review of the human resources operations of the anchorage
TRANSCRIPT
Ed Graff, Superintendent of the Anchorage School District (ASD), requested that the
Council of the Great City Schools (CGCS) provide a high-level management review of the
school district’s Human Resources operations.1 Specifically, he requested that the organization—
Review and evaluate the leadership and management, organization, and operations of the
school district’s Human Resources Department
Develop recommendations that would help the Human Resources department achieve
greater operational efficiency and effectiveness, and enhance its strategic value to the
district.
In response to this request, the Council assembled a Strategic Support Team of senior
managers with extensive experience in human resources from other major urban school systems
across the country. The team was composed of the following individuals. (Attachment A
provides brief biographical sketches for each team members.)
Robert Carlson, Project Director
Director, Management Services
Council of the Great City Schools
David Koch, Principal Investigator Chief Administrative Officer (Retired)
Los Angeles Unified School District
Justo Avila
Chief of Human Resources
Los Angeles Unified School District
Amanda Bailey
Associate Vice President of Human Resources
Morehouse College
1 The Council has conducted nearly 300 instructional, management, and operational reviews in over 50 big-city
school districts over the last 15 years. The reports generated by these reviews are often critical, but they also have
been the foundation for improving the operations, organization, instruction, and management of many urban school
systems nationally. In other cases, the reports are complimentary and form the basis for identifying “best practices”
for other urban school systems to replicate. (Attachment E lists the reviews that the Council has conducted.)
Review of the Human Resources Operations of the
Anchorage School District
Fall 2015
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 2
Ann Chan
Assistant Superintendent, Academics Operations (Former)
Boston Public Schools
Karen Rudys
Assistant Superintendent, Human Resources
Albuquerque Public Schools
The team conducted its fieldwork for the project during a four-day site visit to Anchorage
on October 13-16, 2015. The general schedule for the site visit is described below. (The Working
Agenda for the site visit is presented in Attachment B.) The team met with the superintendent, the board president, and board member liaison to
the Council on the evening of the first day of the site visit to discuss the expectations and
objectives for the review and to make final adjustments to the work schedule. The team used the
second and third days to conduct interviews with staff members (a list of individuals interviewed
is included in Attachment C), to review documents, reports, and data provided by the district (a
list of documents reviewed by the team is presented in Attachment D), and to observe the
district’s Human Resources operations.
The final day of the visit was devoted to synthesizing and refining the team’s findings
and recommendations, and briefing the superintendent on those draft findings and proposals.
The Council sent a draft of this document to team members for their review in order to
ensure the accuracy of the report and obtain their concurrence with the final recommendations.
This management letter contains the findings and recommendations that have been designed by
the team to help improve the efficiency and effectiveness of the district’s Human Resources
functions and to enhance their strategic value to the school system.
The Anchorage School District
Human Resources Department
The Anchorage School District (ASD) is the largest public school system in Alaska and
the 93rd largest school district in the United States. The district operates more than 100 schools
with approximately 48,000 students and nearly 5,000 staff members. ASD is a dependent school system, as it is a component unit of the municipality of
Anchorage. The district is governed by a seven member Board of Education, which is elected at-
large from the community. The ASD superintendent acts under the direction of the board and is
responsible for running day-to-day district activities. Exhibit 1 below shows the overall district organization and the direct reports to the
superintendent, which include the Chief Human Resources Officer (CHRO), Chief Operations
Officer (COO), the Chief Financial Officer (CFO), and the Chief Academic Officer (CAO).
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 3
Exhibit 1. ASD Organization Chart 2015-2016
Source: Prepared by CGCS based on information provided by ASD
Exhibit 2 below displays the organization of the Human Resources (HR) Department.
The Chief HR Officer has four direct reports, in addition to his administrative staff, and a total
staff of 35. The direct reports include –
The Executive Director of Staffing and Operations, with a staff of 20 including an
Assistant Director, six specialists, and 13 administrative assistants.
The Executive Director of Compliance/EEO, with a staff of three specialists and one
administrative assistant.
The Executive Director of Contract Administration, with a staff of two specialists and
one administrative assistant.
The Director of Risk Management and Insurance, with a staff of two claims adjusters and
one medical claims technician.
Exhibit 2. Human Resources Organization Chart
Source: Prepared by CGCS based on information provided by ASD
The
Superintendent
of Schools
Chief Human
Resources Officer
(CHRO)
Chief Operating
Officer
(COO)
Chief Financial
Officer
(CFO)
Chief Academic
Officer
(CAO)
Chief Human
Resources
Officer
Executive Director
Staffing and
Operations
Executive Director
Compliance/EEO
Executive Director
Contract
Administration
Director
Risk Management
& Insurance
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Exhibit 3 below displays the Human Resources budget for the 2015-2016 fiscal year, according
to the organizational units shown above.
Exhibit 3. Human Resources Budget – 2015-2016
Organizational
Unit
Budget
Amount
Human Resources Administration $ 296,999
Staffing and Operations 2,186,439
Compliance/EEO 471,460
Contract Administration 184,511
Risk Management & Ins. 929,113
Total Human Resources $ 4,068,522
Source: Prepared by CGCS based on information provided by the ASD
Findings and Observations
The Council’s Strategic Support Team findings and observations are organized into four
general areas: Commendations, Leadership and Management, Organization, and Operations.
Commendations
The recent turnover of a number of upper management positions across the district has
created an opportunity for the administration to explore new approaches to continuing
issues.
The staff of the HR Department was found by the Council team to be hard working,
dedicated, and responsive. For example –
o The team was impressed with the professionalism of the staff of the Compliance/EEO
Unit.
o Work-load balances have improved in the Staffing and Operations Unit due to the
restructuring and cross training of personnel, thereby reducing overtime at the start of
school-year and eliminating work over the Labor Day weekend.
o Front-line staff appears to operate with a sense of urgency.
The HR Department has developed a number of innovations to improve instructional
operations. For example –
o The General Education to Special Education (GETS) program assists General
Education teachers in transitioning to Special Education teachers through tuition
assistance and other supports.
o A substitute teacher pay-rate increase has increased the number of qualified staff in
an expanded sub-pool.
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Council of the Great City Schools 5
Support-services staff and instructional managers expressed a high level of confidence
and support for the HR Department.2
The Records Management Unit appeared to be efficient, orderly, and is in the process of
digitizing the district’s archival files.
The Payroll Unit, which reports through the Chief Financial Officer, appears to operate
efficiently based on the low Payroll Unit overtime levels and the small number of
payments that must be recalculated each pay period.
HR Department processes and procedures are documented in operating manuals.
The HR Department’s office space employs an “open concept” to facilitate staff
communications.
FAQs for certificated and classified staff positions are posted on the HR website.
Leadership and Management
District staff members do not appear to reflect the diversity of the Anchorage community
or the student body.
The HR Department does not have a business plan with goals, objectives, benchmarks,
milestones, and accountabilities that are aligned with the district’s overall strategic
vision.
The HR Department is not a data-driven organization. For example –
o Data are not used to actuate decisions.
o Basic statistical and management information is not readily available or
regularly analyzed, such as data on–
Turnover rates by job classification
Absentee rates by location and job classification
Substitute usage and cost by job type and location
Vacancy rates by job classification and location
Number and location of out-of-field certified staff
The department maintains recruitment data that relates to field, source and
educational level, but gender and ethnicity data, which should be used by HR to
diversify district staff is maintained by EEO as a compliance function.
2 The team was not able to determine why the same level of satisfaction was not reflected in the comments of
school principals.
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o Analytical tools and techniques (such as cost/benefit analysis, risk assessment, and
business-case justifications) are not used.
o HR collects salary and benefits information, but the team did not see evidence that the
department uses this information to establish compensation packages that would be
competitive with external markets.
o Key Performance Indicators (KPIs) are not used to measure, benchmark, and compare
the performance and effectiveness of the Department or its sub-units.
The HR Department does not have standard-reporting mechanisms by which the
superintendent or school board could evaluate its performance and direction. For
example–
o An annual HR performance report is not generated.
o The HR Accountability Report, which typically contains substantial raw data on
department operations, was not prepared for the 2014-15 school year.
There are no service-level standards within the district; employee productivity is not
measured; and there is no attempt to distinguish or identify efforts that add value to
district operations.
The team was presented with a draft Recruitment Plan for the current school year, but,
the HR recruitment staff was not involved in its development and was unaware of its
existence or content.
The district has not adopted or deployed a succession plan for mission–critical positions,
as previously recommended in a Council review of ASD.3
The district has a professional development plan developed by its Professional Learning
Department and programs for its certificated staff, but there is no comparable plan or
programs available for classified support staff.
The HR Department’s communications with district staff members are
inadequate. For example –
o There is no HR communications plan to inform employees of HR services or district
personnel policies.
o The team heard no evidence of regularly scheduled labor-management meetings to
resolve or mitigate issues before they become grievances.
3 Review of the Organizational Structure and Staffing Levels of the Anchorage School District, 6/25/2012
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o The team heard no evidence that HR and the teachers’ bargaining unit have
collaborated on developing a program to support teachers who need and could benefit
from improvement plans.
o The Department does not use customer surveys with new or continuing employees, or
use exit interviews to evaluate employee satisfaction with HR services.
o The team heard that embedded organizational silos within HR impede
communications and dampen the ability of staff to resolve known issues and
challenges.
o The team was told that the CHRO does not regularly meet with school principals to
address HR issues or processes that directly affect school-based leaders.
o School principals interviewed by the team indicated that communications from the
HR Department can be confusing and that receiving responses to questions can be
difficult.
The personnel evaluation process does not always incorporate agreed upon performance
expectations and does not contain linkages to professional growth strategies. For
example, the management evaluation process does not tie individual performance to the
district’s strategic plan, goals, or activities.
Organization
The HR Department has recently hired management personnel who did not have previous
HR experience and there is no structured program in place to develop their HR expertise.
This has resulted in a lack of strategic vision of what the HR Department might aspire to
be and a lack of the specific skill sets needed to execute technical work on a daily basis.
The Risk Management Unit, which is part of the HR Department, is not positioned in the
organization to provide a strategic enterprise-level view of the district’s risk exposures
and tolerances.
Operations
While general personnel policies are contained in the Anchorage Board of Education
Policies (Sections 500 and 600), HR management identified a number of these policies
that needed to be updated.
The district has no position-control system to help ensure that only those positions that
are budgeted are filled, as noted in a previous Council review of ASD.4
The district’s workforce planning process does not afford principals the opportunity to
successfully dispute enrollment projections impacting their schools’ staffing levels,
which can result in the unnecessary displacement of teachers.
4 Review of the Student Nutrition Department of the Anchorage School District, December 2011
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The team heard a number of concerns relating to HR’s teacher recruitment efforts. For
example--
o HR does not use stakeholder groups to help determine the attributes, qualities, and
characteristics by which to rank teacher candidates for interviews.
o HR has not developed techniques to effectively deal with delays in the annual state
and local budget processes that create challenges for the timely recruitment of the
most desirable candidates, an issue previously identified in a Council review of
ASD.5
o School principals believe their exclusion from recruitment activities and the initial
vetting of teacher candidates has negatively impacted the quality of the hiring pool.
o Following school-level interviews, only HR personnel are authorized to communicate
hiring decisions to candidates, which some principals feel compromises their
authority and delays timely communication with qualified candidates that might
prevent their accepting employment elsewhere.
o HR has not established pipeline programs with local university partners to develop
pre-service teachers in hard to staff areas.
o Hiring decisions are not shared or discussed with stakeholder groups.
The district has a limited orientation for on-boarding new teachers. (Principals claimed
that new teachers are given a bundle of information and sent on their way and Principals
are left responsible for filling gaps.)
School principals interviewed by the team expressed dissatisfaction with the quality and
skill levels of candidates in the classified employment pools.
Both HR and some support departments claim to perform the recruitment, interviewing,
and selection functions for classified staff, which may result in inefficient and redundant
processes—or gaps.
The HR Department has not fully utilized available technology to improve operational
efficiency and effectiveness. For example--
o Certificated personnel actions (“502 forms”) are computerized while actions
involving classified positions are not.
o The applicant tracking system does not automatically feed the HRIS system, which is
creating bottlenecks in the on-boarding process for new hires.
o The district does not have on-line employee self-service for routine changes in staff
information; e.g., name, address, phone, e-mail, dependents, etc.
5 Review of the Organizational Structure and Staffing Levels of the Anchorage School District, 6/25/2012
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o The HR Department uses a menu system to guide phone inquiries to the
right areas, but the team did not see evidence that the system is capable of
or used for monitoring or tracking call resolutions.
Recommendations
The Council offers the following recommendations and proposals to improve the HR
Department’s leadership and management, organization and operations, and its strategic value to
the district:
1. Develop additional strategies and recruitment efforts to diversify the district’s workforce to
better reflect the makeup of the community.
2. Develop a strategic Business Plan for the Department, with the participation of staff and
other stakeholders, which is specifically linked to the district’s Strategic Plan, and contains
measureable goals, objectives, timelines, and lines of accountability.
3. Create a data-driven organization that relies upon fact-based and analysis-centric
justifications for decisions, including the use of tools and techniques such as--
a. Basic HR statistics, metrics, and management information, e.g., disaggregated turnover
rates, absentee rates, substitute usage, vacancy rates, and recruitment data
b. Cost/benefit analysis, risk assessment, and business case justification
c. Root cause analysis to address operational problems
d. Salary surveys to measure competitiveness and equity
e. Key Performance Indicators (KPIs) and benchmarks to measure and compare
performance and effectiveness.
4. Create regular, and standardized reporting mechanisms to keep the superintendent and
school board informed as to the Department’s direction, activities, progress, successes as
well as shortcomings.
5. Establish departmental service-level standards and employee productivity measures.
6. Working with stakeholders, create a workforce planning/recruitment/selection/placement
master plan that includes--
a. A personnel cycle calendar that provides an annual workforce forecasting process, the
early identification of needs and allocations, and timely authorization for the issuance of
new employment contracts
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b. Clearly defined procedures and processes for the recruitment, selection, and placement of
all staff
c. A plan to build relationships and maintain pipeline programs with local university
partners to increase the numbers of pre-service teachers in hard to staff areas
d. Processes for reporting hiring results to stakeholder groups.
7. Conduct succession planning for mission-critical positions.
8. Design and implement a districtwide professional development plan that engages all
employees (certificated and classified) and includes--
a. A comprehensive orientation and job specific on-boarding process for new hires
b. On-going professional development to enhance job skills and promotional opportunities
for continuing employees
c. A process for analyzing and correlating employee evaluation data with school
performance results to provide direction for professional development programs.
9. Set up a centralized tracking system to monitor participation in training provided to all staff.
10. Develop and execute an HR communication plan that provides for –
a. Dissemination of federal and state laws, school board policies and administrative
procedures relating to staffing formulas, recruitment, salary schedule placement, leave
programs, required training, promotional opportunities, and employee benefits in a clear
and user-friendly manner
b. Regular meetings with school principals to address their concerns
c. Labor-management meetings to resolve or mitigate issues before they become grievances
d. Collaboration with the teachers’ bargaining unit to develop a program to support teachers
who may be in need of an improvement plan
e. Surveys of employee satisfaction and exit interviews
f. Regular department-wide staff meetings to facilitate internal communications.
11. Re-vamp employee evaluation instruments and processes to incorporate expectations,
performance measures, and professional growth strategies and train supervisors on the
effective use of evaluation procedures.
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12. Ensure that HR functions have qualified people, with the applicable skill sets, in the
appropriate positions.
13. Re-position the Risk Management unit so that it provides a strategic enterprise-level view of
the district’s risk exposures and tolerances.
14. Update personnel-related school board policies as appropriate.
15. Establish a districtwide automated position-control system.
16. Develop a comprehensive strategy for improving the quality and skills of candidates in the
classified employment pools.
17. Review and evaluate district systems for recruiting, interviewing, and selecting classified
staff, and eliminating inefficient and redundant processes.
18. More fully utilize available technology to improve operational efficiency and effectiveness.
For example-
a. Computerize personnel actions (“502 forms”) for classified positions.
b. Create an automated interface between the applicant-tracking system and the HRIS
system.
c. Implement an on-line employee self-service application for routine changes and updates
to staff information; e.g., name, address, phone, e-mail, dependents, etc.
d. Acquire and implement an automated call-management system for the HR Department
that tracks call resolutions.
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ATTACHMENT A. STRATEGIC SUPPORT TEAM
Robert Carlson
Robert Carlson is Director of Management Services for the Council of the Great City Schools.
In that capacity, he provides Strategic Support Teams and manages operational reviews for
superintendents and senior managers; convenes annual meetings of Chief Financial Officers,
Chief Operating Officers, Transportation Directors, and Chief Information Officers and
Technology Directors; fields hundreds of requests for management information; and has
developed and maintains a Web-based management library. Prior to joining the Council, Dr.
Carlson was an executive assistant in the Office of the Superintendent of the District of
Columbia Public Schools. He holds doctoral and masters degrees in administration from The
Catholic University of America; a B.A. degree in political science from Ohio Wesleyan
University; and has done advanced graduate work in political science at Syracuse University and
the State Universities of New York.
David W. Koch
David Koch is the former Chief Administrative Officer for the Los Angeles Unified School
District (LAUSD). The LAUSD is the nation’s second largest public school system. Mr. Koch’s
responsibilities encompassed virtually all non-instructional operations of the District, including
finance, facilities, information technology, and all of the business service functions. Mr. Koch
also served the LAUSD as Business Manager, Executive Director of Information Services, and
Deputy Controller. Mr. Koch was also Business Manager for the Kansas City, Missouri Public
School District and was with Arthur Young and Company prior to entering public school
service. He is a graduate of the University of Missouri and a Certified Public Accountant in the
states of California, Missouri, and Kansas. Currently a resident of Long Beach, California, Mr.
Koch provides consulting services to public sector clients and companies doing business with
public sector agencies.
Justo Avila
Justo Avila is the Chief of Human Resources for the Los Angeles Unified School District.
Amanda Bailey
Amanda Bailey is the Associate Vice President of Human Resources for Morehouse College in
Atlanta. She was formally the Chief Human Resources Officer for the Broward County Public
Schools, the sixth largest school district in the nation. In this role, Ms. Bailey oversaw Human
Resources functions for over 41,000 employees. Ms. Bailey has previously served as the Director
of Compensation, Employee & Labor Relations and led negotiations for all represented
employees comprising 90% of the school district’s employee population. Ms. Bailey has nearly
twenty years of Human Resources experience in all HR functions specifically in Talent
Acquisition, Employee/Labor Relations, EEO Compliance, and Training/Employee
Development. Ms. Bailey has served in HR Leadership roles for various private- and public-
sector employers such as American Express, Sun-Sentinel Publishing Company, University of
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Rhode Island, and the National Labor Relations Board, Region 1. She earned a graduate degree
from the University of Rhode Island in HR Management/Labor & Industrial Relations and
earned a bachelor’s degree in English Literature from Florida Atlantic University.
Ann Chan
Ann Chan is the former Assistant Superintendent, Academics Operations for Boston Public
Schools (BPS). Previously, Ms. Chan was the Assistant Superintendent of Human Resources for
BPS. She was also Chief Talent Officer for the Seattle Public Schools as well as Director of
Human Resources Operations with the Chicago Public Schools. In these roles, she managed the
strategic alignment of all human resources functions to the core goals of the school district.
Overall Ms. Chan has over 20 years of human resources experience both in public and private
sector. Prior to joining the public sector, Ms. Chan worked for the Sheraton Hotel chain in
Chicago, covering all functions of human resources from hiring to benefit plans to employee
relations with a focus on customer service toward all employees.
Karen Rudys
Karen Rudys is the Assistant Superintendent, Human Resources for the Albuquerque Public
Schools. Ms. Rudys has over 20 years of leadership experience in Human Resources
administration, training, and technical expertise with fourteen years of progressive Human
Resources responsibility in an educational setting focused on dispute resolution, compliance and
staffing, benefits and compensation, and labor relations. Ms. Rudys has worked in the
Albuquerque Public Schools Human Resources Department since 2001. Prior to the Assistant
Superintendent position, Ms. Rudys was the Executive Director of Employee Relations and
Staffing and Chief Negotiator for eight bargaining units. Ms. Rudys worked for over 15 years in
the private sector as an HR Generalist with a focus on labor relations; employment law; and
training/employee development. Ms. Rudys has a master’s degree in Organizational
Management; a master’s degree in Educational Leadership; bachelor’s degree in Education and a
bachelor’s degree in International Relations.
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Council of the Great City Schools 14
ATTACHMENT B. WORKING AGENDA
Strategic Support/Technical Assistance Team Human Resources Operations
Anchorage School District October 13-16, 2015
Contacts Todd Hess
Chief Human Resources Officer [email protected]; 907-243-6400
Working Agenda
Subject to Change as Required
Tuesday, October 13 Team Arrival 6:15 p.m. Team to Meet in Hotel Lobby Captain Cook Hotel 939 W 5th Ave (907) 276-6000 6:30 p.m. Dinner Meeting Ed Graff Simon & Seafort’s Superintendent 717 West Third Avenue Others TBD 907.277.7727 907-575-6153
Wednesday, October 14
7:00 - 7:45 a.m. Continental Breakfast Requirements Anchorage School District Internet Connectivity 5530 E. Northern Lights Blvd. White Board/Flip Charts LCD Projector 8:00 - 8:45 a.m. Team Interview Michael Graham
Chief Academic Officer Mike Henry Ex. Dir., Secondary Education Glen Nielsen Ex. Dir., Elementary Education
9:00 - 9:45 a.m. Team Interview Thomas Roth Chief Operating Officer Michael Nero Director of Facilities Charles Moore Director Transportation
Review of the Human Resources Operations of the Anchorage School District
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James Anderson Director Student Nutrition 10:00 - 10:45 a.m. Team Interview Mark Foster Chief Financial Officer Mike Fleckenstein Ex. Dir., Information Technology Andrew Chiup Director, Applications Katie Rutledge Director, Payroll 11:00 - 11:45 a.m. Team Interview Todd Hess
Chief Human Resources Officer
12:00 - 1:00 p.m. Working Luncheon Including Mr. Hess if required
1:00 - 1:45 a.m. Team Interviews Susan Schmidt http://www.asdk12.org/employment/ Executive Director 2:15 - 3:00 p.m. Team Interviews Margo Bellamy http://www.asdk12.org/eeo/ Executive Director Compliance/EEO Peggy Perkins EEO Specialist Andrew Ball ADA Compliance Spec. Meghan McManamin Leave Specialist 3:15 - 4:00 p.m. Team Interview Deborah Engles
Director Risk Mgmnt & Insurance
4:15 - 5:00 p.m. Team Interviews Mike DInges
Executive Director Contract Administration
Beth Vollstedt Benefits Specialist Nan Yoon Retirement Specialist
5:15 p.m. Team Discussion of Work Plan for Balance of Site Visit
Thursday, October 15
7:00 - 7:45 a.m. Continental Breakfast 8:00 - 9:00 a.m. Team Interviews Beth Knorr Specialist/Staffing
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Secondary. Joy Chastagner
Specialist/Staffing Elementary
9:15 - 10:00 a.m. Team Interviews Ginger Moser HR Specialist/Staffing Classified Corrine Hewitt HR Specialist/TAs & Temps 10:15 – 11:00 a.m. Team Interview Peggy Rankin Assistant Director Staffing & Operations
11:00 - 11:45 a.m. Team Tour Records Mgmnt
Sub Dispatch Project Manager
12:00 - 1:00 p.m. Working Luncheon
1:00 - 1:45 p.m. Team Interviews ACE, AEA, APA Representatives
2:00 - 2:45 p.m. Team Interviews Locals 71, 959 and TOTEM Reps.
3:00 - 4:30 p.m. Team Interviews Building Principals
(Randomly Selected From Zones & Across Grades)
Team Discussion of Work Plan for Balance of Site Visit
Friday, October 16 7:00 - 7:45 a.m. Continental Breakfast 8:00 – 12:00 Noon. Team Meeting Discussion of Findings &
Recommendations
12:00 - 1:00 p.m. Working Luncheon & Debriefing Ed Graff Superintendent
1:00 p.m. Adjourn & Depart
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ATTACHMENT C. DISTRICT PERSONNEL INTERVIEWED
Kameron Perez-Verdia, President, Board of Education
Pat Higgins, Member, Board of Education
Ed Graff, Superintendent
Michael Graham, Chief Academic Officer
Mike Henry, Ex. Dir., Secondary Education
Glen Nielsen, Ex. Dir., Elementary Education
Thomas Roth, Chief Operating Officer
Michael Nero, Director of Facilities
Charles Moore, Director Student Transportation
James Anderson, Director Student Nutrition
Mike Fleckenstein, Ex. Dir., Information Technology
Andrew Chiup, Director, Applications
Raylene Erickson, Payroll Coordinator
Todd Hess, Chief Human Resources Officer
Susan Schmidt, Executive Director
Margo Bellam, Executive Director, Compliance/EEO
Peggy Perkins, EEO Specialist
Andrew Ball, ADA Compliance Spec.
Meghan McManamin, Leave Specialist
Deborah Engles, Director, Risk Management & Insurance
Mike Dinges, Executive Director, Contract Administration
Beth Vollstedt, Benefits Specialist
Nan Yoon, Retirement Specialist
Beth Knorr, HR Specialist/Staffing Secondary
Joy Chastagner, HR Specialist/Staffing Elementary
Ginger Moser, HR Specialist/Staffing Classified
Corrine Hewitt, HR Specialist/TAs & Temps
Peggy Rankin, Assistant Director, Staffing & Operations
Jennifer Palinko, Anchorage Council of Education
Andy Holleman, Anchorage Education Association
Kersten Johnson, Anchorage Principals Association
Dale Miller, Teamsters Local 959
Bill Meers, Public Employees Local 71
Tim Morgan, Teamsters Local 959
Jerry Koetje, Principal
Nancy Brain, Principal
Dan Barker, Principal
David Legg, Principal
Tina Johnson-Harris, Principal
Lucas Saltzman, Principal
Sherry Ellers, Principal
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Brendon Wilson, Principal
Bonnie Goen, Principal
Ruth Dene, Principal
Clare Fulp, Principal
Ben Hardwick, Principal
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Council of the Great City Schools 19
ATTACHMENT D. DOCUMENTS REVIEWED
Comprehensive Annual Financial Report, Anchorage School District, for the
Fiscal Year Ended June 30, 2014
Comprehensive Annual Financial Report, Anchorage School District, for the
Fiscal Year Ended June 30, 2013
Comprehensive Annual Financial Report, Anchorage School District, for the
Fiscal Year Ended June 30, 2012
ASD Organization Chart, 9/9/2015
Human Resources Organization Charts, 9/9/2015
Anchorage School District Active Board Policies
ASD Human Resources: IFAS Data Entry, Revised 9/8/15
ASD Human Resources: IFAS Data Entry—Sub Dispatch, revised 5/5/15
ASD Human Resources: Recruitment, Revised 8/3/15
ASD Human Resources: Classified HR Specialists, Revised 7/10/15
ASD Human Resources: Front Counter Workflow- Personnel Change Requests,
Revised 2/26/13
ASD Human Resources: Front Counter Procedures, Revised 4/8/13
ASD Human Resources: Classified Administrative Assistants Manuals, Revised
9/1/15
ASD Human Resources: Records Administrative Assistant, Revised 8/26/15
Risk Management Overview, 2014-15
2013-2014 Risk Management Budget and Actual Expenditures
2014-2015 Risk Management Budget and Actual Expenditures
2015-2016 Risk Management Budget
2013-2014 Human Resources Budget and Actual Expenditures
2014-2015 Human Resources Budget and Actual Expenditures
2015-2016 Human Resources Budget
ASD Student/Visitor Incident Report Form
Job Descriptions –
o Assistant Director of Human Resources Staffing and Operations, Revised
6/16/15
o Chief Human Resources Officer, Revised 2/17/12
o Claim Adjuster, Revised 1/22/14
o Director of Risk Management and Insurance, Revised 7/15/15
o Executive Director, Contract Administration, Revised, 4/3/15
o Executive Director, Compliance/Equal Employment Opportunity, Revised
2/2013
o Executive Director, Human Resources Staffing and Operations, Revised
1/5/15
o Executive Secretary Human Resources, Revised 5/19/15
o Administrative Assistant, Human Resources, Revised 1/28/14
o Specialist EEO Compliance, 9/10/15
o EEO Specialist, Revised 9/10/15
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 20
o Specialist, Human Resources, Revised 6/16/15
o Specialist, IFAS Support, Revised 1/14/14
o Specialist, Insurance, Revised 2/14/14
o Specialist, Leave Management, Revised May 2013
o Specialist, Retirement, Revised 3/4/14
o Technician, Claims-Medical Only, Revised 12/19/13
Adjusting Worker Compensation Claims Guidelines, Undated
Workers’ Compensation Handbook, 7/1/15
Administrative Guidelines: Working with Transgender and Gender
Nonconforming Students and Employees, Revised September 8, 2015
2015-16 Checklist of Administrative Duties and Annual Mandatory Non-
Discrimination Training Topics, 8/2015
2015-2016 ASD Required and Mandatory Trainings - New Employee, 8/5/2015
Guidelines for Maintaining Appropriate Adult/Student Boundaries, July 2009,
2014
Review of the Organizational Structure and Staffing Levels of the Anchorage
School District, Submitted by the Council of the Great City Schools, 6/25/2012
Fact-Finding Conference (FFC) Guidelines
Language Access Plan, Revised 10/2013
ASD Employer Audit Response Document, PERS #111, TRS #701, 9/23/2015
ASD Employer Audit Response Document, Special Activity Agreements,
9/23/2015
Breastfeeding Accommodations in the Workplace, September 11, 2013
Guidelines for Dealing with Rude, Aggressive and Hostile Customers During
Face-to-Face and Telephone Meetings
Human Resources and the CGCS 2012 Organizational Review, December 19,
2014
2014/2015 Employee Demographic Report, June 26, 2015
State Social Security Administrator, Audit Report, April 19, 2013
ASD Leave Rights And Responsibilities, 7/15
Guidelines for Investigating Complaints of Workplace Discrimination and
Harassment, 8/2014
Guidelines for Responding to Incidents of Student-to-Student Name-Calling,
Harassment & Bullying in Classrooms, August 2010
ASD Internal Audit Report. 2014-01, Special Activity Agreements, February 24,
2014
Service Animal Administrative Guidelines, 5/27/2015
Sexual Harassment Investigation Guidelines
Student Grievance Process, 6/07
Witness Confidentiality Statement, 9/2014
Recruitment, Selection, and Retention Guide, September 2015 (Draft)
Human Resources Substitute Status Report, 2014-2015 School Year
Human Resources Accountability Report, December 2013
Leadership Succession Planning, June, 2015 (Draft)
HR Administrative Handbook for Hiring Managers and Supervisors
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 21
ATTACHMENT E. COUNCIL REVIEWS
History of Council Strategic Support Teams of the Council of the Great
City Schools
The following is a history of the Strategic Support Teams provided by the Council of the
Great City Schools to its member urban school districts over the last 15 years.
City Area Year
Albuquerque
Facilities and Roofing 2003
Human Resources 2003
Information Technology 2003
Special Education 2005
Legal Services 2005
Safety and Security 2007
Research 2013
Anchorage
Finance 2004
Communications 2008
Math Instruction 2010
Food Services 2011
Organizational Structure 2012
Facilities Operations 2015
Special Education 2015
Atlanta
Facilities 2009
Transportation 2010
Austin
Special Education 2010
Baltimore
Information Technology 2011
Birmingham
Organizational Structure 2007
Operations 2008
Facilities 2010
Human Resources 2014
Financial Operations 2015
Boston
Special Education 2009
Curriculum & Instruction 2014
Food Service 2014
Bridgeport
Transportation 2012
Broward County (FL)
Information Technology 2000
Food Services 2009
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 22
Transportation 2009
Information Technology 2012
Buffalo
Superintendent Support 2000
Organizational Structure 2000
Curriculum and Instruction 2000
Personnel 2000
Facilities and Operations 2000
Communications 2000
Finance 2000
Finance II 2003
Bilingual Education 2009
Special Education 2014
Caddo Parish (LA)
Facilities 2004
Charleston
Special Education 2005
Transportation 2014
Charlotte- Mecklenburg
Human Resources 2007
Organizational Structure 2012
Transportation 2013
Cincinnati
Curriculum and Instruction 2004
Curriculum and Instruction 2009
Special Education 2013
Chicago
Warehouse Operations 2010
Special Education I 2011
Special Education II 2012
Bilingual Education 2014
Christina (DE)
Curriculum and Instruction 2007
Cleveland
Student Assignments 1999, 2000
Transportation 2000
Safety and Security 2000
Facilities Financing 2000
Facilities Operations 2000
Transportation 2004
Curriculum and Instruction 2005
Safety and Security 2007
Safety and Security 2008
Theme Schools 2009
Columbus
Superintendent Support 2001
Human Resources 2001
Facilities Financing 2002
Finance and Treasury 2003
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 23
Budget 2003
Curriculum and Instruction 2005
Information Technology 2007
Food Services 2007
Transportation 2009
Dallas
Procurement 2007
Staffing Levels 2009
Dayton
Superintendent Support 2001
Curriculum and Instruction 2001
Finance 2001
Communications 2002
Curriculum and Instruction 2005
Budget 2005
Curriculum and Instruction 2008
Denver
Superintendent Support 2001
Personnel 2001
Curriculum and Instruction 2005
Bilingual Education 2006
Curriculum and Instruction 2008
Common Core Implementation 2014
Des Moines
Budget and Finance 2003
Staffing Levels 2012
Human Resources 2012
Detroit
Curriculum and Instruction 2002
Assessment 2002
Communications 2002
Curriculum and Assessment 2003
Communications 2003
Textbook Procurement 2004
Food Services 2007
Curriculum and Instruction 2008
Facilities 2008
Finance and Budget 2008
Information Technology 2008
Stimulus planning 2009
Human Resources 2009
Fresno
Curriculum and Instruction 2012
Guilford County
Bilingual Education 2002
Information Technology 2003
Special Education 2003
Facilities 2004
Human Resources 2007
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 24
Hillsborough County
Transportation 2005
Procurement 2005
Special Education 2012
Transportation 2015
Houston
Facilities Operations 2010
Capitol Program 2010
Information Technology 2011
Procurement 2011
Indianapolis
Transportation 2007
Information Technology 2010
Finance and Budget 2013
Jackson (MS)
Bond Referendum 2006
Communications 2009
Jacksonville
Organization and Management 2002
Operations 2002
Human Resources 2002
Finance 2002
Information Technology 2002
Finance 2006
Facilities operations 2015
Budget and finance 2015
Kansas City
Human Resources 2005
Information Technology 2005
Finance 2005
Operations 2005
Purchasing 2006
Curriculum and Instruction 2006
Program Implementation 2007
Stimulus Planning 2009
Little Rock
Curriculum and Instruction 2010
Los Angeles
Budget and Finance 2002
Organizational Structure 2005
Finance 2005
Information Technology 2005
Human Resources 2005
Business Services 2005
Louisville
Management Information 2005
Staffing study 2009
Memphis
Information Technology 2007
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 25
Special Education 2015
Miami-Dade County
Construction Management 2003
Food Services 2009
Transportation 2009
Maintenance & Operations 2009
Capital Projects 2009
Information Technology 2013
Milwaukee
Research and Testing 1999
Safety and Security 2000
School Board Support 1999
Curriculum and Instruction 2006
Alternative Education 2007
Human Resources 2009
Human Resources 2013
Information Technology 2013
Minneapolis
Curriculum and Instruction 2004
Finance 2004
Federal Programs 2004
Nashville
Food Service 2010
Bilingual Education 2014
Newark
Curriculum and Instruction 2007
Food Service 2008
New Orleans
Personnel 2001
Transportation 2002
Information Technology 2003
Hurricane Damage Assessment 2005
Curriculum and Instruction 2006
New York City
Special Education 2008
Norfolk
Testing and Assessment 2003
Curriculum and Instruction 2012
Orange County
Information Technology 2010
Palm Beach County
Transportation 2015
Philadelphia
Curriculum and Instruction 2003
Federal Programs 2003
Food Service 2003
Facilities 2003
Transportation 2003
Human Resources 2004
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 26
Budget 2008
Human Resource 2009
Special Education 2009
Transportation 2014
Pittsburgh
Curriculum and Instruction 2005
Technology 2006
Finance 2006
Special Education 2009
Portland
Finance and Budget 2010
Procurement 2010
Operations 2010
Prince George’s
County
Transportation 2012
Providence
Business Operations 2001
MIS and Technology 2001
Personnel 2001
Human Resources 2007
Special Education 2011
Bilingual Education 2011
Reno
Facilities Management 2013
Food Services 2013
Purchasing 2013
School Police 2013
Transportation 2013
Information Technology 2013
Richmond
Transportation 2003
Curriculum and Instruction 2003
Federal Programs 2003
Special Education 2003
Human Resources 2014
Rochester
Finance and Technology 2003
Transportation 2004
Food Services 2004
Special Education 2008
San Diego
Finance 2006
Food Service 2006
Transportation 2007
Procurement 2007
San Francisco
Technology 2001
St. Louis
Review of the Human Resources Operations of the Anchorage School District
Council of the Great City Schools 27
Special Education 2003
Curriculum and Instruction 2004
Federal Programs 2004
Textbook Procurement 2004
Human Resources 2005
St. Paul
Special Education 2011
Transportation 2011
Seattle
Human Resources 2008
Budget and Finance 2008
Information Technology 2008
Bilingual Education 2008
Transportation 2008
Capital Projects 2008
Maintenance and Operations 2008
Procurement 2008
Food Services 2008
Capital Projects 2013
Toledo
Curriculum and Instruction 2005
Washington, D.C.
Finance and Procurement 1998
Personnel 1998
Communications 1998
Transportation 1998
Facilities Management 1998
Special Education 1998
Legal and General Counsel 1998
MIS and Technology 1998
Curriculum and Instruction 2003
Budget and Finance 2005
Transportation 2005
Curriculum and Instruction 2007
Common Core Implementation 2011
Wichita
Transportation 2009