CSP019332_Revised_Contract.pdf

Index No.: EDU144

Eff. Date: 03/08/24

STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

GENERAL SERVICES DIVISION

OFFICE OF PROCUREMENT SERVICES

4200 SURFACE ROAD, COLUMBUS, OH 43228-1395

MANDATORY USE CONTRACT FOR: SPONSORSHIP OPERATIONS, COMPLIANCE, AND SUPPORT

CONTRACT NUMBER: CSP019332 EFFECTIVE DATES: 03/08/24 TO 07/30/25

The Department of Administrative Services has accepted Proposals submitted in response to Request for Proposal (RFP) No.

SRC00000010241 that opened on 11/29/23. The evaluation of the Proposal responses has been completed. The Offeror listed herein has been determined to be the highest ranking Offeror and has been awarded a Contract for the services listed.

The respective Proposal response including, Contract Terms & Conditions, any Proposal amendment, special Contract Terms & Conditions, specifications, pricing schedules and any attachments incorporated by reference and accepted by DAS become a part of this Services Contract.

This Requirements Contract is effective beginning and ending on the dates noted above unless, prior to the expiration date, the Contract is renewed, terminated, or cancelled in accordance with the Contract Terms and Conditions.

This Requirements Contract is available to the Department of Education and Workforce as applicable.

The agency is eligible to make purchases of the contracted services in any amount and at any time as determined by the agency. The State makes no representation or guarantee that department will purchase the volume of services as advertised in the Request for Proposal.

This Requirements Contract and any Amendments thereto are available from the DAS Web site at the following address:

https://procure.ohio.gov/

Eff. Date: 03/08/24

MUTUALLY AGREED UPON CLARIFICATIONS

The following have been mutually agreed upon by the Department of Education and Workforce and the Contractor:

1) An additional staff position entitled Administrative Support will be added to the Contract. Administrative Support will be responsible for coordinating calendared meetings, scheduling onsite reviews, and providing administrative support for the Office of School Sponsorship team. The Administrative Support staff will be familiar with SharePoint, Teams and Microsoft Office systems. The Administrative Support staff will be a skilled written and verbal communicator and will support the team in completing and organizing documentation, monitoring surveys and annual reviews. The staff rate for the Administrative Support position is identified in the Cost Summary.

2) The Contractor will secure all applicable subcontractors to fill the listed staff positions upon Contract award.

3) Two additional annual fees will be added to the Contract, identified as “Annual GAAP Reporting, Monthly Time Tracking, Payroll and Accounting Services” and “IT Services (Business Continuity Plan, IT Annual Security Testing, Risk Assessment Reviews)”. These fees will be billed once annually per year of the Contract. Rates are identified in the Cost Summary.

4) The Contractor will require and provide background checks and conflict of interest statements for all personnel working on the project. Background checks and conflict of interest statements will be completed after Contract award.

5) Video trainings will be developed by the appropriate Contractor staff as requested by the Agency. Trainings will be delivered via recorded Teams sessions, and the Director will review and approve recordings. The Contractor will develop trainings in the order of preference provided by the Director. Training recordings will be provided to the Agency for storage by the Office along with other school resource materials. Subtitles will be included in training videos.

6) The Contractor will provide supporting documentation to accompany invoices that will illustrate the completed work, including staff roles, hours worked per role, and evidence of progress made toward the completion of identified deliverables.

7) The insurance requirement for cyber liability insurance is changed to a limit of not less than $1,000,000 per claim, $1,000,000 aggregate. Additional criteria for cyber liability insurance as listed in the RFP continues to apply.

Eff. Date: 07/11/25

* MUTUALLY AGREED ADDITIONS TO SCOPE OF WORK

The Office of School Sponsorship (the Office) adds the position of Leadership Trainer and Turnaround Consultant to this Contract. The Leadership Trainer and Turnaround Consultant positions will begin work under the Adkins and Company Services Contract as of July 1, 2025. The positions and obligations are as follows:

Leadership Trainer. The Contractor’s assigned Leadership Trainer will provide school superintendent/administrator/principal leadership training to sponsored schools based upon standards from the National Policy Board for Educational Administration (NPBEA), which has identified ten professional standards for educational leaders (Professional Standards for Educational Leaders, NPBEA, 2015) that outline the skills, knowledge, and dispositions necessary for effective educational leadership. The Leadership Trainer will provide the following:

1) Virtual one-hour trainings to sponsored schools (currently 26). The trainings will be based upon teaching the foundational knowledge and skills necessary for effective collaboration in building healthy school cultures that support positive student outcomes. The Leadership Trainer will develop a survey to assess the school leaders and establish their level of knowledge and leadership training prior to conducting the training. The results of the survey will be used to develop curriculum subject to Office approval. Areas of training will include at minimum the following: developing a healthy school culture; improving student outcomes; accountability towards goals and school vision/mission; and managing school personnel, data, and processes. Additional areas of training will be included as appropriate based on the results of the surveys.

Schools will be divided amongst three cohorts: a new leader cohort, a mid-level leader cohort, and an experienced leader cohort. All school cohort assignments will be determined in coordination with the Contractor and the Office.

The Leadership Trainer may conduct virtual trainings on the following cadence:

a. New leader cohort: monthly

b. Mid-level leader cohort: twice monthly

c. Experienced leader cohort: twice monthly

2) Focused in-person professional development. The Leadership Trainer will provide at least two focused full-day

(minimum of 4 hours) in-person professional development sessions to sponsored schools. One professional development session will occur in early August during the Office’s convocation to all sponsored school leaders. This professional development will focus on the leadership skills needed to build a strong team, inspiring staff, and building a healthy school culture. The second session will occur mid-school year with a group of sponsored school leaders. The goals and participants for the second in-person professional development session will be determined in collaboration with the Contractor, Leadership Trainer, and the Office based upon feedback and observations from the virtual one-hour trainings. The dates, location, and participants for the mid-year professional development will be determined in coordination with the Contractor and the Office. Any additional professional development sessions will be scheduled based on need and will be coordinated by the Contractor and the Office. Travel costs for in-person sessions will be included in the hourly rate for the Leadership Trainer. Individual travel costs will not be reimbursed outside of the agreed hourly rate.

3) School Leadership evaluation. The Leadership Trainer will conduct up to three school evaluation visits per school year to review the school’s leadership structure and effectiveness of the leadership teams. These reviews will be in conjunction with the AIMS school visits. The determination of which schools will be reviewed each year will be determined in coordination with the Leadership Trainer, Contractor, and the Office. The Leadership Trainer will evaluate the school through discussions with staff, and leadership observations to determine the degree of effectiveness of the school leadership and alignment to the NPBEA standards for school leaders. Upon completion, the Leadership Trainer will provide a report to the Office within 30 days of the review that includes a description of the evaluation completed, areas of success, and areas of improvement for the school leader. The report will be reviewed by the Office and incorporated into the AIMS review report. Travel costs for evaluation visits will be included in the hourly rate for the Leadership Trainer. Individual travel costs will not be reimbursed outside of the agreed hourly rate.

4) Support Sessions. The Leadership Trainer will provide up to 12 specialized one-hour virtual support sessions to selected sponsored school leaders. These sessions are intended for school leaders that require additional support or technical assistance based on observations during training sessions, focused professional development, and evaluations. Multiple leaders may attend a single support session. The Leadership Trainer will provide the names of school leaders that would benefit from the support session and the topic for the session to the Office for approval prior to conducting the support session.

* Amended to include Mutually Agreed Additions to Scope of Work, per Amendment 1, effective 07/11/25.

* MUTUALLY AGREED ADDITIONS TO SCOPE OF WORK (con’t)

School Turnaround Consultant. The Contractor’s assigned School Turnaround Consultant will provide evaluation, training, and technical assistance to sponsored schools identified by the Office as a school in need of turnaround services. The Turnaround Consultant will provide the following:

1) In-person school initial evaluation: The in-person initial evaluation will consist of an evaluation through discussions with leadership, faculty and staff, a review of documentation, and observations of the school’s academic program, staffing, special education, operations, and compliance. The School Turnaround Consultant will develop an evaluation template to assess the academic program, staffing, operations, and compliance. The results of the evaluation will used to determine the needs of the school in order to provide technical assistance necessary to turnaround the school from a low performing school to a quality school choice.

2) Focused in-person training: The School Turnaround Consultant will provide at least monthly focused onsite (minimum of 4 hours) in-person training and/or technical assistance to identified schools based upon the areas identified by the initial evaluation and approved by the Office. The in-person sessions will cover areas of need as identified, which may include special education, academic program, teacher evaluation and training, operations, and compliance. The School Turnaround Consultant will evaluate the turnaround efforts by the school and provide a written evaluation to the Office. Additional in-person sessions will be determined based upon need and coordinated by the Contractor and the Office. Travel costs for in-person sessions will be included in the rate for the School Turnaround Consultant. Individual travel costs will not be reimbursed outside of the agreed rate.

3) Support Sessions. The School Turnaround Consultant will provide at least 24 specialized one-hour virtual support sessions to identified turnaround school leaders and staff. These sessions are intended for school leadership, faculty and/or staff that require additional support or technical assistance based on observations during the initial evaluation, focused in-person training, and evaluations. Based upon need, session may be weekly or more frequently as determined by the evaluations and request of the Office. Multiple school staff may attend a single support session. The School Turnaround Consultant will provide monthly updates to the Office regarding the progress the school has made along with any issues or additional barriers that the school is still addressing.

The following items are added to the list of Deliverables and Associated Costs:

Deliverable Contractor Personnel Due Date/Occurrence Associated Cost

Leadership Training Support

Convocation and Mid-Year Sessions Leadership Trainer Fall/Winter and Spring

Annually $7,500.00 (Each)

Additional Professional Development Sessions In-Person Leadership Trainer As Needed $7,500.00 (Each)

School Leadership Evaluation Leadership Trainer Coordination w/ AIMS Visits, As Assigned $7,500.00 (Each)

Leadership Trainings Virtual One-Hour Leadership Trainer Monthly or Twice Monthly $1,550.00 (Each)

Support Sessions Virtual Leadership Trainer As Needed, As Assigned $375.00 (Each)

Turnaround Training Support

Virtual Support Sessions Turnaround Consultant and/or Subject Matter

Experts As Needed Hourly Rate

General In-person Visit / Technical Assistance

Turnaround Consultant and/or Subject Matter

Experts As Needed Hourly Rate

Focused In-person Training Turnaround Consultant and/or Subject Matter

Experts Monthly or Twice Monthly $1,550.00

In-person Onsite Evaluation

Project Lead, Turnaround, School Improvement, Compliance, and Educational Consultants

Initial Evaluation $15,000.00

* Amended to include Mutually Agreed Additions to Scope of Work, per Amendment 1, effective 07/11/25.

Index No. EDU144

* Page 5

COST SUMMARY

Sponsorship Operations, Compliance, and Support

CSP019332

UNSPSC CATEGORY CODE: 86130000

DESCRIPTION

UNIT OF

MEASURE COST

Project Lead (Staff Rate) Per Hour $ 60.00

Special Education Reviewer (Staff Rate) Per Hour $ 45.00

School Academic Improvement Consultant (Staff Rate) Per Hour $ 45.00

Sponsor Regional Representative (Staff Rate) Per Hour $ 36.00

Compliance Monitor (Staff Rate) Per Hour $ 45.00

Administrative Support (Staff Rate) Per Hour $ 30.00

** Leadership Trainer (Staff Rate) ** Per Deliverables ** See Chart

** Convocation and Mid-Year Sessions ** Each ** $ 7,500.00

** Additional Professional Development Sessions In-Person ** Each ** $ 7,500.00

** School Leadership Evaluation ** Each ** $ 7,500.00

** Leadership Trainings Virtual One-Hour ** Each ** $ 1,550.00

** Support Sessions Virtual ** Each ** $ 375.00

** Turnaround Consultant (Staff Rate) ** Per Hour ** $ 50.00

** Focused In-person Training ** Each ** $ 1,550.00

** In-person Onsite Evaluation ** Each ** $ 15,000.00

Annual GAAP Reporting, Monthly Time Tracking, Payroll and Accounting Services Annual $ 6,000.00

IT Services (Business Continuity Plan, IT Annual Security Testing, Risk Assessment Reviews) Annual $ 9,000.00

All costs must be in U.S. Dollars.

The State will not be responsible for any costs not identified.

There will be no additional reimbursement for travel or other related expenses.

* Amended for pagination, per Amendment 1, effective 07/11/25.

** Amended to update the Cost Summary to reflect Mutually Agreed Additions to Scope of Work, per Amendment 1, effective 07/11/25.

* Page 6

CONTRACTOR INDEX

CONTRACTOR AND TERMS: CONTRACT NO.: CSP019332

0000311472 TERMS: Net 30 Days Adkins and Company, LLC 460 Lake Haven Loop McDaniels, KY 40152

CONTRACTOR'S CONTACT:

Yvonne Adkins Telephone: (330) 800-6363 E-Mail: yvonne@adkinsandcompany.com

* Amended for pagination, per Amendment 1, effective 07/11/25.

mailto:yvonne@adkinsandcompany.com

* Page 7

SUMMARY OF AMENDMENTS

Amendment Number

Effective Date Description

1 07/11/25 This amendment is issued to include Mutually Agreed Additions to the Scope of Work, and to update the Cost Summary to reflect these additions. This amendment is also issued to repaginate the Contract and add a Summary of Amendments page.

* Amended to add Summary of Amendments page, per Amendment 1, effective 07/11/25.