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McShan Consulting Firm 1401 Oak Court

Harlingen TX 78550 956‐495-4016

georgemcshan@gmail.com

Superintendent Search Proposal George H. McShan 1401 Oak Court Harlingen TX 78550

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956-495-4016 georgemcshan@gmail.com December 5, 2014 Ms. Pamela Morrison 1215 Austin Street San Antonio, Texas 78208 Dear Ms. Morrison, I appreciate the opportunity to share and discuss with you how I may assist with the Superintendent Search for the San Antonio Independent School District. For the past eight years I have been actively engaged as a consultant, conducting Superintendent searches for school districts throughout the state of Texas, including Valley districts (McAllen, Sharyland, Mission, Port Isabel, La Villa, Mercedes, Raymondville and Corpus Christi). I have conducted Superintendent searches for public school districts in Alabama, Arkansas, Louisiana, Missouri, Oklahoma and Ohio. The most recent Superintendent searches that I have personally conducted over the last 12 months are Ysleta in El Paso Texas, Corpus Christi, Texas, Roma ISD, and Mission CISD. As a current school board member, serving my 27th year in Harlingen, I know firsthand what it takes to be an effective leader to meet the needs of raising student achievement for all students and building a cohesive relationship with the board and Superintendent. It will be an honor to have the opportunity to conduct the Superintendent search for San Antonio ISD. I have been involved with Building Team of 8 Training for many districts throughout the Valley including Rio Grande City, Weslaco, Mercedes, San Benito, McAllen, Sharyland, Mission, Port Isabel, Raymondville, Lyford, Santa Rosa, and PSJA. Listed below is a general overview of the process and what our plans will include assisting the board with a Superintendent search.

Advise the School Board on procedures for conducting a search for Superintendent of the San Antonio Independent School District.

Actively recruit qualified applicants for the vacancy of Superintendent.

Screen the applicants received and present to the School Board a number agreed upon applicants with the best qualifications.

Assist and advise the School Board on initial and final interviewing and the selection process to fill the vacancy.

Provide transitional follow-up after the superintendent is hired.

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We will perform the following tasks in the search for your new Superintendent:

Interview members of the School Board and other personnel of the district as well as parents, students and members of the community. I will compile and develop a leadership profile of leadership skills and characteristics required to be successful as a Superintendent.

Contact potential candidates by phone who might not otherwise respond to advertisements and letters. We will use a network of selected educators asking them to identify, nominate, encourage, and invite qualified candidates to apply for the District’s Superintendent position. We will develop a marketing plan for recruitment that will include advertising statewide on TexasISD.com, and American Association of School Administrators (AASA) optional national advertising.

Provide specific assistance to the School Board in facilitating the interviewing of candidates by recommending interview procedures, along with questions to be asked and assist the School Board in preparation for interviews. Reference background checks including criminal checks will be conducted and provided to the board, prior to your final interview and hiring the Superintendent.

The hiring of the new Superintendent is guaranteed for 2 years with no charge fee, expenses only, if Superintendent separates from the district before the end of 2 years.

Provide transitional follow-up by providing on-site team building within six to eight weeks, after the Superintendent is hired.

The search will insure confidentially for all candidates and information will be kept confidential, except to the extent otherwise requested by the board or as permitted by Texas law.

The time period for the search will range from 90 to 120 days. The fees and conditions of my services are as follows:

1) The professional fee for performance of the Superintendent search will be $20,000.00 and expenses, will not exceed $5,000.00. This fee does not include travel costs for candidates or any costs associated with travel for members of the San Antonio School Board to visit the School District finalists. The Superintendent search fees shall be paid in three (3) equal installments; the first due following the completion of interviewing the School Board, school district personnel, parents and community groups, the second installment is due at the mid-point of the search, the third installment is due the month that the Superintendent is officially hired by the School Board. There is no charge for services to assist the School Board in negotiating a contract with the new Superintendent.

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2) Reference checks and other search expenses such as meals, lodging, travel, advertising, express mail and printing will not exceed $5,000.00.

3) Each party herein warrants that the School Board is an equal opportunity

employer and functions in accordance with state and federal laws on the subject.

We have provided you with general information that is involved in conducting a Superintendent search. It will be my pleasure to discuss and answer questions that you have about specific issues, including fees and expenses. Thank you for this opportunity to share important information about the search and we look forward to discussing further how we can assist you and the Board with your search for a new Superintendent. Sincerely, Lead Consultant Dr. Ruben Olivarez Co-Lead Consultant

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Certification and Representations Proposer’s Certification The undersigned affirms that he or she is duly authorized to execute this certification and Proposal response, that this company, corporation, firm, partnership or individual has not prepared this Proposal response in collusion with any other person, firm or entity making or considering making a Proposal response to San Antonio ISD for any future District projects, and that contents of this Proposal response as to prices, terms or conditions of said Proposal response have not been communicated by the undersigned nor by any employee or agent to any other person engaged in this type of business prior to the official opening of this Proposal response. The undersigned, by his/her signature, represents that he/she is authorized to bind Proposer to fully comply with the terms and conditions of this Request for Proposal, including all forms and attachments included and/or referenced herein, if accepted within one-hundred-twenty (120) calendar days after Solicitation closing. NOTE: FAILURE TO SIGN BELOW WILL DISQUALIFY THE PROPOSER’S RESPONSE. Company: McShan Consulting Firm Name: George McShan Company Address: 1401 Oak Court City/State/Zip: Harlingen TX 78550 Company Phone No: 956-495-4016 Company Fax No: 956-423-9116 Authorized Representative Signature: Date: July 31, 2014 Authorized Representative Name: George McShan Representative Title: President / CEO, Mcshan Consulting Firm Representative Phone No: 956-495-4016 Representative Email Address: georgemcshan@gmail.com

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Certifications and Representations • President and CEO of McShan Consulting Firm

• Certified and Registered SBEC Provider for the Texas Education Agency.

Provider number: #11-013-B • Master School Board Trustee for TASB (Charter Class 1992).

• 27 Years as elected School Board Trustee

• Community Ambassador with Raise Your Hand Texas

• Lifetime Member of National and Texas PTA

• Former President of Texas Association of School Boards

• Former President of National School Board Association

• Reviewer for Texas Education Agency Division of Charter School Administration

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GEORGE McSHAN

956-495-4016 georgemcshan@gmail.com

GEORGE McSHAN has lived in Harlingen for over 45 years and was employed 32 years at Texas State Technical College – Harlingen; for the last 20 years as College Dean. In 1988, he was elected to the Harlingen School Board and is still serving some 27 years later. He has served in every officer position, including 8 different times as President. During his tenure, numerous honors have been bestowed on the board, including the recognition of Best Board in Texas 1993 and Superintendent of the Year in 1993. In 1998-1999, he was elected President of the Texas Association of School Boards, its first African American, and in 2004, he was elected President of the National School Boards Association, only the second Texan to hold this position in its 66 year history. In 2002 McShan started his business as an Independent Consultant providing professional educational services and is a partner with BWP & Associates, a national Superintendent Search firm. He is a registered provider by the Texas Education Agency for School Board/Superintendent training and conducts Superintendent Searches nationally. He has conducted school board governance training for over thirty different school districts in Texas, fifteen in Region One, Alabama, Oklahoma, Wisconsin, and Louisiana. He has conducted over twenty five Superintendent Searches including Bryan, Cedar Hill, McAllen, Mercedes, Raymondville, Port Arthur, Point Isabel, Sharyland, San Antonio, and Ysleta in Texas. Also included are Bentonville, Arkansas, Huntsville, Alabama, Mobile, Alabama, Tulsa, Oklahoma, Shreveport, Louisiana, Springfield, Ohio, Webster Groves, Missouri, and Greenville, South Carolina. McShan served as President of North Forest Independent School District Board of Managers from 2008 to 2010 appointed by the Texas Education Commissioner. Some of his significant honors are: Recipient of the Annual National Hispanic Caucus “Abrazo” Award 2006 outstanding leadership award, first recipient of the Leadership TASB “Celebration of Leadership 2006 outstanding alumni award”, recipient of “Lifetime PTA Membership” for Texas and the “National PTA Association”. In 2008 he was appointed by the Mayor as Chairman of the Harlingen Task Force on Juvenile Crime, Graffiti and Gang Violence. McShan has been married over 44 years to his wife Lola. They have three adult children, Marlow, Sonja, and LaMetria, who are proud graduates of the Harlingen school system and two graduates from the University of Texas in Austin. They are also the proud grandparents of granddaughter Ashley and grandson Cannon.

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Rubén D. Olivárez, Ph.D.

512-363-3715

Executive Dir., Cooperative Superintendency Program Biographical Information Dr. Rubén Olivárez is a professor and Executive Dir. of the Cooperative Superintendency Doctoral Program at The University of Texas at Austin. He is also the holder of the L.D. Haskew Centennial endowed professorial chair in public school administration in the Department of Educational Administration. Dr. Olivarez began his tenure with The University in August of 2006, succeeding Dr. Nolan Estes, who along with Dr. L.D. Haskew founded and pioneered the University’s nationally acclaimed superintendency doctoral program. Dr. Olivárez’s professional career spans a period of thirty-five years in public education. He has served in various teaching and administrative capacities, in public schools, higher education and the State’s Department of Education. He served as a teacher, principal and central office administrator in the Ft. Worth, Austin, Dallas and San Antonio Independent School Districts. In 1987, he joined the Texas Education Agency where he served as Executive Deputy Commissioner for School Accreditation and Accountability. In this leadership capacity, Dr. Olivarez played a major role in the development of the State’s Public School Accountability system, which is now serving as the model across the country. Additionally, during his state tenure as Executive Deputy Commissioner, Dr. Olivarez provided leadership in various functions of the state agency, overseeing the departments of School Financial Audits, Governance Operations of Public Schools, Civil Rights and Equal Education Opportunities, Charter Schools and School Improvement Intervention and Support Services. As a leader in advancing social justice and equal educational opportunities for all students, he is known for his beliefs, stating that “accountability at all levels of the education system is vital to student success”. He is perhaps most recognized for his commitment to teachers stating that “the teacher is the most important and only real program in education, and principals are the key to school effectiveness”. In 1996 he joined the Dallas Independent School District as the Associate Superintendent for Instructional and Non-instructional Support Services. In January of 2000, Dr. Olivarez was appointed general superintendent of the San Antonio Independent School District where he served until his most recent appointment at The University of Texas at Austin’s College of Education. During his tenure as superintendent of San Antonio’s largest urban school district, Dr. Olivarez was credited for successfully leading the school district through several school re-structuring initiatives, restoring its fiscal management, and the implementation of over $700 million of construction projects. He has been recognized for creating a vision of excellence, attaining significant increases in student performance and bringing stability to the governance operations of the district.

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He has served in several statewide leadership capacities as president of the Texas Council of Urban School Districts, officer of the Texas School Alliance, member of the Commissioner’s Advisory Council, and member of the boards of the Texas Public Schools Equity Center, and the Texas Business Education Coalition. He is also a current member of the Advisory Board of the American College Testing Board. He returns to The University of Texas at Austin, where he also served as Asst. professor in curriculum and instruction, and administrator of various multicultural, bilingual education graduate teacher education programs during the early tenure of his professional career.

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Methodology and Process Four-Step Process

What do we do? The selection of a superintendent is the Board’s responsibility and the most important decision it makes. It is our belief and practice that the search must be customized so that candidates are identified who will best meet the needs of the district. Finding the right leader will determine the future of your district. We will guide and follow a four step process: 1) specification, 2) recruitment, 3) assessment, and 4) selection. 1. What do we mean by “specification”? To find the very best educational leader for your district, we will assist the Board in specifying or defining the characteristics and skill set that your next superintendent needs to be successful. This will include community and school district input. School Board interviews are a critical component of this process. An interactive form will be used to gather information using an online survey resulting in the development of a leadership profile for your district’s next superintendent. 2. How will we “recruit” candidates for your district? The goal is to provide you with personalized and quality service that identifies outstanding candidates who are seriously interested in serving as your next superintendent. Posting of the superintendent search notification will be on the school district web site, AASA (American Association of School Administrators), and statewide on Texas ISD website and other State educator associations. 3. How do we “assess” which candidates are best? The consultant is responsible for recruiting and identifying the best slate of candidates for the Board to consider. The School Board will make all decisions about which candidate is selected for your district. We will conduct informal interviews with candidates as well as secure formal and informal reference checks. The vetting of each candidate will be thorough using a broad network of educators that we know professionally throughout the state and nation. Because of the integrity of the professional relationships that have been built over the years we have the ability to secure considerable confidential information about candidates beyond that appearing in their official application. 4. How do we assist in the “selection” phase? When the candidate slate is presented, we will provide information and materials to prepare the Board for the interview process. These will include written guidelines and protocols developed to ensure comprehensive interviews relevant to your search. The Board will vote to select a lone finalist. If requested, we will assist the Board and/or its attorney in preparing a draft contract. In addition, we will provide follow-up correspondence to candidates not selected and assist the board to assure an orderly transition in leadership.

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Superintendent Search Qualification Matrix

Name Position Enrollment District Salary Certification

Presently Under

Contract

Years in Current Position

Under Contract

Degree / Institute

The candidates are listed in alphabetical order for your convenience. Level I: the nonnegotiable skills and traits Level II: preferred skills and traits Level III: desired skills and trait

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Projected Scope of Services and Timeline To Be Determined Planning Meeting with Board President for Superintendent Search To Be Determined Announcement Superintendent Vacancy on Texasisd.com, Region

20 Education Service Center, and San Antonio ISD Websites To Be Determined Interviews with Board (face-to-face, phone conference, etc.) To Be Determined Focus Group meetings / Interviews with Administrators, Teachers,

paraprofessionals, parents, students, civic and business community and Online survey placed on school district website

To Be Determined Completion of Leadership Profile for Superintendent To Be Determined Proactive recruitment (networking, engagement, etc.) To Be Determined Deadline for submitting applications - Close search To Be Determined Search firm conducts reference checks on applicants selected for

interviews To Be Determined Special meeting of the Board, review all applicants with assistance

of search consultant, consultant presents slate for consideration for interviews.

To Be Determined Special Board Meeting, Board conducts interviews of candidates To Be Determined Special Board meeting, optional second interviews To Be Determined Board names lone finalist To Be Determined Board president and school attorney negotiate Superintendent’s

contract during 21 day vetting period To Be Determined Special Board meeting, Board hired Superintendent To Be Determined New Superintendent contracted reports for work. All applications will be reviewed. Materials received after the closing date may not be given full consideration depending on the number of applications received and other factors.

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Proposed Superintendent Search Agenda

1. Review Search Process 2. Approve groups to assist with developing leadership profile

a. Board members (individual interviews) b. Central office c. Administrators d. Principals / Asst. Principals e. Teachers f. Support Staff g. Students h. Parents i. Higher Education j. Community Members / Community Forum k. Clergy l. Local Elected Officials m. Other as recommended by the board

3. Discuss Timeline 4. Leadership Profile Assessment Form 5. Board Liaison During Search 6. School District Employee Liaison & Support During Search 7. Number of Candidates for Interview 8. Doctorate Required or Preferred 9. Inside Candidates 10. Compensation & Fringe Benefits 11. Marketing & Recruitment 12. Assessment & Evaluation of Candidates 13. District Web Site / Technical Support 14. Other

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Cost:

$20,000.00 Search $ 5.000.00 Expenses (travel, lodging, meals, etc.)

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References Dr. James Ponce Superintendent of Schools McAllen ISD 2000 North 23rd Street McAllen TX 78501 Phone: (956) 618-6000 John Longoria Board President Corpus Christi ISD 704 Louisiana, Corpus Christi TX 78404 361-813-3636 Ms. Marty Reyes Board Member Ysleta ISD 9600 Sims Drive El Paso, TX 79925 (915) 434-0000 Rick Lopez Superintendent Mission CISD 1201 Bryce Drive Mission, TX 78572 956-323-5505 Dr. Arturo Cavazos Superintendent Harlingen CISD 407 N. 77 Sunshine Strip Harlingen TX 78550 956-430-9502

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McShan Consulting Firm - Superintendent Searches Record of Hires

Name Hire Date Hired to District Enrollment Prior District Prior Position

Dr. Roland Hernandez July 2014 Corpus Christi ISD 39,500 Corpus Christi ISD Chief Administrative

Officer Carlos Guzman June 2014 Roma ISD 6,479 Roma ISD Interim

Superintendent Dr. Xavier De La

Torre April 2014 Ysleta ISD 43,512 Santa Clara County Public

Schools (CA) Superintendent

Judith Solis March 2014 LaVilla ISD 647 PSJA Memorial High School

Principal

Ricardo Lopez August 2013 Mission CISD 15,600 Ysleta ISD Asst. Superintendent Dr. Verna Ruffin July 2013 Jackson-Madison County

Schools (TN) 14,500 Tulsa Public School (OK) Asst. Superintendent

Ismael Garcia June 2013 Rio Hondo ISD 2,212 Brownsville ISD Chief Financial Officer

Dr. Lisa Garcia June 2012 Point Isabel ISD 2,632 Region One Dir. of Professional Development

Dr. Daniel Trevino August 2011 Mercedes ISD 5,781 La Feria ISD Asst. Superintendent Dr. Thomas Wallis June 2011 Bryan ISD 15,624 Palestine ISD Superintendent

Michael Poore February 2011 Bentonville Public Schools (AR)

16,000 Colorado Springs Public Schools (CO)

Deputy Superintendent

Dr. James Ponce June 2009 McAllen ISD 24,815 Dallas ISD Asst. Superintendent Horace Williams February 2008 Cedar Hill ISD 8,243 Dibol ISD Superintendent

Johnny Pineda June 2007 Raymondville ISD 2197 Brownsville ISD Asst. Superintendent

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McShan Consulting Firm - Superintendent Searches

List of Consulting

Bartlett ISD Brownsville ISD

Caddo Parish – (Shreveport, LA) Cedar Hill ISD

ColdSpring OakHurst CISD Duncanville ISD

Judson ISD Harleton ISD Kingsville ISD

La Joya ISD Lamarque ISD

Lancaster ISD Laredo ISD LaVilla ISD

Lockhart ISD Lyford ISD Manor ISD

Marshall ISD Mathis ISD

McAllen ISD Mercedes ISD Mission ISD

Mobile Public Schools (Mobile, AL) Port Arthur ISD

PSJA ISD Raymondville ISD

Rio Grande City ISD Rio Hondo ISD San Benito ISD Sharyland ISD

Sweetwater ISD Weslaco ISD

West Orange ISD