DUTCH ESS B CES Richard M. Hooley, Ed.D.

District Superintendent

5 BOCES Road, Poughkeepsie, New York 12601

Phone: 845.486.4800 1 Fax: 845.486.4981 E-mail: richard.hooley@dcboces.org

May 2016

Dear Members of the Beacon School Board:

The Dutchess BOCES District Superintendent serves as an arm of the State Education Department in Albany under the guidance of the New York State Commissioner of Education. In that role, I am authorized to conduct superintendent searches at no extra cost to component school districts in the County. The BOCES will charge for gas, brochure design, printing, postage and materials.

Respondents to this RFP

For your information, I have attached a copy of my resume and a list of references, but I am unable to provide other documents you have requested.

I have not yet run a successful superintendent search for a district like Beacon City School District, nor have I completed other searches which would generate the reference letters you are requesting. I am in the final stages of the Spackenkill Union Free School District search, and in my role as Associate Superintendent in the Amphitheater Public Schools in Tucson, Arizona, I did conduct more than 20 national searches for principals and assistant superintendents.

A Proposed Search Plan

1) My practice in developing the candidate profile is to meet with the Board in person on several occasions to determine the qualities and qualifications they are seeking in their next superintendent.

2) Using my network of statewide District Superintendents and my mailing list of superintendents in the 6-county (Westchester, Putnam, Orange, Rockland, Ulster and Dutchess) area, along with institutions of higher education, we will do a direct mailing of the brochure and application. Additionally, that information will be posted on the Beacon CSD website, the Dutchess BOCES website and the websites and publications of NYSCOSS, NYSSBA, SANNYS, etc.

3) Community input may be collected in an electronic survey or on paper feedback forms which could be printed from the website. Public meetings to review the timeline and opportunities for public input would be set in district locations.

Dutchess County Board of Cooperative Educational Services Administrative Offices: 845.486.4800

www.dcboces.org 1

Participating Districts: Arlington I Beacon I Dover I Hyde Park I Millbrook I Pawling I Pine Plains I Poughkeepsie I Red Hook I Rhinebeck I Spackenkill I Wappingers I Webutuck

An Equal Opportunity/Affirmative Action Employer

4) Input from stakeholder groups for questions and the candidate profiles would be accomplished through a meeting of district leaders: community members, employee associations' presidents, Board officers, students and central office administrators. A stakeholders' round of interviews to offer input to the Board will also be scheduled.

5) The major challenge is the nature of a culturally and financially diverse small city school district with issues of poverty and access as well as the high turnover rate in the school chiefs office at Beacon CSD.

6) The timeline would optimally be 6 months starting in January or February and allowing time for snow, Board approvals and negotiations with attorneys for the new superintendent's contract. As noted in your materials you are seeking to finalize the selection by January 1, 2017. Accordingly the timeline below reflects that timeframe.

7) The School Board and District staff would need to arrange space and technology for interviews, public meetings, and website support. Board members should be able to meet more frequently than usual during the search period and call special meetings to deal with negotiations or weather delays that interfere with the planned timeline.

d. August set up a procedure to gather public input (on paper and electronically) for qualifications/characteristics

set a public meeting to review the timeline, the process and to answer questions

obtain direction from the Board about preferred qualifications/characteristics

September review the draft application and brochure with the BOB develop question ideas with the BOB identify procedures to select stakeholders and community representatives

October conduct interviews Round 1-3 1st BOB to narrow field 2nd stakeholders to offer input 3rd BOB again for finalists

November additional time if necessary and to negotiate the contract

December announce the new superintendent

e. The consultant, the BOCES District Superintendent, Dr. Hooley, will be available to the president as well as the whole Board for questions, meetings and reviews of materials. Resume included.

f. Budget including consultant's mileage, brochure design and printing, application design and printing, mailing, advertisements, etc. Approximately $8,000

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D. Scope of Services

Once the posting, brochure, and application have been set and mailed, I will develop a rubric to sort the applications. This rubric will reflect the qualifications identified by the Board and can be reviewed by the Board if requested. The preliminary screening or paper screening will be conducted by professional administrative staff at Dutchess BOCES. Results of that screening and recommendations will be shared with the Beacon City School District. However, the Board will be able to review all files and determine if they wish to conduct preliminary interviews with others or with fewer than recommended by the consultant.

The consultant will use input from the Board, the District Leaders Meeting and public responses from an online survey to develop questions, indicators, and score sheets (see sample).

The Board will do a preliminary interview of qualified candidates after reviewing the results of the paper screen by the consultant and BOCES staff.

From that interview, the Board will narrow the field to the 2 or 3 most promising candidates. The consultant will train the Stakeholders' Committee in the process as well as prohibitions to ensure a legal process.

The narrowed field of 2-3 candidates will be interviewed a second time by the Board and by the Stakeholders' Committee. This will mean a total of 3 sets of interview questions with indicators provided by the consultant. The Stakeholders' Committee will provide feedback in the form of strengths and weaknesses but they will not score the responses. This feedback will be collated and shared with the Board of Education as part of their decision making.

The consultant will sit in on all Board interviews and facilitate discussions and decision making. He will conduct reference checks and background checks. Finally, the consultant will make arrangements for a site visit if requested.

Upon completing the search, and following the Board's appointment of the new superintendent, the consultant will write a letter to the Commissioner of Education, notify the Dutchess County school districts and prepare a press release for the Beacon City School District.

Please call if you have questions or I can provide any additional information.

Sincerely,

Richard M. Hooley, Ed. D. Dutchess BOCES District Superintendent

Attachments Consultant's Resume Sample Question/Indicator/Score Sheet

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RICHARD M. HOOLEY

57 South Grand Ave. Poughkeepsie, NY 12603 (845) 849-3421

Work (8450 486-4983 Cell (845) 699-7125

EDUCATION TEACHERS COLLEGE, COLUMBIA UNIVERSITY — New York, NY M. Ed., Curriculum and Teaching — 1993 Ed. D., Curriculum and Teaching — 1997

My dissertation was based on 215 NC educators, their achieving styles, and rates of promotion.

WAKE FOREST UNIVERSITY — Winston-Salem, NC B. A., English — 1978 (Dean's List) M. A., Gifted Education — 1986

My master's work focused on gifted education and my thesis explored writing across the curriculum in theory and practice.

UNIVERSITY OF NC AT GREENSBORO — Greensboro, NC Administrative Certificate — 1989

ADMINISTRATIVE EXPERIENCE

09/15 — Present DUTCHESS COUNTY BOARD OF COOPERATIVE EDUCATIONAL SERVICES

District Superintendent • Coordinates Services, Support, Savings and Solutions for 13 component school

districts • Supervises 3 schools, 1000 ADA

10/02 — 9/15 VALLEY CENTRAL PUBLIC SCHOOLS — Montgomery, NY Superintendent of Schools • Lead and managed 4,700 ADA, 6 schools, $90,000,000 Budget • Secured among the highest voter approvals in the region for successive

budgets (60% +) and successfully exceeded the Tax Cap in May 2014 (one of only fourteen districts to do so)

• Chaired the District Writing Committee (teachers) and collaboratively lead an informational writing initiative k-12

• Introduced, coordinated and maintained a comprehensive accountability plan that included all schools and District-wide departments and divisions with a leadership team of 30 staff and community members

• Established the Valley Central Education Foundation

Richard M. Hooley .... Page 2

7/98 — 10/02

11/94 - 6/98

8/93 - 10/94

AMPHITHEATER PUBLIC SCHOOLS — Tucson, AZ Associate Superintendent • Supervised principals, curriculum, instruction, and assessment for 19 schools:

11 elementary schools, 2 k-8 schools, 3 middle schools, and 3 high schools (approximately 17,000 students K-12)

• Coordinated and planned the construction of a $33 million high school on time and under budget.

• Managed ESL, Gifted Ed., Native American Ed., Vocational Ed., Title I, Career Ladder, Elementary Libraries, and School Nurses.

• Supervised two executive directors: 1)Student Services and 2)Curriculum, Instruction, and Professional Development

LIVINGSTON MANOR CENTRAL SCHOOL — Livingston Manor, NY Secondary Principal (Grades 6-12) • Supervised all teachers and students for grades 6-12. • Established site-based, collaborative restructuring and implemented several

new rigorous academic standards. • Chaired the District technology committee and won a grant for a new computer

lab.

WINSTON-SALEM/FORSYTH CO. SCHOOLS — Winston-Salem, NC Assistant Principal at R. J Reynolds High School • Evaluated the English department and new teachers. • Supervised, assisted and counseled approximately 500 students. • Developed the safety plan for the 70-acre site.

8/92 - 6/93 COLUMBIA UNIVERSITY — New York, NY Head Resident of Schapiro Hall - the University's largest residence hall. • Supervised a staff of 15 • Counseled students. • Reviewed disciplinary incidents and reports. • Managed dormitory logistics: maintenance, resources, and policies.

1/92 - 7/93

8/89 - 6/91

AMERICAN EDUCATION RESEARCH JOURNAL — New York, NY Assistant to the Editors of AERJ - the flagship journal of the American Education Research Association. • Edited and prepared correspondence. • Tracked manuscript submissions sent to independent reviewers • Prepared manuscripts for publication

WINSTON-SALEM/F'ORSYTH CO. SCHOOLS — Winston-Salem, NC Assistant Principal at the Career Center • Evaluated instructors in the AP Program and in advanced vocational classes. • Supervised, assisted and counseled approximately 300 students. • Developed a comprehensive attendance policy for the school.

Richard M. Hooley .... Page 3

TEACHING EXPERIENCE

8/86 - 6/89

7/85 - 8/86

8/78 - 5/85

WINSTON-SALEM/FORSYTH CO. SCHOOLS — Winston-Salem, NC English and drama teacher at East Forsyth High School • Designed and implemented a participatory democracy English/history project for

all freshmen (approximately 400 students). • Taught freshmen and seniors English and drama (9-12). • Completed my administrative internship at this site.

WACHO VIA STUDENT FINANCIAL SERVICES — Winston-Salem, NC Training and Documentation Specialist - Student Loan Processing Center • Conducted adult computer-based processing classes. • Designed curriculum, assessment, and documentation.

WINSTON-SALEM/FORSYTH CO. SCHOOLS — Winston-Salem, NC Tenured Teacher of English/drama at Hanes High School & RJ Reynolds High School • Earned my certification in Gifted Education. • Taught Freshman and Sophomores. • Selected to serve in several special or pilot programs at the school and district

levels.

ACTIVITIES English Chair - Hanes High School 1983-84. 9th Grade English Chair - Reynolds High School 1984-85. Drama Coach - East Forsyth High School 1986-89 - 5 stage productions and regional awards. Coach: track, cross-country, tennis, and swimming. NC State Champions in swimming 1984.

ACHIEVEMENTS

Awards • Mid-Hudson School Study Council Award in Educational Leadership (2011) • Asset Builder-Outstanding School-Based Professional Award — Orange Co.

Executive 2012 • "Beacon of Light Award," Junior Leadership Orange (2015)

Fellowships • Harvard Reading, Writing, and Civic Education Institute • The NC Writing Project • American Foundations: Interdisciplinary Seminar (art, history, and literature)

Scholarships/Stipends • Clinical Education Faculty at Wake Forest University • R. J. Reynolds Scholarship to study in Australia • Departmental Scholarships at Teachers College

Memberships/Organizations • Superintendency Institute of America, Inc. • New York State Council of School Superintendents (NYSCOSS) • American Association of School Administrators (AASA)

Richard M. Hooley .... Page 4 • 2003-04 Class of Leadership Orange • Leadership Orange Executive Board (2005-2010) • Leadership Orange Vice President of the Board (2010) • Mid-Hudson School Study Council (MHSSC) Executive Committee

President (2010-2011) Vice President (2009-2010) Treasurer (2008-2009) Budget Committee Research Committee Legislative Committee

• Founding Co-Chair for Junior Leadership Orange (2011-12) • Walden Rotary 9 Editorial Board — American Education Research Journal • Jr. Leadership Orange Executive Board — Founding Member

CERTIFICATIONS English 6-12, Gifted Education K-12 (NC) Building Administrator (NC, NY, AZ) District Administrator (NC, NY, AZ)

PUBLICATIONS The Assistant Principal: Leadership Choices and Challenges — 2" Edition Corwin Press 2006 Co-authored with Catherine Marshall, UNC-Chapel Hill

Site-based Management, Styles of Goal Accomplishment, and Diversity: Hiring and Promotional Practices Among North Carolina Assistant Principals

Doctoral Dissertation, 1997

An Integrated English/Social Studies Approach to Civic Education in Grade 9 Published in The Civic Perspective, the newsletter of the Institute on Writing, Reading, and Civic Education (Harvard Graduate School of Education), Spring 1990

Writing Across the Curriculum: A Definition and Strategy Master's Thesis, 1986

RICHARD M. HOOLEY

REFERENCES

DR. VICKI BALENTINE Superintendent - Retired 1231 East Sombre Lomas

Tucson, AZ 85718 (520) 577-6285

DR. DEBRA LYNKER Superintendent - Retired

Livingston Manor Central School 229 Gulf Road

Roscoe, NY 12776 (845) 439-5231

MRS. PAMELA ROBERTS Assistant Superintendent for HR and Pupil Services — Retired

5270 N. fort Yuma Trail Tucson, AZ 85750

(520) 870-4526

MR. ROBERT SANTO President, Board of Education 2002-2013

15 Chandler Circle Montgomery, NY 12549

(845) 457-5553

DR. LYN CORNO Professor, Dissertation Advisor

Teachers College, Columbia University 115 Hunting Lane

Sherbom, MA 01770 (508) 655-6512

MR. BRAD CONKLIN President of the Board of Education 2014-2015

118 Highland Avenue Maybrook, NY 12543

(845) 427-5766

SUPERINTENDENT INTERVIEWS October 12, 2016

CANDIDATE'S NAME: COMMITTEE MEMBER: SCORE

QUESTIONS INDICATORS 1 low

2 3 4 5 high Comments

1. Although all members of the Board • provides an organized and logical have copies of your resume, please answer highlight your experiences, education, and accomplishments

• is able to speak easily and fluently • can underscore specific elements

relative to this position. of the resume which might not seem relevant on the surface

2. Role Play • the remarks quickly make clear that A 2014 graduate from an adjoining a zero tolerance policy is school district has been found dead unconstitutional because of due of a heroin overdose. Several process requirements parent groups have called for the • the remarks are clear, articulate. District to adopt a zero tolerance organized, and drug policy in the face of this appropriate tragedy. You are meeting with that • the tone is respectful, but firm parent group of about 20 • the superintendent is able to offer individuals who represent some of examples that help clarify the due the best and brightest students in process requirement with regard to the High School. The parents are student discipline also some of the greatest • the superintendent is able to include community supporters of the a bit of humor without minimizing schools. the seriousness of the situation

• offers broad connections between You deliver your initial 2 to 3 paragraphs of your speech to the

student conduct and privileges/co-curricular involvement

Board as if they were the parent group.

Received/

2016

District Superintendent REQUEST FOR PROPOSAL Dutchess County Boces

SUPERINTENDENT OF SCHOOLS SEARCH CONSULTANT BOARD OF EDUCATION

BEACON CITY SCHOOL DISTRICT

The Beacon City School District Board of Education (the "Board") seeks the services of a consultant

to conduct a full and comprehensive search for a new Superintendent of Schools. The Beacon City

School District is a diverse Small City K-12 District consisting of one (1) high school, one (1) middle

school and four (4) elementary schools. The District's schools have an enrollment of approximately

2,900 students and approximately 262 teachers, as well as administrative and support staff. There

is currently an Interim Superintendent in place, who is expected to remain in that position until the

permanent Superintendent is appointed. Additional information about the District is available online at www.beaconcityk12.org.

A. SUBMISSION REQUIREMENTS/DEADLINE

Proposals shall be addressed to and received at the following:

Kelly Pologe

District Clerk

Beacon City School District

10 Education Drive

Beacon, New York 12508 pologe.k@beaconk12.org

Deadline for receipt of proposals is 3:00 PM, June 15, 2016.

B. INTRODUCTION

The School District is beginning its search for a highly-qualified candidate for Superintendent of

Schools to start work on January 1, 2017, or sooner. To help in the search for the most qualified

candidate, the School District is seeking to retain the services of a search firm with experience in the recruitment of superintendents for school districts similar to the Beacon City School District.

The Beacon City School District is a Small City School District serving a highly diverse population of

approximately 2,900 students, Pre-Kindergarten through 12th grade.

The School District is governed by a nine-member Board of Education. Three members are elected

for a three-year term in May of each year. Board members are responsible for setting policy for the operation of the District.

The Board uses policy governance as its method of leading the district. The Superintendent is the

Board's primary employee, and it is the Superintendent's role to evaluate and monitor all District

employees. The Superintendent of Schools is responsible to the Board of Education for carrying out District policy, administering the operation of the District and schools, supervising all District

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personnel, and advising the Board of Education on all educational matters for the welfare and interest of the students.

C. PURPOSE OF REQUEST FOR PROPOSAL

This Request for Proposal ("RFP") seeks replies from experienced and qualified consultants

specializing in assisting with employment searches for administrators of educational organizations. The Board of Education will work with the selected firm to develop a Superintendent search process

and a timeline for the search activities. At a minimum, the activities will include the generation of a

position description and qualifications, advisory services to the Board, identification and assessment

of candidates, assisting with logistics of finalist interviews, and securing a satisfactory conclusion to

the search. Understanding that discretion is of utmost importance to our District, as well as to many

candidates, the search firm must maintain the confidentiality of all information collected as appropriate.

Respondents to this RFP should, at a minimum, provide the following:

a. A letter of interest including company history.

b. Qualifications and examples of comparable experience;

1. The Beacon City School District Board of Education requires evidence from each respondent

that the respondent has conducted and coordinated all of the activities for a successful Superintendent appointment from a minimum of five (5) public school districts. Each public

school district must have a student population of 2,000 or more at the time of the search.

At I east t hree (3) of the five (5) school districts shall be New York public school districts.

At least two of the districts must be multicultural and socio-economically diverse (these districts do not have to be in New York). The successful appointments must have occurred

within the last five (5) years of the date of this request for proposal.

2. Letters of recommendation from five (5) school districts in which the respondents(s) has provided successful school superintendent searches and appointments. Three (3) or more

of the letters must be from school districts in New York with a school population of at least

2,000 students. At least two of the letters must be from multicultural and socio-economically diverse districts (these districts do not have to be in New York).

3. The names and contact information for at least five references who can be contacted by the

Board or by other individuals designated by the Board. In addition to these references,

testimonials from other individuals may be useful to the Board. Respondents may provide

contact information for individuals who can provide testimonials.

4. New York State experience required; national experience beneficial.

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c. A proposed search plan

1. Indicate the methodology you employ to initiate and carry out a search. Your narrative should address the search activities, including:

• How you propose to communicate and work with nine-member elected board of Education

• How will you identify prospective candidates and promote their interest to apply.

• Your experience in effective community engagement both in terms of collecting

information form the public to develop the initial position qualifications and evaluation criteria and in providing a meaningful way to generate and receive public input in the evaluation of final candidates.

• How you will collect information form stakeholders to develop the initial position qualification and evaluation criteria.

• What you see as the major challenges to a successful superintendent search and how you would address them.

• What would you consider to be a reasonable timeline that the project team will use to guide the search process

• What information, services and assistance you will require from the School board and district staff to enable you to conduct the search.

d. A proposed search schedule to include community input and to have a new superintendent in

place with a desired target date of January 1, 2017.

e. Background on the individuals who will be working with the Beacon City School District Board of Education and include a primary contact and references, to be available to communicate with

the Board or other contacts as designated by the Board. The District's primary liaison with the search consultant shall be the Board President.

f. A proposed budget, including all fees and related expenses, including, but not limited to, out-of-pocket costs, related to the completion of the search, as described herein.

D. SCOPE OF SERVICES

a. The proposed plan should describe the services to be provided and the manner in which the

consultant intends to identify and recruit qualified applicants and assist in the screening of candidates as per the criteria to be developed by the Board.

b. The services to be provided by the consultant shall include, but not be limited to:

i. Assisting and advising the Board in developing a profile of the skills and attributes to be required of the new superintendent;

ii. Assisting and advising the Board in the soliciting and gathering of input from school and

community individuals and groups as to the skills and attributes which they desire in the

new superintendent and the process of selection; including conducting community input

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sessions, electronic solicitation of input via a written survey of community, staff and

Board; and by conducting interviews with and soliciting input from School Board members, school district staff, at least one member from each bargaining unit, parent

representation from both elementary and secondary levels, community leaders and the

general public to develop the qualifications and criteria that will be used to judge Superintendent candidates.

Advertising the position as well as recruiting quality applicants to apply; developing and

distributing recruitment materials that will encourage qualified candidates to apply;

conducting personal outreach recruiting to ensure that the applicant pool includes highly qualified candidates with diverse backgrounds and experiences;

iv. Receiving and thoroughly reviewing all applications; Assisting with the evaluation and

interviewing of potential candidates; receipt and review of candidate credentials,

followed by collection of relevant background information on potential candidates so that the strengths and weaknesses of each applicant can be assessed.

v. Developing a process for the screening of candidates' applications, assisting with the

selection of those candidates for further review and establishing a schedule and

procedure for interviewing selected candidates; assisting the Board with prescreening candidates based on clearly delineated criteria. Assisting the Board in evaluating the

applicants against the qualifications and criteria developed to create a group of candidates for interviews.

vi. Complete in-depth background investigations of candidates to be interviewed by the

Board, including verification of appropriately conferred degree(s); Ensuring that there is compliance with applicable legal requirements.

vii. Scheduling and attending Board/candidate interviews as requested; Rank candidates

with rationale for ranking; develop interview questions; screen resumes with Board's Search Committee.

viii. Facilitating visits by the Board to the communities of the finalist(s).

ix. Assist the Board with final interviews and employment of the new superintendent.

x. Performing other functions as determined through discussion with the Board or

designated individual(s) following award of contract.

The timeline for the Superintendent Search is four (4) to six (6) months.

E. SELECTION/INTERVIEW PROCESS

The Board will review all proposals and will invite selected respondents to participate in an interview

process to present and discuss their proposal, and respond to questions. The primary contact listed in the RFP response will be contacted in regard to the status of their proposal, including the

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interview.

The Board will select the proposal that it deems will best serve the interest of the Beacon City School

District, taking into account a range of technical, managerial and cost-related criteria, including the

scope, clarity, relevance and feasibility of each respondent's proposal; the qualifications of the

individuals who will work on the project; the demonstrated ability of the respondent to perform the

services set forth in the proposal; and the relative cost of the proposals. Price being but one factor

that will be considered. The Board reserves the right to reject any and all submitted proposals.

The consultant's contractor agreement will be subject to final approval as to form by the District's counsel and by majority vote of the Board.

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