For the 2010 Census Test for Management

							       2010 Census

Field Data Collection Automation
             (FDCA)

           Industry Day
            August 27, 2004
       Census Bureau Auditorium
                          Agenda
1:00   Welcome
       Mike Palensky, Chief, Acquisition Division
1:05   Safety While in the Census Bureau –
       Carolyn Cumberland, Safety Manager, Human Resources
       Division
1:10   Field Data Collection: Vision
       Preston Jay Waite, Associate Director for Decennial Census
1:40   Field Data Collection: Automation
       Barbara LoPresti, Chief, Technologies Management Office
2:10   FDCA: Acquisition Approach
       Michael Palensky, Chief, Acquisition Division
2:30   Question & Answer Forum
3:00   Conclusion – Mike Palensky


                                                                    2
                          Agenda
1:00   Welcome
       Mike Palensky, Chief, Acquisition Division
1:05   Safety While in the Census Bureau –
       Carolyn Cumberland, Safety Manager, Human Resources
       Division
1:10   Field Data Collection: Vision
       Preston Jay Waite, Associate Director for Decennial Census
1:40   Field Data Collection: Automation
       Barbara LoPresti, Chief, Technologies Management Office
2:10   FDCA: Acquisition Approach
       Michael Palensky, Chief, Acquisition Division
2:30   Question & Answer Forum
3:00   Conclusion – Mike Palensky


                                                                    3
                          Agenda
1:00   Welcome
       Mike Palensky, Chief, Acquisition Division
1:05   Safety While in the Census Bureau –
       Carolyn Cumberland, Safety Manager, Human Resources
       Division
1:10   Field Data Collection: Vision
       Preston Jay Waite, Associate Director for Decennial Census
1:40   Field Data Collection: Automation
       Barbara LoPresti, Chief, Technologies Management Office
2:10   FDCA: Acquisition Approach
       Michael Palensky, Chief, Acquisition Division
2:30   Question & Answer Forum
3:00   Conclusion – Mike Palensky


                                                                    4
Field Data Collection: Vision
        2010 Census


           Preston Jay Waite
  Associate Director for Decennial Census



                                            5
               What It Took To Conduct
                    Census 2000
Space (an estimated 5 million sq. ft.   Equipment
of rental space)
                                             About 15,000 personal
        12 Regional Census Centers           computers
        520 Local Census Offices             About 1,300 servers
                                             Over 16,000 telephone lines
Maps
        Over 20 million maps            Recruitment and Hiring
                                             Recruited 3.5 million
IT Systems                                   applicants
        10 major systems and                 Hired 860,000 positions for
        numerous secondary                   data collection/data capture
        systems
                                                                            6
   Census 2000 a Great Success
But There is Still Room for Improvement

  We did phenomenal work in the field, but:
    It was very expensive
    We were drowning in paper, and
    We conducted unnecessary field interviews for late
    mail return households

  Our systems worked, but they were developed at
  high risk and without an established enterprise
  architecture
                                                         7
Lessons Learned from Census 2000

 If we want to save money in Census 2010, we must do so
 in the field
 If we want to save money in the field, we must reduce
 workload, paper and people
 If we want quality improvement, we must reduce
 operational risk in our IT systems and simplify
 enumerator work assignments
 If we want to achieve our 2010 Census goals, operational
 testing of design infrastructure must continue in the
 decade
                                                            8
The 2010 Census Reengineering
            Plan

Goals of the 2010 Census

     Improve accuracy
     Reduce risks
     Contain costs
     Provide more relevant data

                                  9
           Field Data Collection
              Vision for 2010
More efficient and accurate field data collection methods
without sacrificing data quality
Use hand held computers (HHCs) with GPS technology for:
   Determining accurate locations of housing units
   Address and map updating activities
   Nonresponse followup and other field data collection operations

Reduce paper data capture
Reduce NRFU workload by updating enumerator work
assignments daily based on late mail returns

                                                                     10
        Field Data Collection
         Potential Benefits

Increased quality of data – GPS and
embedded quality assurance
Reduction in costs for field data capture
Reduction in NRFU interviews – by
providing daily updates on late mail returns
Reduced real estate costs – less space required
for our 500+ temporary offices
                                                  11
          Field Data Collection
             The Challenges
Reliability of technology – we only have one shot at this – it
has to work
Temporary work force (average of 8 weeks)
   Size of workforce limits experience level we can require
   Limited time to train
   Devices and software must be easy to use

Quality
   Can’t let technology get in the way of conducting a quality interview
   Has to produce consistent results

Security - Census data must be protected under Title 13

                                                                           12
            Field Data Collection
                   Costs

HHCs for 500,000+ Enumerators at peak
 Hardware                      Operating Systems
 GPS modules and map           Security
 applications
 Deployment/integration

Assume each unit of HHC will cost $300 - sound feasible?
The FDCA Contract will be One Component of Our Total
Estimated Cost for Field Data Collection Automation
Program
   Total cost for all FDCA efforts (including HQ staff, all Field Systems,
   and infrastructures) - approximately $845 million
                                                                             13
         Where We Are Now


2004 Census Test operations are nearly complete

Preliminary data on HHCs indicate feasibility

HHC evaluations will be completed by early next
year



                                                  14
                          Agenda
1:00   Welcome
       Mike Palensky, Chief, Acquisition Division
1:05   Safety While in the Census Bureau –
       Carolyn Cumberland, Safety Manager, Human Resources
       Division
1:10   Field Data Collection: Vision
       Preston Jay Waite, Associate Director for Decennial Census
1:40   Field Data Collection: Automation
       Barbara LoPresti, Chief, Technologies Management Office
2:10   FDCA: Acquisition Approach
       Michael Palensky, Chief, Acquisition Division
2:30   Question & Answer Forum
3:00   Conclusion – Mike Palensky


                                                                    15
    Field Data Collection
         Automation:
     Program Scope for the
         2010 Census


        Barbara M. LoPresti
Chief, Technologies Management Office


                                        16
      Presentation Overview

Scope of the Field Data Collection Automation
(FDCA) Program

Field Data Collection Environment

FDCA Technical Challenges



                                                17
        FDCA Program Elements
            Field Systems Integration and Services Management
       Development, Integration, Test, Deployment, Quality Assurance,
        Project Management


Automation Support Services                       Data Collection and
                                               Administrative Applications
Telecom Services
 Data, Voice                               Field Operations Control
 Fixed, Mobile                             Data Collection Instruments
                                            Administrative Applications
Back Office Services
 Email
 File Shares
 Directories                            Field Office Automation Equipment
 Web Hosts
                                            PCs, Printers, Plotters
Operations Support                          LANs
 Deployment                                Office Automation Software
 Training                                  Telephones
 Asset Management                          Other Equipment
 System Administration

 Help Desk
 Maintenance
 Disposition                                 Mobile Computing Equipment
Security                                    Laptops, tablet PCs, GPS, HHCs
 Title 13
 Security Operations



                                                                              18
        FDCA Program Elements
            Field Systems Integration and Services Management
       Development, Integration, Test, Deployment, Quality Assurance,
        Project Management


Automation Support Services                       Data Collection and
                                               Administrative Applications
Telecom Services
 Data, Voice                               Field Operations Control
 Fixed, Mobile                             Data Collection Instruments
                                            Administrative Applications
Back Office Services
 Email
 File Shares
 Directories                            Field Office Automation Equipment
 Web Hosts
                                            PCs, Printers, Plotters
Operations Support                          LANs
 Deployment                                Office Automation Software
 Training                                  Telephones
 Asset Management                          Other Equipment
 System Administration

 Help Desk
 Maintenance
 Disposition                                 Mobile Computing Equipment
Security                                    Laptops, tablet PCs, GPS, HHCs
 Title 13
 Security Operations



                                                                              19
        FDCA Program Elements
            Field Systems Integration and Services Management
       Development, Integration, Test, Deployment, Quality Assurance,
        Project Management


Automation Support Services                       Data Collection and
                                               Administrative Applications
Telecom Services
 Data, Voice                               Field Operations Control
 Fixed, Mobile                             Data Collection Instruments
                                            Administrative Applications
Back Office Services
 Email
 File Shares
 Directories                            Field Office Automation Equipment
 Web Hosts
                                            PCs, Printers, Plotters
Operations Support                          LANs
 Deployment                                Office Automation Software
 Training                                  Telephones
 Asset Management                          Other Equipment
 System Administration

 Help Desk
 Maintenance
 Disposition                                 Mobile Computing Equipment
Security                                    Laptops, tablet PCs, GPS, HHCs
 Title 13
 Security Operations



                                                                              20
        FDCA Program Elements
            Field Systems Integration and Services Management
       Development, Integration, Test, Deployment, Quality Assurance,
        Project Management


Automation Support Services                       Data Collection and
                                               Administrative Applications
Telecom Services
 Data, Voice                               Field Operations Control
 Fixed, Mobile                             Data Collection Instruments
                                            Administrative Applications
Back Office Services
 Email
 File Shares
 Directories                            Field Office Automation Equipment
 Web Hosts
                                            PCs, Printers, Plotters
Operations Support                          LANs
 Deployment                                Office Automation Software
 Training                                  Telephones
 Asset Management                          Other Equipment
 System Administration

 Help Desk
 Maintenance
 Disposition                                 Mobile Computing Equipment
Security                                    Laptops, tablet PCs, GPS, HHCs
 Title 13
 Security Operations



                                                                              21
        FDCA Program Elements
            Field Systems Integration and Services Management
       Development, Integration, Test, Deployment, Quality Assurance,
        Project Management


Automation Support Services                       Data Collection and
                                               Administrative Applications
Telecom Services
 Data, Voice                               Field Operations Control
 Fixed, Mobile                             Data Collection Instruments
                                            Administrative Applications
Back Office Services
 Email
 File Shares
 Directories                            Field Office Automation Equipment
 Web Hosts
                                            PCs, Printers, Plotters
Operations Support                          LANs
 Deployment                                Office Automation Software
 Training                                  Telephones
 Asset Management                          Other Equipment
 System Administration
 Help Desk
 Maintenance
 Disposition                                 Mobile Computing Equipment
Security                                    Laptops, tablet PCs, GPS, HHCs
 Title 13
 Security Operations



                                                                              22
2010 Field Operations By
 Calendar Year Quarter




                           23
Field Operations - Environment

   No “startup” time
      Solution must work from Day One
      Staff fully productive at the end of training
   Vary in Size/Scale
      Urban/Rural/Mountain/Desert/Alaska/ Puerto Rico
      deployment
      Solution must work everywhere, every time
   High turnover (both office and field staff)
      Limited technical training
      Solution must provide usability

                                                        24
FDCA - Technical Challenges
Scalability
   Equipment deployments/dispositions
   Software applications
   Telecommunications
   Technical Support
Robustness
   Meets requirements of numerous field operations
   24 hour/7 day accessibility at peak
   Stable, proven technology – “Right the first time”
   Field worker equipment must function in variety of physical
   conditions

                                                                 25
FDCA - Technical Challenges
          cont’d
Usability
   All applications must be simple to use, intuitive
   Consistent look and feel
   Easy to train/support
   Field worker equipment must be easily portable
   Extensive reporting capability
Supportability
   Standard configurations
   Minimize time to resolution (minutes) and data loss
                                                         26
FDCA - Technical Challenges
          cont’d
Agility
   Supports quick movement of equipment, software
   and data
   Supports timely implementation of new operations
   or applications
   Supports timely implementation of contingency
   plans




                                                      27
FDCA - Technical Challenges
          cont’d

Integration
    Data collection applications (field operations
    control) and administrative applications (payroll,
    personnel)
    Systems/applications with external systems
       Social Security Administration
       HQ processing system
   Seamless look and feel

                                                         28
FDCA - Technical Challenges
          cont’d

Security
   Title 13 United States Code
   Physical and data security meets all federal
   regulations, standards, policies




                                                  29
 2010 Census Dress Rehearsal

Full and final operational test of 2010 Census design
Field operations begin Spring 2007
Requires timely delivery of
      Office equipment and systems connectivity (January 2007)
      Administrative applications ( January 2007)
          Recruiting, personnel, payroll
      Data collection equipment/systems/applications for Address
      Canvass (February 2007)
Short design/development window


                                                                   30
       Industry Engagement

We want ideas from Industry on how to solve the

   Technical,
   Logistical, and
   Operational Challenges




                                                  31
                          Agenda
1:00   Welcome
       Mike Palensky, Chief, Acquisition Division
1:05   Safety While in the Census Bureau –
       Carolyn Cumberland, Safety Manager, Human Resources
       Division
1:10   Field Data Collection: Vision
       Preston Jay Waite, Associate Director for Decennial Census
1:40   Field Data Collection: Automation
       Barbara LoPresti, Chief, Technologies Management Office
2:10   FDCA: Acquisition Approach
       Michael Palensky, Chief, Acquisition Division
2:30   Question & Answer Forum
3:00   Conclusion – Mike Palensky


                                                                    32
FDCA Acquisition Approach


      Michael L. Palensky
     Chief, Acquisition Division




                                   33
                        FDCA Fiscal Year Timeline
                             – Industry Day
1/1/05     4/1/05        7/1/05   10/1/05      1/1/06      4/1/06       7/1/06      10/1/06         1/1/07   4/1/07


                FY 2005                                    FY 2006                              FY 2007

   2nd Quarter 3rd Quarter 4th Quarter 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 1st Quarter 2nd Quarter




                                                    Design, Develop, Integration, Test, Implement
                       FDCA                 FDCA                                                  Local
                      Request             Contract                                               Census
                         for               Award                                                  Offices
                     Proposal            (Estimated)                                             Open for
                    (Estimated)                                                                   Dress
                                                                                                Rehearsal
                                                                                                          Begin
                                                                                                        Operations
                                                                                                           for
                                                                                                          Dress
                                                                                                        Rehearsal
                          Agenda
1:00   Welcome
       Mike Palensky, Chief, Acquisition Division
1:05   Safety While in the Census Bureau –
       Carolyn Cumberland, Safety Manager, Human Resources
       Division
1:10   Field Data Collection: Vision
       Preston Jay Waite, Associate Director for Decennial Census
1:40   Field Data Collection: Automation
       Barbara LoPresti, Chief, Technologies Management Office
2:10   FDCA: Acquisition Approach
       Michael Palensky, Chief, Acquisition Division

2:30   Question & Answer Forum

3:00   Conclusion – Mike Palensky
                                                                    35
                          Agenda

2:30 Question & Answer Forum

Panelists:
Teresa Angueira, Chief, Decennial Management Division
Barbara LoPresti, Chief, Technologies Management Office
Mike Palensky, Chief, Acquisition Division
Janet Cummings, Assistant Chief for Decennial Management,
       Analysis, and Special Censuses, Field Division
Gail Leithauser, Assistant Chief for Geography and Data Collection,
       Field Division
Violeta Vazquez, Assistant Chief for Field Data Collection, Decennial
       Management Division
                                                                        36
                          Agenda
1:00   Welcome
       Mike Palensky, Chief, Acquisition Division
1:05   Safety While in the Census Bureau –
       Carolyn Cumberland, Safety Manager, Human Resources
       Division
1:10   Field Data Collection: Vision
       Preston Jay Waite, Associate Director for Decennial Census
1:40   Field Data Collection: Automation
       Barbara LoPresti, Chief, Technologies Management Office
2:10   FDCA: Acquisition Approach
       Michael Palensky, Chief, Acquisition Division
2:30   Question & Answer Forum

3:00   Conclusion – Mike Palensky
                                                                    37