15-CONTRACT-CHILDREN'S LITERACY-SIGNED.PDF
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CONTRACT EDUCATIONAL CONSULTING SERVICES, SCHOOLS 240124-RFP This contract is entered into this 8th day of May, 2024, by and between Maricopa County (“County”), a political subdivision of the State of Arizona, and Children’s Literacy Initiative, a Pennsylvania corporation (“Contractor”) for educational consulting services (consultant and professional development) for the Maricopa County School Superintendent’s Office (MCSSO). Other County departments may utilize this contract. 1.0 2.0 3.0 4.0 5.0 CONTRACT TERM This contract is for a term of one year and two months, beginning on the 8th of May, 2024 and ending the 31st of June, 2025. OPTION TO RENEW The County may, at its option and with the concurrence of the Contractor, renew the term of this contract up to a maximum of five additional years, (or at the County’s sole discretion, extend the contract on a month-to-month basis for a maximum of six months after expiration). The Contractor shall be notified in writing by the Office of Procurement Services of the County’s intention to renew the contract term at least 60 calendar days prior to the expiration of the original contract term. CONTRACT COMPLETION In preparation for contract completion, the Contractor shall make all reasonable efforts for an orderly transition of its duties and responsibilities to another provider and/or to the County. This may include, but is not limited to, preparation of a transition plan and cooperation with the County or other providers in the transition. The transition includes the transfer of all records and other data in the possession, custody, or control of the Contractor that are required to be provided to the County either by the terms of this agreement or as a matter of law. The provisions of this clause shall survive the expiration or termination of this agreement. PRICE ADJUSTMENTS Any requests for reasonable price adjustments must be submitted 60 calendar days prior to contract expiration. Requests for adjustment in cost of labor and/or materials must be supported by appropriate documentation. The reasonableness of the request will be determined by comparing the request with the Consumer Price Index or by performing a market survey. If County agrees to the adjusted price terms, County shall issue written approval of the change and provide an updated version of the contract. The new change shall not be in effect until the date stipulated on the updated version of the contract. PAYMENTS 5.1 As consideration for performance of the duties described herein, County shall pay Contractor the sum(s) stated in Exhibit A – Vendor Information and Pricing. 5.2 Payment shall be made upon the County’s receipt of a properly completed invoice. SERIAL# 240124-RFP 5.3 INVOICES 5.3.1 The Contractor shall submit one legible copy of their detailed invoice before payment(s) will be made. Incomplete invoices will not be processed. At a minimum, the invoice must provide the following information: • Company name, address, and contact information • County bill-to name and contact information • Contract serial number • County purchase order number • Project name and/or number • Invoice number and date • Payment terms • Date of service or delivery • Arrival and Completion Time (if applicable) • Description of purchase (product or services) • Pricing per unit of purchase • Extended price • Mileage with rate (if applicable) • Total amount due 5.3.2 Problems regarding billing or invoicing shall be directed to the department as listed on the purchase order. 5.3.3 Payment shall only be made to the Contractor by Accounts Payable through the Maricopa County Vendor Express Payment Program. This is an Electronic Funds Transfer (EFT) process. After Contract Award the Contractor shall complete the Vendor Registration Form located on the County Department of Finance Vendor Registration Web Site (https://www.maricopa.gov/5169/Vendor-Information). 5.3.4 Discounts offered in the contract shall be calculated based on the date a properly completed invoice is received by the County. 5.3.5 EFT payments to the routing and account numbers designated by the Contractor shall include the details on the specific invoices that the payment covers. The Contractor is required to discuss remittance delivery capabilities with their designated financial institution for access to those details. 5.4 APPLICABLE TAXES 5.4.1 It is the responsibility of the Contractor to determine any and all applicable taxes and include those taxes in their proposal. The legal liability to remit the tax is on the entity conducting business in Arizona. Tax is not a determining factor in contract award. 5.4.2 The County will look at the price or offer submitted and will not deduct, add, or alter pricing based on speculation or application of any taxes, nor will the County provide Contractor any advice or guidance regarding taxes. If you have questions regarding your tax liability, seek advice from a tax professional prior to submitting your bid. You may also find information at https://www.azdor.gov/Business.aspx. Once your bid is submitted, the offer is valid for the time specified in this solicitation, regardless of mistake or omission of tax liability. If the County finds overpayment of a project due to tax consideration that was not due, the Contractor will be liable to the County for that amount, and by contracting with the County agrees to remit any overpayments back to the County for miscalculations on taxes included in a bid price. SERIAL# 240124-RFP 5.4.3 Tax Indemnification: Contractor and all subcontractors shall pay all Federal, State, and local taxes applicable to their operation and any persons employed by the Contractor. Contractor shall, and require all subcontractors to, hold Maricopa County harmless from any responsibility for taxes, damages, and interest, if applicable, contributions required under Federal and/or State and local laws and regulations, and any other costs including: transaction privilege taxes, unemployment compensation insurance, Social Security, and workers’ compensation. Contractor may be required to establish, to the satisfaction of County, that any and all fees and taxes due to municipality or the State of Arizona for any license or transaction privilege taxes, use taxes, or similar excise taxes are currently paid (except for matters under legal protest). 6.0 AVAILABILITY OF FUNDS 6.1 The provisions of this contract relating to payment for services shall become effective when funds assigned for the purpose of compensating the Contractor as herein provided are actually available to County for disbursement. The County shall be the sole judge and authority in determining the availability of funds under this contract. County shall keep the Contractor fully informed as to the availability of funds. 6.2 If any action is taken by, any State agency, Federal department, or any other agency or instrumentality to suspend, decrease, or terminate its fiscal obligations under, or in connection with, this contract, County may amend, suspend, decrease, or terminate its obligations under, or in connection with, this contract. In the event of termination, County shall be liable for payment only for services rendered prior to the effective date of the termination, provided that such services are performed in accordance with the provisions of this contract. County shall give written notice of the effective date of any suspension, amendment, or termination under this section, at least 10 days in advance. 7.0 STRATEGIC ALLIANCE for VOLUME EXPENDITURES (SAVE) The County is a member of the SAVE cooperative purchasing group. SAVE includes the State of Arizona, many Phoenix metropolitan area municipalities, and many K-12 unified school districts. Under the SAVE Cooperative Purchasing Agreement, and with the concurrence of the successful respondent under this solicitation, a member of SAVE may access a contract resulting from a solicitation issued by the County. If contractor does not want to grant such access to a member of SAVE, state so in contractor’s bid. In the absence of a statement to the contrary, the County will assume that contractor does wish to grant access to any contract that may result from this bid. The County assumes no responsibility for any purchases by using entities. 8.0 INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENTS (ICPAs) County currently holds ICPAs with numerous governmental entities. These agreements allow those entities, with the approval of the Contractor, to purchase their requirements under the terms and conditions of the County contract. It is the responsibility of the non-County government entity to perform its own due diligence on the acceptability of the contract under its applicable procurement rules, processes, and procedures. Certain governmental agencies may not require an ICPA and may utilize this contract if it meets their individual requirements. Other governmental agencies may enter into a separate Statement of Work with the Contractor to meet their own requirements. The County is not a party to any uses of this contract by other governmental entities. 9.0 DUTIES 9.1 The Contractor shall perform all duties stated in Exhibit B – Scope of Work, or as otherwise directed in writing by the procurement officer. 10.0 TASK ORDERS SERIAL# 240124-RFP 10.1 The County will award for services for this contract through the Task Order process, and using the County’s e-procurement platform. The County reserves the right to select any qualified vendor under this contract for Task Orders valued under $25,000 without further competition, based on the County’s needs, as long as the work is clearly defined as a onetime need and is approved by the Office of Procurement Services (OPS). For service requirements valued over $25,000, specific details for services needed will be provided and vendors will be given time to respond to the Task Order with their proposed work plan, staff, and pricing. The vendor that best meets the need of the County will be awarded the Task Order. 10.2 Award of this contract does not guarantee award of any individual Task Order. The County is aware that there may be categories of educational consulting services that have not been included in this solicitation but may be useful to the County. In your proposal, explain such categories and your firm’s qualifications for such. 11.0 TERMS AND CONDITIONS 11.1 INDEMNIFICATION 11.1.1 To the fullest extent permitted by law, and to the extent that claims, damages, losses, or expenses are not covered and paid by insurance purchased by the contractor, the contractor shall defend, indemnify, and hold harmless the County (as Owner), its agents, representatives, officers, directors, officials, and employees from and against all claims, damages, losses, and expenses (including, but not limited to attorneys' fees, court costs, expert witness fees, and the costs and attorneys' fees for appellate proceedings) arising out of, or alleged to have resulted from, the negligent acts, errors, omissions, or mistakes of the contractor, a subcontractor, anyone directly or indirectly employed by them, or anyone for whose acts they may be liable relating to the performance of this contract. 11.1.2 Contractor's duty to defend, indemnify, and hold harmless the County, its agents, representatives, officers, directors, officials, and employees shall arise in connection with any claim, damage, loss, or expense that is attributable to bodily injury, sickness, disease, death, or injury to, impairment of, or destruction of tangible property, including loss of use resulting therefrom, caused by negligent acts, errors, omissions, or mistakes in the performance of this contract, but only to the extent caused by the negligent acts or omissions of the contractor, a subcontractor, anyone directly or indirectly employed by them, or anyone for whose acts they may be liable, regardless of whether or not such claim, damage, loss, or expense is caused in part by a party indemnified hereunder. 11.1.3 The amount and type of insurance coverage requirements set forth herein will in no way be construed as limiting the scope of the indemnity in this section. 11.1.4 The scope of this indemnification does not extend to the sole negligence of County. 11.2 INSURANCE 11.2.1 Contractor, at Contractor’s own expense, shall purchase and maintain, at a minimum, the herein stipulated insurance from a company or companies duly licensed by the State of Arizona and possessing an AM Best, Inc. category rating of B++. In lieu of State of Arizona licensing, the stipulated insurance may be purchased from a company or companies, which are authorized to do business in the State of Arizona, provided that said insurance companies meet the approval of County. The form of any insurance policies and forms must be acceptable to County. 11.2.2 All insurance required herein shall be maintained in full force and effect until all work or service required to be performed under the terms of the contract is SERIAL# 240124-RFP satisfactorily completed and formally accepted. Failure to do so may, at the sole discretion of County, constitute a material breach of this contract. 11.2.3 In the event that the insurance required is written on a claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this contract and either continuous coverage will be maintained, or an extended discovery period will be exercised for a period of two years beginning at the time work under this contract is completed. 11.2.4 Contractor’s insurance shall be primary insurance as respects County, and any insurance or self-insurance maintained by County shall not contribute to it. 11.2.5 Any failure to comply with the claim reporting provisions of the insurance policies or any breach of an insurance policy warranty shall not affect the County’s right to coverage afforded under the insurance policies. 11.2.6 The insurance policies may provide coverage that contains deductibles or self- insured retentions. Such deductible and/or self-insured retentions shall not be applicable with respect to the coverage provided to County under such policies. Contractor shall be solely responsible for the deductible and/or self-insured retention and County, at its option, may require Contractor to secure payment of such deductibles or self-insured retentions by a surety bond or an irrevocable and unconditional letter of credit. 11.2.7 The insurance policies required by this contract, except Workers’ Compensation and Errors and Omissions, shall name County, its agents, representatives, officers, directors, officials, and employees as additional insureds. 11.2.8 The policies required hereunder, except Workers’ Compensation and Errors and Omissions, shall contain a waiver of transfer of rights of recovery (subrogation) against County, its agents, representatives, officers, directors, officials, and employees for any claims arising out of Contractor’s work or service. 11.2.9 If available, the insurance policies required by this contract may be combined with Commercial Umbrella Insurance policies to meet the minimum limit requirements. If a Commercial Umbrella insurance policy is utilized to meet insurance requirements, the Certificate of Insurance shall indicate which lines the Commercial Umbrella Insurance covers. 11.2.9.1 Commercial General Liability Commercial General Liability (CGL) insurance and, if necessary, Commercial Umbrella insurance with a limit of not less than $2,000,000 for each occurrence, $4,000,000 Products/Completed Operations Aggregate, and $4,000,000 General Aggregate Limit. The policy shall include coverage for premises liability, bodily injury, broad form property damage, personal injury, products and completed operations and blanket contractual coverage, and shall not contain any provisions which would serve to limit third party action over claims. There shall be no endorsement or modifications of the CGL limiting the scope of coverage for liability arising from explosion, collapse, or underground property damage. 11.2.9.2 Automobile Liability Commercial/Business Automobile Liability insurance with a combined single limit for bodily injury and property damage of not less than $2,000,000 each occurrence with respect to any of the Contractor’s owned, hired, and non-owned vehicles assigned to or used in SERIAL# 240124-RFP performance of the Contractor’s work or services or use or maintenance of the premises under this contract. 11.2.9.3 Workers’ Compensation 11.2.9.3.1 Workers’ compensation insurance to cover obligations imposed by Federal and State statutes having jurisdiction of Contractor’s employees engaged in the performance of the work or services under this contract; and Employer’s Liability insurance of not less than $1,000,000 for each accident, $1,000,000 disease for each employee, and $1,000,000 disease policy limit. 11.2.9.3.2 Contractor, its subcontractors, and sub-subcontractors waive all rights against this contract and its agents, officers, directors, and employees for recovery of damages to the extent these damages are covered by the workers’ compensation and Employer’s Liability or Commercial Umbrella Liability insurance obtained by Contractor, its subcontractors, and its sub-subcontractors pursuant to this contract. 11.2.9.4 Errors and Omissions/Professional Liability Insurance Errors and Omissions (Professional Liability) insurance which will insure and provide coverage for errors or omissions or professional liability of the contractor, with limits of no less than $2,000,000 for each claim. 11.2.10 Certificates of Insurance 11.2.10.1 Prior to contract award, Contractor shall furnish the County with valid and complete Certificates of Insurance, or formal endorsements as required by the contract in the form provided by the County, issued by Contractor’s insurer(s), as evidence that policies providing the required coverage, conditions and limits required by this contract are in full force and effect. Such certificates shall identify this contract number and title. 11.2.10.2 In the event any insurance policy(ies) required by this contract is (are) written on a claims-made basis, coverage shall extend for two years past completion and acceptance of Contractor’s work or services and as evidenced by annual certificates of insurance. 11.2.10.3 If a policy does expire during the life of the Contract, a renewal certificate must be sent to County 15 calendar days prior to the expiration date. 11.2.10.4 Certificates of Insurance shall identify Maricopa County as the certificate holder as follows: Maricopa County c/o Risk Management 301 W Jefferson St, Suite 910 Phoenix, AZ 85003 11.2.11 Cancellation and Expiration Notice Applicable to all insurance policies required within the insurance requirements of this contract, Contractor’s insurance shall not be permitted to expire, be suspended, be canceled, or be materially changed for any reason without 30 days prior written notice to Maricopa County. Contractor must provide to Maricopa SERIAL# 240124-RFP County, within two business days of receipt, if they receive notice of a policy that has been or will be suspended, canceled, materially changed for any reason, has expired, or will be expiring. Such notice shall be sent directly to Maricopa County Office of Procurement Services and shall be mailed, or hand delivered to 301 W. Jefferson, Suite 700, Phoenix, AZ 85003, or emailed to the procurement officer noted in the solicitation. 11.3 FORCE MAJEURE 11.3.1 Neither party shall be liable for failure of performance, nor incur any liability to the other party on account of any loss or damage resulting from any delay or failure to perform all or any part of this contract, if such delay or failure is caused by events, occurrences, or causes beyond the reasonable control and without negligence of the parties. Such events, occurrences, or causes include, but are not limited to, acts of God/nature (including fire, flood, earthquake, storm, hurricane, or other natural disaster), war, invasion, act of foreign enemies, hostilities (whether war is declared or not), civil war, riots, rebellion, revolution, insurrection, military or usurped power or confiscation, terrorist activities, nationalization, government sanction, lockout, blockage, embargo, labor dispute, strike, and interruption or failure of electricity or telecommunication service, and pandemic. 11.3.2 Each party, as applicable, shall give the other party notice of its inability to perform and particulars in reasonable detail of the cause of the inability. Each party must use best efforts to remedy the situation and remove, as soon as practicable, the cause of its inability to perform or comply. 11.3.3 The party asserting Force Majeure as a cause for non-performance shall have the burden of proving that reasonable steps were taken to minimize delay or damages caused by foreseeable events, that all non-excused obligations were substantially fulfilled, and that the other party was timely notified of the likelihood or actual occurrence which would justify such an assertion, so that other prudent precautions could be contemplated. 11.4 ORDERING AUTHORITY Any request for purchase shall be accompanied by a valid purchase order issued by a County department or directed by a Certified Agency Procurement Aid (CAPA) with a purchase card for payment. 11.5 NO MINIMUM OR MAXIMUM PURCHASE OBLIGATION This contract does not guarantee any minimum or maximum purchases will be made. Orders will only be placed under this contract when the County identifies a need and proper authorization and documentation have been approved. 11.6 PURCHASE ORDERS 11.6.1 County reserves the right to cancel purchase orders within a reasonable period of time after issuance. Should a purchase order be canceled, the County agrees to reimburse the Contractor for actual and documentable costs incurred by the Contractor in response to the purchase order. The County will not reimburse the Contractor for any costs incurred after receipt of County notice of cancellation, or for lost profits, or for shipment of product prior to issuance of purchase order. 11.6.2 Contractor agrees to accept verbal notification of cancellation of purchase orders from the County procurement officer with written notification to follow. Contractor specifically acknowledges to be bound by this cancellation policy. 11.7 BACKGROUND CHECK SERIAL# 240124-RFP Respondents may be required to pass multiple background checks (e.g. Sheriff’s Office, County Attorney's Office, Courts, as well as Maricopa County general government) to determine if the respondent is acceptable to do business with the County. This applies to, but is not limited to, the company, subcontractors, and employees, and the failure to pass these checks shall deem the respondent non-responsible. 11.8 SUSPENSION OF WORK The procurement officer may order the Contractor, in writing, to suspend, delay, or interrupt all or any part of the work of this contract for the period of time that the procurement officer determines appropriate for the convenience of the County. No adjustment shall be made under this clause for any suspension, delay, or interruption to the extent that performance would have been so suspended, delayed, or interrupted by any other cause, including the fault or negligence of the Contractor. No request for adjustment under this clause shall be granted unless the claim, in an amount stated, is asserted in writing as soon as practicable after the termination of the suspension, delay, or interruption, but not later than the date of final payment under the contract. 11.9 STOP WORK ORDER 11.9.1 The procurement officer may, at any time, by written order to the Contractor, require the Contractor to stop all, or any part, of the work called for by this contract for a period of 90 calendar days after the order is delivered to the Contractor, and for any further period to which the parties may agree. The order shall be specifically identified as a stop work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. Within a period of 90 calendar days after a stop work order is delivered to the Contractor, or within any extension of that period to which the parties shall have agreed, the procurement officer shall either: 11.9.1.1 cancel the stop work order; or 11.9.1.2 terminate the work covered by the order as provided in the Termination for Default or the Termination for Convenience clause of this contract. 11.9.1.3 The procurement officer may make an equitable adjustment in the delivery schedule and/or contract price, and the contract shall be modified, in writing, accordingly, if the Contractor demonstrates that the stop work order resulted in an increase in costs to the Contractor 11.10 TERMINATION FOR CONVENIENCE Maricopa County may terminate the resultant contract for convenience by providing 60 calendar days advance notice to the Contractor. 11.11 TERMINATION FOR DEFAULT 11.11.1 The County may, by written Notice of Default to the Contractor, terminate this contract in whole or in part if the Contractor fails to: 11.11.1.1 deliver the supplies or to perform the services within the time specified in this contract or any extension; 11.11.1.2 make progress, so as to endanger performance of this contract; or 11.11.1.3 perform any of the other provisions of this contract. SERIAL# 240124-RFP 11.11.2 The County’s right to terminate this contract under these subparagraphs may be exercised if the Contractor does not cure such failure within 10 business days (or more if authorized in writing by the County) after receipt of a Notice to Cure from the procurement officer specifying the failure. 11.12 PERFORMANCE It shall be the Contractor’s responsibility to meet the proposed performance requirements. Maricopa County reserves the right to obtain services on the open market in the event the Contractor fails to perform, and any price differential will be charged against the Contractor. 11.13 CONTRACTOR EMPLOYEE MANAGEMENT 11.13.1 Contractor shall endeavor to maintain the personnel proposed in their proposal throughout the performance of this contract. 11.13.2 If Contractor personnel’s employment status changes, Contractor shall provide County a list of proposed replacements with equivalent or greater experience. 11.13.3 Under no circumstances shall the implementation schedule to be impacted by a personnel change on the part of the Contractor. 11.13.4 Contractor shall not reassign any key personnel identified in their proposal without the express consent of the County. 11.13.5 County reserves the right to immediately remove from its premises any Contractor personnel it determines to be a risk to County operations. 11.13.6 County reserves the right to request the replacement of any Contractor personnel at any time, for any reason. 11.14 TRAINING Contractor shall provide training services, as needed, to completely train County personnel. All training shall take place on-site in Maricopa County, unless otherwise negotiated with County. 11.15 WARRANTY OF SERVICES 11.15.1 The Contractor warrants that all services provided hereunder will conform to the requirements of the contract, including all descriptions, specifications, and attachments made a part of this contract. County’s acceptance of services or goods provided by the Contractor shall not relieve the Contractor from its obligations under this warranty. 11.15.2 In addition to its other remedies, County may, at the Contractor's expense, require prompt correction of any services failing to meet the Contractor's warranty herein. Services corrected by the Contractor shall be subject to all the provisions of this contract in the manner and to the same extent as services originally furnished hereunder. 11.16 INSPECTION OF SERVICES 11.16.1 The Contractor shall provide and maintain an inspection system acceptable to County covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to County during contract performance and for as long afterwards as the contract requires. SERIAL# 240124-RFP 11.16.2 County has the right to inspect and test all services called for by the contract, to the extent practicable at all times and places during the term of the contract. County shall perform inspections and tests in a manner that will not unduly delay the work. 11.16.3 If any of the services do not conform to contract requirements, County may require the Contractor to perform the services again in conformity with contract requirements, at no cost to the County. When the defects in services cannot be corrected by re-performance, County may: 11.16.3.1 require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and 11.16.3.2 reduce the contract price to reflect the reduced value of the services performed. 11.16.4 If the Contractor fails to promptly perform the services again or to take the necessary action to ensure future performance in conformity with contract requirements, County may: 11.16.4.1 by contract or otherwise, perform the services and charge to the Contractor, through direct billing or through payment reduction, any cost incurred by County that is directly related to the performance of such service; or 11.16.4.2 terminate the contract for default. 11.17 USAGE REPORT The Contractor shall furnish the County a usage report, upon request, delineating the acquisition activity governed by the contract. The format of the report shall be approved by the County and shall disclose the quantity and dollar value of each contract item by individual unit of measure. 11.18 STATUTORY RIGHT OF CANCELLATION FOR CONFLICT OF INTEREST Notice is given that, pursuant to A.R.S. § 38-511, the County may cancel any contract without penalty or further obligation within three years after execution of the contract, if any person significantly involved in initiating, negotiating, securing, drafting, or creating the contract on behalf of the County is at any time, while the contract or any extension of the contract is in effect, an employee or agent of any other party to the contract in any capacity or consultant to any other party of the contract with respect to the subject matter of the contract. Additionally, pursuant to A.R.S. § 38-511, the County may recoup any fee or commission paid or due to any person significantly involved in initiating, negotiating, securing, drafting, or creating the contract on behalf of the County from any other party to the contract arising as the result of the contract. 11.19 OFFSET FOR DAMAGES In addition to all other remedies at Law or Equity, the County may offset from any money due to the Contractor any amounts Contractor owes to the County for damages resulting from breach or deficiencies in performance of the contract. 11.20 SUBCONTRACTING 11.20.1 The Contractor may not assign to another Contractor or subcontract to another party for performance of the terms and conditions hereof without the written consent of the County. All correspondence authorizing subcontracting must reference the bid serial number and identify the job or project. SERIAL# 240124-RFP 11.20.2 The subcontractor’s rate for the job shall not exceed that of the prime Contractor’s rate, as bid in the pricing section, unless the prime Contractor is willing to absorb any higher rates. The subcontractor’s invoice shall be invoiced directly to the prime Contractor, who in turn shall pass-through the costs to the County, without mark-up. A copy of the subcontractor’s invoice must accompany the prime Contractor’s invoice. 11.21 AMENDMENTS All amendments to this contract shall be in writing and approved/signed by both parties. Maricopa County Office of Procurement Services shall be responsible for approving all amendments for Maricopa County. 11.22 ADDITIONS/DELETIONS OF REQUIREMENTS The County reserves the right to add and/or delete materials and services to a contract. If a service requirement is deleted, payment to the Contractor will be reduced proportionately to the amount of service reduced in accordance with the bid price. If additional materials or services are required from a contract, prices for such additions will be negotiated between the Contractor and the County. 11.23 RIGHTS IN DATA 11.23.1 The County shall have the use of data and reports resulting from a contract without additional cost or other restriction except as may be established by law or applicable regulation. Each party shall supply to the other party, upon request, any available information that is relevant to a contract and to the performance thereunder. 11.23.2 Data, records, reports, and all other information generated for the County by a third party as the result of a contract are the property of the County and shall be provided in a format designated by the County or shall be and remain accessible to the County into perpetuity. 11.24 ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSE OF AUDIT AND/OR OTHER REVIEW 11.24.1 In accordance with Section MC1-372 of the Maricopa County Procurement Code, the Contractor agrees to retain (physical or digital copies of) all books, records, accounts, statements, reports, files, and other records and back-up documentation relevant to this contract for six years after final payment or until after the resolution of any audit questions, which could be more than six years, whichever is longest. The County, Federal or State auditors and any other persons duly authorized by the department shall have full access to and the right to examine, copy, and make use of, any and all said materials. 11.24.2 If the Contractor’s books, records, accounts, statements, reports, files, and other records and back-up documentation relevant to this contract are not sufficient to support and document that requested services were provided, the Contractor shall reimburse Maricopa County for the services not so adequately supported and documented. 11.25 AUDIT DISALLOWANCES If at any time it is determined by the County that a cost for which payment has been made is a disallowed cost, the County shall notify the Contractor in writing of the disallowance. The course of action to address the disallowance shall be at sole discretion of the County, and may include either an adjustment to future invoices, request for credit, request for a SERIAL# 240124-RFP check, or a deduction from current invoices submitted by the Contractor equal to the amount of the disallowance, or to require reimbursement forthwith of the disallowed amount by the Contractor by issuing a check payable to Maricopa County. 11.26 STRICT COMPLIANCE Acceptance by County of a performance that is not in strict compliance with the terms of the contract shall not be deemed to be a waiver of strict compliance with respect to all other terms of the contract. 11.27 VALIDITY The invalidity, in whole or in part, of any provision of this contract shall not void or affect the validity of any other provision of the contract. 11.28 SEVERABILITY The removal, in whole or in part, of any provision of this contract shall not void or affect the validity of any other provision of this contract. 11.29 RELATIONSHIPS 11.29.1 In the performance of the services described herein, the Contractor shall act solely as an independent Contractor, and nothing herein or implied herein shall at any time be construed as to create the relationship of employer and employee, co-employee, partnership, principal and agent, or joint venture between the County and the Contractor. 11.29.2 The County reserves the right of final approval on proposed staff. Also, upon request by the County, the Contractor will be required to remove any employees working on County projects and substitute personnel based on the discretion of the County within two business days, unless a different time period was previously approved by the County. 11.30 NON-DISCRIMINATION Contractor agrees to comply with all provisions and requirements of Arizona Executive Order 2009-09, including flow down of all provisions and requirements to any subcontractors. Executive Order 2009-09 supersedes Executive Order 99-4 and amends Executive Order 75-5 and is hereby incorporated into this contract as if set forth in full herein. During the performance of this contract, contractor shall not discriminate against any employee, client, or any other individual in any way because of that person’s age, race, creed, color, religion, sex, disability, or national origin. (Arizona Executive Order 2009-09 can be viewed at https://apps.azsos.gov/public_services/register/2009/46/governor.pdf) 11.31 WRITTEN CERTIFICATION PURSUANT to A.R.S. § 35-393.01 If vendor engages in for-profit activity and has 10 or more employees, and if this agreement has a value of $100,000 or more, vendor certifies it is not currently engaged in, and agrees for the duration of this agreement to not engage in, a boycott of goods or services from Israel. This certification does not apply to a boycott prohibited by 50 U.S.C. § 4842 or a regulation issued pursuant to 50 U.S.C. § 4842. 11.32 CERTIFICATION REGARDING DEBARMENT AND SUSPENSION 11.32.1 The undersigned (authorized official signing on behalf of the Contractor) certifies to the best of his or her knowledge and belief that the Contractor, its current officers, and directors: SERIAL# 240124-RFP 11.32.1.1 are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from being awarded any contract or grant by any United States department or agency or any state, or local jurisdiction; 11.32.1.2 have not within a three-year period preceding this contract: 11.32.1.2.1 been convicted of fraud or any criminal offense in connection with obtaining, attempting to obtain, or as the result of performing a government entity (Federal, State or local) transaction or contract; or 11.32.1.2.2 been convicted of violation of any Federal or State antitrust statutes or conviction for embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property regarding a government entity transaction or contract; 11.32.1.3 are not presently indicted or criminally charged by a government entity (Federal, State or local) with commission of any criminal offenses in connection with obtaining, attempting to obtain, or as the result of performing a government entity public (Federal, State or local) transaction or contract; 11.32.1.4 are not presently facing any civil charges from any governmental entity regarding obtaining, attempting to obtain, or from performing any governmental entity contract or other transaction; and 11.32.1.5 have not within a three-year period preceding this contract had any public transaction (Federal, State or local) terminated for cause or default. 11.32.2 If any of the above circumstances described in the paragraph are applicable to the entity submitting a bid for this requirement, include with your bid an explanation of the matter including any final resolution. 11.32.3 The Contractor shall include, without modification, this clause in all lower tier covered transactions (i.e. transactions with subcontractors or sub- subcontractors) and in all solicitations for lower tier covered transactions related to this contract. If this clause is applicable to a subcontractor or sub- subcontractor, the Contractor shall include the information required by this clause with their bid. 11.33 VERIFICATION REGARDING COMPLIANCE WITH A.R.S. § 41-4401 AND FEDERAL IMMIGRATION LAWS AND REGULATIONS 11.33.1 By entering into the contract, the Contractor warrants compliance with the Immigration and Nationality Act (INA using E-Verify) and all other Federal immigration laws and regulations related to the immigration status of its employees and A.R.S. § 23-214(A). The Contractor shall obtain statements from its subcontractors certifying compliance and shall furnish the statements to the procurement officer upon request. These warranties shall remain in effect through the term of the contract. The Contractor and its subcontractors shall also maintain Employment Eligibility Verification forms (I-9) as required by the Immigration Reform and Control Act of 1986, as amended from time to time, for all employees performing work under the contract and verify employee compliance using the E- Verify system and shall keep a record of the verification for the duration of the SERIAL# 240124-RFP employee’s employment or at least three years, whichever is longer. I-9 forms are available for download at www.uscis.gov. 11.33.2 The County retains the legal right to inspect documents of Contractor and subcontractor employees performing work under this contract to verify compliance with paragraph 11.33.1 of this section. Contractor and subcontractor shall be given reasonable notice of the County’s intent to inspect and shall make the documents available at the time and date specified. Should the County suspect or find that the Contractor or any of its subcontractors are not in compliance, the County will consider this a material breach of the contract and may pursue any and all remedies allowed by law, including, but not limited to: suspension of work, termination of the contract for default, and suspension and/or debarment of the Contractor. All costs necessary to verify compliance are the responsibility of the Contractor. 11.34 Contractor EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS 11.34.1 The parties agree that this contract and employees working on this contract will be subject to the Contractor employee whistleblower protections established by Title 41 U.S.C. § 4712 and Section 3.908 of the Federal Acquisition Regulation. 11.34.2 Contractor shall inform its employees in writing, in the predominant language of the workforce, of employee whistleblower rights and protections under 41 U.S.C. § 4712, as described in Section 3.908 of the Federal Acquisition Regulation. Documentation of such employee notification must be kept on file by Contractor and copies provided to County upon request. 11.34.3 Contractor shall insert the substance of this clause, including this paragraph, in all subcontracts over the simplified acquisition threshold ($250,000 as of fiscal year 2018). 11.35 CONTRACTOR LICENSE REQUIREMENT 11.35.1 The Contractor shall procure all permits, insurance, and licenses, and pay the charges and fees necessary and incidental to the lawful conduct of his/her business, and as necessary complete any requirements, by any and all governmental or non-governmental entities as mandated to maintain compliance with and remain in good standing. The Contractor shall keep fully informed of existing and future trade or industry requirements, and Federal, State, and local laws, ordinances, and regulations which in any manner affect the fulfillment of a contract and shall comply with the same. Contractor shall immediately notify both the Office of Procurement Services and the department of any and all changes concerning permits, insurance, or licenses. 11.36 INFLUENCE 11.36.1 As prescribed in MC1-1203 of the Maricopa County Procurement Code, any effort to influence an employee or agent to breach the Maricopa County Ethical Code of Conduct or any ethical conduct, may be grounds for disbarment or suspension under MC1-902. 11.36.2 An attempt to influence includes, but is not limited to: 11.36.2.1 A person offering or providing a gratuity, gift, tip, present, donation, money, entertainment or educational passes or tickets, or any type of valuable contribution or subsidy that is offered or given with the intent to influence a decision, obtain a contract, garner favorable treatment, or gain favorable consideration of any kind. SERIAL# 240124-RFP 11.36.3 If a person attempts to influence any employee or agent of Maricopa County, the chief procurement officer, or his designee, reserves the right to seek any remedy provided by the Maricopa County Procurement Code, any remedy in equity or in the law, or any remedy provided by this contract. 11.37 CONFIDENTIAL INFORMATION 11.37.1 Any information obtained in the course of performing this contract may include information that is proprietary or confidential to the County. This provision establishes the Contractor’s obligation regarding such information. 11.37.2 The Contractor shall establish and maintain procedures and controls that are adequate to assure that no information contained in its records and/or obtained from the County or from others in carrying out its functions (services) under the contract shall be used by or disclosed by it, its agents, officers, or employees, except as required to efficiently perform duties under the contract. The Contractor’s procedures and controls, at a minimum, must be the same procedures and controls it uses to protect its own proprietary or confidential information. If, at any time during the duration of the contract, the County determines that the procedures and controls in place are not adequate, the Contractor shall institute any new and/or additional measures requested by the County within 15 business days of the written request to do so. 11.37.3 Any requests to the Contractor for County proprietary or confidential information shall be referred to the County for review and approval, prior to any dissemination. 11.38 PUBLIC RECORDS Under Arizona law, all offers submitted and opened are public records and must be retained by the County at the Maricopa County Office of Procurement Services. Offers shall be open to public inspection and copying after contract award and execution, except for such offers or sections thereof determined to contain proprietary or confidential information by the Office of Procurement Services. If an offeror believes that information in its offer or any resulting contract should not be released in response to a public record request, under Arizona law, the offeror shall indicate the specific information deemed confidential or proprietary and submit a statement with its offer detailing the reasons that the information should not be disclosed. Such reasons shall include the specific harm or prejudice which may arise from disclosure. The records manager of the Office of Procurement Services shall determine whether the identified information is confidential pursuant to the Maricopa County Procurement Code. 11.39 INTEGRATION This contract represents the entire and integrated agreement between the parties and supersedes all prior negotiations, proposals, communications, understandings, representations, or agreements, whether oral or written, expressed, or implied. 11.40 UNIFORM ADMINISTRATIVE REQUIREMENTS By entering into this contract, the Contractor agrees to comply with all applicable provisions of Title 2, Subtitle A, Chapter II, Part 200—UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS contained in Title 2 C.F.R. § 200 et seq. 11.41 GOVERNING LAW SERIAL# 240124-RFP This contract shall be governed by the laws of the State of Arizona. Venue for any actions or lawsuits involving this contract will be in Maricopa County Superior Court, Phoenix, Arizona. 11.42 FORCED LABOR 11.42.1 By submitting a bid for this solicitation and/or entering into a contract as a result of this solicitation, contractor agrees to comply with all applicable portions of Arizona Revised Statutes Section 35-394. Contracting; procurement; prohibition; written certification; remedy; termination; exception; definitions. 11.42.2 Contractor certifies that it does not currently, and agrees for the duration of the contract, that it will not use: 11.42.2.1 The forced labor of ethnic Uyghurs in the People’s Republic of China. 11.42.2.2 Any goods or services produced by the forced labor of ethnic Uyghurs in the People’s Republic of China. 11.42.2.3 Any contractors, subcontractors or suppliers that use the forced labor or any good or services produced by the forced labor of ethnic Uyghurs in the People’s Republic of China. 11.42.3 If contractor becomes aware during the term of the agreement that contractor is not in compliance with this paragraph, the contractor shall notify the County within five business days after becoming aware of the noncompliance. If the contractor fails to provide a written certification to the County that the contractor has remedied the noncompliance within 180 days after notifying the County of its noncompliance, then the agreement terminates, except that if the agreement termination date occurs before the end the 180 day period, the agreement terminates on the agreement termination date. 11.43 PRICES Contractor warrants that prices extended to County under this contract are no higher than those paid by any other customer for these or similar services. 11.44 ORDER OF PRECEDENCE In the event of a conflict in the provisions of this contract and Contractor’s license agreement, if applicable, the terms of this contract shall prevail. 11.45 UNIQUE ENTITY IDENTIFIER (UEI) AND SYSTEM FOR AWARD MANAGEMENT REGISTRATION All contractors that receive funding must have a UEI number through https://sam.gov/content/entity-registration. Contractor must also remain current with the System for Award Management www.sam.gov throughout the term of the contract. 11.46 RELIGIOUS ACTIVITIES The contractor agrees that costs, planned or claimed, including costs incurred, shall not include any expense for any religious activity. 11.47 POLITICAL ACTIVITY PROHIBITED None of the funds, materials, property, or services contributed by the County or the contractor under the agreement shall be used in the performance of this agreement for any SERIAL# 240124-RFP partisan political activity, or to further the election or defeat of any candidate for public office. 11.48 EQUAL EMPLOYMENT OPPORTUNITY 11.48.1 The contractor shall not discriminate against any employee or applicant for employment because of race, age, disability, color, religion, sex, or national origin. The contractor shall take affirmative action to ensure applicants are employed and that employees are treated during employment without regard to their race, age, disability, color, religion, sex, or national origin. Such action shall include but is not limited to the following: employment, upgrading, demotion or transfer, recruitment, or recruitment advertising, lay-off or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. 11.48.2 Contractor shall comply with the following provisions: 11.48.2.1 Title VI and VII of the Civil Rights Act of 1964, as amended (42 U.S.C. §§ 2000a, et seq.); 11.48.2.2 The Rehabilitation Act of 1973, as amended (29 U.S.C. §§ 701, et seq.); 11.48.2.3 The Age Discrimination in Employment Act of 1967, as amended (29U.S.C. §§ 621, et seq.); 11.48.2.4 The Americans With Disabilities Act of 1990 (42 U.S.C. §§ 12101, et seq.); and Arizona Executive Order 2009-09, as amended, et seq. which mandates that all persons shall have equal access to employment opportunities. 11.48.2.5 Contractor understands that the United States has the right to seek judicial enforcement of this assurance. 11.49 CERTIFICATION REGARDING LOBBYING 11.49.1 Contractor certifies, to the best of their knowledge and belief, that: 11.49.1.1 No federal appropriated funds have been paid or will be paid, by or on behalf of the contractor, to any person for influencing or attempting to influence an officer or employee of any agency. This applies to a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant. Including the making of any federal, loan the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 11.49.2 If any funds other than federal appropriated funds, have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with this federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. 11.49.3 Contractor shall include Lobbying Certification language in the award documents for all subcontractors (including sub-grants, and contract under grants, loans, SERIAL# 240124-RFP and cooperative agreements) and that all sub-recipients shall certify and disclose accordingly. 11.49.3.1 The Lobbying Certification is a material representation of fact upon which reliance was placed when this transaction is made or entered into. Submission of this certification is prerequisite for making or entering into this transaction imposed by section 1352, Title 31, U.S. Code. Any successful proposer(s) who fail to file the required certification shall be subject to a civil penalty of not less than $10,000.00 and not more than $100,000.00 for each such failure. 11.50 CLEAN AIR ACT & CLEAN WATER ACT Contractor must comply with all applicable standards, orders, or requirements issued under section 306 of the Clean Air Act (42 U.S.C. 7606), section 508 of the Clean Water Act (33 U.S.C. 1368) Executive Order 11738, and Environmental Protection Agency regulations. 11.51 ENERGY POLICY AND CONSERVATION ACT Contractor must adhere to the standards and policies relating to energy efficiency, which are contained in the State energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat.871). 11.52 CONTRACT DISPUTES All Contract disputes will be handled in accordance with the Maricopa County Procurement Code, MCI-906. 11.53 INCORPORATION OF DOCUMENTS 11.53.1 The following are to be attached to and made part of this Contract: 11.53.1.1 EXHIBIT A - VENDOR INFORMATION AND PRICING 11.53.1.2 EXHIBIT B - SCOPE OF WORK 11.53.1.3 EXHIBIT C - OFFICE OF PROCUREMENT SERVICES CONTRACTOR TRAVEL AND PER DIEM POLICY 11.54 NOTICES All notices given pursuant to the terms of this contract shall be addressed to: For County: Maricopa County Office of Procurement Services 301 W. Jefferson St. Suite 700 Phoenix, Arizona 85003-1647 For Contractor: Children’s Literacy Initiative 990 Spring Garden Street Suite 400 Philadelphia, PA 19123 11.55 INQUIRIES SERIAL# 240124-RFP 11.55.1 Inquiries concerning information herein must be submitted prior to the question deadline date/time posted in the e-procurement platform, Periscope S2G, using the link in the “Q&A” tab. 11.55.2 Administrative telephone/email inquiries shall be addressed to: ELIZABETH KUTTNER, PROCUREMENT OFFICER TELEPHONE: (602) 506-0099 elizabeth.kuttner@maricopa.gov 11.55.3 Inquiries may be submitted by telephone but must be followed up in writing. No oral communication is binding on Maricopa County. SERIAL# 240124-RFP IN WITNESS WHEREOF, this contract is executed on the date set forth above. CONTRACTOR AUTHORIZED SIGNATURE PRINTED NAME AND TITLE ADDRESS DATE MARICOPA COUNTY CHAIRMAN, BOARD OF SUPERVISORS DATE ATTESTED: CLERK OF THE BOARD DATE APPROVED AS TO FORM: DEPUTY COUNTY ATTORNEY DATE Dr. Diana Greene, Chief Executive Officer 990 Spring Garden Street, Philadelphia, PA 19123 3/28/2024 SERIAL# 240124-RFP EXHIBIT A: VENDOR INFORMATION AND PRICING VENDOR INFORMATION MUST MATCH INFORMATION CONTAINED IN BIDSYNC AND MARICOPA COUNTY DEPARTMENT OF FINANCE VENDOR REGISTRATION. PLEASE NOTE THAT VENDORS ARE REQUIRED TO COMPLETE REGISTRATION AT TO AWARD AT THE MARICOPA DEPARTMENT OF FINANCE WEBSITE (http://www.maricopa.gov/Finance/Vendors.aspx)*** COMPANY NAME: Children†™s Literacy Initiative DOING BUSINESS AS (dba): Children†™s Literacy Initiative MAILING ADDRESS: 990 Spring Garden Street Suite 400 Philadelphia, PA 19123 REMIT TO ADDRESS: 990 Spring Garden Street Suite 400 Philadelphia, PA 19123 TELEPHONE NUMBER: 12158708187 FAX NUMBER: WWW ADDRESS: www.cli.org REPRESENTATIVE NAME: Reina Prowler REPRESENTATIVE TELEPHONE NUMBER: 2158708187 REPRESENTATIVE EMAIL ADDRESS grants@cli.org YES NO REBATE WILL ALLOW OTHER GOVERNMENTAL ENTITIES TO PURCHASE FROM THIS CONTRACT: X WILL ACCEPT PROCUREMENT CARD FOR PAYMENT: X PAYMENT TERMS: NET 30 DAYS SERIAL# 240124-RFP 1.0 FEE PRICING: Indicate fees for the following positions. Fees shall be inclusive of general office supplies, faxes, local travel expenses, and general administrative functions. (Vendor will provide any additional pricing for specific Task Orders at time of Task Order proposal submission). POSITION FEES/HR 1.1 SENIOR CONSULTANT $_______ hourly << NOT APPLICABLE 1.2 CONSULTANT $350/hour <<Virtual and In- Person Coaching Support 1.3 CLERICAL SUPPORT $_______ hourly <<NOT APPLICABLE 1.4 OTHER (Early Childhood and Elementary Literacy Coaching - Onsite Coaching Days) $1875 per onsite day (6 hourlong coaching sessions) 1.5 OTHER (Full Day In- Person Training ) $7400 per 6 hour training for 30 attendees 1.6 OTHER (Half-Day In- Person Training ) $5100 per 3 hour training for 30 attendees 1.7 OTHER (Full Day In- Person Virtual Training, Syncronous ) $6000 per 6 hour training for 50 attendees 1.8 OTHER (Half Day In- Person Virtual Training, Syncronous ) $3650 per 3 hour training for 50 attendees 1.9 OTHER (Full Day In-Person Virtual Training, Asyncronous ) $225 per registrant per 6 hour training module 1.10 OTHER (Half Day In-Person Virtual Training, Asyncronous ) $135 per registrant per 3 hour training module SERIAL# 240124-RFP EXHIBIT B: SCOPE OF WORK Maricopa County has a rich linguistic culture, with over 20% of children speaking a language other than English at home. We believe that every child deserves a culturally and linguistically diverse education that empowers them to thrive. By creating a learning environment that fosters equity, a joy for reading, and welcomes learners to expand their knowledge of the world through literature, district stakeholders at all levels can increase their success. Through an equity-minded, collaborative, antiracist approach, our data- driven, research-based professional development workshops and job-embedded coaching will result in quantifiable results and robust systemic change. CLI’s professional development services support teachers, school leaders, and other stakeholders to implement high quality literacy programs that meet the needs of all children. CLI’s services are designed to drive instructional improvement so that children receive thoughtful, meaningful, and comprehensive instruction that honors and grows their identities, literacy skills, and joy in learning. CLI’s professional development is strongly rooted in reading research, including the science of reading, culturally sustaining pedagogies and effective professional development. Experts in Science of Reading as a Vehicle for Learning and Student Success Science of Reading (SoR) is a crucial body of research to encourage literacy proficiency in students so that they can lead successful academic journeys. The Arizona Department of Education 2024 Strategic plan outlines an expressed commitment to the Science of Reading in Priority 2. We know that training district stakeholders in the Science of Reading is a both a priority and a heavy lift. We begin our work by grounding the transition through a research-backed, culturally responsive approach. The Science of Reading is supported by a robust body of research spanning over five decades and drawing from the fields of education, linguistics, psychology, and neurology. The science of reading seeks to definitively answers the question: “How does the human brain learn to read?” CLI empowers educators to understand and employ methods that not only answer this question but also equip their students to learn and connect to their work. We have successfully implemented workshops based on the foundation of SoR throughout New Jersey and in districts across the country. By emphasizing critical components like phonemic awareness, phonics, fluency, vocabulary, and comprehension, we offer educators easily implemented, evidence-based strategies. During our SoR professional development, we give educators a toolkit that addresses various classroom needs and cultivates a love of reading. Expanding understanding of and capacity to implement the interdisciplinary concepts of the Science of Reading involves equipping educators with cohesive PD that includes: • Fundamentals of reading acquisition, including letter-sound correspondence, orthographic mapping, fluency, and comprehension • Practical strategies to deliver high-quality, explicit, and systematic reading instruction • How to gather and use assessment data to inform instruction • How to utilize the CLI Educator Toolkit to address various classroom needs, including supports for multilingual learners Systematic and explicit literacy instruction is central to the Science of Reading. At CLI, we implement systematic and explicit literacy instruction from the earliest stages of students' learning journeys, laying the foundation for reaching crucial literacy benchmarks by third grade. As a growing number of states adopt the Science of Reading, educators can now gain a deeper understanding of how children learn to read, the skills involved, and how these skills interplay. Professional Development Approach Anchored in Adult Learning Theory, CLI supports evidence-based reading instruction, resulting in improved student outcomes and deeper educator understanding through professional learning experiences and facilitated applied learning. Trainings such as Understanding the Science of Reading, Enriching and Understanding Vocabulary, and Building Comprehension through Text Analysis and Discussion all seamlessly align with the Arizona State ELA standards, and will make an immediate impact on teacher knowledge, confidence, and ability. All of our offerings are: • Interactive and Research-based: We use the latest in literacy methodologies and philosophies including the Science of Reading and the latest trends in adult learning to inform our professional SERIAL# 240124-RFP development content, resources, and tools. As adult learning experts, we ensure workshops in any format engage participants and reinforce learning. To engage participants virtually, we leverage platforms that support interactivity, such as chat and poll functions, and utilize visually appealing and interactive multimedia elements. Most importantly, we make sure to familiarize participants with how to effectively use these tools at the beginning of a session. • Tailored and Collaborative: CLI builds on the successes of existing state programs and curriculum to achieve literacy goals. Most importantly, we value teachers, and strive to build on their existing strengths and grow their capacity to provide excellent literacy instruction. We instill improvements so that children receive thoughtful, meaningful, and comprehensive instruction that honors and grows their identity, literacy skills, and joy in learning. Continuous Cycles of Application and Feedback Our Core Service Model (CSM) anchors all our partnerships. Based on a cyclical four-phase process, our model guides us through gathering instructional data, offering usable feedback, leveraging data within strategic planning, and supporting the development of school leaders and teachers. Throughout the partnership, the CSM ensures alignment with the training plan and engagement with the learning assessment data, providing opportunities to adjust professional development content if needed. Reflection and feedback play a crucial role in both in-person and virtual learning experiences. We are distinct in our ability to provide continuous and timely insights to drive our professional learning experiences in the highest impact areas. During a partnership with CLI, we will ensure that the content from any of our professional learning is reinforced during our facilitated sessions with the district leaders for more depth of understanding. Through the data we gather after training sessions and during District and School leadership meetings, we can pinpoint instructional areas most in need of continued development. Our evaluation methods are not only centered on instructional practice. CLI also employs Thomas Guskey’s evidence-based framework for evaluating professional development, ensuring our programs achieve intended results. This rigorous framework with five levels of evaluation guarantees CLI’s commitment to continuous improvement and positive impact on teacher practice and student outcomes. Through the years, we have continued to grow and improve our methodologies and grow geographically to reach more children. We have supported more than 10 school districts, 33,000 teachers, and over 730,000 children. During the 2023-24 school year CLI is serving leaders, educators, and children in Broward County, FL; Chicago, IL; Omaha, NE; Newark and Elizabeth, NJ; Philadelphia, PA; and throughout Massachusetts. We also have training partnerships with the New Jersey Department of Education and with Arizona. Our work in our partnerships extends beyond basic literacy instruction; we empower educators to enhance student learning experiences and cultivate a love for reading. Through engaging professional development sessions, we equip teachers with the tools and resources needed to create dynamic, student-centered environments where the foundations of lifelong readers are laid. The CLI Approach to Strengthening Literacy Instruction Children’s Literacy Initiative will support in diagnosing and strengthening early literacy instruction so that every child can experience mastery, success, and the freedom to create their own future. Our cyclical, four-phase Core Service Model provides structure to our process (see Fig. 1). The process is cyclical and will be repeated across the school year for ongoing progress monitoring. Our strength-based, sustainable approach builds on the wealth of knowledge and cultural and linguistic assets of children, families, and communities. Providing accountability to our culturally sustaining approach and crafted as a heartfelt commitment to underrepresented students, CLI's Framework for Teaching and Learning stands out as a research-based, equity-centered diagnostic tool. It excels in collecting a broad spectrum of information that intentionally prioritizes a diverse array of learners. Unlike other frameworks, CLI’s Framework for Teaching and Learning ensures that diversity is not just acknowledged but takes center stage in curriculum and instruction. This personalized approach significantly enriches the depth of our collaboration, enabling us to collaboratively establish customized, strategic, bold goals with a central focus on the needs of Black and Latinx children. SERIAL# 240124-RFP CLI’s Framework for Teaching and Learning is our robust diagnostic tool that combines all the best research in literacy, adult learning, and culturally responsive pedagogy. Unlike other frameworks, ours stands out because it: • Is grounded in the research of culturally responsive teaching scholars, including Dr. Gholdy Muhammad and Dr. Zaretta Hammond • Engages different district stakeholders to grow our joint understanding of unique school culture and dynamics • Assesses existing district, school, and classroom ecosystems to ensure they allow students to see themselves and learn about the world through integrated literacy experiences • Shines a spotlight on a student’s sense of belonging and identity - not just by acknowledging them but by celebrating and affirming them • Honors home language and linguistic assets for multilingual learners by being developed in both English and Spanish – (not developed in English and then translated to Spanish) To best support schools and drive toward shared goals, CLI begins every project by working in close collaboration with our partners to leverage and build on the strengths of existing programs and curriculums. We work hard to understand our partner’s experiences and vision and provide thought partnership to help achieve literacy goals. Educators play a vital role in the learning experiences of children. We value teachers and strive to build on their existing strengths and grow their capacity to provide excellent literacy instruction. Our unwavering focus on providing all students with culturally sustaining pedagogy calls us to examine the following essential questions in every partnership: • Are children engaging with curriculum and materials that are challenging, authentic, affirming, and value diverse experiences? • Are teachers engaged as thoughtful and planned facilitators of learning and supporting children to engage in the lesson's heavy thinking work? • How are children seizing opportunities to engage in learning to build their own knowledge and support the learning of others? • How are teachers creating and leveraging classroom conditions that support the diverse needs of children? To do this, we will first spend time engaging in Discovery and Vision Setting & Strategic Planning. Gathering this data on the individual project level allows us to create customized action plans that focus on the most important research-based activities to meet individual partner needs and impact children’s learning. Discovery Figure 1: CLI's Core Service Model CLI will work with stakeholders to align on a vision for effective, equitable, and culturally sustaining literacy practices. During the discovery phase of our partnership, we dig into reviewing curriculum, observing instruction, analyzing assessment data and children’s work, speaking with stakeholders (including school leaders, teachers, caregivers, and children), and aligning on vision. CLI’s discovery process includes: Learning walks: Working together with school and district leaders, we will conduct a series of short classroom visits to observe, gather, and analyze classroom-level information and identify trends across multiple classrooms. During learning walks we will: • Develop a stronger, more aligned vision and language for excellent literacy instruction • Observe lessons and engage in a facilitated debrief where stakeholders review effective practices using CLI’s Framework for Teaching and Learning and discuss evidence seen in the classrooms • Observe for equity and access and have open and honest discussions about who is getting access to rigorous content and where we need to provide additional support SERIAL# 240124-RFP Student work and assessment analysis: CLI will work with leaders to collect and analyze student work and assessment data. CLI will analyze student work to understand • The demands of the task (what students need to know and be able to do) • Standards alignment (what standards are embedded, what aspects of rigor are addressed) • Student understanding and mastery (the most frequent and fundamental successes and problems students are having with the assignment) CLI will analyze assessment data from iReady, F&P benchmarks, and other standardized assessments to determine instructional strengths and needs to drive teacher development. Strategic Planning CLI will collaborate with district leadership to develop a comprehensive plan for instructional improvement that identifies goals and outcomes and establishes a division of labor for implementation. The plan will leverage assets and structures in the schools and identify and fill instructional gaps. We will work to ensure that on-site support is tailored to the needs of each campus and sets each team up for success in between school-based support opportunities. During this phase we will: • Analyze Root Cause of challenges around effective practice, curriculum and instruction, and cultural bias and diversity training • Establish a Theory of Change to determine how the school can get from its current state to the stakeholders’ vision • Outline Focus Areas and priorities, as well as the strategies and resource allocation necessary to achieve them, including roles, time frames, PD activities, and literacy content areas • Identify Stepback Dates to pause and reflect on our progress toward the goals of our strategic plan. These opportunities are aligned with school and system data cycles Build and Support Capacity for Instructional Improvement Once we decide on a course of action, CLI and instructional leadership teams will determine the best use of on- site support hours. • Coaching and Support: Job-embedded coaches collegially partner with all levels of school stakeholders to cultivate a shared language and common understanding necessary to support the application of new instructional knowledge and skills. During coaching and support, coaches work one-on-one or with small groups of teachers to diagnose instruction, plan, implement, and evaluate the effectiveness of literacy lessons. The focus of support can be on the content of the lesson, the teacher’s instructional moves, their beliefs, ways of being, and the impact this all has on children’s interactions with the lesson. Coaching both increases children’s positive experiences and outcomes in the classroom and helps teachers to become more reflective practitioners, developing professional habits of mind and instructional expertise. • Professional Development: CLI and instructional leadership teams will determine the best use of on- site professional development to support and build the capacity of educators. The goal is to ensure our professional development leads to improved student achievement and supports sustainable change in schools. Stepbacks We incorporate numerous opportunities for taking a step back and reviewing our progress toward our goals throughout the partnership. As a result, we can work together as partners in mutual accountability, track the status of our implementation efforts, and evaluate the results. Following some time to concentrate on implementation, CLI and the school teams travel through the classrooms collectively once more to evaluate changes in instruction and provide input for plan improvements. These stepbacks are planned opportunities for stakeholders to collect data, reflect on progress toward strategic plan goals, and adjust the action plan accordingly. Stepback phase deliverables include: • Learning walks, focus groups, and looking at multiple forms of data • Providing feedback to teachers and gathering feedback from them • Analyzing growth from initial strategic plan goals • Collectively using this information to make intentional adjustments to the strategic plan SERIAL# 240124-RFP CLI SERVICES FOR MARICOPA COUNTY CLI can provide multiple service options. We offer a range of differentiated support structures to our partners to ensure a tailored approach unique to your district’s goals. Central to our approach is collaboration with families and school communities to design support structures that are to aligned to strengths and areas of need. Scope of Work 2.3 - Content Area Instruction Standalone Full-Day Seminars (From CLI Content Library) CLI has focused our combined expertise in culturally sustaining pedagogy and reading instruction to create dozens of comprehensive Pre-K – 8 validated professional development (PD) full-day seminars for district leaders, teachers, and staff. CLI seminars support growth in children’s literacy skills and educators’ literacy practices while cultivating joy, affirming identity, and responding to the social and emotional needs of all students. Facilitated by our team of teaching and learning experts, CLI’s specialized trainings support educators as they develop strong foundations for all learners. Training topics are chosen from CLI’s content library based on the focus and goals outlined in the strategic plan. We have included, at the end of this proposal, a training catalog that gives more detail for our professional development offerings. Scope of Work 2.4 - Educational Programming Annual Job-Embedded Literacy Instructional Coaching per School – Pre-K - Grade 8 (up to 25 Teachers) Cost of Recommended Scope: $185,510 per school for 40 on-site days and over 300 follow-up virtual coaching sessions Annual Job-Embedded Literacy Instructional Coaching for Multi-School Teacher Cohort (per 15 Teachers Across Maximum of 5 Different Schools) Cost of Recommended Scope: $199,465 per cohort - 50 on-site days and over 500 virtual coaching sessions Annual Job-Embedded School and/or District Leader Coaching (Multi-School Cohort of 15 District and/or School Leaders) Cost of Recommended Scope: $116,211 per cohort – 20 on-site days and over 300 virtual coaching support sessions SERIAL# 240124-RFP EXHIBIT C: OFFICE OF PROCUREMENT SERVICES CONTRACTOR TRAVEL AND PER DIEM POLICY 1.0 All contract-related travel plans and arrangements shall be prior-approved by the County contract administrator. 2.0 Lodging, per diem, and incidental expenses incurred in performance of Maricopa County/Special District (County) contracts shall be reimbursed based on current U.S. General Services Administration (GSA) domestic per diem rates for Phoenix, Arizona. Contractors must access the following internet site to determine rates (no exceptions): www.gsa.gov. 2.1 Additional incidental expenses (i.e., telephone, fax, internet, and copying charges) shall not be reimbursed. They should be included in the contractor’s hourly rate as an overhead charge. 2.2 The County will not (under any circumstances) reimburse for contractor guest lodging, per diem, or incidentals. 3.0 Commercial air travel shall be reimbursed as follows: 3.1 Coach airfare will be reimbursed by the County. Business class airfare may be allowed only when preapproved in writing by the County contract administrator as a result of the business needs of the County when there is no lower fare available. 3.2 The lowest direct flight airfare rate from the contractor’s assigned duty post (pre-defined at the time of contract signing) will be reimbursed. Under no circumstances will the County reimburse for airfares related to transportation to or from an alternate site. 3.3 The County will not (under any circumstances) reimburse for contractor guest commercial air travel. 4.0 Rental vehicles may only be used if such use would result in an overall reduction in the total cost of the trip, not for the personal convenience of the traveler. Multiple vehicles for the same set of travelers for the same travel period will not be permitted without prior written approval by the County contract administrator. 4.1 Purchase of comprehensive and collision liability insurance shall be at the expense of the contractor. The County will not reimburse a contractor if the contractor chooses to purchase this coverage. 4.2 Rental vehicles are restricted to sub-compact, compact, or mid-size sedans unless a larger vehicle is necessary for cost efficiency due to the number of travelers. (NOTE: Contractors shall obtain pre-approval in writing from the County contract administrator prior to rental of a larger vehicle.) 4.3 County will reimburse for parking expenses if free, public parking is not available within a reasonable distance of the place of County business. All opportunities must be exhausted prior to securing parking that incurs costs for the County. Opportunities to be reviewed are the DASH, shuttles, etc. that can transport the contractor to and from County buildings with minimal costs. 4.4 County will reimburse for the lowest rate, long-term, uncovered (covered or enclosed parking will not be reimbursed) airport parking only if it is less expensive than shuttle service to and from the airport. 4.5 The County will not (under any circumstances) reimburse the contractor for guest vehicle rental(s) or other any transportation costs. SERIAL# 240124-RFP 5.0 Contractor is responsible for all costs not directly related to the travel except those that have been pre-approved by the County contract administrator. These costs include, but are not limited to, the following: in-room movies, valet service, valet parking, laundry service, costs associated with storing luggage at a hotel, fuel costs associated with non-County activities, tips that exceed the per diem allowance, health club fees, and entertainment costs. Claims for unauthorized travel expenses will not be honored and are not reimbursable. 6.0 Travel and per diem expenses shall be capped at 15 percent of project price unless otherwise specified and approved by the County in individual contracts. 7.0 Contractor shall provide, (upon request) with their invoice(s), copies of receipts supporting travel and per diem expenses, and, if applicable, with a copy of the written consent issued by the County contract administrator. No travel and per diem expenses shall be paid by County without copies of the written consent as described in this policy and copies of all receipts.