USCA18BPAC1011.pdf

ORDER FOR SUPPLIES OR SERVICES

IMPORTANT: Mark all packages and papers with contract and/or order numbers.

1. DATE OF ORDER 2. CONTRACT NO. (If any) 6. SHIP TO:

Office of Judiciary Data and Analysis Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 4-180 Washington, DC 20544-0001

3. ORDER NO.

USCA18BPAC1011

4. REQUISITION/REFERENCE NO.

Manish Patel, 202-502-3258 Procurement Management Division Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 3-250 Washington, DC 20544-0001

5. ISSUING OFFICE (Address correspondence to)

7. TO:

8. TYPE OF ORDER

a. PURCHASE

REFERENCE YOUR: ____________

Please furnish the following on the terms and conditions specified on both sides of this order and on the attached sheet, if any, including delivery as indicated.

X b. DELIVERY -- Except for billing instructions on the reverse, this delivery order is subject to instructions contained on this side only of this form and is issued subject to the terms and conditions of the above-numbered contract.

9. ACCOUNTING AND APPROPRIATION DATA 10. REQUISITIONING OFFICE

11. NOT USED 12. F.O.B. POINT

14. GOVERNMENT B/L NO. 15. DELIVER TO F.O.B. POINT ON

OR BEFORE (Date)

16. DISCOUNT TERMS13. PLACE OF

a. INSPECTION b. ACCEPTANCE

17. SCHEDULE

CLIN NO.

(a)

SUPPLIES OR SERVICES

(b)

QUANTITY

ORDERED

(c) UNIT (d)

UNIT PRICE

(e)

AMOUNT

(f)

QUANTITY

ACCEPTED

(g)

See Lines

SEE BILLING

INSTRUCTIONS

ON

REVERSE

18. SHIPPING POINT 19. GROSS SHIPPING WEIGHT 20. INVOICE NO.

$0.00 17(h) TOT.

(Cont.

pages)

21. MAIL INVOICE TO:

a. NAME

SHAWNIE S. QUIGLEY

b. STREET ADDRESS(or P.O. Box) Administrative Office of the U.S. Courts, Research & Statistical Modernization Div., DPS-JD-NSTA,

c. CITY Washington

d. STATE

DC

e. ZIP CODE 20544-0001

$0.00

17(i)

GRAND

TOTAL

22. UNITED STATES OF AMERICA BY (Signature)

23. NAME (Typed)

Manish Patel

TITLE: CONTRACTING/ORDERING OFFICER

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION NOT USABLE

OPTIONAL FORM 347 (REV. 02/2012)

Prescribed by GSA/FAR 48 CFR 53.213(f)

USCA18BPAC1011 - Page 1 of 8

Supplies or Services and Prices/Costs

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

0001 Develop and Deliver a Packaged Workbook and

Interactive Tableau Dashboard - Estimated Costs.

1 Not-To-

Exceed

$0.00 $0.00

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

0002 Develop and Deliver a Packaged Workbook and

Interactive Tableau Dashboard - Fixed Fee.

1 Not-To-

Exceed

$0.00 $0.00

Descriptions/Specifications/Statement of Work

C-1 Requirements

C.1 Background The Administrative Office of the United States Courts (AOUSC) is the administrative arm of the federal judi-ciary, supporting the performance of AO's critical work. The AOUSC has approximately 1,000 employees who provide administrative support, program management, and policy development on behalf of over 30,000 court employees in over 600 locations. The Judiciary Data & Analysis Office (JDAO) within the AOUSC is respons-ible for collecting, processing, analyzing, and reporting on federal court caseload data. JDAO provides support to the United States Federal Courts, which consists of 90 Bankruptcy Courts, 94 District Courts, and 13 Appel-late Courts.

In 2016, JDAO initiated an effort to make data more visible, valuable, and accessible to Judiciary users. To ac-complish this goal, JDAO implemented the Enterprise version of Tableau, a commercial off-the-shelf (COTS) visualization client and server software product. The implementation of Tableau enabled JDAO to transition away from an IT-centric, reporting-based platform to a user-driven analytics platform. This transition has en-abled users to view, query, and interact dynamically with their data without downloading hundreds of static PDF report tables.

C.2 Current Environment JDAO designs, develops, continuously enhances, maintains, and provides full lifecycle support for users that leverage Tableau, a commercial off-the-shelf (COTS) visualization client and server software product. JDAO has installed Tableau in a distributed server environment, which are comprised of three production servers and two testing servers. Each server utilizes Tableau v. 10.4, Microsoft Server v.12 operating systems with MS SQL v. 14 as the database. The servers reside in a Cloud-based environment located within the AT&T Data Center in Ashburn, VA. JDAO has been designing and developing Tableau dashboards to serve stakeholders within the judiciary as well as the public.

C.3 Scope JDAO requires full Business Intelligence (BI) development lifecycle support for our full Business Intelligence/ Analytics stack to ensure stability, scalability, and the delivery of intuitive and valuable dashboard through the Tableau client, web, and server software.

The contractor shall design, develop and deliver a publicly accessible dashboard using bankruptcy program stat-istical data. This effort requires the contractor to gather requirements, design, develop, test, implement, main-tain and support the bankruptcy dashboards and the data extraction processes, (e.g., extract, transform, and load

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(ETL) jobs and stored procedures). JDAO’s Tableau server content will be accessed and consumed by internal users and external users, (e.g., the public). This effort requires the Contractor to work in collaboration with the Government to ensure that the bankruptcy program area data visualization is accessible from the internet without comprising the internal network of the federal judiciary. The Government requires the contractor to assess the complexity of this effort and propose a detailed project schedule for performing the work. In addi-tion, the contractor shall provide weekly and monthly project status reports, as well as monthly financial reports for resources associated with the work as outlined within this BPA Call.

C.3.1 Develop and Deliver a Packaged Workbook and Interactive Tableau Dashboard The contractor shall design, develop, test, and deliver an impactful data visualization using Tableau. The con-tractor shall deliver a publicly accessible dashboard that will visually display statistical data compiled and pub-lished by the AOUSC.

The dashboard shall visually represent statistical data collected and reported by the AOUSC on the bankruptcy program. A publicly available data table the contractor needs to design, develop, and publish as a Tableau dash-board is an annual report required by the Bankruptcy Abuse and Prevention and Consumer Protection Act of 2005 (BAPCPA). A summary and the 2016 report can be found at: ht-tp://www.uscourts.gov/statistics-reports/bapcpa-report-2016. The contractor shall assist the Government with developing a packaged workbook and an interactive dashboard that includes single screen - no scrolling func-tionality, sorting, filtering, geocoding, and embedded views leveraging Tableau software. The contractor shall assist the Government in all phases of testing.

The contractor shall assist the Government with embedding and testing interactive data visualization dashboard and views leveraging Tableau software. The dashboard shall be placed on the intranet for the Federal Courts (J-NET), as well as on the uscourts.gov website, which may require customizing the JavaScript code generated by Tableau in order to enable the views. At a minimum, data for the dashboard shall be automatically refreshed on a quarterly basis.

The contractor shall develop and deliver all required documentation, and participate in all stages of the data visualization project system development life cycle (SDLC), which involves requirements analysis, design, de-velopment, testing, and implementation, as well as the operations and maintenance of the dashboard in the lower environments (development and testing servers). Validation and verification of the dashboard functional-ity shall be required after each monthly server maintenance process has been executed. The contractor shall be expected to engage with JDAO's business owners, IT staff, and other stakeholders to validate the data and dash-board performance. In addition, the contractor shall assist users with accessing and interacting with the bank-ruptcy program data visualization and dashboards that shall reside on the Tableau server. In addition, the con-tractor shall provide industry standards and best practices for the design and development of the data visualiza-tion (dashboard), which shall include best practices for migrating and/or promoting the dashboard or visualiza-tion data and code across a distributed server environment.

The contractor shall develop an understanding of JDAO’s services and systems and JDAO’s data structure in order to facilitate internal data practices and promote the effective use of data for decision-making, as it relates to the bankruptcy program data and dashboard. This includes working with a project team to determine the pur-pose, goal, scope, data requirements, design, development, testing and implementation of the data visualization.

C.4.1 Specific Requirements C.4.1.1 Project Schedule: The contractor shall prepare a detailed project schedule for performing activities re-lated to the development of the bankruptcy program area data visualization/dashboard in accordance with F-1 Deliverables. The schedule shall include summary level and detailed tasks that include the assigned resources and durations for each task.

C.4.1.2 Functional, Technical, and Security Requirements: The contractor shall perform activities required to gather and document the Functional and Technical Requirements for the dashboard. The contractor shall pro-duce one combined Functional and Technical Requirements document, which shall include the approved func-tional, performance and security requirements. The document shall be peer reviewed by the contractor and sub-mitted to the Government for approval before proceeding into the design phase.

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C.4.1.3 Develop Functional and Technical Design: The contractor is responsible for translating requirements provided by government stakeholders and SME’s into complete detailed functional and technical design spe-cifications that address the functional and technical requirements within each program area/project. The con-tractor shall review, update, or establish the necessary data models and database designs for each project that will be migrated into the IEDW. The contractor shall produce one combined Functional and Technical Design document per project. The document shall be peer reviewed by the contractor and submitted to the Government for approval before proceeding into the development phase.

C.4.1.4 Source System Data Analysis: The contractor shall inventory and assess source systems data for bank-ruptcy data. The Contractor shall assess data quality, volume, and format. The contractor shall lead data map-ping sessions with the Government to identify and document source system tables/columns and data mapping rules needed to populate bankruptcy dashboard. The contractor shall use the analysis to produce a source to tar-get mapping document that shall be used to support the design and development of the bankruptcy dashboard.

C.4.1.5 Data Requirements: The contractor shall work with a project team to identify the characteristics of the data that shall be included in the visualization. The characteristics include the time periods of data, the fre-quency of updates, data validation methods, as well as the target database. This effort shall require an emphasis on the data source(s) used to populate the dashboard. The contractor shall lead data mapping sessions with the Government and identified source system owners in order to identify and document the source system tables/ columns and data mapping rules needed to populate the target database. The contractor shall use the analysis to produce data diagrams and a source to target mapping document that will be used to support the development of the visualization.

C.4.1.6 Develop a prototype: The contractor shall develop and deliver a bankruptcy program dashboard proto-type for review and approval by the Government utilizing an iterative approach designed to capture and incor-porate feedback prior to delivering the end product.

C.4.1.7 Design and Development: The contractor shall design and develop the extract, transform, and load (ETL) functionality that will interface and extract data from AOUSC systems that contain bankruptcy statistical data. Requirements include the design and development of the data visualization packaged workbook. The con-tractor shall document, monitor, manage, and validate the data activity including the data extraction, transform-ation, movement, and data loading processes and procedures. Requirements include the contractor to design, de-velop, and deliver the packaged workbook and interactive dashboard.

C.4.1.8 Industry Standards and Best Practice Documentation: The contractor shall document and deliver the industry standards and best practices for the design and development of a data visualization (dashboard), which shall include best practices for migrating and/or promoting the dashboard or visualization data and code changes across the Tableau server environments, (e.g., development, testing, and production), as to ensure con-sistency among all server environments.

C.4.1.9 Testing: The contractor shall conduct test planning, create necessary test data (if necessary), draft test cases, record results, and create a Requirements Traceability Matrix (RTM) to prove the functional and technic-al specifications required for each project were developed and tested. The RTM shall include the requirement number, title, type, and description, design reference, as well as code reference, test case, objective, status, last build, as well as the last date tested. The contractor shall execute functional, integration, and performance test-ing events. Functional testing requires the contractor to verify the functionality developed meets requirements.

The effort shall involve evaluating and comparing each software function with the business requirements and testing by providing related input so that the output can be evaluated to see how it conforms, relates, or varies.

Integration testing requires the contractor to verify that the developed functionality is working properly from end-to-end. Performance testing is the process of determining the speed and effectiveness of the functionality included in each project. The performance testing process shall be executed through the use of a Government provided COTS product and shall involve quantitative tests done by measuring the response times or the num-ber of MIPS (millions of instructions per second) at which the system functions.

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C.4.1.10 User Acceptance Testing: The contractor shall support the Government with User Acceptance Test-ing (UAT). This testing process is used to determine whether the work performed on the system meets or ex-ceeds system performance baselines. The contractor shall facilitate and support the Government's Acceptance Testing, including the participation in test execution, and the documentation of the test results.

C.4.1.11 Weekly Status Report (Milestones, Tasks, and Resources): The contractor shall produce a weekly status report and provide it to the Government. The status report shall include completed tasks and tasks for the upcoming week and must specify enough detail for the Government to discern ongoing tasks from other work or evolving tasks.

C.4.1.12 Monthly Project Status and Financial Reports: The contractor shall provide the Government with a monthly status report and detailed financial report that reflects the tracking of the burn rate for resources associ-ated with this BPA Call. The status report shall include the status of the high-level project activities and mile-stones, target completion dates for the project milestones, risks to the project and proposed mitigation strategy.

C.5 Meetings C.5.1 Kick-off Meeting A kick-off meeting will be held between the Contractor, the Contracting Officer, the COR and designated rep-resentatives within 5 business days of the award or other mutually agreed upon timeframe. The kick-off meeting will be held at the Government’s facility in Washington, DC.

The meeting is intended to:

• Initiate the communication process between the Government and contractor by introducing key task parti-cipants and discussing roles and responsibilities.

• Ensure the contractor has a full understanding of the objectives and requirements.

C.5.2 Meetings The Contractor shall participate in bi-weekly meetings with the Government at which the contractor shall provide and discuss an activity report. This report, at a minimum, shall address, as applicable:

• The status of all on-going enhancement efforts (addressing schedule and performance);

• Identification of problems encountered and plan for resolution;

• The activities and deliverables planned for the current month;

• Any customer complaints regarding data accuracy, data management and timeliness of data generation and reporting (and the response provided); and

• The contractor shall provide copies of briefing materials to each participant in the meeting.

• The contractor shall prepare meeting minutes and deliver the meeting minutes to the COR within three working days following the meeting.

Applicable Clauses

Clause(s) Incorporated By Reference, see Clause B-5 Clause Title Date

4-60 Allowable Cost and Payment APR 2013

4-65 Fixed Fee APR 2013

4-85 Limitation of Cost APR 2013

F-1 Deliverables

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The contractor shall provide the deliverables listed below and provide two (2) electronic copies for each deliver-able. The Government will review documentation submitted by the contractor and provide comments within ten

(10) business days.

Task Deliverable Frequency Copies Recipients

4.1.1 Detailed project

schedule that includes all tasks, objectives, milestones and re-sources for the dash-board

Due twenty-one days after contract award and it shall be up-dated on a weekly basis until the dash-board effort has been completed

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-tion Coordinator

4.1.2 Functional/Technical

Requirements Docu-ment

Due on or before 45 days after contract award

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-tion Coordinator

4.1.9 Requirements Trace-

ability Matrix

Initial due upon com-pletion of the devel-opment phase

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-tion Coordinator

4.1.9 Requirements Trace-

ability Matrix

Finalized version due after testing phase has been completed

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-tion Coordinator

4.1.3 Functional and Tech-

nical Design Docu-ment

On or before 75 days after contract award

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-tion Coordinator

4.1.4 Source to Target

Mapping document

On or before 75 days after contract award

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-tion Coordinator

4.1.6 Develop a prototype Due 90 days after

contract award

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-tion Coordinator

4.1.7 Data Visualization

Packaged Workbook (i.e., the dashboard)

Initial workbook due upon completion of the development phase of the effort

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-tion Coordinator

4.1.7 Data Visualization

Packaged Workbook (i.e., the dashboard)

Finalized workbook due upon completion of the testing effort

2 (electronic copies) Contracting Officer’s Representative (COR) and Data Visualiza-

USCA18BPAC1011 - Page 6 of 8 has been completed tion Coordinator

4.1.9 Test Cases w/results Upon completion of

the testing phase of the effort

2 (electronic copies) Contracting Officer’s Representative (COR), and the Gov-ernment Project Man-ager

4.1.11 Status Report (tasks, resources, and dura-tion of each task)

Weekly 2 (electronic copies) Contracting Officer’s

Representative (COR), and the Gov-ernment Project Man-ager

4.1.12 Project Status and

Financial Reviews

Monthly (1st Tuesday after the reporting month)

2 (electronic copies) Contracting Officer’s Representative (COR), and the Gov-ernment Project Man-ager

F-2 Place of Performance and Hours of Operation

The contractor shall perform work at the AOUSC building located at One Columbus Circle Northeast, Wash-ington, DC 20002 or at contractor site pending approval by the COR. Normal business hours are from 8:30AM to 5:00PM EST Monday through Friday. Occasional after hour support and weekend work may be required.

The Government will provide ample notice for any work required outside of normal business hours. Normal workdays are Monday through Friday except US Federal Holidays.

F-3 Period of Performance

The period of performance is from the date of award for approximately six months.

H-1 Key Personnel

The following positions are considered key personnel by the government under this BPA call pursuant to clause 2-65 Key Personnel in base agreement. The specific skills, experience, and qualifications are described below.

These positions must be filled by contractor personnel. Subcontractor personnel are not permitted to serve as key personnel.

Data Visualization Developer: (2 Individuals) Emphasis on user experience and must be able to create sophisticated data visualizations, interactive graphics, intuitive user interfaces and develop prototypes to meet customer requirements.

Experience: A minimum of 6 years of experience with at least 4 years of experience developing data visualiza-tions. Shall possess expert level expertise in technologies such as Tableau, SQL, JavaScript, AngularJS, HTML and/or JQuery.

Education: Bachelor’s Degree

Data Analyst: (1 Individual) Performs analyses of data and data source characteristics, relationships and logic necessary for effective imple-mentation of the information system. Identifies and documents problems traced to both original data quality is-sues and system outputs and recommends solutions. Often combines domain knowledge and knowledge of sys-tem performance requirements in supporting system development and performance testing processes.

Experience: One or more years of experience in data analysis and the identification and documentation of data characteristics and entity relationships.

Education: Bachelor’s Degree in related field

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H-2 Travel

Local travel within the Washington, D.C. Metro area is expected but will not be reimbursed. Any travel outside of a 50-mile radius of Washington DC must be approved by the COR and will be in accordance with Clause 7-45 Travel that is included in the base agreement.

H-3 Government Furnished Information and Equipment

The Government will furnish to contractor employees performing work on government premises on-site office space, furniture, telephone service (for official government business only), and other necessary equipment and supplies applicable to performing the requirements set forth in this BPA Call. For contractor personnel working off government premises, the Government will be provide the applicable equipment and software to perform the requirements outlined in this BPA Call. The contractor shall be responsible for proper utilization and safeguard-ing of all Government property provided for contractor use. Contractor employees must immediately report damage, theft, or loss of Government property.

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