Draft Performance Work Statement - Deliverables .pdf

DRAFT

SECTION C: PERFORMANCE WORK STATEMENT

C.1 INTRODUCTION

The U.S. Census Bureau (USCB) is the primary source of basic statistics about the population and economy of the Nation. These statistics assist the Congress, the executive branch of the Federal Government, state and local Governments, the public, and the private sector in the development and evaluation of social and economic activities. The Census Bureau’s major programs are the periodic censuses, current surveys, and a wide range of reimbursable work for other agencies. These programs cover a broad spectrum of demographic and economic statistics.

The strategic goal for the 2030 Census Program is to meet constitutional and legislative mandates by implementing a 2030 Census that is well managed and cost-effective. The USCB will accomplish this by evaluating and implementing lessons-learned in their multi-year research, testing, and development program, in addition to what the USCB will learn in their early testing efforts on the program.

The reliable collection, preparation, tabulation, and dissemination of demographic and economic statistics are vital to the Census Bureau’s mission. To fulfill this critical mission and to address the changing data needs of its users, the Census Bureau has become increasingly reliant upon information technology (IT) to improve the timeliness and quality of its statistical products and to develop, process, and maintain enormous collections of basic data about the people and economy of the Nation.

The Decennial program consists of multiple projects that rely on facilities, people, materials, systems, data, procedures, and contracts. It's a large complex transactional program that in 2020 integrated 35 operations and utilized over 52 systems that were released at different points in time with the primary goal of counting everyone once, only once, and in the right place.

The program spans multiple years, has unforgiveable deadlines, and includes a high level of activity during a short period of time during peak operations. To get an idea of the complexity, the 2020 Integrated Master Schedule included over 25,000 activities with more than 42,000 interdependencies informed by many tests leading up to the actual execution of the Census.

C.2 BACKGROUND

The Decennial Census Management Division (DCMD) of the U.S. Census Bureau plans, coordinates, and administers all project and schedule management activities needed to facilitate the Census Bureau’s Decennial programs throughout the United States and its territories.

The DCMD Scheduling Branch (SB) is tasked with developing and maintaining a complete and fully integrated 2030 Census Integrated Master Schedule (IMS) that will consist of 100+ individual project/system/operation schedules that span the decennial period of early planning and initial testing through closeout (2020-2033). The 2030 Census Program lifecycle consists of four phases: early planning, design selection, development and integration, and execution/closeout. At present, we are in the third phase (development and integration).

The USCB requires contractor support for establishing, implementing, and maintaining the Decennial Directorate Scheduling System. The 2030 Census IMS will be the primary database supporting the 2030 Census used to accomplish this goal. The system is developed and maintained by the DCMD SB, utilizing Oracle Primavera and Microsoft Project Server as the Commercial Off the Shelf (COTS) scheduling tools.

The complete and fully integrated 2030 Census IMS must adhere to best scheduling practices as established by the Government Accountability Office (GAO) and Office of Inspector General (OIG), utilize fully developed process documentation, maintain a complete and well-documented enterprise project structure, and allow management the ability to effectively manage their operations and systems. Additionally, the DCMD SB is tasked with maintaining resource loaded schedules at the intermediate level and scheduling support that adhere to the USCB’s time collection effort using the Enterprise Project Management Tool (EPMT) Microsoft Project Server for all Divisions within the Decennial Directorate.

C.3 PURPOSE

The purpose of this requirement is to receive the following:

• Support and maintenance of the 2030 Census IMS, described above,

• Closeout and archive 2030 Census IMS data as directed by the USCB,

• Document Lessons Learned and suggested improvements for future decennial program/project schedules,

• Assist with the development of the 2040 schedule architecture,

• Enhancements to the Decennial Directorate Schedule Management System and 2030

Census Project Schedules, to allow for greater efficiency of automated processing,

• Enhancements to the Decennial Directorate Schedule Management System and 2030

Census Project Schedules, to allow for improved data exchange with external partners,

• Enhancements to improve data quality of the Decennial Directorate Schedule

Management System and 2030 Census Project Schedules,

• Implementation of more cost-effective processes for updating the 2030 Census IMS and continuing to keep the schedules current,

• A full range of Schedule Management services in support of the 2030 Census IMS

Schedules, Schedule Management Support Services for all Decennial Directorate Divisions and other Decennial Directorate initiatives as directed by the USCB, and

• Research, innovate and adapt newest schedule management best practices, technologies, and trends in the industry as directed by the USCB.

C.4 SCOPE OF WORK

The Contractor shall perform tasks in support of establishing, maintaining, and managing the 2030 Decennial Schedule System, the DCMD Project Schedules, the Decennial Schedule Management Plan and Processes, and the Decennial Integrated Master Schedule (IMS) as defined by SB. This includes management of the Oracle Primavera and support of the Project Server system as well as its supporting applications that are utilized by DCMD and other Decennial Directorate Divisions.

The Contractor shall perform tasks in support of DCMD’s mission, specifically the development and management of schedule requirements, documentation, training, testing, implementation, and maintenance support for the scheduling tools, applications, and systems that are utilized to manage, update, and produce products for all Decennial IMS Schedules and reports. Per the tasks below, Task 1 details requirements – based on Project Management guidelines – on how we expect the contract to be managed. Tasks 2, Task 3, and Task 4 detail requirements that we expect from the contract to provide in support of schedule management.

The Contractor shall provide support in the task areas listed below:

• Task 1 – Project Management

• Task 2 – Schedule Architecture and Management Support

• Task 3 – System Upgrades, Testing and Administration and

• Task 4 – Decennial Schedule Management Surge Support for Task 2.

The Contractor shall perform the following tasks/services listed below over the lifecycle of the entire contract and must comply with American National Standards Institute/Electronic Alliance (ANSI/EIA) Standard 746 to provide a comprehensive integrated solution for development and maintenance of project, schedule and performance goals monitor and report progress against project cost, schedule and performance activities applied to products and services. The scope/tasks of this procurement are as follows:

C.4.1 TASK 1: PROJECT MANAGEMENT

The Contractor shall provide effective project management for all tasks outlined within this contract as well as close coordination with other contractors presently working on other components of DCMD. Experience working within waterfall, agile, and hybrid development environments is crucial to effectively manage the project. Project Management activities include:

• Identifying all tasks and deliverables in accordance with an approved project plan(s),

• Providing a qualified and stable workforce,

• Coordinating scheduling and ensuring proper coverage for core hours,

• Quality control,

• Scope management,

• Risk management,

• Support for project schedule reviews,

• Monthly Status and Cost Progress Reporting (MS&CPR),

• Project closeout,

• Support for American National Standards Institute/Electronic Alliance (ANSI/EIA)

Standard 746 to monitor and report progress against project cost, schedule, and performance reviews,

• Legacy system shutdown, as required,

• Compliance with USCB physical and personnel security guidelines,

• Contractor shall submit pre-vetted and completed Security Clearance Package for all proposed personnel,

• Organize and run weekly contract status report meetings to provide updates on contract deliverables, action items, risks and issues, and

• The Contractor’s on-site Project Manager and/or Government Project Manager (GPM) must obtain the Census Bureau Building Pass from a departing individual and deliver it to the COR, who shall notify Access Control to deactivate the badge.

C.4.1.1 Transition In The Contractor shall obtain answers to questions, plan for a smooth and timely transition, and ensure their ability to continue normal planned activities for Decennial Directorate Schedule Management to meet all pre-defined timelines and Census Bureau’ objectives without disruption.

The Contractor transitioning in shall cooperate and work in good faith with the Contractor transitioning out to affect an orderly and efficient transition. The Contractor shall provide and implement a Transition-In Plan to ensure all Contractor transitional services shall be accomplished within the timeframe required by the Government.

Transition activities shall include conducting the following during the transition-in period:

• Project Management – Management procedures for progress reporting, invoicing, risk and issue identification and management, and staff management.

• IMS Database Support – Continued maintenance in both the database schedule content and performance of all P6 Applications. This includes direct support to all schedule POCs for updating, analysis, and reporting progress of schedules. Creation, optimization, and baseline of 2030 IMS for the 2030 Program and other Decennial Programs such as Special Census.

• Project Server Administration Support – Perform the role of the Microsoft Project Server Administrator for the DCMD. Manage and support Project Server timesheets, intermediate project schedules, resource loading and the EVM Dashboard.

• Testing Support – Testing the Oracle Primavera and Microsoft Project Server application upgrades, patches, CRs and any other software tools updates; developing test plans, test cases, test execution scripts, and documenting test results as it relates to these routine updates, security patches, etc.

• Enhancement Operations & Maintenance – Work with the Decennial IT Division and or Enterprise IT Support to assist with requirements, process flows, installing, configuring, testing and verifying Primavera system or schedule supporting application enhancements.

• Security Support – Safeguarding sensitive decennial information. Maintain access as it pertains to the User Access Management Plan

• Communications, Training, and Project Management Support – Preparation to fully understand and prepare for the tasks related to assisting with the planning, coordination, communication, and management of DCMD and 2030 Decennial enhancements and upgrades.

C.4.1.2 Transition Out The Contractor shall provide and implement a Transition-Out Plan to ensure all Contractor transitional services shall be accomplished within the timeframe required by the Government.

Transition of knowledge, processes and procedures to the incoming contractor shall not disrupt normal day to day support and maintenance of our customers or schedule tools.

Transition activities shall include conducting the following during the transition-out period:

• The Contractor shall cooperate and work in good faith with the new Contractor to affect an orderly and efficient transition to the new Contractor.

• The Contractor shall, upon the Contracting Officer's written notice, coordinate and implement in good faith a plan with the Government and new Contractor to determine the nature and extent of the transition coordination services required and provide information and data, approved by the Government, in a timely and professional manner.

• The Contractor shall review and update Scheduling Branch documentation, prior to the completion of the project. This includes schedule management plans and processes and baselined documentation. The purpose is to ensure accurate documentation is maintained in support of effective knowledge transfer.

• The Contractor shall provide and implement a Transition-Out Plan that coincides with and responds to the new Contractor’s Transition-In Plan.

• The Contractor shall accomplish all transitional services within the timeframe required by the Government.

• The Contractor shall participate in a close-out meeting to address any final Government concerns and to provide any final materials requested.

C.4.1.2.1 Project Completion The Contractor shall provide support for project completion activities including:

• Return any reports, notes, and supporting documents to the Census Bureau, as well as any materials loaned or purchased by the Census Bureau.

• Review project documents and update if required.

• Update resource assignments.

• Document the project outcomes.

• Document the Lessons Learned and Recommend Improvements. In gathering Lessons

Learned, the Contractor shall adhere to the Census’s Paperwork Reduction Act Office policies.

• Submit a Project Completion Report.

C.4.2 TASK 2: SCHEDULE ARCHITECTURE & MANAGEMENT SUPPORT

The Contractor shall provide project management support on behalf of the Decennial Directorate. All projects shall be in compliance with Decennial Directorate, Decennial Program Management Office (DPMO), and USCB Program Life Cycle policies. Project management responsibilities for all assigned projects include the following:

• Ensuring project teams adhere to Decennial, DPMO, and other USCB policies.

• Creating and maintaining documentation including, Project Management Plans, Lessons

Learned and project close out reports for all assigned projects.

• Building a resource loaded project schedule, at the intermediate level, in the current

Decennial Directorate/USCB scheduling environment to include the Integrated Master Schedule (e.g. Enterprise Project Server) as needed and obtaining baseline approval within the current Decennial timeline (e.g. 30 business days).

• Building Earned Value Management (EVM) into project schedules (e.g. Enterprise Project Server, Oracle Primavera) as required by the DCMD Scheduling Branch Chief or other Decennial 2030 Schedule Management from other Decennial Divisions ((ACSO, DITD, DSSD, GEO, RVDO, DBO, DCEO, DCCO, DDSSO)).

• Provide support for extracting project data and metrics, creating reports and dashboards, ad hoc queries, data warehousing, and other reporting services from the Primavera and/or Enterprise Microsoft Project Server databases.

• Ensure the architecture is in place to report program progress based on work elements as defined in the 2030 WBS and Dictionary as well as by the work responsible by management level and program role.

• Write and/or edit business and technical documents, including DCMD/Decennial Directorate schedule management plans and policies, schedule change management processes, standard operating procedures, business cases, reports, user manuals, quick guides, briefings and presentations, functional descriptions, system specifications, guidelines, special reports, training materials, and other project deliverables,

• Ensure all project and schedule documentation adheres to the Enterprise and Decennial Schedule Management Systems (e.g., template and other deliverables) and GAO scheduling Best Practices,

• Produce weekly reports showing status of schedules in development, schedules in production/maintenance, and schedule change requests, including the percentage of completion for each and other metrics as requested. This also includes ad hoc reports or extracts as requested from the project and program schedule POCs for use in schedule and project analysis,

• Provide recommendations on best practices for knowledge management,

• Provide consulting support regarding any required integration between schedule reporting and other decennial reporting (Performance Measurement Reporting, Budget, Dashboard, CPIC/E300, Outcome Management, etc.).

• The Contractor shall provide a report of the 2030 IMS health as measured against the GAO Schedule Assessment Guide’s Best Practices for Project Schedules and the Defense Contract Management Agency (DCMA) 14-point assessment.

• Identify activities not meeting GAO Best Practices and DCMA 14-point criteria and provide a written recommendation of how to correct the deficiencies identified

C.4.2.1 SCHEDULE MANAGEMENT SUPPORT

The Contractor shall provide advice and guidance to staff about activities necessary to integrate earned value management practices and reporting (American National Standards Institute/Electronic Industries Alliance (ANSI/EIA) Standard 748) to monitor and report progress against projected cost, schedule, and performance goals in USCB Decennial projects.

• Provide the Decennial Directorate with up-to-date reports regarding earned value for programs and projects, upon request.

• Provide the Decennial Directorate with up-to-date reports regarding CPIC/E300 for programs and projects, upon request.

• Support the DCMD SB in creating, implementing, and maintaining reports and dashboards in support of various levels of schedule reporting and provide documentation.

The primary reporting platform at the Census Bureau is Power BI.

• Provide a schedule architecture recommendation for managing the 2030 Census IMS using Primavera (hereafter called P6) and Microsoft Project Server (MSPS) where applicable that aligns with the Office of Program, Performance and Stakeholder

Integration’s (PPSI) Enterprise Management Process and Decennial’s 2030 Schedule Management Plan and processes tied to the IMS.

• Provide the USCB with a schedule architecture implementation plan that includes timeline and costs for managing the 2030 Census schedule using P6 and MSPS, where applicable, that aligns with Office of PPSI process and Decennial’s 2030 Schedule Management Plan, and processes tied to the IMS.

• Provide written documentation of iterative Baseline (BL) plans at the direction of the USCB. Plans shall include measurable completion criteria, iterative milestones, and weekly reports to senior management as to progress towards the IMS development goals.

• Integrate the project schedules (operations and systems) into an integrated master schedule for the Census program with horizontal and vertical traceability.

• Assist the USCB with refining and maintaining project and activity codes, including working with SB to document all codes; assist the USCB with refining, revising, and maintaining global calendars, as needed; build and maintain appropriate layouts, filters, and reports for internal and external stakeholders.

• Create, analyze, assess, and implement schedule change requests (CR), adhering to the established Census Bureau Decennial Change Management Plan and Schedule Management Plan.

• Assist in troubleshooting, answering questions, or when requesting training, on the IMS and MSPS Schedules to Statusers, Team Members, Status Managers, and any applicable roles, as needed. Training would cover any aspect of the schedule system as implemented in DCMD, including resource loading, roles (ex. Status Manager, etc.), schedule organization, etc.

• Develop, implement, and conduct, under the USCB guidance and approval, Schedule Risk Analysis using the Monte Carlo simulation method, including the critical path analysis, unless the USCB approves an alternate method.

• Provide 2030 Census Schedule Development and Maintenance support as a systems integration consultant for Primavera and MSP scheduling tools in support of implementing the USCB’s Enterprise Portfolio Management Process.

• Perform schedule migration that may include test schedules, sample data, training data, and production data to specific target environments. Migrations may include new applications or enhancements to the existing Decennial Schedule Management systems.

The Contractor will work closely with the Decennial and USCB enterprise teams and/or other Census groups in a multi-contractor environment to support current and/or new efforts.

The Contractor shall support the USCB with 2030 IMS (and potentially early 2040 IMS) schedule development, integration, optimization, and baselining; weekly schedule status meetings, weekly schedule status reports, drafting schedules in final draft form; participation in established change management process, scheduling best practices, and knowledge transfer. In so doing, the Contractor is expected to work closely with other contractors, in SB and within the Census Bureau, on the listed tasks below:

• Assist in building, optimizing, baselining and maintaining all project schedules and ensure the P6 system contains all necessary activities and supporting operations/systems in the schedules while adhering to GAO Scheduling Best Practices and Decennial Management/DCMD policies.

• Assist in the creation, update, management, and analysis of the IMS for projects and programs in accordance with work breakdown structures (WBSs) and perform overall analysis of labor, schedule, risk, trigger dates, resource needs, dependencies, discrepancies, conflicts, and performance on a regular basis to identify issues and items on the critical path. This includes coordination of weekly schedule status meetings with IMS stakeholders to finalize reports and dashboards.

• Create, analyze, assess, and implement schedule change requests (CRs), adhering to the established Census Bureau Decennial Change Management Plan and Schedule Management Plan.

• Assist in troubleshooting, and answering questions, on the IMS and EPMT Schedules to Statusers, Team Members, Status Managers, and any other applicable roles.

• Support User Acceptance Testing (UAT) of schedule system tools, as needed.

C.4.2.2 DECENNIAL GOVERNANCE SUPPORT

The Contractor shall support the established Decennial Governance boards (including, but not limited to: Program Management Governance Board (PMGB), Risk & Issue Board (RIB), Change Control Board (CCB). This includes the following:

• Planning, preparation and distribution of advance materials (physical or electronic).

• Provide subject matter expertise as requested.

• Posting information via SharePoint and monitoring.

• Disseminating information via public mailbox.

Provide written responses to requests and inquiries from USCB executive staff and DCMD management, as well as any oversight agencies such as GAO, OIG, DOC, and Congressional Committees via the SB Branch Chief and/or Assistant Division Chief. This may require fast turnaround reporting directly from the schedule, or narrative in support of the schedule, or explaining processes, etc. This is a large part of the task and is critical to the day-to-day functioning of the SB and the USCB.

C.4.3 TASK 3: SYSTEM UPGRADES, TESTING AND ADMINISTRATION

Primavera Tool Support: The Contractor shall provide subject matter expertise, collaboration and support to system and software maintenance teams and associated activities, including agency testing, patch management, configuration management, asset management and other federal, enterprise, and cybersecurity requirements associated with the Primavera Schedule COTS System.

• The Contractor shall have a thorough understanding of the DCMD and Decennial environment, application, and interfaces and shall create new documentation/user guides, update existing documentation/user guides, and maintain the documentation in the project document repository in SharePoint. Documentation will include functional user guides, requirements and other required Schedule documentation.

• The Contractor shall ensure accuracy of the documentation as Decennial Schedule Management applications are changed or when new applications are developed or installed.

• The Contractor shall ensure all project and schedule documentation adheres to the Enterprise and Decennial Schedule Management Systems (e.g., templates and other deliverables) and GAO Scheduling Best Practices.

• The Contractor shall support the 2030 Decennial Census in the development of Integrated Master Schedule (IMS) Documentation and Reporting and capture and archive all baselines of the 2030 Census IMS projects.

• The Contractor shall support Security Audits and documented evidence required from the Census IT and Security offices. This includes providing an inventory of all users and roles to P6 monthly and update the process document defining how user access is managed and periodically reviewed and validated.

C.4.3.1 SCHEDULE SYSTEM UPGRADES

The Contractor shall provide support to USCB with systems integrations, to include but not limited to creating and delivering test plans, test scripts, schedules, test results for software and/or hardware upgrades, participate in the upgrade process, system conversions, knowledge transfer, and operations and maintenance, as follows:

• Troubleshoot issues that arise with integrating 2030 USCB Scheduling data using Primavera and MSPS in support of implementing the USCB’s Enterprise Portfolio Management Process and Decennial’s 2030 Census IMS process.

• Provide support DCMD Representation on security audits, server migration and/or upgrades, Enterprise IT or Security integration or policy adherence, etc.

• Support the implementation of security patches provided by Oracle following Census guidelines and policies.

• Inform DCMD staff on available version upgrades to P6 and provide recommendations.

Upon SB approval of implementing an upgrade, will work with Census IT SMEs to implement upgrades.

• Assist with the assessment of the software and/or hardware that will be used for the 2030 Census scheduling tool.

• Provide expert-level question and answer support, either by phone, email, or in-person, as required, for USCB participants in the use of Primavera and MSPS in support of the USCB’s Enterprise Portfolio Management Process; and expert-level technical review of the USCB’s documentation, as directed by the COR.

• Provide system, troubleshooting and training support and diagnosis, including application errors and faults, for issues related to the IMS, Primavera applications and/or the MSPS.

• Provide support and maintenance related to Primavera Professional Client and Web for workstations and VDI, and system servers across all environments.

• Attend and participate in all meetings necessary for system function and implementation, including Enterprise related meetings that impact our systems and Primavera version coordination meetings.

• Act as a liaison between the SB and other technical areas to provide clear understanding of technical terminology as it pertains schedule management (i.e. pros and cons of moving forward with upgrades; explain technical terminology and implications into nontechnical language).

• Monitor Oracle patch release and upgrades and coordinate, support, and/or implement system upgrades, patches, and hot fixes for the client installation, web application, and/or middleware components with USCB approval (Oracle Primavera).

• In support of knowledge transfer, provide executive summary document on completed work that includes a written analysis of completed work that includes upgrade/patch/hot fix applied, process used, test plans and results, and additional meta data as requested by the USCB and/or recommended by the Contractor.

• The Contractor shall coordinate development and upgrade of Oracle Primavera software objects deployed to USCB users by Customer Services Division (CSVD) and work with all involved parties and divisions.

• Coordinate with Oracle database administrators in support of the 2030 IMS production, user acceptance testing, training, and parallel production instances. This includes coordinating requirements with the schedule staff, management, and project teams to ensure completion.

C.4.3.2 SCHEDULE SYSTEM TESTING

The Contractor shall provide the following:

• Software testing support for the Decennial Directorate to ensure that the Decennial Oracle Primavera and Microsoft Project Server systems meets its customers’ requirements and ensures that all requirements identified are tracked through the design process and satisfied through testing. The tests measure the accuracy, accountability, and reliability of the Decennial Directorate to ensure correct and complete compatibility to the schedule requirements.

• Document and perform according to DCMD’s and USCB Enterprise testing processes.

Testing support services shall include the following:

• Test software following DCMD and USCB Enterprise software testing process.

• Record all defects in DCMD’s Testing Repository in SharePoint.

• Perform all aspects of testing as directed by the task manager:

o Integration, o Regression, o Performance, o Unit testing, and o 508 Compliancy.

• Document test plans and test scripts.

• Examine test results, including the development of support code necessary to examine the results if applicable. Ensure the system is performing with optimum efficiency while also verifying the integrity of the data.

• Create schedule related test data.

• Work with Census Bureau staff to perform acceptance testing using both test and live data:

o Assist functional users with training prior to User Acceptance Testing (if necessary), and o Assist with the coordination of User Acceptance Testing.

• Ensure that performance standards are met in a production environment.

• Perform Peer Reviews on testing artifacts (i.e., test plans, test scripts, test scenarios, etc.)

• Support requirements and change management by identifying areas of impact.

• Work with functional support teams in Decennial and Field Division along with

Enterprise Team Leads to elicit and analyze and document; requirements using various tools and techniques.

• Create and maintain Oracle Primavera and/or Microsoft Project Server software specifications.

• Create and maintain business, functional, regulatory, and system requirements documents.

C.4.3.3 SCHEDULE SYSTEM ADMINISTRATION

The Contractor shall control and manage user access to these databases, project schedules, baselines, as required.

• Manage the P6 Organizational Breakdown Structure and Resource List as well as assist in creation and maintenance of the Enterprise Project Structure for the 2030 Census ensuring its alignment to the 2030 Work Breakdown Structure (WBS).

• Assist the USCB in the setup, assigning and maintenance of security profiles for all client and web users in Oracle P6 and MSP to ensure proper access to projects and activities.

• Create, document, manage, and maintain user-training environments, data, materials, and advanced scheduling concepts training.

• Document and provide support to the Decennial Directorate (DD) Business Administrator, in all aspects of Enterprise Project Server administration, management, and support.

• Document and provide administration support of the Enterprise Project Server environment for the Decennial Directorate.

• Provide recommendations on improvements to report design and metrics gathering in order to present data in a clear and concise manner to all levels of management.

C.4.4 TASK 4: DECENNIAL SCHEDULE MANAGEMENT SURGE SUPPORT

The Contractor shall provide additional resource support on an ad hoc/as needed basis to provide adequate coverage of operational needs as they are defined throughout the decade. These tasks include the same tasks as noted in Task 2 for additional projects that may be initialized.

C.5 TRAINING

The Government shall not be charged any costs incurred by the Contractor as a result of providing training to its personnel to meet or maintain the technical qualifications specified in this contract. This includes any training required by the Contractor to meet the technical skills for upgraded/new operating and application environments. This includes, but is not limited to, courses, books, and enrollment fees or staff hours.

C.6 TRAVEL REQUIREMENTS

No travel is authorized for this contract.

C.7 GENERAL STAFFING REQUIREMENTS

The Contractor shall provide and maintain a Staffing Plan. The Contractor shall develop, maintain, and adhere to staffing approach documentation that describes all the resources and skillsets needed for the Contractor to meet the requirements stated in this contract and how the Contractor will obtain those resources throughout the life of the contract. The Staffing Plan should describe roles and responsibilities. For each staff identify their labor category. The Staff Plan should include the Contractor’s retention strategy to minimize staff turn-over. In addition, the Staffing Plan should identify the transition strategy to move responsibilities from staff who are leaving the project to staff who will take over the responsibilities.

The Contractor shall provide personnel for performing the activities identified in the Requirement Section under this contract who are fully qualified, trained, experienced, competent to perform their assigned work. Reference section H.1.2 for required skills and relevant experience.

C.7.1 STAFF COVERAGE PLAN

The Contractor shall provide the requested services during all days of government operation, as specified in the requirements above. If Contractor staff will not be available for work due to an unplanned absence, for a period of more than 3 days, the Contractor shall provide suitably qualified substitute staff to ensure that there is no gap in the services provided to the USCB. This will be the responsibility of the Contractor’s Program Manager.

C.7.2 CONTRACTOR STAFF TRAINING

The Contractor shall provide and maintain a qualified staff of personnel to meet the requirements of the PWS. The Contractor shall provide training to keep its personnel abreast of changes associated with the requirements of the contract. The Contractor shall provide training to its personnel for all new technology that is introduced by the USCB. The USCB COR will notify the Contractor’s Program Manager of new technology being implemented at the USCB. In addition, the Contractor shall ensure that its personnel receive appropriate safety, health, and environmental training in accordance with Federal, state and local requirements, and as determined as necessary by the USCB. The Contractor shall provide documentation of such training upon the request of the COR and/or Contracting Officer. The Government will not directly reimburse the contractor for the training costs of its employees to meet or maintain IT certification, professional training requirements, or any other contract requirements.

C.7.3 CERTIFICATION AND TRAINING REQUIRMENT

A record of staff’s coursework, training, and/or certification(s) must be maintained by the Contractor’s PM and is subject to COR review. While certification is not required, should staff require training on necessary tasks, it is the responsibility of the Contractor to train them while still maintaining production rates. The Contractor shall not bill the Government for hours spent on obtaining certifications.

All personnel working on behalf of the Bureau or in its facilities are required to complete mandatory Census Bureau training, such as Data Stewardship Awareness Training and Title 26 Awareness Training. Further, personnel that refuse to complete the training will not be cleared as they will not be granted access on several floors within the headquarters building or certain systems. All records shall be maintained by the contractor’s PM and subject to COR review.

C.7.4 STAFF CHANGE NOTIFICATION

The Contractor shall provide written notification, via e-mail, to USCB regarding any staffing changes. This communication must be sent to the COR and TM at least 10 business days prior to the date of the staffing change. The notification shall provide details on the staffing change and the plan to ensure there is no disruption in service.

End of Section C

SECTION F: DELIVERIES AND PERFORMANCE

F.1 CAR 1352.270-70 – PERIOD OF PERFORMANCE (APR 2010)

The base period of performance of this contract is from April 01, 2026, through March 31, 2027. If an option is exercised, the period of performance shall be extended through the end of that option period. The option periods that may be exercised are as follows:

Period of Performance

Start Date End Date

Option Period 1 April 01, 2027 March 31, 2028

Option Period 2 April 01, 2028 March 31, 2029

Option Period 3 April 01, 2029 March 31, 2030

Option Period 4 April 01, 2030 March 31, 2031

6-Month Extension

April 01, 2031 September 30, 2031

The notice requirements for unilateral exercise of option periods are set out in FAR 52.217-9.

The Government reserves the right to unilaterally exercise the Option Period based on the Contractors successful completion and submission of deliverables. The Government may issue written notification of its intent to exercise an option period within the last three (3) days of the current period of performance.

(End of Clause)

F.2 PLACE OF PERFORMANCE AND REMOTE ACCESS CLAUSE

Services shall be performed at the USCB located at 4600 Silver Hill Road, Suitland, MD, 20746.

Services may be performed at other Census Bureau facilities and remote locations not directly managed by the Census Bureau only with approval of the COR, and subject to any other approvals as required by Census Bureau policy and described below.

The COR may authorize the performance of services under this task order at facilities not managed by the Census Bureau provided those services do not involve access to or use of:

Census Bureau data protected under Title 13 U.S.C.; Federal Tax Information protected under Title 26. U.S.C.; any system that stores or processes data protected under Title 13 or Title 26; or the Census Bureau’s corporate information technology (IT) network. Contractors are, at all times, prohibited from accessing any of these data or assets from non-authorized locations.

The COR may authorize performance of services under this task order (including services that require electronic access to information protected by Title 13 U.S.C. and if authorized by the Internal Revenue Service information protected by Title 26 U.S.C.) at the contractor’s individual place of residence. To facilitate performance of these services, access to Census Bureau IT resources may, subject to Division or Office Chief approval, be granted via a Virtual Private Network (VPN) enabled Census Bureau-issued Laptop or through the Virtual Desktop Infrastructure (VDI).

Except as described above, the performance of any services at locations not managed by the Census Bureau that involve access to or use of: data protected under Title 13 U.S.C.; Federal Tax Information protected under Title 26. U.S.C.; any system that stores or processes data protected by Title 13 or Title 26; or the Census Bureau’s corporate IT network may be subject to the following additional approvals:

• Review and approval of the physical security controls at the remote location by the Census Bureau’s Office of Security. This review may include an on-site inspection.

• Review and approval of the IT security controls in place at the remote location by the Census Bureau’s Office of Information Security. This review may involve the authorization of any systems that will handle and process the Census Bureau’s data, or that will connect to the Census Bureau’s network.

• Review and approval by the Internal Revenue Service if the services to be performed involve access to or use of Federal Tax Information protected under Title 26 U.S.C.

• Review and approval by the Census Bureau’s Policy Coordination Office and/or Data Stewardship Executive Policy Committee.

Contractors are not authorized to work remotely with Federal Tax Information (FTI) protected by Title 26 U.S.C. unless executed by federal government contingency planning due to uncertain events and approval from the Internal Revenue Service (IRS). If allowed to work remotely with FTI, each vendor contract must contain language for safeguarding federal tax information as mentioned in IRS Publication 1075, Exhibit 7 (https://www.irs.gov/pub/irs-pdf/p1075.pdf).

Contractors may only perform services for the Census Bureau from approved locations. If authorized to work remotely, contractors must still adhere to all applicable Census Bureau Data Stewardship and IT Security Policies and complete all required training. The COR is responsible for ensuring the required training is completed for every contractor authorized to work remotely, and the contractor’s access to Census Bureau IT resources and data assets will be terminated for non-compliance.

https://www.irs.gov/pub/irs-pdf/p1075.pdf

F.3 HOURS OF OPERATION

The following general guidelines apply to the hours of operation. However, exceptions to these guidelines may be required based on customer demand loads. This includes “on-call” support during critical production periods that requires occasional support during evenings and weekends.

During normal operations, Census Bureau work hours are from 6:00 AM to 6:30 PM EST Monday - Friday (except for Federal Holidays). Normal entry to the Census Bureau headquarters is 6:30 AM though 6:30 PM Monday through Friday except Federal holidays. Access to the Census Bureau headquarters after hours and to other facilities requires additional security authorization and approval from the COR and CO.

F.4 LEGAL HOLIDAYS

a. The annual Federal holidays are as follows:

o New Year’s Day January 1st o Martin Luther King’s Birthday 3rd Monday in January o President’s Day 3rd Monday in February o Memorial Day Last Monday in May o Juneteenth June 19th o Independence Day July 4th o Labor Day 1st Monday in September o Columbus Day 2nd Monday in October o Veterans Day November 11th o Thanksgiving Day 4th Thursday in November o Christmas Day December 25th

b. In additional to the annual holidays, the Government may observe additional days as holidays, including:

o Any other day designated by Federal Statute o Any other day designated by Executive Order o Any other day designated by the President’s Proclamation

c. Unless otherwise authorized by the CO, observance of holidays by Government personnel shall not otherwise be a reason for an extension to the period of performance, delivery schedule, or entitlement of payment by the Government to the Contractor. In the event the Contractor’s personnel (including subcontractor) work during the holiday, they may be compensated for the work, in accordance with the Contractor’s operation/employee/business procedures; however, no form of holiday or other premium compensation will be paid by the Government, either as an additional direct or indirect cost, over the payments authorized in this contract.

d. When the Government grants excused absence to its employees (i.e. office closed due to inclement weather), onsite Contractor personnel may be dismissed by the Contractor at its discretion. However, such a dismissal will not be an excuse to change any service or delivery requirements under the contract. The Contractor agrees to continue to provide sufficient personnel to perform critical tasks already in operation or scheduled, unless otherwise authorized by the Contracting Officer.

F.5 MILESTONES/DELIVERABLES

The Contractor shall provide the following deliverables. All documentation shall be delivered as an electronic “soft copy” and meet the Census Bureau’s corporate identity and writing standards; the Government will provide final approval for all documentation. The standard deliverables are listed in the following table.

Note: FAR 52.249-14 Excusable Delays (APR 1984)

No

Section Deliverables Draft Delivery Date

Final Delivery Date

1 Section F.5.2.1

Kick-Off Meeting, Agenda, and Materials Kick-Off Meeting Minutes n/a No later than 1 business day before the kick-off meeting.

Minutes within 3 business days after meeting.

2 Section C.4, F.5.2.2

Integrated Master Schedule (IMS) n/a Ongoing as Required;

pdf copies of revised baselines as required

3 Section C.4.1, F.5.1.1

Transition In Plan Draft due at Kick-Off Meeting

Final within 10 business days of the Kick-Off Meeting.

4 Section C.4.1, F.5.2.3

Weekly Status Reports (WSR) n/a Ongoing Weekly

5 Section C.4.1, F.5.1.2

Monthly Status and Cost Progress Reports (MS&CPR) n/a Ongoing Monthly by 5th day of each month.

6 Section C.4.2, F.5.1.3

Project Management Plan (PMP) n/a Submitted with Technical Proposal (initially with base period then annually with new contract period).

No

Section Deliverables Draft Delivery Date

Final Delivery Date

7 Section C.4.1, F.5.1.4

Quality Control Plan (QCP) n/a Submitted with Technical Proposal (initially with base period then annually with new contract period).

8 Section C.4.1, F.5.1.5

Lessons Learned Report n/a No later than 20 business days before each contract period ends.

9 Section F.5.1.6

Self-Assessment Report n/a One year after award and annually thereafter

1 Section C.4.1 & C.4.2, F.5.2.4

Schedule Management Plan (updates)

Ongoing as directed by Task Manager/COR

Two months after award and annually thereafter

1 Section C.4.1.2.

1, F.5.1.7

Project Completion Report and Documentation

Draft due 180 business days prior to end of contract.

Final within 90 business days before contract ends.

1 Section C.4.1.2, F.5.1.8

Transition Out Plan Draft due 180 business days prior to end of contract.

Final within 90 business days before contract ends.

1 Section C.7, F.5.1.9

Staffing Plan n/a Submit with Technical Proposal.

Update when staffing changes occur.

1 Section C.4.2

Schedule Change Management Process (updates within the SMP)

Ongoing as directed by Task Manager/COR

Two months after award and annually thereafter

1 Section C.4.2

Training Documentation/Materials Ongoing as directed by Task Manager/COR

Two months after award and annually thereafter

1 Section C.4.2

Schedule Status Process (Quick Guides, process updates within SMP and training materials)

Ongoing as directed by Task Manager/COR

Two months after award and annually thereafter

F.5.1 DESCRIPTION OF DELIVERABLES

Deliverables associated with this contract include the following:

F.5.1.1 Transition In Plan (3):

The Government, incumbent, and the Contractor must work collaboratively to ensure a successful transition with minimal disruption to Government operations.

• The Contractor shall assist the government in planning and implementing a complete transition from the 2030 Schedule Architect and 2030 Schedule Support Services contract to the follow-on support provider.

• The Contractor shall develop a Contract Transition In Plan and deliver the plan according to the timing identified the table in section F.5. The Transition In Plan should include risks associated with transition and provide mitigation strategies. This plan should include formal coordination with the government and incoming Contractor staff and management, deliveries of copies of existing policies and procedures, delivery of required metrics and statistics, and migration of the Primavera (P6) scheduling tool and its content, as required.

• The Contractor shall perform transition activities to assume full responsibility for all functions of the 2030 Decennial Schedule Architecture and the 2030 Schedule Support Services from the incumbent with minimal disruption to Government operations.

F.5.1.2 Monthly Status and Cost Progress Report (MS&CPR) (5):

The Contractor shall deliver a MS&CPR by the timing identified in section F.5. The Contractor shall work jointly with the government to determine the full contents of the MS&CPR. The MS&CPR shall be concise and at a minimum include the following information:

• Contract name and number and reporting period.

• Summary of work:

o A narrative review of work accomplished and/or significant events for the month being reported.

o Problems and solutions to include impacts on schedule, cost, and quality and proposed solutions.

o Percent of work completed toward deliverables and work products. Include estimates of time to complete deliverables.

o Risks Management: Identified risks along with probability and impact rating for each risk and contingency plans for, but not limited to the areas of project management, technical performance, staffing, and funding.

o Security issues, security risks, mitigation activities and/or plans.

o Financial Information including Planned Costs versus Actual Costs (monthly and cumulative) along with discussions of variances that exceed 10%. Include balance of funding and forecast/estimate to complete (ETC).

o Major activities planned for next month.

o A report on 2030 IMS health as measured against the GAO Schedule Assessment Guide’s Best Practices for Project Schedules and the Defense Contract Management Agency (DCMA) 14-point assessment.

F.5.1.3 Project Management Plan (PMP) (6):

The Contractor shall develop, deliver, maintain, and adhere to a PMP that describes the processes, mechanisms, and resources used in organizing and executing the contract team’s activities to perform the management, execution, and control of the 2030 Decennial Schedule Support program management tasks. The PMP describes the contract, project and the organizational information and management plans (Technical Resource, Change, Configuration, Communications, Data, Subcontractor, Quality, and Risk) required by the Contract.

F.5.1.4 Quality Control Plan (QCP) (7):

The Contractor shall develop, deliver, maintain, and adhere to a QCP to ensure prior to delivery that their deliverables/work products will meet the requirements of the contract. The Contractor shall submit QCP as part of the technical proposal, which will identify the minimum performance indicators, indices, and metrics to be used.