# Bundle 2: Consultants and contracts — digest

Bundle: `bundles/2-consultants-contracts.txt` (19 thread headings, 40 FILE entries incl. 4 marked DUPLICATE; ~153k words). Date range of the records: May 12, 2025 – June 2, 2026.

What the bundle contains, in one paragraph: three executed BVSD purchasing contracts (Billig Consulting $10,000 research on microschools/K-2 models, July 2025; Planfully Consulting $60,000 embedded advisory "for potential consolidation and closure of schools," Feb 2026; Education Resource Strategies $70,000 community-engagement "simulation" and six regional meetings, Feb–Apr 2026), the email trails that produced them (proposals, purchase orders, redline negotiations, kickoff deck, scheduling with the Superintendent), a CORA request about the ERS contract, a $1.99M digital-scoreboard proposal for five high schools, the May 2025 Audit Committee packet (purchasing-policy redline plus Q3 FY2024-25 financial statements), and 39 Spanish-language community feedback forms from the May 20, 2026 "Considering Sustainable Shifts in BVSD" session at Columbine Elementary, translated to English.

Reading note: the same contract appears many times as quoted attachments. Each contract is summarized once (under the thread where the executed copy lives) and only the differences between versions are noted elsewhere. Boilerplate BVSD terms (insurance, indemnity, CORA acknowledgement, etc.) are identical across all three contracts unless stated.

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## 1. Thread-by-thread digest

### A. Planfully Consulting (Contract 2039)

**Thread: `Fully_Executed_Agreement_Attached-attachments__203`** | executed Feb 12, 2026 | parties: Planfully Consulting (Lisa Relou, Claire Redmond Takhar) and BVSD (Rob Price, Asst. Supt. of Operational Services; Kathleen Sullivan, Legal Review) | file: `Fully_Executed_Agreement_Attached-attachments__2039 - Planfully - Consulting Services FY 26 - signed by all parties.pdf`

- **What it is:** The fully executed BVSD Purchasing Contract No. 2039 with Planfully Consulting (4530 S. Verbena St, Denver), 13 pages plus the 3-page Planfully proposal as Exhibit A. This is the only signed copy in the bundle; the same contract appears unsigned/partly signed in the "puchasing contract for review and signature" thread.
- **Key facts / quotes:**
  - Cover page contract description: "Consultant will provide consulting services for potential consolidation and closure of schools." (Fully_Executed_Agreement_Attached-attachments__2039)
  - Effective Feb 9, 2026; expires June 30, 2026; Contract Lifetime Maximum $60,000.00; four optional 12-month renewals; "ESTIMATED PRICE" (hourly) structure, not fixed price.
  - Exhibit A: "$150/hr for a total amount not to exceed $60,000.00"; assumptions "Average of 20 hours per week for up to 20 weeks; maximum of 400 hours"; monthly invoicing.
  - Signatures: Claire Redmond Takhar for Planfully (date not stamped on this copy; her signed copy was returned Feb 11); Kathleen Sullivan, Legal Review (Feb 12, 2026 15:29:54 MST); Rob Price (Feb 12, 2026 15:43:31 MST).
  - Proposal (dated Feb 3, 2026) scope: "Embedded Advisory Support through the completion of the First Two Phases of BVSD's Strategic Community Engagement Plan for Resilient Schools" — Phase 1 (Preparation) and Phase 2 (Building Understanding & Collecting Input); "It is structured to complement Phase 1 and 2 and prepare for Phase 3 and 4 ... and anticipated Board timelines."
  - Proposal framing: BVSD "is experiencing declining enrollment that is accelerating more quickly than previously projected"; "more than three years of collaboration with the Long Range Advisory Committee"; "clear alignment between the Board of Education and the Superintendent to confront these challenges directly and responsibly."
  - Role bullets include: "Help district leaders anticipate downstream impacts and 'see around corners' as engagement unfolds"; "Provide light-touch communications support by advising on framing, sequencing, and consistency, supporting the district's core communications function"; "begin early readiness forecasting by supporting initial thinking about how department functions may be implicated."
  - Credentials: "Together, we have supported the closure or consolidation of more than 30 schools and advised multiple executive teams through complex system-level changes and crisis response."
  - "We will subcontract services as needed" with advance notice.
  - Standard clauses of note: Contractor may not initiate or respond to press contact without written District approval (22.9); all work product is District property (25); District may terminate without cause on 10 days' notice (4).
- **Relevance:** High — the district's own contract language says the consultant was hired for "potential consolidation and closure of schools" as of Feb 9, 2026, and the proposal describes closure/consolidation specialists embedded in the engagement process, including advising on messaging.
- **Tags:** CONSULTANTS, PROCESS, COMMUNICATIONS-PR, COMMUNITY-INPUT, FINANCES

**Thread: `planfully consulting proposal`** | Feb 3, 2026 | Lisa Relou (Planfully) to Rob Anderson (BVSD Superintendent), cc Randy Barber (Chief Communications Officer), Claire Redmond Takhar, Rob Price | file: `Planfully_Consulting_Proposal.pdf`

- **What it is:** Cover email transmitting the proposal to the Superintendent, referencing a meeting "on Friday" (i.e., Jan 30, 2026). The attached proposal is identical to Exhibit A above.
- **Key facts / quotes:**
  - "Dr. Anderson, thank you for your time on Friday. Claire and I enjoyed the conversation and the opportunity to learn about BVSD's Strategic Community Engagement Plan for Resilient Schools." (Planfully_Consulting_Proposal.pdf)
  - Randy Barber (communications) is copied on the proposal from the outset.
  - Six days later (Feb 9) the contract's effective date begins; the contract was executed Feb 12.
- **Relevance:** High — establishes that the closure/consolidation consultants were pitched directly to the Superintendent with the communications chief looped in, and hired within two weeks.
- **Tags:** CONSULTANTS, COMMUNICATIONS-PR, PROCESS

**Thread: `puchasing contract for review and signature`** (sic) | Feb 11, 2026 | Derrell Walton (BVSD Senior Buyer) ↔ Planfully (Claire Takhar), cc Rob Price, Stephanie Glockzin (Director of Supply Chain Management), Lisa Relou | files: `Puchasing_Contract_for_review_and_signature.pdf`, `Re_Puchasing_Contract_for_review_and_signature.pdf`

- **What it is:** Procurement sends the standard contract to Planfully ("I received a request from Rob Price to prepare a contract for the consulting services Planfully will be providing to the District beginning this month"); Claire Takhar returns it signed the same afternoon. The reply file contains the unsigned draft plus the vendor-signed copy (two full copies of the contract). No redlines from Planfully.
- **Key facts / quotes:**
  - Walton, Feb 11, 10:07 AM: contract attached "with your proposal included as Exhibit A - Statement of Work."
  - Takhar, Feb 11, 4:23 PM: "Lisa and I have reviewed the contract and I have signed on behalf of Planfully Consulting."
  - Attachments include `ATT00002.bin` and `ATT00004.bin` (binary, not rendered) — likely inline signature images.
- **Relevance:** Low/Medium — procedural; confirms Planfully accepted BVSD's standard terms without negotiation, in one day.
- **Tags:** CONSULTANTS, PROCESS

**Thread: `fully executed agreement attached`** | Feb 13, 2026 | Derrell Walton to Planfully, cc Lisa Relou, Rob Price, Stephanie Glockzin, Sierra Espinoza | file: `Fully_Executed_Agreement_Attached.pdf`

- **What it is:** One-line transmittal of the executed Contract 2039 ("Please reply to confirm receipt"). Form email.
- **Relevance:** Low.
- **Tags:** CONSULTANTS, PROCESS

### B. Education Resource Strategies (Contract 2040)

**Thread: `ers service & support options for the bvsd team`** | Jan 29, 2026 | Angela King Smith (ERS Partner) to Rob Price | file: `ERS_Service_Support_Options_for_the_BVSD_Team.pdf` (attachment: "BoulderValley_ERS Portfolio Service Offerings_1.20.2026.docx")

- **What it is:** ERS's menu of "School Portfolio Service Offerings" (dated January 2026) sent after Rob Price asked "what might be possible." It describes three tiers of support for districts facing enrollment decline, with case studies of prior closure/consolidation work.
- **Key facts / quotes:**
  - "Thank you again for raising the questions about 'what might be possible' and how ERS could support your team's work." (ERS_Service_Support_Options)
  - ERS lists "Close or consolidate schools" among its "Range of Portfolio Options."
  - Case studies: Pittsburgh (2024; "declining enrollment, low (and declining) school utilization rates, a significant budget deficit"); Jackson MS (2019 enrollment study; district "publicly announced plans to redesign its school portfolio"); Tulsa (2018–2021; "focused consolidation of 5 under-enrolled schools"); Hartford (2018).
  - Tier 1 "Foundational" (8–12 weeks): enrollment & utilization analysis, equity & access analysis, school-level profiles, decision principles. "Importantly, Tier 1 does not involve recommendations related to school closures or consolidations."
  - Tier 2 "Comprehensive" (4–6 months): portfolio scenarios, trade-off analysis, community engagement, "culminating in vote-ready materials and decision framing."
  - Tier 3 "Implementation" (6–12+ months): "most appropriate for districts that have committed to portfolio actions such as school closures, consolidations, relocations."
  - No pricing in the menu; "project timing and pricing varies by tier."
  - What BVSD actually bought (see contract) is the engagement-session piece only — not the Tier 1 fact base and not Tier 2 scenario/trade-off analysis.
- **Relevance:** High — shows ERS offered a full analytic pathway (fact base → scenarios → vote-ready materials) and BVSD purchased only a $70k community-engagement exercise; useful for arguing the analytic work underpinning the plan was not commissioned from this vendor.
- **Tags:** CONSULTANTS, PROCESS, DATA, COMMUNITY-INPUT

**Thread: `ers proposal`** | Feb 6–17, 2026 | Rob Price, Sierra Espinoza (BVSD, purchasing/admin), Angela King Smith, Alex Kogan (ERS), cc Robbyn Fernandez (Asst. Supt. of Schools), Lora De La Cruz (Deputy Supt.), Randy Barber, Samantha LeVangie (ERS); forwarded to Susan Cousins (Operational Services Communications Manager) | files: `RE_ERS_Proposal.pdf`, `Fwd_ERS_Proposal.pdf` (same content, forwarded)

- **What it is:** The purchase-order and kickoff chain. Rob Price asks Sierra to "enter a req for ERS's proposal" once the account code comes "from Sarah" (Feb 6); PO issued Feb 9; ERS asks whether a formal contract is needed; Price says "The purchase order will allow us to move forward" (Feb 10); ERS sends the kickoff agenda and deck for the Feb 17 meeting. The attached `BVSD_Kickoff_Deck.pdf` describes the "simulation"/game ERS was building.
- **Key facts / quotes:**
  - Price, Feb 9: "It would be helpful to know what information or materials you need from us to continue working on the simulation." (RE_ERS_Proposal)
  - Kickoff deck project goals: district team "Understands community appetite for – and considerations around – different trade-offs and potential portfolio decisions."
  - ERS team: Angela King Smith (Partner & Project Lead), Samantha LeVangie (Principal Associate), Simon Ellis (Associate), Raquel Fernandes (Analyst). BVSD project leads: Rob Price, Robbyn Fernandez, Randy Barber, Lora De La Cruz. "BVSD Communications Staff" assigned "Exercise and material translation/coordination."
  - Draft timeline (weeks of 2/16 through 4/6): game test with BV team ~week of 3/2; facilitation training weeks of 3/16–3/23; "*Potential Community Sessions" weeks of 3/30 and 4/6; synthesis "May continue after 4/6."
  - Exercise design: 30-min "Day-in-the-Life" comparing "a well-enrolled and resourced school compared to an under-enrolled, resource-constrained school," then 60-min "Student Priority Exercise" with Student Experience Cards and Action Cards; "Players are told that the district is experiencing enrollment decline."
  - Example action cards: "Reducing the number of grades that a school may offer (K-8 to K-5 and 6-8)" → "Increases class size"; "Consolidate or Regionalize Non-Core Offerings" → "Decrease breadth of elective academic offerings."
  - Key decision point posed to BVSD: "Are there specific resource actions/decisions (such as the consolidation of schools/closing school campuses) that should be excluded from the exercise?" (BVSD_Kickoff_Deck in RE_ERS_Proposal)
  - Draft student profiles (marked DRAFT/Archive): "Anthony" at fictional "Evergreen Elementary, a K-8 school ... with 750 students ... currently has a waiting list"; "Damon" at fictional "Maplewood Elementary, a K-8 ... just 400 student's total," whose school "has to share specials teachers with another school nearby," whose "rookie teacher didn't have any support in lesson-planning," and where "students have a 30-minute study hall ... in mixed-grade groups of ~30" because of "lower staffing allocations."
  - Translation into Spanish is planned from the outset.
- **Relevance:** High — documents that the community "engagement" tool was a consultant-designed persuasion/prioritization game framed around enrollment decline, built before the sessions, with the district deciding which options (including closures) to include or exclude.
- **Tags:** CONSULTANTS, COMMUNITY-INPUT, COMMUNICATIONS-PR, PROCESS, DATA

**Thread: `purchasing contract for your review and signature`** | Feb 11 – Mar 10, 2026 | Derrell Walton ↔ Jonathan Travers (ERS President), Alex Kogan (ERS Strategy & Partnerships Lead), cc Rob Price, Stephanie Glockzin, Angela King Smith, Katie Roy (ERS Partner & General Counsel), Michelle Guertin (ERS Controller) | files: `Purchasing_Contract_for_your_review_and_signature.pdf` (Feb 11), `Re_..._02192026_1003AM.pdf` (Feb 19), `Re_..._03052026_0235PM.pdf` (Mar 5), `Re_Purchasing_Contract_for_your_review_and_signature.pdf` (Mar 10)

- **What it is:** The month-long redline negotiation of ERS Contract 2040. Each file carries a full copy of the contract at that stage; only the differences matter.
- **Key facts / quotes:**
  - Feb 11 (Walton): "we have issued PO# 465619 and would like to put this contract in place to formalize the agreement." Original draft names "Luree Nikias / billing@erstrategies.org" as contractor rep; Exhibit A proposal is dated "01/28/2026"; cover shows $70,000 lifetime maximum.
  - Feb 12 (Travers): "Our legal counsel will review it."
  - Feb 19 (Kogan): "Our legal counsel has reviewed the contract and has requested a few changes, included in the redlined version attached." ERS's redline (`2026-02-19 Boulder Valley.docx`): contractor rep changed to Angela King Smith with Katie Roy as legal notice rep; the $70,000 figure removed from the cover "Contract Lifetime Maximum" box; an "Invoicing Schedule" added ($10,000 on 2/28/26, $30,000 on 3/31/26, $30,000 on 4/30/26); the $3M/$10M sexual-abuse-and-molestation insurance limits deleted; Section 19 "FINGERPRINTING AND BACKGROUND CHECKS" deleted; the personnel-replacement approval clause (22.7) deleted; Section 24 "WARRANTY OF GOODS AND SERVICES" (12-month warranty) deleted.
  - Mar 2 (Kogan): "I'm checking in about the contract changes — is there any update?" Walton: update "by the end of the week."
  - Mar 5 (Walton): "Attached you will find our responses to your redlines" (`2040 - ERS - ... BVSD Redlines.docx`). Kogan, same day: signer will be "Michelle Guertin, Controller"; "I believe ERS will have no contact with students during the project (and no unsupervised contact with students). Does this change the background check requirement?" Walton: "The background check is standard language in our contracts. ERS will probably not be required to undergo background checks, however, if the need arises, we want to make sure that ERS is aware."
  - Mar 10 (Kogan): "I believe the only change is the addition of Exhibit B, which is a schedule of when all members of the ERS team will be working on this project." The Mar 10 version restores the fingerprinting/background-check section and the personnel clause (now "which shall not be unreasonably withheld," with Exhibit B: King Smith, LeVangie, Ellis, Travers through 5/1/26; Raquel Jorge Fernandes through 4/1/26). The abuse-coverage limits and the 12-month warranty clause stay deleted.
  - Note: the contract was not executed until April 7 (see below), after all three invoice dates in its own schedule and after the proposal's late-March/early-April session window.
- **Relevance:** Medium — mostly procedural, but it documents that ERS worked from Feb 9 on a PO alone for two months, that BVSD's legal review took Feb 19–Mar 5, and that the district accepted deletion of its standard warranty and abuse-coverage terms.
- **Tags:** CONSULTANTS, PROCESS

**Thread: `education resource strategies contract`** | Mar 5, 2026 | Derrell Walton to Rob Price, cc Stephanie Glockzin | file: `Education_Resource_Strategies_Contract.pdf` (attachment: "2040 - ERS - Professional Services Contract FY26 - ERS Redlines.docx")

- **What it is:** Internal check by Procurement before responding to ERS's redlines.
- **Key facts / quotes:**
  - "are you okay moving forward with the invoicing schedule suggested (refer to p.1 of the attached document)? Also, will ERS, at any point during their work with the District be in direct contact with students?" (Education_Resource_Strategies_Contract.pdf)
  - Attached copy is the ERS-redlined version (invoicing schedule on cover; no fingerprinting section; no personnel clause; no warranty).
  - No reply from Rob Price is in the bundle.
- **Relevance:** Low/Medium.
- **Tags:** CONSULTANTS, PROCESS

**Thread: `bvsd|ers scheduling`** | Mar 9–10, 2026 | Samantha LeVangie and Angela King Smith (ERS) ↔ Laura Shafer (Executive Secretary to the Superintendent and Board), Robbyn Fernandez, cc Randy Barber, Rob Price, Simon Ellis, Jonathan Travers | 9 files: `BVSD_ERS_Scheduling.pdf`, `Re_..._03092026_1257PM.pdf`, `RE_..._03092026_0101PM.pdf`, `RE_..._03102026_1122AM.pdf`, `Fwd_BVSD_ERS_Scheduling.pdf`, `Re_..._03102026_0313PM.pdf`, `Re_..._03102026_0320PM.pdf`, `RE_BVSD_ERS_Scheduling.pdf`, `Re_BVSD_ERS_Scheduling (2).pdf`

- **What it is:** Calendar confusion ("daylight savings doesn't help!") over meetings with Superintendent Anderson to review the ERS simulation, then a request for a second, private hour with him. Each later file quotes the earlier ones; new content is small.
- **Key facts / quotes:**
  - LeVangie, Mar 9: two intended meetings — "with Supt. Rob Anderson, Randy, Robbyn and Rob P. to run through the current version of the simulation and discuss next steps," and "with Randy, Robbyn and Susan on Community Engagement." (BVSD_ERS_Scheduling.pdf)
  - Shafer, Mar 9: "Rob Anderson has a meeting scheduled tomorrow, March 10th at 8:30am." Corrected schedule: Mar 10, 8:30–9:30 with Anderson and team; 9:30–10:30 with Robbyn, Randy and Susan.
  - King Smith, Mar 10, 10:22 AM: "We would like to schedule 1 more hour with him this week to share with him another aspect of the work regarding the community engagement session." (RE_BVSD_ERS_Scheduling_03102026_1122AM.pdf)
  - Fernandez to Shafer, Mar 10, 2:13 PM: "invite the ERS team? I believe that he wants to meet alone with them." (Re_BVSD_ERS_Scheduling_03102026_0313PM.pdf)
  - Follow-up set for Thursday, Mar 12, 3:00 PM MT; ERS invitees Angela King Smith, Samantha LeVangie, Jonathan Travers (ERS President). Invitation sent 3:07 PM.
- **Relevance:** Medium — places the Superintendent personally reviewing the "simulation" on Mar 10 and meeting ERS alone on Mar 12, roughly two weeks before the engagement sessions were originally planned. What "another aspect of the work" was is not stated.
- **Tags:** CONSULTANTS, PROCESS, COMMUNITY-INPUT, BOARD

**Thread: `Fully_Executed_Professional_Services_Agreement_w_E`** | executed Mar 14 / Apr 7, 2026 | ERS (Michelle Guertin, Controller) and BVSD (Rob Price; Kathleen Sullivan, Legal Review) | file: `Fully_Executed_Professional_Services_Agreement_w_Education_Resource_Strategies-attachments__2040 - ERS - Professional Services Contract FY26 - signed by all parties.pdf`

- **What it is:** The executed BVSD Purchasing Contract No. 2040 with Education Resource Strategies Inc (480 Pleasant St, Watertown MA), with the 5-page ERS proposal as Exhibit A and Exhibit B personnel schedule. Summarized once here.
- **Key facts / quotes:**
  - Contract description: "Education Resource Strategies will be providing consulting services for proactive community engagement as it pertains to potential school consolidation." (Fully_Executed_Professional_Services_Agreement_w_ERS-attachments__2040)
  - Effective Feb 9, 2026; expires June 30, 2026; NTE $70,000 (fixed price); four optional renewals; payment schedule "$10,000 invoiced on 2/28/26, $30,000 invoiced on 3/31/26, $30,000 invoiced on 4/30/26."
  - Signatures: Michelle Guertin (Mar 14, 2026 11:25:46 EDT); Kathleen Sullivan (Apr 7, 2026 15:57:10 MDT); Rob Price (Apr 7, 2026 17:26:12 MDT).
  - Proposal "The Opportunity": BVSD "is currently grappling with significant under-enrollment in specific regions in a time of fiscal constraint ... the district must evaluate its current school footprint."
  - Dual purpose: "educate community stakeholders on (a) the relationship between scale and service delivery ... (c) the levers the district can pull to optimize the configuration of schools"; and "help district leadership learn more about how different community stakeholders are currently thinking."
  - "This project represents an important early-stage step in a broader districtwide conversation about enrollment and school configuration and will serve the district well as it shifts to developing a more comprehensive fact base to support future analysis and ultimately decision-making."
  - Deliverables: Day-in-the-Life and "Values-Based Configuration Optimization" exercises (ERS retains ownership; BVSD gets use rights); "six (6) regional meetings focused on the communities identified by BVSD that they think are most likely to be impacted by potential school changes"; Workstream III analytics: Value-Mapping Report, "Meeting Participants and Broader Community Comparison Group" (against "broader district polling"), Regional Feedback Crosswalk, Cross-Meeting Summary Report.
  - "Note: While both exercises will be designed to align with BVSD context, they will explicitly not represent BVSD schools or students."
  - District responsibilities include "Identify impacted communities and select locations for up to 6 regional meetings," "Lead outreach, invitations, and community communications," "Manage media inquiries and external communications related to the meetings."
  - Timeline: ~12 weeks (Feb–May): tool design Feb–Mar, regional meetings Mar–Apr, analysis Apr.
  - Price: "The estimated project cost for ERS is $90,000 ... we are able to access national foundation funding to significantly subsidize Workstream 1, reducing the BVSD share of the cost to $70,000." Led by Dr. Angela King Smith with oversight from Jonathan Travers.
  - Differences from BVSD's standard form (vs. the Planfully contract): no 12-month warranty clause; no $3M/$10M sexual-abuse-and-molestation coverage limits; personnel approval "shall not be unreasonably withheld" and Exhibit B substitutes for approvals.
- **Relevance:** High — the district's own document frames the community sessions as an "early-stage step" ahead of "a more comprehensive fact base," and defines the engagement as education toward configuration "levers" plus data collection on community appetite. The scope names no analysis of which schools to close, no facility study, and no enrollment projections.
- **Tags:** CONSULTANTS, COMMUNITY-INPUT, PROCESS, DATA, COMMUNICATIONS-PR, FINANCES

**Thread: `fully executed - professional services agreement w/ education resource`** | Apr 8, 2026 | Derrell Walton to Alex Kogan, cc Rob Price, Stephanie Glockzin, Rebecca Zaltman (BVSD paralegal), Jonathan Travers, Angela King Smith, Katie Roy, Michelle Guertin | file: `Fully_Executed_Professional_Services_Agreement_w_Education_Resource_Strategies.pdf`

- **What it is:** Transmittal of the executed ERS contract. Form email.
- **Key facts:** Executed copy sent Apr 8, 2026 — about eight weeks after work began under PO# 465619 and after the last scheduled invoice date (4/30 is later, but 2/28 and 3/31 had passed).
- **Relevance:** Low/Medium (timing).
- **Tags:** CONSULTANTS, PROCESS

**Threads: `Fwd_GovQA_New_Request_Assignment_C000022_042326-at` and `Re_GovQA_New_Request_Assignment_C000022_042326-att`** | Apr 23, 2026 | files: two copies of `2040 - ERS - Professional Services Contract FY26 - signed by all parties.pdf`, both marked `[DUPLICATE ...]`

- **What it is:** The executed ERS contract as attached to the GovQA emails below. Duplicates; nothing new.
- **Relevance:** Low.
- **Tags:** NOISE, CONSULTANTS

**Thread: `govqa new request assignment - c000022-042326`** | Apr 23, 2026 | Rebecca Zaltman (BVSD Paralegal), Stephanie Glockzin (Director of Supply Chain Management), Rob Price, Derrell Walton; requester Kari Costello | files: `Fwd_GovQA_New_Request_Assignment_C000022_042326.pdf`, `Re_GovQA_New_Request_Assignment_C000022_042326.pdf`

- **What it is:** Internal handling of a separate, earlier public-records request (not the Boulder Reporting Lab request) about the consultant. The GovQA notice is an auto-generated assignment; the staff replies identify the ERS contract as the responsive record.
- **Key facts / quotes:**
  - Request text: "I am requesting the contract, paperwork or financial records that shows what BVSD paid to the consulting firm they hired to help with big, upcoming changes (i.e. school closures, student enrollment on the decline). I would also like to see ... what it cost BVSD to break this contract." (Fwd_GovQA_New_Request_Assignment_C000022_042326.pdf)
  - Zaltman: "Did we break the contract for the engagement sessions with ERS or is she talking about something else?"
  - Rob Price, Apr 23, 3:35 PM: "I'm assuming that she is referring to the contract with ERS. We did not break that contract." (Re_GovQA_New_Request_Assignment_C000022_042326.pdf)
  - Glockzin: "Termination is covered in Section 4."
  - Staff identify only the ERS contract as responsive; the Planfully contract (also "consulting services for potential consolidation and closure of schools") is not mentioned in the reply.
- **Relevance:** High — shows that by April 23, 2026 a community member believed the district had cancelled its consultant engagement, and that the district's answer to a request about "the consulting firm they hired to help with ... school closures" pointed only to ERS, not Planfully. Whether the ERS regional sessions actually occurred as scoped (six, late March/early April) is not evidenced anywhere in this bundle; the only sessions documented are the May 20–21 "Sustainable Shifts" meetings.
- **Tags:** CONSULTANTS, PROCESS, COMMUNITY-INPUT, PRESS

### C. Billig Consulting (Contract 1854)

**Thread: `Fwd_Billig_Consulting_contract_1854_need_funding_c`** | executed Jul 24 / Aug 1, 2025 | Billig Consulting (Shelley H. Billig, Ph.D., Denver) and BVSD (Lora De La Cruz, Ed.D., Deputy Superintendent; Kathleen Sullivan, Legal Review; district legal notice recipient Paul Squillace, then Director of Supply Chain Management) | files: `...-attachments__1854 - Billig Consulting - 2025-26 Contract - signed.pdf` plus two `[DUPLICATE]` copies

- **What it is:** Executed BVSD Purchasing Contract No. 1854 for a literature review on microschools and K-2 school models, with Billig's proposal and CV as Exhibit A.
- **Key facts / quotes:**
  - Contract description: "Contractor will provide research on microschools and K-2 school models." Line item "FY26 Microschool / K-2 Research," $10,000 fixed price, "due upon Contract completion." Effective July 23, 2025; expires June 30, 2026.
  - Signatures: Shelley Billig (Jul 24, 2025 08:34:01 MDT); Lora De La Cruz (Aug 1, 2025 18:29:31 MDT); Kathleen Sullivan (legal review, undated on this copy).
  - Research questions: what microschools are, common models, "challenges associated with microschool implementation," start-up costs, outcome evidence, sample sites to visit; for K-2 schools: "advantages and disadvantages," outcome evidence, "samples of K-2 schools that could be visited."
  - "Methodology: These topics will be investigated through a review of the literature and a search for sample models. Report: The report will provide a brief summary." Report due "by August 29, 2025."
  - Insurance waived: "Because Contractor's services are limited to research and related deliverables and are not provided on District property, the District agrees that the Contractor is not required to maintain the insurance coverage."
  - Billig CV: former VP, RMC Research Corporation; sample projects include "state level studies of ... effects of school closure, turnaround schools."
  - The report itself is not in the bundle.
- **Relevance:** High — nine months before the community was shown "Shift 2: Grade reconfiguration | K-5 split into K-2 and 3-5," the Superintendent's office commissioned research on K-2 school models (and microschools, which do not appear in any later material here). The deliverable is absent from the production.
- **Tags:** CONSULTANTS, PROCESS, DATA, HISTORY

**Thread: `billig consulting contract #1854 - need funding code`** | Aug 4–11, 2025 | Stephanie Glockzin (then Senior Buyer / Contract Specialist), Limary Bonilla (BVSD finance), Laura Shafer, Rob Anderson, Gillian Luis (BVSD) | files: `Fwd_..._08082025_0156PM.pdf`, `Fwd_..._08112025_0700AM.pdf`, `Fwd_Billig_Consulting_contract_1854_need_funding_code.pdf`

- **What it is:** Finance cannot pay Billig's invoice because nobody assigned a budget code; it traces back to the Superintendent. Each file adds one short message on top of the same chain; the Billig invoice is attached to each.
- **Key facts / quotes:**
  - Glockzin, Aug 4: contract "was requested by Lora ... The total is $10,000." Aug 7: "Billig Consulting has already sent an invoice (attached)."
  - Bonilla to Shafer, Aug 8: "I checked with Lora and she said that she was asked by Rob to initiate and get this consultation done and she did but she is assuming is coming out of Rob's budget." (Fwd_..._08082025_0156PM.pdf)
  - Shafer to Anderson, Aug 11, 6:00 AM: "Is this $10,000 contract for Shelly Billig something you agreed to pay for from your budget?"
  - Shafer to Gillian Luis, Aug 11, 12:35 PM: "Rob has approved $10,000 to hire Shelley Billig for contracted work." (Fwd_Billig_Consulting_contract_1854_need_funding_code.pdf)
  - Invoice: "INVOICE 005 ... FEBRUARY 9, 2024" (date appears to be a typo), "Contract 1854 ... $10,000.00," EIN 83-258813. Invoiced before the Aug 29 report due date, although the contract says payment is "due upon Contract completion."
- **Relevance:** Medium — establishes the K-2 research was initiated at the Superintendent's request and paid from his budget, outside normal departmental budgeting.
- **Tags:** CONSULTANTS, FINANCES, PROCESS, STAFF-HR

### D. Board / finance context

**Thread: `audit committee`** | May 12–19, 2025 | Bill Sutter (BVSD Chief Financial Officer) to Alex Medler and Lalenia Quinlan Aweida (Board of Education members), Robert Smartt (rwsmartt@gmail.com, non-district committee member), cc Rob Anderson | file: `Re_Audit_Committee.pdf` (attachments: `DJ-DJE Redline.pdf`, `DRAFT March 31 FY25 Financial Stmts.pdf`)

- **What it is:** Scheduling of an Audit Committee meeting (Tue May 20 ~1:15 PM or Thu May 22 morning) with two items: Q3 FY2024-25 financial statements and a redlined rewrite of purchasing policy DJ/DJE headed to the Board for study May 27 and action June 17, 2025. The 47-page financial statements and the policy redline are attached in full.
- **Key facts / quotes — policy redline:**
  - Sutter: changes include "Updating signatory thresholds to align with reasonable amounts for large districts" and "Add some clarifying language around sole-source procurements." "The larger policy review is getting pushed to the summer." (Re_Audit_Committee.pdf)
  - Old text (shown as deleted): Superintendent authority up to $50,000; "Contracts between $50,000 and $100,000 must be signed by the Board President"; contracts exceeding $100,000 "shall first be authorized by Board action." New signatory table: under $10,000 Directors/Principals; up to $50,000 Executive Directors; up to $250,000 "Assistant Superintendents, Deputy Superintendent, Chief Information Officer, or Chief Communications Officer"; up to $500,000 Superintendent or CFO; up to $1,000,000 Superintendent and CFO; "$1,000,000 or more — Board President and Board Secretary." The redline shows "$1,000,000" replacing "100,000" as the Board-authorization threshold.
  - Competition thresholds: micro-purchases to $10,000 (P-card); $10,000–$250,000 two written quotes; $250,000+ sealed bid/RFP — "except professional services and food."
  - Special circumstances allow no-competition awards for "Professional services when they are unique and there is not an equivalent or reasonable substitute."
  - Practical effect (if adopted as redlined): the $60,000 Planfully and $70,000 ERS contracts, signed by an Assistant Superintendent in Feb–Apr 2026, would need no Board President signature or Board action; the $1.99M scoreboard package would require Board President and Secretary. The adopted June 2025 text is not in the bundle and should be checked.
- **Key facts — Q3 FY2024-25 financials (nine months to Mar 31, 2025):**
  - General Operating Fund: adopted revenue $430.6M; expenditures $395.4M; reserves $44.8M (contingency $15.8M, district $10.7M, emergency $11.9M); beginning fund balance $82.4M; personnel 73.8% of adjusted budget YTD.
  - "The General Operating Fund reports a fund balance deficit of $40.5M, compared to $37.2M in the prior year. Beginning in November, the district's cash deficit began to be covered by proceeds from the State of Colorado Interest Free Loan Program. In June 2024, the Board of Education approved Resolution No. 24-20, which authorizes the district to borrow up to $180M." (Note: this is the usual property-tax timing gap — "approximately 95% of property tax revenues are collected in the second half of the year.")
  - Charter transfers: $34.9M budget; services provided to charters $6.6M revenue.
  - Building Fund: "In November 2022, voters approved ... $350M in general obligation debt ... On April 18, 2023, the district successfully sold $187.3M in bonds ... net proceeds of $200M ... By 2026, the district will have $162.7M in authorized bonds remaining for issuance." Beginning fund balance $168.1M; project expenditures YTD $50.2M of $94.0M budget.
  - Bond Redemption: $52.2M principal and interest paid December 2024; fund balance $66.6M.
  - Community Schools Fund: revenue down $990K (13.1%) — "Early Connections, the infant/toddler program, was permanently closed at the end of the FY2023-24"; Lifelong Learning revenue down 22.3%; School Age Care up 15.9% "due to an average daily attendance enrollment increase and a 8% tuition increase."
  - Health Insurance: "Kaiser Permanente expenses reflect a 19% premium increase; UMR expenses reflect an 8% premium increase."
  - Capital Reserve: 24 buses ordered ($3M); Transportation Fund notes "a continuing bus driver shortage."
  - Food Services: suppers "at two high-poverty schools (Columbine and University Hill)"; cost-of-sales ratio 41% vs 35.6% prior year.
  - Total investments $252,990,909 (incl. $122.1M bond proceeds).
  - Charter O&T allocations: Peak to Peak $2.03M, Summit $514K, Horizons K-8 $478K, Boulder Prep $141K, Justice High $126K.
- **Relevance:** Medium — no closure content, but it is the bundle's only district-wide financial baseline (reserves, bond capacity, cash-flow borrowing) and it documents a contemporaneous loosening of the signature/board-approval thresholds under which the closure consultants were later hired.
- **Tags:** FINANCES, BOARD, PROCESS, DATA, SCHOOL:Columbine, SCHOOL:University Hill

**Thread: `bvsd construction agreement and supporting documents for review`** | Jan 26–29, 2026 | Derrell Walton ↔ Chris Kirn (President/CEO, Digital Scoreboards LLC, Columbia IL), cc Stephanie Glockzin, Rob Price | file: `Re_BVSD_Construction_Agreement_and_Supporting_Documents_for_review_01292026_1220PM.pdf` (attachment: `Boulder Valley School District - Contract - 1.29.26.pdf`)

- **What it is:** Negotiation of a $1,990,000 package of LED video scoreboards for five high schools through the OMNIA cooperative purchasing contract #08-38 (no district competitive bid). The attachment is the vendor's itemized proposal and terms; unsigned in this copy. Not about closures; included in the production presumably because Rob Price is the named contact.
- **Key facts / quotes:**
  - Walton, Jan 26: "As we work through the internal approvals needed to move forward with your proposal, we kindly ask that you also review our construction agreement." Jan 29: asks for line-item pricing, "a 50% down payment, with the remaining balance paid upon completion of each individual scoreboard," and "whether there is any potential for student data to be exposed through the cloud-based software."
  - Kirn, Jan 29: itemized contract "with the additional required and included items ... the additional 11% discount ... and lastly the bonding fees, which in turn total the $1,990,000."
  - Per-school packages: Centaurus HS $516,921 (19'x32' display, new monopole structure); Boulder HS $537,003; Broomfield HS $512,839; Fairview HS $292,772 (13'x19' retrofit); Monarch HS $308,765 (retrofit). Subtotal $2,168,300; "Additional 11% Package Discount -$238,000.00"; "Payment & Performance Bonding $59,700.00"; "Total Package Price $1,990,000.00." Each package includes "Scorevision Software Suite (10-Year Prepaid ASL) $75,000.00" ($375,000 across five schools) and a "DS Academy Curriculum Package."
  - Acceptance page: "Q1 DISCOUNT ... Contract by 3/15/2026"; "TOTAL with 10-Year ASL $2,228,800.00 -$238,800.00 $1,990,000.00"; "50% Deposit Upon Acceptance / 50% Net 30 Upon Installation"; delivery "10-12 weeks."
  - Vendor terms: deposits "non-refundable"; Florida law/venue (overridden for governmental buyers); vendor may use the district's name and images for marketing; vendor takes a UCC security interest in the product until paid.
  - Funding source is not stated in the bundle.
- **Relevance:** Medium — cuts against the "fiscal constraint" framing in the same weeks: Operational Services was arranging a ~$2M discretionary athletics purchase (Jan 26–29, 2026) while telling consultants the district must "evaluate its current school footprint." Under the redlined DJ/DJE, a purchase this size would need Board President/Secretary signature; whether it went to the Board is not in the bundle.
- **Tags:** FINANCES, PROCESS, SCHOOL:Centaurus HS, SCHOOL:Boulder HS, SCHOOL:Broomfield HS, SCHOOL:Fairview HS, SCHOOL:Monarch HS

### E. Community feedback

**Thread: `job #4135 - new translation request due: may 26, 2026`** | Jun 2, 2026 (session May 20, 2026) | Susan Cousins (Operational Services Communications Manager) to Jessica Alzen (BVSD), cc Randy Barber, Rob Price | file: `Fwd_Job_4135_New_translation_request_due_May_26_2026.pdf` (attachments: "4135 - Sustainable Shifts Columbine 2026-05-20 (English).docx/.pdf")

- **What it is:** English translations of 39 handwritten Spanish-language feedback forms from the "Considering Sustainable Shifts in BVSD" community session held at Columbine Elementary on May 20, 2026 (one form dated 5/10/2026 from a Pioneer father, one 5/21/26 from Lafayette/Erie, two undated). Cousins: "The translated feedback forms from the Columbine session are attached." The forms present five "shifts," each with hopes/fears table questions and a five-point pulse check (the checkbox marks did not survive extraction, so the Likert responses are unreadable here).
- **The five shifts as presented to the community:** (1) "Introduce or expand focus programs"; (2) "Grade reconfiguration | K-5 split into K-2 and 3-5" plus "Convert K-8s to elementary & middle"; (3) "Relocate focus program"; (4) "Consolidate two or more schools into one building"; (5) "Close one or more schools and distribute students to multiple schools." Note this format differs from the ERS card game; whether ERS's exercise was used at these sessions is not shown.
- **Who responded:** 39 forms; roles given on 35 (mothers 22, fathers 6, grandparents 3, teachers/educators 4 incl. "Resident, father, teacher" and "Mother, teacher"); schools named: Columbine (13, various spellings), University Hill/Uni Hill (9), Pioneer (3), Crest View (4), Casey MS, Boulder High, Manhattan; residences mostly Boulder/North Boulder, plus Longmont (2), Erie (2), Lafayette (4).
- **Key facts / quotes (all from Fwd_Job_4135_...pdf):**
  - Bilingual programs dominate: "I don't think it would be a good idea to close the bilingual schools. There aren't many of us, and we're making great progress." — "We have 3 bilingual schools. Please do whatever is necessary to maintain unique programs such as bilingual education." — "My hope is that you will please prioritize bilingual schools because there are so few of them in the district." — "Moving the bilingual programs from Boulder to a location further east—away from where our families live."
  - Direct fear of closure: "My main fear is that if Columbine were to close, it would have a huge impact on my daughter." — "The fear that the school our children go to might be closed." — "I've been through the experience of school closures before, and it's not a positive one."
  - Distrust of motives/process: "I don't think it would work, because they are not thinking about the children; they are only thinking about how it would solve the district's problem." — "It won't solve the problem in the long run; it's more like, 'for now, let's do this and see what happens.'" — "That the district will continue struggling to recognize priorities, as it has been doing." — "I think they want to save money, but what for?"
  - Housing/land: "What do they plan to do when they close the schools? Do they plan to build more apartment buildings, or what?"
  - Transportation and safety: "A 2-kilometer walk with no path is ridiculous! It is very unsafe for children to walk 2 km on their own! The RTD isn't safe for a young child either." — repeated fears about transportation, families with children of different ages split across K-2/3-5 schools, and combined-grade classrooms.
  - Immigration: "Safety in schools for immigrant parents who fear ICE." — fears list: "Exclusion of bilingual schools. ICE."
  - Staff: "Layoffs" appears as a fear on at least six forms; "Cutting teaching positions."
  - Some support for consolidation if resourced: "Closing schools due to low enrollment benefits schools that are struggling to fill seats" (mother/teacher); "Having a full staff at the schools and being able to provide support to students, such as special education"; "Redistribution would be the most logical option ... They would have to travel less" (Pioneer teacher).
  - Process feedback: "I appreciate that this was done in Spanish, only in Spanish." — "Please let us know in advance so we can actively participate in all these important meetings." — "There needs to be more focus on what families and students want. Children are losing interest in school."
- **Relevance:** High — this is the only primary community-input data in the bundle: Spanish-speaking families at the district's three dual-language schools (Columbine, University Hill, Pioneer) overwhelmingly fear closure/relocation of bilingual programs, transportation loss and layoffs, and several question the district's motives. It also shows the May 2026 sessions presented closure and consolidation as explicit options.
- **Tags:** COMMUNITY-INPUT, SCHOOL:Columbine, SCHOOL:University Hill, SCHOOL:Pioneer, SCHOOL:Crest View, HOUSING, STAFF-HR, COMMUNICATIONS-PR, PROCESS

---

## 2. Top findings in this bundle

1. **BVSD's own contract says it hired consultants "for potential consolidation and closure of schools" on Feb 9, 2026.** Planfully Consulting's Contract 2039 carries that description on its cover page and in Exhibit A ("consolidation and closure of schools consulting services"). The two principals market "lived experience leading school closure and consolidation work at scale" and "more than 30 schools" closed or consolidated. The engagement is explicitly structured to run Phases 1–2 of the "Strategic Community Engagement Plan for Resilient Schools" and "prepare for Phase 3 and 4 ... and anticipated Board timelines." (Fully_Executed_Agreement_Attached-attachments__2039; Planfully_Consulting_Proposal.pdf)

2. **The closure consultants were engaged to shape messaging, not just analysis.** Planfully's scope includes "light-touch communications support by advising on framing, sequencing, and consistency" and helping leaders "'see around corners' as engagement unfolds." The proposal went to Superintendent Anderson with Chief Communications Officer Randy Barber copied, six days after their meeting, and was executed within nine days. (Planfully_Consulting_Proposal.pdf; Fully_Executed_Agreement_Attached-attachments__2039)

3. **The "community engagement" tool was a consultant-built simulation framed around enrollment decline, with the district choosing which options to include.** ERS's kickoff deck describes a card game in which "Players are told that the district is experiencing enrollment decline" and must trade off student experiences; the deck asks BVSD whether "the consolidation of schools/closing school campuses" should be "excluded from the exercise." The Superintendent personally reviewed "the current version of the simulation" on Mar 10 and met ERS alone on Mar 12. (RE_ERS_Proposal.pdf; BVSD_ERS_Scheduling thread)

4. **What ERS was paid for is narrow: no fact base, no scenarios, no facility study.** ERS's own menu offered Tier 1 (enrollment/utilization/equity analysis; "does not involve recommendations related to school closures"), Tier 2 (portfolio scenarios "culminating in vote-ready materials"), and Tier 3 (implementation). BVSD bought a $70,000 engagement package that ERS itself calls "an important early-stage step ... as it shifts to developing a more comprehensive fact base to support future analysis and ultimately decision-making." Nothing in this bundle shows the district commissioned that fact base from anyone. (ERS_Service_Support_Options; Fully_Executed_Professional_Services_Agreement_w_ERS-attachments__2040)

5. **The exercises "will explicitly not represent BVSD schools or students."** ERS designed fictional schools ("Evergreen," 750 students with a waitlist, vs. "Maplewood," 400 students sharing specials teachers) rather than BVSD data, so community sessions built on it were not informed by actual school-level conditions. (Fully_Executed_..._2040 Exhibit A; RE_ERS_Proposal.pdf draft slides)

6. **Consultants worked for two months on a purchase order before any contract existed, and the ERS contract was signed after its own invoice dates.** ERS started Feb 9 on PO# 465619 ("The purchase order will allow us to move forward" — Rob Price, Feb 10); the contract's payment schedule invoices $10,000 on 2/28 and $30,000 on 3/31, but BVSD did not execute it until Apr 7 (legal review took Feb 19–Mar 5). (RE_ERS_Proposal.pdf; purchasing contract thread; Fully_Executed_..._2040)

7. **A community member believed by Apr 23, 2026 that the district had "broken" its consultant contract; the district says it did not.** CORA request C000022-042326 (Kari Costello) asked for records of "what it cost BVSD to break this contract." Rob Price: "We did not break that contract." Staff pointed only to the ERS contract, not Planfully's. The bundle contains no evidence the six ERS regional meetings scoped for late March/early April happened; the only documented sessions are May 20–21 ("Sustainable Shifts"), in a different five-option format. Worth pressing: were the ERS sessions held, when, where, and where are ERS's Workstream III reports (Value-Mapping Report, Cross-Meeting Summary)? (govqa thread; Fwd_Job_4135)

8. **K-2 reconfiguration was being researched at the Superintendent's request in July 2025 — nine months before it was presented to families as a "shift."** Billig Consulting's $10,000 contract (effective July 23, 2025; report due Aug 29, 2025) covered "microschools and K-2 school models," was initiated by the Deputy Superintendent because "she was asked by Rob," and was paid from the Superintendent's budget after finance could not find a funding code. The report is not in the production. (Billig contract; funding-code thread)

9. **Spanish-speaking families at the dual-language schools see the plan as a threat to bilingual education and to their communities.** Across 39 translated forms from the May 20 Columbine session, the dominant fears are closure or eastward relocation of the "3 bilingual schools," loss of transportation, layoffs, splitting siblings across K-2/3-5 buildings, and ICE. Several question motives ("only thinking about how it would solve the district's problem, not the students'"; "they want to save money, but what for?") and at least one asks whether closed schools become apartments. A minority would accept consolidation if it brings full staffing and special-education support. (Fwd_Job_4135)

10. **Sign-off thresholds were loosened in mid-2025.** The DJ/DJE redline sent to the Audit Committee (May 19, 2025; Board study May 27, action June 17) replaces Board-President signature for $50k–$100k contracts and Board authorization above $100k with a table letting Assistant Superintendents sign up to $250,000 and requiring Board signatures only at $1,000,000+. Both closure-consultant contracts ($60k, $70k) were then signed by an Assistant Superintendent with no Board involvement visible in this bundle. Verify the adopted text. (Re_Audit_Committee.pdf)

11. **"Fiscal constraint" sits beside a ~$2M scoreboard package.** In the same week ERS's proposal cited "a time of fiscal constraint," Operational Services (Rob Price as contact) was finalizing a $1,990,000 OMNIA co-op purchase of LED video scoreboards for five high schools, including $375,000 of prepaid 10-year software, with a vendor "Q1 discount" deadline of Mar 15, 2026. Funding source and Board approval are not shown. (Re_BVSD_Construction_Agreement...pdf)

12. **Evidence that cuts the other way.** The district did commission outside expertise, translated engagement materials into Spanish from the outset, planned "table facilitators, interpreters, translation services," and ERS's methodology includes comparing session participants against "broader district polling" for representativeness. ERS's nonprofit pricing ($70k of a $90k cost, foundation-subsidized) is modest. The Q3 FY25 financials show a district with $44.8M in General Fund reserves and $162.7M of unissued bond authority, not an insolvent one — but they also show cash-flow borrowing of up to $180M each year and rising benefit costs (Kaiser +19%). (ERS proposal; Re_Audit_Committee.pdf)

13. **Contract terms the district gave up for ERS.** Compared with its standard form (as used with Planfully), the executed ERS contract omits the 12-month warranty clause and the $3M/$10M sexual-abuse-and-molestation coverage requirement, and softens personnel approval to "not unreasonably withheld." Minor, but it shows the district accepted the vendor's redlines on liability terms. (purchasing contract thread; compare Fully_Executed_..._2039 vs _2040)

---

## 3. Timeline entries

- 2022-11 — Voters approve $350M GO bond authorization (Facilities Critical Needs Plan) — (Re_Audit_Committee.pdf)
- 2023-04-18 — District sells $187.3M of bonds; net proceeds $200M — (Re_Audit_Committee.pdf)
- 2024-06 — Board Resolution 24-20 authorizes borrowing up to $180M under the State Interest Free Loan Program — (Re_Audit_Committee.pdf)
- 2024-12 — $52.2M bond principal and interest paid — (Re_Audit_Committee.pdf)
- 2025-01-28 — Board passes FY2024-25 Revised Budget — (Re_Audit_Committee.pdf)
- 2025-03-31 — Q3 FY2024-25 financial statements close; General Operating Fund shows $40.5M fund-balance deficit (cash timing) — (Re_Audit_Committee.pdf)
- 2025-05-12 — Bill Sutter proposes Audit Committee meeting for May 20 — (Re_Audit_Committee.pdf)
- 2025-05-19 — Sutter circulates Q3 financials and DJ/DJE purchasing-policy redline; proposes meeting May 20 or May 22 — (Re_Audit_Committee.pdf)
- 2025-05-27 — Planned Board study of revised purchasing policy DJ/DJE — (Re_Audit_Committee.pdf)
- 2025-06-17 — Planned Board action on DJ/DJE — (Re_Audit_Committee.pdf)
- 2025-07-23 — Billig Consulting Contract 1854 effective date (microschools / K-2 research, $10,000) — (Billig contract)
- 2025-07-24 — Shelley Billig signs Contract 1854 — (Billig contract)
- 2025-08-01 — Lora De La Cruz signs Contract 1854 — (Billig contract)
- 2025-08-04 — Glockzin requests funding code for Billig contract — (Fwd_..._08082025_0156PM.pdf)
- 2025-08-07 — Billig invoice ($10,000) already received — (Fwd_..._08082025_0156PM.pdf)
- 2025-08-11 — Shafer confirms "Rob has approved $10,000 to hire Shelley Billig" — (Fwd_Billig_Consulting_contract_1854_need_funding_code.pdf)
- 2025-08-29 — Billig report due date — (Billig contract Exhibit A)
- 2026-01-20 — Date on ERS "Portfolio Service Offerings" document — (ERS_Service_Support_Options)
- 2026-01-26 — Walton sends BVSD construction agreement to Digital Scoreboards — (Re_BVSD_Construction_Agreement)
- 2026-01-28 — Date on ERS proposal (Exhibit A of original draft) — (Purchasing_Contract_for_your_review_and_signature.pdf)
- 2026-01-29 — ERS sends tiered service menu to Rob Price; Digital Scoreboards sends itemized $1,990,000 contract — (ERS_Service_Support_Options; Re_BVSD_Construction_Agreement)
- 2026-01-30 (Fri) — Planfully meets Superintendent Anderson (inferred from "thank you for your time on Friday") — (Planfully_Consulting_Proposal.pdf)
- 2026-02-03 — Planfully proposal sent to Anderson, cc Barber, Price — (Planfully_Consulting_Proposal.pdf)
- 2026-02-06 — Price asks Sierra Espinoza to enter requisition for ERS — (RE_ERS_Proposal.pdf)
- 2026-02-09 — Effective date of both Planfully (2039) and ERS (2040) contracts; PO issued to ERS (PO# 465619) — (contracts; RE_ERS_Proposal.pdf)
- 2026-02-10 — Price: "The purchase order will allow us to move forward" — (RE_ERS_Proposal.pdf)
- 2026-02-11 — Procurement sends standard contracts to Planfully and ERS; Claire Takhar signs Planfully's — (puchasing/purchasing contract threads)
- 2026-02-12 — Kathleen Sullivan (15:29) and Rob Price (15:43) sign Planfully contract — (Fully_Executed_Agreement_Attached-attachments__2039)
- 2026-02-13 — Executed Planfully contract transmitted — (Fully_Executed_Agreement_Attached.pdf)
- 2026-02-17 — ERS kickoff meeting with Price, Fernandez, Barber, De La Cruz — (RE_ERS_Proposal.pdf)
- 2026-02-19 — ERS returns redlined contract — (Re_..._02192026_1003AM.pdf)
- 2026-03-05 — BVSD responds to ERS redlines; background-check discussion — (Re_..._03052026_0235PM.pdf; Education_Resource_Strategies_Contract.pdf)
- 2026-03-10 — 8:30 AM Superintendent Anderson and team review ERS simulation; 9:30 AM community-engagement meeting with Fernandez, Barber, Cousins; ERS sends final contract version with Exhibit B — (BVSD_ERS_Scheduling thread; Re_Purchasing_Contract_for_your_review_and_signature.pdf)
- 2026-03-12 — 3:00 PM Anderson meets ERS (King Smith, LeVangie, Travers) alone — (Re_BVSD_ERS_Scheduling (2).pdf)
- 2026-03-14 — Michelle Guertin signs ERS contract for ERS — (Fully_Executed_..._2040)
- 2026-03-15 — Vendor "Q1 discount" deadline for scoreboard contract — (Re_BVSD_Construction_Agreement)
- 2026-03-30 / 2026-04-06 — Weeks flagged in ERS kickoff deck as "Potential Community Sessions" — (RE_ERS_Proposal.pdf)
- 2026-04-07 — Sullivan (15:57) and Price (17:26) sign ERS contract — (Fully_Executed_..._2040)
- 2026-04-08 — Executed ERS contract transmitted to ERS — (Fully_Executed_Professional_Services_Agreement_w_ERS.pdf)
- 2026-04-23 — CORA request C000022-042326 (Kari Costello) about consultant contract and cost to "break" it; Price: "We did not break that contract" — (govqa thread)
- 2026-05-01 — End of ERS personnel schedule (Exhibit B) — (Fully_Executed_..._2040)
- 2026-05-10 — Date on one "Sustainable Shifts" feedback form (Pioneer parent, Erie) — (Fwd_Job_4135)
- 2026-05-20 — "Considering Sustainable Shifts in BVSD" session at Columbine Elementary (36 dated forms) — (Fwd_Job_4135)
- 2026-05-21 — Date on one form (Lafayette/Erie, Pioneer) — (Fwd_Job_4135)
- 2026-05-26 — Translation Job #4135 due — (Fwd_Job_4135)
- 2026-06-02 — Susan Cousins sends translated Columbine feedback forms to Jessica Alzen, cc Barber, Price — (Fwd_Job_4135)
- 2026-06-30 — Expiration of Billig, Planfully and ERS contracts — (contracts)

---

## 4. People directory

- **Rob Anderson** — BVSD Superintendent — recipient of Planfully proposal; approved Billig $10,000 from his budget; reviewed ERS simulation Mar 10 and met ERS alone Mar 12, 2026; cc'd on Audit Committee.
- **Rob Price** — BVSD Assistant Superintendent of Operational Services (Chief Operations Officer) — district representative and signatory on Planfully and ERS contracts; requested ERS menu; contact for $1.99M scoreboard package; answered CORA request ("We did not break that contract").
- **Randy Barber** — BVSD Chief Communications Officer — cc'd on Planfully proposal; BVSD project lead on ERS engagement; cc'd on translated feedback forms.
- **Laura Shafer** — Executive Secretary to the Superintendent and Board of Education — scheduled ERS/Anderson meetings; chased Billig funding code with Anderson.
- **Robbyn Fernandez** — BVSD Assistant Superintendent of Schools — ERS project lead; relayed that Anderson "wants to meet alone with" ERS.
- **Lora De La Cruz, Ed.D.** — BVSD Deputy Superintendent — signed Billig contract; initiated it "asked by Rob"; ERS project lead.
- **Susan Cousins** — BVSD Operational Services Communications Manager — in ERS community-engagement meeting; transmitted translated feedback forms.
- **Jessica Alzen** — BVSD (role not stated) — recipient of translated Columbine feedback forms.
- **Sierra Espinoza** — BVSD (Operational Services admin/purchasing) — issued ERS purchase order; scheduled kickoff.
- **Derrell Walton, PPA** — BVSD Senior Buyer — ran all three 2026 contract processes and the scoreboard negotiation.
- **Stephanie Glockzin, CPPB** — BVSD Senior Buyer/Contract Specialist (Aug 2025), Director of Supply Chain Management (2026) — Billig funding-code chase; legal notice recipient on 2026 contracts; CORA reply.
- **Paul Squillace** — BVSD Director of Supply Chain Management (2025) — legal notice recipient on Billig contract.
- **Kathleen Sullivan** — BVSD Legal Review — countersigned all three contracts.
- **Rebecca (Becca) Zaltman** — BVSD Paralegal — assigned CORA request C000022-042326.
- **Limary Bonilla** — BVSD finance — sought funding code for Billig contract.
- **Gillian Luis** — BVSD — told Billig contract approved from Anderson's budget.
- **Bill Sutter, SFO** — BVSD Chief Financial Officer — Audit Committee packet author; DJ/DJE redline.
- **Alex Medler, Lalenia Quinlan Aweida** — BVSD Board of Education members — Audit Committee.
- **Robert Smartt** — Audit Committee member (gmail address; likely community member).
- **Lisa Relou** — Planfully Consulting principal — proposal author; contractor representative.
- **Claire Redmond Takhar** — Planfully Consulting principal — signed Contract 2039.
- **Angela King Smith, Ed.D.** — ERS Partner, project lead — proposal, menu, kickoff, scheduling.
- **Samantha LeVangie** — ERS Principal Associate Consultant — scheduling; project team.
- **Simon Ellis** — ERS Associate; **Raquel Jorge Fernandes** — ERS Analyst (through 4/1/26).
- **Jonathan Travers** — ERS President — strategic oversight; original contract addressee; in Mar 12 meeting.
- **Alex Kogan** — ERS Strategy & Partnerships Lead — negotiated contract redlines.
- **Katie Roy** — ERS Partner and General Counsel — legal notice representative.
- **Michelle Guertin** — ERS Controller — signed Contract 2040.
- **Luree Nikias** — ERS billing contact (original draft).
- **Shelley H. Billig, Ph.D.** — CEO, Billig Consulting LLC — microschool/K-2 research.
- **Chris Kirn** — President/CEO, Digital Scoreboards LLC; **Robert Steckel** — its COO (signature block).
- **Kari Costello** — community member — filed CORA request C000022-042326 (Apr 23, 2026).
- **Rosa Maria Ibarra; Anabella Fernandez** — names written on feedback forms (Columbine/University Hill families).

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## 5. Numbers and claims worth checking

- "declining enrollment that is accelerating more quickly than previously projected" — Planfully proposal, Feb 3, 2026. No figures given anywhere in the bundle; ask for the projections it refers to. (Planfully_Consulting_Proposal.pdf)
- "more than three years of collaboration with the Long Range Advisory Committee" — Planfully proposal. (Planfully_Consulting_Proposal.pdf)
- "clear alignment between the Board of Education and the Superintendent to confront these challenges" — consultant characterization, Feb 2026, before any Board vote. (Planfully_Consulting_Proposal.pdf)
- Planfully: $150/hr, up to 400 hours, NTE $60,000; hours actually billed unknown. (Fully_Executed_..._2039)
- ERS: $90,000 estimated cost, $70,000 BVSD share, "national foundation funding" subsidy — funder unnamed. (Fully_Executed_..._2040)
- ERS: "six (6) regional meetings ... late March or early April 2026" — no evidence of dates, locations or attendance in bundle. (Fully_Executed_..._2040)
- ERS Workstream III deliverables (Value-Mapping Report, comparison against "broader district polling," Regional Feedback Crosswalk, Cross-Meeting Summary Report) — not in bundle; request them. (Fully_Executed_..._2040)
- ERS fictional profiles: 750-student K-8 with waitlist vs. 400-student K-8 sharing specials teachers — illustrative, not BVSD data. (RE_ERS_Proposal.pdf)
- Billig: $10,000 fixed; report due Aug 29, 2025 — report not produced; invoice dated "FEBRUARY 9, 2024" (apparent typo). (Billig contract; funding-code thread)
- DJ/DJE redline: signature authority up to $250,000 for Assistant Superintendents; Board signatures at $1,000,000+ (replacing $100,000) — confirm adopted June 2025 text. (Re_Audit_Committee.pdf)
- General Operating Fund FY2024-25: revenue $430,618,647; expenditures $395,430,587; reserves $44,791,080; YTD deficit $(40,520,461) at Mar 31, 2025 vs $(37,272,232) prior year. (Re_Audit_Committee.pdf)
- State Interest Free Loan Program: up to $180M authorized (Resolution 24-20). (Re_Audit_Committee.pdf)
- Bond program: $350M authorized; $187.3M sold; $162.7M "remaining for issuance" by 2026; Building Fund beginning balance $168.1M. (Re_Audit_Committee.pdf)
- Charter transfers $34.85M; Peak to Peak O&T allocation $2.03M. (Re_Audit_Committee.pdf)
- Health premiums: Kaiser +19%, UMR +8% (FY2024-25). (Re_Audit_Committee.pdf)
- Community Schools Fund revenue down $990K (13.1%); Early Connections infant/toddler program "permanently closed" end of FY2023-24. (Re_Audit_Committee.pdf)
- Scoreboards: $2,168,300 list; discount shown as both "-$238,000" (11% of $2,168,300 would be $238,513) and "-$238,800" on a $2,228,800 total; bonding $59,700; final $1,990,000; Scorevision software $75,000 per school x 5. Funding source and Board approval unknown. (Re_BVSD_Construction_Agreement)
- "We have 3 bilingual schools" — community claim (Columbine, University Hill, Pioneer are the dual-language elementaries named on forms). (Fwd_Job_4135)
- 39 translated feedback forms; 36 dated 5/20/2026; Likert responses unreadable in extraction — request originals or tabulation. (Fwd_Job_4135)
- Rob Price, Apr 23, 2026: "We did not break that contract" (ERS). Reconcile with whether ERS's six sessions occurred and whether the final $30,000 (4/30/26) invoice was paid. (govqa thread)

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## Redactions, gaps and withheld material noted

- No explicit redaction markers in any file. Gaps: the Billig report; ERS's Workstream III reports and any session summaries; the PO# 465619 itself; the "BVSD Redlines.docx" comments (only clean text survived extraction); binary attachments `ATT00002.bin`/`ATT00004.bin` (Planfully reply); Likert checkbox marks on all 39 feedback forms; any Board agenda item for either 2026 consultant contract or the scoreboard purchase; the adopted DJ/DJE policy text. The Planfully contract does not appear in the staff response to CORA C000022-042326.
