PUBLIC @CHOOLS OF NORTHRAROLINA STATE BOARD OF EDUCATION vian W.cte chstran DEPARTMENT OF PUBLIC INSTRUCTION lows Ga itn £40, Soe siptmndet www.NerusticscHoots ono ‘Apt 23, 2014 ‘Ms. Amy Hirman Sponsored Programs-Regulatory Compliance NC State University 2701 Sullivan Drive, Adm. Services Bldg. IIL Suite 240, Eox 7514 Raleigh NC 27695-7514 Dear Ms. Herman: The NC Stale Board of Education has approved our Task Onde/Task Order Amendment with you, 1 hhave enclosed your orignal copy of the executed contraclcantrect amendment NC1O139271. ‘We are pleased to be associated with you in this effort. — Passebep Pediat Cee » c= semmPei aa soe DIVISION OF FINANCIAL AND BUSINESS SERVICES PURCHASING AND CONTRACTS 6308 Ms ServiceCo, Raleigh, North Cri 276556308 919)807-3662| Fax (1 907660 Swot Adress 301 N Winngon St Ralph NC 27601, AN EQUAL OFPORTUNITY/ AFFIRMATIVE ACTION EMPLOYER,1 ASSO wo DNeSHEEONTRACT ORDER. Neo1s271 ca Ree ‘nmdot TASK ORDER "ssued Uncer theNorth Carolina State Board of Education, University of North Caraion “Master Agreement, Version OO Projet Personne UNC tm Pricipal Tavetigator Universi: NCSU Fridey Insite fr Esuctional innovation Principal investigor Glen Keima, Exetive Diecor ‘Consiga: Jenifer Com, Sr. Reserch Associate; Pil Ener, Director of Technology, Mary Walt, Dieter ‘Adress: 1800 Main carpus Drive, Canpus Box 789 ity, Stat, Zip: Raleigh, NC27606 Eni pemer@ncsueds lato Nese Prajei Coordinator ‘North Cartina Departmen of Publi Inston Name, Tie: Pip W. Pris ‘Adress: 6326 Mail Service Center Ci, Site, ip: Raleigh, NC 27639-6326 Prone, fx: 919-807-360, 919-907 3608 Email Philip wie Pp. { Contract Adminitrater UUnivesios NC State University Name, Tile: Amy Herman, Sponsored Pogeams-Regultry Compliance ‘Adsrss:2701 Sulivan Dr, Admin Servees Bldg I, Suite 240, Box 7514 iy, sate, zp Raleigh, NC 27695-7514 Pons, x: (P) 919-313.2446;(F) 919.515.7721, Contract Administrator ‘Noth trl Department of Publ stration ‘Name, Tile: Janet By, ConratsAdminstaar ‘Adress: 6308 Mall Service Center iy, State, Zp: Raleigh NC77699-5308 Phone, fx Wi919-07-3662; F919-807-3660, Email amy_hermangnesued Proje Fie: Digi Learing Plan Project StrVEnd Dates: _ 4/2 Prot Description Project Contactor University: Friday inti for Edstional novation of NCSU Eni janecbyrd@dpinc.gov 204 through 9107015, Incorporation ‘hs Tes and Conditions ofthe NCSEECUNC Maser Agreement re incoporated by reference. This Task Orders inclades any ‘Apedices or addendums aathed here, icing Appendix A Recipient Scope of Work” Appendix B the Funding Seen sed vie” olcable), Append C “Cone Cerfeatos Resured by State Law 013" Append D “Dead Suter cos unyabl Feit and Adminsraive Co recovery, and appends € “ARRA Contact Movisons and Race oe Top Rese Requicerents” |N WITNESS THEREOF, the parties have cused the Task Order tobe excued by hel authored presenti, ATTEST: APPROVED BY: Piilip Pris, Chie Financial Orion FOR THE NORTH CAROLINA STATE BOARD OF EDUCATION: Yoo FQ Whim Tne Sc Car Aiinson, St Superintendent Stefanie D. Saunders ITUTION: = Asian Diz reson down NCSU Sponseree Prouspines ° a SEN” area ‘ined ‘Authorizing Oficial Signature Das ‘Toil Projet Cont SPI OS Funding Source: Sie of Werk Carolia and US. Deparment sof Eéveaton Total funding to date: Ageney ‘Con sare equa wit hs ato (CFDA: 84.395 $395a100069 (cost share to date: Tie Reslolnt Fiscal Azent ‘Special Terms and Condtions I[ Name, Te Tle Schwind, Cott and Grats ‘Appendix B: Not ppiable for thi Order ‘Adress: 2701 Sullivan Dr, Admin. Series Bids I, Box ‘See Appendix C, Contaclor Cerifentons Requred by State mis Law 2013) io, stne, zp Raleigh, NC 27658-7214 Phone, x: (P) 919-515.8008; 7) 91915-4693, nal Jule schwinn ed Inve (Gost reimburserent under his Task Order wil requ erode invoiessbmited no more freuen than monty anda al invoie submited wihin 3ays af the projet end date ited on page 1. Al invoices ate subject athe aprocalo the ICSBE Project Coordinator.” Invlzes are tobe addressed to NCDBI, Accounts Payable, 6331 Mal Sern, Cotes aeigh, NC 276996331, bul mallet the Pojert Cone radon papel tis Toa Orden Amendment Description ‘Describe te eas Tor amending is Task Order: Bodget Code: 0801-532180-182143922000, 0801532150-108129850000 Budget Souree: Sute'Federal Strategie Priory: TCS ws2010@ e Appendix A ~ Scope of Work. ‘A Digiat Learning Transition Plan Friday Institute fr Educational Innovation, NC State Usversity Background “The NC General Assembly, va Sesion Law 2013-12, hs sae is intention totranston K12 eduaton rom tecbooicased to digi! lexming spprosches Session Law 2013-12 (House Bll 44), AN ACT STATING THE INTENT OF THE GENERAL ASSEMBLY TO TRANSITION FROM FUNDING TEXTBOOKS TO FUNDING DIGITAL LEARNING IN Tia PUBLIC SCHOOLS. AS RECOMMENDED BY THE LEGISLATIVE RESEARCH COMMISSION STUDY COMMITTEE (ON DIGITAL LEARNING ENVIRONMENTS IN PUBLIC SCHOOLS. Specialy, St 2019-12 defines transition o gta emi in schools in §1.9 2s fellows 1s the nent ofthe General Assemb) to ransin from funding for textbooks, bath tedtonel ad igi to funding fr digital meterial,Ineluding teibook nd ntrctonal resources, fo, ‘provide educoional resources tha remain caren aligned with curtcvum, and Sets forall earners by 2017, ‘The gl ranston defined in H44 wil gue charges in insta paces, new ype of dueatonal sources, hangs in casroom and school management evied seal safing models tshanced school nd dst! chlo Infarct, Interconnected vcs oral sens and teachers and educator aining and support tlre specie dst and char deployments Fret, Sis ol ning and ple ewes wil pedo be revised. In shor, he Sigil anton wl ‘equ comprehensive planning. To that end, Section 6.1 1(g) of SL. 2013-3601 authorizes ‘the Department of Pubic Instruction to utilize one milion dollars ($/,000,000) of appropriated funds fora plan to transition to a digital learning environment. ‘SECTION 6.11.(g) Funds appropriated for Digital Leerning pursuant to subsection (¢) ofthis section shall be used to support grants to local ‘education agencies (LEAs) for (I) delivering educator professional development focused on using digital and other instructional technologies 10 provide high-quality, integrated digital teaching and learning to all ‘students, and (i) acquiring quality digital content to enhance instruction, Up 0 one million doltars ($1,000,000) may be used by the Department of Public Instruction 10 () develop a plan to transition from funding for textbooks, both traditional and digial, to funding for digital materials, {including textbooks and instructional resources ard (i) provide educational resources that remain current, are aligned with curriculum, aed are effective forall learners by 2017. The plan shall also include an inventory of the infrastructure needed 10 support robust digital learning in public schools,@ @ ‘The balance of this document summarizes the scope of wok fea plsnning effort peruano $6.11(8) of ‘SL. 2013-3601 and supponing SL 2013-12 (Contract administration ana term ‘The NC Deparment of Publi Instution managing executive for thie wark is Depy Soperntendent and (lit Financial Ofc, Philp Price. The Lewming Commision cared by Llewenant Governor Dar Fees wil ervea the advisory commits tothe Dipl Lstning Panning Team (OL?) Works o begin Api 21,2014 and continue fora tem of 18 months, ending September 30,2015 Sope of Work ‘Tre Friday inate wl ead he digital ering paning,bulng upon sucessful approaches rom the ‘school connectivity nkiatve (SC, the NC learn ecologies naive (NCL) sd the NC eduction lod planning ad evasion projects. wll bald pon exemplary practiges nd lessons learned win NC LEAS that already have digi ering itv underway, as wel fom gl len programs ‘policies note sates. Within 90 days of one execution the DLPT wl provide a wort pag including timetable for deliver of ier report and related projet documeis, The DLP shall ish ina repo comprising al of th deliverables fisted below on or before September 12013. +. Develop a plan to transition from funding for textbooks to funding for distal Inader to transition tom finding of textbooks to fanding for gal materials, we must compare how ‘Stand lea funds ar combined inthe lpay tetbook funding environment with the total cos of ‘ership fr digi envzonment. ure, we mus investigate how State nd local policy mpl a ‘ital easton. Specific tasks olde ‘+ Document historical textbook funding and associated costs atthe State and local levels ‘+ Research and document cost elements associated with digital learning, ‘Research and document existing State and local funding for digital learning elements, ‘+ Research State and local policy barriers to digital learning and develop recommendations for policy revisions. 2. Develop aplan to provide educational resources that cemain current, that 2 aligned with curriculum, and effective for all learners by 2017, A dita learning approach wil be bul around a combination of open eduction resources (OERS), subcription-bsed content services, and NC-reated conten. In oreo develop, vet ign pub, and ‘maha high quality digital conten, LEAS, Charter, and NCDP! mast define and implement contest ‘management svatepes and workflows Plening requementinclue ‘+ Identity exemplar classroom, school, and district digital learning-based instructional approaches ‘+ Express exemplar approaches as measurable functional workflows, services, supports, and infrastructures * Define best practices for aligning the elements of exemplar approaches to NC districts ‘+ Provide an initial mapping of exemplar approach elements to NC districts@ ) ‘Specify a comprehensive digital content management plan Specify governance, organization, funding, and related sustainability parameters 3. Develop an inventory of the infrastructure needed to support robust drial learn in-public schools, Stetewide dg earning requis highly capable and scale technology and human suppor infrastructures. NC enjoys severl advanced statewide ad repens tchocogy end suppon insructres ‘antcan be expanded to suppor pervasive digital aming. Additonal complimentary setts wil need © te defined and deployed. Adon, the State wil need a comprehensive, sbategie pln fr baling «spac fall NC educators to fly tie digital resources and Yo mec te new digi leaning saners, ‘pri tok include: ‘Specify technology infrastructure required atthe classroom, school, strict, and State levels ‘+ Specify service and support infrastructure required atthe classroom, school, district, and State levels, + Document a comprehensive survey of existing digital learning technology, service, and support infrastructures atthe classroom, school, district, and State levels ‘+ Prepare a gap analysis based in required versus existing capabilities - as appropriate, enps willbe defined at the school, district, and State levels *+ Ident extgories ot human capacity neded athe clasroom, school, dst, nd Stat lve 0 effectively implemen iil leaming. ‘Define professional development approaches that provide ongoing, sustainable, and job-enbedded ‘opportunities for educators, adminis, an che sal + Provide best rcties of profesional ering programs snd approaches wiizedby dst that se implementing digs earning effectively. Identity or provide models of policies that support capacity building, Approueh The overarching vision of the projets to develop a dig! learning impestentaion plan or Stat, src, ard school evel ears. Our approach emphasizes thatthe rle of technology i fo enhance teaching od it also enabling mare eMectve professional developmen, schol management end ion withthe schoo! communi. Our approach wll build upon existing exemplary practices in [NC and elsewhere use all available relevant dt, incorporate esearch bed best ratices, and engage ll Slkcholers inthe proces. Specialy, we wil ‘+ Identity or adapt existing data collection instruments, building upon the ‘approach and instruments used inthe School Connectivity, NC Education Cloud, and NC Learning Technologies initiative projects. + Collect both qualitative and quantitative data in the form of surveys, classroom observations, interviews, and focus groups. ‘+ Assess LEA and school readiness via surveys, data analysis, and onsite information collection. Engage State, school and district staff responsible for Curriculum, professional development, assessment, special education, finance,® e and HR as well as the instructional and infrastructure aspects of technology. Engage regicnal and State level associations of educators, administrators, principals, and technologists, including NCPAPA, NCASA and NCSBA to obtain Input and develop stakeholder support among school and district administrators {and members of local school boards, ‘Visit and study exemplary schools, districts, and States, *+ Engage private sector providers through live request for information convenings, * Define models of effective digital learning transitions in schools and districts of different sizes, student demographics, and geographic regions, with exemplars of teach model, to provide concrete examples to inform school and district transition processes. ‘+ Develop a comprehensive plan that addresses technology infrastructure, Curriculum resources, professional development, funding and other aspects required for statewide progress in digital learning, ‘Timeline and Delveraties The project timeline ad deliverables area cena element of he dtied wor planta wil be completed within 90 dos othe project stat date. We expect engage NCDPI, NCSBE. and te e-Lesming Commission inthe devetpmen of he work pln andar sch expet Soe Fine -ting on Scape, va val vat vatOrder NC10139272 @ Ne eProcurement Purchase Order No. NC10139272 e Page | of 3 Title: NCSU Friday Institute - Digital Learning Plan Issued on Fr 04 Ape, 2014 ‘Created on Fr, 04 Apr, 2014 by Arba System ‘State Agency Tax Exempt Number: 400047 ‘Dox 7001, 402 C Poe Hal RALEIGH, NC 27695-7601 Unites States Phone: 1819-515-1784 Fax 19195156978 (Contact Rule Pithara Ship To: oF EDUCATION BUILDING NC DEPT. OF PUBLIC INSTRUCTION MAIL & MATERIALS CENTER 301 NORTH WILMINGTON STREET Releigh, NC 27601 Unites Sates Phone: 1918-807-3651 Fax (019)807-3660 Deliver To: Debby Jackson Contact Name: Contract Type: No Requester: deborah jackson Purchase Order NoNC10130272 Requisiton No. 017623000 (Other Costs: $0.00 USD Requester: Debby Jackson Shipping Method: BEST WAY Bui To: osPT ACCOUNTS PAYABLE 6331 Mal Service Center Raleigh, NC-27669 Unites States Phone: 1919-007-9697 Fax: 1919-807-3622 Entty Description: Department of Public Inetruetion FOB Code: Destination freight pad by vendor and included in price. Thle passes upon receipt. Vendor fies any dims. “Terms of Payment: NET item Description Part Unit ly Need Unit Tax Amount Extended Amountincadea tx) Number by Pr 7 weso “olar 650,13016 None $1.00 $000 USD $650, 190718 USD Frigay us inatitte- Digital OO\- SSASO-\SUA4SI9> 000 Ueerning https://buyer.ncgov.com/Buyer/render/13ZCJZEKFHU9E 4/4/2014,Order NU1UI39272 e @ Page 2 of 3 NCSU Friday institute - Digital Learning Plan ‘7izot4 -6/3072018 tem Description Part Unit ty Need Unit_ Tax Amount Extended Amountincludes tax) Number By. Price 2 NCSU dol 688,483.21 None $1.00 S0.00USO $685,489.21 USD Fray uso insttate- Digital OROL-SF UD lOBiagzsvowd earning Plan. NCSU Fay not ‘mnveoia-6/2072018 ‘ARRA Funds: Yes Federal Anars Number: 64.395_S305A100060 State Fiscal Stabitzation Fund (SFSF)- Race othe-Top inenlve Grants, Recover Act Digital Learning Pian ltem Description Part Unit Qty Need Unit. Tax Amount Extonded Amount{includes tax) Number By Price 3 _Nesu dollar 347,244.84 None $1.00 6000 USD S941 244.84 USD Friday sD Institute Dita O80 (-SSUu3d- [0€Ia4ABT 00d ‘eeming Plan. NCSU Friday Insite - Digit Learning Plan ‘THots -918072015, ‘ARRA Funds: Yes Federal Auard Number: 84.398 _$395A100069 State Fiscal Stabilization Fund (SFSF) -Race‘o-the-Top incentive Grant, Recovery Act Total $1849,828.27 USD ‘Terms And Conditions of Purchas CONDITIONS AND INSTRUCTIONS 1. This purchase order was issued through the Statawide Procurement Servco and is therefore subject to fee of 1.75% (0175) on tho foal dolar amount of goods (excluding sales ta). The folowing exemptions apply: (A) Purchases from a erm contract that has not yet been implemented onthe Siatowise E Procurement Service; (8) Purchases frm an ageny- specifi ten ‘contrac that has not yet been implemented on the Statewide E-Procurement Spvice. Note: Fees wil be Iivoiced monthly based on purchase order activity during the prior month. 2. Tis orders placed subject to shipment at prices, amounts and transportation rates noth excats of those indeated on the face ofthis fofder. 3. Each shipman! must be shipped lo the SHIP TO sdrans pinta on the face of hs onder and ‘marked to the attention ofthe individual, f any. indicated in that adress. Each shipment must be labeled Dainty with our PURCHASE ORDER number, and must show gfoss, tare and ret weigh. 4. Complete packing lst must accompany each shipment. 6. Drafs wil nt be honored. 6 Walerals received excess of ‘quanies specified herein may, at our option, be returned at shipper’ expense. Substttions are not permitted, 7. Invoices in quadruplicate must be maled on the date of shipment to the INVOICE TO adress Indicated on the face of his purchase order. Invoices must ncide the INVOICE TO name and adress, the PURCHASE ORDER number, terms of payment and ring. 6. On alinvoices subject to discount. the Aiscount period wll be calulaied from the date a corec invoice is received in is offce. 9. Each invoice ‘must be accompanied by the folowing papers: A. Orginal bit of lading when shipment fs made by fright or express. . Signed delivery receipt when delivery is made by other means. Parcel post Insurance whan shipment ls made by parcel post and value i over $7.00, 10, n eases where partes ater than you ship. https:/buyer.ncgov.com/Buyer/render/13ZCJZFKFHUSE, 4/4/2014‘Order NC10139272 e @ Page 3 of 3 ‘materiats agains! his order, shipper must be Instructed fo show our PURCHASE ORDER aumber on a packages and shipping manifests to insure prompt identification and payment of invoices, "1. By accepting this electronic purchase order. you aoe that hese CONDITIONS AND INSTRUCTIONS at legally binding, hnps://buyer.negov.com/Buyer/render/13ZCIZFKFHU9E. 4/4/2014Order NC10139271 @ e Page | of 2 NGerr00 Gro sent Purchase Order No. NC10139271 Title: NCSU Friday Institute - Digital Learning Plan Issued on Fei, 04 Ape, 2014 (Created on Fri, 04 Apr, 2014 by Aiba System ‘Stato Agency Tax Exempt Number: 400047 Suppl NC State Universiy Box 7248, NCSU Campus leigh, NC 27695 United States Phone: 1919.513-8597 Far. 19195138530 Contact Jessies Guzzo Ship To: Bi To: Pr spr EDUCATION BUILDING NO DEPT, OF PUBLIC ‘ACCOUNTS PAYABLE INSTRUCTION 6391 Nall Senvice Center MAIL & MATERIALS CENTER. Raleigh, NC 27699 301 NORTH WILMINGTON STREET United Sites Feleigh, NC 27601 Phone: 191-007-9697 United States Fax 1919-807-3622 Phone: 1919-007.3661 Fax 1(019)807-3680, " gare ‘Nut By oe (O9D|-SBUISO ABIIG SFQD000 OSU Fay Instute- Digital Learning lon ari2or4 - 62072014 Contract Name: Contract Type: No Requester: deborah_jackson (Order No NC10139271 3m No. RA7623990 Other Cont $0.00 USD Requester: Debby Jackson ‘Shipping Method: BEST WAY FOB Code: Destination freight paid by vendor and incuded in price. Tie [passes upon receipt Vendor files any clams. https://buyer.negov.com/Buyer/render/IEB9SNIAN87YT 4/4/2014Order NC1U139271 @ Page 2 of 2 @ Terms of Payment: NET Total $349,669.84 USD, ind Gonditions of Purchase: CONDITIONS AND INSTRUCTIONS 1. This purchase order was Issued through the Statewide Procurement Service andis therefore subject to a fee of 1.758 (0175) onthe total dalle amount of goods (excluding sale tx). The folowing exemptons apply: (A) Purchases from a term contract tat hes nol yet been implemented onthe Statowige E Procurement Service: (8) Purchasas fm an ageny-spacise erm contract that has not yet been implemented onthe Statew'de E-Procurement Service. Nol: Fees willbe invoiced monthly based on purchase order activity during the pri month 2. This oder is placed subject to shipment at prices, amounts and ransportaon rates natin excess of those indieled onthe face of his ‘order. 3. Each shipment must be shipped fo the SHIP TO address printed on tho face of hs order and Marked io the attention ofthe navi, any, indicated in that adsress. Each shipment must be labeled pial wth our PURCHASE ORDER number, aid must show gross, tare and net weight. 4 Complete Packing lit must accompany each shipmedl. 5. Drafts wil not be honored. 6. Materials recived in excess of ‘quanties specified herein may, at our option, be retumed at shippers expense. Subalitutons are not Dermlted.7- Invoices in quadruplicate must be mailed on the date of shipmeat tothe INVOICE TO across Indicated on the face ofthis purchase order, Invoices mit include tha INVOICE TO name and address the PURCHASE ORDER number, terms of payment and rouing.B. On all invoices subject o dlscount he discount period wl be calulsed from the dae a correct invoke Is received hi ofc. 9. Each invoice must be accompanied by the folowing papers: A. Criginal bl of lading when shipment made by eight or ‘express. B. Signed delvary receipt winen delivery is mede by other means. C. Parcel pest ineurance when shipment is made by parcel post and valves over $1.00. 10, In cases where parties ater than you sip. materials agains this order, shipper must be nstucted to show our PURCHASE ORDER number on all packages and shipping manifests to insure prompt denifcaton and payment of ivolces. 11. By ocepting this electronic purchase order, you agree that hee CONDITIONS AND INSTRUCTIONS are legally nding, https://buyer negov.com/Buyer/render/IEB9SNIANS7YT 4)4/2014