RFP_Attachment_6-_Sample_Task_Order_B_PWS.pdf

Sample Task Order B - PERFORMANCE WORK STATEMENT

Office of People Analytics (OPA) Centers for Health & Resilience (H&R) and Retention & Readiness (R&R) Surveys - Core Program

1.0 INTRODUCTION

OPA H&R/R&R requires support for a period of 12 months covering survey work in various stages including planning, data collection, dataset preparation, analysis, and/or distribution of results. See Technical Exhibit 1 for a list of survey names, acronyms, frequency, and planned data collection. The core program will involve work on surveys in stages as outlined below.

Survey

Development

Sample

Development

Coordination

Survey File

Preparation

Survey Field

Period

Weighting

Data

Product

Development, Distribution, and ad hoc analyses

SOFA1701 Apr 2018-

Apr 2019 SOFA1801 Apr 2018-

May 2018

Coordination Jul 2018 –

Aug 2018

Sept 2018 –

Nov 2018

Nov 2018 –

Apr 2019 SOFR1701 Apr 2018 –

Apr 2019 SOFR1801 Apr 2018 –

June 2018

June 2018 –

Sept 2018

Sept 2018 –

Apr 2019 SOFR1901 Coordination

Mar 2019-

Apr 2019

Mar 2019 –

Apr 2019

RCSS1701 Apr 2018 –

RCSS1801 Coordination Jun 2018 –

Nov 2018

Dec 2018 –

Mar 2019

ADSS1701 Apr 2018 –

WEOA1701 Apr 2018 –

Jun 2018

Apr 2018 –

Apr 2019 WEOR1901 Jan 2019 –

WGRC1601 Apr 2018 –

WGRC1801 Apr 2018 –

June 2018

Coordination

Sampling

July 2018–

Aug 2018

July 2018 –

Aug 2018

Sept 2018 –

Dec 2018

Jan 2019 –

Apr 2019

Mar 2019 –

2.0 BACKGROUND

These data support decision-making by the Office of the Under Secretary of Defense (Personnel and Readiness) (OUSD [P&R]), other OSD organizations, and a wide variety of customers both within and outside the DoD.

3.0 SCOPE

The contractor shall provide all personnel, management, supplies, and equipment necessary to perform the requirements outlined in this performance work statement. The objectives of this effort are to (1) provide support for the infrastructure for the following OPA H&R/R&R surveys;

(2) create documented databases that are ready for analysis, including analytical variables; (3) prepare analyses and reports; and (4) to perform functions, as assigned, for related surveys and analyses conducted by OPA.

4.0 REQUIREMENTS. The contractor shall:

4.1 Provide all analytical support activities required under the contract including producing and providing monthly reports, preparing and updating a Task Management Plan and required project-specific plans, and plan and attend a post-award kickoff meeting.

4.2 Provide infrastructure support including (1) tracking both internal and external R&R/H&R milestones for specific surveys and more general milestones, delivering weekly task reports for all surveys outlined in Section 1, keeping RSSC leadership aware of changes in timelines and requirements; (2) coordinating the survey review and approval process (policy office, Report

Control Symbol (RCS), OPA/DHRA) as needed for surveys outlined in Section 1 (all approvals shall be received two weeks prior to survey field date); and (3) providing communications support for publicizing the RSSC surveys and analyses in various venues to include the RSSC program web site and Defense Technical Information Center (DTIC).

4.3 As needed, assist with the operations analyst tasks on Status of Forces Surveys of Active Duty

Members (SOFS-A) surveys.

4.3.1 As needed, assist in conducting ad hoc analyses for sponsor data requests on current and previous

SOFS-A datasets as needed. Assist in the development of deliverables (excel pages, tab pages, briefs, codebooks, etc.) as needed.

4.3.2 On SOFS-A1701, as needed, assist in the operations analyst tasks, including creating recode variables for briefs, processing tabs, developing briefs, and developing codebook. Assist in conducting ad hoc analyses as needed for sponsor requests.

4.3.3 On SOFS-A1801, assist in operations analyst tasks as needed, including editing SRT questionnaire; editing SRT tab/briefing plans, inputting survey in SURVANT, developing webscreens in SURVANT, overseeing operations during field period (including 20/50/immediate returns records check), developing recodes, and processing tabs and briefings.

4.4 Conduct operations analyst tasks on Status of Forces of Reserve Component Member (SOFS-R) surveys.

4.4.1 Conduct ad hoc analyses on current and previous SOFR datasets. Develop deliverables (tab pages, excel pages, briefs, codebooks, etc.) as needed.

4.4.2 On SOFS-R1701, develop codebook, create recodes, and process briefs as needed.

4.4.3 On SOFS-R1801, edit SRT tab/briefing plans, input survey in SURVANT, develop webscreens in

SURVANT, oversee operations during field period (including 20/50/immediate returns records check), develop recodes, and process tabs and briefings.

4.4.4 On SOFS-R1901, edit SRT questionnaire as needed, develop webscreens in SURVANT.

4.5. Conduct operations analyst tasks on Reserve Component Spouse Surveys (RCSS).

4.5.1 Conduct ad hoc analyses on current and previous RCSS datasets. Develop deliverables (tab pages, excel pages, briefs, etc.) as needed.

4.5.2. On RCSS1701, edit SRT briefing plan, develop recodes and briefs, develop and finalize codebook. Conduct ad hoc analyses as needed for sponsor requests.

4.5.3 On RCSS1801, edit SRT questionnaire as needed; develop paper questionnaire; edit SRT tab/plan; develop webscreens in SURVANT; oversee operations during field period (including

50/immediate returns record check), develop recodes for tabs.

4.6 Conduct operations analyst tasks on Active Duty Spouse Surveys (ADSS).

4.6.1 Conduct ad hoc analyses on current and previous ADSS datasets. Develop deliverables (tab pages, excel pages, briefs, etc.) as needed.

4.6.2 On ADSS1701, develop recodes, develop brief, develop and finalize codebook. Conduct ad hoc analyses as needed for sponsor requests.

4.7 Conduct survey analyst and operations analyst tasks on the 2017 Workplace and Equal

Opportunity Active Duty (WEOA1701) Survey.

4.7.1 Conduct ad hoc analyses on current and previous Workplace and Equal Opportunity Survey of

Active Duty Members (WEOA) datasets. Develop deliverables (tab pages, excel pages, briefs, etc.) as needed.

4.7.2 Survey analyst tasks include creating tab/briefing plans, overseeing approval/coordination process, developing tabs intro (draft due April 15, 2018), drafting the survey report (due October

15, 2018), drafting the overview brief (September 15, 2018), and drafting an executive level brief

(September 30, 2018). Brief results as needed to sponsors, etc.

4.7.3 Operations analyst tasks include editing SRT tab/briefing plan, developing recodes for tabs and briefings, processing tabs, and developing briefs.

4.8 Conduct survey analyst and operations analyst tasks on 2019 Workplace and Equal Opportunity

Reserve Survey (WEOR1901).

4.8.1 Conduct ad hoc analyses on current and previous Workplace and Equal Opportunity Survey of

Reserve Members (WEOR) datasets. Develop deliverables (tab pages, excel pages, briefs, etc.)

as needed.

4.8.2 Develop draft WEOR1901 survey instrument for government review on Apr 1, 2019.

4.9 Conduct survey analyst and operations analyst tasks as needed on the 2016 Workplace and

Gender Relations Civilian Survey (WGRC1601).

4.9.1 Survey analyst tasks include ad hoc analyses as needed.

4.9.2 Operations analyst tasks include developing recodes for hoc analyses as needed for sponsor requests.

4.10 Conduct survey analyst and operations analyst tasks on the 2018 Workplace and Gender

Relations Civilian Survey (WGRC1801).

4.10.1 Survey analyst tasks include entering the survey instrument in the SRT, developing paper survey, creating tab/briefing plans in SRT, overseeing the survey approval/coordination process;

developing tabs intro (due January 15, 2019), report intro and outline (due February 15, 2019), drafting report sections as needed, and tab volume (due according to Microsoft Projects schedule).

4.10.2 Operations analyst tasks include editing SRT tab/briefing plan and questionnaire, assisting in the development of the paper survey, SURVANT entry, developing webscreens in SURVANT, overseeing operations during field period (including 20/50/immediate returns check), developing recodes, and processing tabs.

4.11 Conduct 5 ad-hoc studies and develop a survey note for each study.

4.12 Perform statistical sampling and weighting and begin writing Statistical Methods Report (SMR) for WGRC1801.

4.13 Perform statistical sampling and weighting and begin writing SMR for QSAPR1801.

4.14 Perform statistical sampling and weighting and begin writing SMR for WGRA1801.

4.15 Support/maintain RSSC’s Survey Reporting Tool (SRT). Provide continuing support for the

Survey Reporting Tool (SRT) used by RSSC to automate the production of survey reports and briefings in support of the surveys listed in Section 1. Within resource constraints, continuing support shall include: (1) fixing code when the programs do not perform as documented, making minor format changes when requested, (2) providing proposals for new features, and (3) implementing new features when government approved and when within resource constraints.

4.16 Contractor Manpower Reporting. Report all contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the Government via a secure data collection site. The Contractor shall completely fill in all required data fields using the following web address: http://www.ecmra.mil/. Reporting inputs shall be for the labor executed during the period of performance during each Government fiscal year (FY), which runs from 1 October through 30 September. While inputs may be reported any time during the FY, all data shall be reported no later than 31 October of each calendar year. Contractors may direct questions to the help desk at: http://www.ecmra.mil/.

5.0 DELIVERABLES

Title Ref. Deliverable

Post-Award Kickoff Meeting 4.1 Within 5 calendar days of order award

Task Management Plan 4.1 Within 2 weeks of order award date

Project-specific Plans 4.1 The later of 2 weeks before first scheduled activity for a project and 2 weeks after order award date

Monthly Progress Reports 4.1 One week before the last Tuesday of the month following the month reported upon.

Survey approvals by policy office, RCS, & HRPP

4.2 NLT one month prior to survey field date

WEOA1701 deliverables 4.7.2 Tab intro

Survey report

Overview brief

Executive brief

Draft WEOR1901 questionnaire submitted for government review

4.8.2 Draft questionnaire

WGRC1801 deliverables 4.10.1 Tab intro

Report intro & timeline

Conduct 5 ad-hoc studies and develop survey note for each study.

4.11 For each study, NLT than 3 months after being

assigned by the government.

Sampling, weighting, SMR 4.13-4.16 Sampling and weighting requirements completed within timelines provided in Project Management document for survey; SMR completed NTL 1 month following weighting the data of assigned survey.

6.0 PLACE OF PERFORMANCE.

The place of performance will be at the government’s worksite in Alexandria, VA.

7.0 PERIOD OF PERFORMANCE.

The period of performance shall be twelve (12) months.

8.0 GOVERNMENT FURNISHED PROPERTY (GFP) The government will provide:

No GFP will be provided for this task order. Please see contract PWS for further specifications.

9.0 SECURITY CLEARANCE.

No classified work shall be done under this delivery order.

10. TRAVEL.

One CONUS trip to support ISSCC meeting, not to exceed $3,000.00

TECHNICAL EXHIBIT 1

Survey Name Frequency Planned Data Collection

Active Duty Status of Forces Survey (SOFS-A) 1 per year September

Reserve Component Status of Forces Survey (SOFS-R) 1 per year June

Active Duty Spouse Survey (ADSS) Every 2 years Spring 2019

Reserve Component Spouse (RCSS) Every 2 years November 2018

Workplace and Equal Opportunity Active Duty Survey

(WEOA)

Every 4 years Fall/Winter 2021

Workplace and Equal Opportunity Reserve Component

Survey (WEOR)

Every 4 years Fall/Winter 2019

QuickCompass Surveys As needed Spring 2020 (LPS); as needed