Attachment J-XX DTAM Order Draft.pdf

Decennial Transformation and Application

Modernization (DTAM)

Draft Order PWS April 17, 2026

U.S. Census Bureau

Decennial Transformation and Application Modernization

DRAFT DTAM Performance Work Statement

Page i

Table of Contents

1.0 Background

1.1 2030 Census Program Life Cycle

1.2 American Community Survey

2.0 Scope

3.0 Task Areas

3.1 Order and Program Management

3.1.1 Order Management

3.1.2 Program Management

3.1.3 Transition Management

3.1.4 Meetings and Reporting

3.2 Task Area 2 – IT Project and Program Management

3.2.1 IT Project and Program Management Support

3.2.2 Government Staff Training

3.2.3 Organizational Change Management

3.2.4 Product Delivery Management

3.2.5 System Level Testing

3.2.6 Test Coordination

3.3 Task Area 3 – Architecture and Engineering

3.3.1 System of Systems Architecture and Engineering

3.3.2 Cloud Architecture and Engineering

3.3.3 Systems Engineering Management

3.3.4 Requirements Management

3.3.5 Facilitation Services

3.4 Task Area 4 – Application Development and Management Services

3.4.1 Application Design and Development

3.4.2 Application Architecture

3.4.3 Application Testing

3.4.4 Application Security

3.4.5 Application Operations and Maintenance Execution

3.4.6 Cloud Application Migration

3.4.7 Research, Development and Innovation

3.5 Task Area 5 – Advanced Data Science and Data Management

3.5.1 Advanced Data Science

3.5.2 Data Management

3.5.3 Business Intelligence, Reporting, and Analytics

3.5.4 Model Development

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4.0 Staffing & Key Personnel

5.0 Technical Instructions

6.0 Period of Performance

7.0 Place of Performance

8.0 Hours of Operation

9.0 Government Furnished Resources

10.0 Travel

11.0 Intellectual Property Rights

12.0 Glossary

1.0 Background

The Decennial Census Programs Directorate conducts a census of population and housing, surveys America's communities, and provides enabling geospatial data and data dissemination support to provide quality statistical information to the President and the

American people about our changing society.

The Decennial Information Technology (IT) Strategy is centered on the mission to “Provide innovative and secure technologies that enable a cost-effective and efficient 2030 Census for the dissemination of high-quality data to all stakeholders.” Accordingly, its vision is “To create an innovative, cost-effective solution that maximizes the value of IT to modernize the science of census taking.”

To achieve this mission, the Decennial Census Programs must manage the development and integration of a diverse portfolio of IT solutions, known as the System of Systems (SoS), that includes internally purpose-build Decennial systems, Census Enterprise Systems, and third party contracted systems and services.

Decennial Census Programs use the following guiding principles:

• Use the Right People at the Right Time in the Right Positions - This is inclusive of the use of federal and contractor staff to meet the staffing needs for architecture, engineering, data science, integration, and delivery so the right technical, management and interpersonal skills are employed for maximized solution delivery.

• Collaborate with Critical Stakeholders - Decennial operations require close coordination with the Decennial Census Management Division, the Decennial Contracts Execution Office, and other partners to reduce implementation risk across the 2030 Census lifecycle. Integrated cross-functional teams will work together early to refine requirements, inform design decisions, and streamline development to maximize benefits while minimizing duplication.

• Integration and Maturation – The Census Bureau will advance through iterative development and lessons learned from field tests, allowing emerging technologies to be integrated and solutions to mature as requirements evolve.

• Holistic Approach to Design - Individual solutions must be developed with overall SoS architecture in mind so systems support each other, are cost-effective, and scalable to meet peak and non-peak performance needs.

• Follow Disciplined Program and Engineering Management Practices - We follow disciplined, data-driven program and engineering management practices aligned with 2030 policies, focusing on risk, change, schedule, contract, cost, solution development, and stakeholder engagement.

• Maximize Reuse – By maximizing the reuse of artifacts, processes, and systems, Decennial Census Programs has the opportunity to increase efficiencies without introducing new risks.

• Expanded Use of Administrative Data and Advanced Data Science – The United States Census Bureau (USCB) is a data-rich environment allowing for expansive use of administrative data leading to improved operational efficiencies and data quality.

Administrative data refers to data collected and maintained by Federal, State, and local governments, as well as some commercial entities. This guiding principle is an extension of the USCB’s digital transformation effort to create data products with more existing sources of data to improve accuracy and reduce operational costs. This will be accomplished through expanded use of artificial intelligence and advanced data science disciplines.

• Use of Secure Cloud and Secure Technologies – By implementing a cloud-smart strategy, Decennial Census Programs will expand upon the use of secure cloud solutions used during the 2020 Census. Decennial Census Programs will expand its use of open-source technologies, cloud native development best practices, and other industry best practices that provide cost-effective, scalable, secure solutions.

1.1 2030 Census Program Life Cycle

Planning for the 2030 Census began in 2019. The 2030 Census Program is being conducted in four phases, beginning with Early Planning (FY19-FY21), followed by Design Selection (FY22- FY24), Development and Integration (FY25-FY29), and Peak Production and Close-Out (FY29- FY33). Operational design development begins in the Design Selection Phase and is critical to the successful execution of a high-quality census of population and housing. In turn, successful execution is dependent on an evidence-based, integrated operational design that addresses the changing environment and inherent logistical challenges of such a large and complex undertaking. The following graphic shows the four phases of the 2030 Census life cycle, and the type of work and key milestones associated with each phase. Future Census cycles will have their own lifecycles and may or may not include solutions used for the 2030 Census.

1.2 American Community Survey

The American Community Survey (ACS) is a foundational component of the Census Bureau’s data infrastructure, providing annually updated, detailed demographic, social, economic, and housing statistics for communities across the United States and Puerto Rico. Conducted continuously since its full implementation in 2005, the ACS replaces the long-form decennial census by collecting data from a sample of approximately 3.5 million housing units and 150,000 group quarters each year. Its design enables the production of 1-year and 5-year estimates, supporting a wide range of federal, state, and local planning efforts. The ACS informs the allocation of trillions of dollars in federal funding and underpins more than 300 known federal uses. Its integration into the broader decennial census program ensures that operational planning and design decisions are grounded in current, granular data, enhancing the precision and responsiveness of census activities in an evolving demographic landscape.

2.0 Scope

The Decennial Transformation and Application Modernization (DTAM) Contractor will support the Decennial Census Program’s technology transformation into a data centric, modern, cloud-based IT solutions. The services provided will assist in the modernization of existing applications as well as the development of new applications.

The goals for this call order include:

• Modernizing USCB application landscape to support Decennial Census Programs so that lifecycle costs and technical debt are minimized.

• Optimizing application architectures to take advantage of the benefits of cloud computing for large scale / real time data processing and use of Artificial Intelligence and Machine Learning (AI/ML), ultimately resulting in Census’ ability to increase the speed, quality, and quantity of the data analytics used in the planning and execution of Decennial Census Programs.

• Enhancing and optimizing Decennial Census Program data repositories through innovative design, strategic architecture, and construction methodologies, aimed at eliminating duplication, streamlining access, optimizing storage and fortifying security measures.

• Identifying, designing, and/or coordinating opportunities to improve business outcomes leveraged with data-driven technology solutions.

• Transforming to a cloud-smart organization, to include organizational change management and knowledge training / transferring of cloud capabilities and processes to the federal workforce. This focus includes development and/or refactoring of applications to be cloud native.

• Transforming Decennial Census Programs to a DevSecOps centric organization that provides the highest levels of security, quality, and speed for software engineering.

• Transforming Decennial Census Programs to use scaled agile for software engineering.

• Providing a collaborative effort across contractors, Census federal personnel, and other stakeholders.

To meet these goals, the DTAM Contractor will provide IT architects, IT engineers, data scientists, software developers, testers, IT project management and other technical resources to implement the modernization of existing applications and the development of new applications in order to transform the data management and processing ecosystem supporting Decennial Census Programs. All software development and data rights from this contract will fall under the USCB’s ownership.

Key focus areas include but are not limited to:

• Standardized architecture allowing for efficient and accurate sending, receiving, and interpretation of data.

• Applications and architectures supporting high volume and velocity data inputs.

• Applications and architectures supporting the delineation and processing of geographic areas to facilitate the tabulation and dissemination of Census data.

• Data ecosystems and applications supporting near-real time processing of data at scale.

• Data quality and data integrity embedded as a fundamental element of design for data inputs and real-time processing applications.

• Applications allowing for early identification and remediation, with analytics and reporting for traceability and coordination with other quality initiations across the Decennial.

• Use of business rules and analytics to make data driven decisions.

• Standardized IT Program/Project Management, requirements management, systems engineering, and operational delivery support spanning the lifecycle of the systems supporting Decennial Census Programs.

3.0 Task Areas

The Contractor shall develop solutions and/or provide the capabilities and support in the following functional task areas:

• Task Area 1 –Order and Program Management

• Task Area 2 – Project and Program Management

• Task Area 3 – Architecture and Engineering

• Task Area 4 – Application Development and Management Services

• Task Area 5 – Advanced Data Science and Data Management

The requirements listed in Task Area 1 – Task Area 5 will be further expounded on in Technical Directives (TDs).

3.1 Order and Program Management

The Contractor shall provide a single, coordinated management framework that links order administration and program execution oversight so that planning, decisions, controls, and performance measurement are coherent, compliant, efficient, and measurable across the entire effort.

All deliverables and work products under this order shall be developed, produced, maintained, and submitted in full accordance with the requirements, formats, acceptance criteria, and performance standards established in Section F – Deliverables and Performance and the Performance Matrix.

3.1.1 Order Management

The Contractor shall provide order management activities to support the establishment and execution of governance, management processes, administrative controls, and operations necessary to manage and coordinate all order-administrative tasks as described below.

3.1.1.1 Order Governance

The Contractor shall support the establishment and operation of the organizational structure, management processes, controls, and documentation practices required to oversee order execution and ensure compliance with applicable standards, policies, and Government procedures.

The Contractor duties shall include, but are not limited to:

1. Providing the overall management framework, governance, structure, and controls to effectively manage the requirements of this order.

2. Providing a Contractor Program Management Office (CPMO) dedicated exclusively to this order, including a Program Manager and a designated back-up, responsible for executing all management aspects; providing centralized oversight and communication;

and ensuring contractor compliance with the requirements.

3. Developing, documenting, implementing, maintaining, and adhering to a Contract Management Plan (CMP).

4. Managing all technical and administrative requirements in alignment with recognized project management standards, including the latest publication of the Project Management Institute’s (PMI) The Guide to the Project Management Body of Knowledge (PMBOK®), and implementing processes that incorporate governance and decision-making protocols; schedule, cost, and quality controls; issue and risk management;

deliverable tracking; change management; and compliance verification.

5. Obtaining formal Contracting Officer (CO) approval before implementing any change to scope, cost, or schedule, and maintaining a detailed Change Log.

3.1.1.2 Staffing and Subcontractor Management

The Contractor shall support the recruiting, onboarding, supervision, retention and oversight of all personnel and subcontractor resources required for performance under this order.

The Contractor duties shall include, but are not limited to:

1. Developing, delivering, and maintaining a Staffing Plan and Subcontractor Management Plan that is to be submitted as a part of the CMP.

2. Developing, delivering, and maintaining a comprehensive Staffing Matrix that is to be submitted as a part of the Monthly Contract Administration Status Report (MCASR).

3. Maintaining an up-to-date Internal Use Software (IUS) report that is to be submitted as a part of the MCASR.

4. Recruiting, vetting, assigning, managing, and supervising all personnel working under this order.

5. Providing only U.S. Citizens who are capable of obtaining a favorable USCB suitability assessment.

6. Establishing and executing onboarding processes for all personnel, including required documentation, suitability submissions, and access requirements.

7. Initiating and monitoring the Census Investigative Services (CIS) suitability assessment, including conducting quality assurance reviews of all suitability documentation prior to submission to CIS to ensure accuracy, completeness, and timeliness.

8. Obtaining COR notification of a favorable suitability assessment for each staff member prior to commencing work, accessing Government facilities or systems, or charging labor to the order.

9. Providing notification, in writing, to the Contracting Officer’s Representative (COR) of personnel being offboarded as soon as possible but no later than twenty-four (24) hours after the exit.

10. Retaining personnel-related documentation and providing such records to the Government upon request.

11. Maintaining the required level of expertise and competency of all personnel by ensuring individuals remain current with evolving technologies and by assuming full responsibility for role-appropriate training and requiring personnel to maintain required professional certifications, accreditations, and proficiencies, at no additional cost to the Government.

12. Providing oversight and tracking for all mandatory USCB and Decennial Program training, ensuring all personnel complete required training prior to deadlines specified by the COR.

13. Providing the ability to meet surge requirements by rapidly augmenting staff and responding to unforeseen, ad hoc, or shifting priorities.

14. Assisting the Government with the timely tracking and receipt of Government Furnished Equipment/Government Furnished Information (GFE/GFI), Government system accesses, passwords, etc.

15. Complying with USCB physical and personnel security guidelines.

3.1.1.3 Order Risk Management

The Contractor shall support the proactive identification, assessment, mitigation, monitoring, and escalation of risks and issues that could impact contractual performance, cost, schedule, quality, or compliance. Order risks reported under this subsection shall be included in the Monthly Issue Risk & Issue Report.

The Contractor duties shall include, but are not limited to:

1. Maintaining an active, documented risk management process, including identification, assessment, prioritization, mitigation, and monitoring of all order-execution risks.

2. Developing and maintaining a Risk Register.

3. Developing and executing risk mitigation and/or avoidance plans in coordination with the COR and/or Contracting Officer (CO).

4. Reporting risks, issues, and mitigation plans in all required weekly and monthly reports.

5. Providing immediate notification to the COR and/or CO of any urgent or high-impact risks affecting cost, schedule, performance, compliance, or continuity.

3.1.1.4 Communication Management

The Contractor shall support the establishment of clear, timely, and collaborative communication channels, coordination mechanisms, and meeting cadences between the Contractor and Government to support effective order administration, decision-making, coordination, and documentation.

The Contractor duties shall include, but are not limited to:

1. Establishing and maintaining a Communication Plan.

2. Providing timely notifications of all scheduled and unscheduled events or issues impacting performance.

3. Establishing escalation and crisis-handling procedures for root cause analysis and resolution, to the Government’s satisfaction, of major issues.

4. Utilizing Government-approved communication tools and file formats for all reporting and information exchange.

5. Maintaining a Communications and Decision Log to track key communications and decisions.

3.1.2 Program Management

The Contractor shall provide program management activities to support integrated planning, monitoring, control, and coordination of program execution across schedule, quality, risk, readiness, and cross-team collaboration as described below:

3.1.2.1 Program Governance

The Contractor shall support the Contractor’s use of Government-issued program governance artifacts, standards, and processes to ensure that all program execution activities conform to Decennial requirements, operational frameworks and oversight expectations.

The Contractor duties shall include, but are not limited to:

1. Leveraging and aligning with USCB and Decennial governing artifacts, including the:

2030 Census Integration & Implementation Plan (IIP) (Attachment J-XX); 2030 Census Operational Delivery Management Plan (ODMP) (Attachment J-XX); the 2030 Census Test & Evaluation Master Plan (TEMP) (Attachment J-XX); 2030 Census IT Defect Management Plan (Attachment J-XX); Decennial Systems Engineering Management Plan (SEMP) (Attachment J-XX); 2030 Census Program Requirements Management Plan (REMP) (Attachment J-XX); and all other applicable Decennial program documents, plans, standards and governance requirements.

2. Implementing and executing program change management processes.

3. Storing all deliverables, work products, artifacts, and supporting documentation in the Government-specified document repository accessible to both the CPMO and the Government Program Management Office (GPMO).

3.1.2.2 Schedule Management

The Contractor shall support the development, integration, and maintenance of schedule artifacts and planning inputs required to coordinate work across the order, including the alignment of the Contractor Work Breakdown Structure (CWBS), Decennial Work Breakdown

Structure (DWBS) (Attachment J-XX), and the Decennial Integrated Master Schedule (IMS) (Attachment J-XX).

3.1.2.2.1 Contractor Work Breakdown Structure (CWBS)

The Contractor duties shall include, but are not limited to:

1. Developing, delivering, and maintaining a detailed CWBS.

2. Tracking, managing, and reporting all contractual deadlines, deliverable due dates, and administrative schedule commitments.

3. Providing and maintaining a CWBS Dictionary.

3.1.2.2.2 Decennial Integrated Master Schedule (IMS) Inputs and

Schedule Integration

The Contractor duties shall include, but are not limited to:

1. Providing all required schedule inputs to the Government for incorporation into the Decennial IMS, ensuring completeness, accuracy, and traceability to the CWBS and associated deliverables.

2. Assigning unique CWBS identifiers to each schedule activity and milestone to maintain one-to-one traceability between the schedule, CWBS, deliverables, risks, and reporting.

3.1.2.2.3 Contractor Schedule

The Contractor duties shall include, but are not limited to:

1. Developing and maintaining an order-level schedule baseline.

2. Reporting schedule variances and schedule risk mitigation strategies.

3.1.2.3 Program Quality Management & QASP Performance

The Contractor shall support the monitoring, control, and continuous improvement of program execution and compliance with Government quality surveillance requirements, including development and maintenance of the Quality Control Plan (QCP), participation in Quality Assurance Surveillance Plan (QASP) (Attachment J-XX) activities and program-level defect prevention and resolution.

The Contractor duties shall include, but are not limited to:

1. Developing, delivering, maintaining, and adhering to a QCP.

2. Assessing and documenting quality assurance/quality control lessons learned throughout the lifecycle of the order.

3. Identifying and reporting risks or issues that may impact QASP performance metrics, including staffing risks, workload changes, system constraints, and process challenges, along with mitigation strategies.

4. Providing advanced notice of any anticipated performance deviations from QASP standards, including justifications, impact assessment, and proposed mitigations.

5. Participating in a Monthly QASP Performance Meeting, as well as any other ad-hoc reviews that may arise during the monthly cycle, to review the Government’s assessment of the Contractor’s performance.

6. Preventing rework and ability to extend existing functionalities and features by planning and prioritizing appropriately.

7. Ensuring key work products, deliverables and ad-hoc tasks are completed on time and in accordance with established requirements, schedules, and quality standards.

8. Working with government stakeholders and GPMO to track and mitigate urgent defects as they occur.

9. Ensuring that all defects are managed and tracked in a timely manner, that is accepted by the stakeholders and GPMO.

3.1.2.4 Program Risk & Issue Management

The Contractor shall support the identification, documentation, communication, and mitigation of risks and issues that may affect program-level performance or outcomes. Program-level risks reported under this subsection shall be included in the Monthly Issue Risk & Issue Report.

The Contractor duties shall include, but are not limited to:

1. Identifying, documenting, and communicating to the GPMO project risks, mitigations, contingencies, and issues.

2. Supporting/participating in and responding to USCB risk management activities. This includes responding to information requests, supporting processes or procedures, maintaining and/or updating documentation, and attending both scheduled and ad-hoc meetings.

3. Capturing meeting notes and action items for program-level risk meetings that are jointly attended by federal and contractor staff and storing them in a centralized location that is accessible to all appropriate government and contractor management personnel.

3.1.2.5 Data Call and Audit Support

The Contractor shall facilitate the collection, analysis, and reporting of relevant data and information required for order audits or data calls.

The Contractor duties shall include, but are not limited to:

1. Supporting internal and external order audits on work performed under this order.

2. Supporting internal and external (e.g., Department of Commerce (DOC) & Government Accountability Office (GAO) inquiries) data calls related to work performed under this order.

3. Supporting the timely production and presentation of materials in support of Decennial Census Programs’ data calls and oversight requests (e.g., GAO, Office of the Inspector General (OIG)).

3.1.2.6 Operational Readiness Reviews

The Contractor shall support Operational Readiness Reviews (ORR), which provides the Government confirmation that required capabilities, processes, and resources are prepared for upcoming operational phases or deployments.

The Contractor duties shall include, but not limited to:

1. Scheduling and conducting an ORR with Government stakeholders to present readiness evidence and obtain phase-gate approval.

2. Participating in business and technical interchange meetings and supporting data to ensure agenda items are fully covered.

3.1.2.7 Lessons Learned Management

The Contractor shall support the collection, analysis, documentation, and application of insights to improve processes, coordination, and performance throughout the life of the order.

The Contractor duties shall include, but are not limited to:

1. Executing a Lessons Learned Management process that captures insights, findings, and improvement opportunities derived from all order-administrative activities (e.g., onboarding, reporting, compliance, invoicing).

2. Capturing lessons learned throughout order execution.

3. Conducting periodic reviews, including at major program checkpoints, to analyze what worked well, what did not, and what changes are required to improve performance, processes, and coordination across Contractor and Government teams.

4. Incorporating lessons learned into updates of management artifacts, including the CMP, QCP, Staffing Plan, Subcontractor Management Plan, Communications Plan, Transition Plans, and relevant execution-level plans.

5. Maintaining a Lessons Learned Log that is version-controlled, and accessible to the Government.

6. Reporting lessons learned to the Government during regular meetings (weekly, monthly, quarterly), or as otherwise directed.

7. Supporting Government-led lessons learned activities, workshops, or after-action reviews by providing data, documentation, and personnel participation.

3.1.3 Transition Management

The Contractor shall support a smooth and efficient onboarding process at the start of the order and an orderly transition at its conclusion.

3.1.3.1 Transition-In

The Contractor shall support a smooth and efficient start of performance by establishing the personnel, processes, documentation, access, and resources necessary to initiate work under this order and to achieve full operational capability without disruption.

The Contractor duties shall include, but are not limited to:

1. Establishing, documenting, maintaining, and submitting a Transition-In Plan (TIP) for review and acceptance.

2. Executing the TIP, with continual tracking of transition activities, including but not limited to status of staff onboarding activities.

3. Participating in the transfer of all applicable knowledge, documentation, artifacts, and operational context from both the Government and, when applicable, from the outgoing Contractor, ensuring continuity of operations and retention of institutional knowledge.

4. Conducting ongoing Transition-In meetings with COR to report progress, address issues, and mitigate risks. Meeting frequency shall be coordinated with the COR based on transition needs.

3.1.3.2 Transition-Out

The Contractor shall support the orderly completion of work at the end of this order by ensuring the transfer of knowledge, data, artifacts, documentation, and responsibilities back to the Government, and when applicable, to an incoming Contractor, while maintaining continuity of operations, safeguarding Government information and assets, and closing out all order-related activities.

The Contractor duties shall include, but are not limited to:

1. Developing, documenting, implementing, maintaining, and adhering to a Transition Out Plan (TOP), that ensures an orderly conclusion to the order and supports transfer of responsibilities to the Government and, when applicable, the incoming Contractor.

2. Coordinating and working in good faith with the Government and/or the incoming Contractor for an orderly and efficient transition of activities performed under this order.

3. Transferring all applicable knowledge, documentation, artifacts, and operational context to the Government and/or the incoming Contractor, ensuring continuity of operations and retention of institutional knowledge.

4. Providing all required close-out documentation, administrative records, and configuration items, including final deliverables, reports, and any other materials requested by the Government.

5. Return all Government-Furnished Equipment (GFE) and Government-Furnished Information (GFI) and ensure removal or secure disposition of Government data from Contractor systems.

6. Coordinating and implementing the TOP with the Government and/or incoming Contractor, providing timely and accurate information, data, and support for close-out reviews and audits.

7. Participating in a coordinated close-out effort to address any final Government concerns and confirming completion of all transition and close-out requirements.

3.1.4 Meetings and Reporting

The Contractor shall support consistent, transparent, and actionable communication of order status, risks, costs, schedule, staffing, and performance through structured meeting cadences and standardized reporting.

3.1.4.1 Kick-Off Meeting

1. Coordinating and conducting a Kick-Off meeting with the Government at a mutually agreed time and location.

2. Providing meeting materials and status reports to allow for Government review and preparation.

3. Providing the Government with kick-off meeting minutes and an action items list from the meeting.

3.1.4.2 Weekly Status Report and Meeting

The Contractor duties shall include, but are not limited to:

1. Submitting a written weekly status report (WSR).

2. Conducting a status meeting to present the WSR.

3.1.4.3 Monthly Cost and Schedule Report and Meeting

The Contractor duties shall include, but are not limited to:

1. Developing, documenting, and maintaining a Monthly Cost and Schedule Report.

2. Conducting a cost and schedule meeting to present the cost and schedule report.

3.1.4.4 Program Management Review (PMR)

The Contractor duties shall include, but are not limited to:

1. Conducting Program Management Reviews (PMR).

2. Ensuring appropriate technical, operational, and management personnel from the Contractor’s team attend PMRs to support discussion, answer questions, and resolve issues.

3. Producing a list of issues, decisions and action items identified during each PMR and submitting the meeting minutes and action item tracking list to the GPMO.

3.1.4.5 Monthly Risk and Issue Reporting

The Contractor duties shall include, but are not limited to:

1. Developing, documenting, and maintaining a Monthly Risk and Issue Report.

3.2 Task Area 2 – IT Project and Program Management

The Contractor shall provide IT Project and Program Management services that focus on the planning, tracking, management, and deployment of Decennial IT programs, projects, and initiatives including but not limited to program planning, governance, government staff training, organizational change management, and product delivery management. Task Area activities provide IT project and program management services for Decennial Census Programs, deliver IT training to federal staff, and implement organizational change management initiatives to prepare the workforce for technology modernization. Additionally, they manage product delivery while ensuring smooth integration, collaboration, and review processes throughout the System Development Life Cycle (SDLC).

3.2.1 IT Project and Program Management Support

The Contractor shall provide IT Project and Program Management Support to effectively plan, execute, and monitor the implementation of IT projects and programs that align with the modernization and transformation objectives of the Decennial Census Program.

3.2.1.1 Project Management Support

The Contractor duties shall include, but are not limited to:

1. Implementing project management best practices following the System Development Lifecycle guidelines, including but not limited to budget estimation, scheduling, risk management, and change control.

2. Supporting the development, documentation, and maintenance of technical project documentation including, but not limited to:

a) Program/Project Charters

b) Business Cases

c) Project Plans

d) Business Continuity and Recovery Plans

e) Systems Management Plans (e.g., Test and Evaluation, Systems Engineering and Integration)

f) Risk Management documentation (e.g., risk management plans, program/project risk, issue, and opportunity registers, risk mitigation plans, risk contingency plans)

g) System Development Life Cycle documentation

h) Project Closeout Plans

i) Project post-mortems, after-action reviews, retrospectives, and Lessons Learned.

j) Executive and external stakeholder program/project presentations and Program Management Reviews (PMRs)

k) Status Progress Reports

l) Training documentation and training aids, as required, to provide proper operation, maintenance, and testing of processes, platforms, and systems

m) Schedule Management Plan

n) Change Control Plan

3. Reporting progress, issues, and risks.

4. Defining project milestone reviews to determine readiness to proceed with subsequent project activities.

5. Conducting and documenting periodic lessons learned, with metrics and recommendations for improvement.

6. Working collaboratively with stakeholders, other Contractors, and service / solution providers.

7. Establishing and documenting Contractor Points of Contact and defining interfaces between the project(s) and the Government

3.2.1.2 Agile Program Planning and Management Support

The Contractor duties shall include, but are not limited to:

1. Providing support to system teams and stakeholders with the implementation of agile methodologies and practices.

2. Preparing incremental, time-boxed program planning packages, procedures, and schedules to support coordinated delivery across multiple Agile teams.

3. Designing, developing, and implementing agile management processes, standards, and templates that support transparency and continuous improvement.

4. Creating directorate-specific solution delivery workflows and lean portfolio management approaches that enable iterative delivery and support a culture of continuous learning and improvement.

5. Providing a pool of certified agile practitioners with experience in large-scale, multi-team delivery environments.

6. Conducting and documenting periodic retrospectives and lessons learned with recommendations for improvement.

7. Supporting system teams with the transition to agile delivery practices, including but not limited to agile principles and values, scrum framework, sprint ceremonies, product backlog management, user story and acceptance criteria, and cross-functional collaboration.

3.2.1.3 IT Governance Support

The Contractor duties shall include, but are not limited to:

1. Supporting alignment of IT resources, scope, and schedules with Decennial Census Program objectives while managing risks. IT Governance structures include but are not limited to risk management board, change control board, program management governing boards, and Technical Review Boards (TRB).

2. Providing governance support services, including but not limited to preparing documentation (agendas, meeting notes, action items, etc.), facilitating meetings, and tracking action items to closure, in the support of technical governance processes and boards.

3. Developing and presenting technical briefings and recommendations.

3.2.1.4 Program Management Support

The Contractor duties shall include, but are not limited to:

1. Providing program management and planning to support the coordination and execution of Decennial Census Programs’ projects, and activities, using agile and other development methodologies.

2. Assist with developing, documenting, maintaining, and updating IT strategic plans, program governance, and alternative analysis. This includes but is not limited to:

a) Assessing IT strategic plans, program governance, and program performance metrics and providing recommendations/strategies for improvement.

b) Supporting the analysis and evaluation of IT solutions and technologies.

c) Developing recommendations/strategies for integrating large scale IT systems.

3. Establishing and implement processes, templates, and tools to support the initiation, planning, requirements, design, development, integration, implementation, and monitoring of system development life cycle functions.

4. Leveraging Decennial GFE program / project management tools.

5. Develop an approach to collecting lessons learned that allows various methods of feedback such as facilitated sessions, surveys, focus groups, etc.

6. Developing, documenting, and maintaining, Lessons Learned Reports to identify areas for improvement in Decennial operations and summarize the key takeaways.

3.2.1.5 Schedule Management Support

The Contractor duties shall include, but are not limited to:

1. Developing, delivering, maintaining, providing status of, and management of project schedules across programs that map to the Decennial work schedule.

2. Supporting execution and facilitation of the schedule management processes.

3. Creating the IT program and project level schedule templates for incorporation into the Integrated Master Schedule (IMS) or other Decennial Census Program schedules.

4. Providing status, inputs, and metrics on IT tasks in the IMS and residual project schedules.

5. Identifying any risks, issues or dependencies which may cause project schedule delays and provide recommendations, mitigation strategies, and contingency planning.

6. Monitoring program and project schedules so that all programs and projects meet milestones.

3.2.1.6 Reporting Support

The Contractor duties shall include, but are not limited to:

1. Developing, documenting, implementing, and maintaining a reporting strategy and plan.

2. Assisting in monitoring and reporting the progress of achieving security status including but not limited to Authority to Operate (ATO) and penetration testing.

3. Collecting, analyzing, and reporting metrics.

4. Developing, documenting, and disseminating status reports and visualizations to USCB stakeholders.

3.2.1.7 Risk Management Support

1. Developing, documenting, and executing the Decennial Census Program’s risk management processes, including facilitating the identification, tracking, and reporting of program and project risks.

2. Facilitating and executing the risk, issues, and opportunity management process including, but not limited to, providing technical risk, issue, and opportunity inputs including assessment, monitoring, and contingency/mitigation/avoidance planning.

3. Updating and maintaining technical risks in the Decennial Census Program Risk Register.

4. Coordinating the resolution of Decennial Census Program and/or project level risks/issues.

5. Providing technical insight into project risks and ongoing performance of projects.

6. Coordinating with other programs on risk management, where applicable.

7. Coordinating with Decennial SoS teams on risk and issue management,

8. Facilitating the development and implementation of contingency and mitigation plans.

3.2.1.8 Change Control Management Support

The Contractor duties shall include, but are not limited to:

1. Providing support for change control management including but not limited to participation, information collection, and feedback for Change Control Boards and TRBs.

2. Facilitating change control activities and impact analysis for project and program-level change requests while following the established change management processes and standards.

3. Assessing the pre-existing Change Control process and providing improvement and recommendations (e.g., people, processes, technology).

4. Validating Change Request implementation across the Decennial Census Program and projects.

5. Designing, developing, and implementing change and configuration management processes, standards, and templates to minimize the likelihood of disruptions, unauthorized alterations, and errors.

6. Conducting and documenting periodic lessons learned, with recommendations for improvement.

7. Reporting on change control activities and progress.

3.2.1.9 Disposition Management Support

The Contractor duties shall include, but are not limited to:

1. Establishing, documenting, implementing, and maintaining the Decennial Disposition Management Plan according to schedule.

2. Assessing systems and their corresponding capabilities including but not limited to infrastructure, applications, middleware, network, code, and tools along with current and future USCB needs to determine their approved disposition target state along with the rationale.

3. Planning for, assisting, and tracking the archival or transfer of data, Decennial SoS components, and system development life cycle artifacts.

4. Coordinating and communicating disposition and closeout activities with stakeholders and SoS teams.

5. Conducting and documenting periodic lessons learned, with recommendations for improvement.

6. Reporting on disposition management activities and progress.

3.2.1.10 Technical Writing and Editing Support

The Contractor duties shall include, but are not limited to:

1. Creating, updating, and maintaining technical writing documentation and graphic illustrations, including but not limited to Contractor deliverables, work products, reports, presentation materials, metrics, and visualizations.

2. Adhering to the USCB documentation standards and best practices.

3.2.1.11 Communication Strategy and Planning Support

The Contractor duties shall include, but are not limited to:

1. Developing, documenting, implementing, and maintaining communication plans and coordinating with other stakeholders as needed.

2. Developing, documenting, implementing, and maintaining a standard communication delivery method, channel, and content.

3. Developing, documenting, and maintaining stakeholder mapping.

4. Developing, documenting, implementing, and maintaining processes to receive, review, and incorporate (as applicable) stakeholder feedback on the communication strategy and implementation.

3.2.2 Government Staff Training

The Contractor shall provide training services to Government Staff to facilitate a smooth transition and maximize the value and impact of the implemented technologies for the USCB.

The Contractor duties shall include, but are not limited to:

1. Developing, documenting, implementing, and maintaining a skills assessment of Government staff.

2. Identifying gaps between organizational skills needed compared to the current skills assessment.

3. Performing a current state assessment of training needs to meet Decennial Census Programs’ transformation and application modernization needs.

4. Developing, documenting, maintaining, and updating training plans for Government staff.

5. Developing and delivering training curriculum.

6. Executing and tracking staff training.

7. Assessing the effectiveness of the training plan.

8. Improving training through continuous feedback.

3.2.3 Organizational Change Management

The Contractor shall provide Organizational Change Management services to effectively plan, implement, and manage changes within USCB and to ensure successful adoption and transition.

The Contractor duties shall include, but are not limited to:

1. Developing, documenting, updating, and executing a knowledge transfer strategy and organizational change management plans for federal resources

2. Providing facilitated workshops to support Decennial applicable enterprise and technology transformation initiatives.

3. Developing, documenting, and implementing a training and organizational change management repository.

4. Developing and implementing a communication plan to support technology transformation and application modernization for the Decennial Directorate.

5. Designing, engineering, developing, and executing an integrated approach to knowledge management / information management.

6. Collecting and reporting periodic lessons learned, including organizational change management metrics.

3.2.4 Product Delivery Management

The Contractor shall provide Product Delivery Management services to support the planning, tracking, logistics, and deployment of systems and processes.

3.2.4.1 Operational Delivery Management

The Contractor duties shall include, but are not limited to:

1. Providing IT and non-IT delivery management services including but not limited to planning, tracking, logistics, management, and deploying of various components, systems, and processes.

2. Updating and implementing changes to the Operational Delivery Management Plan

(ODMP).

3. Establishing Operation Delivery (OD) teams for each operational delivery.

4. Facilitating OD meetings with an agreed to agenda.

5. Capturing and disseminating meeting minutes and action items related to integration and implementation of operational delivery.

6. Monitoring and managing integration points, interdependencies, and milestones among stakeholders and service / solution providers for product delivery and collaborating to resolve blockers.

7. Investigating and tracking integration and implementation action items to resolution.

8. Developing and providing executive level briefings and presentation materials for OD, highlighting systems at risk for meeting key Integration and 2030 Census Integration and Implementation Plan (IIP) milestones dates.

9. Monitoring and managing integration points, milestones, and interdependencies among the Decennial Census Program SoS service providers (e.g., contracts, enterprise program).

10. Identifying, documenting, mitigating, and managing OD integration risks and escalating, as necessary.

11. Supporting operational delivery starting from the IBR through closeout and lessons learned.

12. Conducting periodic lessons learned.

13. Collecting and reporting on OD metrics.

14. Conducting phase gate reviews and developing detailed runbooks for software and feature releases into production.

3.2.4.2 Readiness Reviews (RRs)

The Contractor duties shall include, but are not limited to:

1. Supporting and facilitating applicable RR and reporting.

2. Developing, documenting, and maintaining RR materials.

3. Capturing and tracking actions (ensuring all actions have an assignee, have a due date, and have been completed) and escalating and resolving all actions from the RR.

4. Producing summary reports with metrics.

5. Collecting RRs entrance and exit criteria for all systems as identified in the Decennial Census Program Master Entrance / Exit Criteria List prior to each RR.

6. Reviewing and validating all RR entrance and exit criteria as identified in the Decennial Census Program Master Entrance/Exit Criteria List prior to the RR per OD and provide recommendations.

3.2.4.3 Runbooks

The Contractor duties shall include, but are not limited to:

1. Establishing, documenting, developing, and maintaining detailed Runbooks. The activities associated with runbook support include but are not limited to:

a) Selecting users to participate and coordinate with stakeholders and solution providers.

b) Monitoring system performance.

c) Providing a venue for feedback based on predefined success criteria.

2. Facilitating Runbook walkthroughs with service providers and stakeholders.

3. Monitoring and reporting the status of execution of Runbook activities.

3.2.5 System Level Testing

The Contractor shall provide System Level Testing services to ensure that integrated systems, applications, and services operate reliably, securely, and as intended across the full program ecosystem.

The Contractor duties shall include, but are not limited to:

1. Supporting system-level Integration testing to demonstrate the feasibility of conceptual approaches, evaluating design risk, identifying alternatives, comparing and analyzing trade-offs, and assessing satisfaction of solution requirements.

2. Instituting a continuous evaluation of the testing process after each integration test cycle, and after an agreed number of Program Increments.

3. Performing automated testing (unit and project level). Please refer to Section 3.4.3 (Test Execution) for additional information and requirements pertaining to Testing support.

4. Develop, update, maintain, and disseminate a System Defect Management Plan.

5. Collaborate with system and/ or component owners on defect resolution including, but not limited to, categorizing, tracking, and dispositioning all software defects.

6. Develop, update, maintain, and disseminate Program Test Analysis Reports that reflect testing outcomes across the entire system or program ecosystem.

7. Create integrated test data to support system-level testing across multiple applications, services, and platforms.

8. Conduct multi-layer testing (including the validation of outputs) across various platforms (e.g., smartphones, laptops, tablets, and desktops) to validate consistent system behavior.

9. Conduct program level testing in the fully integrated program ecosystem environment, validating end-to-end functionality, data flow, and performance across all relevant systems and external interfaces.

10. Support and participate in reviews such as test readiness and test analysis reviews.

11. Develop and…