RFP 4146 - K-5 Core Instructional Resources for the teaching of Social Emotional Learning.docx

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K-5 Core Instructional Resources for the teaching of Social Emotional Learning
Solicitation number
4146
Issued by
Dane County, Mattoon Village, Wisconsin

About this file

This is a Request for Proposal (RFP) issued by the Madison Metropolitan School District (MMSD) in Wisconsin for K-5 Core Instructional Resources focused on Social Emotional Learning (SEL). The district seeks comprehensive instructional materials for approximately 25,500 students, with the RFP released on May 27, 2025, and proposals due by July 25, 2025, at 2:00 PM CST. The contract will run from the award date through June 20, 2027, with an option to renew for three additional one-year periods. A vendor conference is scheduled for June 24, 2025, and the district anticipates a Board of Education approval on November 24, 2025, with implementation beginning in the 2025-2026 school year as a pilot program at approximately 10 schools, expanding to 66% of K-5 schools in 2026-2027, and full implementation by 2027-2028.

The proposed SEL instructional resources must align with the district's SEL Competencies, be founded on transformative SEL values, and provide culturally relevant, accessible materials in both English and Spanish. The district requires comprehensive materials that support diverse learners, including English language learners, gifted students, and students with disabilities. Vendors must provide professional development, implementation support, and sustainability plans, with specific requirements for role-specific training, multiple delivery modalities, and ongoing technical assistance. The district will evaluate proposals based on criteria including organizational capabilities (55%), qualifications/experience (30%), cost (5%), references (5%), and diverse-owned business status (5%), with the goal of selecting materials that support the district's strategic framework of empowering school communities, investing in people, and embracing innovation.

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REQUEST FOR PROPOSAL

For K-5 Core Instructional Resources for the teaching of Social Emotional Learning

THIS IS NOT AN ORDER

VENDOR/PROPOSER NAME & ADDRESS

Unless otherwise noted, names of all organizations submitting proposals will be publicly available after the date and time specified as the deadline for submitting proposals. Proposals will be open to public inspection after award(s).

Revisions to this request for proposal, including due date, may be made by an official written amendment issued by Purchasing Services. Please check whether any amendments have been issued prior to submitting a proposal and do not submit a proposal before the School District issues its formal response to questions about the RFP.

Correspondence must reference the proposal number.

PROPOSAL NUMBER: 4146

ISSUE DATE: May 27, 2025

DUE DATE: July 25, 2025 - 2:00 PM (CST)

IF NOT PROPOSING, please check here and return this cover page only.

The original proposal may be submitted via US mail, hand delivery or a delivery service and must be received by PBPA – Room 200A at 545 West Dayton Street, Madison, WI 53703-1967. Proposals not date/time stamped by PBPA – Room 200 (608) 204-7819 staff (or designee) by the posted date and time shall be considered late and shall be rejected.

Any entity submitting a proposal has no enforceable right to amend its proposal after the submission deadline.

The MMSD is exempt from Federal Excise and Wisconsin State Sales tax.

By signing this proposal, we certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free competition; that no attempt has been made to induce any other person or firm to submit or not to submit a proposal; that this proposal has been independently arrived at without collusion with any other proposer competitor or potential competitor; that this proposal has not been knowingly disclosed prior to the opening of proposals to any other proposer or competitor; that the above statement is accurate under penalty of perjury.

The undersigned states that he/she is authorized to bind the proposer and on its behalf, hereby agrees with all the terms, conditions, and specifications required by the Madison Metropolitan School District in this Request for Proposal, and declares that the attached proposal and pricing are in conformity therewith.

SIGNATURE:

DATE:

TYPE or PRINT NAME:

TITLE:

TELEPHONE NUMBER:

FEIN or TAX ID NUMBER:

FAX NUMBER:

EMAIL ADDRESS:

Table of Contents

1.General Information3
1.1Introduction and background3
1.2Scope3
1.3Request for proposal process6
1.4Procuring and contracting department/division6
1.5Definitions6
1.6Clarification and/or revisions to the specifications and requirements6
1.7Debarred, suspended, proposed for debarment or declared ineligible7
1.8Accessibility guidelines related to proposed software and hardware7
1.9Vendor conference8
1.10Reasonable accommodations8
1.11Calendar of events8
1.12Contract term and funding8
1.13State of Wisconsin VendorNet registration8
2.Preparing and Submitting a Proposal8
2.1General instructions9
2.2Proprietary information9
2.3Incurring costs9
2.4Submitting the proposal9
2.5Proposal organization and format10
2.6Multiple proposals10
2.7Oral Presentations and site visits10
2.8Demonstrations10
2.9Withdrawal of proposals11
3.Proposal Selection and Award Process11
3.1Preliminary evaluation11
3.2Proposal scoring11
3.3Right to reject proposals and negotiate contract terms11
3.4Evaluation criteria11
3.5Award and final offer(s)12
4.Vendor/Proposer Qualifications12
4.1Introduction12
4.2Organizational capabilities12
4.3Key staff12
4.4References12
5.Requirements12
5.1Mandatory requirements12
5.2Technical requirements15
6.Cost Proposal15
6.1Conditions for payment15
6.2General instructions on submitting cost proposals16
6.3Format for submitting cost proposals16
6.4Fixed price period16
7.Special Contract Terms and Conditions16
7.1Hold harmless16
7.2Liquidated damages16
7.3Prime contractor and minority business subcontractors16
7.4Additional terms16
7.5Termination of contract17
8.Standard Terms and Conditions17
9.Required Forms17
9.1Cover Page (Sign and complete RFP cover page)18
9.2Attachment A Vendor Information18
9.3Attachment B Vendor Reference18
9.4Attachment C Designation of Confidential and Proprietary Information18
9.5Attachment D Cost Summary Page (see Section 6)18
9.6Attachment E Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion18
9.7Appendix A Affirmative Action Requirements for Contractors and Vendors18
9.8Appendix B Equal Employment Opportunity / Affirmative Action Employer Identification Report18
9.9Appendix C Affirmative Action & Equal Employment Opportunity Policy Statement18
Standard Terms and Conditions (Non-Construction)19
Attachment A – Vendor Identification21
Attachment B – Vendor References22
Attachment C – Designation of Confidential and Proprietary Information23
Attachment D – Cost Summary Sheet24
Attachment E – Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion25
Appendix A – Affirmative Action Requirements for Contractors and Vendors26
Appendix B – Equal Employment Opportunity/Affirmative Action Employer Information Report27
Appendix C – Affirmative Action & Equal Employment Opportunity Policy Statement29
Appendix D – Intention to Submit a Proposal and Questions/Inquiries33

General Information Introduction and background The purpose of this document is to provide interested parties with information to enable them to prepare and submit a proposal for K-5 Core Instructional Resources for the teaching of Social Emotional Learning. The District as represented by Student and Staff Support intends to use the results of this solicitation to award a contract for core instructional resources for the teaching of social emotional learning for grades K-5.

Approximately 25,500 students, about 60% of which are minority, are currently enrolled in the Madison Metropolitan School District (District), making it the second largest school district in the State of Wisconsin. The District employs 2,664 teachers, 141 administrators and 1,382 support personnel, plus 2,200 part time staff (including substitute teachers and summer recreation workers). The District includes 52 school buildings in a 72 square mile area that includes the City of Madison and all or parts of several surrounding municipalities, with 33 elementary schools (grades 4K through 5) 12 middle schools (grades 6 through 8) and 6 high schools, one of which is a small alternative high school (grades 9 through 12). Several of the schools at each level have been named National Schools of Excellence by the U.S. Department of Education. The District also operates early childhood programs and alternative programs for middle and high school students as well as maintaining additional sites such as the Administration Building, the Maintenance/Food Service Building, the Mansfield and Lussier Stadiums, and the Affiliated Alternatives.

Madison Metropolitan School District believes every school should be a thriving school that prepares each student to graduate from high school ready for college, career and community. We strive to ensure that students are on-track to graduate, that every student has access to a challenging and well-rounded education, and that students, families and employees experience a positive school and district climate. The District’s strategic framework recognizes the following priorities in working toward the realization of our vision: 1) Empower School Communities – We will empower principals along with school teams, providing them the resources, flexibility and integrated support necessary to collaboratively create strategies with students, staff and families that accelerate student progress; 2) Invest In People – We will commit to investing in and fully supporting our staff, with a focus on anti-racist, culturally responsive and inclusive teaching and powerfully aligned hiring, placement, induction, professional growth, coaching and evaluation practices; 3) Streamline Priorities – We will focus the work of the central office team on breaking down systemic barriers and filling gaps in access, services and resources; 4) Plan for the Future – We will think and plan long-term in partnership and collaboration with our students, families, staff and the larger Madison community.; and 5) Embrace Innovation – To address challenges without clear solutions, we will adopt new mindsets toward risk-taking and support people in bold, new and innovative work within the classroom and beyond.

(MMSD’s Strategic Framework can be found at: https://www.madison.k12.wi.us/about/strategic-framework) Because of the District’s sound financial management practices, Madison Metropolitan School District is one of only a few Wisconsin districts to have an “Aa1” bond rating.

Scope Project Description MMSD seeks to provide schools with high-quality instructional materials: 1.) are aligned to our districts SEL Competencies (based on Learning for Justice Standards) 2.) founded on the values of transformative SEL 3.) provide engaging activities and lessons that are content rich, free from bias, fully accessible to all learners, and culturally relevant to BIPOC student population both in English and in Spanish. Such a program will not only provide teachers with a coherent sequence of targeted work on grade specific standards but will also include lessons that are written with a clear purpose, structure, pacing, and background information to provide teachers with the content and pedagogical knowledge to meet the needs and the exceptional talents of the learners we serve: English language learners, gifted and advanced learners, and students with disabilities.

In this RFP, Curricular and Instructional Materials are defined to be comprehensive curricula and materials needed for the total instructional experience for all diploma-bound learners in every classroom.

Proposals must indicate how the Respondent’s Curricular and Instructional Materials are responsive to the applicable MMSD curriculum framework described in Section 1.1. In the event the Respondent’s Curricular and Instructional Materials do not fully align with the respective MMSD curriculum framework, the Respondent must clearly identify these areas. In the event that selected Curricular and Instructional Materials require any changes to an MMSD curriculum framework, such changes will require approval.

Respondents may submit responses for the Curricular and Instructional Materials in English or English/Spanish translation, or for both Objectives (Including Strategic Framework Priority(ies) furthered by this project)

1.1.1.1.1. Every child is on track to graduate ready for career, college and community.

1.1.1.1.2. The district and every school in it is a place where children, staff, and families thrive.

1.1.1.1.3. African-American children and youth excel in school.

1.1.1.1.4. Coherent instruction across buildings and programs.

1.1.1.1.5. We invest in people by ensuring that MMSD staff have the resources they need.

Needs

1.1.1.1.6. Instruction aligned to the MMSD SEL Standards, WI State SEL Competencies, and the values of Transformative SEL.

1.1.1.1.7. Materials to support implementation in the following areas including but not limited to:

1.1.1.1.7.1. Provide resources to accommodate different teaching and learning styles.

1.1.1.1.7.2. Diagnostic and tracking tools that capture the curriculum’s impact on student achievement that are compatible with our student data management system.

1.1.1.1.7.3. Provide support for integrating technology resources that accelerate or reinforce student learning and improve teacher facilitation of the curriculum.

1.1.1.1.7.4. Resources that can be effectively delivered both in a face-to-face and virtual learning environment.

1.1.1.1.8. Professional Development

1.1.1.1.8.1. Professional development for teachers, coaches, and school leaders must:

1.1.1.1.8.1.1. Include role-specific pathways (e.g., classroom educators, instructional/culture-climate coaches, school leaders).

1.1.1.1.8.1.2. Model adult learning principles.

1.1.1.1.8.1.3. Be adaptable for use during PD days, PLCs, or job-embedded coaching cycles.

1.1.1.1.8.1.4. Be offered via multiple modalities (synchronous, asynchronous, in-person, and virtual).

1.1.1.1.8.2. The vendor must also submit a sustainability plan detailing how they will:

1.1.1.1.8.2.1. Partner with MMSD instructional and culture/climate coaches to support Tier 1 instruction.

1.1.1.1.8.2.2. Build internal capacity to maintain implementation beyond the contract period.

1.1.1.1.8.2.3. Provide ongoing, asynchronous resources (e.g., toolkits, learning communities, video libraries) that MMSD staff can access for independent learning and redelivery.

1.1.1.1.8.3. Provide additional training over the course for three years or the resulting agreement.

1.1.1.1.8.4. Provide asynchronous technical assistance prior to full implementation and ongoing throughout a three-year time frame.

1.1.1.1.8.5. Provide a project manager to oversee project initiation, implementation and sustainability plan.

1.1.1.1.8.6. Develop strategies for MMSD’s instructional and culture and climate coaches to support teachers in delivering classroom instruction.

1.1.1.1.8.7. Develop strategies for interdisciplinary connections across the curriculum.

1.1.1.1.8.8. Provide support with techniques and strategies for differentiated instruction.

1.1.1.1.8.9. Support with implementation review and evaluation.

1.1.1.1.9. Current Operations to continue as planned for the 2025 – 2026 school year.

1.1.1.1.9.1. Currently MMSD has 4 elementary schools that are testing SEL curriculums and will continue with their curriculums through the end of 2025 – 2026 school year.

Current Operations

MMSD was using the Second Step Kit Curriculums for SEL Lessons from 2009 – 2020, with the shift to virtual instruction in 2020 a district team composed of Student Services staff, teachers, and coaches worked to create virtual lessons that met the current needs of our students. During 2023 – 2025 a cohort of 4 elementary schools implemented the Character Strong Curriculum at the tier 1 level while Character Strong tier 2 was implemented district-wide. The SEL Team also revised our SEL Standards to align with the Learning for Justice Power Standards. During the 2025 – 2026 school year 2 elementary schools will continue to use Character Strong and 2 elementary schools will use Sown to Grow both at tier 1 while we will continue to implement Character Strong tier 2 district-wide. Additionally, the SEL Team revised the SEL Standards to be in alignment with CASEL, the WI State Competencies, and Transformative SEL and renaming them as competencies rather than standards.
Over the last two years, MMSD has engage in the creation of in-house instructional resources in hopes to approach a desired state of standards-aligned weekly SEL instruction that is developmentally appropriate for our students.

Request for proposal process This document is a Request for Proposal. It differs from a Request for Bid in that the District is seeking a solution as described herein, not a bid meeting firm specifications for the lowest price. As defined in the American Bar Association Model Procurement Code, Competitive Sealed Proposals will be evaluated based upon criteria formulated around the most important features of a product or service, of which quality, testing, references, and availability or capability, may be overriding factors, and price may not be determinative in the issuance of a contract or award. The proposal evaluation criteria should be viewed as standards which measure how well a vendor’s approach meets the desired requirements and needs of the District.

Procuring and contracting department/division This Request for Proposal (RFP) is issued by Madison Metropolitan School District, Purchasing Services, which is the sole point of contact for the District during the Request for Proposal process. The person responsible for managing this procurement process is Dana Scheel, Manager – Procurement & Contract As it pertains to this RFP, vendors shall NOT have contact with anyone other than the Manager – Procurement & Contract Services (if absent, the Lead Purchasing Clerk) through the duration of this RFP process. All communication pertaining to this RFP must be in writing by email (preferred) or US mail.

Any contract(s) resulting from this RFP will be administered by Madison Metropolitan School District, Student and Staff Support Department. The contract administrator will be Dr. Leia Esser, Executive Director of Student and Staff Support.

Definitions The following definitions are used throughout this document.

RFP means Request for Proposal District/MMSD means Madison Metropolitan School District.

Vendor/Proposer means a firm submitting a proposal in response to this RFP.

Contractor means proposer awarded the contract.

Clarification and/or revisions to the specifications and requirements In order for your organization to directly receive updates to this Request for Proposal, including responses to submitted questions/inquiries, please complete Appendix D: Intentions to Submit a Proposal and Question/Inquiries. This document (Appendix D) can be emailed to bids@madison.k12.wi.us and it will assist in allowing the District to provide timely information to interested parties.

Any questions concerning this RFP must be submitted in writing in the format provided in Appendix D of this document by e-mail (preferred) or US mail on or before June 13, 2025 - 2:00 PM (CST) to:

Dana Scheel
Manager – Procurement & Contract – PBPA
Madison Metropolitan School District
545 West Dayton Street
Madison, WI 53703-1967
Phone: (608) 204-7819Email: bids@madison.k12.wi.us

During the selection process, vendors/proposers are specifically prohibited from contacting the District/schools to “prospect” for new business; introduce the firm’s staff; provide marketing or promotional materials; discuss advantages/benefits of their company, and/or discuss the disadvantages of working with their competitor(s). Vendors/proposers with questions about what constitutes allowable behavior during the selection process for this RFP should submit questions in writing to the above email address. Attempts to contact a District employee (including school personnel), official, or representative in any manner contrary to the requirements set forth in this document may lead to vendors/proposers being disqualified from consideration.

An electronic version of the RFP is available on the District’s web site:

www.madison.k12.wi.us/doingbusiness Vendors/Proposers should raise any questions, exceptions, or additions they have concerning the RFP DOCUMENT as early as possible in the RFP process. If a vendor discovers any significant ambiguity, error, conflict, discrepancy, omission, or other deficiency in this RFP, the vendor should immediately notify the above named individual of such error and request modification or clarification of the RFP document.

In the event that it becomes necessary to provide additional clarifying data or information, or to revise any part of this RFP, revisions/amendments and/or supplements will be provided to all known recipients of this initial RFP or posted to the District’s Website at:

www.madison.k12.wi.us/doingbusiness Debarred, suspended, proposed for debarment or declared ineligible Contractors doing business with the MMSD must provide certification that they are not debarred, suspended, proposed for debarment, declared ineligible, are not in the process of being debarred, or are not voluntarily excluded from conducting business with a federal department or agency of the federal government.

MMSD may exclude a contractor or its subcontractor from participating in the RFP process and/or contract award if the organization or its principal(s) has(have) been debarred or excluded from doing business with the Federal Government.

Accessibility guidelines related to proposed software and hardware Vendor should demonstrate that each software and/or hardware proposed conforms to the accessibility guidelines established by the World Wide Web Consortium's Web Content Accessibility Guidelines 2.0 (WCAG 2.0).

In addition, Vendor should demonstrate that each software and/or hardware conforms to the accessibility guidelines established by Section 508 of the Rehabilitation Act of 1973, as amended (29 U.S.C. 794d), as amended. (Section 508 is the section of the 1973 Rehabilitation Act that states that all electronic and information technology procured, used, or developed by the federal government after June 25, 2001, must be accessible to people with disabilities. Affected technology includes hardware such as copiers, fax machines, telephones, and other electronic devices as well as application software and websites.)

Vendor may demonstrate compliance with such guidelines by submitting a VPAT (Voluntary Product Accessibility Template) or comparable documentation.

Vendor conference A vendor conference could be held virtually on June 24, 2025 at 2:00 PM (CST) to respond to written questions (paragraph 1.6 above), field additional questions, and/or provide additional instruction to vendors. If no questions are received in accordance with paragraph 1.6 above and/or it is deemed unnecessary by the MMSD, the District reserves the right to cancel the vendor conference. All vendors who intend to respond to this RFP and attend the scheduled vendor conference should contact Dana Scheel prior to the scheduled conference to confirm whether or not it will occur. If so, vendors are strongly encouraged to attend the vendor conference.

Reasonable accommodations The District will provide reasonable accommodations, including the provision of informational material in an alternative format, for qualified individuals with disabilities upon request. If you need accommodations at a proposal opening/vendor conference, contact Purchasing Services at (608) 204-7819.

Calendar of events Listed below are specific and estimated dates and times of actions related to this Request for Proposal (RFP). The actions with specific dates must be completed as indicated unless otherwise changed by the District. In the event that the District finds it necessary to change any of the specific dates and times in the calendar of events listed below, it will do so by issuing a supplement to this RFP. There may or may not be a formal notification issued for changes in the estimated dates and times.

DATEEVENT
May 27, 2025Date of RFP issue
June 13, 2025 - 2:00 PM (CST)Last day to submit written questions/inquiries (See paragraph 1.6 & Appendix D)
June 24, 2025Vendor conference (if necessary, see 1.9 above)
July 8, 2025 (estimate)Response to vendor questions/inquiries (to include supplements or revisions) posted on the District’s website
July 25, 2025 - 2:00 PM (CST)Proposals due from vendors
September 25, 2025 (estimate)Interviews by invited vendors (if applicable)
November 7, 2025 (estimate)Recommendation
November 24, 2025 (estimate)Board of Education Approval
December 1, 2025 (estimate)Notification of intent to award

Contract term and funding The contract shall be effective on the date indicated on the purchase order or the contract execution date and shall run from the date a contract is awarded through June 20, 2027, with an option by mutual agreement of the District and contractor, to renew for 3 additional one-year periods unless amended, cancelled or rebid.

State of Wisconsin VendorNet registration The District makes use of the State of Wisconsin’s purchasing information and vendor notification service. Anyone may access VendorNet on the Internet at http://vendornet.state.wi.us.

Preparing and Submitting a Proposal General instructions The evaluation and selection of a contractor and the contract will be based on the information submitted in the vendor’s proposal plus references and any required on-site visits or oral presentations. Failure to respond to each of the requirements in the RFP may be the basis for rejecting a proposal.

Elaborate proposals (i.e., expensive artwork, binders) beyond a sufficiently presented, complete, effective and securely bound proposal, are not necessary or desired.

Proprietary information All restrictions on the use of data contained within a proposal and all confidential information must be clearly stated on the attached “Designation of Confidential and Proprietary Information” form. Proprietary information submitted in a proposal, or in response to the RFP, will be handled in accordance with applicable law.

To the extent permitted by law, it is the intention of the District to withhold the contents of the proposal from public view until such times as competitive or bargaining reasons no longer require non-disclosure, in the opinion of the District. At that time, all proposals will be available for review in accordance with the Wisconsin Public Records Law.

Incurring costs The District is not liable for any cost incurred by proposers in replying to this RFP.

Submitting the proposal Proposers must submit ONE hardcopy original (identified as such), ONE electronic version (memory stick or e-mail attachment), and One (1) hardcopy including all materials (excluding Cost Proposal; see paragraph 6.2) required for acceptance of their proposal by July 25, 2025 at 2:00 PM (CST) to:

Dana Scheel
PBPA – Room 200A – Purchasing Services
Madison Metropolitan School District
545 West Dayton Street
Madison, WI 53703-1967

At proposal opening, only the names of responding vendors are provided. No further information will be available until contract award.

Proposals must be time/date stamped as received by PBPA – Room 200 (or designee) on or before the specified date and time provided above. Proposals not so stamped will not be accepted. Receipt of a proposal by the District’s mail system does not constitute receipt of a proposal by Purchasing Services, for purposes of this RFP.

All proposals MUST be packaged, sealed and show the following information on the outside of the package:

Proposer’s name and address
Request for proposal number
Proposal due date

Proposal organization and format Proposals should be typed and submitted on 8.5 by 11 inch paper bound securely. Proposals should be organized and presented in the order and by the number assigned in the RFP. Proposals must be organized with the following headings and subheadings:

Cover Page (Sign and complete associated Request for Proposal cover page) Response to vendor/proposer qualifications (See Section 4):

Introduction Organizational capabilities

Key staff
References

Response to requirements (See Section 5) Cost proposal (See Section 6) Required forms (See Section 9):

Attachment AVendor Information
Attachment BVendor Reference
Attachment CDesignation of Confidential and Proprietary Information
Attachment DCost Summary Page
Attachment ECertification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion
Appendix AAffirmative Action Requirements for Contractors and Vendors
Appendix BEqual Employment Opportunity / Affirmative Action Employer Information Report
Appendix CAffirmative Action & equal Employment Opportunity Policy Statement
Appendix DIntention to Submit a Proposal and Questions/Inquiries

Multiple proposals A vendor/proposer may submit multiple proposals; however each proposal must conform fully to the requirements for proposal submission. Each such proposal must be separately submitted and labeled as Proposal #1, Proposal #2, etc. on each page included in the response. Alternate acquisition plans do not constitute multiple proposals.

Oral Presentations and site visits Top scoring vendors based on an evaluation of the written proposal may be required to participate in interviews and/or site visits to support and clarify their proposals, if requested by the District. The District will make every reasonable attempt to schedule each presentation at a time and location that is agreeable to the proposer. Failure of a proposer to conduct to interview or permit a site-visit on the date scheduled may result in rejection of the vendor’s proposal.

Demonstrations Top-scoring vendor(s) may be required to install and demonstrate its product(s) and/or service(s) at a District site. Product(s) being demonstrated must be delivered to the District site upon a two (2) week notice by the District to the vendor(s) and must be installed and ready for the demonstration within one (1) week of delivery. The District will furnish detailed specifications concerning the demonstration site and the particular test it will use to exercise the vendor’s product(s) and/or service(s). Failure of a vendor to furnish the product(s) and/or service(s) it has proposed for demonstration within the time constraints of the preceding paragraph may result in rejection of that proposal. Failure of any product(s) and/or service(s) to meet the District’s specified requirements during the demonstration may result in rejection of the vendor’s proposal.

The successful demonstration of the vendor’s product(s) and/or service(s) does not constitute acceptance by the District. Any product(s) and/or service(s) furnished by the vendor for the purposes of this demonstration must be identical in every respect to those which will be furnished if a contract results.

Withdrawal of proposals Proposals shall be irrevocable until contract award unless the proposal is withdrawn. Proposers may withdraw a proposal in writing at any time up to the actual proposal closing date if the proposal has already been received by Purchasing Services. To accomplish this, the written request must be signed by an authorized representative of the proposer and submitted to purchasing services. If a previously submitted proposal is withdrawn before the proposal due date and time, the proposer may submit another proposal at any time up to the original proposal closing date and time.

Proposal Selection and Award Process Preliminary evaluation The proposals will first be reviewed to determine if requirements in Section 2.0 are met and if additional requirements are met (see all requirement sections). Failure to meet mandatory requirements will result in the proposal being rejected. In the event that all vendors do not meet one or more of the mandatory requirements, the District reserves the right to continue the evaluation of the proposals and to select the proposal which most closely meets the requirements specified in this RFP.

Proposal scoring Accepted proposals will be reviewed by an evaluation committee and scored against the stated criteria. The committee may review references, request interviews, and conduct an on-site visit and use the results in scoring the proposals. Diverse-owned businesses are encouraged to participate in this solicitation and may receive a 5% preference. To qualify, vendors must be certified by the Wisconsin Supplier Diversity Program or participate in the Wisconsin Diversity Procurement Network.

Right to reject proposals and negotiate contract terms The District reserves the right to reject any and all proposals and to waive minor irregularities and technicalities. The judgment of the District on such matters shall be final. The District further retains the right to negotiate the terms of the contract, including the award amount, with the selected proposer prior to entering into a contract. If contract negotiations cannot be concluded successfully with the highest scoring proposer, the District may negotiate a contract with the next highest scoring proposer.

Evaluation criteria The proposals will be scored using the following:

CRITERIA
Weight (%)
Cost
5%
Organization’s Ability to Meet Service and Support Requirements
55%
Organization Qualifications/Experience
30%
Documentation Qualifying Vendor as a Diverse-owned Business Firm
5%
References
5%
TOTAL
100%

Award and final offer(s) The District may recommend a contract be awarded to the vendor with the highest total score as outlined in section 3.4, or may recommend that contracts be awarded to multiple proposers to provide portions of the services or goods proposed. Alternatively, multiple vendors with the highest total scores may be requested to submit final and best offers. If final and best offers are requested, they will be evaluated against the stated criteria, scored and ranked in the same manner described above to determine the vendor with the highest total score.

Vendor/Proposer Qualifications Introduction Please provide an appropriate brief introduction as it pertains to your organization.

Organizational capabilities Describe the firm’s experience and capabilities in providing similar services to those required. Be specific and identify projects, dates, and results.

Key staff Provide resumes describing the educational and work experiences for each of the key staff who would be assigned to the project.

References Proposers must include in their RFPs a list of organizations, including points of contact (name, address, and telephone number), which can be used as references for work performed in the area of product(s) or service(s) required. Selected organizations may be contacted to determine the quality of work performed and personnel assigned to the project. The results of the references will be provided to the evaluation team and used in scoring the written proposals.

Requirements Mandatory requirements The following requirements are mandatory and must be complied with.

Implementation, Alignment, and Monitoring

1.1.1.1.10. Vendors must describe how their resources and supports will align with MMSD’s instructional framework, school improvement plans, MTSS structures, and coaching systems to ensure vertical and horizontal alignment across content areas and buildings.

1.1.1.1.11. Vendors must provide a detailed 3-year implementation roadmap that includes:

1.1.1.1.11.1. Tools and processes to monitor implementation fidelity.

1.1.1.1.11.2. Embedded reflection and continuous improvement protocols.

1.1.1.1.11.3. Specific outcomes and data use cycles, such as quarterly implementation reviews with MMSD teams.

1.1.1.1.12. In addition, vendors must identify equity indicators their model supports MMSD in measuring, such as:

1.1.1.1.12.1. Increases in student sense of belonging, engagement, or cultural identity affirmation.

1.1.1.1.12.2. Reductions in disproportionality within behavior data.

1.1.1.1.12.3. Gains in student-reported SEL competencies, especially for BIPOC students.

Core Instructional Resources

1.1.1.1.13. Instructional resources that support the values of transformative SEL and align with the MMSD SEL Competencies with lessons and resources that:

1.1.1.1.13.1. Include evidence-based lessons and materials for explicit teaching of emotions, identity, and belonging.

1.1.1.1.13.2. Include resources that integrate a review of previous lessons, introduce new concepts and opportunities for guided practice.

1.1.1.1.13.3. Integrate explicit instruction and resources to support the teaching and learning of English Language Learners.

1.1.1.1.13.4. Include explicit instruction and resources that support the teaching and learning of students with disabilities.

1.1.1.1.13.5. Allow for flexibility in meeting the needs of a wide range of students and include accommodations for special populations, including English Language Learners, students with disabilities, and students identified as gifted and talented.

1.1.1.1.13.6. Include culturally relevant materials and culturally responsive teaching and instructional practices that are inclusive of a variety of cultures and ethnicities and are free from bias in the portrayal of ethnic groups, gender, age, cultures, religion, and people with disabilities.

1.1.1.1.13.7. Include data tracking tools for teachers, and school staff to address changes in implementation and success of the program.

1.1.1.1.13.8. Include tools, resources, and documents that provide parents/guardians and others with necessary resources to provide transparency into the curriculum and to provide support to academic progress at home or outside the school setting.

1.1.1.1.13.9. Provide digitally available student-facing, teacher-facing, and parent/guardian-facing materials and resources.

1.1.1.1.13.10. Include digital and hard-bound print formats.

1.1.1.1.13.11. Embed principles of Universal Design for Learning (UDL).

1.1.1.1.13.12. Include materials for an extended school year of instruction or for academic summer programs.

1.1.1.1.13.13. Include bilingual materials for Spanish speaking students and classrooms.

1.1.1.1.13.14. Include options to expand implementation to middle and high school.

Multi-Tiered Systems of Supports and Interventions

1.1.1.2. Include resources that support the teaching and learning of students needing enrichment and acceleration.

1.1.1.3. Include progress-monitoring assessments that aid in the regular data collection of students identified as needing MTSS both in digital and hard-copy formats.

1.1.1.4. Include options for SEL standard aligned, evidence-based tier 2 interventions.

Instructional resources that explicitly support English Language Development per 202 WIDA Language Development Standards.

1.1.1.5. Includes student-facing materials in English and Spanish. These materials must be available for virtual access and in print.

1.1.1.6. Includes explicit receptive and productive tasks for English Language Development that take into consideration Els current English language proficiency, and scaffolds toward grade appropriate universal language expectation.

Vendor provides examples of school district(s), similar to MMSD, that have implemented materials and proven success. In addition, provide student outcome data where applicable.

Vendor must be able to have a barcode on all materials prior to delivery. Barcode must be compatible with Follett Destiny’s asset management system. Any materials that are web-based or on a digital platform should include a sandbox log-in so that reviewers can access materials.

Please include sample materials with proposals. Sample materials must be delivered prior to July 25, 2025. All materials must be available and planned to be delivered to MMSD no later than January 9, 2026.

Tentative Timelines for Implementation

1.1.1.7. The tables below depict MMSD’s tentative implementation options for the curricula selected under this RFP, with the goal of full implementation for all schools by the 2027-2028 school year.

Year
Tentative # of schools for implementation
2025 -2026
Pilot Program at approx. 10 Schools Second Semester
2026 - 2027
10 Schools implement in grades K-5 (66%)

Refine implementation

2027 - 2028
Full K-5 implementation (100%)

Technical requirements Applicable technical requirements and recommended configurations necessary to fully implement and utilize the digital or online Curricular and Instructional Materials including but not exclusive to:

1.1.1.8. Hardware requirements;

1.1.1.9. Operating system requirements;

1.1.1.10. Software requirements;

1.1.1.11. Browser-specific requirements (must be compatible with Chromebooks);

1.1.1.12. Network and security requirements;

1.1.1.13. Licensing models; or

1.1.1.14. Copyright and fair use guidelines.

Processes and provisions regarding the automated exchange of data between the Respondent and MMSD student information and assessment systems.

Processes and provisions to provide ongoing technical support to staff, students, and parents/guardians.

Processes and provisions regarding the handling, use, storage, and retention of MMSD data and information to ensure the privacy of staff, students, and parents/guardians, consistent with the MMSD General Contract Articles and elsewhere in this RFP.

Examples of similarly complete projects, or projects in progress, that demonstrate the Respondent’s expertise and capabilities in each of the above-listed areas. Examples might include detailed descriptions supported by screenshots, references, websites or apps for MMSD review.

Vendors must demonstrate how their tools support data-driven SEL instruction and decision-making.

Proposals must include data dashboards or student progress tracking systems aligned with MMSD’s SEL competencies.

If this proposal includes software developed specifically for MMSD or as a part of a program MMSD would use, vendor may submit a VPAT (Voluntary Product Accessibility Template) or must provide comparable documentation to satisfy the requirement in paragraph 1.8 (evaluated by MMSD Legal Services).

Cost Proposal Conditions for payment As a public school district, MMSD must be a wise steward of public funds, and generally does not pay for goods or services prior to the delivery thereof, and any proposal for pre-payment should include the reasons why pre-payment is necessary and a wise use of public funds. Even in the case of a prepayment, the District will only agree to payments based on project phases (or project milestones) and established outcome targets for each phase. At the District’s sole discretion, these progress payments may be tied to the satisfactory completion of the work. The District may also include a ‘retainage clause’ of 5% to 10% to be released only after the entire project has been satisfactorily completed.

General instructions on submitting cost proposals The original cost proposal and one copy should be submitted in a separate envelope with the written proposal. The cost proposal will be scored as described in sections 3.4 and 3.5.

Format for submitting cost proposals The format for submitting Cost Proposals has been established in Attachment D and should not be modified.

Fixed price period All prices, costs, and conditions outlined in the proposal shall remain fixed and valid for acceptance for 60 days starting on the due date for proposals.

Special Contract Terms and Conditions Hold harmless By submitting a proposal, contractor understands that the District and its representatives will determine which proposal is accepted. Vendor/Proposer waives any right to claim damages of any nature, whatsoever, based on the selection process, and any communications associated with the selection of the successful contractor. All completed proposals and supporting documentation submitted shall be the property of the Madison Metropolitan School District.

Liquidated damages The Vendor/Proposer acknowledges that, if after being awarded a contract the contractor fails to deliver the goods or services in a timely manner, substantial economic and other damages will be incurred by the District, in an amount that is not easily ascertained, and that the District shall solely determine the amount per working day that the District is entitled to, not to exceed one-half of the total of the contract, for every day past the scheduled delivery date(s) as a fair and appropriate estimate of such damages. The contractor agrees that such amount is not intended to be a penalty but to represent actual damages incurred, and that the District shall have the right to assess such damages either through deducting the damages from the amount due under contractor’s invoices or by directly billing Contractor.

Prime contractor and minority business subcontractors The prime contractor will be responsible for contract performance when subcontractors are used. If subcontractors are to be used, the proposer must clearly explain their participation and they must abide by all terms and conditions of the contract.

Additional terms The District reasonably believes that sufficient funds are available or can be obtained to make payments due under any contract issued under this proposal; however, the contract will terminate immediately and absolutely if appropriated and otherwise unobligated funds are no longer available to satisfy the obligations of the District under this contract.

The District shall not be bound by any terms and conditions included in any proposer’s packaging, service catalog, brochure, technical data sheet or other document which attempts to impose any conditions at variance with or in addition to the terms and conditions contained in this solicitation, including the standard terms and conditions contained herein, or in the resultant contract. If a proposer objects to any term or condition that shall relate to a contract resulting from this solicitation, the objection shall be clearly stated on a separate page entitled “Objection to Term or Condition.”

If the objection is accepted by the District it will be stated in any resultant contract. If not stated in the contract, the terms and conditions shall remain as written in the RFP.

Termination of contract The District may terminate the resultant contract at any time at its sole discretion by delivering sixty (60) days written notice to the contractor. Upon termination, the District’s liability will be limited to the pro rata cost of the services performed as of the date of termination plus expenses incurred with the prior written approval of the District. Termination by the contractor shall require written notice to that effect to be delivered by the contractor to the agency not less than ninety (90) days prior to said termination. In the event that the contractor exercises its right to terminate the contract, for any reason whatsoever, it will refund to the District within fifteen (15) days of said termination, all payments made hereunder by the District to the contractor for work not completed or not accepted by the District.

Standard Terms and Conditions The District reserves the right to incorporate standard contract provisions into any contract negotiated with any proposal submitted responding to this RFP (Standard Terms and Conditions and Supplemental Standard Terms and Conditions for Procurements for Products and/or Services). Failure of the successful proposer to accept these obligations in a contractual agreement may result in cancellation of the award.

Required Forms The following forms must be completed and submitted with the proposal in accordance with the instructions given in Section 2.0. Blank forms are attached.

Cover Page (Sign and complete RFP cover page)

Attachment AVendor Information
Attachment BVendor Reference
Attachment CDesignation of Confidential and Proprietary Information
Attachment DCost Summary Page (see Section 6)
Attachment ECertification Regarding Debarment, Suspension, Ineligibility andVoluntary Exclusion
Appendix AAffirmative Action Requirements for Contractors and Vendors
Appendix BEqual Employment Opportunity / Affirmative Action EmployerIdentification Report
Appendix CAffirmative Action & Equal Employment Opportunity PolicyStatement
Appendix DIntention to Submit a Proposal and Questions/Inquiries

Standard Terms and Conditions (Non-Construction)

1. GENERAL: “Madison Metropolitan School District,” “District,” and “MMSD” are synonymous and mean the Madison Metropolitan School District. The MMSD reserves the right to accept or reject any or all bids/proposals, to waive any informality or technicality in any bid/proposal submitted, and to accept any part of a bid/proposal deemed to be in the best interest of the District. The MMSD reserves the right to reject any or all bids/proposals without indicating a reason for such rejection.

2. TAX EXEMPTION: The MMSD is exempt from the payment of Federal Excise Tax and State Sales Tax. The MMSD’s tax-exempt number is ES42341.

3. PRICING AND DISCOUNTS: The MMSD qualifies for governmental and educational discounts. Unit prices shall reflect these discounts. Unit prices shall govern in the bid/proposal evaluation and contract administration.

4. SPECIFICATIONS: All bidders/proposers must be in compliance with all specifications and any drawings provided with this solicitation. Any reference to brand names and numbers is descriptive, but not restrictive, unless otherwise specified. When specific manufacturer and model numbers are shown, they are used to establish a design, type of construction, quality, functional capability and/or performance level desired. The MMSD reserves the right to determine whether an alternate offer is equivalent to and meets the standard of quality indicated by the brand name referenced. When alternates are bid/proposed, they shall be identified by manufacturer, stock number, and such other information necessary to establish equivalency. The MMSD shall be the sole judge of equivalency!

5. DEVIATIONS AND EXCEPTIONS: Deviations and exceptions from the original text, terms, conditions, or specifications shall be described fully, on the bidder’s/proposer’s letterhead, signed and attached to this request. In the absence of such a request, the bid/proposal shall be accepted as in strict compliance with all terms, conditions, and specifications.

6. CHANGES AND WITHDRAWALS: The MMSD reserves the right to change due dates and openings for its own convenience and to withdraw solicitations at any time without prior notice.

7. APPLICABLE LAW: This solicitation and any resultant contract shall be governed under the laws of the State of Wisconsin.

8. ASSIGNMENT: No right or duty in whole or in part of the contractor under this contract may be assigned or delegated without prior written consent of the MMSD.

9. HOLD HARMLESS: The contractor will indemnify, save harmless, and defend the MMSD and all of its officers, agents and employees from all suits, actions, or claims of any character brought for or on account of any injuries or damages received by any persons or property resulting from the operations of the contractor, or any of its contractors, in prosecuting work under this agreement.

10. PUBLIC RECORDS ACCESS: It is the intention of the MMSD to maintain an open and public process in the solicitation, submission, review and approval of procurement activities. Bid/proposal openings are public unless otherwise stated. Records are not generally available until after an award has been made.

11. INSURANCE RESPONSIBILITY: The…

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