SF33 Draft.pdf

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED

ORDER UNDER DPAS (15 CFR 7900)

RATING

PAGE OF

PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

91990020R0018 SEALED BID (IFB)

NEGOTIATED (RFP)

7. ISSUED BY CODE CAMPCP 8. ADDRESS OFFER TO (If other than Item 7)

US Dept of ED-550 12th Street SW - Room 7169 Washington DC 20065

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in until 2:00 PM ET local time AUG 13, (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawls: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

B. TELEPHONE (NO COLLECT CALLS)10. FOR

INFORMATION CALL

A. NAME

Michael Rivera AREA CODE NUMBER

EXTENSION

C. E-MAIL ADDRESS

Michael.Rivera@ed.gov

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGES(S) (X) SEC. DESCRIPTION PAGE(S)

PART 1 - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 - 1 X I CONTRACT CLAUSES 46 - 76

B SUPPLIES OR SERVICES AND PRICES/COSTS - PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 7 - 39 X J LIST OF ATTACHMENTS 77 - 85

D PACKAGING AND MARKING - PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 40 - 41 X K REPRESENTATIONS, CERTIFICATIONS AND OTHER 86 - 94

X F DELIVERIES OR PERFORMANCE 42 - 42 STATEMENTS OF OFFERORS

X G CONTRACT ADMINISTRATION DATA 43 - 43 X L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS 95 - 110

X H SPECIAL CONTRACT REQUIREMENTS 44 - 45 X M EVALUATION FACTORS FOR AWARD 111 - 113

OFFER (Must be fully completed by offeror) NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

14. ACKNOWLEDGMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

15A. NAME AND

ADDRESS OF

OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT

AREA CODE NUMBER

EXTENSION FROM ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c) 41 U.S.C. 3304(a) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER(Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

(Signature of Contracting Officer)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

PAGE 1 OF 113 91990020R0018

Table of Contents

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1

C.2

SECTION E INSPECTION AND ACCEPTANCE

E.1 52.246-5 INSPECTION OF SERVICES--COST-REIMBURSEMENT (APR 1984)

E.2 52.246-4 INSPECTION OF SERVICES--FIXED-PRICE (AUG 1996)

E.3 52.246-6 INSPECTION--TIME-AND-MATERIAL AND LABOR-HOUR (MAR 2001)

SECTION F DELIVERIES OR PERFORMANCE

F.1 52.242-15 I STOP-WORK ORDER (AUG 1989)--ALTERNATE I (APR 1984)

SECTION G CONTRACT ADMINISTRATION DATA

G.1 3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

G.2 306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

SECTION H SPECIAL CONTRACT REQUIREMENTS

H.1 3452.208-71 PRINTING (MAY 2011)

H.2 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

H.3 3452.209-71 CONFLICT OF INTEREST (MAY 2011)

H.4 3452.215-70 RELEASE OF RESTRICTED DATA (MAY 2011)

H.5 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

H.6 3452.224-71 NOTICE ABOUT RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

H.7 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

H.8 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

H.9 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

H.10 3452.228-70 REQUIRED INSURANCE (MAY 2011)

H.11 3452.237-70 SERVICES OF CONSULTANTS (MAY 2011)

H.12 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

H.13 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

H.14 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES

(MAY 2011)

H.15 3452.247-70 FOREIGN TRAVEL (MAY 2011)

H.16 31.205.70FOOD COSTS

H.17 31.205.71TRAVEL COSTS

H.18 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

H.19 3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

H.20 3452.243-70 KEY PERSONNEL (MAY 2011)

H.21

H.22

SECTION I CONTRACT CLAUSES

I.1 52.202-1DEFINITIONS (JUN 2020)

I.2 52.203-3 GRATUITIES (APR 1984)

I.3 52.203-5 COVENANT AGAINST CONTINGENT FEES (MAY 2014)

I.4 52.203-6RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (JUN 2020)

I.5 52.203-7ANTI-KICKBACK PROCEDURES (JUN 2020)

I.6 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR IMPROPER ACTIVITY (MAY

2014)

PAGE 2 OF 113 91990020R0018

I.7 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (MAY 2014)

I.8 52.203-12LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (JUN 2020)

I.9 52.203-13CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (JUN 2020)

I.10 52.203-17CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF

WHISTLEBLOWER RIGHTS (JUN 2020)

I.11 52.203-19 PROHIBITION ON REQUIRING CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS OR STATEMENTS

(JAN 2017)

I.12 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)

I.13 52.204-10REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JUN 2020)

I.14 52.204-13SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

I.15 52.204-14 SERVICE CONTRACT REPORTING REQUIREMENTS (OCT 2016)

I.16 52.209-6PROTECTING THE GOVERNMENT`S INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (JUN 2020)

I.17 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018) 46

I.18 52.209-10 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS (NOV 2015)

I.19 52.210-1MARKET RESEARCH (JUN 2020)

I.20 52.215-2AUDIT AND RECORDS--NEGOTIATION (JUN 2020)

I.21 52.215-8 ORDER OF PRECEDENCE--UNIFORM CONTRACT FORMAT (OCT 1997)

I.22 52.215-10 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA (AUG 2011)

I.23 52.215-11PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN

2020)

I.24 52.215-13SUBCONTRACTOR CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN 2020)

I.25 52.215-23LIMITATIONS ON PASS-THROUGH CHARGES (JUN 2020)

I.26 52.216-8 FIXED FEE (JUN 2011)

I.27 52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS CONCERNS (MAR 2020).47

I.28 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (OCT 2018)

I.29 52.219-9 IISMALL BUSINESS SUBCONTRACTING PLAN (JUN 2020)--ALTERNATE II (JUN 2020)

I.30 52.219-16 LIQUIDATED DAMAGES--SUBCONTRACTING PLAN (JAN 1999)

I.31 52.219-28POST-AWARD SMALL BUSINESS PROGRAM REPRESENTATION (MAY 2020)

I.32 52.222-2 PAYMENT FOR OVERTIME PREMIUMS (JUL 1990)

I.33 52.222-3 CONVICT LABOR (JUN 2003)

I.34 52.222-4 CONTRACT WORK HOURS AND SAFETY STANDARDS --OVERTIME COMPENSATION (MAY 2018)

I.35 52.222-17{52.222-17} [Reserved]

I.36 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (APR 2015)

I.37 52.222-26 EQUAL OPPORTUNITY (SEPT 2016)

I.38 52.222-35EQUAL OPPORTUNITY FOR VETERANS. (JUN 2020)

I.39 52.222-36EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUN 2020)

I.40 52.222-37EMPLOYMENT REPORTS ON VETERANS (JUN 2020)

I.41 52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE NATIONAL LABOR RELATIONS ACT (DEC 2010). 48

I.42 52.222-43 FAIR LABOR STANDARDS ACT AND SERVICE CONTRACT LABOR STANDARDS--PRICE ADJUSTMENT

(MULTIPLE YEAR AND OPTION CONTRACTS) (AUG 2018)

I.43 52.222-50 COMBATING TRAFFICKING IN PERSONS (JAN 2019)

I.44 52.222-54 EMPLOYMENT ELIGIBILITY VERIFICATION (OCT 2015)

I.45 52.223-6 DRUG-FREE WORKPLACE (MAY 2001)

I.46 52.223-18ENCOURAGING CONTRACTOR POLICIES TO BAN TEXT MESSAGING WHILE DRIVING (JUN 2020)

I.47 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I.48 52.224-2 PRIVACY ACT (APR 1984)

I.49 52.224-3 PRIVACY TRAINING (JAN 2017)

I.50 52.225-13 RESTRICTIONS ON CERTAIN FOREIGN PURCHASES (JUN 2008)

I.51 52.227-17 RIGHTS IN DATA--SPECIAL WORKS (DEC 2007)

PAGE 3 OF 113 91990020R0018

I.52 52.228-7 INSURANCE--LIABILITY TO THIRD PERSONS (MAR 1996)

I.53 52.230-2COST ACCOUNTING STANDARDS (JUN 2020)

I.54 52.230-3DISCLOSURE AND CONSISTENCY OF COST ACCOUNTING PRACTICES (JUN 2020)

I.55 52.230-6 ADMINISTRATION OF COST ACCOUNTING STANDARDS (JUN 2010)

I.56 52.232-1 PAYMENTS (APR 1984)

I.57 52.232-9 LIMITATION ON WITHHOLDING OF PAYMENTS (APR 1984)

I.58 52.232-11 EXTRAS (APR 1984)

I.59 52.232-17 INTEREST (MAY 2014)

I.60 52.232-20 LIMITATION OF COST (APR 1984)

I.61 52.232-22 LIMITATION OF FUNDS (APR 1984)

I.62 52.232-23 ASSIGNMENT OF CLAIMS (MAY 2014)

I.63 52.232-25 PROMPT PAYMENT (JAN 2017)

I.64 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER--SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

I.65 52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS (JUNE 2013)

I.66 52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (DEC 2013)

I.67 52.233-1 I DISPUTES (MAY 2014)--ALTERNATE I (DEC 1991)

I.68 52.233-3 I PROTEST AFTER AWARD (AUG 1996)--ALTERNATE I (JUN 1985)

I.69 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

I.70 52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996)

I.71 52.242-1 NOTICE OF INTENT TO DISALLOW COSTS (APR 1984)

I.72 52.242-3 PENALTIES FOR UNALLOWABLE COSTS (MAY 2014)

I.73 52.242-4 CERTIFICATION OF FINAL INDIRECT COSTS (JAN 1997)

I.74 52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

I.75 52.242-13 BANKRUPTCY (JUL 1995)

I.76 52.244-2 ISUBCONTRACTS (JUN 2020)--ALTERNATE I (JUN 2020)

I.77 52.244-5 COMPETITION IN SUBCONTRACTING (DEC 1996)

I.78 52.244-6SUBCONTRACTS FOR COMMERCIAL ITEMS (JUN 2020)

I.79 52.246-25 LIMITATION OF LIABILITY--SERVICES (FEB 1997)

I.80 52.249-6 TERMINATION (COST-REIMBURSEMENT) (MAY 2004)

I.81 52.249-14 EXCUSABLE DELAYS (APR 1984)

I.82 52.253-1 COMPUTER GENERATED FORMS (JAN 1991)

I.83 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

I.84 3452.224-72 RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

I.85 3452.232-70 LIMITATION OF COST OR FUNDS (MAY 2011)

I.86 3452.242-70 LITIGATION AND CLAIMS (MAY 2011)

I.87 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

I.88 52.204-15 SERVICE CONTRACT REPORTING REQUIREMENTS FOR INDEFINITE-DELIVERY CONTRACTS (OCT 2016) 50

I.89 52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (JUN 2016)

I.90 52.204-23 PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND SERVICES DEVELOPED OR PROVIDED

BY KASPERSKY LAB AND OTHER COVERED ENTITIES (JUL 2018)

I.91 52.209-13 VIOLATION OF ARMS CONTROL TREATIES OR AGREEMENTS--CERTIFICATION. (JUN 2018)

I.92 52.215-12SUBCONTRACTOR CERTIFIED COST OR PRICING DATA (JUN 2020)

I.93 52.216-18 ORDERING (OCT 1995)

I.94 52.216-19 ORDER LIMITATIONS (OCT 1995)

I.95 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I.96 52.216-29 TIME-AND-MATERIALS/LABOR-HOUR PROPOSAL REQUIREMENTS -- NON-COMMERCIAL ITEM ACQUISITION

WITH ADEQUATE PRICE COMPETITION (FEB 2007)

I.97 52.216-30 TIME-AND-MATERIALS/LABOR-HOUR PROPOSAL REQUIREMENTS -- NON-COMMERCIAL ITEM ACQUISITION

WITHOUT ADEQUATE PRICE COMPETITION (FEB 2007)

I.98 52.217-5 EVALUATION OF OPTIONS (JUL 1990)

PAGE 4 OF 113 91990020R0018

I.99 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.100 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.101 52.222-41 SERVICE CONTRACT LABOR STANDARDS (AUG 2018)

I.102 52.229-3 FEDERAL, STATE, AND LOCAL TAXES (FEB 2013)

I.103 52.232-7 PAYMENTS UNDER TIME-AND-MATERIALS AND LABOR-HOUR CONTRACTS (AUG 2012)

I.104 52.232-8 DISCOUNTS FOR PROMPT PAYMENT (FEB 2002)

I.105 52.234-1 INDUSTRIAL RESOURCES DEVELOPED UNDER TITLE III, DEFENSE PRODUCTION ACT (SEP 2016)..64

I.106 52.234-2 NOTICE OF EARNED VALUE MANAGEMENT SYSTEM--PREAWARD INTEGRATED BASELINE REVIEW (NOV

2016)

I.107 52.234-3 NOTICE OF EARNED VALUE MANAGEMENT SYSTEM--POSTAWARD INTEGRATED BASELINE REVIEW (NOV

2016)

I.108 52.243-1 I CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE I (APR 1984)

I.109 52.243-2 I CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE I (APR 1984)

I.110 52.243-3 CHANGES--TIME-AND-MATERIALS OR LABOR-HOURS (SEP 2000)

I.111 52.246-4 INSPECTION OF SERVICES--FIXED-PRICE (AUG 1996)

I.112 52.246-6 INSPECTION--TIME-AND-MATERIAL AND LABOR-HOUR (MAR 2001)

I.113 52.249-2 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE) (APR 2012)

I.114 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.115 52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES (APR 1984)

I.116 52.239-70ACCESS TO CONTRACTOR AND SUBCONTRACTOR INFORMATION SYSTEMS AND RELATED

I.117 3452.239-71 DEVIATION (2020-01)Notice to Offerors of Department Security Requirements

(DEVIATION)

I.118 3452.239-72 DEVIATION (2020-01)Department Security Requirements (DEVIATION)

SECTION J LIST OF ATTACHMENTS

J.1 309-1aLIST OF ATTACHMENTS

J.2

J.3

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K.1 52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS (SEP 2007)

K.2 52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

K.3 52.204-17 OWNERSHIP OR CONTROL OF OFFEROR (JUL 2016)

K.4 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K.5 52.209-2 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS-REPRESENTATION (NOV

2015)

K.6 52.222-38 COMPLIANCE WITH VETERANS` EMPLOYMENT REPORTING REQUIREMENTS (FEB 2016)

K.7 52.225-25PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN ACTIVITIES OR TRANSACTIONS

RELATING TO IRAN--REPRESENTATION AND CERTIFICATIONS (JUN 2020)

K.8 52.204-5 WOMEN-OWNED BUSINESS (OTHER THAN SMALL BUSINESS) (OCT 2014)

K.9 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (MAR 2020)

K.10 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (OCT 2015)

K.11 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.12 52.225-20 PROHIBITION ON CONDUCTING RESTRICTED BUSINESS OPERATIONS IN SUDAN--CERTIFICATION (AUG

2009)

K.13 52.230-1COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (JUN 2020)

K.14 52.230-7 PROPOSAL DISCLOSURE -- COST ACCOUNTING PRACTICE CHANGES (APR 2005)

K.15 3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

PAGE 5 OF 113 91990020R0018

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

L.2 52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

L.3 52.204-18 COMMERCIAL AND GOVERNMENT ENTITY CODE MANAGEMENT (JUL 2016)

L.4 52.215-1 I INSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (JAN 2017)--ALTERNATE I (OCT

1997)

L.5 52.215-20 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST

OR PRICING DATA (OCT 2010)

L.6 52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES -- IDENTIFICATION OF SUBCONTRACT EFFORT (OCT

2009)

L.7 52.222-46 EVALUATION OF COMPENSATION FOR PROFESSIONAL EMPLOYEES (FEB 1993)

L.8 52.216-1 TYPE OF CONTRACT (APR 1984)

L.9 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.10 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

L.11

SECTION M EVALUATION FACTORS FOR AWARD

M.1

PAGE 6 OF 113 91990020R0018

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1

PAGE 7 OF 113 91990020R0018

U.S. Department of Education Institute of Education Sciences

National Center for Education Evaluation and Regional Assistance

Performance Work Statement

EVALUATING FAMILY ENGAGEMENT

(91990020R0018)

I. INTRODUCTION

The U.S. Department of Education’s (Department) Institute of Education Sciences (IES) requires at least one contractor to assist IES in conducting evaluations of the Department’s efforts to improve families’ engagement in education. Family engagement is central to the Department’s mission, as signaled by the 2018-22 Strategic Plan1, introduction of new grant programs, and new priorities for existing programs.

This Indefinite Delivery-Indefinite Quantity contract (IDIQ) is intended to help IES efficiently describe the implementation of Department-funded programs and examine the effectiveness of strategies to improve them. By awarding a contract to at least one contractor with appropriate content knowledge, data collection experience, and methodological expertise to undertake all of the tasks described below, IES expects to maximize the benefits of what can be learned in a cost-effective manner. This will occur through developing and fielding surveys that gather consistent information across programs, identifying common engagement strategies, and further linking across studies to reduce the time and costs that would otherwise be involved in starting up individual contracts for evaluation of each program separately.

The IDIQ shall have an ordering period of 60 months. All task orders shall begin within the 60-month ordering period but may have a duration that extends for up to 24 months beyond the end of the ordering period. Task orders may be issued as fixed price, Time and Materials, or cost reimbursement contracts. Each task order will include one or more tasks related to carrying out a specific evaluation or an aspect of an evaluation. The scope of each task order will depend on IES’ needs, including which activities are appropriate for each desired evaluation. For example, some task orders may include only design work and some task orders will include external data collection activities while others will not.

1 Objective 1.1: “Increase high-quality educational options and empower students and parents to choose an education that meets their needs”: https://www2.the Department .gov/about/reports/strat/plan2018-22/strategic-plan.pdf, PAGE 8 OF 113 91990020R0018

II. THE EVALUATIONS

A. Legislative Authority

The Education Sciences Reform Act of 2002 established IES as the unit within the Department to evaluate federal education programs and practices.

B. Background

Family engagement covers many kinds of family interaction with the education system and is a strong predictor of children’s success in school and beyond.2 According to a widely cited typology of family engagement3, the term can mean parenting, communicating, supporting school, learning at home, decision-making, and collaborating with the community. Prior research has linked engagement to higher student grade-point averages and scores on standardized tests;

enrollment in more challenging academic programs; passing more classes and earning more credits; better attendance; improved behavior at home and at school; and better social skills and adaptation to school.4 However, few studies have measured the effectiveness of specific engagement strategies using rigorous methods.

The Department has a strong interest in helping its family engagement programs improve and expand. While different programs -- e.g., Statewide Family Engagement Centers, Parent Training and Information Centers for families of students with disabilities -- share a focus on family engagement, they emphasize different approaches. Some programs prioritize dissemination of information meant to engage families in educational choice and others information or training related to education-related rights. Some programs emphasize building statewide capacity for promoting family engagement and others serve parents directly.

Therefore, it would be useful to better understand how the different programs carry out their work, the challenges faced by grantees, and the needs for rigorous and up-to-date evidence regarding effective strategies.

Task 1—Meetings with the Department

1.1 Initial Meeting. The contractor’s project director and two other key project staff members shall meet with the Contracting Officer (CO) and/or Contracting Specialist (CS), the IES Contracting Officer’s Representative (COR), and other appropriate Department staff within 10 business days after the effective date of the contract award or award of a task order to discuss details regarding the tasks, scheduling activities, and other issues related to the

2 Van Voorhies, F.L., Maier, M. F., Epstein, J. l., and Lloyd, C.M. (2013). The impact of family involvement on the education of children ages 3 to 8: a focus on literacy and math achievement outcomes and social-emotional skills.

New York: MDRC. https://files.eric.ed.gov/fulltext/ED545474.pdf 3 Epstein, J. (2015) in REL Mid-Atlantic Educator Effectiveness Webinar Series. Engaging families in partnership programs to promote student success. https://files.eric.ed.gov/fulltext/ED562603.pdf .

4 Henderson, A. T., and Mapp, K.L. (2002). A new wave of evidence: The impact of school, family, and community connections on student achievement. Austin: SEDL National Center for Family and Community Connections with Schools. https://www.sedl.org/connections/resources/evidence.pdf .

PAGE 9 OF 113 91990020R0018

contract or a particular task order. The meeting will be held in the Department’s office in Washington, DC. The contractor shall come prepared to identify any areas of concern and to suggest ways of responding to them. Within two weeks following the meeting, the contractor shall prepare a memo summarizing the key issues and concerns raised at the meeting, and how each shall be addressed as part of the contract.

1.2 Additional Meeting. The contractor shall meet with the COR in Washington, DC to discuss the progress of contract activities, including all current task orders, and any issues or anticipated problems and proposed solutions to those problems. Within two weeks following the meeting, the contractor shall prepare a memo summarizing the key issues and concerns raised at the meeting, and how each shall be addressed as part of the contract.

Deliverable: Memo summarizing meetings with the COR

Task 2—Technical Working Group (TWG)

2.1 Establish TWG. The role of the TWG will be to advise the contractor on an individual task order or collection of task orders that address a similar topic. Under this contract there may be a single TWG or multiple TWGs, depending on IES’ needs. Each TWG panel shall be comprised of up to eight individuals that have expertise in family engagement strategies and in the research methodologies relevant to the task order(s). The contractor shall evaluate the potential for conflicts of interest by assessing whether any individual considered for inclusion on the TWG has a bias or financial interest in the outcome of the study or study tasks. The contractor shall have TWG members complete conflict of interest forms before appointment to the TWG.

The contractor shall submit a list of potential TWG members to be reviewed and approved by the COR within eight weeks of task order award. The contractor shall contact each approved member and submit letters of commitment and documentation of consulting rates to the COR four weeks after COR approval of the TWG list.

2.2 Convene In-person TWG Meeting: The first meeting of a TWG shall be held in person in

Washington, DC within eight months of task award. The first TWG meeting will be an opportunity both for the panel members and the contractor team to get to know each other and for discussion of the design of the study or study tasks specified in the task order.

Subsequent meetings of a TWG can be in-person or virtual (see Task 2.3). Each in-person meeting will take place in Department facilities in Washington, DC. The contractor shall cover the travel, per diem, and honorarium expenses of the TWG members.

Four weeks prior to the meeting, the contractor shall provide to the COR a draft agenda, a draft slide deck, and a plan for a guided discussion of key topics and issues. Within two

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weeks after the meeting, the contractor shall submit a brief but detailed summary of the key observations and recommendations provided by TWG members, along with the contractor’s proposed actions. The contractor shall not make any significant changes in the task order activities based solely upon the recommendation of TWG members without the written approval of the COR and CO.

2.3 Convene Virtual TWG Meeting. The contractor shall convene a 3-4-hour web-based meeting of a TWG. The date for the meeting shall be set in consultation with the COR. Four weeks prior to the meeting, the contractor shall provide the COR a draft agenda, a draft slide deck, and a plan for a guided discussion of key topics and issues. Within two weeks after the meeting, the contractor shall submit a brief but detailed summary of the key observations and recommendations provided by TWG members, along with the contractor’s proposed actions.

The contractor shall not make any significant changes in the task order activities based solely upon the recommendation of TWG members without the written approval of the COR and

CO.

Deliverable: List of potential TWG members Letters of commitment and consulting rates

Draft meeting materials Summaries of meetings

Task 3— Feasibility and Design

The contractor shall undertake activities to assist IES in determining the key parameters of an implementation or impact study that might be carried out under one or more task orders.

3.1 Feasibility Assessment for Effectiveness Studies. In consultation with the COR, the contractor shall identify or support development of one or more policy-relevant family engagement strategies. The contractor shall then assess the feasibility of examining the/those strategies through a random assignment or regression discontinuity design. These strategies shall be services or approaches to family engagement that are allowable under and potentially, widely used in, one or more of the studied grant programs and have some suggestive evidence of effectiveness. To conduct the feasibility assessment, the contractor may conduct telephone interviews with state or local grant coordinators as appropriate to obtain information about the prevalence of a strategy of interest and how it is implemented. If relevant, the contractor shall conduct telephone interviews with parents or other target recipients of the family engagement strategy to gather information on how the strategy is received and perceived. The contractor shall submit a list of proposed individuals for the interviews and a list of the questions that these individuals would be asked to the COR no more than 8 weeks after task order award. Once approved, the contractor shall carry out the interviews. As necessary, the contractor shall modify or develop variants of the strategy for

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eventual testing. Within 16 weeks of task order award, the contractor shall prepare a memo up to 10 pages long summarizing the design options and the contractor’s recommendations

3.2 Survey Sample Design. As needed, the contractor shall assist the Department in determining design options for one or more surveys with representative or opportunistic samples. In consultation with the COR, the contractor shall identify feasible and policy relevant stratification approaches and the number of local school districts, trainers, teachers, service providers, families, or other type of respondent needed to fulfill the objective of the survey, as specified by the COR. Within 12 weeks of being assigned this task by the COR, the contractor shall prepare a memo up to 10 pages long summarizing the sample design options and the contractor’s recommendations.

3.3 Interview/Focus Group Sample Design. As needed to gain more in-depth descriptive data about how and why grantee projects were developed, the kinds of services offered, and families’ needs, the contractor shall assist the Department in determining design options for one or more sets of interviews or focus groups. In consultation with the COR, the contractor shall identify feasible and policy relevant purposive sampling or opportunistic approaches and the numbers of grant coordinators, SEAs, tribes, grant partners, subgrantees, contractors and/or recipients of program services including families needed to fulfill the objective of the interview, as specified by the COR. Interviews shall consist of pre-specified response categories that can be tabulated, as well as of probes for capturing idiosyncratic elaborations or examples. Within 12 weeks of being assigned this task by the COR, the contractor shall prepare a memo up to 10 pages long summarizing the sample design options and the contractor’s recommendations.

3.4 Study Design Plan. The contractor shall develop a data collection plan for addressing the research questions for one or more studies, as specified by the COR. A plan shall describe the information topics, domains, and constructs that are necessary to achieve the objectives of the study and how that information might be obtained and analyzed. It shall also clearly indicate whether the study is primarily to be an implementation or effectiveness study, and whether, if an implementation study, it is to be primarily quantitative, qualitative, or mixed methods. Within 14 weeks of being assigned the task by the COR, the contractor shall submit a draft version of the plan called for. The COR will review and provide comments on the draft plan within 2 weeks. Within 4 weeks after receiving COR comments, the contractor shall make revisions and submit a final version of the plan that could be included in an Office of Management and Budget (OMB) Forms Clearance package.

3.5 Data Collection Instruments. As needed, the contractor shall develop study intake forms, surveys, questionnaires to gather feedback on parent engagement strategies, interview protocols, data extraction forms or instructions, outreach or recruitment letters, or other instruments, as specified by the COR, to be used in conducting a study under one or more task orders in this contract. These instruments shall minimize burden on respondents while

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ensuring that key data items are collected. Within 4 weeks of the COR approving the study plan under which data shall be collected, the contractor shall submit a draft version of the instruments called for. The COR will review and provide comments on the draft instruments within 2 weeks. The contractor shall make revisions and submit a final version ready for pre-testing and/or inclusion in an Office of Management and Budget (OMB) Forms Clearance package within 4 weeks after receiving COR comments.

3.6 Selection of Service Provider. In consultation with the COR, the contractor shall prepare a request for proposals (RFP) from providers that provide parent engagement services or trainings. The RFP shall include the timelines for proposals, the specific services that the provider will be required to provide, and the criteria by which the proposals shall be evaluated. The RFP shall also specify the maximum amount of funding that will be available to support the provider’s work. The contractor shall propose an expert panel of three persons to help review RFPs and advise on the selection of a provider. Once approved by the COR, the contractor shall contact each proposed member and obtain commitment to serve on the provider selection panel. The contractor shall have each member of the expert panel review the provider proposals and write a brief review of each proposal, including each provider’s strengths and weaknesses. The contractor shall provide the reviews of these experts to the COR within 2 weeks after the provider proposal submission date. Expert panel members will participate in a one- or two-day meeting, organized by the contractor, with up to four providers in which each provider makes a short presentation of their services and responds to questions from expert panel members.

Deliverable: Feasibility assessment memo Survey sample design options memo Interview sample design options memo Draft study plan Final study plan Draft instruments Revised instruments

Proposed expert panel Summary of service provider strengths and weaknesses

Task 4—Systematic Evidence Review

The contractor shall conduct an evidence review following the procedures and standards used by the WWC, including the use of WWC-certified study reviewers. This shall include determining policy-relevant categories of family engagement strategies to examine; developing a review protocol, searching the literature to identify relevant studies; screening in eligible studies; coding eligible studies; assessing the methodological quality of each eligible study; analyzing the results

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of eligible studies that meet WWC standards or meet standards with reservations; and synthesizing the results across studies.

The evidence report that is the culmination of this task shall address the question of what is known about the effectiveness of family engagement strategies – either in one topic area or many, as specified by the COR -- in improving key outcomes. The report shall include a description of the methodology of the review and the state of the literature on program strategies (number of studies identified in the scan for particular outcome measures, the number that meet WWC evidence standards). Most importantly, the report shall summarize the evidence from the studies meeting WWC standards and meeting WWC standards with reservations and identify gaps in the literature.

4.1 Create an Evidence Review Plan. Prior to conducting the review, the contractor shall submit a proposed plan for conducting the evidence review. The evidence review plan shall include parameters for the systematic evidence review, such as databases and other sources that the contractor will consult, search terms the contractor will use, and any limitations that will be imposed (e.g. in terms of publication years). The evidence review plan shall also include the contractor’s plans for systematically compiling the evidence base in an evidence report (e.g., report outline, proposed tables shells, strategies, summary sheets, appendices).

The contractor shall submit the draft evidence review plan to the COR on a timetable specified in the task order. The COR will provide comments on the draft evidence review plan within two weeks. The contractor shall make revisions and submit a final evidence review plan to the COR.

4.2 Conduct the Review. Using the final evidence review plan, the contractor shall conduct the review and submit a draft evidence review report. The report length is expected to be no more than 15 pages, with information on the technical aspects of the review and full documentation of the strategies, data, analytic methods, and results of studies included in appendices. The contractor shall also include a one-page summary of the evidence report that contains enough information to form the basis for a press release.

The COR will review the draft report within three weeks. The contractor shall incorporate revisions to address COR comments and submit a revised report fully responsive to COR comments within four weeks after receiving COR comments. The COR will submit the revised evidence review report to IES’ Standards and Review Office (SRO) for review. The COR will provide comments from peer review to the contractor within approximately two months. The contractor shall be responsive to SRO’s comments and make revisions to the report until it clears SRO. The contractor shall provide a web-ready (i.e. 508-compliant), final report to the COR within two weeks after the report is cleared by SRO.

Deliverables: Draft evidence review plan Final evidence review plan

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Draft evidence review report Revised evidence review report Final evidence review report, web-ready

Task 5 – Prepare OMB Forms Clearance Packages and Document Institutional Review Board Approval

The contractor shall prepare a forms-clearance package to receive approval from OMB for this effort. The contractor shall ensure that the clearance package follows the required OMB format, justifying the necessity for collecting data and comprehensively responding to each required item in the instructions, including: (1) the objectives of the study or collection of studies, (2) the research questions, (3) a crosswalk between the research questions and the information to be collected, (4) instructions to study participants, (5) description of and justification for incentives,

(6) discussion of questions likely to be deemed “sensitive” by OMB, (7) limitations of the study(ies) and their potential use for policy decisions, and (8) table shells indicating how data will be tabulated and analyzed.

All forms clearance packages shall be brief, clear, and well written. Each package shall include the forms and instructions that will be used to obtain data or recruit respondents. Within 6 weeks of having a study design plan approved by the COR, the contractor shall submit a draft OMB package. The COR shall review and provide comments within two weeks and the contractor shall have two weeks after receiving comments from the COR to submit the final OMB clearance package. The COR will then submit the package to begin the OMB approval process.

During the initial 60-day public comment period, the contractor shall pretest the data collection forms so that burden information can be updated in the final package. The contractor shall be prepared to make up to two revisions to forms and justification as required during the approval process.

The contractor shall obtain approval from its Institutional Review Board (IRB) for the evaluations conducted under any task order. The effort to obtain initial approval and to update approval as new task orders are issued should be conducted in conjunction with OMB clearance package efforts.

Deliverables: Draft forms clearance package Final forms clearance package

Task 6 – Outreach and Recruitment

The contractor shall develop and implement a strategy for identifying and recruiting participants (e.g., grant coordinators, grantee partners, SEAs, tribes, districts, curriculum developers, service providers/contractors, parents, teachers, students or others) to meet the sample size or

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comprehensiveness requirements specified in a task order. As part of the recruitment process, the contractor shall prepare notification letters and information packets for the prospective study participants. The notification packet shall include a non-technical brochure describing the study that is suitable for distribution to a broad audience of policy makers and educators. The contractor shall include in the letters and information packets general information on the study as well as specific information on the importance of the study, its purposes, products, timelines, and the expected benefits to be derived from participation in the study. Recruitment may occur through mailings, telephone calls, in-person visits, or discussion with potential participants at key conferences or meetings, as specified in the task order. If specified by the COR, recruitment may be conducted by a third-party that maintains opportunistic sets of survey respondents—e.g., standing panels of parents -- for the purpose of obtaining quick turn-around information on a key topic.

The contractor shall submit an outreach and/or recruitment plan, draft letters, and all other notification materials to the COR for review. Once approved by the COR, the contractor shall send the notification materials to potential participants and execute the recruitment plan. The contractor shall consult with the COR to finalize the list of participants for the study, and subsequently submit documentation of memoranda of understanding or other necessary participation agreements to the COR.

As part of the recruitment process, the contractor shall comply with: The Privacy Act of 1974, P.L. 93-579, 5 USC 552 a; the “Buckley Amendment,” Family Educational and Privacy Act of 1974, 20 USC 1232 g; The Freedom of Information Act, 5 USC 522; and related regulations, including but not limited to: 41 CFR Part 1-1 and 45 CFR Part 5b and, as appropriate, the Federal common rule or the Department’s final regulations on the protection of human research participants.

During recruitment, the contractor shall submit to the COR progress reports on a biweekly basis.

Deliverables: Recruitment plan/materials Progress reports on recruitment

Task 7— Intake, Random Assignment, and Monitoring for Effectiveness Studies

The contractor may need to set up a process for enrolling participants into a study (“intake,” including obtaining consent), for random assignment, and for monitoring implementation of a strategy.

7.1 Intake and Random Assignment. The contractor shall carry out intake at one or more specific points in time – e.g., at the beginning of each semester or of a school year -- or on a rolling basis over an extended period. Random assignment may be of families, students, PAGE 16 OF 113 91990020R0018 teachers/classrooms, schools, or other units depending on the evaluation design and will be specified in the task order. Random assignment may be conducted by the contractor or in the field (at schools or other sites) to accommodate rolling intake. The contractor shall develop protocols and procedures to conduct intake and random assignment to be minimally disruptive to participants and program staff who may be involved in intake. During study intake and random assignment periods, the contractor shall provide biweekly progress updates to the

COR.

7.2 Monitoring Implementation of Strategy. The contractor shall develop processes and procedures to support and monitor implementation of the strategy. During implementation, the contractor shall follow the COR approved processes and procedures to support high quality implementation. The contractor shall also use monthly reporting (see Task 10) to provide ongoing information on implementation, including participant attendance information, if relevant.

Deliverables: Biweekly intake and/or random assignment updates Implementation monitoring and support protocol

Task 8—Data Collection

IES expects that studies conducted under these task orders will rely on a variety of data sources.

These may include extant data (e.g., grant applications, annual performance reports and other grantee-collected data, program monitoring notes, prior program studies/analyses and current literature scans, local artifacts/documents); surveys of agency staff at the state or local level;

family or student surveys or interviews; and state records, school records, or records from other agencies. The specific data to be collected or extracted shall be specified by task order.

Interviews may take place by telephone or in-person depending on the program to be studied.

During periods of survey or interview administration or data extraction, the contractor shall provide bi-weekly progress updates to the COR.

8.1 Administer Surveys to Grant Coordinators and Partners. The contractor shall administer the relevant survey to all program grant coordinators and partners (as applicable) as specified in each task order. The programs will provide lists of these individuals and letters of support.

The contractor shall follow up with the program grant coordinators and partners through mail, email, or telephone calls to achieve a response rate of 100 percent.

8.2 Administer Surveys to Subgrantees and/or Contractors. After interviews with grant coordinators to confirm program structure (i.e., the types, number, and roles of subgrantees and/or contractors providing services), as approved by the COR, the contractor shall administer the relevant survey to the subgrantees and/or contractors. The contractor shall follow up with respondents through mail, email, or telephone calls to achieve a response rate of 85 percent.

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8.3 Administer Surveys to Parents and/or Students. The contractor shall administer, if specified in the task order, the relevant representative survey to the local participants or ultimate beneficiaries in a family engagement implementation or effectiveness study, such as parents and students or recipients of technical assistance services (for example, local education agencies (LEAs), schools, or teachers), in the most efficient manner possible. The contractor shall follow up with respondents through mail, email, and telephone calls to achieve a response rate of 80 percent.

8.4 Conduct Interviews/Focus Groups with Grant Coordinators and Partners. As necessary to supplement surveys with information and examples that are idiosyncratic to each grantee, the contractor shall administer the relevant telephone/in-person interview to the program grant coordinators and partners (as applicable) as specified in each task order. In-person interviews may take place at opportunistic occasions such as project director meetings or conferences.

The contractor shall follow up with the program grant coordinators and partners through mail, email, and telephone calls to achieve a response rate of 100 percent.

8.5 Conduct Interviews/Focus Groups with Subgrantees, Contractors, and/or LEAs. As approved by the COR to supplement surveys, the contractor shall administer the relevant interviews/focus-groups to a purposive sample of subgrantees and/or contractors in charge of carrying out grant activities. The contractor shall follow up with sampled respondents through mail, email, and telephone calls to achieve a response rate of 85 percent.

8.6 Conduct Interviews/Focus Groups with Parents and/or Students. The contractor shall administer, as specified in the task order, the relevant interviews/focus groups to a purposive sample of participants or the ultimate beneficiaries in a family engagement implementation study, such as parents and students, in the most efficient manner possible. The contractor shall follow up with respondents through mail, email, and telephone calls to achieve a response rate of 80 percent.

8.7 Conduct Site Visits. When appropriate and feasible, especially in studies where cultural norms make in-person interviews more likely to obtain candid information than surveys or telephone interviews, the contractor shall arrange for travel and expenses for contractor staff to travel to grantee site(s) to conduct certain data collection in person (case studies). Staff may, for example, spend 2-3 days observing the planning of parent engagement activities, collecting artifacts (e.g., service provider documents, printed outreach brochures, materials requiring some contextual information or on-site explanation) from the site illustrating the kinds of activities funded by the grant and, where possible, observing engagement activities and meetings taking place during the time of the visit.

8.8 Extract Data. In addition to extracting data from grant documents (e.g., grant applications, annual performance reports, etc.), the contractor shall obtain records and extract relevant data

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from designated subgrantees and/or contractors, such as service providers; such data may be in the form of data files or other information sources, such as project websites. The contractor shall obtain records from students in a parent engagement effectiveness study, as applicable, using the most efficient process possible. Student records may be obtained from state data systems (e.g., states’ longitudinal data systems) or from schools directly or other agencies (e.g., districts or SEAs) and include some combination of students’ demographic characteristics and outcomes targeted by the engagement strategy (e.g., literacy achievement, course taking, grades, attendance, or attainment), as specified in the task order. The contractor shall follow up to achieve a response rate of 85 percent.

8.9 Obtain Third Party Data. The contractor shall set up a Memo of Understanding with third party vendors, such as the National Student Clearinghouse (NSC) and obtain outcome data such as student postsecondary educational enrollment and attainment, as specified in a task order.

8.10 Access Other Administrative Records. The contractor shall assist IES in setting up a Memo of Understanding with another agency or organization in order to obtain data on services or outcomes for parents and/or students in a family engagement study, as specified in a task order. The contractor shall specify the data to be extracted and, if the data will be transferred to the contractor, arrange for secure transfer, or use the data on site at the other agency/organization.

8.11 Obtain NCES Restricted Use File data. The contractor shall obtain a NCES restricted use license and the data to conduct extant data analysis (for example, on nationally representative family and student surveys) as specified in a task order.

Deliverables: Completed data request form(s) Memoranda of Understanding

Biweekly progress updates on survey and interview administration and records collection

Task 9—Data Analysis and Reporting

9.1 Analysis Plan. The contractor shall develop a plan that describes the study design, if relevant, and identifies the data sources, key measures, and intended data analyses that will be included in an evaluation report, other external product, or internal memo.