Teacher Practice Networks: The Key to Scaling the Common Core Request for Proposal Guidelines Applications due: Monday, April 14, 2014 5:00 pm PT 1 Background While nearly every state in the country has adopted the Common Core Standards in mathematics and literacy, many teachers are still uncertain about how to put them into practice. At the same time, we know that informal and formal teacher networks are perhaps the most trusted and often-cited source of information for teachers in accessing instructional resources. The Common Core calls for teachers and local administrators to make a set of fundamental instructional shifts in both literacy and mathematics to enable students to meet the new standards. While there have been some good models of implementation of the Common Core in discrete areas, there is still a large need to provide widespread access to good tools to teachers across the country. This RFP is designed to dramatically increase the reach and impact of teacher practice networks focused on supporting teachers to implement the Common Core. This is the second RFP issued by the College Ready Work team in two years focused on increasing the capacity of teacher practice networks. We have a network of over 20 teacher practice networks based on an RFP last year with a similar focus and new grantees would join this robust community of practice. About the College Ready Work Team The College Ready Work team focuses on creating systems that support good teachers, that help average teachers get better, and new teachers learn the profession so they can be good. We make investments in tools to improve teacher practice and collaboration, as well as invest in districts/networks interested in redesigning their professional development systems. We are trying to improve both the supply and demand for high quality professional development and teacher facing tools in the marketplace. We constantly seek partners who treat teachers as professionals and in particular, use teachers as designers in an effort to increase their individual and collective capacity to accelerate student success. What is a Teacher Practice Network? The definition of a teacher practice network for the purpose of this grant is any organization that works directly with teachers having a focus on improving teacher instructional practice. This grant focuses on networks that reach large numbers of teachers and the teacher practice is focused on improving work around the instructional shifts identified in the Common Core State Standards. Goals for this RFP The Foundation seeks to: Build on early Common Core math and literacy direct implementation strategies developed by the Literacy and Math Design Collaboratives (LDC/MDC) by sponsoring new partners to increase the reach and impact of the LDC/MDC practices and tools Support other innovative approaches to implementing the Common Core that could be implemented across an organization’s network (e.g. through participation and use of materials that are part of the Basal Alignment Project). Identify scalable solutions to supporting large numbers of teachers that travel across networks quickly and broadly. While face-to-face training is important, we seek organizations that which to experiment with and/or broaden their reach by using different forms of digital technologies such as remote coaching, collaborative platforms or online courses, etc. Measure the impact that active/effective teacher practice networks play in improving teacher effectiveness and student success in specific locations . We seek to expand the impact of teacher practice networks in districts and states where we may make additional grants to SEAs, LEAs and CMOs to deepen implement Common Core and/or teacher feedback, development and evaluation systems. 2 Applicant Eligibility We are accepting applications from organizations that have as part of their core mission and activity to engage large numbers of teachers to share promising instructional practices, research and knowledge. Organizations that received funding from the Foundation under the “Accelerating the Common Core RFP” that was released in 2013 are not eligible for funding under this RFP. Applicants must provide evidence that the tools and resources they are promoting within their network are strongly aligned to the Common Core based on research, data or teacher performance measures. Applicants must also demonstrate that they are able to meet the data collection requirements outlined in the Results Tracker & Framework outcomes. Successful applicants must support middle and high school teachers as part of their overall network. Applications from single member LLCs and individuals will not accepted. Requirements Applicants must commit to the following: Robust Implementation of the Common Core by 2015 in their network: Have a rigorous plan and evidence that the majority of teachers in your network have access to supports to drive the instructional shifts required by the Common Core by the end of this grant. Your proposal should clearly describe the theory of reach and impact that adds credibility to this goal. Use a set of common evaluation measures for tracking and improving implementation/impact on teacher practice and student achievement as described in the Outcomes in the Results Tracker & Framework, and which will be standard across all selected applicants. These measures are designed to help you and us learn about changes in teacher practice due to the Common Core and to capture teacher voice around their experience in making these changes. We will require winning applicants to cooperate in the research/measurement of their work Scalable Solutions: Your proposed approach must demonstrate high potential to reach 1000+ of teachers and tens of thousands of students at a reasonable cost. Participation in knowledge-sharing activities with other RFP grant recipients; possibly including a commitment to a summer 2015 convening that will include both network staff and participating teachers. Definition of a financial sustainability plan that describes how systems will/can continue post BMGF funding (to be explicitly addressed in Section VI: Budget Narrative) Formally document and share learnings with your peers (e.g., via existing collaboration networks, presentations at professional conferences) Secure additional funding to support this work during and beyond the grant period from other sources as needed To learn from this work we will use common metrics identified in Results Tracker & Framework. As part of this project, we will be measuring: The number of teachers reached through your project. (Outcome 1 in Results Tracker & Framework) The degree to which your teachers understand and are implementing the shifts required by the Common Core State Standards based on your support tools/strategies. We will measure success of this goal using a survey administered to teachers in each participating network to understand their awareness of the shifts and the extent to which they are implementing those shifts in the classroom (Outcome 2 in Results Tracker & Framework) Depth of the changes in instructional practices that can be documented through evidence of student learning. We will ask participants to identify measures of a change in teacher practice across their networks for all participating teachers. (Please specify in Outcome 3 in Results Tracker & Framework). Teacher voice and engagement. We ask that you capture teacher 2-3 testimonials of their experience and examples of practice either in writing or in video. (Outcome 4 in Results Tracker & Framework) 3 Award $100,000 – $300,000 over 12-18 months to support implementation of the Common Core across a robust teacher network. Funding will be awarded proportionately to potential reach and impact. Selection Criteria Only applications from eligible applicants will be reviewed. Applicants will be evaluated and awards issued based on the potential reach in terms of numbers of teachers, actively engaged in dialog and activities oriented towards improving practice, Demonstrated knowledge of the common core instructional shifts and the implications for teacher practice Familiarity or expertise in common core supports for teachers, such as MDC/LDC, or others Demonstrated track record of designing/delivering professional development and use of communications/knowledge sharing methods that are multi-modal, and have the potential to scale quickly across large numbers of teachers within and across districts and states. Demonstrated ability to work alongside and across LEAs Key Dates Activity RFP Open Due Date March 17 RFP Webinar and Q/A April 2, 10am PT RFP Proposals Due April 14 – 5:00 pm PT May May June Follow up Phone interviews Notification of Finalists and Declines Notification to Districts about Grant Awards Notes Information can be found on Gates Foundation.org Current Grant Opportunities Login and submission information can be found on Gates Foundation.org Current Grant Opportunities RFP Application documents need to be submitted through the Applicant Portal Phone interviews, as needed with applicants By Email Webinar The Informational Webinar and Q&A for interested parties is currently scheduled for April 02, 10:00 -11:00 am PT. Refer to the RFP informational page for information on how to join. How to Apply: Follow the detailed instructions on the RFP informational page on www.Gatesfoundation.org. Need Assistance? Please contact [email protected]. 4 BILL AND MELINDA GATES FOUNDATION Teacher Practice Networks: The Key to Scaling the Common Core Proposal Narrative NOTE: Please provide your answers to the Sections and Appendices below in the Proposal Narrative (.doc) and other templates found on the applicant portal. Use the pages below only for reference. Table of Contents I. II. III. IV. V. VI. Executive Summary Current to Future State a. Problem and Theory of Action b. Target Audience c. What You Hope to Achieve (Future State) d. The Work Plan Measurement, Learning, and Evaluation Risks and Challenges Budget Narrative Appendices Cover Page with Your Project Name Please provide a name for this project that reflects the vision and energy of the project. Provide contact information and the project coordinator. Please number all of your pages. Section I: Executive Summary One page Start with the name of your organization, how much money you are requesting over how many months, and a summary of your goals and project outcomes. Provide high level details of your vision and the primary drivers in your thinking about the work. Highlight anything particularly innovative about your approach. Introduce us to your network: its members, and the contexts within which they operate. Describe your teachers in any way that you think would be helpful for us to get a complete picture of the professional, social and capacity you have that distinguishes your network from other networks. Describe how the work you will do on this project will change, support or enhance the work of teachers in your network. 5 Section II: Current to Future State Two pages a. Theory of Action In this section we’d like you to describe the current state of your Common Core implementation strategy among your members e. What is the problem you are planning to address and your theory of action for addressing the problem? Your theory of action should explain the underlying assumptions. Explain how your work will advance and scale the implementation of the instructional shifts in the Common Core. Describe the current state of your support system for teachers. Provide evidence that the tools and resources you use to support teachers in your network are highly aligned to the Common Core and of high quality equal to the tools found in the Literacy Design Collaborative (LDC) and the Math Design Collaborative (MDC). Be sure to include information about the current state of each of the core components of your implementation strategy. Include any relevant information from your theory of action in your problem statement. To make your theory of action specific and measurable, be certain that it is: Is comprehensive - Clearly identifies causes and effects between inputs and outcomes Is measurable - Articulates assumptions that can be tested and measured Is goal-oriented - Frames initiatives as “What do we want to achieve?” rather than “What do we do?” Is plausible and logical - Evidence suggests that the identified interventions will bring about the desired outcomes b. Target Audience/Partners Describe your target audience/teachers you will engage as part of this project. Who are they, how many will you engage, what/where /who do they teach? Be specific about the districts/geographies your target teachers work in. Feel free to paint us a picture of the typical teacher (if there is one in your network) or describe how you segment your teachers and how your strategies accommodate the different types of teachers you work with. c. Future state Now that you have told us the problem you are trying to solve and theory of action, who you plan to serve as part of this project, tell us what the future state looks like. If you are successful, what will be different for the teachers in your network? Summarize your thoughts in a simple table that summarizes current state and future state. This is an example of a summary chart with some areas that might be included and some broad ideas on current and future states. This is only an example; you should contextualize it to your project: Focus Areas From To Teacher literacy instruction will change… Loosely connected reading and writing across the curriculum opportunities scattered randomly across Instruction focused on the CC shifts with students analyzing complex texts and writing strong arguments supported by evidence across all 6 content areas Teacher math instruction will change… Curriculum and instruction based on learning algorithms and when to apply them without having a real understanding of mathematical concepts Instruction focused on the CC shifts helping identify student misconceptions and providing support for students to deeply understand both mathematical practices and math content Teacher collaboration will change… Time before or after school allocated to department meetings and PLC’s that are designed to meet compliance requirements for PD time Time spent with colleagues, both in person or virtually, deeply engaged in looking at student and teacher work to determine how to best meet student learning needs Teacher use of technology will change…. Technology is used in as a tool to use only in research, word processing and programs to provide additional time for supporting remediation work Technology as an enabler of learning for students and teachers by providing the opportunity to personalize instruction based on individual needs Professional development will change…. Fragmented, one size fits all professional development with no clear performance impact Personalized and effective professional development accessed directly by teachers 7 d. The Work Plan Two pages Describe how you will get from your current state to the future state you articulate through your theory of action. Your workplan should build on the theory of action you describe earlier in the application. For that reason, we strongly recommend writing the Theory of Action prior to the work plan section. Your work plan should explain to us how you will seek to bring your theory of action to life. In addition to providing us with more details around each element of your plan, we’d also like for you to organize the work you propose by phases. Depending on the quality of the proposals received and our resources, we may only be able to fund certain phases of the project, for example Phase 1 and 2 but not 3, so we want to be sure we understand how you would like to sequence your work. Key elements you should address in your work plan: How long will each phase of work be? What components will you work on during each phase? What will be the outputs of each phase of work? What resources will you need in each phase? These can be human, financial, and technological. Who will be leading the work in each phase? Who is responsible for overall coordination across phases? How does your work plan build in flexibility, create opportunities for adjustment, and re-focus based on real-time learning and feedback from teachers? Who are your target participants at each phase and what geographic regions/districts might you be covering? Section III: Measurement, Learning, and Evaluation One page This section is meant to explicate the indicators you identify in the Results Tracker. In the previous section you described your work plan by phases. Describe the practical and useful measures you will use to monitor your progress overall and by phase (if there is differentiation) and the process you will use to collect the necessary data. Be sure to include information regarding what systems you have in place or will have to create to measure your progress and numbers reached. We will also be looking for the explicit measures that your network will use to track teacher understanding of the shifts in the Common Core. Section IV: Challenges and Risks One page What are the top three or four challenges to the success of this project, including ability to achieve the intended results within the planned timeframe? What keeps you up at night? How will you plan to overcome or address them? In addition to identifying the challenges, tell us what risks you are taking to do this work. What do you consider the most innovative or most disruptive change you are making? Where possible, please describe what you will do to mitigate the identified risks and address challenges. If there are inherent risks that you are not mitigating, but rather just accepting, that is fine as well—but please indicate what those are and why you are comfortable with that approach. Section V: Budget Narrative One page Please describe the costs associated with implementing your plan including other resources allocated towards this project, including any anticipated grants and philanthropic resources over the course of the two year period. 8 Your budget narrative should include the following information Explain specifically how your outcomes and milestones are supported by the proposed budget. Identify any factors that could significantly affect your organization’s ability to operate within the proposed budget, and describe how your organization will manage or mitigate those factors. To the extent that your organization will be relying on additional funding, describe: o The proposed sources of funding (e.g., a grant from another organization or earned revenue generated by the project) o The status of the funding sources (e.g., proposal submitted or grant awarded) o The assumptions used to generate any estimates o Strategies and timeline for securing the necessary additional funding Example Budget Narrative Template: Project X Direct Cost Details: In your responses below, include total project costs including funds requested from the Bill & Melinda Gates Foundation as well as other funds being applied to the proposed project. If necessary, feel free to include the direct cost information requested below as an attachment to the proposal narrative. Provide the foundation with a description of the direct cost categories of the budget and how you arrived at the proposed expenses. Feel free to omit any categories in which there are no budgeted expenses. Personnel and Benefits: What are the roles and responsibilities of each full-time equivalent (FTE) or group of FTEs supporting the project, the rationale for the number of requested FTEs, and the methodology for estimating the base salaries (e.g., actual salaries or estimates based on similar job descriptions)? To the extent this project provides majority funding support for personnel that will be fulfilling functions important to the district after the life of this project, how will the district support that work after the life of this grant? Consulting and Professional Fees: Include a brief description of the work to be performed in support of the overall project, the current status of the contract(s) (e.g., confirmed or projected), and the cost assumptions used (including estimates of the number of days to be worked and the daily rate). Materials and Supplies: Describe the item(s) being requested, the business purpose of the item(s) as it relates to the project, and the cost assumptions used to generate the cost estimate. Computers and Equipment: Describe the item(s) being requested, the business purpose of the item(s) as it relates to the project, and the cost assumptions used to generate the cost estimate. Printing and Publications: Describe the item(s) being requested, the business purpose of the item(s) as it relates to the project, and the cost assumptions used to generate the cost estimate. Travel and Accommodations: Include a brief description of the travel required for this project. Include the methodology used to calculate the total cost estimates for each trip, the assumptions used to determine the appropriate number of trips, and the rationale for how those trips will support achievement of the results. Conferences, Conventions, and Meetings: Include a brief description of the meetings required for this project. Include the methodology used to calculate the total cost estimates for each meeting, including the estimated number of attendees and total cost per attendee. What is the rationale for how those meetings will support project results? Direct Facilities: Facility-related costs are typically covered by indirect costs and should not be included within the direct cost details. However, in rare cases, facility-related expenses can be included as a direct cost when a grantee requires additional building expenses in order to execute the grant (e.g., starting up an organization or creating a new regional office). Other Direct Costs: Describe the item(s) being requested, the business purpose of the item(s) as it relates to the project, and the cost assumptions used to generate the cost estimate. Subgrants: Describe the work to be conducted by the subgrantees and the anticipated budget for the work. If any subgrant exceeds $100,000 or represents 25% or more of the project cost, provide a detailed budget showing the proposed subgrant expenses. 9 Section VI: Appendices Please include the following documents/information along with the proposal. A. B. C. D. E. Results Framework & Results Tracker Budget Organizational Capacity Intellectual Property Questions Description of the Tools/Resources used along with documentation on Alignment to the Common Core and evidence of Effectiveness of the Tools F. Evidence of Support G. Tax Status Appendix A Please use the Results Framework and Results Tracker (.xls) found on the applicant portal Appendix B Please use the Budget (.xls) template found on the applicant portal Appendix C: Organizational Capacity No Specific Page Limitations Describe your organization’s strengths and capacity to implement, manage, and monitor progress of this project, including: Briefly explain any changes you foresee to your current and next year’s organizational budget. Depict any steps your organization would need to take to increase its capacity in order to successfully implement this project, the plan for doing so, and the organization’s plan for maintaining that capacity once funding for this project is complete. Explain any potential financial impact or risk to your organization associated with implementing this project. Describe any prior Bill & Melinda Gates Foundation grants your organization has received that are relevant to this proposal, and the results of those grants. With regard to any key partner organizations, subcontractors, and subgrantees that you have previously identified, describe what has made you comfortable with their capacity to perform as will be necessary for successful execution of this project. Describe specifically how your organization will administer and manage funds for this project, either directly or through a third party. Appendix D: Intellectual Property Questions No Specific Page Limitations Intellectual property that is used or generated during the Project or that may be important in the ultimate commercialization of the Funded Development plays a role in ensuring that Global Access is achieved. The questions that follow are intended to identify such intellectual property, its ownership and how it will be used to accomplish Global Access. In completing this form, mark “not applicable” as appropriate. 1. Will this Project use or incorporate Background Technology? 10 “Background Technology” means any and all products, services, processes, technologies, materials, software, data or other innovations that are created by you or a third party prior to or outside of this Project and that are to be used as part of the Project. a. If so, please identify all Background Technologies. Where such technologies are the subject of patents or patent applications, comprise data bases, or are protected by copyrights, please complete the relevant Technology Reporting Template found in Appendix A. 2. How will the Background Technology be made available for use under the Project? a. If you, as the direct funding recipient, own the Background Technology, please confirm that you will make the Background Technology available for use to achieve the proposed Project goals and Global Access. b. If a third party owns the Background Technology, complete the relevant section in Appendix B to describe the agreement through which the third party allows use of the Background Technology to achieve the proposed Project goals and Global Access. c. Do the existing agreement terms pertaining to Background Technology you own or that is owned by third parties create any obstacles to achieving the proposed Project goals and Global Access? If yes, please briefly summarize the obstacles and the specific steps that you will take to address them. 3. Will this project lead to the creation of Funded Developments? “Funded Development” means any and all products, services, processes, technologies, materials, software, data or other innovations resulting from the Project (including modifications, improvements and further developments to Background Technology). a. If so, will you create or develop the Funded Development? If so, please confirm that you will make the Funded Development available for use to achieve the proposed project goals and Global Access. b. If another party to be funded under the Project (such as a contractor or sub-grantee) or a third party will be engaged in the creation of Funded Developments, complete the relevant section in Appendix B to describe the agreement through which the third party allows use of the Funded Development to achieve the proposed Project goals and Global Access. c. Do the existing agreement terms relating to the creation by you of Funded Developments or with another party or a third party create any obstacles to achieving the proposed Project goals and Global Access? If yes, please briefly summarize the obstacles and the specific steps that you will take to address them. d. Are there are uses or markets for the Funded Development beyond those described in the Project proposal? If so, please describe. e. Do you anticipate making any modifications or improvements to the Funded Development after the proposed Project is completed? 4. Are the activities under this Project directed toward a final product or process that incorporates or uses the Funded Developments and that is made available to intended markets? Such activities may include manufacturing, marketing, distribution, offer for sale, sale, or import. a. If so, please list all such Funded Developments and summarize your plans for the manufacture, marketing, distribution, offer for sale, sale, or import for the Funded Development and explain how you will achieve Global Access. 11 b. Will you be solely responsible for implementing those plans for the Funded Development? If not, complete the relevant section in Appendix B to describe any agreements you have in place or anticipate establishing with other parties funded under the Project or third parties to proceed with such plans for the Funded Development. c. Do you foresee any obstacles to achieving the proposed further development goals and Global Access? If yes, briefly summarize the obstacles and the specific steps that you will take to address them. Appendix E: Description of the Tools/Resources used along with documentation on Alignment to the Common Core and evidence of Effectiveness of the Tools No Specific Page Limitations Provide a description of your tools and/or supports you will be using with your network and if possible, an example of one or more of the actual tools or items. Give any documentation you have on the alignment of the tools and resources to the Common Core and evidence that the use of these tools are effective in supporting teachers to move students toward the rigor set by the standards. This could be documentation of any research done, processes used in development, student or teacher growth data, or other documentation that provides additional information in these areas. Appendix F: Evidence of Support No Specific Page Limitations The Foundation would like to see evidence that the majority of teachers in your network believe that the theory of action in this proposal, as well as the specific activities proposed, are both relevant and impactful. Compelling evidence might be results of a survey sent to all members in the network, alignment of proposed activities to feedback received through other means or that the proposal itself was heavily informed by teachers. If the majority of teachers you plan to work with are concentrated in a single district and/or state, it would also be helpful to include evidence of support from district/state leadership as a way to ensure that efforts undertaken as part of this grant will be coherent with other system-driven common core implementation activities. Appendix G: Tax Status. Check Box The foundation will make grants in reliance on the correct representation in your grant application as to the tax status of your organization. You must indicate which of the following descriptions applies to your organization. The organization is: □ Exempt from United States Federal income tax under section 501(c)(3) of the United States Internal Revenue Code of 1986 (the “Code”) and not a private foundation; □ A United States government unit described in section 170(c)(1) of the Code; □ A foreign government or an agency or instrumentality of a foreign government that will be treated by the foundation as an organization described in section 509(a)(1) of the Code; □ A foreign (non-U.S.) non-profit charitable organization that has provided to the foundation, prior to the execution of the grant agreement, a completed Foreign Public Charity Equivalency Affidavit sufficient to 12 allow the foundation to make a good faith determination that your organization is described in section 501(c)(3) of the Code and not a private foundation or a Equivalency Determination Certificate from NGOsource indicating that your organization is described in section 501(c)(3) of the Code and not a private foundation; □ Not a tax-exempt organization under the U.S. Internal Revenue Code of 1986 or a private foundation under such U.S. tax law. As a result, the foundation is required to exercise expenditure responsibility with respect to this grant. As a condition to receipt of the grant funds, you agree to take all actions necessary to facilitate the foundation’s compliance with its expenditure responsibility obligations. [Note: Grantees that are not public charities may subject to expenditure responsibility and have additional requirements under the grant agreement] 13
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