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Board defers vote on $105,000 retroactive facilitator contract, requests full budget and scope

San Francisco Board of Education · February 24, 2009
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Summary

Board members questioned a retroactive contract for an external facilitator tied to the strategic plan (reported fee roughly $105,000 and high per‑diem equivalent); commissioners raised procurement, retroactivity and value‑for‑money concerns and asked staff for a detailed budget and justification before final approval; scheduled sessions may proceed while staff returns with more information.

The board discussed a retroactive K‑resolution (K13134) for facilitation and organizational change training connected to the district's strategic plan and requested more detail before final approval.

Several commissioners expressed concern about the size of the payment and the retroactive nature of the contract. One member observed, "But it's $4,000 a day," characterizing the effective per‑diem figure cited in the meeting; others asked whether the contractor is an individual or a team, what portion of the fee covers travel and lodging, and why the engagement began before final board authorization.

Deputy Superintendent Lee and participating cabinet members described the work as multi‑cohort training that included in‑session facilitation, ongoing weekly cohort calls and coaching; participating senior staff said the approach had been applied to design the recent leadership institute and that the training has been shaping strategic‑plan implementation. Staff confirmed the funding source for the contract is a restricted Title II professional‑development allocation, not general fund dollars.

Given the number of open questions, commissioners asked staff to provide a full budget breakdown, scope of work, evidence of prior results and a procurement history for the engagement; the board agreed by consensus to postpone final approval to the next meeting and requested that staff also review retroactivity policy and bring proposed limits or procedures for when retroactive agreements are presented.

While the board postponed the vote, several members agreed that already‑scheduled sessions could continue to avoid disrupting staff development pending the requested documentation.