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This performance work statement and related federal contract opportunity document outline requirements for a sole source, firm-fixed price contract to provide a multi-tiered system of support for social, emotional, and behavioral services in six Department of Defense Education Activity secondary schools located in North Carolina, South Korea, and Germany. The contractor will implement a pilot program expanding an existing elementary school framework to the secondary level, provide professional development and coaching to build school staff capacity, develop online resources, and evaluate program effectiveness. The base period of performance is 12 months with four 12-month option periods for a total estimated value of $4,664,986.25. Responses to the notice of intent were due by the date specified to be considered for a non-competitive award to The Pennsylvania State University Schools Empowering At-Risk Students Team as the incumbent for this work.

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PERFORMANCE WORK STATEMENT

Department of Defense Education Activity

4800 Mark Center Drive

Alexandria, VA 22350

06 Sep 22 1

PERFORMANCE WORK STATEMENT

Multi-Tiered System of Support (MTSS) for

Social, Emotional, and Behavioral (SEB) Support and

Services in Secondary Schools Serving Military-Connected Students

1. General Information and Scope of Work

1.1 Agency: For school year (SY) 2022-23, the Department of Defense Education Activity (DoDEA) will provide

PK-12 instruction to over 66,000 dependents of active-duty military and civilian employees. In the Americas, DoDEA operates 50 schools located in seven states, Puerto Rico, and Cuba. In Europe and the Middle East, DoDEA operates 64 schools located in Germany, England, Netherlands, Belgium, Spain, Italy, Turkey, and

Bahrain. In the Pacific, DoDEA operates 45 schools located in Korea, Japan (mainland and Okinawa), and

Guam. DoDEA also operates a full time K-12 virtual school option with teaching hubs in each DoDEA region: Americas, Europe, and Pacific. DoDEA's curriculum, resources and student achievement scores on standardized assessments compare favorably to those of high-performing US public school systems.

1.2 Background

1.2.1 The Pennsylvania State University (Penn State) Schools Empowering At-Risk Students (SEAS)

Team, part of the Clearinghouse for Military Family Readiness, was awarded a National Institute of

Food and Agriculture (NIFA) US Department of Agriculture (USDA) grant (DoDEA award

#HE12541910009) to support research development on the emerging topic of harmful behaviors for military-connected students (e.g., suicide, problematic-sexual behavior in children and youth, etc.).

1.2.2 In August 2019, DoDEA identified the need to develop an evidenced-based PK-5 framework in which the social, emotional, and behavioral (SEB) support and service needs of military-connected students and schools could be identified and intervened upon effectively.

1.2.3 Since the 2020-21 school year, Penn State’s SEAS in collaboration with DoDEA HQ’s Student

Services Division has piloted a participatory coaching model for the implementation of a multi-tiered system of support (MTSS) for SEB support/services in four elementary schools. The coaching and implementation have demonstrated positive initial results to include building trust, expanding knowledge, and increasing implementation capacity for a sustainable framework of practice. The pilot program has improved equity, access, and academic engagement for the students who received support/services.

1.3 Scope of Work: The proposed project expands the successful pilot elementary school program to the secondary level, continues the development of online materials for military-connected schools, and builds DoDEA’s capacity to sustain the program after the contract expires. As part of the Penn State Clearinghouse for Military

Family Readiness on MTSS for SEB support and services at the secondary level (grades 6-12), DoDEA requires the following:

1) Ongoing community-based participatory research and development that expands the existing K-5 MTSS pilot program to include six secondary schools at the same installations: Camp Humphreys, South Korea;

Spangdahlem Air Force Base, Germany; and Fort Bragg, North Carolina.

2) Evidence-based professional learning, consultation, and coaching to build the capacity of school-level professionals and leaders working with DoDEA’s secondary students and schools.

3) Ongoing development and dissemination of MTSS-related evidenced-based school resource materials that address the SEB needs of secondary schools serving primarily military-connected students and which will, thereby, expand the portfolio materials currently found on the Clearinghouse for Military

Family Readiness website located at https://militaryfamilies.psu.edu/.

4) Evaluation of the coaching and consultation model to determine its effectiveness, acceptability, and impact on secondary school personnel and students and the feasibility of expanding the pilot program systemwide.

06 Sep 22 2

2 Requirements

2.1 MTSS for SEB Support and Services at the Secondary Level: Implement a pilot program to provide a multi-tiered system of support for social, emotional, and behavioral support and services at six DoDEA secondary schools located in North Carolina, South Korea, and Germany.

The tasks below are provided to help the Contractor gain a better understanding of the requirements.

The tasks are not all inclusive. The Contractor is expected to develop the total solution to meet all the requirements in accordance with a performance-based approach.

Supporting Tasks

2.1.1 Task 1, Pilot Program Planning and Implementation—The Contractor shall:

2.1.1.1 Pilot School Recruiting Support: Support the recruiting of secondary schools that are associated with current pilot schools to promote continuity, collaboration, and capacity across DoDEA. The pilot schools consist of one middle school and one high school from each of the OCONUS regions and two middle schools from the CONUS location—a total of six secondary schools. Support goes beyond recruiting to include:

1) Participating and providing feedback from the initial site visit, goal setting meetings, and monthly coaching meetings.

2) Conducting in-person and virtual training activities.

3) Facilitating the creation and training of each pilot school’s MTSS team.

2.1.1.2 Project Implementation Plan: Provide a draft implementation plan within 20 business days of the post-award conference. Finalize the plan based on written feedback from the contracting officer’s representative (COR). Provide an updated draft plan 30 calendar days prior to the end of each contract year and finalize it based on written feedback from the COR.

1) The plan shall possess at a minimum, the following seven sections:

a. Definition of Goals and Objectives

b. Allocation of Resources

c. Planning Milestones & Timeline

d. Designation of Responsibilities

e. MTSS Check-up Model

f. Identification of Contingencies and Backup Plans

g. Evaluation

h. Description of Success

2) The plan shall also include the following four subcategories:

a. Secondary Level Adaptation: Adapt the current pilot coaching model to fit the needs of middle and high schools but retain the same structure to include MTSS team staffing recommendations, MTSS meetings, monthly coaching, and annual trainings.

b. Annual Meetings with the Elementary Pilot Schools: Meet with current elementary pilot schools on an annual basis to continue with troubleshooting and to provide updates regarding ongoing sustainability of MTSS practices. Note: These meetings can be in-person if they coincide with in-person visits to the adjacent secondary school sites.

Otherwise, they shall be conducted virtually (e.g., via MS Teams) on dates and times the

COR in consultation with the schools will schedule.

c. Leadership Meetings: Present and facilitate both a bi-annual (semesterly) update to district, regional, leaders and an annual update for HQ leadership. Provide the medium through which each meeting occurs (preferably MS Teams) and record each meeting’s minutes.

Finalize the minutes based on written feedback from the COR. Prior to each meeting, perform a dry run of the meeting’s presentation. Finalize each presentation based on feedback from the COR. Note: Each meeting is expected to last 1-2 hours with the first

30-45 meetings consisting of the Contractor’s presentation and the remaining time for

Q&A/discussion.

d. Travel: Include the tentative travel dates and purposes, which are projected in the tables below. Note: If additional in-person site visits are required post-award, they shall occur if

06 Sep 22 3 first approved in writing by the COR.

Base Year

Site Purpose Participants Duration/Timeframe

HQ Annual Meeting* 3: Dir., Asst. Dir, 1 staff 3 days / TBD

* Additional HQ meetings each contract year, if required shall be conducted virtually.

Option Year 1

HQ Annual Meeting* 3: Dir., Asst. Dir, one staff 3 days / TBD

Ft. Bragg Support 6: Dir. or Asst. Dir, 5 staff 4 days / TBD

Spangdahlem Support 6: Dir. or Asst. Dir, 5 staff 4 days** / TBD

Humphreys Support 6: Dir. or Asst. Dir, 5 staff 4 days** / TBD

** Work days. Does not include rest days for overseas travel.

Option Year 2

HQ Annual Meeting 3: Dir., Asst. Dir, 1 staff 3 days / Aug or Sep

Conference Research & Development 3: Dir. or Asst. Dir, 2 staff 2 days / TBD

Ft. Bragg Train-the-Trainer*** 2: Dir. or Asst. Dir, 1 staff 5 days / TBD

Spangdahlem Train-the-Trainer*** 2: Dir. or Asst. Dir, 1 staff 5 days** / TBD

Humphreys Train-the-Trainer*** 2: Dir. or Asst. Dir, 1 staff 5 days** / TBD

Ft. Bragg Support 6: Dir. or Asst. Dir, 5 staff 4 days / TBD

Spangdahlem Support 6: Dir. or Asst. Dir, 5 staff 4 days** / TBD

Humphreys Support 6: Dir. or Asst. Dir, 5 staff 4 days** / TBD

*** It will be determined post-award—on a case-by-case basis—if the train-the-trainer and support trips will be separated or combined.

Option Years 3-4

HQ Annual Meeting 3: Dir., Asst. Dir, 1 staff 3 days / Aug or Sep

Conference Research & Development 3: Dir. or Asst. Dir, 2 staff 2 days / TBD

Conference Research & Development 3: Dir. or Asst. Dir, 2 staff 2 days / TBD

Ft. Bragg Support 6: Dir. or Asst. Dir, 5 staff 4 days / TBD

Spangdahlem Support 6: Dir. or Asst. Dir, 5 staff 4 days** / TBD

Humphreys Support 6: Dir. or Asst. Dir, 5 staff 4 days** / TBD

2.1.2 Task 2, Community-based Participatory Research and Development—The Contractor shall:

1) Research and Development (R&D): Provide community-based participatory R&D that extends the pilot elementary school research to the secondary level. The following shall be provided in an annual report that includes:

a. Process updates that evaluate program and pilot implementation, fidelity and coaching using qualitative and quantitative data.

b. Updates on the most recent research-based findings in the continued work.

c. Building and maintaining the Community-Based Participatory Research, the model used for the elementary pilot implementation.

2) Partnerships: Establish and maintain well-selected, well-designed, and well-organized partnerships with key learning community and school stakeholders to cultivate positive community health and promote social change. The evaluation and status of partnerships shall be described in the annual technical report. Note: These partnerships are expected to mirror and expand upon those of their elementary school counterparts. HQ will liaise between the Contractor and DoDEA stakeholders.

2.1.3 Task 3, Ongoing Development of the Website and School Resource Materials: Provide digital resources that address the SEB needs of DoDEA’s secondary schools, which DoDEA can disseminate to our secondary schools and post on the Penn State Clearinghouse for Military Family Readiness website.

Ensure the School Resources website continues to expand and reflect the needs of secondary schools.

06 Sep 22 4

SCORM-compliant mini-modules, resource handouts, printable content, and links to vetted resources shall be developed, expanded, and maintained during the project. Note: These resources are expected to mirror and expand upon those of their elementary school counterparts.

2.1.3.1 Evaluation of Website Utility and Reach: Gather and analyze data related to use, reach, and satisfaction.

Provide the data, draft summary, and recommendations. Finalize the summary and recommendations based on written feedback from the COR. Note: Although the current (elementary) School Resources website has been expanding in content and links to other reputable sites, little information is known about satisfaction, uptake of resources, and overall traffic. Annual knowledge, self-efficacy, and usage data shall be collected and provided in the annual report.

2.1.3.2 Expansion of Outreach Efforts: Expand social media spread of resources, dissemination of materials to DoDEA and non-DoDEA schools, and customization of the web platform to guide busy educators to the most salient materials to meet their needs. Develop and deliver professional learning, website resources and content, as well as expand the reach of the website through mechanisms such as social media. Note: These resources are expected to mirror and expand upon those of their elementary school counterparts.

2.1.3.3 Website Resources: Continue to develop website content on an as-needed basis to assist with completing Tasks 1-5 and to address areas identified by the educational professionals who serve our military-connected children. Any digital module that is developed shall be SCORM-compliant.

▪ Requests for new content will come from the COR and will be determined by need on an annual basis.

▪ Adaptation of existing content (e.g., into a mini-module format) will be determined, coordinated, and approved on an annual basis.

2.1.4 Task 4, Building Capacity - Professional Learning & Coaching Sustainability: The Contractor shall:

2.1.4.1 Overview: Provide professional learning and web-based resource materials for MTSS coaching to build the capacity of the school MTSS team, and the district/regional technical support coaching team. The Contractor shall provide an outline and final draft that will be approved by the COR in writing. Note: Emphasis shall be placed on providing coaching and professional learning at the district/regional team level to strengthen the viability of the program upon the contract’s completion.

Professional learning and coaching materials shall be revamped to support the K-12 Sustainability

Toolkit detailed in PWS 2.1.5.2.

2.1.4.2 HQ Meetings: Travel to DoDEA HQ to meet with the COR and other DoDEA personnel each year.

Note: Additional visits shall be conducted, as required, via MS Teams.

2.1.4.3 Pilot Site Visits: Travel to each site for a 4-day site visit in Option Years 1-4. The Director and/or

Assistant Director and 3-4 staff—a total of six people—shall visit each pilot site each year. The exact purpose and itinerary of each visit will be determined in consultation with the Contractor post-award.

2.1.4.4 Train-the-Trainer Professional Learning: Conduct train-the-trainer professional learning at each pilot site in Option Year 1 only. This face-to-face professional learning shall be conducted by two

Contractor staff—one of whom shall be the Director or Assistant Director—and shall last five business days—not including rest days for overseas travel.

2.1.4.5 MTSS Teams: In the Base Year, provide two 1-hour synchronous planning and preparing sessions delivered to each region—Americas, Europe, and Pacific—a total of two hours per region in the base year. In the option years, provide three 2-hour coaching sessions each semester to each region—not to exceed six hours per semester, per region. The Contractor shall provide an outline and a dry run prior to the first presentation and shall finalize the presentation based on written feedback from the COR.

2.1.4.6 District/Regional Technical Support Coaching Teams: Provide one 1-hour synchronous webinar each semester delivered to each region—Americas, Europe, and Pacific—a total of three hours per semester, per region. The Contractor shall provide an outline and a dry run prior to the first presentation, and will finalize the presentation based on written feedback from the COR.

2.1.4.7 Conferences: Attend conferences for the purpose of research and development. Attend one conference in Option Year 2 and two conferences in Option Year 3 and Option Year 4. Three

Contractor staff shall attend each conference. Note: In Option Year 3 and Option Year 4, it is expected that one of the conferences will be within driving distance; i.e., no airfare will be required.

06 Sep 22 5

2.1.4.8 Medium and Recording: Provide the medium for each virtual presentation—preferably MS Teams.

2.1.5 Task 5, Program Evaluation and Sustainability—The Contractors shall:

2.1.5.1 Utilize multiple means and methods for assessing progress on each task and the overall progress of the effort to include qualitative and quantitative measures of delivery and success. Provide ongoing review of coaching for sustainability, ongoing assessment of the continued and expanded MTSS pilot into secondary schools, and ongoing evaluation of school resource materials. Provide a draft annual evaluation report within the annual technical report. Ensure that longitudinal data, showing progress over time, shall be included in the annual evaluation report. Ensure the draft report incorporates any recommendations from a third-party evaluator. Finalize the report based on written feedback from the COR.

2.1.5.2 Provide a draft web-based K-12 Sustainability Toolkit to support the development, implementation, and continuous improvement to districts/regions and schools annually. Finalize each year’s toolkit based on written feedback from the COR. This resource shall be updated and expanded annually to include the following sections:

Base Year, SY 22-23 MTSS Planning & Preparing Resources

Option Year 1, SY 23-24 Tier 1 Planning Resources

Option Year 2, SY 24-25 Tier 1 Implementation & Tier II Planning Resources

Option Year 3, SY 25-26 Tier II Implementation & Tier III Planning

Option Year 4, SY 26-27 Tier III Implementation & Analyze and Adjust

2.1.5.3 Provide a draft plan to ensure the website maintenance’s sustainability once the contract ends.

Finalize the plan based on written feedback from the COR. Note: The draft plan shall be submitted to the COR 180 calendar days before the expiration of the contract in Option Year 4 and finalized based on written feedback from the COR.

2.1.6 Meetings: The Contractor shall provide the medium through which each meeting occurs, record each meeting’s minutes. Submit the draft minutes to the COR within two business days of the event. Finalize the minutes two business days after receipt of written feedback from the COR.

1) Post-Award Conference: Participate in a video- or teleconference with the COR five business days after award in accordance with FAR Subpart 42.5.

2) IT Meeting: Convene a video- or teleconference with DoDEA Information Technology staff ten business days after award, per Technical Exhibit #1.

3) Weekly check-in meetings. Meet with the COR on a weekly basis to provide check-in’s and updates.

4) Other Post-Award Meetings: Meet with the Contracting Officer (KO), COR, and/or other Agency personnel, as appropriate, to review Contractor performance, as required by DoDEA. The KO may discuss the Agency’s view of Contractor performance, and the Contractor shall apprise the Agency of any problems being experienced. The Contractor shall take appropriate action to resolve any outstanding issues the Agency raises.

2.1.7 Delivery of Digital Resources—The Contractor shall deliver web-based materials (such as access codes) three days after receipt of delivery order.

2.1.8 Technical Support: Provide industry-standard technical support for its digital resources for the life of the contract via telephone or by email within one business day or less from the initial contact to include but not limited to assisting with service problems, product setup, upgrades, and troubleshooting.

2.2 Performance Standard and Acceptable Quality Level (AQL)

2.2.1 Performance Standard: Tasks shall be completed per the AQL (below).

2.2.2 AQL: All tasks shall be completed by the required completion date.

3 Constraints

3.1 Place of Performance: Work shall be performed at the Contractor’s facilities and the pilot school locations.

3.2 Key Functions—The Contractor shall provide the following: Project Manager (PM) & Alternate PM, Director, Assistant Director, a Research Assistant/Associate Professor, and Research Support. The PM or Alternate PM shall

06 Sep 22 6 be available, from 9AM to 3PM EST, Monday-Friday, except for Federal holidays or when the Government facility is closed for administrative reasons.

1) PM/Alternate PM: Provide a PM to be responsible for the performance of work. The name of the PM and an

Alternate PM who shall act for the Contractor when the program manager is absent shall be designated in writing to the Contracting Officer. The PM or Alternate PM shall have full authority to act for the Contractor on all contract matters relating to the daily operation of this contract.

2) Qualifications: Provide the/Director, Assistant Director, PM, Research Assistant/Associate Professor, and research support staff as required to successfully execute contract requirements.

a. PM possesses a minimum of three years of experience working with military partners and at least four years of experience working in the K-12 educational setting. This individual will work within the

Clearinghouse for Military Family Readiness. The Alternate PM possesses a similar level of experience and knowledge as the PM.

b. Director possesses at a minimum the credentials of Associate Professor of a Psychology or Counseling department in an accredited institute of higher education and is affiliated with the Schools Empowering

At-Risk Students (SEAS) project at the Clearinghouse for Military Family Readiness. This individual must (1) be certified in school psychology or school counseling and ideally would be a licensed psychologist or counselor and (2) have at least five years of research experience with military partners and extensive experience in translational research, literature review, technical report development, publication of empirical manuscripts, research study design, and successful execution of research projects.

c. Assistant Director possesses a minimum of five years of experience working with military partners. This individual must be a certified educator and have extensive experience in research and development, data analysis, and support implementation. Experience in MTSS implementation is preferred.

d. Research Assistant or Associate Professor is credentialed in school psychology or school counseling with experience in MTSS coaching and implementation, and statistical analysis.

e. Research Support possesses graduate level students in school psychology, school counseling or a related mental health field serving children and youth. These individuals will be responsible for literature reviews, manuscript and report preparation assistance, and other duties as assigned to support coaching and implementation.

3) Changes: Personnel provided as replacements to key functions after contract award shall meet or exceed the qualifications and experience of those provided upon award of the contract. Notify the COR in writing regarding all personnel changes ten business days in advance of the change.

3.3 Holidays and Hours of Operation

1) The PM or alternate shall be available during the hours of 9AM to 3PM Eastern Standard Time (EST), except for Federal holidays and Federal government closures/shutdowns. The following list shows recognized

Federal holidays: New Year’s Day, Martin Luther King Jr.’s Birthday, Presidents Day, Memorial Day, Juneteenth National Independence Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day, and Christmas Day.

2) Although there are different time zones within Europe and the Pacific and different hours for specific schools throughout DoDEA, the normal business hours for the regions roughly correspond to the following: Americas, 0700-1500 EST; Europe, 1300-2100 EST; and Pacific, 2000-0400 EST.

3.4 Availability: The Contractor shall make all resources available for the life of the contract.

3.5 Anti-Bias, Diversity, and Inclusion—The Contractor shall provide resources free of age, racial, color, national origin, disabling conditions, sexual, gender, religious, and ethnic bias and present balanced coverage of multi-cultural contributions and representation, where appropriate.

3.6 Privacy—The Contractor shall:

3.6.1 User Accounts: Require, wherever applicable, that individual accounts possess unique usernames and passwords that do not require personally identifiable information (PII) to access online content, i.e., first

& last name and any other unique personal information.

3.6.2 Contractor Personnel: Ensure personnel assigned to this contract take proper precautions to protect information from disclosure. Collect and/or store all agency-owned or agency-controlled PII IAW the relevant requirements of the Privacy Act, 5 U.S.C, per http://www.archives.gov/about/laws/privacy-act-

1974.html.

06 Sep 22 7

3.6.3 Privacy Training: Ensure Contractor staff who have access to DoDEA’s student, teacher and/or staff personally identifiable information take the DoD Privacy Act/Personally Identifiable Information

(PA/PII) training before gaining access to the data and yearly thereafter. Provide copies of the certificates of completion to the COR which can be audited at any time by the Chief Information Security

Officer (CISO) or his/her designee.

3.6.4 Privacy Verification: Provide the COR written verification of compliance to the Privacy requirements

(PWS 3.6.1-3.6.3) 120 calendar days prior to the expiration of each year’s contract option period or annually, as required. Note: After reviewing the Contractor’s verification, DoDEA reserves the right to ask for further verification data in order for DoDEA to comply with DoD’s evolving privacy mandates.

3.7 Section 508 Compliance—Ensure Contractor resources, wherever applicable, meet the following requirements:

1) IT Requirement: Ensure all electronic hardware and software that is procured under this contract/purchase order comply with Section 508 of the Rehabilitation Act of 1973, as amended, (29 U.S.C. 794d) and the

Architectural & Transportation Barriers Compliance Board Electronic Information Technology (EIT)

Accessibility Standards (36 CFR part 1194). More information may be found at http://www.section508.gov.

2) Deliverable Requirement: Ensure the following occur:

▪ Outputs/deliverables do not adversely affect accessibility features of existing EIT technologies.

▪ EIT related to the requirements of the contract are accessible to people with disabilities, per 29 U.S.C 794(d).

▪ Outputs/deliverables including functional performance, information, documentation, and support requirements are considered. Standards from 36 CFR Part 1194 Subpart B, C, and D apply to this acquisition.

3.8 Optical Character Resolution (OCR): The Contractor shall provide, upon request, two digital OCR copies of print materials in one or more of the following formats:

▪ Digital Accessible Information System/National Instructional Materials

▪ Accessibility Standard (NIMAS) with cascading style sheet

▪ HyperText Markup Language (HTML)

▪ Portable Document Format (PDF), (unlocked, embedded fonts, single page)

▪ Rich Text Format (RTF)/Word document

3.9 Sharable Content Object Reference Model® (SCORM®) Compliance: Provide, if applicable, SCORM®-compliant digital modules. Note: Department of Defense Instruction 1322.26 mandates digital modules comply with the latest version: https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/132226_dodi_2017.pdf?ver=2017-10-

05-073235-400.

3.10 Data and Resources: All data and resources developed as a result of any work awarded under this contract are and shall remain the property of the Government.

3.11 Organizational Conflict of Interest (OCI): The Contractor (including any subcontractor) personnel performing work under this contract may receive, have access to, or participate in the development of, proprietary or

Privacy Act information (e.g., personal information, education, etc.) may create a current or subsequent OCI as defined in FAR Subpart 9.5. Whenever the Contractor becomes aware that such access or participation may result in actual or potential OCI, the Contractor shall (1) immediately notify the Contracting Officer (KO) in writing and (2) promptly submit a plan to the KO to avoid or mitigate any such OCI. Note: The KO will unilaterally determine if the Contractor’s plan is acceptable. If the KO determines the plan cannot satisfactorily avoid or mitigate an OCI, s/he may implement other remedies to include prohibiting the Contractor’s further participation in contracted requirements.

3.12 Travel

1) Area of Travel: The Contractor shall travel to each face-to-face professional learning meeting in accordance with PWS 2.1.3. The Contractor may be required to travel to off-site locations and ship training aids to these locations in support of the PWS. Note: This contract does not authorize travel for Government personnel.

2) Travel Policy: The Government will reimburse the Contractor for allowable travel costs incurred by the contractor in performance of the contract and determined to be IAW FAR Subpart 31.2, subject to the following provisions: travel required for tasks assigned under this contract shall be governed in accordance with rules set forth for temporary duty travel in the DoD Joint Travel Regulations (JTR). The Contractor shall execute all travel IAW DoD regulations and policies. All travel and expenses above $75 shall be approved by the COR in writing, prior to travel.

06 Sep 22 8

3) Travel: Travel, subsistence, and associated labor charges for travel time are authorized for travel beyond a

50-mile radius of the local office, whenever a task assignment requires work to be accomplished at an alternate work site. No travel, subsistence or associated labor charges for travel time shall be charged for work performed within a 50-mile radius of the Contractor’s local office, normal work site, or temporary work site unless approved in advance by the COR. Under no circumstances will costs be reimbursed for travel performed for personal convenience and daily travel to and from the normal work site, to include parking expenses.

3.13 Security Requirements—The Contractor shall follow the guidance if the professional learning occurs on a military base/installation:

3.13.1 Installation/Base Passes & Access: The local supporting military installation will issue all required installation/base passes to Contractor employees at no cost to the Contractor. To be eligible to perform work under this contract, the Contractor sh a l l meet all applicable European installation/base access requirements covered including Army in Europe Regulation 190-16 and USAFE Instruction 31-208.

Passes shall be in each Contractor employee’s possession at all times while on a military installation.

The Contractor shall return base passes to the appropriate office within one business day upon termination of employment or completion of this contract. The Contractor shall ensure that it coordinates

Installation/Base Passes Access well in advance of the projected start dates for their employees as the turnaround is unpredictable and can vary for different locations.

3.13.2 Visitor Policies: The Contractor shall ensure all Contractor employees strictly comply with established

DoDEA visitor policies pursuant to DoDEA Regulation 4700.2, Internal Physical Security, March

2001 and DoDEA Regulation 4700.1, DoDEA Antiterrorism Program and Standards Para 4.7.11, which can be provided by the COR upon request. This shall include the mandatory use of visitor badges necessitating the positive identification of all visitors and Contractors. Visitor or Contractor non-compliance with the visitor policy will be documented within 24 hours of occurrence for follow-up with the Contracting Officer or Installation Commander, as appropriate.

3.13.3 Identification Badges: All Contractor and subcontractor personnel who require physical access to a Federally-controlled facility and/or access to a Federally-controlled information system shall follow the Federal

Information Processing Standards Publication (FIPS PUB) Number 201 "Personal Identity Verification of

Federal Employees and Contractors" and the associated Office of Management and Budget (OMB) implementation guidance for personal identity verification OMB Guidance M-05-24, dated August 5, 2005, "Implementation of Homeland Security Presidential Directive (HSPD) 12-Policy for a Common

Identification Standard for Federal Employees and Contractors" as required by FAR 4.13. The Contractor shall provide picture identification badges to all Contractor personnel. Identification badges shall be worn and visible at all times while Contractor personnel are on Government premises. Badges shall display a recent picture of the Contractor employee, Contractor employee’s name, company name, and the badge expiration date.

3.13.4 Access to and Disclosure of Information: The Contractor may require access to data and information proprietary to a Government agency, another Government contractor, or of such nature that its dissemination or use, other than as specified in this contract, would be adverse to the interests of the

Government or others. Neither the Contractor, nor Contractor employees shall divulge or release data or information developed or obtained under performance of this contract, except to authorized Government personnel or upon written approval of the COR or designated representative. Disclosure of information regarding operations and services of the activity to persons not entitled to receive it, or failure to safeguard any classified, proprietary or other similar items or information that may come to the

Contractor (or any persons under the Contractor’s control) in connection with work under this contract, may subject the contractor, contractor’s agent, or employees to criminal liability under Title 18, Sections 793 and 798 and/or other sections of the US Code. Neither the Contractor nor Contractor employees shall disclose or cause to be disseminated, any information concerning the operations of the activity that could result in, or increase the likelihood of, a breach of the activities’ security or interrupt the continuity of operations.

1) The Contractor shall direct to the COR, all inquiries, comments, or complaints arising from matters observed, experienced, or learned as a result of, or in connection with the performance of this contract, the resolution of which may require the dissemination of official information.

2) Inquiries received by the Contractor for work performed under this contract shall be referred to the

Contracting Officer for evaluation under the Freedom of Information Act (FOIA) of 1975, Public Law

06 Sep 22 9

93-502, 5 U.S.C., Section 552. The Contractor shall not release any information concerning the project to the public without written authorization from the Contracting Officer.

3) The Contractor shall not release any information (including photographs, files, public announcements, statements, denials, or confirmations) on any part of the subject matter of this contract, or any phase of any program hereunder, without the prior written approval of the Project Officer/COR. The Contractor shall not release information regarding individuals without prior authority of the Project Officer/COR.

Any documentation showing individuals’ names or other personal information will be controlled and protected. Provisions of the Privacy Act of 1974, Public Law 93-579, 5 U.S.C., Section 552a shall apply.

4 Government-Furnished Information / Resources

4.1 The Government will provide escorts for any Penn State staff who visit a DoDEA school.

4.2 The COR will schedule, in consultation with the Contractor, all required site visits and professional learning/ training activities post-award.

5 Contract Deliverables

Milestone/Deliverable Word

/ Excel

Digital

Copies

PWS

Planned

Frequency

Pilot School Recruiting Support Yes Yes 2.1.1.1 First quarter of the base year only

Project Implementation Plan Yes Yes 2.1.1.2 First quarter of each contract year

Research and Development Yes Yes 2.1.2 (a) Ongoing for the first three contact years

Expansion of Website Utility Yes Yes 2.1.3.1 Ongoing for the life of the contract

Expansion of Outreach Efforts Yes Yes 2.1.3.2 Ongoing but primarily in the base year

Website Resources Yes Yes 2.1.3.3 Ongoing for the life of the contract

Prof. L’ing & Coaching Overview Yes Yes 2.1.4.1 Ongoing

HQ Meetings Yes Yes 2.1.4.2 Scheduled each year post-award

Pilot Site Visits Yes Yes 2.1.4.3 Scheduled post award in OY1-4 only.

Train-the-Trainer Prof. L’ing Yes Yes 2.1.4.4 Scheduled post award in OY2 only

MTSS Teams Prof. Learning Yes Yes 2.1.4.5 As scheduled post-award

District/Regional Tech. Support

Coaching Teams Prof. L’ing Yes Yes 2.1.4.6 As scheduled post-award

Conferences Yes Yes 2.1.4.7 Scheduled post-award in OY2-4 only

Recording the Prof. L’ing Yes Yes 2.1.4.4 As scheduled post-award

Program Evaluation Yes Yes 2.1.5.1

Draft: 80% correct. Final, 100% correct.

Finalized 30 days after the end of each school year

K-12 Sustainability Toolkit Yes Yes 2.1.5.2 Ongoing

Website Maintenance

Sustainability Plan Yes Yes 2.1.5.3 Fourth quarter each year

Privacy Training Yes Yes 3.6.1 Upon request from the COR

Privacy Verification Yes Yes 3.6.4 Annually as described in the PWS

6 Acronyms and Definitions

CCRS College and Career Ready Standards

DoD/DOD Department of Defense

DFARS Defense Federal Acquisition Regulation Supplement

EIT Electronic Information Technology

FAR Federal Acquisition Regulations

IAW In Accordance With

PA/PII Privacy Act/Personally Identifiable Information

QASP Quality Assessment Surveillance Plan

SCORM Shareable Content Object Reference Model

Contract Line Item Number (CLIN) – Basic structural element in a procurement instrument describing and organizing the required product or service for pricing, delivery, inspection, acceptance, invoicing, and payment.

The use of the term “line item” includes “subcontract line number”, (SLIN), as applicable.

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Contracting Officer (KO) – The only individual with expressed authority to obligate (bind) the Government by means of entering, administering, and terminating contracts within the limits of the authority delegated via a

Contracting Officer’s warrant.

Contracting Officer’s Representative (COR) – Qualified and trained Government employee, nominated by the requiring activity (RA) and appointed in writing by a KO primarily to perform specific technical or administrative functions on a specific contract(s); serves as the ‘eyes and ears’ of a KO to assure the Government’s best interests are protected via the terms and conditions of the contract(s) appointed. COR’s do not have authority to obligate

(i.e., bind) the Government.

Contractor - Supplier or vendor having a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

Deliverable – Usually physically delivered items but may include such items as digital documents/reports.

Performance Requirements Summary (PRS) – Tabular listing of performance objectives and standards that provides the basis for a meaningful QASP.

Performance Work Statement (PWS) - A statement of work for performance-based acquisitions describing the required results in clear, specific and objective terms with measurable outcomes.

7 Performance Requirement Summary (PRS) and Quality Assurance Surveillance Plan (QASP)

7.1 Performance Requirement Summary (PRS)

Performance Objective Performance

Standard AQL Inspection Method

Pilot Program Plan and

Implementation, Task 1

100% compliance with the PWS

100% compliance with the PWS

Recruiting effort mirrors and expands elementary pilot site recruiting effort.

Implementation Plan

Draft plan: 80% correct

Final plan: 100% correct

COR inspection and stakeholder feedback

Community-based

Participatory Research and

Development, Task 2

R&D and Partnership status updates provided in annual technical report.

COR inspection and stakeholder feedback

Ongoing Development and

Evaluation of School

Resource Materials, Task 3

Website utility, outreach efforts, and website resources mirror and expand on their elementary pilot site counter-parts and reported on in the annual technical report.

COR inspection and stakeholder feedback

Building Capacity, Task 4

No more than one meeting, one pilot site visit, one MTSS team meeting, one

Coaching Team meeting, and one virtual professional learning webinar per year will need to be rescheduled due to Contractor issues.

COR inspection and stakeholder feedback

Program Evaluation and

Sustainability, Task 5

Multiple layers of qualitative and quantitative measures shall be used to measure progress/success.

K-12 Sustainability Toolkit

Draft: 80% correct - Final: 100% correct

Website Maintenance Sustainability

Draft: 80% correct - Final: 100% correct

COR inspection and stakeholder feedback

Meetings

No more than one meeting per year will need to be rescheduled due to

Contractor issues

COR inspection

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Performance Objective Performance

Standard AQL Inspection Method

Technical Support

Acknowledge inquiries within ten minutes of receipt. Resolve 90% of issues within one business day and the remaining 10% in five business days.

COR inspection and stakeholder feedback

Privacy Training Provided within ten business days of receipt of written request COR inspection

Privacy Verification Provided in the timeframe defined in the

PWS.

COR inspection

7.2 Quality Assurance Surveillance Plan (QASP): The Government will utilize a QASP to monitor the contractor’s performance on the contract. The QASP is a living document and can change at any time during the life of the contract. As such, the Government reserves the right to unilaterally edit the QASP at the Government’s discretion.

TECHNICAL EXHIBITS (TE)

TE #1 Standards of Conduct

TE #2 Technical Requirements

TE #1 – STANDARDS OF CONDUCT

Contractor personnel performing under this contract shall comply with the Standards of Conduct.

The Contractor agrees that inappropriate conduct shall not be tolerated and may be grounds for suspension or dismissal of a Contractor employee(s) under this contract.

1.1 Professional and Responsive Service—Each Contractor employee shall:

1) Deliver high quality and responsive service to every customer

2) Project positive attitude and proactive assistance

3) Treat everyone with courtesy and respect

4) Honor commitments and agreed upon deadlines

5) Perform work in a manner that does not disturb students, faculty or other facility occupants

1.2 Standards of Conduct—During the performance of this contract while in the Government facilities or while dealing with DoDEA staff or students, each Contractor employee shall not under any circumstances violate the following standards. Any Contractor employee who violates any of the standards may face immediate removal and shall be replaced, if required, in a manner that prevents students from experiencing a disruption of services.

1) Use verbal assault, foul language, personal or racial insults, or threats of personal violence, or comment on the personal appearance of students and Government employees.

2) Engage in any conduct of a sexual nature, verbal or physical, to include reading or display of nudity or pornographic material.

3) Engage in physical contact with students and Government employees, except as required for reasons of safety, first aid, or cardiopulmonary resuscitation (CPR).

4) Show verbal or physical affection toward students or Government employees or take photographs of them.

5) Report for work under the influence of or impaired by alcohol, drugs, or medications which may affect the ability to perform safely under this contract.

6) Sell, give to, or accept from students any beverage, food or tobacco product, or any gift or item, irrespective of monetary value.

7) Wear clothing with insignia reflecting religious, political or social messages or slogans, but shall dress in a neat, professional manner.

8) Dress appropriately, present a professional appearance and be well groomed for the duties being performed in a PK-12 school environment as well as office environment (shorts, T-shirts, sandals, etc. are examples of inappropriate dress).

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1.3 Safety: Each Contractor employee shall safeguard and maintain all Government property as well as provide for the safety and well-being of personnel employed in the performance of this contract. The Contracting Officer may require the Contractor to remove from any facility or grounds any employee working under this contract for reasons of misconduct, safety, or security at any time during the life of the contract. The Contractor shall immediately inform the Contracting Officer when it is learned that an employee performing under this contract has been arrested for a criminal offense and shall replace the arrested employee so that students do not experience a disruption of services.

TE #2 - TECHNICAL REQUIREMENTS

The Contractor shall comply with the applicable technical requirements detailed below.

2.1 Software and Cloud Security Requirements—The Contractor shall:

2.1.1 Ensure all online resources, cloud-based services and instructional software meet the Department of

Defense (DoD) and DoDEA Cybersecurity requirements as defined below. Note: Software, cloud services and associated websites are rigorously tested to ensure no security risks are posed to DoDEA infrastructure and its users.

2.1.2 Complete the Cloud Services questionnaire that was submitted as part of the proposal submission and provide copies of and/or access to any software listed in the proposed solution.

2.1.3 Ensure on-premises software support post-installation integration of the necessary Security Technical

Implementation Guides (STIG) for applicable systems and applications, including Microsoft Windows 10, Microsoft Windows Server 2016, Windows Server 2019, Microsoft Windows IIS, Apache, Oracle databases, and Microsoft SQL Server databases. Note: The application to obtain the STIG Viewer is found at https://public.cyber.mil/stigs/srg-stig-tools/, and the STIGs themselves may be downloaded from https://public.cyber.mil/stigs/downloads/.

.2.1.4 Ensure its content accessible from the web is compatible with the following browser platforms: Internet

Explorer 11, Google Chrome and Edge. Ensure that any applicable STIGs are implemented.

2.1.5 Ensure on-premises software, which is subject to static and dynamic analysis testing, imposes no risk to DoDEA systems, users and/or data. Note: DoDEA assesses software products to ensure compatibility with existing system configurations and software, testing may also include reverse engineering analysis.

2.1.6 Provide a plan of actions and milestones (POA&M) to mitigate any cybersecurity findings resulting from non-compliant and/or vulnerable components within 30 calendar days of written notification from DoDEA.

2.1.7 Participate, as needed, in interviews and deep system architecture inspections. Note: Per DoD policy for cloud-based services, DoDEA conducts a supplemental series of validations, which closely mirror the

Federal Risk and Authorization Management Program (FedRAMP) Internet Cloud vetting processes.

Contractor participation/cooperation is normally required to complete this process.

2.2 System Requirements—The Contractor shall:

2.2.1 Ensure, per Section 1.1 (above), any software installed and/or accessed in or by a DoDEA system, network whether stand-alone or web-based, is compatible with standards cited herein.

2.2.2 Provide minimum desktop/server system technical specifications, available reference architectures, networking specifications and diagrams, and applicable systems configuration documentation for the proposed product solution.

2.2.3 Ensure all software is compatible with the following minimum baseline:

Specifications Minimum

Memory 4 GB

Hard Drive 100 GB

Processor Intel® Core™ i5-8365U Processor 8th Generation (up to 4.1GHz, 6MB cache) equivalent or better (Must show benchmark/passmark scores)

Video Graphics Integrated Intel HD Graphics 620 (1920x1080) equivalent or better

Operating System Windows 10

Browser Environment Chrome; Edge; Edge Chromium, IE 11 or higher

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2.2.4 Ensure software is completely functional on a standard DoDEA desktop without the need / requirement for administrative-level user rights and/or permissions or the requirement to use or insert external media to execute the software.

2.2.5 Provide software that does not require modifications to folder permissions while executing.

2.2.6 Ensure, if applicable, that software packages support unattended installation methods used by enterprise software packaging and deployment systems. Notes: DoDEA currently distributes software packages via

Microsoft System Center Configuration Manager (SCCM). Older 16-bit software are automatically denied.

2.3 Data Management Requirements—The Contractor shall:

2.3.1 Provide a mechanism for batch administration and automation of routine data management tasks via flat file import, or representational state transfer (REST) based web service application programming interfaces

(APIs). The mechanism shall provision and manage data objects within the Contractor’s system, including but not limited to organizational structures, student accounts, staff accounts, courses, and class rosters.

2.3.2 Provide all necessary documentation and assets to facilitate batch administration and automation of routine data management tasks, including but not limited to roster template files (i.e., comma separated value templates); data element/field definitions documentation; data interchange formats and schemas (XML/JSON); and/or data dictionaries for the purpose of mapping organizational student information system (SIS) data to the Contractor’s required input formats.

2.3.3 Provide a single point of contact to support DoDEA in performing the required data integration activities within the Contractor’s system.

2.3.4 Configure DoDEA enterprise within its system and/or databases as the appropriate organizational entity

(i.e., region, district, school) upon a request in writing from the contracting officer’s representative

(COR). Note: DoDEA’s organization hierarchy consists of the following: one system, three regions, eight districts, 62 communities, and 160 schools, including the K-12 virtual school programs.

2.3.5 Participate in a technical meeting with DoDEA within ten business days after award for the purposes of preparing for onboarding of new services and initial configuration of administrator-level accounts.

2.3.6 Ensure the transfer of any Sensitive, Confidential data including but not limited to PII data be transferred in a secure means meeting any requirements set by DoDEA’s Chief Information Security Officer (CISO).

2.4 DoDEA Software License Keys: The Contractor…

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