Annual Survey for Institute Partnership Projects - Principal Investigator

Attachment E
Annual Survey for Institute Partnership Projects

OMB # 3145-0199
Expires: x/xx

Math and Science Partnership Program
Annual Survey for Institute Partnership Projects

Sponsored by the
National Science Foundation
Conducted by
Westat
1650 Research Boulevard
Rockville, Maryland 20850

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Information from this monitoring system will be retained by the National Science Foundation, a federal agency, and will be an
integral part of its Privacy Act System of Records in accordance with the Privacy Act of 1974 and maintained in the Education
and Training System of Records 63 Fed. Reg. 264, 272 (January 5, 1998). These are confidential files accessible only to
appropriate National Science Foundation (NSF) officials, their staffs, and their contractors responsible for monitoring, assessing,
and evaluating NSF programs. Only data in highly aggregated form, or data explicitly requested as "for general use," will be
made available to anyone outside of the National Science Foundation for research purposes. Data submitted will be used in
accordance with criteria established by NSF for monitoring research and education grants, and in response to Public Law 99-383
and 42 USC 1885c.
Public Burden
Paperwork Reduction Act Notice. The Paperwork Reduction Act of 1995 says we must tell you why we are collecting this
information, how we will use it and whether you have to give it to us. The reasons and purpose of this survey are described in
the introduction and instructions for this survey and your response is voluntary. Failure to provide full and complete information,
however, may reduce the possibility of NSF continuing support for the award or project subject to this monitoring survey. An
agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a
valid OMB control number. The OMB control number for this survey is 3145-0199. The estimated average burden associated
with this collection of information is 50 hours per respondent, depending on individual circumstances. Comments concerning the
accuracy of this burden estimate and suggestions for reducing the burden should be sent to Suzanne Plimpton, Reports Clearance
Officer for OMB 3145-0199, NSF/OGC, 4201Wilson Boulevard, Arlington, VA 22230.

Annual Survey for Institute Partnership Projects
For the [INSERT SCHOOL YEAR] School Year
The National Science Foundation (NSF) is conducting an annual survey of its Math and Science
Partnership (MSP) projects. The purpose is to assess the overall implementation of the MSP program and
to monitor the progress of individual MSP grants.
INSTRUCTIONS FOR COMPLETING THE SURVEY
Before responding to the survey, it is recommended that you review the Primer, which can be accessed
electronically by clicking on "Help" in the menu on the top of the page. The primer provides information
about how to respond to individual collection items and navigate the online system.
You MUST begin this survey by completing the Administrative Section, which can be accessed by
clicking on "Admin" in the menu on the top of the page. This section will allow you to create login names
and passwords for all other system users.
As you are completing this survey, please click the Save & Continue button after you respond to each
item. Once an item or section is saved, you may use the menu below or the Question Guides to return to
an item and revise your response. If you exit the system without saving, you will lose any unsaved data.
To print and view completed sections of this survey, click on "Reports" in the menu on the top of the
page.
Please complete each of the following sections of the Annual Survey for Institute Projects as they
pertain to your MSP. You must complete and submit this survey by November X, 2005. A check
mark to the left of a section indicates that the section is complete.

MSP Project Scope

Lead Institution and
Project Leadership

Partner
Organizations

School-level
Information

Project Evaluators

Partnership-Driven
Activities

Institutional Change
and Sustainability
Activities

Evidence-based
Design and
Outcomes Activities

Institute Planning
and Development
Activities

Professional
Development
Activities

Report Status: Not Complete

2

Information about MSP Project Scope
This section collects information on the subject areas and grades that your MSP is designed
to address in each year of your MSP Institute.
1. Use the table below to indicate the preK-12 grades that your Institute MSP is designed to
address in each year of your project: (check all cells that apply)
Grade
PreK
K
1
2
3
4
5
6
7
8
9
10
11
12
Not Applicable

Year 1

Year 2

Year 3

Year 4

Year 5

2. Which of the following constitute your Institute’s primary foci in providing teacher leaders with
professional development? (check all that apply)
 Building depth within one or more disciplines or sub-disciplines in mathematics or the sciences.
 Exploring newer or cross-disciplinary themes at the research frontiers of mathematics, the
sciences, and/or engineering.
 Developing strategies to cultivate student enthusiasm and interest in science and/or mathematics.
 Developing leadership skills.
 Developing strategies for making curricula more challenging.
 Implementing teaching methods that reflect contemporary research findings on effective
classroom practice and the science of learning.
 Other (specify): _____________________________________________________________
3. Which of the following best describes the component of your Institute program that occurs
during the summer? (check one response)






It primarily provides online courses
It is primarily a residential program in one location
It is primarily a residential program in multiple locations
It is primarily a commuter program.
Other (specify): ____________________________________________________________

4. What was the TOTAL number of teachers and administrators enrolled in your Institute at
any time between September [INSERT START YEAR] through August [INSERT END
YEAR]? ___________________________

5. Using the table below, identify the criteria that you used in selecting teachers for participation
in your Institute:

Criterion

Was this a selection criterion?

a) Minimum number of years of experience

 Yes – a required criterion
 Yes – a preferred criterion
 No

b) Credentials

 Yes – a required criterion
 Yes – a preferred criterion
 No

c) Degree attainment

 Yes – a required criterion
 Yes – a preferred criterion
 No

d) Demographic characteristics of school (e.g., a minimum percent of
minority students)

 Yes – a required criterion
 Yes – a preferred criterion
 No

e) Level taught (e.g., high school teachers)

 Yes – a required criterion
 Yes – a preferred criterion
 No

f) Geographical location

 Yes – a required criterion
 Yes – a preferred criterion
 No

g) Other

 Yes – a required criterion
 Yes – a preferred criterion

1

Narrative 1

Note: After completing the Yes/No column, the respondent will be prompted to: Provide a brief description of
this criterion (no more than one or two paragraphs) of how it was applied for all “Yes” responses.
4

Information about the Lead Organization
and Project Leadership
This section collects information about the lead organization for your MSP Institute, which
is defined as the lead fiscal agent.
1. Lead organization name: 2 __________________________________________
2. Provide the following contact information for the Principal Investigator: 3
Name:
Title:
Street address:
City:
State:
Zip code:
Phone number:
Fax number:
E-mail:
Web address:

______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________

3. Provide the following contact information for the Project Director: 4
 Check this box if the Principal Investigator is also the Project Director 5
Name:
Organization:
Title:
Street address:
City:
State:
Zip code:
Phone number:
Fax number:
E-mail:
Web address:
2

______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________

This item will be pre-filled in future years. The online system will allow for organization name change.

3

This is how this item will appear in the first year that a project completes this collection. In subsequent years, the
text for this item will read as follows: “Please review and update the following contact information for the
Principal Investigator:” This item will also be pre-filled in future years.

4

This is how this item will appear in the first year that a project completes this collection. In subsequent years, the
text for this item will read as follows: “Please review and update the following contact information for the
Project Director:” This item will also be pre-filled in future years.

5

If this box is checked, auto fill in information for these questions based on information provided for PI.

Information about Partner Organizations
This section collects information about each partner organization involved in the MSP project. In
completing this section, be sure to provide information about all of the core and supporting
partners that are affiliated with your MSP Institute.
NOTE—Information about the Lead Organization is collected in a separate section. In future years, you
will be able to update information on existing partner organizations and add new partners.
To add a partner organization, click on the Add Partner Organization button below.
To provide or update information on a partner organization listed below, click on the link in the matrix (in
the column titled Partner Organization Name).

Partner Organization Name

Core/Supporting Partner

Contact

Information Complete?

(from Q1)

(from Q2)

(from Q4)

(yes or no)

If you have entered information on all partner organizations, proceed to the next section you want to
complete by clicking on the section link in the menu above.

6

1.

Partner organization name: 6 ___________________________________________

2.

Is this organization a core or supporting partner? 7 (Check one response)
 Core partner (i.e., a partner that shares responsibility and accountability for the MSP project. All core
partner organizations ARE REQUIRED to provide evidence of their commitment to undergo the
coordinated institutional change necessary to sustain the partnership effort beyond the funding period.)
 Supporting partner (i.e., a partner that is not required to commit to the institutional change necessary
to sustain project activities beyond the funding period, but is an important stakeholder/stakeholder
organization in K-12 mathematics and science education.)

3.

Which of the following best describes this organization? 8 (Check one response)
Institution of Higher Education (IHE)
Higher education system/consortium
K-12 school or school district
County, regional or state education agency
Other government agency (i.e., non-education)
Business or industry organization
Community organization
Science center or museum
Disciplinary or professional society
Research laboratory
Dissemination or implementation center
Private foundation
Public or private organization (such as educational research organization, business roundtable
or chamber of commerce)
 Other (specify): ________________________________________________________














6

This item will be pre-filled in future years. The online system will allow for organization name change.

7

This item will be pre-filled in future years.

8

This item will be pre-filled in future years.
7

4. Provide the following information for the primary MSP contact at this partner organization: 9
Name:

______________________________________________________________

Title:

______________________________________________________________

Street address:

______________________________________________________________

City:

______________________________________________________________

State:

______________________________________________________________

Zip code:

______________________________________________________________

Phone number:

______________________________________________________________

Fax number:

______________________________________________________________

E-mail:
Web address:

______________________________________________________________
______________________________________________________________

9

This is how this item will appear in the first year that a project completes this collection. In subsequent years, the
text for this item will read as follows: “Please review and update the following contact information for the
primary MSP contact at this partner organization:” This item will be pre-filled in future years.
8

School-level Information
This section obtains information on each K-12 school that currently (or previously) had one or
more teachers or other personnel enrolled in your MSP Institute.

Do not leave any cell in a table blank. Enter an “X” in each cell where information is not currently
available (e.g., the number of students taking an assessment cannot be disaggregated by race). Only enter
“0” when it is the actual number that you wish to report for a given cell (e.g., to report that there are no
Asian math teachers at the school). In completing this section, please add ALL schools that had one
ore more teachers or other personnel enrolled in your MSP Institute to the list below.
To add a K-12 school that had teachers or other personnel enrolled in your MSP Institute at any time
since the inception of the program, click on the Add a School button below.
To provide or update information on a school listed below, click on the link in the matrix (in the column
titled School Name).

School Name

School Level

Information Complete?

(from Q1)

(from Q3)

(yes or no)

9

1. School Name:
2. NCES School ID: 10
3. School Level: (check the one that best applies to this school)





Elementary
Middle
High
Ungraded

4. Grade Levels at this school: (check all that apply)









Pre-K
K
1
2
3
4
5
6









7
8
9
10
11
12
Other (specify): ______________________

5. Were teachers from this school enrolled in your MSP Institute between September [INSERT
START YEAR] and August [INSERT END YEAR]?
 Yes
 No—School closed (skip questions 6 and 7)
 No—Other reasons

10

Online system will provide link to: http://nces.ed.gov/ccd/schoolsearch/
10

6. Provide the following information about the TOTAL number of teachers who teach
[math/science] in [INSERT NAME OF SCHOOL] at the beginning of the [INSERT SCHOOL
YEAR] school year:
Enter an “X” in ALL cells where information is currently not available. Only enter “0” when it is the actual
number that you wish to report (e.g., to report that there are no Asian math teachers at this school.)

[Math/Science] 11
Teachers 12
Total
Gender
Male
Female
Not Reported
Race/Ethnicity
Race Not Reported

13

American Indian or Alaska Native
Asian
Hispanic
or Latino

Black or African American
Native Hawaiian or Other Pacific Islander
White
More than One Race Reported
SUB-TOTAL: Hispanic or Latino
American Indian or Alaska Native

NOT
Hispanic or
Latino

Asian

OR

Native Hawaiian or Other Pacific Islander

Ethnicity
NOT
Reported 14

White

Black or African American

More than One Race Reported
SUB-TOTAL: Non-Hispanic or Latino

Neither Race nor Ethnicity Reported

11

(auto total)

(auto total)

15

Display “Math” for projects with a math focus and “Science” for projects with a science focus.

12
For elementary schools (and some middle schools), this includes regular classroom teachers who teach math/science and/or a
variety of other subjects. It can also include math/science resource teachers and special education teachers. Do not include
specialized teachers (e.g., art, music, physical education) who do not teach math or science as part of their regular assignments.
13

Use “Race Not Reported” to provide information about Hispanic or Latino teachers for whom race is not reported or unknown.

14

Use “NOT Hispanic or Latino OR Ethnicity NOT Reported” to provide race information for those teachers (1) who are not
Hispanic or Latino, or (2) for whom ethnicity is not reported or unknown.
15

Use “Neither Race nor Ethnicity Reported” for those teachers for whom both race and ethnicity are unknown.

11

7.

Provide the following information about the total number of students that were enrolled in [INSERT
NAME OF SCHOOL] at the beginning of the [INSERT SCHOOL YEAR] school year:
Enter an “X” in all cells where information is not currently available. Only enter “0” when it is the actual number that
you wish to report (e.g., to report that there are no American Indian or Alaska Native students at this school.)
NOTE—provide information about all students in the school-regardless of whether those students or their teachers
participated in the MSP Institute during the previous school year.
Total Number of Students

(at the beginning of the [INSERT SCHOOL YEAR] school year)

Total
Gender
Male
Female
Not Reported
Race/Ethnicity
Race Not Reported

16

American Indian or Alaska Native
Asian
Hispanic
or Latino

Black or African American
Native Hawaiian or Other Pacific Islander
White
More than One Race Reported
(auto total)

SUB-TOTAL: Hispanic or Latino
NOT
Hispanic or
Latino

American Indian or Alaska Native
Asian
Black or African American

OR

Native Hawaiian or Other Pacific Islander

Ethnicity
NOT
Reported 17

White
More than One Race Reported
(auto total)

SUB-TOTAL: Non-Hispanic or Latino

Neither Race nor Ethnicity Reported

18

Students participating in the National School Lunch Program 19
Special Education Students
Limited English Proficiency Students
16

Use “Race Not Reported” to provide information about Hispanic or Latino students for whom race is not reported or unknown.

17

Use “NOT Hispanic or Latino OR Ethnicity NOT Reported” to provide race information for those students (1) who are not Hispanic or Latino,
or (2) for whom ethnicity is not reported or unknown.

18

Use “Neither Race nor Ethnicity Reported” for those students for whom both race and ethnicity are unknown.

19

Students receiving free or reduced price lunch.

12

Information about Project Evaluators
This section collects information on each organization or consultant that is conducting an
independent evaluation of the implementation and/or impact of your MSP.
To add an evaluator, click on the Add Another Evaluator button below.
To provide or update information on an evaluator, click on the link in the matrix (in the column titled
Name of Primary Contact).

Organization Name

Name of Primary Contact

Information Complete?

(from Q1)

(from Q1)

(yes or no)

If you have completed entering information on all evaluators, please click the button to the right to submit
this section and return to the survey menu.

13

1. Provide the following information for this organization or consultant that is conducting an
independent evaluation of the implementation and/or impact of your MSP: 20
Name:

______________________________________________________________

Organization:

______________________________________________________________

Street address:

______________________________________________________________

City:

______________________________________________________________

State:

______________________________________________________________

Zip code:

______________________________________________________________

Phone number:

______________________________________________________________

Fax number:

______________________________________________________________

E-mail:

______________________________________________________________

Web address:

______________________________________________________________

2. Which of the following best describes the organization to which the evaluator belongs? 21 (Check
one response)







IHE or higher education system that is a partner organization of this MSP
IHE or higher education system that is not a partner organization of this MSP
Private firm
Non-profit organization
Other (specify): ________________________________________________________
Not applicable

3. Describe any significant evaluation activities (e.g., data collection or analysis) that were
conducted by this evaluator between September [INSERT START YEAR] and August [INSERT
END YEAR]to assess the implementation and/or impact of your MSP Institute.
NOTE—your response to this item should not exceed two paragraphs.

20

This is how this item will appear in the first year that a project completes this collection. In subsequent years, the
text for this item will read as follows: “Please review and update the following information for the organization
or consultant that is conducting an independent evaluation of the implementation and/or impact of your
MPS:” This item will be pre-filled in future years.
21

This item will be pre-filled in future years.
14

4. Describe any noteworthy findings that this evaluator reported between September [INSERT
START YEAR] and August [INSERT END YEAR] regarding the implementation and/or impact of
your MSP Institute.
NOTE—you may be asked by NSF at a later date to provide documentation supporting any quantitative or
qualitative findings reported by your evaluator. Your response to this item should not exceed two paragraphs.

15

Information about Partnership-Driven Activities
Conducted between September [INSERT START YEAR]
and August [INSERT END YEAR].
This section collects information on the contributions of your partners—as well as steps
taken by your MSP to establish and maintain your partnership during the previous school
year.
1.

Indicate the number of IHE individuals who were involved in the development and/or delivery of
MSP Institute services between September [INSERT START YEAR] and August [INSERT
END YEAR]. (e.g., IHE education faculty who recruited teachers to participate in the Institute, IHE STEM
faculty who presented at a professional development seminar).

Enter an “X” in all cells where information is not currently available.
Number
IHE STEM faculty (tenure track)
IHE STEM faculty (non-tenure track)
IHE education faculty (tenure track)
IHE education faculty (non-tenure track)
IHE administrators with or without instructional/research
responsibilities (e.g., deans, department chairs)
K-12 teachers in residence
MSP liaisons/coordinators
STEM undergraduate students
Pre-service undergraduate and alternative certification
students
Graduate students (including doctoral candidates)
Postdoctoral students
Other (specify):

2. Indicate the number of K-12 participants who were involved in the development and/or delivery
of MSP Institute services between September [INSERT START YEAR] and August [INSERT
END YEAR]:
NOTE—Count only those K-12 participants who were involved in the development and/or delivery of Institute
services, such as:





Co-teaching an Institute course
Developing Institute curricula
Presenting at a summer institute

Do NOT count K-12 participants who were recipients of an MSP activity, such as:




Guidance counselors who received professional development
K-12 administrators who attended a weekend seminar

Do NOT double count participants—e.g., if a guidance counselor is also a teacher, do not count that individual
twice—classify that individual based on his or her primary role.
Enter an “X” in all cells where information is not currently available.
Number
Teachers
Principals, vice principals and assistant principals
Instructional coordinators and supervisors (e.g., curriculum specialists)
Guidance counselors
District-level administrators/staff
Other (specify):

17

3. Indicate the number of non-academic individuals 22 that developed and/or delivered MSP
Institute services between September [INSERT START YEAR] and August [INSERT END
YEAR]: (enter ‘0’ where applicable)
NOTE—include individuals from both core and supporting partner organizations.
Enter an “X” in all cells where information is not currently available.
Which of the following organization types were
these non-academic participants employed by or
affiliated with? (check all that apply)

Number of non-academic
individuals

Scientists









A business or industry organization
A science center or museum
A disciplinary or professional society
A research laboratory
A private foundation
A public employer
Other (specify):

Mathematicians









A business or industry organization
A science center or museum
A disciplinary or professional society
A research laboratory
A private foundation
A public employer
Other (specify):

Engineers









A business or industry organization
A science center or museum
A disciplinary or professional society
A research laboratory
A private foundation
A public employer
Other (specify):

Professional
Developers









A business or industry organization
A science center or museum
A disciplinary or professional society
A research laboratory
A private foundation
A public employer
Other (specify):

Other (specify):









A business or industry organization
A science center or museum
A disciplinary or professional society
A research laboratory
A private foundation
A public employer
Other (specify):

22

Employed by or affiliated with: a business or industry organization; a science center or museum; a disciplinary or
professional society; a research laboratory; a private foundation; a public employer.
18

4. Describe any steps that were taken between September [INSERT START YEAR] and August
[INSERT END YEAR] to recruit STEM faculty and other disciplinary experts for the MSP.
NOTE—your response to this item should not exceed two paragraphs.

_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
5. To what extent did each of the following hinder your efforts to engage or organize your
partners between September [INSERT START YEAR] and August [INSERT END YEAR]? 23
NSF encourages candor in your response to this question. Valuable lessons learned on a project are often the
result of unanticipated or unavoidable events. Describing your project’s experiences in resolving these
challenges will help NSF staff provide assistance to other projects that are having similar difficulties.

a. Lack of time or other resources among IHE partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

b. Lack of time or other resources among K-12 partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

c. Lack of time or other resources among other partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

d. Low levels of commitment or interest among IHE partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

23

NOTE: The following question should appear each time that respondents indicate “To a large extent” or “To a
moderate extent:” Why did this issue occur—and what steps were taken to overcome this challenge? Text
responses should be limited to 1-2 paragraphs.
19

e. Low levels of commitment or interest among K-12 partners (check one response)
 To a large extent
 To a moderate extent
 To a small extent
 Not at all

f.

Low levels of commitment or interest among other partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

g. Lack of flexibility among IHE partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

h. Lack of flexibility among K-12 partners (check one response)





i.

To a large extent
To a moderate extent
To a small extent
Not at all

Lack of flexibility among other partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

j.

Conflicting goals or missions among all MSP partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

20

k. Unbalanced levels of authority and decision making ability among core MSP partners (check one
response)





l.

To a large extent
To a moderate extent
To a small extent
Not at all

Poor communication among all MSP partners (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

m. Personnel turn-over within K-12 partner organizations (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

n. Personnel turn-over within other partner organizations (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

o. Other (specify): ______________________________________________ (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

6. What lessons have you learned regarding efforts to engage partners that would be of use to
other MSP Institute projects?
Include lessons learned from successes and/or problems encountered.
NOTE—your response to this item should not exceed two paragraphs.

_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________

21

Information about Institutional Change and Sustainability
Activities Conducted between September [INSERT START
YEAR] and August [INSERT END YEAR]
This section collects information on the efforts of your K-20 core partner organizations to
redirect resources and design and implement new policies and practices to result in welldocumented, inclusive and coordinated institutional change at both the college/university
and the local school district levels.
1. Describe any new practices or policies that your IHE partners implemented between September
[INSERT START YEAR] and August [INSERT END YEAR] to reward IHE STEM faculty for
(a) strengthening their own teaching practices or (b) participating in K-20 teacher preparation
and professional development programs.
NOTE—your response should be limited to 1-2 summary paragraphs that include examples and indicate the
scope of change (i.e., change occurred at one partner IHE, change occurred at all partner IHEs). As part of
your response, you should also describe any impacts that can be directly or indirectly attributed to these new
policies and practices (e.g., an increase in IHE STEM faculty participation in pre-service programs).

2. Describe any new practices or policies that your IHE partners implemented between September
[INSERT START YEAR] and August [INSERT END YEAR] to encourage IHE STEM faculty
to take responsibility and accountability for MSP Institute project goals (e.g., tie bonuses or
tenure to achievement of MSP goals).
NOTE—your response should be limited to 1-2 summary paragraphs that include examples and indicate the
scope of change (i.e., change occurred at one partner IHE, change occurred at all partner IHEs). As part of
your response, you should also describe any impacts that can be directly or indirectly attributed to these new
policies and practices.

3. Describe any new practices or policies that your K-12 partners implemented between
September [INSERT START YEAR] and August [INSERT END YEAR] to provide additional
support to Institute participants (e.g., providing release time for teachers to allow them to perform
their new functions, providing salary incentives for Institute participants).
NOTE—your response should be limited to 1-2 summary paragraphs that include examples and indicate the
scope of change (i.e., change occurred at one partner K-12 district, change occurred at all partner K-12
schools). As part of your response, you should also describe any impacts that can be directly or indirectly
attributed to these new policies and practices.

4. Describe any steps taken between September [INSERT START YEAR] and August [INSERT
END YEAR] to encourage the long-term involvement and commitment of non-academic
mathematicians, scientists and/or engineers to participate in the improvement of K-20
educational practices.
NOTE—your response should be limited to 1-2 summary paragraphs that include specific examples. As part of
your response, you should also describe any impacts that can be directly or indirectly attributed to these new
policies and practices (e.g., an increase in participation by non-IHE scientists in K-12 classrooms)..
22

Information about Evidence-based Design and Outcomes
Activities Conducted between September [INSERT START
YEAR] and August [INSERT END YEAR]
This section collects information on the efforts of your MSP Institute to make use of newlycollected data to inform the design and implementation of your project.
1. Provide examples of how data that your project has collected about your own MSP informed
the design or implementation of your project between September [INSERT START YEAR] and
August [INSERT END YEAR].
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
2. To what extent did each of the following hinder your efforts to make use of data to assess the
implementation and impact of your MSP Institute between September [INSERT START
YEAR] and August [INSERT END YEAR]? 24
NSF encourages candor in your response to this question. Valuable lessons learned on a project are often the
result of unanticipated or unavoidable events. Describing your project’s experiences in resolving these
challenges will help NSF staff provide assistance to other projects that are having similar difficulties.

a. Obtaining data about IHE faculty who are participating in MSP-related activities (check one
response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

b. Obtaining data about teachers who are participating in MSP-related activities (check one
response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

24

NOTE: the following question should appear each time that respondents indicate “To a large extent” or “To a
moderate extent:” Why did this issue occur—and what steps were taken to overcome this challenge? Text
responses should be limited to 1-2 paragraphs.

c. Obtaining data about students of teachers enrolled in your MSP Institute (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

d. Obtaining data about K-12 schools that are participating in MSP-related activities (check one
response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

e. Obtaining data about K-12 districts that are participating in MSP-related activities (check one
response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

f.

Linking student achievement data to individual K-12 teachers (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

 Not applicable

g. Lack of available funding at the project or partner level (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

h. Lack of available expertise at the project or partner level (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

24

i.

Other (specify): ______________________________________________ (check one response)





To a large extent
To a moderate extent
To a small extent
Not at all

3. What lessons have you learned regarding efforts to collect and use data that would be of value
to other MSP Institute projects?
NOTE—your response to this item should not exceed two paragraphs.

_________________________________________________________________________________
_________________________________________________________________________________

25

Information about Institute Planning and Development
Activities Conducted between September [INSERT START
YEAR] and August [INSERT END YEAR]
In completing this section, you will be asked to review a list of activities associated with
Institute planning and development. You will then be asked to provide additional
information for each activity on the list that your project was developing or delivering
between September [INSERT START YEAR] and August [INSERT END YEAR].

1. Using the table below, identify the planning and development activities of your MSP Institute
between September [INSERT START YEAR] and August [INSERT END YEAR]. 25
Activity in place or
under development
between September
[INSERT START
YEAR] and August
26
[INSERT END YEAR]

Institute Planning and Development Activities

25

a) Build on an existing/prior teacher education improvement program as a base for
designing the Institute (e.g., prior NSF grant)

Yes

b) Organize collaboration between partner IHE faculty and school district
stakeholders to determine K-12 district needs, Institute mission and goals

No

c) Collaborate with a professional development organization to design curriculum for
Institute participants

No

d) Involve K-12 staff (e.g., superintendents, principals, teachers) in Institute
curriculum planning

No

e) Develop curriculum aligned with other courses/standards (e.g., degree or
certification requirements, district standards, national, state and local mathematics and
science reform attempts)

No

f) Enlist expert individuals external to the MSP management to act as an advisory
committee (e.g., assist in evaluation/oversight of the project, review Institute curricula)

No, but activity is under
consideration for future
years

g) Establish a team-oriented approach for recruiting teacher leader participants (e.g.,
selecting at least two teachers per district or per geographic region)

No

h) Recruit teachers who participated in previous teacher improvement programs
sponsored by the partner IHE(s)

Yes

i) Conduct district/school/teacher recruiting activities (e.g., hold meetings with
chairs/department heads/administrators at K-12 schools, attend mathematics or science
conferences for K-12 teachers, establish communication with programs that employ highly
motivated teachers in mathematics and science)

Yes

j) Set up mechanisms allowing teachers to apply on their own, according to
established teacher leader requirements

No

NOTE: The right hand column has been filled in to illustrate a completed table.

26

NOTE: Response options include: Yes (activity was under development or delivered); No, but activity is under consideration
for future years; No.

27

Institute Planning and Development Activities (Continued)

Activity in place or
under development
between September
[INSERT START
YEAR] and August
27
[INSERT END YEAR]

k) Establish a selection committee composed of members of the Institute management
structure to make the final participant selections

Yes

l) Establish a priority for selecting teachers from low-performing schools or classes
and those with significant numbers of under-represented populations

No

m) Establish a priority for selecting teachers with professional accreditations (e.g.,
National Board Certified teachers)

No

n) Other (specify):

27

NOTE: Response options include: Yes (activity was under development or delivered); No, but activity is under consideration
for future years; No.

28

A “Yes” on the preceding table has generated this list of Institute planning and development
activities. Select an activity from the list below to provide further information about that activity.
Each of the listed activities must be selected to complete this section.
Institute Planning and Development Activities
a) Build on an existing/prior teacher education improvement program as a base for
designing the Institute
h) Recruit teachers who participated in previous teacher improvement programs
sponsored by the partner IHEs
i) Conduct district/school/teacher recruiting activities
k) Establish a selection committee composed of members of the Institute
management structure to make the final participant selections

29

Completed?

Complete the following items for the Institute planning and development activity you selected:
Build on an existing/prior teacher education improvement program for designing the Institute 28
1. Provide a brief description (i.e., 250 words or less) about the purpose, scope and intensity of this
activity.
NOTE—This response will help NSF staff—and representatives from other MSPs—understand the
overall approach and intended outcome of this activity.
2. What steps were taken to design and/or implement this activity between September [INSERT
START YEAR] and August [INSERT END YEAR]?
NOTE—If applicable, your response to this item should include information that can be used to
quantify your level of effort for the previous school year (e.g., number of workshops held, number of
K-12 teachers served, number of MSP-supported scholarships awarded).
3. Which of the following MSP participants were responsible for designing and/or delivering this
activity between September [INSERT START YEAR] and August [INSERT END YEAR]?
(check all that apply)
NOTE—only check individuals responsible for designing or delivering this activity. Do NOT check
individuals who were recipients of this activity.
IHE STEM faculty
IHE education faculty
IHE administrators (e.g., deans, department chairs)
Graduate students (including doctoral candidates)
Postdoctoral students
STEM undergraduate students
Pre-service undergraduate students
K-12 district and/or school-level administrators/staff
K-12 teachers
K-12 instructional coordinators and supervisors (e.g., curriculum specialists)
K-12 guidance counselors
Non-academic mathematicians
Non-academic scientists
Non-academic engineers
 Other (specify): ________________________________________________________________
















28
The following is an example of the item set that would appear if the respondent selected the in-service enhancement activity:
Build on an existing/prior teacher education improvement program as a base for designing the Institute from the list of activities
in place.

30

Information about Professional Development Activities
between September [INSERT START YEAR] and August
[INSERT END YEAR]
In completing this section, you will be asked to review a list of activities associated with
professional development that your Institute may have undertaken. After indicating which
activities you have undertaken, you will be asked to provide additional information for
each activity on the list that your project was developing or delivering in the previous
school year.

31

1. Using the table below, identify the professional development activities of your MSP Institute
between September [INSERT START YEAR] and August [INSERT END YEAR]. 29
Activity in place or
under development
between September
[INSERT START
YEAR] and August
[INSERT END
30
YEAR]

Summer Institute Activities

a) Conduct courses with K-12 teachers that increase mathematical or science content
knowledge

Yes

b) Conduct courses with K-12 teachers that increase pedagogical knowledge (e.g., cognitive
science and its impact on instruction)

Yes

c) Conduct targeted courses with K-12 teachers on mathematical or science content
knowledge or pedagogical skills (e.g., conduct a course that is specifically linked to the
curriculum/text used at partner schools)

No

d) Conduct courses with K-12 teachers that improve leadership skills and strategies

Yes

e) Conduct courses with K-12 teachers that increase abilities to develop new and
challenging curriculum materials

No, but activity is under
consideration for future
years

f) Conduct courses with K-12 teachers that increase understanding of how to use
technology for course content innovation (e.g., mathematical modeling; online science
experiments; access to digital images on online libraries)

No, but activity is under
consideration for future
years

g) Conduct courses with K-12 teachers that increase their ability to use assessment data to
inform their teaching

No,

h) Conduct courses with K-12 teachers that increase their ability to use research to inform
their teaching

No, but activity is under
consideration for future
years

i) Conduct courses for school administrators (e.g., sessions to increase knowledge of
effective classroom observation, professional development for teachers, or supporting teacher
leaders)

No

j) Provide opportunities for participants to earn a master’s, other advanced
degree/certification, or graduate credits upon completion of the Institute

No

29

NOTE: The right hand column has been filled in to illustrate a completed table.

30

NOTE: Response options include: Yes (activity was under development or delivered); No, but activity is under consideration
for future years; No.

32

Activity in place or
under development
between September
[INSERT START
YEAR] and August
[INSERT END
31
YEAR]

Summer Institute Activities (Continued)

k) Provide seminars by and access to content experts, practitioners, and leading
researchers in math and/or science during the summer institute

No

l) Teach courses through distance learning (e.g., online, videoconferencing)

Yes

m) Provide courses that include instruction by fellow K-12 teachers

No

n) Involve graduate students in Institute course instruction

No

o) Provide enrichment activities during summer Institute (e.g., seminars, visiting lecturers,
classroom visits)

Yes

p) Provide an opportunity for teachers to take on organizational and leadership roles in
summer institutes

No

q) Provide opportunities for participants to get hands-on experiences during the summer
Institute (e.g., classroom visitations, opportunities to experiment with their newly learned
materials during the summer institute on actual teachers and students)

No

r) Require teachers to complete an evidence-based project, using knowledge from the
institutes in their own classrooms

Yes

s) Provide opportunities during the summer Institute for teachers and administrators to
meet together (with or without university faculty) and discuss strategies for school-based
leadership and develop a plan for how teacher leaders will impact teachers at their school

No

t) Provide curriculum resources to teacher participants during the institute (e.g.,
technology, print, audio-visual, laboratory)

No

u) Other (specify):

31

NOTE: Response options include: Yes (activity was under development or delivered); No, but activity is under consideration
for future years; No.

33

Activity in place or
under development
between September
[INSERT START
YEAR] and August
[INSERT END
32
YEAR]

Academic Year Activities

a) Conduct workshops/courses with K-12 teachers that increase content and/or pedagogical
knowledge (e.g., conduct a workshop on cognitive science and its impact on instruction)

No

b) Conduct targeted workshops/courses with K-12 teachers (e.g., a workshop specifically linked to the
curriculum/text used at partner schools)

No

c) Conduct workshops/courses with K-12 teachers on utilizing technology for course content
innovation (e.g., mathematical modeling; online science experiments; access to digital images on online
libraries)

No, but activity is under
consideration for future
years

d) Organize and/or provide site-specific workshops/courses relevant for partner K-12 school
districts (e.g., rural education workshop, inner-city workshop)

No

e) Conduct courses with K-12 teachers that increase their ability to use assessment data to inform
their teaching

No

f) Conduct courses with K-12 teachers that increase their ability to use research to inform their
teaching

No

g) Facilitate online workshops and/or courses during the academic year for institute participants

No

h) Establish/Provide adjunct positions for K-12 teacher leaders at the partner IHEs

No

i Provide externship opportunities for K-12 teachers (e.g., teachers spend a year, semester, or summer
working with a MSP business/industry partner related to their discipline)

Yes

j) Provide pre-service professional development opportunities

No

k) Provide curriculum resources to teacher participants after completion of the institute (e.g.,
technology, print, audio-visual, laboratory)

Yes

l) Establish/provide STEM in-person or online learning communities/study groups (e.g., lesson study
groups; discipline dialogues)

No

m) Have IHE faculty remain “on call” for classroom teachers (e.g., communicate with K-12 teachers
via email or telephone to clarify a concept or content issue)

No

n) Provide mentoring and instruction on professional development strategies and other leadership
responsibilities (e.g., conduct onsite visits to K-12 partner schools)

No

32

NOTE: Response options include: Yes (activity was under development or delivered); No, but activity is under consideration
for future years; No.

34

Activity in place or
under development
between September
[INSERT START
YEAR] and August
[INSERT END
33
YEAR]

Academic Year Activities (Continued)

o) Provide access to a network of regional professional development groups made up of IHE faculty
members as well as teachers, where they are able build on the summer institute activities

No

p) Establish regular, organized meetings of teacher leaders within K-12 districts during the
academic year

No

q) Work with K-12 building staff to facilitate the work of the teacher leaders (e.g., meet with and
advise school principal, mathematics or science specialists)

No

r) Increase collaborative activities between IHE faculty and regional school systems to improve K-12
instruction and learning

No

s) Establish new/modified degree or certification program at your IHE partners as a result or part
of the Institute (e.g., Mathematics or science specialist certification; Master of Science Education)

No

t) Encourage IHE partners to make improvements of K-12 instruction and learning a core portion
of their departmental responsibilities

No

u) Other (specify):

33

NOTE: Response options include: Yes (activity was under development or delivered); No, but activity is under consideration
for future years; No.

35

A “Yes” on the preceding table has generated this list of professional development activities. Select
an activity from the list below to provide further information about that activity. Each of the listed
activities must be selected to complete this section.
Professional Development Activities
Summer Institute Activities

Completed?

a) Conduct courses with K-12 teachers that increase mathematical or science
content knowledge
b) Conduct courses with K-12 teachers that increase pedagogical knowledge
d) Conduct courses with K-12 teachers that improve leadership skills and strategies
l) Teach courses through distance learning
o) Provide enrichment activities during summer Institute
r) Require teachers to complete an evidence-based project, using knowledge from
the institutes in their own classrooms

Academic Year Activities
i Provide externship opportunities for K-12 teachers
k) Provide curriculum resources to teacher participants after completion of the
institute

36

Complete the following items for the professional development activity you selected: Conduct
courses with K-12 teachers that increase mathematical or science content knowledge 34
1. Provide a brief description (i.e., 250 words or less) about the purpose, scope and intensity of this
activity. 35
NOTE—This response will help NSF staff—and representatives from other MSPs—understand the
overall approach and intended outcome of this activity.
2. What steps were taken to design and/or implement this activity between September [INSERT
START YEAR] and August [INSERT END YEAR]?
NOTE—If applicable, your response to this item should include information that can be used to
quantify your level of effort for the previous school year (e.g., number of workshops held, number of
K-12 teachers served, number of MSP-supported scholarships awarded).
3. Which of the following MSP participants were responsible for designing and/or delivering this
activity between September [INSERT START YEAR] and August [INSERT END YEAR]?
(check all that apply)
NOTE—only check individuals responsible for designing or delivering this activity. Do NOT check
individuals who were recipients of this activity.
IHE STEM faculty
IHE education faculty
IHE administrators (e.g., deans, department chairs)
Graduate students (including doctoral candidates)
Postdoctoral students
STEM undergraduate students
Pre-service undergraduate students
K-12 district and/or school-level administrators/staff
K-12 teachers
K-12 instructional coordinators and supervisors (e.g., curriculum specialists)
K-12 guidance counselors
Non-academic mathematicians
Non-academic scientists
Non-academic engineers
 Other (specify): ________________________________________________________________
















34

The following is an example of the item set that would appear if the respondent selected the in-service
enhancement activity: Conduct courses with K-12 teachers that increase mathematical or science content
knowledge from the list of activities in place.
35
This is how this item will appear the first year an activity is developed or delivered. In subsequent years, the item
will ask for the respondent to review and modify the text provided from the previous year.
37