BHPM · Public Record

Deliverable 02 · Indicators, Outcomes & Metrics Brief

What The System Counts, And How It Knows The Counts Hold.

The indicators, outcomes and metrics the program reports to the Commission across its four reporting domains, and the methodology behind the Behavioral Health Performance Index. Seven literature-review sections, the index methodology, the stakeholder engagement record, the brief itself, the bibliography and the artifact library.

Due
30 October 2026 · Final 30 November 2026
Status
Due 30 October 2026
Components
12
Lead
Impacter Pathway · Stanford
Activities
2.1–2.7

Version 2a · carried into the Activity 2.6 review.

11 · Bibliography

The Annotated Bibliography

Scope: The full source registry behind the literature review: every entry resolved to a DOI, publisher record or open-access record, with the verification date carried per source.

Every source cited across the seven literature-review sections, grouped by the section that cites it, with the provenance and verification date carried from the source registry. 66 entries in all.

Section 1 · The Screener Landscape · 17 Sources

SourceWhat It EstablishesProvenance
Kroenke, K., Spitzer, R. L., & Williams, J. B. W. (2001). The PHQ-9: Validity of a brief depression severity measure. Journal of General Internal Medicine, 16(9), 606–613.
doi 10.1046/j.1525-1497.2001.016009606.x
Anchors the self-report clinical-screener column of S1's instrument comparison against which school behavioral-health screeners (BASC-3 BESS, SAEBRS, SDQ) are benchmarked for format and psychometrics.VERIFIED
verified 2026-08-25
Spitzer, R. L., Kroenke, K., Williams, J. B. W., & Löwe, B. (2006). A brief measure for assessing generalized anxiety disorder: The GAD-7. Archives of Internal Medicine, 166(10), 1092–1097.
doi 10.1001/archinte.166.10.1092
Completes the clinical self-report screener pairing (with PHQ-9) that frames S1's discussion of adult-clinical-model screeners now adapted for school use.VERIFIED
verified 2026-08-25
Eklund, K., Kilgus, S. P., Willenbrink, J. B., Collins, B., Gill, N., Weist, M. M., Porter, J., Lewis, T. J., Mitchell, B., & Wills, H. (2022). Evidence of the internal structure and measurement invariance of the BASC-3 Behavioral and Emotional Screening System Teacher Form. Journal of Psychoeducational Assessment, 40(8), 936–949.
doi 10.1177/07342829221116807
Supports the BASC-3 BESS Teacher Form's structural-validity claim in S1's screener comparison table.VERIFIED
verified 2026-08-25
Basting, E. J., Naser, S. C., & Goncy, E. A. (2022). Assessing the factor structure and measurement invariance of the BASC-3 Behavioral and Emotional Screening System Student Form across race/ethnicity and gender. Assessment for Effective Intervention, 48(1), 43–51.
doi 10.1177/15345084221095440
Supports fairness/equity claims for the BASC-3 BESS Student Form self-report format cited in S1's screener table.VERIFIED
verified 2026-08-25
Kilgus, S. P., Chafouleas, S. M., & Riley-Tillman, T. C. (2013). Development and initial validation of the Social and Academic Behavior Risk Screener for elementary grades. School Psychology Quarterly, 28(3), 210–226.
doi 10.1037/spq0000024
Documents the origin and initial validation logic of SAEBRS, one of S1's core universal screener comparison instruments.VERIFIED
verified 2026-08-25
Kilgus, S. P., Eklund, K., von der Embse, N. P., Taylor, C. N., & Sims, W. A. (2016). Psychometric defensibility of the Social, Academic, and Emotional Behavior Risk Screener (SAEBRS) Teacher Rating Scale and multiple gating procedure within elementary and middle school samples. Journal of School Psychology, 58, 21–39.
doi 10.1016/j.jsp.2016.07.001
Provides the psychometric-defensibility evidence base cited for SAEBRS in S1's screener comparison table.VERIFIED
verified 2026-08-25
Kilgus, S. P., Bonifay, W. E., von der Embse, N. P., Allen, A. N., & Eklund, K. (2018). Evidence for the interpretation of Social, Academic, and Emotional Behavior Risk Screener (SAEBRS) scores: An argument-based approach to screener validation. Journal of School Psychology, 68, 129–141.
doi 10.1016/j.jsp.2018.03.002
Represents the argument-based validation framework S1 cites as the maturity benchmark for screener score interpretation.VERIFIED
verified 2026-08-25
Goodman, R. (1997). The Strengths and Difficulties Questionnaire: A research note. Journal of Child Psychology and Psychiatry, 38(5), 581–586.
doi 10.1111/j.1469-7610.1997.tb01545.x
Represents the internationally dominant free-to-use multi-informant screener in S1's instrument comparison, contrasted against Impacter Pathway's language-based approach in S2.VERIFIED
verified 2026-08-25
Posner, K., Brown, G. K., Stanley, B., Brent, D. A., Yershova, K. V., Oquendo, M. A., Currier, G. W., Melvin, G. A., Greenhill, L., Shen, S., & Mann, J. J. (2011). The Columbia-Suicide Severity Rating Scale: Initial validity and internal consistency findings from three multisite studies with adolescents and adults. American Journal of Psychiatry, 168(12), 1266–1277.
doi 10.1176/appi.ajp.2011.10111704
Anchors the individual-actionability/crisis-response end of S1's screener comparison spectrum, distinct from broader risk-screening tools like SAEBRS or SDQ.VERIFIED
verified 2026-08-25
Lane, K. L., Oakes, W. P., Cantwell, E. D., Common, E. A., Royer, D. J., Leko, M. M., & Allen, G. E. (2019). Predictive validity of Student Risk Screening Scale—Internalizing and Externalizing (SRSS-IE) scores in elementary schools. Journal of Emotional and Behavioral Disorders, 27(4), 221–234.
doi 10.1177/1063426618795443
Represents the free/low-cost universal screener category in S1's cost-and-time column of the instrument comparison table.VERIFIED
verified 2026-08-25
WestEd. (n.d.). The California School Climate, Health, and Learning Survey (CalSCHLS) System, including the California Healthy Kids Survey (CHKS). California Department of Education.Serves as S1's in-state precedent for anonymized, aggregate-only universal screening, distinguishing it from individually-actionable clinical screeners in the same comparison table.CANONICAL
verified 2026-08-25
Duckworth, A. L., & Yeager, D. S. (2015). Measurement matters: Assessing personal qualities other than cognitive ability for educational purposes. Educational Researcher, 44(4), 237–251.
doi 10.3102/0013189X15584327
Grounds S1's self-report method-effects structural gap and directly motivates S2's argument for authentic-voice/language-based measurement as a complementary method.VERIFIED
verified 2026-08-25
Soneson, E., Howarth, E., Ford, T., Humphrey, A., Jones, P. B., Thompson Coon, J., Rogers, M., & Anderson, J. K. (2020). Feasibility of school-based identification of children and adolescents experiencing, or at-risk of developing, mental health difficulties: A systematic review. Prevention Science, 21, 581–603.
doi 10.1007/s11121-020-01095-6
Substantiates S1's acceptability/implementation-barriers structural gap, particularly the staff-buy-in dimension addressed later in S5's implementation-science section.VERIFIED
verified 2026-08-25
Anderson, J. K., Ford, T., Soneson, E., Thompson Coon, J., Humphrey, A., Rogers, M., Moore, D., Jones, P. B., Clarke, E., & Howarth, E. (2019). A systematic review of effectiveness and cost-effectiveness of school-based identification of children and young people at risk of, or currently experiencing mental health difficulties. Psychological Medicine, 49(1), 9–19.
doi 10.1017/S0033291718002490
Supports S1's framing that school screening's evidence base on downstream effectiveness, not just detection, is still developing, motivating S4/S5's emphasis on process-outcome linkage.VERIFIED
verified 2026-08-25
Palmer, C., Kane, J., Patterson, P., & Tuomainen, H. (2025). Universal mental health screening in schools: How acceptable is this to key stakeholders? A systematic review. Journal of Child and Family Studies, 34, 366–380.
doi 10.1007/s10826-025-03007-0
Provides the most current (2025), framework-grounded acceptability evidence for S1's acceptability/implementation-barriers structural gap, updating the 2019-2020 Anderson/Soneson evidence base.VERIFIED
verified 2026-08-25
Danielson, M. L., Kassab, H. D., Lee, M., Owens, J. S., Evans, S. W., Lipton, C., Charania, S., Young, H. E., Kubicek, L. F., Flory, K., & Cuffe, S. P. (2023). The utility of the Behavior Assessment System for Children-2 Behavioral and Emotional Screening System and Strengths and Difficulties Questionnaire in predicting mental disorders in the Project to Learn About Youth-Mental Health. Psychology in the Schools, 60(7), 2320–2341.
doi 10.1002/pits.22856
Directly substantiates S1's individual-actionability psychometric gaps for BESS/SDQ-style teacher-report screeners, especially their comparatively weak internalizing-disorder detection, a key structural gap the section highlights.VERIFIED
verified 2026-08-25
Siceloff, E. R., Bradley, W. J., & Flory, K. (2017). Universal behavioral/emotional health screening in schools: Overview and feasibility. Report on Emotional & Behavioral Disorders in Youth, 17(2), 32–38.Adds a resourcing and grade-band completion-rate lens to S1's acceptability/feasibility structural gap, showing that even a successful pilot depended on support most districts do not have on their own.VERIFIED
verified 2026-08-25

Section 2 · From Self-Report To Authentic Voice · 13 Sources

SourceWhat It EstablishesProvenance
Bauer, M., & Zapata-Rivera, D. (2020). Cognitive foundations of automated scoring. In D. Yan, A. A. Rupp, & P. W. Foltz (Eds.), Handbook of automated scoring: Theory into practice (pp. 13–28). Chapman and Hall/CRC.Supports the Brief's argument that construct-clarity and cognitive grounding, not model scale or black-box fit, are what make automated scoring trustworthy, the same argument Ober et al. make from the LLM-coding side in S2.VERIFIED
verified 2026-08-25
Cao, W., Mirjalili, V., & Raschka, S. (2020). Rank consistent ordinal regression for neural networks with application to age estimation. Pattern Recognition Letters, 140, 325–331.
doi 10.1016/j.patrec.2020.11.008
Direct methodological citation for the CORAL ordinal-regression head named in Impacter Pathway's own architecture (DeBERTa-v3-base + CORAL, per the live Model Card). Grounds the 'discriminative ordinal pipeline, not generative sampling' argument made in S2/S3, and the same head named in S7's production-architecture discussion.VERIFIED
verified 2026-08-25
He, P., Gao, J., & Chen, W. (2021). DeBERTaV3: Improving DeBERTa using ELECTRA-style pre-training with gradient-disentangled embedding sharing. arXiv:2111.09543.The architecture-family paper for the DeBERTa-v3-base encoder Impacter Pathway's scoring pipeline is built on, per the live, confirmed Model Card (impacterpathway.com/model-card). Supports the S3 model-facts framing.VERIFIED
verified 2026-08-25
IMPACTER Education Corp. (2026). IMPACTER Model Card, Version 6.0: CORAL Ordinal Regression Models.The sole authorized source for any model-version accuracy figure appearing in the Brief.INTERNAL
verified 2026-08-25
Fisher, H., Jaffe, N. M., Pidvirny, K., Tierney, A. O., Vaidean, M. S., Dongre, P., & Webb, C. A. (2026). Language-based detection of depression with machine learning: Systematic review and meta-analysis. npj Digital Medicine, 9, Article 273.
doi 10.1038/s41746-026-02448-1
Establishes the published accuracy ceiling for general-purpose language-based depression detection in the clinical NLP literature, useful context for framing a purpose-built, rubric-aligned scoring pipeline as a distinct, narrower measurement task rather than a clinical diagnostic claim.VERIFIED
verified 2026-08-25
Low, D. M., Bentley, K. H., & Ghosh, S. S. (2020). Automated assessment of psychiatric disorders using speech: A systematic review. Laryngoscope Investigative Otolaryngology, 5(1), 96-116.
doi 10.1002/lio2.354
Frames the acoustic/paralinguistic branch of automated language-based mental health assessment, distinct from a text-based, rubric-scored approach, and shows how young this broader evidence base still is even for well-studied constructs like depression.VERIFIED
verified 2026-08-25
Teferra, B. G., Rueda, A., Pang, H., Valenzano, R., Samavi, R., Krishnan, S., & Bhat, V. (2024). Screening for depression using natural language processing: Literature review. Interactive Journal of Medical Research, 13, e55067.
doi 10.2196/55067
Names the specific fairness, privacy, and interpretability risks that a multilingual, student-facing scoring system must design against.VERIFIED
verified 2026-08-25
Zapata-Rivera, D., & Forsyth, C. M. (2022). Learner modeling in conversation-based assessment. In Adaptive Instructional Systems: Adaptation Strategies and Methods (HCII 2022), Lecture Notes in Computer Science (Vol. 13332). Springer.
doi 10.1007/978-3-031-05887-5_6
Establishes ETS's conversation-based-assessment lineage as the closest existing large-testing-organization precedent for treating open-ended student language as a scorable measurement signal.VERIFIED
verified 2026-08-25
Lopez, A. A., Guzman-Orth, D., Zapata-Rivera, D., Forsyth, C. M., & Luce, C. (2021). Examining the accuracy of a conversation-based assessment in interpreting English learners' written responses (Research Report No. RR-21-03). ETS Research Report Series.
doi 10.1002/ets2.12315
Direct precedent for automated interpretation of open-ended, English-learner student language in an assessment context, supporting the case that language-based scoring is workable across linguistic backgrounds when the task is well-specified.VERIFIED
verified 2026-08-25
Ober, T. M., Zhang, S., Zapata-Rivera, D., Schroeder, N. L., & Botelho, A. F. (2026). Using LLMs to identify indicators of persistence from students' dialogues with a pedagogical agent. Journal of Educational Data Mining, 18(1), 208-243.
doi 10.5281/zenodo.18852441
Directly supports the argument that rubric-first, operationally precise construct definition is what a generative LLM-coding pipeline needs to be reliable, and by extension, why a discriminative, deterministic, frozen-and-versioned ordinal scoring architecture avoids the reproducibility problem this paper documents.VERIFIED
verified 2026-08-25
Turpin, M., Michael, J., Perez, E., & Bowman, S. R. (2023). Language models don't always say what they think: Unfaithful explanations in chain-of-thought prompting. In Advances in Neural Information Processing Systems 36 (NeurIPS 2023).Documents the class of instability and reproducibility risk inherent in generative, sampling-based LLM reasoning, the same risk category Ober et al. (2026) found in LLM-based construct coding, and the basis for distinguishing Impacter Pathway's deterministic discriminative pipeline from generative LLM coding.VERIFIED
verified 2026-08-25
Sanh, V., Debut, L., Chaumond, J., & Wolf, T. (2019). DistilBERT, a distilled version of BERT: Smaller, faster, cheaper and lighter. arXiv preprint arXiv:1910.01108.Standard reference for transformer model-compression technique; relevant background for understanding tradeoffs between model size and scoring reliability discussed in the encoder-architecture literature this section engages.VERIFIED
verified 2026-08-25
He, P., Liu, X., Gao, J., & Chen, W. (2021). DeBERTa: Decoding-enhanced BERT with disentangled attention. In Proceedings of the 9th International Conference on Learning Representations (ICLR 2021).Establishes the DeBERTa encoder lineage (disentangled attention over BERT/RoBERTa) that Impacter Pathway's production DeBERTa-v3-base encoder descends from, distinguishing an encoder-plus-ordinal-head architecture from the generative decoder-only LLMs discussed elsewhere in this section.VERIFIED
verified 2026-08-25

Section 3 · Trustworthy Automated Scoring · 12 Sources

SourceWhat It EstablishesProvenance
Williamson, D. M., Xi, X., & Breyer, F. J. (2012). A framework for evaluation and use of automated scoring of constructed-response tasks. Educational Measurement: Issues and Practice, 31(1), 2–13.
doi 10.1111/j.1745-3992.2011.00223.x
Supplies the evaluation vocabulary (agreement, degradation, fairness, consequences) that Impacter Pathway's own promotion-gate framework (QWK ≥ 0.70, degradation ≤ 0.10, |SMD| < 0.10) is built on.VERIFIED
verified 2026-08-25
McCaffrey, D. F., Casabianca, J. M., Ricker-Pedley, K. L., Lawless, R. R., & Wendler, C. (2022). Best practices for constructed-response scoring (Research Report No. RR-22-17). ETS Research Report Series.
doi 10.1002/ets2.12358
Corroborates Impacter Pathway's practice of governing human and automated scoring under one shared quality framework, and supports the Brief's evaluation-standards section with an ETS-sourced best-practices citation.VERIFIED
verified 2026-08-25
Wood, S., Yao, E., Haisfield, L., & Lottridge, S. (2021). Establishing standards of best practice in automated scoring (ACT Research Technical Brief). ACT, Inc.A second independent testing-industry standards source (alongside Williamson/Xi/Breyer and AERA/APA/NCME) supporting the Brief's evaluation-standards framing; publicly hostable per the copyright rules.VERIFIED
verified 2026-08-25
Bauer, M., & Zapata-Rivera, D. (2020). Cognitive foundations of automated scoring. In D. Yan, A. A. Rupp, & P. W. Foltz (Eds.), Handbook of automated scoring: Theory into practice (pp. 13–28). Chapman and Hall/CRC.Supports the Brief's argument that construct-clarity and cognitive grounding, not model scale or black-box fit, are what make automated scoring trustworthy, the same argument Ober et al. make from the LLM-coding side in S2.VERIFIED
verified 2026-08-25
American Educational Research Association, American Psychological Association, & National Council on Measurement in Education. (2014). Standards for educational and psychological testing. American Educational Research Association.The highest-authority umbrella standard the Brief can cite to frame Impacter Pathway's evaluation practices as consistent with the field's own professional testing standards.VERIFIED
verified 2026-08-25
Cohen, J. (1960). A coefficient of agreement for nominal scales. Educational and Psychological Measurement, 20(1), 37–46.
doi 10.1177/001316446002000104
The foundational citation for the agreement-statistic vocabulary (kappa family, including QWK) used throughout Impacter Pathway's scoring-evaluation reporting.VERIFIED
verified 2026-08-25
Krippendorff, K. (2004). Reliability in content analysis: Some common misconceptions and recommendations. Human Communication Research, 30(3), 411–433.
doi 10.1111/j.1468-2958.2004.tb00738.x
Second agreement-statistic foundation (alongside Cohen 1960) supporting Impacter Pathway's inter-rater and human-machine reliability reporting, especially useful where more than two raters or ordinal scales are involved.VERIFIED
verified 2026-08-25
Cao, W., Mirjalili, V., & Raschka, S. (2020). Rank consistent ordinal regression for neural networks with application to age estimation. Pattern Recognition Letters, 140, 325–331.
doi 10.1016/j.patrec.2020.11.008
Direct methodological citation for the CORAL ordinal-regression head named in Impacter Pathway's own architecture (DeBERTa-v3-base + CORAL, per the live Model Card). Grounds the 'discriminative ordinal pipeline, not generative sampling' argument made in S2/S3, and the same head named in S7's production-architecture discussion.VERIFIED
verified 2026-08-25
Loukina, A., Madnani, N., & Zechner, K. (2019). The many dimensions of algorithmic fairness in educational applications. In Proceedings of the Fourteenth Workshop on Innovative Use of NLP for Building Educational Applications (BEA 2019) (pp. 1–10). Association for Computational Linguistics.
doi 10.18653/v1/W19-4401
Supplies the fuller fairness taxonomy against which Impacter Pathway's own promotion-gate |SMD| < 0.10 subgroup check can be located as one specific (overall-score-difference) fairness test among several, useful for scoping the Brief's fairness claims honestly rather than implying a single gate resolves the fairness question outright.VERIFIED
verified 2026-08-25
He, P., Gao, J., & Chen, W. (2021). DeBERTaV3: Improving DeBERTa using ELECTRA-style pre-training with gradient-disentangled embedding sharing. arXiv:2111.09543.The architecture-family paper for the DeBERTa-v3-base encoder Impacter Pathway's scoring pipeline is built on, per the live, confirmed Model Card (impacterpathway.com/model-card). Supports the S3 model-facts framing.VERIFIED
verified 2026-08-25
IMPACTER Education Corp. (2026). IMPACTER Model Card, Version 6.0: CORAL Ordinal Regression Models.The sole authorized source for any model-version accuracy figure appearing in the Brief.INTERNAL
verified 2026-08-25
IMPACTER Education Corp. (2026). A stratified, human-in-the-loop sampling layer for continuous calibration of a production rubric-aligned ordinal scoring pipeline (Technical Note, Model Suite v6.0).Supports S3's description of Impacter Pathway's continuous human-in-the-loop calibration practice as the operational complement to the academic evaluation-standards literature, and is S7's production-side evidence that human calibration is a standing weekly practice rather than a one-time validation event.INTERNAL
verified 2026-08-25

Section 4 · Process & Outcome Indicators · 8 Sources

SourceWhat It EstablishesProvenance
Scott, T. M., Gage, N. A., Hirn, R. G., Lingo, A. S., & Burt, J. (2019). An examination of the association between MTSS implementation fidelity measures and student outcomes. Preventing School Failure: Alternative Education for Children and Youth, 63(4), 308–316.
doi 10.1080/1045988X.2019.1605971
Direct empirical basis for BHPM's decision to track process/fidelity and outcome indicators as separate, independently reportable families rather than treating one as a proxy for the other.VERIFIED
verified 2026-08-25
Horner, R. H., Sugai, G., & Anderson, C. M. (2010). Examining the evidence base for school-wide positive behavior support. Focus on Exceptional Children, 42(8), 1–14.Supplies the framework-level (not single-practice) evidence-quality standard S4 uses to justify evaluating BHPM's own tiered indicator system as a whole rather than indicator-by-indicator.VERIFIED
verified 2026-08-25
McIntosh, K., Massar, M. M., Algozzine, R. F., George, H. P., Horner, R. H., Lewis, T. J., & Swain-Bradway, J. (2017). Technical adequacy of the SWPBIS Tiered Fidelity Inventory. Journal of Positive Behavior Interventions, 19(1), 3–13.
doi 10.1177/1098300716637193
Field-standard, psychometrically validated instrument that BHPM's process/fidelity indicators lean on wherever a site-level PBIS fidelity score is called for.VERIFIED
verified 2026-08-25
McIntosh, K., Herman, K., Bradshaw, C., & Simonsen, B. (2023). IES MTSS-B trial: Key takeaways for district and state leaders. Center on PBIS, University of Oregon.The single independent RCT large enough to trust in this space, and the direct evidentiary basis for designing BHPM's outcome and contextual indicators to be disaggregated by subgroup and need tier from the start.CANONICAL
verified 2026-08-25
Substance Abuse and Mental Health Services Administration. (2026). Project AWARE: School campus mental health. U.S. Department of Health and Human Services.Comparable federal reporting-category precedent for BHPM's service-utilization domain (partnerships, training reach, referral volume), borrowed as reporting categories only, never as evidence of causal program effect.CANONICAL
verified 2026-08-25
Cal. Welf. & Inst. Code § 5961.4 (2024).The statutory basis for the CYBHI Fee Schedule Program, and the legal specificity behind BHPM's service-utilization indicator tying screening activity to a reimbursable service touchpoint.CANONICAL
verified 2026-08-25
California Department of Health Care Services. (2026). Children and Youth Behavioral Health Initiative (CYBHI) Fee Schedule Program.The in-state, statewide multi-payer reporting infrastructure BHPM's own service-utilization indicators can eventually connect to as a district's CYBHI cohort status and billing infrastructure come online.CANONICAL
verified 2026-08-25
American Medical Association. (2026). CPT code 96127: Brief emotional/behavioral assessment, with scoring and documentation, per standardized instrument. Current Procedural Terminology.The specific billing-code detail that ties a BHPM screening event to a documented, reimbursable service-utilization touchpoint wherever a site's billing infrastructure already supports it.CANONICAL
verified 2026-08-25

Section 5 · Implementation Science · 6 Sources

SourceWhat It EstablishesProvenance
Fixsen, D. L., Naoom, S. F., Blase, K. A., Friedman, R. M., & Wallace, F. (2005). Implementation research: A synthesis of the literature (FMHI Publication #231). National Implementation Research Network, University of South Florida, Louis de la Parte Florida Mental Health Institute.Supplies the stage/component framework the Brief uses to argue that BHPM's readiness-to-deployment-to-TTA sequence (D1 to D2 to D3) is a deliberate, evidence-grounded implementation pathway rather than an ad hoc rollout.CANONICAL
verified 2026-08-25
Proctor, E., Silmere, H., Raghavan, R., Hovmand, P., Aarons, G., Bunger, A., Griffey, R., & Hensley, M. (2011). Outcomes for implementation research: Conceptual distinctions, measurement challenges, and research agenda. Administration and Policy in Mental Health and Mental Health Services Research, 38(2), 65-76.
doi 10.1007/s10488-010-0319-7
Gives the Metrics Brief a validated eight-domain taxonomy for organizing process/fidelity indicators separately from outcome indicators within the composite index and evidence tables.VERIFIED
verified 2026-08-25
Bryk, A. S., Gomez, L. M., Grunow, A., & LeMahieu, P. G. (2015). Learning to improve: How America's schools can get better at getting better. Harvard Education Press.Provides the direct literature basis for BHPM's D4/D5 Collaborative Learning Group design, framing the quarterly learning-group cycle as PDSA-style networked improvement rather than a one-off convening.CANONICAL
verified 2026-08-25
Baffsky, R., Ivers, R., Cullen, P., Wang, J., McGillivray, L., & Torok, M. (2023). Strategies for enhancing the implementation of universal mental health prevention programs in schools: A systematic review. Prevention Science, 24(2), 337-352.
doi 10.1007/s11121-022-01434-9
Directly supports the case that BHPM's continuous platform-analytics approach to monitoring and feedback, rather than annual recall surveys, sits on the strongest evidence stream this review identifies for school-based behavioral-health implementation.VERIFIED
verified 2026-08-25
Deming, W. E. (1986). Out of the crisis. Massachusetts Institute of Technology, Center for Advanced Engineering Study.Establishes the improvement-science lineage that BHPM's continuous, cycle-based process-evaluation design draws on, rather than treating PDSA as if it originated with the education-sector literature alone.CANONICAL
verified 2026-08-25
Damschroder, L. J., Aron, D. C., Keith, R. E., Kirsh, S. R., Alexander, J. A., & Lowery, J. C. (2009). Fostering implementation of health services research findings into practice: A consolidated framework for advancing implementation science. Implementation Science, 4, Article 50.
doi 10.1186/1748-5908-4-50
Gives BHPM's Deliverable 1 site readiness assessment a validated, construct-level checklist for the organizational-context factors CFIR's inner-setting domain identifies as separable from technical capacity, complementing rather than replacing the Fixsen driver framework already anchoring this section.VERIFIED
verified 2026-08-25

Section 6 · Composite Index Construction · 5 Sources

SourceWhat It EstablishesProvenance
OECD, & European Commission Joint Research Center. (2008). Handbook on constructing composite indicators: Methodology and user guide. OECD Publishing.
doi 10.1787/9789264043466-en
The direct, step-by-step methodological framework the Behavioral Health Performance Index's entire construction (sub-indices, normalization, weighting, aggregation, banding, versioning) is built on.CANONICAL
verified 2026-08-25
McDonald, R. P. (1999). Test theory: A unified treatment. Lawrence Erlbaum Associates.
doi 10.4324/9781410601087
The psychometric basis for BHPI's commitment to report composite and sub-index reliability using omega rather than Cronbach's alpha, given that each domain sub-index mixes heterogeneous indicator types.VERIFIED
verified 2026-08-25
Seastrom, M. (2010). Statistical methods for protecting personally identifiable information in aggregate reporting (NCES 2011-603; SLDS Technical Brief 3). National Center for Education Statistics, Institute of Education Sciences, U.S. Department of Education.The federal basis for BHPI's default minimum reporting-group size of ten students plus complementary suppression, set with SCCOE data governance.VERIFIED
verified 2026-08-25
California Department of Education. (2025). California School Dashboard technical guide: 2025 Dashboard.The in-state design precedent BHPI's own performance-banding approach adapts, so LEA teams read behavioral health performance in the same visual grammar they already use for academic and climate indicators.CANONICAL
verified 2026-08-25
Saisana, M., Saltelli, A., & Tarantola, S. (2005). Uncertainty and sensitivity analysis techniques as tools for the quality assessment of composite indicators. Journal of the Royal Statistical Society: Series A (Statistics in Society), 168(2), 307–323.
doi 10.1111/j.1467-985X.2005.00350.x
Supplies the specific statistical technique (variance-based/Sobol-type decomposition) behind the general 'mandatory sensitivity analysis' requirement the OECD/JRC Handbook states, and grounds the Index Methodology page's plan to report how much of BHPI's score and rank uncertainty is attributable to the weight set specifically versus the normalization or aggregation choice, rather than reporting one undifferentiated robustness number.VERIFIED
verified 2026-08-25

Section 7 · Research Lineage · 12 Sources

SourceWhat It EstablishesProvenance
Cao, W., Mirjalili, V., & Raschka, S. (2020). Rank consistent ordinal regression for neural networks with application to age estimation. Pattern Recognition Letters, 140, 325–331.
doi 10.1016/j.patrec.2020.11.008
Direct methodological citation for the CORAL ordinal-regression head named in Impacter Pathway's own architecture (DeBERTa-v3-base + CORAL, per the live Model Card). Grounds the 'discriminative ordinal pipeline, not generative sampling' argument made in S2/S3, and the same head named in S7's production-architecture discussion.VERIFIED
verified 2026-08-25
IMPACTER Education Corp. (2026). IMPACTER Model Card, Version 6.0: CORAL Ordinal Regression Models.The sole authorized source for any model-version accuracy figure appearing in the Brief.INTERNAL
verified 2026-08-25
IMPACTER Education Corp. (2026). A stratified, human-in-the-loop sampling layer for continuous calibration of a production rubric-aligned ordinal scoring pipeline (Technical Note, Model Suite v6.0).Supports S3's description of Impacter Pathway's continuous human-in-the-loop calibration practice as the operational complement to the academic evaluation-standards literature, and is S7's production-side evidence that human calibration is a standing weekly practice rather than a one-time validation event.INTERNAL
verified 2026-08-25
Ober, T. M., Zhang, S., Zapata-Rivera, D., Schroeder, N. L., & Botelho, A. F. (2026). Using LLMs to identify indicators of persistence from students' dialogues with a pedagogical agent. Journal of Educational Data Mining, 18(1), 208-243.
doi 10.5281/zenodo.18852441
Directly supports the argument that rubric-first, operationally precise construct definition is what a generative LLM-coding pipeline needs to be reliable, and by extension, why a discriminative, deterministic, frozen-and-versioned ordinal scoring architecture avoids the reproducibility problem this paper documents.VERIFIED
verified 2026-08-25
Turpin, M., Michael, J., Perez, E., & Bowman, S. R. (2023). Language models don't always say what they think: Unfaithful explanations in chain-of-thought prompting. In Advances in Neural Information Processing Systems 36 (NeurIPS 2023).Documents the class of instability and reproducibility risk inherent in generative, sampling-based LLM reasoning, the same risk category Ober et al. (2026) found in LLM-based construct coding, and the basis for distinguishing Impacter Pathway's deterministic discriminative pipeline from generative LLM coding.VERIFIED
verified 2026-08-25
Arnold, A., Liu, Y., & Abe, N. (2007). Temporal causal modeling with graphical Granger methods. In Proceedings of the 13th ACM SIGKDD International Conference on Knowledge Discovery and Data Mining (pp. 66–75). Association for Computing Machinery.
doi 10.1145/1281192.1281203
Documents the specific causal-inference toolkit behind Impacter Pathway's Senior Scientific Advisor and scoring-pipeline architect, framed as the planned analytic foundation for BHPM's Year 2 upstream-lever and dosage analysis with Stanford Medicine, not as evidence about the screener itself.VERIFIED
verified 2026-08-25
Granger, C. W. J. (1969). Investigating causal relations by econometric models and cross-spectral methods. Econometrica, 37(3), 424–438.
doi 10.2307/1912791
The direct intellectual ancestor of the graphical Granger-causality methods in Arnold, Liu & Abe (2007): documents that Impacter Pathway's Senior Scientific Advisor's causal-inference toolkit traces to a specific, checkable methodological origin rather than being a generic 'machine learning' credential.VERIFIED
verified 2026-08-25
IMPACTER Education Corp. (2026). From self-report to student voice: A guide to performance-based behavioral health screening (Version 2.1).The plainer-language, partner-facing statement of the same design choice S7 documents academically: rubric-aligned scoring against authentic student language rather than a fixed self-report checklist.INTERNAL
verified 2026-08-25
IMPACTER Education Corp. (2026). A human-friendly guide to IMPACTER's machine learning model: A resource for our partners.The organization's own plain-language statement of the human-leads/machine-learning-scales principle that S7 closes its research-lineage argument with.INTERNAL
verified 2026-08-25
Hirshberg, M. J., Colaianne, B. A., Greenberg, M. T., Inkelas, K. K., Davidson, R. J., Germano, D., Dunne, J. D., & Roeser, R. W. (2022). Can the academic and experiential study of flourishing improve flourishing in college students? A multi-university study. Mindfulness, 13(9), 2243–2256.
doi 10.1007/s12671-022-01952-1
Design rationale, not validity evidence, for why Impacter Pathway's prompts ask students to reflect in their own words rather than select from a fixed checklist.VERIFIED
verified 2026-08-25
Pennebaker, J. W., & Beall, S. K. (1986). Confronting a traumatic event: Toward an understanding of inhibition and disease. Journal of Abnormal Psychology, 95(3), 274–281.
doi 10.1037/0021-843X.95.3.274
The earlier link in the same reflective-practice research lineage Hirshberg et al. (2022) extends: evidence that structured reflection on one's own experience is itself a mechanism with measurable effects, not merely a delivery format: design rationale for Impacter Pathway's open-ended prompts, not validity evidence for the screener.VERIFIED
verified 2026-08-25
Saab, B. J., Georgiou, J., Nath, A., Lee, F. J. S., Wang, M., Michalon, A., Liu, F., Mansuy, I. M., & Roder, J. C. (2009). NCS-1 in the dentate gyrus promotes exploration, synaptic plasticity, and rapid acquisition of spatial memory. Neuron, 63(5), 643–656.
doi 10.1016/j.neuron.2009.08.014
Cited strictly as Impacter Pathway's stated founding neurobiological inspiration for taking the biological basis of exploratory behavior seriously as a construct worth measuring, explicitly NOT validity evidence for the screener and not evidence about human behavioral health outcomes; this boundary must be preserved in any downstream reuse.VERIFIED
verified 2026-08-25

Cited Outside The Seven Sections · 2 Sources

SourceWhat It EstablishesProvenance
Elo, A. E. (1978). The rating of chessplayers, past and present. Arco Publishing.Flagged in the Index Methodology page as a literature worth considering for the BHPI change-axis calculation specifically (weighting year-over-year movement by measurement confidence rather than by simple subtraction), not as part of the core four-domain composite construction itself.CANONICAL
verified 2026-08-25
Glickman, M. E. (1999). Parameter estimation in large dynamic paired comparison experiments. Journal of the Royal Statistical Society: Series C (Applied Statistics), 48(3), 377–394.
doi 10.1111/1467-9876.00159
Cited alongside Elo (1978) in the Index Methodology page as the more rigorous, uncertainty-aware paired-comparison alternative worth considering for BHPI's year-over-year change-axis calculation.VERIFIED
verified 2026-08-25
How to read provenance

VERIFIED means the entry was resolved to a live DOI, publisher record or open-access record on the date shown. INTERNAL means an Impacter Pathway work product. CANONICAL means the approved Model Card: the single source for any model-performance figure quoted anywhere in this record.

Why This Matters

Every claim in the seven sections resolves to an entry here, and every entry says how and when it was checked.