**PERFORMANCE WORK STATEMENT (PWS)**

**Senior Methodologist Contractor**

**1. [Information about the project background and the object of the
requirement]{.underline}**[.]{.underline}

**1.1 [Background]{.underline}**

 

Number range CHAPTERAs the Census Bureau prepares to conduct the
constitutionally mandated count of the United States's population in
2010, it is simultaneously planning an evaluation and experimentation
program. This program will document operations and methods used in
Census 2010, yield insight into the success of Census 2010, and propose
research-based ideas for how to improve the next census in 2020. The
results from this program are the main input for determining the Census
Bureau's mid-decade testing agenda and the foundation for 2020 census
planning.

One of the planned experiments for Census 2010 is the Alternative
Questionnaire Experiment. This experiment involves the testing of
alternative questionnaire designs to determine better ways of collecting
data on items such as race and Hispanic origin. These alternative
designs will be tested using the census mail questionnaire in a
decennial census environment via a mailout/mailback operation. Analysts
plan to draw conclusions about the following topics in the 2010
Alternative Questionnaire Experiment:

-   Completeness and accuracy for reporting of race and Hispanic origin;

-   True residence status by collecting additional information on the
    initial census return pertaining to household coverage; and

-   Effectiveness of all questionnaire changes made since Census 2000 by
    administering the Census 2000 form to a subset of the 2010 universe.

The Alternative Questionnaire Experiment also will have components that
require either follow-up interviews or reinterviews. One such component
is a follow-up interview for respondents receiving coverage treatments.
Another planned component is a probing reinterview on race and Hispanic
origin treatments. Finally, the Census Bureau requires an evaluation of
response error (including an examination of the reliability and accuracy
of responses to the census questionnaire) through a content reinterview.

In the Alternative Questionnaire Experiment, the testing of completeness
and accuracy for reporting of race and Hispanic origin requires the
implementation of new questionnaire items that record these
characteristics. In order to meet the minimum pre-testing standards
established by the U.S. Census Bureau's Methodology and Standards
Council, all new and revised Census questionnaires must be tested using
an approved methodology. One of these methodologies is cognitive
interviewing. Cognitive interviewing consists of one-on-one interviews
in which respondents describe their thoughts while answering survey
questions. As the interviews are conducted, the researcher can
incorporate follow-up questions to probe for additional information or
request that the respondent paraphrase the question to determine level
of understanding. The advantages of this methodology are that
information about the new questionnaire items is gained directly from
respondents and a small number of interviews can yield information about
significant problems with the questionnaire.

Cognitive interviewing will be used to test the alternative
questionnaire items for race and Hispanic origin for the 2010 AQE. Due
to the timing of questionnaire development in the Decennial environment,
the Statistical Research Division is highly limited in terms of the
staffing required to perform this testing. For this reason, we are
requesting a contractor to provide research expertise in fulfilling the
testing requirements for these new questionnaire items.

In addition to cognitive interviewing, an expert review panel will be
convened to review and provide feedback on the questionnaire items. The
contractor shall serve as a member of the expert review panel, reviewing
questionnaire items and providing feedback in the form of a written
summary.

1.2 [Objectives]{.underline}

 

Number range CHAPTERThe Census Bureau requires the assistance of an
experienced contractor to consult on methodology, write interview
protocols, provide oversight for cognitive interviewers, and collaborate
with SRD to prepare and report the results to AQE stakeholders. It is
imperative that the contractor has expertise in questionnaire design and
cognitive testing methodology.

At the time of contract award, the contractor shall work with Census
Bureau staff on the design and implementation of the cognitive testing
plan. The contractor shall also begin review of the race/Hispanic origin
items as an expert reviewer. Census shall provide guidelines to the
contractor regarding the expert review.

1.3 [Reference to CAR Clauses]{.underline}

At various points throughout this document reference is made to clauses
from the Commerce Acquisition Regulation (CAR). These clauses supplement
the requirements set forth in the Federal Acquisitions Regulation (FAR).
The CAR, including CAR clauses referred to by reference may be reviewed
at website <http://oamweb.osec.doc.gov/docs/car13.htm>, and questions
about the clauses may be directed to the Contracting Officer.

######## SECTION 2

STATEMENT OF WORK

1.  [Statement of Work/Specifications]{.underline} (CAR 1352.211-70)
    (March 2000)

The Contractor shall furnish the necessary personnel, facilities, and
services to perform the following statement of work.

  

###### 2.1.1 Project Meetings

Number range CHAPTERThe contractor shall meet weekly with project
planners in stakeholder divisions to discuss interview protocols,
interviewing needs, and progress toward meeting goals. The contractor
may attend and participate in meetings via telephone or in person.

**2.1.2 Cognitive Testing Methodology**

Number range CHAPTERThe contractor shall collaborate with the
Statistical Research Division (SRD) on all cognitive testing
methodology, including interviewing techniques and protocols.

3.  Interviewer Oversight

The contractor shall provide any needed oversight for cognitive
interviewers, providing interview protocols, technical expertise in
interviewing techniques, and gathering interview results for reporting.

4.  **Analysis Reporting of results to Stakeholders**

The contractor shall collaborate with Census in analysis of results. The
contractor shall also collaborate with Census in writing both a
preliminary and a final report of the results and presenting those
results to stakeholders.

5.  Participation on Expert Review Panel

The contractor shall serve as an expert reviewer. The contractor shall
review the race/Hispanic origin items being tested, during the period of
October 20, 2008 through November 20, 2008. On November 20^th^, the
contractor shall deliver to Census a written summary of the review. The
contractor shall also participate, either in person or via telephone, in
a meeting on December 4^th^ to discuss the results of the expert panel
review.

**2.1.6 General Security Statement**

The Statement of Work does NOT require contractor access to Personal
Identifiable Information (PII) or legally sensitive data (e.g., data
protected by Title 13, Title 15, Title 26, or Title 5 of the United
States Code). The contractor does NOT require access privileges to
Department of Commerce Information Technology Systems. The contractor
does NOT require access beyond the first floor and second floor training
rooms at the US Census Bureau headquarters.

2.2 Contacting Officer's Task Manager (CAR 1352.201-70) (February 2005)

Jason D. Machowski is hereby designated as the Contacting Officer's Task
Manager (TM) for this task order. The TM may be changed at any time by
the Government without prior notice to the Contractor by a unilateral
modification to the task order. The TM is located at:

> **Address**

+-------------------+--------------------------------------------------+
| Name              | Jason D. Machowski                               |
+-------------------+--------------------------------------------------+
| Address           | U.S. Census Bureau                               |
|                   |                                                  |
|                   | Decennial Management Division                    |
|                   |                                                  |
|                   | 4600 Silver Hill Road                            |
|                   |                                                  |
|                   | 3H470C                                           |
|                   |                                                  |
|                   | Suitland, MD 20746                               |
+-------------------+--------------------------------------------------+
| Phone             | \(301\) 763-4173                                 |
+-------------------+--------------------------------------------------+
| Email Address     | jason.d.machowski@census.gov                     |
+-------------------+--------------------------------------------------+
| Fax               | 301-763-4378                                     |
+-------------------+--------------------------------------------------+

2.3 [Deliverables/Delivery Schedule]{.underline}

The Contractor shall provide the following deliverables to the
Government Task Manager at:

> **Address**

+-------------------+--------------------------------------------------+
| Name              | Jason D. Machowski                               |
+-------------------+--------------------------------------------------+
| Address           | U.S. Census Bureau                               |
|                   |                                                  |
|                   | Decennial Management Division                    |
|                   |                                                  |
|                   | 4600 Silver Hill Road                            |
|                   |                                                  |
|                   | 3H470C                                           |
|                   |                                                  |
|                   | Suitland, MD 20746                               |
+-------------------+--------------------------------------------------+
| Phone             | \(301\) 763-4173                                 |
+-------------------+--------------------------------------------------+
| Email Address     | jason.d.machowski@census.gov                     |
+-------------------+--------------------------------------------------+
| Fax               | 301-763-4378                                     |
+-------------------+--------------------------------------------------+

The Contractor shall produce the following deliverables:

-   **Weekly Status Reports -** The contractor shall provide weekly
    status reports on the progress of respondent recruitment,
    interviewing, and the completion of the final report.

-   **Interviewing Protocols --** The contractor shall provide interview
    protocols necessary to conduct all interviews.

-   **Preliminary Report -** The contractor shall provide a preliminary
    report of results.

-   **Final Report --** The contractor shall provide a final report of
    results.

-   **Presentation of Results--** The contractor shall orally present at
    Census HQ the results of the study to stakeholders, providing
    handouts as needed.

**2.4 [Task Order Type/Period of Performance (]{.underline}CAR
1352.216-70 -- Task Order Type) (March 2000)**

This is a Time and Material type task order for services. The task order
consists of a base period from Date of Award through June 30, 2009.
There are no option periods.

**2.5 [Places of Performance]{.underline}**

 

Services shall be performed at Census and facilities provided by the
contractor.

 

**2.6 [Ceiling Price]{.underline} (CAR 1352, 216-73) (March 2000)**

The ceiling price of this task order is \$TBD. The full dollar amount
obligated to this task order is \$TBD. The Contractor shall not make
expenditures nor incur obligations in the performance of this task
order, which exceed the funds obligated herein, except at the
Contractor's own risk.

**2.7 [Pricing]{.underline}**

The following labor rates apply to the services performed between the
date of award through June 30, 2009:

  ------------------------------------------ ----------------------------
  Senior Methodologist                       \$

  ------------------------------------------ ----------------------------

**2.8 [Security (IAW Indicated CAR Clauses)]{.underline}**

 

The Contractor shall abide by the security procedures set forth by the
Government. The Contracting Officer's representative (COR), e.g.
Contracting Officer's Technical Representative (COTR) or Task Manager I
will be the point of contact for guidance about security requirements.

If it is determined that the services will require performance on or
within a Department of Commerce facility or through Department of
Commerce IT System, the following security requirements will apply:

Number range CHAPTER**Personnel Security/Suitability Clearance
Requirements**

**CAR 1352.209-72 -- Restriction against Disclosure (March 2000)**

(b) The Contractor agrees, in the performance of this task order, to
    keep the information furnished by the Government and designated by
    the Contracting Officer or Contracting Officer's Technical
    Representative in the strictest confidence. The Contractor also
    agrees not to publish or otherwise divulge such information in whole
    or in part, in any manner or form, nor to authorize or permit others
    to do so, taking such reasonable measures as are necessary to
    restrict access to such information while in the Contractor's
    possession, to those employees needing such information to perform
    the work provided herein, i.e., on a "need to know" basis. The
    Contractor agrees to immediately notify the Contracting Officer in
    writing in the event that the Contractor determines or has reason to
    suspect a breach of this requirement.

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b.  The Contractor agrees that it will not disclose any information
    described in subsection a to any person or individuals unless prior
    written approval is obtained from the Contracting Officer.

The Contractor agrees to insert the substance of this clause in any
consultant agreement or subcontract hereunder.

(c) **Security Processing Requirements for Contractor/Subcontractor
    Personnel Working on a Department of Commerce Site (Low Risk
    Contracts) (December 2006)**

(d) Investigative Requirements for Low Risk Contracts

Each person employed under this Low Risk contract shall undergo security
processing by the Department's Office of Security as indicated below
before being eligible to work on the premises of any Department of
Commerce owned, leased, or controlled facility in the United States or
overseas or obtain access to a DOC IT system. All Department of Commerce
security processing pertinent to this contract will be conducted at no
cost to the contractor.

(e) Non-IT Service Contracts

(f) Contracts more than 180 days -- National Agency Check and Inquiries
    (NACI)

> b\. Contracts less than 180 days -- Special Agency Check (SAC)
>
> 2\. IT Service Contracts

(g) Contracts more than 180 days -- National Agency Check and Inquiries
    (NACI)

> b\. Contracts less than 180 days -- National Agency Check and
> Inquiries (NACI)
>
> 3\. In addition to the investigations noted above, non-U.S. citizens
> must have a background check that includes an Immigration and Customs
> Enforcement (ICE -- formerly Immigration and Naturalization Service)
> agency check.

(h) Additional Requirements for Foreign Nationals (Non-U.S. Citizens)

Non-U.S. citizens (lawful permanent residents) to be employed under this
contract within the United States must have:

-   Official legal status in the United States;

-   Continuously resided in the United States for the last two years;
    and

-   Advance approval from the servicing Security Officer in consultation
    with the Office of Security headquarters.

(i) Security Processing Requirements for Low Risk Non-IT Service
    Contracts

Processing requirements for Low Risk non-IT Service Contracts are as
follows.

(j) Contract employees employed in Low Risk non-IT service contracts for
    more than 180 days will require a National Agency Check and
    Inquiries (NACI) to be processed. The COR will forward a completed
    Standard Form SF‑85, Questionnaire for Non-Sensitive Positions, Form
    FD‑258, Fingerprint Chart, and Credit Release Authorization to the
    servicing Security Officer within three working days from start of
    work, who will send the investigative packet to the Office of
    Personnel Management.

#### 2. Contract employees employed in Low Risk non-IT service contracts for less than 180 days require a Special Agreement Check (SAC), Form OFI-86C, to be processed. The Contracting Officer's Representative (COR) will forward a completed Form OFI-86C, FD‑258, Fingerprint Chart, and Credit Release Authorization to the servicing Security Officer, who will send the investigative packet to the Office of Personnel Management for processing.

> 3\. Any contract employee with a favorable Special Agreement Check who
> remains on the contract over 180 days will be required to have a NACI
> conducted to continue working on the job site.
>
> 4\. For Low Risk non-IT service contracts, **t**he scope of the SAC
> will include checks of the Security/Suitability Investigations Index
> (SII), other agency files (INVA), Defense Clearance Investigations
> Index (DCII), FBI Fingerprint (FBIF), and the FBI Information
> Management Division (FBIN).
>
> 5\. In addition, for those individuals who are not U.S. citizens
> (lawful permanent residents), the COR must request a CIS (Customs and
> Immigration Service) check on the SAC, Form OF-86C, by checking Block
> #7, Item I. In Block 13, the COR should enter the employee's Alien
> Registration Receipt Card number to aid in verification.
>
> 6\. Copies of the appropriate forms can be obtained from the COR or
> the Office of Security. Upon receipt of the required forms, the COR
> will forward the forms to the servicing Security Officer. The Security
> Officer will process the forms and advise the COR whether work can
> commence prior to the completion of the suitability determination
> based on the type of work and risk to the facility (i.e., adequate
> controls and restrictions are in place). The COR will notify the
> Contractor of an approved contract start date as well as favorable or
> unfavorable finding of the suitability determinations.

(k) Security Processing Requirements for Low Risk IT Service Contracts

Processing requirements for Low Risk IT Service Contracts are as
follows.

1.  Contract employees employed in all Low Risk IT service contracts
    will require a National Agency Check and Inquiries (NACI) to be
    processed. The COR will forward a completed Form SF‑85, Form FD‑258,
    Fingerprint Chart, and Credit Release Authorization to the servicing
    Security Officer within three working days from start of work, who
    will send the investigative packet to the Office of Personnel
    Management.

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(l) For Low Risk IT service contracts, individuals who are not U.S.
    citizens (lawful permanent residents) must undergo a NACI that
    includes an agency check conducted by the Customs and Immigration
    Service (CIS). The COR must request the CIS check as a part of the
    NAC.

(m) Notification of Disqualifying Information

If the Office of Security receives disqualifying information on a
contract employee, the COR will be notified. The COR, in coordination
with the Contracting Officer, will immediately remove the employee from
duty requiring access to Departmental facilities or IT systems. Contract
employees may be barred from working on the premises of a facility for
any of the following reasons:

##### Conviction of a felony of a crime of violence or of a misdemeanor involving moral turpitude.

-   Falsification of information entered on security screening forms or
    of other documents submitted to the Department.

-   Improper conduct once performing on the contract, including
    criminal, infamous, dishonest, immoral, or notoriously disgraceful
    conduct or other conduct prejudicial to the Government regardless of
    whether the conduct directly related to the contract.

-   Any behavior judged to pose a potential threat to Departmental
    information systems, personnel, property, or other assets.

NOTE: Failure to comply with the requirements may result in termination
of the contract or removal of some contract employees from Department of
Commerce facilities.

(n) Access to National security Information

Compliance with these requirements shall not be construed as providing a
contract employee clearance to have access to national security
information.

(o) The Contractor shall include the substance of this clause, including
    this paragraph, in all subcontracts.

Number range CHAPTER**CAR 1352.239-74 -- Security Processing
Requirements For Contractors/Subcontractor Personnel For Accessing DOC
Information Technology Systems (December 2006)**

(p) Contractor personnel requiring any access to systems operated by the
    Contractor for DOC or interconnected to a DOC network to perform
    contract services shall be screened at an appropriate level in
    accordance with Commerce Acquisition Manual 1337.70, *Security
    Processing Requirements for Service Contracts*. DOC shall provide
    screening using standard personnel screening forms, which the
    Contractor shall submit to the DOC Contracting Officer's Technical
    Representative (COTR) based on the following guidance:

(q) Contract personnel performing work designated Contract High Risk and
    personnel performing work designated Contract Moderate Risk in the
    information technology (IT) occupations and those with "global
    access" to an automated information system require a favorable
    pre-employment check before the start of work on the contract,
    regardless of the expected duration of the contract. After a
    favorable pre-employment check has been obtained, the Background
    Investigation (BI) for Contract High Risk and the Minimum Background
    Investigation (MBI) for Contract IT Moderate Risk positions must be
    initiated within three working days of the start of work.

    2\) Contract personnel performing work designated Contract Moderate
    Risk who are not performing IT-related contract work do not require
    a favorable pre-employment check prior to their employment; however,
    the Minimum Background Investigation (MBI) must be initiated within
    three working days of the subject's start of work on the contract,
    regardless of the expected duration of the contract.

Number range CHAPTER**CAR 1352.239-73- Security Requirements For
Information Technology Resources (October 2006)**

(a) This clause is applicable to all contracts that include information
    technology resources or services in which the Contractor must have
    physical or electronic access to DOC's sensitive or classified
    information, which is contained in systems that directly support the
    mission of the Agency. For purposes of this clause the term
    "Sensitive" is defined by the guidance set forth in:

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(r) The *DOC IT Security Program Policy and Minimum Implementation
    Standards* (<http://www.osec.doc.gov/cio/itmhweb/itmhweb1.html>);

(s) The Office of Management and Budget (OMB) [Circular A-130, Appendix
    III]{.underline}, *Security of Federal Automated Information
    Resources*, (<http://csrc.nist.gov/secplcy/a130app3.txt>) which
    states that there is a "presumption that all \[general support
    systems\] contain some sensitive information."; and

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(3) [The Computer Security Act of 1987]{.underline} (P.L. 100-235)
    (<http://www.epic.org/crypto/csa/csa.html>), including the following
    definition of the term sensitive information "... any information,
    the loss, misuse, or unauthorized access, to or modification of
    which could adversely affect the national interest or the, conduct
    of federal programs, or the privacy to which individuals are
    entitled under section 552 a of title 5, Unites States Code (The
    Privacy Act), but which has not been specifically authorized under
    criteria established by an Executive Order

(4) or an Act of Congress to be kept secret in the interest of national
    defense or foreign policy."

    Of this clause, the term "Classified" is defined by the guidance set
    forth in:

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(t) The *DOC IT Security Program Policy and Minimum Implementation
    Standards, Section 3.3.1.4*
    (<http://www.osec.doc.gov/cio/itmhweb/itmhweb1.html>).

(u) The *DOC Security Manual, Cha*

    For purposes *pter 18* (<http://www.osec.doc.gov/osy/>).

    \(3\) Executive Order 12958, as amended, Classified National
    Security Information. Classified or national security information is
    information that has been specifically authorized to be protected
    from unauthorized disclosure in the interest of national defense or
    foreign policy under an Executive Order or Act of Congress.

    Information technology resources include, but are not limited to,
    hardware, application software, system software, and information
    (data). Information technology services include, but are not limited
    to, the management, operation (including input, processing,
    transmission, and output), maintenance, programming, and system
    administration of computer systems, networks, and telecommunications
    systems. The Contractor shall be responsible for implementing
    sufficient Information Technology security, to reasonably prevent
    the compromise of DOC IT resources for all of the contractor's
    systems that are interconnected with a DOC network or DOC systems
    that are operated by the Contractor.

(v) All Contractor personnel performing under this contract and
    Contractor equipment used to process or store DOC data, or to
    connect to DOC networks, must comply with the requirements contained
    in the DOC *Information Technology Management Handbook*
    (<http://www.osec.doc.gov/cio/itmhweb/itmhweb1.html>), or
    equivalent/more specific agency or bureau guidance as specified
    immediately hereafter \[insert agency or bureau specific guidance,
    if applicable\].

(w) For all Contractor-owned systems for which performance of the
    contract requires interconnection with a DOC network or that DOC
    data be stored or processed on them, the Contractor Shall:

(x) Provide, implement, and maintain an IT Security Plan. This plan
    shall describe the processes and procedures that will be followed to
    ensure appropriate security of IT resources that are developed,
    processed, or used under this contract. The plan shall describe
    those parts of the contract to which this clause applies. The
    Contractor's IT Security Plan shall comply with federal laws that
    include, but are not limited to, the Computer Security Act of 1987
    (40 U.S.C. 1441 *et seq*.) and the Federal Information Security
    Management Act of 2002, Pub. L. No.107-347, 116 Stat. 2899,
    2946-2961 (2002); Pub. L. No. 107-296, 116 Stat. 2135, 2259-2273
    (2002). 38 WEEKLY COMP. PRES. DOC. 51, 2174 (Dec. 23, 2002)
    (providing statement by President George W. Bush regarding Federal
    Information Security Management Act of 2002). The plan shall meet IT
    security requirements in accordance with Federal and DOC policies
    and procedures that include, but are not limited to:

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(a) OMB Circular A-130, *Management of Federal Information Resources*,
    Appendix III, *Security of Federal Automated Information Resources*

    (<http://csrc.nist.gov/secplcy/a130app3.txt>);

(b) National Institute of Standards and Technology Special Publication
    800-18, *Guide for Developing Security Plans for Information
    Technology Systems*
    (<http://csrc.nist.gov/publications/nistpubs/800-18/Planguide.PDF>)
    ; and

(c) DOC Procedures and Guidelines in the *Information Technology
    Management Handbook*
    (<http://www.osec.doc.gov/cio/itmhweb/itmhweb1.html>)*.* .

(d) National Industrial Security Program Operating Manual (NISPOM) for
    classified systems (<http://www.dss.mil/isec/nispom.htm>); and

(e) \[Insert agency or bureau specific guidance\].

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(2) Within 14 days after contract award, the contractor shall submit for
    DOC approval a System Certification and Accreditation package,
    including the IT Security Plan and a system certification test plan,
    as outlined in *DOC IT Security Program Policy*, Sections 3.4 and
    3.5 (<http://home.osec.doc.gov/DOC-IT-Security-Program-Policy.htm>).
    The Certification and Accreditation Package must be consistent with
    and provide further detail for the security approach contained in
    the Offeror's quotation or sealed bid that resulted in the award of
    this contract and in compliance with the requirements stated in this
    clause.

    The Certification and Accreditation Package, as approved by the
    Contracting Officer, in consultation with the DOC IT Security

(3) Manager, or Agency/Bureau IT Security Manager/Officer, shall be
    incorporated as part of the contract. DOC will use the incorporated
    IT Security Plan as the basis for certification and accreditation of
    the contractor system that will process DOC data or connect to DOC
    networks. Failure to submit and receive approval of the
    Certification and Accreditation Package, as outlined in *DOC IT
    Security Program Policy*, Sections 3.4 and 3.5
    (<http://home.osec.doc.gov/DOC-IT-Security-Program-Policy.htm>) may
    result in termination of the contract.

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(y) The Contractor shall incorporate this clause in all subcontracts
    that meet the conditions in paragraph (a) of this clause.

**2.9 [Government-Furnished Resources ]{.underline}**

The Census Bureau will provide the Contractor with the following:

  -------------------------- --------------------- ----------------------
  **DESCRIPTION OF           **DATE TO BE          **SPECIAL
  GOVERNMENT PROVIDED        DELIVERED**           INSTRUCTIONS**
  RESOURCES**                                      

  Access to government       As determined by the  Access is subject to
  facilities, and the use of needs of the project. contractor complying
  equipment, i.e., desk,                           with security
  phone, CPU, etc.                                 requirements, and
                                                   approval by the
                                                   Government.

  Access to government       As determined by the   None
  representatives who are    needs of the project. 
  involved in the project.                         

  Access to government       As determined by the  Access is subject to
  reports, information, etc. needs of the project. contractor complying
  associated with the                              with security
  project.                                         requirements, and
                                                   approval by the
                                                   Government.
  -------------------------- --------------------- ----------------------

**2.10 [Travel]{.underline}**

Limited travel is scheduled at this time for the contractor to travel to
and from the Census Bureau. However, if travel is needed after the award
of the order, it must be first approved by an authorized government
representative and performed and paid for in accordance with Joint
Travel Regulations.

# 2.11 [Skill or Relevant Experience Requirements]{.underline}

-   Contractor must demonstrate expertise in experimental design, sample
    design, statistical weighting, and estimation. In addition,
    contractor must demonstrate familiarity with decennial census
    operations and tests.

-   Contractor must demonstrate experience with addressing measurable
    differences. Specifically, the contractor should address the use of
    multiple comparison procedures to reduce random error.

**2.12 [Task Performance Evaluation Criteria (Performance
Measures)]{.underline}**

The Contractor's services shall be considered successful if the
following performance requirements provide the expected outcomes within
the performance standards:

  ----------------------------------------------------------------------------
  **Performance    **Expected          **Performance          **Method of
  Requirement**    Outcome**           Standard**             Surveillance**
  ---------------- ------------------- ---------------------- ----------------
  Monthly          Fully describe the  Contents of the        The task manager
  Management       status of the       reports shall be well  will inspect the
  Report           project and deliver written and submitted  deliverables.
                   the report on the   on the due date 90% of 
                   due dates.          the time.              

  Documentation of The packages shall  Contents of the        The task manager
  CPEX             contain all         package shall be well  or other members
  Consultation     necessary documents written and accurately of the project
  (includes        assembled in a      reflect the needs of   manage office
  research         professional        the Census Bureau at   will inspect the
  designs,         manner.             least 90% of the time. deliverables.
  guidance on                                                 
  analysis, and                                               
  seminar/course                                              
  materials)                                                  

  Documentation of The packages shall  The packages shall be  The task manager
  CPEX             be delivered in a   delivered on time no   or other members
  Consultation     timely manner.      less than 95% of the   of the project
  (includes        Deliveries shall be time.                  manage office
  research         compared with                              will monitor the
  designs,         similar packages                           timeliness of
  guidance on      assembled by other                         the deliveries.
  analysis, and    members of the                             
  seminar/course   project team,                              
  materials)       whether contractor                         
                   or government                              
                   personnel.                                 
  ----------------------------------------------------------------------------

###### The success or failure of the Contractor to meet the above performance standards will be reflected in a performance evaluation of the services. The U.S. Census Bureau and other agencies may consider the results of the evaluation when evaluating the contractor's past performance during the selection process for future contracts with the Government. The failure of the Contractor to meet the above performance standards may also be the basis for termination of the task order for non-performance.

###### 

###### 2.13 [Contracting Officer's Authority (CAR 1352.201-70) (March 2000)]{.underline}

The Contracting Officer is the only person authorized to make or approve
any changes in any of the requirements of this task order and
notwithstanding any provisions contained elsewhere in this contract, the
said authority remains solely in the Contracting Officer. **[In the
event the Contractor makes any changes at the direction of any person
other than the Contracting Officer, the change will be considered to
have been made without authority and no adjustment will be made in the
contract terms or conditions, including price.]{.underline}**

2.14 [Invoicing Procedures]{.underline}

The Federal Register, Page 52591,Volume 64, No. 188, dated September 29,
1999, requires that submitted invoices must include specific information
in order for the Government to make payment. Additionally, the U.S.
Census Bureau has supplemented these requirements. Contractors may use
Standard Form 1034 -- Public Voucher for Purchases and Services Other
than Personal (Part 53 of the Federal Acquisition Regulation under FAR
53-301-1034) or they may submit a company-generated voucher. However, no
matter what type of voucher is submitted, it must contain the proper
invoice/voucher information described below.

**[PROPER VOUCHER/INVOICE INFORMATION]{.underline}**

-   Name and Address of Contractor

-   Contact Name, Title and Telephone Number

-   Government Contract Number or Other Authorization for Delivery of
    Goods or Services

-   Government Task Order Number is required if services are being
    provided through a task order to the basis contract

-   Date of the Invoice

-   Invoice Number, Account Number, and/or any other identifying number
    agreed to by the contract (At a minimum there must be an invoice
    number)

-   Include the Actual date when services were performed or goods
    delivered.

-   Include the Period of Performance on all invoices.

-   Description -- Including, for example, contract line/subline number,
    price, and quality of goods and services rendered.

-   Include discount terms.

-   Other substantiating documentation or information required by the
    contract.

-   Shipping and Payment Terms (Required unless mutually agreed that
    this information is only required in the contract -- Contact the
    Contracting Officer or Contract Specialist for clarification)

-   Taxpayer Identifying Number (TIN) (Required unless agency procedures
    provide otherwise.)

-   Address for mailing payment

-   Banking Information such as name and address of bank, routing &
    account number (Required unless agency procedures provide otherwise,
    or except in situations where the EFT requirements is waived under
    31 CFR, 208.4.) (This information is seldom required, check with the
    Contracting Officer or Contract Specialist to determine if
    information is needed.)

-   Other Substantiating Documentation or Information required by the
    contract

There will also be three statements and signature lines included in the
invoice. The wording for these statements are:

I hereby certify, to the best of my knowledge and belief, that the
services set forth herein were performed during the period stated above
are current, accurate and complete.

\_\_\_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

(Date) (Title of Contractor Representative) (Signature)

***The above statement will be signed by a representative of the
Contractor.***

**and**

I certify that to the best of my knowledge and belief that the
services/supplies shown on the invoice have been performed/furnished and
are accepted, and pursuant to authority vested in me, I certify that the
voucher is correct and proper for payment.

\_\_\_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

(Date) (Title: COTR, Task Manager, etc) (Signature)

The above statement will be signed by a government representative,
usually the COTR or a Task Manager with authority to certify and approve
the invoice.

####### SUBMISSION OF INVOICES

An original plus one copy of the voucher/invoice will be submitted to
the Finance Division at:

####### MAILING ADDRESS

U.S. Census Bureau

Finance Division (Vouchers)

4600 Silver Hill Road

Room #2K419

Washington D.C. 20233

**[SPECIAL DELIVERY VIA UPS, FEDERAL EXPRESS, ETC.]{.underline}**

U.S. Census Bureau

Finance Division (Vouchers)

4600 Silver Hill Road

**[SPECIAL REQUIREMENTS FOR TIME AND MATERIAL OR LABOR HOUR
ORDERS]{.underline}**

It must be especially noted that in accordance with the requirements set
forth in FAR Clause 52.232-7 -- **[Payments under Time-and-Material and
Labor-Hour Contracts]{.underline}**, all invoices/vouchers submitted for
payment shall be accompanied by individual daily job timecards/sheets or
other substantiation previously approved by the Contracting Officer.
Vouchers/invoices received without the substantiating documents will be
considered incomplete, and will be returned to the contractor without
payment.

[If the voucher/invoice is for services on a time and material or labor
hour basis, one of the two sets of a voucher/invoice must have copies of
the timesheets or other substantiation attached]{.underline}. The second
set of the two sets of a voucher/invoice does not require that the
timesheets or other substantiation be attached.

**[SPECIAL NOTICE]{.underline}**

**THE CONTRACTOR IS NOTIFIED THAT IT IS THEIR RESPONSIBILITY FOR
ENSURING THE VOUCHERS/INVOICES ARE DELIVERED TO THE FINANCE DIVISION,
AND THE COTR OR TASK MANAGER ARE NOT RESPONSIBLE FOR ENSURING THE
ADVANCED COPIES OF THE VOUCHERS/INVOICES ARE PROVIDED TO THE FINANCE
DIVISION.**

# *[FINAL INVOICE]{.underline}*

**THE CONTRACTOR SHALL INDICATE ON THEIR FINAL INVOICE THAT THE INVOICE
IS THE "FINAL INVOICE." THIS INDICATOR WILL AID THE GOVERNMENT IN ITS
CLOSEOUT PROCESS IN DETERMINING THAT ALL DELIVERABLES HAVE BEEN
SUBMITTED TO THE GOVERNMENT AND ALL PAYMENTS HAVE BEEN MADE FORTHE
SERVICES.**

15. **[Other Applicable CAR Clauses]{.underline}**

**2.15.1 Printing (CAR 1352.208-70) (March 2000)**

Unless otherwise specified in this task order, the Contractor shall not
engage in, or subcontract for, any printing (as that term is defined in
title I of the Government Printing and Binding Regulation in effect on
the effective dates as this task order) in connection with performing
under this task order. Provided, however, that performing a requirement
under this task order involving the duplicating of less than 5000 units
of only one page, or less than 25,000 units in the aggregate of multiple
pages, such pages not exceeding a maximum image size of 10 and ¾ inches
by 14 and ¼ inches, will not be deemed printing.

**2.15.2 Organizational Conflict of Interest (CAR 1352.209-71) (March
2000)**

a.  The Contractor warrants that, to the best of the Contractor's
    knowledge and belief, there are no relevant facts or circumstances
    which would give rise to an organizational conflict of interest, as
    defined in FAR Subpart 9.5, or that the Contractor has disclosed all
    such relevant information.

b.  The Contractor agrees that if an actual or potential organizational
    conflict of interest is discovered after award, the Contractor will
    make a full disclosure in writing to the Contracting Officer. This
    disclosure shall include a description of actions which the
    Contractor has taken or proposes to take, after consultation with
    the Contracting Officer, to avoid, mitigate, or neutralize the
    actual or potential conflict.

c.  Remedies -- The Contracting Officer may terminate this contract for
    convenience, in whole or in part, if it deems such termination
    necessary to avoid an organizational conflict of interest. If the
    Contractor was aware of a potential organizational conflict of
    interest prior to award or discovered an actual or potential
    conflict after award and did not disclosure or misrepresented
    relevant information to the Contracting Officer, the Government may
    terminate the contract for default, debar the Contractor Government
    contracting, or pursue such other remedies as may be permitted by
    law or this task order.

d.  The Contractor further agrees to insert provisions which shall
    conform substantially to the language of this clause, including the
    paragraph (d), in any subcontract of consultant agreement hereunder.

**2.15.3 Duplication of Effort (CAR 1352.231-70) (March 2000)**

The Contractor hereby certifies that cost for work to be performed under
this contract and any subcontract hereunder are not duplicative of any
costs charged against any other Government contract, subcontract, or
other Government source. The Contractor agrees to advise the Contracting
Officer, in writing, of any other Government contract or subcontract it
has performed or is performing which involves work directly related to
the purpose of this task order. The Contractor also certifies and agrees
that any and all work performed under this task order shall be directly
and exclusively for the use and benefit of the Government, and not
incidental to any other work, pursuit, research, or purpose of the
Contractor, whose responsibility it will be to account for it
accordingly.

**2.15.4 Harmless from Liability (CAR 1352.233-70) (March 2000)**

The Contractor shall hold and save the Government, its officers, agents,
and employees harmless from liability of any nature or kind, including
costs and expenses to which they may be subject, for or on account of
any or all suits or damages of any character whatsoever resulting from
injuries or damages sustained by any person or persons or property of
virtue of performance of this task order, arising or resulting in whole
or in part from the fault, negligence, wrongful act or wrongful omission
of the Contractor, or any subcontractor, their employees, or agents.

**2.15.3 Inspection and Acceptance (CAR 1352.246-70) (March 2000)**

The Contracting Office or the dully-authorized representative will
perform inspection and acceptance of the supplies and services to be
provided under this task order. Inspection and acceptance will be
performed at:

> Headquarter, U.S. Census Bureau
>
> 4600 Silver Hill Road
>
> Suitland, Maryland 20746

4.  **Packing for Domestic Shipment (CAR 1352.247-70) (March 2000)**

Material shall be packed for shipment in such a manner that will ensure
acceptance by common carriers and safe delivery at destination.
Containers and closures shall comply with the Interstate Commerce
Commission regulations, Uniform Freight Classification rules, or
regulations of other carriers as applicable to the mode of
transportation.

**2.15.5 Regulatory Notice (CAR 1352.252.70) (March 2000)**

Contractor is advised that certain provisions and clauses identified
with a Commerce Acquisition Regulation (CAR) notation for identification
purposes, have not yet been incorporated into the CAR. However, all of
these items are binding for this acquisition and will eventually be
contained in the CAR at Part 13 of Title 48 of the Code o Federal
Regulations.

**3. [1352.215-77 Evaluation Utilizing Simplified Acquisition
Procedures]{.underline}**

**[(March 2000)]{.underline}**

The Government will award a purchase order resulting from this Request
for Quotations to the responsible offeror whose quotation conforming to
the instructions results in the best value to the Government, price and
other factors considered. The following factors will be used to evaluate
quotations:

\(1\) Technical Capability

\(2\) Past Performance

\(3\) Price

**4.** **[Content of Quotations]{.underline}**

Offerors shall provide a technical proposal and price quotation as
follows:

**Technical Proposal:**

> **a. Technical Capability:** Contractor shall provide all requirements
> set forth in the statement of work, satisfying the requirements and
> performance measurements outlined in this statement of work, and how
> their proposed personnel\'s qualifications meet the skill
> requirements.
>
> **b.** **Past Performance:** Offerors shall provide information
> concerning up to three (3) contracts performed in the past three years
> of similar size, scope and complexity to the work required by this
> RFQ. This information may include contracts with federal, state and
> local government or commercial contracts, and may cover completed as
> well as on-going contracts. Information shall include:

-   The name and address of the entity contracted with;

-   The value of the contract;

-   The name of the person who can provide past performance information,
    their title, phone number, fax number and e-mail address.

> **Price Quotations:**
>
> Offerors shall submit a time and materials and fixed price quotation
> for the services for the full period of performance.

**4.1 [Submission Instructions]{.underline}**

Quotations shall be submitted via email to Pamela A. Miller, Contracting
Officer, at <pamela.a.miller@census.gov>. Ms. Miller may be contacted at
this email address or through telephone number 301/763-3547.

Quotations must be received by Ms. Miller at her email address no later
than 3 p.m. EST, October 20, 2008. Quotations shall be submitted in
Microsoft Business Programs, *i.e.,* MSWord, MSExcel.