P15_-_SOD_041212.xlsx

XLSX spreadsheet 29 KB Posted Oct 16, 2012

Attached to: Vendor Collaboration for Program for International Student Assessment (PISA)
Solicitation number: ED-IES-12-R-0081
Issued by: Department of Education Contracts and Acquisition Management

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Schedule of Deliverables

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Sheet1

U.S. Participation in the Program for International Student Assessment (PISA) 2015

(IESNE120015)

		Schedule of Deliverables
Tasks	Deliverable no.	Activity	Type of task	Due Date	Quantity/Format	Date Received

Task 1: Contract Administration			FP
1.1		Project initiation and planning
	1.1.1	Post-award meeting material		within 2 weeks of contract award	1 electronic copy
	1.1.2.1	Revised master schedule for field test		within 2 weeks of contract award	1 electronic copy
	1.1.2.2	Revised master schedule for main study		no later than 7 months prior to contacting schools for recruiting	1 electronic copy
	1.1.3.1	Draft project management plan		within 3 weeks of contract award	1 electronic copy
	1.1.3.2	Final project management plan		Within 3 weeks of COR comments	1 electronic copy
	1.1.4.1	Draft staffing plan		within 3 weeks of contract award	1 electronic copy
	1.1.4.2	Final staffing plan		Within 3 weeks of COR comments	1 electronic copy
	1.1.5.1	Draft data security plan		within 3 weeks of contract award	1 electronic copy
	1.1.5.2	Final data security plan		Within 3 weeks of COR comments	1 electronic copy
	1.1.6	List of all personnel with signed Affidavits of Nondisclosure		within 4 weeks of contract award; update upon any staffing changes	1 electronic copy
	1.1.7	Test of transfer/retrieval system(s)		within 4 weeks of contract award	1 electronic delivery and retrieval of each deliverable format
	1.1.8.1	Draft informational brochure		within 6 weeks of contract award	1 electronic copy
	1.1.8.2	Final informational brochure		within 3 weeks of full NCES review	1 electronic copy for posting on the web; 50 color printed copies for NCES + sufficient copies for participants
1.2		Contract management
	1.2.1	Regular project meetings materials including master schedule		Project meeting weekly, bi-weekly or monthly throughout the contract. Meeting agenda and materials are due a day before the meeting	meetings by phone, in person, or other means; materials: electronic and hard copies for face-to-face meetings
	1.2.2	NPM meeting trip reports		within 3 business days after the meeting/training ends	1 represetative per meeting
	1.2.3	Monthly study progress and financial reports		1 month from the start of contract, on the 15th day of each month	1 electronic copy
	1.2.4	Project portal for housing electronic copies of proejct materials		within 1 month of contract award	1 project portal
1.3		Obtain OMB clearance for field test data collection
	1.3.1	Draft OMB field test clearance package		no later than August 1, 2013	1 electronic copy
	1.3.2	Revised OMB field test clearance package		within 5 business days of COR and NCES comments	1 electronic copy
	1.3.3	Revised package based on RIMS comments		within 5 business days of receipt of comments	1 electronic copy
	1.3.4	Responses to OMB questions on package		within 5 business days of receipt of comments	1 electronic copy
	1.3.5	Revised final field test clearance package for OMB approval		within 3 business days of final comments	1 electronic copy
	1.3.6	OMB clearance for field test		no less than 3 weeks prior to start of data collection	Confirmation of OMB clearance (OMB number assigned)
1.4		Obtain OMB clearance for the main study data collection
	1.4.1	Draft OMB main study memo or clearance package		no less than 7 months prior to start of data collection	1 electronic copy
	1.4.2	Revised OMB main study memo or clearance package		within 5 business days of COR and NCES comments	1 electronic copy
	1.4.3	Revised memo or package based on RIMS comments		within 5 business days of receipt of comments	1 electronic copy
	1.4.4	Responses to OMB questions on memo or package		within 5 business days of receipt of comments	1 electronic copy
	1.4.5	Revised final main study memo or clearance package for OMB approval		within 3 days of final comments	1 electronic copy
	1.4.6	OMB clearance for main study		no less than 4 months prior to start of data collection	Confirmation of OMB clearance (OMB number assigned)
1.5		Briefings and descriptive materials
	1.5.1	Project briefing materials (up to 5)		within 2 weeks of COR request	1 electronic copy
	1.5.2	Presentations on PISA project (up to 10)		within 2 weeks of COR request	1 electronic copy

Task 2: Study Design and Instruments			FP
2.1		Field test sampling plan and sample
	2.1.1	Revised U.S. sampling plan for field test		9 months before the field test (June, 2013)	1 electronic copy
	2.1.2	U.S. sampling frame, forms and required data and documentation for submission to international contractor for filed test		by established international delivery due date	1 electronic copy
	2.1.3	U.S. field test sample		upon approval of sampling plan	1 electronic copy of school sample list
2.2		Main study sampling plan and sample
	2.2.1	U.S. sampling plan for main study		7 months before contacting state/district/school	1 electronic copy
	2.2.2	U.S. sampling frame, forms and required data and documentation for submission to international contractor for main study		by established international delivery due date	1 electronic copy
	2.2.3	U.S. main study sample		upon approval of sampling plan	1 electronic copy
2.3		Adapt, prepare, and produce field test instruments
	2.3.1	International adaptation forms submitted for International review and approval		by established international delivery due date; submit to NCES for review at least 2 weeks before submitting to international contractor	1 electronic copy of each international adaptation form
	2.3.2	Adapted field test items/instruments and student instructions submitted for international verification;		by established international delivery due date	1 electronic copy of each adapted field test instrument and completed layout forms
	2.3.3	Final proofs of field test instruments for NCES final review and approval		within 1 week of receipt from the printer for paper-pencil instruments, and upon the final approval by international contractor/NCES for electronic instruments	for paper-based 1 electronic copy and 1 hard copy of each survey instrument; for computer-based 1 electronic version of each instrument
	2.3.4	Final field test instruments		3 weeks before the field test data collection start date	for paper-based 1 electronic copy and 1 hard copy of each survey instrument; for computer-based 1 electronic version of each instrument
2.4		Adapt, prepare, and produce main study instruments
	2.4.1	International adaptation forms submitted for International review and approval		by established international delivery due date; submit to NCES for review at least 2 weeks before submitting to international contractor	1 electronic copy of each international adaptation form
	2.4.2	Adapted main study items/instruments and student instructions submitted for international verification;		by established international delivery due date	1 electronic copy of each adapted main assessment instrument and completed layout forms
	2.4.3	Final proofs of main study instruments for NCES final review and approval for distribution		within 1 week of receipt from the printer for paper-pencil instruments, and upon the final approval by international contractor/NCES for electronic instruments	for paper-based 1 electronic copy and 1 hard copy of each survey instrument; for computer-based 1 electronic version of each instrument
	2.4.4	Final main study instruments		1 month before the main study data collection start date	for paper-based 1 electronic copy and 1 hard copy of each survey instrument; for computer-based 1 electronic version of each instrument

Task 3: Data Collection			CR
3.1		Recruit Schools and Students for Field Test
	3.1.1	Draft U.S. school and student recruitment plan for field test		3 months after contract start date	1 electronic copy
	3.1.2	Final U.S. school and student recruitment plan for field test		within 2 weeks of comments submitted on draft	1 electronic copy
	3.1.3	Draft U.S. national recruiting materials		submitted at same time as draft OMB field test package (task 1.3)	1 electronic copy
	3.1.4	Draft field test parent permission letters		submitted at same time as draft OMB field test package (task 1.3)	1 electronic copy
	3.1.5	Draft field test recruitment information packets		submitted at same time as draft OMB field test package (task 1.3)	1 electronic copy
	3.1.6	Final U.S. national recruiting materials		within 1 month of receipt of NCES and OMB approvals	1 electronic copy; 50 printed copies
	3.1.7	Final field test parent permission letters		within 1 month of receipt of NCES and OMB approvals	1 electronic copy
	3.1.8	Final field test recruitment information packets		within 1 month of receipt of NCES and OMB approvals	1 electronic copy
	3.1.9	Weekly recruitment status report for field test		1 week after start of recruitment effort, and every Monday thereafter until recruitment is completed	1 electronic copy of each weekly progress report
3.2		Recruit Schools and Students for Main Assessment
	3.2.1	Draft U.S. school and student recruitment plan for main assessment		within 1 month after field test recruitment ends	1 electronic copy
	3.2.2	PISA main study on sampled states' state assessment calendars		by end of school year preceding main study data collection	email confirmation
	3.2.3	Final U.S. school and student main assessment plan for recruitment and improving response rates		within 2 weeks after receipt of comments on deliverable 3.2.1	1 electronic copy
	3.2.4	Revise U.S. national recruiting materials for main assessment		submitted with draft OMB main study clearance package (task 1.4)	1 electronic copy
	3.2.5	Draft main assessment parent permission letters		submitted with draft OMB main study clearance package (task 1.4)	1 electronic copy
	3.2.6	Draft main assessment recruitment information packets		submitted with draft OMB main study clearance package (task 1.4)	1 electronic copy
	3.2.7	Final U.S. national recruiting materials for main assessment		within 1 month of receipt of NCES and OMB approvals	1 electronic copy
	3.2.8	Final main assessment parent permission letters		within 1 month of receipt of NCES and OMB approvals	1 electronic copy
	3.2.9	Final main assessment recruitment information packets		within 1 month of receipt of NCES and OMB approvals	1 electronic copy; 1 hard copy of the final recruitment package
	3.2.10	Weekly recruitment status report for main assessment		1 week after start of recruitment effort, and every Monday thereafter until recruitment is completed	1 electronic copy of each weekly progress report
3.3		Recruit and Train Data Collectors for Field Test
	3.3.1	Draft plan for field test data collector recruitment and training		at least 3 months prior to start of recruitment and training program	1 electronic copy
	3.3.2	Final plan for field test data collector recruitment and training		within 3 weeks of COR comments	1 electronic copy
	3.3.3	Draft field test data collector training materials		at least 4 weeks prior to training	1 electronic copy
	3.3.4	Final field test data collector training materials		at least 5 business days before training begins	1 electronic copy
3.4		Recruit and Train Data Collectors for Main Study
	3.4.1	Draft plan for main study data collector recruitment and training		at least 3 months prior to start of recruitment and training program	1 electronic copy
	3.4.2	Final plan for main study data collector recruitment and training		within 3 weeks of COR comments	1 electronic copy
	3.4.3	Draft main study data collector training materials		at least 4 weeks prior to training	1 electronic copy
	3.4.4	Final main study data collector training materials		at least 5 business days before training begins	1 electronic copy
3.5		Collect Data for Field Test
	3.5.1	Approved field test data collection manuals		1 month before field test data collector training	1 electronic copy
	3.5.2	Draft field test data collection/quality assurance plan		3 months prior to start of field test data collection	1 electronic copy
	3.5.3	Final field test data collection/quality assurance plan		2 weeks after receipt of comments on deliverable 3.5.2	1 electronic copy
	3.5.4	Weekly data collection status report		by COB Monday during data collection	1 electronic copy of each weekly progress report
	3.5.5	Draft field test data collection summary with recommendations for main study		within 1 month of completion of field trial	1 electronic copy
	3.5.6	Final field test data collection summary with recommendations for main study		within 2 weeks after COR's comments	1 electronic copy
3.6		Collect Data for Main Assessment
	3.6.1	Approved main study data collection manuals		1 month before main study data collector training
	3.6.2	Draft main study data collection/quality assurance plan		3 months prior to start of main assessment data collection	1 electronic copy
	3.6.3	Final main study data collection/quality assurance plan		2 weeks after receipt of comments on deliverable 3.6.2	1 electronic copy
	3.6.4	Recommend quality monitors to international contractor		by established international timeline	1 electronic copy
	3.6.5	Weekly data collection status report		after first week of data collection, and every Monday until end of data collection	1 electronic copy
3.7		Final report on data collection for improvement on main study
	3.7.1	Draft plan for field test data entry per OECD specifications		2 months prior to create dataset	1 electronic copy
	3.7.2	Final plan for field test data entry per OECD specifications		within 2 weeks of receipt of comments on deliverable 3.7.1	1 electronic copy
	3.7.3	Produce and deliver field test dataset		based on the deadline of international contractor	1 electronic copy
3.8		Produce main assessment dataset
	3.8.1	Draft plan for main assessment data entry per international contractor's specifications		2 months prior to create dataset	1 electronic copy
	3.8.2	Final plan for main study data entry		within 2 weeks of receipt of comments on deliverable 3.8.1	1 electronic copy
	3.8.3	Draft Disclosure Analysis Plan (DAP);		3 months prior to submit data to international contractor	1 electronic copy
	3.8.4	Final disclosure analysis plan		within 1 week after receiving comments	1 electronic copy
	3.8.5	Draft data matching and swapping report		within 1 week after the approval of DAP	1 electronic copy
	3.8.6	Final data matching and swapping report		within 1 week after receiving comments	1 electronic copy
	3.8.7	Main study dataset		after the approval by DAP and based on the negotiated deadline with the international contractor	1 electronic copy
3.9		Score field test assessment and code questionnaire data
	3.9.1	Draft plan for field test scoring and coding recruitment, and for scoring/training program		at least 2 months prior to anticipated start of data coding/scoring	1 electronic copy
	3.9.2	Final plan for field test scoring and coding recruitment, and for scoring/training program		within 1 week of receipt of comments on deliverable 3.9.1	1 electronic copy
	3.9.3	Field test scoring/coding training materials		within 5 working dates prior to distributing to trainees	1 electronic copy
	3.9.4	End of training report on inter-rater reliability for field test		at the end of scoring training	1 electronic copy
	3.9.5	Mid-point inter-rater reliability for field test		at the mid-point of scoring activities	1 electronic copy
	3.9.6	End-point inter-rater reliability for field test		at the end of scoring activities	1 electronic copy
	3.9.7	Report on scoring/coding training and plan for improvements during main assessment		1 month after completion of scoring	1 electronic copy
3.10		Score main study assessment and code questionnaire data
	3.10.1	Draft plan for main study scoring and coding recruitment, and for scoring/training program		at least 2 months prior to anticipated start of data coding/scoring	1 electronic copy
	3.10.2	Final plan for main study scoring and coding recruitment, and for scoring/training program		within 1 week of receipt of comments on deliverable 3.10.1	1 electronic copy
	3.10.3	Main assessment scoring/coding training materials		within 5 working dates prior to distributing to trainees	1 electronic copy
	3.10.4	End of training report on inter-rater reliability for main assessment		at the end of scoring training	1 electronic copy
	3.10.5	Mid-point inter-rater reliability for main assessment		at the mid-point of scoring activities	1 electronic copy
	3.10.6	End-point inter-rater reliability for main assessment		at the end of scoring activities	1 electronic copy
	3.10.7	Report on scoring/coding training and suggestions for improvement for next administration		1 month after completion of scoring	1 electronic copy

Task 4: Prepare and Disseminate Results			FP
4.1		Prepare technical reports
	4.1.1.1	Draft field test item review memo		no later than 3 weeks prior to NPM meeting on Field test results	1 electronic copy
	4.1.1.2	Final field test item review memo		1 week after comments on deliverable 4.1.1.1	1 electronic copy
	4.1.2.1	Outline for survey operations/technical report		within 6 weeks after submitting main study dataset to international contractor	1 electronic copy
	4.1.2.2	Draft survey operation/technical report		within 4 months prior to release of national and international reports	1 electronic copy
	4.1.2.3	Final survey operations/technical report		within 2 months of the release of the national and international reports	1 electronic copy
	4.1.3.1	Outline for non-response bias analysis		1 month prior to main study data collection	1 electronic copy
	4.1.3.2	Preliminary non-response bias analysis report		within 2 months of completion of data collection (submitted along with data to international contractor)	1 electronic copy
	4.1.3.3	Draft non-response bias analysis report		10 months prior to release of national report	1 electronic copy
	4.1.3.4	Final Non-response bias analysis report		6 months prior to release of national report	1 electronic copy
4.2		Develop and Produce PISA U.S. national report

	4.2.1.1	Draft national report analysis plan	no later than 18 months prior to release of national report	1 electronic copy
	4.2.1.2	Final national report analysis plan	within 2 weeks after comments from COR	1 electronic copy
	4.2.1.3	Draft table/figure shells and technical appendix	10 months prior to release of national report; revised versions due within 2 weeks after comments from COR	1 electronic copy
	4.2.1.4	Draft analyses to populate table/figure shells	6 months prior to international data release	1 electronic copy
	4.2.2.1	Draft national report and factbook (Word/ Excel version)	5 months prior to release of national report	1 electronic copy
	4.2.2.2	Final national report and factbook (Word/Excel version)	at least 7 working days prior to scheduled release date	1 electronic copy
	4.2.2.3	Final national report (PDF version)	at least 7 working days prior to scheduled release date	1 electronic copy
	4.2.2.4	Final national report (HTML version)	at least 7 working days prior to scheduled release date	1 electronic copy
	4.2.2.5	Final national report (eBook version)	at least 7 working days prior to scheduled release date	1 electronic copy
	4.2.2.6	Final national report (GPO printing files of package)	within 2 weeks after release of national report	1 electronic copy and 1 hard copy for GPO duplication
	4.2.2.7	Color, hard copies of report (up to 50), and 1 electronic and hard-bound copy of factbook	at least 7 working days prior to scheduled release date	1 electronic copy and 50 colored hard copies
4.3		PISA school-level reports
	4.3.1	Draft school report plan with prototypes	at least 2 years before expected date of release of PISA 2015 data	1 electronic copy
	4.3.2	Final school report plan with prototypes	within 2 weeks of receiving comments from NCES	1 electronic copy
	4.3.3	Preliminary results web tool and reports for eligible PISA schools	within 1 month of availability of required data from international contractor	website access to get the school report
	4.3.4	Final results web tool and reports for eligible PISA schools	on or within 1 month of national or international report release	website access to get the school report
4.4		Produce main study electronic public-use datafiles and user's guide
	4.4.1	Draft public-use datafile	within 2 months after release of national report	1 electronic copy
	4.4.2	Final public-use datafile;	within 7 months after the release of national report	1 electronic copy
	4.4.3	Draft restricted-use datafile	within 2 months after release of national report	1 electronic copy
	4.4.4	Final public-use datafile	within 7 months after the release of national report	1 electronic copy
	4.4.5	Draft user's guide for public-use datafile	within 2 months after release of national report	1 electronic copy
	4.4.6	Final user's guide for public-use datafile	within 7 months after the release of national report	1 electronic copy
	4.4.7	Draft user's guide for restricted-use datafile	within 2 months after release of national report	1 electronic copy
	4.4.8	Final user's guide for restricted-use datafile	within 7 months after the release of national report	1 electronic copy

Task 5: Use Expert Help			CR
	5.1	Scope of work for expert(s)		at least 2 weeks and up to 3 months prior to the activity/event	1 electronic copy
	5.2	Materials to support activity		at least 3 weeks prior to the activity/event	1 electronic copy, and hard copies as needed
	5.3	Summary report of activity		within 2 weeks of the expert panel meeting or the conclusion of the task/activity	1 electronic copy
Task 6: PISA Validation Study (TBD)			CR
Options		TBD

Task 7 (Optional): Manage subnational participation in PISA			CR
	7.1	Memorandum detailing state participation plans		within 3 weeks of COR request	1 electronic copy
	7.2	Draft brochure		within 2 weeks of COR request	1 electronic copy
	7.3	Final brochure		within 2 weeks of COR comments	1 electronic copy
Task 8 (Optional): Conference for PISA 2015 Schools			CR
	8.1	Conference agenda		6 months prior to the conference	1 electronic copy
	8.2	Conference materials		6 weeks prior to the conference	1 electronic copy
	8.3	Conference summary report		within 2 weeks after the conference	1 electronic copy

Task 9 (Optional): Additional Subject-Matter Assessments			CR
	9.1	Memorandum with plans for integrating additional subject matter assessments into data collection		within 3 weeks of COR request	1 electronic copy

Task 10 (Optional): Disseminate Results			FP
	10.1	Draft plan for dissemination of study results		4 months prior to national report release	1 electronic copy
	10.2	Final plan for dissemination of study results		within 2 weeks after comments received on deliverable	1 electronic copy
	10.3	Prepare and deliver national report release materials		at least 5 days prior to national report release	1 electronic copy, and hard copies
	10.4	Press briefing		day of national report release	1 electronic copy, and hard copies
	10.5	Study release announcements		no later than 5 days prior to national release date	1 electronic copy
Task 11 (Optional): Item Development			FP
	11.1	Draft items for review by COR		at least 3 weeks prior to international deadline for submission	1 electronic copy
	11.2	Final items for submission to international contractor		in accordance with international schedule	1 electronic copy

&"Arial,Regular"&12Schedule of Deliverables for PISA 2015

04/12/2012 Page &P

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Sheet3

File details come from the government source that posted it. Updated Nov 14, 2017.