91990023R0002 SF 1449.pdf

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

EDWOSB

SMALL BUSINESS PROGRAM

91990023R0002

1:00 PM ET

541511 see continuation page for line item details.

See Schedule

NOV 04, 2022

Please

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

91990023R0002

Table of Contents

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 Performance Work Statement (PWS)

SECTION E INSPECTION AND ACCEPTANCE

E.1 52.246-5 INSPECTION OF SERVICES--COST-REIMBURSEMENT (APR 1984)

SECTION F DELIVERIES OR PERFORMANCE

F.1 52.242-15 I STOP-WORK ORDER (AUG 1989)--ALTERNATE I (APR 1984)

SECTION G CONTRACT ADMINISTRATION DATA

G.1 3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

G.2 306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

SECTION H SPECIAL CONTRACT REQUIREMENTS

H.1 3452.208-71 PRINTING (MAY 2011)

H.2 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

H.3 3452.209-71 CONFLICT OF INTEREST (MAY 2011)

H.4 3452.215-70 RELEASE OF RESTRICTED DATA (MAY 2011)

H.5 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

H.6 3452.224-71 NOTICE ABOUT RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

H.7 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

H.8 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

H.9 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

H.10 3452.228-70 REQUIRED INSURANCE (MAY 2011)

H.11 3452.237-70 SERVICES OF CONSULTANTS (MAY 2011)

H.12 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

H.13 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

H.14 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES

(MAY 2011)

H.15 3452.247-70 FOREIGN TRAVEL (MAY 2011)

H.16 31.205.70FOOD COSTS

H.17 31.205.71TRAVEL COSTS

H.18 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

H.19 3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

H.20 3452.239-72 DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

H.21 3452.243-70 KEY PERSONNEL (MAY 2011)

H.22

SECTION I CONTRACT CLAUSES

I.1 52.202-1DEFINITIONS (JUN 2020)

I.2 52.203-3 GRATUITIES (APR 1984)

I.3 52.203-5 COVENANT AGAINST CONTINGENT FEES (MAY 2014)

I.4 52.203-6RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (JUN 2020)

I.5 52.203-7ANTI-KICKBACK PROCEDURES (JUN 2020)

I.6 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR IMPROPER ACTIVITY (MAY

2014)

I.7 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (MAY 2014)

I.8 52.203-12LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (JUN 2020)

I.9 52.203-13CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (NOV 2021)

PAGE 3 OF 125 91990023R0002

I.10 52.203-19 PROHIBITION ON REQUIRING CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS OR STATEMENTS

(JAN 2017)

I.11 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)

I.12 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

I.13 52.204-10REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JUN 2020)

I.14 52.204-13SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

I.15 52.204-14 SERVICE CONTRACT REPORTING REQUIREMENTS (OCT 2016)

I.16 52.209-6PROTECTING THE GOVERNMENT`S INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (NOV 2021)

I.17 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018) 75

I.18 52.209-10 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS (NOV 2015)

I.19 52.210-1MARKET RESEARCH (NOV 2021)

I.20 52.215-2AUDIT AND RECORDS--NEGOTIATION (JUN 2020)

I.21 52.215-8 ORDER OF PRECEDENCE--UNIFORM CONTRACT FORMAT (OCT 1997)

I.22 52.215-10 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA (AUG 2011)

I.23 52.215-11PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN

2020)

I.24 52.215-13SUBCONTRACTOR CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN 2020)

I.25 52.215-23LIMITATIONS ON PASS-THROUGH CHARGES (JUN 2020)

I.26 52.216-7 ALLOWABLE COST AND PAYMENT (AUG 2018)

I.27 52.216-8 FIXED FEE (JUN 2011)

I.28 52.219-4NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS CONCERNS (SEP 2021). 76

I.29 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (OCT 2018)

I.30 52.219-9 IISMALL BUSINESS SUBCONTRACTING PLAN (NOV 2021)--ALTERNATE II (JUN 2020)

I.31 52.219-16LIQUIDATED DAMAGES--SUBCONTRACTING PLAN (SEP 2021)

I.32 52.219-28POST-AWARD SMALL BUSINESS PROGRAM REREPRESENTATION (SEP 2021)

I.33 52.222-2 PAYMENT FOR OVERTIME PREMIUMS (JUL 1990)

I.34 52.222-3 CONVICT LABOR (JUN 2003)

I.35 52.222-4 CONTRACT WORK HOURS AND SAFETY STANDARDS --OVERTIME COMPENSATION (MAY 2018)

I.36 52.222-17{52.222-17} [Reserved]

I.37 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (APR 2015)

I.38 52.222-26 EQUAL OPPORTUNITY (SEPT 2016)

I.39 52.222-35EQUAL OPPORTUNITY FOR VETERANS. (JUN 2020)

I.40 52.222-36EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUN 2020)

I.41 52.222-37EMPLOYMENT REPORTS ON VETERANS (JUN 2020)

I.42 52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE NATIONAL LABOR RELATIONS ACT (DEC 2010). 77

I.43 52.222-50COMBATING TRAFFICKING IN PERSONS (NOV 2021)

I.44 52.222-54EMPLOYMENT ELIGIBILITY VERIFICATION (MAY 2022)

I.45 52.223-6 DRUG-FREE WORKPLACE (MAY 2001)

I.46 52.223-18ENCOURAGING CONTRACTOR POLICIES TO BAN TEXT MESSAGING WHILE DRIVING (JUN 2020)

I.47 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I.48 52.224-2 PRIVACY ACT (APR 1984)

I.49 52.224-3 PRIVACY TRAINING (JAN 2017)

I.50 52.225-13RESTRICTIONS ON CERTAIN FOREIGN PURCHASES (NOV 2021)

I.51 52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

I.52 52.227-17 RIGHTS IN DATA--SPECIAL WORKS (DEC 2007)

I.53 52.228-7 INSURANCE--LIABILITY TO THIRD PERSONS (MAR 1996)

I.54 52.230-2COST ACCOUNTING STANDARDS (JUN 2020)

I.55 52.230-3DISCLOSURE AND CONSISTENCY OF COST ACCOUNTING PRACTICES (JUN 2020)

I.56 52.230-6 ADMINISTRATION OF COST ACCOUNTING STANDARDS (JUN 2010)

I.57 52.232-1 PAYMENTS (APR 1984)

PAGE 4 OF 125 91990023R0002

I.58 52.232-9 LIMITATION ON WITHHOLDING OF PAYMENTS (APR 1984)

I.59 52.232-11 EXTRAS (APR 1984)

I.60 52.232-17 INTEREST (MAY 2014)

I.61 52.232-18 AVAILABILITY OF FUNDS (APR 1984)

I.62 52.232-20 LIMITATION OF COST (APR 1984)

I.63 52.232-22 LIMITATION OF FUNDS (APR 1984)

I.64 52.232-23 ASSIGNMENT OF CLAIMS (MAY 2014)

I.65 52.232-25 PROMPT PAYMENT (JAN 2017)

I.66 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER--SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

I.67 52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS (JUNE 2013)

I.68 52.232-40PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (NOV 2021)

I.69 52.233-1 I DISPUTES (MAY 2014)--ALTERNATE I (DEC 1991)

I.70 52.233-3 I PROTEST AFTER AWARD (AUG 1996)--ALTERNATE I (JUN 1985)

I.71 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

I.72 52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996)

I.73 52.242-1 NOTICE OF INTENT TO DISALLOW COSTS (APR 1984)

I.74 52.242-3PENALTIES FOR UNALLOWABLE COSTS (SEP 2021)

I.75 52.242-4 CERTIFICATION OF FINAL INDIRECT COSTS (JAN 1997)

I.76 52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

I.77 52.242-13 BANKRUPTCY (JUL 1995)

I.78 52.244-2 ISUBCONTRACTS (JUN 2020)--ALTERNATE I (JUN 2020)

I.79 52.244-5 COMPETITION IN SUBCONTRACTING (DEC 1996)

I.80 52.246-25 LIMITATION OF LIABILITY--SERVICES (FEB 1997)

I.81 52.249-6 TERMINATION (COST-REIMBURSEMENT) (MAY 2004)

I.82 52.249-14 EXCUSABLE DELAYS (APR 1984)

I.83 52.253-1 COMPUTER GENERATED FORMS (JAN 1991)

I.84 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

I.85 3452.208-71 PRINTING (MAY 2011)

I.86 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

I.87 3452.209-71 CONFLICT OF INTEREST (MAY 2011)

I.88 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

I.89 3452.224-72 RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

I.90 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

I.91 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

I.92 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

I.93 3452.232-70 LIMITATION OF COST OR FUNDS (MAY 2011)

I.94 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

I.95 3452.239-70 INTERNET PROTOCOL VERSION 6 (MAY 2011)

I.96 3452.242-70 LITIGATION AND CLAIMS (MAY 2011)

I.97 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

I.98 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES

(MAY 2011)

I.99 52.203-17CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF

WHISTLEBLOWER RIGHTS (JUN 2020)

I.100 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

I.101 52.204-21BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (NOV 2021)

I.102 52.204-23PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND SERVICES DEVELOPED OR PROVIDED

BY KASPERSKY LAB AND OTHER COVERED ENTITIES (NOV 2021)

I.103 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

I.104 52.215-12SUBCONTRACTOR CERTIFIED COST OR PRICING DATA (JUN 2020)

PAGE 5 OF 125 91990023R0002

I.105 52.216-1 TYPE OF CONTRACT (APR 1984)

I.106 52.217-5 EVALUATION OF OPTIONS (JUL 1990)

I.107 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.108 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.109 52.227-1AUTHORIZATION AND CONSENT (JUN 2020)

I.110 52.227-2NOTICE AND ASSISTANCE REGARDING PATENT AND COPYRIGHT INFRINGEMENT (JUN 2020)

I.111 52.227-11 PATENT RIGHTS--OWNERSHIP BY THE CONTRACTOR (MAY 2014)

I.112 52.243-2 I CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE I (APR 1984)

I.113 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

I.114 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.115 52.252-6AUTHORIZED DEVIATIONS IN CLAUSES (NOV 2020)

I.116 3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

I.117 3452.239-72 DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

I.118 3452.239-73 FEDERAL DESKTOP CORE CONFIGURATION (FDCC) COMPATIBILITY (MAY 2011)

I.119 3452.243-70 KEY PERSONNEL (MAY 2011)

I.120 52.239-70ACCESS TO CONTRACTOR AND SUBCONTRACTOR INFORMATION SYSTEMS AND RELATED

I.121 306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

I.122 306-8CONTRACT ADMINISTRATOR (FEB 1985)

I.123 3452.204-71 DEVIATION (JUN 2021)Notice to Offerors of Department Contractor Security Vetting

Requirements (DEVIATION) (JUN 2021)

I.124 3452.239-71 DEVIATION (JUN 2021)Notice to Offerors of Department Security and Privacy

Requirements for Information Technology Procurements (DEVIATION) (JUN 2021)

SECTION J LIST OF ATTACHMENTS

J.1 309-1aLIST OF ATTACHMENTS

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K.1 52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS (SEP 2007)

K.2 52.204-17OWNERSHIP OR CONTROL OF OFFEROR (AUG 2020)

K.3 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K.4 52.209-2 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS-REPRESENTATION (NOV

2015)

K.5 52.222-38 COMPLIANCE WITH VETERANS` EMPLOYMENT REPORTING REQUIREMENTS (FEB 2016)

K.6 52.225-25PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN ACTIVITIES OR TRANSACTIONS

RELATING TO IRAN--REPRESENTATION AND CERTIFICATIONS (JUN 2020)

K.7 52.204-5 WOMEN-OWNED BUSINESS (OTHER THAN SMALL BUSINESS) (OCT 2014)

K.8 52.204-8ANNUAL REPRESENTATIONS AND CERTIFICATIONS (MAY 2022)

K.9 52.209-5CERTIFICATION REGARDING RESPONSIBILITY MATTERS (AUG 2020)

K.10 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.11 52.225-20 PROHIBITION ON CONDUCTING RESTRICTED BUSINESS OPERATIONS IN SUDAN--CERTIFICATION (AUG

2009)

K.12 52.230-1COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (JUN 2020)

K.13 52.230-7 PROPOSAL DISCLOSURE -- COST ACCOUNTING PRACTICE CHANGES (APR 2005)

K.14 52.252-6AUTHORIZED DEVIATIONS IN CLAUSES (NOV 2020)

K.15 3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

L.2 52.215-1 IINSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (NOV 2021)--ALTERNATE I (OCT 1997)106

PAGE 6 OF 125 91990023R0002

L.3 52.215-20REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST

OR PRICING DATA (NOV 2021)

L.4 52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES -- IDENTIFICATION OF SUBCONTRACT EFFORT (OCT

2009)

L.5 52.222-46 EVALUATION OF COMPENSATION FOR PROFESSIONAL EMPLOYEES (FEB 1993)

L.6 52.216-1 TYPE OF CONTRACT (APR 1984)

L.7 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.8 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

L.9 3452.239-71 NOTICE TO OFFERORS OF DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

L.10 Instructions to Offerors

SECTION M EVALUATION FACTORS FOR AWARD

M.1 Evaluation Criteria

PAGE 7 OF 125 91990023R0002

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 Performance Work Statement (PWS)

PAGE 8 OF 125 91990023R0002

WWC-TOAST BPA Performance Work Statement, June 15, 2022

U.S. Department of Education Institute of Education Sciences

National Center for Education Evaluation and Regional Assistance

WHAT WORKS CLEARINGHOUSETM:

Tools, Online Assistance, Standards, and Training (WWC-TOAST)

Blanket Purchase Agreement (BPA) Performance Work Statement (PWS)

PAGE 9 OF 125 91990023R0002

I. Introduction

The U.S. Department of Education (the Department), via the National Center for Education Evaluation and Regional Assistance (NCEE) of the Institute of Education Sciences (IES), needs a contractor to manage the What Works ClearinghouseTM (WWC) website and to provide technical support on the development and review of the products and information contained on the website. The WWC addresses the need for credible, succinct information by identifying existing research in education, assessing the quality of this research, and summarizing and disseminating the evidence from studies that meet WWC standards.

The WWC achieves its mission through the work of a series of contracts. First, the content contractors review studies in a specific area or for a specific purpose. At time of award, there are currently four content contracts: The Guides to Research to Assist Practitioners in Education (GRAPE) task orders are to produce Practice Guides and Intervention Reports. The What Works Clearinghouse - Preschool-to-Postsecondary Evidence Synthesis Task Orders (WWC-PESTO) similarly produce both Practice Guides and Intervention Reports in specific areas. There are currently two task orders for PESTO and more task orders are expected in the future. The What Works Clearinghouse Ad-Hoc Reviews of Individual Studies in Education (WWC-ARISE) conducts reviews of individual studies. The Organization of Reporting of Evidence on Graduation, Achievement, and Nonacademic Outcomes (WWC-OREGANO) is slated to end in May 2023 and will have minimal overlap with the current requirement.

In addition to the content contractors, there is a coordination contract. The current requirement is for the coordination requirement. The Tools, Online Assistance, Standards, and Training (WWC-TOAST) contractor achieves the objectives of this contract through six main activities:

1. The WWC develops statistical standards and procedures about how studies should be reviewed. The current set of standards can be found at https://ies.ed.gov/ncee/wwc/Handbooks. The standards and procedures are developed in consultation with methodological experts and WWC content contractors through the Statistical, Technical, and Analysis Team (STAT). The STAT team meets in small groups and as a large group to discuss how to improve the WWC standards and procedures going forward.

2. The contractor will train users on the standards to become certified reviewers for the WWC. This will be done through developing online training, maintaining the certification process, providing annual training and targeted technical assistance, and answering reviewer questions.

3. The TOAST contractor will use those standards to build and maintain the WWC Online Study Review Guide (OSRG) application. WWC content contractors will use the OSRG to review studies. Then content contractors will be working with the TOAST contractor to publish the studies.

4. The contractor will ensure quality of reviews and publications by providing peer review and quality control. All studies are peer reviewed by experts to ensure that

PAGE 10 OF 125 91990023R0002

they are accurate and do not have errors that could undermine the credibility of the

WWC.

5. The contractor will publish study reviews and reports based on study reviews on the WWC website, found at https://whatworks.ed.gov. They will routinely enhance the website to ensure it is user friendly and accurate.

6. Lastly, the contractor will conduct reviews and produce products that will give them expertise using the system they create.

The WWC uses its public website to communicate with the world and the primary purpose and objective of the contract is to maintain and update the products and tools, including the public tools and the internal tools. The contractor will do this through proposing a strong team that understands both the WWC’s online tools and the WWC standards and how to disseminate the work of the team to broad audiences. All development for TOAST must occur in the IES Data Center and must conform to the Data Center’s Authority to Operate.

The TOAST contract is inherently an information technology contract that requires an integrated team with a strong understanding of education research and statistical standards. The contractor needs to understand the statistical standards and the underlying technology of the website in order to provide innovative and cost-effective solutions. A successful team will be integrated with team members with multiple skillsets and have sufficient experience and expertise to respond to problems and develop effective solutions.

I. Authorizing Legislation

The legislation authorizing this contract is Title I, Part D of the Education Sciences Reform Act of 2002, Section 171(b):

(b) MISSION. —The mission of the National Center for Education Evaluation and Regional Assistance shall be—

(1) to provide technical assistance.

(2) to conduct evaluations of Federal education programs administered by the Secretary (and as time and resources allow, other education programs) to determine the impact of such programs (especially on student academic achievement in the core academic areas of reading, mathematics, and science);

(3) to support synthesis and wide dissemination of results of evaluation, research, and products developed; and

(4) to encourage the use of scientifically valid education research and evaluation throughout the United States.

The 2015 reauthorization of the Elementary and Secondary Education Act (ESEA, P.L.

114-95), the Every Student Succeeds Act (ESSA), emphasized the need for educators and policy makers to identify “evidence-based” practices to improve student outcomes and other outcomes relevant for education. In particular, ESSA amended ESEA to include definitions of “strong evidence” and “moderate evidence” (20 U.S.C. 7801, PAGE 11 OF 125 91990023R0002 section 21), corresponding with statistically significant and favorable findings from “well-designed and well-implemented” quasi-experimental and experimental studies.

II. WWC Background

The Department established the WWC in 2002 to provide educators, policymakers, researchers, and the public with a transparent way to determine whether there is evidence of effectiveness behind a program or practice and the extent to which those findings can be trusted. A goal for the WWC is to promote better informed education decision-making through a web-based dissemination system that features comprehensive, high-quality systematic reviews of studies on the effectiveness of education interventions. The website, whatworks.ed.gov, is the primary “face” of the WWC, displaying the results of WWC review as well as resources for educators. The WWC is focused on providing relevant and useful reviews of evidence, refining its standards and procedures based on recent improvements in research methods, and disseminating actionable information and related evidence resources to the public.

III. Period of Performance

The ordering period for this BPA is 60 months from the date of contract award.

Individual task orders under this contract may last up to 24 months from the time of award and may extend past the end of the ordering period if they are awarded within those 60 months.

The contract is expected to begin in February 2023 with an optional 3-month transition period that would run from February 2023 to May 2023. During the transition period, the contractor shall only work to understand the existing software and tools to be able to fulfill the responsibilities of the contract with minimal disruption for users. After the 3-month transition, a 12-month period of performance would begin and would run from May 2023 to May 2024 for Task Order 1. Task Order 2 would have an estimated period of performance from May 2023 to May 2025.

IV. Types of Task Requirements

The Department will issue specific work assignments as task orders under this BPA, specifying the task objectives, the work to be performed, deliverables, schedules, and other requirements. The nature of the work will vary from task order to task order. The Department expects to award firm-fixed-price, cost reimbursement, and hybrid tasks under this BPA to a single prime contractor.

V. Staff Qualifications

The contractor shall propose a well-managed and highly qualified team to manage the work of TOAST. Proposed staff are expected to have sufficient time committed to the project, have a deep understanding of the work, and adequate time to be responsive to

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the needs of IES. The leadership team, defined as the Principal Investigator (optional), Project Director, and Deputy Project Directors are required to spend a combined level of effort of at least 2.2 FTE and the minimum levels specified below. This level of effort is across all open task orders. For planning purposes, the contractor shall assume that a task order similar in scale to Task Order 1 will be exercised each year and that the WWC will develop a version 6.0 handbook in years 3 and 4 of the contract and develop the associated training and new Online SRG in year 5 of the contract.

IES expects that each position shall be held by one individual. Having one individual ensures that there is a sole point of communication and there are clear lines of accountability. The contractor may propose individuals sharing a role if the contractor can convince the government there is sufficient benefit to the government from the arrangement and the associated risks of multiple individuals have been mitigated.

- Principal Investigator (Optional): The Principal Investigator is responsible for setting the direction and goals of the project. They shall be actively involved in the Statistical, Technical, and Analysis Team (STAT) and all project planning. They shall have expertise in statistical methods, presentation of findings, and conducting study reviews. The Principal Investigator shall be certified in WWC Group Design Standards, version 4.1 at the time of proposal submission and shall be certified in WWC general group designs, advanced group designs, and single-case designs (SCDs), version 5.0, no later than the end of transition and start of the core tasks of the contract1. They shall be committed to at least 0.4 FTE.

- Project Director: The Project Director is the lead for Task 1. It is the role of the Director to ensure the work of individual tasks inform each other and the overall work of the project. It is the Project Director who is ultimately responsible for ensuring that work is submitted error free, on time, and meeting the requirements of the contract. The Project Director is expected to be in daily communication with the COR and the project team and is the main point of contact for all questions about the contract. The Project Director shall be certified in WWC Group Design Standards, version 4.1 at the time of proposal submission and shall be certified in WWC general group designs and advanced group designs, version 5.0, no later than the end of transition and start of the core tasks of the contract. The Project Director shall be committed for at least 0.6 FTE for the duration of the project.

- Deputy Project Director for OSRG and Website: This position is responsible for leading task 2. This person should have a deep technical knowledge in conducting reviews for the WWC and using the Online Study Review Guide (OSRG). They should understand how the OSRG and website function and technical concerns about improvements and enhancements. The Deputy Project Director is responsible for ensuring that the OSRG operates smoothly and that contractors can complete reviews and publish them to the website with minimal interaction with the TOAST

1 Online training for version 5.0 is expected to be online in early 2023. It will be available at https://ies.ed.gov/ncee/wwc/OnlineTraining

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contractor. The Deputy Project Director shall also ensure all timelines for product releases are met and that work is consistently high quality. They shall be in daily communication with relevant task and project leads and the project director to ensure that IES and project leadership are informed of all relevant work on the contract. The Deputy Project Director shall be certified in WWC Group Design Standards, version

4.1 at the time of proposal submission and shall be certified in WWC general group designs and advanced group designs, version 5.0, no later than the end of transition and start of the core tasks of the contract. The Deputy Project Director shall be committed for at least 0.8 FTE.

- Deputy Project Director for Reviews, Peer Review, Training, and STAT: This position is responsible for leading tasks 3-6. This person should be an experienced reviewer for the WWC with extensive methodological expertise. The Deputy Project Director is charged with overseeing the day-to-day operations of the tasks and ensure all timelines are met and that work is of high quality. They shall be in daily communication with relevant task and project leads and the project director to ensure that IES and project leadership are informed of all relevant work on the contract. The Deputy Project Director shall be certified in WWC Group Design Standards, version

4.1 at the time of proposal submission and shall be certified in WWC general group designs, advanced group designs, and single-case designs (SCDs), version 5.0, no later than the end of transition and start of the core tasks of the contract. The Deputy Director shall be committed for at least 0.4 FTE for the duration of the project.

VI. Anticipated Scope of Work

The following tasks and subtasks are included in the scope of work:

Task 1. Management (Hybrid, Firm Fixed Price)

The contractor shall manage task orders in an efficient manner that fosters communication with the COR and other WWC contractors. The contractor shall have sound project management processes and personnel who can manage multiple task orders simultaneously, as it is anticipated that several task orders can have overlapping deadlines.

Typical task order management activities are outlined below.

1.1. Kickoff Meeting (Non-IT)

Within the first 2 business days after the contract start date, the project leadership shall attend a kickoff meeting with the Department to discuss details regarding the tasks outlined in the proposal, scheduling activities, the transition process, and other issues related to the contract. Project leadership is defined as the primary investigator, project director, deputy project director, and may also include the task leads and/or contract administrators.

The meeting will be held via conference call. The contractor shall provide an agenda for the meeting within 1 business day after the contract start date. Within 5 business days following the meeting, the contractor shall prepare a memo summarizing the key issues

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and concerns raised at the meeting and how each will be addressed. The memo also shall document key decisions made at the meeting, as well as any specific technical directions provided by the Contracting Officer’s Representative (“COR”).

1.2. Transition-in Materials (IT, Optional)

The contract is intended to be awarded with an up to 90-day transition-in period that ends on May 17, 2023. Prior to May 17, 2023, the contractor shall only perform work on subtask 1.2. During this period the contractor is responsible for ensuring that staff has adequate security clearances and permissions to access the WWC websites and tools and that they are adequately trained in the system to meet the metrics specified in the contract.

Within 2 days of contract award the contractor shall submit a request to IES to initiate any staff that do not have security clearances and a request to validate staff members that have existing clearances. These requests shall be in the format specified in the Contractor Employee Security Screening Requirements section of the PWS. Once initiated, staff will have 14 days to complete all paperwork and return to the COR. The COR will notify the project director when the packages have been accepted by the Security Office in the National Center for Education Statistics and individuals are authorized to have an ELVIS account.

At the kickoff meeting, the COR shall provide a copy of the transition plan developed by the WWC SWAT contractor. Within 21 days of contract award, the contractor shall prepare a transition in memo that uses the dates specified in WWC SWAT contractor’s transition out memo as a basis for the transition. The memo shall document the timeline for each transition activity and responsible parties.

The contractor is responsible for ensuring all staff is adequately trained and has appropriate access to begin accessing the OSRG tools, WWC Website, and the help desk by May 17, 2023. The contractor is expected to meet all contract requirements and have a seamless transition from SWAT to TOAST. The contractor shall submit a memo confirming that the transition is complete no later than May 17, 2023.

1.3. Biweekly Meetings (Non-IT)

The project director and other key staff that the project director deems are necessary shall meet with the COR and other appropriate Department staff via biweekly conference calls to be held at regularly scheduled intervals throughout the duration of the contract. The purpose of the meetings is to brief the Department on progress and challenges related to the tasks in this contract. The Contractor shall send an agenda to the COR 3 days in advance of the meeting and a meeting summary to the COR within 3 business days after the meeting is complete.

In addition, the Contractor shall be available for meetings to address unexpected issues that arise during the contract period. These meetings may occur on an as-needed basis at the request of the COR or the Contractor and will take place via conference call. The contractor should assume one meeting a week in the first six months of the contract and

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approximately one meeting per month thereafter.

1.4. Monthly Report (Non-IT)

The contractor shall submit a monthly report that summarizes progress made in each task and subtask, and shall specifically include the metrics specified in the tasks below and listed in Appendix B. The report shall highlight progress made and any challenges faced.

In addition, the monthly report shall include proposed work and expected challenges for the next month.

Contractor shall provide data on earned value in a specific format specified in Appendix C. Any deviations in schedule or cost shall be fully explained in the risk register.

Additionally, the monthly report shall include the IT reporting sheet and the contractor personnel listing using the templates provided in the solicitation.

The contractor shall submit the report on the sixth business day of every month for the duration of the contract and shall be prepared to discuss it in the next biweekly call with the COR.

1.5. Cross Contractor Meetings (Non-IT)

The contractor shall be available to meet up to three times a year for cross-contractor meetings. These meetings shall be held in Washington, DC and/or virtually. The COR will provide ample notice of the time and the agenda for the meeting. The contractor may be asked to present or facilitate a discussion for part of the agenda.

Task 2: Website, Data, and Online Tools (IT, Cost Plus Fixed Fee) The website is the primary way for the WWC to share their products and resources with the world. It is the responsibility of the TOAST contractor to ensure that the Online SRG is functional. If problems arise, it is the primary responsibility of the TOAST contractor to quickly and accurately resolve any issues.

2.1. Creation of IT Reporting Materials

Within 4 weeks of contract award or the start of an option year, the contractor shall a submit work breakdown structure of all deliverables, down to the individual personnel level for cost plus fixed fee deliverables, in Microsoft Project format, a 2-3 page overview of the quality management plan, and a 2-3 page overview of the risk management plan. Guidance for these documents is provided in Appendix C.2.1.

2.2 Develop a Help Desk for Contractors

The contractor shall be responsible for monitoring the email address WWC.Contractor.Help.Desk@ed.gov and Help Desk requests sent through the OSRG.

This help desk will receive all inquiries from content contractors about problems with the OSRG and publishing content on the website.

The contractor shall monitor the email address from 9am-5pm ET, excluding federal holidays. Contractors shall check the email at least once an hour and provide a substantive reply, defined as one that solves the problem or follows up with the content

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contractor about when to expect a resolution, within 90 minutes. A substantive reply shall not be a form response, nor shall it be an acknowledgement of the email with the promise of a later response. Substantive replies shall be specifically tailored and address the needs of users, requests more information, or asks to set up a meeting to discuss the issue further. The contractor shall follow up on all issues raised by the content contractors and promptly inform them when issues have been resolved. If a task requires a fix to the OSRG, that should occur under subtask 2.3.

Up to two individuals will have email addresses and the ability to access the help desk.

These individuals shall be certified in WWC Group Design Standards, version 4.1 and both general group designs and advanced group designs, version 5.0. These individuals have expertise in the functionality and design of the Online Study Review Guide and experience conducting reviews.

With the agenda for the biweekly meeting (see subtask 1.3), the contractor shall submit a table summarizing the work of this task. It should contain a list of emails received since the previous call, a description of each issue raised, the status of each ticket, and the expected time of resolution. In the monthly report, the contractor shall report on 1) the number of email tickets submitted by content contractors, 2) the proportion of tickets that are work stoppages, 3) the proportion of tickets that are errors versus enhancements, 4) the amount of time from receipt to sending a substantive reply, and 5) the mean and median time from receipt of email to issue resolution.

2.3 Maintain and Update the Online Study Review Guide

The contractor shall be responsible for maintaining and upgrading the WWC’s OSRG.

The OSRG tool is used by all WWC contractors, as well as other IES contractors and grantees to review studies against WWC standards and protocols. It is housed in the NCES Members Site in the IES Data Center at the URL:

https://members.nces.ed.gov/OSRG/Account/Login?ReturnUrl=%2fosrg%2f.

Information about the Online SRG can be found here: https://youtu.be/W99s8RlNXis, https://youtu.be/HT6qkZzpjAw, and https://youtu.be/x3Jy0GaLYf0.

The contractor shall be responsible for ensuring that the tool is functional and is accurately completing reviews. On a weekly basis, the contractor shall release updates to the SRG that fix aspects of the tool that are not working for the reviewers. (See subtask

2.2 for more information). The contractor shall design improvements and enhancements that are cost-effective and are long-term solutions that would work for future reviews, as opposed to short-term patches.

The contractor shall have sufficient capacity to quickly address any issues that cause work stoppages, as well as make long term enhancements. This means that the contractor shall have the ability to bring in additional staff when needed to quickly scale up the level of effort so that the SRG remains functional, and products are not delayed. Contractors are expected to resolve issues that are work stoppages within 1 week and other issues within 4 weeks.

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The contractor shall also ensure all functionalities of the OSRG are sufficiently documented through the User’s Guide through subtask 5.8. The User’s Guide shall be consistently up to date and designed in a way to be useful to reviewers and efficient to update.

The contractor is also responsible for adding and maintaining user accounts and ensuring users have completed necessary cybersecurity training. On a quarterly basis the contractor shall review all accounts to ensure that users are actively on contract and have appropriate trainings to use the tool.

With the agenda for the biweekly meeting (see subtask 1.3), the contractor shall submit a table of open tickets, their status, and estimated level of effort to resolve the issue, and estimated completion date. In the monthly report, the contractor shall report on 1) number of tickets opened, 2) number of tickets closed, 3) mean and median time for ticket resolution, 4) number of labor hours for subtask 2.2, and 5) number of tickets not yet addressed. The contractor shall also provide an Excel file that has a list of all studies currently under review, in the format specified in Appendix B as part of the monthly report.

2.4 Maintain the WWC Website

The WWC website is designed to be responsive to user needs, efficient, and adaptable to new opportunities available through new technology. The contractor shall maintain the existing site by adding new communications or resource products to the website, announcing events, publishing new reviews, and releasing new products. The COR and TOAST contractor will work with the WWC content contractors to develop a schedule for publishing study reviews and publications, as described in subtasks 2.3 and 2.4. The contractor is expected to meet all dates on the agreed upon schedule and release all reports on the agreed upon date.

For requests to publish new reviews, communications products, events, and other announcements, the content contractors shall submit requests through the contractor help desk (see subtask 2.1). The contractor will be responsible for assigning each product a ticket number and ensuring that new content is posted within 2 weeks.

When developing new content, the contractor shall send the COR a link to preview any pages on the IES Development Server. All updates to the website will be approved by the COR prior to implementation.

In the monthly report, the contractor shall provide: 1) the number of new website changes made, 2) the mean and median amount of time for tickets to be addressed, 3) the number and percentage of tickets that take more than 2 weeks to resolve.

2.5 Enhancements to the WWC Website

The contractor shall periodically review the WWC website and propose enhancements in design or functionality that maximizes usability. Examples of website enhancements include reorganizing the WWC Resources page, improving the design and functionality

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of the download data from individual studies file, redesigning study pages, improving intervention search results, and/or developing an API of the WWC data.

At the start of each task order, the COR and contractor shall develop an estimated budget and brainstorm topics. The contractor shall use that information to propose a series of potential updates and their level of effort on an ongoing basis. Upon gaining the COR’s approval, the contractor will develop a timeline and budget for development. In the monthly report, the contractor shall provide an update on each enhancement and a discussion of any changes or modifications to the timeline.

2.6 Enhancements to WWC Underlying Data

The contractor shall periodically review the underlying WWC database and propose enhancements that increase transparency or maximize usability. Examples of database improvements include standardizing intervention names or outcome domains, adding additional fields, cleaning existing data, and/or restricting existing fields. In year 1, the contractor shall develop a memo the summarizes existing issues. The known issues include, but are not limited to, a lack of official effect size column, negative effect sizes when there are positive improvement indices, incorrect ESSA tier flags, and missing WWC-calculated effect sizes.

The contractor shall use the information from the memo to propose a series of potential updates and their level of effort. Upon gaining the COR’s approval, the contractor will develop a timeline and budget for development. In the monthly report, the contractor shall provide an update on each enhancement and a discussion of any changes or modifications to the timeline.

2.7 Enhancements to the OSRG

The contractor shall periodically review the OSRG. Enhancements may include improving the reconciler view, improving the way to input information to reduce errors, improving the layout, and adding the ability to review new types of studies. It is also within scope to make major changes to the functionality or design.

At the start of each task order, the COR and contractor shall develop an estimated budget and brainstorm topics. The TOAST contractor shall correspond with existing WWC reviewers to determine issues that they are experiencing and potential enhancements that may be helpful. This information should be used to propose a series of potential updates and their level of effort on an ongoing basis. Upon gaining the COR’s approval, the contractor will develop a timeline and budget for development. In the monthly report, the contractor shall provide an update on each enhancement and a discussion of any changes or modifications to the timeline.

2.8 Convene a Practitioner Working Group to Advise on WWC Content for Non- Researchers Within 6 weeks of contract award, the contractor shall develop a practitioner work group to advise the WWC on the prioritization and presentation of WWC-produced content to non-researchers in WWC publications and on the WWC website. The contractor shall

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develop a memo that proposes the number of proposed sessions, frequency of sessions, specific objectives, and a roadmap of topics to discuss to achieve those objectives.

In this memo, the contractor shall nominate members for the practitioner working group.

The proposed members should have broad and diverse expertise. The working group shall have between 6 and 9 individuals, with members including current and former teachers, school and district administrators, intermediaries, usability experts, and policymakers. IES staff will also be invited to attend.

For each working group meeting, the contractor shall send an agenda and any materials at least one week in advance. The contractor shall include a summary of all calls and the progress of the working group in the monthly report.

At the end of task order, the contractor shall develop a summary of the practitioner working group’s discussion and decision points. Upon COR approval, the summary shall be made 508 compliant and posted to the WWC website. The contractor is responsible for ensuring that the meeting materials are posted in a timely fashion through subtask 2.3.

Task 3. Procedures and Standards Development (Non-IT, Cost Plus Fixed Fee) The contractor shall convene a Statistical, Technical, and Analysis Team (STAT) that will support the reviews of the WWC. The STAT is composed of two sets of groups, small working groups that work on specific issues (see subtask 3.1) and the All-STAT which is a large group comprised of members with diverse methodological expertise.

The task will support consideration, by expert methodologists familiar with the WWC, of issues related to WWC standards for assessing the internal validity of findings from different types of impact study designs; WWC procedures for characterizing, presenting, and synthesizing study findings that meet WWC standards; and WWC reviewer guidance for applying current standards and procedures. Members of the STAT will include employees of the contractor team and consultants to the TOAST contract. Other WWC contractors and IES staff will be members of the STAT and their time will be budgeted for under their respective contracts and salaries.

3.1. Propose and Convene STAT Small Working Groups

Within the first 3 months of contract award, the contractor shall develop a memo that proposes a series of small working groups with specific purposes. STAT small working groups are expected to have a narrowly defined mission and differing durations. The contractor shall propose the number of proposed sessions, frequency of sessions, and expected duration of the group. Each group shall have specific objectives and a roadmap of topics to discuss to achieve those objectives.

The proposed members should have broad and diverse expertise. The experts should have strong methodological expertise, as well as specific expertise for the small working group. The small working groups shall each have between 4 and 6 individuals, not counting staff members of current WWC contractors (of both TOAST and content contractors of various levels of seniority and expertise) who will be invited to attend these meetings as budgeted under their separate WWC contracts. IES staff shall also be

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invited to attend.

The contractor shall propose new working groups as the need arises and shall sunset working groups after they have achieved their goals. The process of proposing a new working group shall begin with a discussion at the biweekly check in calls. If the COR approves of the initial idea, the contractor shall submit an updated proposal for the new working group, proposed members, and scope of work.

For each small working group meeting, the contractor shall send an agenda and any materials to the COR at least one week in advance and to the working group at least 24 hours in advance of the meeting.