Attachment B - SoW 20270048 FINAL.pdf

rev. 2/2024

Attachment B

Statement of Work for CAEL/PESB

This Statement of Work No. One (“SOW”) and its attachments (if any) are, by this reference, subject to the terms of and made a part of the Master Services and PESB Contract for

Services No. 20270048 by and Council for Adult and Experiential Learning (CAEL), Inc.

“CAEL”, a Delaware charitable nonstock corporation with its headquarters located at 301 Grant

Street, Suite 327, Pittsburgh, PA 15219 and Professional Educator Standards Board (“Client”), a

Non-Profit organization. This SOW describes the services to be provided by Client and the fees associated with such services. Capitalized terms used but not defined in this SOW shall have the meanings given to them in the Master Services Agreement.

Description of Process:

● CAEL will conduct a structured analysis at each of the eight pilot sites to assess institutional strengths and weaknesses in Academic Credit for Prior Learning (ACPL) readiness, existing policies and processes, staffing capacity, and data systems; as well as opportunities and potential threats/risks associated with ACPL at the program, institutional, and regional/labor partnerships level.

● CAEL will conduct interviews/focus groups with students, faculty, and university stakeholders/administration in key areas such as enrollment, advising, the registrar’s office, and financial aid, and marketing to identify current state and potential gaps in the policies and processes (either on-site or virtual).

● CAEL will produce individual site profiles and a cross-site synthesis, disaggregated by pathway level and institutional context (AA pathways, BA pathways, and graduate-level pathways) and by sector/type (public/private, 2-year and 4-year). These findings will directly inform both current and future pilot design decisions, including assessment workflows, staffing and training needs, documentation requirements, and articulation strategy.

● CAEL will support ACPL Pathway for Paraeducator Training creation and provide targeted technical assistance to pilot sites. In partnership with PESB/WSAC and participating colleges and educator preparation programs, the pilot will develop:

● ACPL competency crosswalks aligned to paraeducator roles, verified work experience, and relevant trainings/certifications,

● Shared Documentation and portfolio templates to standardize evidence across sites, and

● Establish Joint Articulation agreements across pilot sites that define the agreed “bundle of classes” eligible for ACPL across all pathway levels (AAS, Bachelor’s, and Graduate/Teacher Preparation), identifying the EDUC course sequence, stackability, transferability, and alignment with educator career progression based on verified experience and aligned credentials.

Scope of Services:

● To encourage cross-institutional communication and collaboration, our recommendation is for this to be an in-person Phase I Kick-off Convening for the 8 pilot institutions to introduce ACPL and the overall project scope, membership benefits, and project goal setting to be held on September 16, 2026. The meeting will include CAEL’s

Fundamentals and Benefits of CPL.

● Complete a current state and needs assessment analysis for each of the 8 identified institutions, including current ACPL and Transfer Credit policy reviews.

● Work with institutional teams to draft a unified ACPL and Transfer Credit policy to be implemented at each of the member institutions.

● CAEL-led Project Management and coordination of any interviews, meetings, and deliverables with each institution in conjunction with PESB leadership.

● CAEL Institutional Membership for each of the 8 institutions for two years (prorated where needed).

● Formal written analysis and go-forward recommendations for future phases of the project.

● Phase I closing summit to review findings and recommendations and to identify next steps for each pair of institutional partners. Recommendation is for this to be in-person.

CAEL Membership

Membership will begin when payment is received for the Membership, unless an alternate date is agreed to by both parties, and will through June 30, 2028. Clients will have the opportunity to renew their membership at-will. Upon the start of membership, all members will agree to the

Terms of Use provided on the CAEL Member Hub platform.

Annual Individual

Membership

Annual Group

Membership -includes membership for unlimited individuals

Access to CAEL Member Hub - Discussion Forum, Research, Toolkits, Directory

Monthly Member Insider Newsletter ✔️ ✔️

Monthly Member Webinars ✔️ ✔️

Access to Microcourse Professional Development Series ✔️ ✔️

Access to Communities of Practice ✔️ ✔️

Discounts to Events, Training, Products, and Services ✔️ ✔️

Annual ACPL Provider Network Profile ✔️

Annual Labor Market Report ✔️

Description of Membership Process:

Once payment is received, CAEL’s Membership Team will reach out to the membership contact to identify the individuals who will receive membership, agree upon a membership start date, and schedule an onboarding meeting to review benefits.

● Individuals will receive their membership credentials and will be able to access the

Member Hub and benefits for two years from the agreed upon start date. They will also receive a series of onboarding emails to help them get acquainted with their benefits.

● The onboarding meeting will be recorded and can be shared with those unable to attend in person.

Membership Timeline:

Upon contract signature:

● Coordinate membership start date, individuals to include, onboarding meeting date (2-3 weeks)

● Deliver onboarding meeting (1 hr, within 3-4 weeks of membership start date)

● Access to member benefits, Member Hub, and events

● Institutions can update their individual members list at any time

● Membership will expire two years after the initial start date, and the institution will be issued a renewal invoice at that time.

Timeline:

Expected time from contract signature to final delivery of report and Phase I closing summit. The prices quoted in this section are applicable for 60 days, beginning from the date of this proposal.

Timeline Fall 2026

(Sept. 1 –

Dec.15)

Winter

(Jan.

15-

March

31)

Spring

(April 1-

June 30)

Summer

2027 (July

1 – July

31)

Phase I Kick-off Convening & ACPL

Seminar

X

Begin information gathering and setting up focus group interviews, conduct interviews with each institution

X X X

(as needed)

Complete analysis of written policies and documented processes.

X

Develop comprehensive report with institutional and aggregate data for review

X

Deliver report and recommendations for additional phase(s) to PESB leadership

X

Phase I Closing Summit with all institutional partners

X

CAEL Membership X (from contract execution-

June 30, 2028)

X X X

* Tentative completion dates are contingent upon the Client providing information, materials, and scheduling training dates in a timely manner.

Project Assumptions:

● All Services will be performed remotely unless otherwise agreed to by the parties in advance. Any onsite services will be subject to expense reimbursement and potentially a change in the scope of services.

● Client will provide the appropriate functional and technical staff to support CAEL in the effort outlined in this SOW.

● Client’s core team is responsible for coordinating and driving the decision-making process within the Client organization. Delays in decision making processes that prevent moving on to subsequent project phases may result in additional costs and/or extension to the project plan.

● Client’s core team is responsible for leading the requirement gathering process at Client.

Any additional effort required of CAEL to help facilitate the requirement gathering process is not in scope of this SOW and, if required, will be estimated separately.

● Timely decisions regarding implementation documentation to be completed by Client and is critical to ensure delivery dates are achieved.

CAEL Fees, Invoicing, and Payment Schedule:

Service Fees (USD)

Service Type

● Institutional Review, including SWOT and Needs

Assessment, Policy and Process Analysis, with written report.

● Includes in-person Kick-off convening and Phase I project closing summit

● $33,000 x 4 (paired institutions)

$132,000

● CAEL Institutional Membership for Pilot Sites from

September 2026 to June 2028.

○ Membership begins upon payment of the first invoice that includes the full membership amount.

● First year memberships will be pro-rated for partial year

● Group discount 15%

● PESB Membership – comped

$12,335

● Project Management by CAEL Staff Member working directly with PESB and individual institutions with monthly check-in meetings and ad hoc sessions as required.

$26,400

Total Fees $170,735

Payment Schedule

Deliverable Due Date Invoice

Amount

● Kick-off Convening (September 16, 2026 in Olympia, WA)

○ Preliminary site review report of pilot sites

○ Full-day (8 hour) presentation/workday for pilot site

ACPL staff and administration

● Membership delivered to all sites

September 30, 2026 $60,000

$12,335

● Initial Project Management protocols established with meeting date/times throughout project period

TOTAL

$13,000

$85,335

● Closing Summit (modality TBD)

○ Share findings and next steps with pilot site ACPL leaders

○ Share completed unified ACPL and

Transfer Credit policies for each site

● Final Written Report to PESB, including:

○ All interviews, meetings, and deliverables for each institution

○ Current state and needs assessment for each site around CPL and

Transfer Credit Policy

○ Joint articulation agreements for

“bundle” of classes for paraeducators along all pathway levels

○ ACPL Competency Crosswalk aligned to paraeducator training and experience

○ Analysis of go-forward recommendations for future phases.

TOTAL

July 15, 2027 $60,000

$13,400 (PM)

$12,000

$85,400

Sales Tax Exemption Information

Is your organization sales tax exempt?

Y _________ N __________

__________ If yes is indicated above, you must provide a valid copy of the current sales tax exemption certificate to CAEL at the time of contract signing. If one is not provided, you may be charged sales tax upon billing.

___________ I understand that my organization may be charged sales tax if a valid sales tax exemption certificate is not provided to CAEL prior to the first invoice. Please email a copy of the sales tax exemption certificate to CAEL Operations at operations@cael.org.

mailto:operations@cael.org