BHSSA · Behavioral Health Performance Management · Contract #25BHSOAC019
Two working instruments for Deliverable 1, Recruitment Outcomes Summary. The rubric answers Exhibit A element 2: how readiness indicators were considered in recruitment and selection. The matrix answers elements 5 and 6: baseline behavioral health capacity, and readiness findings across all eighteen sites.
Every cell carries the same state. VERIFIED means the finding comes from a completed site readiness assessment, an executed agreement, or a public source read directly and cited in the cell. Readiness assessment is complete at all eighteen sites, all seven sections at each, and every determination carries the three required signatures: site administrator, LEA lead and assessment lead. Every cell below therefore rests on a field record.
Site-level service evidence was cross-checked on September 6 against an independent evidence scan of county, county-office, LEA and school sources. Where that scan and this document disagreed, the more conservative reading was taken and the verification question recorded.
CYBHI standing was re-verified against DHCS's three published lists on September 6, 2026: the Cohort 1 to 4 roster, the Cohort 5 roster, and the reimbursement list, read in full rather than summarized. Those lists disagree with each other, and the cells below note which source carries each finding.
Eight dimensions, four levels. Reconstructed from the v0.2 rubric design circulated May 14, 2026 and applied retrospectively to the six selected LEAs using evidence available as of today. Answers Exhibit A, element 2.
| Dimension | Rio SDVentura · K–8 | Mount PleasantSanta Clara · K–8 | Milpitas USDSanta Clara · K–12 | Sunnyvale SDSanta Clara · K–8 | San Diego USDSan Diego · K–12 | Lake Tahoe USDEl Dorado · K–12 |
|---|---|---|---|---|---|---|
| D1BHSSA / MHSSA System Participation | 3Competent VCOE names Rio in its CYBHI School-Linked Partnership & Capacity Grant, and operates wellness centers at all nine Rio schools including the three BHPM sites. Caution: Ventura’s MHSSA grant summary names five wellness-center districts (Fillmore, Moorpark, Oxnard, Santa Paula, Ventura), and Rio is not among them. Rio’s documented state connection is the CYBHI capacity work, not MHSSA. VCOE CYBHI capacity grant and Ventura County MHSSA grant summary, read directly. The documented fund source is the CYBHI capacity work. |
3Competent Within SCCOE's MHSSA consortium of 31 districts, awarded July 2020. All three Community School implementation plans name Santa Clara County Behavioral Health School Linked Services as a funder of family liaison and engagement work. mpesd.org; sccoe.org. |
4Advanced Milpitas High hosts an SCCOE-operated wellness center, one of only three in the county. SCCOE reports the center as BHSSA-funded and staffs the wellness coach in the 2026–27 school year, with the district contracting the other clinicians, ribbon cutting 16 Nov 2023, with $300K SAMHSA Community Project Funding alongside. sccoe.org news release. |
3Competent Within the same SCCOE MHSSA consortium. Lakewood Elementary hosts a wellness center that SCCOE Youth Health & Wellness previously operated and staffed, and that has transitioned back to Sunnyvale School District. SCCOE wellness center locations. |
4Advanced Named by name as a participating LEA in SDCOE's COPES initiative, San Diego County's BHSSA vehicle. Phase Two, four-year $7M grant from December 2021, covering universal screening, prevention and postvention. sdcoe.net COPES. |
3Competent El Dorado County holds a BHSSA award plus a Round 4 sustainability grant. On-campus wellness centers have operated since Fall 2022 through Sierra Child & Family Services and El Dorado County Behavioral Health, including a dedicated clinic at South Tahoe Middle. scfswellnesscenters.org; Tahoe Daily Tribune. |
| D2MTSS Infrastructure | 4Advanced Confirmed at all three sites. Screener rubric scores route students to Tier 1, 2 or 3 within the existing MTSS/SST cycle rather than standing up a parallel structure, and Panorama results already generate intervention plans district-wide: data review with a documented action loop. Board-adopted LCAP Action 3.1 funds MTSS professional development and intervention. Three site assessments, 9/2; Rio SD 2026–27 LCAP. |
3Competent Two of three sites are designated Community Schools, which carries an integrated student support framework with scheduled team review. August Boeger operates a working escalation path: Sown to Grow flags route to the community school coordinator, who ensures counselor follow-up, with wellness center triage running alongside. Site assessments, all three sites. The assessment records Boeger as “Emerging” at site level, with the district-level tier structure carried by the Community Schools framework. |
3Competent Board-adopted and funded. LCAP Action 2.10, “Site leaders will implement MTSS Tier 1–3 Social Emotional and Mental Health,” $324,398, names site leaders as accountable owners across all three tiers, alongside Action 1.22 funding MTSS academic supports at $1,127,238. Milpitas USD 2026–27 LCAP; site assessments, 9/8. |
3Competent Most extensively documented MTSS in the cohort, with 40 references across the LCAP, including a districtwide MTSS redesign, an annually reviewed and revised MTSS, a named shared Tier 1 instructional approach, and a dedicated “Progress Monitoring and Data Use (MTSS Alignment)” section. Supervised social work structure across all three sites. Sunnyvale SD 2026–27 LCAP; site assessments 9/9. |
3Competent COPES brings a county-standard universal screening and referral protocol to participating LEAs, and each site has counselors expected to drive administration and follow-up within it. The vertical feeder structure allows tier movement to be tracked across the middle-to-high transition. Site assessments, all three sites. |
3Competent The LCAP documents an operating referral structure: Wellness Coaches and site Wellness Center staff working “on student referrals for mental and behavioral health needs,” with counselors and SEL practices funded at $1,713,138 across two actions. MTSS terminology itself is sparse in the plan. LTUSD 2026–27 LCAP; tier criteria and review cadence from the completed site assessments. |
| D3CYBHI Sustainability Readiness | 3Competent Not fee-schedule enrolled, but carries direct CYBHI workforce investment: two CYBHI-funded associates working toward licensure, alongside four mental health and wellness clinicians and thirteen counselors district-wide. Rio Lindo site assessment, 9/2. |
3Competent Approved participant, Cohort 4, of the CYBHI statewide multi-payer Fee Schedule program and provider network. DHCS Cohorts 1–4 participants, read directly 9/6. |
4Advanced Listed by DHCS among CYBHI Fee Schedule participants who have received reimbursement as of August 2026, so the billing pathway is not merely approved but demonstrated in practice. DHCS reimbursement list, read directly 9/6. |
4Advanced Cohort 1, one of only two Santa Clara entities in the first cohort alongside the county office, and listed among LEAs reimbursed as of August 2026. Earliest and most established position in the cohort. DHCS Cohorts 1–4 and reimbursement lists. |
4Advanced Cohort 1 and listed among LEAs reimbursed as of August 2026. Separately profiled in CYBHI's Stories from the Field. DHCS lists; CHHS. |
3Competent Approved participant, Cohort 2, of the CYBHI Fee Schedule program and statewide provider network. DHCS Cohorts 1–4 participants, read directly 9/6. |
| D4Equity & High-Need Population | 4Advanced All three sites Title I schoolwide. Rio Lindo at 81.0% socioeconomically disadvantaged, 93.8% Hispanic, 40.0% English learner and 20.2% students with disabilities, and internally identified as carrying the district's largest moderate-to-severe population. CA Dashboard 2025 release. |
4Advanced SED 66–82% across sites, EL 33–45%. August Boeger at 82.4% SED is the highest-need site in the cohort. Two of three are designated Community Schools serving documented high-need populations. CA Dashboard 2025 release. |
3Competent Calaveras Hills at 76.2% SED and 18.1% SWD anchors the need case, and its selection followed a student death in spring 2026. Two of three sites Title I schoolwide. CA Dashboard 2025 release; rationale doc. |
3Competent Two of three sites Title I schoolwide, with EL at 27–28% at both. Contributes the cohort's only Basic Aid fiscal context, at $7,263 excess revenue per pupil, so sustainability findings here transfer to community-funded districts statewide. CA Dashboard 2025; PACE 2023–24. |
3Competent All three sites Title I schoolwide, SED 41.3–57.5%, students with disabilities 12.8–18.5%. Concentrations sit near the cohort median rather than above it, which is why this dimension reads Competent rather than Advanced. CA Dashboard 2025 release. |
3Competent All three sites Title I schoolwide, SED 47–59%, with Bijou at 35.1% English learner. Supplies the cohort's only rural and only inland-mountain context. CA Dashboard 2025 release. |
| D5Leadership Commitment | 4Advanced Strongest in cohort. District lead engaged across four touchpoints; a principal attended the 9/2 strategy session directly; counselor champions named at all three sites and receiving stipends across both grant years; MOU, MSA and DPA all executed. Site assessments; cohort tracker. |
3Competent District lead engaged across four touchpoints including an in-person kickoff and screener demo with full site teams on 8/19. Full agreement set executed: MOU, MSA and DPA. Named counselor or wellness leads identified at all three sites. Site assessments, 8/27. |
3Competent Full agreement set executed: MOU, MSA and DPA. District structured onboarding as individualised per-site planning sessions rather than a single cohort kickoff, reflecting attention to each campus's distinct staffing and scheduling profile, and named a standing point of contact at each site. Cohort tracker; site assessments, 9/8. |
3Competent Full agreement set executed: MOU, MSA and DPA. Participation deliberately scoped as a phased release, 5th grade only at Lakewood, reflecting a multi-year systems-alignment posture rather than a one-time compliance activity. Leadership strategy session held 9/3. Cohort tracker; rationale doc. |
3Competent Full agreement set executed: MOU, MSA and DPA. District kickoff held 8/5, with the Director of Counseling engaged through final site confirmation. Cohort tracker; rationale doc. |
3Competent Full agreement set executed: MOU, MSA and DPA, the fastest of the six to complete the full set. District selected sites spanning its entire K–12 continuum, committing every grade band it operates. Cohort tracker; site assessments, all three sites. |
| D6Technology Readiness | 3Competent Q (Equitus) SIS with Clever live district-wide; rostering path confirmed through the Director of Technology; 1:1 Chromebooks across grades 3–5 covering the Year 1 target population. A March 2026 pilot at Rio Vista validated devices, headsets and bandwidth in production. Site assessments, 9/2. |
4Advanced PowerSchool with Clever in active production rostering; 1:1 across all grades, with iPads K–2 and Chromebooks 3–8; headphones with microphones confirmed available and already in use for testing. No bandwidth concerns outside May state testing. Every element verified. Site assessments, 8/27. |
3Competent Aeries SIS with Clever confirmed and 1:1 device coverage across all three sites, Chromebooks and MacBooks. Rostering mode confirmed as Clever. Cohort tracker; site assessments, 9/8. |
3Competent PowerSchool with Clever confirmed district-wide; rostering configuration scheduled for finalisation 9/9 at both middle schools alongside the site assessments. Cohort tracker. |
3Competent PowerSchool with Clever confirmed district-wide. As a CYBHI Cohort 1 district with an established county data-sharing relationship, the rostering and integration pathway is well-trodden. Site assessments, all three sites. |
3Competent Aeries SIS with Clever confirmed district-wide across all three sites. Site assessments, all three sites. |
| D7Existing BH Service & Screening Footprint | 4Advanced Panorama in consistent district-wide use as a Level 1 screener, with results already generating student intervention plans: administration plus documented follow-up. Wellness centers at all three sites through the VCOE/county partnership. Impacter additionally piloted at Rio Vista in March 2026. Site assessments; VCOE. |
3Competent Sown to Grow weekly check-in with a documented escalation path: flags route to the community school coordinator, who ensures counselor follow-up. Boeger's wellness center logged over 10,000 student visits for roughly 400 students last year, with iPad triage by need and severity. Site assessments, 8/27. |
3Competent Milpitas High's MHSSA wellness center provides group and individual coping and wellness programming, with a school social worker extending coverage to Calaveras Hills. An operating service footprint at two of three sites. sccoe.org; rationale doc. |
3Competent Both middle schools currently receive SOS behavioral health and social work services, the existing-service indicator that qualified them under SCCOE's readiness criteria, and Lakewood hosts a wellness center, previously operated and staffed by SCCOE and now run by Sunnyvale School District. All three sites carry an active service footprint. Rationale doc; SCCOE locations. |
4Advanced COPES delivers universal screening and suicide prevention programming across participating LEAs through seven contracted partners, and each site has counselors in place to drive administration. All three San Diego sites operate an on-campus wellness center with a wellness coordinator, and Clairemont High has administered a behavioral health screener previously. sdcoe.net COPES; rationale doc. |
4Advanced On-campus wellness centers operating since Fall 2022 through Sierra Child & Family Services with El Dorado County Behavioral Health and Tahoe Youth & Family Services, including a dedicated clinic at South Tahoe Middle, a standing service with an established referral relationship. scfswellnesscenters.org; Tahoe Daily Tribune. |
| D8Engagement Capacity | 4Advanced Named counselors at every site, two at Rio Del Sol, two at Rio Vista and one at Rio Lindo, backed by district capacity of 13 counselors, 4 mental health and wellness clinicians, 5 parent liaisons and 2 CYBHI-funded associates in licensure, with referral running through the existing SST. Site assessments, 9/2. |
3Competent Named behavioral health leads at all three sites. Boeger carries a wellness coach, school counselor and counseling resident; a school counselor covers Sanders and Ida Jew/Valle Vista with a community school coordinator holding wellness certification alongside. Site assessments, 8/27. |
3Competent A long-tenured school psychologist and a dedicated mental health counselor at Rancho, and a school social worker spanning Milpitas High and Calaveras Hills, providing continuity between the two secondary campuses. Rationale doc. |
3Competent A coordinated district model rather than site-by-site staffing: school social workers report to a lead social worker who supervises across all three participating sites, giving the project one accountable capacity owner. Rationale doc. |
3Competent School counselors in place at all three sites and identified as the staff who will drive screening administration. The vertical feeder structure means the two middle schools and receiving high school can coordinate follow-up on a shared student population. Rationale doc. |
3Competent Wellness center staffing at sites through a standing county behavioral health partnership, plus a $4.7M Community Schools Cohort 3 award whose implementation plan names Bijou, a participating BHPM site, funding the coordination capacity the project depends on. Sierra CFS; LTUSD CCSPP plan. |
Every LEA clears Competent on all eight dimensions, which is the finding, not an accident. These six were selected because they met the threshold, and the rubric documents that. The totals are not a ranking and should not be presented as one. A 29 and a 25 both mean “met the bar on every dimension”; the spread reflects depth of existing infrastructure, not fitness to participate.
The defensible use in the deliverable is the dimension view: it shows the Commission which readiness indicators were applied and how the cohort distributes across each. Present it that way.
The criteria each score was applied against. Included in the deliverable so the Commission can see the instrument, not only its output.
Eighteen participating sites across six LEAs and four counties. Demographics from the California School Dashboard 2025 release; capacity fields from completed site readiness assessments. Answers Exhibit A elements 5 and 6.
| Site | Grades | Enroll. | SED | EL | SWD | Title I | BH Staffing | Wellness Ctr | MTSS | Existing Screener | BHSSA-Funded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rio School District · Ventura County · 5,208 students · 9 schools · LCFF | |||||||||||
| Rio Del Sol STEAM56-72561-0137018 | K–8 | 839 | 54.9% | 11.2% | 9.3% | SCHOOLWIDE | 2 counselors + shared district clinician | VCOE CTR | Routes to existing SST | Panorama · L1 | NONE |
| Rio Lindo Elementary56-72561-6055503 | K–5 | 405 | 81.0% | 40.0% | 20.2% | SCHOOLWIDE | 1 counselor + clinician shared × 4 sites | VCOE CTR | Routes to existing SST | Panorama · L1 | NONE |
| Rio Vista Middle56-72561-0113977 | 6–8 | 637 | 68.8% | 25.4% | 14.0% | SCHOOLWIDE | 2 counselors + named clinician | VCOE CTR | Routes to existing SST | Panorama + Impacter Pilot 3/26 | NONE |
| Mount Pleasant Elementary SD · Santa Clara County · 1,497 students · 5 schools · CYBHI Cohort 4 · CCSPP implementation | |||||||||||
| August Boeger Middle43-69617-6048037 | 6–8 | 397 | 82.4% | 37.0% | 17.6% | SCHOOLWIDE | Wellness coach, 2 SE counselors, SE coach, family case mgr, psychologist | 10K+ VISITS | Emerging | Sown to Grow · full | CCSPP stream · separate from county |
| Robert Sanders Elem.43-69617-6048078 | K–5 | 304 | 78.9% | 44.7% | 18.8% | SCHOOLWIDE | Counselor (split), CS coord. + ARCC 0.2 FTE Tier 2 | NONE | Developing · yr 2 | Sown to Grow · inconsistent | County SLS · family liaison |
| Ida Jew / Valle Vista43-69617-6048045 · 6067227 | TK–8 | 639 | 68.5% | 40.3% | 10.4% | SPLIT | Counselor, psychologist, bilingual family case mgr | NONE | Not established | NONE | County SLS partner LEA |
| Milpitas Unified SD · Santa Clara County · 10,192 students · 19 schools · CYBHI Fee Schedule reimbursement received (DHCS participant list, Aug 2026) | |||||||||||
| Rancho Milpitas Middle43-73387-6047666 | 7–8 | 693 | 44.6% | 16.7% | 8.1% | SCHOOLWIDE | Psychologist, MH counselor | NONE | SST · psych + MH counselor | Care Solace navigation · 24/7 | County MHSSA system |
| Milpitas High43-73387-4334470 | 9–12 | 2,926 | 44.5% | 11.4% | 9.1% | NO | Social worker (shared w/ Calaveras) | MHSSA-ATTRIBUTED | SST + wellness ctr triage | Wellness ctr · 554 visits in first 2 mo of 2023–24 | MHSSA |
| Calaveras Hills HS43-73387-4331039 | 9–12 alt | 105 | 76.2% | 22.9% | 18.1% | SCHOOLWIDE | 2 MH counselors, county AOD counselor, Project Eden | NO-COST ON-CAMPUS | Schoolwide review · n=105 | On-campus MH counseling | County MHSSA system |
| Sunnyvale School District · Santa Clara County · 5,682 students · 10 schools · CYBHI Cohort 1 · BASIC AID | |||||||||||
| Lakewood Elementary43-69690-6049233 | K–5 (5th only) | 372 | 41.4% | 27.4% | 15.9% | SCHOOLWIDE | Social worker, psychologist, behavior specialist, health asst | SCCOE YHW | District social work model | SCCOE wellness ctr services | SCCOE MHSSA consortium |
| Sunnyvale Middle43-69690-6049258 | 6–8 | 1,053 | 21.1% | 17.9% | 11.5% | NO | MSW Wellness Specialist, social workers, psych, counselors | SCCOE-CREATED | District social work model | SOS services · active | SCCOE MHSSA consortium |
| Columbia Middle43-69690-6049241 | 6–8 | 697 | 40.5% | 28.4% | 16.4% | SCHOOLWIDE | SOS social work services | NONE | District social work model | Short-term counseling + groups | SCCOE MHSSA consortium |
| San Diego Unified SD · San Diego County · 112,250 students · CYBHI Cohort 1 · CCSPP Cohort 1 | |||||||||||
| Pacific Beach Middle37-68338-6059695 | 6–8 | 715 | 41.3% | 4.6% | 13.4% | SCHOOLWIDE | School counselors | NONE | COPES referral protocol | COPES · districtwide continuum | COPES · named LEA partner |
| Mission Bay High37-68338-3734431 | 9–12 | 1,240 | 44.6% | 3.1% | 12.8% | SCHOOLWIDE | School counselors | NONE | COPES referral protocol | COPES · districtwide continuum | COPES · named LEA partner |
| Clairemont High37-68338-3731213 | 9–12 | 823 | 57.5% | 5.6% | 18.5% | SCHOOLWIDE | School counselors | DISTRICT CTRS | COPES referral protocol | COPES · districtwide continuum | COPES · named LEA partner |
| Lake Tahoe Unified SD · El Dorado County · 3,363 students · 8 schools · CYBHI Cohort 2 · CCSPP Cohort 3 ($4.7M) | |||||||||||
| Bijou Community School09-61903-6005540 | K–5 | 422 | 59.2% | 35.1% | 12.1% | SCHOOLWIDE | District MH therapist + county BH | SIERRA CFS | Wellness ctr referral | Therapy, screening, navigation | El Dorado county partnership |
| South Tahoe Middle09-61903-6005565 | 6–8 | 716 | 50.3% | 17.2% | 13.4% | SCHOOLWIDE | Sierra CFS + county BH | WELLNESS CLINIC | Wellness ctr referral | Counseling, screening, referral | El Dorado county partnership |
| South Tahoe High09-61903-0937805 | 9–12 | 1,076 | 46.7% | 12.4% | 11.6% | SCHOOLWIDE | LTUSD wellness ctr staff | LTUSD CTR | Wellness ctr referral | Counseling, skills, referral | El Dorado county partnership |
Enrollment figures disagree between sources. The demographics workbook draws on the CA School Dashboard 2025 release; the site readiness assessments used Ed-Data and SchoolDigger. August Boeger reads 397 in one and 335 in the other; Robert Sanders 304 versus 330; Rio Vista 637 versus 584. The Dashboard figures are used throughout this matrix, and throughout the deliverable, so that one source is stated and used everywhere.
Grade spans are corrupted in the cohort tracker. Excel coerced nine of eighteen rows to dates: “6-8” stored as 2026-06-08, “9-12” as 2026-09-12, “7-8” as 2026-07-08. The demographics workbook has them correct and is the source used here.
Each LEA band above now carries a board-adopted annual behavioral health investment from its 2026–27 Local Control and Accountability Plan. These are public, board-approved appropriations, the most authoritative baseline capacity figures available for element 5.
They also frame the measurement problem this project exists to solve. BHSSA-supported services at these sites operate alongside district-funded counselors, clinicians and wellness staff, on the same schedules, with the same students, in the same wellness centers. Nothing in the current record separates them, which means the outcomes of a given funding stream cannot yet be traced to it. Not because the services are absent, but because no system attributes outcomes to the funding stream behind them. BHPM creates an opportunity to build that attribution.
That attribution is what BHPM builds. One finding worth carrying forward: Milpitas’s $4.7M mental health staffing line is LREBG-funded, which is expiring one-time state money, and the same LCAP records the district joining SCCOE’s CYBHI cohort to stand up billing. A funding cliff with a named successor mechanism, inside the cohort, in real time.
Milpitas High is the model. SCCOE confirms the center as BHSSA-funded, and its opening release reports 554 student visits, including 130 repeat visitors and 16 students in crisis, across the first two months of the 2023–24 school year. Funding source, site, service and utilization in one citable source.
Read the figures carefully: the 130 repeat visitors are counted within the 554, and 16 is a count of students in crisis, not of crisis incidents. The release is dated November 29, 2023, so these are the center’s opening months, not current utilization. Do not present them as today’s numbers. If the Commission is to see live figures, request current-year counts from MUSD.
No other site in the cohort has that chain complete. It is the shape every site record should reach, and it is worth showing the Commission as the standard BHPM will build toward, since the whole premise of the project is that California can count what it funds but not what it achieved.
Recruitment, selection, agreements and readiness assessment are closed. What remains are evidence questions the cohort raised, ordered by how much each would add to the record.