A Technical Proposal for the

Selection of a Superintendent

Presented To:

33+ Shelby County Schools

 

Submitted By:

Ray and Associates, Inc.

CORPORATE OFFICE TENNESSEE OFFICE
901 17'" STREET NE, PO Box 10045 132 TRACE
CEDAR RAPIDS, IOWA 52402 HENDERSONVILLE, TENNESSEE 37075
PHONE: 319-393-3115 PHONE: 319-393-3115
FAX: 319-393-4931 FAX: 319-393-4931
E-mail: glr@rayassoc.com E-mail: glr@rayassoc.com
Website: Website: 

Finding Leaders for America?s Schools

COPY

 

 

 II 

001019818

 

APPLICATION FOR CERTIFICATE OF AUTHORITY

 

OR-PROF IT CORPORATION 55-4431
Division of Business Services For Of?ce Use Only
Department of State
State of Tennessee
3l2 Rosa L. Parks AVE, Gill FL Control 001019818

Nashville, TN 37243-1 :02
(615) 741-2286

    

Tre Hargett Filing Fee: $600.00

Amount Due: $600.00
Secretary of State

Please ?le immediately

 

 

To the Secretary of the State of Tennessee:
Pursuant to the provisions of T.C.A. ?48-25-

103 of the Tennessee Business Corporation Act, the undersigned corporation
hereby applies for a certi?cate of authority to

transact business in the State of Tennessee, and for that purpose sets forth:

 

1. The name of the corporation is: Ray Associates, inc.
If different, the name under which the certi?cate of authority is to be obtained is:
Ray Associates, inc. (Quali?ed Under An Assumed Name)

 

NOTE: The Secrehry of State of the State of Tennessee may not issue a certi?cate
does not comply with the requirements of T.C.A. ?48~14~101 of the Tennessee Bu
under an assumed corporate name, an assumed name application must be ?led

of authority to a foreign corporation for profit if its name
slness Corporation Act. if obtaining a certi?cate of authortiy
pursuant to T.C.A. ?40-14-101(d) with an additional $20.00 fee.

 

2. The state or country under whose law it is incorporated is: IOWA

and the date of its incorporation is: 10/12/2018
and the period of duration, if other than perpetual, is: Perpetual

and, if prior to qualifying, the date it commenced doing business in Tennessee is: 03/27/2019

NOTE: Additional ?ling fees and proof of tax clearance confirming good standing may apply if the Corporation commenced doing business In
Tennessee prior to the approvai of this application. See T.C.A. ?48-25-103(c) and T.C.A. 

 

3. This company has the additional designation of: For-Pro?t Bene?t Corporation

 

4. The name and complete address of its registered agent and office located in the State of Tennessee is:
DON LONG

132 TRCE
TN 37075-6716
SUMNER COUNTY

 

5. Fiscal Year Close Month: December

 

6. if the document is not to be effective upon ?ling by the Secretary of State, the delayed effective date and time is:
(none) (Not to exceed 90 days)

7. The Corporation is for profit.

 

 

B. The complete address of its principal office is:
901 17TH ST NE

CEDAR RAPIDS, lA 52402-5259

 

 

(Note: Pursuant to T.C.A. ?10- 7-503 all information on this form is public record.)

 

53-4431 (Rev. 1113) RDA 1678

 

 

ll

 

APPLICATION FOR CERTIFICATE OF AUTHORITY

 

CORPORATION 88-4431
Division of Business Services For Office Use Only
Department of State
State of Tennessee
3 l2 Rosa L. Parks AVE, 601 FL Control 001019818

Nashville, TN 37243?1 l02
(615) 74I-2286

Filing Fee: $600.00 Amount Due: $600.00
Secretary of State Please ?le immediately

 

 

 

The name of the corporation is: Ray Associates. Inc.

 

9. The complete mailing address of the entity (if different from the principal of?ce) is:
PO BOX 10045
CEDAR RAPIDS. iA 52410-0045

 

10. List the name and complete address of each of its current of?cers:
Title Name Business Address City, State. Zip
President Anne Marie Moran 6707 CEDAR VIEW COURT NE CEDAR RAPIDS. IA 52411

 

 

 

 

11. List the name and complete address of each of its current board of directors:
Title Name Business Address City, State, Zip
Director Anne Marie Moran 6707 CEDAR VIEW COURT NE CEDAR RAPIDS. IA 52411

 

 

 

 

12. Professional Corporation: (required if the additional designation of "Professional Corporation" is entered in section 3.)
I certify that this is a Professional Corporation.

Licensed Profession:

 

(Note: Pursuant to T. C.A. 0- 7-5 03 all information on this form is public record.)

 

 

Electronic President

Signature Title/Signer's Capacity
Anne Marie Moran Mar 27, 2019 
Printed Name Date

 

 

 

35-4431 (Rev. 1113) RDA 1678

901 17th Street NE

PO Box 10045

Cedar Rapids, IA 52402
Tax ID: 81-4991919

Tab A. Transmittal Letter

Phone: 319-393-3115

Fax: 319-393-4931

Email: glr@rayassoc.com
Website: wwxayassoccom

Ray and Associates, Inc.

leaders in Executive Searches

March 27, 2018

Shelby County Schools

ATTN: Shante Avant, Board Chair
160 5. Hollywood Street
Memphis, TN 38112

Dear Ms. Avant and Members of the Board of Education:

This letter is in response to a request regarding the need for our services to assist you in the search for
a new Superintendent. We are con?dent the Board will be quite pleased with the services we can
provide. We have been very successful in providing Superintendent search services for districts that
are similar in terms of size, cultural diversity and geographic location.

As I am sure you are aware, the selection of Superintendent will be one of the most important activities
your Board will perform. The Board?s success in the search process will affect your school district's
education program for years to come. It is extremely important to ?nd the ?right for the District.

We are familiar with Shelby County Schools as we previously assisted with the State Superintendent
search in 2008 placing Dr. Kriner Cash. We are familiar with the Council of Great City Schools as we
are recently conducted the successful Superintendent searches for Bridgeport Public Schools,
Connecticut; Cincinnati Public Schools, Ohio; Hawaii State Department of Education, Hawaii; Detroit
Public Schools Community District, Michigan; and Saint Paul Public Schools, Minnesota. We previously
assisted Dallas ISD, Austin ISD, El Paso ISD and Fort Worth ISD, Texas; Albuquerque Public Schools,
New Mexico; Anchorage School District, Alaska; Baltimore City Public Schools, Maryland; Birmingham
City Schools, Alabama; Indianapolis Public Schools, Indiana; Boston Public Schools, Massachusetts;
Sacramento City Uni?ed School District and Oakland Uni?ed School District, California; Jackson Public
Schools, Mississippi; Duval County Public Schools, Broward County Public Schools and The School
District of Palm Beach County, Florida; Seattle Public Schools, Washington; Norfolk Public Schools,
Virginia; Kansas City Public Schools, Missouri; Des Moines Public Schools, Iowa; Milwaukee Public
Schools, Wisconsin; Omaha Public Schools, Nebraska; Rochester City Schools, New York; Oklahoma
City Public School District, Oklahoma; Gilford County Schools and Charlotte-Mecklenburg Schools, North
Carolina with their educational leadership searches.

We have also assisted the Alabama Department of Education, Hawaii Department of Education,
Colorado Department of Education, Ohio Department of Education, Florida Department of Education,
Michigan Department of Education; Rhode Island Department of Education, West Virginia Department
of Education and Wyoming Department of Education with their State Superintendent searches.

We are currently assisting Waxahachie Independent School District, Texas; Baltimore County Public
Schools, Maryland; Granite Falls School District and Everett Public Schools, Washington; Hood River
County School District, Oregon; Missoula County Public Schools, Montana; Berlin Area School District,

Wisconsin; Michigan Department of Education, Michigan; Wayne Community School District and Benton
Community School District, Iowa; and many others across the nation.

We are a national search ?rm that is uniquely equipped to assist you in the selection of a
Superintendent who meets your particular needs and quali?cations. We will not only advertise, but
also actively recruit potential candidates that will meet the criteria established by your Board, including
women and minorities. Most other search ?rms do not seek out candidates for a position as we do for
our clients. With our extensive regional and national associate base, Ray and Associates, Inc. will be
able to recruit quality candidates from around the country, as well as within the state. We have often
found excellent in-state candidates who would not otherwise have applied for the position due to a
possible con?ict of interest with a state or local ?rm. Our professional, objective procedures allow us
to attract, process and screen the most successful candidates for a Superintendent position. You will
also ?nd our system is ?exible, which allows us to customize the search to meet the desires of the
Board.

Our ?rm has exhibited at the National School Boards Association (NSBA), National Association of
Secondary School Principals (NASSP), the American Association of School Administrators (AASA), the
Association of Latino Administrators and Superintendents (ALAS) and the National Alliance of Black
School Educators (NABSE), as well as other professional organizations, for over forty (40) years. This
year the ?rm exhibited and presented at numerous state school board associations. Exhibiting and
presenting at these state and national organizations allows the ?rm to meet and recruit outstanding
administrators for our clients.

It is our goal to make the selection process professional, ef?cient and successful to assure your
complete satisfaction with our services. It is quite common for a Board to be concerned about the
quality of candidates who might be available in today's job market. Outstanding administrators will
need to be recruited regardless of the time of year or the position needing to be ?lled because many of
these school leaders already have good jobs. We feel that our ?rm can be very successful in attracting
candidates that will meet or exceed your expectations. With a consulting ?rm of over one hundred
sixty (160) associates located nationwide, Ray and Associates, Inc. has been able to develop the most
comprehensive pool of candidates of any executive search ?rm in the country. Our reputation for
success is built upon providing school districts precisely the type of candidate that satis?es not only the
Board but the community and faculty as well.

Ray and Associates, Inc. strives to provide the District with the best match possible based on what we
learn in our extensive interaction with the Board and key players in the search. It is our desire to
activate our network on your behalf to locate individuals that can effectively assume the top executive
post in your District.

We understand that this proposal is a ?rm and irrevocable offer for a period of one-hundred twenty
(120) days and acknowledge all Addenda to this RFP (#03292019).

We welcome the opportunity to make a presentation of our services at your convenience. If you have
any further questions or comments regarding the enclosed information, please do not hesitate to
contact our Cedar Rapids of?ce at 319-393-3115.

Sincerely,

President

Tab 8. Table of Contents

TABLE OF CONTENTS
Page
TAR C. EXPERIENCE AND CAPABILITIES
Pro?le of the Firm 2
Organizational Chart 3
The Team 4
Key Personnel 5
Summary of Project Associates 6
References 7
TAB D. FISCAL FINANCIAL STATEMENTS
Financial Statement 2018 8
Financial Statement 2017 9
Financial Statement 2016 10
Litigation Response 11
TAB E. RESPONSE TO RFP SCOPE OF WORK
Consultant Services Provided 12-13
Working with Board Through Each Stage of Search 14
Suggested Timeline 15
Building the Pro?le 16
Interview Process - Community Input 16
Recruitment 17
Screening, Background Checks, Interviews and Final Selection 18
Monitoring the Search Process 19
TAB E. PROPOSAL REQUIREMENTS
Identifying and Screening Quali?ed Candidates 20
Responsibilities of the Firm and Board 21
Suggested Timeline 22
Con?dentiality 23
Board Self-Assessment Survey 23
Satisfaction Guaranteed. 23
Ray And Associates, The Clear Difference 24
TAB E. PROPOSAL REQUIREMENTS
Pro?le of the Firm 25
Past 5 Years of Searches 26-33
Length of Search 33
Average Tenure 33
Resumes 34-51
References 52

TAB F. FORMS
Attached

INTRODUCTION
THE SEARCH

This Proposal is an example of the quality of our work for a state, regional and national search. Our
?rm is committed to spending the time and energy on the details necessary to perform a proper
search. We actively seek out and screen all candidates who are recruited during the search to identity
those who are superior and who meet or exceed the quali?cations set by the Board.

 

Ray and Associates, Inc.

BRIEF OVERVIEW

This document is designed to demonstrate that we desire to provide you with a complete, detailed

package customized to the Shelby County Schools in a performance contract regarding our professional
services for your Superintendent search.

Our Proposal consists of our consultant services, general provisions, con?dentiality, satisfaction
guarantee and consultant cost.

PERFORMANCE

We have developed highly effective procedures to assist schools, step by step, in selecting a
Superintendent whose quali?cations meet its criteria. This Proposal outlines the detailed procedures
and steps that make our searches successful. We have been highly successful in delivenng
outstanc?ng candidates in all of our searchesThis is propertg of?ng and Associates, Mo. anal is not intended for duplication or without permission. 0



HISTORY AND OVERVIEW OF THE ORGANIZATION
PROFILE OF THE FIRM

Ray and Associates, Inc. is a professional organization that specializes in school executive leadership searches.
The ?rm has been in the school executive search business since 1975 (44 years) and has established an
outstanding reputation. The ?rm has been recognized by The School Administrator journal as one of the top
search ?rms in the country. Our professional consultants, including women and minorities, are persons with
long-term experience in the school executive search ?eld, with extensive backgrounds as school administrators,
business executives, school board members, university professors and attorneys.

Ray and Associates, Inc. is an independent and objective ?rm that does not accept placement fees from any
candidate. We have designed a highly effective procedure that allows us to impartially assist schools in selecting
the best individual for their particular needs.

In addition to our corporate office located in Cedar Rapids, Iowa, we have a National Executive Director, eight (8)
Regional Search Directors and over one hundred sixty (160) Associates located throughout the country.
Therefore, distance is not a factor to our ?rm when meeting with our clients.

The corporate of?ce also maintains a full-time administrative staff to assist in the executive search business.

Our ?rm has exhibited at the National School Boards Association (NSBA), National Association of Secondary
School Principals (NASSP), the American Association of School Administrators (AASA), the Association of Latino
Administrators and Superintendents (ALAS) and the National Alliance of Black School Educators (NABSE), as well
as other professional organizations, for over forty (40) years. Exhibiting and presenting at these state and
national organizations allows the ?rm to meet and recruit outstanding administrators for our clients. We also
have associates who are af?liated with the Council of Great City Schools, Urban Superintendents Association of
America, the Association of Latino Administrators and Superintendents (ALAS), National Alliance of Black School
Educators (NABSE), as well as other professional organizations.

Exhibiting at state and national conventions allows the ?rm to meet and recruit outstanding administrators for our
client districts. As a result, Ray and Associates has access to the most comprehensive pool of candidates of any
executive search ?rm in the country.

It is only a matter of reality that outstanding administrators already have good jobs and need to be recruited.
We are familiar with Shelby County Schools as we previously assisted with the State Superintendent search in
2008 placing Dr. Kriner Cash. We are familiar with the Council of Great City Schools as we are recently
conducted the successful Superintendent searches for Bridgeport Public Schools, Connecticut; Cincinnati Public
Schools, Ohio; Hawaii State Department of Education, Hawaii; Detroit Public Schools Community District,
Michigan; and Saint Paul Public Schools, Minnesota. We previously assisted Dallas ISD, Austin ISD, El Paso ISD
and Fort Worth ISD, Texas; Albuquerque Public Schools, New Mexico; Anchorage School District, Alaska;
Baltimore City Public Schools, Maryland; Birmingham City Schools, Alabama; Indianapolis Public Schools, Indiana;
Boston Public Schools, Massachusetts; Sacramento City Uni?ed School District and Oakland Uni?ed School
District, California; Jackson Public Schools, Mississippi; Duval County Public Schools, Broward County Public
Schools and The School District of Palm Beach County, Florida; Seattle Public Schools, Washington; Norfolk Public
Schools, Virginia; Kansas City Public Schools, Missouri; Des Moines Public Schools, Iowa; Milwaukee Public
Schools, Wisconsin; Omaha Public Schools, Nebraska; Rochester City Schools, New York; Oklahoma City Public
School District, Oklahoma; Gilford County Schools and Charlotte-Mecklenburg Schools, North Carolina with their
educational leadership searches (a complete list of ?rms history is available upon request). .

We are currently assisting Waxahachie Independent School District, Texas; Baltimore County Public Schools,
Maryland; Granite Falls School District and Everett Public Schools, Washington; Hood River County School District,
Oregon; Missoula County Public Schools, Montana; Berlin Area School District, Wisconsin; Michigan Department of
Education, Michigan; Wayne Community School District and Benton Community School District, Iowa; and many
others across the nation (complete list available upon request).

Our network and recruiting efforts are second to none. We bring a wealth of experience and knowledge to your
District focused upon our goal to make the selection process professional, efficient and successful so we can
state, without reservation, that you will be quite pleased with our services.

1 .


3'15, 
This is property of R25 and Associates. inc. and is not intended for dupiicntiom. or distributioui without permission. ,1



Tab C. Experience and Capabilities Orqanizational Chart

 

Ryan Ray
President
St. louis, MO

.
rlmary)


2..
z=r=f

Molly Schwarzhoff
Vice President
Cedar Rapids, IA
(Secondary)

Mr. Don Long Ms. Gloria Davis Ms. Mary Ronan Dr. Mary Fasbender
Regional Search Director Regional Search Associate Regional Search Associate Search Director
Hendersonville, TN Chicago, Cincinnati, 0" St. Charles, IL

 

 

Kathy Schoenfelder
Executive Administrative Assistant
(back-Up)

 

 

 
    
    
 

  

iris Weidlin
Executive Search Assistant
(hack-up)

This. is art Ru and Associates, two. and is not intended or via Liontiom. or distribution. without emission.


 

THE TEAM

Ray and Associates, Inc. is a professional organization which specializes in the ?eld of educational
leadership searches. We are uniquely equipped to assist you in the selecljon of a Superintendent who
meets the particular needs and quali?cations of the Shelby County Schools. We have:

1. Highly trained and experienced staff that includes:
. Active school administrative leaders
. A balance of gender and minority representatives

2. Expertise and extensive background in:
- The school superintendency
. School administration at all levels
. Private business; higher education and law

3. Experienced speakers at state, regional and national conferences.

4. Conducted workshops and seminars in school related matters such as:
- Budding the success?ll Board/Administrator relationship

Establishing an evaluation process that yields results

Interviewing for a Supenhtendent position

What Boards should consider when selecting a Superintendent

School district assessment

Effective hiring practices

Sta?? and organ/rational development

Recruiting, selecting and retaining excellent teachers

Enhancing school climate by shared decision making/dealing with speaal interest groups

Developing the compensation package or contract



This is 'pl?D'P?Y?ta of R125 anal Associates, Mo. anal is not intended for duplication. or distribution without permission.

 

KEY ASSOCIATES FOR THE PROJECT

The following principal/project coordinators will be actively involved in working with the school district. The
associates listed below will be assisting in recruitment, screening and background checks. The ?rm chooses
various associates across the country to be sure that every region will be covered to recruit the best
candidates for the Shelby County Schools. In addition, we have professional contacts throughout the
Southern region and nationally. The following is only a partial list of associates who will be involved in the
recruitment and screening of candidates. The ?rm will actually involve many more associates for the

project.

Mr. Ryan M. Ray, President
President/Cedar Rapids, IA
Ryan is President of Ray and Associates, Inc. He supervises and oversees all searches conducted by the
?rm and will directly interact with the Shelby County Schools and any committee that may be established on
all details of this search. He has an earned Master's degree from Lindenwood University in St. Louis and a
Bachelor?s degree from the University of Missouri in Columbia, Missouri.

Mr. Don Long
Regional Search Director/Hendersonville, TN
Don serves our ?rm as a Regional Search Director and will monitor and direct search team efforts as well as
recruit and screen candidates. He has a Bachelor's degree in Communication/Business Administration from
Western Kentucky University. He currently works as a Senior Project Manager for Sumner County Schools in
Gallatin, Tennessee and served eight years on both the Tennessee School Board Association and Sumner
County Board of Education in Tennessee.

Ms. Gloria Davis

Regional Search Associate/Chicago, IL
Gloria serves our ?rm as a Regional Search Associate, team member and background investigator and
as such performs the recruiting and screening of candidates. She earned a Bachelor?s degree in
Elementary Education from Southern Illinois University and a Master?s degree in Education
Administration from Washington University. She also did her doctoral studies at Saint Louis University.
In her 40+ years in education she served as a Teacher, Principal, Assistant Superintendent and
Superintendent.

Ms. Mary Ronan
Regional Search Associate/Cincinnati, 0H
Mary serves our ?rm as a Regional Search Associate, team member and background investigator and
as such performs recruiting and screening of candidates. She has a Master?s degree in Business
Administration from Xavier University and retired as the Superintendent of Cincinnati Public Schools in
2017.

Dr. Mary Fasbender
Regional Search Director/St. Charles, IL
Mary serves our ?rm as a Regional Search Director, team member and background investigator and as
such performs the recruiting and screening of candidates. She has an earned Doctorate in Education
from Northern Illinois University and has over 40 years of experience in the education ?eld having
served as a Teacher, Assistant Principal, Assistant Superintendent and Superintendent in Illinois.


F. .

a
.l 

This is properta of M5 and Associates, lwc. and is not intended for duplication or distribution without permission. gigs?
51.x; 

SUMMARY OF PROJECT ASSOCIATES

Dr. Roy Brooks
Little Rock, AR

Mr. Rick Mills
Chicago, IL

Dr. Jim Hager
Renton, WA

Mr. Ricardo Medina
Bridgeport, MI

Dr. Paige Fenton-Hughes
Douglas, WY

Dr. Carl Davis
Powder Springs, GA

Dr. Ann Schultz
Westminster, CO

Mr. Alvin Johnson
Sandy Springs, GA

Dr. Bob Mata
Cathedral City, CA

Dr. Lane Plugge
Council Bluffs, IA

Dr. Richard Christie
Council Bluffs, IA

Mr. Dale Caldwell
New Brunswick, NJ

Dr. James Davis
Plano, TX

Dr. Brenda Dietrich
Topeka, KS

Mr. Dale Monroe
Marion, IA

Dr. Tony Apostle
Fox Island, WA

Ms. Sandi Gero
Rock Hill, SC

Mr. Robert Alfaro
Hutto, TX

Dr. Bob Hammon
Sycamore, IL

Dr. Michael Rush
Lakewood, NJ

Dr. Tom Williams
Scottsdale, AZ

Ms. Linda Brock
Packwood, IA

Other associates throughout the country m7] be actively recruihhg screemhg, and in vesoyatmg ?nah?st candidates.

This is oropcrt? of and Associates. Inc. and is not intended for duplication. or distribution without permission. 0

Tab C. Experience and Capabilities - References

REFERENCES

We have chosen several clients from our past and recent search list to demonstrate that we have been
successful in various geographic locations.

 

 

 

 

CONTACT TITLE OF
SCHOOL DISTRICT LOCATION PERSON CONTACT PHONE E-MAIL
Fort Worth . 
Independent School Fort Worth, TX Jacmto Former Board Work. 817-814-l920
. . Ramos Jr. PreSident
District
The School District . 
of Palm Beach Pall? Beach, Sandra Gero Former HR Cell. 561 386 5141
County 
School Former Board Cell: 206-601-7909
District Bothell, WA Amy Cast President Wm
Olathe Public Former Board Home: 913-530-3644

Schools Olathe, KS Rick Schler President 'Cl I 

Wk: 615-350-7637
Maury County Columbia, TN Jim Morrison Former Board Cell: 9314454433

Public Schools President I I


772/5119 not a complete list; and more references can be pro vided upon request

 

This is of R515 and Associates. inc. and is not intended for duplication or distributiow without Farmission. 

Tab D. Fiscal Integrity/Financial Statements

 
 
  

Our people make

the difference

Financial Statement 12-31-2018

 

 

 

 

 

 

Ray and Associates, Inc.
Beginning of Tax Year End of Tax Year
ASSETS a 
1. Cash 47,924 82,308
2a. Trade notes and accounts receivable 81,293 38,692
2b. Less Allowance for bad debts 115,623 60,410

 

3. Inventories
4. US. Government obligations
5. Tax-exempt securities

6. Other Current assets (attached
schedule)
7. Loans to shareholders 496,756 610,500

8. Mortgage and real estate loans

9. Other investments (attached schedule)
10a. Building and other appreciable assets
10b. Less accumulated depreciation 60,072 44,040 60,421 52,320
11a. Depreciable assets
11b. Less accumulated depletion
12. Land (net of any amortization)
13a. Intangible assets (amortizable only)
13b. Less accumulated amortization
14. Other assets (attached schedule)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15. Total Assets 704,343 805,538
LIABILITIES AND SHAREHOLDERSI
BMW
16. Accounts Payable 89,716 41,622
17. Mortgages, notes, bonds payable in less
than 1 year
18. Other Current Liabilities 268,867 275,308
19. Loans from Shareholders
20. Mortgages, notes, bonds payable in 1 54,733 43,820
year or more
21. Other liabilities (attached schedule)
22. Capital Stock 5,782 23,488
23. Additional Paid-in capital 122,292
24. Retained earnings 162,953 421,300

 

25. Adjustments to shareholders equity
(attached schedule)

26. Less cost of treasury stock

27. Total Liabilities and shareholders' 704,343 805,538
equity

 

 

 

 

 

 

 

 

 

This Lspropert? of Eng and Associates, Inc. and is not intruded for duplication or distribution. without permission.

 

  
  

Our people make

the difference
Financial Statement 12-31-2017

Ray and Associates, Inc.

    

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning of Tax Year End of Tax Year
ASSETS a 
1. Cash 18,424 47,924
2a. Trade notes and accounts receivable 78,963 81,293
2b. Less Allowance for bad debts 86,123 115,623
3. Inventories
4. US. Government obligations
5. Tax-exempt securities
6. Other Current assets (attached
schedule)
7. Loans to shareholders 484,912 496,756
8. Mortgage and real estate loans
9. Other investments (attached schedule)
10a. Building and other appreciable assets
10b. Less accumulated depreciation 57,742 14,589 60,072 44,040
11a. Depreciable assets
11b. Less accumulated depletion
12. Land (net of any amortization)
13a. Intangible assets (amortizable only)
13b. Less accumulated amortization
14. Other assets (attached schedule)
15. Total Assets 604,048 704,343
LIABILITIES AND 
EQUITY
16. Accounts Payable 70,049 89,716
17. Mortgages, notes, bonds payable in less
than 1 year
18. Other Current Liabilities 249,200 268,867
19. Loans from Shareholders
20. Mortgages, notes, bonds payable in 1 35,066 54,733
year or more
21. Other liabilities (attached schedule)
22. Capital Stock 38,22 5,782
23. Additional Paid-in capital 102,625 122,292
24. Retained earnings 143,286 162,953
25. Adjustments to shareholders equity
(attached schedule)
26. Less cost of treasury stock
27. Total Liabilities and shareholders 604,048 704,343
equity

 

This is propertg of rang and Associates, Mo. and is not intended for duplication or distribution without parmissiow.

 

 

 
    

Our people make
the adfferen ce

Financial Statement 12-31-2016
Ray and Associates, Inc.

of Year

1. Cash

11
2a. Trade accounts receivable
2b. Less Allowance for

 

76
Government

securities

Other Current assets (attached
schedule

Loans

Less

otal
LIABILITIES AND SHAREHOLDERS

Accounts
Mortgages, notes, bonds payable in less
1

Loans

Mortgages, notes, bonds payable in 1
or

Other

Adjustments to shareholders equity

of
Total Liabilities and shareholders' 558,753

This is propertg of Raw and Associates, inc. and is not intended for duplication or distributiow without permission

 

LITIGATION RESPONSE

Ray and Associates, Inc. has not been involved in any litigation with any of our clients within the last
?ve years.

There are no judgments, claims, arbitration proceedings or suits pending or outstanding against Ray
and Associates or its of?cers.

Ray and Associates, Inc, or any principals, has not been involved in any litigation or
arbitration in the past five (5 years.

Ray and Associates, Inc, or any owner, principal, partner or manage; is not in valved or aware
of any pending litigation regarding professional misconduct; bad faith, disc?m/nation or sexual
harassment

Ray and Associates, Inc, or any owner or princioal, is not in valved or aware of any pending
disciplinan/ action and/or in vestgyation conducted by any local, state or federal agency.

777ere are no judgments, claims, arbitration proceedings or suits pending or outstanding
against Ray and Assoa'ates or its o??icerzs. Ray and Associates, Inc, or any principals, has not
been involved in any litigation or arbitration in the past ten (10) years?inf?
This LS 01512123 and Assocmtes, rm. LS not for or ?3.33. 

Tab E. Response to RFP Scope of Work

CONSULTANT SERVICES PROVIDED FOR THE SHELBY COUNTY SCHOOLS

THE CONSULTANT WILL:

STAGE 1 - BOARD INPUT AND PREPARATION

1.

Customize the search process to meet the needs and expectations of the Shelby County
Schools.

Conduct individual Board member interviews to assess the Board's priorities, goals and
objectives to aid in the development of the criteria and quali?cations for the Superintendent
position.

Work with the Board to establish a timeline that lists each step in the search process.
Discuss with the Board the requirements and salary range for the Superintendent position.

Work with the Shelby County Schools staff and those selected by the Board in the
development of an accurate informational ?yer and online application form. If desired, our
of?ce staff has the experience and capability to create the District's promotional ?yer.

STAGE 2 - PROFILE DEVELOPMENT AND PROCESS

6.

8.

If desired, provide a proven consensus building mechanism for obtaining input from various
constituencies, staff members, other stakeholders and the Board. In addition, our ?rm has
the resources to offer an online survey option in many languages at no additional fee. We
will provide a link to the survey to post on the District?s website. The consultants will
receive and organize all input data and then report the results to the Board.

Provide the Board with cost saving options to minimize expenses by utilizing Skype,
conference calls or gotomeetings to reduce paper copies, travel expenses and shipping
costs.

Develop all required forms for the application and screening process.

STAGE 3 - RECRUITING AND SCREENING

9.

Conduct all aspects of the recruitment process on a statewide, regional and national basis
as follows:

Notify all associates to actively recruit potential candidates.

Contact individuals in our ?rrn?s database whose interests match District criteria.
Actively recruit applications from quali?ed individuals.

Solicit nominations from knowledgeable people in the profession.

Contact other professional consultants in private and public sectors.

Discuss with all candidates the District?s characteristics and the Board of Education?s
pro?le and criteria for the new Superintendent position.

. Advertise nationally in the following as selected by the Board: AASA Website,
Education Week Newspaper and Website, Ray and Associates Website, the Tennessee
School Administrators and Tennessee School Boards Publications, The School
Administrator Publication, Executives Only Website, the Association of Latino
Administrators and Superintendents (ALAS), National Alliance of Black School
Educators (NABSE) and other publications selected by the Board.

This is propertij and Associates, inc. is not intmolenl for duplication or distribution without permission. 9

STAGE 3 - RECRUITING AND SCREENING - CONTINUED

10.

11.

Develop and manage the candidate screening process. All applicants are screened from the
perspective Of a viable match with District criteria to determine their capabilities, 
and weaknesses. The search team thoroughly reviews each ?le and seeks alignment Of
quali?cations with District expectations. Those who emerge successfully from this screening
are deemed viable candidates.

Check references provided and conduct additional background investigation of top
candidates. Our ?rm interviews each viable candidate that meets Board criteria and veri?es
their quali?cations and experience. Our background research team then conducts extensive
investigations on those individuals. The investigations go well beyond listed references and
their current position. A complete check Of a candidate's work history is also completed
utilizing online resources such as Google, Yahoo, Facebook, Twitter and other social media
sources as well as checking for blogs.

STAGE 4 - CANDIDATE PRESENTATION

12.

13.

14.

15.

16.

17.

18.

Provide the Board with an opportunity to observe each top candidate interviewed with
questions speci?cally designed by Ray and Associates, Inc. through video technology. This
will allow Board members to get a better perspective of each candidate in order to
determine which candidates to interview. By offering this opportunity, this will save the
Board members on expenses and their time.

Provide an impartial and objective consensus building matrix instrument developed by Ray
and Associates to assist the Board in determining the ?nalists for an interview. We have
been extremely effective working with Boards who are divided on issues and candidates.

Assist the Board in establishing the interview format and in developing interview questions.

Determine and coordinate constituent and staff involvement in the interview process, if
desired by the Board.

Help arrange the details of interviews for leading candidates.
Provide the Board with criminal, civil litigation, social security, motor vehicle record checks
and veri?cation of educational degrees for the tOp (2-3) candidates at no additional fee.

Coordinate with the Shelby County Schools Business Of?ce the procedure for
reimbursement of candidate?s expenses.

STAGE 5 - SELECTION OF FINALIST AND FUTURE PLANNING

19.

20.

21.

22.

Assist District legal staff in negotiating the contract with the successful candidate at no
additional cost to the District.

After the appointment, dispose of the ?les and send appropriate communications to the
candidates not interviewed by the Board.

If desired, assist the District in preparing a press release, upon request, announcing the
appointment of the new Superintendent.

Provide the Board with a report of the Board Self-Assessment Survey Results at no
additional cost.

The Superintendent search services and process provided above can be adjusted to meet the speci?c
needs of the Shelby County Schools.

This is property; of Eng Anal Associates. Inc. Mid is not intmalwl for dupiicntion or distribution without permission.

 

WORKING WITH BOARD
TH ROUGH EACH STAGE OF SEARCH

Stage One is Board Input and Preparation. The ?rm will meet with each Board member individually to
obtain input for the pro?le development and meet with the entire Board to set the timeline for the
search, ?nalize procedures and services desired by the Board, establish the Board contact person(s),
discuss the application process, set the advertising and determine the salary.

Stage Two is the Pro?le Development and Process. Our ?rm takes the development of the pro?le
very seriously. We will meet with employees and stakeholders as identi?ed by the Board. We also will
hold morning and evening open forums to collect input from the community. The purpose of the
interviews and meetings are to gather and organize information that will contribute to the development
of an accurate pro?le for the position. The Board will have the opportunity to review our
recommendations and make the ?nal decision on the desired pro?le.

Stage Three of the process is Recruiting and Screening. The ?rm?s dialogue with constituents and
interviews with individual Board members, coupled with survey results, provide our ?rm with an
accurate pro?le that is employed in the recruiting and screening of applicants.

Stage Four is Candidate Presentation. Ray and Associates will bring before the Board 8-12 top
candidates for their consideration. Board members will have the opportunity to not only review the
application packet submitted by each top candidate but they will also have the opportunity to observe
each top candidate interviewed with questions speci?cally designed to the search through video
technology. This will allow Board members to get a better perspective of each candidate in order to
determine which candidates to interview. In addition to the top candidate packets provided to the
Board, we will have available to the Board each and every completed ?le for their perusal if they so
choose.

Upon the completion of the review, Board members will be asked to individually complete a matrix
which allows them to assess each top candidate against the others. The Ray and Associates
representative will then provide the Board with a summary of the individual Board responses. This
summary assists the Board members in reaching consensus on which candidates are worthy of an
interview. Following these steps ensures that all Board members have an equal opportunity to be
involved in the selection process. Ray and Associates will assist the Board in establishing the interview
format and in developing interview questions.

Stage Five is the Selection of the Finalist and Future Planning. At the conclusion of the last interview,
the representative from Ray and Associates will once again be onsite to lead the Board through a
similar consensus building activity which has proven to be very successful in assisting Board members
to reach a ?nal determination of their ?nalist(s). It is also requested by some of our client school
boards that the top two (sometimes three) ?nalists are brought back to the District for an open forum
with the public. We provide a proven process for this as well that includes a moderator. Questions
from the audience are submitted in writing to ensure that the candidates are only asked about
legitimate issues related to the position.

We believe strongly that this process allows the ?nal selection of candidates to be in the control of the
Board. When Boards are provided with a limited number of candidates from whom to consider, the
Board has only limited involvement in the search process. Through the outstanding discussions
fostered by the consensus building instrument provided by Ray and Associates, Board members have
overwhelmingly been appreciative of their strong involvement.



is propertg of R125 and Associates, Mo. and is. not intended for duplication or distribution without permission. ?33s. 

SHELBY COUNTY SCHOOLS
SUPERINTENDENT SEARCH SUGGESTED PROCESS AND TIMELINE

Items highlighted in yellow indicate an in-person meeting with the consultant(s)
DATE

Consultant planning meeting with the Board and individual Board member interviews.
(771718: 730) (option to conduct via Skype, conference call or 

Begin preparing information for the District promotional ?yer and online application form with
the District liaison representative(s).

Stage 1
Board Input 
Preparation

Notify all associates and other professional contacts of vacancy.

Contact constituents and stakeholders for input meetings on

Online survey link, for input on developing the pro?le, available on District website from
to .

Meetings with constituent and stakeholder group representatives.

8 am. deadline for survey/input from constituents, stakeholders and Board members,
including online survey.

Stage 2

Pro?le Development
8: Process

Promotional ?yer draft due.

Board to ?nalize Superintendent pro?le for the promotional ?yer and online application form.
(77me: 730) (option to conduct Via Skype, conference call or gotomeetings.com)

D1
5 
?3 Print promotional ?yer. Fowvard to consultant.
3 E?mail promotional ?yer and online application instructions to interested candidates.
a: a Deadline for all application materials. (*See note below.)
Consultant develops and ?nalizes interview questions and procedures with the Board. Top
candidates are presented to the Board and consultant assists the Board in selecting ?nalists
.3 for the interviews. If desired by the Board, consultant will meet with constituents and staff
12 interview group(s) to discuss their roles. (lime: 730)
1:
a 5 Interview candidates round).
I.
a.

Meeting with consultant following the last interview. (lime: TED)

Interview ?nalist candidates (2'1d round). (Optional)

Final meeting with consultant following the last interview. (Time: 730) (Option to conduct vra
conference call or 

Consultant will discuss contract terms with the finalist.
Offer the contract.
Press release of new Superintendent.

 

Board Self-Assessment Survey Results presented to the Board.

*All applications will be reviewed. Materials received after the closing date may be given full consideration
depending upon the number of applications received and other factors.

(Actua dates to be determined in the ?rst meeting with the Board.)

This is propertg of Bag and Associates, Mo. and is not intended for duplication. or distribvction without permission. 9

BUILDING THE PROFILE

Ray and Associates, Inc. ?rmly believes in parent, staff and community participation, especially in the
development of an accurate pro?le for the position. Our ?rm takes developing the pro?le very
seriously as the pro?le is the focal point of our recruitment efforts. We are eager to interview each
Board member individually and visit with stakeholder groups who attend scheduled meetings. We will
meet with any employees and other stakeholders as identi?ed by the Board. Our ?rm also offers the
opportunity for the community, staff and parents to participate in morning and evening forums that are
organized to solicit input via the survey process and create dialogue by asking a series of questions

In addition, for those stakeholders unable to attend scheduled meetings, our ?rm offers an online
pro?le survey option with space for written comments/recommendations which is available in various
languages at no additional fee. We will provide you with a link to place on the District website. Our
of?ce will maintain, collect and analyze all information received and include this in the report to the
Board.

Our process consists of and A sessions and the administration of our own 33 Desirable
Characteristics Survey. This is culminated in an open meeting report to the Board of our ?ndings and

common by the various groups and indicate those recommended or those thought to be worthy of
consideration. On some occasions, two of the items may be combined when they are closely related in
context. Those items that seem to be important to some groups but not to others may be used in the

INTERVIEW PROCESS - COMMUNITY INPUT

Boards that have chosen the option to involve the public and employees during the interview phase of
the search have found that we have been very effective in organizing this part of the process. Serious
'ng interviewed by personnel other than the Board itself are prepared for
this by our consultants. Participants in these groups are requested to complete a ?Candidate
Impressions" form that is duplicated for each Board member's review and are requested not to rank
the candidates.

It is also requested by some of our client school Boards that the top two (sometimes three) ?nalists are
brought back to the District for an open forum with the public. We provide a proven process for this as

the candidates are only asked about legitimate issues related to the position.

RECRUITMENT

Ray and Associates, Inc. maintains a working relationship with key individuals at the college and
university level along with other national public and private organizations for the purpose of recruiting
outstanding candidates. However, we are not directly connected with any college, university or any
other organization. This allows our ?rm to be extremely objective in the search process. We stay
abreast of the performance of outstanding school administrators throughout the country, which has
contributed to our high success rate.

Our ?rm maintains a very large pre-screened database of top candidates who are interested in new
and challenging positions. The and administrative skills of these potential candidates have
been analyzed by the ?rm. However, it is important for our clients to know we are not a placement
service that owes any favors to prospective candidates. Our professional objective is to aggressively
recruit and advertise for the best candidate who meets the quali?cations and characteristics of a
Superintendent as set forth by the Board. Our recruitment process is very comprehensive, highlighted
by the following steps:

Largest recruiting network in the country

Inform the ?rm?s 160 associates of the position and seek recommendations

Advertise in local, regional and national venues known for high readership by school leaders
Consult our extensive database for precise matches between District and candidate pro?les
Aggressively recruit successful school leaders who are not currently seeking a new position to
invite them to consider the Shelby County Schools position

Contact other organizations at state, regional and national levels regarding the position

- Proactively seek out potential candidates at state and national conventions

Seek 
Recommendations
from Over 160

Associates
Nationwide

Candidate Care: Contact State,

Easy 'Onlinc Regional and
Application National

Process annizations

Ray and Associates, Inc.

  
  

  

Aggressively
Recruit .
Review Our

Candidates Who Database for

Are Not Currently Qualified

Seeking a New .. 
Position ?andidates

Advertise in
Local, Regional
and National
Venues

This is propertg of R115 and Associates, inc. and is not intended for duplication or distribution without permission. 

SCREENING, REFERENCE CHECKS, INTERVIEWS AND FINAL
SELECTION

Once recruited, all applicants are screened from the perspective of a viable match with Board criteria to
determine their capabilities, and weaknesses. The search team thoroughly reviews each ?le
and seeks alignment of quali?cations with Board expectations. Those who emerge successfully from
this screening are termed viable candidates, and our background research team then conducts
extensive background investigations and internet checks on those individuals. The investigations go
well beyond listed references and their current position to include contacts with state associations and
national leadership organizations such as American Association of School Administrators (AASA),
Association of Latino Administrators and Superintendents (ALAS) and National Association of Black
School Educators (NABSE). Our ?rm also checks current and past relationships with administrators and
veri?es candidate's education and work history utilizing multiple internet sites and social media feeds.
We not only vet candidates extensively in their professional career, but it is also important for us to be
familiar with their personal life as that can have an impact in their profession. The candidates who
meet the quali?cations selected by the Board become top candidates.

As part of the candidate presentation to the Board, Ray and Associates will bring before the Board 8-12
top candidates for the Board?s consideration. Board members will have the opportunity to observe each
top candidate interviewed with questions speci?cally designed to the Superintendent search through
video technology. The Board will also have a chance to review the application packet submitted by
each top candidate.

Upon the completion of the review, Board members will be asked to individually complete a matrix
which allows them to assess each top candidate against the others. The Ray and Associates
representative will then provide the Board with a summary of the individual Board responses. This
summary assists the Board members in reaching consensus on which candidates are worthy of an
interview. Following these steps ensures that all Board members have an equal opportunity to be
involved in the selection process.

Ray and Associates will conduct criminal, civil litigation, social security, motor vehicle record checks and
veri?cation of educational degrees on the top 2?3 candidate(s) through an outside service at no
additional cost.

 

 

MONITORING THE SEARCH PROCESS - CLIENT CHECKPOINTS

The Board's role is the most important one in the search process. Although we assist you in the
process by actively recruiting, identifying and recommending qualified candidates, you alone will
determine which candidate you will hire.

Our search process is set up in a manner that provides the Board with a continuous monitoring
capability which features clearly de?ned checkpoints:

Ti me I i ne oEstabiish a timeline for the process

I ut oDetermine the input process

 

Qu a I ifi a i OSet the Superintendent quali?cations

oReview and approve informational flyers and
application forms

Flyers

oReceive regular progress reports from the

Progress Reports consultant

te i i? oApprove format and questions for the

interview process
a i ate 5 OSelect candidates for ?nal interview
l? i 0Hire the candidate
CO ?t a CC ODeterrnine and approve the contract
re 5 Re I a oApprove the press release

These check points assure that you know the progress of the search and have the information to be
fully informed and in control of the search.

This is propertid of Eng anal Associates, inc. and is not intended for duplication or distribution without permission. 

Tab E. Proposal Requirements

IDENTIFYING AND SCREENING QUALIFIED CANDIDATES

Once recruited, all applicants are screened from the perspective of a viable match with district criteria
to determine their capabilities, and weaknesses. The search team thoroughly reviews each
?le and seeks alignment of quali?cations with district expectations. Those who emerge successfully
from this screening are termed viable candidates, and our background research team then conducts

their professional career, but it is also important for us to be familiar with their personal life as that can
have an impact in their profession. The candidates who meet the quali?cations selected become semi-
?nalists, and we will provide a detailed written Candidate Report for each of them for the
superintendent and board's review.

 

This is prapcrta omed and Associates, inc. and is not intcwoled for duplication. or distribution without parmission.

RESPONSIBILITIES OF FIRM AND BOARD

THROUGH EACH STAGE

The Board will be involved in each phase of the search process.

 

 

 

 

 

 

 

Ray and Associates, Inc. Board
Stage One: 0 Meet with the Board Provide individual input
Board Input and members individually to for the pro?le
preparation obtain input for pro?le development.
development. Set the timeline, ?nalize

a Meet with entire Board to set procedures and services
timeline, ?nalize procedures desired, provide Board
and services desired, contact person, set
establish Board contact advertising and salary.
person, discuss application
process, set advertising and
determine salary.

Stage Two: - Meet with employees and Review and make the
pro?le Development stakeholders as identi?ed by ?nal decision on the
and Process Board. desired pro?le.

0 Hold morning and evening Review and approve
open forums to collect ?yers and application
community input. forms.

Stage Three: . Advertising and recruitment
Recruiting and of candidates for position.
Screening . Screening of the candidates
to bring forward the
candidates that match the
Board?s criteria.
Stage Four: 0 Bring fonlvard 8-12 top Review application
Candidate candidates for Board packets.
presentation consideration. Review video interviews.

- Provide a matrix to assess the Complete a matrix to
top candidates. assess the top

. Provide a summary of the candidates.
individual Board responses.

. Assist in establishing
interview format and
interview questions.

Stage Five: 0 Lead the Board through a Determination of

Selection of Finalist
and Future Planning

 

consensus building activity to
reach determination of
?nalists.

 

?nalists.

 

This Ls ?Propertm of 12115 and Associntcs, Mo. and is not

intended for duplication. or distribution without permission.

 

 

Stage 1
Board Input 8:

Preparation

Process

Stage 2

Pro?le Development

Stage 3
Recruiting
8: Screening

Stage 4
Candidate
Presentation

Stage 5
Selection of Finalist
Future Planning

SHELBY COUNTY SCHOOLS
SUPERINTENDENT SEARCH SUGGESTED PROCESS AND TIMELINE

Items highlighted in yellow inc?rate an tin-person meeting with the consultant(s)

 

DATE
Consultant planning meeting with the Board and individual Board member interviews.
(77me: 130) (option to conduct Vla Skype, conference call or gotomeetings.com)
Begin preparing information for the District promotional ?yer and online application form with
the District liaison representative(s).
Notify all associates and other professional contacts of vacancy.
Contact constituents and stakeholders for input meetings on
Online survey link, for input on developing the pro?le, available on District website from
to .
Meetings with constituent and stakeholder group representatives.
8 am. deadline for survey/input from constituents, stakeholders and Board members,
including online survey.
Promotional ?yer draft due.
Board to ?nalize Superintendent pro?le for the promotional ?yer and online application form.
(Time: TED) (option to conduct via Skype, conference call or gotomeetingscom)
Print promotional ?yer. Forward to consultant.
E-mail promotional flyer and online application instructions to interested candidates.
Deadline for all application materials. (*See note below.)
Consultant develops and ?nalizes interview questions and procedures with the Board. Top
candidates are presented to the Board and consultant assists the Board in selecting ?nalists
for the interviews. If desired by the Board, consultant will meet with constituents and staff
interview group(s) to discuss their roles. (Time: 130)
Interview candidates (15t round).
Meeting with consultant following the last interview. (Time: 730]
Interview ?nalist candidates round). (Optional)
Final meeting with consultant following the last interview. (7Tme: 730) (option to conduct Via
Skype, conference call or 
Consultant will discuss contract terms with the ?nalist.
Offer the contract.

Press release of new Superintendent.

 

Board Self-Assessment Survey Results presented to the Board.

 

*All applications will be reviewed. Materials received after the closing date may be given full consideration
depending upon the number of applications received and other factors.

(Actual dates to be determined in the ?rst meeting with the Board 

This is propertij of Rat} and Associates. Mo. and is not intended for duplication or distribution. without permission. 9

GENERAL PROVISIONS
CONFIDENTIALITY

The nature of our work and our ability to carry out our responsibility to you is directly related and
dependent upon our present and past experience in providing similar services to others. 7779 ?rm will
preserve the confidential nature of any Information which becomes available to the ?rm resulting from
the services rendered to the Board.

As our client, you also need to maintain the con?dentiality of information provided by Ray and

Associates, Inc.
FOLLOW-UP AFTER THE SEARCH:

BOARD SELF-ASSESSMENT SURVEY
FOCUS ON FUTURE PLANNING

Included in the base fee, the consultants from Ray and Associates, Inc. will spend time with the Board
reflecting upon current Board governance procedures. In respect to governance and District initiatives,
we have found that there is really no better time than very early in the tenure of a new Superintendent
to assess issues and expectations.

ROUND 1: At the conclusion of the search, we will provide the Board with a link to an online survey
concerning current District governance practices as well as key District challenges and opportunities for
improvement. Assessment results are then analyzed and shared with the Board and the new
Superintendent. The results can be emailed, presented in-person or via Skype.

ROUND 2: About six months after the new Superintendent begins, we will provide the survey again to
be completed by the current Board and the Superintendent. As in round one, at no cost to the District,
the results will be analyzed and shared with the Board and Superintendent to assist with teambuilding
every year thereafter as long as that Superintendent is in tenure.

Through the aforementioned process, we are afforded an in-depth view of your school district. As part
of our presentation, we will also provide insight and suggestions for organizational improvements. Ray
and Associates has developed several training/workshops targeted at increasing organizational
performance and ef?ciency which may be of interest to your school district at this time of signi?cant
leadership transition. Our ?rm belief is the workshops/training can increase the effectiveness of both
the Board and Superintendent, enhance their relationship, and provide for an optimum learning
environment to improve student achievement.

SATISFACTION GUARANTEED

We provide a termination provision in our contractual agreement with the Shelby County Schools. If
the Shelby County Schools or Ray and Associates, Inc. terminate this agreement, the Shelby County
Schools will be charged only for the work performed and expenses incurred up to the date of

termination.

If the Board is dissatis?ed with the new Superintendent within two years from the date of employment
of the Superintendent and if either party dissolves that relationship by resignation or termination within
a two-year period of the initial employment, the ?rm of Ray and Associates, Inc. will conduct a new
Superintendent search at no cost to the District, except for expenses.

 

This is propartg of 12a 5 and Associates, Inc. duo! is not intended for dupiiontiom. or distribution. without permission.





This is of Eng and Associates, inc. and is not intmaleal for duplication or distribution without permission. 

ALL EXECUTIVE SEARCH FIRMS
ARE NOT THE 

Ray and Associates, Inc.
THE CLEAR 

We customize every search to meet the speci?c needs of our clients.
We have the largest professional recruiting network in the country.
We have a highly quali?ed, full-time staff that is readily accessible to respond to both clients and candidates.

We maintain a large, prescreened database of traditional and non-traditional candidates from across the
country.

We aggressively recruit candidates who closely match the District pro?le.

We provide an attractive, user-friendly and informative website that allows candidates to access application
materials on?line.

We receive more applications than any search ?rm in the nation.

We interview each individual Board member in order for them to provide information and insight into the
development of the pro?le characteristics for the position.

We collect and organize community and staff input when desired by the Board and provide a report that is
highly useful in establishing the position criteria. In addition, our ?rm offers an online survey in various
languages and will provide a link to the survey to post on the District?s website.

We offer the option to have our of?ce design and develop the promotional application and ?yer for the
position.
We have the most complete and comprehensive investigative system to assure our clients of candidate
quality.

We have a unique and successful consensus building process for Boards who may be split on candidates or
other issues.

We have been highly successful in providing a large diverse pool of candidates in all of our searches.
We provide an in?depth candidate video interview to the Board.

We provide criminal, civil litigation, social security, motor vehicle record checks and verification of educational
degrees for the top (2-3) candidates at no additional fee.

We provide a two-year guarantee clause in our contract with our clients.

We provide a service to our clients after the Superintendent is hired to ensure a smooth transition and to
establish realistic expectations at the outset.

?s

3

HISTORY AND OVERVIEW OF THE ORGANIZATION
PROFILE OF THE FIRM

Ray and Associates, Inc. is a professional organization that specializes in school executive leadership searches.
The ?rm has been in the school executive search business since 1975 (44 years) and has established an
outstanding reputation. The ?rm has been recognized by 7779 School Administrator journal as one of the top
search ?rms in the country. Our professional consultants, including women and minorities, are persons with
long-term experience in the school executive search field, with extensive backgrounds as school administrators,
business executives, school board members, university professors and attorneys.

Ray and Associates, Inc. is an independent and objective ?rm that does not accept placement fees from any
candidate. We have designed a highly effective procedure that allows us to impartially assist schools in selecting
the best individual for their particular needs.

In addition to our corporate of?ce located in Cedar Rapids, Iowa, we have a National Executive Director, eight (8)
Regional Search Directors and over one hundred sixty (160) Associates located throughout the country.
Therefore, distance is not a factor to our ?rm when meeting with our clients.

The corporate of?ce also maintains a full-time administrative staff to assist in the executive search business.

Our ?rm has exhibited at the National School Boards Association (NSBA), National Association of Secondary
School Principals (NASSP), the American Association of School Administrators (AASA), the Association of Latino
Administrators and Superintendents (ALAS) and the National Alliance of Black School Educators (NABSE), as well
as other professional organizations, for over forty (40) years. Exhibiting and presenting at these state and
national organizations allows the ?lm to meet and recruit outstanding administrators for our clients. We also
have associates who are af?liated with the Council of Great City Schools, Urban Superintendents Association of
America, the Association of Latino Administrators and Superintendents (ALAS), National Alliance of Black School
Educators (NABSE), as well as other professional organizations.

Exhibiting at state and national conventions allows the ?rm to meet and recruit outstanding administrators for our
client districts. As a result, Ray and Associates has access to the most comprehensive pool of candidates of any
executive search ?rm in the country.

It is only a matter of reality that outstanding administrators already have good jobs and need to be recruited.
We are familiar with Shelby County Schools as we previously assisted with the State Superintendent search in
2008 placing Dr. Kriner Cash. We are familiar with the Council of Great City Schools as we are recently
conducted the successful Superintendent searches for Bridgeport Public Schools, Connecticut; Cincinnati Public
Schools, Ohio; Hawaii State Department of Education, Hawaii; Detroit Public Schools Community District,
Michigan; and Saint Paul Public Schools, Minnesota. We previously assisted Dallas ISD, Austin ISD, El Paso ISD
and Fort Worth ISD, Texas; Albuquerque Public Schools, New Mexico; Anchorage School District, Alaska;
Baltimore City Public Schools, Maryland; Birmingham City Schools, Alabama; Indianapolis Public Schools, Indiana;
Boston Public Schools, Massachusetts; Sacramento City Uni?ed School District and Oakland Uni?ed School
District, California; Jackson Public Schools, Mississippi; Duval County Public Schools, Broward County Public
Schools and The School District of Palm Beach County, Florida; Seattle Public Schools, Washington; Norfolk Public
Schools, Virginia; Kansas City Public Schools, Missouri; Des Moines Public Schools, Iowa; Milwaukee Public
Schools, Wisconsin; Omaha Public Schools, Nebraska; Rochester City Schools, New York; Oklahoma City Public
School District, Oklahoma; Gilford County Schools and Charlotte-Mecklenburg Schools, North Carolina with their
educational leadership searches (a complete list of ?rms history is available upon request). .

We are currently assisting Waxahachie Independent School District, Texas; Baltimore County Public Schools,
Maryland; Granite Falls School District and Everett Public Schools, Washington; Hood River County School District,
Oregon; Missoula County Public Schools, Montana; Berlin Area School District, Wisconsin; Michigan Department of
Education, Michigan; Wayne Community School District and Benton Community School District, Iowa; and many
others across the nation (complete list available upon request).

Our network and recruiting efforts are second to none. We bring a wealth of experience and knowledge to your

District focused upon our goal to make the selection process professional, ef?cient and successful so we can
state, without reservation, that you will be quite pleased with our services.

This is propertid of R25 Associates, Inc. and is not intmalwl for duplication or distribution. without permissiow. a; 

 

 

Superintendent Searches Within the Last 5 Years

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1?th LS propertia

 

. . District Year of
Size Search
Berlin District 1,600 Current
Butler School District 53
Oak Brook, IL 530 Current
Cleveland Heights-University Heights City School
District 5,200 Current
University Heights, OH
Colfax-Mingo nggiiniltx School District 770 Current
Colorado School for the Deaf and Blind
Colorado Springs, CO 205 Current
?1:232; Statewide Current
I
Paradise Vallg?gei?ged?chool District 31,500 Current
I
School 32:55:? ?71f Bel0it 7,000 Current
Shaker Heights City Schools
Shaker Heights, OH 5?200 Current
Waxahachie Independent School District
Waxahachie, TX 8'500 Current
Greenwich Public Schools
Greenwich, CT 9'000 2019
Wests'de Co mun' School
Omgha, 5 6,125 2019
Alabama DOE .
Montgomery, AL StateWIde 2018
Ames Comnxgieit: Sghool District 4,400 2018
1
Boulder Elbegeict?izigil District 30,000 2018
Clark County School District
La 5 Vegas, NV 324,100 2018
College Community School District
Cedar Rapids, IA 5?170 2018
Colorado Springs School District 11
Colorado Springs, co 27340 2018
Dickinson Public Schools
Dickinson, ND 3?520 2018
Douglas County School District
Douglas, CO 66,700 2018
FargoFaPEElingi'cl?SShools 11,285 2018
of R05 and Associates, inc. auwl is not intmaled for duplicator? or distribution without permissi.

 

 

m.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fremont?Mills Community Schools District and

Stanton Community Schools 720 2018

Tabor and Stanton, IA
6am
Haze! Creatagghgo?lesliisltiict 152 V2 1,020 2013
Interstate 35 Comminliay School District 935 2018
Kansas Calfsaagsg?uggc 5Ch??'5 22,050 2018
Lake??egii?g?fb?ismc? 
27'9?? 


North District 525 2013

OShkOShogllii: 3313;! District 9,375 2013
Oskaloosa Sghool District 2520 2013
Palos Eggfg?saool District 11500 2013
23'0?? 
3,050 2018
Pulaski District 17,260 2013
Rock #41 6,770 2013
Saydel District 1300 2013
52,835 2013
Shawg?i?ii??i?i??figism 275?? 
1,530 2018
Snoq District 6,900 2013

 

 

 

 

This is properta of Eng and Associates, M0. and is not intended for duplication or distribution without permission.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Exhool District 19500 2013
Atlantic (2013;13:ch ?hool District 1524 2017
19,153 2017
20,753 2017
325?? 
Council ?hool District 9,505 2017
Deer Valleyp?ggei?ool District 33,795 2017
Detroit Public District 47300 2017
3,320 2017
1,030 2017
9,000 
12'2?? 
Hawaii De?ggtg?nt loll?I Education 182,384 2017
5Ch00' District 1330 2017
mm

LewisbuEia "13:31:;th District 1,904 2017
L125 
Poway District 35,498 2017
Roosevelt District 9520 2017

 

This is of 12615 (and Associates, Inc. and is not intended for duplication or distribution without pcrmission.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Savannah?Chatham County Public School System 38,125 2017
Savannah, GA
332" 
??388 
1,200 2107
3,545 2017
Anchorage School District 48,159 2015
Anchorage, AK
10,000 2015
Cotter District 691 2015
East (.2229: 3:22:31? District 9,455 2015
Fort 14, 702 2016
School District 1735 2015
Joliet 3:25 11,977 2015
Northeast goggug?fgwo' 559 2016
33:13:]: District 21,000 2015
Non/walk Community School District 2551 2015
Norwalk, IA
Olathg 1:323? KSghools 29,080 2015
Riverside District 734 2015
14,079 2015
Austin 1thool District 85,400 2015

 

This is propertg of Mid and Associates, Inc. and is not intended for duplication. or distribution without permission.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Benton 23:13:82 District 700 2015
Brevarclliigg?ligfchools 72,519 2015
#5-1 33,234 2015
3,958 2015
Daniel Boone $3253: :chool District 3,737 2015
FederalcI 5?23? ?ghools 22,279 2015

Fort Worth District 84,588 2015
Kent 27,160 2015
Lewisville District 52,801 2015

331005 5,448 2015
Marion District 1,934 2015
Maury (253533;??ng Schools 11,959 2015
??51 
Plano 35'100' 54,322 2015
San 5,235 2015
School gi?ggl: ancaster 3,162 2015
School 3/1153; 2:32; 3:33;: 175,901 2015
Solon ?bool District 1305 2015
Albany District 3,807 2014
Amityville Uglrinoiit'rysirltlaee SNthool District 2,847 2014
Anne Schools 75,481 2014
Baltimog:I ?30:ng Schools 82,128 2014

 

This is pimped-5 of mg and Associates, Mo. and is not intended for duplication or distribution. without permission.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Blaine CO?gtiL?Fl?uIbgc Schools 3,197 2014
Burlington Community School Disb'ict
Burlington, IA 4?707 2014
Columbus Municipal School District
Columbus, MS 4'616 2014
DurhanmjraggliCSEhools 32,263 2014
Emery Uni?ed School District
Emeryville, CA 777 2014
Fair?eld Community School District
Fair?eld, IA L715 20?
Grundy Center Community School District
Grundy Center, IA 625 2014
21,021 2014
I
Indianola Community School District
Indianola, IA 3'397 2014
Interstate-35 School District 945 2014
Johnston Sghool District 6,284 2014
I
Juneau School District
Juneau, AK 5?094 2014
Lake Forest School District
Felton, DE 4,000 2014
Medford School District 549C
edfor d, 0R 12,680 2014
School District of the Menomonie Area
Menomonie, WI 3?330 2014
Millville School District
Millville, PA 708 2014
North Scott Community School District
Eldridge, IA 3'089 20?
Port Angeles School District
Port Angeles, WA 3'89? 20?
Salem?Keizer School District 24]
Salem, OR 40,403 2014
Wissahickon School District
Ambler, PA 4'428 20?
Wyandanch Union Free School District
Wyandanch, NY 2'043 20?
Ann Arbor Public Schools
Ann Arbor, MI 15764 2013
Beaufort Exagriclggol District 19,200 2013

 

 

 

 

 

This is 015mg mid Associates. Mo. and is not intended for duplication or distribution without permission.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Berkeley lg?leifgfgeifgf" District 9,227 2013
Bradley-BouergrcIRSs IEHSD No. 307 2,114 2013
Camden Schools 12500 2013
School Distrigkozfggiengzm Township 4,254 2013
Des 31'0?? 
East 131 14,000 2013
35,004 2013

Glen Elige?cglf?i?ifmd 41 3,640 2013
Harrisoriilg?ltns??liisu'ict 36 422 2013
Hood District 4,000 2013
Interstate 35Tfuorrgm12nitv Schools 394 2013
Madison Meaggoslgt?nv?hool District 24,000 2013
Marlboro District 5,000 2013
Mount ?hool District 2,136 2013
Muscatine Gaggiait; ?hool District 5279 2013
9,520 2013
Pekin District 775 2013
56'100'5 19,000 2013
Racine District 21,000 2013
Roosevelt SNriiool District 3,446 2013
St. 3,164 2013

 

 

 

 

 

This is propert? of R135 anal Associates, inc. is not intended for duplication or distribution without permission.

 

 

 

 

Shawnee Mission School District
Shawnee Mission, KS 27'822 2013
Van Buren Community Schools
Keosauqua, IA 724 2013
Wareham Public Schools
Wareham, MA 3'203 2013

 

 

 

 

AVERAGE or SEARCH

Searches vary from district to district, but typically take
commences with establishing position criteria, the timeli
recruiting, advertising, screening and presentation of semi

the new superintendent is contracted for the position and our clients are totally satis?ed.

AVERAGE TENURE

Our placement tenure averages approximately eight (8) years within the last several years.

Ray and Associates, Inc. placement tenure ranges around two (2
approximately eight (8) years.

This is pmpertg of R513 and Associates, Mo. and is not intended for duplication or distribution. without permission.

about three months. A thorough search is one that
ne, and salary for the position and proceeds through
~?nalists. The search is only termed complete when

years to over ten (10) years, averaging

Ryan M. Ray
6920 Pershing Avenue, St. Louis, MO 63130
Tel: 314-495-8114 a:an@rgyissoc. cum

EDUCATION
Master's Degree in Human Resources Management with emphasis in Business 2005
Lindenwood University, Saint Charles, Missouri
Bachelor?s Degree in Business and Communications 2001

University of Missouri at Columbia, Columbia, Missouri

EXPERIENCE

President, Ray Associates Inc., Cedar Rapids, Iowa zoos-Present

1? Integral leader of teams whose mission is to recruit superintendents and top executive administrative positions
for school boards across the United States

. Leader of website production and all media related projects for Ray and Associates including a new website
launched in the fall of 2015

. Direct engagement teams, and supervise up to twenty-three search associates per engagement

. Prepare con?dential materials of search candidates to present to boards of education

. Train and mentor 170 associates in recruitment of candidates and policies

. Work with diverse social [economic backgrounds within school districts and boards of education

. Develop company brochures for promotion as well as for schools seeking superintendent hires

0 Participation as an exhibitor and presenter in national conventions, (AASA?American Association of School
Administrators, NSBA?National School Boards Association)

KEY ACCOMPLISHMENTS

. Representation at mediation, fact??nding and impasse arbitration
in Team successfully placed 7 superintendents in recent years, for urban districts having large budgets
0 List of recent placements:
-Superintendent, DeKalb County School System, GA
District Budget: $1.45 Billion
-Superintendent, Brevard County Public Schools, FL.
District Budget: $910.75 Million
-Chief Executive Officer, Prince George?s County Public Schools, MD
District Budget: $1,376,818,700
-Superintendent/CEO, Charlotte Mecklenburg Schools, NC
District Budget: $1.2 Billion
-Chief Financial Of?cer, Pittsburgh Public School District, PA
District Budget: $531.4 Million
-Superintendent, Ladue School District, MO
District Budget: $43.5 Million
-Superintendent, Lee's Summit R-7 School District, MO
District Budget: $181 Million

This is propertg of R135 and Associates. inc. and is not for duplication or without permission. 

Human Resources Manager of Three Stores, Target Corporation, St. Louis, Missouri 2002-2005
. Attended Target Business School

. Oversaw opening, remodeling and closing of three stores

. Responsible for over 100 employees

Human Resources Associate, Ray and Associates, Cedar Rapids, Iowa 1997-2001
- Telephonic interviewing of potential candidates for Superintendent/GEO. positions

- Recruited potential candidates nationally

Referral follow-up and interviews

0 Attended national conventions

Recruiter (Internship), McLeod USA, Cedar Rapids, Iowa 1998
- Scheduled and conducted interviews

. Hired employees in Sales/ Technology] Management

- Referral follow-up

- Planned and scheduled job fairs on college campuses

- Organized meetings with potential clients

SKILLS

- Outstanding presenter and trainer

. Computer skills include: MS Windows and Apple Macintosh platforms. Pro?cient skills in MS Word, MS
Excel, Word Perfect, MS Publisher, MS Excel, MS Power Point, People Soft Training, Adobe Acrobat,
Adobe Image Maker, Adobe Photoshop, Final Cut Pro, Motion, Logic, Soundtrack Pro, DVD Studio,
Shake, Ksan, Keynote, Pages, Garage?band, File-maker, iwork, ilife, Bento.

0 Skilled with internet navigation, research, data collection and e-mail applications

0 Behavioral Based Interviewing

. Languages spoken: English ?rst language and advanced knowledge of Spanish, oral and written.

AFFILIATIONS

- SHRM, Society for Human Resources Management

- American Association of School Administrators

- National School Boards Association

- National Alliance of Black School Educators

- Association of Latino Administrators and Superintendents

. ArtUnk Board Member and Technology Advisor, Saint Louis 2007-2010

University of Missouri Football Team, Player -1998-2001

- Big XII Football Conference University of Missouri, Two Time All Academic Team

This is propertg of R515 anal Associates, inc. is not for duplication. or distribution without permission.

DON LONG

132 Trace Hendersonville, TN 37075
Email: donlong.hville@gmail.com Cell: (615) 349-6768

Highly quali?ed professional with an emphasis in Project Management and Development, Planning, Policy
Development, and Communication. Results oriented, multi-tasking, and ef?cient, with a proven ability to
proactively identify and move fonNard on winning opportunities using various methods of factual research and
utilizing a combination of written, digital, and inter? personal communications to obtain results.

Sumner County Schools Gallatin, Tennessee
2015 present

Sumner County, founded in 1786, is located 15 minutes northeast of downtown Nashville, Tennessee.
Covering 530 square miles, it includes all or part of eight incorporated cities. Population of 160,500,
according to 2010 US. Census, and continues to grow at twice the state rate since 2000.

The Sumner County public school system comprised of 49 schools covering 6.4 million square feet,
approximately 30,000 students and 5,230 employees in Sumner County, Tennessee.

Senior Project Manager
Manage all new construction, additions, renovations, and campus development for the district.

Report directly to the Director of Schools. Oversee design, bidding, and serve as the Owner
Representative in all Construction Meetings.

Responsible for communicating with the various contractors and ensuring projects are completed on
schedule and under budget.

Work closely with the Assistant Director of Schools for Maintenance to coordinate maintenance repairs
with construction activities to avoid con?ict.

Selected Results:

1.

2.

In 2015 completed a $14.5 million new elementary school.

In 2016 completing $36.4 million in addition and renovation projects across eight campuses.

In 2017, scheduled to complete $39 million in additions and renovations including additions to two middle
schools, ?ve elementary schools, re-roof one high school and one elementary school, complete door and

window replacements in one high school and three elementary schools, and HVAC replacement in one
middle school.

Begin preliminary planning for a 275 acre, $100 million K-12 campus.

This is properta of E915 and Associates, inc. and is not intended for duplication or distribution without permission.

City of Hendersonville Hendersonville, Tennessee
2004 - 2015

Hendersonville, TN is strategically located 18 miles NE of the center of downtown Nashville and 20 miles from
Nashville's International Airport.

Hendersonville is governed by a 13-member Board of Mayor and Aldermen. It was ?rst incorporated in July 1969
and the city of?cially began operation August 1, 1969. Today it is the 11th largest city by population in the State
of Tennessee with 51,300 residents. Hendersonville attributes its rapid growth to geographic location and scenic
beauty. The city has approximately 38 square miles of land and 26 miles of shoreline on Old Hickory Lake.

With higher than average household incomes, Hendersonville is the home of a highly educated and affluent
citizenry and is known throughout the state as one of the ?nest places to live, work, and play. It offers a unique
blend of city living and spacious country surroundings.

Mayoral Assistant and Director of Economic Community Development

Assist the Mayor in day-today operations of the City of Hendersonville. Serve as the liaison to all
Departments of the municipality, assisting the Mayor in policy development to manage the 300
employees and $40 million annual budget.

Serve as point person for citizen issues and coordinate media inquiries, serve as media spokesperson,
and development of positive press about the City.

Responsible for Economic recruitment of new businesses to locate and expand within the City's corporate
limits. Assist developers in project development, project management, oversight, and compliance.

Monitor state legislation affecting the City's Operations and maintain relationships with City?s legislative
delegation.

Serve as liaison between city departments and developers to assist in project approval.

Serve as staff liaison to the Hendersonville Industrial Development Board, Forward Sumner Economic
Partnership, and Sumner County Joint Economic Community Development.

Selected Results:
1. Recruited and approved approximately $810 million in new commercial development. $407 million built
to date.
2. New tenants included commercial retail, restaurants, Class of?ce projects, high end residential
developments.
3. City sales tax revenue increased 410% - New City Hall renovation layout and design. - City recognized as

Top Ten Cities in America for Families by Family Circle magazine. - City recognized as Tap 100 Cities in
America to Live by Money magazine. - City recognized #6 Best City for Business in TN by Beacon Report
- City recognized as the Google eCity of Tennessee

This is propertg 01512125 Associates, Mo. 12on is not intended for duplication. or distribution without 

City of Hendersonville - continued Hendersonville, Tennessee 2004 - 2015

5. City recognized as a top city in Tennessee for young families by Nerd Wallet - Coordinated logistics for
ABC television show Extreme Makeover: Home Edition - Serve on Sumner County Council of
Governments with County's eight Mayors - Served two separate Mayors.

Tennessee School Boards Association 2006 - 2014 Nashville, Tennessee

TSBA is a non-pro?t, private service organization whose mission is to assist Tennessee school boards in
effectively governing school districts. The Tennessee legislature in 1953 of?cially recognized TSBA as ?the
organization and representative agency of the members of schools boards of Tennessee" and authorized TSBA to
provide services to its members. Those services include providing expertise in areas of legislation, school law,
board policies, and community relations.

Board of Directors

0 Tennessee School Boards Association; Tennessee County Commissioners Association, and Tennessee
Organization of School Superintendents Joint Task Force 1 of 4 School Board Members selected from a
pool of 950 members in the state to serve on a Task Force to develop, evaluate, and recommend
organizational changes, new or revised state laws, and joint training to improve the inner working
between the members of the three organizations.

. Tennessee School Board Association Board of Directors: 2011-12; 2012-13; 2013-14 Statewide
association of school boards in Tennessee, One of Three Statewide At Large Members 0 Serve on
Association's Constitution and Bylaws Committee 0 Assist with State Legislative Recommendations,
Review, and Lobbying

Tennessee Legislative Network Board of Directors: 2010-2011 Tennessee School Boards Association,
Middle Tennessee Regional Coordinator

Sumner County Board of Education Sumner County, Tennessee

2006-2014

Sumner County, founded in 1786, is located 15 minutes northeast of downtown Nashville, Tennessee. Covering
530 square miles, it includes all or part of eight incorporated cities. Population of 160,500, according to 2010
US. Census, and continues to grow at twice the state rate since 2000.

The Sumner County Board of Education (the Board) oversees the development and operation of the public school

system comprised of 46 schools covering 5.9 million square feet, approximately 29,000 students and 5,015
employees in Sumner County, Tennessee.

This is properta of E015 and Associates, Mo. and is not intended for duplication or distribution. without permission.

Sumner County Board of Education - continued Sumner County, Tennessee 2006 - 2014
Elected School Board Member - Twice Elected

- Chairman of the Board: 2009-2012; 2013-2014 Responsible for development of all agendas, serve as
Chairman of Executive Committee responsible for approval of all expenditures, assisted Director of
Schools in developing $210 million budget, serve as spokesperson for the Board at public functions and
presentations to County Commission, preside over all meetings, serve as Chairman of Appeals committee,
serve as contact person for all Board issues.

Vice-Chairman of the Board: 2008-09 Presided over all study sessions, presided over voting sessions in
Chairman?s absence

a Chairman of Facilities 8i. Maintenance Committee: 2006-2009

Vice-Chairman of Facilities Maintenance Committee: 2009?2012 Chaired Architectural Selection Ad-Hoc
Committee; oversaw implementation of $75 million building program including four new schools and ten
addition/renovations; negotiated $2.1 million reduction in utility construction cost with utility provider;
implemented Architectural Standards manual, spearheaded district wide physical plant assessment; implemented
utility and energy cost reduction program; approved consolidation of Transportation, Maintenance, Operations
Departments into a single $5 million facility.

I. c. Thomasson Associates, Inc. 1998-2003 Nashville, TN

I. C. Thomasson Associates, Inc. (ICT) is an employee-owned, multidisciplinary engineering consulting ?rm
providing expertise in mechanical, electrical, controls, plumbing, ?re protection, information technology, energy
ef?ciency and environmental services. designs projects throughout the United States and abroad for
healthcare, commercial, hospitality, recreation, education, institutional, and industrial clients.

ICT's primary obligation is to the client and to the job with which we are entrusted. The company has a
continuing commitment to provide price competitive, innovative, timely, and quality engineering services for a
diverse range of project types. corporate organization of dedicated specialized teams is structured to fulfill
our mission to exceed our client's expectations and provide outstanding value.

Marketing/Business Development

Recruited initially to coordinate marketing activities of large, national, professional services consulting engineering
?rm. Responsible for expanding position into recruitment and development of new business, public relations, and
overseeing development of marketing materials. Cold calling on owners, developers and architects nationally.
Business Development, Project Management and selling of professional services success was based on building
and maintaining business personal relationships.

This is propertU of 12115 anal Associates, Inc. and is not intended for dupiicotion or distribution without permission.

I. C. Thomasson Associates, Inc. - continued Nashville, TN 1998-2003

Target markets were K-12 Education, higher education, healthcare, commercial of?ce retail, secondary and
hospitality, industrial, and sports entertainment. Reported directly to the President of the ?rm, also provided
executive assistance to Board of Directors.

Additional responsibilities included providing assistance to ?rm President for a wide variety of projects, designing
and placing advertisements in various publications, represented ?rm at client based social functions, set up and
worked various trade shows and exhibits across the country.

Selected Results:

. From 1998 through 2003, firm increased revenue from $9.3 million to $17.9 million.

a Firm expanded from 80 employees to 135, grew from two of?ces to four.

a Responsible for the completed research and feasibility study for opening ?fth of?ce. Selected,
photographed, described, and produced graphic elements for projects to be entered into the coveted
annual design competition, ?Excellence in Engineering? through the American Council of Consulting
Engineers of Tennessee. Won entry category three of four years entered. Award previously had not been
won in ?rm?s 56 year history.

- Provided proposal development, follow -up marketing material, conducted interview presentations.

- Successfully secured such notable projects as the New Nashville Library, the Frist Center for the Visual
Arts, the Country Music Hall of Fame, Pope John Paul High School, Caterpillar Financial Headquarters, the
new Nashville Hall, the Tennessee Titans stadium (LP Field), Middle Tennessee State
University, University of Tennessee, Vanderbilt University campus improvements, and numerous health
care facilities throughout the nation.

Assisted in design and maintained company database in Microsoft Access to track and produce automated
reports on potential and actual projects through its various stages, track prospective and existing client
companies, client company representatives, project ?nancial and man hour requirements, and sensitive
employee data.

Volunteer State Community College Gallatin, TN
1991 2010
Assistant Professor Adjunct Faculty, Mathematics

Provide instruction in mathematics through a single evening three hour lecture per week per class. Develop
quizzes and testing to monitor student progress.

Selected Results:

. High passing rate among students who had previously taken and failed to pass course under other
instructors, 94% overall passing rate. Student instructor evaluations indicate reputation for extremely
challenging tests and quizzes.

This is propcrtU of rang and Associates, Inc. and is not intended for duplication or distribution. without parmissiou.

Ragan Smith Associates, Inc. Nashville, TN
1993 1998 1983 1989

Founded in 1933, Ragan-Smith Associates, Inc. is a multi-disciplined consulting ?rm with expertise in land
planning, civil, transportation, and environmental engineering, landscape architecture, construction services,
water services, surveying, and sustainable design. Their professional focus is to provide the best use of the land
and ef?ciency of service infrastructure appropriate for the environment, the use, and the client.

Sr. CADD Designer

Responsible for project management, the complete production of design civil engineering construction
documents. Provided portions of project design, responsible for management of project CADD drafting team,
design revisions, and ?nal submittals.

Heavy emphasis on residential design, as well as commercial and transportation projects.
Additional responsibilities included computer network administration.
Selected Results:

1. Produced ?rst complete set of Construction Documents for ?rm that was drawn entirely in CADD.

2. Trained staff on implementation of Civil Engineering design software.

3. Assisted in design and development of initial concept plans and infrastructure construction documents for
Cool Springs Galleria and vicinity, a large regional mail, af?liated spin off commercial development, large
of?ce park, and residential properties.

4. Part of design team for Governor?s Club, an exclusive gated golf course community located in Williamson
County, Tennessee

Sumner County Assessor of Property Of?ce Galiatin, TN
1991 1993 1981 - 1983

Of?ce Property Appraiser, Property Tax Mapping

Responsible for various duties related to residential and commercial property appraisal. Maintained records,
updated and maintained property tax maps, assisted public with property appraisal issues.

Various employment 1980 - 1981

Various outside sales and installation positions. Sales and installation positions include commercial burglar and
?re protection systems and photo copiers.

Tennessee Department of Transportation Roadway Plans Division Nashville TN 1978 1980

The division is responsible for the survey and design functions of the department, including the performance of
aerial and ground surveys, the establishment of roadway design criteria, and the development of right-of?way
and construction plans for proposed highway improvement projects. Other key responsibilities include the pre-
quali?cation of consultant engineering firms and oversight; performing traf?c signal designs, lighting designs,
pavement marking designs, roadway signing designs for transportation improvement projects; maintaining and
developing roadway design standards. Drafting Technician

Responsible for drawing conceptual plans and construction documents for State and Federal highways and
interstates in Tennessee. Prepared bid documents, compiled construction contracts.

This is prapertg of Eng and Associates, Mo. and is not intended for duplication or distribution without permission.

PROFESSIONAL RECOGNITIONS I AFFILIATIONS

Nashville Business Journal Sumner County Impact Award: 2013 Selected Most In?uential in Sumner County: 2011
Tennessee School Boards Association: member 2006 2014 International Council of Shopping Centers: member
2004 2015 International Economic Development Council: member 2004 - 2015 Nashville Sports Council:
member 2004 - 2015 Middle Tennessee P-16 Council: member 2004 2015 Leadership Sumner: Class of 2005
Certi?ed Professional Services Marketer (CPSM) Society for Marketing Professional Services (SMPS) - 2001 
2004: Nashville Chapter President - 2000 2001: Nashville Chapter President?Elect - 1999 - 2000: Nashville
Chapter Vice President Society of American Military Engineers, 2000 2003 International Association of Business
Communicators, 1999 - 2001

EDUCATION
Nashville School of Law Nashville, TN, First year, 2001
Western Kentucky University Bowling Green, KY
Bachelor of Arts, 1991 Communications, Business Administration Graduated with honors
Volunteer State Community College Gallatin, TN
Associates of Science 1990 Business, Summa Cum Laude
- Outstanding Graduate Award - Outstanding Newscaster, WVCP-FM
0 Student Government Association, Senator - Gamma Beta Honor Society

Volunteer State Community College - continued Gallatin, TN Associates of Science 1990 Business,
Summa Cum Laude

The Settler, Chief Photographer

Student Services Positive Difference Award

- Humanities Division Certi?cate of Excellence

Student Leader Outstanding Service Award
COMMUNITY INVOLVEMENT

Community Outreach Making Partnerships at Sumner Schools (COMPASS) 2015 - present
Board of Directors

Tennessee Advisory Committee for Open Government
Appointed by Tennessee Comptroller - October 2014 October 2015

Hendersonville Rotary Club 2006 - 2015
Scholarship Committee

. Hendersonville Area Chamber of Commerce 2004 - 2015
. Economic Development Committee, Marketing
. Education Committee

Hendersonville First Baptist Church

Hendersonville Parks

This is Propertg of 12125 and Associates, Mo. moi is not intended for dupiio?tiow or distribution without permission.

Gloria J. Davis

Personal Resume
issue;

1160 South Michigan Avenue
Unit 4303

Chicago IL 60605

Home: 312-929-2069

Cell: 217-413-1960

Email: gjdavi51@comcast.net

Education

Doctoral Program - St. Louis University, St. Louis, MO
Completed All Course Requirements for Doctorate In Education Degree - 2005

Washington University, St. Louis, MO
Master of Arts Degree, Educational Administration 1978

Southern Illinois University, Edwardsville, IL
Bachelor of Science Degree, Elementary Education - 1971

ADMINISTRA I IVE EXPERIENCE - Retireg

August 2014 - May 2017 - Superintendent of Schools
Illinois Department of Juvenile Justice

Recruited to assume the position as Superintendent of Schools to provide the leadership for
total reform of the School District #428 in the Illinois Department of Juvenile Justice System.
The School District was under a Consent Decree from the Federal Department of Education
based on a lawsuit ?led by the American Civil Liberties Union (ACLU) for not providing a
quality education to all students. As a part of the transformation process education policies,
procedures and strategic planning were established and implemented that was previously
nonexistent. A quality coherent instructional approach was developed for staff and students
that included a Blended Learning Model with on-line enhanced education courses combined
with direct teacher instruction.

Classroom resources including textbooks correlated to technology; hands on student materials;
and in-depth targeted professional development were put in place that resulted in signi?cantly
increased traditional Diploma and GED graduation rates, explicitly from 65 graduates in 2013
to 133 graduates in 2015 (104% increase).

Partnerships with the University of Chicago and Lakeland College were developed that helped
to provide Post-Secondary students with classes in Career Development areas such as
Horticulture, Culinary Arts, Building Construction and Custodial Maintenance, which enabled
students to be on a path toward a viable career or college degree.

This is prapertg of R25 and Associates. Mo. and is not intended for duplication or distribution without permission.

2 ?214? 

First female Superintendent of Schools in Decatur IL, an urban inner city diverse school district
consisting of 22 schools with a student population of 9,200 where 58% are African American,
32% white, 8% Hispanic and 2% Asian and other. As Superintendent, the District Curriculum
was greatly increased and enhanced; improved academic achievement that resulted in 14 of
the 17 Elementary Schools being awarded State Honors for academic achievement which
enabled the District to be ranked 3rd out of the top 10 Districts in the state receiving awards;
increased graduation rate; increased number of Advanced Placement classes from 3 to 14;
doubled the number of Honors classes from 21 to 44; provided leadership for the passage of a
76 million dollar tax referendum in November 2010- this was the ?rst time for passage of a tax
referendum on the ?rst ballot in the history of the District; provided the leadership for a
Comprehensive Strategic Plan which guided all progress in the District with signi?cant
accountability for all staff.

2001 2.995 - Superintendent df ?chodls, Dddge City, Kansas

First African-American female Superintendent of Schools in the state of Kansas; providing
leadership for a diverse district student population (6,300 students, 72% Hispanic); responsible
for increased improvement of academic achievement by over 70% in many areas; responsible
for the development of a Comprehensive Plan for coordinating, planning and facilitating the
opening of two Intermediate Centers for grades 6 - 8; responsible for increasing the focus of
professional growth and staff accountability through hiring 11 District-wide Instructional
Specialists; responsible for implementing a community based School Facilities Task Force to
study how to address the district's growing population.

1232 4001 - ?gistant deerinteddent Curriculum Univg?itg Gig M0

Served in a District with a diverse student population of 4,400 that was comprised of 85%
African-American and 15% White; responsible for District-wide coordination of State
Accreditation Program known as the Missouri School Improvement Program (MSIP), which led
to the district receiving Full Accreditation in September 2000; coordinated education reform as
it relates to extensive student-centered staff development and training of staff; implemented
extensive New Teacher Training.

 

This is propertg 01512125 and Associates, Mo. anal is not intended for duplication. or distribution. without permission.

 and Awgms

Illinois Association of School Administrators Excellence in Leadership Award

Illinois State Board of Education - Those Who Excel Awards Program Administrator of
Excellence Award

Decatur Illinois Woman of the Year Excellence Award

Illinois Boy Scouts Outstanding Leaders Award

NAACP Award Most In?uential African-American Women In Decatur Illinois

Role Model Hall of Fame Honoree Decatur Illinois

Macon County Shared Vision Initiative Award

Institutes And [raining

Europe Educational Study Institute selected to participate by the National Superintendents
Roundtable Visited/Studied Education Systems in Finland, Paris France, and London England

Cross Cultural Institute, sponsored by the Institute of Educational Leadership, Inc. 
Visited/Studied in Senegal, West Africa; Beijing, China; Morocco; Egypt; Thailand; Peru; and
India.

Harvard Leadership Institute

Extensive Conference and Workshop Participation and Presentations at a local and national
level

National Superintendents Roundtable Previous Steering Committee Co-Chair
National Alliance of Black School Educators (NABSE) Superintendents? Commission
Chairperson

Illinois Superintendents Advanced Leadership (ISAL) Planning Team National District
Leadership Forum

American Association of School Administrators (AASA)

Delta Sigma Theta Public Service Sorority

This is property; of Bag and Associates. Mo. is not intended for dupLicntion. or distribution without permission.

MARY RONAN

Retired Superintendent
Cincinnati Public Schools, 2008-2017

PROFESSIONAL EXPERIENCE

- CEO of a $543-millon enterprise

a 5,000 employees and 60 locations
a Four successful levy campaigns.

VITALS

7757 Glen Eden Lane
Cincinnati, Ohio 45244
(513) 474-0338 Home
(513) 207-8481 Cell
mronan@cinci.rr.com

HIGHLIGHTS OF QUALIFICATIONS
Cincinnati Public Schools
Superintendent, 9~year tenure

0 Completed a decade-long $1-billion facilities master plan on-time and on-budget to build 52
new or renovated schools.

a Stabilized enrollment decline at 31,000 and then increased enrollment by 1,000 students
per year up to 36,000

a Negotiated wages, healthcare benefits and master contracts with six unions representing
5,000 district employees resulting in health care premiums aligned to industry standards
that created savings for the district.

NATIONAL PRESENTER

AASA, Wallace Foundation, Education Week

2014 National Learning Leader

EDUCATION

a Superintendent License, University of Cincinnati,

. Post-Masters Training, Educational Leadership, University of Cincinnati,

Master?s in Business Administration, Xavier University

COMMUNICATION
Media sawy - numerous guest appearances on local television stations and provided
commentary for news outlets.

LEADERSHIP

Led the Cincinnati Public Schools to the distinction of being Ohio's highest performing urban
district.

This is propertg of R135 and Associates, inc. and is not: intended for duplication or distribution without permission.

COMMUNITY OUTREACH

Created public/private partnership with hospitals, businesses and government agencies to
open 25 health centers, three dental clinics and one vision center to serve students and
families.

Serves on numerous Boards ranging from the arts to health care.

PUBLISHED AUTHOR

Contributor writer to book; Creatin En a ement between Schools and their Communities:
Lessons from Educational Leaders, 2016, authored chapter title Academic Achievement and
the Community Schools Model by Ted Purinton (Editor, Contributor), Carlos Azcoitia (Editor,
Contributor), Martin Blank (Contributor), et al.

Published in Scholarly Partnerships Edu; Volume 2, Number 2 Fall 2007 ?Aspiring
Administrators Program: An Urban University and Urban School District Partner to Recruit
Student Leaders? by Ted Zeigler, Steve McCafferty, Ann Ogletree, Mary Ronan James
Koschoreck

Blue Ribbon School Award Winner
Kilgour Elementary School 2001

This is propertrd of Eng anal Associates, nu. anal is not intended for duplication or distribution without permission.

MARY B. FASBENDER, Ed. D.

310 North Avenue, St. Charles, IL 60174 (630) 309-9777-cell (630) 549?0779
OBJECTJMIL

 

mm

To provide consulting services, utilizing leadership that supports student learning and success,
through staff development, open communication, and articulation of the learning
organization?s beliefs, vision, mission and goals.

 

EDUCATION
Northern Illinois University DeKalb, IL
Ed. D. Type 75 Gen. Admin. Superintendent Certi?cates
Northern Illinois University DeKalb, IL
Master in Education Type 75 General Administrative
Knox College Galesburg, IL
BA French

BRQEESSIDRALEXEEBIEHCE

 

2009- Present, Associate, Ray and Associates
Cedar Rapids, Iowa

2004 - 2010 C.C.S. District 46
Lake, IL
Superintendent

K-8

1,100 Students

1992-2004 Sycamore CUSD #427
Sycamore, IL

Assistant Superintendent



3,400 Students

1989-1992 Sycamore CUSD #427
Sycamore, IL

HS Assistant Principal/Dean

K-12

2,800 Students

1983-1989 Elgin District U-46
Elgin, IL

HS French Teacher

K-12

27,000 Students

Division Chair 
1982-1983 West Aurora District 129

This is pro-pertgj of Raw and Associates, inc. and is not intended for dupLiohtiom. or distribution without permisston.

 

Aurora, IL
HS French Teacher

K-12

10,000 Students

(1979-1982 Parental Leave of Absence)

1971-1979 St. Charles CUSC 303
St. Charles, IL
MS HS French/English/Art Teacher

K-12

7,500 Students

PROFESSIONAL ACT IVITI HONORS

HUMAN RESOURCES

 

Consultant McHenry Co. ROE, working w/ 13 District school leadership school
improvement teams co-author goals action plans based upon Common Core
Standards ISBE's Rising Star expectations

Provided consultation -7 Districts on Common Core Standards their local
application/implementation

Consulted with parent/teacher advisory teams in developing parent involvement
networks action plans

Recruited, screened and selected staff -all employee positions -- administrator to
transportation

Co-chaired Professional Growth/Evaluation Plan with Dr. Thomas McGreal, UICU,
Consultant

Trained and supervised administrative team members in the evaluation growth of
staff

Co-led Management/Labor Relations Committee

Created new teacher orientation/induction and mentoring programs

Co-authored District staff handbook

Developed District teacher recognition program

Chaired negotiations management team for teacher, assistant, custodial, 
transportation staffs

Implemented principal evaluation plan with goal setting based upon Il Administrative
Standard criteria

NASSP, Presenter - Professional Growth Plan Merging evaluation, retention, staff
development

ELANNINS PROCESSES POLISIES DEVELQEMENT
0

Led District 46 Strategic Planning Process to develop new vision, mission, beliefs,

goals, and logo
Oversaw District?s space programming construction management for new building
plus additions/renovations to all buildings K-12
Member, District 427 Strategic Design Team - Chuck Schwahn, facilitator
Total Leaders Schwahn and Spady -- 5 day strategic planning training

This is propertg ofRng and Associates, Inc. and is not intended for dupiicntion or distribution without permission.

IOIOCI

Chaired oversight, review rewrite of District Board Policies annually

Co-Chair, St. Charles District 303 Strategic Plan, Curriculum Action Team

P-20 Initiative - Delegate (Pre-School to Graduate School Learning Sequence Plan)
Served on District Safety, Security, and Crisis Planning Team

Led District?s 10 Year Decennial Life Safety Study ensuing work on cited projects
Coordinated District Facilities Task Force/Enrollment Study based upon Kasarda
Study

Used growth study data to forecast future staf?ng and program needs

Member, Sycamore Business Leaders School/Community Partnership

COMMUNITY ACTIVITIESZPARTNERSHIPS

0000 00.0 I

Council Member, Knox College Alumni Association

Co- Chaired the successful St. Mary Church Building Campaign

Co-Authored District Emergency and Schools Crisis Response Plans

District liaison for school and community relations ~civic groups/agencies, school?
business partnerships

Board representative to Intergovernmental Council comprised of all taxing bodies in
region

Chairperson, DeKalb County Partnership for Safe, Drug Free Environment

President and Rotarian of the Year, Sycamore Rotary Club

Vice President McHenry Curriculum Council

Co-facilitated Park and School District Partnership for joint use site for school park
facilities

Member, Sycamore Chamber of Commerce

2001 DeKalb County Administrator of the Year

Member, Sycamore Business Leaders School/Community Partnership

Advisory Board Project Safety Net (after school program academic enrichment
program)

Served as Board of Education hearing of?cer and parent liaison

Articulated District beliefs, vision, mission and goals to stakeholders



I 0 I

Professional Learning Communities at Work Solution Tree 3 day training ?Dufour 
Eaker

Led curriculum studies in all core subjects and encore elective areas

Participated in development of District and building RtI?service delivery, data,
social/emotional teams

Coordinated District staff development and learning programs

Developed District Curriculum Scope Sequence yearly dashboard benchmarks
Created ?The Standard is Excellence? - high school student recognition program
Presenter, NASSP National Convention ?The Standard is Excellence?

Wrote successful grants--District Technology--21st Century, After School Enrichment,
Social Emotional

First StepsTutor Trainer (10 dayAustralian Government training) Elem. Literacy
Integration/Assessment

Participated in Northern Illinois University?s Annual Curriculum Conferences -2000-
2010

This is pro-perm of Eng and Associates, Mo. and is not intewaled for duplication or distribution. without permission.

ASCD Conference on Differentiated Instruction?3 day training

Initiated reorganization/expansion of District Student Services Programs

Grant Chair/Writer Technology Literacy Challenge Fund

Presenter, NSBA and IASB How to Spark Imaginations

District 46 schools awarded the Academic Improvement Award from IASB

School Search Bright Red Apple 2008-11 awarded to District 46, one of less than 100
statewide based upon factors of high academics, quality staff ?scal responsibility

FINANCE REFERENDA

 

6'03

Aligned $25 million referendum implementation with architects construction
management ?rms

Established yearly budget calendar with district/board ?nancial goals prior to annual
levy

Worked with Finance Department, Administrative Team, FAC, and Board to earned
District 46 Financial Recognition status each of last three years

Co-facilitated District 46 Impact and Transition Fees with District community leaders
Presenter, District referendum plan to various community and school groups

Worked with community referendum support group in establishing message to public
Chaired District insurance committee created a regional PPO added a national PPO
option, mail order negotiated fee schedules for providers

Established budget managers w/ oversight of District areas/departments budget
adop?on

Co?chaired St. Mary's $7 million Parish Center expansion campaign in 2011
. Responsible for input of all District personnel salaries/bene?ts curriculum/learning

areas for budget

This is ?properta of?ng and Associates, Mo. and is not intended for duplication. or distribution without "Farmissiow.

REFERENCES

We have chosen several clients from our
successful in various geographic locations



past and recent search list to demonstrate that we have been

 

 

 

 

 

CONTACT TITLE OF 
SCHOOL DISTRICT LOCATION PERSON CONTACT PHONE MAIL
Fort Worth . . 
Independent School Fort Worth, TX Jacmto Former Board Work. 817 814 _1920
. . Ramos Jr. Presndent .
District
The School District . 
of Palm Beach Pall? Beach, Sandra Gero Former HR Cell. 561 386 5141
County Wm
School Former Board Cell: 206-601-7909
District Bothell, WA Amy Cast President 5! ll . ISE 
Olathe Public . . Former Board Home: 913-530-3644
Schools Olathe, KS Rick Schler President .
Wk: 615-350-7637
Maury County . . . Former Board 
Public Schools Columbia, TN Jim Mornson President Cell. 931 446 2438

 

 

 

This Is not a complete list; and more references can be provided upon request.

This is propertg of 12:25 and Associates, inc. and is. not intended for duFLiodtion or distribution without permission. 9

Tab F. Forms

This is propertg 0.512125 and Associates, Inc. and is not intmaleal for duplication or distribution without permission. 9

March 21,2019

SHELBY COUNTY BOARD OF EDUCATION

PROCUREMENT SERVICES

160 South Hollywood Street, Room l26 ?1 Memphis, Tennessee 381l2-4892 "1 Phone 416-5376

[1

REQUEST FOR PROPOSAL

(NOT AN ORDER)

Please submit proposals on the item(s) listed below. The right is reserved to reject any or all Proposals. If substitutions are offered, give full particulars.

The Proposal must be submitted no later than March 29, 2019 9:00 AM, CST

The Shelby County Board of Education reserves the right to accept or reject any or all proposals. or any part thereof. and to waive any minor in formalities and/or technicalities
that are deemed to be in the best interest of the Shelby County Board of Education. Successful Bidders shall be paid only when delivery is complete. *Far lite appropriate
purchases. all material data safeo- data sheets (MSDA) mus! accompany all slimmems covered under Tarrtessee Hazardous Chernical Right to Kna to Law- Tennessee Public
Chapter 7- House Bill 

 

PROPOSAL FOR
The Shelby County Board of Education request proposals for An Executive Scat'Ch in? to Assist The Board Of
i ducatron In The Search For A Permanent Superintendent Of Schools.

Proposals M1151 be received by Shelby County Schools or ?District) by the due date and time set forth above.

During the solicitation process Bidders are not permitted to contact the Board and project Owner regarding the posted
solicitation. Failure to adhere to this requirement may subject the Bidder to immediate disquali?cation.

Questions or requests for clari?cation of technical issues and terms pertaining to this Bid must be submitted in writing
via e-mail to albrigbtw@scsk12.org, by March 26, 2019 9:00 A.M. CST

ISSUED BY: Wanda Albright, IT Sourcing Manager RFP #03292019

We propose to ?rmish the item(s) and/or services outlined in the proposal at prices quoted and guarantee delivery F.O.B. delivered and as speci?ed.
Proposals are submitted with a declaration that no Shelby County Board of Education Member or employee has a ?nancial or bene?cial interest in this

transaction.

 

 

 

QQLJ God 3%393'3l15 
Cl ?71 hN 1- 23E 52' PHONE 

Pt) Bolt two Ci?ClGr (Raga) Saw-40%

 

 

 

 

ADDRESS CITY STATE ZIP CODE
- lQLmo 22%;
{amassed Com i
E-MAIL ADDRESS AUTHORIZES REPRESENT TIVE NAME

1/ CHECK HERE IF YOU ARE A MINORITY BIDDER

"Shelby County Board of Education does not discriminate "1 its Programs or employment on the basis ofrace, color, religion, national origin, handicap/disability, sex or age?

 

APPENDIX B-ADDENDA ACKNOWLEDGEMENT

(If applicable) Please complete and return with your bid response.

I the undersigned acknowledge the receipt of the following addenda to this solicitation


Addendum #1 - Date Received I A
Addendum #2 Date Received I A
Addendum #3 - Date Received A

Addendum #4 - Date Received 

(Ewell/{R47

Sigi?ture 


Title

(Kati GINA Cf?xd?s 
Bidder Name

gli @Voqqxoc, Com
- a

LEI?nail

"emcee 3\ is

Contact Phone Number

31

1 .

Client Name:
Address:

Services Provided:

Date(s)of services:

Contact Name Title:

Phone No:

Email Address:

2.

Client Name:
Address:

Services Provided:

Datelslof services:

Contact Name 8: Title:

Phone No:

Email Address:

3.

Client Name:
Address:

Services Provided:

Date(s)of services:

Contact Name a. Title:

APPENDIX REFERENCES

RFP-03292019
Executive Search Consultant Services

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

32

Phone No:

Email Address:

 

4.

Client Name:

 

Address:

 

Services Provided:

 

 

Date(s)of services:

 

Contact Name 8. Title:

 

Phone No:

 

Email Address:

 

5.

Client Name:

 

Address:

 

Services Provided:

 

Datels)of services:

 

Contact Name 8: Title:

 

Phone No:

 

 

Email Address:

 

33

APPENDIX - NON-COLLUSION CERTIFICATE
(TO BE SUBMITTED WITH TECHNICAL PROPOSAL)

RFP-03292019
Executive Search Consultant Services

I HEREBY CERTIFY that I am the I 65?6? and the duly authorized

representative of 0'54 Q?d 1N:
r. Fir. 9-
whose address is QIOI '7 Oil (CG )0 (?Mar 16965., IA 0 4and

THAT NEITHER I nor, to the best of my knowledge, information, and belief, the above t? rm nor
any of its other representatives I here represent:

Have agreed, conspired, connived or colluded to produce a deceptive show of competition
in the compilation of the RFP or offer being submitted herewith;

Have in any manner, directly or indirectly, entered into any agreement, participated in any
collusion to ?x the RFP price or price proposal of the bidder or Bidder herein or any competitor,
or otherwise taken any action in restraint of free competitive bidding in connection with the
Contract for which the within RFP or offer' IS submitted.

In making this af?davit, I represent that have personal knowledge of the matters and facts
herein stated.

i Q3 :27 - i9
(SIGN (DATE)
Quart/123%!

(PRINTED OR TYPELS NAME)

an 07? . 
PSIVVIIZILZ Notainyufblic 20

My comm sion expires. L2 2.9 I

?am kATI-Ivscnosiirss' 
[fa fowl"

 

Commission Nun ber 135921
Expires

92.

 

34

(1)

(2)

(3)

(4)

(5)

APPENDIX - DEBARMENT AFFIDAVIT
(TO BE SUBMITTED WITH TECHNICAL PROPOSAL)

Executive Search Consultant Services

Certification Regarding Debarment, Suspension
lneligibility and Voluntary
Exclusion?Primary andIor Lower Tier Covered Transactions

The prospective participant certi?es to the best of its knowledge, by submission
of this proposal, that neither it nor its principals is presently debarred,
suspended, proposed for debarment, declared ineligible. or voluntarily excluded
from participation in this transaction by any federal department or agency.

The prOSpective participant and its principals have not, within a three (3) year period
preceding this proposal, been convicted of or had a civil judgment rendered
against them for commission of fraud or a criminal offense in connection with
obtaining. attempting to obtain. or performing a public (Federal, State or local)
transaction or contract under a public transaction; violation of Federal or State
antitrust statutes or commission of embezzlement, theft, forgery, bribery,
falsi?cation or destruction of records, making false statements, or receiving stolen

property.

The prospective participant and its principals are not presently indicted for or
otherwise criminally or civilly charged by a governmental entity (Federal, State or
local) with commission of any of the offenses in Paragraph 2 of this certi?cation.

The prospective participant and its principals have not, within a three (3) year
period preceding this application/proposal, had one (1) or more public transactions
(Federal, State or local) terminated for cause or default.

Where the prospective participant is unable to certify to any of the statements
in this certi?cation, such prospective participant shall attach an explanation to this
proposal.

Signature of:



Bidder, if the bidder is an individual



Partner, if the bidder is a partnership

drew

Of?cer the bidder Isgorporation

     
 
 

 

riId an word before me hi 2 dayo .201?
L/d: Tr [l 114 Notary Public
Mycommis'Lion expires: :3 L95 
tv?"?o KATHY seriousness?
$0 Commission Numb-r 13:2,, 

Commission APPENDIX - ANTI-BRIBERY AFFIDAVIT
(TO BE SUBMITTED WITH TECHNICAL PROPOSAL)
RFP-03292019
Executive Search Consultant Services

32? K) . being ?rst duly sworn deposes and says that he is an
of?cgr in the organizal?n known as RQH QM. and the
party making a certain proposal or RFP dated, MCI min 2 7 20B. to the Shelby
County of Education:

I further con?rm that: Neither I, nor to the best of my knowledge, information, and belief, the above
business (as in de?ned in Section 39-16-101 of the State of Tennessee Code of Ethics Ordinance
or any of its of?cers, directors, partners, or any of its employees directly involved in obtaining or
performing contracts with public bodies (as is defined in Section 39-16-102 Bribery of Public
Servant has been convicted of bribery. attempted bribery, or conspiracy to bribe in violation of
Tennessee Law, or of the law of any other state or federal law, except as follows (indicate the
reasons why the af?rmation cannot be given and list any conviction, plea, or imposition of probation
before judgment with the date, court or administrative body, sentence or disposition, the name(s) of
pers7(s) involved. and their current positions and responsibilities with the business):

NA

 

 

 

Signature of:


Bidder, if the bidder is an individual Q4 /l 

Of?cer? the bidder is a 50 6ration

 


Partner. if the bidder is a partnership

sworn beforemethisa)? day of I 


kf/Zl Ci ?/JQ?Notary Public
My commissi?on expires?nlAg 

KATHY scdosmriam?ii 
Cogmisslon Number 18692i 
Expires I

36

 



APPENDIX - CERTIFICATE OF INSURANCE COVERAGE
(TO BE SUBMITTED WITH TECHNICAL PROPOSAL)

RFP-03292019
Executive Search Consultant Services

BIDDER NAME: (ROM and ?gawk BS 

ADDRESS: CIOI WW SMULX NE FIDO 

Cedar "Roms IA 62%;

NAME OF SURETY: (TYPE 0R Mom 6&5; (mm Fm; 9 (Rind-b)

NAME OF AGENT: (TYPE OKRINT) jx?o\\u @02ng


$623 8G 

The below signed hereby certi?es that the following information is true and correct.

PHONE NO: BI

 

 

 

 

 

 

 

 

 

TYPE OF HINIMUM REQUIRED POLICY OR ACTUAL LIMITS EXPIRATION
COVERAGE BINDER NUMBER PROVIDED DATE
COMMERCIAL ..
GENERAL @1900ka all, 4 1.029
LIABILITY OCC $1,000,000
COMMERCIAL g3
- "i

GENERAL 0U. I: 000 000 OI. ..
LIABILITY AGG CD 4? 2 L020

$3,000,000
BUSINESS 
AUTOMOBILE ?000.000 PER QOLI (Q I 0 ?0 2 0\ 2020

 

LIABILITY OCCURRENCE

 

 

 

TENNESSEE STATE 500 0 00 .
WORKMAN -.
MINIMUM 0 00 - - 0
STATUTORY

 

 

 

 

 

(XI LIMITS ON ABOVE POLICY WILL BE INCREASED ABOVE POLICY NOW IN EFFECT
POLICY WILL BE ON

 

The following additional Clauses will be considered a part Of the above policy(s), the same as if
specifically written therein, as pertains to the above stated contract.
a SCBE is hereby named as Additional Insured.
a The policy(s) cannot be reduced or cancelled without at least forty-?ve (45) days prior
written notice to SCBE.

3?

. The insurance company is prohibited from pleading government function in the absence
of any speci?c written authority by SCBE.

. The policy(s) will be automatically included and cover all phases of work, equipment,
persons et cetera which are normally covered while performing work under the above
contract, whether speci?cally written therein or not.

0 SCBE is hereby granted authority to contact the agency directly to confirm SCBE
information or obtain copies of certi?cates of insurance. SCBE bears no responsibility for
premiums or other cost of insurance. If policy(s) is not currently in effect, it will be written

The successful bidder will be required to provide insurance coverage as shown in General
Conditions of RFP and Contract, prior to beginning any work. This insurance coverage must be
maintained throughout the life of the contract. PROOF THAT COVERAGE IS EITHER
CURRENTLY IN PLACE OR WILL BE PROVIDED MUST BE SUBMITTED WITH THE BID.
This can be done by one of the two following methods:

Complete form OF INSURANCE or

Submit a Certi?cate of Insurance on a form provided by your Insurance Agent. This form must
include the following clauses:

SCBE is hereby named as Additional Insured.

The policy(s) cannot be reduced or canceled without at least forty-?ve (45) days' prior written
notice to SCBE.

The insurance company is prohibited from pleading government function in the absence of any
speci?ed written authority from SCBE.

The policy(s) will automatically include and cover all phases of work, equipment, persons, et
cetera which are normally covered while performing work under the above contract, whether
speci?cally written therein or not.

Regardless of the method used, the form MUST be totally complete. MUST show that all Limits
of Insurance are or will be met, and MUST be signed by the Agent.

Failure to provide the required insurance coverage by either of the two (2) methods described
above when the RFP is submitted may result in rejection of your RFP as being non-responsive.

?aw . 0% 2.810101
(AUTHORIZED AG SIGNATURE) I (DATE)

 

38

Ray and Associates, Inc.

Appendix 

Please see Volume II: Financial Proposal