SF30Amend3.91990024Q0052.pdf

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

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11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NUMBER

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

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14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Previous edition unusable

The Department of Education is amending this solicitation to revise the PWS, the Instructions, the Evaluation Criteria and the Attachment D Price Business Quote Workbook. The due date for quote submission is on or before September 3, 2024, at 2:00 pm.

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91990024Q00520003 AUG 26, 2024

91990024Q0052

MAY 03, 2024

See Schedule

Table of Contents

Revised Performance Work Statement

Revised Instructions to Offerors

Revised Evaluation Criteria

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CLAUSES

Revised Performance Work Statement

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Attachment A 4/26/20248/24/2024

Performance Work Statement

Using Standards-in-Action Resources and Professional Development 2.0

U.S. Department of Education

Office of Career, Technical, and Adult Education

Division of Adult Education and Literacy

A. Background

Standards-based education (SBE) is rooted in teaching to challenging academic standards— written descriptions of what students are expected to know and be able to do. Through these standards, content expectations are evident to all: 1) educators understand how they must organize their curriculum, instruction, assessment, and reporting, and 2) students understand the expectations and can be assured of what they will learn. By teaching through standards, all students can acquire the knowledge and skills deemed essential for postsecondary education and training, employment and self-sufficiency, and citizenship. The Office of Career, Technical, and

Adult Education (OCTAE) has long supported the implementation of challenging academic content standards for adult education. In fact, OCTAE has been funding national leadership activities1 to promote standards-based adult education, since 2004.

Initially, OCTAE’s activities focused on raising states’ awareness and understanding of what

SBE involved and laid the groundwork to put standards into effect. What followed next were a series of professional development (PD) initiatives that focused on supporting states’ efforts to implement their state-adopted content standards in classrooms:2 o In 2013, OCTAE’s Implementing College- and Career-Ready Standards in Adult Education initiative began. That contract action identified a set of college and career readiness (CCR) standards for adult students.3 It also initiated the Standards-in-Action (SIA) innovations

(resources and PD).4 The first innovations produced were two series of Foundational- and

Advanced-Level Trainings that supported adult educators’ implementation of state-adopted standards for English language arts (ELA)/literacy and mathematics.

1 Section 242(a) of the Workforce Innovation and Opportunity Act (WIOA) allows the Secretary of the Department of Education to establish and carry out a program of national leadership activities to enhance the quality and outcomes of adult education and literacy activities and programs nationwide.

2 Section 102(b)(2)(D)(ii)(I) of WIOA requires the State's unified plan to include, if applicable, a description of how the State will align content standards for adult education with State-adopted challenging academic content standards, as adopted under section 1111(b)(1) of the Elementary and Secondary Education Act of 1965. Section 223(a)(2)(I)(i) of WIOA permits States to use funds made available under section 222(a)(2) to identify curriculum frameworks and align rigorous content standards that specify what adult learners should know and be able to do in the areas of reading and language arts, mathematics, and English language acquisition.

3 The CCR Standards for Adult Education (English language arts/literacy and mathematics) are located at:

https://lincs.ed.gov/professional-development/resource-collections/profile-521.

4 The SIA Resources and PD page is located on LINCS at: https://lincs.ed.gov/state-resources/federal-initiatives/sia.

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o In 2016, Preparing Adult English Language Learners for State-Adopted Academic Standards began and identified a set of English language proficiency (ELP) standards for adult students5 and produced three online learning courses to help adult educators begin using the

ELP standards.6 The ELP Standards for Adult Education and the online PD courses are designed to help support English learners’ academic language development and engagement in content-area instructional activities.

o In 2018, a second SIA initiative Implementing State-Adopted Challenging Content Standards began and focused on the development of resources and PD activities related to aligned curriculum, English learner (EL) instruction, and observing effective teaching and learning practices in classrooms.

OCTAE is funding a new firm-fixed price contract, Using SIA Resources and PD that supports the Department of Education Strategic Plan Goals to promote equity and improve academic and career development by providing accessible PD to help adult educators implement their state-adopted content standards. Using SIA Resources and PD activities will help ensure all adult students can gain the critical skills and knowledge expected by colleges, career and technical education training programs, and employers. It will also assist states in meeting the WIOA requirement that adult education services shall lead to entry into postsecondary education and training or employment.

B. Purpose and Objectives

The purpose of this contract is to continue meeting the needs of adult educators through technical assistance and training to 1) implement and sustain standards in the classroom and improve learner outcomes; and 2) help to ensure all adult learners can obtain the knowledge and skills necessary for post-secondary education and training and economic self-sufficiency. This task order will leverage work from previous national leadership activities to support the scaling and strengthening of SIA training and technical assistance resources and PD.

To achieve the purpose and objectives of this contract, the contractor shall meet the following objectives:

1. Manage the contract to ensure accountability and successful outcomes.

2. Establish and manage a group of SIA trainers to support project activities.

5 The ELP Standards for Adult Education are located at: https://lincs.ed.gov/professional-development/resource-collections/profile-964.

6 The three e-training units/modules are self-paced virtual PD activities designed for individual- participants or groups of colleagues that introduce the ELP Standards for Adult Education and demonstrate how to identify the relevant standards and design standards-based instructional tasks for ELs. The three self-paced online PD modules are located at:

https://lincs.ed.gov/state-resources/federal-initiatives/elp-standards.

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3. Refine the SIA Observing in Mathematics Classrooms Virtual Training by replacing older materials with new materials.

4. Develop annotated PowerPoint presentations to complete the package of materials for the

SIA Observing in English Language Acquisition Classrooms Virtual Training.

5. Train the SIA math trainers on the SIA Observing in Mathematics Classrooms Virtual

Training.

6. Train the SIA EL trainers on the SIA Observing in English Language Acquisition

Classrooms Virtual Training.

7. Train the SIA ELA/literacy trainers on the SIA Observing in ELA/Literacy Classrooms

Virtual Training.

8. Update the SIA Foundational-Level PD Units for ELA/Literacy, based on SIA lessons learned.

9. Update the SIA Foundational-Level PD Units for Mathematics, based on SIA lessons learned.

10. Train the SIA ELA/literacy and EL trainers virtually on the updated SIA Foundational-

Level PD Units for ELA/literacy.

11. Train the SIA mathematics and EL trainers virtually on the updated SIA Foundational-

Level PD Units for Mathematics.

12. Create a guide to assist new implementers of SIA resources and PD.

13. Offer the SIA Observing in Mathematics Classrooms Training virtually to teach instructional leaders how to observe effective mathematics teaching and learning practices and identify the training needs of instructors.

14. Offer the SIA Observing in ELA/Literacy Classrooms Training virtually to teach instructional leaders how to observe effective ELA/literacy teaching/learning practices and to identify the training needs of instructors.

15. Offer the SIA Observing in English Language Acquisition Classrooms Training virtually to teach instructional leaders how to observe effective EL teaching/learning practices and identify the training needs of instructors.

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16. Publicize SIA PD offerings to raise awareness, recruit participants, and increase participation.

To provide the highest quality of services for State and local adult education providers, this contract requires knowledge, skills, and experience in the following areas:

• Title II Adult Education and Family Literacy Act (AEFLA)

• Management of similarly-focused standards-based federal contracts

• Adult education core academic standards for English language arts/literacy, English language acquisition, and mathematics

• Implementing and sustaining standards in the adult education classroom and improving learner outcomes

• Standards-based adult education curriculum and instruction

• Design, development, and implementation of training and technical assistance resources and

PD for adult educators

• Transition to postsecondary education and training and preparation for the workforce

• Diversity, equity, inclusion, and accessibility in adult education

C. Legislative Authority

This activity is authorized under the WIOA, AEFLA, Title II of Public Law 113-128; Section

242, National Leadership Activities. Section 242 allows the Secretary of the Department of

Education to establish and carry out a program of national leadership activities to enhance the quality and outcomes of adult education and literacy activities and programs nationwide.

D. Period of Performance

The period of performance shall be one fourteen sixteen (1416) month base period of performance. and one ten (10) month option period of performance.

E. Scope of Work

The contractor is required to provide the services described in Section F. Tasks of this

Performance Work Statement (PWS). All tasks are to be interpreted with reference to the information provided in Section B. Purpose and Objectives, above. The contractor shall coordinate with the Contracting Officer’s Representative (COR) and other key OCTAE staff, especially during development phases of tasks and activities. The COR shall review all draft deliverables and maintain the right to approve all final deliverables. Department reviews may take up to 14 days.

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F. Tasks

Task 1 Manage the Contract to Ensure Accountability and Successful Outcomes

The contractor shall manage this task in an efficient manner that fosters communications with the

COR and Department staff. The contractor shall have sound project management processes and personnel to support them. The contractor shall organize, facilitate, and participate in meetings with Department personnel to ensure coordination in the accomplishment of the tasks. Through regular communication and reporting, the contractor shall ensure that the Department understands the status of the contractor’s progress, provide the status of deliverables, and address challenges that arise.

The contractor shall be responsible for the following project management duties:

Subtask 1.1 Participate in Post-Award Meeting

The contractor shall participate in a virtual post-award meeting with the COR, staff from the

Department’s Office of Contracts and Acquisition Management (CAM) including the Contract

Specialist (CS) and Contracting Officer (CO) plus other Department staff. The post-award meeting shall occur within seven (7) business days of the contract’s award. The purpose of this meeting is to:

• Review contract requirements, tasks, and key deliverables,

• Provide the contractor with any additional information relevant to successful completion of the contract, and

• Address contractor questions and concerns.

The COR and contractor shall work together to identify a day and time for the meeting, in combination with the calendars of the CO and CS and relevant Department and contractor staff.

The contractor should allow up to 90 minutes for the post-award meeting. At least five (5) business days before the meeting, the contractor shall submit agenda items and questions to the

COR. The COR will email the agenda to meeting participants.

Within six (6) business days after the meeting, the contractor shall submit a meeting summary to the COR. It should be organized by agenda topics and no more than three pages in length. At the same time, the contractor shall submit to the COR a revised Schedule of Deliverables showing calendar dates (rather than number of days/weeks), as well as a redacted final Technical Quote.

Deliverable

1.1.1. Post-award meeting summary, redacted proposal, revised schedule of deliverables

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Subtask 1.2 Conduct Triweekly Status Meetings

Every three weeks, the contractor must conduct a virtual conference call with the COR to discuss the status of contract tasks and activities. Status meetings should be conducted using a virtual meeting platform with video and screen sharing capabilities. The meetings should include the project director (or comparable staff position) and other contractor staff when needed. The contractor should allow 60 minutes for each meeting.

No later than one week following the post-award meeting, the contractor and COR will decide on a permanent day of the week and time for the triweekly meetings to occur. The contractor shall then email Outlook meeting invitations to the COR and project director, extending through the entirety of the contract’s period of performance.

No later than six (6) business days before a triweekly meeting occurs, the contractor must submit to the COR a meeting agenda. Within five (5) business days following a triweekly status meeting, the contractor must submit to the COR a written meeting summary organized by agenda items. It should cover main points discussed, decisions made, unresolved items, and next steps.

The summary should not exceed two pages in length.

Deliverables

1.2.1. Triweekly status meeting agendas (throughout the base and option periods)

1.2.2. Triweekly status meeting summaries (throughout the base and option periods)

Subtask 1.3 Establish and Manage a Group of SIA Trainers

The contractor is required to establish and manage a group of up to eighteen (18) SIA trainers to support project activities. SIA trainer-candidates must possess the knowledge, skills, and abilities needed to help facilitate the SIA trainings, included in this Performance Work Statement (PWS), and to support training participants. Collectively, the project’s SIA trainers shall also possess subject-matter expertise in either mathematics, ELA/literacy, or English language acquisition, distributed across the group. The contractor must secure each trainer’s commitment to serve on the applicable tasks through the duration of the contract, as required.7

7 Task 2 requires the SIA math trainers to attend the SIA Observing in Mathematics Classrooms Trainer-Training and the SIA

ELA/literacy Trainers to attend the SIA Observing in ELA/Literacy Classrooms Trainer-Training. Task 3 requires the SIA EL trainers to attend the SIA Observing in English Language Acquisition Classrooms Trainer-Training. Task 4 requires the SIA

Math and EL trainers to attend the SIA Foundational-Level Trainer-Training for Mathematics and the SIA ELA/Literacy and EL

Trainers to attend the SIA Foundational-Level Trainer-Training for ELA/Literacy. Task 6 requires the services of the SIA

ELA/literacy trainers in providing the SIA Observing in ELA/Literacy Classrooms Training and the services of the SIA math trainers in providing the SIA Observing in Math Classrooms Training. Task 7 requires the services of the SIA EL trainers in providing the SIA Observing in English Language Acquisition Classrooms Training.

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By the sixth week of the contract, the contractor shall submit to the COR a list of no fewer than

18 nominated SIA trainers, their resumes (or curriculum vitae), and letters of commitment.

Potential nominees could include, for example, experienced SIA trainers who served on previous

SIA projects as well as other capable, qualified persons.

Within one (1) week of receiving the list of potential SIA trainers, their qualifications and letters of commitment, the COR will provide to the contractor feedback to finalize the makeup of the group. Within five (5) business days of receiving the COR’s feedback, the contractor shall submit the final list of SIA trainers, their qualifications, and letters of commitment.

Deliverable

1.3.1. Draft list of SIA trainers, their relevant qualifications, and letters of commitment

1.3.2 Final list of SIA trainers, their relevant qualifications, and letters of commitment

Subtask 1.4 Produce Performance Reports

The contractor must prepare two performance reports to account for the tasks and activities that occurred during each period of performance. (The first period of performance is 14 months and the second is 10 months.) The contractor must submit the draft report(s) to the COR no later than four weeks prior to the end of each project period of performance.

Each performance report should be no longer than 15 pages in length, excluding appendices. The reports should be organized by task and describe the products and services developed and delivered during the performance period. The contractor should report quantitative and qualitative outcomes, any obstacles encountered/resolved, lessons learned, and recommendations for improvements.

The COR will provide the contractor written feedback on a draft report within five business days of receipt. The contractor shall revise the report, as needed, and then submit the final report within six (6) business days of receiving the COR’s feedback.

Deliverables

1.4.1. Two (2) draft performance reports

1.4.2. Two (2) final performance reports

Subtask 1.5 Records Management

Contractor shall provide a records inventory to the COR and CO within 60 business days after contract award. Department will review, and either accept or reject within 60 business days.

Contractor shall maintain and update the records inventory throughout the life of the contract.

1.5.1 Records Inventory

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Task 2 Update the SIA Observing in Mathematics Classrooms Virtual

Training Materials

The SIA Observing in Math Classrooms Virtual Training teaches instructional leaders how to observe effective classroom practices and identify teachers’ professional development needs.

Through evidence-based, teacher-friendly tools the training deepens educators’ understanding of the intent and meaning of their math standards. This training addresses three basic questions:

1. How well are lessons aligned with the demands of the content standards?

2. How can lessons—including instructional practices—promote higher and deeper levels of student learning and engagement?

3. Based on observation feedback, what professional development is needed to strengthen standards-based instruction?

The SIA Observing in Math Classrooms Training materials are made up of:

• Annotated PowerPoint presentations

• Observation instrument

• Two SIA Math classroom videos

• Two Video Resource Packages, which include descriptive annotations of the videos, lesson plans and the sequencing of planned activities8

Subtask 2.1 Establish Task 2 Production Schedule

The contractor must establish a Production Schedule to coordinate the staging of work and submission of Task 2 deliverables. The schedule should include, for example, deliverable dates for all versions of the training materials and the conduct of trainers’ trainings9. The schedule must also include dates for the Department to review deliverables and provide feedback to the contractor. The contractor’s Production Schedule must attend to work/deliverables associated with Subtasks 2.2, 2 .3, 2.4, 2.5 and 2.6.

The production schedule should also identify how the contractor intends to leverage and utilize the Literacy Information and Communication System (LINCS) to meet the purpose and objectives outlined in Section F of this PWS. LINCS is an OCTAE national leadership initiative to expand evidence-based practice in the field of adult education. For all training and TA activities involving LINCS, the contractor shall review and adhere to The Federal Initiatives

Toolkit (FIT). FIT is designed to provide guidance to OCTAE national leadership activities about how to engage with LINCS. This may include leveraging LINCS for activities including, but not limited to creating a Federal Initiatives page, adding resources to the Resource

8 The exiting SIA Observing in Classrooms Training materials are located at: https://lincs.ed.gov/state-resources/federal-initiatives/sia/observing.

9 Task 2 requires the contractor to train the SIA ELA/literacy trainers and the SIA mathematics trainers. (Subtask 2.3.)

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Collection, hosting activities through the LINCS Community, guidance for developing online courses/modules, preparing project trainers to join the LINCS trainer cadre, and transitioning in-person or virtual facilitated training.

By the second month of the contract, the contractor shall submit to the COR a draft Task 2

Production Schedule. Within one (1) week of receipt, the COR will provide to the contractor feedback on the schedule. Within one (1) week of receiving the COR’s feedback, the contractor shall revise the schedule, as needed, and submit the final schedule for the COR’s approval. All remaining Task 2 deliverables shall be submitted according to the approved Production

Schedule.

Deliverable

2.1.1. Draft Production Schedule

2.2.2 Final Production Schedule

Subtask 2.2 Update the SIA Observing in Mathematics Classrooms Training

Materials

The contractor shall update the existing SIA Observing in Math Classrooms Training materials by 1) removing the shorter of the two SIA Math Classroom Videos and its Video Resource

Package; 2) adding the new Beginning-Level SIA Math Classroom Video;10 3) creating a new

Video Resource Package for the new Beginning-Level SIA Math Classroom Video; and 4) revising the annotated PowerPoint slides as needed.11

The contractor shall produce no more than three drafts of the new Video Resource Package and slide presentation(s). The approved second draft materials shall be used to conduct the SIA Math trainers’ training (Subtask 2.4). Following the SIA Math trainers’ training, the contractor shall revise and update the materials, as necessary, for the COR’s final approval. The contractor shall be responsible for posting all approved final 508-formatted materials on LINCS.

The contractor shall submit the first draft updated SIA Observing in Math Classrooms Training materials by the fourth month of the contract. The COR will provide feedback to the contractor within 14 calendar days. The contractor shall submit the second draft updated SIA Math

Classroom Observation Training materials within two weeks of receiving the COR’s feedback.

Deliverables

10 The beginning-level SIA Math Classroom Video to use for this task is located at https://www.youtube.com/watch?v=ivcygUq8Gr4&list=PLImUeO1ttx1bWXGyeUTArqrWM13lHczJQ&index=2.

11 The SIA Mathematics Classroom Observation Training materials that the contractor shall update are located at:

https://lincs.ed.gov/state-resources/federal-initiatives/sia/observing#obs2

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2.2.1. First draft updated math materials

2.2.2 Second draft updated materials

Subtask 2.3 Train the SIA Mathematics trainers on the Observing in Mathematics

Classrooms Training and the SIA ELA/Literacy trainers on the

Observing in ELA/Literacy Classrooms Training

The contractor shall conduct two (2) virtual trainings, one to train the SIA math trainers on the

SIA Observing in Mathematics Classrooms Training materials and a second one to train the SIA

ELA/literacy trainers on the SIA Observing in ELA/Literacy Classrooms Training materials.

• The contractor shall use the approved Subtask 2.2.1 deliverables and the SIA Observing in Math Classrooms materials posted on LINCS to conduct the math training; all SIA mathematics trainers are required to attend this training.

• To train the SIA ELA/literacy trainers the contractor shall use the SIA Observing in

ELA/Literacy Classrooms Training materials that are posted on LINCS12; all SIA

ELA/Literacy trainers are required to attend this training.

The SIA trainers shall participate in these trainings primarily as learners. However, the contractor shall ensure that the training agendas also address the trainers’ future roles and responsibilities as SIA Math and ELA/Literacy national trainers and team coaches. The contractor shall ensure that, by the end of the trainings, the SIA Math and SIA ELA/Literacy trainers are prepared to facilitate their respective trainings and to support training participants.

Four (4) weeks prior to each trainer-training, the contractor shall submit to the COR each draft agenda (two total). The COR will provide feedback to the contractor within five business days.

The contractor shall submit the final agendas within five business days of receiving the COR’s feedback. Within eight (8) business days of each training, the contractor shall send to the SIA

Math trainers the appropriate agenda and any advance training materials they will need to review.

Deliverables

2.3.1. Two draft training agendas

2.3.2 Two final training agendas

Subtask 2.4 Finalize the Mathematics Classroom Observation Training Materials

12 The contractor shall use the SIA ELA/Literacy Classroom Observation Training posted at: https://lincs.ed.gov/state-resources/federal-initiatives/sia/observing#obs1 in Tasks 2 and 6.

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During a Triweekly Status Meeting, following the SIA Math trainers’ training, the topic

“Finalizing the Math Classroom Observation Training” shall be discussed. Prior to the status meeting the contractor shall develop a summary of proposed revisions and submit them along with the meeting agenda. The meeting summary shall document decisions made around finalizing the math materials. Based on the outcomes of the Triweekly Status Meeting, the contractor shall proceed to finalize the math materials.

The contractor shall submit to the COR the final 508-formatted math materials within four (4) weeks of the status meeting summary’s approval. The contractor shall submit the related

OCTAE’s Division of Adult Education and Literacy (DAEL) 508 test reports with the 508-formatted training materials. The contractor shall submit the materials via a Zip file with the contents listed on the cover email. When naming the files, the contractor shall use all lower-case lettering. The contractor shall also submit to the COR any new images and ALT text associated with the updated SIA Math materials.

Deliverable

2.4.1. Final 508-formatted updated materials, the DAEL 508 report(s), new images/ALT

Text

Subtask 2.5 Update the LINCS Resource Profile for the SIA Observing in

Mathematics Classrooms Training13

Within three (3) weeks following the submission of Deliverable 2.4.1, the contractor shall submit to the COR an updated LINCS Resource Profile. Within five (5) business days, the COR will provide to the contractor feedback on the updated profile. Within one (1) week of receiving the

COR’s feedback, the contractor shall submit the final profile. The contractors shall review and adhere to the guidance in the FIT pertaining to the development of the profile.

Deliverables

2.5.1. Draft LINCS Resource Profile

2.5.2. Final LINCS Resource Profile

Subtask 2.6 Update SIA Observing in Classrooms Page on LINCS

This is the current LINCS Resource Profile for the training Standards-in-Action 2.0 Observing in Mathematics Classrooms:

https://lincs.ed.gov/professional-development/resource-collections/profile-9226.

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Within three (3) weeks of submitting the updated 508 compliant materials, the contractor shall update the SIA Observing in Classrooms page on LINCS.14 The contractor shall review and adhere to the guidance in the FIT pertaining to the creation of a Federal Initiatives page.

2.6.1. Updated Observing in Classrooms webpage on LINCS

Task 3 Develop Annotated PowerPoint Presentations to Complete the

Package of Materials for the SIA Observing in English Language

Acquisition Classrooms Virtual Training

The SIA Observing in English Language Acquisition Classrooms Training teaches instructional leaders how to observe effective classroom practices and identify teachers’ PD needs. Through evidence-based, teacher-friendly tools the training deepens educators’ understanding of the intent and meaning of their content standards for adult English language learners. The training addresses three basic questions:

• How well are lessons aligned with the demands of the content standards?

• How can lessons—including instructional practices—promote higher and deeper levels of student learning and more relevance to adult learners?

• Based on observation feedback, what professional development is needed to strengthen standards-based instruction?

Task 3 requires the contractor to produce a set of annotated PowerPoint training slides to add to the training materials produced during the previous SIA contract.15 The addition of the slide presentations will complete the package of materials associated with the SIA Observing in English Language Acquisition Classrooms Training.

Subtask 3.1 Establish Task 3 Production Schedule

14 The SIA Observing in Classrooms page is located at: https://lincs.ed.gov/state-resources/federal-initiatives/sia/observing.

15 The SIA Observing in English Language Classrooms Training materials, created in the previous SIA contract, which Task 3 requires the contractor to use are located at: https://lincs.ed.gov/state-resources/federal-initiatives/sia/observing#obs3.

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The contractor shall establish a Production Schedule to coordinate the staging of work and submission of Task 3 deliverables. It should include deliverable dates for all versions of the annotated PowerPoint slides, the conduct of the EL trainers’ training, and the updating of the

Observing SIA Classrooms webpage on LINCS. The Production Schedule shall also include dates for the Department to review deliverables and provide feedback to the contractor. The schedule shall address all work/deliverables associated with Subtasks 3.2, 3.3, 3.4, and 3.5.

The production schedule should also identify how the contractor intends to leverage and utilize

LINCS to meet the purpose and objectives outlined in Section F of this PWS. For all training and

TA activities involving LINCS, the contractor shall review and adhere to the FIT.

By the sixth week of the contract, the contractor shall submit to the COR a draft Production

Schedule. Within one (1) week of receipt, the COR will provide to the contractor feedback on the deliverable. Within one (1) week of receiving the COR’s feedback, the contractor shall revise the schedule, as needed, and submit the final schedule for the COR’s approval. All remaining Task 3 deliverables shall be submitted according to the approved Production Schedule.

Deliverable

3.1.1. Draft Task 3 Production Schedule

3.1.2. Final Task 3 Production Schedule

Subtask 3.2 Produce the Annotated PowerPoint Training Slides

The contractor shall develop annotated PowerPoint presentations to complete the package of materials associated with the SIA Observing in English Language Acquisition Classrooms training. In developing the slides, the contractor should make use of:

• The materials currently posted on LINCS for the SIA Observing in English Language

Acquisition Classrooms Training

• The PowerPoint presentations associated with the SIA Observing in Mathematics and in

ELA/Literacy Classrooms trainings.

The contractor shall produce no more than three drafts of the annotated PowerPoint training slides. The approved second draft materials shall be used to conduct the SIA EL trainers’ training

(Subtask 3.4). The contractor shall submit the first draft slides by the fifth month of the contract.

and the second draft slides by the seventh month of the contract.

Following the SIA EL trainers’ training, the contractor shall revise the second draft slides, as necessary, for the COR’s final approval (Subtask 3.4.). The contractor shall also be responsible for updating the LINCS Resource Profile (Subtask 3.5.) and posting the final slides on the

LINCS SIA Observing in Classrooms webpage (Subtask 3.6).

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3.2.1. First draft annotated PowerPoint presentations

3.2.2 Second draft annotated PowerPoint presentations

Subtask 3.3 Train the SIA EL Trainers

The contractor shall conduct the SIA Observing in English Language Acquisition Classrooms virtual training for the SIA EL trainers. All SIA EL trainers are required to attend. To conduct this training the contractor shall use the approved Subtask 3.2 Deliverables and the existing SIA

Observing in English Language Acquisition Classrooms Training materials posted on LINCS.

The SIA EL trainers shall participate in this training primarily as learners. However, the contractor shall ensure that the training agenda also addresses the trainers’ future roles and responsibilities as SIA EL trainers and team coaches. By the end of the training, the SIA EL trainers should be prepared to facilitate the training and support training participants.

Within four (4) weeks of the training, the contractor shall submit to the COR the draft training agenda. Within five (5) business days of receipt, the COR will provide feedback on the draft agenda. Within five (5) business days of receipt of the feedback, the contractor shall submit to the COR the final agenda. Within eight (8) business days of the training, the contractor shall send to the SIA EL trainers the agenda and any advance training materials they will need to review.

Deliverables

3.3.1. Draft training agenda

3.3.2. Final training agenda

Subtask 3.4 Finalize the Annotated PowerPoint Slides for the SIA Observing in

English Language Acquisition Classrooms Training

During a Triweekly Status Meeting, as soon as possible following the EL trainers’ training, the topic “Finalizing the Slides” shall be discussed. Prior to the meeting, the contractor shall develop a summary of any proposed revisions and submit them to the COR along with the meeting agenda. The meeting summary shall document decisions made around finalizing the slides.

Based on the outcomes of the Triweekly Status Meeting and approval of the meeting summary, the contractor shall finalize the annotated PowerPoint training slides.

Within four (4) weeks of the meeting summary’s approval, the contractor shall submit to the

COR the final 508-formatted PowerPoint decks, the relevant DAEL 508 report(s), any new images and ALT text. The contractor shall submit the final slides via a Zip file (if needed) with the enclosed materials listed on the cover email. When naming the files, the contractor shall use lower-case lettering.

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3.4.1 Final 508-formatted PowerPoint slides, the DAEL 508 report(s), and new images/ALT Text

Subtask 3.5 Create a LINCS Resource Profile for the SIA Observing in English

Language Acquisition Classrooms Training

Within three (3) weeks following the submission of the 508-formatted materials, DAEL 508 reports, imagery and ALT text, the contractor shall submit to the COR a draft LINCS Resource

Profile. Within seven (7) business days, the COR will provide to the contractor feedback on the draft. Within seven (7) business days of receiving the COR’s feedback, the contractor shall submit the final profile. If the profile includes imagery, the contractor shall also submit the images and ALT text. The contractor shall review and adhere to guidelines in the FIT regarding the development of a LINCS Resource Profile.

Deliverables

3.5.1 Draft LINCS Resource Profile

3.5.2 Final LINCS Resource Profile

Subtask 3.6 Update the SIA Observing in Classrooms Page on LINCS

Within three (3) weeks of submitting all 508 compliant materials, the contractor shall update the

SIA Observing in Classrooms page in the Federal Initiatives section on LINCS. The contractor shall review and adhere to the guidelines in the FIT pertaining to the creation of a Federal

Initiatives page.

3.6.1. Updated Observing in Classrooms webpage on LINCS

Task 4 Update the SIA Foundational-Level PD Units for ELA/Literacy and Math

The SIA Foundational-Level PD Units in ELA/Literacy and mathematics16 were the first SIA trainings that OCTAE offered in 2016 to states and local providers. Since then, OCTAE’s approach to organizing and delivering SIA trainings has progressed. Valuable lessons have been learned about how best to offer SIA trainings in ways that teachers can digest the content and change their classroom practices immediately. As a result of OCTAE’s experience with these

16 The original SIA ELA/Literacy (2016) Foundational Units are located at: https://lincs.ed.gov/state-resources/federal-initiatives/college-career-readiness/ela. The original SIA Mathematics (2016) Foundational Units are located at:

https://lincs.ed.gov/state-resources/federal-initiatives/college-career-readiness/math.

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trainings, OCTAE has identified the need to update the SIA Foundational-Level PD Units. The purpose of the SIA Foundational-Level Units PD shall remain unchanged; that is, to provide adult education practitioners with practical knowledge about the key shifts in instruction required to align adult education with CCR standards.17

Task 4 requires the contractor to update all eight (8) of the SIA Foundational-Level PD Units, four in mathematics and four in ELA/literacy. To accomplish this the contractor shall use text-based, standards-aligned instructional lessons/activities to show the real-life application of the key shifts in classrooms. By design, each set of updated PD Units shall form a coherent whole.

Subtask 4.1 Finalize Task 4 Production Plan

The contractor shall finalize the plans for updating the SIA Foundational-Level PD Units for

ELA/Literacy and Mathematics, based on the final Task 4 Technical Quote. The plan should describe but is not limited to the following:

• Materials and activities the contractor will create for the two trainings.

• Scope and sequence of activities.

• Actions of SIA trainers/coaches before and during the trainings.

• Actions of participants.

• Use of a virtual training format/platform.

By the second month of the contract, the contractor shall submit to the COR the draft Plan.

Within two (2) weeks of receipt, the COR shall provide to the contractor feedback. Within two

(2) weeks of receiving the COR’s feedback, the contractor shall revise the plan, as needed, and submit the final version.

Deliverable

4.1.1. Draft Production Plan

4.1.2 Final Production Plan

Subtask 4.2 Establish Task 4 Production Schedule

The contractor shall establish a Production Schedule to coordinate the staging of Task 4 work and submission of deliverables. The schedule must include deliverable dates for all versions of the training materials and conduct of the trainers’ trainings. The schedule should also include dates for OCTAE to review deliverables and provide feedback.

17 The key instructional shifts for ELA/Literacy and Mathematics are described in detail in the CCR Standards for Adult

Education technical assistance report (Sections 4 and 5). The report is located at:

https://lincs.ed.gov/publications/pdf/CCRStandardsAdultEd.pdf.

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The production schedule must identify how the contractor intends to leverage and utilize LINCS to meet the purpose and objectives outlined in Section F of this PWS. For all training and technical assistance activities involving LINCS, the contractor shall review and adhere to FIT.

By the third month of the contract, the contractor shall submit to the COR the draft Production

Schedule. Within one week of receipt, the COR will provide to the contractor feedback on the deliverable. Within one (1) week of receiving the COR’s feedback, the contractor must revise the schedule, as needed, and resubmit it for the COR’s approval. All remaining Task 4 deliverables must be submitted according to the final approved Production Schedule.

Deliverables

4.2.1. Draft Production Schedule

4.2.2. Final Production Schedule

Subtask 4.3 Update the Foundational-Level PD Units for ELA/Literacy

The contractor shall revise and update the SIA Foundational-Level PD Units for ELA/Literacy.

Like the original PD units, the new units shall introduce to adult educators the three key shifts in instruction prompted by CCR standards for ELA/literacy.18 The contractor shall develop the new materials according to the final Task 4 Production Plan and Schedule.

The contractor shall produce no more than three drafts of the SIA ELA/Literacy Foundational-

Level PD Units. The first draft materials shall be submitted by the contractor to the COR by the fifth (5th) month of the contract. Within two weeks, the contractor shall receive the COR’s feedback on the initial drafts.

The contractor shall complete the second draft of the ELA/Literacy materials by the seventh (7th) month of the contract. The contractor shall use the approved second drafts to conduct the SIA

ELA/Literacy trainers’ training (Subtask 4.5).

Deliverables

4.3.1. First draft SIA Foundational-Level PD Units for ELA/Literacy

4.3.2 Second draft SIA Foundational-Level PD Units for ELA/Literacy

18 The three key instructional shifts required to align with CCR standards for ELA/Literacy are: 1) Complexity: Regular practice with complex text and its academic language; 2) Evidence: Reading, writing, and speaking grounded in evidence from text, both literary and informational; and 3) Knowledge: Building knowledge through content-rich nonfiction.

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Subtask 4.4 Update the SIA Foundational-Level PD Units for Mathematics

The contractor must revise and update the SIA Foundational-Level PD Units/Training for

Mathematics. Like the original PD, the new units shall introduce to adult educators the three key shifts in instruction prompted by CCR standards for mathematics.19 The contractor shall develop the new materials according to the final approved Task 4 Production Plan and Schedule.

The contractor shall produce no more than three drafts of the SIA Foundational-Level PD Units for Mathematics. The first draft materials shall be submitted by the contractor to the COR by the sixth (6th) month of the contract. Within two weeks, the contractor shall receive the COR’s feedback on the initial drafts.

The second draft materials must be completed by the eighth (8th) month of the contract. The contractor shall use the approved second drafts to conduct the SIA Math trainers’ training

(Subtask 4.5).

Deliverables

4.4.1. First draft SIA Foundational-Level PD Units for Mathematics

4.4.2 Second draft SIA Foundational-Level PD Units for Mathematics

Subtask 4.5 Train SIA Trainers on Updated Foundational-Level PD Units for

ELA/Literacy and Mathematics

The contractor must train the SIA trainers on the approved second drafts of the updated SIA

Foundational-Level PD Units for ELA/Literacy and Mathematics. By the end of the SIA trainers’ trainings, the trainers should be prepared to facilitate the foundational-level trainings and support participants. The trainings must occur by the end of the 9th month of the contract.

• The SIA Math and EL trainers must attend the Foundational-Level Training for

Mathematics.

• The SIA ELA/Literacy and EL trainers must attend the Foundational-Level Training for

ELA/Literacy.

The SIA trainers must participate in these trainings primarily as learners. However, the contractor shall ensure the trainings also address the trainers’ future roles/responsibilities as national/state trainers and team coaches. The trainings’ objectives and agendas should resemble

19 The three key instructional shifts required to align with CCR standards for mathematics are: 1) Focus: Focusing strongly where the standards focus; 2) Coherence: Designing learning around coherent progressions level to level; and 3) Rigor: Pursuing conceptual understanding, procedural skill and fluency, and application—all with equal intensity.

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those that would structure the national/state trainings. The contractor shall also provide time on the agenda for participants to comment, pose questions and suggest improvements.

Four (4) weeks prior to each training, the contractor must submit to the COR the draft agendas

(two). Within four business days of receipt, the COR will provide to the contractor feedback on the draft agendas. Within four business of receipt of the COR’s feedback, the contractor shall submit to the COR the final agendas . Within eight (8) business days of each training, the contractor must send to the appropriate SIA trainers the appropriate agenda and any advance training materials they need to review.

Deliverables

4.5.1. Final agendas (2) for the SIA ELA/literacy and SIA Mathematics Foundational-

Level trainings for trainers

4.5.2 Conduct of two trainer-trainings

Subtask 4.6 Finalize the SIA Foundational-Level Training Materials for

Within one (1) week of the conclusion of each training, the contractor must submit to the COR a summary of the trainers’ comments and the contractor’s recommendations to the materials (two summaries). Each summary shall be no more than three pages in length. Within one (1) week of receipt, the COR will provide to the contractor feedback on the two summaries. Within one (1) week of receiving the COR’s feedback, the contractor shall revise the summaries, as needed, and resubmit them to the COR for final approval. The contractor shall then proceed to finalize the second draft ELA/Literacy and Mathematics materials, as necessary.

Within two months of approval of the two Subtask 4.5 summaries, the contractor shall submit to the COR the two sets of final 508-formatted training materials and DAEL 508 reports.20 The contractor shall submit the final ELA/Literacy materials in a Zip file via one email and the final

Math materials in a Zip file via a second email. The contractor should list the contents of each

Zip file in the cover emails. When naming the files, the contractor should use all lower-case lettering. The contractor shall also submit to the COR any new images and the associated ALT text.

Deliverables

4.6.1. Final 508-formatted SIA Foundational-Level training materials for ELA/Literacy

4.6.2 Final 508-formatted SIA Foundational-Level training materials for mathematics

20 As needed, the COR will provide to the contractor the necessary DAEL 508-reporting forms and instructions.

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Subtask 4.7 Create Two LINCS Resource Profiles

Within three (3) weeks of submitting the final 508-formatted materials, DAEL 508 reports, and images/ALT text, the contractor shall…