NAGB 0008 NAEP Business Policy Task Force RFQ 080310.pdf

Attachment A

WORK STATEMENT

NATIONAL ASSESSMENT GOVERNING BOARD/

NAEP BUSINESS POLICY TASK FORCE

The National Assessment Governing Board (the Governing Board) was established by Congress to set policy for the National Assessment of Educational Progress (NAEP).

This includes taking appropriate actions to improve the form, content, use, and reporting of assessment results.

One key means for informing the Governing Board’s policy setting work is through expanded outreach to and input from targeted audiences across the nation. An important audience is the business community. Therefore, the Governing Board is working to expand the involvement of the business community in providing information and input on a range of policy initiatives.

As one approach toward this end, the Governing Board in March 2009 established the NAEP Business Policy Task Force, comprised of thirteen business leaders from across the nation. The purpose of the Task Force is to help the Governing Board improve the dissemination of NAEP data to the business community and to provide the perspective of the business commuity on NAEP policy issues and projects.

The Task Force conducted its inaugural day-long in-person meeting in October 2009, two meetings by WebEx, respectively, in February and April of 2010, and is expected to have its second in-person day-long meeting in September or October of 2010, supported by the current contractor, NORAL, under contract number EDNAG-09-P-0068. This represents the first year of the Task Force’s activities, for which NORAL provides support. Under NORAL’s contract the period of performance ends November 30, 2010.

The Task Force will continue for a second year, for which support will be required under this new contract.

During this second year, activities under this statement of work will include a kick-off meeting, development of potential agenda items, support for two one-day in-person meetings and support for up to four meetings by conference call. The first in person meeting for which the contractor shall be responsible has not been scheduled, however it is likely to occur in either January or February of 2011.

The remainder of the schedule is to be determined in cooperation with the Task Force members. Please see Attachment B for the list of Task Force members. The 13-member panel will discuss a wide range of issues related to improving the relevance of NAEP results to the business community, increasing the awareness of the business community about NAEP products and services, providing input for NAEP policy development, advising on the use of NAEP in reporting on the preparedness of 12th-grade students for postsecondary education and occupational training, and other topics.

Contract Activities and Deliverables The purpose of this contract is to provide support to the Governing Board in preparing for, conducting, and reporting on the Governing Board’s NAEP Business Policy Task Force meetings, both the two one-day meetings to be conducted in-person and up to four 1-2 hour meetings to be conducted by conference call/WebEx. The cost of travel, lodging and meals, and the costs of the meeting site shall be borne by the Governing Board. Logistics for arranging the meetings will be the responsibility of the Governing Board. Contractor support on-site at the meeting location for the in-person meetings will be required. The NAEP Business Policy Task Force members serve without honoraria.

Task 1: Meetings with COR

The contractor shall meet with the Contract Officer (CO) and the Contracting Officer’s Representative (COR) within 7 calendar days of the contract start date, expected no later than September 25, 2010, to introduce project staff and to discuss plans for and issues relating to the contract.

The contractor and COR also shall consult periodically throughout the period of the contract award on project matters, to plan for upcoming meetings, and to review the outcomes of completed meetings.

Task 2: Develop Potential Agenda Items for the Task Force to Address During its Second Year

Following guidance provided by the COR, the contractor shall conduct research to identify education issues of interest to the business community, particularly as they relate to testing and assessment. The media to be researched include, but are not limited to, journals, periodicals, newsletters, trade publications, and the Internet, where the focus or sponsor involves the business community’s interest in education.

The product of this research shall be a report describing the media reviewed, a description of and background on the issues identified, and the potential agenda items for the Task Force to address.

The contractor shall submit the final Agenda Report for the Task Force by

November 30, 2010, consistent with the schedule of deliverables below.

Task 3: Research

Following guidance provided by the COR, the contractor shall carry out a variety of research assignments in connection with the work of the task force, apart from meeting and conference call preparation. In general, this research will be Internet and library based. The contractor shall spend approximately 80 hours of research time over the performance period.

Task 4: Two In-Person Meetings

For the two one-day in-person meetings of the NAEP Business Policy Task Force, most likely to be conducted in Washington, D.C., the contractor shall prepare originals of meeting materials, per guidance of the COR, for reproduction and distribution by the Governing Board. The originals shall be prepared in a version of Word, Excel and PowerPoint agreed to by the COR and contractor. Originals shall be prepared according to a timetable agreed to by the COR, CO and contractor that will result in final originals being received by the COR, at least 7 working days prior to each meeting. The draft originals should be delivered by the contractor to the COR by 10 working days prior to the meeting.

In preparing the meeting materials, the contractor shall conduct research and gather extant materials, per guidance of the COR, and spend approximately 24 person hours per meeting doing so. Further, the contractor shall take notes at each meeting and prepare a summary of the meeting discussion, with emphasis on the issues raised and conclusions reached; the draft meeting summary shall be submitted to the CO for review no more than 7 calendar days following each meeting. The final meeting summary shall be submitted no more than 3 work days following receipt of comments from the COR.

Task 5: Four Meetings by Conference Call/WebEx

Four meetings by conference call/WebEx are anticipated during the contract performance period. The conference call/WebEx shall be arranged by the Governing Board using the U.S. Department of Education WebEx system. The contractor shall assist in the conduct of each such meeting, per guidance from the COR. A particular skill that is required of the contractor is the ability to summarize the main points of complex discussions as they are occurring and key these summary statements for view and concurrence as the discussion unfolds; the contractor must demonstrate that it will meet this requirement in its response to this statement of work.

The contractor shall prepare originals of meeting materials, per guidance of the COR, for reproduction and distribution by the Governing Board. In preparing the meeting materials, the contractor shall conduct research and gather extant materials, as needed, per guidance of the COR, and spend approximately 12 person hours doing so per meeting. The contractor also shall assist with the preparation of PowerPoint presentations to be used in conjunction with the WebEx, per guidance of the COR.

The originals shall be prepared in a version of Word, Excel and PowerPoint agreed to by the COR and contractor. Originals shall be prepared according to a timetable agreed to by the COR, CO and contractor that will result in final originals being received by the COR, at least 7 working days prior to each meeting. The draft originals should be delivered by the contractor to the COR by 10 working days prior to the meeting.

The contractor shall take notes at each meeting and prepare a draft summary of the meeting discussion, with emphasis on the issues raised and conclusions reached; the draft summary shall be submitted to the CO for review no more than 7 calendar days following each meeting. The final summary shall be submitted no more than 3 work days following the receipt of comments from the COR.

Deliverable Schedule

Deliverable for each meeting Due Date (all are calendar days unless otherwise specified) Task 1: Kick-off Meeting notes 3 working days after Kick-off Meeting

Task 2: Draft Task Force Agenda

November 15, 2010

Task 2: Final Task Force Agenda Report November 30, 2010 Task 3: Research Reports Mutually agreed upon at the time of assignment Task 4: Draft original of Meeting materials 10 working days prior to each meeting Task 4: Final original of Meeting materials 7 working days prior to each meeting Task 4: Draft Meeting Summary Report 7 days after each meeting Task 4: Final Meeting Summary Report 3 working days after receipt of COR comments Task 5: Draft original of conference call meeting materials

10 working days prior to each conference call

Task 5: Final original of conference call meeting materials

7 working days prior to each conference call

Task 5: Draft of PowerPoint presentation for WebEx meetings

7 days from COR request

Task 5: Final PowerPoint presentation for WebEx meetings

2 days from COR review of draft

Task 5: Draft Meeting Summary Report 7 calendar days after each meeting Task 5: Final Meeting Summary Report 3 working days after receipt of COR comments Monthly Reports Due on the 15th calendar day of the month*

* Or a date negotiated with the contractor that fits their fiscal cycle.Payment Schedule

Invoices will be submitted electronically on a monthly basis to NAGBINVOICING@ED.GOV. If the invoice is acceptable, an electronic payment will be made by the Governing Board within 30 days of acceptance of the invoice. Each invoice will include a narrative of the work completed for the billing cycle, with sufficient detail to support the costs included in the invoice.

Period of Performance The period of performance for contract is from September 25, 2010 through September 24, 2011.

Address for Project Deliverables The contractor shall submit deliverables directly to the Contract Officer, Moira Baran, at Moira.Baran@ed.gov, and cc: the Contracting Officer’s Technical Representative (COR), Ray Fields, Ray.Fields@ed.gov.

Contracting Officer’s Representative Ray Fields Assistant Director for Policy and Research Ray.Fields@ed.gov National Assessment Governing Board 800 North Capitol Street, N.W., Suite 825 Washington, DC 20002-4233 Telephone: (202) 357-6938

Points of Contact The Governing Board technical point of contact for this task order is Ray Fields, who can be reached at (202) 357-0395 or via email at Ray.Fields@ed.gov. All contractual communications shall be addressed to Moira Baran, the Governing Board Contracting Officer at (202) 357-0392.

Instructions to Offerors:

A cost reimbursement purchase order is contemplated by the Governing Board. Please submit a technical proposal and a business/cost proposal. In the business/cost proposal include a task by task budget over the performance period and a page with a summary of all the major cost categories. The NAEP Business Policy Task Force members serve without honoraria. The Governing Board does pay the Members travel costs (lodging, per diem, ground transportation, etc.), separate from this contract. Please include your organization’s most recent indirect cost rate agreement with its cognizant agency.

These are suggested hours of tasks for budgeting purposes, but are not all inclusive.

Task 2: Develop Potential Agenda Items The offeror should plan for approximately 120 labor hours of research time over the performance period.

Task 3: Research The offeror should plan for approximately 80 labor hours of research time over the performance period.

Task 4: Two In-Person Meetings The offeror should plan for approximately 24 labor hours for research and materials gathering for each of the two in-person meetings.

Task 5: Four Meetings by Conference Call/WebEx The offeror shall plan for approximately 12 labor hours for research and materials gathering for each of the meetings by conference call/WebEx.

Attachment B

NAEP Business Policy Task Force Members

Phyllis A. Hudecki – Task Force Chair

Phyllis Hudecki serves as Executive Director for the Oklahoma Business and Education Coalition. Ms. Hudecki is responsible for directing the work of OBEC, which includes benchmarking Oklahoma’s curriculum standards with the best national and international standards, analyzing state tests and alignment of tests to standards, among other initiatives to make Oklahoma a world leader in public education. Ms. Hudecki also served for nine years as the Associate Director for the National Center for Research in Vocational Education at the University of California-Berkeley.

The Oklahoma Business and Education Coalition is a partnership of business and education leaders who are committed to continually improving the quality of Oklahoma's K-12 public education.

Lloyd G. Jackson II – Task Force Vice Chair

Lloyd Jackson is the President of Jackson Gas Company. From 1995-2003, Mr. Jackson served as chair of the West Virginia Senate Education Committee, chair of the Finance Subcommittee on Education Funding and co-chair of the Legislative Oversight Commission on Education Accountability. He was an active member of the Southern Regional Education Board where he sat on both the Executive Committee and the Finance Committee, and Chaired the Legislative Advisory Council. In 2002, Mr. Jackson served a short term on the West Virginia Board of Education.

Mr. Jackson and his family have been involved in the natural gas industry for over a century. Jackson Gas Company is a natural gas production business started by Mr.

Jackson’s father in the late 1940’s. Today Jackson Gas Company and its affiliates own or operate over 350 wells in southern West Virginia.

Michael A. Bettersworth

Michael Bettersworth is the Associate Vice Chancellor for Technology Advancement at the Texas State Technical College where he provides leadership on relevant policy issues, emerging workforce trends and external relations. He has published numerous studies on emerging occupations and technical education. In 2007, he authored a Texas State Technical College Legislative Update paper called, “Looming Reduction in Texas Skilled Workforce Capacity.” Mr. Bettersworth recently served on a review panel overseeing the rewrite of the Texas inventory of secondary career and technical courses.

The Texas State Technical System includes four colleges and more than 15,000 students.

It is the only state-supported technical college system in Texas and is ranked number one in the nation for engineering graduates among two-year colleges. TSTC is helping Texas meet the high-tech challenges of today’s global economy, in partnership with business and industry, government agencies, and other educational institutions.

James E. Bostic, Jr.

James Bostic is a retired Executive Vice President of the Georgia-Pacific Corporation where his work focused on environmental affairs, government affairs, communications, and administrative services. A 20-year veteran of the company, Mr. Bostic’s earlier roles included Group Vice President of the Communication Papers Division, General Manager of the Commercial Products & Systems Division, Director of Sales Operations for the Consumer Tissue Group. Mr. Bostic is a member of the Board of Directors for ACT, Inc., and a member of the Georgia State Board of Education.

Georgia-Pacific is one of the world's leading manufacturers of tissue, pulp, paper, packaging, building products and related chemicals. The company has approximately 300 manufacturing facilities across North America, South America and Europe.

Tyler Cramer

Tyler Cramer is the Chair and Acting Chief Executive Officer of the Business Roundtable for Education Foundation. He also serves as an Advisory Board Member to the Center for Education Policy and Law at the University of San Diego, and he is a Director for the Gompers Charter Middle School. Mr. Cramer is a principal attorney for Tyler W. Cramer, A Law Corporation, and of counsel to Duckor, Spradling, Metzger &Wynne, A L.C. Tyler’s practice focuses on advising and representing clients in business, real estate and financing transactions.

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Jon Eric Gustafson

Jon Eric Gustafson is the Workforce Development Manager for Lockheed Martin Aeronautics. In Mr. Gustafson’s role, he led the Aerospace Manufacturing Training Program (AMTP) curriculum design team, including a team of industry experts and representatives from secondary, post-secondary, and higher education to define engineering and manufacturing entry-level workforce skills requirements. Mr. Gustafson has also served as an industry representative on the task forces for the Texas Higher Education Coordinating Board and the Texas Business and Education Coalition.

Lockheed Martin is a global security company that employs about 146,000 people worldwide, and is principally engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems, products and services.

Preston Johnson, Jr.

Preston Johnson has more than 25 years of leadership experience in finance, business, employee development and human resource management, and currently serves as Senior Vice President of Human Resources at McDermott International, Inc. Prior to McDermott, Mr. Johnson was Vice President of Human Resources for Anadarko Petroleum Corporation and Senior Vice President of Human Resources and Shared Services for CenterPoint Energy. From 1977-2000, Mr. Johnson held roles of increasing responsibility at Dow Chemical, ultimately serving as Global Director of Human Resources. Mr. Johnson serves on the President’s Advisory Circle and the Business Advisory Board for Sam Houston State University and the Texas Business and Education Coalition Board of Directors.

McDermott is a leading engineering and construction company, with specialty manufacturing and service capabilities. The Company provides its services to a variety of customers in the energy and power industries, including the U.S. Government.

McDermott operates in more than 20 countries and has over 25,000 employees.

Michelle McGlinchey

Michelle McGlinchey is a Senior Recruiter and Talent Acquisition Specialist for the M.A. Mortenson Company where she manages the recruiting function for entry-level engineers, resulting in 170 annual hires. Ms. McGlinchey also partners with local schools and universities to prepare students for interviewing, and she develops and implements the hiring policies and procedures for nationwide recruiting initiatives.

M. A. Mortenson Company is one of the largest builders in the US, with operations in 48 states. Its design and build projects include the FedExForum, home of the NBA's Memphis Grizzlies, and the Walt Disney Concert Hall, home of the Los Angeles Philharmonic Orchestra. Mortenson also has operations in biofuels and energy construction, targeting the growing renewable energy sector with projects including wind farms and biofuel facilities. Other construction ranges from real estate development to health care to government facilities.

William A. Shore

William Shore is the Director of U.S. Community Partnerships for GlaxoSmithKline where he is responsible for building relationships with key US external stakeholders and developing GSK’s reputation and commitment as an intelligent and responsible corporate social investor. Mr. Shore also currently serves as Chairman of the N.C. Communities-in- Schools Board of Directors, Chairman of the Students Affairs Advisory Board at the University of North Carolina at Chapel Hill, Chairman of the Business Advisory Council for Durham Public Schools, and Chairman of the Institute for a Competitive Workforce (ICW) Board of Directors at the U.S. Chamber of Commerce. Mr. Shore also recently served as a member of the Education Leadership Committee which was co-chaired by the State Board of Education and the University of North Carolina System and was a founding member of the U.S. Business Education Network at the U.S. Chamber of Commerce.

Headquartered in the UK and with operations based in the US, GlaxoSmithKline is a pharmaceutical industry leader, with an estimated seven percent of the world's pharmaceutical market. GSK has a challenging and inspiring mission: to improve the quality of human life by enabling people to do more, feel better and live longer. This mission gives GSK the purpose to develop innovative medicines and products that help millions of people.

Esther Silver-Parker

Esther Silver-Parker is President and CEO of The SilverParker Group, a consultancy specializing in corporate reputation, corporate social responsibility, and public relations.

Before opening her firm in 2010, she served as Senior Vice President of Corporate Affairs at Walmart Stores, Inc. At Walmart, she was charged with the strategic planning and execution of Walmart’s corporate social responsibililty, in the U.S. and women stakeholders in countries around the world, where Walmart does business. In addition, she focused on issues that impact emerging markets and small businesses. Prior to this position, she served as Senior Vice President of Diversity Relations for Walmart and was responsible for strategic planning and execution of Walmart’s diversity strategy, as it relates to its market entry, supplier development, philanthropy, community relations, key nation streng the co She d dollar

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