ATTACHMENT A EISENHOWER NATIONAL CLEARINGHOUSE FOR MATHEMATICS AND SCIENCE EDUCATION STATEMENT OF WORK I. INTRODUCTION A. Overview The Development and Demonstration Programs Division (DDPD) of the Office of Reform Assistance and Dissemination, Office of Educational Research and Improvement of the U.S. Department of Education has a requirement for the continued expansion and operation of the Eisenhower National Clearinghouse for Mathematics and Science Education (ENC). ENC is responsible for identifying and collecting all mathematics and science curriculum and instructional materials and programs for elementary, middle, and secondary schools, and disseminating information about them in various print and non-print formats. The requirement includes materials and programs developed with Federal and non-Federal funds. Authorization for this Clearinghouse activity is included in the Elementary and Secondary Education Act of 1965, as amended by the Improving America's Schools Act, Title II, Part A Section 2102 (20 U.S.C. 6621-6622). Specifically, the legislation authorizes the Department, in consultation with the Director of the National Science Foundation, to award a grant or contract for the Eisenhower National Clearinghouse which shall: 1. maintain a permanent repository of mathematics and science education instructional materials and programs for elementary and secondary schools, including middle schools (including to the extent practicable, all materials and programs developed with Federal and non-Federal funds, such as instructional materials developed by the Department, materials developed by State and national mathematics and science programs assisted under the Eisenhower Federal Activities program, and other instructional materials) for use by the regional consortia and by the general public; 2. compile information on all mathematics and science education programs administered by each Federal agency or department; 3. disseminate information, programs, and instructional materials to the public, dissemination networks, and the regional consortia; 4. coordinate with identifiable and existing databases containing mathematics and science curriculum and instructional materials, including Federal, non-Federal, and, where feasible, international databases; 5. coordinate professional development opportunities in collaboration with the Regional Consortia (Attachment 3) on topics of national interest in mathematics and science education reform. 6. participate in collaborative meetings of representatives of the Clearinghouse and the regional consortia to discuss issues of common interest and concern, to foster effective collaboration and cooperation in acquiring and distributing curriculum materials and programs, and to coordinate computer network access to the Clearinghouse and the resources of the regional consortia, except that not more than 3 percent of the funds awarded shall be used to carry out this subparagraph; and 7. gather qualitative and evaluative data on submissions to the Clearinghouse. The ten Eisenhower Regional Mathematics and Science Consortia grant projects work in collaboration with the Eisenhower National Clearinghouse to provide technical assistance and dissemination of information to aid states and individual educators in implementing mathematics and science programs in accordance with national and state standards. Users and potential users of the Clearinghouse are referred frequently to the Regional Consortia for information about the Clearinghouse. The Consortia also provide information about major national reform efforts and help schools and teachers adopt and implement new activities and programs. Further, the Consortia help identify and obtain for the Clearinghouse instructional materials and programs in mathematics and science education developed with State and Local funds. B. Background of the Eisenhower National Clearinghouse (the Clearinghouse) or Mathematics and Science Education The current Clearinghouse was initially funded by the U.S. Department of Education (ED), Office of Educational Research and Improvement on September 30, 1992, under Section 204 of the "Excellence in Mathematics, Science, and Engineering Education Act of 1990" to establish and operate the Eisenhower National Clearinghouse under contract number R392126001. Administration of ENC resides with the Eisenhower Professional Development Federal Activities Program within the Development and Demonstration Programs Division of OERI. The purpose of the Clearinghouse is to promote excellence in mathematics and science education in the nation's schools through a broad-based acquisition of and access to instructional and curriculum materials and programs for grades K-12. Over the years, a substantial amount of Federal and non-Federal funds have been expended to support the development of these materials and programs; but until the creation of ENC as a central collection point, information about the existence or availability of these materials was inadequate and difficult to access by educators throughout the nation. ENC has made substantial progress in collecting K-12 curriculum and instructional materials from many sources. Included in the collection are curriculum and instructional materials and programs that received financial support from one or more Federal agencies including the U.S. Departments of Education, Commerce and Energy, and the National Science Foundation. Among the non-Federal agencies or organizations that have provided materials or programs are: Texas Instruments; Scholastic, Inc.; Bingwa Software Company; Cuisenaire; Optical Data Corporation; and the Foundation for Advancement in Science and Education. As of September 1996, which concluded the fourth year of operation, ENC had identified over 2,900 resources for acquisition, and was in the process of developing records for about 1,600 other resources. In addition, ENC's collection already contained a total of 7,055 records of which more than 700 included third-party evaluations. Other activities or accomplishments of the existing Clearinghouse by the end of its fourth year of operation include: 1. production of two CD-ROMs, the most recent containing the complete text of the 1989 Curriculum and Evaluation Standards for School Mathematics by the National Council of Teachers of Mathematics and curriculum frameworks in both math and science from several states and pointers to sites with other national standards documents. Journal articles, records from the ENC Resource Finder, and ENC's publications are also included on this disc. 2. production of various publications including (a) ENC Update, a newsletter which is published three times a year and mailed to every school in the nation along with many others whose names and addresses are contained on an expanding mailing list; (b) the ENC Focus, a mini-catalog produced periodically on a core theme and mailed to every school district. Some topics covered thus far include: Equity in the Classroom: Mathematics and Science Materials and Resources for Elementary Teachers, Active Learning with Hands-On Resources, Integrating Math and Science, and New Approaches to Assessment in Science and Math; (c) publication of three monographs which offer different perspectives on reform in mathematics and science education. The first set of monographs was prepared in conjunction with the National Council of Teachers of Mathematics, National Science Teachers Association, and Project 2061 at the American Association for the Advancement of Science; (d) The Guidebook of Federal Resources for K-12 Mathematics and Science, an annual publication that the Eisenhower Regional Consortia for Mathematics and Science Education helps to distribute; and (e) sustained collaboration with the National Network of Eisenhower Regional Consortia and Clearinghouse. All publications of ENC are available electronically through ENC Online @http://www.enc.org and accessible by parents, students, teachers, and other educators throughout the nation electronically. Some foreign countries also have accessed the information through the world wide web page. Free access is provided to resources on the Internet with quick links to materials of interest via 800 dial-in with a modem. The Clearinghouse has provided assistance to teachers and students in accessing and using this material and have made presentations and given demonstrations at conferences. C. Purpose It is critical that parents, students, teachers and other educators have ongoing access to curriculum and instructional materials that will enable them to reach the third and fifth National Education Goals of all children competent in challenging subject matters and be first in the world in mathematics and science achievement. The Third International Mathematics and Science Study (TIMSS), released in November 1996, indicates that there still is much work to be done in science education, and even more work to be done in mathematics education before the United States achieves a high level in these subjects. Therefore, it is imperative that challenging mathematics and science curricula and instructional strategies are available to parents, students, teachers, and other educators and interested parties to support efforts to improve mathematics and science education. This contract will provide for the continued operation and expansion of the Eisenhower National Clearinghouse for Science and Mathematics Education. The Clearinghouse will continue to identify, collect, and disseminate information about successful mathematics and science curriculum and instructional materials for grades K-12 via technology and in print form. In addition, the new Clearinghouse will be asked to expand its role in providing professional development and training nationwide in collaboration with the Eisenhower Regional Consortia. Many of the activities to be conducted through the life of the contract will be identical to and build upon those conducted during the initial year. It will also build upon activities conducted under the first contract. D. Anticipated Outcomes By the end of the five-year contract period, the Eisenhower National Clearinghouse shall have: 1. collected and maintained the most recent and comprehensive listing of mathematics and science education curricula and instructional materials; 2. provided widespread access to information regarding best practices as well as connected with established communities of learners; 3. informed practicing educators about the ongoing process of school improvement strategies in mathematics and science through professional development opportunities; and 4. promoted excellence, equity and enhanced connections and collaborations among schools, families and communities as a means to improve educational opportunities for all students. II. TASKS The Contractor shall perform the following tasks and their associated subtasks. The Contractor shall provide all services necessary to accomplish this Statement of Work, up to the level of effort stated in each Task. All work conducted under this contract shall be consistent with the enabling legislation. Task 1. Receipt of Prior Clearinghouse Activities and Materials The Contractor shall attend a minimum of two (2) meetings with the Contracting Officer and the Contracting Officer's Technical Representative (COTR) to discuss in detail the status of the Clearinghouse's operations and the means by which a smooth transition can be implemented. The Contractor shall prepare to receive all Government- furnished property and equipment, all archived copies of curriculum and instructional materials in print and non-print format, as well as all materials, mailing lists, data, and software produced or acquired with contract funds. The Contractor shall receive all machine-readable items with documentation and, in file format and media suitable for transport. Task 2. Eisenhower National Clearinghouse Management The purpose of this task is to ensure that the organization designated and supported by ED to operate the Eisenhower National Clearinghouse is both visible and effective in achieving its mission. Therefore, the Clearinghouse must be governed and operated in conformance with the authorizing legislation. Task 2 consists of eight subtasks: (1) steering committee, (2) management, (3) performance indicators, quality assurance and evaluation, (4) planning, (5) staff development, (6) collaboration/meetings, (7) technology, and (9) reporting. Subtask 2.1. Steering Committee The Contractor shall recommend members to participate on the Eisenhower National Clearinghouse Steering Committee. The recommended members shall be approved by the COTR. The Steering Committee shall be responsible for recommending policies, activities, and internal and external evaluation strategies to the contractor for the Clearinghouse. Such a committee shall include a maximum of 20 people who are mathematicians, scientists, and representatives from major professional associations in mathematics and science education, including such organizations as the National Council of Teachers of Mathematics (NCTM), National Science Teachers Association (NSTA), the National Educational Association (NEA), the American Federation of Teachers (AFT), the National Science Foundation (NSF), the American Association of School Librarians, state and local education agencies, and major related programs in the Department of Education and the Department's regional education laboratories, the Eisenhower Regional Consortia for Mathematics and Science Education, the Regional Technology in Education Consortia, the Comprehensive Regional Assistance Consortia. The Contractor shall ensure that the project director and another senior staff member participate in an annual meeting of the full Steering Committee. The Contractor shall be responsible for the coordination and logistics of the biannual meetings of the Steering Committee's executive committee whose purpose is to provide visibility for the Clearinghouse and advise the full Steering Committee. One of the two annual meetings of the executive committee shall be in person; the other meeting may be conducted via conference call, or by electronic means. Subtask 2.2. Management The Contractor shall implement procedures to manage Clearinghouse functions including: personnel, scheduling of activities, reviewing and assessing program progress, ensuring timely delivery of Clearinghouse services and products, and communicating with OERI and external audiences. These procedures shall include an internal control system to track activities (and related expenditures) and methods for ensuring the appropriate assignment of staff, and acquisition and placement of resources to carry out activities. The Contractor shall provide oversight of all Demonstration sites. The Contractor shall ensure that all textual material and data kept in machine-readable form shall be secure and unalterable by anyone except specified contract personnel. The Contractor shall review and revise if necessary, existing procedures for obtaining, abstracting, and cataloguing copyrighted instruction and curriculum materials. Subtask 2.3. Performance Indicators, Quality Assurance and Evaluation a. Performance Indicators Working in collaboration with the regional consortia and in ongoing consultation with the COTR, the Contractor shall participate in efforts to develop, pilot test and use performance indicators that describe the outcomes of selected Clearinghouse efforts, including indicators of customer satisfaction and the extent to which the anticipated outcomes were actually achieved. A viable set of performance indicators, and a reporting system to collect and transmit this information, shall be developed no later than 12 months after the contract award. A pilot test of data collection and reporting related to the indicators shall be conducted no later than 15 months after contract award, with a performance indicator system operational no later than 24 months after award. b. Quality Assurance The Contractor shall develop and implement a quality assurance system that shall ensure the highest possible quality of its services, products and publications intended for wide distribution. The quality assurance system shall include a minimum of the following elements: - criteria and procedures for quality assurance review of all products by an internal editorial review board. - a differentiated system of quality assurance reviews for various types of deliverables, publications, and services. The description of the system shall include identification of which types of items are to be reviewed externally and which internally, and the criteria to be used; - the use of expert panels or focus groups, which include teachers, to inform product development and professional development; and - an annual listing of products and publications that the Contractor intends to produce with funds under this contract delivered in collaboration with the COTR. Each listing should include a brief description of the product, its intended audience, the approximate date of publication and the approximate number of copies to be produced. The Contractor shall provide copies of each product and publication to the COTR in draft form and shall allow at least two weeks for OERI review and comment. The COTR shall approve all products before publication. c. Internal Evaluation The Contractor shall develop a preliminary plan to conduct periodic in-depth evaluations of every major product the Clearinghouse prepares, its services, its activities, and the individual instructional materials and programs it made available to the public. The plan shall include from whom evaluations are solicited and when the evaluations will be requested. The plan shall provide comprehensive details on the projected content of the evaluation instruments. These evaluation instruments and any accompanying products that are to be assessed shall be submitted to the COTR for review. The Contractor shall allow one (1) month for review of draft evaluation instruments. The timetable for Departmental review of internal instruments shall be agreed upon through negotiation of the schedule with the COTR. The Contractor shall present three (3) copies of a refined evaluation plan to the Department nine (9) months after the contract's effective date; the COTR will respond in one (1) month. Subtask 2.4. Planning The Contractor shall implement strategies to identify and acquire education curricula and instructional materials and programs, as well as evaluations of those resources. The Contractor shall gather information about additional resources through conferences, conduct of focus groups, analyses of extant data and reports, communications with the Eisenhower regional consortia, and information from Eisenhower state coordinators, State supervisors of mathematics and science education, and other federal or non-federal technical assistance providers. The Contractor shall use electronic and print means and events such as workshops and conferences to gather information on instructional and curricular needs for parents, students, teachers and other educators in mathematics and science. The Contractor shall identify and use other methods to **** solicit the full participation of teachers and other practitioners in identifying and evaluating resources to be included in the Clearinghouse's catalogue. This catalogue shall allow teachers and other users to easily identify the most suitable resources in mathematics and science education. The catalogue shall include information described in Attachment 1. The Contractor may propose the inclusion of other fields. In addition, the Contractor shall incorporate into the catalogue a classification system, manifested in the catalogue by codes, colors, or other identifiable means, that will make evident the nature of the evaluation available for the resource. The Contractor shall ensure that material in the catalogue is reviewed and updated biannually. The resources might be divided into such groups as: - those validated by recognized entities, such as the Department's Expert Panel on Mathematics and Science or other systems approved by NSF; - those for which published reviews or evaluations from professional associations are available; - those that are the products of peer-review projects; and - those for which users' comments are available. Among the resources that shall be identified are certain groups of instructional materials and programs that are not normally accessible: - curriculum materials and plans for use in microcomputer-based laboratories; - data appropriate for students' use in research; - "hands on" science materials, including lists of supplies and equipment and design specifications; - resources that utilize new technologies; - documentation of practices and professional knowledge; and - documentation for laboratory materials and individual experiments and, where appropriate, the actual laboratory materials. The Contractor shall share information on identified needs and priorities with other ED-funded technical assistance providers, both to inform their individual efforts and to promote joint planning in the development of materials and provision of services, where appropriate. Subtask 2.5. Staff Development The Contractor shall implement procedures to effectively provide skilled personnel with expertise equal to or greater than labor classifications as defined in Attachment. This includes, but is not limited to, providing any training necessary to acquire the required skills or knowledge which establish minimum performance qualifications. The Government will not bear the costs of this training. During the period of performance of this contract, it is expected that Contractor employees will require periodic training to enhance skills or increase knowledge in order to perform the tasks defined in the contract. Costs associated with this type of mission-essential training shall be included within the Contract. Training expenses permissible under the above conditions are limited to the following: course tuition or fees, course books and supplies, allowable travel expenses, per diem and consultant/trainer and related expenses. In the event that a Contractor employee, trained at Government expense, terminates his/her employee relationship with the Contractor, is transferred to a different assignment by the Contractor, or for any other reason is no longer available to perform the work for which he/she has been trained, the Contractor shall have full responsibility for the cost of training a replacement employee to ensure that the assigned task continues at an equal or greater level of performance. Subtask 2.6. Collaboration/Meetings The Contractor shall form a strong collaborative relationship with the Eisenhower Regional Consortia and other mathematics and science education associations to utilize their respective knowledge, experience, and expertise to learn about other resources to be included in the database and strategies for improving access to ENC's resources benefitting the educational process. The Contractor shall convene workshops with representatives of other clearinghouses, databases, networks, and information systems (including those administered by Federal departments and agencies) containing resources for mathematics and science education. These workshops shall be conducted once during each year of the contract. The Contractor shall invite members of the Steering Committee, chairpersons of the Steering Committee for the Eisenhower formula grants programs and a representative from the Eisenhower discretionary grant program, teachers, (including at least one elementary school teacher who teaches mathematics and science, but who is not a specialist of those disciplines, two State supervisors of mathematics and science, two directors from the National Science Foundations' Systemic Initiative programs, representatives of Federal agencies as determined by the COTR, prominent professional associations for mathematics and science education, the American Association of School Librarians, the regional consortia, and other persons suggested by the Contractor and approved by the COTR. Workshops shall be held over a two day period within 4 months of the beginning of each contract period. The workshops shall inform the participants of plans for further development of the Clearinghouse as agreed to in the contract; enlist the assistance and support of the participants; secure agreement upon general principles for collaboration and discuss subsequent steps in such collaboration. Two months before each workshop the Contractor shall submit to the COTR the date, location and agenda for the workshop. Topics shall be determined by the needs of the field and approved in collaboration with the COTR. The Contractor shall conduct a minimum of two meetings each year with OERI staff. The purposes of these meetings will be to discuss: (1) Clearinghouse management and program issues, and (2) other educational issues that OERI and other ED-funded institutions are addressing. Participants at these meetings will depend on the particular agenda. The first meeting shall be scheduled for March 1998, with subsequent meetings occurring approximately every six months in Washington, DC. All logistical arrangements for these meetings are the responsibility of the Contractor. Subtask 2.7. Reports a. Bi-Monthly Reports The Contractor shall prepare and submit 2 copies of a bi-monthly report to the COTR and 1 copy to the Contracting Specialist, prepared and signed by the project director. This report shall summarize actual personnel assignments for the months just completed and show for each named individual the hours and project costs charged by task. It shall outline a breakout of any subcontractor costs for the month just completed and include information on all on-going Clearinghouse activities, furnish information as needed to keep OERI apprised of key accomplishments, major upcoming activities, actual or potential problem areas, and services and products completed. The specific reporting requirements are provided under Section III -- Deliverables. The Contractor shall establish a performance monitoring system to ensure the efficiency and effectiveness of the management process and to facilitate reporting on the accomplishment of the Clearinghouse's work. The Contractor shall also establish procedures for inter-staff communications (e.g., meetings, print or electronic updates) to enhance efficiency and effectiveness of Clearinghouse services and products. b. Final Report By the end of the contract, the Contractor shall prepare and submit to the COTR a final report of Clearinghouse activities. The report shall represent a summary of the five-years of activities of the Clearinghouse, its accomplishments and the outcomes and impacts of its accomplishments. The report shall capture the results of formative and summative evaluation studies. Task 3. Professional Development The contractor, in ongoing consultation with the COTR, shall address the need for teacher professional development opportunities in mathematics and science education. This task focuses primarily on developing materials for training that incorporate areas of national concern in improving mathematics and science education. In collaboration with the Eisenhower Regional Consortia, the contractor shall develop high quality professional development materials for teachers in K-12 settings. The contractor, in collaboration with the Eisenhower Regional Consortia, and other professional development entities as needed, shall conduct professional development workshops and other training forums to inform educators about these materials. The contractor shall be responsible for the rigorous academic content and effective pedagogical components of the professional development materials; assess the extent to which the lessons learned from professional development activities are incorporated into the school setting; and determine the extent to which the activities contribute to improved teacher practice and student performance. The materials shall result in increased teacher effectiveness and improved student learning. The contractor shall make every effort to keep abreast of developments in the designated field of specialty by attending meetings and conferences where work in the field is presented and discussed, by acquiring appropriate literature, and by participating in or sponsoring networking activities in the field. The contractor shall participate in activities to promote, inform, and shape discussions within the specialty area. The contractor shall develop and disseminate publications containing these materials. The contractor shall develop professional development materials in areas of national concern in mathematics and science education. An outline shall be submitted for approval to the COTR describing the purpose and audience for the materials; the plan for developing the materials, plans for field testing and refining materials; and procedures for evaluating their effectiveness. The contractor shall provide bios of personnel involved in the administration and design of this activity. Bios shall relate the individuals' skills and expertise to their assigned tasks for this contract. The contractor shall ensure that the professional development efforts are equitable and accessible to all educators and are free of bias. Task 4. Services to the Field The purpose of this task is to ensure that the Contractor serves as a resource for information, networking and support to parents, students, teachers, and other educators. Subtask 4.1. Collect, Separate, and Disseminate Information The Contractor shall identify, and collect all mathematics and science instructional materials and programs developed with Federal funds and receive on-going submissions to the Clearinghouse from Federal agencies and departments and other parties. The Contractor shall maintain and update the existing catalogue of instructional materials and programs to provide teachers and other users suitable resources in mathematics and science education to meet a particular instructional need. The Contractor shall identify and incorporate into the Clearinghouse's catalogue data on instructional materials and programs for mathematics and science education in elementary, middle, and secondary schools. The Contractor shall ensure that catalogue entries specify the appropriate use of materials, including such things as its support of improving math instruction aligned with the national test of mathematics at the 8th grade level, and its alignment with the findings from the Third International Mathematics and Science Study (TIMSS). The Contractor shall review and update if necessary, the written standards for submission of resources, data about resources, and evaluations of resources to promote more accurate, cost effective, and consistent work. The Contractor shall ensure that all other parties submitting resources or data on resources to the Clearinghouse follow these standards. The Contractor shall prepare and disseminate a newsletter publicizing the Clearinghouse's products and services to ensure that potential users are aware of the Clearinghouse and understand how they may use the Clearinghouse. In accordance with Sections 504 and 508 of the Rehabilitation Act of l973 (29 U.S.C. 794 and 794d), as amended, the contractor shall ensure that its products, services and information are accessible to individuals with disabilities upon request. The Contractor's dissemination efforts shall enlist the assistance of varied resources, e.g., the Eisenhower Regional Consortia, school libraries and media centers, prominent professional associations for mathematics and science education, parent organizations, and the National Education Association and the American Federation of Teachers, to ensure that knowledge about and access to the Clearinghouse is made available to all interested parties. Three issues of the newsletter shall be published each year of the contract. The Contractor shall discuss the proposed plans for the newsletter, including its content with the COTR. The newsletter shall be distributed to the COTR (50 copies), each school district (1 copy), each State science and mathematics supervisor (1 copy), each regional consortia (1,000 copies), each demonstration site (500 copies), each Eisenhower State coordinator (1 copy), and the relevant department of each U.S. university and college that offers a bachelor's degree in teacher education. Printing of the newsletter shall be through the Government Printing Office (local if available) and dissemination of the newsletter shall be coordinated through the COTR and mailed by the Department's mailing contractor. Each newsletter shall visibly state: "This project has been funded at least in part with Federal funds for the U.S. Department of Education under contract number . The contents of this publication do not necessarily reflect the views or policies of the U.S. Department of Education nor does the mention of trade name, commercial products, or organizations imply endorsement by the U.S. Government. All long distance telecommunications services required by the contract will be provided by the Department of Education as a Government Furnished Services through its FTS 2000 contractor. FTS provides services only, not equipment. The Contractor shall be prepared to accommodate a maximum of 8 lines to be installed by the Department. The Contractor shall factor in each annual budget a dollar amount to cover FTS 2000 telephone expenditures for a minimum of two (2) 1-800 numbers for constituent use. Subtask 4.2. Provide Computer Services The Contractor shall maintain the electronic textbase as the basis for electronic publications and maintain the electronic network for users of the clearinghouse. The contractor shall ensure that computer services are accessible to individuals with disablities. The Contractor shall provide a plan of operation of the network that shall include separate conferences for mathematics and science with multiple options within each. The plan shall also provide for a full-time systems operator. The electronic database shall also include CD-ROMs or other appropriate new technologies of exemplary curriculum resources. The Contractor shall maintain software for entry, storage, and retrieval of all the Clearinghouse's databases and textbases for electronic submission. The Contractor shall ensure that all software is user-friendly, flexible, serves a variety of platforms, and facilitates access by both novice and experienced users. The Contractor shall ensure that databases and textbases are accessible on-line, provide multiple entry points and are searchable using a variety of key words and other factors while also providing access via an 800 number and through other networks. The Contractor shall update and maintain the Internet presence of the Clearinghouse. Subtask 4.3. Training and Outreach The Contractor shall conduct a yearly training session to inform select individuals about the services and products available at the Clearinghouse. These individuals shall include representatives of the Eisenhower regional consortia, Eisenhower coordinators, State directors of the National Science Foundation's systemic initiative programs, State supervisors of mathematics and science education, and any other parties the COTR might identify. The Contractor shall plan all training programs in cooperation with representatives of the groups being trained. The Contractor shall provide transportation for trainers; equipment and materials necessary for the training; meeting room rental, and any other incidental costs. Subtask 4.4. Demonstration Sites The Contractor shall continue to provide access to the Clearinghouse resources to the 12 existing demonstration sites (Attachment 2) including the expanded facility at the George Washington University for delivery of the clearinghouse services via the most up-to-date technological means. These sites must be well-equipped to serve the mathematics and science education community, be accessible to a large number of users, and already possess equipment with advanced technology. At the end of each of the first four years of the contract, the Contractor, in consultation with the COTR, shall replace, if necessary, any technology and equipment that may have become outdated. The Contractor shall incur the cost for delivery, installation, and testing of the equipment. Equipment shall be at a price that is advantageous to the Government and the most up-to-date in terms of speed, compatibility and effectiveness for schools. All equipment shall be approved by Government in advance of purchase. The Contractor shall establish and maintain property management processes which ensure that all Government-furnished equipment is utilized only for mission-essential purposes, and from which the Government can accurately determine the location of every item assigned to the Contractor's staff. The Contractor shall submit to periodic inventories of Government-furnished equipment by the Government's designated representative. Title to all equipment and property acquired with contract funds remain vested to the Government. The Contractor shall ensure that the staff of all the demonstration sites encourages use statewide; assists in the use of the equipment; operates the site for the duration of the contract; dedicates the use of the equipment to the Clearinghouse; and reports to the Contractor on the extent and nature of activity at the site. The Contractor shall provide sites with assistance in collecting information on use. Task 5. Transfer of Clearinghouse Activities The Contractor shall provide, no later than the tenth month of the final performance period, three (3) copies of plans for transfer of the project should a new Contractor be selected; the plans shall include details on how services to clearinghouse users shall be continued with the least interruption. In accordance with Federal Acquisition Regulation clause 52.237-3, the Contractor shall agree to exercise its best efforts and cooperation to effect an orderly and efficient transition to a successor. Upon completion of the contract, the incumbent Contractor shall turn over to the Department (or its designee) all Government-furnished property and equipment, all archived copies of curriculum and instructional materials in print and in non-print format, as well as all other materials, mailing lists, data, and software produced or acquired with contract funds. The Contractor shall deliver all machine-readable items with documentation and, as defined by the FIPS standards included in this solicitation, in file format and media suitable for transfer to the new Contractor or to the Department. The Contractor shall ensure that all property, equipment, materials, mailing lists, data, and software turned over to the Department (or its designee) is labeled, packed, and identified for transfer to the new Contractor. The Contractor shall bear the cost for transfer of all property. Upon notification by the Contracting Officer, the incumbent Contractor shall attend a minimum of two meetings with the successor, Contracting Officer (or designee), and the COTR. At the meeting, the incumbent shall provide detailed information on the status of the Clearinghouse's operations and shall discuss the means by which a smooth transfer shall be implemented. III. DELIVERABLES - PRODUCTS, PUBLICATIONS AND SERVICES Deliverables under this contract shall include bi-monthly management reports (narrative and financial), a quarterly newsletter, an annual Guidebook of Federal Resources for K-12 Mathematics and Science, one annual CD-ROM, and other services as indicated in the tasks above. All of these items serve K-12 mathematics and science education. All material for public dissemination require approval by the Department of Education COTR during the preparatory stages and prior to dissemination. Deliverables Bi-monthly Management Reports. These reports shall summarize the highlights of the Clearinghouse's work during the period, with an emphasis on significant accomplishments and evidence of impact. These reports shall also address planned activities for the period, including personnel activities or proposed changes to publications. The reports shall be submitted in print format. The Contractor shall submit two copies to the COTR and one to the ED Contracting Officer. Guidebook of Federal Resources for K-12 Mathematics and Science. This publication is a national directory that identifies by region mathematics and science education facilities and contacts for programs administered by each Federal agency or Department. The purpose of the Guidebook is to inform educators and the public about Federally-supported resources. The contractor shall work closely with representatives from many Federal agencies to compile and update the information. The publication shall be made available in print form, through ENC Online, ENC'S World Wide Web site available via internet, or by modem access using a toll-free number. By 6 months prior to the planned release of the "Guidebook, the Contractor shall present 1 copy to the COTR for review and approval. Within 4 weeks of receipt the COTR will provide the Contractor with approval, revisions or changes as needed. The Contractor shall make modifications, if necessary and arrange for printing and dissemination of the "Guidebook." ENC Update. A quarterly newsletter published to inform teachers about current events, products, and services in the mathematics and science field. The Update is also an information-sharing periodical about the Clearinghouse resources using vignettes from teachers and other school personnel. Prior to publication, the Update is forwarded to the COTR for approval. ENC Focus. A newsletter published four times a year that provides current information about curriculum resources to provides readers with real data and hands-on-activities in the classroom. Each issue highlights resources contained in the Clearinghouse Collection on topics of particular interest to K-12 teachers. It also gives a full description of selected items and information on ordering them. Prior to publication, the Focus is forwarded to the COTR for approval. CD-ROM. A collection of "cutting edge" materials that are not readily available for teachers on such topics as reports on implementation of curriculum reform in K-12 schools, assessment approaches, world class standards and curriculum frameworks. By the end of the fourth month after the contract's effective date, the Contractor shall present to the COTR 2 copies of a slate of individuals to serve on 2 separate advisory boards, one for mathematics and one for science, to guide the selection of resources to be included in this collection. Each advisory board shall be comprised of 6-8 persons; some candidates could be members of the Clearinghouse's Steering Committee. Representatives shall be from major professional associations in mathematics and science education and other needed content specialists. The slate will be reviewed by the COTR and other Federal agencies. Approval, disapproval or approval subject to modifications will be conveyed by the COTR within 3 weeks of receipt. At least 7 months prior to the planned release of each CD-ROM, the Contractor shall present for the COTR's approval 2 copies of a detailed description of the chosen materials, and a plan for evaluation of the information by persons independent of the Contractor to determine whether the information accurately reflects the originals and to assess usability. The COTR will notify the Contractor of any modifications within 3 weeks of receipt of the submitted materials. The Contractor shall be responsible for the pre-mastering of the disk. No later than 4 and 1/2 months prior to the planned release of each CD-ROM, the Contractor shall provide the COTR with 2 copies on the results and implications of the evaluation, the means to ensure accuracy in the preparation of the master and 3 copies of the disk. The COTR will respond with 4 weeks of receipt. The Contractor shall be responsible for making revisions in the CD-ROM if so directed by the COTR. The Government Printing Office (local, if available) will replicate the disk for dissemination by creating a master from the disk supplied by the Contractor. By 3 months before the planned release date of each CD-ROM, the Contractor shall deliver 1 copy of the disk to the Government Printing Office for remastering. GPO will provide the Contractor with 3 copies. The Contractor shall provide 1 copy to COTR to check for accuracy. The Contractor shall be responsible for verifying the completeness, accuracy, and order of data of the other 2 copies. Within 1 week of receipt of the disks, the Contractor and the COTR shall discuss any revisions or changes that need to be made in GPO's master. The Contractor shall be responsible for identifying appropriate recipients of the CD-ROM and for providing mailing labels. GPO will pay for replication of the CD-ROM for libraries in the Federal depository library program and for distribution to them. The contractor shall be responsible for the fee or royalty on the retrieval software included in the depository libraries' (1400) copies.The expense of producing, replicating, and packaging the CD-ROM for other recipients shall be borne by the Contractor. DELIVERABLES Due Date (after the contract's Number Task Deliverables effective date) of copies 1 Meeting with COTR, Incumbent Contractor, and 10 working days Contracting Specialist Receipt of Prior Clearinghouse Activities and 20 working days Materials 2.1 Meetings with NSF and Steering Committee 2 months 8 months Report on meetings with NSF and Steering 2 1/2 months \ Committee 8 1/2months Meetings with representatives of Federal 3 months Agencies and major professional associations in mathematics and science education Report on meetings with Federal Agencies and 3 1/2 months major professional associations in mathematics and science education 2.2 Updated Baseline Management Plan 2 1/2 months Due Date (after the contract's Number Task Deliverables effective date) of copies 2.3a Develop viable set of performance indicators 12 months 4 and a reporting system Pilot test data collection and reporting system 15 months Operationalize performance indicator system 24 months 2.3b Develop and submit to COTR a quality assurance 6 months 4 system of services Provide annual list of products and publications, 4 months 4 its intended audience, approximate dates of publication and approximate number of copies 2.3c Develop a plan for in-depth internal evaluation 4 months 3 of services and products and submit to COTR Report on results of evaluation 6 months 3 2.3d Develop an evaluation plan and draft instruments 5 months 3 for evaluation of effectiveness of dissemination model Submit evaluation plan and draft instruments to 6 months 3 COTR for review and approval Report on results of evaluation 12 months 2.4 Begin identifying, collecting and cataloging 3 months Review and update materials every 24 months Due Date (after the contract's Number Task Deliverables effective date) of copies Share information on identified needs and 8 months priorities with other ED-funded technical assistance providers 2.6 Convene workshops with representatives of other 4 months clearinghouses, databases, networks Submit plans for workshop to COTR 2 months Conduct meetings with OERI staff 3 months 9 months 2.7. Prepare and submit bi-monthly reports to COTR 2 months 2 Prepare and submit final report to COTR 6O months 4.1 Prepare and disseminate newsletters of 3 months Clearinghouse activities 6 months 12 months 4.3 Training sessions for staff of consortiums, Annually and demonstration sites, eisenhower coordinators and other professional organizations in field Submit names, agendas and purpose to COTR 1 month before session 2 4.4 Update and replace technology and equipment at 48 months Demonstration sites Due Date (after the contract's Number Task Deliverables effective date) of copies 5 Plans for transfer of contract activities 46 months Consultation with COTR, Contracting Officer and 46 months successor Transfer activities of contract 62 months ATTACHMENT 1 CATALOGUE INFORMATION FIELDS Title or name of item Unique record control number (searchable) Date resource created Date record added to database Type of resource Equipment needed to use the resource (e.g., VCR, type of computer hardware) Size or length of resource (e.g. number of pages; length of videotape; number of diskettes/CD-ROMs) Grade level(s) for which the resource is suitable; target audience Pedagogical approach used in resource Suitability of resource for culturally diverse classrooms Language(s) used in resource Primary and secondary subject matter' Abstract Verifiable connection with one or more major curriculum reform projects State or origin State(s) for which resource was designed (if any) Special features for states, e.g., tie to state or local curriculum framework Information on availability: 45 Location of reference copy of resource (e.g. at the clearinghouse's permanent repository or other site) Commercial or public domain List price of resource; other expense(s) one might incur How resource acquired if available for acquisition Restrictions on access, including developer control Text availability in machine readable form Evaluations (published by professional groups, users) Available support services for implementation Federally-funded products: Agency or department that provided support Program that provided support Grant number Grant period Grant amount Project director Grantee Grant title General note field Any fields to be displayed on the screen only for certain audiences, such as the developer of the catalogue and other specialized users: Suppress option, unique record number, etc. ATTACHMENT 2 EISENHOWER NATIONAL CLEARINGHOUSE DEMONSTRATION SITES Eisenhower Regional Math/Science Consortium at AEL 1031 Quarrier Street Charleston, WV 25325-1348 Eisenhower High Plains Consortium for Mathematics and Science 2550 South Parker Road, Suite 500 Aurora, CO 80014 Pacific Mathematics and Science Regional Consortium 828 Fort Street Mall, Suite 500 Honolulu, HI 96813 Southwest Consortium for the Improvement of Mathematics and Science Teaching 211 East Seventh Street Austin, TX 78701-3281 Mid-Atlantic Consortium for Mathematics and Science Education 444 North Third Street Philadelphia, PA 19123-4107 California Academy of Sciences Biodiversity Resource Center Golden Gate Park San Francisco, CA 94118 Attn: Ann Malley, ENC Demo Site Coordinator Educational Information and Resource Center 606 Delsea Drive Sewell, NJ 08080-9199 Attn: Alicia Jones, ENC Demo Site Coordinator Fermi National Accelerator Laboratory Lederman Science Education Center P.O. Box 500, MS 777 Batavia, IL 60510 Attn: Susan Dahl, ENC Demo Site Coordinator GYSTC at Zoo Atlanta 800 Cherokee Avenue, S.E. Atlanta, GA 30315-1440 Attn: Ed Anderson, ENC Demo Site Coordinator George Washington University Instructional Media & Materials Center Gelman Library, Room B06 2130 H Street, N.W. Washington, DC 20052 Attn: Shirley Delaney, ENC Demo Site Coordinator Charmin Dahl OMSI 1945 SE Water Avenue Portland, OR 97214-3354 Marlene Archer Boston Computer Society 101 First Avenue, Suite 2 Waltham, MA 02154 ATTACHMENT 3 EISENHOWER REGIONAL MATHEMATICS AND SCIENCE CONSORTIUM Eisenhower Regional Math/Science Consortium at AEL 1031 Quarrier Street Charleston, WV 25325-1348 Eisenhower High Plains Consortium for Mathematics and Science 2550 South Parker Road, Suite 500 Aurora, CO 80014 Pacific Mathematics and Science Regional Consortium 828 Fort Street Mall, Suite 500 Honolulu, HI 96813 Southwest Consortium for the Improvement of Mathematics and Science Teaching 211 East Seventh Street Austin, TX 78701-3281 Eisenhower Regional Alliance for Mathematics and Science Education Reform TERC 2067 Massachusetts Avenue Cambridge, MA 02140 Science and Mathematics Consortium for North West Schools Columbia Education Center 171 NE 102 Portland, OR 97220 SERVE Eisenhower Consortium for Mathematics and Science Education 345 South Magnolia Drive, Suite E-22 Tallahassee, FL 32301-2950 West End Regional Consortium for Science and Mathematics Education 730 Harrison Street San Francisco, CA 94107 Mid-Atlantic Consortium for Mathematics and Science Education 444 North Third Street Philadelphia, PA 19123-4107 Midwest Consortium for Mathematics and Science Education 1900 Spring Road, Suite 300 Oak Brook, Illinois 60521-1480