MCSS_ESSER_III_SET-ASIDE_APPLICATION_12092021.PDF

Maricopa County — Formal (2022-05-04)

View PDF Item 18 Meeting page

Extracted text (via pymupdf) 166597 characters
RFGA ATTACHMENTS 
 
TABLE OF CONTENTS 
RFGA NO.:  BPM004016 
 
 Title  
 
 
 
 
 
 
 
 
Page 
 
 
TABLE OF CONTENTS .................................................................................................................. 1 
 
EXECUTIVE SUMMARY ............................................................................................................... 2 
 
ATTACHMENT 1: GRANT APPLICATION .................................................................................... 4 
 
ATTACHMENT 2: APPLICANT INFORMATION ........................................................................... 6 
 
ATTACHMENT 3: APPLICANT’S KEY PERSONNEL .................................................................. 7 
 
ATTACHMENT 4: APPLICANT’S EXPERIENCE .......................................................................... 9 
 
ATTACHMENT 5: QUESTIONNAIRE .......................................................................................... 13 
 
ATTACHMENT 6: DEVIATIONS AND EXCEPTIONS ................................................................. 41 
 
ATTACHMENT 7: CONFIDENTIAL/PROPRIETARY SUBMITTALS ........................................... 42 
 
ATTACHMENT 8: DESIGNATION OF CONFIDENTIAL, TRADE SECRET AND PROPRIETARY 
INFORMATION ............................................................................................................................. 43 
 
ATTACHMENT 9: PARTICIPATION IN BOYCOTT OF ISRAEL .................................................. 45 
 
ATTACHMENT 10: PROPOSED BUDGET................................................................................... 46 
 
ATTACHMENT 11: KEY PERSONNEL RESUMES ....................................................................  48 
 
OTHER ATTACHMENTS ............................................................................................................. 63 
 
EXHIBIT 1: CERTIFICATE OF LIABILITY INSURANCE ............................................................. 70 
 
 
Page 1 of 71

EXECUTIVE SUMMARY 
RFGA NO.:  BPM004016 
 
Arizona teachers are passionate, innovative, creative— and tired. They are working harder than 
ever to meet the needs of their students, particularly now at a time when there is so much 
academic ground to cover. The mission is daunting: How does a teacher ensure that all students 
have equitable access to challenging, grade-level content when so many gaps exist? As teachers 
work tirelessly to address the holes that were created and exacerbated by the COVID-19 
pandemic, research is emerging that advocates for an approach to classroom instruction that 
accelerates learning. Rather than looking back at all the material that students potentially missed 
when school was disrupted, learning acceleration employs scaffolding at just the right time to 
help students successfully access grade-level material. 
Imagine a 3rd grade teacher has planned to teach their students to represent fractions on a 
number line. Because a subset of their students did not successfully master representing whole 
numbers on a number line, a skill they would have learned had they not missed that chunk of 
instruction in 2nd grade, a decision is in order. Where’s the right place to start? Rather than be 
derailed, the teacher employing learning acceleration determines that students who need it will 
be provided a number line with equally spaced points representing whole numbers. The teacher 
meets briefly before the lesson with the small group to introduce the scaffold and share how 
they’ll use it in the upcoming lesson. A gap is filled, students are not relegated to the back of the 
classroom during core instruction to catch up on a skill they missed, and the learning moves 
forward. 
But, in truth, it is not that easy. Even the most experienced teachers are facing an extraordinary 
challenge: plan accessible lessons that leverage assessment of current levels, respond with 
competence to students’ cultures and background, and adjust instruction, in the moment, to 
match students’ specific gaps and needs. But the reality is that not all teachers have the capacity 
to execute these critical real-time, in the moment, instructional decisions— yet! 
Our intention is to deploy a team of Learning Acceleration Specialists to provide teachers with 
the extra hands and feet in their classroom they need to respond flexibly to their diverse student 
populations. These specialists, housed at the school sites, will serve in a variety of roles, 
depending on the needs of the students, teachers, and leadership. Embedding a Learning 
Acceleration Specialist at each school, we aim to: 
• Support a school-wide adoption of learning acceleration strategies. 
• Assist in the examination of achievement data to determine student groups 
experiencing the greatest learning loss. 
• Provide teachers with the tools and approaches to accelerate learning built on a 
foundation of formative assessment. 
• Communicate an in-depth understanding of mathematics and English language arts 
standards to co-plan and co-deliver lessons, units, and assessments designed to 
accelerate learning. 
• Provide student-centered coaching built on collaboration and a shared vision of student 
success. 
Page 2 of 71

EXECUTIVE SUMMARY 
RFGA NO.:  BPM004016 
 
• Partner with school leaders to assess teacher readiness to implement effective 
instructional practices that accelerates learning. 
• Design and facilitate professional development, adjusting support for teachers based on 
need. 
• Work with teachers and leaders to measure the impact of learning acceleration 
strategies. 
• Foster culturally responsive teaching practices and supportive classroom communities. 
• Strengthen teacher efficacy as instructional decision makers.  
• Influence mindsets related to school-wide implementation of a strong universal, core 
instructional program and the notion that ALL students can achieve grade-level mastery 
with the right instruction and supports. 
As an education service agency, the Office of the Maricopa County Superintendent is highly 
experienced with developing meaningful relationships with teachers and school leaders and 
designing and delivering engaging and effective professional learning experiences.  We are well-
positioned and prepared for this work of bridging what teachers and schools want to do, need to 
do, and can actually accomplish with their existing resources.  Our partners can look forward to 
the support the school leaders, teachers, and instructional coaches need to quickly accelerate 
the learning of all students while building their collective efficacy to strategically fill instructional 
gaps and provide equitable and consistent access and outcomes for all students. 
 
 
 
 
 
 
Page 3 of 71

Page 4 of 71

Page 5 of 71

ATTACHMENT 2 
APPLICANT INFORMATION 
RFGA NO.:  BPM004016 
 
1.1. Notices, Correspondence, Reports from the ADED to the Grantee shall be sent to: 
 
Organization: ___Maricopa County School Superintendent’s Office_______________ 
 
Attention: _____Lori Renfro_______________________________________________ 
 
Street Address:____4041 N Central Ave Ste 1200_____________________________ 
 
City, State and Zip Code: _____Phoenix, AZ, 85012___________________________ 
 
Telephone: ____602.372.3705____________________________________________ 
 
E-Mail: _____lori.renfro@maricopa.gov_____________________________________ 
 
1.2. Payments from ADED to the Grantee shall be sent to: 
 
Organization: _____ Maricopa County School Superintendent’s Office ______________ 
 
Attention: _____Marc Kuffner_______________________________________________ 
 
Street Address:_______ 4041 N Central Ave Ste 1200____________________________ 
 
City, State and Zip Code: _____Phoenix, AZ, 85012___________________________ 
 
Telephone: ____ 602-506-2068____________________________________________ 
 
E-Mail: _________marc.kuffner@maricopa.gov_________________________________ 
 
 
 
Page 6 of 71

ATTACHMENT 3 
APPLICANT’S KEY PERSONNEL 
RFGA NO.:  BPM004016 
 
INSTRUCTIONS: 
List all key personnel by name, position and/or title, responsibilities and percent of time assigned to this Grant.  
Key personnel is defined as staff involved in the planning, administration, operation, or monitoring of this Grant. 
 
Applicant shall attach a resume for each of the key personnel proposed. 
 
 
Name 
Position/Title 
Responsibilities 
% Time 
Assigned 
to Grant 
Dr. Lori Renfro 
Assistant Superintendent, 
Human Capital 
Management Systems 
Primary point of contact for grant 
operations; responsible for the 
realization of the program vision; 
provide programmatic oversight and 
direction to all involved staff; ensure 
compliance with all grant-related 
reporting requirements and cycles 
40 
Marc Kuffner 
Assistant Superintendent, 
Economic Management 
Provide fiscal oversight; ensure 
adherence to procurement procedures; 
implement IGAs with participating LEAs; 
supervise staff contact with vendors; 
produce monthly budget reports 
30 
Kendra Moreno 
Education Service 
Program Manager 
Oversee implementation of strategic 
initiatives directed toward accelerated 
learning; monitor and adjust direction of 
activities as deemed necessary by data 
analysis; conduct communications with 
leadership of participating schools; 
assess internal needs to support and 
professional development; supervise PD 
coordinator and field specialist  
100 
Eric Hockman 
Data Management 
Administrator 
Establish data collection and review 
processes; prepare data reports; provide 
technical assistance on data-related 
questions/management; support 
program evaluation efforts; oversee 
system maintenance of data & content 
management system; provide 
training/support on data analysis at the 
school/classroom level including how to 
diagnose needs by analyzing student 
learning data and assessing teacher 
readiness  
100 
Emily Powell 
HCMS Administrator 
Manage budget and budget reporting; 
coordinate purchasing of resources; 
provide technical assistance on 
100 
Page 7 of 71

ATTACHMENT 3 
APPLICANT’S KEY PERSONNEL 
RFGA NO.:  BPM004016 
 
recruitment, hiring, placement, 
onboarding, and ongoing staff support; 
oversee hiring and launch onboarding 
plan for Learning Acceleration Specialist 
Corps; support LEAs with job-description 
redesign to enhance sustainability 
efforts; implement school-wide feedback 
opportunities through Stay Interviews as 
a retention strategy; supervise Learning 
Acceleration Specialist Corps 
Note: This project also includes other personnel. See attachment 5, section 5 for descriptions. 
 
 
Page 8 of 71

ATTACHMENT 4 
APPLICANT’S EXPERIENCE 
RFGA NO.:  BPM004016 
 
APPLICANT’S EXPERIENCE – Page 1 of 2 
 
Applicant shall submit two (2) completed and signed forms as part of the Application. 
 
Applicants are required to submit information about PAST experience to verify program performance using this form.  Insert 
the information as requested.  Responses shall include the details of at least two (2) individual contracts/Grants for services 
related to those described in this RFGA. 
 
Reference Contract/Grant Title:  Rewarding Excellence in Instruction and Leadership: The Next Generation (TNG)   
 
Contract/Grant Term & Dates of Work 10-1-2012 through 9-30-2017 Geographic Area Served  
Maricopa County 
 
 
Target Population Served 
Teachers and School Leaders in High-Need Schools 
 
 
 
 
 
 
Narrative (Shall include the results (outcomes achieved, objectives met) of past experiences of each contract/Grant and the 
NUMBER of past contracts/Grants the Applicant has had similar to those described in this RFGA): 
 
The Maricopa County Education Service Agency (Office of the Superintendent of Schools) would like to highlight 
the Rewarding Excellence in Instruction and Leadership: The Next Generation program to demonstrate past 
experience that is related to the RFGA. This project was a result of participation in a federally-funded Teacher 
Incentive Fund grant (Cohort 4). The 
Teacher Incentive Fund for that 
round of competition was focused 
on implementation of LEA-Wide 
Human 
Capital 
Management 
Systems and it was our role to 
manage the program and provide 
leadership for the participating high-
need LEA implementation. Under 
this 
project, 
participating 
LEAs 
revised their salary structures to 
better recruit and retain educators 
and provide differential pay based 
on 
effectiveness; 
implemented 
rigorous, 
fair, 
and 
transparent 
educator evaluation systems; and 
defined and utilized a common 
vision of instructional improvement. 
One of the main components of this 
project was the implementation of the Peer Evaluator program (see Attachment 5, Section II.2 for additional 
information). Our agency has developed expertise with hiring, training, and deploying an educator corps into 
the field. The peer evaluators facilitated the transformation of isolated teacher observations into job-embedded 
professional learning for the teachers they supported, utilizing a common vision of instructional improvement 
to provide specific feedback that teachers could immediately apply in their classroom interactions with students.  
 
Connections to the RFGA: (1) Leading multiple stakeholders in initiatives focused on student academic success; 
(2) Demonstrated ability to select, hire, place and deploy an educator cadre to support and stabilize the educator 
workforce; (3) Extensive experience working with high-need schools and student populations; (4) Knowledge of 
Page 9 of 71

ATTACHMENT 4 
APPLICANT’S EXPERIENCE 
RFGA NO.:  BPM004016 
 
systems and processes to support program implementation; (4) Capacity for resource development and 
implementation; (5) Knowledge and expertise in coaching educators around tools, tactics, and mindsets to 
support implementation of Tier 1 instruction; and (6) Implementation of high-quality academic standards and 
curriculum. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Reference Company:  Education Analytics, Inc  
 
 
 
 
 
 
 
 
 
Contact/Grant Name and Title:    Dr. Anthony Milanowski/ Research Scientist 
 
 
 
 
 
 
Telephone:    (608) 466-4966 
  Address:  110 E. Main Street Suite 1000 
 City/State/Zip:  Madison, WI 53703 
 
 
 
 
Page 10 of 71

ATTACHMENT 4 
APPLICANT’S EXPERIENCE 
RFGA NO.:  BPM004016 
 
APPLICANT’S EXPERIENCE – Page 2 of 2 
 
Applicant shall submit two (2) completed and signed forms as part of its Application. 
 
Applicants are required to submit information about PAST experience to verify program performance using this form.  Insert 
the information as requested.  Responses shall include the details of at least two (2) individual contracts/Grants for services 
related to those described in this RFGA. 
 
Reference Contract/Grant Title:  REIL (Rewarding Excellence in Instruction and Leadership)    
 
 
Contract/Grant Term & Dates of Work  10-1-2010  through   9-30-2016   Geographic Area Served Maricopa County 
 
Target Population Served 
Teachers and School Leaders in High-Need Schools 
 
 
 
 
 
 
Narrative (Shall include the results (outcomes achieved, objectives met) of past experiences of each contract/Grant and the 
NUMBER of past contracts/Grants the Applicant has had similar to those described in this RFGA): 
 
 
The Maricopa County Education Service Agency (Office of the Superintendent of Schools) would like to highlight 
the Rewarding Excellence in Instruction and Leadership program to demonstrate past experience that is related 
to the RFGA. This project was a result of participation in a federally-funded Teacher Incentive Fund grant (cohort 
3). The Teacher Incentive Fund for that round of competition was focused on implementation of performance-
based evaluation and compensation and it was our role to manage the program and provide leadership for the 
participating high-need LEA implementation. One of the most successful outcomes of this project was the 
development and implementation of cross-district teacher, coach, and leader observation tools to use in the 
educator evaluation process. Our agency facilitated this process and trained all of the educators on the tools. 
We 
developed 
and 
implemented qualified and 
certified evaluator training 
and assessment to ensure 
rater agreement and accuracy 
so educators would receive 
high-quality feedback. We 
also 
created 
and 
implemented 
professional 
learning modules aligned to 
the instrument elements. 
 
Other outcomes achieved included: (1) Common vision of instructional improvement enacted at each LEA; (2) 
Instruments that successfully differentiated performance; (3) LEA ownership of observation instruments; (4) 
Instruments CAN be a driver for systems change (The Learning Observation Instrument was the key lever of 
change that increased instructional expectations within REIL districts); (5) Correlations between observation 
data and student growth results; (6) Development and implementation of career pathway models; (6) PBC 
sustainability; and (7) Development of a data management system to support educator workforce decision-
making. 
 
This scope of work allowed us to develop the expertise that will be necessary to lead the proposed Learning 
Acceleration Partnership. 
Page 11 of 71

ATTACHMENT 4 
APPLICANT’S EXPERIENCE 
RFGA NO.:  BPM004016 
 
 
Connections to the RFGA: (1) Knowledge of classroom practice that facilitates student academic success; (2) 
Extensive experience working with high-need schools and student populations; (3) Knowledge of systems and 
processes to support program implementation; (4) Experience in hiring, selection, and placement of educator 
support/leadership roles; (5) Capacity and experience in resource development and implementation; (6) 
Leading multiple stakeholders in initiatives focused on student academic success; and (7) Implementation of 
high-quality academic standards and curriculum. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Reference Company:  Basis Policy Research  
 
 
 
 
 
 
 
 
 
 
Contact/Grant Name and Title:      Matthew Pepper / Senior Researcher  
 
 
 
 
 
 
Telephone:   (303) 552-1579 
 Address:     1059 Wealthy St. SE 
 City/State/Zip:  Grand Rapids, MI 49506 
 
 
 
 
Page 12 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
I. 
PROGRAM NARRATIVE 
 
The Program Narrative should offer substantive information about the implementation process for the proposed 
program, and will be used as the basis to determine whether or not the project meets the minimum requirements for 
award of a Grant. The narrative shall provide a clear and concise description of the project including the target 
population(s), and/or geographic area(s) to be served. 
 
Opening Statement 
 
Despite schools’ and teachers’ best efforts, the COVID-19 pandemic resulted in disrupted learning for 
students.  To meet this challenge, our proposal focuses on the ADE priority area: Enrichment and 
Reinforcement of Learning, and the Priority Lane: Learning Loss.  
 
To guide this effort, this project will be organized around two goals: (1) Accelerate academic success for 
students; and (2) Support and stabilize the educator workforce. 
 
1. 
Propose a service that will meet the requirements of the ESSER II Grant to support local recovery needs and 
efforts in response to COVID-19. Include in your response how your proposal meets one of the three defined 
priority areas for ADE, Top Priorities within Arizona’s plan:   
• 
Enrichment and reinforcement of learning  
• 
Mental, behavioral, and physical health support for students and educators  
• 
Student and family re-engagement and support for critical transition periods  
 
Enrichment and Reinforcement of Learning 
 
Six LEAs are poised to implement a research-based approach to ensure that all students have equitable 
access to challenging, grade-level content, which will accelerate academic success for students. These 
LEAs represent a diverse group of rural, urban, and special population LEAs that range in size from 
Valentine ESD in Mohave County with 80 students to Phoenix Elementary School District in Maricopa 
County with over 5500 students (see table below). In addition, these school districts serve some of the 
most vulnerable student populations, including Maricopa County Regional School District with its 
accommodation schools. 
 
Learning Acceleration Partnership LEAs 
 
District Name 
Geographic Area 
(County) 
District 
Enrollment 
# of 
Schools 
# of 
Teachers 
Liberty Elementary District 
Maricopa County 
3720 
7 
205 
Maricopa County Regional School District 
Maricopa County 
274 
3 
28 
Morristown Elementary District 
Maricopa County 
115 
1 
7 
Nadaburg Unified School District 
Maricopa County 
825 
4 
52 
Phoenix Elementary School District 
Maricopa County 
5646 
15 
392 
Valentine Elementary School District 
Mohave County 
88 
1 
5 
Totals 
10668 
31 
689 
 
As an education service agency, we stand ready to support LEAs with implementation of strong 
programming designed to support local recovery needs, with programmatic sustainability at the core. This 
proposal addresses teachers and their identified subgroups of students as the target population, with 
Page 13 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
school leaders also receiving the support they need for successful implementation. The geographic area to 
be covered includes the six LEAs in the table above which fall within Maricopa County and Mohave County. 
To address the ADE priority, enrichment and reinforcement of learning, we have organized the following 
section around the need for our project, our proposed response, the support we will provide, and how we 
are ready for this challenge. 
 
THE NEED: Teachers are working tirelessly to address the holes that were created and exacerbated by the 
COVID-19 pandemic at a time when there is so much academic ground to cover.  A tendency might be to 
attempt to provide students with all the learning they missed because of school closures. Unfortunately, 
such tactics are rarely successful, particularly for students who may never “catch up” via remediation, and 
therefore are denied access to rigorous, grade-level content. 
Teachers are facing an extraordinary challenge: plan accessible 
lessons that leverage assessment of current levels, respond 
with competence to students’ cultures and background, and 
adjust instruction, in the moment, to match students’ specific 
gaps and needs. But the reality is that not all teachers have the 
capacity to execute these critical real-time, in the moment, 
instructional decisions. 
 
THE RESPONSE (Learning Acceleration vs Remediation): 
Research suggests more students have experienced more 
unfinished learning over the last year than ever before. With 
the COVID-19 pandemic waning, school systems are facing a 
critical choice about how to respond. Should they use the 
traditional approach of reviewing all the content students 
missed, known as remediation? Or should they start with the 
current grade’s content and provide “just-in-time” supports 
when necessary, known as learning acceleration? 
 
We will take an approach to classroom instruction that 
accelerates learning.  Rather than looking back at all the 
material that students potentially missed when school was 
disrupted, learning acceleration employs scaffolding at just 
the right time to help students successfully access grade-level 
material. The approach is grounded in the notion that all 
students can learn if given the time and the right instruction 
for them (see visual). 
 
THE SUPPORT: Schools need guidance on using screening 
tools, diagnostic assessments, and other data sources to identify learning gaps. They also need assistance 
analyzing local assessment data to support instructional decision-making. Our intention is to deploy a team 
of Learning Acceleration Specialists to provide teachers with the extra hands and feet in their classroom 
they need to respond flexibly to their diverse student populations. These specialists, housed at the school 
sites, will serve in a variety of roles, depending on the needs of the students, teachers, and leadership. 
Page 14 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
Teachers and schools will increase their capacity to identify and address learning gaps, shift mindsets 
toward mastery, and ensure that all students’ urgent need to engage in appropriate grade-level learning is 
met. In addition, school leaders will have a Field Specialist (FS) assigned to their campus to support in the 
conversations, data review, and plans that are needed to rise to the challenge of leading a school engaged 
in the work of learning acceleration.  The FS will be there to provide differentiated support to principals in 
promoting a mindset that all students deserve the opportunity to master grade level content.  They can 
help diagnose students’ unfinished learning to formulate a plan to address potentially missed content, 
share ideas for reallocating resources to maximize the time that teachers must have to plan, collaborate, 
and implement strong core instruction, and bolster an effective process to consistently monitor 
implementation of learning acceleration and interpret the impact on student progress. The Field Specialist 
will also work with the Learning Acceleration Specialists to help principals implement year-long professional 
development plans aimed at helping teachers advance their understanding of content standards and 
prerequisite skills along a continuum of learning; scaffolding approaches to accelerate learning; and 
culturally responsive teaching techniques. Along the way, principals and FS will work together to identify 
leaders among the teachers and coaches to provide mentor opportunities to build their leadership capacity 
and a stronger school-wide focus. 
 
Note: Schools engaged in the Learning Acceleration Partnership will have access to a videographer 
experienced in capturing high-quality video of classroom instruction and student discourse.  From concept 
to completion, including post-production (editing the video, adding supporting graphics, incorporating b-
roll), the videographer will be available to support teachers, coaches, and leaders to leverage all the 
benefits of video technology for professional growth.  
→ Teacher self-reflection: Teachers schedule time with the videographer to record a classroom 
lesson.  The teacher is then provided the footage to observe their own instruction.  They may 
choose to review the video with their Learning Acceleration Specialist, instructional coach, or a 
colleague. Or perhaps they utilize a provided structured video self-reflection tool. 
→ Classroom observation: It is rare that teachers have the opportunity to observe their colleagues. 
Video provides an opportunity to watch and learn from other teachers and even receive 
instructional support from peers. 
→ Coaching with video: Rather than having to recall lesson details when reflecting on a taught 
lesson, teachers can sit alongside their Learning Acceleration Specialist and watch a recording, 
pausing it to talk through the strengths and opportunities. 
 
WE CAN DO THIS!  
 
As an education service agency, the Office of the Maricopa County School Superintendent is highly 
experienced with developing meaningful relationships with teachers and school leaders. We also have 
extensive experience designing and delivering engaging and effective professional learning experiences.  
We are well-positioned and prepared for this work of bridging what teachers and schools want to do, need 
to do, and can accomplish, with their existing resources. Our partners can look forward to the support the 
school leaders, teachers, and instructional coaches need to quickly accelerate the learning of all students 
while building their collective efficacy to strategically fill instructional gaps and provide equitable and 
consistent access and outcomes for all of their students. 
 
 
Page 15 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
→ LEAs have core materials to support student access to standards-based, grade-level content. 
 
Information on core materials and assessments was compiled and the information is shown in the table 
below. 
 
LEA Assessments and Core Instructional Materials 
Liberty Elementary District 
• 
Assessments 
o Acadience (K-3 reading) for diagnostic 
and benchmark assessments  
o Illuminate (2-8 ELA & 3-8 math) for 
benchmark assessments and pre- & 
post- 
• 
ELA Core Program 
o Wonders-McGraw Hill (K-5)  
o Collections-Houghton Mifflin (6-8) 
• 
Math Core Program 
o Engage/Eureka Math (K-8) 
Nadaburg Unified School District 
• 
Assessments 
o Imagine Learning (K-8: ELA & Math) 
o DIBELS 
o Mastery Learning (K-8: pilot year) 
• 
ELA Core Program 
o Journeys (K-8) 
• 
Math Core Program 
o Eureka Math (K-8) 
 
Maricopa County Regional School District 
• 
Assessments 
o iReady (K-8: ELA & math) 
o DIBELS 
o Illuminate (HS: ELA & math)  
o Illuminate (Transition Assessment) 
• 
ELA Core Program 
o iReady and FUNdamentals (K-8) 
o SchoolsPLP platform (HS & Detention) 
• 
Math Core Program 
o iReady (K-8) and Illustrative 
Mathematics (K-HS) 
o IXL (HS) 
o SchoolsPLP platform (Detention) 
Phoenix Elementary School District 
• 
Assessments 
o iReady Diagnostic (K-8: ELA & 
Math)  
o iReady Standards Mastery (2-8: ELA 
& Math) 
o aimswebPlus Early Literacy 
Benchmark (K-3) 
• 
ELA Core Program 
o Benchmark Advance (K-6) 
o StudySync (7-8) 
• 
Math Core Program 
o Ready Mathematics (K-8) 
 
Morristown Elementary District 
• 
Assessments 
o Imagine Learning (K-8: ELA & Math) 
o DIBELS 
• 
ELA Core Program 
o Journeys (K-8) 
• 
Math Core Program 
o Go Math 
o Eureka Math (K-8) 
Valentine Elementary School District 
• 
Assessments 
o Imagine Learning (K-8: ELA & Math) 
o DIBELS 
• 
ELA Core Program 
o Journeys (K-8) 
• 
Math Core Program 
o Singapore Math (K-8) 
 
 
 
Page 16 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
Note: Pre-application data analysis provided high-level information to inform preliminary planning. The 
following table represents the status of the LEAs in terms of returning to regular instructional 
programming. 
 
Current Instructional Status (SY 2021-22) 
# of Schools 
Remote or online only 
2 
School buildings open with both remote/online and in-person Instruction (hybrid) 
1 
School buildings open with full-time in-person instruction 
28 
 
→ A data management support system is accessible to LEAs to support project outcomes. Arizona’s 
State Plan for the use of ESSER funds references data systems and data sharing in their description of 
enrichment and reinforcement to learning. Our agency has a data management system (suite of 
applications) in place to support the Learning Acceleration Partnership, including a professional 
development resource component where the participating LEAs can access a variety of resources through 
the Learning Library application. The Learning Library consists of different sections, each with a specific 
purpose, that support educators in a variety of different roles.  Educators will have access to targeted 
professional development resources and training at all times.  When a teacher navigates to the Learning 
Library, resources will be “pushed” to his/her My learning Page and it will guide them to the location of 
that resource in “Explore.” For example, the Explore page currently houses 1,786 resources available to 
all educators with content ranging from instructional exemplars to planning templates to self-led PDs. the 
Content Management System is the application that allows for the back-end management of the 
resources and meta-data that sits behind each resource. These two applications will be a crucial part of 
supporting all stakeholders involved in the Learning Acceleration Partnership. 
 
→ Period 1 and 2 Key Activities are in place. To be prepared to launch successfully and in a timely manner 
(pending approval of proposal), a list of activities that will be addressed immediately has been identified 
and aligned to key personnel (see table below). 
 
KEY: Project Director (PD); Assistant Supt Economic Management (AS); Project Lead (PL); Data 
Management Administrator (DMA); HCMS Administrator (HA); PD Coordinator (PDC); Field 
Specialist (FS); Learning Acceleration Specialist (LAS); District Office Implementation Lead (LEA) 
Year 1: Feb 2022 (Pending Award)-Sept 2023 
Period 1 (February-June) 
Period 2 (July-September) 
• 
Sign IGAs (AS, FS) 
• 
Conduct landscape analysis (NIET 
Learning Recovery Data Deep Dive) 
(DMA, FS) 
• 
Verify core instructional materials (DMA, 
FS) 
• 
Launch hiring plan for Learning 
Acceleration Specialists (AS, HA) 
• 
Launch Onboarding Plan (HA) 
• 
Make final refinements to Learning 
Acceleration resources (PL, PDC) 
• 
Finalize program evaluation plan (PD) 
• 
Launch Summer Intensive (PL, PDC) 
• 
Implement Meet & Greet with participating teachers 
(PDC) 
• 
Provide Data Support System training for participating 
teachers (FS, LAS, DMA) 
• 
Develop data reports to support Learning Acceleration 
Specialists in the field (DMA) 
• 
Develop Learning Acceleration resources for the Learning 
Library (PL, PDC) 
• 
Principals receive support in the creation of their yearlong 
professional development plans focused on Learning 
Acceleration (PL, FS) 
Page 17 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
• 
Refine PD Scope and Sequence and plan 
for summer intensive (PL, PDC) 
• 
Purchase resources for professional 
learning (HA) 
• 
Facilitate Data Support System user setup 
(DMA) 
• 
Provide Data Support System training for 
LEA and school leads (DMA) 
• 
Determine key data assessments from 
each assessment vendor (DMA, FS, LEA) 
• 
Analyze baseline data (i.e., benchmark 
data, AzM2) to determine goals (DMA, PL, 
FS, LAS, LEA) 
• 
Identify and develop potential Data 
Support System enhancements to 
support implementation (DMA) 
• 
Administer Learning Acceleration readiness index to 
measure skill/will levels of teachers and differentiate 
support (LAS, DMA) 
• 
LAS begin school assignments and attend back to school 
programming; launch 30-60-90 Day Plans (LAS) 
• 
Conduct workshops for teachers on key features of 
Learning Acceleration (PDC, LAS) 
• 
Observe and provide feedback on student-centered 
coaching cycles (PDC) 
• 
Meet with individual principals to assess capacity for 
creating a shared vision, supervision of instruction, and 
monitoring the implementation of Learning Acceleration 
strategies (PL, FS) 
• 
Conduct ongoing reviews of student evidence that gaps 
are closing, and students are reaching mastery of critical 
grade-level content (LAS, DMA) 
• 
Launch teacher efficacy survey (PL, HA) 
 
→ A hiring plan is in place for the Learning Acceleration Specialist Corps. Our agency has extensive 
experience in research-based hiring processes, and we have worked with numerous LEAs over time to 
refine these practices. Upon award, Maricopa County will be able to post the positions (the job description 
has already been developed) and screen applications based on the minimum qualifications. We will 
incorporate several processes including resume screening, phone interviews, performance tasks, a writing 
prompt, and behavior-based interviews in order to hire individuals with the desired competencies (see 
sample below). 
 
 
 
→ A preliminary professional learning scope and sequence has been identified. A summer intensive will 
be held in the summer of 2022 and will be part of the onboarding plan for the Learning Acceleration 
Specialist Corps. This will prepare the Learning Acceleration Specialists with the vision of the partnership 
Page 18 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
and prepare them to be fully immersed upon deployment to the schools. In addition, the Year 2 
Professional Learning Scope and Sequence has been outlined. See visuals below. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Page 19 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
→ Strong history of capturing classroom video. Our office has a strong history of capturing classroom 
video footage, creating professional development using video, and implementing robust practices to 
protect the names and likenesses of students and staff.  This will facilitate a strong launch in terms of 
school access to a videographer. Whether structured for self-reflection, the chance to observe a more 
experienced teacher in action, or for coaching, video recording is a powerful tool for teacher development.  
As teacher capacity grows, so will the opportunity to capture strong examples of not only classroom 
instruction but collaborative team meetings and coaching conversations.  Schools may even choose to 
utilize the videographer to create professional learning tutorials and their own video library for the sake 
of sustainability and training new teachers on Learning Acceleration practices.   
 
→ Professional development for instructional assistants. Oftentimes instructional assistants, or 
paraprofessionals, are utilized to provide one-on-one or small group tutoring for students. As schools work 
to reallocate resources for the improvement of core instruction, an opportunity exists to maximize the 
contributions of this often-underutilized support role. With the right support and training, instructional 
assistants have the potential to positively impact a teacher’s ability to accelerate learning.  Instructional 
assistants can help to create the classroom conditions that allow the teacher to deliver effective grade-
level, core content while meeting the needs of sub-groups of students who require in-the-moment 
supports for pre-requisite skills.  The Learning Acceleration Specialists will be available to support school 
leaders with training workshops designed to strengthen instructional assistants’ knowledge and 
understanding of the importance of their role as well as practical approaches to assist them in developing 
the competence and confidence to help maintain order in the classroom and partner with the classroom 
teacher to make a positive impact on student learning. 
 
2. 
Propose a service that will meet the requirements of the ESSER II Grant to support local recovery needs and 
efforts in response to COVID-19. Include in your response how your proposal meets one of the three defined 
priority lanes for funding: 
• 
Learning Loss 
• 
After-School Enrichment 
• 
Summer Programming 
 
Imagine a 3rd grade teacher has planned to teach their students to represent fractions on a number line. 
Because a subset of their students did not successfully master representing whole numbers on a number 
line, a skill they would have learned had they not missed that chunk of instruction in 2nd grade, a decision 
is in order. Where’s the right place to start? Rather than be derailed, the teacher employing learning 
acceleration determines that students who need it will be provided a number line with equally spaced 
points representing whole numbers. The teacher meets briefly before the lesson with the small group to 
introduce the scaffold and share how they’ll use it in the upcoming lesson. A gap is filled, students are not 
relegated to the back of the classroom during core instruction to catch up on a skill they missed, and the 
learning moves forward. 
 
This is an example of providing students with best, first instruction. We are choosing to address ADE priority 
lane, learning loss, as opposed to after-school enrichment or summer programming because of our passion 
around students having access to universal Tier 1 instruction in the classroom during the regular school 
day. This proposal focuses on the commitment to improve the quality of Tier 1 instruction. This will provide 
Page 20 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
students with the opportunity to learn standards-based, grade-level content and skills the first time they 
receive instruction.  
 
→ Key Process: Landscape Analysis 
NIET (National Institute for Excellence in Teaching) has created a guidance document (Learning Recovery 
and Acceleration Planning Guide) to assist schools in conducting a landscape analysis to determine “what 
learning loss has occurred and the greatest challenges faced by teachers and principals.” The process 
includes an analysis of assessment, demographic, and attendance data, as well as interviews with staff to 
better understand trends found in the data and what is needed to close the identified learning gaps and 
accelerate learning for all students. This analysis will be conducted in the first period of program 
implementation. A companion document (Learning Recovery Data Deep Dive) will also be used to guide 
the analysis. This document advises to pay close attention to content that is the grade-level focus area and 
serves as a “gatekeeper” for progress (e.g., Number Sense in grades 3-5; Phonemic Awareness in grades K-
3). This type of analysis will assist schools in being intentional with the prioritization of support.  
 
Note: Pre-application data analysis provided high-level information to inform preliminary planning. All 
participating LEAs have high poverty schools. Trends from state assessment results show a dip in math and 
ELA proficiency across all subgroups. Across the participating LEAs, identified subgroups that demonstrated 
no proficiency included American Indian/Alaska Native; Homeless; Limited English Proficient; Students with 
Disability. 
 
→ Key Strategy: Support Tier 1 Instruction by Building Capacity of Teachers and Leaders 
The guidance documents advise that a next step is to determine which researched-based strategies will 
best support learning recovery and accelerate learning. We will focus on Strategy 1: support strong Tier I 
instructional practices through building the capacity of teachers and leaders with professional learning. 
Learning Acceleration Specialists will be prepared to build the capacity of teachers to support strong Tier 
1 instructional practices. They will: 
 
• Assist in the examination of achievement data to determine student groups experiencing the greatest 
learning loss. 
• Provide teachers with the tools and approaches to accelerate learning built on a foundation of 
formative assessment. 
• Communicate an in-depth understanding of mathematics and English language arts standards to co-
plan and co-deliver lessons, units, and assessments designed to accelerate learning. 
• Provide student-centered coaching built on collaboration and a shared vision of student success. 
• Partner with school leaders to assess teacher readiness to implement effective instructional practices 
that accelerate learning. 
• Design and facilitate professional development, adjusting support for teachers based on need. 
• Work with teachers and leaders to measure the impact of Learning Acceleration strategies. 
• Foster culturally responsive teaching practices and supportive classroom communities. 
• Strengthen teacher efficacy as instructional decision makers.  
• Influence mindsets related to school-wide implementation of a strong universal, core instructional 
program and the notion that ALL students can achieve grade-level mastery with the right instruction 
and supports. 
Page 21 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
→ Tools, Tactics, and Mindsets 
Teachers who commit to learning acceleration believe that all of their students deserve access to grade-
level content, that there isn’t time to wait until after academic gaps are filled, and that students can be 
successful with the right targeted support.  But even the most experienced, well-intentioned teacher may 
not have the resources and the know-how to assess their students’ needs and integrate unfinished learning 
into new learning.  The Learning Acceleration Specialists will work with teachers, teacher-leaders, and 
principals to develop and refine the tools, tactics, and mindsets needed to successfully implement Learning 
Acceleration. 
 
Tools 
Tactics 
Mindsets 
• Real-time assessments to 
assess essential pre-
requisite skills 
• Filling in the most critical 
gaps at the moment it’s 
needed. 
• Prioritizing access to grade-level content 
without delay 
• Scaffolds 
• Anchor Charts 
• Providing just in time 
support to get students on 
the fast track to grade 
level. 
• Believing that students of color and those from 
low-income families are ready to engage with 
grade-level work. 
• Addressing inequity head on by focusing on 
closing learning gaps for ALL students. 
• Success Starters and Jump 
Start Lessons 
 
• Sparking student interest 
and curiosity in the new 
learning. 
• Abandoning the notion that students need to 
go backward to fill in learning gaps. 
• Adapted materials 
• Realia and Manipulatives 
• Building Background for 
greater understanding of 
new learning. 
• Understanding that there are proven strategies 
to accelerate learning.  They may not be new, 
but they require a new level of focus. 
• Standards Walls 
• Closing the Vocabulary 
Gap. 
• “My students could be successful on this 
upcoming unit if they only knew _______.” 
 
3. 
Propose a service that is evidence based and supports local recovery needs and efforts in response to 
COVID-19. Include in your response how your proposal meets the requirement of being evidence based. 
 
Through our close work and relationships with teachers and school leaders, we’ve recognized the 
challenge they face to address learning loss while also ensuring all students’ equitable access to rigorous 
grade level content. Research on Learning Acceleration proposes a system to address learning gaps while 
moving learning forward. 
In Accelerate, Don’t Remediate: New evidence from Elementary Math Classrooms, TNTP presents evidence 
from a study conducted by Zearn, the nonprofit educational organization behind Zearn Math, showing 
positive outcomes for students in classrooms where teachers are employing Learning Acceleration 
approaches. Zearn looked at more than 2 million students in over 100,000 elementary classrooms during 
the 2020-2021 school year and found that students who were taught key missed concepts by strategically 
building them into on-grade level learning through “just-in time” supports struggled less than those 
Page 22 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
students who started at the same level but experienced remediation instead.  The findings indicate that 
students who experienced Learning Acceleration completed 27% more grade-level lessons than students 
who started at the same level but experienced remediation instead.  According to the research, students 
of color and those from high-poverty schools were more than twice as likely to be remediated.  They note 
that, “while acceleration involves specific changes to instructional practice, it also requires a fundamental 
shift in mindset.” 
 
 
 
 
 
 
 
 
 
 
 
 
It’s early still in efforts to recover academically from the interrupted learning related to the impact of 
COVID-19 school closures which means a need exits for more studies on the implementation of Learning 
Acceleration. However, overall, the approaches that constitute Learning Acceleration have already shown 
to be effective at improving student outcomes. For example, in John Hattie’s study Visible Learning, he 
ranked 138 influences on student achievement using the statistical measurement of effect size to describe 
the impact of an influence on student achievement. A well-designed and well-implemented meta-analysis, 
the study indicates that the influences with an effect size of 0.4 or greater can produce effects that give 
students an opportunity to make significant progress when implemented with fidelity.  
Ensuring Learning Acceleration for all students requires moving beyond general principles and broad 
recommendations. Instead, teachers must make informed decisions about what students still need to 
learn and how best to impact their success by focusing on specific strategies proven to work. Two 
examples are integrating prior knowledge and scaffolding. 
 
Integrating prior knowledge is one of the most powerful teaching strategies. With an effect size of 0.93, 
it’s clear how essential it is that teachers help students to make connections between new learning and 
their prior experiences. It is an opportunity to validate a student’s culture and facilitate greater interest in 
Evidence of Support Study #1: Accelerated Learning 
Citation 
TNTP. (2021, May). Accelerate, don't remediate: New evidence from elementary math 
classrooms. Retrieved December 3, 2021, 
from https://tntp.org/publications/view/teacher-training-and-classroom-
practice/accelerate-dont-remediate 
WWC Rating 
Meets What Works Clearinghouse standards with Reservations 
ESSA Rating 
Tier 2: Well-designed, well-implemented quasi-experimental study using a large-multi 
scale sample. Has a statistically significant positive effect on a relevant outcome and the 
intervention improves outcomes for sub-groups.  
Evidence 
Moderate  
Study 
Outcomes 
The study shows positive outcomes for students in classrooms where teachers used 
Learning Acceleration. Students that experience Learning Acceleration have more access 
to grade level content and struggle less with grade level material. Students that 
experience Learning Acceleration regain their pre-pandemic success despite learning 
interruptions. Learning Acceleration is particularly effective for students of color and 
those from low-income families.  
Relevance to 
Project 
Learning Acceleration provides teachers with a high-leverage process to help students 
recover from missed learning during COVID 19 school closures by using tools, tactics, and 
mindsets to get students access to grade level content quickly and to ensure all students 
master essential grade level content.    
Page 23 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
the material. And it is particularly salient in this time of learning recovery to foster students’ sense of 
belonging and connection through a concerted effort to understand what students bring with them to the 
classroom. When accelerating learning, it is important that teachers are able to determine quickly what 
students know and what background they may need to develop.  
Scaffolding is another evidence-based instructional strategy key to effectively accelerating learning. Hattie 
found an effect size of 0.82 for scaffolds. As teachers grapple with how to best support their students in 
real time to successfully master grade level concepts, even when there are aspects of the task that the 
student cannot yet manage, it will assist them to have a repertoire of instructional scaffolds from which 
to draw. For example, describing a concept to students in a variety of ways, teachers may employ visual 
supports, provide realia, increase the time they have to practice, or provide a jump start vocabulary 
lesson.   
Select Learning Acceleration Techniques 
Visible Learning Influence 
Effect Size 
Learning Goals 
Clear Goal Intentions 
0.48 
Building Background 
Strategies to Integrate Prior Knowledge 
0.93 
Scaffolds 
Scaffolding 
0.82 
Vocabulary 
Vocabulary Programs 
0.62 
Formative assessment 
Providing Formative Evaluation 
0.48 
Feedback 
Feedback 
0.73 
Motivation 
Motivation 
0.42 
Student efficacy 
Self-Efficacy 
0.92 
Cooperative learning 
Cooperative learning 
0.40 
 
Evidence of Support Study #2: John Hattie’s Influences 
Citation 
Hattie, J. (2009). Visible learning: A synthesis of over 800 meta-analyses relating to 
achievement. Corwin. 
WWC Rating 
Does not meet What Works Clearinghouse standards 
ESSA Rating 
Tier 3: Well-designed, well-implemented correlational study with a large-multi scale 
sample. Has statistically significant positive effects on relevant outcomes. 
Evidence 
Promising 
Study Outcomes 
In the study, each influence is assigned an effect size. Influences with an effect size 
of 0.4 or greater are likely to have a positive impact on student achievement.  
Specifically, an effect size of 0.4 correlates to one year’s growth over 1 years’ time.  
Relevance to 
Project 
To accelerate learning for all students requires that we focus on specific 
interventions, approaches, and strategies that are known to produce at least one 
year of growth over one year’s time. This is the growth that every child deserves. 
With school disruption due to COVID 19, many students need more than one year’s 
growth over 1 years’ time.  
 
In Student-Centered Coaching, the coach partners with teachers to design learning experiences rather 
than simply observing a teacher in action.  In this way, the coach shares in the responsibility for moving 
students forward. The Learning Acceleration Specialists will be embedded in classrooms to help build 
teacher capacity to deliver accessible and equitable core instruction designed to meet the needs of all 
Page 24 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
students. They will employ Student-Centered Coaching to foster deliberate planning and reflection based 
on the use of formative data and student work. 
When considering the role of the Learning Acceleration Specialist, it was important to review available 
research on Student-Centered Coaching. The approach is appealing in that it is not prescriptive and 
focuses coaching on goals for student learning. But how has Student-Centered Coaching been shown to 
impact teaching and learning? 
In 2018, KickUp, an independent K-12 evaluation firm, conducted a study in which they found that 
students grew an average of 68% proficiency over the course of a single coaching cycle. The study also 
concluded that coaching on student outcomes, rather than teacher practice, increased teachers’ use of 
best practices and teachers reported feeling safer to take risks and adopt new practices. 
 
Evidence of Support Study #3: Student-Centered Coaching 
Citation 
Sweeney, D. (2019, January 3). White paper: Research study on the impact of 
Student-Centered Coaching. Central Rivers AEA. https://central-rivers-
juiceboxinteract.netdna-ssl.com/wp-content/uploads/2018/12/White-Paper_-
Research-Study-on-the-Impact-of-Student-Centered-Coaching-revised-on-1.3.19.pdf  
WWC Rating 
Does not meet What Works Clearinghouse standards 
ESSA Rating 
Tier 3: Well-designed, well-implemented correlational study with a large-multi scale 
sample. Has statistically significant positive effects on relevant outcomes. 
Evidence 
Promising 
Study Outcomes 
Students grew an average 68% proficiency in a 4-6-week coaching cycle. Teachers 
increase in their effectiveness in the implementation of effective research-based 
teaching practices including the use of formative assessments, planning instruction, 
differentiating instruction, direct modeling, delivery of focused lessons, and 
conferring with students. 
Relevance to 
Project 
Student-Centered Coaching will ensure teachers will be successful with 
implementation of Learning Acceleration strategies through coaching cycles resulting 
in high levels of student mastery of essential grade level content.  
 
Learning Acceleration is an evidence-based instructional framework, that will fast-track students access 
to grade-level academics. John Hattie’s research confirms which targeted supports have the most 
potential to ignite interest, set students up for success, and accelerate learning opportunities. Student-
Centered Coaching also directly impacts student learning and provides teachers with the support and 
feedback they need to build their Learning Acceleration tools, tactics, and mindsets. 
 
 
 
 
 
 
 
 
 
 
Page 25 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
II. 
EXPERIENCE/EXPERTISE/RELIABILITY 
 
2. 
Describe your experience in designing and delivering a proven and effective evidence-based programming 
around your proposed program/project area:  
 
Our proposed project (Learning Acceleration Partnership) will deploy a highly skilled educator corps 
(Learning Acceleration Specialists) into the field to work side-by-side with teachers to ensure all students 
have access to high-quality Tier 1 instruction. Our agency has extensive experience in designing and 
delivering evidence-based programming to support this initiative.  
 
→ One of those areas of experience is the training and deployment of an educator cadre to support LEA 
implementation of high-quality observation cycles and school-level 
professional development focused on instructional practices 
designed to boost student learning. We employed a collaborative, 
multi-data point hiring process focused on competencies to ensure 
high-quality candidates. Before they were deployed into the field, 
we provided intensive training on educator evaluation tools and 
processes and then we provided on-going training to ensure rater 
accuracy. Our professional development program for peer 
evaluators ensured the teachers they supported would receive 
content- and pedagogy-specific feedback and that the observation 
cycle provided an opportunity for a teacher and evaluator to engage 
in an intentional, on-going, data-driven dialogue designed to 
improve classroom instruction and student academic progress. Our 
Peer Evaluator program has been one of our major successes. This 
example serves to highlight our capacity and ability to hire a large 
number of educators, train them effectively, and deploy them to the 
field.  
 
→Another area of experience is our advanced knowledge of the tools, tactics, and mindsets it will take 
to implement the Learning Acceleration Partnership. With 10+ years of experience implementing 
observation-aligned professional learning, we have a team in place that understands real-time 
assessment, progress monitoring, standards prioritization, learning progressions, small group 
management, etc., which are the inputs/resources needed to effectively plan/operate our proposed 
project.  
 
→Another area to highlight is our extensive experience with data and data-driven decision-making. We 
collaborated with the Arizona Department of Education over multiple years to build a data management 
system utilized by 15+ school districts to implement Human Capital Management Systems and have 
continued this work into the present day. We have worked to define data inputs, established growth 
measures, combined measures to produce educator evaluation ratings, trained LEA educators on data 
use, and implemented robust Educator Goal Plans aligned to educator evaluation results.  
 
 
Page 26 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
Connection to designing and delivering evidence-based programming to support the proposed Learning 
Acceleration Partnership: (1) Deployment of educator cadre to accelerate student learning; (2) Expertise 
in design, development, and implementation of professional learning; and (3) Expertise in data 
management and building systems to support data driven decision-making. 
 
2.1 
Company history: (see explanation above in 2.0) 
 
2.2 
Location: Phoenix, AZ  
2.3 
Number of years in business: (see explanation above in 2.0)  
 
3. 
Describe your experience in working effectively with Arizona students and school communities to provide 
proven, effective evidence- based strategies. 
 
In our role as an education service agency, we have had many opportunities to build alliances with 
district/school communities and support in the delivery of effective evidence-based strategies. Through 
these efforts, our agency has built mutually respectful and trusting relationships with partner LEAs which 
is a crucial component in achieving successful outcomes in this proposed scope of work. Several examples 
are included below. 
 
→ Accelerated Learning Task Force: In the spring of 2020, we formed an Accelerated Learning Taskforce 
to develop a plan for working with school leaders and teachers to support students who had fallen behind 
due to the COVID-19 pandemic.  The taskforce rallied to design and communicate support strategies 
aligned to the common vision of instructional improvement. For example, the Learning Observation 
Instrument element, Content Accessibility, reminds teachers to employ verbal and instructional scaffolds 
to support students to access grade level content. Tools were developed to assist teachers in performing 
and tracking real time assessments to identify gaps in essential pre-requisite skills. Materials were 
developed and added to the Learning Library (a component of the data management system), such as 
self-led PDs, podcasts, and infographics, to support teachers to understand and implement success 
starters, scaffolds, and learning progressions.  The taskforce met regularly to refine approaches, prioritize 
activities, and plan for next steps in supporting teachers with a focus on what students need now, not just 
on what they missed. This content also informed the work and communication of peer evaluators who 
met and worked alongside teachers regularly in and outside of Learning Observation Instrument 
observation cycles. 
 
→ Opportunity Culture Initiative: Implemented the Opportunity Culture initiative in five LEAs to identify 
excellent educators and extend their reach to high-need students. This included facilitating design 
sessions with school teams to engage in job redesign to create hybrid teaching roles that would keep the 
best teachers in direct contact with students. A key idea was that students who were lagging academically 
could catch up from behind and then move ahead each year they had access to an excellent teacher. One 
of these roles, the Multi-Classroom Leader is described in the response to Question 8. 
 
→ Human Capital Leadership in Education: Supported school leadership across multiple LEAs in attaining 
HCLE certification and supported their implementation of HCLE standards to enhance their human capital 
management practices and inform workforce decision-making at the school level. Most recently, 
participants attended a series of eight live virtual class meetings and two optional office hours sessions, 
completed extensive online collaborative coursework, and participated in robust discussion boards. 
Page 27 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
Content included: managing key human capital decisions in areas such as workforce planning, 
recruitment, hiring, placement, compensation, promotion, and professional development; balancing 
strategic and transactional HR practices; building a cohesive HCMS through branding and communication; 
maximizing the use of data for continuous improvement; and adhering to relevant federal laws and 
regulations impacting education organizations.  
 
→ Stay Interviews: Developed materials, training, and processes to support multiple LEAs in 
implementation of Stay Interviews as a teacher retention strategy. Stay Interviews are designed to be one-
on-one conversations with a staff member about what keeps him or her coming back to campus each year 
and explore which factors contribute to a positive work experience and which factors may lead to 
unwanted teacher exits. Data show that staff members who feel heard are more engaged, and higher 
engagement leads to better student and peer group outcomes. By scheduling this time with educators 
and asking thoughtful, probing questions, school leaders build trusting relationships and create 
opportunity to delve into some of the topics that are too often skimmed over in daily interactions and 
check-ins. This feedback is particularly valuable because it offers an opportunity to improve working 
conditions, adjust practices, revamp communication, or offer professional development as a strategy to 
support retention of valued educators. 
 
→ Engineering Stem Identity: Worked with 10 rural and urban school districts to implement a program 
to increase student persistence and likelihood to choose STEM careers. This included redesign of course 
content and instructional practices. STEM coaching for teachers supported them in effectively developing 
STEM identity in students. 
 
→ Assessment Development: Led assessment development efforts across multiple school districts to 
design and implement pre- and post-assessments for teachers in traditionally non-tested areas (e.g., fine 
arts, physical education, social studies) to increase teacher access to student learning results. A five-year 
plan was developed and implemented which determined the subject, grade levels, six development 
stages, and key support groups. Stage 1: Developing and Writing was the largest as it included: pre-
planning work, recruitment of content experts, training, and writing a minimum of 55 test items for each 
content and grade-level combination. The following stages were integral in removing biases, ensuring 
content alignment, determine the reliability and validity of each assessment, conducting professional 
development, and item refresh. In the end, the team successful created 27 assessments which have gone 
through multiple refreshes to ensure the reliability and validity of each assessment. 
 
Assessment Development Process 
Stage 1: Developing and Writing 
Stage 2: Editing and Reviewing 
Stage 3: Field Test and Psychometric Analysis 
Stage 4: Professional Development for Implementation 
Stage 5: Operational Forms in Use 
Stage 6: Refresh Operational Forms 
 
These assessments created lasting shifts in schools. First, they provided the teachers with consistent and 
standards-based student learning data. The teachers could then assemble in collaborative learning groups 
Page 28 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
across schools to have meaningful and focused conversations about student progress. Additionally, the 
assessments and subsequent collaboration illustrated to the school and district leadership that these non-
core subjects deserved resources and support equal to ELA and math. Thus, many LEA's carved out time 
in the summer or during early release schedules for their special area teachers to do collaborative work 
such as writing common curriculum or analyzing data. The Maricopa County School Superintendent's 
Office also supported the collaborative work of special area teachers by providing hundreds of hours of 
professional development and personalized coaching specific to the special area teachers in LEAs 
participating in the Teacher Incentive Fund grants.   
 
→ Observation Instrument Development: Led cross-district stakeholder meetings to create observation 
instruments for teachers, instructional coaches and school leaders that served as a foundation for a 
common vision of instructional improvement in 15+ school districts. The Learning Observation Instrument 
is entirely student-focused (e.g., Critical Thinking, Student-to-Student Interaction, Authentic Engagement). 
 
→ Culturally Responsive Teaching: Created connections document to support teachers in multiple LEAs 
think about how instructional planning and decisions 
impact student success. It is aligned to common 
observation elements, but especially supports 
content accessibility and relationships. 
 
→ Implementation of Arizona Common Core 
Standards professional development workshops: 
Supported LEA transition to the new Arizona 
Mathematics and ELA Standards to build capacity of 
educators to improve student learning and to develop 
and maintain positive, collaborative relationships 
with stakeholders. 
 
→ Qualified and Certified Evaluator Training: Supported multiple LEAs with ongoing qualified and 
certified evaluator training around a common vision of instructional improvement so that classroom 
teachers, instructional coaches, and building level administrators would receive high-quality feedback 
designed to increase student achievement. Qualified evaluator training for building-level administrators 
ensured all evaluators could accurately use the observation instruments to correctly identify a teacher’s 
instructional effectiveness level in a controlled setting. Certified evaluator training ensured that 
evaluators were maintaining accurate ratings out in the field.  
 
 
 
 
 
 
 
 
 
Page 29 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
4. 
Describe your experience in securing gifts, grants, and donations from other sources to supplement and provide 
continual support to school communities and how your program/project can be sustainable by the school, 
nonprofit, tribe and/or city/state entity beyond the project end date. 
 
Our experience as an agency has been focused on bringing LEAs together to form partnerships to solve 
education’s toughest challenges, especially in the areas of educator recruitment, retention, support, and 
development – for the ultimate goal of student success.  
 
→ Securing federally funded Teacher Incentive Fund (TIF) grants and an Investing in Innovation (i3) grant. 
These opportunities to lead implementation efforts have resulted in sustainable efforts for participating 
LEAs. LEAs have continued their performance-based evaluation and compensation systems. HR policies 
have been revised to support workforce 
decision-making. Salary structures have 
been redesigned. Career pathway roles 
have been redesigned and funded. Tools 
and resources have been developed and 
remain accessible, including a data 
management system, to guide LEA 
efforts. STEM courses have been 
redesigned. Theory, knowledge, and 
practices for K-12 STEM education have 
been developed and advanced. 
 
→ The Learning Acceleration Partnership has been designed with sustainability in mind and is reflected in 
the Logic Model (see section 7). During participation, LEAs will receive necessary support to provide high-
quality universal Tier 1 instruction via the Learning Acceleration Specialist Corps. Upon completion, 
educators will have internalized and operationalized approaches to addressing student needs to 
successfully master essential grade level content. Less time, money, and energy will need to be devoted 
to intervention programming and materials. There will be greater collective efficacy as teacher groups 
leverage grade level and professional learning communities to plan instruction and examine student work. 
Teacher retention will be improved which will reduce burden and hiring costs. All materials will be 
available on an ongoing basis. There will not be ongoing personnel costs. All future costs will be able to 
be funded through existing revenue streams and through cost savings as a result of program participation.  
 
5. 
The qualifications of Key Personnel. Describe their educational background, experience working with the 
proposed population, and previous experience with the types of activities to be conducted under the Grant.  
Complete Attachment 2, Key Personnel.  Attach resumes for each of the key personnel proposed.  
 
Key Personnel possess a great deal of experience across all major educational roles including multiple 
grade levels of classroom teaching, coaching, principalship, school and district administration, and county-
wide collaborative work. These carefully selected personnel also exhibit proven expertise in the critical 
arenas of curriculum development and implementation, assessment development and deployment, data 
management, training facilitation, leadership of personnel, strategic planning, and grant management. 
The combined impact of these personnel will equip participating schools to have an immediate and lasting 
Page 30 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
influence on student success through high-quality accelerated learning programs with clearly defined 
processes, goals, and monitored outcomes.   
 
Listed below are biographical briefs on each of the key personnel. Resumes for key personnel are included 
in Attachment 11.  
 
Dr. Lori Renfro, Program Administrator | Assistant Superintendent for HCMS: 
Doctor of Education, Educational Leadership.  
Extensive experience in many levels of education, including: K-8 classroom teaching in high-poverty schools 
including special populations/ESL; held positions as Curriculum Director, Staff Development Coordinator, 
Instructional Coach, School Team Coach, Assistant Superintendent and Program Director at the office of 
the Maricopa County School Superintendent; extensive experience with both specialized- and school-wide 
curriculum development and deployment, staff development programs, and grant management; 
evaluation and appraisal rubrics, instruments, and guidebooks.   
Kendra Moreno, Program Manager: 
Master of Arts, Educational Leadership.  
Extensive experience in: classroom teaching in high poverty schools, teacher mentorship, teacher 
evaluations, development and delivery of professional learning including SEI/SIOP training, development 
of continuous improvement plans, formative assessment data dialogue systems, creation of templates 
and resources for implementation of new systems and tools, supervision of staff at the office of a county 
elected official; has held positions as Assistant Principal, Principal, and Principal Administrator; Project 
Lead for multi-million dollar federal grant focused on improving student outcomes through effective 
classroom instruction. 
Eric Hockman, Data Management System Administrator: 
Master of Arts, Education, Administration and Supervision.  
Experience in: classroom teaching, Professional Learning Community leadership and facilitation, SIP 
Strategic Planning, curriculum development and implementation, teacher evaluation and support, 
professional development design and presentation. Expertise in Data Management System (DMS) 
development, maintenance, and use; development of guidebooks and toolkits for DMS users; resource 
allocation and annual prioritization of development activities; database maintenance and auditing.  
Emily Powell, HCMS Administrator: 
Master of Business Administration, Leadership.  
Proven success in: developing systems for staff recruitment and retention (particularly for specialized 
positions), budget management, increasing district capacity for strategic planning and organizational 
development. History of federal grant budget management; designing and implementing systems for LEA 
human capital management, including the training of practitioners and the creation of toolkits, 
guidebooks, and resources. 
 
Page 31 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
Marc Kuffner, Assistant Superintendent for Economic Management: 
Master of Business Administration. 
Established expertise in: business management, project and operations oversight, contractual preparation 
and interpretation, government procurement and legal compliance, strategic direction, fiscal and resource 
management. 
Additional program staff will also include the following positions (resumes have also been included for 
these positions in Other Attachments):  
Michelle Yerkes, Professional Development Coordinator:  
Master of Arts degree in Elementary Education.  
Extensive experience in: the development and coordination of new teacher induction programs, 
professional development, and coaching programs (focused particularly on accelerated learning, PLCs, and 
student-centered coaching); designing processes and measurable plans for closing achievement gaps, 
establishing equitable practices, and providing a guaranteed and viable curriculum to improve student 
outcomes.  
Leslie Beauchamp, Field Specialist:  
Master of Science degree in Educational Leadership and Policy Studies 
Extensive experience in: supporting school-level leaders to build systems and increase school-level capacity 
to accelerate student learning; designing and delivering professional development for superintendents, 
building-level administrators, teachers, coaches, and peer evaluators; leadership coaching for principals, 
assistant principals, and other building-level administrators; working with stakeholders to implement 
change initiatives; conducting co-observations to establish and provide support for inter-rate agreement. 
Learning Acceleration Specialists (20):  
These positions will coach, model, and co-lesson plan with classroom educators; influence school-wide 
Learning Acceleration strategy implementation; design and facilitate year-long professional development 
and supports focused on accelerated learning; conduct student needs analysis used to identify 
achievement strengths and high-priority areas for improving student learning; and collect and analyze 
teacher and student data to provide individualized support on teacher goals. The job description is 
included in Other Attachments. 
Additional positions (2) will support program implementation and are reflected in the budget narrative.  
 
5.1  
Resumes or curriculum vitae (CV) that includes personal information such as home address, phone 
numbers, social security numbers, etc., should be redacted as documentation will become public 
information after award of a contract.   
 
Note: Resumes have been attached for key personnel (Attachment 11). Personal information has been 
redacted. 
 
 
 
Page 32 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
6. 
Describe two (2) major accomplishments that demonstrate the Applicant’s effectiveness and capacity to 
provide services that meet the goals of the Grant. 
 
In terms of the goal to accelerate academic success for students, there are two major accomplishments 
we would like to highlight that demonstrate our effectiveness and capacity to provide services to support 
the Learning Acceleration Partnership. 
 
Major Accomplishment #1: Supporting Quality Classroom Instruction Through a Global Pandemic 
 
Our agency is currently supporting multiple LEAs with an initiative designed to increase access of students 
to effective educators. At the beginning of the 2020-21 school year, it was evident that it was going to be 
a tough year for educators and the students they were charged with instructing. To support LEAs with 
continuing teacher observations in virtual settings, we created a Virtual Scoring Practices Guidance 
document that was aligned with their observation instruments. The peer evaluator cadre that supports 
educators received specialized training to reduce educator angst over effective implementation of virtual 
observations. For example, teachers were worried about how to effectively engage students in virtual 
student-to-student interactions. Peer evaluators also received additional support via virtual scoring 
practices calibration sessions to ensure effective implementation in the field. Everything was about trying 
to take what we know is good instruction and finding models, tools, and examples for how that good 
instruction can still happen virtually. It was about redefining pre-observation and post observation cycles 
to ask the right questions about what teachers were needing to adapt to virtual instruction and providing 
models and examples. Between October 2020 and March 2021, 537 observation cycles for teachers had 
been completed, exceeding state expectations. We also supported educators by introducing the concept 
of Accelerated Learning and creating and publishing an Accelerated Learning Playlist in the Learning 
Library, part of the data management system. This included a 5-part self-led PD called, How to Reverse 
the COVID Slide: Planning for Acceleration.  
 
Major Accomplishment #2: Increasing Student Access to Effective Instruction via Implementation of 
Multi-Classroom Leader Roles 
 
For the last six years, our agency has been working with five LEAs on a goal of redesigning their systems 
to accelerate students’ access to effective educators.  With technical support from Public Impact, our 
agency implementation team partnered with schools to implement an Opportunity Culture which seeks 
to identify instructional excellence and then extend the reach of the most effective teachers.  A 
cornerstone of the schools’ OC models is the Multi-Classroom Leader role (MCL).  Teachers from schools 
who have demonstrated effective classroom practices, high student growth, and strong leadership 
potential were selected to directly reach more students than just those in their own class, and to coach 
and support small groups of teachers.  For an MCL, planning, co-teaching, and even modeling excellent 
instruction is rooted in their experience as exceptional classroom teachers.  Seeing a new role like the 
MCL come to life was a very rewarding experience. To support MCLs efficacy and effectiveness in 
observing instruction in a peer’s classroom and providing feedback, we engaged MCLs in professional 
learning around Student-Centered Coaching.  In contrast to typical formative classroom observations, the 
idea behind Student-Centered Coaching is not to identify areas of growth and “coach” the teacher. Rather, 
Student-Centered Coaching is a collaborative process whereby the teacher and their MCL measure the 
Page 33 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
impact of instructional practices based on student progress. MCLs share in the responsibility for the 
students’ learning; they are as invested and accountable for student growth as the classroom teachers 
they support.  The approach leads to trusting partnerships with their team teachers that result in honest 
reflection about the cause-and-effect relationship between student learning and teacher knowledge and 
actions. Grounded in student learning, MCLs conduct coaching cycles with individual team teachers in 
their classrooms.  A cycle begins with a co-planned lesson.  From there, the teacher and coach engage in 
dynamic coaching “moves” during the lesson which include co-teaching, naming and addressing 
challenges in real-time, micro-modeling, and collection of student evidence to guide a future planning 
conversation. Based on the book Student-Centered Coaching: The Moves by Diane Sweeney and Leanna 
S. Harris, our professional development team provided ongoing professional learning to the Multi-
Classroom Leaders on Student-Centered Coaching.  As a result, MCLs are equipped to play a critical role 
in promoting increased teacher capacity for student data analysis and instruction design. 
  
7.  
Describe a proposed three (3) year implementation program to include a schedule of evaluations to measure 
effectiveness and plan for program sustainability. 
 
Three Year Implementation Program 
Upon award, the Learning Acceleration Partnership will launch into a three-year implementation plan that 
concludes September 30, 2024. To guide implementation efforts, a logic model was developed to support 
design, planning, communication, and evaluation (see Logic Model below). 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Page 34 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
→ Year 1 will be divided into two implementation periods. Period 1 will run through June 2022. Period 2 
will run from July 2022 through September 2022. Key activities have been identified and are included in 
Questionnaire Section I.1. The table below lists a sampling of Year 1 proposed activities, driven by the 
Logic Model. 
 
Year 1 Proposed Subset of Key Activities 
Period 1 (February-June) 
Period 2 (July-September) 
• 
Conduct landscape analysis (NIET 
Learning Recovery Data Deep Dive)  
• 
Launch hiring plan for Learning 
Acceleration Specialist Corps  
• 
Launch Onboarding Plan for Learning 
Acceleration Specialist Corps 
• 
Finalize program evaluation activities 
• 
Refine PD Scope and Sequence and plan 
for summer intensive 
• 
Facilitate Data Support System user setup  
• 
Refine Learning Acceleration resources 
for the Learning Library 
 
• 
Launch Summer Intensive for Learning 
Acceleration Specialists 
• 
Launch yearlong school-level professional 
development plans focused on Learning 
Acceleration.  
• 
Administer Learning Acceleration readiness index 
to measure skill/will levels of teachers and 
differentiate support 
• 
Observe and provide feedback on student-
centered coaching cycles 
• 
Meet with individual principals to assess capacity 
for creating a shared vision, supervision of 
instruction, and monitoring the implementation 
of Learning Acceleration strategies  
• 
Launch teacher efficacy survey  
 
Page 35 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
→ 
Years 
2 
and 
3 
of 
the 
implementation plan will be driven 
by the inputs, activities, and outputs 
outlined 
in 
the 
Learning 
Acceleration 
Partnership 
Logic 
Model (see visual to the right). Key 
activities for Year 2 will include the 
deployment 
of 
the 
Learning 
Acceleration Specialist Corps to 
assigned schools/teachers based on 
the results of the Landscape Analysis 
and Readiness Index. The Learning 
Acceleration Specialist will co plan, 
co-teach, and co-create formative 
assessments. 
The 
Learning 
Acceleration Specialists will be 
supported 
by 
the 
Professional 
Development Coordinator and a 
Year 2 PD scope and sequence (see 
in Attachment 5, Section I.1). School 
leaders will also be supported by the 
project lead and Field Specialist who 
will engage in conversations, data 
review, and planning necessary to 
rise to the challenge of leading a 
school engaged in the work of 
learning acceleration.  
 
Moving into Year 3, the Field Specialist will work with principals to analyze patterns of teacher progress 
to inform staffing decisions related to the distribution of teachers who have demonstrated effective 
learning acceleration practices and strong student growth. In addition, principals will be encouraged to 
identify leaders among the teachers and coaches to build their leadership capacity, provide mentor 
opportunities, and actively seek to retain them to safeguard a stronger and sustainable school-wide focus 
on sound Tier 1 instruction. Year 3 will include continued targeted classroom support and professional 
development for teachers new to or struggling with implementing Learning Acceleration. Learning 
Acceleration Specialists will be assigned individual teachers and differentiated groups to identify high 
priority areas that will contribute to teachers’ commitment to learning acceleration strategies. The Year 
3 professional development planning will support the non-negotiable academic priorities and ensure 
teachers have built the capacity to sustain implementation. Schools will be able to capture video of the 
effective implementation of instructional scaffolds and film interviews with teachers sharing their 
planning process to enhance materials and programming for new hires. Training and materials will be 
available to support teachers still developing their asset-based mindset to create culturally relevant and 
responsive learning experiences. The table below lists a sampling of Year 2 and 3 proposed activities, 
driven by the Logic Model. 
Page 36 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
 
Year 2 and 3 Proposed Subset of Key Activities 
Year 2  
(October 2022-September 2023) 
Year 3  
(October 2023-September 2024) 
• 
Deployment of Learning Acceleration 
Specialist Corps 
• 
Launch of Year 2 professional learning scope 
and sequence for Learning Acceleration 
Specialists 
• 
PD Coordinator coaching of Learning 
Acceleration Specialists receive ongoing 
coaching 
• 
Differentiated support for school leaders to 
support program implementation 
• 
Implementation of school-level year-long PD 
plans 
• 
Launch of videorecording as a professional 
learning strategy based on school needs 
• 
Stay Interview implementation 
• 
Continue deployment of Learning Acceleration 
Specialist Corps 
• 
Launch of Year 3 professional learning scope 
and sequence for Learning Acceleration 
Specialists 
• 
Support principals to analyze patterns of 
teacher progress to inform staffing decisions 
• 
Continue targeted classroom support and 
professional development for teachers new to 
or struggling with implementing Learning 
Acceleration 
• 
Capture video of the effective implementation 
of instructional scaffolds 
• 
Film interviews with teachers sharing their 
planning process to enhance materials and 
programming for new hires 
 
Program Evaluation to Measure Effectiveness 
The Learning Acceleration Partnership will be supported with a program evaluation plan that will span a 
continuum of research and evaluation activities necessary to (a) support the development and 
refinement of a new intervention while (b) measuring progress towards program goals of accelerating 
academic achievement and supporting and stabilizing the educator workforce. Basis Policy Research will 
provide external program evaluation services, conducting four analyses across the lifecycle of the grant: 
fidelity of implementation, descriptive, impact, and cost benefit.  
 
Fidelity of Implementation Analysis: Basis researchers will use a three-stage implementation framework 
to understand the extent the Learning Acceleration Partnership core components were delivered as 
intended.  
 
→ Stage 1: Establish quantifiable targets that can be used to evaluate implementation. It will include 
frequency and quality of support (e.g., number of coaching cycles with Learning Acceleration Specialist), 
initiative coverage (e.g., number of teachers developing unit and lesson plans addressing critical grade-
level content), frequency (e.g., how frequently teachers deliver real-time assessments), and quality of 
delivery (e.g., how well teachers implement accelerated learning strategies) as targets.  
 
→ Stage 2: Collect the necessary data to apply the measurement framework. Potential data sources 
include a researcher-developed teacher efficacy survey, observation rubric, and programmatic data (e.g., 
professional development participation, coaching cycle participation). The research team will flag 
districts, schools, and/or Learning Acceleration Specialists with low implementation levels in one or more 
targets as well identify common areas where stakeholders are struggling to achieve high fidelity of 
Page 37 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
implementation. By identifying this information, the implementation team can identify districts, schools, 
and/or Learning Acceleration Specialists in need of additional support.  
 
→ Stage 3:  Conduct a qualitative analysis of the factors that explain why implementation differs across 
districts, schools, and Learning Acceleration Specialists. The purpose is to identify best practices that can 
be used to guide training and support. Semi-structured interviews and focus groups with key 
stakeholders across districts and schools, including administrators, teachers, and Learning Acceleration 
Specialists will be conducted, with the goal of recruiting participants at various levels of implementation 
fidelity. The focus will be on two themes: operational and social feasibility. Operational refers to the 
degree to which the Learning Acceleration intervention is meeting the needs of participating teachers 
and students. The focus will be on (a) how well the training and support prepares teachers to implement 
AL strategies and (b) how well Learning Acceleration provides students with appropriate grade-level 
instruction and assignments. Social feasibility refers to participants’ responsiveness to or acceptance of 
Learning Acceleration strategies (mindset), as well as careful consideration of the resources or supports 
(tools and tactics) needed to implement, refine, and sustain services.  
 
Descriptive Analysis of Program Implementation and Outcomes: Descriptive analyses will explore the 
relationship between implementation of Learning Acceleration strategies and instructional/academic 
outcomes for participating teachers and students. Results will be reported in the aggregate and broken 
down by district, school, and Learning Acceleration Specialists. Additionally, significant relationships 
between Learning Acceleration implementation and improved instructional and academic outcomes will 
be tested. In the correlation analyses, the Basis team will move beyond descriptive statistics in 
determining Learning Acceleration’s promise for improving instructional and academic outcomes. 
Moreover, the team will investigate correlations by subgroups of students to observe the extent to which 
programmatic supports are delivered equitably. 
 
Impact Analysis: Basis researchers will use a quasi-experimental design that employs propensity score 
matching (PSM) to produce evidence of Learning Acceleration effectiveness meeting What Works 
Clearinghouse (WWC) standards with reservations. A flag for participation will be created in the Learning 
Acceleration intervention in the instructional and academic achievement datafile, ideally longitudinal 
observation ratings and academic growth and achievement data, collected across districts to create the 
comparison group. The matching procedure will require three steps. First, logistic regression will be 
employed to estimate the probability of participation in the Learning Acceleration intervention for all 
teachers with available data. Second, the team will use the predicted probability for teachers to match 
each participating teacher to non-participating teachers with the closest propensity to their own. Third, 
in the event there is more than one teacher with propensity falling within one point of a participating 
teacher, the team will select the teacher with the closest propensity score to their own. Finally, the 
average treatment effects on teachers participating in the Learning Acceleration intervention will be 
calculated. The outcomes will include teachers’ observation ratings, retention, academic growth, and 
academic achievement. Statistical controls will be included when estimating program effects to account 
for remaining differences between groups.  
 
Cost Benefit Analysis: Cost benefit analysis will be used to quantify the ratio of financial costs to teachers’ 
instructional and students’ educational benefits, where cost is defined as the yearly financial investment 
Page 38 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
per participating teacher/student. The benefit(s) is defined in terms of short- and long-term outcomes. 
The Learning Acceleration cost benefit ratio will be benchmarked against other academic catch-up or 
acceleration interventions. Through cost benefit analysis, the implementation team and local 
stakeholders will be assisted in determining if costs associated with Learning Acceleration 
implementation are the best use of public funds. The Basis team will compare the cost-effectiveness from 
the Learning Acceleration Partnership to others with results from prior studies estimating long-term 
impacts of catch-up or acceleration interventions to project future outcomes.  
 
Evaluation Plan Overview  
The multi-year timeline for program evaluation activities is included below. The dark gray boxes indicate 
the activities that the Basis Policy Research team will lead. The light gray boxes indicate activities the 
project implementation team will lead. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Plan for Program Sustainability  
As mentioned in Attachment 5, section I.4, the Learning Acceleration Partnership has been designed with 
sustainability in mind. The Learning Acceleration Partnership model illustrates the inputs, activities, and 
resulting outputs that are designed to produce desired outcomes as evidence of change. For example, 
the visual below (taken from the Logic Model) highlights that if teachers have access to tools, tactics, and 
mindsets to implement Learning Acceleration strategies, the resulting impact could mean that less time, 
money, and energy will need to be devoted to intervention programming and materials. This impact 
outcome speaks to the embedded sustainability concepts that have been built into the Learning 
Acceleration Partnership. During participation, LEAs will receive necessary support to provide high-
quality universal Tier 1 instruction via the Learning Acceleration Specialist Corps. Upon completion, 
educators will have internalized and operationalized approaches to addressing student needs to 
successfully master essential grade level content. Less time, money, and energy will need to be devoted 
Page 39 of 71

ATTACHMENT 5 
QUESTIONNAIRE 
RFGA NO.:  BPM004016 
 
to intervention programming and materials. There will be greater collective efficacy as teacher groups 
leverage grade level and professional learning communities to plan instruction and examine student 
work. Teacher retention will be improved which will reduce burden and hiring costs.  
 
The program evaluation plan will also support sustainability efforts. Elements of the program will be 
identified that may require longer-term, alternative funding streams, and those that are one-time costs 
or those that have lower maintenance costs following initial set-up such as training teachers on learning 
acceleration strategies and formative assessment development. Basis researchers will build the 
sustainability work upon the foundation of the program evaluation’s descriptive analysis. The 
sustainability lens will also be heavily informed by the program evaluation’s cost benefit analysis, which 
will inform which program elements are worth continued investment. 
 
 
 
 
 
 
Page 40 of 71

Page 41 of 71

Page 42 of 71

Page 43 of 71

Page 44 of 71

Page 45 of 71

ATTACHMENT 10 
PROPOSED BUDGET 
RFGA NO.:  BPM004016 
 
Budget Table 
Learning Acceleration Partnership 
Budget Summary 
Budget Category 
Project 
 Year 1 
Project 
 Year 2 
Project 
 Year 3 
Total 
 1.  Personnel  
$               1,527,499  $                 2,453,886  $                 1,954,384  $                 5,935,769 
 2.  Fringe Benefits  
$                  488,800  $                    785,244  $                    625,403  $                 1,899,447  
 3.  Travel  
$                       7,468  $                         9,957  $                        9,957  $                       27,382  
 5.  Supplies  
$                     39,200  $                      20,100  $                      18,600  $                       77,900  
 6.  Contractual  
$                               -    $                    650,000  $                    650,000  $                  1,300,000  
 
 
 
 
 
 7.    Total Direct Costs  
$               2,062,967  $                 3,919,187  $                 3,258,344  $                  9,240,498  
 8.  Indirect Costs   
$                  165,037  $                    313,535  $                    260,667  $                     739,239  
 9.    Total Costs  
$               2,228,004  $                 4,232,722  $                 3,519,011  $                  9,979,737  
 
Budget Narrative 
  
Personnel and Fringe Benefits   
 
 
 
 
 
 
 
                   $7,835,216 
Includes salary and benefits cost (at the county rate of 32%) for grant staff to manage grant activities and ensure 
efficient coordination and communication across program partners along with the daily operations of the 
program. This includes the following positions: Assistant Superintendent for Human Capital Management 
Systems, Education Service Program Manager, HCMS Administrator, Data Management Administrator, Learning 
Acceleration Specialist Cadre, Professional Development Coordinator, Field Specialist, Videographer, and 
Administrative Assistant. As Year 1 is less than a full fiscal year, personnel costs show an increase in years 2-3. 
The Learning Acceleration Specialists, Professional Development Coordinator, and Videographer roles are 
budgeted for only 9 months in Year 3, as their responsibilities will conclude June of 2024. 
  
Travel  
 
 
 
 
 
 
 
 
 
 
                         $27,382  
Includes mileage reimbursement for a subset of grant staff (i.e., Field Specialist, Professional Development 
Coordinator, and Education Service Program Manager) to travel to and from participating schools; travel 
expenses associated with grant required meetings, trainings, and/or conferences; and travel expenses 
associated with monthly overnight stays in Mohave County for supporting Valentine Elementary School District. 
 
Supplies 
 
 
 
 
 
 
 
 
 
 
                         $77,900  
Includes general office supplies required for daily operations; printing costs (e.g., Learning Acceleration 
Guidebook); technology licenses (i.e., Adobe, Getty Images, Zoom); resources to train teachers and school 
leaders (i.e., Learning in the Fast Lane by Suzy Pepper Rollins; Student-Centered Coaching by Diane Sweeney); 
computer workstation and technology setups; and video production supplies. 
 
 
 
 
 
 
Page 46 of 71

ATTACHMENT 10 
PROPOSED BUDGET 
RFGA NO.:  BPM004016 
 
Contractual 
 
 
 
 
 
 
 
 
 
                                $1,300,000    
Contractual costs include:  
 
1) Program Evaluation and Data Review Services to measure program effectiveness and plan for program 
sustainability. The evaluation framework will include multiple levels of analyses such as fidelity of 
implementation analyses, descriptive analyses, cost-benefit analyses, and impact analyses.  
2) System Maintenance for the Data Management System to support Learning Acceleration Partnership. Key 
costs include: (a) Microsoft Azure cloud hosting; (b) software licensing; (c) data operations; (d) security 
monitoring; (e) manual & automated testing; (f) software development and IT operations activities; (g) 
technical support desk implementation; (h) training for end-users; (i) single sign-on implementation; and (j) 
entity and user onboarding & configuration. 
  
Indirect Costs  
   
 
 
 
 
 
 
 
                                   $739,239 
An Indirect cost rate has been applied to this budget to align with ADE’s policy to cap indirect expenses at 8%. 
Our agency does have an approved indirect cost rate and can submit documentation upon request. 
 
 
Page 47 of 71

ATTACHMENT 11 
KEY PERSONNEL RESUMES 
RFGA NO.:  BPM004016 
 
 
 
Page 48 of 71

Lori Renfro, Ed.D. 
 
 
 
EDUCATION 
• Doctor of Education / Educational Leadership, Arizona State University, 2007 
• Master of Arts in Reading / Elementary Education, Central Michigan University, 1989 
• Bachelor of Arts in Elementary Education, Saginaw Valley State University, 1984 
 
CERTIFICATIONS 
Arizona Administrative Certification (Superintendent, Supervisor, Principal) K-12 
Standard Elementary (K-8) with Reading Endorsement 
English as a Second Language (ESL) Endorsement 
 
ADMINISTRATIVE & TEACHING EXPERIENCE 
2010-present Assistant Superintendent for Human Capital Management Systems  
Program Director for TIF3, TIF4, TIF5 (Teacher Incentive Fund Grants) 
Maricopa County Education Service Agency, Phoenix, AZ 
2009-2010 
Executive Director for Performance-Based Incentives,  
Maricopa County Education Service Agency, Phoenix, AZ 
2010-2012 
Professional Development Leadership Academy Faculty Member 
 
 
Arizona Department of Education, Phoenix, AZ 
2009-2012 
Professional Development Leadership Academy School District Coach 
 
 
Arizona Department of Education, Phoenix, AZ 
2005-2009 
Staff Development Coordinator, Dysart Unified School District, Surprise, AZ 
 
 
AVID Program Director, Dysart Unified School District, Surprise, AZ 
2002-2005 
Director of Curriculum, Cartwright School District, Phoenix, AZ 
 
 
Social Studies Curriculum Coordinator, Cartwright School District, Phoenix, AZ 
1998-2001 
K-8 Instructional Coach, Cartwright School District, Phoenix, AZ 
1995-1998 
Fifth Grade ESL Teacher, Cartwright School District, Phoenix, AZ 
1988-1995 
First Grade Teacher, Cartwright School District, Phoenix, AZ 
1985-1988 
First Grade Teacher, Oscoda Area Schools, Oscoda, MI 
 
REVIEWER POSITIONS 
2020 
Teacher and School Leader (TSL) Program Peer Reviewer for USDOE 
2019 
Reviewer for the Center on Great Teachers and Leaders (Educator Shortages in Special 
Education Toolkit) 
2015 
Reviewer for Battelle for Kids (Human Resource Standards Project)  
 
LEADERSHIP POSITIONS 
2016-2018 
State participant in The Collaborative for the Continuous Improvement of Educator 
Effectiveness Systems (six-state collaborative facilitated by American Institutes for 
Research) 
2010-2015 
Facilitator, Cross-District Transition Teams (professional development; evaluation; HR) 
2005-2009 
Facilitator, Career Ladder Steering Committee; Professional Development Leadership 
Team; New Teacher Induction Committee 
2002-2005 
Facilitator, Curriculum Advisory Council / Curricular Task Forces  
2003-present Arizona School Solutions Team Member  
2000-2001 
ASU Mentor Teacher Cadre Instructor for B.E.S.T. Program  
2000-2001 
ASU Visitation Coach for B.E.S.T. Program  
1999-2001 
Cartwright School District Mathematics Academy Instructor  
1998-1999 
Phoenix Urban Systemic Initiative Academy Instructor  
1992-1999 
Cartwright School District Mentor Teacher  
Page 49 of 71

ADMINISTRATIVE ROLES / ACHIEVEMENTS 
• Managed 3 cohorts of Teacher Incentive Fund grants
totaling over $150 million.
• Created and implemented Job Description Redesign
Toolkit for use by TIF5 partner LEAs.
• Created Human Resource Alignment Innovation
Configuration Map to measure human resource
alignment.
• Authored 20 performance appraisal instruments and
aligned resources for Maricopa County Education
Service Agency.
• Facilitated communication and stakeholder involvement
across schools for all change initiatives and program
implementation and refinement for the Dysart Unified
and Cartwright Elementary School Districts.
• Managed day-to-day operations of performance based
compensation and professional development systems for
Dysart Unified School District.
• Implemented teacher evaluation system aligned to
student learning outcomes via the Career Ladder
Program for the Dysart Unified School District
• Developed and implemented data management systems
and data reporting structures for Cartwright School
District (IMSeries) and Dysart Unified School District
(iPAL).
• Facilitated development of Dysart Unified School
District’s Educational Services walk-through processes
and procedures.
• Designed and facilitated evaluation process for
ongoing monitoring of the Dysart Continuous
Improvement Plan.
• Facilitated development of Dysart Unified School
District’s first long-term professional development plan.
• Reviewed, refined, and implemented the Dysart
Unified School District’s Instructional Coaching
Program.
• Revised and implemented Dysart’s Instructional Coach
hiring process.
• Facilitated development and delivery of Dysart
Unified School District’s early-release staff
development program.
• Led development of Cartwright School District's first
Curriculum Management Plan.
• Collaborated with the Instructional Technology
department to develop and implement Dysart’s online
professional development registration system.
• Facilitated Advisory Council and Steering Committee
Meetings for the Dysart Unified School District and
Cartwright Elementary School District.
• Managed curriculum budget for Cartwright School
District and Career Ladder budget for Dysart Unified
School District.
• Provided training and support for Dysart and
Cartwright teachers and principals on how to use
data to inform instruction.
• Conducted inter-rater reliability training for Dysart
principals.
• Conducted training for Dysart instructional coaches
on teacher evaluation systems.
• Led development of coherent and clearly
articulated scope and sequence documents for
Cartwright School District.
• Designed structure for online curriculum database to
house Cartwright School District curriculum
documents.
• Developed and Implemented Dysart’s Program
Evaluation Plan.
• Designed and implemented the process for ongoing
curriculum work in the Cartwright School District.
• Facilitated development of effective school
improvement plans and provided support for schools
in the school development process.
• Led development of benchmark assessments.
Constructed test blueprints, wrote test items, created
and trained a cadre of teachers to write assessment
items for the Cartwright School District.
• Created the means to collect walk-through visitation
data with the use of a handheld computer; set up
pilot program for administrators to test the process;
supported administrators as they learned the process.
• Implemented Cartwright School District’s newly
adopted Curriculum Development Cycle,
incorporating staff development and program
evaluation as embedded processes within the
structure.
Page 50 of 71

•
“Turn on the Light: Observation Tool Connects Teacher Practice with Student Learning,”
Journal of Staff Development, 2014
•
“Focus, Feedback, Follow-Through: Professional Development Basics Guide District’s Plan,”
Journal of Staff Development, 2009
•
“You Changed My Mind About Triangles!,” in Teachers Engaged in Research: Inquiry Into Mathematics
Classrooms, Prekindergarten-Grade 2, 2006
•
The Relationship Between Teacher Career Ladder Participation Levels and Student  Achievement in an
Arizona School District, unpublished doctoral dissertation, Arizona State University, 2007
CONFERENCE PRESENTATIONS & PANEL DISCUSSION PARTICIPATION 
•
EED Engage by Design Series: Tools You Can Use (HRA Innovation Configuration Map), 2020
•
Panel Discussion: Using Evidence to Design Programs, Monitor Progress and Impact, and Drive Practice
Improvements and Sustainability Planning, Pre-Summit Evidence-Based Practices Division Meeting,
2019
•
Panel Discussion: How Best to Improve Educator Evaluation and Support Systems to Enhance Practice
and Growth and Development Options for Teachers, Collaborative for the Continuous Improvement of
Educator Effectiveness Systems (WestEd, American Institutes for Research, Center for Great Teachers
& Leaders), 2016
•
USDOE Briefing: Program Evaluation Summit, 2016
•
Sustainability Panel Discussion, Teacher Incentive Fund Western Regional Grantee Meeting, USDOE,
2015
•
Transitioning to Alternative Compensation and Stakeholder Engagement, TIF Topical Meeting, USDOE,
2014
•
Local Human Capital Management Practices for Principal Leadership, 2014
•
Focus & Fit: Two Key Strategies to Improving the Educator Workforce, Governing Board Symposium,
2013
•
Teacher Incentive Fund Measurement Issues Meeting, Other Measures Beyond State Tests, USDOE,
2012
•
Essential Elements of Change: Focus On Teacher Evaluation, Governing Board Symposium, 2011
•
Using Observation Data to Inform Professional Development, USDOE Project Director Meeting, 2011
•
Supporting High Quality Implementation, Arizona Department of Education Professional Development
Leadership Academy, 2010
•
Professional Learning 101: Provide Teachers with Specific Feedback, National Staff Development
Council Annual Conference, 2009
•
Changing Classroom Practice Through Instructional Dialogue, National School Board Technology and
Learning Conference, 2004
PUBLICATIONS 
Page 51 of 71

PROFESSIONAL OVERVIEW:  
 
10/2009 – Current 
Assistant Superintendent for Economic Management and Innovation 
Maricopa County School Superintendent’s Office, Maricopa County, Arizona  
 
Provide leadership and guidance to the Arizona Education community focusing on increasing student 
achievement. Ensure prudent administration of financial and technological affairs on behalf of County 
School Districts and Charter Schools whose cumulative budget is over $5 billion in both revenue and 
expenditure. Develop, prepare and present short term and long range financial, strategic and tactical plans. 
Analyze and interpret financial and operational data for school districts and support groups. Work directly 
with Legislators, Superintendents and Governing Board Members establishing policies and procedures to 
improve student achievement. 
 
Coordinate Tax Rate Setting Recommendations. 
 
Analyze fiscal impact of proposed legislation, rules, mandates and policies. 
 
Serve as Finance Director in the preparation and leadership of the department budget and associated 
efforts for Maricopa County including strategic planning, procurement, human resources, and contract 
administration. Certified Agency Procurement Aide for Article 3 purchasing; knowledge of Article 5 
procurement.  
 
Liaison to the Board of Supervisors and Chief Deputies 
 
Management of over $170 million in grants since 2010 
 
Participation in County-wide single audit annually 
 
08/2007 – 10/2009 
Management and Budget Supervisor  
Office of Management and Budget, Maricopa County, Arizona 
 
Develop innovative solutions to provide resources that enable Departments to carry out the Maricopa 
County mission. Recommend improvements and modifications in order to implement cost-effective 
solutions that meet current and future County requirements. Prepare various reports on operations and 
activities utilized for long and short term strategic decision making. Coordinate with departments on 
strategic planning, monitoring, reporting and evaluation of activity results and other performance measures. 
Close coordination with technology group on enterprise solutions. Complete special projects as requested. 
 
Provided financial analysis for ADP cost and Implementation. 
 
Worked closely with Departments to Analyze the County’s Capital Improvement Program and 
recommendations for funding. 
 
Participate and lead formal and informal reviews of County-wide policies and procedures resulting 
in changes approved by the County Board of Supervisors. 
 
 
12/2004 – 08/2007 
Management and Budget Analyst 
Office of Management and Budget, Maricopa County, Arizona 
 
Preparation and budgetary oversight for 12 assigned departments and Capital Improvement Plan whose 
cumulative departmental budget exceeds $780 million in fiscal year 2007. Developed and maintain Excel 
models to analyze and forecast department budgets. Coordinate with departments on strategic planning, 
monitoring, reporting and evaluation of activity results and other performance measures. Close coordination 
with technology group on enterprise solutions. Complete special projects as requested. 
 
Successful implementation of Equipment Services business plan.  
 
Worked closely with the Environmental Services department on new fee structure and 
corresponding budget adjustments.  
 
Reviewed new program plans and funding requests for all assigned departments. In-depth analysis 
of Results Initiative Requests for Air Quality, Chief Information Officer, Emergency Management 
and Clerk of the Board.  
MARC KUFFNER  
Page 52 of 71

Marc Kuffner 
06/2002 – 10/2004 
West Coast Regional Director 
Mesa Air Group, Inc., Phoenix, Arizona 
Manage daily operational, financial and contractual requirements for 22 employee operated America West 
Express stations with over 300 employees. Lead liaison for 34 main line America West service locations 
that handle express operations. Budget and analysis responsibility of $24.5 million encompassing all 
Express operations in the America West system. Support Sr. Management with financial analysis for 
controlling operations with strategic decision making. Assist with the development, preparation and 
presentation of both short term and long range financial and operational planning. Analyze and interpret 
financial and operational data for Sr. Management and support groups. Participate in the preparation of 
annual financial plans. Provide Sr. Management with budgeting and financial modeling, trend analysis and 
variance reporting. Monitor, manage and analyze internal audits and reviews to ensure contract, budget 
and regulatory compliance. Work directly with airport managers, FAA and TSA to conform to proper airport 
and security measures. Work directly with Human Resources establishing policies and procedures to 
enhance employee development and advancement.  

Project Manager and station financial analysis for the implementation of Freedom Airlines, a Mesa
subsidiary.

Project Manager and station financial analysis for the implementation of United Express operations
in Denver, CO. Handled staffing, training, equipment, and regulatory compliance for startup service.

Reduction in headcount and $75,000 per month gaining efficiencies implementing new staffing
requirements and FAA manual changes.

Developed the "Sen'STATIONal' performance measurement tool creating positive challenges in
similar size stations.
05/1998 - 06/2002 
ALLIANCE OPERATIONS MANAGER 
Alliance Operations, America West Airlines, Tempe, Arizona 
Project Manager for successful design and implementation of a data collection program for all codeshare 
partners operating as America West Express. Created reporting standards based on this data for statistical 
purposes. Provide Sr. Management with budgeting and financial modeling, trend analysis and variance 
reporting. Lead teams for station openings and closings including Express stations and America West 
markets served by codeshare partners. Work directly with airport managers and FAA to conform to proper 
airport measures. 

Project Manager for the implementation of Chautauqua Airlines as an America West codeshare
partner.

Support field stations with all operating needs including, but not limited to, ground equipment and
training.

Analyze and recommend capital expenditures for field stations.
05/1998 - 06/2002 
SENIOR FINANCE AND PROCEDURE ANALYST 
Accounting Systems I Procedures and Methods, America West Airlines, 
Tempe, Arizona 
Successfully designed, implemented and integrated automation procedures for labor-intensive 
methodologies within all revenue accounting operations. Work as liaison with seven revenue accounting 
departments for the preparation of capital and operational budgets for six cost centers and over 200 
employees.  
Page 53 of 71

Marc Kuffner 
05/1998 - 06/2002 
SENIOR FINANCE AND PROCEDURE ANALYST (Continued) 
Monitor accounts payable and accounts receivable, plus conduct interline station audits for 91 stations. 
Provide computer network system troubleshooting and support. 

Project Manager for design, purchase and implementation of "Imaging System" for Revenue
Accounting Department.

Selected as trainer for Microsoft PC applications as a result of recognized computer operations
proficiency.
03/1995 – 05/1998 -  BUSINESS MANAGER, Roto-Rooter, Phoenix, Arizona 
Profitably directed all areas of operations for this fast-paced, high-volume service company providing 
scheduled and emergency plumbing services to over 500 major accounts. Conducted large volume 
customer service including preparation of bids,- proposals, and municipal contract negotiations with the 
City of Phoenix. Performed accounts payable and accounts receivable, fleet management, inventory and 
purchasing duties. Conducted scheduling, supervision, and payroll functions for up to 50 employees. 
Maintained lowest turnover rate of 28 company branches.  

Recognized for achieving 50% growth in revenues and 14.5% increase in profits.
Additional Experience includes positions as Assistant Restaurant GM for Taco Bell, Assistant Legal 
Administrator for a law firm and customer support for an insurance software company. 
EDUCATION: 
Master of Business Administration: March 2000 
University of Phoenix, Arizona 
Bachelor of Science: Management, Concentration: Accounting. May 1992 
Bentley College, Waltham, Massachusetts 
COMPUTER SKILLS: 
Computer Literacy: Windows I Microsoft Office Suite, Project, Visual Basic I Infinite Visions I CGI 
Advantage and CGI Info advantage I Business Objects I Internet research I E-mail I Cognos and 
customized software applications. 
Page 54 of 71

KENDRA REA MORENO 
 
Professional Summary 
 
Authentic, enthusiastic leader with a passion for doing what’s right for kids, not just what’s easy. Serving Arizona’s schools and celebrating 
the potential of public education since 1996. I am a former school principal and have 20 years of experience designing and delivering 
professional development at the school, district, state, and national levels. With a passion for building shared purpose and fostering 
genuine trusting relationships, I excel at leading teams and inspiring professional growth. Seeking an opportunity to channel my experience 
and knowledge into a project aimed at addressing the need for urgent and equitable access to high-quality, grade level instruction for ALL 
students and supporting schools to create the conditions for their success. 
 
Experience 
 
Maricopa County School Superintendent’s Office  
Phoenix, AZ 
March 2017-present 
TIF 5 REIL Extend Project Lead 
 
Provided leadership for and oversaw implementation of REIL-Extend grant. 
 
Monitored successful completion of activities in the management plan. 
 
Supervised program personnel. 
 
Maricopa County School Superintendent’s Office  
Phoenix, AZ 
July 2014-March 2017 
Cross District Field Specialist & Principal Coach  
 
 
 
Provided support to building level and district level administrators in all things related to the Leading Observation Instrument.  
 
Designed and delivered targeted professional learning for BLAs and LdOI evaluators. 
 
Worked to ensure rigorous, fair and transparent educator evaluations for and by BLAs. 
 
 
 
 
Pueblo del Sol Elementary School 
Isaac School District 
Phoenix, AZ 
July 2013-June 2014 
Principal Administrator 
 
Developed a Continuous Improvement Plan for a K-8 campus focused on the implementation of the ACCRS, teacher 
effectiveness, data-based instructional decisions, and academic intervention for struggling students. 
 
Established a system for grade level team collaboration to include a structure for common formative assessment data 
dialogues. 
 
Pearson Achievement Solutions 
 
 
 
 
 
 
March 2005-March 2020 
SIOP® Service Consultant 
 
Certified national trainer of the SIOP® Model and a member of the SIOP® National Faculty providing face to face and online 
professional development of the Sheltered Instruction Observation Protocol® at the school, district, state, and national levels. 
 
Developed and facilitated the Provisional Structured English Immersion Endorsement: An Introduction to the SIOP® Model 
online course for IDEAL as well as an 18-hour national online course. 
 
Joseph Zito Elementary School 
Isaac School District 
Phoenix, AZ 
July 2011-June 2013 
Principal 
 
Engaged teachers in the development of a school-wide mission to foster high academic achievement, promote responsibility for 
learning, and provide students with the tools to be successful in both school and in life. 
 
Addressed the need to maximize instructional minutes by collaborating with teachers to establish daily schedules that 
minimized transitions; conducted instructional minute audits via regular classroom visits and high accessibility throughout the 
campus daily. 
 
Isaac Middle School 
Isaac School District 
Phoenix, AZ 
 
July 2006-June 2011 
Assistant Principal 
 
Member of an administrative team focused on school reform leading to Annual Yearly Progress for 2009-2010. 
 
Implemented weekly Professional Learning Community team meetings to improve the use of assessment data to inform 
instructional decisions. 
 
Lela Alston Elementary 
Isaac School District 
 
Phoenix, AZ 
July 2001-June 2006 
Third Grade Teacher 
 
Implemented the SIOP Model to best meet the academic needs of English learners while promoting their English language 
development. 
 
Ensured that 100% of the students meet or exceed the standards in math, as measured by AIMS, Spring 2006. 
 
Maintained high academic standards while adapting the curriculum to address the needed accommodations of Special 
Education students via a full-inclusion program. 
 
Pueblo del Sol Middle School 
Isaac School District 
Phoenix, AZ  
       
July 1998-June 2001 
Sixth Grade Language Arts and Social Studies Teacher 
 
Integrated social studies and language arts in a block schedule format. 
Page 55 of 71

 
Site Council member and facilitator; SIDESS specialist (Supporting Individuals with Disabilities Educationally through State 
Standards) responsible for training inclusion teachers on their role as an IEP team member  
 
Softball coach 
 
St. Catherine of Siena Parish School 
Diocese of Phoenix 
Phoenix, AZ 
 
Jan 1996-June 1998 
6-8 grade Middle School Language Arts Teacher 
 
Provided reading instruction through novel units and literature studies utilizing guided reading and shared inquiry 
 
Established “Writing for Purpose” opportunities through Young Author’s Day and poetry writing contest 
 
English chair, yearbook advisor, student council advisor, and pep squad coach 
 
Education 
 
M.A., Educational Leadership 
 
Northern Arizona University  
 
 
            
2002-2004 
 
Arizona Principal Certification 
 
B.A., Elementary Education K-8 
 
Northern Arizona University  
 
 
            
1991-1995 
 
English as a Second Language Endorsement 
 
Member of the Sedona Professional Partnership Program 
 
Professional Affiliations 
 
 
Professional Human Capital Leaders in Education certificate 
 
American Association of School Personnel Administrators 
 
Arizona School Personnel Administrators Association 
 
AASPA’s Diversity, Equity, and Inclusion Committee & DEI Advisory Committee 
 
Association for Supervision and Curriculum Development 
 
Arizona School Administrators 
 
Awards 
 
 
Isaac School District’s Superintendent’s Award for Excellence in Student Achievement, 2006 
 
Radio Unica’s Hispanic Female of the Year in the Field of Education, 2003 
 
Chicano’s Por La Causa’s Esperanza Hispanic Teacher Award nominee, 2001 
 
Northern Arizona University’s Centennial Letter of Commendation, 1997 
 
Competencies 
 
 
Achievement: Possesses the drive and actions to set challenging goals and reach a high standard of performance despite barriers 
 
Analytical Thinking: Demonstrates the ability to break things down in a logical way and to recognize cause and effect. 
 
Conceptual Thinking: Is skilled at recognizing patterns and links among seemingly unrelated things. 
 
Inclusiveness: Fosters response for all individuals and points of view. 
 
Skills 
 
 
Integrity to adhere to values in the face of adversity 
 
Ability to tackle complex challenges and engage teams in creative problem-solving and shared decision making 
 
Responsive to changing needs 
 
Strong knowledge and involvement with curriculum, instruction, and assessment 
 
Adept at relationship building and leading with motivation 
 
Excellent oral and written communication  
 
Anticipatory thinking and vision 
 
Ample experience in public speaking and large group presentations 
 
References 
 
Excellent personal and professional references are available upon request. 
Page 56 of 71

ERIC HOCKMAN 
OBJECTIVE 
Dedicated and experienced program manager with numerous years of experience in implementing, 
monitoring, and reporting on multiple grant activities. Seeking an opportunity to support educators in 
identifying student learning gaps and utilizing data to create and implement strategic learning objectives 
for high-risk students.  
EXPERIENCE 
JANUARY 2016 – PRESENT 
DATA MANAGEMENT SYSTEM PROGRAM MANAGER  
MARICOPA COUNTY SCHOOL SUPERINTENDENT OFFICE, PHOENIX, AZ 
•
Manage the development and implementation of the REILize Decision Support System (data
management system).
•
Monitor on-going risks to the data management system scope of work and implement strategic
modifications to ensure successful completion of the work.
•
Supervise and develop the Data System Specialists scopes of work related to on-going support of the
daily data management system activities.
•
Gather and groom requirements for the REILize Decision Support System (e.g., HCMS reports, rostering 
tool, observation capture tools, educator profile page, and enhanced user-interface).
•
Utilize the Agile process to ensure web development is meeting the needs of the users.
•
Ensure data collection and data quality processes are put in place and communicated to stakeholders.
•
Facilitate User Acceptance Testing for new development inside of the REILize Decision Support System.
•
Create internal and external data reports to support the achievement of grant goals and the
implementation of a Human Capital Management System.
•
Maintain relationships with vendors and partners connected to the development of the data system
and teacher effectiveness ratings (i.e., Arizona Department of Education, Basis Policy Research, True
North Logic, Battelle for Kids, United States Department of Education, & Education Analytics).
•
Implement a streamlined approach to the data tasks required to calculate an educator effectiveness
rating and compensation award.
•
Develop and deliver presentations for internal and external stakeholders in relation to the status of the
project and training on new development.
•
Develop the parameters the REIL Human Capital Management System (including educator evaluation
and support systems through the partnership with Basis Policy Research).
•
Supported districts in utilizing summative assessment data to determine educator effectiveness.
•
Maintained relationships with assessment vendors to support the districts’ use of assessment data in
strategic planning.
•
Established a leadership role within internal Assessment Team.
•
Develop written communication for internal and external stakeholders focused on the REILize Decision
Support System and REIL Scores.
•
Complete the Annual Performance Report (APR) to show progress toward grant goals and overall
budget maintenance.
•
Present at national conferences to share our work and support the work of other grantees.
Page 57 of 71

JUNE 2014 – DECEMBER 2015 
DATA MANAGEMENT SYSTEM RESOURCE MANAGER 
MARICOPA COUNTY SCHOOL SUPERINTENDENT OFFICE, PHOENIX, AZ 
•
Developed tools and strategies for implementation of the data management system within alliance
school districts, including human capital management reports to inform workforce decisions.
•
Implemented workflows to support the process of calculating teacher effectiveness ratings and pay for
performance reimbursements.
•
Identified resources needed to communicate with internal and external stakeholders related to Human
Capital Management System grant requirements.
•
Developed guidebooks to support understanding of the evaluation and performance-based
compensation components related to educator effectiveness ratings.
•
Managed and facilitate the inquiry process for performance-based compensation pay-outs.
•
Trained users on the tools developed within the data management system.
•
Collaborated with the leadership team to ensure the project vision drives development of the data
system.
•
Create various data reports to support LEAs in making strategic decisions.
•
Maintained multiple databases to support strategic decision-making through the creation of reports
and presentations.
JULY 2012 – JUNE 2014 
PEER EVALUATOR 
MARICOPA COUNTY SCHOOL SUPERINTENDENT OFFICE, PHOENIX, AZ 
•
Managed a case load of educators to implement performance-based educator evaluation and support
system.
•
Completed rigorous teacher evaluation cycles within multiple school districts.
•
Conducted co-observations with site-based administrators as part of the inter-rater agreement plan of
the human capital management system.
•
Facilitated Cognitive Coaching sessions with principals and coaches to support in their understanding
of the Learning Observation Instrument in the context of a human capital management system.
•
Collaborated with Field Specialists to develop and implement frameworks for support based on the
Learning Observation Instrument and content knowledge.
•
Developed Educator Goal Plan samples for inclusion in the data management system to support site-
based administrators in goal writing and the implementation process.
•
Designed and presented multiple professional development opportunities aligned to the Learning
Observation Instrument and Trainer of Trainers Learning Series.
•
Presented College and Career Readiness Standards Phase 2: Mathematics Content Knowledge to
superintendents, principals, coaches, and teachers.
•
Facilitated site-based professional learning communities with a focus on best practices and
mathematical content knowledge as part of performance-based evaluation and support system.
MAY 2011 – JUNE 2012 
INTERACTIVE VIDEO LEARNING INSTRUCTOR 
MARICOPA COUNTY SCHOOL SUPERINTENDENT OFFICE, PHOENIX, AZ 
•
Managed technology components of the interactive video learning lab.
•
Secured partner districts to deliver high-quality instruction through interactive technology.
•
Developed curriculum that aligns with the vision of best practices and district leadership.
•
Communicated with classroom teachers regarding the scope of work and progress monitoring.
•
Nurtured relationships with external stakeholders through strategic communication.
•
Held regular meetings with internal and external stakeholders regarding the effectiveness of the
program.
Page 58 of 71

JULY 2007 – MAY 2011 
CLASSROOM TEACHER 
DYSART UNIFIED SCHOOL DISTRICT, SURPRISE, AZ 
•
Taught 1st grade, 6th grade mathematics, and 7th grade mathematics.
•
Lead Professional Learning Communities teams for three years.
•
Developed School Improvement Plans as a member of the Strategic Planning team.
•
Coached middle school athletics.
•
Facilitated professional learning at the district-level.
JANUARY 2005 – JUNE 2007 
CLASSROOM TEACHER 
PEORIA UNIFIED SCHOOL DISTRICT, GLENDALE, AZ 
•
Taught middle school science, 7th grade mathematics, and 8th grade mathematics.
•
Coached middle school athletics.
•
Managed the schedule and distribution of benchmark assessments at the school level.
EDUCATION 
MARCH 2017 
M.A. EDUCATION/ADMINISTRATION AND SUPERVISION
UNIVERSITY OF PHOENIX 
DECEMBER 2004 
B.S. ELEMENTARY EDUCATION: SUMMA CUM LAUDE 
NORTHERN ARIZONA UNIVERSITY 
SKILLS 
•
Collaborative mindset
•
Productive & efficient
•
Strategic Planning
•
Analytical
•
Advanced in Excel & Access
•
Building & nurturing partnerships
•
Data analysis
•
Utilizing student assessment data
•
Verbal communication
•
Developing written communication
•
Budget monitoring
•
Monitoring & reporting on grant activities
Page 59 of 71

EMILY POWELL, MBA 
PROFILE 
Dynamic, adaptable leader with developed operational and strategic implementation skills. Proactive and assertive; 
thrives on developing creative ways to reach goals and improve processes. Excels in fast-paced environments while 
creating a positive workplace; possesses consistently strong work ethic and contagious drive to succeed. 
Passionate about improving education. 
EMPLOYMENT HISTORY 
Maricopa County 
Office of the County School Superintendent (CSS) 
 
  June 2017-Present 
Human Capital Management Systems Administrator, REIL-Extend Grant 
CSS-Facing: 
•
Facilitate candidate recruitment and selection using a multiple data point screening and hiring process; design
and facilitate onboarding plans for internal staff
•
Manage TIF grant budgets totaling over $116 Million; oversee annual review and revision of budget
•
Conduct performance appraisals on annual basis to foster professional growth, hold regular checkups with
supervised associates to ensure progress
LEA-Facing: 
•
Design and implement strategic leadership initiatives and operational plans Design and administer Professional
Development on, and support implementation of, human capital management systems (including recruitment,
selection, onboarding, retention, and dismissal) at five LEAs
•
Develop and implement multi-year initiative for comprehensive Job Analysis and Organizational Redesign at
various school districts
•
Oversee HCMS activities for TIF5 Grant initiatives including LEA system development and implementation
•
Oversee Performance-Based Compensation reimbursement process, including providing approval for payouts
•
Create guidebooks, toolkits, trainings, and other resources practices to enhance district capacity surrounding
HCMS including: Data-driven hiring, Recruitment, Onboarding, Retention, Social Media Strategy, Financial
Sustainability, and Organizational Development
•
Drive processes for establishing financial and programmatic sustainability
•
Facilitated Professional Human Capital Leaders in Education (pHCLE) training and certification program for
annual cohort of school leaders and administrators.
Arizona Department of Education 
 
 February 2016 – June 2017 
Information Technology (IT) Division 
Executive Business Manager for IT Programs 
Human Capital Management Functions: 
•
Supervised IT Human Resources functions including staffing, compensation negotiation, and employee relations
•
Facilitated candidate recruitment and selection using a multiple data point screening and hiring process
•
Created and revised orientation programs to support and train new and transfer employees
•
Maximized retention of top performers through strategic placement, mentorship, and development
•
Supervised IT administrative staff and vendor coordination staff
Business, Finance, and Budget Management Functions: 
•
Managed $15M+ IT Procurement lifecycle: contract evaluation, PO execution, and payment approval
•
Evaluated and consulted on performance-based salary augmentation and role extension
•
Developed strategic plans with embedded SMART goals for IT HR projects and ongoing operations
•
Oversaw IT division business functions and provided management support to 150+ IT personnel in two locations
Page 60 of 71

Program Management and Administrative Functions:  
• 
Administered individualized professional development for executive leadership team; facilitated professional 
development for state employees  
• 
Drove processes to ensure successful implementation of multi-year operational plans  
• 
Managed resources for continuous improvement in the pursuit of division and agency vision, mission, and goals 
• 
Developed written proposals and presentations for external and internal users, including state Superintendent 
and governing offices 
• 
Facilitated inter- and intra-department collaboration and communication, maintaining relationships with 
stakeholders  
• 
Established and maintained departmental procedures to protect sensitive data and ensure legal standards are 
met 
 
Charles Schwab  
 
 
 
 
 
 
   
 
  September 2013 – March 2015  
Advisor Services Division 
Relationship Specialist, Financial Advisor Retention Program  
• 
Created a repeatable program for converting new client firms to Schwab Advisor Services platform and 
associated processes and procedures  
• 
Designed and implemented Subject Matter Expert roles, effectively reducing department meetings by up to 20% 
• 
Managed events, meetings, and trainings for advisory firms on behalf of local sales teams  
• 
Led team that designed and administered internal and external trainings, including semi-annual convention  
• 
Met critical success factors of client retention and successful conversion  
• 
Evaluated individual performance to match skillsets with advisor requests  
• 
Oversaw analysis of raw data and call logs to forecast call volume and set team expectations 
• 
Performed quality control checks and provided final processing approval  
 
Grand Canyon University 
Student Services Advisor 
 
 
 
 
 
            
          February 2012 – July 2013 
• 
Managed portfolio of 250 student accounts, monitoring financial standing, course progress, and implementing 
corrective action as needed 
• 
Developed student tracker and improvement program for probationary and at-risk students 
• 
Evaluated feedback on courses and instructors; matched with student profiles for greatest likelihood of success 
• 
Coordinated with Academic Program Managers to transform curriculum, specifically in the College of Humanities 
and Social Sciences 
• 
Enhanced Excel spreadsheets tracking account balance information to aid in collections   
• 
Trained new advisors on student accounts and procedures, service, and time management  
 
SKILLS & KNOWLEDGE BASE 
• 
Finance, budget development, and budget monitoring  
• 
Content Management System development and implementation 
• 
Professional Development program creation, presentation, and implementation 
• 
Microsoft Office (Excel, Word, SharePoint, PowerPoint, Outlook, OneNote, Visio, Project); QuickBooks 
• 
Working knowledge of Arizona Revised Statutes (A.R.S.), case law, federal and state regulations governing 
operations of the Arizona Department of Education (A.D.E.) and local education agencies   
EDUCATION 
                                                                                                     
Grand Canyon University 
Master of Business Administration, Leadership Emphasis 
 
 
 
       Phoenix, AZ 
 
Northern Arizona University  
 
 
 
 
 
 
 
       Phoenix, AZ                               
Bachelor of Science, Business Administration                                                                       
Page 61 of 71

CERTIFICATIONS & PROFESSIONAL CONTRIBUTIONS 
                                                                                                     
Professional Human Capital Leader in Education (pHCLE) 
 
 
 
 
AASPA 
Change Management Certification 
 
 
 
 
 
 
 
HCI 
Leadership Development & Succession Strategist Certification 
 
 
 
 
HCI 
 
Presenter at: US DOE EED Summit (Stay Interviews, HCMS, Sustainability Workgroup spotlight example), AASPA annual 
Human Capital Conference, WestEd, and affiliated education service agencies 
 
Regular contributor to CSS newsletters and leadership support publications 
 
Page 62 of 71

OTHER ATTACHMENTS 
RFGA NO.:  BPM004016 
 
 
 
Page 63 of 71

MICHELLE YERKES 
Summary     
 
Passionate Professional Development Coordinator adept at setting, implementing and monitoring program goals. Well-
organized and detail-oriented with an adaptable approach. Bringing over 20 years of progressive experience as an 
educator. 
Skills     
 
• Employing accelerated learning to close achievement 
gaps and reverse the COVID slide 
• PLC implementation as an equitable practice to provide a 
guaranteed and viable curriculum and improve outcomes 
for all learners 
• Student-Centered Coaching and Cognitive Coaching as a 
practice to increase educator effectiveness and student 
outcomes 
• Designing 100-day plans and professional development 
aligned to school IAPs 
• Modern Classroom Certified Trainer (MCCT) certified 
• Human Capital Leader in Education (HCLE) certified 
Experience     
 
Office of the Maricopa County School 
Superintendent | Phoenix, AZ 
Professional Development Coordinator 
01/2021 - Current 
• Influenced PLC leader and instructional coach practices and mindsets to 
improve learning cycles and coaching cycles. 
• Developed, optimized and facilitated robust professional development 
programs for PLC leaders and instructional coaches. 
• Shifted PLC leader and instructional coach perceptions about engaging 
with a coach to improve their own practice and leadership capacity. 
• Self-initiated a wide-ranging studies of learning topics and implemented 
into formal curriculum for accelerated learning, leading effective PLCs, and 
student-centered coaching. 
Glendale Elementary School District | 
Glendale, AZ 
New Teacher Induction Achievement 
Advisor 
07/2002 - 12/2014 
• Revitalized, reorganized, and improved the district's New Teacher 
Induction Program for first and second year teachers to meet the program's 
retention, well-being, and teacher effectiveness goals. 
• Single-handedly developed all training for first and second year teachers 
and new teacher induction coaches. 
• Helped induction coaches maximize leadership skills and performance 
through 1:1 coaching in order to achieve program goals. 
• Partnered with school leaders to develop and submit MOWR plans. 
Education     
 
Northern Arizona University | Phoenix  
Master of Arts in Educational Leadership 
Expected completion 2022 
Arizona State University | Phoenix, AZ  
Master of Arts in Elementary Education 
08/2007 
Page 64 of 71

Leslie Beauchamp 
 
 
OBJECTIVE 
 
To apply my experience in the position of field specialist by supporting leaders as they build systems and increase school-level capacity to 
accelerate student learning by reallocating resources and differentiating educators’ and students’ learning, monitoring and support.   
 
EDUCATION 
 
2001-2005 
University of Wisconsin – Madison   M.S. in Educational Leadership and Policy Studies, 5/18/2003.   
2000-2001 
Harvard Graduate School of Education, M.Ed. Mind, Brain, and Education, 6/7/2001 
1992-1996 
Vanderbilt University, Peabody College, B.S. in English and Secondary Education, 5/10/1996 
 
LICENSURE 
 
Arizona  
Principal (PreK-12), Standard Secondary Education English (7-12), ESL Endorsement (K-12), Valid through 2024. 
 
EMPLOYMENT  
 
Field Specialist 
for Phoenix 
Elementary  
TIF 5 
2017-present 
 
 
 
 
Cross-District 
Field 
Specialist  
& Principal 
Coach 
  TIF 4  
2013-2017 
 
Office of Maricopa County School Superintendent (formerly known as MCESA), Phoenix, AZ 
• 
ESTABLISHED MENTOR PROGRAM for teachers new to the district to support onboarding, successful student learning, 
and led to a new teacher retention rate of 90%.   
• 
INCREASED DISTRICT IMPLEMENTATION OF A HIGH-QUALITY HUMAN CAPITAL MANAGEMENT SYSTEM 
focused on expanding leadership, designing career pathways and innovative staffing, attracting, placing, sustaining, and 
retaining an engaged workforce. 
• 
REDESIGNED 25% OF THE DISTRICT SCHOOLS THROUGH OPPORTUNITY CULTURE to accelerate access to 
effective educators by extending the reach of excellent teachers.   
 
Maricopa County Education Service Agency (MCESA), Phoenix, AZ mainly in Roosevelt, Phoenix Elementary, Balsz 
• 
DESIGNED AND DELIVERED PROFESSIONAL DEVELOPMENT for superintendents, building-level administrators, 
teachers, coaches, and peer evaluators to support grant and district goals 
• 
SERVED AS LEADERSHIP COACH for principals, assistant principals, and other building-level administrators. 
• 
CONDUCTED CO-OBSERVATIONS with superintendents, district lead evaluators, and principals in order to establish 
and provide support for inter-rater agreement/reliability. 
• 
COLLABORATED with New York City Leadership Academy (NYCLA) to implement Spotlight School Leadership 
Academy for those leading schools with critical need for improvement. 
 
 
 
Principal 
Longview 
Elementary 
2007-2013 
 
 
 
 
 
 
 
 
 
 
Assistant 
Principal, 
Osborn Middle 
School  
2005-2007 
Osborn Elementary School District, Phoenix, AZ  
Principal of a preschool through sixth grade school.  Longview is a diverse Title I school with approximately 740 students.  
• 
SUPERVISION & INSTRUCTIONAL LEADERSHIP:  Collaboratively moved to performance-based evaluation model 
through TAP in 2010 that has rewarded and helped retain our best teachers and helped to exit less effective teachers. 
• 
Proposed early-release schedule for embedded professional development to our school board that was adopted by the 
entire district.  
• 
INDIVIDUALIZED INTERVENTION:  Brought diagnostic reading testing to the school to identify gaps, target students for 
early, specific, interventions, & track individual improvement based on growth and achievement.  
• 
EXPERIENCE & FLEXIBILITY:  Maintained a focus on learning through multiple changes including budget cuts, bond 
construction, becoming an International Baccalaureate Candidate School and TAP school in the same year, blending 
school cultures after having another school merge into ours, and doubling in size.   
• 
AWARDS:  Wrote for and received A+ Program for the Safety, Teamwork, Achievement, and Respect Positive Behavior 
model that has shown consistent reductions in disciplinary interruptions & infractions. 
• 
Collaboratively wrote & received the 21st Century Community Learning Center grant for 2012-2017 for up to $480,000. 
• 
Wrote applications for teachers who received the Esperanza Latino Teacher Award and Rodel Semi-Finalist award.   
 
Assistant Principal of a 7th-8th grade Middle School primarily responsible for scheduling and student discipline.  
• 
DISCIPLINE:  Continuously tested strategies to reduce suspensions and increase students’ time in class.  
•     DATA-ANALYSIS AT INDIVIDUAL LEVEL:  Disaggregated and analyzed data to evaluate programs and question how 
beliefs, structures, and actions affect student learning 
 
Page 65 of 71

Teaching 
Assistant, 
2001-2005 
 University of Wisconsin – Madison, Educational Leadership & Policy Studies and Educational Psychology, Madison, WI 
DEVELOPED INNOVATIVE MASTER ADMINISTRATOR CAPSTONE CERTIFICATE PROGRAM that helps administrators 
analyze data, plan & implement change, & document the transformations  •  Assumed leadership role & collaborated with 
faculty, staff, & students on program needs assessments, strategic planning, teaching, design, sustainability, & marketing. 
 
SECURED RESOURCES:  Assisted in development & management of $88,000 UW Outreach grant & $68,000 Wallace 
Foundation grant to collaborate with the Wisconsin Department of Public Instruction on “Master Principal Licensure.”  
 
TAUGHT FUTURE LEADERS AND TEACHERS:  Consistently received positive course evaluations emphasizing the effective 
blend of theory & practice, constructive assignments, and an appreciation for my flexibility & assistance with technology.  
Worked with professors to prepare and teach: 
– 
Professional Learning Communities 
– 
Data for School Improvement 
– 
Data for Accountability 
– 
The School Superintendency 
– 
Instructional Technology Coordinator 
– 
Administrative Practicum 
 
 
English 
Teacher & 
Title IV 
Supervisor,  
1/1997- 
8/2000  
Phoenix Union High School District, Camelback High School, Phoenix, AZ 
 •  Created a climate of inclusion & developed student leadership by coordinating and running “Anytown” human relations camp, 
conventions, & assemblies •  Developed school-wide goals, managed budgets as the School Improvement Team Title IV 
Supervisor  •  Coordinated Peer Mentoring program between our students and a nearby middle school  •  Wrote crisis and 
intervention plans and proactively worked on improving school climate, discipline strategies, & student services with Crisis 
Team and Dropout Prevention Team. 
  
 
CONSULTING POSITIONS 
 
 
2021 
 
2004-2005 
 
 
 
2002 
 
 
1998-2000 
Leader Coach for Exemplary Educators, Phoenix, AZ 
 
Evaluator for Wisconsin Instructional Technology Coordinator Licensure,  Madison, WI  
Trained evaluators •  Provided detailed formative & summative standards-based evaluations on electronic portfolio 
documentation  •  Licensed district technology coordinators. 
 
School Climate Evaluator,  District of Elmbrook  Brookfield, WI  
Conducted interviews, analyzed data, & designed action plan to improve school climate. 
 
Partners Advancing Student Success (PASS) Consultant, Motorola,   Mesa, AZ 
Designed replicable program & wrote curriculum for School & Business Partnerships using Arizona Workplace Standards.  
 
PROFESSIONAL TRAINING & ATTRIBUTES 
 
 
Formal 
Training 
 
 
• 
Professional Human Capital Leader in Education (pHCLE)  
• 
International Baccalaureate Primary Years Program Levels 1, 2, & 3  
• 
Fountas & Pinnell Leveled Literacy Intervention 
• 
TAP System for Teacher and Student Advancement  
• 
Cognitive Coaching 
• 
Concerns Based Adoption Model of Change 
• 
Professional Learning Communities 
Attributes 
• Flexible, strategic thinker, coalition builder, problem-solver, calm under pressure 
• Strong listening, writing, & analytic thinking skills;  able to bring various voices and positions together 
• Value data-based, continuous improvement, and equity in opportunities and outcomes 
• Embrace life-long learning and children’s natural curiosity 
 
PROFESSIONAL ACTIVITIES 
 
 
April 2020-
present 
Osborn School District Educational Foundation.  Provide support and funding to supplement traditional funding sources, 
encourage innovation, promote healthy campuses, and support creative experiences to ensure that all Osborn students have a 
comprehensive educational experience regardless of their socioeconomic status.   
April 2005 
 
Presented Advances in Defining and Assessing Administrative Mastery at American Educational Research Association 
(AERA).  Symposium examines four approaches to defining & assessing administrative expertise  •  Provides foundation for policy 
efforts to recognize, foster, develop, and reward quality school leadership. 
 
Page 66 of 71

LEARNING ACCELERATION SPECIALIST 
 
REPORTS TO: HCMS Administrator 
CLASSIFICATION: Unclassified  
FSLA STATUS: Full-time, Exempt position 
 
DIVISION: ESSER 
JOB SITE: Varies by School Site Assignment 
SUPERVISORY RESPONSIBILITIES: None 
JOB SUMMARY 
While the global pandemic has resulted in dramatically slowed academic progress for K-12 students, we are poised to 
launch lasting and impactful solutions! The Learning Acceleration Specialist (LAS) holds the keys to unlocking teachers’ 
and students’ potential. Guided by the LAS, teachers and schools will increase their capacity to identify and address 
learning gaps, shift mindsets toward mastery, and ensure that all students’ urgent need to engage in appropriate 
grade-level learning is met. 
MINIMUM EDUCATION AND/OR EXPERIENCE: 
• 
Bachelor’s Degree in Teaching or related field 
• 
Valid teaching certificate   
• 
3+ years of classroom teaching 
PREFFERED EDUCATION AND/OR EXPERIENCE: 
• 
Master’s Degree in Educational field  
• 
2+ years of Coaching and/or Teacher Observations  
• 
5+ years of classroom teaching with record of 
successfully impacting student achievement 
ESSENTIAL DUTIES AND RESPONSIBILITIES:       
• 
Co-plan and co-teach with classroom educators to 
develop teacher capacity to implement learning 
acceleration strategies 
• 
Provide coaching and modeling for effective student 
needs analysis, standards implementation, and 
lesson design 
• 
Influence school-wide learning acceleration strategy 
implementation 
• 
Design and facilitate professional development and 
supports focused on accelerated learning    
• 
Conduct student needs analysis used to identify 
achievement strengths and high-priority areas for 
improving student learning 
• 
Collect and analyze teacher and student data to 
provide individualized support  
• 
Perform other related duties as assigned 
KNOWLEDGE, SKILLS AND ABILITIES: 
Knowledge of: 
• 
Learning acceleration practices including 
instructional scaffolding and formative assessment 
• 
Standards implementation and learning progressions 
• 
Culturally Responsive teaching practices  
• 
Adult learning models and implementation, 
including emerging best practices  
Skilled in: 
• 
Student-centered coaching  
• 
Planning and delivering professional development  
• 
Organizing and planning instructional support based 
on individual needs and priorities 
• 
Utilizing of a variety of frameworks, platforms, and 
technology tools to enhance professional learning  
Ability to: 
• 
Troubleshoot persistent teaching and learning 
challenges  
• 
Establish and maintain trusting relationships that 
promote learning and risk-taking with students and 
teachers 
• 
Lead honest and challenging conversations 
Page 67 of 71

LEARNING ACCELERATION SPECIALIST CORE COMPETENCIES 
COMPETENCIES  
DEFINITION  
Achievement  
The drive and actions to set challenging goals and reach a high standard of performance despite barriers.  
Belief in Learning 
Potential  
A belief that all students, regardless of circumstances, can learn at levels higher than their current 
achievement indicates. 
Planning Ahead  
A bias toward planning in order to reach goals and avoid problems. 
Impact & Influence  
Acting with the purpose of influencing what other people think and do. 
Cultural Engagement  
Noticing, anticipating, and acting to meet people’s practical and emotional needs, considering the 
possible effect of culture, past experiences, or personal characteristics—including race, gender, sexual 
orientation, religious, economic, and/or other backgrounds—in order to create positive impact on 
individuals and groups. 
Initiative & 
Persistence  
The drive and actions to do more than is expected or required in order to accomplish a challenging task. 
Developing Others  
Influence with the specific intent to increase the short- and long-term effectiveness of another person.  
Flexibility  
The ability to adapt one’s approach to the requirements of a situation and to change tactics.   
WE ARE CSS! 
We ask employees to unleash their talents on the issues 
surrounding K-12 education in Maricopa County and 
beyond. We do not shy away from taking on some of the 
greatest challenges facing education today. We maintain 
a high energy, collaborative work environment focused 
on problem solving and service. Our employees are 
willing to take calculated risks on new ideas, are able to 
persist when others stop, and are fiercely passionate 
about improving education in our community. 
We are an education service agency providing resources 
and services to every school district in Maricopa County, 
and beyond! 
WHAT YOU’LL LOVE ABOUT US 
• 
We offer a great benefits package 
• 
We foster an atmosphere of creativity & collaboration 
• 
Our central office is located in the heart of hip Phoenix, 
in the Central Corridor of dining & shopping 
• 
Your work will impact the lives of students and teachers 
all over Arizona 
 
 
 
PHYSICAL DEMANDS & WORK ENVIRONMENT 
The physical demands described here are representative of 
those that must be met by an employee to successfully perform 
the essential functions of this job.  Reasonable accommodations 
may be made to enable individuals with disabilities to perform 
the essential functions. 
While performing the duties of this job, the employee is 
frequently required to stand and talk or hear and sometimes 
walk and sit. The employee must use hands, arms and fingers to 
input data, handle, feel or reach; employee may occasionally 
push or lift up to 50 lbs. such as boxes, supplies, etc.  Specific 
vision abilities required by this job include close vision such as 
to read handwritten or typed material, and the ability to adjust 
focus, close vision, distance vision, color vision, peripheral 
vision and depth perception. 
The noise level in the work environment is moderate to loud and 
can vary in temperature. The nature of this position is fast-paced 
and may occasionally be thought of as stressful. Through 
interaction with the public and other county, school, and district 
employees, the employee may encounter different scents. 
NOTICES 
The statements in this job description describe the essential 
function and requirements as assigned to this job and are not 
an exhaustive list of all responsibilities, duties, and skills that 
may be required. Job descriptions are subject to change. 
Employees must be able to pass a pre-employment drug test 
and extensive fingerprint and background check. Discrimination 
against an otherwise qualified individual with a disability or any 
individual by reason of race, color, religion, sex, sexual 
orientation, gender identity gender expression, age, or national 
origin is prohibited. Efforts will be made in recruitment and 
employment to ensure equal opportunity in employment for all 
qualified persons.CSS is committed to providing access and 
reasonable accommodation in its services, programs, activities, 
education and employment for individuals with disabilities. To 
request disability accommodation in the application process, 
contact Emily Beck at (602) 309-1798 at least 3 days in advance. 
Page 68 of 71

PROBLEM STATEMENT:  Learning loss mitigation tactics which aim at rapidly teaching all missed content are rarely successful, particularly for students 
who may never “catch up” via remediation and, as a result, are denied access to rigorous, grade-level content. Such efforts are taking a toll on teachers’ self-
efficacy and causing unprecedented levels of burn-out and stress.
LEARNING ACCELERATION PARTNERSHIP
RESOURCES
CORE COMPONENTS
GOAL:  Provide classroom teachers with a Learning Acceleration Specialist to accelerate academic success for students and stabilize the educator workforce.
EVIDENCE OF 
IMPLEMENTATION & 
PARTICIPATION
EVIDENCE OF CHANGE
For Teachers: 
•Tools, tactics, and 
mindsets to implement 
Learning Acceleration 
Partnership (LAP).
•Deployment of a 
Learning Acceleration 
Specialist at each site.
•Classroom-embedded 
student-centered 
coaching.
•Professional 
development to 
maximize time and 
resources in 
addressing gaps during 
core instruction.
•Professional 
development on 
culturally responsive 
teaching practices.
For School Leaders: 
•Support in the creation 
of a yearlong 
professional 
development plan.
•Support to equip 
teachers to make 
instructional decisions 
in the best interest of 
students to access to 
grade level content.
For Teachers: 
•Co-planning for 
lessons designed to 
accelerate learning.
•Co-teaching to 
address the learning 
needs of sub-groups.
•Co-creation of 
formative assessments.
•Student-centered 
coaching cycles.
•Training in culturally 
responsive teaching 
practices.
For School Leaders: 
•Support to identify and 
communicate the vision 
and goals of LAP.
•Support to analyze 
data and assess 
teacher readiness.
•Support to implement 
yearlong PD.
•Support to implement 
a system of 
accountability and 
adjustment of support 
for teachers via 
monitoring the 
implementation of 
strategies.
For Teachers: 
•Implementation of 
Learning Acceleration 
strategies.
•Participation in 
coaching cycles.
•Lesson plans that 
address the most 
critical grade-level 
content.
•Delivery of formative 
assessments to make 
appropriate 
instructional decisions.
•Flexible grouping to 
address gaps during 
core instruction.
For School Leaders: 
•A shared vision with 
the staff regarding the 
role and intended 
outcomes of 
Accelerated Learning.
•Execution of a 
management system to 
ensure implementation 
of LAP.
•Review of evidence 
that gaps are closing, 
and students are 
reaching mastery of 
grade-level content.
SHORT-TERM
MEDIUM-TERM
IMPACT
INPUTS
ACTIVITIES
OUTPUTS
OUTCOMES
•All students provided 
grade-level 
instruction.
•Students 
experiencing success 
with grade-level 
materials.
•Students supported 
via culturally 
responsive 
instructional 
practices.
•Increased teacher 
capacity.
•Teachers equipped 
to address gaps in 
the critical skills and 
content.
•Teachers identifying 
strategies for 
instructional 
scaffolding.
•Leaders execute a 
plan to monitor 
Learning 
Acceleration.
•Teachers recognize 
the cultural 
characteristics and 
contributions of their 
students.
•Student mastery of 
grade-level content
•Increased emphasis 
on effective core 
instruction.
•Increased 
collaboration among 
teachers and with 
teacher leaders.
•Teachers report an 
improved sense of 
efficacy.
•Rethinking of the use 
of resources formerly 
devoted to 
intervention.
•Less disconnect 
between the written, 
taught, and assessed 
curriculum.
•Teachers leverage 
the cultures and life 
experiences that 
students possess. 
•Equitable academic 
outcomes for all 
students.
•Internalized 
approaches to 
addressing student 
needs to successfully 
master essential 
grade level content.
•Less time, money, 
and energy devoted 
to intervention 
programming and 
materials.
•Improved teacher 
retention.
•Greater efficacy as 
teacher groups 
leverage grade level 
and professional 
learning 
communities.
•Students supported 
to recognize the 
unique assets they 
bring to the 
classroom.
Page 69 of 71

EXHIBIT 1 
CERITIFICATE OF LIABILITY INSURANCE 
RFGA NO.:  BPM004016 
 
 
 
Page 70 of 71

MARICOPA COUNTY 
                          RISK MANAGEMENT 
 
 
 
 
 
 
 
 
CERTIFICATE OF INSURANCE 
This certifies that Maricopa County, Arizona, maintains for all its departments, boards, committees and employees insurance and self-insurance of the 
types and amounts specified below in accordance with the Declaration of Trust for Maricopa County, Arizona Self-Insured Trust Fund and ARS 11-
981.  This certificate is issued as a matter of information only and confers no rights upon the certificate holder.  It neither affirmatively amends, 
extends, nor alters the self insurance or coverage cited below.  This certificate supersedes any previously issued certificates.  This certificate is issued 
by the Maricopa County, Arizona, Risk Management Department. 
                                                                              
COVERAGE                                                                                                                      LIMITS OF COVERAGE 
Public Entity Liability including; 
1.  Premises/Operations Liability 
2.  Products/Completed Operations 
 
 
Bodily Injury and Property 
Damage $5,000,000 per 
occurrence, no aggregate limit 
3.  Blanket Contractual 
4.  Personal Injury 
5.  Broad Form Property Damage 
 
 
 
Automobile Liability including: 
1.  Owned Autos 
2.  Non-Owned Autos 
 
 
Bodily Injury and Property 
Damage $5,000,000 per 
combined single limit 
3.  Hired Autos 
 
 
 
Workers' Compensation: 
 
 
$2,000,000 
Employer's Liability: each accident, disease each  
                                         employee, disease-policy limit: 
 
 
 
All Risk Real Property, Replacement Cost 
 
 
 
All Risk Personal Property, Actual Cash Value 
 
 
 
Medical Malpractice Liability: 
 
 
 
$5,000,000 
Other: Professional Liability 
 
 
$5,000,000 
 
Description of Event/Property/Contract:  Solicitation BPM004016 ESSER III Set Aside Statewide Recovery Funds 
Effective Dates: December 10, 2021 
Location:  Maricopa County 
 
 
 
Special Provisions: 
        Any liability by Maricopa County in the event of a claim for loss, damage or injury is limited to its sole negligence.  
 
 
State of Arizona Department of Education 
1535 W Jefferson Street 
Phoenix, AZ 85007 
DATE ISSUED  12/6/2021 
CERTIFICATE HOLDER  
 
Kathleen Kolm, Deputy Director  
                  
  
Page 71 of 71