PWS Exhibit 1 - Performance Requirements Summary.docx

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Zero dollar shopping cart to initiate NLS recompet
Solicitation number
1605C5-21-R-00001
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About this file

This document outlines performance requirements for a National Longitudinal Surveys contract recompete. Key requirements include managing four longitudinal survey datasets, conducting respondent outreach and data collection, and meeting stringent IT security standards. Deliverables span questionnaire design, field staff training, raw and weighted data files, and public use datasets. Performance is measured through over 200 performance requirement summaries addressing management, security, survey operations, and post-processing deliverables. Response timeliness ranges from same day to 15 months after field completion. Surveillance includes random sampling, 100% inspection, and validated customer complaints. This recompete initiates through a zero dollar shopping cart to transition the National Longitudinal Surveys contract.

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RFP Attachment 1 - Price Proposal Worksheet v2_0010.xlsx XLSX spreadsheet
RFP Questions and Answers_0010.xlsx XLSX spreadsheet
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Sol_1605C5-21-R-00001_Amd_0008.pdf PDF
RFP Attachment 1 - Price Proposal Worksheet 01042021_0008.xlsx XLSX spreadsheet
1605C5-21-R-00001_RFP Questions and Answers_01072021_0008.xlsx XLSX spreadsheet
SECTION II-V_CLEAN w. prgm revisions_v 1.07_0007.docx DOCX document
1605C5-21-R-00001_RFP Questions - Answers_1.07_0007.xlsx XLSX spreadsheet
Sol_1605C5-21-R-00001_Amd_0007.pdf PDF
Sol_1605C5-21-R-00001_Amd_0006.pdf PDF
1605C5-21-R-00001 RFP Questions and Answers 1.7_0006.xlsx XLSX spreadsheet
RFP Attachment 1 - Price Proposal Worksheet 1.4_0006.xlsx XLSX spreadsheet
RFP Attachment 1 - Price Proposal Worksheet 1.4_0005.xlsx XLSX spreadsheet
1605C5-21-R-00001_RFP Questions and Answers_Jan.07.21_0005.xlsx XLSX spreadsheet
Sol_1605C5-21-R-00001_Amd_0005.pdf PDF
Sol_1605C5-21-R-00001_Amd_0004.pdf PDF
Sol_1605C5-21-R-00001_Amd_0003.pdf PDF
Sol_1605C5-21-R-00001_Amd_0002.pdf PDF
1605C5-21-R-00001 Solicitation 12.23_0002.pdf PDF
Sol_1605C5-21-R-00001_Amd_0001.pdf PDF
RFP Attachment 5 - Quality Assurance Surveillance Plan.docx DOCX document
Sol_1605C5-21-R-00001.pdf PDF
RFP Attachment 1 - Price Proposal Worksheet_updated.xlsx XLSX spreadsheet
RFP Attachment 7 - BLS Confidentiality and Security Requirements.docx DOCX document
RFP Attachment 2 - Past Performance Information Sheet (PPIS).docx DOCX document
RFP Attachment 6 - SCA_Area-Wide_WDs.zip ZIP file
RFP Attachment 4 - Mail-In Performance Questionnaire.docx DOCX document
1605C5-21-R-00001 Solicitation.pdf PDF
PWS Exhibit 2 - Deliverables Schedule.docx DOCX document
RFP Attachment 3 - Consent Form.docx DOCX document
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Text version

PWS Exhibit 1 - RFP 1605C5-21-R-00001

TECHNICAL EXHIBIT 1

Performance Requirements Summary The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective (The Service required—usually a shall statement)

Standard
Performance Threshold (This is the maximum error rate. It could possibly be “Zero deviation from standard”)

Method of Surveillance

PRS #

The contractor shall provide [Insert an objective that relates directly to a mission essential required item, i.e., analysis of BPPCM Business Process and Agency Operating Models and the PWS paragraph number, i.e., PWS paragraph 5.5].

The contractor provided [Insert the standard that should be followed, i.e, analysis of BPPCM Business Process and Agency Operating Model].

[Insert the minimum acceptable level of service, i.e., No more than one customer complaint per report.]
[Insert the method of surveillance

( see listing below) and who performs, i.e., Validated Customer Complaint received by COR.]

Task 1: Management

PRS # 1.1.1

The Contractor shall submit a Management and Staffing Plan.

Plan shall be provided to the COR within 45 days business days of the contract award.

+/- 2 business day Reviewed by COR and Director.

PRS # 1.2.1

The Contractor shall submit a Document Management Plan (DMP).

Plan shall be provided to the COR within 45 days business days of the contract award.

+/- 2 business day
Reviewed by COR and NLS Records Management Liaison.

PRS # 1.2.2

The Contractor shall maintain an Electronic Document Management Repository (EDMR).

Document Repository shall be updated as needed. A list of documents added to the archive shall be submitted each month at the same time as the monthly progress report.

+/- 2 business day
Reviewed by Records Management Liaison.

PRS # 1.2.3

The Contractor shall transfer or destroy all documents stored in the EDMR.

Upon expiration or termination of the contract, the Contractor shall follow the Agency’s direction as to the preservation, transfer, or destruction of all documents within the repository.
+/- 14 business day
Reviewed by Records Management Liaison.

PRS # 1.3.1

The Contractor shall submit to NARA all Contractor NARA required records

14 months after the end of fielding, Contractor will transfer to NARA all Contractor created NARA documents.
+/- 14 business day
Reviewed by Records Management Liaison.

PRS # 1.4.1

The Contractor shall submit a monthly progress report.

The Monthly Progress Report shall be submitted electronically on the
+/1 2 business days
Reviewed by COR and Director.

PRS # 1.5.1

The Contractor shall submit an agenda and supporting materials for the Management Conference calls.

Agenda & supporting materials shall be distributed at least one business day prior to the meeting.
+1/-1 business day.
Reviewed by NLS conference call participants.

PRS # 1.5.2

The Contractor shall submit Management call minutes from the prior calls.

Prior call minutes shall be distributed in conjunction with the agenda at least one business day prior to the meeting.
+/ -1 business day
Reviewed by NLS conference call participants.

PRS # 1.6.1

The Contractor shall submit potential agenda topics for the QMM.

Agenda topics shall be submitted to the COR 4 weeks prior to the QMM.
+/ -2 business day
Reviewed by NLS COR.

PRS # 1.6.2

The Contractor shall provide meeting materials for the QMM.

Meeting materials shall be submitted to the COR 3 business days prior to the QMM.
+/ -1 business day
Reviewed by NLS designated staff.

PRS # 1.6.3

The Contractor shall submit meeting minutes taken during the QMM.

Meeting minutes shall be submitted to the COR within 1 week after the QMM has taken place.
+/ -2 business day
Reviewed by NLS designated staff.

Task 2: Information Technology Security Requirements

PRS # 2.1.1

The contractor shall submit a Potential BLS Agent list.

Initial agent list shall be submitted within 30 days of contract award.
+/ -5 business days
Reviewed by the NLS ISSO and NLS COR.

PRS # 2.1.2

The Contractor shall submit Training Certification reports.

Training Certification report shall be submitted once every Fiscal Year. Date of submission TBD.
+/ -3 business days
Reviewed by the NLS ISSO.

PRS # 2.1.3

The Contractor shall submit BLS Agent Status Worksheets.

Agent Status worksheet shall be submitted quarterly or upon request of the ISSO or COR.
+/ -5 business days
Reviewed by NLS ISSO.

PRS # 2.1.4

The Contractor shall submit a Worksite Location List.

Worksite Location list shall be submitted within 30 days of the contract award, and with any proposed changes.
+/ -3 business days.
Reviewed by NLS ISSO.

PRS # 2.2.1.1

The Contractor shall complete an intitial NLS System Assessment and Authorization if not already granted

The Contractor shall successfully complete a NLS System Assessment and Authorization (leading to Authority to Operate) within 4 months of contract award, if not already granted.
Upon completion of the NIST Security Controls Assessment Report, and acceptance or closure of any resulting POAMS, Authority to Operate status will be granted for 3 years.
The audit shall be performed by a third party auditor, contracted for by BLS.

PRS # 2.2.1.2

The Contractor shall assist NLS staff in creating the Assessment and Authorization Package.

After initial authorization, it shall be submitted every 3 years.
All documents shall contain information requested such that materials will pass review by BLS and/or an independent auditor.
Reviewed by NLS ISSO.

PRS # 2.2.2.1

The Contractor shall complete a NLS Partial System Self Audit.

During years there is not a full NIST Controls Audit, the contractor will show compliance on a subset of NIST controls selected by Department of Labor Office of Inspector General
Sufficient evidence is provided showing compliance with the selected NIST controls after review by BLS and POA&Ms have been submitted and accepted by BLS when compliance has not been proved.
Reviewed by NLS ISSO.

PRS # 2.2.3.1

The Contractor shall complete a full NIST Security Controls Assessment audit.

Initial NIST Security Controls Assessment shall be completed within 4 months of contract award, unless previously authorized. After initial authorization, it shall be submitted every 3 years
Sufficient evidence is provided showing compliance with the selected NIST controls after review by BLS and an independent auditor and POA&Ms have been submitted and accepted by BLS when compliance has not been proved.
Reviewed by NLS ISSO.

PRS #2.2.4.1

The contractor will use the template provided by NLS to record and update Plan of Action and Milestones.

Plan of Action and Milestones shall be submitted quarterly and updated as needed between quarterly submissions
+/- 3 business days

The POA&M document shall include the specific deficiencies, the affected security controls, the necessary steps to complete the proposed solution or risk mitigation strategy, and the timeline.

Reviewed by NLS ISSO.

PRS # 2.2.5.1

The Contractor shall submit a System Security Plan (SSP).

Initially submitted within 3 months of award. System Security Plan shall be submitted annually and updated as needed between annual submissions.
+/- 3 business days

Reviewed by NLS ISSO.

PRS # 2.2.6.1

The Contractor shall submit a Configuration Management Plan.

Configuration Management plan shall be submitted annually and updated as needed between annual submissions.
+/- 3 business days

The configuration management plan will document the system boundary, detail what hardware and software tools will be used, and explain how change to the system is triggered, tracked and audited.

Reviewed by NLS ISSO.

PRS # 2.2.7.1

The Contractor shall submit a Business Impact Analysis.

Business impact analysis shall be submitted annually and updated as needed between annual submissions.
+/- 3 business days

The Business Analysis Plan will list system hardware and software, location, quantity, other resources needed to function, and links to other critical system resources.

Reviewed by NLS ISSO.

PRS # 2.2.8.1

The Contractor shall submit a Contingency Plan

Contingency Plan shall be submitted annually and updated as needed between annual submissions.
+/- 3 business days

The Contingency Plan will detail the NLS system disaster recovery tasks and procedures to be used when responding to any interruptions of NLS business operations. Contractor will take part in a simulation f an emergency designed to validate the viability of its IT plan and will detail the results of these tests.

Reviewed by NLS ISSO.

PRS # 2.2.8.2

The Contractor shall conduct Contingency Plan Testing following BLS instructions.

Contingency Plan Testing shall be submitted annually as directed and updated as needed between annual submissions.
+/- 3 business days

The Contingency Plan will detail the NLS system disaster recovery tasks and procedures to be used when responding to any interruptions of NLS business operations. Contractor will take part in a simulation f an emergency designed to validate the viability of its IT plan and will detail the results of these tests.

Reviewed by NLS ISSO.

PRS # 2.2.9.1

The Contractor shall submit an Incident Response Plan.

Incident Response plan shall be submitted annually and updated as needed between annual submissions.
+/- 3 business days

The incident response plan will detail how IT will detect, respond to and recover from network security incidents.

Reviewed by NLS ISSO.

PRS #2.3.1

The contractor will assist and participate in all Confidentiality and Security Compliance Reviews.

Confidentiality and Security Compliance Reviews shall be completed as needed, per the request of the NLS ISSO or COR.
Contract will assist as necessary with all audits, scans, and documentation and provide requested information in the time period allotted. Documents will pass review by BLS and/or an independent auditor
Reviewed by NLS ISSO

Task 3: NLSY79 R30 Round Specific Respondent Outreach

PRS #3.1.1

The contractor shall submit an Interim Contact Plan.

The interim contact plan shall be delivered no later than 3 months after the end of the field period for the previous round.
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #3.1.2

The contractor shall provide Interim Contact Respondent Materials for review.

Interim contact materials will be submitted as agreed upon in the Interim Contact Plan, at a date to be determined in conjunction with the COR.
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #3.1.3

The contactor shall provide required OMB Materials.

The Contractor shall provide all the necessary inputs, including a final draft of the materials, required for OMB submission, at a date to be determined in conjunction with the COR
+/- 3 business day
Reviewed by NLS senior management staff.

Task 4. NLSY79 R30 Design and Planning

PRS #4.1.1

Annotated outline of proposed questionnaire with changes from previous questionnaire clearly marked and reasons for changes described

Annotated Outline will be submitted as agreed upon in the Interim Contact Plan, at a date to be determined in conjunction with the COR.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #4.1.2

Draft of proposed questionnaire

Draft Questionnaire materials will be submitted as agreed upon in the Interim Contact Plan, at a date to be determined in conjunction with the COR.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #4.1.3 Questionnaire Topics Report including testing of new questions
The report will include proposed questionnaire, including rational to include questions not taken from established sources, and testing on those new questions.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #4.1.4

All requested OMB package documents

The Contractor shall provide all the necessary inputs, including a final draft of the materials, required for OMB submission, at a date to be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

Task 5. NLSY79 R30 Round Specific Survey Preparations

PRS #5.1.1

The contractor will submit a Questionnaire Report

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #5.1.2

The contractor will include in the questionnaire interviewers aids

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #5.2.1 The Contractor shall produce a Fielding Plan that outlines all aspects of the fielding effort.
The Round Specific Fielding Plan that outlines all aspects of the fielding effort will be sent to the COR two months prior to beginning of survey round.
+/- 2 business days
Reviewed by NLS senior management staff.

PRS #5.3.1

The Contractor shall provide copies of training materials

Materials needed for training shall be submitted by the Contractor at least 30 days prior to training
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #5.3.2

The contractor shall Recruit and train field staff, including documenting all required training

As specified in the Fielding Plan, with training required before accessing the NLS system.
+/- 2 business days

Reviewed by NLS senior management staff.

Task 6: NLY79 R30 Round Specific Data Collection

PRS #6.1.1

The Contractor shall produce a Raw Data File.

Due no later than 1 week after the end of the field period.
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #6.1.2

The Contractor shall produce a Sample Member Records file.

Due no later than 3 months after the end of the field period.
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #6.2.1

The Contractor shall produce a weekly productivity report.

The weekly productivity report shall be delivered weekly, on a day determined with the COR.
+/- 1 business day
Reviewed by NLS senior management staff.

PRS #6.3.1

The Contractor shall produce a daily productivity report.

The daily productivity report shall be delivered electronically to the NLS COR and NLS program staff on business days.
+/- 1 business day
Reviewed by NLS senior management staff.

PRS #6.4.1

The Contractor shall produce a final report.

The final report shall be delivered electronically no later than 2 months after the end of the field period.
+/- 2 business day
Reviewed by NLS senior management staff.

Task 7. NLSY79 R30 Post Data Collection Activities

PRS #7.1.1

The Contractor shall create a Cleaned and Coded Data file.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.2.1

The Contractor shall submit a Created Variable plan.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.2.2

The Contractor shall place Created variable programs and created variables on the NLS website.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.3.1

The contractor shall submit a Sample Weighting Plan.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.3.2

The Contractor shall produce Sample Weights and make them available to users on the NLS website.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.3.3

The Contractor shall produce Customizable Sample Weight Programs and make them available on the NLS website.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.3.4

The Contractor shall submit a Mortality Adjusted Weighting Plan.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.3.5

The Contractor shall produce Mortality Adjusted Weights and make them available to users on the NLS website.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.4.1

The Contractor shall produce a preliminary Data file to be made available to NLS staff through a secure and restricted http site.

Due date shall be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.4.2

The Contactor shall produce the Public use data file.

Due 14 months after the end of data collection
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.4.3

The Contractor shall produce the Geocode data file.

Due 15 months after the end of data collection
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #7.4.4

The Contractor shall produce the Zip Code and Census tract data file.

Due 15 months after the end of data collection
+/- 2 business day
Reviewed by NLS senior management staff.

Task 8: NLSY97 R21 Respondent Outreach Between Rounds Contact

PRS #8.1.1

The contractor will submit an Interim Contact Plan no later than 3 months after the end of the field period for the previous round.

+/- 2 business day
Reviewed by NLS senior management staff.

PRS #8.1.2

The contractor will provide Interim Contact Respondent Materials for review

Interim contact materials will be submitted as agreed upon in the Interim Contact Plan, at a date to be determined in conjunction with the COR.
+/- 2 business day
Reviewed by NLS senior management staff.

PRS #8.1.3

The contactor will provide all OMB Materials

The Contractor shall provide all the necessary inputs, including a final draft of the materials, required for OMB submission, at a date to be determined in conjunction with the COR
+/- 2 business day
Reviewed by NLS senior management staff.

Task 9 NLSY97 Round 21 Design and Planning

PRS #9.1.1

Annotated outline of proposed questionnaire with changes from previous questionnaire clearly marked and reasons for changes described

Annotated Outline will be submitted as agreed upon in the Interim Contact Plan, at a date to be determined in conjunction with the COR.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #9.1.2

Draft of proposed questionnaire

Draft Questionnaire materials will be submitted as agreed upon in the Interim Contact Plan, at a date to be determined in conjunction with the COR.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #9.1.3 Questionnaire Topics Report including testing of new questions
The report will include proposed questionnaire, including rational to include questions not taken from established sources, and testing on those new questions.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #9.1.4

All requested OMB package documents

The Contractor shall provide all the necessary inputs, including a final draft of the materials, required for OMB submission, at a date to be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

Task 10. NLSY97 R 21 Round Specific Survey Preparation

PRS #10.1.1

The contractor will submit a Questionnaire Report

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #10.1.2

The contractor will include in the questionnaire interviewers aids

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #10.2.1

The Contractor shall produce a Fielding Plan that outlines all aspects of the fielding effort.

The Round Specific Fielding Plan that outlines all aspects of the fielding effort will be sent to the COR two months prior to beginning of survey round.
+/- 2 business days
Reviewed by NLS senior management staff.

PRS #10.3.1

The Contractor shall provide copies of training materials

Materials needed for training shall be submitted by the Contractor at least 30 days prior to training
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #10.3.2

The contractor shall Recruit and train field staff, including documenting all required training

As specified in the Fielding Plan, with training required before accessing the NLS system.
+/- 2 business days

Reviewed by NLS senior management staff.

Task 11: NLSY97 Round 21 Specific Data Collection

PRS #11.1.1

The Contractor shall produce a Raw Data File.

Due no later than 1 week after the end of the field period.
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #11.1.2

The Contractor shall produce a Sample Member Records file.

Due no later than 3 months after the end of the field period.
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #11.2.1

The Contractor shall produce a weekly productivity report.

The Weekly Productivity Report shall be delivered electronically to the NLS COR and NLS program staff. Day of the week to be determined.
+/- 1 business days

Reviewed by NLS senior management staff.

PRS #11.3.1

The Contractor shall produce a daily productivity report.

The daily productivity report shall be delivered electronically to the NLS COR and NLS program staff on business days.
+/- 0 business days

Reviewed by NLS senior management staff.

PRS #11.4.1

The Contractor shall produce a final report.

The final report shall be delivered electronically no later than 2 months after the end of the field period.
+/- 2 business days

Reviewed by NLS senior management staff.

Task 12. NLSY97 Round 21 Specific Post Data Collection Activities

PRS #12.1.1

The Contractor shall create a Cleaned and Coded Data file

Due date of the file shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.2.1

The Contractor shall submit a Created Variable plan, to be approved by the COR

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.2.2

The contractor will place Created variable programs and created variables on the NLS website

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.3.1

The contractor will submit a Sample Weighting Plan for approval by the COR

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.3.2

Sample Weights developed and available to users

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.3.3

The contractor will produce Customizable Sample Weight Programs available on the internet

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.3.4

The contractor will produce a Mortality Adjusted Weighting Plan for approval by the COR

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.3.5

The Contractor will create Mortality Adjusted Weights and attach them to the data

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.4.1

The Contractor shall make available to NLS staff via a restricted site the preliminary data from the most current round.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.4.2

The Contractor shall make the public-use data available on the internet at nlsinfo.org Public use data file

14 months after the end of data collection
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.4.3

The Contractor shall produce encrypted Geocode data file CDs for which access is restricted.

15 months after the end of data collection
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #12.4.4

The Contractor shall produce encrypted Zip Code / Census tract data file CDs for which access is restricted.

15 months after the end of data collection
+/- 2 business day

Reviewed by NLS senior management staff.

Task 13:

NLSY79 Cognitive Testing

PRS #13.1.1

The contactor will provide a Cognitive Testing Plan Testing plan is due no later than 3 weeks after the task is exercised.

+/- 2 business days
Reviewed by NLS senior management staff.

PRS #13.1.2

The contractor shall collect data As described in the cognitive testing plan

+/- 5 business days
Reviewed by NLS senior management staff.

PRS #13.1.3

The contractor will submit a Final Report

A final report is due no later than 3 weeks after the conclusion of the testing
+/- 2 business days
Reviewed by NLS senior management staff.

Task 14:

NLSY97 Cognitive Testing

PRS #14.1.1

The contactor will provide a Cognitive Testing Plan Testing plan is due no later than 3 weeks after the task is exercised.

+/- 2 business days
Reviewed by NLS senior management staff.

PRS #14.1.2

The contractor shall collect data As described in the cognitive testing plan.

+/- 5 business days
Reviewed by NLS senior management staff.

PRS #14.1.3

The contractor will submit a Final Report

A final report is due no later than 3 weeks after the conclusion of the testing
+/- 2 business days
Reviewed by NLS senior management staff.

Task 15: NLSY79 Non Response Bias Analysis for (Round 29)

PRS #15.1.1

The contactor shall submit a Non Response Bias Analysis Plan The findings shall be delivered 30 days prior to the start of next round’s OMB submission.

+/- 2 business day

Reviewed by NLS senior management staff.

PRS #15.1.2

The contactor shall submit a Non Response Bias Analysis Report The findings shall be delivered 30 days prior to the start of next round’s OMB submission.

+/- 2 business day

Reviewed by NLS senior management staff.

Task 16: NLSY97 Non Response Bias Analysis (Round 20)

PRS #16.1.1

The contactor shall submit a Non Response Bias Analysis Plan

At the end of Round 19, the contractor shall submit a nonresponse and coverage analysis plan within 2 months after the end of the field period
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #16.1.2

The contactor shall submit a Non Response Bias Analysis Report The findings shall be delivered 30 days prior to the start of next round’s OMB submission.

+/- 2 business day

Reviewed by NLS senior management staff.

Task 17a: NLSY97 Round 21 Cognition Survey, Phase 1

PRS #17a.1 The contractor shall submit an Annotated Outline of the proposed instrument

Annotated Outline will be submitted as agreed upon in the Interim Contact Plan, at a date to be determined in conjunction with the COR.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17a.2 The contractor shall submit a draft of the proposed Questionnaire

Draft Questionnaire materials will be submitted as agreed upon in the Interim Contact Plan, at a date to be determined in conjunction with the COR.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17a.3 The contractor shall submit an instrument Topics Report

The report shall include proposed questionnaire, including rational to include questions not taken from established sources, and testing on those new questions.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17a.4 The contractor shall submit a proposed Survey Administration Plan.

The plan shall provide a high level overview of key administration elements such fielding dates and mode mix.
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17a.5 The contractor shall submit the OMB Documentation requested by the COR.

The Contractor shall provide all the necessary inputs, including a final draft of the materials, required for OMB submission, at a date to be determined in conjunction with the COR.
+/- 2 business day

Reviewed by NLS senior management staff.

Task 17b: NLSY97 Round 21 Cognition Survey, Phase 2

PRS #17b.1 The contractor shall submit an Instrument Report.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17b.2 The contractor shall submit Questionnaire Interview Aids.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17b.3 The contractor shall submit a Fielding Plan.

The Round Specific Fielding Plan that outlines all aspects of the fielding effort will be sent to the COR two months prior to beginning of survey round.
+/- 2 business days
Reviewed by NLS senior management staff.

PRS #17b.4 The contractor shall submit Training Materials for field staff.

Materials needed for training shall be submitted by the Contractor at least 30 days prior to training
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #17b.5 The contractor shall train Field Staff.

As specified in the Fielding Plan, with training required before accessing the NLS system.
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #17b.6 The contractor shall submit a Raw Data File.

Due no later than 1 week after the end of the field period.
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #17b.7 The Contractor shall produce a Sample Member Records file.

Due no later than 3 months after the end of the field period.
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #17b.8 The Contractor shall produce a weekly productivity report.

The Weekly Productivity Report shall be delivered electronically to the NLS COR and NLS program staff. Day of the week to be determined.
+/- 1 business days

Reviewed by NLS senior management staff.

PRS #17b.9 The contractor shall submit a Final Fielding Report.

The final report shall be delivered electronically no later than 2 months after the end of the field period.
+/- 2 business days

Reviewed by NLS senior management staff.

PRS #17b.10 The Contractor shall create a Cleaned and Coded Data file.

Due date of the file shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17b.11 The contractor will place Created variable programs and created variables on the NLS website

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17b.12 The Contractor shall make available to NLS staff via a restricted site the preliminary data from the most current round.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #17b.13 The Contractor shall make the public-use data available on the internet at nlsinfo.org Public use data file

10 months after the end of data collection
+/- 2 business day

Reviewed by NLS senior management staff.

Task 18, NCEO Matching Project

PRS #18.1

The contractor shall produce a Matched Case File for public release on the NLS website.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #18.2

The contractor shall produce a Methodology Documentation on the NLS website.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

Task 19, NDI Coding Project

PRS #19.1

The contractor shall produce NDI variables for release on the public, zipcode and census tract files.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

PRS #19.2

The contractor shall produce a Methodology Documentation on the NLS website.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

Task 20, Census PIK File

PRS # 20.1

The contractor shall produce an Encrypted Data File for Census.

Due date shall be determined in conjunction with the COR
+/- 2 business day

Reviewed by NLS senior management staff.

The following listing provides various types of Surveillance as examples to select from and should not be included on the final document:

Random Sampling: Appropriate for frequently recurring tasks. Evaluate randomly selected samples of the lot to determine the acceptability of the entire lot.

Random Inspection Guide, Method of surveillance, Lot size, Sample size, Performance requirement, Sampling procedure, Inspection procedure 100 Percent Inspection: Appropriate for tasks that occur infrequently. Inspect and evaluate performance each time task is performed Periodic Surveillance: Evaluation of samples selected on other than 100% or statistically random basis. (i.e., monthly, quarterly, semi-annually etc.)

Validated Customer Complaint: Complaints must be validated.

NOTE: You may also identify any surveillance method used in the commercial market to survey the required service. (This will be discovered when market research is conducted).

File details come from the government source that posted it. Updated .