The Record
The Implementation Workplan Crosswalk
The crosswalk is the single sheet that says who does what. It maps the approved Workplan v8 onto the nine contract deliverables of agreement #25BHSOAC019 and names, for every activity, a delivery lead, the partners supporting it, the role SCCOE holds as prime, and the dates it runs between. SCCOE remains accountable to the Commission for all nine deliverables regardless of which partner performs the work.
66 activities9 deliverables plus governanceagreement #25BHSOAC019
Who Carries What
Activities Per Partner
66 of 66 activities
Santa Clara County Office of Education
SCCOE20Led46Supported
Prime contractor. Commission relationship, LEA participation agreements and incentive distribution, clinical and behavioral health content authority, fiscal administration, and compilation and submission of every deliverable.
Primary lead on D1, D2b, D3, D7b, D8 and D9
Impacter Pathway
Impacter33Led24Supported
Measurement infrastructure and data. Screening platform deployment and SIS integration, the Behavioral Health Performance Index, the educator portal and public performance dashboard, and quarterly outcome reporting.
Primary lead on D2a and all six D6 reporting cycles
Deveau Burr Group
DBG15Led19Supported
Field coordination and stakeholder engagement. LEA recruitment execution, stakeholder facilitation, training and technical assistance curriculum, community and family liaison, and the quarterly learning collaboratives.
Primary lead on D4, all six D5 summaries, and D7a
Stanford University
Stanford1Led17Supported
Research and predictive analytics. Metrics design, longitudinal study design, psychometrics and population health linkage.
No standalone deliverable. Co-leads the literature review and the longitudinal trend analysis.
Applied Survey Research
ASR2Led25Supported
Independent evaluation. Evaluation framework, longitudinal statistical analysis, qualitative research across the eighteen sites, and evaluation authorship.
No standalone deliverable. Leads Training Guide chapter 9 and co-leads the D8 subgroup and equity analysis.
Breaking Barriers California
Breaking Barriers2Led14Supported
Strategic policy advisory. HIPAA and FERPA governance, Medi-Cal and CYBHI billing guidance, cross-system integration and scope of practice.
No standalone deliverable. Leads the D8 policy and compliance analysis and co-authors Training Guide chapters 1 and 6 through 8.
Counts follow the workbook’s own rule and are recomputed from the activity rows below: an activity is led by every partner named as delivery lead, and joint leads count for both. SCCOE remains prime and accountable to the Commission for all nine deliverables regardless of which partner performs the work.
Deliverable 1
D1 · Recruitment Outcomes Summary
Due 09/30/26
Primary lead: SCCOE
6 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Develop and execute the approach to recruiting six LEAs and three schools within each LEA: readiness criteria, recruitment materials, targeted outreach through superintendent and COE networks, informational briefings. | SCCOE | Impacter Pathway, DBG | Accountable prime; superintendent network; approves recruitment criteria | 07/01/26 | 09/15/26 | 09/30/26 | |
| Execute formal LEA participation agreements and complete school selection for all 18 sites, establishing roles, responsibilities, data governance and timelines. | SCCOE | Impacter Pathway | Delivery lead; shares each MOU with the Commission prior to execution | 07/01/26 | 09/15/26 | 09/30/26 | |
| Execute California NDPA and data sharing agreements with each participating LEA; configure privacy and security controls for each site. | Impacter Pathway | SCCOE | Retains data governance authority and approval | 07/15/26 | 10/31/26 | 09/30/26 | |
| Complete technology and data readiness assessments at all 18 school sites: device and connectivity review, SIS and SSO configuration paths, site scheduling capacity. | Impacter Pathway | SCCOE | Support: internal SIS and technology coordination | 07/01/26 | 09/15/26 | 09/30/26 | |
| Compile and submit the Recruitment Outcomes Summary covering all seven elements required by Exhibit A. | Impacter Pathway | DBG and SCCOE (SCCOE shares the recruitment write-up and reviews the first pass) | Delivery lead; Commission submission | 08/15/26 | 09/30/26 | 09/30/26 | |
| Document recruitment efforts demonstrating regional diversity across urban, suburban and rural communities, and student populations reflecting California's racial and ethnic diversity. | SCCOE | Impacter Pathway and DBG (review and revise the first pass) | Delivery lead for written submission | 08/01/26 | 09/30/26 | 09/30/26 |
Deliverable 2
D2 · Indicators, Outcomes & Metrics Brief
Submitted in two parts: 2a, then 2b as the Commission-approved final brief.
2a due 10/30/26 · 2b due 11/30/26
Primary lead: Impacter Pathway (2a) and SCCOE (2b)
7 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Complete systematic literature review identifying relevant indicators, outcomes and metrics in school behavioral health performance management. | Impacter Pathway | DBG, Stanford, ASR, SCCOE | Support: project input and research coordination | 07/01/26 | 08/31/26 | 10/30/26 | |
| Complete stakeholder engagement with LEAs, educators and county behavioral health department staff to identify meaningful process and outcome measures. | DBG | SCCOE clinical staff, Breaking Barriers | Support: behavioral health content and crosswalk consultation | 08/01/26 | 09/15/26 | 10/30/26 | |
| Align project indicators to the Commission's four reporting domains: services provided; student demographics and characteristics; service utilization; student outcomes and impact measures. | Impacter Pathway | SCCOE, Stanford, ASR | Approval authority on final domain set | 08/01/26 | 09/30/26 | 10/30/26 | |
| Define the Behavioral Health Performance Index: dimension weighting, scoring construction, performance banding, and public methodology documentation. | Impacter Pathway | SCCOE clinical staff, Stanford, ASR | Validation and approval of clinical content | 08/01/26 | 10/15/26 | 10/30/26 | |
| Synthesize literature and stakeholder input into the Indicators, Outcomes and Metrics Brief, Deliverable 2a. | Impacter Pathway | SCCOE, DBG, ASR, Stanford | Review and approval prior to Commission submission | 09/01/26 | 10/15/26 | 10/30/26 | |
| Structured review with all six LEA teams; Commission review and revision; submit final Metrics Brief (Deliverable 2b). | SCCOE | Impacter Pathway, DBG, Stanford, ASR | Delivery lead; Commission relationship | 10/15/26 | 11/30/26 | 11/30/26 | |
| Project management and administrative support across all Deliverable 2 activities. | SCCOE | None named | Delivery lead | 07/01/26 | 11/30/26 | 11/30/26 |
Due 09/30/26
Primary lead: SCCOE
11 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Review each LEA and school's current behavioral health data collection and reporting systems, including procedures for using data in goal setting and tracking. | Impacter Pathway and DBG | SCCOE | Support: project input and behavioral health content | 07/01/26 | 09/15/26 | 09/30/26 | |
| Deploy the operational behavioral health screening platform across all 18 sites: technology configuration, SIS integration, SSO provisioning, data privacy agreements, CYBHI fee schedule activation. | Impacter Pathway | SCCOE IT, LEA IT staff | Support: internal SIS and technology coordination | 08/01/26 | 11/30/26 | 09/30/26 | |
| Specify the performance management reporting architecture with SCCOE and LEA site teams: role definitions and access model, service documentation workflow, SIS record integration design, and reporting outputs required for Deliverable 6. | Impacter Pathway | SCCOE, LEA site teams, ASR | Approval of role definitions and access model | 08/01/26 | 10/31/26 | 09/30/26 | |
| Design and build the BHPM Educator Portal through semester one: Tier 2/3 roster, service documentation workflow, nightly SIS record integration, and role-based views for school counselors, district leads and county administrators. | Impacter Pathway | SCCOE | Review of build against approved specification | 09/01/26 | 12/31/26 | Timed By Its Own Window | |
| Design and build the public Behavioral Health Performance Dashboard through semester one: aggregate index reporting across the four Commission domains, published methodology, performance banding, small-cell suppression, no student-level data. | Impacter Pathway | SCCOE, ASR | Review and approval of published content | 09/01/26 | 12/31/26 | Timed By Its Own Window | |
| Design individualized and group training and capacity-building curriculum with goals for educators, grounded in implementation science. | DBG | Impacter Pathway (platform modules), SCCOE | Support: behavioral health content and domain validation | 08/01/26 | 09/30/26 | 09/30/26 | |
| Deliver initial onsite training at all 18 school sites for counselors, administrators, wellness coordinators and behavioral health staff. | Impacter Pathway and DBG | SCCOE | Support: training logistics and LEA coordination | 10/01/26 | 01/31/27 | Timed By Its Own Window | |
| Compile and submit the comprehensive TTA Plan document to the Commission, addressing all nine required elements. | SCCOE | Impacter Pathway, DBG, Breaking Barriers, ASR | Delivery lead; Commission submission | 08/15/26 | 09/30/26 | 09/30/26 | |
| Provide ongoing technical assistance, platform maintenance, data quality support and implementation coaching across approximately 20 months. | Impacter Pathway and DBG | SCCOE | Support: LEA relationship management and fidelity tracking | 11/01/26 | 06/30/28 | Timed By Its Own Window | |
| Deliver behavioral health screener demonstration to Commission staff. | Impacter Pathway | SCCOE | Scheduling and Commission coordination | 09/01/26 | 09/30/26 | Timed By Its Own Window | |
| Complete GenAI Reporting and Factsheet (STD 1000) disclosure covering third-party transcription used in the service documentation workflow. | Impacter Pathway | SCCOE | Submits notification to Commission designee | 09/01/26 | 11/30/26 | Timed By Its Own Window |
Deliverable 4
D4 · Collaborative Learning Group Plan
Due 09/30/26
Primary lead: DBG
2 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Design the learning collaborative framework, facilitation plan and quarterly schedule, including topics, stakeholder engagement methods and documentation procedures. | DBG | SCCOE, Breaking Barriers, Impacter Pathway | Support: project oversight and policy content | 07/15/26 | 09/15/26 | 09/30/26 | |
| Compile and submit the Collaborative Learning Group Plan to the Commission as a standalone deliverable. | SCCOE | DBG, Breaking Barriers | Delivery lead; Commission submission | 09/01/26 | 09/30/26 | 09/30/26 |
Deliverable 5
D5 · Collaborative Learning Group Summaries
Six deliverables, one for each quarterly collaborative.
5a 12/15/26 · 5b 03/15/27 · 5c 06/15/27 · 5d 09/15/27 · 5e 12/15/27 · 5f 03/15/28
Primary lead: DBG
6 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Convene Year 1 Quarter 1 Learning Collaborative (in person) and author summary 5a covering agenda, attendance, key learnings, barriers, solutions and action items. | DBG | SCCOE, Impacter Pathway, Breaking Barriers, Stanford | Support: project oversight and community liaison | 09/01/26 | 12/15/26 | 12/15/26 | |
| Convene the Year 1 Quarter 2 Learning Collaborative (virtual, with regional breakouts) covering data interpretation, growth goal refinement and early MTSS tier movement, and author summary 5b. | DBG | SCCOE, Impacter Pathway | Support: crosswalk and MTSS content | 12/01/26 | 03/15/27 | 03/15/27 | |
| Convene the Year 1 Quarter 3 Learning Collaborative (in person) covering longitudinal progress, sustainability planning and school to county behavioral health partnerships, and author summary 5c. | DBG | SCCOE, Impacter Pathway, Breaking Barriers | Support: CYBHI billing and sustainability content | 03/01/27 | 06/15/27 | 06/15/27 | |
| Convene Y1Q4 Learning Collaborative and author summary 5d. | DBG | SCCOE, Impacter Pathway, Stanford | Support: project oversight | 06/01/27 | 09/15/27 | 09/15/27 | |
| Convene Y2Q1 Learning Collaborative and author summary 5e. | DBG | SCCOE, Impacter Pathway, Stanford | Support: project oversight | 09/01/27 | 12/15/27 | 12/15/27 | |
| Convene Y2Q2 Learning Collaborative and author summary 5f. | DBG | SCCOE, Impacter Pathway, Breaking Barriers | Support: project oversight | 12/01/27 | 03/15/28 | 03/15/28 |
Deliverable 6
D6 · Student Services And Outcome Reports
Six deliverables. Semester two: deploy and deliver.
6a 12/15/26 · 6b 03/15/27 · 6c 06/15/27 · 6d 09/15/27 · 6e 12/15/27 · 6f 03/15/28
Primary lead: Impacter Pathway
12 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Establish monthly school-level data collection infrastructure and reporting templates across all 18 sites. | Impacter Pathway | SCCOE, ASR | Support: data quality monitoring and privacy compliance | 10/01/26 | 12/31/26 | 12/15/26 | |
| Author the Student Services and Outcome Report template for Commission review and approval prior to the first reporting cycle. | Impacter Pathway | SCCOE, ASR | Delivery lead for Commission submission | 08/01/26 | 09/30/26 | Timed By Its Own Window | |
| Administer the fall 2026 screening window across all 18 sites; complete participation monitoring and data quality review. | Impacter Pathway | SCCOE, LEA site teams | Support: LEA coordination and participation monitoring | 09/15/26 | 11/30/26 | Timed By Its Own Window | |
| Produce Deliverable 6a: eighteen individual school summaries plus one cross-LEA summary covering the Year 1 Quarter 1 window. | Impacter Pathway | SCCOE, ASR | Support: report review; Commission submission | 11/01/26 | 12/15/26 | 12/15/26 | |
| Deploy the BHPM Educator Portal to site teams across all 18 schools and train counselors, site administrators and district leads on documenting Tier II/III supports. | Impacter Pathway | DBG (training delivery), SCCOE | Approval of access model; LEA coordination | 01/01/27 | 03/15/27 | Timed By Its Own Window | |
| Launch the public Behavioral Health Performance Dashboard and publish the first reporting window across the four Commission domains. | Impacter Pathway | SCCOE, ASR | Approval of published content; Commission permission per Exhibit C Section 11 | 01/01/27 | 06/15/27 | Timed By Its Own Window | |
| Produce Deliverable 6b with longitudinal comparison against the first reporting cycle. | Impacter Pathway | SCCOE, ASR | Support: report review | 12/01/26 | 03/15/27 | 03/15/27 | |
| Produce Deliverable 6c with expanded longitudinal analysis, subgroup disaggregation and equity-focused outcomes review. | Impacter Pathway | Stanford, ASR, SCCOE | Support: report review | 03/01/27 | 06/15/27 | 06/15/27 | |
| Produce Deliverable 6d with year-over-year comparison and service-intensity analysis. | Impacter Pathway | Stanford, ASR, SCCOE | Support: report review | 06/01/27 | 09/15/27 | 09/15/27 | |
| Produce Deliverable 6e. | Impacter Pathway | Stanford, ASR, SCCOE | Support: report review | 09/01/27 | 12/15/27 | 12/15/27 | |
| Produce Deliverable 6f, the final quarterly reporting cycle, structured for use in the Training Guide and the Final Report. | Impacter Pathway | Stanford, ASR, SCCOE | Support: report review | 12/01/27 | 03/15/28 | 03/15/28 | |
| Operate and refresh the educator portal and public dashboard at each screening window through the contract term. | Impacter Pathway | SCCOE | Approval of published content each window | 03/15/27 | 03/15/28 | Timed By Its Own Window |
Deliverable 7
D7 · Student BHPM Training Guide
7a outline due 12/15/27 · 7b final due 04/06/28
Primary lead: DBG (7a) and SCCOE (7b)
6 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Finalize Training Guide outline and chapter structure informed by twelve months of TTA delivery, quarterly collaboratives and implementation data (Deliverable 7a). | DBG | SCCOE, Impacter Pathway, Breaking Barriers, ASR | Support: subject matter expertise and community of practice input | 10/01/27 | 12/15/27 | 12/15/27 | |
| Author technology, data and measurement chapters (2–5), including readiness assessment methods, screening platform selection, data-informed decision making, and data collection and reporting templates. | Impacter Pathway | SCCOE, ASR | Support: technology and data governance input | 01/01/28 | 03/15/28 | 04/06/28 | |
| Author policy, practice and sustainability chapters (1, 6–8), including MTSS and whole-child integration and sustainable funding pathways. | DBG and Breaking Barriers | SCCOE | Support: policy framework and blended funding input | 01/01/28 | 03/15/28 | 04/06/28 | |
| Author quality improvement and continuous learning chapter (9) and resource appendix. | ASR | Impacter Pathway, Stanford, SCCOE | Support: evaluation chapter input | 02/01/28 | 03/31/28 | 04/06/28 | |
| Author chapter 10: templates, tools, reporting resources and implementation supports. | Impacter Pathway | DBG, SCCOE | Support: template review | 01/01/28 | 03/15/28 | 04/06/28 | |
| Compile all chapters, pilot test in two to three schools, collect structured feedback, incorporate revisions and submit final Training Guide (Deliverable 7b). | SCCOE | Impacter Pathway, DBG, Breaking Barriers, ASR | Delivery lead; pilot coordination; Commission submission | 03/01/28 | 04/06/28 | 04/06/28 |
Deliverable 8
D8 · Final Report
Submitted in two parts: 8a, then 8b incorporating Commission feedback.
8a due 04/01/28 · 8b due 05/15/28
Primary lead: SCCOE
7 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Develop overview of key indicators, outcomes and metrics, and profiles of participating LEAs and schools including populations served and baseline data. | Impacter Pathway and SCCOE | Stanford, ASR, DBG | Joint delivery lead | 01/01/28 | 02/28/28 | 04/01/28 | |
| Document pre-intervention data collection practices and conduct longitudinal trend analysis of baseline data themes. | Impacter Pathway and Stanford | ASR, SCCOE | Support: subject matter expertise and data compilation | 02/01/28 | 03/31/28 | 04/01/28 | |
| Describe the project's performance management approach for replication, covering the implementation science framework, the TTA model, the technology platform architecture, training curricula, the learning collaborative model and the logic model, and synthesize implementation challenges and solutions by category. | DBG | Impacter Pathway, SCCOE, Breaking Barriers | Support: policy, HIPAA/FERPA and CYBHI billing input | 02/01/28 | 03/31/28 | 04/01/28 | |
| Document subgroup analysis, equity-focused outcomes review and statewide scalability recommendations. | ASR and Impacter Pathway | Stanford, SCCOE | Support: review | 02/01/28 | 03/31/28 | 04/01/28 | |
| Analyze policy, compliance and systems integration, including how LEAs navigated HIPAA/FERPA, Medi-Cal billing and CYBHI considerations, with detailed policy recommendations. | Breaking Barriers | SCCOE, DBG, Impacter Pathway | Support: policy and Ed Code alignment | 02/01/28 | 03/31/28 | 04/01/28 | |
| Compile and submit the Final Report, Deliverable 8a, using the Commission-provided template. | SCCOE | Impacter Pathway, DBG, Breaking Barriers, ASR, Stanford | Delivery lead; Commission submission | 03/01/28 | 04/01/28 | 04/01/28 | |
| Incorporate Commission feedback and submit final Final Report (Deliverable 8b). | SCCOE | All partners | Delivery lead; Commission submission | 04/01/28 | 05/15/28 | 05/15/28 |
Deliverable 9
D9 · LEA Participation Incentive
Year 1 due 09/30/26 · Year 2 due 07/01/27
Primary lead: SCCOE
3 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Enter into participation agreement MOUs with six LEAs establishing roles, responsibilities, data governance and timelines; share each MOU with Commission staff for review and approval prior to execution. | SCCOE | DBG, Impacter Pathway, Breaking Barriers | Delivery lead: sole contractual responsibility | 07/01/26 | 09/30/26 | 09/30/26 | |
| Distribute Year 1 participation incentive to the six participating LEAs. | SCCOE | None named | Delivery lead: fiscal administration | 09/01/26 | 09/30/26 | 09/30/26 | |
| Distribute Year 2 participation incentive to the six participating LEAs. | SCCOE | None named | Delivery lead: fiscal administration | 06/01/27 | 07/01/27 | 07/01/27 |
Cross-Cutting
Governance, Coordination And Compliance
Cross-cutting. Not a numbered contract deliverable.
Runs 07/01/26 to 06/30/28
Primary lead: SCCOE
6 activities
| Activity | What It Is | Delivery Lead | Supporting Partners | SCCOE Role (Prime) | Start | End | Contract Due |
|---|---|---|---|---|---|---|---|
| Participate in bi-weekly Commission check-in meetings covering hiring, spending and scheduling status. | SCCOE | All partners as requested | Delivery lead: Commission relationship | 07/01/26 | 06/30/28 | Timed By Its Own Window | |
| Maintain recurring check-in cadence between the Commission and the core SCCOE project team. | SCCOE | Impacter Pathway, DBG as requested | Delivery lead | 07/24/26 | 06/30/28 | Timed By Its Own Window | |
| Convene subcontractor coordination meetings clarifying roles, responsibilities, deliverables and collaboration processes across partners. | SCCOE | Impacter Pathway, DBG, Breaking Barriers, ASR, Stanford | Delivery lead | 09/01/26 | 06/30/28 | Timed By Its Own Window | |
| Establish and maintain the centralized document repository for project deliverables and partner collaboration. | SCCOE | All partners | Delivery lead | 07/24/26 | 06/30/28 | Timed By Its Own Window | |
| Provide each subcontract agreement with detailed scope of work and line-item budget justification to the Commission for approval prior to execution. | SCCOE | Impacter Pathway, DBG, Breaking Barriers, ASR | Delivery lead: sole contractual responsibility | 08/01/26 | 09/30/26 | Timed By Its Own Window | |
| Develop standardized templates for all required contract deliverables and submit to Commission staff for review prior to implementation. | SCCOE | Impacter Pathway (D6 report template), DBG (D4/D5 templates) | Delivery lead | 08/01/26 | 09/30/26 | Timed By Its Own Window |
Source
Transcribed from BHSSA - Workplan Implementation Crosswalk.xlsx, sheet “Implementation Workplan” (Implementation Workplan Crosswalk 1.0). Deliverable due dates and the primary delivery lead named for each deliverable come from the “Deliverable Map” sheet of the same workbook. Partner counts are recomputed from the activity rows on this page rather than carried over from the workbook’s own summary sheet. Budget and allocation figures are not part of this public record and are not reproduced here in any form.
Approved Workplan v8 · agreement #25BHSOAC019 · updated September 11, 2026
Every deliverable in the crosswalk opens as a record. Open the nine deliverables.