2010 Census Field Data Collection Automation (FDCA) Industry Day August 27, 2004 Census Bureau Auditorium

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

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

4Agenda 1:00Welcome Mike Palensky, Chief, Acquisition Division 1:05Safety While in the Census Bureau – Carolyn Cumberland, Safety Manager, Human Resources Division 1:10Field Data Collection: Vision Preston Jay Waite, Associate Director for Decennial Census 1:40Field Data Collection: Automation Barbara LoPresti, Chief, Technologies Management Office 2:10FDCA: Acquisition Approach Michael Palensky, Chief, Acquisition Division 2:30 Question & Answer Forum 3:00Conclusion – Mike Palensky

5 Field Data Collection: Vision 2010 Census Preston Jay Waite Associate Director for Decennial Census

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

7 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

8 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

9 The 2010 Census Reengineering Plan Goals of the 2010 Census Improve accuracy Reduce risks Contain costs Provide more relevant data

10 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

11 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 temporary offices

12 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

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

14 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

15Agenda 1:00Welcome Mike Palensky, Chief, Acquisition Division 1:05Safety While in the Census Bureau – Carolyn Cumberland, Safety Manager, Human Resources Division 1:10Field Data Collection: Vision Preston Jay Waite, Associate Director for Decennial Census 1:40Field Data Collection: Automation Barbara LoPresti, Chief, Technologies Management Office 2:10FDCA: Acquisition Approach Michael Palensky, Chief, Acquisition Division 2:30 Question & Answer Forum 3:00Conclusion – Mike Palensky

16 Field Data Collection Automation: Program Scope for the 2010 Census 2010 Census Barbara M. LoPresti Chief, Technologies Management Office

17 Presentation Overview Scope of the Field Data Collection Automation (FDCA) Program Field Data Collection Environment FDCA Technical Challenges

18 FDCA Program Elements Automation Support Services Field Systems Integration and Services Management Development, Integration, Test, Deployment, Quality Assurance, Project Management Data Collection and Administrative Applications Field Operations Control Data Collection Instruments Administrative Applications Telecom Services Data, Voice Fixed, Mobile Back Office Services File Shares Directories Web Hosts Operations Support Deployment Training Asset Management System Administration Help Desk Maintenance Disposition Security Title 13 Security Operations Field Office Automation Equipment PCs, Printers, Plotters LANs Office Automation Software Telephones Other Equipment Mobile Computing Equipment Laptops, tablet PCs, GPS, HHCs

19 FDCA Program Elements Automation Support Services Field Systems Integration and Services Management Development, Integration, Test, Deployment, Quality Assurance, Project Management Data Collection and Administrative Applications Field Operations Control Data Collection Instruments Administrative Applications Telecom Services Data, Voice Fixed, Mobile Back Office Services File Shares Directories Web Hosts Operations Support Deployment Training Asset Management System Administration Help Desk Maintenance Disposition Security Title 13 Security Operations Field Office Automation Equipment PCs, Printers, Plotters LANs Office Automation Software Telephones Other Equipment Mobile Computing Equipment Laptops, tablet PCs, GPS, HHCs

20 FDCA Program Elements Automation Support Services Field Systems Integration and Services Management Development, Integration, Test, Deployment, Quality Assurance, Project Management Data Collection and Administrative Applications Field Operations Control Data Collection Instruments Administrative Applications Telecom Services Data, Voice Fixed, Mobile Back Office Services File Shares Directories Web Hosts Operations Support Deployment Training Asset Management System Administration Help Desk Maintenance Disposition Security Title 13 Security Operations Field Office Automation Equipment PCs, Printers, Plotters LANs Office Automation Software Telephones Other Equipment Mobile Computing Equipment Laptops, tablet PCs, GPS, HHCs

21 FDCA Program Elements Automation Support Services Field Systems Integration and Services Management Development, Integration, Test, Deployment, Quality Assurance, Project Management Data Collection and Administrative Applications Field Operations Control Data Collection Instruments Administrative Applications Telecom Services Data, Voice Fixed, Mobile Back Office Services File Shares Directories Web Hosts Operations Support Deployment Training Asset Management System Administration Help Desk Maintenance Disposition Security Title 13 Security Operations Field Office Automation Equipment PCs, Printers, Plotters LANs Office Automation Software Telephones Other Equipment Mobile Computing Equipment Laptops, tablet PCs, GPS, HHCs

22 FDCA Program Elements Automation Support Services Field Systems Integration and Services Management Development, Integration, Test, Deployment, Quality Assurance, Project Management Data Collection and Administrative Applications Field Operations Control Data Collection Instruments Administrative Applications Telecom Services Data, Voice Fixed, Mobile Back Office Services File Shares Directories Web Hosts Operations Support Deployment Training Asset Management System Administration Help Desk Maintenance Disposition Security Title 13 Security Operations Field Office Automation Equipment PCs, Printers, Plotters LANs Office Automation Software Telephones Other Equipment Mobile Computing Equipment Laptops, tablet PCs, GPS, HHCs

Field Operations By Calendar Year Quarter

24 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

25 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

26 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

27 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

28 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

29 FDCA - Technical Challenges cont’d Security Title 13 United States Code Physical and data security meets all federal regulations, standards, policies

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

31 Industry Engagement We want ideas from Industry on how to solve the Technical, Logistical, and Operational Challenges

32Agenda 1:00Welcome Mike Palensky, Chief, Acquisition Division 1:05Safety While in the Census Bureau – Carolyn Cumberland, Safety Manager, Human Resources Division 1:10Field Data Collection: Vision Preston Jay Waite, Associate Director for Decennial Census 1:40Field Data Collection: Automation Barbara LoPresti, Chief, Technologies Management Office 2:10FDCA: Acquisition Approach Michael Palensky, Chief, Acquisition Division 2:30 Question & Answer Forum 3:00Conclusion – Mike Palensky

33 FDCA Acquisition Approach Michael L. Palensky Chief, Acquisition Division

FDCA Fiscal Year Timeline – Industry Day 1/1/05 FDCA Request for Proposal (Estimated) FDCA Contract Award (Estimated) Local Census Offices Open for Dress Rehearsal Begin Operations for Dress Rehearsal Design, Develop, Integration, Test, Implement 2 nd Quarter3 rd Quarter4 th Quarter1 st Quarter2 nd Quarter3 rd Quarter4 th Quarter 10/1/05 1 st Quarter2 nd Quarter 10/1/06 FY 2006FY 2005FY /1/064/1/067/1/061/1/074/1/074/1/057/1/05

35Agenda 1:00Welcome Mike Palensky, Chief, Acquisition Division 1:05Safety While in the Census Bureau – Carolyn Cumberland, Safety Manager, Human Resources Division 1:10Field Data Collection: Vision Preston Jay Waite, Associate Director for Decennial Census 1:40Field Data Collection: Automation Barbara LoPresti, Chief, Technologies Management Office 2:10FDCA: Acquisition Approach Michael Palensky, Chief, Acquisition Division 2:30 Question & Answer Forum 3:00Conclusion – Mike Palensky

36Agenda 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

37Agenda 1:00Welcome Mike Palensky, Chief, Acquisition Division 1:05Safety While in the Census Bureau – Carolyn Cumberland, Safety Manager, Human Resources Division 1:10Field Data Collection: Vision Preston Jay Waite, Associate Director for Decennial Census 1:40Field Data Collection: Automation Barbara LoPresti, Chief, Technologies Management Office 2:10FDCA: Acquisition Approach Michael Palensky, Chief, Acquisition Division 2:30 Question & Answer Forum 3:00Conclusion – Mike Palensky