SPECIAL STUDIES AGREEMENT



MODEL AGREEMENT FOR JOINT STATISTICAL PROJECTS PURSUANT TO

13 U.S.C. 8(b)[1]

MEMORANDUM OF AGREEMENT

ESTABLISHING A JOINT STATISTICAL PROJECT

BETWEEN

The U.S. CENSUS BUREAU

AND

[Name of other party]

Agreement No.

1. PARTIES AND PURPOSE

This document constitutes an agreement between the U.S. Census Bureau and the [Name of other party].

2. AUTHORITY

The Census Bureau’s authority to participate in a joint statistical project with [Name of other party] is 13 U.S.C. § 8(b), which authorizes the Census Bureau to engage in joint statistical projects with non-profit agencies and organizations on matters of mutual interest, but only if the cost of such projects is equitably apportioned.

No Title 13 confidential information will be shared pursuant to this agreement.

[Or, If Title 13 confidential information will be shared with the other party, include the following additional legal authorities for the Census Bureau]:

13 U.S.C. § 9 provides that census data are confidential and may only be used for statistical purposes and cannot be disclosed or published in any way that permits identification of a particular respondent.

13 U.S.C. § 23(c) authorizes the Census Bureau to grant access to confidential data to individuals who are employed by private or public organizations or agencies and who have expertise or specialized knowledge that will contribute to Census Bureau projects or activities. Such persons, however, must be sworn to observe the limitations of

13 U.S.C. § 9.

[If the agreement is with another Federal agency or state agency, include citation to the U.S. Code or other legal authority, or state statutory authority, that allows that Federal or State agency to undertake the project and include a brief summary of that statute/legal authority.] The authority for [Name of other party] to enter into this agreement is [Identify the other party’s authority to enter into agreement].

3. PURPOSE

Pursuant to this agreement, the parties will [provide a clear and succinct description of the project, a brief explanation of the objective and purpose of the agreement, and an explanation as to how this project is necessary and essential to further the mission of the Bureau. Provide background information as necessary to make it clear why the Bureau is undertaking this particular project].

The Census Bureau has determined that this project cannot be done as effectively without the participation of [Name of other party] because [provide an explanation as to why the Bureau needs the help/input of the other party for this project].

4. MUTUAL INTEREST OF THE PARTIES

[Provide specific details as to the interest(s) of each of the parties/how each party benefits]

5. RESPONSIBILITIES OF THE PARTIES

[Set forth the specific activities each party agrees to perform]

6. EQUITABLE APPORTIONMENT OF COSTS

The costs associated with this agreement are equitably apportioned.

[Provide an explanation that establishes that the costs of the project are equitably apportioned. This may be done, among other ways, by stating the percentage of overall costs, including in-kind, that each party is contributing to the project, e.g., Census’s estimated percentage of total costs of this project are ___%. The [name of qualifying partner]’s estimated percentage of costs of this project are ___%.]

[You may prepare a budget showing the value of each parties contribution to the project. Accordingly, the agreement would include the following language: The costs of this activity are equitably apportioned. Census’s estimated costs for this project are $________. The [name of qualifying partner]'s estimated costs for this project are $______. Attached is a copy of the estimated budget for this project which shows each partner's contribution to the project.]

[If costs are not equitably apportioned, then the project will NOT BE LEGAL under the Joint Statistical Project Authority. While preparing the agreement, if there is any question regarding whether the project’s costs are equitably apportioned, please contact the General Law Division, Office of the Assistant General Counsel for Administration, for guidance regarding whether the proposed agreement would be legal under the Joint Statistical Project Authority.]

[Additionally, if the agreement is with another Federal agency AND the agreement involves a transfer of funds, include each party’s accounting data, as laid out below:

ACCOUNTING DATA

Treasury Account Symbol (TAS)/Appropriation Code:

Census:

[name of other agency]:

Business Event Type Code:

Census:

[name of other agency]:

Business Partner Network (BPN) number/DUNS number:

Census:

[name of other agency]:

Agency Locator Code:

Census:

[name of other agency]:]]

7. CONTACTS

The contacts of each party to this agreement are:

[Name of Census contact]

[Title of Census contact]

[Address of Census contact person]

[Phone number of Census contact person]

[Fax number of Census contact person]

[E-mail address of Census contact person]

[Name of other party's contact person]

[Title of other party's contact person]

[Address of other party's contact person]

[Phone number of other party's contact person]

[Fax number of other party's contact person]

[E-mail address of other party's contact person]

The parties agree that if there is a change regarding the information in this section, the party making the change will notify the other party in writing of such change.

8. DURATION OF AGREEMENT, AMENDMENTS AND MODIFICATIONS

This agreement will become effective when signed by all parties. The agreement will terminate on [insert termination date], but may be amended at any time by mutual consent of the parties. [NOTE: Generally, agreements may not last longer than five (5) years. If the agreement will last longer than 3 years, the following sentence should be included in the agreement: "The parties will review this agreement at least once every three years to determine whether it should be revised, renewed, or canceled."] Any party may terminate this agreement by providing ___ day’s written notice to the other party.

9. RESOLUTION OF DISAGREEMENTS

Should disagreement arise on the interpretation of the provisions of this agreement, or amendments and/or revisions thereto, that cannot be resolved at the operating level, the area(s) of disagreement shall be stated in writing by each party and presented to the other party for consideration. If agreement on interpretation is not reached within thirty days, the parties shall forward the written presentation of the disagreement to respective higher officials for appropriate resolution.

[If the agreement is with another Federal agency AND the agreement involves a transfer of funds, include the following dispute resolution language for financial disagreements: “If a dispute related to funding remains unresolved for more than 30 calendar days after the parties have engaged in an escalation of the dispute, disputes will be resolved in accordance with instructions provided in the Treasury Financial Manual (TFM), available at .”]

_______________________________

[signature of person who has authority to bind other party to the agreement]

[typed name]

[typed title]

[typed office at Census] U.S. Census Bureau

_______________________________

[other party’s signature--must be an official with authority to sign]

[typed name]

[typed title]

[typed other party’s agency]

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

[1] Bracketed text that is in bold, italicized typeface indicates information that will be different for each agreement. You must replace the bracketed text with the required information.

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