Statement_of_Work.pdf

Statement of Work

Project Title: Promoting Supportive and Inclusive Campus Climates in

Science, Technology, Engineering, and Math (STEM) Fields

Period of Performance: Base Year: September 29, 2016 – September 28, 2017

Option Year 1: September 29, 2017 – September 28, 2018

Purpose of Contract:

The purpose of this contract is to provide initial program design and stakeholder engagement with logistical, public relations, and administrative support for an Initiative to promote supportive and inclusive campus climates in science, technology, engineering, and math (STEM) fields (herein referred to as “the campus climate Initiative” or simply “the Initiative”), as campus climates critically impact the long-term success of students in STEM careers. The Initiative, sponsored by the National Institutes of Health (NIH) Chief Officer for Scientific Workforce Diversity (COSWD), is in support for the compelling priorities and urgent needs identified by the Federal Coordination Subcommittee on STEM Education (FC-STEM) Interagency Working Group on Broadening Participation in STEM (BP-IWG). Tasks proposed in this Statement of Work (SOW) include: 1) develop an implementation plan for the campus climate Initiative to define goals, activities, and participants for the Initiative, 2) design and facilitate a kick-off meeting with a select group of university and colleges leadership and campus climate scholars to promote the Initiative, and 3) design and facilitate webinars to increase participation of all institutions to make commitments related to supportive and inclusive campus climates.

Background:

The FC-STEM BP-IWG, with direction from the Committee on STEM Education (CoSTEM) and the National Science and Technology Council (NSTC), identified campus climate as a key influencer of long-term success of underrepresented groups in STEM, and subsequently has placed high priority on developing mechanisms to address this issue more effectively. The NIH COSWD, who serves as the Department of Health and Human Services (HHS) representative to FC-STEM and FC-STEM BP- IWG co-chair along with the representative from the National Science Foundation (NSF), is leading an effort to engage campus climate experts, university leadership, government officials, and private industry stakeholders to expand campus climate knowledge sharing and accountability.

The overarching goals of the Initiative are two-fold: 1) develop inward, agency-focused deliverables, such as language around or a framework for the support of research and practice related to growing STEM participation through supportive campus climates, and 2) foster intentional institutional and community commitments to supporting inclusive campus climates.

The tasks proposed in this SOW are meant to form the foundation for ongoing engagement with key stakeholders through public commitment to creating and/or sustaining inclusive campus climates, enhanced information sharing and assessment, production of guiding documents to aid policy development and academic efforts that address campus climate, and preparation work that will lead to a campus climate convening. The Initiative is primarily focused on the compelling and urgent need to develop an understanding and strategies to address inclusive campus climates with respect to underrepresented minority groups (URGs), to understand the issues related to campus climate and to create unique strategies that leads to inclusive/sustainable campus climates for all.

Defining a Supportive Campus Climate A supportive campus climate in the context of diversity and inclusion focuses on current attitudes, behaviors, and standards of practice of employees and students of an institution that concern the access for, inclusion of, and level of respect for all individual and group needs, abilities, and potential (Rankin & Reason, 2008 – See Attachment A for a list of background literature). Supportive campus climates have been regarded to include (but are not limited to) the following components:

● Support and retention: Provides support necessary for success once students arrive on campus, acknowledging that students arrive through diverse pathways

● Research and scholarship: Rewards faculty for work on inclusion, civic engagement, and scholarship around social justice

● Inter- and intragroup relations: Promotes educational and programmatic interventions to break down barriers to cross-group engagement and facilitate intergroup and intragroup interactions

● Institutional policies and programs: Visibly, systematically, and proactively implements clear policies for addressing harassment and discrimination while providing written and verbal commitments to freedom of expression, diversity, inclusion, and accountability

● External relations: Utilizes governmental policies, programs, and Initiatives to further institutional goals

● Curriculum & pedagogy: Infuses social justice courses, innovative pedagogies, and other proactive educational interventions to raise awareness and promote understanding

● Assessment: Employs continuous measurement and assessment

● Institutional history and context: Attends to the variety of important signals that influence whether students and other community members feel welcome on campus

FC-STEM BP-IWG Focus on Inclusive Campus Climate In 2014, FC-STEM established and designated an Interagency Working Group on Broadening Participation in STEM (BP-IWG) to advise and assist FC-STEM on the implementation of the Federal Science, Technology, Engineering, and Mathematics (STEM) Education 5-Year Strategic Plan as it relates to the broadening participation of underrepresented groups in STEM. The BP-IWG makes recommendations to FC-STEM related to the goals of the Plan associated with short-, medium-, and long-term implementation and coordination goals in each of the STEM education priority areas. To facilitate implementation of the Plan, the BP-IWG reports to the FC-STEM in each of the following areas:

● Programmatic efforts to support priority goal implementation related to broadening participation in STEM;

● Models that optimize agency capabilities and coordination across agencies to achieve the most significant impact of Federal Investments to broaden participation in STEM; and

● Effective and promising programs and practices that could be used across agencies and shared with the public to improve the impact of the Federal investment to broaden participation.

While it is clear and encouraging that there is an overall increase in college enrollment of underrepresented groups in STEM fields, the National Academy of Sciences (NAS) report, Expanding Underrepresented Minority Participation cited that STEM degree completion rates for underrepresented minorities (URMs) were still lower than that of White and Asian students.

Moreover, URMs attending two-year colleges are less likely to major in STEM subjects and earn https://www.whitehouse.gov/sites/default/files/microsites/ostp/stem_stratplan_2013.pdf https://www.whitehouse.gov/sites/default/files/microsites/ostp/stem_stratplan_2013.pdf https://www.whitehouse.gov/sites/default/files/microsites/ostp/stem_stratplan_2013.pdf

STEM degrees. The role of campus climate cannot be overlooked when determining and implementing strategies to sustain diverse STEM representation on campuses or in the long-term workforce.

The following federal agencies are represented in FC-STEM: Department of Agriculture;

Department of Commerce; Department of Defense; Department of Education; Department of Energy, HHS (NIH serves as the representative for HHS and the NIH COSWD serves as co-chair of the BP-IWG); Department of Homeland Security; Department of Justice; Department of the Interior;

Department of Transportation; Environmental Protection Agency; National Aeronautics and Space Administration; NSF (co-chair of the BP-IWG); and Smithsonian Institution.

The following components of the Executive Office of the President are also represented on the FC- STEM: Domestic Policy Council; National Economic Council; Office of Management and Budget; and Office of Science of Technology and Policy.

Section 508 Requirements This language is applicable to Statements of Work (SOW) or Performance Work Statements (PWS) generated by the Department of Health and Human Services (HHS) that require a contractor or consultant to (1) produce content in any format that could be placed on a Department-owned or Department-funded Web site; or (2) write, create or produce any communications materials intended for public or internal use; to include reports, documents, charts, posters, presentations (such as Microsoft PowerPoint) or video material that could be placed on a Department-owned or Department-funded Web site.

Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d) requires Federal agencies to purchase electronic and information technologies (EIT) that meet specific accessibility standards. This law helps to ensure that federal employees with disabilities have access to, and use of, the information and data they need to do their jobs. Furthermore, this law ensures that members of the public with disabilities have the ability to access government information and services.

There are three regulations addressing the requirements detailed in Section 508. The Section 508 technical and functional standards are codified at 36 CFR Part 1194 and may be accessed through the Access Board’s Web site at http://www.access-board.gov. The second regulation issued to implement Section 508 is the Federal Acquisition Regulation (FAR). FAR Part 39.2 requires that agency acquisitions of Electronic and Information Technology (EIT) comply with the Access Board’s standards. The entire FAR is found at Chapter 1 of the Code of Federal Register (CFR) Title 48, located at http://www.acquisition.gov. The FAR rule implementing Section 508 can be found at http://www.section508.gov. The third applicable regulation is the HHS Acquisition Regulation

(HHSAR).

Printing:

All printing must be accomplished by the contractor. All developed materials for printing should include review and approval by the COR, PM, and BP-IWG co-chairs, and include reference to the National Institutes of Health, Office of the Director, Chief Officer for Scientific Workforce Diversity, as well as the FC-STEM and relevant partner agencies.

Government Furnished Information:

The Government will furnish information necessary to fulfill this contract as needed.

Government Furnished Property:

None

Rights in Data:

The Government retains all rights to all data and reports compiled as a result of this task order.

Information furnished to or generated by the Contractor in the performance of this task order shall NOT be released to the public by the Contractor without the prior approval of the task order project monitor.

Deliverables and Delivery Schedule:

Base Year Tasks

Task 1 Ongoing Communication, Monthly Reports and Meetings

The contractor shall provide a detailed monthly progress report to the COR and PM, indicating the activities performed in the month by task. In addition to submission of a monthly report, the contractor shall schedule a standing virtual, monthly strategic status meeting with the PM and COR; the BP-IWG co-chairs will join as available. Discussion will focus on the most pertinent information related to the below, as determined by the contractor.

Details of the written monthly report will include:

Alerts

● Include staff changes

● Include budget and/or rate changes

● Include budget concerns at a high level, if any

● Note if awaiting feedback from COR or other project personnel

● Note if timeline concerns exist, if any

● Note if there are significant changes to any deliverables in the following sections

● Note if key resources are missing, or if further input from BP-IWG or other project personnel is needed

Narrative Progress Report

● The contractor and PM shall determine necessary level of detail for each of the below.

● Discussion of progress made in completing each task during the reporting period.

● Discussion of problems and issues encountered during the reporting period and steps taken or proposed steps to resolve them.

● Planned activities for the next reporting period.

Budget Progress Report

● Address any budget issues that arise for any task (any actual or projected overspending or significant under spending compared to amounts budgeted).

● The contractor and PM shall determine the necessary frequency of shared expenditure data showing spending vs. budget by task, cumulative expenditures and the balance remaining.

The narrative and budget progress reports shall be delivered to the COR in conjunction with an electronic copy of the monthly invoices, submitted no later than the 15th of each month unless another schedule is approved by the COR.

Subtask 1a: The contractor shall develop a draft agenda for all in-person meetings or conference calls with the COR, PM, and BP-IWG co-chairs and representatives two

(2) business days prior to the scheduled meeting.

Subtask 1b: The contractor shall draft and electronically share the memorandum of meeting and action items that were discussed at the project status meetings with the COR and PM within three (3) business days following the meetings.

Task 1.1 Final versions of all electronic and printed materials for events to COR

The contractor shall ensure the COR has received all final versions of electronic and printed materials, completed in the previous month, within two (5) business days of invoice.

Task 2 Strategy and Implementation Plan for the Campus Climate Initiative

Task 2.1: Initial orientation meeting with the COR, Program Manager (PM), BP-IWG co-chairs, and contractor

The purpose of the initial orientation meeting is to allow the contractor to obtain input and guidance from federal staff and discuss the overarching goals of the Initiative.

Subtask 2.1a: The initial orientation meeting shall convene in person at NIH, NSF, or at the contractor’s office within two (2) weeks following the issuance of the Award. Per subtask 1.6a, an agenda will be made available two business (2) days prior to the meeting.

Subtask 2.1b: The contractor shall draft and electronically share the memorandum of meeting and action items that were discussed at the initial orientation meeting with the COR, PM, BP-IWG co-chairs and representatives within three (3) weeks following the issuance of the Award.

Task 2.2: Work plan, timeline, and deliverable dates

Subtask 2.2a: The contractor shall electronically submit a draft work plan and timeline for the Initiative within four (4) weeks following the issuance of the Award to the COR, PM, and BP co-chairs following any necessary input to be discussed at the initial orientation meeting (see Subtask 2.1). Revisions to the draft work plan will be submitted to the contractor within one (1) weeks of receiving the draft work plan and timeline.

Subtask 2.2b: The contractor shall electronically submit a revised draft of a work plan and timeline for the Initiative, within one (1) week following the feedback from the COR, PM, and BP co-chairs. Revisions to the revised work plan shall be submitted to the contractor within one (1) week of receiving the revised work plan and timeline.

Subtask 2.2c: The contractor shall electronically submit the final version of a work plan and timeline for the Initiative one (1) week following receipt of feedback.

Task 2.3 Initiate marketing and public relations campaign for the Campus Climate

Initiative

The contractor shall engage internal and external marketing and public relations experts to assist with the development of the respective strategies, including the design of a sign-on campaign for college and university presidents. The campaign will consist of a mix of traditional and social media and will utilize the Contractor’s already well developed marketing and public relations channels. The marketing and public relations campaign will go hand-in-hand with the digital platform development (see task 2.4)

Subtask 2.3b: The marketing and branding meeting shall convene in person or via conference call following the strategy and implementation planning period. Per subtask 1.6a, an agenda will be made available two (2) business days prior to the meeting.

Subtask 2.3c: The contractor shall draft and electronically share the memorandum of meeting and action items that were discussed at the marketing and branding meeting with the COR, PM, and BP-IWG co-chairs and representatives within three

(3) business days following the marketing and branding meeting.

Subtask 2.3d: The contractor shall electronically submit to the COR, PM and BP- IWG co- chairs the work plan and timeline for the marketing and branding campaign at the time that it is finalized. Since this document will evolve over the course of the campaign, only a high level summary will be provided; a detailed version will be shared with the PM as appropriate during monthly reports and check-ins (see task 1).

Subtask 2.3f: The marketing and public relations campaign will be ongoing throughout the life of the project and will further consist of three scheduled, public sign-on moments for institutions beyond the inaugural ten campuses (see task 3).

This plan will further support all Initiative activities described in this document.

Task 2.4 Digital platform development

The contractor shall engage web development experts to build a microsite for the Initiative, which will be highly visible on the contractor’s website.

Subtask 2.4a: The microsite will showcase content relevant to the Initiative, including: the sign-on campaign collateral and running list of institutions; a profile of the ten inaugural institutions derived from data gathered during the virtual site visits (see task 3); curated content and resources for institutions on how to build and sustain positive campus and STEM climates, including but not limited to:

contemporary research and practice models acquired through partner organizations and scholars in the field; links to industry news stories featuring the work of partner and other institutions; links to related research centers and Initiatives; a running blog series authored by leading scholars and practitioners; and ongoing climate-focused research conducted by the contractor.

Subtask 2.4b: The contractor shall engage the COR, PM, and BP-IWG co-chairs and representatives once the microsite design is near final form for review and feedback. The timing of this activity will be decided upon by the contractor and PM once the overall project timeline is determined.

Subtask 2.4c: The contractor shall provide ongoing technical and content support for the microsite for the duration of the Award and will assume full ownership of the site upon the completion of the project.

Task 3 Institution Selection and Virtual Site Visits

This is an opportunity for the contractor and BP-IWG co-chairs to select and engage

10 inaugural colleges and universities to sign-on to the Initiative. Following sign-on, the contractor and BP-IWG co-chairs and other representatives shall engage in virtual site visits to gain information on climate work being done at the institutions and to gather data in order to profile the inaugural group of ten on the Initiative’s microsite (see task 2.4).

Task 3.1 Institution Selection

The contractor shall lead the selection of up to ten inaugural institutions for which their respective president/chancellor will “sign-on” to the Initiative.

Subtask 3.1a: Using an already developed list of over 50 institutions that meet initial Initiative criteria (see Appendix C) as a jumping off point, the contractor will present a list of 20-25 institutions for consideration.

Subtask 3.1b: The contractor shall perform the needed additional research to “vet” institutions, which may include but is not limited to: review of publicly available institutional data including racial and ethnic student body diversity, graduation rates, and credentials awarded in STEM disciplines; scan of media reports on respective institutions, particularly as it concerns issues related to climate; a review of institutional mission statements and public pronouncements, with an eye toward statements on diversity, equity, inclusion, and climate; and conversations with peer associations and any scholars working with institutions on issues related to climate.

Subtask 3.1c: The contractor will send the COR, PM and BP-IWG co-chairs the list of

20-25 institutions for consideration five to seven (5-7) business days prior to the in-person or virtual meeting to discuss this ‘short list’ of institutions. This turnaround time may be adjusted as agreed upon by the contractor and PM. Per subtask 1.6a, an agenda will be made available two (2) business days prior to the meeting.

Subtask 3.1d: At the in-person or virtual meeting, the contractor will present the initial list of 20-25 institutions. The PM and BP-IWG co-chairs will share feedback on the list of institutions.

Subtask 3.1e: From the list of 20-25 institutions, the contractor shall select 10 institutions for ultimate consideration and will then engage in direct outreach to institutional leadership and relevant practitioners to ascertain level of activity around climate issues and level of interest in the Initiative. If a given institution is not deemed sufficiently active or interested in the Initiative, the contractor will move to another institution on the list until 10 are ultimately selected and confirmed.

Task 3.2 Virtual Site Visits and Campus Teams

The contractor will plan virtual site visits to garner additional buy-in and gain a deeper understanding of climate activities at the 10 inaugural institutions. Visiting with university and college presidents, their leadership team, and practitioners provides an opportunity to learn about the challenges and opportunities in providing supportive campus and STEM climates for students from diverse backgrounds. Meetings will be by phone and/or Skype or Blue Jeans (the contractor’s virtual meeting software).

Subtask 3.2a: The contractor shall develop a draft agenda and supplementary materials for a meeting to review the virtual site visit strategy and protocols with the COR, PM, and BP-IWG co-chairs and representatives. These materials will be made available two (2) business days prior to the meeting.

Subtask 3.2b: At the in-person or virtual meeting, the contractor will discuss with the PM and BP-IWG co-chairs roles and responsibilities for those attending virtual site visit (video) calls.

Subtask 3.2c: The contractor shall prepare and electronically share the memorandum of meeting, action items, and supplementary materials discussed at the planning meeting within five (5) business days of the planning meeting and will share the virtual site visit schedule as it comes available.

Subtask 3.2d: The contractor shall schedule and conduct the ten virtual site visits, which will consist of one-on-one and/or group (video) calls with up to 7 representatives from each campus including the president/chancellor, provost, chief diversity officer, senior student affairs administrator, STEM department chair(s), and staff responsible for support services targeted towards underrepresented groups and other climate-related activities. Content gathered during the visits will be used to profile the inaugural institutions on the virtual platform (see task 2.4).

Other uses of these data will be discussed with the PM.

Subtask 3.2e: As a part of their commitment, presidents will be asked to appoint a campus team to serve as points of contact for additional content creation (e.g., sharing of practices) and to engage themselves and others in project activities and deliverables. Each campus will have a team lead who will be the primary liaison to the contractor and who will participate in the virtual site visits.

Option Year 1 Tasks

Option Year Task 1 Initiative Launch

The Initiative launch will bring 10 inaugural institutional partners and other important stakeholders to Washington, DC, to engage in the public sign-on. Kick-off events will be infused into the contractor’s annual conference--the 99th American Council on Education Annual Meeting, taking place March 11-14, 2017, in Washington, DC. The meeting is widely recognized as the country’s most distinguished higher education event, convening nearly 2,000 leaders from deans to presidents and from all institutional types.

Option Year Task 1.1 Planning for the Initiative launch

Subtask 1.1a: The contractor shall submit to the COR, PM, and BP-IWG co-chairs tentative plans for the kick-off meeting including prospective (additional) attendees, speakers, and order of events. The contractor will engage the ACE Annual Meeting content chair and program committee for the appropriate venues within which to highlight the Initiative and the best day/time for the formal launch event.

Subtask 1.1b: A planning meeting for the Initiative launch shall be set by the contractor and will convene in person or via conference call. Attendees will include the COR, PM, and BP-IWG co-chairs and representatives. Per subtask 1a, an agenda will be made available two (2) business days prior to the meeting. A major focus of the planning meeting will be identifying targeted attendees and making sure the right stakeholders are in attendance. Targeted attendees may be from the scholarly, civil rights, think tank, and practice-focused communities.

Subtask 1.1c: The contractor shall draft and electronically share the memorandum of meeting and action items that were discussed at the planning meeting with the COR, PM, and BP-IWG co-chairs and representatives within five (5) business days of the call. It is expected that additional follow-up calls or memoranda may be needed and will be coordinated with the PM.

Subtask 1.1d: The launch event will be livestreamed and made available on the Initiative’s microsite. The funds for this activity are not reflected in the current SOW; the activity is contingent on funding support from NSF, BP-IWG co-chair.

“In accordance with Section 1.2 A of HHS policy, program review/kickoffs are not considered conferences and are exempt from the request and approval and reporting requirements of the policy. They are based on the travel purpose codes as outlined in Appendix C to Chapter 301 of the FTR. Therefore, any travel authorized for such meetings/events should apply the relevant codes (travel to conferences should be coded as: Conference - Other Than Training).”

Option Year Task 1.2 Hosting the Initiative launch

Subtask 1.2a: The Initiative launch will take place during the 99th ACE Annual Meeting. Events associated with the launch will be mapped out during the implementation planning period and will be finalized in or around January, 2017.

Initial ideas are to integrate launch announcements into a presidents-only session and concurrent session open to all meeting participants (with additional activities tbd). A separate stand-alone event will also be considered. Event goals are to foster dialogue on the challenges, gaps, and opportunities for improving campus and STEM climates and to garner public and media attention for the Initiative.

Subtask 1.2b: Other participants (in addition to ACE Annual Meeting attendees) will consist of a mix of 1-2 representatives from each of the 10 inaugural institutions, campus climate scholars and other experts, and staff from NIH, NSF, FC- STEM, and BP-IWG. The contractor will work with the PM to identify the appropriate steps to take in the invitation and travel of said individuals to launch events.

The 1-2 representatives from each of the 10 inaugural institutions invited will require travel arrangements and one to two (1-2) nights of lodging accommodations for up to twelve (12) site visits. The contractor shall submit to COR and PM the representatives invited, who will require travel arrangements and hotel accommodations.

● Make travel arrangements :

○ Hotel accommodations

○ Travel fares will be economy or coach class only

○ Reimbursable and non-reimbursable tickets will be considered

○ Costs reflected in budget are based on an average fare and subject to change

○ Tickets exceeding budget constraints require authorization from the

COR

○ The contractor will review itineraries for accuracy and will follow up with changes as required

Subtask 1.2c: Concurrent with the Initiative launch is the launch of the digital platform.

Option Year Task 2 Webinar and Research-to-Practice Brief Series

The Initiative shall provide webinar opportunities for college and university leadership to hear from scholars and other experts in the field and to engage with one another on promising practices to create and support positive climates. The webinars will also prominently feature the institutions that have signed on to the Initiative.

The current SOW covers one webinar and one brief. The additional two webinars and briefs are contingent on funding support from NSF, BP-IWG co-chair.

Task 2.1: Host Webinar and Produce Subsequent Research and Practice Brief to Post on

Microsite

Subtask 2.1a: The webinar series shall commence in the Fall of 2017 and run over a period of three months with the option to start the series in the prior summer and/or continue the series into January of 2018. The webinar covered by the current SOW will be the first in the series.

Subtask 2.1b: The contractor shall ensure arrangements for use of equipment and software to host the webinar, which will take place at the contractor’s headquarters in Washington, DC.

Subtask 2.1c: The content focus of the webinar, speakers, and targeted attendees will be confirmed as part of the Initiative’s strategy implementation planning period (see task 2). Feedback from the BP IWG co-chairs is critical to this subtask as it has been expressed that there are particular areas of interest to the broader IWG.

Expected speakers include leading scholars and practitioners working on issues related to campus and STEM climates.

Subtask 2.1d: Content used in the webinar (provided by the speakers) and the findings gleaned from webinar participants (e.g., emergent themes from the dialogue) will inform a subsequent research-to-practice brief. Additional content focused on implementation and planning may also be produced. The brief will be roughly 10-15 pages in length and will be reviewed by the PM and BP IWG co-chair as part of the editorial process. This timeline will be negotiated between the contractor and PM as part of the implementation planning phase (see task 2).

Option Year Task 3 Continued Implementation of Marketing and Public Relations Strategy

Subtask 3.1a: The contractor shall continue engagement of internal and external marketing and public relations experts to execute of the respective strategies, including the ongoing sign-on campaign and marketing of content released on the digital platform (see task 2.4).

Subtask 3.1b: A major component of the marketing and public relations campaign is the ongoing sign-on by college and university presidents. Following the Initiative launch (see optional task 1), the first sign-on round will occur in May 2017 with a second round following the conclusion of the webinar series in September 2017.

The third and final sign-on round will occur in April 2018, preceding the project’s culminating research and practice convening (for which additional funding will be sought). As a part of their commitment, presidents will be asked to appoint a campus team to serve as points of contact for content creation (e.g., sharing of practices) and to engage themselves and others in project activities and deliverables.

Option Year Task 4 Continued Development of a Sustainable Digital Platform

Subtask 4.1a: The curation of content for the digital platform will continue and will include: ongoing institutional sign-on activity (see optional task 3); contemporary research and practice models acquired through partner organizations and scholars in the field; links to industry news stories featuring the work of partner and other institutions; links to related research centers and Initiatives; a running blog series authored by leading scholars and practitioners; and ongoing climate-focused research conducted by the contractor.

Subtask 4.1b: The Initiative’s webinars and corresponding research and practice briefs (see optional task 2) will be uploaded to the digital platform, as well as information (and subsequent collateral) on the Initiative’s launch (see optional task

1) and culminating convening (for which additional funds will be sought). The final report will also be made available on the microsite (the contractor will seek funds for this report from NSF).

Background Literature:

Articles provided herein represent a limited sample of relevant literature on the role of campus climate in enabling long-term success in STEM fields:

● Committee on Underrepresented Groups and the Expansion of the Science and Engineering Workforce Pipeline. FA Hrabowski, III, Chair. (2011) Expanding Underrepresented Minority Participation: America’s Science and Technology Talent at the Crossroads. National Academies Press, National Academies of Sciences.

● Elrod S. and Kezar A. Keck/PKAL guide to systemic institutional change in STEM education.

Downloaded February 16, 2016. https://www.aacu.org/pkal/educationframework.

● Garces L. M., and Jayakumar U. (2014) Dynamic Diversity: Toward a Contextual Understanding of Critical Mass. Educational Researcher 43(3), 115-124.

● Harper SR and Hurtado S. (2007) Nine Themes in Campus Racial Climates and Implications for Institutional Transformation. New Directions for Student Services. Wiley Periodicals, DOI:

10.1002/ss254.

● Howard Hughes Medical Institute. (2015) Inclusive excellence: engaging all students in science. Downloaded February 10, 2016 at http://www.hhmi.org/sites/default/files/inclusive-excellence.pdf.

● Rankin S. and Reason, R. (2008) Transformational Tapestry Model: A Comprehensive Approach to Transforming Campus Climate. Journal of Diversity in Higher Education. 4, 262- 274.

https://www.aacu.org/pkal/educationframework https://www.aacu.org/pkal/educationframework http://www.hhmi.org/sites/default/files/inclusive-excellence.pdf http://www.hhmi.org/sites/default/files/inclusive-excellence.pdf http://www.hhmi.org/sites/default/files/inclusive-excellence.pdf

List of Deliverables:

SOW Task # SOW Subtask

Deliverables Timeframe

1: Ongoing Communicati on, Monthly Reports and Meetings

Subtasks 1a, b: Monthly

PM

communicatio ns

Draft agenda

2 business days prior to meeting

Memorandum

3 business days post meeting

1.1: Final versions of all electronic and printed materials for events to COR

Ensure COR has copies of all final materials created during the invoice period

5 business days post invoice

2: Strategy and Implementati on Plan for the Campus Climate Initiative

2.1: Initial orientation meeting with

COR, BP-IWG

co-chairs, contractors, and program managers

Agenda - Draft 2 business days prior to meeting

Convene in-person at NIH, NSF, or contractor office

2 weeks from award

Memorandum of meeting and action items 3 business days post meeting

2.2: Work plan with evaluation strategy, timeline and deliverable dates

Work plan and timeline - Draft 4 weeks from award

Work plan and timeline - Revised 1 week from receipt of feedback

Work plan and timeline - Final 1 week from receipt of feedback

2.3: Initiative marketing and branding campaign for the initiative

Agenda - Draft

Memorandum of meeting and action items

- Draft

3 business days post meeting

Work plan with timeline and deliverable dates

Upon completion (will coord w/PM based on feedback schedule)

Marketing and public relations campaign Ongoing (begins upon completion of plan)

2.4: Digital platform development

Share microsite design in near final form Review date coord with PM

Technical support

Takes place November 2016 through launch in March 2017

Technical support is ongoing

3: Institution Selection and Virtual Site Visits

3.1:

Institution selection

Meeting agenda- draft 2 business days prior to meeting

List of initial institutions 5-7 days prior to meeting

Selection of institutions

Task takes place October to

November 2016 (will coord w/PM based on feedback schedule)

3.2: Virtual site visits and campus teams

Site visit planning meeting agenda- draft

Memorandum of meeting and action items

- Draft

5 days post meeting

Virtual site visits

Takes place November 2016 through January

SOW Optional Task #

SOW Subtask

Deliverables Due Date

(Weeks from award)

1. Initiative Launch

1.1: Planning for initiative launch

Initiative Kick-off agenda - Draft and supplemental materials

2 days prior to meeting

Memorandum of meeting, action items, and supplementary materials

5 days post meeting

Planning

Takes place October 2016 through February 2017

1.2 Host

launch meeting

Launch will take placue during ACE’s Annual Meeting

Mar-17

Travel for other participants Mar-17

Digital platform launch Mar-17

2. Webinar and Research-to- Practice Series

2.1 Host

webinar

Launch first webinar Summer - Fall

3. Continued implementati on of Marketing and Public Relations Strategy

3.1 Continued

engagement with stakeholders

Sign-on campaign with college and university presidents

September 2017 through April

4. Continued development of a sustainable digital platform

4.1 Curation

of content for the digital platform

Data collected during the ongoing sign-on activities, from the webinars, as well as subsequent collateral, will be added to the digital platform ongoing as information is collected

Prospective Initiative Institutions :

Institution President/Chancellor

Amherst College Carolyn Martin

Bucknell University John Bravman

California State University - Fullerton Mildred Garcia

California State University - Monterey Bay Eduardo M. Ochoa

Clark University David Angel

Colgate University Jill Harsin

Colorado College Jill Tiefenthaler

Community College of Aurora Betsy Oudenhoven

Duke University Richard Brodhead

Emory University James Wagner

Florida State University John Thrasher

George Washington University Steven Knapp

Georgia State University Mark P. Becker

Highline College Jack Bermingham

Humboldt State University-CSU Lisa A. Rossbacher

Johns Hopkins University Ronald Daniels

Kent State University at Kent Beverly Warren

Loyola Marymount University Timothy Law Snyder

Mendocino College J. Arturo Reyes

Metropolitan State University of Denver Stephen Jordan

Minnesota State University-Moorhead Anne Blackhurst

Northern Illinois University Douglas D. Baker

Occidental College Jonathan Veitch

Oklahoma State University-Main Campus Burns Hargis

Oregon Health & Science University Joseph Robertson

Princeton University Christopher Eisgruber

Ramapo College of New Jersey Peter Mercer

Rochester Institute of Technology William W. Destler

Rutgers, The State University of New Jersey Nancy Cantor

San Diego Mesa College Pamela Luster

San Diego State University David L. Chicoine

San Francisco State University Leslie Wong

Santa Clara University Michael Engh

Sonoma State University Ruben Armiñana

Southern Illinois University- Edwardsville Randy Dunn

Texas A&M University Michael K. Young

Towson University Kim Schatzel

Union College Stephen Ainlay

University of California, Berkeley Nicholas Dirks

University of Central Florida John Hitt

University of Dayton Daniel Curran

University of Denver Rebecca Chopp

University of Maryland, Baltimore County Freeman Hrabowski III

University of Michigan Mark Schlissel

University of Missouri Michael Middleton

University of New Mexico Robert G. Frank

University of North Carolina, Chapel Hill Carol Folt

University of Oklahoma-Norman Campus David Boren

University of San Francisco Paul J. Fitzgerald

University of Utah David Pershing

University of Wisconsin-Madison Rebecca Blank

Virginia Tech Timothy Sands

Webster University Elizabeth Stroble

Wheaton College Dennis Hanno

Wheelock College Jackie Jenkins-Scott

Whitman College Kathleen M. Murray

Windward Community College Doug Dykstra