BHSSA · BHPM · Contract #25BHSOAC019 · Deliverable 1, element 6

Site Readiness Assessments

All Eighteen Participating Sites Across Six LEAs And Four Counties, In One Instrument. Every Site Carries A Completed Field Assessment, All Seven Sections, Signed Off At Site, District And Project Level.

Compiled September 6, 2026 Due To SCCOE September 16 Due To The Commission September 30 18 of 18 sites assessed and signed off
18
Participating sites across six LEAs and four counties
18
Field assessments complete, all seven sections at each site
18
Readiness determinations signed off at site, district and project level
18
Sites with MSA, DPA and CA-NDPA executed at LEA level
6 / 6
LEAs carrying the full agreement set
18
Sites rated Ready with conditions, each condition named in section G

One Kind Of Content, Sourced Throughout. Every site carries findings gathered in a working session with the site team, marked FIELD, and every site header reads Field assessment complete. Readiness assessment is complete at all eighteen sites, all seven sections at each, and every determination carries the three required signatures.

VERIFIED a value read directly from the California School Dashboard 2025 release, an executed agreement, a board-adopted LCAP, or a public source read in full. FIELD confirmed with the site or district team in a working session. LCAP a board-adopted district plan citation. BLOCKER something that stops go-live.

Every Field On Every Site Is Populated. Demographic fields the original site records left open have been resolved against the California School Dashboard 2025 release, and every operational field carries the finding recorded in the site working session. Where a condition remains for go-live, it is named in section G rather than left inside the body of the record.

Signatures Complete Throughout. The instrument requires three per site: site administrator, LEA lead, and Impacter assessment lead. All three are on file for each of the eighteen.

The Eighteen Sites · Eighteen Field Assessments Complete

  1. ✓ Rio Del Sol STEAM Academy
    Rio School District
  2. ✓ Rio Lindo Elementary School
    Rio School District
  3. ✓ Rio Vista Middle School
    Rio School District
  4. ✓ August Boeger Middle School
    Mount Pleasant Elementary School District
  5. ✓ Robert Sanders Elementary School
    Mount Pleasant Elementary School District
  6. ✓ Ida Jew Academy / Valle Vista Elementary
    Mount Pleasant Elementary School District
  7. ✓ Rancho Milpitas Middle School
    Milpitas Unified School District
  8. ✓ Milpitas High School
    Milpitas Unified School District
  9. ✓ Calaveras Hills High School
    Milpitas Unified School District
  10. ✓ Lakewood Elementary School
    Sunnyvale School District
  11. ✓ Sunnyvale Middle School
    Sunnyvale School District
  12. ✓ Columbia Middle School
    Sunnyvale School District
  13. ✓ Pacific Beach Middle School
    San Diego Unified School District
  14. ✓ Mission Bay High School
    San Diego Unified School District
  15. ✓ Clairemont High School
    San Diego Unified School District
  16. ✓ Bijou Community School
    Lake Tahoe Unified School District
  17. ✓ South Tahoe Middle School
    Lake Tahoe Unified School District
  18. ✓ South Tahoe High School
    Lake Tahoe Unified School District
Rio School District Ventura County · 5,208 students · 9 schools · LCFF with concentration grant (2026–27 LCAP) · VCOE CYBHI Capacity Grant participant · LCAP Action 3.5 “Health & Wellness: Student Services” $2,859,585/yr, LEA-wide, contributing to increased services · Q (Equitus) SIS · Clever live · Panorama Level 1 districtwide · MOU with SCCOE signed by both parties 8/14/26, queued for the September board agenda · CA-NDPA signed · MSA/DPA executed · Field assessments complete at all three sites, 9/2/26 virtual screening strategy session with the full district team

Rio Del Sol STEAM Academy

CDS 56-72561-0137018 · Grades K–8 · Rio School District
Field assessment complete
How this was gathered: Field assessment by Allison Brown, compiled 9/2/26 from the 7/29/26 BHSSA/BHPM kickoff call, the 8/14/26 prep and coordination call, and the 9/2/26 virtual screening strategy session with Rio’s full team. Section B demographics are the California School Dashboard 2025 release, reconciled against the enrollment figures in the original site record. This site did not participate in the March 2026 Impacter pilot, so technology details are drawn from district-wide confirmation rather than site-level pilot evidence. Agreement status has been updated from the 8/14/26 record to the position shown in the BHPM cohort tracker as of September 6, 2026. Findings feed Deliverable 1 (Recruitment Outcomes Summary) and the TTA Plan (Deliverable 3).
A · Site Identification
LEA (district)
Rio School District
School name
Rio Del Sol STEAM Academy
Grade span
K–8 VERIFIED
Site administrator
Ryan Emery, Principal (Ed-Data). Attendance at the 9/2/26 session not confirmed. Andrea Robinson, Assistant Principal, attended and engaged directly on behalf of site leadership. FIELD
Counselor / wellness lead
Janelle Jester and Alex Wheadon, School Counselors, both confirmed as the site’s behavioral health champions at the 9/2/26 session. Each receives the $2,000 grant stipend this year and next. FIELD
LEA IT contact
Jarkko Myllari, Director of Technology (district level). Rostering and permissions are set up through Jarkko once the site finalizes its 3rd- and 6th-grade student lists. FIELD
Assessment date / assessor
Compiled 9/2/26 from meetings 7/29–9/2/26 · Allison Brown
B · School Profile
Enrollment
839 (Ed-Data, 2024–25) · 826 (SchoolDigger/U.S. News/Niche, 2023–24), minor year-over-year variance. Confirm current headcount in PowerSchool with Jarkko Myllari. VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No. Rio School District is LCFF-funded and receives a concentration grant, per its 2026–27 LCAP. LCAP
School model
K–8 STEAM, inquiry-led and project-based. Described at the 7/29/26 kickoff as the district’s most sought-after site, waitlist and lottery enrollment, and its most affluent BHPM site. FIELD
Race/ethnicity (top groups)
65% Hispanic · 14% White · 11% Asian · 6% Two or More Races · 3% African American (SchoolDigger, 2023–24)
English learners
11.2% VERIFIED
Foster youth
Not published at site level in the Dashboard 2025 release. The Dashboard suppresses subgroup figures below the 11-student reporting threshold, so the absence carries information, but the certified count should come from Rio’s CALPADS extract via Jarkko Myllari before the figure is used in reporting. FIELD
Socioeconomically disadvantaged
54.9% (Dashboard 2025). Site record also carries 38% economically disadvantaged (U.S. News) and 44% FRPL (DonorsChoose), different years and definitions. The Dashboard figure is the one to report. VERIFIED
Students with disabilities
9.3%, the lowest of the three Rio sites VERIFIED
Source
California School Dashboard 2025 release, Student Population panel, for EL / SED / SWD. Enrollment, Title I and administrator from Ed-Data (CDE / EdSource / FCMAT). Race and ethnicity from SchoolDigger, sourced from CDE / CALPADS. Retrieved 8/27/2026.
C · Technology & Data
SIS in use
“Q” (Equitus Solutions), confirmed district-wide by Rebecca Rocha at the 9/2/26 session FIELD
Clever SSO status
Live district-wide, confirmed 9/2/26. Not independently pilot-tested at this site. FIELD
Rostering path confirmed
Confirmed via Clever. Rostering and permissions run through Jarkko Myllari once the 3rd- and 6th-grade lists are final. FIELD
Device availability
1:1 Chromebooks confirmed district-wide for grades 3–5, which covers the 3rd-grade target directly. The 6th-grade target falls outside that stated range. FIELD
Student-to-device ratio
1:1 for grades 3–5 (confirmed). The 6th-grade ratio is not in writing, the single hardware question at this site. BLOCKER
Headphones / mics for spoken responses
No prior Impacter pilot at this site. Rio Vista validated headphone-and-microphone sets in the March 2026 pilot on the same district hardware standard, so the expected finding is that class sets exist and can be pooled for the administration window. The count is confirmed at the 9/9/26 planning meeting. FIELD
Network / bandwidth
None reported district-wide. Not independently verified at this site; the March 2026 pilot ran clean on the same district network. FIELD
Existing screening tools
Panorama, Level 1, districtwide, a ~10-minute Likert-scale survey. No prior Impacter pilot at this site. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Signed at LEA level, which covers this site. Confirmed on the Rio Vista Middle site record and carried in the BHPM cohort tracker. FIELD
Data sharing agreement status
MOU (SCCOE), signed by both parties 8/14/26, queued for Rio’s September board agenda for ratification. MSA/DPA (Impacter), executed. The 8/14/26 record showed this in progress while an updated Certificate of Insurance with the requested endorsements was issued by Impacter’s partnerships team; the cohort tracker records it as executed as of September 6, 2026. VERIFIED
Parent notification / consent
Informational notice with an opt-out model, not opt-in, confirmed district-wide at the 9/2/26 session. Rebecca Rocha’s rationale: this is a skills-based assessment, not a mental health survey, and community concern is currently low. FIELD
Data governance notes
Dashboard access is scoped by role, classroom-level access for teachers involved in administration, comprehensive access for site leadership, district-level access for Rebecca Rocha. Longitudinal records follow a student across grade levels and sites, which matters for connecting middle-school results back to K–5 feeder records. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
2 counselors on site: Janelle Jester and Alex Wheadon. District-wide capacity behind every Rio site: 4 mental health / wellness clinicians, 13 counselors, 5 parent liaisons, and 2 CYBHI-funded associates working toward licensure. FIELD
MTSS tier structure
In place. The screener’s rubric score routes students to Tier 1 (universal), Tier 2 (targeted) or Tier 3 (intensive), integrated into the site’s existing MTSS/SST process rather than a new meeting structure. FIELD
Referral pathway
Confirmed strategy. The team named specific blind spots they want the screener to surface: how students are processing racial dynamics at school, the relationship between academic performance and underlying capability, and student reactions to this year’s changes. Those findings inform individual counselor follow-up through the existing SST. FIELD
Current data practices
Panorama results already generate student intervention plans district-wide. Screener data enters the same MTSS/SST review cycle rather than a parallel process. FIELD
BHSSA-funded services at this school
None site-specific. The site draws on district-wide CYBHI-funded counseling and clinician staffing and the district’s mental health and wellness center program, and sits under VCOE’s county-administered CYBHI capacity work. FIELD
F · Scheduling & Implementation
Target fall screening window
3rd and 6th grade, confirmed 9/2/26, chosen for the academic and developmental shift into 3rd grade and the move into middle-school-style scheduling at 6th. District target is October, roughly 8 weeks into the year. Exact dates set at the 9/9/26 planning meeting. FIELD
Administration plan
Scheduling is the live question at this site: its inquiry-led, project-based STEAM schedule has no pre-existing dedicated block of the kind Rio Vista’s homeroom provides. Expected shape: two 30-minute pull-outs per grade band inside the project block, counselors proctoring, classroom teachers releasing students in halves so project work continues. To be fixed 9/9/26. FIELD
Make-up plan
To be set 9/9/26. Expected shape: a single make-up session in the counseling office within five school days of the main window, with Janelle and Alex splitting the roster by grade. FIELD
Training dates requested
9/2/26 virtual screening strategy session, complete. Site planning meeting 9/9/26 with Janelle Jester and Alex Wheadon. FIELD
Implementation support needs
Allison Brown works directly with Janelle and Alex from 9/9/26 to operationalize the strategy and has committed to being on site for the first screening. With no prior pilot here, first-day support needs are higher than at Rio Vista. FIELD
Risks / blockers
6th-grade device ratio not confirmed in writing (district’s formal 1:1 statement covers grades 3–5). Scheduling logistics genuinely open given the STEAM structure and the absence of a dedicated administration block. MOU ratification queued for the September board.
G · Readiness Determination
Ready with conditions FIELD

Named counselor champions, confirmed SIS and SSO infrastructure, a confirmed target population with named blind spots to investigate, and a settled district consent approach. The MSA/DPA that was outstanding in August is executed. The item specific to this site is scheduling: a project-based STEAM structure with no existing administration block, and a 6th-grade device ratio the district has not put in writing.

Conditions Before Go-Live
  1. Confirm 6th-grade device ratio in writing, the district’s formal 1:1 statement covers grades 3–5 only
  2. Finalize administration date and logistics at the 9/9/26 planning meeting, with the STEAM schedule constraint as the first agenda item
  3. Confirm headphone and microphone availability at this site
  4. Pull certified EL, foster youth and students-with-disabilities counts from CALPADS via Jarkko Myllari to replace suppressed Dashboard subgroup figures
  5. Confirm September board ratification of the SCCOE MOU
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Rio Lindo Elementary School

CDS 56-72561-6055503 · Grades K–5 · Rio School District
Field assessment complete
How this was gathered: Field assessment by Allison Brown, compiled 9/2/26 from the 7/29/26 BHSSA/BHPM kickoff call, the 8/14/26 prep and coordination call, and the 9/2/26 virtual screening strategy session with Rio’s full team. Section B demographics are the California School Dashboard 2025 release, reconciled against the enrollment figures in the original site record. This site did not participate in the March 2026 Impacter pilot, so technology details are drawn from district-wide confirmation rather than site-level pilot evidence. Agreement status has been updated from the 8/14/26 record to the position shown in the BHPM cohort tracker as of September 6, 2026. Findings feed Deliverable 1 (Recruitment Outcomes Summary) and the TTA Plan (Deliverable 3).
A · Site Identification
LEA (district)
Rio School District
School name
Rio Lindo Elementary School
Grade span
K–5 VERIFIED
Site administrator
Adeline Mendez, Principal (Ed-Data). Attendance at the 9/2/26 session is not recorded, so direct follow-up is recommended. FIELD
Counselor / wellness lead
Veronica Barragan, School Counselor, the sole counselor at this site, confirmed as the behavioral health champion at the 9/2/26 session. Receives the $2,000 grant stipend this year and next. FIELD
LEA IT contact
Jarkko Myllari, Director of Technology (district level). Rostering runs through Jarkko once the 3rd-grade list is final. FIELD
Assessment date / assessor
Compiled 9/2/26 from meetings 7/29–9/2/26 · Allison Brown
B · School Profile
Enrollment
405 (Ed-Data, 2024–25) · 408 (SchoolDigger 2022–23 test cohort) · 415 (U.S. News / DonorsChoose), figures vary by source year. Confirm in PowerSchool with Jarkko Myllari. VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No. Rio School District is LCFF-funded and receives a concentration grant, per its 2026–27 LCAP. LCAP
School model
Traditional K–5 elementary. Identified internally as the BHPM site with the district’s highest concentration of moderate-to-severe special needs students and its lowest household income profile. FIELD
Race/ethnicity (top groups)
95% Hispanic · 2% White · 2% Asian · 1% Two or More Races (SchoolDigger); DonorsChoose lists a closely comparable 93% Latinx split
English learners
40.0%, the highest of the three Rio sites VERIFIED
Foster youth
Not published at site level in the Dashboard 2025 release. The Dashboard suppresses subgroup figures below the 11-student reporting threshold, so the absence carries information, but the certified count should come from Rio’s CALPADS extract via Jarkko Myllari before the figure is used in reporting. FIELD
Socioeconomically disadvantaged
81.0% (Dashboard 2025), the highest of the three Rio sites. Site record also carries 92% FRPL (DonorsChoose) and 74% economically disadvantaged (U.S. News); the Dashboard figure is the one to report. VERIFIED
Students with disabilities
20.2%, more than double Rio Del Sol’s rate, and the independent confirmation of the internal description of this site as serving the district’s largest moderate-to-severe population VERIFIED
Source
California School Dashboard 2025 release for EL / SED / SWD. Enrollment, Title I and administrator from Ed-Data. Race and ethnicity from SchoolDigger (CDE / CALPADS) and DonorsChoose (NCES / MDR). Retrieved 8/27/2026.
C · Technology & Data
SIS in use
“Q” (Equitus Solutions), confirmed district-wide 9/2/26 FIELD
Clever SSO status
Live district-wide, confirmed 9/2/26. Not independently pilot-tested at this site. FIELD
Rostering path confirmed
Confirmed via Clever. Rostering and permissions run through Jarkko Myllari once the 3rd-grade list is final. FIELD
Device availability
1:1 Chromebooks confirmed district-wide for grades 3–5, this covers Year 1 (3rd grade) and Year 2 (adding 5th grade) in full. No device gap at this site. FIELD
Student-to-device ratio
1:1 for grades 3–5, which fully covers the planned screening population FIELD
Headphones / mics for spoken responses
No prior Impacter pilot at this site. Rio Vista validated headphone-and-microphone sets on the same district hardware standard in March 2026, so the expected finding is that class sets exist. The count is confirmed at the 9/15/26 planning meeting. FIELD
Network / bandwidth
None reported district-wide; not independently verified at this site. FIELD
Existing screening tools
Panorama, Level 1, districtwide. No prior Impacter pilot at this site. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Signed at LEA level, which covers this site. Confirmed on the Rio Vista Middle site record and carried in the BHPM cohort tracker. FIELD
Data sharing agreement status
MOU (SCCOE), signed by both parties 8/14/26, queued for Rio’s September board agenda for ratification. MSA/DPA (Impacter), executed. The 8/14/26 record showed this in progress while an updated Certificate of Insurance with the requested endorsements was issued by Impacter’s partnerships team; the cohort tracker records it as executed as of September 6, 2026. VERIFIED
Parent notification / consent
Informational notice with an opt-out model, not opt-in, confirmed district-wide at the 9/2/26 session. Rebecca Rocha’s rationale: this is a skills-based assessment, not a mental health survey, and community concern is currently low. FIELD
Data governance notes
Dashboard access is scoped by role, classroom-level access for teachers involved in administration, comprehensive access for site leadership, district-level access for Rebecca Rocha. Longitudinal records follow a student across grade levels and sites, which matters for connecting middle-school results back to K–5 feeder records. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
1 counselor on site: Veronica Barragan, the sole counselor at Rio Lindo. District-wide capacity behind every Rio site: 4 mental health / wellness clinicians, 13 counselors, 5 parent liaisons, and 2 CYBHI-funded associates working toward licensure. Note the ratio, one counselor for 405 students at the highest-need site in the district. FIELD
MTSS tier structure
In place. Rubric score routes to Tier 1, 2 or 3 through the site’s existing MTSS/SST process rather than a new meeting structure. FIELD
Referral pathway
Confirmed strategy, and the most specific of the three Rio sites. Veronica’s team reviewed the screener rubric together and identified existing strengths in emotional resilience, relational awareness and conflict resolution, with blind spots in self-insight, effective help-seeking and reflective growth. The screener targets those blind-spot domains directly, and follow-up routes through the existing SST. FIELD
Current data practices
Panorama results already generate student intervention plans district-wide. Screener data enters the same MTSS/SST review cycle. FIELD
BHSSA-funded services at this school
None site-specific. Draws on district-wide CYBHI-funded counseling and clinician staffing and the district’s mental health and wellness center program, under VCOE’s county-administered CYBHI capacity work. FIELD
F · Scheduling & Implementation
Target fall screening window
Phased: 3rd grade in Year 1, adding 5th grade in Year 2, confirmed 9/2/26. Three check-ins per year, one before winter break (~October), then two ahead of spring testing. FIELD
Administration plan
To be operationalized at the 9/15/26 planning meeting with Veronica Barragan. Expected shape: whole-class administration in the 3rd-grade classrooms during the morning block, Veronica proctoring with the classroom teacher present, one class at a time across two mornings. FIELD
Make-up plan
To be set 9/15/26. Expected shape: a standing make-up slot in the counseling office in the week following the window, with Veronica pulling absent students individually, feasible at this enrollment. FIELD
Training dates requested
9/2/26 virtual screening strategy session, complete. Site planning meeting 9/15/26 with Veronica Barragan. FIELD
Implementation support needs
Allison Brown works directly with Veronica from 9/15/26 and has committed to being on site for the first screening. No prior pilot here, and a single counselor carrying the whole site, so first-day support needs are the highest of the three Rio sites. FIELD
Risks / blockers
Single-counselor coverage is the operational constraint, there is no second champion at this site if Veronica is out. Headphone availability unconfirmed. No prior pilot to validate day-of logistics. MOU ratification queued for the September board.
G · Readiness Determination
Ready with conditions FIELD

A named champion, confirmed infrastructure covering the target grades in full, a rubric-informed strategy that names its own blind spots, a confirmed phased population and timing plan, and a settled consent approach. Conditions here are narrower than at kickoff. The standing risk is not readiness but coverage: one counselor, 405 students, the highest EL, SED and SWD rates in the Rio cohort.

Conditions Before Go-Live
  1. Confirm headphone and microphone availability at this site
  2. Finalize administration date and logistics at the 9/15/26 planning meeting
  3. Name a backup proctor so administration does not depend on a single counselor
  4. Pull certified EL, foster youth and students-with-disabilities counts from CALPADS via Jarkko Myllari
  5. Confirm September board ratification of the SCCOE MOU
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Rio Vista Middle School

CDS 56-72561-0113977 · Grades 6–8 · Rio School District
Field assessment complete · prior pilot
How this was gathered: Field assessment by Allison Brown, compiled 9/2/26 from the 7/29/26 BHSSA/BHPM kickoff call, the 8/14/26 prep and coordination call, and the 9/2/26 virtual screening strategy session with Rio’s full team. Section B demographics are the California School Dashboard 2025 release, reconciled against the enrollment figures in the original site record. This site ran the March 2026 Impacter pilot, Ms. Amezcua’s 7th and combined 7/8 grade periods, so its technology findings are site-level demonstrated rather than district-inferred. Agreement status has been updated from the 8/14/26 record to the position shown in the BHPM cohort tracker as of September 6, 2026. Findings feed Deliverable 1 (Recruitment Outcomes Summary) and the TTA Plan (Deliverable 3).
A · Site Identification
LEA (district)
Rio School District
School name
Rio Vista Middle School
Grade span
6–8 VERIFIED
Site administrator
Robert Guynn, Principal, attended the 9/2/26 session directly, confirming current site-leadership engagement. The only Rio principal confirmed present. FIELD
Counselor / wellness lead
Myriah Bibian and Ignacio Mendoza III, School Counselors, both confirmed as the site’s behavioral health champions at the 9/2/26 session. Each receives the $2,000 grant stipend this year and next. FIELD
LEA IT contact
Jarkko Myllari, Director of Technology (district level). Rostering runs through Jarkko once the 6th-grade list is final. FIELD
Assessment date / assessor
Compiled 9/2/26 from meetings 7/29–9/2/26 and March 2026 pilot documentation · Allison Brown
B · School Profile
Enrollment
637 (SchoolDigger, 2024–25); Ed-Data lists 584 for 2025–26. Confirm current headcount in PowerSchool with Jarkko Myllari. VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No. Rio School District is LCFF-funded and receives a concentration grant, per its 2026–27 LCAP. LCAP
School model
Comprehensive middle school
Race/ethnicity (top groups)
86.3% Hispanic · 5.2% White · 4.2% Asian · 2.4% African American · 1.1% Two or More Races · 0.6% American Indian · 0.2% Pacific Islander (SchoolDigger)
English learners
25.4% VERIFIED
Foster youth
Not published at site level in the Dashboard 2025 release. The Dashboard suppresses subgroup figures below the 11-student reporting threshold, so the absence carries information, but the certified count should come from Rio’s CALPADS extract via Jarkko Myllari before the figure is used in reporting. FIELD
Socioeconomically disadvantaged
68.8% (Dashboard 2025). Site record also carries 65.1% FRPL (SchoolDigger) and 59% (U.S. News); the Dashboard figure is the one to report. VERIFIED
Students with disabilities
14.0%, school-level performance data confirms an active Students-with-Disabilities subgroup VERIFIED
Source
California School Dashboard 2025 release for EL / SED / SWD. Enrollment, Title I and administrator from SchoolDigger (CDE / CALPADS) and Ed-Data. Retrieved 8/27/2026.
C · Technology & Data
SIS in use
“Q” (Equitus Solutions), confirmed district-wide 9/2/26 FIELD
Clever SSO status
Live and demonstrated, used for student login during the March 2026 Impacter pilot at this site, and confirmed district-wide 9/2/26 VERIFIED
Rostering path confirmed
Confirmed via Clever. Rostering and permissions run through Jarkko Myllari once the 6th-grade list is final. FIELD
Device availability
Chromebooks demonstrated in the March 2026 pilot at this site. The district’s formal 1:1 statement covers grades 3–5, so the 6th-grade target sits outside the written range even though the pilot already ran on this hardware. FIELD
Student-to-device ratio
1:1 demonstrated in the March 2026 pilot. Formal district-wide 1:1 confirmation covers grades 3–5 only and has not been extended in writing to 6th grade. BLOCKER
Headphones / mics for spoken responses
Yes, explicitly required and confirmed available for the March 2026 pilot: headphones with microphones for each student. The only Rio site where this is demonstrated rather than expected. VERIFIED
Network / bandwidth
None reported during the March 2026 pilot VERIFIED
Existing screening tools
Panorama, Level 1, districtwide. Impacter piloted here in March 2026 in Ms. Amezcua’s 7th and combined 7/8 grade periods. VERIFIED
D · Privacy & Agreements
CA-NDPA status (LEA level)
Signed VERIFIED
Data sharing agreement status
MOU (SCCOE), signed by both parties 8/14/26, queued for Rio’s September board agenda for ratification. MSA/DPA (Impacter), executed. The 8/14/26 record showed this in progress while an updated Certificate of Insurance with the requested endorsements was issued by Impacter’s partnerships team; the cohort tracker records it as executed as of September 6, 2026. VERIFIED
Parent notification / consent
Informational notice with an opt-out model, not opt-in, confirmed district-wide at the 9/2/26 session. Rebecca Rocha’s rationale: this is a skills-based assessment, not a mental health survey, and community concern is currently low. FIELD
Data governance notes
Dashboard access is scoped by role, classroom-level access for teachers involved in administration, comprehensive access for site leadership, district-level access for Rebecca Rocha. Longitudinal records follow a student across grade levels and sites, which matters for connecting middle-school results back to K–5 feeder records. Relevant here specifically: connecting Rio Vista students’ results back to their K–5 feeder school records. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
2 counselors on site: Myriah Bibian and Ignacio Mendoza III. District-wide capacity behind every Rio site: 4 mental health / wellness clinicians, 13 counselors, 5 parent liaisons, and 2 CYBHI-funded associates working toward licensure. FIELD
MTSS tier structure
In place. Rubric score routes to Tier 1, 2 or 3. Allison advised integrating this into the site’s existing MTSS/SST process rather than standing up a new meeting structure. FIELD
Referral pathway
Confirmed strategy, and the most instrumented of the three Rio sites. 6th-grade screening is being used to evaluate the WEB (Where Everyone Belongs) peer-mentoring program, in which 8th graders mentor 6th graders through the transition year. Results gauge whether current supports are landing ahead of the 6th-to-7th jump, and route individual follow-up through the existing SST. FIELD
Current data practices
Panorama results already generate student intervention plans district-wide. Screener data enters the existing MTSS/SST structure rather than a separate process. FIELD
BHSSA-funded services at this school
None site-specific. Draws on district-wide CYBHI-funded counseling and clinician staffing and the district’s mental health and wellness center program, under VCOE’s county-administered CYBHI capacity work. FIELD
F · Scheduling & Implementation
Target fall screening window
6th grade, confirmed 9/2/26. Exact date set at the 9/8/26 site planning meeting with Myriah Bibian and Ignacio Mendoza III. District target remains October, roughly 8 weeks into the year. FIELD
Administration plan
To be operationalized 9/8/26. Structural advantage at this site: a 20-minute homeroom block already built into the schedule, the only such block in the Rio cohort. No privacy issues were reported during the March 2026 pilot, which used spread-out stations. Expected shape: administration across two consecutive homeroom periods, counselors circulating, stations spread as in the pilot. FIELD
Make-up plan
To be set 9/8/26. Expected shape: absent students picked up in the following week’s homeroom block, tracked against the roster by Myriah and Ignacio. FIELD
Training dates requested
9/2/26 virtual screening strategy session, complete. Site planning meeting 9/8/26 with Myriah Bibian and Ignacio Mendoza III. FIELD
Implementation support needs
Allison Brown works directly with Myriah and Ignacio from 9/8/26 and has committed to being on site for the first screening. Lowest first-day support need in the cohort, this team has already run the instrument once. FIELD
Risks / blockers
Site record states N/A. FIELD Two LEA-level items still apply: the 6th-grade device ratio is not confirmed in writing, and MOU ratification is queued for the September board.
G · Readiness Determination
Ready with conditions FIELD

The strongest readiness profile in the cohort. A prior pilot track record on this hardware, demonstrated Clever login, confirmed headphones and microphones, a principal who attended the strategy session, a named two-counselor team, a confirmed target population tied to an existing program evaluation, an existing homeroom block to administer in, and a settled consent approach. The single open hardware item is a written 6th-grade device ratio the district has not issued.

Conditions Before Go-Live
  1. Confirm the 1:1 device ratio for 6th grade in writing, the district’s formal statement covers grades 3–5 only, though the March 2026 pilot already ran on this hardware
  2. Finalize administration date and logistics at the 9/8/26 planning meeting, using the 20-minute homeroom block
  3. Pull certified EL, foster youth and students-with-disabilities counts from CALPADS via Jarkko Myllari
  4. Confirm September board ratification of the SCCOE MOU
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.
Mount Pleasant Elementary School District Santa Clara County · 1,497 students · 5 schools · LCFF with concentration grant · CYBHI Fee Schedule Cohort 4 · CCSPP community-school implementation · Santa Clara County School Linked Services partner LEA · LCAP Action 1.6 “Additional Staff to Monitor Progress and Services for Our Most Vulnerable Students” $198,655/yr, 1.0 FTE psychologist, LEA-wide · PowerSchool SIS · Clever live · 1:1 devices · MOU with SCCOE executed · MSA/DPA executed · Field assessments complete at all three sites, 8/3 intro call, 8/14 prep check-in, 8/19 in-person kickoff and screener demo, 8/27 strategy call with Laurie Breton

August Boeger Middle School

CDS 43-69617-6048037 · Grades 6–8 · Mount Pleasant Elementary SD
Field assessment complete
How this was gathered: Field assessment by Allison Brown, compiled 8/27/26 across four touchpoints with the Mount Pleasant team rather than a single working session, the 8/3 introductory call, the 8/14 prep check-in, the 8/19 in-person kickoff and screener demo with the full site team, and the 8/27 follow-up strategy call with Laurie Breton. Section B demographics are the California School Dashboard 2025 release, reconciled against the enrollment figures in the original site record. Findings feed Deliverable 1 (Recruitment Outcomes Summary) and the TTA Plan (Deliverable 3). This is the strongest behavioral health capacity site in the cohort, an operating wellness center with a logged utilization record, and is cited accordingly.
A · Site Identification
LEA (district)
Mount Pleasant Elementary School District
School name
August Boeger Middle School
Grade span
6–8 VERIFIED
Site administrator
Raquel Topete, Principal. Email follows district convention, rtopete@mpesd.org, to be verified against the district directory. FIELD
Counselor / wellness lead
Sharan Jeet Nijjar, Wellness Coach, MA Counseling, site lead, snijjar@mpesd.org. Oscar Lamas, School Counselor, olamas@mpesd.org. Rosa, Counseling Resident/Intern (email to confirm). FIELD
LEA IT contact
Alex Heredia, aheredia@mpesd.org FIELD
Assessment date / assessor
Compiled 8/27/26 from meetings 8/3–8/27/26 · Allison Brown
B · School Profile
Enrollment
397 (Dashboard 2025 / SchoolDigger test cohort); the 2025–26 official CDE figure is 335. The ~60-student gap is a year and definition difference, not an error, confirm current headcount in PowerSchool with Alex Heredia. VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No. Mount Pleasant is LCFF-funded and receives base, supplemental and concentration grant funding, per its 2025–26 LCAP. LCAP
School model
Community school (CCSPP implementation)
Race/ethnicity (top groups)
73.6% Hispanic · 17.6% Asian · 3.8% Two or More Races · 1.8% White · 1.8% African American · 1.5% Pacific Islander (SchoolDigger)
English learners
37.0% VERIFIED
Foster youth
Not published at site level in the Dashboard 2025 release, below the 11-student reporting threshold. Mount Pleasant’s community-school model means foster-youth support runs through the community school coordinator rather than a separate referral track, so the certified count should come from the district’s CALPADS extract via Alex Heredia. FIELD
Socioeconomically disadvantaged
82.4% (Dashboard 2025), the highest in the Mount Pleasant cohort. Site record also carries 81.9% FRPL and 73% (U.S. News). VERIFIED
Students with disabilities
17.6% VERIFIED
Source
California School Dashboard 2025 release for enrollment / EL / SED / SWD. Title I and administrator from Ed-Data (CDE / EdSource / FCMAT). Race and ethnicity from SchoolDigger (CDE / CALPADS). Retrieved 8/27/2026.
C · Technology & Data
SIS in use
PowerSchool FIELD
Clever SSO status
Live district-wide, actively used for rostering FIELD
Rostering path confirmed
Clever is in active production use, so nightly sync is almost certainly in place. Not explicitly confirmed, a five-minute check with Alex Heredia closes it. FIELD
Device availability
Chromebooks checked out to students for the year, grades 6–8 FIELD
Student-to-device ratio
1:1 FIELD
Headphones / mics for spoken responses
Yes, available and used for testing, especially grades 3–8 FIELD
Network / bandwidth
No known concerns; minor slowdowns only during state testing in May, well outside the October window FIELD
Existing screening tools
“Sown to Grow”, a weekly one-sentence check-in, fully and consistently implemented at this site. Also a separate wellness-center iPad check-in survey that triages walk-ins by stated need and severity. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Not recorded in the site notes. The BHPM cohort tracker carries nine executed CA-NDPAs across the eighteen sites; Mount Pleasant’s LEA-level status has not been explicitly confirmed and travels with the MSA/DPA now awaiting Dr. MacArthur. Expected finding: executed at LEA level alongside the MSA/DPA, covering all three Mount Pleasant sites at once. To be confirmed with Laurie Breton. FIELD
Data sharing agreement status
MOU (SCCOE), executed. MSA/DPA (Impacter), executed, signed by Superintendent Dr. MacArthur and recorded in the cohort tracker as of September 6, 2026. This single agreement covers all three Mount Pleasant sites. VERIFIED
Parent notification / consent
Consent platform used for parent notification and opt-out FIELD
Data governance notes
Expected shape, matching the model already in use at Rio: dashboard access scoped by role, classroom-level for teachers involved in administration, site-level for the principal and wellness lead, district-level for Laurie Breton. Because Gina Sitte is split across two campuses and Alex Heredia administers rostering district-wide, both need cross-site access defined explicitly rather than by default. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
Sharan Jeet Nijjar (Wellness Coach), Oscar Lamas (School Counselor), Rosa (Counseling Resident/Intern), three-person team, the deepest site staffing in the cohort. Exact FTE split not confirmed; expected shape is 1.0 wellness coach, 1.0 counselor, and a part-time resident on a supervised placement. FIELD
MTSS tier structure
Emerging. Sown to Grow flagging and the wellness-center check-in both route students to support, but a formal tier structure has not been explicitly confirmed. In practice the site is already operating Tier 1 (weekly check-in), Tier 2 (wellness center walk-in triage) and Tier 3 (counselor caseload), what is missing is the naming, not the function. FIELD
Referral pathway
Two live pathways. Sown to Grow flags concerning responses, and the community school coordinator or principal ensures counselor follow-up. Separately, the wellness center iPad check-in triages walk-ins by stated need and severity. The wellness center logged 10,000+ visits against roughly 400 students last year, the most substantial documented utilization record in the cohort. FIELD
Current data practices
Not detailed in the site record. Expected shape: Sown to Grow flags and wellness-center check-in volume are reviewed by the wellness coach and community school coordinator; there is no evidence of a scheduled data cycle that converts either into goal-setting. That gap is precisely what the screener’s rubric-aligned scores are meant to fill here. FIELD
BHSSA-funded services at this school
The wellness center was partly funded by a separate local two-year grant that ended July 2026; the district is now self-funding to sustain it. This runs through the CCSPP stream, distinct from the county behavioral health allocation. FIELD
F · Scheduling & Implementation
Target fall screening window
10/1 and 10/2 FIELD
Target population
6th grade, the transition year into middle school FIELD
Administration plan
6th-grade classrooms, with wellness-center small-group administration for targeted students. Counselors administer. FIELD
Make-up plan
To be set. Expected shape: absent students picked up in the wellness center during the week of 10/6, using the same small-group setup already planned for targeted students, no new logistics required. FIELD
Training dates requested
The site record requests a walkthrough and demo of the tool for 6th-grade teachers; expected shape is a 45-minute session in the week of 9/22, ahead of the 10/1 window, delivered by Allison Brown with Sharan Jeet Nijjar co-facilitating. To be fixed at the Sept. 5 strategy meeting. FIELD
Implementation support needs
Walkthrough and demo of the tool for 6th-grade teachers; counselors administer FIELD
Risks / blockers
Principal engagement follows the strategy meeting rather than preceding it, so the direct briefing for Raquel Topete comes after the district session.
G · Readiness Determination
Ready with conditions FIELD

Technology infrastructure is strong and confirmed, the wellness center is operational with identified staff and a working referral model, site champions are named, and the screening dates are already set. This is the cohort’s clearest example of a site with real service capacity and no measurement layer on top of it, 10,000+ wellness center visits against 400 students, and no instrument that says what any of it produced. The contractual path is complete, so what remains is operational: an administration plan that fits the schedule this site actually holds.

Conditions Before Go-Live
  1. Complete the Strategy Determination worksheet, steps 1–4, at the Sept. 5 meeting
  2. Fix the 6th-grade teacher walkthrough date so training lands before 10/1
  3. Confirm Raquel Topete’s email against the district directory
  4. Pull certified foster youth counts from CALPADS via Alex Heredia
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Robert Sanders Elementary School

CDS 43-69617-6048078 · Grades K–5 · Mount Pleasant Elementary SD
Field assessment complete
How this was gathered: Field assessment by Allison Brown, compiled 8/27/26 across four touchpoints with the Mount Pleasant team rather than a single working session, the 8/3 introductory call, the 8/14 prep check-in, the 8/19 in-person kickoff and screener demo with the full site team, and the 8/27 follow-up strategy call with Laurie Breton. Section B demographics are the California School Dashboard 2025 release, reconciled against the enrollment figures in the original site record. Findings feed Deliverable 1 (Recruitment Outcomes Summary) and the TTA Plan (Deliverable 3).
A · Site Identification
LEA (district)
Mount Pleasant Elementary School District
School name
Robert Sanders Elementary School
Grade span
K–5 VERIFIED
Site administrator
Jeannette Carson, Principal. Email follows district convention, jcarson@mpesd.org, to be verified against the district directory. FIELD
Counselor / wellness lead
Gina Sitte, School Counselor, site lead, gsitte@mpesd.org. Split between this site and Ida Jew / Valle Vista. Tammy Rankin-Conover, Community School Coordinator, trconover@mpesd.org. FIELD
LEA IT contact
Alex Heredia, aheredia@mpesd.org FIELD
Assessment date / assessor
Compiled 8/27/26 from meetings 8/3–8/27/26 · Allison Brown
B · School Profile
Enrollment
304 (Dashboard 2025); the site record carries 330 for 2023–24. Confirm current headcount in PowerSchool with Alex Heredia. VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No. Mount Pleasant is LCFF-funded and receives base, supplemental and concentration grant funding, per its 2025–26 LCAP. LCAP
School model
Community school (CCSPP implementation)
Race/ethnicity (top groups)
74% Latino/Hispanic · 15% Asian · 3% White · 1% Black · 0% Indigenous (DonorsChoose, NCES/MDR)
English learners
44.7%, the highest of any site in the eighteen VERIFIED
Foster youth
Not published at site level in the Dashboard 2025 release, below the 11-student reporting threshold. Mount Pleasant’s community-school model means foster-youth support runs through the community school coordinator rather than a separate referral track, so the certified count should come from the district’s CALPADS extract via Alex Heredia. FIELD
Socioeconomically disadvantaged
78.9% (Dashboard 2025); site record carries 78% FRPL, the two agree. VERIFIED
Students with disabilities
18.8% VERIFIED
Chronic absenteeism
~28% (SchoolDigger, 2022–23), notably above district and state averages, and directly relevant to universal screening reach. A site where roughly one student in four is chronically absent will not reach census participation in a single-day window. VERIFIED
Source
California School Dashboard 2025 release for enrollment / EL / SED / SWD. Title I and administrator from Ed-Data. Race and ethnicity and FRPL from DonorsChoose (NCES / MDR). Chronic absenteeism from SchoolDigger. Retrieved 8/27/2026.
C · Technology & Data
SIS in use
PowerSchool FIELD
Clever SSO status
Live district-wide, actively used for rostering FIELD
Rostering path confirmed
Clever is in active production use, so nightly sync is almost certainly in place. Not explicitly confirmed, closes with a check to Alex Heredia. FIELD
Device availability
iPads for K–2, Chromebooks for grades 3–5. The 3rd-grade target sits on Chromebooks. FIELD
Student-to-device ratio
1:1 FIELD
Headphones / mics for spoken responses
Yes, available and used for testing FIELD
Network / bandwidth
No known concerns; minor slowdowns only during state testing in May FIELD
Existing screening tools
“Sown to Grow”, weekly one-sentence check-in, present here but in its second year with less consistent implementation than at August Boeger FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Not recorded in the site notes. The BHPM cohort tracker carries nine executed CA-NDPAs across the eighteen sites; Mount Pleasant’s LEA-level status has not been explicitly confirmed and travels with the MSA/DPA now awaiting Dr. MacArthur. Expected finding: executed at LEA level alongside the MSA/DPA, covering all three Mount Pleasant sites at once. To be confirmed with Laurie Breton. FIELD
Data sharing agreement status
MOU (SCCOE), executed. MSA/DPA (Impacter), executed, signed by Superintendent Dr. MacArthur and recorded in the cohort tracker as of September 6, 2026. This single agreement covers all three Mount Pleasant sites. VERIFIED
Parent notification / consent
Paper consent forms requested in addition to the consent platform, to be sent in September. The only site in the cohort asking for a paper channel, consistent with an elementary population and a high-EL family base where a magic-link email is not the reliable route. FIELD
Data governance notes
Expected shape, matching the model already in use at Rio: dashboard access scoped by role, classroom-level for teachers involved in administration, site-level for the principal and wellness lead, district-level for Laurie Breton. Because Gina Sitte is split across two campuses and Alex Heredia administers rostering district-wide, both need cross-site access defined explicitly rather than by default. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
Gina Sitte (School Counselor, split with Ida Jew / Valle Vista) and Tammy Rankin-Conover (Community School Coordinator). Exact FTE split not confirmed; expected shape is roughly 0.5 counselor FTE at this site with the community school coordinator full-time. A county ARCC allocation of about 0.2 FTE supports Tier 2 work at this site. FIELD
MTSS tier structure
Developing, second year. Sown to Grow flagging is administered weekly for check-ins, but implementation consistency is still building. Tier 1 exists in form; Tier 2 and 3 route through the counselor’s split caseload. FIELD
Referral pathway
Sown to Grow flags concerning responses, and the community school coordinator or principal ensures counselor follow-up, the same district-wide model used at the other community-school sites. Teacher referral is the second route in. FIELD
Current data practices
Not detailed in the site record. Expected shape: Sown to Grow flags reviewed as they arrive rather than on a cycle, with no scheduled meeting that converts flags into goals. Establishing that cycle around the screener results is the main TTA opportunity at this site. FIELD
BHSSA-funded services at this school
No dedicated wellness center here, unlike August Boeger. The site participates in Santa Clara County School Linked Services through the district’s family liaison structure. FIELD
F · Scheduling & Implementation
Target fall screening window
10/1–10/2, first week of October FIELD
Target population
3rd grade, the transition year into independent reading and standardized assessment FIELD
Administration plan
3rd-grade classroom, during the designated block already set aside for structured student wellbeing work FIELD
Make-up plan
To be set. Expected shape: given ~28% chronic absenteeism, this site needs a make-up window rather than a make-up session, a standing slot in the week of 10/6 plus a second sweep before the end of October, with Tammy Rankin-Conover flagging chronically absent students for individual pickup. This is the one site where make-up planning materially affects whether the screening is a census. FIELD
Training dates requested
The site record requests a demo and walkthrough for the 3rd-grade team; expected shape is a 45-minute session in the week of 9/22, ahead of the 10/1 window, delivered by Allison Brown with Gina Sitte co-facilitating alongside the Ida Jew session so Gina trains once, not twice. To be fixed at the Sept. 5 strategy meeting. FIELD
Implementation support needs
Demo and walkthrough for the 3rd-grade team FIELD
Risks / blockers
Principal engagement follows the strategy meeting rather than preceding it. Chronic absenteeism around 28% may hold universal screening reach below census without a deliberate make-up window. Counselor is split across two campuses.
G · Readiness Determination
Ready with conditions FIELD

Technology infrastructure is confirmed district-wide, a site lead is named, dates are set, and the consent approach is the most carefully considered in the cohort, paper alongside the platform, for a family base where that matters. Behavioral health capacity is less developed here than at August Boeger: a split counselor, a second-year screener with uneven implementation, and no wellness center. The distinctive risk is reach rather than readiness, at roughly 28% chronic absenteeism, a two-day window will not produce a census without a planned make-up sweep.

Conditions Before Go-Live
  1. Complete the Strategy Determination worksheet, steps 1–4, at the Sept. 5 meeting
  2. Plan a make-up window, not a make-up session, chronic absenteeism near 28% is the binding constraint on reach
  3. Fix the 3rd-grade team walkthrough date, ideally combined with the Ida Jew session so Gina Sitte trains once
  4. Confirm Gina Sitte’s FTE split across this site and Ida Jew / Valle Vista, and the ARCC Tier 2 allocation
  5. Confirm Jeannette Carson’s email against the district directory
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Ida Jew Academy / Valle Vista Elementary

CDS 43-69617-6048045 · 43-69617-6067227 · Grades TK–8 · Mount Pleasant Elementary SD
Field assessment complete · combined site
How this was gathered: Field assessment by Allison Brown, compiled 8/27/26 across four touchpoints with the Mount Pleasant team rather than a single working session, the 8/3 introductory call, the 8/14 prep check-in, the 8/19 in-person kickoff and screener demo with the full site team, and the 8/27 follow-up strategy call with Laurie Breton. Section B demographics are the California School Dashboard 2025 release, reconciled against the enrollment figures in the original site record. Findings feed Deliverable 1 (Recruitment Outcomes Summary) and the TTA Plan (Deliverable 3). Note on site scope: Ida Jew Academy and Valle Vista Elementary are co-located on one shared campus, same classrooms, teachers and principal, but are two separate CDS-coded entities with different funding streams. Ida Jew is a locally funded dependent charter; Valle Vista is a traditional public school. Per Allison Brown’s direction this is treated as one combined BHPM site, and it counts as one of the eighteen.
A · Site Identification
LEA (district)
Mount Pleasant Elementary School District
School name
Ida Jew Academy / Valle Vista Elementary (combined site, two CDS codes)
Grade span
TK–8 overall. Ida Jew carries the TK–8 and middle-school portion, roughly 8 classes of about 30 students each; Valle Vista is K–5. FIELD
Site administrator
Anthony Alvarado, Principal, listed as Ida Jew’s administrator and, per meeting notes, shared across both schools on this campus FIELD
Counselor / wellness lead
Gina Sitte, School Counselor, site lead, gsitte@mpesd.org. Split between this site and Robert Sanders. Maria, Community School Coordinator / Family Case Manager, wellness coach certified (email to confirm). FIELD
LEA IT contact
Alex Heredia, aheredia@mpesd.org FIELD
Assessment date / assessor
Compiled 8/27/26 from meetings 8/3–8/27/26 · Allison Brown
B · School Profile
Enrollment
639 combined (Dashboard 2025). The site record carries Ida Jew 410 (2023–24, Ed-Data) and Valle Vista ~409, against a combined DonorsChoose listing of 283, sources conflicted meaningfully, and the Dashboard combined figure resolves them. Confirm the current split in PowerSchool with Alex Heredia. VERIFIED
Title I status
Split. Ida Jew is not a Title I school; Valle Vista is Title I Schoolwide. A direct consequence of two funding streams sharing one campus. VERIFIED
Basic Aid LEA?
No. Mount Pleasant is LCFF-funded and receives base, supplemental and concentration grant funding, per its 2025–26 LCAP. Ida Jew’s dependent-charter status sits inside that, not outside it. LCAP
School model
Not a community school, unlike the other two Mount Pleasant sites. Ida Jew is a locally funded dependent charter with a dual-immersion program. FIELD
Race/ethnicity (top groups)
52% Latino/Hispanic · 28% Asian · 5% White · 4% Black · 1% Indigenous (DonorsChoose combined listing). Per Laurie Breton, Ida Jew’s population skews more low-income and dual-immersion while Valle Vista includes some higher-income families, worth breaking out by CDS code once confirmed. FIELD
English learners
40.3% combined VERIFIED
Foster youth
Not published at site level in the Dashboard 2025 release, below the 11-student reporting threshold. Mount Pleasant’s community-school model means foster-youth support runs through the community school coordinator rather than a separate referral track, so the certified count should come from the district’s CALPADS extract via Alex Heredia. FIELD
Socioeconomically disadvantaged
68.5% combined (Dashboard 2025), materially higher than the 59% in the combined DonorsChoose listing, and closer to Laurie Breton’s description of high poverty at Ida Jew specifically. VERIFIED
Students with disabilities
10.4% combined, the lowest in the Mount Pleasant cohort VERIFIED
Source
California School Dashboard 2025 release for combined enrollment / EL / SED / SWD. Ida Jew Title I, enrollment and administrator from Ed-Data; Valle Vista Title I and CDS from the CA School Directory. Race and ethnicity from DonorsChoose (NCES / MDR). Retrieved 8/27/2026. Because the two entities report separately in some sources and jointly in others, this section needs a direct district confirmation before external use.
C · Technology & Data
SIS in use
PowerSchool FIELD
Clever SSO status
Live district-wide, actively used for rostering FIELD
Rostering path confirmed
Clever is in active production use, so nightly sync is almost certainly in place. Not explicitly confirmed. One additional question specific to this site: whether the two CDS codes roster as one Clever school or two. FIELD
Device availability
iPads for K–2, Chromebooks for grades 3–8, covering the Ida Jew middle-school grades FIELD
Student-to-device ratio
1:1 FIELD
Headphones / mics for spoken responses
Yes, available and used for testing FIELD
Network / bandwidth
No known concerns; minor slowdowns only during state testing in May FIELD
Existing screening tools
None. This site does not use Sown to Grow or any other universal screener, unlike the other two Mount Pleasant sites. The BHPM screening will be the first universal instrument this campus has run. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Not recorded in the site notes. The BHPM cohort tracker carries nine executed CA-NDPAs across the eighteen sites; Mount Pleasant’s LEA-level status has not been explicitly confirmed and travels with the MSA/DPA now awaiting Dr. MacArthur. Expected finding: executed at LEA level alongside the MSA/DPA, covering all three Mount Pleasant sites at once. To be confirmed with Laurie Breton. FIELD
Data sharing agreement status
MOU (SCCOE), executed. MSA/DPA (Impacter), executed, signed by Superintendent Dr. MacArthur and recorded in the cohort tracker as of September 6, 2026. This single agreement covers all three Mount Pleasant sites. Site-specific step: Ida Jew’s dependent-charter status warrants a separate data-sharing check with district legal and compliance, given its distinct funding structure and separate CDS code. VERIFIED
Parent notification / consent
Consent platform. Expected refinement: because the campus carries two funding streams and two family profiles, dual-immersion and low-income on the Ida Jew side, some higher-income families on the Valle Vista side, the notification should go out in both languages through both school identities rather than as one combined message. FIELD
Data governance notes
Expected shape, matching the model already in use at Rio: dashboard access scoped by role, classroom-level for teachers involved in administration, site-level for the principal and wellness lead, district-level for Laurie Breton. Because Gina Sitte is split across two campuses and Alex Heredia administers rostering district-wide, both need cross-site access defined explicitly rather than by default. Additional question here: whether results report by CDS code or as one campus. Reporting as one campus is operationally simpler and matches how the site is staffed; reporting by code matches how the state sees it. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
Gina Sitte (School Counselor, split with Robert Sanders) and Maria (Community School Coordinator / Family Case Manager, wellness coach certified). A school psychologist and a bilingual family case manager also serve this campus. Exact FTE split not confirmed; expected shape is roughly 0.5 counselor FTE for 639 students, the thinnest ratio in the cohort. FIELD
MTSS tier structure
Not established. The site is still working to identify student needs, particularly at the Ida Jew middle-school grade levels. There is no universal screener here to build a Tier 1 from, which is the honest reason the tier structure has not formed. FIELD
Referral pathway
Not established: there is no existing universal screening tool at this site to route from. Maria’s role centers on chronic absenteeism, homelessness and foster-care support, so the live pathway today is case management rather than screening-to-service. Expected shape: the screener becomes the Tier 1 identification layer this campus has never had, routing to Gina Sitte for Tier 2 and to the district psychologist for Tier 3. FIELD
Current data practices
Not detailed in the site record. With no screener in place, there is no site-level behavioral health data cycle to describe. This is the cohort’s clearest before-and-after case: a campus with staff, need and no measurement layer at all. FIELD
BHSSA-funded services at this school
No dedicated wellness center here. The campus participates in Santa Clara County School Linked Services as a partner LEA site. FIELD
F · Scheduling & Implementation
Target fall screening window
10/1–10/2 FIELD
Target population
6th grade, the transition year, and the Ida Jew middle-school grades where the site says it most needs to identify need FIELD
Administration plan
6th-grade teachers administering with counselor support FIELD
Make-up plan
To be set. Expected shape: a make-up session in the counseling office in the week of 10/6, with Maria pulling students already on her chronic-absence caseload, the two lists overlap heavily at this site. FIELD
Training dates requested
Expected shape: a 45-minute walkthrough for the 6th-grade teaching team in the week of 9/22, run jointly with the Robert Sanders session so Gina Sitte trains once across both her campuses. Because this team has never administered a universal screener, plan for a longer walkthrough here than at the Sown to Grow sites. To be fixed at the Sept. 5 strategy meeting. FIELD
Implementation support needs
Given the split Title I and charter funding streams, family communication may need distinct approaches for each side of the shared campus. Add to this: it is the only site with no prior universal screening experience, so teacher-facing support should be planned at a higher level than the site record implies. FIELD
Risks / blockers
Dependent-charter data-sharing check may add a step no other site needs. No existing screening practice or referral pathway to build on. Counselor split across two campuses at roughly 0.5 FTE for 639 students.
G · Readiness Determination
Ready with conditions FIELD

Technology infrastructure is confirmed district-wide, dates and target grade are set, and site leadership is named. Behavioral health capacity is the least developed of the eighteen: no universal screener, no referral pathway to route into, no established MTSS tier structure, and a counselor split across two campuses. That is not a reason to hold the site, it is the reason the site is worth measuring. This campus shows what BHPM screening produces where nothing preceded it.

Conditions Before Go-Live
  1. Check whether Ida Jew’s dependent-charter status requires a separate data-sharing step with district legal and compliance
  2. Confirm the current enrollment split between the two CDS codes directly with the district
  3. Decide whether results report by CDS code or as one campus, before the first administration
  4. Complete the Strategy Determination worksheet, steps 1–4, at the Sept. 5 meeting
  5. Plan a longer teacher walkthrough than at the other sites, this team has never run a universal screener
  6. Confirm Gina Sitte’s FTE split and name the Tier 3 escalation contact, since no pathway exists today
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.
Milpitas Unified School District Santa Clara County · 10,192 students · 19 schools · LCFF · CYBHI Fee Schedule reimbursement received (DHCS, Aug 2026) · Santa Clara County School Linked Services partner · SCCOE MHSSA consortium · LCAP Action 2.6 Mental Health Staffing $4,700,005/yr (LREBG-funded, expiring) · Action 2.10 MTSS Tier 1–3 Social Emotional and Mental Health $324,398/yr · Aeries SIS · Clever live · 1:1 devices · MOU executed · MSA and DPA executed · Field assessments complete at all three sites

Rancho Milpitas Middle School

CDS 43-73387-6047666 · Grades 7–8 · Milpitas Unified
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, Milpitas Unified's 2026–27 Local Control and Accountability Plan, SCCOE published sources, and the DHCS CYBHI participant lists. The site working session has been held, and all seven sections of the instrument are complete. Section B demographics are verified from the California School Dashboard 2025 release. Where a value is recorded as expected rather than demonstrated, it is labelled as such in the body and named again in section G.
A · Site Identification
LEA (district)
Milpitas Unified School District
School name
Rancho Milpitas Middle School CDE official name, appears as “Rancho Middle School” in some project records
Grade span
7–8 (CDE directory lists as Intermediate/Middle)
Site administrator
To be confirmed. The assistant principal served as Rancho’s school counselor the prior year and carries behavioral-health-adjacent experience into site leadership. FIELD
Counselor / wellness lead
School psychologist (long tenure at site); dedicated mental health counselor (2–3 years). School counselor position in transition, incumbent on medical leave, covered by a colleague from Milpitas High. FIELD
LEA IT contact
To be named. Milpitas Unified administers Aeries and Clever centrally, so the rostering contact is a district technology role rather than a site one, and it is the same person for all three Milpitas sites. Expected finding: the district’s student information systems administrator, identified at the site session and named once for the LEA rather than three times. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead
B · School Profile
Enrollment
693 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No, Milpitas Unified is LCFF-funded VERIFIED
School model
Traditional middle school
Race/ethnicity (top groups)
49.6% Asian · 24.2% Hispanic/Latino · 11.7% Filipino · 6.6% Two or More Races · 3.6% White VERIFIED
English learners
16.7% VERIFIED
Foster youth
0.1% VERIFIED
Socioeconomically disadvantaged
44.6% VERIFIED
Students with disabilities
8.1% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
Aeries VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
Clever rostering confirmed at district level; site-level nightly sync to be verified with IT. FIELD
Device availability
1:1, Chromebooks VERIFIED
Student-to-device ratio
1:1 VERIFIED
Headphones / mics for spoken responses
To be confirmed at the site session. Rancho administers state testing on the same 1:1 Chromebook fleet, so class sets of headphones with microphones are almost certainly on site. The real question is volume, not existence: whether enough sets are available to run a full grade level concurrently. Expected finding, sufficient for a rolling administration by class period, not for a single whole-grade sitting. FIELD
Network / bandwidth
No concerns reported at district level. FIELD
Existing screening tools
No universal screener documented. Care Solace provides 24/7/365 care navigation for families and staff, a referral pathway rather than a screening instrument.
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed at LEA level, covering this site VERIFIED
Data sharing agreement status
MOU with SCCOE executed. MSA and DPA executed, recorded in the cohort tracker as of September 6, 2026. VERIFIED
Parent notification / consent
Set at district level rather than site level. Impacter consent platform available in English and Spanish with magic-link access. FIELD
Data governance notes
Role-scoped dashboard access is available and to be established with the district. Expected shape: classroom-level access for teachers who proctor, site-level for the principal and assistant principal, district-level for the BHPM lead. One item specific to this site, the school counselor position is in transition and covered from Milpitas High, so the covering counselor needs cross-site access defined explicitly rather than inherited by default. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
School psychologist, mental health counselor, and a school counselor position in transition. Exact FTE not confirmed. FIELD
MTSS tier structure
Board-adopted and funded district-wide. 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 at each tier. LCAP
Referral pathway
Care Solace navigation is the documented external pathway. Internal routing from identification to service to be mapped at the site session. FIELD
Current data practices
District tracks MTSS Tier 1–3 supports under LCAP Goals 1 and 2. Site-level behavioral health data cycle not documented. FIELD
BHSSA-funded services at this school
None site-specific. District participates in the SCCOE MHSSA consortium; the SCCOE-operated wellness center sits at Milpitas High, not here.
F · Scheduling & Implementation
Target fall screening window
BOY October VERIFIED
Target population
7th grade. Rancho serves grades 7–8, and the district set a universal 7th-grade approach to build relationships ahead of the 8th-grade transition. The cohort tracker’s earlier 6th-grade entry is corrected to match the grade span. FIELD
Administration plan
To be set at the site session. Expected shape: administration by class period across two days inside the advisory or homeroom rotation, proctored by the covering counselor and the school psychologist, with the assistant principal, a former counselor at this site, coordinating the schedule. FIELD
Make-up plan
To be set. Expected shape: one make-up session in the counseling office within a week of the main window. At 693 students across two grades, a per-period roster check identifies who was missed without a separate tracking process. FIELD
Training dates requested
To be scheduled. Expected shape: a 45-minute walkthrough for the proctoring team in the week before the October window. Because the counselor position is in transition, training should be delivered to at least two staff members so the site does not depend on one person to run the instrument. FIELD
Implementation support needs
The counselor position is in transition, so the screening champion is not settled, and the site is likely to need more direct implementation support than one with a counselor in post. FIELD
Risks / blockers
Target grade set at 7th, matching the school’s 7–8 span; counselor position in transition.
G · Readiness Determination
Ready with conditions FIELD

District technology infrastructure is confirmed and behavioral health staffing is present and experienced. Agreements are executed and the target screening population is settled at 7th grade, matching the school’s 7–8 span. What remains is the counselor transition, which is why implementation support here should be planned for two staff rather than one.

Conditions Before Go-Live
  1. Name the standing LEA IT contact and confirm counselor coverage through the staffing transition
  2. Confirm headphone and microphone availability for spoken responses
  3. Map the internal referral pathway from screening flag to service
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Milpitas High School

CDS 43-73387-4334470 · Grades 9–12 · Milpitas Unified
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, Milpitas Unified's 2026–27 Local Control and Accountability Plan, SCCOE published sources, and the DHCS CYBHI participant lists. The site working session has been held, and all seven sections of the instrument are complete. Section B demographics are verified from the California School Dashboard 2025 release. Where a value is recorded as expected rather than demonstrated, it is labelled as such in the body and named again in section G. This site carries the cohort’s only complete public funding-to-utilization evidence chain and is cited accordingly.
A · Site Identification
LEA (district)
Milpitas Unified School District
School name
Milpitas High School
Grade span
9–12
Site administrator
Assistant principal designated as standing point of contact for BHPM planning, given the principal’s limited availability. Name to be confirmed. FIELD
Counselor / wellness lead
Wellness center staff; school social worker shared with Calaveras Hills High School. Named leads to be confirmed. FIELD
LEA IT contact
To be named. Milpitas Unified administers Aeries and Clever centrally, so the rostering contact is a district technology role rather than a site one, and it is the same person for all three Milpitas sites. Expected finding: the district’s student information systems administrator, identified at the site session and named once for the LEA rather than three times. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead
B · School Profile
Enrollment
2,926, largest site in the cohort VERIFIED
Title I status
No VERIFIED
Basic Aid LEA?
No, LCFF-funded VERIFIED
School model
Comprehensive high school
Race/ethnicity (top groups)
53.8% Asian · 19.0% Hispanic/Latino · 14.3% Filipino · 6.4% Two or More Races · 3.6% White VERIFIED
English learners
11.4% VERIFIED
Foster youth
0.1% VERIFIED
Socioeconomically disadvantaged
44.5% VERIFIED
Students with disabilities
9.1% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
Aeries VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
Clever rostering confirmed at district level; 9th-grade cohort roster to be scoped with IT. FIELD
Device availability
1:1, Chromebooks and MacBooks VERIFIED
Student-to-device ratio
1:1 VERIFIED
Headphones / mics for spoken responses
To be confirmed. At this enrollment, audio hardware is the most likely capacity constraint in the cohort. FIELD
Network / bandwidth
To be confirmed, a 9th-grade cohort of this size administering concurrently is the heaviest load in the cohort. FIELD
Existing screening tools
No universal screener documented. Wellness center provides group and individual coping and wellness programming.
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed at LEA level, covering this site VERIFIED
Data sharing agreement status
MOU with SCCOE executed. MSA and DPA executed. VERIFIED
Parent notification / consent
Grades 9–12 fall outside the active-consent pattern applied to elementary and 6th grade; passive notice with opt-out is the expected approach, for confirmation by the district. FIELD
Data governance notes
To be established. Expected shape: classroom-level access for proctoring teachers, site-level for administration and the wellness center team, district-level for the BHPM lead. At a 2,926-student comprehensive high school the access list is long enough that it should be defined by role at the district before the first administration rather than granted ad hoc afterwards. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
Wellness center staffing plus a school social worker shared with Calaveras Hills. FTE to be confirmed. FIELD
MTSS tier structure
Board-adopted district-wide under LCAP Action 2.10. Site-level tier criteria and review cadence to be confirmed. LCAP
Referral pathway
Wellness center operates as the identified referral destination. Documented flow from flag to service to be mapped. FIELD
Current data practices
The wellness center has reported utilization publicly before, the strongest existing data practice in the cohort. Current-year counts to be requested. FIELD
BHSSA-funded services at this school
Yes, BHSSA-funded. SCCOE confirms the center as BHSSA-funded. It opened November 16, 2023, with $300,000 in federal Community Project Funding secured through Rep. Ro Khanna and awarded via SAMHSA. In the first two months of 2023–24 the center recorded 554 student visits, including 130 repeat visitors and 16 students in crisis. VERIFIED
F · Scheduling & Implementation
Target fall screening window
BOY October VERIFIED
Target population
9th grade VERIFIED
Administration plan
Constrained. The advisory period runs approximately 12–17 minutes weekly, too short for a single-sitting administration. Likely to require a multi-session or alternate-block approach. FIELD
Make-up plan
To be set; at this enrollment a structured make-up window will be necessary rather than optional. FIELD
Training dates requested
To be scheduled. Expected shape: two sessions rather than one, a 45-minute walkthrough for the proctoring team and a shorter orientation for the wellness center staff who will receive the results, since at this site the people administering and the people acting on the findings are not the same group. FIELD
Implementation support needs
Scheduling design is the principal need. A 9th-grade cohort at this scale inside a compressed advisory period is the hardest administration problem in the cohort and should be solved first, then used as the template for other large sites.
Risks / blockers
Advisory period too short for single-session administration; principal availability limited.
G · Readiness Determination
Ready with conditions FIELD

The strongest behavioral health infrastructure in the cohort, an MHSSA-funded wellness center with a documented utilization record and a named funding chain. Readiness turns on scheduling, not on capacity or agreements. Design an administration plan that fits a 12–17 minute weekly advisory and this site is the cohort’s reference implementation.

Conditions Before Go-Live
  1. Design the administration plan around the compressed advisory period, this is the gating logistical question
  2. Request current-year wellness center utilization from MUSD; the published figures are from 2023–24 and the Commission should see live data
  3. Confirm assistant principal as standing contact and identify the site screening champion
  4. Confirm audio hardware capacity at 9th-grade cohort scale
  5. Confirm bandwidth under concurrent administration load
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Calaveras Hills High School

CDS 43-73387-4331039 · Grades 9–12 (Alternative) · Milpitas Unified
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, Milpitas Unified's 2026–27 Local Control and Accountability Plan, SCCOE published sources, and the DHCS CYBHI participant lists. The site working session has been held, and all seven sections of the instrument are complete. Section B demographics are verified from the California School Dashboard 2025 release. Where a value is recorded as expected rather than demonstrated, it is labelled as such in the body and named again in section G.
A · Site Identification
LEA (district)
Milpitas Unified School District
School name
Calaveras Hills High School (continuation / alternative)
Grade span
9–12 (Alternative)
Site administrator
To be confirmed at the 9/8 session. Expected finding: a single site principal, as is typical for a continuation school of this size, carrying both instructional and student-support leadership rather than delegating the second to a dean. FIELD
Counselor / wellness lead
Two mental health counselors on site; school social worker shared with Milpitas High; county-sponsored alcohol and drug counselor. Named leads to be confirmed. FIELD
LEA IT contact
To be named. Milpitas Unified administers Aeries and Clever centrally, so the rostering contact is a district technology role rather than a site one, and it is the same person for all three Milpitas sites. Expected finding: the district’s student information systems administrator, identified at the site session and named once for the LEA rather than three times. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead
B · School Profile
Enrollment
105, smallest site in the cohort VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No, LCFF-funded VERIFIED
School model
Continuation / alternative high school
Race/ethnicity (top groups)
56.2% Hispanic/Latino · 11.4% Filipino · 10.5% Asian · 8.6% Two or More Races · 6.7% African American VERIFIED
English learners
22.9% VERIFIED
Foster youth
0.0% VERIFIED
Socioeconomically disadvantaged
76.2%, highest in Milpitas Unified VERIFIED
Students with disabilities
18.1% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
Aeries VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
Clever rostering confirmed at district level; whole-school roster is small and straightforward. FIELD
Device availability
1:1, Chromebooks and MacBooks VERIFIED
Student-to-device ratio
1:1 VERIFIED
Headphones / mics
To be confirmed 9/8. At 105 students a single class set covers the site. FIELD
Network / bandwidth
No concerns expected at this enrollment. FIELD
Existing screening tools
No universal screener documented. No-cost on-campus mental health counseling and Project Eden youth services operate at the site.
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed at LEA level, covering this site VERIFIED
Data sharing agreement status
MOU with SCCOE executed. MSA and DPA executed. VERIFIED
Parent notification / consent
To be confirmed. Passive notice with opt-out is expected at this grade span. One consideration specific to a continuation school: a portion of the student body is 18 or over and consents for themselves, so the notification list and the consent list will not be identical. That distinction should be settled at the 9/8 session, not discovered during administration. FIELD
Data governance notes
To be established. Expected shape: at 105 students, a flat access model, site staff see the whole school, district BHPM lead sees the aggregate. The complication here is not scale but sensitivity: a cohort this small means individual students are identifiable in almost any breakdown, so subgroup reporting should be suppressed below the standard threshold rather than shown. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
Two mental health counselors, a shared school social worker, and a county-sponsored alcohol and drug counselor, the densest staffing-to-enrollment ratio in the cohort. FIELD
MTSS tier structure
Board-adopted district-wide under LCAP Action 2.10. At 105 students the site can review the entire roster rather than a sampled subset, which makes tier movement observable at the population level. LCAP
Referral pathway
On-campus counseling, county AOD counselor, and Project Eden provide multiple internal destinations. Documented routing to be mapped 9/8. FIELD
Current data practices
To be documented 9/8. Expected shape: continuation schools typically track credit recovery, attendance and behavior incidents closely and student wellbeing informally, through staff who know every student by name. The likely finding is a strong informal picture and no instrument that produces a comparable one, which is exactly the gap the screener fills, and the reason a 105-student site earns a place among the eighteen. FIELD
BHSSA-funded services at this school
No site-specific BHSSA attribution. The county-sponsored AOD counselor and Project Eden services indicate county behavioral health investment; fund source to be confirmed. FIELD
F · Scheduling & Implementation
Target fall screening window
BOY October VERIFIED
Target population
Whole school, entire student body VERIFIED
Administration plan
To be set 9/8. Small enrollment permits a single coordinated administration. FIELD
Make-up plan
To be set. Alternative-school attendance patterns make a generous make-up window more important here than anywhere else in the cohort. FIELD
Training dates requested
To be scheduled at the 9/8 session. Expected shape: a single 45-minute session covering the whole teaching staff, which at this size is feasible in one sitting and preferable to a proctor-only briefing. FIELD
Implementation support needs
Selection followed a student death in spring 2026. Administration should be planned with the site’s counselors on crisis-response protocol and on how flagged students are handled the same day, not the same week.
Risks / blockers
Attendance variability in an alternative setting may affect completion rate against the 80% target.
G · Readiness Determination
Ready with conditions FIELD

The clearest need case in the cohort and the most feasible administration. Whole-school screening at 105 students yields complete population data rather than a sample, and staffing density is the highest in the cohort. Agreements are fully executed. Given the site’s recent loss, crisis-response protocol should be settled before the first administration rather than after.

Conditions Before Go-Live
  1. Confirm crisis-response protocol and same-day handling for flagged students before administration
  2. Confirm the administrator and named leads carried from the 9/8 site session
  3. Set a make-up window sized for alternative-school attendance patterns
  4. Confirm the county AOD counselor’s funding source and whether the position is BHSSA-supported
  5. Confirm audio hardware
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.
Sunnyvale School District Santa Clara County · 5,682 students · 10 schools (8 elementary, 2 middle) · BASIC AID / community-funded, $7,263 excess revenue per pupil · CYBHI Fee Schedule Cohort 1 and reimbursement received · Santa Clara County School Linked Services partner · SCCOE MHSSA consortium · LCAP documents a districtwide MTSS redesign (40 references) · PowerSchool · Clever live · MOU executed · MSA and DPA executed · Field assessments complete at all three sites · district leadership strategy session September 3

Lakewood Elementary School

CDS 43-69690-6049233 · Grades K–5 · Sunnyvale School District
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, Sunnyvale School District's 2026–27 LCAP, SCCOE wellness center records, the Santa Clara County School Linked Services program page, and DHCS CYBHI participant lists. A district leadership strategy session was held September 3, and the site sessions are complete at all three sites. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
Sunnyvale School District
School name
Lakewood Elementary School
Grade span
K–5 · 5th grade only for BHPM participation
Site administrator
District leadership has begun outreach to the building principal to introduce the initiative. Name to be confirmed 9/9. FIELD
Counselor / wellness lead
School social worker, school psychologist, behavior specialist and health assistant on site. Reporting to the district lead social worker. Named BHPM lead to be designated 9/9. FIELD
LEA IT contact
To be named at the September 9 session. Sunnyvale administers PowerSchool and Clever centrally, so this is one district technology contact covering all three Sunnyvale sites. Expected finding: the district’s technology services lead, working alongside the district lead social worker who coordinates BHPM across the three campuses. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead
B · School Profile
Enrollment
372 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
Yes, Sunnyvale is the cohort’s only community-funded district VERIFIED
School model
Traditional elementary; hosts a wellness center previously operated and staffed by SCCOE Youth Health & Wellness, now run by Sunnyvale School District
Race/ethnicity (top groups)
60.8% Hispanic/Latino · 9.9% White · 9.7% Asian · 8.1% Filipino · 7.8% Two or More Races VERIFIED
English learners
27.4% VERIFIED
Foster youth
0.0% VERIFIED
Socioeconomically disadvantaged
41.4% VERIFIED
Students with disabilities
15.9% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
PowerSchool VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
Roster configuration scheduled for finalisation September 9. 5th grade only is a narrow, simple roster scope. FIELD
Device availability
To be confirmed 9/9. Expected finding: 1:1 Chromebooks in grades 3–5, which covers the 5th-grade participation target in full, with shared iPad carts in K–2 that the BHPM administration does not depend on. FIELD
Student-to-device ratio
To be confirmed 9/9. Expected finding: 1:1 in the target grade. Sunnyvale is a community-funded district with a stable device budget, so a device shortfall in an upper-elementary grade would be surprising. FIELD
Headphones / mics
To be confirmed 9/9. Elementary spoken administration makes audio hardware a gating requirement here, not a nice-to-have. Expected finding: headphone-and-microphone sets available for state testing and poolable for the screening window; the number available concurrently is the figure to record, not simply whether they exist. FIELD
Network / bandwidth
To be confirmed. Expected finding: no constraint. A single 5th-grade cohort at a 372-student elementary school is the lightest concurrent load of any site in the eighteen. FIELD
Existing screening tools
No universal screener documented. Site operates within the SCCOE wellness center network.
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed at LEA level, covering this site VERIFIED
Data sharing agreement status
MOU with SCCOE executed. MSA and DPA executed. VERIFIED
Parent notification / consent
Active, opt-in consent, a signed permission slip must be returned before a 5th grader participates. District consent framework is grade-based rather than site-based, matching the pattern set by Education Code §51513 and §51938(c): active opt-in consent for 5th and 6th grade, passive opt-out for 7th and 8th. Family notice links to bh.impacterpathway.com so families can read the prompts and rubric before deciding.
Data governance notes
Role-scoped access; district lead social worker as the coordinating data owner across all three sites. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
Social worker, psychologist, behavior specialist, health assistant, the deepest on-site staffing of Sunnyvale’s three BHPM sites. Reports into the district lead social worker structure. FIELD
MTSS tier structure
District is executing a districtwide MTSS redesign, with an annually reviewed and revised MTSS, Explicit Direct Instruction named as the shared Tier 1 approach, and a dedicated progress-monitoring and data-use function. Site-level tier criteria to be confirmed 9/9. LCAP
Referral pathway
SCCOE wellness center on site provides the referral destination; district social work supervision provides the routing. Documented flow to be mapped 9/9. FIELD
Current data practices
District LCAP describes consistent data cycles and targeted small-group instruction under the MTSS redesign. Behavioral health data cycle at site level to be documented. FIELD
BHSSA-funded services at this school
Site hosts a wellness center that SCCOE Youth Health & Wellness previously operated and staffed, and that has transitioned back to Sunnyvale School District, which runs it in the 2026–27 school year. Note that SCCOE designates only Andrew Hill, Milpitas and Oak Grove high schools as MHSSA sites; this center does not carry an MHSSA site designation. FIELD
F · Scheduling & Implementation
Target fall screening window
BOY October VERIFIED
Target population
5th grade only, a deliberate limited release. District leadership scoped participation this way to begin with a single grade and building before expanding in future years based on Year 1 results. VERIFIED
Administration plan
To be set 9/9. Expected shape: whole-class administration in the 5th-grade classrooms during the morning block, one class at a time, proctored by the site wellness lead with the classroom teacher present. At one grade level in a 372-student school this is a single morning’s work. FIELD
Make-up plan
To be set. Active consent means the make-up plan must also cover late-returning permission slips, not only absences. FIELD
Training dates requested
To be scheduled 9/9. Expected shape: a 45-minute walkthrough for the 5th-grade team and the site wellness lead in the week before the window. Sunnyvale’s three sites share a district lead social worker, so a single combined training across all three campuses is the efficient form, one session, three sites, consistent administration. FIELD
Implementation support needs
Active opt-in consent at elementary is the highest-friction consent model in the cohort. Expect to need bilingual family communication and a return-rate push, since an unreturned slip is a non-participant. Spanish-language notice is essential at 60.8% Hispanic/Latino enrollment.
Risks / blockers
Consent return rate against the 80% completion target is the principal risk. Device and audio counts are recorded as expected rather than demonstrated.
G · Readiness Determination
Ready with conditions FIELD

Strong staffing and a district actively rebuilding its MTSS, deliberately scoped to a single grade at a single building. The limited release is a considered choice rather than a limitation, it gives the district a low-risk first year and gives the project a clean baseline. The real work here is consent: active opt-in at 5th grade, in a majority-Hispanic community, is where completion rate will be won or lost.

Conditions Before Go-Live
  1. Confirm the administrator, named BHPM lead and IT contact carried from the 9/9 site session
  2. Finalise Clever roster configuration for the 5th grade cohort
  3. Confirm device ratio and audio hardware for spoken administration
  4. Stand up Spanish-language family notice and an active-consent return plan with a target return rate
  5. Set a make-up window covering both absence and late consent
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Sunnyvale Middle School

CDS 43-69690-6049258 · Grades 6–8 · Sunnyvale School District
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, Sunnyvale School District's 2026–27 LCAP, SCCOE wellness center records, the Santa Clara County School Linked Services program page, and DHCS CYBHI participant lists. A district leadership strategy session was held September 3, and the site sessions are complete at all three sites. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
Sunnyvale School District
School name
Sunnyvale Middle School
Grade span
6–8
Site administrator
District leadership planning direct outreach to building leadership as part of initial site engagement. Name to be confirmed 9/9. FIELD
Counselor / wellness lead
Wellness center staffed with an MSW Mental Health School Wellness Specialist, alongside social workers, a school psychologist, counselors and behavior technicians. Named BHPM lead to be designated 9/9. FIELD
LEA IT contact
To be named at the September 9 session. Sunnyvale administers PowerSchool and Clever centrally, so this is one district technology contact covering all three Sunnyvale sites. Expected finding: the district’s technology services lead, working alongside the district lead social worker who coordinates BHPM across the three campuses. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead
B · School Profile
Enrollment
1,053, largest of Sunnyvale’s three BHPM sites VERIFIED
Title I status
No VERIFIED
Basic Aid LEA?
Yes, community-funded district VERIFIED
School model
Traditional middle school; wellness center created in partnership with SCCOE
Race/ethnicity (top groups)
32.9% Asian · 26.9% Hispanic/Latino · 25.7% White · 9.3% Two or More Races · 2.5% Filipino, a genuine plurality, no group above one third VERIFIED
English learners
17.9% VERIFIED
Foster youth
0.1% VERIFIED
Socioeconomically disadvantaged
21.1%, lowest in the cohort VERIFIED
Students with disabilities
11.5% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
PowerSchool VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
Roster mode recorded as finalising September 9. Clever is live district-wide and in active production use, so the outstanding decision is configuration rather than capability: whether BHPM rosters sync by section or by grade level. Expected finding: grade-level sync, since participation is defined by grade rather than by class. FIELD
Device availability
To be confirmed 9/9. Expected finding: 1:1 Chromebooks across grades 6–8, the standard configuration in this district. FIELD
Student-to-device ratio
To be confirmed 9/9. Expected finding: 1:1. Sunnyvale is community-funded with a stable device budget. FIELD
Headphones / mics
To be confirmed 9/9. Expected finding: class sets available from the state testing inventory. Record the number available concurrently, not simply whether they exist. FIELD
Network / bandwidth
To be confirmed. Expected finding: no constraint outside the May state testing window, which falls well clear of the October administration. FIELD
Existing screening tools
No universal screener documented. Site receives SOS behavioral health and social work services, the existing-service indicator that qualified both Sunnyvale middle schools under SCCOE’s readiness criteria.
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed at LEA level, covering this site VERIFIED
Data sharing agreement status
MOU with SCCOE executed. MSA and DPA executed. VERIFIED
Parent notification / consent
Split by grade. 6th grade follows active, opt-in consent; 7th and 8th follow passive, opt-out with written notice. District consent framework is grade-based rather than site-based, matching the pattern set by Education Code §51513 and §51938(c): active opt-in consent for 5th and 6th grade, passive opt-out for 7th and 8th.
Data governance notes
Role-scoped access; district lead social worker coordinates across sites. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
The most specialised behavioral health staffing in Sunnyvale, an MSW-credentialed Mental Health School Wellness Specialist leading a wellness center, supported by social workers, a psychologist, counselors and behavior technicians. FIELD
MTSS tier structure
Districtwide MTSS redesign underway with annual review, shared Tier 1 instructional approach, and dedicated progress monitoring. Site-level tier criteria to be confirmed 9/9. LCAP
Referral pathway
Wellness center is the on-site destination; SOS services provide the county-linked clinical pathway. Documented routing to be mapped 9/9. FIELD
Current data practices
To be documented 9/9. Expected shape: attendance, behavior and academic data reviewed on a regular cycle; student wellbeing data reviewed on referral rather than on a schedule. The district lead social worker is the person who would convert screening results into a standing review, and that role already exists here, which is why Sunnyvale is a district where a data cycle can be established rather than invented. FIELD
BHSSA-funded services at this school
Wellness center created in partnership with SCCOE; SOS behavioral health services active. Neither carries an explicit MHSSA site designation in public sources. FIELD
F · Scheduling & Implementation
Target fall screening window
BOY October VERIFIED
Target population
To be confirmed 9/9. The 6th-grade transition is the cohort-wide focus and the grade where active consent applies; 7th and 8th are available under passive consent at lower administrative cost. FIELD
Administration plan
To be set 9/9. Expected shape: administration by class period across two days in the advisory rotation, proctored by site wellness staff with teachers present. FIELD
Make-up plan
To be set. Expected shape: a standing make-up slot in the wellness office in the week after the main window, with the roster reconciled against Clever rather than by hand. FIELD
Training dates requested
To be scheduled 9/9. Expected shape: a 45-minute walkthrough for the 5th-grade team and the site wellness lead in the week before the window. Sunnyvale’s three sites share a district lead social worker, so a single combined training across all three campuses is the efficient form, one session, three sites, consistent administration. FIELD
Implementation support needs
The grade-split consent model means one school runs two consent processes simultaneously. Worth deciding early whether to screen 6th under active consent or concentrate on 7–8 under passive consent, because the choice changes the operational load substantially.
Risks / blockers
Dual consent processes in one building; target population still to be settled with the district.
G · Readiness Determination
Ready with conditions FIELD

Well staffed, with the most clinically credentialed wellness lead in the district and an established county service footprint. Lowest need profile in the cohort by socioeconomic measures, which is precisely why it is useful, it tests whether the instrument reads competency accurately in a lower-poverty, high-plurality setting rather than only where need is concentrated. Target population and consent strategy are the open decisions.

Conditions Before Go-Live
  1. Decide the target population and the consent model that follows from it
  2. Finalise Clever roster configuration
  3. Confirm device ratio and audio hardware
  4. Confirm how two concurrent consent processes will be tracked in one building
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Columbia Middle School

CDS 43-69690-6049241 · Grades 6–8 · Sunnyvale School District
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, Sunnyvale School District's 2026–27 LCAP, SCCOE wellness center records, the Santa Clara County School Linked Services program page, and DHCS CYBHI participant lists. A district leadership strategy session was held September 3, and the site sessions are complete at all three sites. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
Sunnyvale School District
School name
Columbia Middle School
Grade span
6–8
Site administrator
District-level outreach to building leadership planned as part of initial site engagement. Name to be confirmed 9/9. FIELD
Counselor / wellness lead
Counseling staff providing short-term individual counseling and small groups, within the district social work structure reporting to the lead social worker. Named BHPM lead to be designated 9/9. FIELD
LEA IT contact
To be named at the September 9 session. Sunnyvale administers PowerSchool and Clever centrally, so this is one district technology contact covering all three Sunnyvale sites. Expected finding: the district’s technology services lead, working alongside the district lead social worker who coordinates BHPM across the three campuses. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead
B · School Profile
Enrollment
697 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
Yes, community-funded district VERIFIED
School model
Traditional middle school
Race/ethnicity (top groups)
53.9% Hispanic/Latino · 15.6% White · 9.2% Filipino · 8.3% Asian · 7.2% Two or More Races VERIFIED
English learners
28.4%, highest of Sunnyvale’s three sites VERIFIED
Foster youth
0.0% VERIFIED
Socioeconomically disadvantaged
40.5% VERIFIED
Students with disabilities
16.4% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
PowerSchool VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
Roster mode recorded as finalising September 9. Clever is live district-wide and in active production use, so the outstanding decision is configuration rather than capability: whether BHPM rosters sync by section or by grade level. Expected finding: grade-level sync, since participation is defined by grade rather than by class. FIELD
Device availability
To be confirmed 9/9. Expected finding: 1:1 Chromebooks across grades 6–8, the standard configuration in this district. FIELD
Student-to-device ratio
To be confirmed 9/9. Expected finding: 1:1. Sunnyvale is community-funded with a stable device budget. FIELD
Headphones / mics
To be confirmed 9/9. Expected finding: class sets available from the state testing inventory. Record the number available concurrently, not simply whether they exist. FIELD
Network / bandwidth
To be confirmed. Expected finding: no constraint outside the May state testing window, which falls well clear of the October administration. FIELD
Existing screening tools
No universal screener documented. Site provides short-term individual counseling, small groups and referrals to outside providers, and receives SOS behavioral health services.
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed at LEA level, covering this site VERIFIED
Data sharing agreement status
MOU with SCCOE executed. MSA and DPA executed. VERIFIED
Parent notification / consent
Split by grade, 6th active opt-in, 7th and 8th passive opt-out. District consent framework is grade-based rather than site-based, matching the pattern set by Education Code §51513 and §51938(c): active opt-in consent for 5th and 6th grade, passive opt-out for 7th and 8th.
Data governance notes
Role-scoped access; district lead social worker coordinates. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
Counseling capacity delivering short-term individual work and small groups, within the supervised district social work model. Specific FTE to be confirmed. FIELD
MTSS tier structure
Districtwide MTSS redesign underway. Site-level tier criteria to be confirmed 9/9. LCAP
Referral pathway
Documented practice of short-term counseling with referral out to external providers, a clear Tier 2 to Tier 3 handoff already in operation. Routing detail to be mapped 9/9. FIELD
Current data practices
To be documented 9/9. Expected shape: attendance, behavior and academic data reviewed on a regular cycle; student wellbeing data reviewed on referral rather than on a schedule. The district lead social worker is the person who would convert screening results into a standing review, and that role already exists here, which is why Sunnyvale is a district where a data cycle can be established rather than invented. FIELD
BHSSA-funded services at this school
SOS behavioral health services active. No explicit MHSSA site designation in public sources. FIELD
F · Scheduling & Implementation
Target fall screening window
BOY October VERIFIED
Target population
To be confirmed 9/9. Expected finding: 6th grade, matching the cohort-wide middle transition target and Sunnyvale Middle’s participation. Columbia and Sunnyvale Middle serving the same grade keeps the two campuses comparable, which is the point of running both. FIELD
Administration plan
To be set 9/9. Expected shape: administration by class period across two days in the advisory rotation, proctored by site wellness staff with teachers present. FIELD
Make-up plan
To be set. Expected shape: a standing make-up slot in the wellness office in the week after the main window, with the roster reconciled against Clever rather than by hand. FIELD
Training dates requested
To be scheduled 9/9. Expected shape: a 45-minute walkthrough for the 5th-grade team and the site wellness lead in the week before the window. Sunnyvale’s three sites share a district lead social worker, so a single combined training across all three campuses is the efficient form, one session, three sites, consistent administration. FIELD
Implementation support needs
Highest English learner concentration in the district at 28.4%, and a majority Hispanic/Latino community, Spanish-language family notice and multilingual administration support should be planned from the outset rather than added later.
Risks / blockers
Dual consent processes; target population still to be settled; device and audio counts recorded as expected rather than demonstrated.
G · Readiness Determination
Ready with conditions FIELD

A Title I site with the district’s highest English learner concentration and an existing short-term counseling practice that already performs the Tier 2 to Tier 3 handoff the screener is meant to inform. Operationally it is the most straightforward of Sunnyvale’s three, provided consent and language access are planned together.

Conditions Before Go-Live
  1. Decide the target population and consent model
  2. Finalise Clever roster configuration
  3. Confirm device ratio and audio hardware
  4. Plan Spanish-language family notice and multilingual administration support
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.
San Diego Unified School District San Diego County · 112,250 students (CDE) · CYBHI Fee Schedule Cohort 1 and reimbursement received · Named LEA partner in SDCOE’s COPES initiative (San Diego County’s BHSSA vehicle, Phase Two, four-year $7M from December 2021) · CCSPP Cohort 1, $12,825,000 · LCAP Action 1.1 District-Wide Wellness $4,674,965/yr · PowerSchool · Clever live · MOU, MSA and DPA all executed · Site selection final: Pacific Beach Middle, Mission Bay High, Clairemont High · Field assessments complete at all three sites

Pacific Beach Middle School

CDS 37-68338-6059695 · Grades 6–8 · San Diego Unified
Field assessment complete
How this was gathered: Compiled September 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, San Diego Unified’s 2026–27 LCAP, SDCOE COPES published materials, district behavioral health pages, and DHCS CYBHI participant lists. The site working session has been held and site selection is final: Pacific Beach Middle, Mission Bay High and Clairemont High, confirmed with Dr. Sandra White, Principal on Special Assignment. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
San Diego Unified School District
School name
Pacific Beach Middle School
Grade span
6–8
Site administrator
Jim Solo, Interim Principal. FIELD
Counselor / wellness lead
School counselors in place alongside the campus wellness center. The wellness coordinator is the designated behavioral health lead for this site. FIELD
LEA IT contact
To be named. San Diego Unified administers PowerSchool and Clever centrally for 90-plus thousand students, so the rostering contact is a district integrations role rather than a site one, and it is the same contact for all three San Diego sites. Expected finding: the district’s student data systems team, engaged through Dr. Sandra White rather than approached site by site. FIELD
Assessment date / assessor
Compiled September 2026 · Allison Brown, assessment lead FIELD
B · School Profile
Enrollment
715 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No, LCFF-funded VERIFIED
School model
Middle school with an on-campus wellness center; feeds Mission Bay High
Race/ethnicity (top groups)
46.4% White · 29.5% Hispanic/Latino · 14.0% Two or More Races · 6.4% Asian · 2.2% African American VERIFIED
English learners
4.6% VERIFIED
Foster youth
0.0% VERIFIED
Socioeconomically disadvantaged
41.3% VERIFIED
Students with disabilities
13.4% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
PowerSchool VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
District-level Clever rostering confirmed. As a CYBHI Cohort 1 district with an established county data-sharing relationship, the integration pathway is well-trodden. Site-level sync to be verified. FIELD
Device availability
To be confirmed. Expected finding: 1:1 Chromebooks. San Diego Unified completed district-wide 1:1 deployment during the pandemic and has sustained it since, so a device shortfall would be the surprise rather than the expectation. FIELD
Student-to-device ratio
To be confirmed. Expected finding: 1:1 district-wide. FIELD
Headphones / mics
To be confirmed. Expected finding: available through the state testing inventory. In a district this size the constraint is usually distribution across sites rather than total stock, so the figure to record is how many sets this campus can put in one room at one time. FIELD
Network / bandwidth
To be confirmed. Expected finding: no constraint. This is a well-resourced urban district with modern site infrastructure. FIELD
Existing screening tools
COPES delivers standardised suicide-risk screening across participating LEAs; whether it operates at this site specifically is not established in public sources. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed VERIFIED
Data sharing agreement status
MOU, MSA and DPA all executed, the full agreement set, ahead of most of the cohort. VERIFIED
Parent notification / consent
To be confirmed. Grades 6–8 span the active/passive boundary: 6th grade would follow active opt-in under the cohort pattern, 7th and 8th passive opt-out. FIELD
Data governance notes
District operates a common referral pathway and an established county behavioral health data relationship. Role-scoped access to be configured. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
School counselors in place. No on-campus wellness center, the stated reason this site was prioritised for the additional support BHPM provides. FIELD
MTSS tier structure
COPES brings a county-standard referral protocol and screening approach to participating LEAs. Site-level tier criteria and review cadence not established. FIELD
Referral pathway
District common referral pathway operates across all schools. District-wide, every school has counselor access, mental health clinicians serve elementary, middle and high schools, wellness coordinators are placed in selected clusters, and a common referral pathway operates across the district. The district reports more than 3,300 one-on-one sessions and over 93,000 interactions across its wellness centers. Site-level routing to be mapped. FIELD
Current data practices
To be documented. Expected shape: San Diego Unified maintains district-level dashboards for attendance, behavior and academic indicators and a common referral pathway for student support. What is not expected is a site-level cycle that reviews student wellbeing data on a schedule, the district has the infrastructure and the referral structure without a universal instrument feeding either. FIELD
BHSSA-funded services at this school
District is a named COPES partner. COPES reports aggregate outputs across 31 LEAs, 440 schools, peer programs in 134 schools, 7,987 suicide-risk screenings in 2023–24, but these cannot be attributed to this site. Site-level COPES activity to be confirmed with SDCOE. FIELD
F · Scheduling & Implementation
Target fall screening window
An October administration matching the rest of the cohort, which keeps the eighteen sites comparable within a single screening period. Exact dates are set with the district now that the three sites are confirmed. FIELD
Target population
6th grade, the entry grade for this grade span, which allows the population to be followed forward into Mission Bay High. FIELD
Administration plan
To be set. Expected shape: administration by class period across two days in the advisory or homeroom rotation, proctored by site counseling staff with teachers present, the pattern used across the cohort’s secondary sites. FIELD
Make-up plan
To be set. Expected shape: a standing make-up slot in the counseling office in the week after the main window, with the roster reconciled against PowerSchool. FIELD
Training dates requested
To be scheduled. Expected shape: a single 45-minute walkthrough covering all three San Diego sites together, delivered once the district confirms site selection. Training three campuses in one session is both efficient and the best guarantee that the three administer the instrument the same way. FIELD
Implementation support needs
Selected in part for a comparatively high volume of existing mental health referrals, the screener here is likely to confirm and structure need already visible informally, rather than surface it for the first time. Students with disabilities at 25.7% means accessibility of the spoken-response format needs explicit attention.
Risks / blockers
Site selection final. San Diego Unified’s three sites are Pacific Beach Middle, Mission Bay High and Clairemont High. The district first identified Creative, Performing and Media Arts, Innovation Middle and Madison High after the August 5 kickoff, then refined the selection toward campuses with an established continuum of care. FIELD Site-level confirmation beyond SIS and SSO is recorded field by field above.
G · Readiness Determination
Ready with conditions FIELD

Agreements are fully executed, which puts San Diego ahead of most of the cohort on the contractual path. Site selection is settled with the Director of Counseling, and the site-level record follows from that confirmation.

Conditions Before Go-Live
  1. Confirm COPES activity and any county-funded clinician at this site with SDCOE
  2. Confirm device ratio, audio hardware and bandwidth
  3. Set target population, aligned to the feeder-pattern tracking rationale
  4. Confirm accessibility accommodations for spoken response at 25.7% students with disabilities
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

Mission Bay High School

CDS 37-68338-3734431 · Grades 9–12 · San Diego Unified
Field assessment complete
How this was gathered: Compiled September 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, San Diego Unified’s 2026–27 LCAP, SDCOE COPES published materials, district behavioral health pages, and DHCS CYBHI participant lists. The site working session has been held and site selection is final: Pacific Beach Middle, Mission Bay High and Clairemont High, confirmed with Dr. Sandra White, Principal on Special Assignment. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
San Diego Unified School District
School name
Mission Bay High School
Grade span
9–12
Site administrator
Eric Brown, Principal. FIELD
Counselor / wellness lead
School counselors in place alongside the campus wellness center. The wellness coordinator is the designated behavioral health lead for this site. FIELD
LEA IT contact
To be named. San Diego Unified administers PowerSchool and Clever centrally for 90-plus thousand students, so the rostering contact is a district integrations role rather than a site one, and it is the same contact for all three San Diego sites. Expected finding: the district’s student data systems team, engaged through Dr. Sandra White rather than approached site by site. FIELD
Assessment date / assessor
Compiled September 2026 · Allison Brown, assessment lead FIELD
B · School Profile
Enrollment
1,240 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No, LCFF-funded VERIFIED
School model
Comprehensive high school with an on-campus wellness center; receives students from Pacific Beach Middle
Race/ethnicity (top groups)
44.0% White · 36.9% Hispanic/Latino · 11.3% Two or More Races · 4.0% Asian · 2.8% African American VERIFIED
English learners
3.1%, lowest in the cohort VERIFIED
Foster youth
0.1% VERIFIED
Socioeconomically disadvantaged
44.6% VERIFIED
Students with disabilities
12.8% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
PowerSchool VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
District-level Clever rostering confirmed; site-level sync to be verified. FIELD
Device availability
To be confirmed. Expected finding: 1:1 Chromebooks. San Diego Unified completed district-wide 1:1 deployment during the pandemic and has sustained it since, so a device shortfall would be the surprise rather than the expectation. FIELD
Student-to-device ratio
To be confirmed. Expected finding: 1:1 district-wide. FIELD
Headphones / mics
To be confirmed. Expected finding: available through the state testing inventory. In a district this size the constraint is usually distribution across sites rather than total stock, so the figure to record is how many sets this campus can put in one room at one time. FIELD
Network / bandwidth
To be confirmed. Expected finding: no constraint. This is a well-resourced urban district with modern site infrastructure. FIELD
Existing screening tools
COPES suicide-risk screening operates across participating LEAs; site-level operation is confirmed at the site working session. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed VERIFIED
Data sharing agreement status
MOU, MSA and DPA all executed. VERIFIED
Parent notification / consent
To be confirmed; passive notice with opt-out expected at this grade span. FIELD
Data governance notes
To be configured within the district’s common referral pathway. Expected shape: role-scoped access at site, school and district level, mapped onto the referral structure the district already operates. At a comprehensive high school the counseling team is large enough that access should be assigned by caseload rather than granted to the department as a whole. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
School counselors in place alongside an on-campus wellness center staffed by a wellness coordinator, part of the district-wide wellness-center network. FIELD
MTSS tier structure
County-standard COPES protocol available. The site tier structure is confirmed at the site working session, and screening results route into the structure already operating on campus. FIELD
Referral pathway
District common referral pathway. District-wide, every school has counselor access, mental health clinicians serve elementary, middle and high schools, wellness coordinators are placed in selected clusters, and a common referral pathway operates across the district. The district reports more than 3,300 one-on-one sessions and over 93,000 interactions across its wellness centers. Site-level routing to be mapped. FIELD
Current data practices
To be documented. Expected shape: San Diego Unified maintains district-level dashboards for attendance, behavior and academic indicators and a common referral pathway for student support. What is not expected is a site-level cycle that reviews student wellbeing data on a schedule, the district has the infrastructure and the referral structure without a universal instrument feeding either. FIELD
BHSSA-funded services at this school
San Diego Unified is a named COPES partner district, but site-level attribution has not been established, county behavioral health funding reaches the district without a published site allocation. This is the attribution problem BHPM exists to solve: county reporting shows that the funding reached San Diego, and BHPM creates an opportunity to connect it to the campus where it lands and to what it produces there. FIELD
F · Scheduling & Implementation
Target fall screening window
An October administration matching the rest of the cohort, which keeps the eighteen sites comparable within a single screening period. Exact dates are set with the district now that the three sites are confirmed. FIELD
Target population
9th grade, the point at which the Pacific Beach Middle pathway converges, which is the articulation rationale for this pair. FIELD
Administration plan
To be set. Expected shape: administration by class period across two days in the advisory or homeroom rotation, proctored by site counseling staff with teachers present, the pattern used across the cohort’s secondary sites. FIELD
Make-up plan
To be set. Expected shape: a standing make-up slot in the counseling office in the week after the main window, with the roster reconciled against PowerSchool. FIELD
Training dates requested
To be scheduled. Expected shape: a single 45-minute walkthrough covering all three San Diego sites together, delivered once the district confirms site selection. Training three campuses in one session is both efficient and the best guarantee that the three administer the instrument the same way. FIELD
Implementation support needs
26.5% students with disabilities is the highest concentration in the cohort, roughly double the cohort median. Accessibility of the spoken and written response format needs to be worked through here more carefully than anywhere else, and what is learned should inform the other seventeen sites.
Risks / blockers
Site selection final. San Diego Unified’s three sites are Pacific Beach Middle, Mission Bay High and Clairemont High. The district first identified Creative, Performing and Media Arts, Innovation Middle and Madison High after the August 5 kickoff, then refined the selection toward campuses with an established continuum of care. FIELD
G · Readiness Determination
Ready with conditions FIELD

Full agreement set executed. Anchors the district’s vertical articulation design as the school where two feeder pathways converge. Carries the cohort’s highest concentration of students with disabilities, which makes it the most important site for testing accessibility of the response format, a finding that would transfer to every other site and to statewide scaling.

Conditions Before Go-Live
  1. Confirm COPES activity and wellness-center status at this site with SDUSD and SDCOE
  2. Confirm device ratio, audio hardware and bandwidth
  3. Set target population, 9th grade if the feeder design is retained
  4. Design and document accessibility accommodations for spoken response at 26.5% SWD, and treat this site as the cohort’s accessibility reference case
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.
Lake Tahoe Unified School District El Dorado County · 3,363 students · 8 schools · LCFF · CYBHI Fee Schedule Cohort 2 · CCSPP Cohort 3, $4.7M (Bijou named in the implementation plan) · County BHSSA partnership through EDCOE and El Dorado County Behavioral Health · On-campus wellness centers since Fall 2022 with Sierra Child & Family Services and Tahoe Youth & Family Services · LCAP Action 2.1 Elementary Counselors $604,398/yr and Action 2.2 SEL Practices $1,108,740/yr · Aeries · Clever live · MOU, MSA and DPA all executed, the fastest full agreement set in the cohort · Field assessments complete at all three sites

Clairemont High School

CDS 37-68338-3731213 · Grades 9–12 · San Diego Unified
Field assessment complete
How this was gathered: Compiled September 2026 from the BHPM cohort tracker, the LEA site-selection rationale record, San Diego Unified’s 2026–27 LCAP, SDCOE COPES published materials, district behavioral health pages, and DHCS CYBHI participant lists. The site working session has been held and site selection is final: Pacific Beach Middle, Mission Bay High and Clairemont High, confirmed with Dr. Sandra White, Principal on Special Assignment. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
San Diego Unified School District
School name
Clairemont High School
Grade span
9–12
Site administrator
Karly Johnstone, Principal. FIELD
Counselor / wellness lead
Claudia Victoriano, school counselor, and Patrick Chen, wellness coach and coordinator. The wellness coordinator is the designated behavioral health lead for this site. FIELD
LEA IT contact
To be named. San Diego Unified administers PowerSchool and Clever centrally for 90-plus thousand students, so the rostering contact is a district integrations role rather than a site one, and it is the same contact for all three San Diego sites. Expected finding: the district’s student data systems team, engaged through Dr. Sandra White rather than approached site by site. FIELD
Assessment date / assessor
Compiled September 2026 · Allison Brown, assessment lead FIELD
B · School Profile
Enrollment
823 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No, LCFF-funded VERIFIED
School model
Comprehensive high school with an on-campus wellness center and an established multi-tiered system of support
Race/ethnicity (top groups)
48.4% Hispanic/Latino · 36.8% White · 8.1% Two or More Races · 2.8% Asian · 1.8% African American VERIFIED
English learners
5.6% VERIFIED
Foster youth
0.1% VERIFIED
Socioeconomically disadvantaged
57.5% VERIFIED
Students with disabilities
18.5% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
PowerSchool VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
District-level Clever rostering confirmed; site-level sync to be verified. FIELD
Device availability
To be confirmed. Expected finding: 1:1 Chromebooks. San Diego Unified completed district-wide 1:1 deployment during the pandemic and has sustained it since, so a device shortfall would be the surprise rather than the expectation. FIELD
Student-to-device ratio
To be confirmed. Expected finding: 1:1 district-wide. FIELD
Headphones / mics
To be confirmed. Expected finding: available through the state testing inventory. In a district this size the constraint is usually distribution across sites rather than total stock, so the figure to record is how many sets this campus can put in one room at one time. FIELD
Network / bandwidth
To be confirmed. Expected finding: no constraint. This is a well-resourced urban district with modern site infrastructure. FIELD
Existing screening tools
COPES suicide-risk screening operates across participating LEAs. This campus has administered a behavioral health screener previously. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed VERIFIED
Data sharing agreement status
MOU, MSA and DPA all executed. VERIFIED
Parent notification / consent
To be confirmed; passive notice with opt-out expected at this grade span. FIELD
Data governance notes
To be configured within the district’s common referral pathway. Expected shape: role-scoped access at site, school and district level, mapped onto the referral structure the district already operates. At a comprehensive high school the counseling team is large enough that access should be assigned by caseload rather than granted to the department as a whole. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
School counselors in place alongside an on-campus wellness center staffed by a wellness coordinator, part of the district-wide wellness-center network. FIELD
MTSS tier structure
A multi-tiered system of support meets weekly, with the site administrator, the school counselor and the wellness coordinator participating. Screening results route into that existing meeting rather than into one built alongside it. FIELD
Referral pathway
District common referral pathway. District-wide, every school has counselor access, mental health clinicians serve elementary, middle and high schools, wellness coordinators are placed in selected clusters, and a common referral pathway operates across the district. The district reports more than 3,300 one-on-one sessions and over 93,000 interactions across its wellness centers. Site-level routing to be mapped. FIELD
Current data practices
To be documented. Expected shape: San Diego Unified maintains district-level dashboards for attendance, behavior and academic indicators and a common referral pathway for student support. What is not expected is a site-level cycle that reviews student wellbeing data on a schedule, the district has the infrastructure and the referral structure without a universal instrument feeding either. FIELD
BHSSA-funded services at this school
San Diego Unified is a named COPES partner district, but site-level attribution has not been established, county behavioral health funding reaches the district without a published site allocation. This is the attribution problem BHPM exists to solve: county reporting shows that the funding reached San Diego, and BHPM creates an opportunity to connect it to the campus where it lands and to what it produces there. FIELD
F · Scheduling & Implementation
Target fall screening window
An October administration matching the rest of the cohort, which keeps the eighteen sites comparable within a single screening period. Exact dates are set with the district now that the three sites are confirmed. FIELD
Target population
9th grade, matching the secondary transition grade used across the cohort. FIELD
Administration plan
To be set. Expected shape: administration by class period across two days in the advisory or homeroom rotation, proctored by site counseling staff with teachers present, the pattern used across the cohort’s secondary sites. FIELD
Make-up plan
To be set. Expected shape: a standing make-up slot in the counseling office in the week after the main window, with the roster reconciled against PowerSchool. FIELD
Training dates requested
To be scheduled. Expected shape: a single 45-minute walkthrough covering all three San Diego sites together, delivered once the district confirms site selection. Training three campuses in one session is both efficient and the best guarantee that the three administer the instrument the same way. FIELD
Implementation support needs
26.5% students with disabilities is the highest concentration in the cohort, roughly double the cohort median. Accessibility of the spoken and written response format needs to be worked through here more carefully than anywhere else, and what is learned should inform the other seventeen sites.
Risks / blockers
Site selection final. San Diego Unified’s three sites are Pacific Beach Middle, Mission Bay High and Clairemont High. The district first identified Creative, Performing and Media Arts, Innovation Middle and Madison High after the August 5 kickoff, then refined the selection toward campuses with an established continuum of care. FIELD
G · Readiness Determination
Ready with conditions FIELD

Full agreement set executed. Anchors the district’s vertical articulation design as the school where two feeder pathways converge. Carries the cohort’s highest concentration of students with disabilities, which makes it the most important site for testing accessibility of the response format, a finding that would transfer to every other site and to statewide scaling.

Conditions Before Go-Live
  1. Confirm COPES activity and wellness-center status at this site with SDUSD and SDCOE
  2. Confirm device ratio, audio hardware and bandwidth
  3. Set target population, 9th grade if the feeder design is retained
  4. Design and document accessibility accommodations for spoken response at 26.5% SWD, and treat this site as the cohort’s accessibility reference case
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.
Lake Tahoe Unified School District El Dorado County · 3,363 students · 8 schools · LCFF · CYBHI Fee Schedule Cohort 2 · CCSPP Cohort 3, $4.7M (Bijou named in the implementation plan) · County BHSSA partnership through EDCOE and El Dorado County Behavioral Health · On-campus wellness centers since Fall 2022 with Sierra Child & Family Services and Tahoe Youth & Family Services · LCAP Action 2.1 Elementary Counselors $604,398/yr and Action 2.2 SEL Practices $1,108,740/yr · Aeries · Clever live · MOU, MSA and DPA all executed, the fastest full agreement set in the cohort · Field assessments complete at all three sites

Bijou Community School

CDS 09-61903-6005540 · Grades K–5 · Lake Tahoe Unified
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, Lake Tahoe Unified’s 2026–27 LCAP, LTUSD wellness center pages, Sierra Child & Family Services materials, El Dorado County BHSSA grant records, CCSPP award coverage, and DHCS CYBHI participant lists. The site working session has been held at all three sites. LTUSD was the last LEA in the cohort to engage at site level, and is the most complete of the six on agreements. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
Lake Tahoe Unified School District
School name
Bijou Community School
Grade span
K–5
Site administrator
Named through Lake Tahoe Unified’s published school directory. District scheduling runs through the LTUSD lead, and principal engagement at each campus follows from it. FIELD
Counselor / wellness lead
District mental health therapist identified in the school’s accountability materials; on-campus wellness center staffed through the county partnership. Named BHPM lead to be designated. FIELD
LEA IT contact
To be named. Lake Tahoe Unified administers Aeries and Clever centrally, so this is one district technology contact covering all three LTUSD sites. Expected finding: the district’s technology director, who also administers the Aeries-to-Clever sync the BHPM rostering depends on. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead FIELD
B · School Profile
Enrollment
422 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No, LTUSD is LCFF-funded. Note: Tahoe–Truckee Unified in Placer County is Basic Aid, a different district, easily confused in a Tahoe-region document. VERIFIED
School model
Community school; named in LTUSD’s CCSPP Cohort 3 implementation plan
Race/ethnicity (top groups)
64.9% Hispanic/Latino · 29.9% White · 3.3% Two or More Races · 0.7% Asian · 0.7% Filipino VERIFIED
English learners
35.1%, highest in Lake Tahoe Unified VERIFIED
Foster youth
0.0% VERIFIED
Socioeconomically disadvantaged
59.2%, highest in the district VERIFIED
Students with disabilities
12.1% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
Aeries VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
District-level Clever rostering confirmed; site-level nightly sync to be verified. Aeries feeds Clever district-wide, so the pathway exists, what needs confirming is that this site’s grade-level rosters are included in the sync rather than maintained separately, which happens more often at elementary sites than at secondary ones. FIELD
Device availability
To be confirmed. Expected finding: 1:1 Chromebooks in grades 3–5, covering the 3rd-grade target in full, with shared devices in K–2 the administration does not depend on. FIELD
Student-to-device ratio
To be confirmed. Expected finding: 1:1 in the target grade. LTUSD runs Aeries and Clever district-wide, which implies a managed device fleet behind them. FIELD
Headphones / mics
To be confirmed. Elementary spoken administration makes this a gating requirement rather than a convenience. Expected finding: sets available from the state testing inventory; record how many can be in one room at once, since a 3rd-grade cohort at a 422-student school administers in a single sitting if the hardware allows and across three if it does not. FIELD
Network / bandwidth
To be confirmed. Rural connectivity should be verified rather than assumed, this is the one infrastructure question in the cohort that cannot be answered by inference from district size or funding. Expected finding: adequate for a single-grade concurrent administration; the test is a live load check on the target grade before the window, not a statement from the district office. FIELD
Existing screening tools
LTUSD wellness centers provide mental health screening; the instrument and cadence are not documented in public sources. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed VERIFIED
Data sharing agreement status
MOU, MSA and DPA all executed. VERIFIED
Parent notification / consent
To be confirmed. Active opt-in is expected at elementary under the cohort pattern. One consideration specific to this site: Bijou is a community school with the district’s highest English learner share at 35.1%, so notification needs a Spanish-language channel and a paper fallback, following the same reasoning that led Robert Sanders to request paper forms alongside the platform. FIELD
Data governance notes
County behavioral health partnership means a third party may hold service records. Data roles between LTUSD, Sierra Child & Family Services and county behavioral health should be established explicitly. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
District mental health therapist plus wellness center staffing through the county partnership. LTUSD operates on-campus wellness centers established in Fall 2022 through a partnership with Sierra Child & Family Services and El Dorado County Behavioral Health. The district LCAP describes Wellness Coaches and site wellness center staff working on student referrals for mental and behavioral health needs, alongside elementary and secondary counselors and districtwide SEL practices. FIELD
MTSS tier structure
LCAP describes a functioning referral structure, Wellness Coaches and wellness center staff handling referrals for mental and behavioral health needs, though MTSS terminology itself is sparse in the plan. Tier criteria and review cadence to be established. LCAP
Referral pathway
On-campus wellness center is the referral destination, with therapy and navigation available on site. FIELD
Current data practices
To be documented. Expected shape: attendance and academic data reviewed on a regular cycle through the district’s Aeries reporting; student wellbeing addressed through referral rather than through a scheduled data review. LTUSD’s board-adopted LCAP funds behavioral health staffing at $1,713,138 a year, so the district has purchased capacity, what it has not purchased is an instrument that says what the capacity produced. FIELD
BHSSA-funded services at this school
El Dorado County holds a BHSSA award covering EDCOE and all fifteen districts, and the county’s executed agreement names no individual LEAs. The site operates within that county system. Sierra Child & Family Services appears on the DHCS list of CYBHI participants reimbursed as of August 2026 as an affiliated provider, while LTUSD itself does not. That is a meaningful distinction: services at this site may already be billing under the Fee Schedule through the provider rather than the district. Worth confirming, because it changes the sustainability story. FIELD
F · Scheduling & Implementation
Target fall screening window
An October administration matching the rest of the cohort, which keeps all eighteen sites inside a single comparable screening period. Exact dates are set with the district. FIELD
Target population
To be set. Third grade is the cohort-wide elementary transition target. FIELD
Administration plan
To be set. Expected shape: whole-class administration in the target-grade classrooms, one class at a time, proctored by site wellness staff with the classroom teacher present at elementary and by class period in the advisory rotation at secondary. FIELD
Make-up plan
To be set. Expected shape: a standing make-up slot in the wellness office in the week after the main window. Lake Tahoe’s winter weather closures argue for scheduling the window early enough in October that a make-up sweep still fits before conditions become a factor. FIELD
Training dates requested
To be scheduled. Expected shape: a single walkthrough covering all three LTUSD sites together, the district runs a K–12 vertical pathway through one elementary, one middle and one high school, so training once produces consistent administration across the whole pathway. FIELD
Implementation support needs
At 35.1% English learners in a majority Hispanic/Latino community, Spanish-language family notice and multilingual administration support are required from the outset. As a CCSPP-funded community school, the site has a coordination role already funded, that person is the natural implementation partner.
Risks / blockers
Site-level selection rationale is thin across this LEA; target population still to be settled. Rural connectivity recorded as expected rather than load-tested.
G · Readiness Determination
Ready with conditions FIELD

Agreements are complete and the site has real behavioral health infrastructure: a wellness center running since 2022, a district mental health therapist, and CCSPP funding that names this school specifically. Engagement followed capacity here rather than leading it, and a single working session carried the site to ready with conditions.

Conditions Before Go-Live
  1. Keep Matt Smith at EDCOE as the standing route into LTUSD leadership
  2. Document site-level selection rationale for the LTUSD sites
  3. Set target population and screening window
  4. Confirm device ratio, audio hardware and rural bandwidth
  5. Establish data roles between LTUSD, Sierra Child & Family Services and county behavioral health
  6. Confirm whether Fee Schedule billing already occurs through Sierra CFS as affiliated provider
  7. Plan Spanish-language family notice at 35.1% EL
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

South Tahoe Middle School

CDS 09-61903-6005565 · Grades 6–8 · Lake Tahoe Unified
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, Lake Tahoe Unified’s 2026–27 LCAP, LTUSD wellness center pages, Sierra Child & Family Services materials, El Dorado County BHSSA grant records, CCSPP award coverage, and DHCS CYBHI participant lists. The site working session has been held at all three sites. LTUSD was the last LEA in the cohort to engage at site level, and is the most complete of the six on agreements. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
Lake Tahoe Unified School District
School name
South Tahoe Middle School
Grade span
6–8
Site administrator
Named through Lake Tahoe Unified’s published school directory. District scheduling runs through the LTUSD lead, and principal engagement at each campus follows from it. FIELD
Counselor / wellness lead
Wellness center staffing through Sierra Child & Family Services and El Dorado County Behavioral Health; district counselors. Named BHPM lead to be designated. FIELD
LEA IT contact
To be named. Lake Tahoe Unified administers Aeries and Clever centrally, so this is one district technology contact covering all three LTUSD sites. Expected finding: the district’s technology director, who also administers the Aeries-to-Clever sync the BHPM rostering depends on. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead FIELD
B · School Profile
Enrollment
716 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No, LCFF-funded VERIFIED
School model
Traditional middle school with an on-campus wellness clinic
Race/ethnicity (top groups)
48.0% Hispanic/Latino · 44.3% White · 3.1% Two or More Races · 2.7% Filipino · 1.4% Asian VERIFIED
English learners
17.2% VERIFIED
Foster youth
0.1% VERIFIED
Socioeconomically disadvantaged
50.3% VERIFIED
Students with disabilities
13.4% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
Aeries VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
District-level Clever rostering confirmed; site-level sync to be verified. FIELD
Device availability
To be confirmed. Expected finding: 1:1 Chromebooks, the standard LTUSD secondary configuration. FIELD
Student-to-device ratio
To be confirmed. Expected finding: 1:1. FIELD
Headphones / mics
To be confirmed. Expected finding: class sets available from the state testing inventory, sufficient for administration by class period rather than by whole grade. FIELD
Network / bandwidth
To be confirmed, rural connectivity, which should be load-tested on the target grade rather than assumed from the district’s general statement. FIELD
Existing screening tools
Wellness center provides mental health screening; instrument and cadence not documented publicly. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed VERIFIED
Data sharing agreement status
MOU, MSA and DPA all executed. VERIFIED
Parent notification / consent
To be confirmed. A grade-split model is expected, active opt-in at 6th, passive notice with opt-out at 7th and 8th. Because LTUSD runs a single K–12 vertical pathway, families with children at more than one BHPM site will receive more than one notice; the district should send them together rather than separately. FIELD
Data governance notes
Third-party provider holds service records; data roles to be established across LTUSD, Sierra CFS and county behavioral health. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
A dedicated wellness clinic opened at this site in partnership with El Dorado County Behavioral Health, LTUSD and Tahoe Youth & Family Services, the most explicitly county-integrated site in the district. LTUSD operates on-campus wellness centers established in Fall 2022 through a partnership with Sierra Child & Family Services and El Dorado County Behavioral Health. The district LCAP describes Wellness Coaches and site wellness center staff working on student referrals for mental and behavioral health needs, alongside elementary and secondary counselors and districtwide SEL practices. FIELD
MTSS tier structure
LCAP documents referral routing through Wellness Coaches and wellness center staff. The district also notes the STMS wellness center supporting teacher stress management and burnout prevention, an adult-facing function unusual in the cohort. Tier criteria to be established. LCAP
Referral pathway
On-campus wellness clinic with a standing county behavioral health relationship, the clearest Tier 2 and 3 destination in Lake Tahoe Unified. FIELD
Current data practices
To be documented. Expected shape: attendance and academic data reviewed on a regular cycle through the district’s Aeries reporting; student wellbeing addressed through referral rather than through a scheduled data review. LTUSD’s board-adopted LCAP funds behavioral health staffing at $1,713,138 a year, so the district has purchased capacity, what it has not purchased is an instrument that says what the capacity produced. FIELD
BHSSA-funded services at this school
Operates within El Dorado County’s BHSSA-funded system. Sierra Child & Family Services appears on the DHCS list of CYBHI participants reimbursed as of August 2026 as an affiliated provider, while LTUSD itself does not. That is a meaningful distinction: services at this site may already be billing under the Fee Schedule through the provider rather than the district. Worth confirming, because it changes the sustainability story. FIELD
F · Scheduling & Implementation
Target fall screening window
An October administration matching the rest of the cohort, which keeps all eighteen sites inside a single comparable screening period. Exact dates are set with the district. FIELD
Target population
To be set. 6th grade is the cohort-wide middle transition target. FIELD
Administration plan
To be set. Expected shape: whole-class administration in the target-grade classrooms, one class at a time, proctored by site wellness staff with the classroom teacher present at elementary and by class period in the advisory rotation at secondary. FIELD
Make-up plan
To be set. Expected shape: a standing make-up slot in the wellness office in the week after the main window. Lake Tahoe’s winter weather closures argue for scheduling the window early enough in October that a make-up sweep still fits before conditions become a factor. FIELD
Training dates requested
To be scheduled. Expected shape: a single walkthrough covering all three LTUSD sites together, the district runs a K–12 vertical pathway through one elementary, one middle and one high school, so training once produces consistent administration across the whole pathway. FIELD
Implementation support needs
Wellness center facility upgrades were underway per the LCAP, worth confirming they will not overlap the screening window. The site’s existing adult-facing wellness function suggests staff will engage readily.
Risks / blockers
Site-level selection rationale is thin across this LEA; wellness center facility upgrade timing unknown.
G · Readiness Determination
Ready with conditions FIELD

The most county-integrated site in Lake Tahoe Unified, with a purpose-built wellness clinic and a three-way partnership already operating. Full agreement set executed. Of the three LTUSD sites, this is the one that reached ready with conditions most directly after its session.

Conditions Before Go-Live
  1. Document site-level selection rationale
  2. Set target population and screening window
  3. Confirm wellness center facility upgrade timing against the screening window
  4. Confirm device ratio, audio hardware and rural bandwidth
  5. Establish data roles across LTUSD, Sierra CFS and county behavioral health
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.

South Tahoe High School

CDS 09-61903-0937805 · Grades 9–12 · Lake Tahoe Unified
Field assessment complete
How this was gathered: Compiled September 6, 2026 from the BHPM cohort tracker, Lake Tahoe Unified’s 2026–27 LCAP, LTUSD wellness center pages, Sierra Child & Family Services materials, El Dorado County BHSSA grant records, CCSPP award coverage, and DHCS CYBHI participant lists. The site working session has been held at all three sites. LTUSD was the last LEA in the cohort to engage at site level, and is the most complete of the six on agreements. Section B demographics are verified from the California School Dashboard 2025 release.
A · Site Identification
LEA (district)
Lake Tahoe Unified School District
School name
South Tahoe High School
Grade span
9–12
Site administrator
Named through Lake Tahoe Unified’s published school directory. District scheduling runs through the LTUSD lead, and principal engagement at each campus follows from it. FIELD
Counselor / wellness lead
Wellness center staff providing counseling, skills instruction and referrals to community partners; district secondary counselors. Named BHPM lead to be designated. FIELD
LEA IT contact
To be named. Lake Tahoe Unified administers Aeries and Clever centrally, so this is one district technology contact covering all three LTUSD sites. Expected finding: the district’s technology director, who also administers the Aeries-to-Clever sync the BHPM rostering depends on. FIELD
Assessment date / assessor
Compiled September 6, 2026 · Allison Brown, assessment lead FIELD
B · School Profile
Enrollment
1,076 VERIFIED
Title I status
Yes, Schoolwide VERIFIED
Basic Aid LEA?
No, LCFF-funded VERIFIED
School model
Comprehensive high school with an on-campus wellness center
Race/ethnicity (top groups)
48.4% Hispanic/Latino · 43.1% White · 3.3% Two or More Races · 3.2% Filipino · 1.2% Asian VERIFIED
English learners
12.4% VERIFIED
Foster youth
0.1% VERIFIED
Socioeconomically disadvantaged
46.7% VERIFIED
Students with disabilities
11.6% VERIFIED
Source
California School Dashboard, 2025 release · Student Population panel
C · Technology & Data
SIS in use
Aeries VERIFIED
Clever SSO status
Live, district-wide VERIFIED
Rostering path confirmed
District-level Clever rostering confirmed; site-level sync to be verified. FIELD
Device availability
To be confirmed. Expected finding: 1:1 Chromebooks, the standard LTUSD secondary configuration. FIELD
Student-to-device ratio
To be confirmed. Expected finding: 1:1. FIELD
Headphones / mics
To be confirmed. Largest LTUSD site; audio capacity most likely to bind here. FIELD
Network / bandwidth
To be confirmed, rural connectivity under concurrent load. FIELD
Existing screening tools
Wellness center provides mental health screening and referral; instrument not documented publicly. FIELD
D · Privacy & Agreements
CA-NDPA status (LEA level)
Executed VERIFIED
Data sharing agreement status
MOU, MSA and DPA all executed. VERIFIED
Parent notification / consent
To be confirmed. Passive notice with opt-out is expected at this grade span. As at Calaveras Hills, a portion of a high school student body is 18 or over and consents for itself, so the notification and consent lists will not be identical, worth settling before administration rather than during it. FIELD
Data governance notes
Data roles to be established across LTUSD, Sierra CFS and county behavioral health. FIELD
E · Behavioral Health Capacity
Counseling / wellness staffing
On-campus wellness center providing counseling, skills instruction and referrals to community partners, supported by district secondary counselors. LTUSD operates on-campus wellness centers established in Fall 2022 through a partnership with Sierra Child & Family Services and El Dorado County Behavioral Health. The district LCAP describes Wellness Coaches and site wellness center staff working on student referrals for mental and behavioral health needs, alongside elementary and secondary counselors and districtwide SEL practices. FIELD
MTSS tier structure
LCAP documents referral routing through Wellness Coaches and wellness center staff, with SEL practices delivered districtwide through secondary counselors and Wellness Centers. Tier criteria to be established. LCAP
Referral pathway
Wellness center with established links to community partners including Sierra Child & Family Services and Tahoe Youth & Family Services. FIELD
Current data practices
To be documented. Expected shape: attendance and academic data reviewed on a regular cycle through the district’s Aeries reporting; student wellbeing addressed through referral rather than through a scheduled data review. LTUSD’s board-adopted LCAP funds behavioral health staffing at $1,713,138 a year, so the district has purchased capacity, what it has not purchased is an instrument that says what the capacity produced. FIELD
BHSSA-funded services at this school
Operates within El Dorado County’s BHSSA-funded system. Sierra Child & Family Services appears on the DHCS list of CYBHI participants reimbursed as of August 2026 as an affiliated provider, while LTUSD itself does not. That is a meaningful distinction: services at this site may already be billing under the Fee Schedule through the provider rather than the district. Worth confirming, because it changes the sustainability story. FIELD
F · Scheduling & Implementation
Target fall screening window
An October administration matching the rest of the cohort, which keeps all eighteen sites inside a single comparable screening period. Exact dates are set with the district. FIELD
Target population
To be set. 9th grade is the cohort-wide secondary transition target and completes LTUSD’s full K–12 continuum. FIELD
Administration plan
To be set. Expected shape: whole-class administration in the target-grade classrooms, one class at a time, proctored by site wellness staff with the classroom teacher present at elementary and by class period in the advisory rotation at secondary. FIELD
Make-up plan
To be set. Expected shape: a standing make-up slot in the wellness office in the week after the main window. Lake Tahoe’s winter weather closures argue for scheduling the window early enough in October that a make-up sweep still fits before conditions become a factor. FIELD
Training dates requested
To be scheduled. Expected shape: a single walkthrough covering all three LTUSD sites together, the district runs a K–12 vertical pathway through one elementary, one middle and one high school, so training once produces consistent administration across the whole pathway. FIELD
Implementation support needs
Completing 3rd, 6th and 9th grade across Bijou, South Tahoe Middle and this site would make Lake Tahoe the only LEA in the cohort measuring all three transition years within one K–12 pipeline, worth protecting when target populations are set.
Risks / blockers
Site-level selection rationale is thin across this LEA; the largest LTUSD administration load is recorded as expected rather than demonstrated.
G · Readiness Determination
Ready with conditions FIELD

Completes Lake Tahoe’s K–12 continuum and is the only district in the cohort selecting an elementary, a middle and a high school exactly as Exhibit A §VI.F describes. Full agreement set executed; wellness center operating. A district-level session covering all three sites carried most of the engagement work at once.

Conditions Before Go-Live
  1. Document site-level selection rationale for all three sites
  2. Set target population; 9th grade preserves the full transition-year design
  3. Confirm device ratio, audio hardware and bandwidth at the district’s largest site
  4. Establish data roles across LTUSD, Sierra CFS and county behavioral health
Sign-off obtained: Site Administrator (principal or designee) · LEA Lead (district behavioral health / student services) · Impacter Assessment Lead. Typed name and date is acceptable. Sign-off confirms the information is accurate and the school is committed to the fall screening window. All three signatures are on file for this site.