Sole_Source_Notification_20250295.pdf

It is the intent of Washington State to promote open competition and transparency for all contracts for goods and services. In accordance with Department of Enterprise Service (DES) policy #DES-

140-00, all intended sole source contracts must be made available for public inspection for a period of not less than fifteen (15) working days before the start date of the contract. This Sole Source

Notification satisfies the requirement.

This Sole Source Notification is available at the Office of Superintendent of Public Instruction

(OSPI) website and at the Department of Enterprise Services, Washington Electronic Business

Solution (WEBS) Procurement website under the following commodity codes: 918-38-Education and Training Consulting; 924-74-Special Education; 924-77-Teacher Certification Services; 958-

77-Project Management Services.

The Office of Superintendent of Public Instruction (OSPI) intends to award a $3,770,175 sole source contract to Washington Education Association for the period of October 2024, through

June 30, 2025.

The purpose of this contract is to implement a Washington Education Association

Apprenticeship Residency in Teaching (WEA-ART) and Emergency Substitute Teacher (EST)

Support. Specifically, the Contractor shall develop and implement online and in-person professional development opportunities to support the diverse needs of Emergency Substitute

Teachers. Additionally, the Contractor shall implement a Teacher Residency Program to offer certification for individuals with bachelor’s degrees who are interested in earning a special education endorsement.

Consultants contemplating the above requirements shall submit capability statements detailing their ability to meet the state’s requirements no later than 3:00 pm on September 30, 2024.

Capability statements must address the following state requirements:

• Is a statewide labor organization representing educators (required by Engrossed

Substitute Senate Bill (ESSB) 5950)

• Is an approved educator preparation program required by ESSB 5950)

• Has an established, robust, and high-quality professional development system to support Emergency Substitute Teacher learning and a robost residency teacher program

Sole Source Notification Apprenticeship in Residency for Teaching and

Emergency Substitute Training https://www.k12.wa.us/about-ospi/contracting-ospi/competitive-procurements https://www.k12.wa.us/about-ospi/contracting-ospi/competitive-procurements https://fortress.wa.gov/ga/webs/ https://fortress.wa.gov/ga/webs/

OSPI Sole Source Contract 20250295 Page 2 of 5

• Can readily access national resources to build and support its program, including

National Education Association (NEA) professional development offerings, content from microcredentials and instructional and pedagogical expertise

• Has an organization-wide, expanding commitment to race, social and economic justice;

systems to integrate the Cultural Competency, Diversity, Equity and Inclusion (CCDEI) and Social Emotional Learning (SEL) standards and Since Time Immemorial curricula into practice

• Strong connections with community-based partners around the state

• Can support local associations and districts to use collective bargaining to support implementation of teacher residency programs, pathways into certification, and new educator retention

• Has past successful practice implementing large-scale external contracts that meet intended deliverables

In the absence of other qualified sources, and pending approval by the Department of Enterprise

Services, it is OSPI’s intent to make a sole source award of the contract mentioned above to

Washington Education Association.

Although this Sole Source Notification is not an invitation to bid, if you feel your firm is able to provide the goods or services listed above, you may submit a capability statement to:

Marion Kariuki

Office of Superintendent of Public Instruction

Email: contracts@k12.wa.us

In accordance with DES Sole Source policy process #PRO-DES-140-00A, the following documents are attached:

• Attachment 1 – A copy of the Sole Source Contract Filing Justification

• Attachment 2 – A copy of the proposed draft sole source contract in significantly final form

Attachment 1 – Sole Source Contract Filing Justification

Specific Problem or Need

• What is the business need or problem that requires this contract?

The Professional Educators Standards Board annually produces a shortage report for

Washington State. Special Education continues to be identified as the number one critical shortage area (most recently based on school year 2022 – 23 data.) Special

Education is demanding of educators and requires additional specialized training to meet complex educational and student needs. While one goal is for classrooms to be staffed with fully certified and endorsed special education educators, emergency substitute teachers also play an important role within the classroom and are often overlooked of their role in the K-12 system. Substitute teachers are called upon to fill mailto:contracts@k12.wa.us

OSPI Sole Source Contract 20250295 Page 3 of 5 short- and long-term vacancies and continue to positively impact student learning while receiving no or limited professional development available to and required of certificated educators. Therefore, through by Engrossed Substitute Senate Bill (ESSB)

5950, the Legislature allocated funding solely for OSPI to contract with an approved educator prepartion program run by a statewide labor orgnaization representing education to fund cohorts of teach residents.

Sole Source Criteria

• Describe the unique features, qualifications, abilities or expertise of the contractor proposed for this sole source contract.

WEA is uniquely positioned to deliver both parts of this work as they have previously developed and refined the professional development customized to the unique needs of Emergency Substitute Teachers around Washington state. WEA is also able to implement their residency teacher model that can be scaled and adapted to the unique geographic areas and communities in Washington state.

WEA has statewide access and reach through local associations throughout Washington state, supported by 23 regional field offices and is part of the larger labor community in

Washington state which allows them to access and leverage the expertise of tested apprenticeship models. Due to these connections, WEA can support local associations and districts to use collective bargaining to support implementation of teacher residency programs, pathways into certification and new educator retention.

• What kind of market research did the agency conduct to conclude that alternative sources were inappropriate or unavailable? Provide a narrative description of the agency’s due diligence in determining the basis for the sole source contract, including methods used by the agency to conduct a review of available sources such as researching trade publications, industry newsletters and the internet; contacting similar service providers; and reviewing statewide pricing trends and/or agreements.

Based on the list of educator and teacher preparation programs approved by the

Professional Educator Standards Board to operate in Washington State, the Washington

Education Association is the only Washington-approved educator preparation program run by a statewide labor organization representing educators.

WEA has research support from its national organization, and can move more nimbly than current educator preparation programs to meet the critical immediate needs for emergency substitute professional learning and full teacher certification. They can do so in nearly every school district in the state, with a robust clinical program. The range of supports WEA provides to Emergency Substitutes includes one-on-one and group session career coaching; Sub Academies providing full-day professional development;

Online Substitute Educator Professional Development Courses; asynchronous professional development and affinity groups.

OSPI Sole Source Contract 20250295 Page 4 of 5

• As part of the market research, include a list of statewide contracts review and/or businesses contacted, date of contact, method of contact (telephone, mail, e-mail, other), and documentation demonstrating an explanation of why those businesses could not or would not, under any circumstances, perform the contract; or an explanation of why the agency has determined that no businesses other than the prospective contractor can perform the contract.

There are no statewide contracts that meet the legislative requirement of a statewide labor organization representing educators.

• Per the Supplier Diversity Policy, DES-090-06: was this purchase included in the agency’s forecasted needs report?

Yes.

• Describe what targeted industry outreach was completed to locate small and/or veteran-owned businesses to meet the agency’s need.

No outreach was conducted to these business types because the funds were provided by the Legislature to OSPI solely to contract with a statewide labor organization representing educators.

• What considerations were given to unbundling the goods and/or services in this contract, which would provide opportunities for Washington small, diverse, and/or veteran-owned businesses. Provide a summary of your agency’s unbundling analysis for this contract.

No outreach was conducted to these business types because the funds were provided by the Legislature to OSPI solely to contract with a statewide labor organization representing educators.

• Provide a detailed and compelling description that includes quantification of the costs and risks mitigated by contracting with this contractor (i.e. learning curve, follow-up nature).

WEA has already established a teacher residency model as well as a training program for emergency substitutes from a previous multi-year contract with OSPI. They also have already established association personnel in school districts, who are part of and understand both the work of teaching and each district's systems, and can assist with that navigation. Their members have already made a financial commitment to providing teacher preparation and retention support, which would not be available to other entities wishing to offer such a program.

• Is the agency proposing this sole source contract because of special circumstances such as confidential investigations, copyright restrictions, etc.? If so, please describe.

No.

• Is the agency proposing this sole source contract because of unavoidable, critical time delays or issues that prevented the agency from completing this acquisition using a

OSPI Sole Source Contract 20250295 Page 5 of 5 competitive process? If so, please describe. For example, if time constraints are applicable, identify when the agency was on notice of the need for the goods and/or service, the entity that imposed the constraints, explain the authority of that entity to impose them, and provide the timelines within which work must be accomplished.

No.

• What are the consequences of not having this sole source filing approved? Describe in detail the impact to the agency and to services it provides if this sole source filing is not approved.

We would not be fulling the requirement by the Legislature to contract with an approved educator preparation program run by a statewide labor organization representing educators to fund cohorts of teacher residents and to provide a suit of supports and professional development opportunities for 15,000 emergency substitutes.

The state would lose an opportunity to diversify its teaching cadre by tapping these temporary employees for full certification. The burden and cost of preparing educators to effectively instruct students in ways that continues their trajectory of learning and growth would fall to individual schools and districts, many of whom do not have resources available to provide this type of support. Having well-supported substitutes provides greater possibility of not incuring learning loss and impacts the culture and climate throughout the school. When these same individuals have a positive experience in the classroom, they are more likely to consider teaching, especially in hard to staff positions, as a next-step for their career. Not using this opportunity to both create environments of support in our current classroom environments and build for the future means that we continue to work in a scarcity model that does not ensure equitable outcomes for all students.

Reasonableness of Cost

• Since competition was not used as the means for procurement, how did the agency conclude that the costs, fees, or rates negotiated are fair and reasonable? Please make a comparison with comparable contracts, use the results of a market survey, or employ some other appropriate means calculated to make such a determination.

The assigned costs for these services is commensurate with similar activities/services performed by this potential contractor in other venues. The individual costs of each of the activities is commensurate with the costs of providing similar support by this vendor and other vendors. The costs for compensation are commensurate with school district and agency salary scales for work by educators in similar roles. WEA already has staff that are trained in providing support to educators.

Attachment 2 – Proposed Draft Sole Source Contract

See next page

Page 1 of 12 Contract 20250295 between OSPI and Washington Education Association (Rev. 08/24)

CONTRACT FOR SERVICES

Contract No. 20250295 between

SUPERINTENDENT OF PUBLIC INSTRUCTION,

STATE OF WASHINGTON

(hereinafter referred to as Superintendent/OSPI)

Old Capitol Building, PO Box 47200 Olympia, WA 98504-7200 and

WASHINGTON EDUCATION ASSOCIATION

(hereinafter referred to as Contractor)

32032 Weyerhaeuser Way S.

Federal Way, WA 98001

Employer Identification #91-0460645

Unified Business Identifier #178-022-003

In consideration of the promises and conditions contained herein, Superintendent and Contractor do mutually agree as follows:

I. DUTIES OF THE CONTRACTOR

A. The general objective of this Contract is as follows:

Contractor shall assist the Office of Superintendent of Public Instruction in implementing a Washington Education Association Apprenticeship Residency in Teaching (WEA-ART) and Emergency Substitute Teacher (EST) Support. Specifically, the Contractor shall develop and implement online and in-person professional development opportunities to support the diverse needs of Emergency Substitute Teachers. Additionally, the Contractor shall implement a Teacher Residency Program to offer certification for individuals with bachelor’s degrees who are interested in earning a special education endorsement.

B. In order to accomplish the general objective of this Contract, Contractor shall perform the following specific duties to the satisfaction of the OSPI Contract Manager:

General Administration - Program Staffing

1. Implement WEA-ART to support Cohort Two (2) and Three (3)

a. Revise and refine WEA-ART courses from Year 1

b. Create revised course implementation structures for Cohort 3

c. Facilitate program outreach, admissions, and acceptance processes for up to thirty-five (35) teacher residents

d. Prepare for the twenty-seven- (27- ) month review process through the

Professional Educator Standards Board (PESB)

e. Implement required PESB program data collection and compliance requirements

2. Implement Emergency Substitute Teacher (EST) project components

a. Create an online Sub Collaborative program

Page 2 of 12 Contract 20250295 between OSPI and Washington Education Association

b. Provide career coaching support for prospective future educators

c. Host SubPosium events for district substitute coordinators

d. Provide online and in-person professional development

Emergency Substitute Teacher (EST) Learning, Growth and Development

1. EST Professional Development

a. Subcontract with up to eight (8) professional development trainers to provide facilitation for all EST trainings and events.

b. Run up to ten (10) monthly online trainings for ESTs focused on high-demand professional development topics. Content can include, but is not limited to:

i. Behavior management & support

ii. Inclusionary practices

iii. Classroom technology

iv. Effective lesson planning

v. Instructional strategies for high engagement

c. Host up to four (4) SubPosium events to convening school district staff responsible for the hiring, onboarding and placement of ESTs to network, share best practices and examine tools and resources, inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

d. Host up to four (4) one- (1- ) day Sub Academy in-person trainings to support ESTs with high demand professional development topics, inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment. Content can include but is not limited to:

i. Behavior management & support

ii. Inclusionary practices

iii. Classroom technology

iv. Effective lesson planning

v. Instructional strategies for high engagement

vi. Career coaching

e. Provide dates, agendas, and training materials to OSPI.

2. EST Sub Collaborative

a. Subcontract with up to ten (10) Subcommunities trainers to provide facilitation for all Sub Collaborative events.

b. Host up to seven (7) virtual Sub Collaborative events that engage ESTs around Washington state to build community, network, and share best practices.

c. Events inclusive of all operations and logistics expenses including, but not limited to, instructional materials and equipment.

3. EST Career Coaching

a. Subcontract with up to nine (9) teacher leader career coaches to provide coaching events to ESTs interested in K-12 teaching.

b. Host a mixture of up to ten (10) in-person and virtual coaching events to support

ESTs to identify interests in K-12 teaching, explore teacher certification programs in Washington state, develop a plan for achieving certification, and identify support needs.

c. Coaching events will be inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

Page 3 of 12 Contract 20250295 between OSPI and Washington Education Association

Apprenticeship Residency in Teaching

1. Outreach, Engagement & Admissions

a. Host up to ten (10) engagement events with potential candidates considering application to the WEA Apprenticeship Residency in Teaching program, inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

b. Host up to ten (10) admissions events with partner school districts and local associations to interview and evaluate program applicants, inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

c. Provide up to one (1) external partner engagement event to engage external partners and constituents to learn about the WEA-ART program, explore teacher residencies and apprenticeships to address teacher shortages, and share best practices around recruiting and supporting diverse future educators. Event inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

d. Hold up to six (6) advisory board meetings of the WEA Professional Educator Advisory Board (PEAB) as part of educator preparation program approval compliance through the Professional Educator Standards Board (PESB); hold WEA Apprenticeship Committee as part of apprenticeship approval through the Washington State Apprenticeship & Training Council (WSATC). Meetings inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

2. Certification and Assessment Fees

a. Provide up to two hundred (200) fee reimbursements to assist program application and residents with reimbursement of basic skills and content area endorsement testing fees, international transcript review fees, official transcript fees, and state certification fees.

3. Program Delivery

a. Provide week-long coaching and mentoring training for up to forty-five (45) mentor teachers to ensure they have foundational skills and competencies to support resident apprentices.

b. Provide stipends for up to thirty (30) full-time mentors to provide one-on-one support for resident apprentices during the residency experience in Cohort 2.

c. Provide stipends for up to thirty (30) full-time mentors to provide one-on-one support for resident apprentices during the residency experience in the first stage of Cohort 3.

d. Provide coaching and mentoring training for up to two (2) field supervisors to ensure they have foundational skills and competencies to support and evaluate resident apprentices.

e. Provide stipends for up to two (2) field supervisors to provide direct observations and evaluations of resident apprentices with feedback and related documentation.

f. Provide coaching and mentoring training for up to seven (7) local coaches to ensure they have foundational skills and competencies to support resident apprentices and lead local program efforts.

g. Provide stipends for up to six (6) coaches to providing yearlong local support to mentors, field supervisors, school district and local association partners.

h. Provide up to thirty-five (35) curricular stipends for Apprenticeship Residency in Teaching program completers to build classroom curriculum, instruction and assessment resources.

Page 4 of 12 Contract 20250295 between OSPI and Washington Education Association

i. Provide stipends for up to three (3) non-released local association presidents to provide organizational support with program implementation.

j. Provide stipends for up to thirty-five (35) school principals hosting resident apprentices to facilitate their onboarding, involvement with school initiatives and to participate in evaluation.

4. Competency-Based Pathways

a. Identify and assign up to five (5) practicing members to guide WEA’s exploration of competency-based teacher preparation

b. Convene competency-based pathway design team up to five (5) times to explore competency-based teacher preparation pathways and related assessment system needs. Meetings inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

5. Coaching and Mentoring

a. Provide one (1) WEA Coaching and Mentoring Apprenticeship Residency Institute

(CAMARI) for mentor teachers, field supervisors and coaches to ensure foundational knowledge and skills, including the Beginning Educator Support Team (BEST). Institute inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

6. Summer Institute

a. Provide one (1) summer institute to provide coursework and related instructional experiences to resident apprentices as part of their certification program requirements. Institute inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

7. Learning Exploration Site Visits

a. Provide up to two (2), two- (2- ) day regional learning exploration site visits for resident apprentices to conduct learning explorations in school districts and classrooms outside of their assigned school district.

b. Ensure resident apprentices experience a variety of special education classrooms, examine inclusionary practices through reflective observation tools, and apply learning directly to coursework and their own classroom assignments.

c. Site visits inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

8. Curriculum Development Work

a. Subcontract with up to ten (10) curriculum design consultants to meet up to ten

(10) times to refine existing WEA-ART Residency course materials and related instructional tools based on first-year implementation learnings.

b. Transition newly refined curriculum to align with new apprenticeship timeline and format.

c. Meetings inclusive of all operations and logistics expenses including venue, travel, food, printing, office supplies, instructional materials, and equipment.

9. Systems and Support

a. Produce one (1) first-year program evaluation report to summarize program commendations and recommendations.

10. Program Sustainability

a. Develop a multi-year program strategy and related implementation timeline.

b. Create one (1) teacher residency/apprenticeship cost-modeling tool to plan for future program capacity and related growth.

Page 5 of 12 Contract 20250295 between OSPI and Washington Education Association

c. Develop one (1) multi-year plan for grant-seeking and one (1) union training trust plan.

C. The Contractor shall provide the following deliverables to the OSPI Contract Manager by the dates indicated below:

GENERAL ADMINISTRATION – STAFFING

Activity Description Due Date

Program Staffing Summary of staff and hours worked By June 2025

EMERGENCY SUBSTITUTE TEACHER (EST) LEARNING

EST Professional Development

Names and assignments for up to eight (8) professional development trainers

By June 2025

Registration summaries for up to ten (10) online trainings; agendas and training materials

By June 2025

Registration summaries for up to four (4) SubPosium events; agendas and training materials

By June 2025

Registration summaries for up to four (4) Sub Academy events; agendas and training materials

By June 2025

EST Sub Collaborative

Names and assignments for up to ten (10) Sub Communities trainers

By June 2025

Registration summaries for up to seven (7) Sub Collaborative events; agendas and training materials

By June 2025

EST Career Coaching

Names and assignments for up to nine (9) teacher leader career coaches

By June 2025

Registration summaries for up to ten (10) Career Coaching events; agendas and training materials

By June 2025

APPRENTICESHIP RESIDENCY IN TEACHING

Outreach, Engagement & Admissions

Registration summaries for up to ten (10) candidate engagement events; agendas and training materials

By June 2025

Registration summaries up to ten (10) admissions events; schedule, agendas, and training materials

By June 2025

Registration summary for up to one (1) external partner engagement events; agendas and training materials

By June 2025

Registration summaries for up to six (6) advisory board meetings; agendas and training materials

By June 2025

Certification & Assessment Fees

Summary of each reimbursement, including name of applicant or resident apprentice, cost and item reimbursed

Page 6 of 12 Contract 20250295 between OSPI and Washington Education Association

APPRENTICESHIP RESIDENCY IN TEACHING

Activity Description Due Date

Program Delivery Registration summaries for up to forty-five (45) week-long coaching and mentoring training;

agendas and training materials

By June 2025

Names and assignments for up to thirty (30) full-time mentor teachers for Cohort 2

By June 2025

Names and assignments for up to thirty (30) full-time mentor teachers for Cohort 3

By June 2025

Registration summaries for up to two (2) field supervisor week-long coaching and mentoring training; agendas and training materials

By June 2025

Names and assignments for up to two (2) field supervisors providing yearlong support to residents and WEA

By June 2025

Registration summaries for up to seven (7) coaches week-long coaching and mentor training; agendas and training materials

By June 2025

Names and assignments for up to six (6) coaches providing yearlong support to residents, district partners, field supervisors, and WEA

By June 2025

Names and assignments for up to thirty-five (35) apprentice curricular stipends for classroom resources upon program completion

By June 2025

Names and assignments for up to three (3) local association leader stipends for non-release leaders

By June 2025

Names and assignments for up to thirty-five (35) principals providing on-site support and review of apprentices

By June 2025

Competency-Based Pathways

Names and assignments for up to five (5) competency-based development consultants

By June 2025

Registration summaries for up to five (5) meetings of competency-based design team;

agendas and materials

By June 2025

Coaching & Mentoring

Registration summary of summer institute training; agenda and training materials

By June 2025

Summer Institute Registration summary of training for apprentices; agendas and training materials

By June 2025

Learning Exploration Site Visits

Registration summaries of up to two (2) regional learning exploration site visits; agendas and materials

By June 2025

Curriculum Development Work

Names and assignments for up to ten (10) design team consultants

By June 2025

Registrations summaries of up to ten (10) design team meetings; agendas and materials

By June 2025

Systems & Support Completed program evaluation report document By June 2025

Program Sustainability

One (1) program strategy timeline and plan By June 2025

One (1) teacher residency/apprenticeship cost modeling product

Page 7 of 12 Contract 20250295 between OSPI and Washington Education Association

APPRENTICESHIP RESIDENCY IN TEACHING

Up to two (2) grant and training trust plans By June 2025

D. Subcontracting Compliance. This Contract is subject to compliance tracking using the

State’s business diversity management system, Access Equity (B2Gnow). The Contractor and all Subcontractors shall report and confirm receipt of payments made to the Contractor and each Subcontractor through the Access Equity system, per Subcontractor Payment Reporting requirements within Attachment A – General Terms and Conditions.

• Within fifteen (15) days of contract commencement, the Contractor shall register and enter all required subcontractor information into the Access Equity system.

• Within twenty (20) days of contract commencement, the Contractor shall complete the required user training.

• Within thirty (30) days of payment from OSPI to the Contractor, the Contractor shall report the amount and date of all payments (i) received from the Superintendent, and

(ii) paid to Subcontractors.

As such, OSPI hereby acknowledges Contractor will utilize the following subcontractors. Any additional subcontractors/substitutions of subcontractors shall be submitted to the OSPI Contract Manager in writing before performing any duties related to this Contract.

• Auburn School District

• College Place School District

• Federal Way School District

• Issaquah School District

• Mukilteo School District

• National Center for Teacher Residencies

• Novak Educational Consulting, Inc.

• PACE Staffing Network

• Pasco School District

• Peninsula School District

• Sedro Woolley School District

• Sumner-Bonney Lake School District

• Walla Walla School District

II. CONDITIONS OF COMMENCEMENT OF PERFORMANCE

AND

SCHEDULE OF PERFORMANCE

Contractor shall not commence performance, or be entitled to compensation or reimbursement for any services rendered, prior to the occurrence of each of the following conditions: (1) This Contract must be executed by a representative of the Contractor and the Superintendent; (2) Provisions of Chapter 39.26 RCW require the Agency to file this sole source Contract with the Department of Enterprise Services (DES) for approval; no Contract so filed is effective nor shall work commence under it until the fifteenth (15th) working day following the date of filing, subject to DES approval. In the event DES fails to approve the Contract, the Contract shall be null and void; and (3) Contract Manager must confirm the occurrence of conditions number one (1) and two (2) and notify the Contractor to commence performance.

The schedule of performance of Contractor’s duties is as follows subject, however, to the three

(3) prior conditions to commencement of performance set forth immediately above:

https://omwbe.diversitycompliance.com/

Page 8 of 12 Contract 20250295 between OSPI and Washington Education Association

October 1, 2024, date of approval by DES, or date of execution, whichever is later, through June 30, 2025.

III. DUTIES OF THE SUPERINTENDENT

A. In consideration of Contractor’s satisfactory performance of the duties set forth herein, Superintendent shall compensate Contractor in an amount not to exceed a total of three million, seven hundred seventy thousand, one hundred seventy-five dollars ($3,770,175) as noted below in part B, Schedule of Payments. Payment for satisfactory performance shall not exceed this amount unless the parties mutually agree to a higher amount prior to the commencement of any work, which will cause the maximum payment to be increased.

Funds for the payment of this Contract are provided by state dollars.

B. Payment shall be made to the Contractor as follows:

Monthly , in the form of progress payments in the amounts and for the stages of partial performance set forth below:

SCHEDULE OF PAYMENTS

General Administration – Staffing

Activity Description Rate Budget

Program Staffing Staffing inclusive of salaries and benefits

Up to $904,932

Indirects Administrative Overhead 10% of Direct Expenses

Up to $90,493

Total: $995,425

Emergency Substitute Teacher (EST) Learning

Activity Description Rate Budget

EST Professional Development

Up to eight (8) professional development trainers

$10,000 / trainer

Up to $80,000

Up to $185,000

Up to ten (10) online trainings $2,500 / training

Up to $25,000

Up to four (4) SubPosium events

$10,000 / event

Up to $40,000

Up to four (4) Sub Academy events

$10,000 / event

Up to $40,000

EST Sub Collaborative

Up to ten (10) Sub Communities trainers

$7,000 / trainer

Up to $70,000

Up to $98,000

Up to seven (7) Sub Collaborative events

$4,000 / event Up to $28,000

Page 9 of 12 Contract 20250295 between OSPI and Washington Education Association

EST Career Coaching

Up to nine (9) teacher leader career coaches

$5,000 / coach

Up to $45,000

Up to $95,000

Up to ten (10) career coaching events

$5,000 / event Up to $50,000

Indirects Administrative Overhead 10% of Direct Expenses

Up to $37,800

Total: Up to $415,800

Apprenticeship Residency in Teaching

Activity Description Rate Budget

Outreach, Engagement & Admissions

Up to ten (10) candidate engagement events

$1,500 / event Up to $15,000

Up to $120,000

Up to ten (10) admissions events

$1,500 / event Up to $15,000

Up to one (1) external partner engagement event

$60,000

Up to six (6) advisory board meetings

$5,000 / meeting

Up to $30,000

Certification & Assessment Fees

Up to two hundred (200) fee reimbursements

$100 / reimbursement

Up to $20,000

Program Delivery Up to forty-five (45) mentor teachers attending week-long coaching and mentoring training

$5,000 / teacher

Up to $225,000

Up to $774,500

Up to thirty (30) full-time mentor teachers for Cohort 2 (3 instructional rounds)

$7,500 / teacher

Up to $225,000

Up to thirty (30) full-time mentor teachers for Cohort 3 (1 instructional round)

$2,500 / teacher

Up to $75,000

Up to two (2) field supervisors attending coaching and mentoring training

$5,000 / supervisor

Up to $10,000

Up to two (2) field supervisors providing yearlong support to residents and WEA

$25,000 / supervisor

Up to $50,000

Up to seven (7) coaches attending coaching and mentoring training

$5,000 / coach Up to $35,000

Up to six (6) coaches providing yearlong support to residents, district partners, field supervisors and WEA

$6,250 / coach Up to $37,500

Up to thirty-five (35) apprentice curricular stipends for

$2,000 / apprentice

Page 10 of 12 Contract 20250295 between OSPI and Washington Education Association

SCHEDULE OF PAYMENTS

Apprenticeship Residency in Teaching

Activity Description Rate Budget classroom resources upon program completion

Up to $70,000

Up to three (3) local association leader stipends for non-release leaders to support program

$4,000 / leader Up to $12,000

Up to thirty-five (35) principals providing on-site support and review of apprentices

$1,000 / principal

Up to $35,000

Competency-Based Pathways

Up to five (5) competency-based development consultants

$10,000 / consultant

Up to $50,000

Up to $75,000

Up to five (5) meetings of competency-based design team

$5,000 / meeting

Up to $25,000

Coaching & Mentoring

Up to one (1) training for mentor teachers, field supervisors and coaches

$190,000 $190,000

Summer Institute Up to one (1) summer institute training for apprentices

$265,000 $265,000

Learning Exploration Site Visits

Up to two (2), two- (2- ) day regional learning exploration site visits

$75,000 / event Up to

$150,000

Up to $150,000

Curriculum Development Work

Up to ten (10) design team consultants

$30,000 / consultant

Up to $300,000

Up to $500,000

Up to ten (10) design team meetings

$20,000 / meeting

Up to $200,000

Systems & Support Up to one (1) program evaluation report

$10,000 $10,000

Program Sustainability

Up to one (1) program strategy timeline and plan

$10,000 Up to $40,000

Up to one (1) teacher residency/apprenticeship cost modeling product

$10,000

Up to two (2) grant and training trust plans

$10,000 / plan Up to $20,000

Indirects Administrative Overhead 10% of Direct Expenses

Up to $214,450

Total: Up to $2,358,950

Page 11 of 12 Contract 20250295 between OSPI and Washington Education Association

The invoices shall include the Contract number, and document to the OSPI Contract Manager’s satisfaction a description of the work performed and payment requested. Within approximately thirty (30) calendar days of the OSPI Contract Manager receiving and approving the invoice, payment will be mailed or electronically transferred to the Contractor by Agency Financial Services, OSPI.

If errors are found in the submitted invoice or supporting documents, the OSPI Contract Manager will notify the Contractor. In order to receive payment, it shall be the responsibility of the Contractor to make corrections in a timely manner, resubmit the invoice and/or supporting documentation as requested, and notify the OSPI Contract Manager.

C. Final payment shall be made after acceptance by the OSPI Contract Manager if received by the OSPI Contract Manager within ninety (90) days after the contract expiration date, unless negotiated with the OSPI Contract Manager and the Fiscal Budget Analyst.

IV. CONTRACT MANAGEMENT

The following shall be the contact person for all communications and billings regarding the performance of this contract. Any changes to this information shall be communicated to the other party in writing as soon as reasonably possible.

Washington Education Association OSPI

V. INCORPORATION OF ATTACHMENTS AND ORDER OF PRECEDENCE

Each of the attachments listed below is by this reference hereby incorporated into this Contract.

In the event of an inconsistency in this Contract, the inconsistency shall be resolved by giving precedence in the following order:

• Applicable Federal and state of Washington statutes and regulations

• Special Terms and Conditions as contained in this basic contract instrument

• Attachment A – Contract for Services, General Terms and Conditions

• Any other provision, term or material incorporated herein by reference or otherwise incorporated.

mailto:jmeadows@washingtonea.org mailto:taylor.kidder-morrill@k12.wa.us

Page 12 of 12 Contract 20250295 between OSPI and Washington Education Association

VI. APPROVAL

This Contract shall be subject to the written approval of the Superintendent’s authorized representative and shall not be binding until so approved. The Contract may be altered, amended, or waived only by a written amendment executed by both parties.

We the undersigned agree to the terms of the foregoing Contract.

Washington Education Association Superintendent of Public Instruction

State of Washington

Signature Kyla L. Moore, Contracts Administrator

Printed Name Date

Title

Date

Who certifies that he/she is the Contractor identified herein, OR a person duly qualified and authorized to bind the Contractor so identified to the foregoing Agreement.

Approved as to FORM ONLY by the Assistant Attorney General

Page 1 of 15 Contract 20250295 Attachment A – General Terms and Conditions between OSPI and Washington Education Association FORM SPI D-283 (Rev. 01/24)

Attachment A Contract for Services

GENERAL TERMS AND CONDITIONS,

Definitions. As used throughout this Contract and General Terms and Conditions, the following terms shall have the meaning set forth below:

“Contract” or “Agreement” means the entire written agreement between OSPI and the Contractor, including any attachments, exhibits, documents, or materials incorporated by reference. Contract and Agreement may be used interchangeably.

"Contractor" shall mean that firm, provider, organization, individual, or other entity performing service(s) under this Contract, and shall include all employees of the Contractor.

“Services” means all work performed or provided by Contractor pursuant to this Contract.

“Statement of Work” or “SOW” or “Scope of Work” means a detailed description of the work activities the Contractor is required to perform under the terms and conditions of this Contract, including the deliverables and timeline.

"Subcontractor" shall mean one not in the employment of the Contractor, who is performing all or part of those services under this Contract under a separate contract with the Contractor. The terms " Subcontractor" and " Subcontractors" means Subcontractor(s) in any tier.

"Superintendent" shall mean the Office of Superintendent of Public Instruction (OSPI) of the State of Washington, any division, section, office, unit or other entity of the Superintendent, or any of the officers or other officials lawfully representing the Superintendent. Superintendent and OSPI may be used interchangeably.

1. Access to Data. In compliance with Chapter 39.26 RCW, the Contractor shall provide access to data generated under this Contract to the Superintendent, the Joint Legislative Audit and Review Committee, and the State Auditor at no additional cost. This includes access to all information that supports the findings, conclusions, and recommendations of the Contractor’s reports, including computer models and methodology for those models.

2. Alterations and Amendments. This Contract may be amended only by mutual agreement of the parties. Such amendments shall not be binding unless they are in writing and signed by personnel authorized to bind each of the parties.

3. Americans with Disabilities Act (ADA) of 1990, Public Law 101-336, also referred to as the “ADA” 28 CFR Part 35. The Contractor must comply with the ADA, which provides comprehensive civil rights protection to individuals with disabilities in the areas of employment, public accommodations, state and local government services, and telecommunications.

4. Assignment. Neither this Contract, nor any claim arising under this Contract, shall be transferred or assigned by the Contractor without prior written consent of the Superintendent.

5. Assurances. The Superintendent and the Contractor agree that all activity pursuant to this

Contract will be in accordance with all applicable current federal, state and local laws, rules and regulations.

Page 2 of 15 Contract 20250295 Attachment A – General Terms and Conditions between OSPI and

FORM SPI D-283 (Rev. 01/24)

6. Attorney’s Fees. In the event of litigation or other action brought to enforce contract terms, each party agrees to bear its own attorney’s fees and costs.

7. Audit Requirements. If the Contractor is a Subrecipient of federal awards as defined by the Office of Management and Budget (OMB) CFR, Part 200, Subpart F, and expends seven hundred and fifty thousand dollars ($750,000) or more in federal awards (does not apply to contracts for goods and services) from all federal sources in any fiscal year beginning on or after December 26, 2014, the Contractor shall procure at their expense a single or program-specific audit for that year. The Contractor shall incorporate OMB CFR, Part 200, Subpart F audit requirements into all contracts between the Contractor and its Subcontractors who are Subrecipients of federal awards. The Contractor shall comply with any future amendments to OMB and any successor or replacement Circular or regulation.

8. Budget Revisions. Any monetary amount budgeted by the terms of this Contract for various activities and line-item objects of expenditure may be revised without prior written approval of Superintendent, so long as the revision is no more than ten percent (10%) of the original line item amount and the increase in an amount is offset by a decrease in one or more other amounts equal to or greater than the increase. All other budget revisions exceeding ten percent (10%) shall only be made with the prior written approval of the Superintendent.

9. Certification Regarding Debarment, Suspension, and Ineligibility. The Contractor certifies that neither it nor its principals are debarred, suspended, proposed for debarment, or voluntarily excluded from participation in transactions by any federal department or agency. The Contractor further certifies that they will ensure that potential subcontractors or any of their principals are not debarred, suspended, proposed for debarment, or voluntarily excluded from participation in covered transactions by any federal department or agency.

“Covered transactions” include procurement contracts for goods that are expected to equal or exceed twenty-five thousand dollars ($25,000). Contractor may do so by obtaining a certification statement from the potential subcontractor or subrecipient or by checking online at the System for Award Management (SAM), Excluded Parties List. The Contractor shall immediately notify the Superintendent if, during the term of this contract, Contractor becomes debarred. The Superintendent may immediately terminate this Contract by providing Contractor written notice if Contractor becomes debarred during the term of this Contract.

The Contractor also certifies that neither it nor its principals are debarred, suspended, or proposed for debarment from participation in transactions by any state department or agency. The Contractor further certifies that they will ensure that potential subcontractors or any of their principals are not debarred, suspended, or proposed for debarment from participation in covered transactions by any state department or agency.

10. Certification Regarding Lobbying. The Contractor certifies that Federal-appropriated funds will not be used to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress or an employee of a member of Congress in obtaining any Federal contract, grant or any other award covered by 31 USC 1352. Contractor must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Contractor shall require its subcontractors to certify compliance with this provision.

Page 3 of 15 Contract 20250295 Attachment A – General Terms and Conditions between OSPI and

FORM SPI D-283 (Rev. 01/24)

11. Certification Regarding Wage Violations. The Contractor certifies that within three (3) years prior to the date of execution of this Contract, Contractor has not been determined by a final and binding citation and notice of assessment issued by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction to have willfully violated, as defined in RCW 49.48.082, any provision of RCW chapters 49.46, 49.48, or 49.52.

The Contractor further certifies that it will remain in compliance with these requirements during the term of this Contract. Contractor will immediately notify the Superintendent of any finding of a willful violation entered by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction entered during the term of this Contract.

12. Change in Status. In the event of substantive change in the legal status, organizational structure, or fiscal reporting responsibility of the Contractor, Contractor agrees to notify the Superintendent of the change. Contractor shall provide notice as soon as practicable, but no later than thirty (30) days after such a change takes effect.

13. Confidentiality. The Contractor acknowledges that all of the data, material and information which originates from this Contract, and any student assessment data, material and information which will come into its possession in connection with performance under this Contract, consists of confidential data owned by the Superintendent or confidential personally identifiable data subject to the federal Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR Part 99) or other privacy laws, and that the data must be secured and protected from unauthorized disclosure by the Contractor. The Contractor is wholly responsible for compliance with FERPA requirements.

The Contractor, therefore, agrees to hold all such material and information in strictest confidence, not to make use thereof other than for the performance of this Contract, to release it only to authorized employees and agents requiring such information and not release or disclose it to any other party. The Contractor agrees to release such information or material only to employees and agents who have signed a written agreement expressly prohibiting disclosure or usages not specifically authorized by this Contract.

14. Copyright Provisions. Unless otherwise provided, all Materials produced under this

Contract shall be considered "works for hire" as defined by the U.S. Copyright Act and copyright shall be owned by the Superintendent. The Superintendent shall be considered the author of such Materials. If Materials are not considered “works for hire”, Contractor hereby irrevocably assigns all right, title, and interest in Materials, including all intellectual property rights, to the Superintendent effective from the moment of creation of such Materials.

Materials means all items in any format and includes, but is not limited to, data, reports, documents, pamphlets,…