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Douglas Casey

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Not a Product Demonstration or Comparison. Not a School Data Overview ... Document. Review. Share. 2) REQUIREMENTS: REQUEST FOR PROPOSAL. Implementation. Development ... – PowerPoint PPT presentation

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Title: Douglas Casey


1
  • Douglas Casey
  • Capitol Region Education Council
  • Saturday, November 17, 2007

Choosing Technology Tools for Learning
Environments
2
PRECONCEPTIONS AND GOALS
  • Not a Product Demonstration or Comparison
  • Not a School Data Overview
  • Not for Geeks (Technology Experts)
  • You Are an Expert
  • Know the Right Questions

3
MY BACKGROUND
  • 7th - Grade English Teacher
  • Smithsonian Office of Education
  • Tech Management for Intelligence, U.S. House,
    Financial Management, and Marketing
  • Systems Development for LEAs

4
YOUR ROLE
  • Who Are You?
  • Board of Education Member
  • Superintendent or Assistant Superintendent
  • Building Administrator
  • Business Manager

5
TOOL SUCCESS CRITERIA
  • Impact on Learning and Instruction
  • Efficiency
  • Cost (Long- and Short-Term)
  • Functionality
  • Ease of Use
  • Availability (Bandwidth and Web Access)
  • Standards-Aligned

6
TOOL FUNCTIONS
  • Information
  • Workflow
  • Operations
  • Analysis
  • Reporting
  • Accountability

7
SOBERING STATISTICS TECHNOLOGY BUDGETS
District Administrator September 30, 2007
8
LIFECYCLE
9
1) CURRENT STATE
  • Processes
  • Roles and Responsibilities
  • Costs
  • Culture

10
MAPPING THE FUTURE IMPROVEMENT
  • Key Questions
  • How will the addition of new software require
    changes in personnel, processes, and even
    culture?
  • How should we change these elements to improve
    instruction and learning, regardless of the new
    system(s)?

11
LIFECYCLE STEP 2 - REQUIREMENTS
12
2) REQUIREMENTS
  • People
  • Protocol
  • Process

13
2) REQUIREMENTS A TEAM OF PEOPLE
  • Team Approach
  • 75 90 of districts use teams for high-stakes
    systems purchases- Akel and Associates, 2007-
    District Administrator, 9-30-07

14
2) REQUIREMENTS BENEFITS OF A TEAM
  • Decisions Affect Multiple Areas
  • Interdependency of Educational Organizations
  • Broader Perspective and Insights
  • Awareness of Current Needs and Offerings
  • Delivery Will Also Count on Teamwork
  • Screening for Implementation Team

15
2) REQUIREMENTS TEAM MAKEUP
  • Curriculum
  • Building Administration
  • Business Services
  • Technology
  • Others?

16
2) REQUIREMENTS PROTOCOL
  • Egos at the Door
  • Questions Are the Goal (Not Quick Answers)
  • Long-Term Relationship

17
2) REQUIREMENTS PROCESS
  • Gather
  • Consolidate
  • Clarify
  • Document
  • Review
  • Share

18
2) REQUIREMENTS REQUEST FOR PROPOSAL
19
2) REQUIREMENTS RFP Interoperability
  • Database Platform
  • ODBJ, JDBC, or Other Connectivity
  • Schools Interoperability Framework (SIF)
  • Definitions
  • Certification vs. Compliance
  • Agents

20
2) REQUIREMENTS RFP Platform(s)
  • Web
  • Client
  • Tie-in to Network Access

21
2) REQUIREMENTS RFP Security
  • Access Security Encryption (SSL)
  • Protection of Student Data
  • FERPA
  • HIPAA
  • Group- and User-Level Permissions

22
2) REQUIREMENTS RFP Standards
  • Account for State Standards
  • Allow for Flexibility in Revising Alignment

23
2) REQUIREMENTS RFP Hosting
  • Location and Provider
  • In-House
  • Vendor-Hosted
  • Third-Party
  • Security and Backup
  • Uptime

24
2) REQUIREMENTS RFP Support Team
  • Locations
  • Personnel
  • Experience

25
2) REQUIREMENTS RFP Implementation
  • Costs
  • Scope
  • Timeline
  • Team

26
LIFECYCLE STEP 3 REVIEW AND SELECTION
27
3) REVIEW AND SELECTION
  • Product Demos (Vendors and Partners)
  • Recommendations
  • Review Board Meetings
  • Quantifiable Score Sheet

28
3) REVIEW AND SELECTION Score Sheet
29
LIFECYCLE STEP 4 NEGOTIATIONS
30
4) CONTRACT NEGOTIATIONS PRINCIPLES
  • Cross-Disciplinary Team
  • No Experience Necessary
  • Take Ownership Your Contract
  • Ask for Help If You Need It
  • Better to Ask Forgiveness than Permission
  • Dont Burn Bridges
  • No Silly Questions
  • Imagine the Worst

31
4) CONTRACT DEFINITIONS
  • Parties
  • Services
  • Products
  • Third-Party Products or Services

32
4) CONTRACT INTELLECTUAL PROPERTY
  • Definition
  • Protection and Confidentiality
  • Separate from Vendor-Provided Data

33
4) CONTRACT SUPPORT
  • Service-Level Agreement
  • Hours
  • Personnel
  • Response Time
  • Upgrade Schedule, Costs, and Deployment

34
4) CONTRACT COSTS
  • One-Time Licenses
  • Recurring Licenses
  • Third-Party Licenses
  • Implementation Services
  • Travel (Ethics Policy)
  • Transaction Fees

35
SOBERING STATISTICS COST OF OWNERSHIP
2002 2003 QED Technology Purchasing Forecast
and 2006 Americas Digital Schools Survey The
Hayes Connection
36
4) CONTRACT SCOPE
  • Full District
  • Selected Schools
  • Leverage the Power of Scope!

37
4) CONTRACT WARRANTY
  • Stems from Definitions
  • Remediation
  • Time
  • Functionality
  • Costs

38
4) CONTRACT TERMINATION
  • Causes
  • Responsibilities
  • Conditions (See Definitions)
  • Cost Reconciliation
  • Time Frame

39
4) CONTRACT LIABILITY
  • Software
  • Data
  • Access
  • Intellectual Property (Theirs and Yours)
  • Indemnification

40
4) CONTRACT UPGRADES
  • Availability
  • Cost
  • Deployment Schedule
  • Support of Older Versions

41
4) CONTRACT OPERATING ENVIRONMENT(S)
  • End Users
  • Operating System(s)
  • Bandwidth
  • Third-Party Software e.g., Browser(s), PDF,
    etc.
  • Server(s)
  • Storage and Backup
  • Bandwidth
  • Operating System(s)
  • Processor(s)
  • Load Balancing

42
4) CONTRACT PROJECT PLAN
  • Milestones
  • Roles
  • Responsibilities
  • Review
  • Remediation

43
4) CONTRACT FEE SCHEDULE
  • Licenses
  • Spread Payments
  • Semi-Annual or Quarterly
  • Prorated for Termination
  • Services As Delivered
  • Partial Up Front
  • Partial on Delivery
  • Maintain Leverage!

44
4) CONTRACT CHANNELS
  • District Purchase (Autonomous)
  • Consortium or Regional Purchase

45
QUESTIONS AND FOLLOW-UP
Doug Casey Technology Services Capitol Region
Education Council (860) 524-4092 dcasey_at_crec.org w
ww.crec.org/techtools/
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