Professional Documents
Culture Documents
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MARK BRNOVICH
Firm Bar No. 014000
Kevin D. Ray, No. 007485
Leslie Kyman Cooper, No. 012782
Jordan T. Ellel, No. 023911
Assistant Attorneys General
1275 W. Washington Street
Phoenix, Arizona 85007
Telephone: (602) 542-8349
Email: EducationHealth@azag.gov
Attorneys for Defendants
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vs.
DIANE DOUGLAS, Superintendent of
Public Instruction, in her Official Capacity,
et al.,
Defendants.
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Pursuant to Fed. R. Civ. P. 56 and LRCiv 56.1(a), Defendants submit this separate
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1.
TUSDs Governing Board did not approve the MAS Programs curricula or
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materials in accordance with its Board policies as required by A.R.S. 15-721(A) and
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2.
ADE issued a finding that TUSDs MAS program violated A.R.S. 15-112
on June 15, 2011. See June 15, 2011 Finding of Superintendent John Huppenthal
regarding TUSD MAS programs compliance with A.R.S. 15-112, 1 attached to the
3.
TUSD timely appealed ADEs finding regarding its MAS program. See
June 22, 2011 TUSD Notice of Appeal of Determination of Non-Compliance with A.R.S.
15-112 and Request for Hearing, attached to the Ellel Aff. as Ex. B.
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Law Judge Lewis Kowal of the Office of Administrative Hearings. The three and one-
half day hearing occurred on the following dates: August 19, 2011; August 23, 2011;
September 14, 2011; and the morning of October 17, 2011. ADE presented testimony
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from the following witnesses: ADEs Chief of Programs and Policy John A. Stollar, Jr.,
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TUSD Governing Board President Dr. Mark Stegeman, TUSD Governing Board member
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Superintendent Dr. John J. Pedicone, TUSD parent Mary Stevenson, MAS Program
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Director Martin Sean Arce, and ADE curriculum expert Dr. Sandra Stotsky. TUSD
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presented testimony from the following witnesses: Tucson High Magnet School
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principal Dr. Abel Morado, TUSD expert Dr. Jeffrey F. Milem, TUSD Deputy
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Superintendent Dr. Maria Menconi, and TUSD teacher Julie Elvick-Mejia. See
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December 27, 2011 decision in The Matter of Hearing of an Appeal by: Tucson Unified
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School District No. 1, No. 11F-002-ADE attached to the Ellel Aff. as Ex. C (ALJ
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Decision) at 1, 3-4.
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5.
ALJ Kowal issued his decision on December 27, 2011. See ALJ Decision
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classes or courses that promote racial resentment. ALJ Decision at 34, 7. He also
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concluded that the undisputed evidence established that the TUSD Governing Board had
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Defendants have provided the Court (and the parties) with an electronic courtesy copy
of this Statement of Facts in which citations to deposition testimony and exhibits in the
SOF are linked to the appropriate page in the attached exhibits. The filed copy of the
SOF does not include these links.
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The Affidavit of Counsel Jordan T. Ellel (Ellel Aff.) is attached hereto as Exhibit 1.
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not approved the MAS programs textbooks or materials between January 1, 2011 and
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2012. See Order Accepting Recommended Decision, attached to the Ellel Aff. as Ex D.
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Just four days later, on January 10, 2012, TUSDs Governing Board voted
to suspend all MAS classes, while committing itself to revising its social studies core
balanced presentation of diverse viewpoints on controversial issues. The end result shall
be a single common social studies core sequence through which all high school students
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are exposed to diverse viewpoints. See Affidavit of Mary Alice Wallace (Wallace Aff.),
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ordered that MAS materials be removed from classrooms, but that they remain available
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in school libraries. Among the materials collected were the following seven controversial
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books:
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a.
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b.
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c.
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d.
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f.
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g.
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See January 17, 2012 TUSD News Release entitled Report of TUSD book ban
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completely false and misleading, attached to the Ellel Aff. as Ex. F; see also January 18,
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2012 letter from TUSD Superintendent John Pedicone to TUSD Faculty and Staff
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(explaining that reports that MAS books have been banned are completely false),
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ADE did not direct TUSD as to the means by which it could come into
compliance with its order regarding TUSDs MAS classes. See TUSD 30(b)(6) Dep.
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Governing Board approved the use of, among other materials, the seven controversial
books. See Minutes of October 22, 2013 TUSD Governing Board Meeting, attached as
Exs. G and H to the Wallace Aff.; see also TUSD 30(b)(6) Dep. 69:6-19, Feb. 12, 2016,
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designed to reflect the history, experiences, and culture of African American and
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Mexican American communities in accordance with the Unitary Status Plan, which
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requires that such courses be developed using the Districts curricular review process
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and that such courses meet applicable state and District standards for academic rigor. See
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Unitary Status Plan, Fisher v. Lohr, CV 74-90 DCB (D. Ariz. Feb. 20, 2013), Dkt. 1450,
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Obj. to Special Masters Finding that TUSD is in Compliance with the USP in its
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Interrogatory No. 12 requested that Plaintiffs [i]dentify all facts that support plaintiffs
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contentions as stated in paragraph 118 of the TAC [Third Amended Complaint] that
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boilerplate objections. They mentioned a 2004 Arizona State Board for Charter Schools
decision regarding the Paulo Freire Freedom School (a Tucson charter school) and
and unidentified present and former TUSD employees. See Plaintiffs Response to
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their response to Interrogatory No. 12, pointing out that Plaintiffs failure to provide any
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information at all about the basis for [Plaintiffs] viewpoint discrimination claim leaves
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Defendants to engage in conjecture regarding the facts upon which Plaintiffs base this
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claim. See December 8, 2015 letter from Leslie Kyman Cooper to Richard Martinez, at
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15.
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They referred Defendants to the factual basis for their equal protection claim as the basis
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for the viewpoint discrimination claim, stating that These facts, among others, form the
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basis of Plaintiffs viewpoint discrimination claim. See December 23, 2015 letter from
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Luna Barrington to Leslie Kyman Cooper, at 3, attached to the Ellel Aff. as Ex. L.
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16.
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Interrogatory No. 11, which sought facts underlying the equal protection claim, but did
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not ever provide any additional factual basis for the viewpoint discrimination claim. See
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Interrogatories dated October 16, 2015, at 16-18, excerpts attached to the Ellel Aff. as
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Ex. M; see also Plaintiffs March 1, 2016 Second Supplemental Response to Defendants
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Non-Uniform Interrogatories dated October 16, 2015, at 16-18, excerpts attached to the
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about the nature of their viewpoint discrimination claim. See Plaintiffs Disclosure
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MARK BRNOVICH
Attorney General
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Defendants have provided the Court with Plaintiffs last disclosure statement, for
purposes of establishing Plaintiffs complete failure to meet their disclosure obligations.
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CERTIFICATE OF SERVICE
attached document to the Clerks Office using the CM/ECF System for filing and
to LRCiv 5.4.
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PHX #5338868
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EXHIBIT 1
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MARK BRNOVICH
Firm Bar No. 014000
Kevin D. Ray, No. 007485
Leslie Kyman Cooper, No. 012782
Jordan T. Ellel, No. 023911
Assistant Attorneys General
1275 W. Washington Street
Phoenix, Arizona 85007
Telephone: (602) 542-8349
Email: EducationHealth@azag.gov
Attorneys for Defendants
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IN THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF ARIZONA
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AFFIDAVIT OF COUNSEL
Honorable A. Wallace Tashima
vs.
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I, Jordan T. Ellel, being first duly sworn upon my oath and competent to testify to
the matters set forth below, depose and say on my own personal knowledge that:
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1.
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2.
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3.
Attached as Exhibit A is a true and correct copy of the June 15, 2011
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Attached as Exhibit B is a true and correct copy of the June 22, 2011 TUSD
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5.
Attached as Exhibit C is a true and correct copy of the December 27, 2011
decision in The Matter of Hearing the of an Appeal by: Tucson Unified School District
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6.
Alice Wallace, and the following exhibits to the Wallace Affidavit: (i) Exs. E - Minutes
of January 10, 2012 TUSD Governing Board Meeting; (ii) G - Minutes of October 22,
2013 TUSD Governing Board Meeting; and (iii) H - TUSD Supplemental Material
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Approval Forms from the October 22, 2013 Governing Board Meeting.
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Attached as Exhibit F is a true and correct copy of the January 17, 2012
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TUSD News Release entitled Report of TUSD book ban completely false and
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misleading.
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9.
Attached as Exhibit G is a true and correct copy of the January 18, 2012
letter from TUSD Superintendent John Pedicone to TUSD Faculty and Staff.
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Identify all facts that support plaintiffs contentions as stated in paragraph 118 of the
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Attached as Exhibit 0 is a true and correct copy of the July 13, 2016
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FURTHERAFFIANT SAYETHNOT.
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STATE OF ARIZONA
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County of Maricopa
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SUBSCRIBED TO AND SWORN before me, a Notary Public for the State of
Arizona by Jordan T. Ellel, a person known personally by me on this 26th day of
September, 2016.
JJ~h.buu~
Notary Public
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#5340167
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EXHIBIT A
FEB~05-2016
P.14
~
~
Sw.re of .Ari:con.:.t
Dep9rtll'lent nf fld\ltacion
Office of John Huppcnthal
Superintendent of Public lnsrruccion
r.
Summary
1, 2011, pursuant co Arizona Revised Stmltes (AR..S) 1>.112 (ll) then Superintendent of
Public Instruction 'l'om .Home issued a f11ldingofviolation by T\lcson Unified School District's Mexican
.'\meri~ Studies P-cogram. Laws 2010, Chapter 311 which added 1\RS 15-112 became ~ft~c..-tivt! onJanwry
1, 2011. the same day the inir:iru finding was i!;sued. Tucson Unified &hool District (TUSD) was not in
session due to winter break at the time the violation was issued, therefore, as the new Superintendent of
Public Instruction, it w-as incumbent upon me to determine if, in fact, TUSD w.as in violation of the srarute
post january 1, 2011.
()n January
In order to detennine whether or not the Tucson Unified School District's {'l'USD) Mexican i\merican
Studie!i Program (Progttun) violates any of the provisions of ARS 15112, the Arizona Department of
Education (AD E), at my direction, conducted an in depth investigation and review of the Progr..Lm and its
cucciculum, materials, rontcnt am.l ~ching practices. 'lhi.s investigation included a curriculum audit
conducred by ~ conrracmr and V'tU'ious data submitted to and gathcn:d by A!)B . _<\frer careful examination of
all the available information, 1 tind there is a dear violation of ARS 15-J 12 as detailed bdow.
It.
foindmg
A. Relevant sttrure:
"15-112. Prorubjwd cpy[Sq; and dasses;, enfurcement
A. A l!chool district or charter school in tht5 state shall aor include in its Program of instruction
any courses oc classes that include any of the following;
I. Promote overthrowing the U.S. government;
2. Promote resentment towards a race or class of people:
3. Are desi~ed pritrulrily for pupils of a particular ethnic race; and
4. Advocate ethnic solidarity instead of the tn~atm<:nt of pupils as individilllls."
ADE065690
P . 15
MASD website displays a chart of the Mexic:.~.n Amcr.ic.m Studies Model 'Which is .srated
to be the foundation foe their curriculum and is explicitly directed towud Latino
students. The Model shows rhe focu~ to be academic proficienc~u~d ac-4dcmic identity
fur Latino students ro result in increased oc2demic achievement fdO.Latino students.
~~~
Website clearly states the Department WdS "formed to specifically eru)ance
the academic
success ofl.acino students" although tt can beuefit all stud~ stAJ.~t
uemonstnres the J?rogr:un and the Depwment exis~
Primiillf"t;iel:Ve
~ents.
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Much of the n:vicwcd curriculum and mateoals ~re;~e ~r ~~,g_o'f'T...acino or
.Hispanic origin a.nd thus a pan of an oppresscd.~ple. ~:..
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ADE065691
13:45
WElL GOTSHAL
1 21215833
3964
Case
4:10-cv-00623-AWT
Document 356 Filed 09/26/16 Page
of 226
FES-05-2016
P.16
basic text. the broveming board must approve all supplemental books to be used in the
colltl'e prior to approving the coutse. Additional duties are pre11cribed under these st"t.1:iuns
of st'".tn.lte for governing boards to tmlintain authority over texts and supplement-al materials
usc:d in all courses md subject them to puuli~.: review prior to adoption. For these purp<)$es
"textbooks" include all printed m~tecials, digital content and related printed and non-printed
material for usc by pupils in a classroom.
Our review of Tucson Unified School District Govenling Board agendas dating
back to Janu;u:y 2002 show no such review oc adoptions took place for the ar.:tual
courses of study. No evidence was found to support the TUSD Govemirig Bard has
reviewed my of the texts or supplemental materials used in ~y of the Program's
:tnio..
I.:OW:SCS.
"tRCJ."'
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Additionally, this failU(e to review and adot#.l~1~ue~iss als~~Iati~nltof the
TUSD governing bo~rd's own adoptd eli89r..!JJ whiclt~te~!l;;in pat't: "l11e Board
will approve the <."ourse of study, the basic
text t:~Utcrials
'fncl~mg digital rm~teri:Lls
1ct.:'..._,.,",
for each course, and all units rcoomrncntied for c~{iis under 'Mch general subject
ririe prior to implementation of:~fi;~q~us~~e Boal.!d;~ill :Uso approve and adopt
all new t:L.,;t and supplemenraq n~~;;;i!-<.:::~;,....
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As a result of the above fmdings, it is hereby}!!~red~~ 1'USOf8?atd has 60 days to bring the MexiCM
American $tudies Progr.un into complian'?~-lPitli~ 15!:'tl2. faWrcto do so shall rest1lt in the 'Withholding
of 10% of state funds.
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ADE065692
FES-05-2016
13:45
WEll GOTSHAL
1 212
3964
Case 4:10-cv-00623-AWT
Document 356 Filed 09/26/16 Page
16833
of 226
the: ftnt
,,.,,gwse:e and the thlhook!i be: rewrirulrl to emphMize the hetttngt and the
conmburion1 of the Mc..'dcan Amt'ril."'ln nt lndio-Hia;P',mo in the building
>fthe South'Wt:5t ... We Llem:uxi rhatnot only rhe bod which is our
.lllCC5tr-.U rVd'lt. ht. gwen back ro thc::~e pueblos, bur also r~rirur10n foe
on.incral, n:ttu'111 l'l'1!V utCCS , ~:azmg anc.l titnhcr used." Ps; 32..34
'The greac white fJthcr i$ dletrs, not 0\tn; ht' belo~ to dut side ot ttle
Rivt:.r. He wu.:s a che;U'Ct, liM the new boolc on the
bookkec:ping ~y~r.sn of Gc:o~ w~~hington pmves t!l:u he g:uncd 30
('>OUilds while hi' ~olclier~ weco llu.:itlp; :11 Vall~y tio~ ...Thr.n c:v:duate
rhflf rhtft pan uf MeJO:ico, 1\zrlan, W!l$ r.lkcn in ~n asgxx:nlve war of
c:1<p:ln.Sioni..'ill1 L"Vm wn t>ee rlun the Wllr in Voenum." Pg 37
M~:~~sippt
P.17
EXHIBIT B
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www.deconcinimcdonald.com
PLEASE REPLY TO TUCSON
hgaines@dmyl.com
The Notice of Violation was deficient on its face for failure to comply with
A.R.S. 42-1092.03:
Chapter 311 of Laws 2010, 49th Legislature, Second Regular Session, also commonly
referred to as HB2281 ("HB2281" or the "Statute") became effective either December 31, 2010
& LACY
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ATTORNEYS AT LAW
John Ruppenthal
June 22, 2011
Page 2
or January 1, 2011. 1 HB2281 added two new statutes, A.R.S. 15-111 and 15-112, and revised
an existing statute A.R.S. 15-843. A.R.S. 15-112(D) provides that "actions taken under this
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section are subject to appeal pursuant to title 41, chapter 6, article 10." A.R.S. 41-1092.03
provides that the notice of an appealable agency action shall:
1. Identify the statute or rule that is alleged to have been violated
or on which the action is based.
The Notice of Violation fails to identify classes or courses that violate the statute
A.R.S. 15-112 does not prohibit a school district from offering ethnic studies programs
or maintaining ethnic studies departments. In fact, it does not include the words "ethnic studies"
and does not even address the existence of programs or departments. Instead, it delineates four
elements that cannot be included in any courses or classes. See A.R.S. 15-112(A). A.R.S.
15-112(E) specifically allows "courses or classes that include the history of any ethnic group
and that are open to all students" and "that include the discussion of controversial aspects of
history." Additionally, A.R.S. 15-112(F) provides that A.R.S. 15-112 may not "restrict or
prohibit the instruction of the holocaust, any other instance of genocide, or the historical
oppression of a particular group ofpeople based on ethnicity, race, or class." (Emphasis added).
1
The text ofHB2281, as adopted by the Legislature and signed by the Governor, has an effective date ofDecember
31, 2010. The State's legislative web-site, however, recites an effective date of January 1, 2011.
2
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John Ruppenthal
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Page 3
The Notice of Violation fails to identify the name or location of even a single course that
allegedly violates A.R.S. 15-112. Instead, it relies on excerpts of text books and quotes from the
Mexican American Studies Department's web-site, which do not relate in any way to specific
courses, to conclude that the entire Mexican American Studies program is out of compliance
with A.R.S. 15-112. This lack of specificity makes it impossible for TUSD to identify and
remedy any alleged violation.
C.
The Notice of Violation relies almost exclusively on excerpts from texts found in ethnic
studies classroom, with no consideration or analysis of whether those texts are actually taught, in
which classes they are used (if at all) and if they are used, how the material is presented to
students. Notably, it would presumably be acceptable (and perhaps even necessary) to include
Marxist texts or writings of Adolf Hitler in an American History or World History course. Those
texts might include extremely disturbing content, but the inclusion of those texts in the
curriculum does not mean that the objectionable content is being taught to the students.
Furthermore, identifYing objectionable passages from written materials, without describing their
objectionable use in a particular course or class, does not provide TUSD with sufficient
information regarding any violation of A.R.S. 15-112.
D.
Mr. Ruppenthal contracted with Cambium Learning, Inc. to conduct a curriculum audit
of the TUSD Mexican American Studies ("MAS") Department. Cambium spent nearly two
months (March 7, 2011 - May 2, 2011) conducting a comprehensive audit of the MAS
department and issued an audit report dated May 2, 2011, detailing its extensive review of
materials and curriculum, together with site visits, classroom visits and numerous interviews
with interested parties (students, parents, teachers and administrators). Although Cambium found
some areas in which TUSD had failed to provide proper oversight of curriculum and materials, it
found that TUSD's MAS classes were in full compliance with A.R.S. 15-112. In spite of the
fact that Mr. Ruppenthal contracted for the audit and prepared and approved the scope of the
audit, he chose to disregard the findings of this comprehensive, independent audit in finding
TUSD in violation of A.R.S. 15-112. The findings of the audit are quite extensive and provide
valuable evidence in evaluating TUSD's compliance with A.R.S. 15-112.
II.
TUSD has taken (and intends to continue to take) steps to ensure that its Mexican
American Studies programs and courses are in compliance with A.R.S. 15-112.
On December 30, 2010, the TUSD Governing Board adopted a Resolution, attached
hereto as Exhibit B, setting forth its intent to comply in all respects with HB2281. On January 3,
&
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John Ruppenthal
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Page4
2011, the day classes resumed after the holiday vacation, TUSD conducted a training session for
all teachers who teach courses in the Mexican American Studies Department to familiarize them
with the requirements of HB2281 and TUSD's commitment to complying with HB2281. The
Notice of Violation states that the MAS Department's web-site demonstrates that the program
was designed for Latino students. The following quote from the web-site demonstrates that this
assertion is simply untrue: "While the Mexican American Studies Department was formed
specifically to enhance the academic success of Latino students, the educational model and
curriculum developed by the Mexican American Studies Department help all students." The
courses are intended for all students, and do not violate A.R.S. 15-112.
B.
In support of this finding of violation, the Notice states that the auditors did not have
access to a comprehensive or established curriculum. The Notice states further that there was no
consistency in materials or coursework "in separate class sections identified as the [sic] being the
same subject." Again, no specific course title is mentioned. This portion ofthe notice goes on to
cite to "limited materials the auditors reviewed and materials submitted to ADE" and finds that
these materials violated A.R.S. 15-112(A)(2). As noted above, specific materials are not
prohibited by the statute. Furthermore, a general statement that materials refer to "white people
as being 'oppressors' and 'oppressing' the Latino people" does not establish a violation of the
statute. Since there is no indication of how these materials are used in a specific course or class.
As noted above, A.R.S. 15-112(F) specifically provides that the Statute may not "restrict or
prohibit the instruction of ... the historical oppression of a particular group ofpeople based on
ethnicity, race, or class." (Emphasis added). To the extent that any materials cited in the Notice
of Violation (although no books or texts are specifically identified) may be used in a class, the
cited "quotes" do not establish that there is any violation of A.R.S. 15-112(A)(2) in the use or
presentation of these materials in any particular course.
C.
Mexican American Studies courses are not designed primarily for students of a
particular ethnic group:
Mexican American Studies courses are open to all students in the schools in which they
are offered. Students of all races and ethnicities are encouraged to enroll in these courses, and to
take advantage of the rigorous curriculum they provide. All ethnic studies programs in TUSD
are designed to promote multi-cultural awareness among all students, foster critical thinking
about important and sometimes difficult historical events, and engage students in intellectually
challenging coursework using topical themes that emphasize the diversity and complexity of our
community. The Notice of Violation focuses on the actual enrollment in these courses, as
compared to district-wide Hispanic enrollment. This ignores two significant factors- first, many
of the schools in which Mexican American Studies classes are offered have a higher Hispanic
enrollment than the district average. A more appropriate comparison is between Hispanic
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ATTORNEYS AT lAW
John Ruppenthal
June 22, 2011
Page 5
enrollment at a particular school and Hispanic enrollment in that school's Mexican American
Studies classes. Second, actual enrollment in a course has no relationship to the design or intent
of the District in creating the course. It is undisputed that students other than Hispanics enroll in
MAS classes, and that all students are permitted and encouraged to enroll. There is no evidence
of a violation of A.R.S. 15-112(A)(3).
Additionally, all of TUSD's ethnic studies programs are integral to the effective
implementation of TUSD's obligations under the post-unitary status plan that went into effect
when the federal court lifted its desegregation order in December 2009. As noted above, these
programs are not designed primarily for students of a particular ethnic group. They are,
however, an important tool in TUSD's efforts to ensure schools are operating in a nondiscriminatory manner in that they demonstrate to all students that different ethnic backgrounds
are valued and respected in TUSD and that the interdisciplinary study of different cultures is
important to the academic success of individual students as well as to the preservation of an
integrated academic community.
D.
A.R.S. 15-112(A)(4) prohibits course or classes that "advocate ethnic solidarity instead
of the treatment of individuals." The Notice of Violation fails to include any specific citations or
references to ways in which any MAS class violates this statute. Again, there are general
references to "curriculum and materials," which allegedly "emphasize the importance ofbuilding
Hispanic nationalism and unity." Contrary to the findings in the Notice of Violation, Cambium's
audit found that "no evidence as seen by the auditors exists to indicate that instruction within
Mexican American Studies Department program classes advocates ethnic solidarity; rather it has
been proven to treat student as individuals." Cambium Audit at p. 63. The Notice of Violation
does not present any evidence to support a finding contrary to the finding of the auditors aftef
who had review ed course materials and visited numerous MAS classes.
HI.
Under the vagueness doctrine, a law is unconstitutional if it "(1) does not allow a person
of ordinary intelligence a reasonable opportunity to know what is prohibited, or (2) lacks explicit
standards, thus permitting arbitrary or discriminatory enforcement." Grayned v. City of
Rockford, 408 U.S. 104, 108-09 (1972). A law can be vague on its face and/or vague as applied.
HB2281 is vague in both ways.
HB2281 does not provide that a school district cannot offer ethnic studies programs.
Instead, it delineates four elements that cannot be included in any courses or classes. See A.R.S.
15-112(A). The Statute goes on to specifically allow "courses or classes that include the
history of any ethnic group and that are open to all students" and "that include the discussion of
controversial aspects ofhistory." A.R.S. 15-112(E). Additionally, A.R.S. 15-112(F) provides
& LACY
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
John Ruppenthal
June 22, 2011
Page 6
that the Statute may not "restrict or prohibit the instruction of the holocaust, any other instance of
genocide, or the historical oppression of a particular group ofpeople based on ethnicity, race, or
class." (Emphasis added).
A.
It is unclear on the face of A.R.S. 15-112 what would violate the elements in subsection
A. For example, studying the history of slavery in the United States may engender feelings of
resentment among some students, even though that is not the intended result of the curriculum,
and thus may be construed as a violation of subsection A(2). A.R.S. 15-112 gives no guidance
as to how a district must structure its curriculum to ensure it is not perceived as "promot[ing]
resentment toward a race or class of people" while trying to teach students about important
historical events that involve systemic oppression of one race or class of people by another.
A.R.S. 15-112is simply too vague for TUSD to have reasonable notice as to what it may or may
not do to comply.
B.
TUSD has made and will continue to make diligent efforts to ensure that its courses,
which are expressly allowed by A.R.S. 15-112 (E) and (F), do not include the elements
prohibited by A.R.S. 15-112(A). In spite of these steps, Mr. Ruppenthal maintains that the
program is in violation, but gives no indication of what steps would be necessary to bring it into
compliance. In the Notice of Violation, Mr. Ruppenthal fails to identify any act or policy of
TUSD that runs afoul of A.R.S. 15-112, but rather includes general citations to "curriculum and
materials" that may be used in some of the department's classes. He does not identify the class or
classes in which the alleged violations occurred. The MAS Department offers numerous courses
at numerous grade levels. Each of these courses must be evaluated individually to determine
compliance with A.R.S. 15-112. If the only standard for violation of A.R.S. 15-112 is general
citations to materials that may not even be used in a particular class (or any class), it is
impossible to determine what acts would result in compliance. Furthermore, the standard for
finding a violation cannot be that the Superintendent of Public Instruction thinks that
"violations" have occurred as a result of limited anecdotal evidence and general excerpts from
texts and materials, along with limited information regarding the curriculum of some classes,
taken out of the context of any particular class.
IV.
In addition to finding violations of A.R.S. 15-112, Mr. Ruppenthal alleges that the
District has failed to comply with A.R.S. 15-341, 15-721 and 15-722, which outline certain
obligations of the Governing Board with regard to curriculum oversight and textbook approval.
While compliance with these statutes is undoubtedly within the purview of the Arizona
Department of Education, failing to comply does not subject TUSD to sanctions under A.R.S.
& LACY
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
John Ruppenthal
June 22, 2011
Page 7
15-112. Accordingly, although TUSD does not agree with the Superintendent's conclusions
with regard to these statutes, it is not addressing those allegations in this Notice of Appeal. The
sole focus of any hearing on this appeal must be TUSD's compliance with A.R.S. 15-112, as
the authority to withhold 10% ofTUSD's state aid funds relates only to A.R.S. 15-112.
For the foregoing reasons, TUSD appeals from the Superintendent's findings and
requests that an administrative hearing be scheduled at the earliest possible date. Please do not
hesitate to contact me if you have any questions regarding the foregoing.
I
tleather K.'Gaines
Enclosures
c (via e-mail): John Pedicone, Superintendent
Martha Durkin, Lead Legal Counsel
Carrie Brennan, Assistant Attorney General
I:\FILES\DOCS\TUCS03\101226\DOC\LH4041.DOC
State of Arizona
Department of Education
I.
Summary
On January 1, 2011, pursuant to Arizona Revised Statutes (ARS) 15-112 (B) then Superintendent of
Public Instruction Tom Horne issued a finding of violation by Tucson Unified School District's Mexican
American Studies Program. Laws 2010, Chapter 311 which added ARS 15-112 became effective on January
1, 2011, the same day the initial finding was issued. Tucson Unified School District (TUSD) was not in session
due to winter break at the time the violation was issued, therefore, as the new Superintendent of Public
Instruction, it was incumbent upon me to determine if, in fact, TUSD was in violation of the statute post
January 1, 2011.
In order to determine whether or not the Tucson Unified School District's (TUSD) Mexican American
Studies Program (Program) violates any of the provisions of ARS 15-112, the Arizona Department of
Education (ADE), at my direction, conducted an in depth investigation and review of the Program and its
curriculum, materials, content and teaching practices. This investigation included a curriculum audit
conducted by a contractor and various data submitted to and gathered by ADE. After careful examination of
all the available information, I find there is a clear violation of ARS 15-112 as detailed below.
II.
Finding
A. Relevant statute:
"15-112. Prohibited courses and classes; enforcement
A. A school district or charter school in this state shall not include in its Program of instruction
any courses or classes that include any of the following:
1. Promote overthrowing the U.S. government;
2. Promote resentment towards a race or class of people;
3. Are designed primarily for pupils of a particular ethnic race; and
4. Advocate ethnic solidarity instead of the treatment of pupils as individuals."
B. Violation- 15-112 A (2)
During classroom observations, no established curriculum was observed by the ADE auditors.
Additionally, the head of the Mexican American Studies Department (Department), which
administers the Program, refused both to be interviewed by the auditors and to provide
complete curriculum materials to allow for a full evaluation of the utilized curriculum and
classroom teachings. The auditors were unable to review any comprehensive curriculum.
Materials in the classroom were generally non-existent and no consistency in materials or
coursework existed in separate class sections identified as the being the same subject.
1535 West Jefferson Street, Phoenix, Arizona 85007 (602) 542-5460 www.azed.gov
However, the limited materials the auditors reviewed and materials submitted to ADE contained
content promoting resentment towards a race or class of people which are clear violations of
Subsection A (2). Our finding is based on the limited curriculum and materials reviewed at TUSD
and additional materials gathered independently of the conducted classroom observations.
Examples of such content include:
Reviewed materials repeatedly reference white people as being "oppressors" and
MASD website displays a chart of the Mexican American Studies Model which is stated to
be the foundation for their curriculum and is explicitly directed toward Latino students.
The Model shows the focus to be academic proficiency and academic identity for Latino
students to result in increased academic achievement for Latino students.
Website clearly states the Department was "formed to specifically enhance the academic
success of Latino students" although it can benefit all students, the statement
demonstrates the Program and the Department exists primarily to serve Latino students.
Much of the reviewed curriculum and materials address the reader as being of Latino or
Hispanic origin and thus a part of an oppressed people.
Subsection 2 requires governing boards to exclude from schools all books, publications,
papers or audiovisual materials of a sectarian, partisan or denominational character.
Much of the curriculum and material reviewed was of a partisan nature; in fact the intent
of some materials is partisanship and political organization.
Subsection 5 directs governing boards to set the curriculum and other criteria required to
promote pupils from one grade to the next and for graduation as long as it conforms to
the minimum criteria set by the State Board of Education (ARS 15-701 and 15-701.01).
Local governing boards may require additional curriculum and criteria. Many of the high
school course offerings from the Department are offered for credit towards graduation.
As a result of the above findings, it is hereby ordered that the TUSD Board has 60 days to bring the Mexican
American Studies Program into compliance with ARS 15-112. Failure to do so shall result in the withholding
of 10% of state funds.
I want to stress that few materials were available to be observed in the classroom or were
provided to the auditors.
Finally, while invited to participate in the curriculum audit process, key leadership in the
Mexican American Studies Department refused to cooperate- including the Director of the
Department.
Despite these limitations, we were able to accumulate substantial information from many
sources. I used the facts found within that information to render my determination today.
Before I declare my findings, I will lay out the relevant state statute.
A.R.S. 15-112 reads as follows: Prohibited courses and classes; enforcement
A. A school district or charter school in this state shall not include in its Program of
instruction any courses or classes that include any of the following:
1. Promote overthrowing the U.S. government;
2. Promote resentment towards a race or class of people;
3. Are designed primarily for pupils of a particular ethnic race; and
4. Advocate ethnic solidarity instead of the treatment of pupils as individuals."
It is important to note that a violation of any one of these four provisions constitutes a violation
of the entire statute.
I find Tucson Unified School District in Violation of 15-112 A (2)- promote resentment
towards a race or class of people
The materials gathered by, and submitted to, the Arizona Department of Education, as well as
the materials the auditors reviewed contained content promoting resentment towards a race
or class of people.
Just a few examples of the evidence supporting this finding include:
Reviewed materials repeatedly refer to white people as being "oppressors" and "oppressing"
the Latino people.
Reviewed materials present only one perspective of historical events- that of the Latino people
being persecuted, oppressed and subjugated by the "hegemony"- otherwise known in this
material as white America.
I find Tucson Unified School District in Violation of 15-112 A (3)- are designed primarily for
pupils of a particular ethnic race
In addition to the reviewed classroom materials and instructional content, the Mexican American
Studies Department website clearly indicates the Program is primarily designed for pupils of a
particular ethnic race.
Just a few examples of the evidence supporting this finding include:
The TUSD Mexican American Studies Department website itself. It displays a chart of its
Mexican American Studies Model which is the foundation for its program and is explicitly
designed for Latino students.
Much of the reviewed materials address the reader as being of Latino origin and thus a part of
an oppressed people.
This finding is supported by the fact that an extraordinary percentage of students enrolled in
Program classes are Latino- over 90%- compared to the Latino student population at Tucson
Unified School District, which is 60%
I find Tucson Unified School District in Violation of 15-112 A (4)- advocate ethnic solidarity
instead of the treatment of pupils as individuals
Please note that much of the evidence supporting violations of Subsection A (2) also indicate
violations under subsection A (4).
An example of the evidence supporting this finding includes:
Reviewed Mexican American Studies Program materials repeatedly emphasize the importance
of building Latino nationalism and unity versus identifying students as individuals.
As a result of the investigation and review of the Mexican American Studies Program and its
classroom materials and instructional content, I find there is substantial evidence of a clear
violation of Arizona Revised Statute Section 15-112 by the Tucson Unified School District.
The Tucson Unified School District Governing Board has 60 days to bring the Mexican American
Studies Program into compliance with A.R.S. 15-112.
Failure to do so shall result in the withholding of 10% of the monthly apportionment of state
aid to Tucson Unified School District until such time as they come into compliance.
I will now take a few questions.
EXHIBIT C
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No. 11 F-002-ADE
ADMINISTRATIVE
LAW JUDGE DECISION
N0.1
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HEARING: August 19, 2011 , August 23, 2011 , September 14, 2011, and
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terminated , or whether the MAS program has achieved a certain level of academic
success, or whether the MAS program is an effective program, or whether MAS classes
are being taught in accordance with State standards.
This hearing was held solely to determine whether Superintendent John
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Huppenthal's June 15, 2011 determination that the Mexican American Studies ("MAS")
program in the Tucson Unified School District No. 1 ("District") violates Arizona Revised
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designed primarily for one ethnic group (Mexican Americans), or (A)(4) by advocating
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the hearing dates, which were held more than 60 days from Superintendent
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---
DATE: (, , (;)./. I (a
CAROLINE CHAPMAN
For purposes of this decision, as reflected in the evidentiary record and references made by the parties,
the use of the terms Mexican American , Chicano, Xicano, Latino, Raza, and Hispanic are used
interchangeably.
Office of Administrative Hearings
1400 West Washington, Suite 101
Phoenix, Arizona 85007
(602) 542-9826
L-------------~~~139
Huppenthal's June 15, 2011 determination, the MAS program had one or more courses
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or classes that violate A.R.S. 15-112(A)(2), (3), and (4). The Administrative Law
Judge also concludes that grounds exist for the Superintendent of Public Instruction and
the Arizona Department of Education (collectively referred to herein as the "Department"
unless otherwise noted) to withhold 10% of the monthly apportionment of state aid
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unless the District comes into compliance with A.R.S. 15-112. See A.R.S. 156
112(8).
7
APPLICABLE LAW
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WITNESSES
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a.
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Program Chief Stollar"), holds a graduate degree in the field of education and has been
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b.
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c.
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d.
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e.
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Superintendent Pedicone").
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f.
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government class taught at Rincon High School during the 2009-2010 year ( "Parent
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John A. Stollar, Jr., the Department's Chief of Programs and Policy ("Department
Dr. Mark Stegeman is the President of the District's Governing Board who holds
AV003141
g.
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Martin Sean Arce is the District's current director of the MAS Department ("MAS
Director Arce").
h.
Dr. Sandra Stotsky ("Dr. Stotsky"), is a tenured and chaired professor in the
a.
Dr. Abel Morado is the principal of Tucson High Magnet School ("Principal
Morado").
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b.
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Policy and Reform and the head of the Department of Educational Policy Studies and
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Practice at the University of Arizona. He is also the chair of the Center for the Study of
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Higher Education.
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c.
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Superintendent Menconi"). She has numerous degrees and completed her doctoral
work at New Mexico State University in educational management and development. A
majority of her post-doctoral work was done at Harvard in the area of educational
management and development. She has been in public education for 39 years, 25 of
those have been as an administrator at various schools in Arizona and other states.
She spent five years as a leadership consultant for the Arizona Department of
Education.
d.
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Julie Elvick-Mejia, a third grade teacher for the District at Ochoa Elementary
School ("Teacher Elvick-Mejiia"), has worked with the teachers from the MAS program
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Procedural History
1.
The MAS program in the District began in or about the spring of 1998.
2.
For the 2011 Spring Semester, the MAS program offered classes in Literature,
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3.
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At the elementary school level, the MAS classes were conducted through classes
arranged by either the principal or teacher of the elementary school. In regular classes,
the District had MAS teachers who co-taught various topics through a Mexican
American perspective that were integrated into the normal lesson plans.
4.
At the middle school level, the MAS classes that were offered as electives
5.
At the high school level, the MAS classes were offered in Literature, American
History, American Government/Social Justice, and Chicana/o Art, and could be used to
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6.
A.R.S. 15-112 was enacted by the Arizona Legislature in the spring of 2010
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7.
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On December 30, 2010, prior to the effective date of the law, the District's
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15-112.
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8.
In January, 2011, the District conducted a training session for all teachers who
teach courses in the MAS Department to discuss the governing board's resolution that
addressed certain provisions of A.R.S. 15-112.
9.
his finding that the District's MAS program was in violation of A.R.S. 15-112.
10.
community regarding the manner in which educational instruction was being conducted
in the MAS program. The Department did not receive any similar complaints regarding
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any other ethnic studies in the District. The Department is required by statute to
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consider and investigate complaints relating to public schools. See A.R.S. 15-231.01.
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12.
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MAS program to reach his own conclusion whether the District's MAS program was in
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AV003143
13.
2
The scope of review set by the Department required that Cambium evaluate
whether the MAS program curriculum was in compliance with A.R.S. 15-112. The
5
auditors were also to determine whether the MAS classes were designed to improve
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15.
Cambium subcontracted all of the work to the National Academic Educational Partners
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("NAEP"). 4
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16.
In March 2011, NAEP proceeded to perform the curriculum audit of the District's
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MAS program.
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17.
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decision could be communicated to the District by the end of the 2011 Spring Semester.
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18.
The Cambium auditors found that the MAS classes did not violate A.R.S. 15-
112, and such findings were reported in the Cambium Report (Exhibit A at CAM
001657).
19.
Because of the concerns the Department had regarding the conclusions reached
in the Cambium Report based upon the data contained therein, as well as the limited
information auditors were given access to, the Superintendent decided to conduct an
independent review of the MAS curricular materials before making a determination
whether the District was operating its MAS program in compliance with A.R.S. 15-112.
20.
The Department requested that the District provide it with the textbooks and
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Witnesses made references to Cambium Learning Group and Cambium, and the final audit report
(Exhibit A) made reference to Cambium Learning, Inc. There was no issue raised at hearing or evidence
presented that would indicate that Cambium, Cambium Learning, Inc., and Cambium Learning Group are
not the same entity.
3
For purposes of this hearing, the only relevant issue in the Cambium Report is whether the MAS
Department's curriculum was in compliance with A.R.S. 15-112.
4
Even though NAEP conducted the audit, the parties referred to the results of the audit as the Cambium
Report, and for purposes of this decision, no distinction is made with respect to NAEP and Cambium
regarding the audit activities, the audit results, or the report.
AV003144
21.
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The Department reviewed the Cambium Report, and all materials reviewed by
the auditors, as well as independently compiled materials and textbooks from the MAS
program obtained through a subpoena issued from the Arizona Attorney General's
Office directed to the District, production of documents made by the District in response
to the Department's request for materials used in the MAS program, and materials
submitted to the Department from the Tucson community.
22.
District's MAS program violated A.R.S. 15-112 (A)(2),(3), and (4). Superintendent
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Huppenthal provided a description of the rationale for his decision and attached to the
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determination a list of excerpts from textbooks and materials that the District presented
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to the Department.
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that his findings were limited and that the investigation was hampered by a lack of
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cooperation from the MAS Director and the District's failure to provide a written
curriculum for each of the classes offered as a part of the MAS program.
24.
The District appealed the Superintendent's June 15, 2011 determination, which
brought this matter for hearing before an Administrative Law Judge with the Office of
Administrative Hearings, an independent State agency.
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MAS Program
25.
In the fall of 2008, MAS Director Arce became the Director of the MAS program.
He reported directly to the District's Superintendent until March 2011. In his capacity as
director, MAS Director Arce has a supervisory role over the pedagogy and curriculum
used in the MAS program. MAS Director Arce is responsible for the evaluation of MAS
teachers.
26.
Prior to being appointed as the director, MAS Director Arce taught American
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MAS Director Arce acknowledged that to advocate for Chicano or Mexican civil
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It is undisputed that from January 1, 2011 through June 15, 2011, the MAS
program did not have a comprehensive written curriculum and did not have textbooks or
materials that had been approved by the District's governing board.
29.
During the time period at issue, MAS teachers had access to certain textbooks
and materials that were accessible on a shared computer server, some of which were
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shown during the hearing to follow the pedagogy of the MAS program.
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30.
MAS Director Arce testified that since the enactment of A.R.S. 15-112, there
have not been any major changes in the curricular materials available to MAS teachers
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31.
The MAS teachers had discretion as to which materials could be used in their
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Cambium Report
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32.
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used in the MAS program, classroom observations, interviews with MAS teachers and
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lesson plans or units utilized in the curriculum, textbooks, student assessments, and
sample student work in conjunction with classroom observations.
34.
District Deputy Superintendent Menconi was the primary point of contact for the
auditors.
35.
During the audit, the auditors requested that the District provide teachers' lesson
MAS teachers told auditors that "student works [were] not retained, rather [they
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were] sent home instead." Ex. A at 65 [CAM 001721]. However, some MAS student
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work samples were retained and produced by the District during the course of discovery
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in this matter and were presented as exhibits. After the filing of its appeal and the
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commencement of discovery in preparation for the instant hearing, the District produced
at least 10,000 pages of written curriculum for all grade levels and sample student work
from MAS classes conducted in the spring of 2011.
38.
Auditors were informed that there was no District policy "specifying a consistent
practice for daily or cumulative lesson plan retention," and it was common practice for
the MAS high school teachers to "write the plan on the board." Ex. A at 65 [CAM
001721]. However, MAS Director Arce testified that there is a district-wide policy
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39.
Because the auditors were not provided with lesson plans or sample student
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work, the scope and sequence of [MAS] lessons could not be determined nor could it be
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40.
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would outline how the materials would be taught during the school year are necessary
parts of a sound curriculum. Department Associate Superintendent Hrabluk, Day 1
(p.m.) at 136:16-25; 137:1-2.
Classroom Visits by Auditors
41.
The audit team observed classroom instruction and reviewed curriculum and
materials in eleven schools served by the MAS Department. Exhibit A at 16, [CAM
001672]. The auditors observed about 34% of MAS classes or courses.
42.
conducting unannounced classroom visits was to ensure that the auditors obtained a
reliable and authentic observation of MAS classes as they regularly occur.
43.
Department Program Chief Stollar testified that if teachers know in advance that
they are going to be observed, they have a tendency to change their lesson so that it
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44.
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frame for when the auditors would be conducting classroom visits and did not know
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whether the principals informed teachers of when the auditors were coming.
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45.
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MAS Director Arce testified that he told the MAS teachers the auditors were
The auditors did not observe any MAS classes being taught at the elementary
school level by a MAS teacher because none of the elementary MAS teachers were
available or teaching MAS classes at the time the auditors visited the elementary
47.
The audit team attempted to observe three MAS middle school classes. In one
of the middle school classes, the teacher was on her "planning time with no students."
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48.
In a middle school class for bilingual education, the students were engaged in a
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math lesson because their traveling MAS teacher was unavailable. /d. at 76 [CAM
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001732].
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49.
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Auditors only observed one middle school class that actually was engaged in a
lesson. The class was about the Mexican American Revolution. /d.
High School Classes Observed
50.
The auditors observed five Latino Literature classes offered to the District's high
school students. Ex. A at 80 [CAM 001736]. Of those five classes, one had a substitute
teacher, who showed a video to the class. /d. at 81 [CAM 001737]. Another class had a
guest speaker who spoke about potential grant and scholarship opportunities for
college. One class had a writing lesson that the auditors believed had been staged for
their review /d. at 82 [CAM 001738]. In the remaining two classes, the auditors
observed the students interacting with selected literature. /d. at 81-82 [CAM 001737001738].
51.
The auditors observed six of the sixteen MAS history classes offered at the
District. The auditors noted that the history lessons for every class covered different
subjects. Ex. A at 86 [CAM 001742].
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52.
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the auditors observed, the students were engaged in completing projects. The auditors
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noted that "[t]he main component in each of these classes was a desire to know and
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understand current events relevant to students, and the research and discussion
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strategies necessary to report findings and accept varying opinions." Ex. A at 90 [CAM
001746].
53.
The auditors noted that the "content" of students' Chicano artwork in MAS art
classes is "derived from social commentary, political statements, and social justice
issues from a multicultural perspective." /d. at 93 [CAM 001749]. Although the auditors
did not observe any textbooks, use of magazines and art reference books were
54.
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[CAM001672].
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coordinate a focus group interview with the Mexican American Studies community
advisory board, an advocacy group supportive of the District's MAS program. MAS
Director Arce did not, however, provide such assistance.
56.
advocates of the MAS program were responsible for selecting some of the participating
students. Therefore, the focus group interviews were biased.
Curriculum Units
57.
The auditors noted in the Cambium Report that they only obtained nine MAS
curriculum units during the course of the audit. Ex. A at 32 [CAM 001688]. The
auditors reviewed two additional curricular units during classroom visitations. /d.
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58.
24
regarding curriculum units, Department Program Chief Stollar defined a curriculum "unit"
25
as one week of lessons., He testified that one semester would include approximately 18
26
27
According to Department Program Chief Stollar's estimate, the MAS program courses
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29
30
11
AV003149
59.
2
3
Department Program Chief Stollar opined that under such an analysis, the
auditors were provided with less than 20% of the written curriculum units used in the
courses offered by the MAS program.
60.
requests made by the Department for the instant hearing were not previously produced
5
to Cambium or to the Department. However, based on what was produced, the auditors
6
found that three out of the nine total MAS curriculum units "contain an overabundance
7
61.
10
written curriculum minutes, she can tell whether a lesson is being delivered in a biased
11
testified that from her review of the MAS materials, the MAS program was in violation of
13
A.R.S. 15-112.
14
62.
16
17
18
19
20
21
22
23
24
25
26
27
A major concern the Department had with the Cambium audit was that while the
Cambium Report found certain flaws in the curriculum and organizational structure of
the MAS program, it reached conclusions that did not comport with those findings. The
Department was also concerned that the person in charge of the MAS program, MAS
Director Arce, had been requested to meet or speak with the auditors but did not do so.
63.
the curriculum units they were provided with, and they noted that there were books that
might be inappropriate for student use. Ex. A at 35-37 [CAM 001691-001693).
64.
The auditors also noted that "[t]here [was] no direct connection of required
reading texts or suggested reading texts in every curriculum unit. Therefore, the audit
team [could not) determine whether all books are currently in use." /d. at 37 [CAM
001693].
65.
28
Superintendent Hrabluk felt that the report on classroom observations was extremely
29
limited.
30
12
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66.
2
3
4
written curriculum, a classroom observation can only provide a brief 20-30 minute
"window of viewing" of what is being taught on the day and time that the class is visited.
Department Associate Superintendent Hrabluk, Day 2 (a.m.) at 15:3-5.
68.
strange that the MAS history classes observed by the auditors covered different
8
subjects because all six classes were for the same grade level and offering the same
9
MAS Website
11
69.
MAS Director Arce testified that while the MAS classes had been originally
12
designed primarily for Mexican American students, the MAS classes address the needs
13
of the lowest-performing students in the District and the classes are designed to benefit
14
all students.
15
70.
16
17
18
19
20
21
22
23
24
25
26
The MAS website contains the following passage: "While the Mexican American
Studies Department was formed specifically to enhance the academic success of Latino
students, the educational model and curriculum developed by the Mexican American
Studies Department help all students." Exhibit Gat DMYL TUSD 015240.
71.
The MAS website describes the purpose and design of its academic model,
The MAS website also includes the following statements: "The department is
27
firmly committed to the following with an academic focus ... Working towards the
28
29
promoting teacher education that is centered within Critical Pedagogy, Latino Critical
, Providing and
30
13
AV003151
3
4
74.
The Department contended that the pedagogy of the MAS program is relevant in
determining whether the MAS program, the materials used, and the teaching materials
of the MAS teachers violate A.R.S. 15-112. Further, during the hearing the parties
addressed the pedagogy of the MAS program and how it relates to certain materials
75.
76.
14
texts, curriculum, assessments, and student work, demonstrates that MAS classes
15
cause students to develop a sense of racial resentment toward the "white oppressor'' or
16
17
18
19
20
21
22
23
24
25
26
27
28
"dominant" group. The philosophy of "us against them" is a persistent theme that exists
within the MAS program.
77.
the [MAS] curriculum is that there is an upper class and a lower class which is
substantially but not exactly identified with ethnicity." District Board President
Stegeman, Day 1 (p.m.) at 82:4-8.
78.
Dr. Augustine Romero ("Dr. Romero"), a former MAS program director, and MAS
Director Arce have significantly influenced the pedagogy of the MAS program. In
particular, the Department referenced an article co-authorized by Dr. Romero and MAS
Director Arce entitled "Culture as a Resource: Critically Compassionate Intellectualism
and its Struggle Against Racism, Facism, and Intellectual Apartheid in Arizona" (Ex. 5 at
ADE 000919) to show the educational philosophy underlying the MAS program. /d. at
ADE 000919.
29
79.
30
academic article authored by Dr. Romero, and in part by MAS Director Arce when MAS
AV003152
Director Arce was a graduate student, and it does not represent the views of the District
2
3
4
5
6
or pedagogy of the MAS program. The District's position overlooks the facts that the
program's pedagogy was developed by Dr. Romero and MAS Director Arce and that the
article addresses what has in fact developed in the MAS program. Further, it is
uncontroverted that nothing has changed in the MAS program's pedagogy from its
inception through the effective date of A.R.S. 15-112.
80.
In the article, Dr. Romero and MAS Director Arce state that "we will break this
paper into three sections: The Social and Historical Context, our Barrio Pedagogy, and
8
10
81.
11
pedagogy" used in the MAS program utilizes "critical Latino race" theory and "critical
12
MAS Director Arce, Day 2 (p.m.) at 31 :20-32:16; District Superintendent Pedicone, Day
14
2 (a.m.) at 87:9-13.
15
16
17
18
19
20
21
22
23
24
82.
According to MAS Director Arce, "critical race theory utilizes a racimized 6 lens to
look at different issues, different problems within our society." MAS Director Arce, Day
2 (p.m.) at 61:4-7.
83.
MAS Director Arce and Dr. Romero state in the article that the rationale behind
this "racismized" pedagogy is premised upon the belief that "the United States of
America was founded and constructed on racism" and that ""[f]rom its inception,
America and Americans have operated on the belief that whites were superior to all
other races." (Ex. 5 at ADE 000926). They urge that the role of the "critical educator" at
the District is not merely to teach students, but to use the classroom to encourage
activism.
25
26
27
5
28
29
30
"MASD" is a defined term. In the article (Ex. 5 at ADE 000919), "MASD" is defined by MAS Director
Arce and Dr. Romero as "the Tucson Unified School District's (TUSD) Mexican American Studies
Department (MASD)."
6
This term was shown to have been created by Dr. Romero/MAS Director Arce, as evidenced in Exhibit
5, and the spelling of this term in the transcript of this proceeding is different than how it is spelled in
Exhibit 5.
15
AV003153
84.
2
MAS Director Arce testified that "critical pedagogy" is "steeped in Paulo Freire's
outlook on education wherein you see students not as empty receptacles but as bearers
of knowledge that come into class." MAD Director Arce, Day 2, (p.m.) at 154:16-19.
85.
Dr. Romero and MAS Director Arce summarized the MAS pedagogy as follows:
6
7
8
9
86.
11
MAS Director Arce, the article's description of the MAS pedagogy cited above is an
12
13
14
15
The critical educator cannot wait for the dominant group or the American
structure to correct itself. The critical educator must understand that the
oppressors cannot see the nature of their ways. Given this understanding,
it is my belief that the dominant group is incapable of critical reflection or
redemptive remembering, both of which are required for the creation of a
truly egalitarian structure. Because of their linear thought and messianic
self image, however, the dominant group is unable to reflect upon its
actions; therefore, all it sees is the American structure it created.
16
17
18
19
20
21
22
23
24
District Superintendent Pedicone confirmed that this quote contains "an accurate
description of what the critical educator is called to do in the Mexican American studies
programs at TUSD." District Superintendent Pedicone, Day 2 (a.m.) at 89:8-91:6.
25
26
27
89.
28
behalf of the District regarding the importance of ethnic studies in the educational
29
system.
30
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AV003154
90.
2
3
4
5
6
Dr. Romero and MAS Director Arce's article notes that in pursuing social justice,
they and their students engage in exercises of problemization that deliberately attempt
to "racismize" the process and use "barrio pedagogy." See Ex. 5 ADE at 000928;
000919.
91.
Although Dr. Milem had reviewed MAS Director Arce and Dr. Romero's article,
intellectualism" model upon which the MAS program is based. See Ex. Gat DMYL
8
TUSD 015237.
9
93.
Dr. Milem testified that ethnic studies classes "are not designed inherently for
10
94.
Dr. Milem testified that there are benefits of ethnic studies to "white" students
12
who take the classes, as well as for students of color, and that ethnic studies enhance
13
95.
15
16
17
18
19
20
21
22
23
Dr. Milem also testified that for Anglo students, ethnic studies classes can initially
create a sense of disequilibrium by challenging "their world view about a lot of issues,"
but that over time, with appropriate instruction, such "disequilibrium" would generally be
resolved. Milem, Day 3, (p.m.), at 5:11-20; 8:14-21. However, Dr. Milem did not know
whether the specific instruction in MAS classes or the specific MAS curriculum would
bring the "disequilibrium" to a resolution due to his lack of knowledge of the actual
instruction. ld. at 44:9-13.
96.
Dr. Milem testified that the use of critical race theory and critical pedagogy in
ethnic studies courses would not promote racial resentment or advocate ethnic
solidarity.
24
97.
25
racism does not promote racial resentment, and, in fact, "the failure to teach this part of
26
27
98.
28
interactions he has had with MAS Director Arce, discussions with students who have
29
been enrolled or are enrolled in MAS classes, teachers who taught MAS classes, and
30
Dr. Milem opined that teaching students about historical facts of oppression and
Dr. Milem further testified that his knowledge of the MAS program comes from
17
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summer institute for professional development provided to MAS teachers by the District
2
Dr. Milem acknowledged that he had not reviewed all of the materials that were
submitted into evidence at the proceeding, had not reviewed all of the materials used in
4
100.
The Administrative Law Judge finds that Dr. Milem's testimony is of extremely
limited value with respect to the issue of whether the MAS program violates A.R.S.
7
15-112(A), Dr. Milem's testimony focused mainly on ethnic studies generally and, to the
8
extent it involved the MAS program specifically, he had minimal knowledge of the MAS
9
101.
12
an expert in K-12 standards and curriculum. She acknowledged that she is not an
13
17
18
19
20
21
22
23
24
25
26
102.
Dr. Stotsky opined that the materials presented in the hearing exhibits were not
academically beneficial because they did not attempt to develop critical thinking.
103.
Dr. Stotsky testified that, to her knowledge, critical race theory is not used in the
Dr. Stotsky reviewed Exhibit 5 and testified that she has never seen "barrio
In contrast to Dr. Milem's testimony, Dr. Stotsky testified that disequilibrium is not
used very much in the classroom setting, although she acknowledged that it has in the
past been used in science classes.
106.
psychology that refers to stages in the development of the thinking process but that
disequilibrium is not a curriculum theory.
107.
Dr. Stotsky further testified that from the materials she reviewed, including her
27
review of Dr. Milem's testimony, she could find no evidence to suggest that resolution of
28
29
students.
30
18
AV003156
108.
2
3
4
With respect to Freire's philosophy that is applied in the MAS program, Dr.
Stotsky explained that Freire dealt with illiterate adults in Brazil and did not focus on K12. She is unaware of any academic or empirical effectiveness of any program or
curriculum that has used Freire's pedagogical approach to K-12 education.
109.
Dr. Stotsky testified what was lacking in the MAS program was a balanced
approach, meaning one that offers more than one perspective or view (i.e., that it was
6
not biased). Dr. Stotsky opined that the MAS materials she reviewed identified Latinos
7
identified as the oppressed and "Whites" as the oppressor, and were designed to
8
110.
Dr. Stotsky testified that based on her review of the materials, she believes at
10
least some MAS classes violate A.R.S. 15-112 by promoting racial resentment, and
11
testified that she believes that the MAS classes are designed for students of a particular
13
ethnic group.
14
111.
16
17
18
19
20
21
22
23
24
25
District Board President Stegeman testified that based on his observations at the
high school MAS classes, the classes are primarily for Latinos, and he is concerned that
MAS classes promote racial resentment, and advocate ethnic solidarity instead of
treating students as individuals. District Board President Stegeman expressed his belief
that the MAS program should be terminated and rebuilt.
112.
District Board Member Hicks testified as to his belief that the MAS program
constitutes a form of "racial indoctrination," that the District is operating the MAS
program in violation of A.R.S. 15-112, and the program must come to an immediate
end. District Board Member Hicks, Day 1, (p.m.) at 109:5-11, 111 :5-20.
113.
District Superintendent Pedicone testified that the District's other board members
26
114.
27
Menconi testified to having observed certain MAS classes and did not observe that the
28
29
115.
30
intellectualism," one of the pedagogical approaches used in the MAS program, does not
MAS Director Arce testified regarding his belief that "critically compassionate
19
AV003157
promote ethnic solidarity and does not promote racial resentment. MAS Director Arce
2
3
4
further testified that the MAS classes do not promote resentment of Anglos by Latino
students, and that the MAS classes are designed to benefit all students, not just Latino
students.
Classroom Materials and Observations of Teachers
Elementary School
6
116.
Several lesson plans show that "barrio pedagogy" is being used at the
entitled "Birth of the Mestizo." includes a poem describing Mexican American people as
9
a people "born from an act of rape" and "born to revolt." Exhibit 8(C) at DMYL TUSD
10
000848-000929.
11
117.
On the last page of the above-mentioned PowerPoint, one of the final slides
12
depicts two young, smiling children protesting at a TUSD Chicano Studies rally in June
13
2002, and can be viewed as encouraging political activism by young children. /d. The
14
evidence of record indicates that this PowerPoint is used in a lesson unit entitled
15
"Foundations of the Xicano Movement" which is suggested for students from grades 416
17
18
19
20
21
22
23
24
25
26
27
28
29
District Board President Stegeman and District Board Member Hicks testified
regarding their opinion that it was not age appropriate to use the PowerPoint in the
education of elementary school students.
119.
Santos Duncan entitled, "America Without Borders," (Ex. 8(A) at DMYL TUSD 000643000746), Ms. Duncan referenced "M]inute Men, immigration reforms, walk-outs and lots
of demonstrations in support of immigrants, reaffirming that they are not alone in their
struggle for freedom." /d. at DMYL TUSD 000646. Ms. Duncan expressed hope that
"with a little knowledge students will be able to comprehend some of the actions and
reactions of our people." /d. (emphasis added).
III
III
III
30
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AV003158
120.
2
3
4
5
6
The "America without Borders" lesson unit concludes with a lesson instructing
are to teach students to "locate on the U.S. map where the Aztecs used to live," to
"name the states that once belonged to Mexico," and to "define Aztlan." /d. The
"Focusing Question" students are asked to discuss during this lesson is "Who is the real
immigrant?" /d. Students are then shown a copy of the "1847 Disturnell Map." /d. at
DMYL TUSD 000721. The map is described as a representation of the "ancient
homeland of the Mexican people ... in what is today Arizona, near the Colorado River."
8
121.
10
"Quetzalkoatl: Mi Cuate, Mi Otro Yo," purports to demonstrate that the "golden rule", i.e.
11
"treat others as you would like to be treated," is imbued with the same resentful and
12
"racismized" MAS philosophy that Latinos have been oppressed by the "White Race,"
13
and that Latinos have been dehumanized, and stripped of their humanity, culture and
14
15
language by white people. Ex. 8(0) at DMYL TUSD 001453-001517. In this MAS
lesson unit, Mr. Gonzalez elaborates on this rationale as follows:
16
17
18
19
20
21
22
23
24
25
122.
students are asked to answer the focus question, "How has the United States treated
Mexican American Students?" /d. at DMYL TUSD 001465.
123.
26
teacher in directing the students' discussion of the book "Te Recuerdo Tata Pina" that
27
Program Chief Stollar testified that Aztlan is the "birthright land of Mexican Americans that, from the
articles I read, was taken from them. And, therefore, is their land forever." Department Program Chief
Stollar, Day 1 (a.m.) at 57:14-18.
21
AV003159
excerpt from the book wherein a teacher, Miss Hernandez, yelled at a Mexican
2
American child for speaking Spanish "on school grounds." Ex. 8(0) at DMYL TUSD
001500. Mr. Gonzalez describes Ms. Hernandez as a "self hater," "unaware," and that
she "did not like who she was as a person." /d. In contrast, Mr. Gonzalez describes
"Marielita" -- the student who spoke Spanish in class -- as "strong" and "beautiful"
5
because she has embraced the "four sacred elements" and her "indigenous" identity:
6
124.
Teacher Elvick-Mejia testified that MAS teachers had students perform research
on the history of some of the leaders of the Chicano movement, which appeared to
8
come from a single page from one lesson, Exhibit 8(8) at DMYL TUSD 001338.
9
Teacher Elvick-Mejia also testified that her third grade students are given lessons about
10
the "four sacred elements" that refers to everyone's uniqueness, referenced in a portion
11
of Exhibit 80, Lesson 1. These were the only two parts of the lessons in Exhibit 8 that
12
125.
Teacher Elvick-Mejia explained that she co-taught a lesson with MAS teacher
14
Norma Gonzales ("MAS Teacher Gonzales"), where students learned about and made
15
"codices" as a part of the elementary MAS curriculum to explore "their identity." Elvick16
17
18
19
20
MAS Teacher Gonzales presented the "codices lesson" that was described by
Teacher Elvick-Mejia as a model lesson at the 12th Annual Institute for Transformative
Education. Ex. 8 at DMYL TUSD 014866. In the "introduction," MAS Teacher
Gonzales explained the basis for her lesson on "codices" as follows:
21
This unit has been created to provide teachers and students with an
indigenous rooted process of attaining self-love centered on the
Tlamanalcayotl philosophy of life. The formation of this identity is crucial
particularly for Mexicans as we have been stripped of our cultural identity
through colonization.
22
23
24
25
26
27
28
29
30
could explore their identity, and that it is premised upon self-love. However, MAS
Teacher Gonzales' written description shows that the concepts of "identity" and "selflove" are tied to a "Chicano" identity.
22
AV003160
128.
2
3
4
5
6
Teacher Elvick-Mejia testified regarding her belief that the MAS lessons
presented in her classroom were designed to benefit all races and ethnicities and
strengthen the individual identities of the students.
Middle School
129.
MAS Director Arce described the middle school program as "Chicano studies
courses that are stand alone courses in the areas of-- currently in the areas of social
studies as elective courses, where the overview of Mexican American history, culture,
music, arts and these classes usually last a semester." MAS Director Arce, Day 2,
8
130.
MAS Director Arce testified that the MAS middle school classes emphasizes En
10
Lak'ech, a Mayan saying that can be referred to as the Golden Rule (i.e., treat others as
11
you would like to be treated). MAS Director Arce explained that this is a "self-regulating
12
statement or pedagogical tool that teachers use at the middle and high school levels so
13
that students can really focus on the task at hand." MAS Director Arce, Day 2, (p.m.) at
14
144:15-145:6.
15
131.
16
17
18
19
20
21
22
23
24
25
26
27
study work by hip hop artists such as "Aztlan Underground" that celebrates having seen
"through the lies of that Western culture." Ex. 9(A) at DMYL TUSD 001699 and
referenced at Ex. 9(D) at DMYL TUSD 001738.
132.
Another poem entitled, "Somos Mas Americanos," states: "I want to remind the
racist whites: I didn't cross the border. the border crossed me .... We are more
America the (sic) the sons of the Anglo-Saxons. . . . Even though it hurts our neighbor.
we are more American than all of the White people." Ex. 9(C) at DMYL TUSD 001853.
(emphasis added).
133.
The introduction to the "Building the Bridges Toward Solidarity" unit states that
28
29
134.
30
solidarity among black and brown people while the white people are excluded from the
23
The "Building the Bridges Toward Solidarity" unit appears to advocate ethnic
AV003161
"bridges toward solidarity" that the students are encouraged to build. See also Ex. 12 at
2
84, ( excerpt from MAS critical race theory textbook under Questions and Comments"Would it not be logical for blacks [sic], Latinos, Asians, and Native Americans to unite
in one powerful coalition to confront the power system that is oppressing them all?").
135.
middle school materials contain graphic photos, they present historical facts and
6
"there's no way to have a discussion about the history of our country without at some
7
point getting to those pictures" and if teachers do not introduce it, the students will and
8
"it's far more to our benefit as a classroom for [the teacher] to be in control of how that's
9
presented and how that's discussed." District Deputy Superintendent Menconi, Day 3,
10
136.
12
acts of violence against Mexican Americans is "part of where we've been and who we
13
14
15
16
17
18
19
are" and is a critical part of history. District Deputy Superintendent Menconi, Day 3,
(p.m.) at 97:18- 98:3.
137.
Middle school lesson units that the District provided to the Department contain a
lesson drafted by Mr. Gonzalez entitled, "From Cortes to Bush: 500 Years of
Internalized Oppression Part 1." Ex. 9(F) at DMYL TUSD 005430. This Lesson is
suggested for both middle and high school students at grades 7-12 and includes the
following introduction:
20
21
22
23
24
25
26
27
28
In 1521, the Aztec's [sic] and the indigenous people of the Americas went
from being a people with human rights, to a people without any human
rights. 500 years later nothing has changed. Indigenous people and our
offspring have been dealing with a colonization process. which has
wreaked havoc on our lives. First by Spain in 1521, and then by the
United States in 1848 .... Five centuries of being at the bottom of the
social. political. and economic rung have devastated our humanity.
Mexican children being told by their parents to "stay out of the sun" for
fear of getting too dark, not "white" enough .... Our minds and souls and
have been damaged and now it is time to regain and re-affirm our
humanity.
Ex. 9(F) at DMYL TUSD 005431) (emphasis added).
29
30
24
AV003162
High School
American History/Mexican Perspective
138.
students at six high schools in the District including sixteen sections or classes as of
139.
American Vision, the District-adopted textbook that is used in all American History
140.
10
used for 50% of the instruction in these courses, and that supplemental materials are
11
used 50% of the time because The American Vision "is, like most history books, a
12
13
14
15
16
17
18
19
20
21
22
23
Dr. Stotsky testified that the textbook utilized in the MAS American Government
class is one of the best textbooks available for teaching on the topic.
142.
The Department asserted that high school MAS classes have pervasive themes
historically viewed as outside of America's white founders, thus not part of the chosen
24
or entitled" and that racial prejudice against Mexicans "will only grow as the number of
25
Mexicans in the United States continues to approach the 102 million projected to be part
26
144.
Of the six unit concepts of the above-mentioned lesson, some units discuss
28
sentiments with the anti-Mexican sentiments that existed during the Great Depression,
30
25
AV003163
the "Bisbee deportations as a demonstration of racist patterns," and "the need for
2
3
positive student agency." /d. at DMYL TUSD 005236; 005242,005243, and 005259.
145.
In another MAS history lesson authored by MAS Director Arce, entitled, "Panche
Be -Seeking the Root of the Truth," students taught that myths about the history of the
4
Mexicano/Chicano people have been used to justify the atrocities that have been and
5
Students are required to read an article titled, "The 'H' Word." /d. at DMYL TUSD
7
005408, which emphasizes the ethnic identity of "the Raza," notes that in all
8
government documents "Raza" are referred to as "Hispanics", and "(i]n the United
9
Puertoriquenos, etc
11
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
/d. at 005410.
146. In another MAS history lesson on the Treaty of Guadalupe Hidalgo ("Treaty"),
students are taught that the Treaty should be used as a legal precedent to support
some form of restitution for the "descendents" of Mexicans. Ex. 10 (D) at DMYL
004859. The lesson also states that "Mexican treatment, particularly in relationship to
land disputes, at the hands of whites has also historically been marked by the use of
force, fraud and exploitation." /d. at 004859.
147.
In one student essay about the Treaty, a student wrote: "All the laws that have
been occurring here in Arizona such as SB 1070 not only makes us wonder what would
of happened if the U.S. would of [sic] never bought the states from Mexico, but makes
us realize that step by step they want to get rid of Mexicans like they did back then."
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26
AV003164
3
4
148.
Seven sections of the MAS government class are offered to students at four high
"Themes" of this class, as described in the most current draft pacing guide,
and na"fve stage" and "look at structural and systematic boundaries" to address social
8
150.
One MAS student's work describes her experience with the MAS program as
10
analogous to the popular movie, the "Matrix." According to this student, she "took the
11
pill .... Now we can't go back, but this is better because now we see the matrix. They
12
can't fool us." Ex. 5 at ADE 00954. MAS Director Arce/Dr. Romero explain that this
13
14
Our students came to understand that if they took the pill of critical
consciousness they, like Neo, who took the red pill, would be able to see
the world in the most critical or truest form. However, if they did not take
the pill of critical consciousness, they would remain in their narve or
magical realities.
15
16
17
18
/d.
19
151.
20
21
general term "racism" as a "doctrine of racial supremacy that advocates the superiority
22
of one race over all others. Within the United States of America's political, social,
23
educational and economic systems [sic]. White supremacy is most often advocated,
24
25
152.
26
language theory," positing that white, English-speaking individuals are protected by civil
27
rights statutes, but ethnic and racial minorities are not. Ex. 2(E) at TUSD 001322. The
28
29
30
See infra mJ 181-185; Parent Stevenson's testimony regarding her daughter's MAS government class.
27
AV003165
153.
2
3
in the social justice classroom. One reference cited by Dr. Romero is to Angela
Valenzuela's "subtractive schooling" theory:
Subtractive Schooling: Angela Valenzuela
6
7
8
9
10
11
12
13
154.
14
class on March 4, 2011, and testified that "[t]here was political content, but it wasn't
15
ethnically based that I remember." District Board President Stegeman, Day 1, (p.m.) at
16
94:25-95:15.
17
155.
18
open on Mr. Gonzalez's computer in the classroom, stating the intent "[t]o expose the
19
facade put forth by educational institutions and society in order to maintain segregation
20
among students and citizens." /d. at 52:8-53:7. However, District Board President
21
Stegeman testified that the slide was not shown to the class.
22
156.
23
impression that Mr. Gonzalez's class was promoting resentment on the basis of race.
24
157.
25
class taught by Sally (Sara) Rusk and testified that he did not observe "any discussion
26
or curriculum that [he] believed promoted racial resentment." District Board Member
27
28
158.
29
was student artwork that had a swastika instead of the star of the State that indicated
30
racism to him. District Board President Stegeman, Day 1,(p.m.) at 92:5- 93:4; See last
District Board President Stegeman testified that he did not take away any
District Board Member Hicks observed MAS social justice education projects
28
AV003166
page of Exhibit 20. According to Sara Rusk, an MAS teacher, the artwork referenced by
2
3
4
5
6
District Board President Stegeman was student work that was posted in the Spring
Semester of 2011. See Declaration of Sara Rusk, Exhibit 28.
Chicana/o Art
159.
The District did not produce to the Department a textbook list for the Chicana/o
Art classes it offers. District Deputy Superintendent Menconi testified that there was no
book list produced for the Chicana/o Art classes because those classes are studio art
Latino Literature 9
160.
Drafts of the Pacing Guides for the MAS junior and senior Latino Literature
10
courses demonstrate that elements of critical race theory and critical pedagogy
11
161.
13
18
19
20
21
22
23
162.
semester to "Critical Race Theatre," in which they are required to "critically dissect and
identify components of critical race theory through literary works." /d. at TUSD 32.
164.
Student assessments from these courses show that the focus of Latino Literature
As an example, one second semester final exam for a Latino Literature course
used in the spring of 2011 tests students with the following essay prompt:
24
All year long we have read stories where the Mexican-Americans were
discriminated against, taken advantage of, oppressed, etc. We are
destined to repeat history if we don't do something to change it. Reflect
on what we have read about this year and in an essay, write about what
we can do as a group to change things? What will you do as an
individual to change things? Select one of the pieces we have read this
year that best reflects the point that you are trying to make in your essay.
25
26
27
28
29
9
30
See infra mJ175-180, Board President Stegeman's testimony regarding classroom observations of a
Latino Literature class.
29
AV003167
166.
middle school and high school level that "something that differentiates those classes is
the real comparative approach, looking at things from different groups, comparing
American or Anglo author, and having the students identify those universal themes
167.
classes were included in the Department's summaries that support a finding of violation
MAS Director Arce testified with respect to the Latino Literature classes at the
The District asserted that none of the books utilized in the Latino Literature 7 or 8
10
11
12
Department's request.
13
168.
14
one book, A Message to Aztlan, was included in the Department's summaries. District
15
Superintendent Pedicone testified that he became aware that some constituents had
16
17
The District contended that of the 48 books listed for Latino Literature 5/6, only
18
19
169.
Principal Morado testified that at Tucson High Magnet School, MAS classes
20
either begin or end with clapping along with the recitation of words. He does not believe
21
22
170.
23
the only classes he is aware of at Tucson High Magnet School that has clapping
24
25
171.
26
27
172.
28
spring of 2011. Principal Morado did not observe any evidence during the visits that the
29
30
Principal Morado acknowledged that, other than athletics, the MAS classes are
Principal Morado conducted at least two brief visits of MAS classes during the
30
AV003168
173.
2
3
4
evaluation that a teacher was promoting resentment or teaching ethnic solidarity instead
of treating students as individuals, Principal Morado would expect that concern to be
brought to his attention. None of the evaluators brought any such concerns to Principal
Morado's attention during the 2010-11 school year.
174.
In all of the years that Principal Morado has been visiting MAS classrooms, he
has never observed anything that would cause him any concern that the classes were
7
as individuals.
9
175.
10
by Curtis Acosta at the Tucson High Magnet School on March 23, 2011. He took notes
11
available in Mr. Acosta's classroom. Ex. 20 [District Board President Stegeman Notes]
13
15
16
17
18
19
20
21
22
176.
District Board President Stegeman testified that he observed Mr. Acosta and his
students began chanting and clapping in unison at the beginning of the class. In his
notes, District Board President Stegeman commented that along with their clapping and
chanting, the students recited a long, memorized speech that was "something like a
prayer." District Board President Stegeman, Day 1 (p.m.) at 55:13-56:11. District Board
President Stegeman noted that the students collectively chanted, "we must be willing to
act in a revolutionary spirit." ld at 56:6-9.
177.
After the chanting, and clapping, District Board President Stegeman observed
that Mr. Acosta engaged in a "hard sell" to encourage students to attend a Cesar
23
24
178.
25
pressured his students to engage in political activism by reminding them that "we are
26
27
179.
28
cult," "pure political proselytizing," and "a political rally." Ex. 20 at DMYL TUSD 000344;
29
30
President Stegeman noted with respect to the class that "[t]his is not critical thinking. It
District Board President Stegeman testified regarding his belief that Mr. Acosta
District Board President Stegeman described the Latino Literature class as "a
31
AV003169
does teach resentment." Ex. 20 at DMYL TUSD 000345; District Board President
2
3
4
District Board President Stegeman also collected a copy of Mr. Acosta's class
handout for the day, which included a single sheet of paper containing a series of
definitions. Ex. 20 at DMYL TUSD 000348. The handout contained a definition of the
definition, "equality" is defined by race and ethnicity-"lf you are white, English7
speaking, and your ancestors came from the right region of the world, all the equality
8
amendments and civil rights statutes apply to you. If you are of a different hue or origin
9
and/or prefer to speak a language other than English, you cannot insist on equal
10
181.
13
government class at Rincon High School taught by MAS Teacher Mr. Gonzalez during
14
182.
Though the particular class predated the effective date of the statute, both
16
District Superintendent Pedicone and MAS Director Arce confirmed that MAS classes
17
18
19
20
21
22
23
24
25
26
27
28
29
were offered and conducted in the same manner in 2011 as they were in the previous
year.
183.
Parent Stevenson was excited that her daughter was planning to enroll in a Raza
studies class because she thought it would give her daughter a different perspective of
the different cultures in Arizona. Parent Stevenson expressed her support for ethnic
studies programs in the District.
184.
Parent Stevenson testified that her daughter reported to her that Mr. Gonzalez's
government class was being conducted in an extremely biased manner. The daughter
told her that the class presented "how the Anglo-Saxons had treated other people badly,
particularly Chicano people." Parent Stevenson, Day 2 (a.m.) at 152:2-152:4. Her
daughter (who is Caucasian) reported to her that "[b]y the end of the class, the other
students, most of the other students would not talk to her at all, except the students who
were not of Hispanic background, Mexican background." /d. at 152:20-23.
30
32
AV003170
185.
2
opined that her daughter's MAS class promoted racial resentment and ethnic solidarity.
Addressing Deficiencies Existing in the MAS Program
3
4
186.
order for the District to come into compliance, the District, among other things, would
need to develop a detailed curriculum, identify the class materials and textbooks that
would be used, and obtain input from the Tucson community. See Exhibit F, 88:19-89:4
187.
Deputy District Superintendent Menconi testified that the District is in the process
188.
10
materials that are in use in MAS classes that have not been approved by the District's
11
189.
13
create Pacing Guides for the MAS American History course and the Junior and Senior
14
Latino Literature courses. District Deputy Superintendent Menconi is not satisfied with
15
16
17
18
19
20
21
22
23
24
25
CONCLUSIONS OF LAW
1.
preponderance of the evidence that there is a violation of A.R.S. 15-112, and that
pursuant to A.R.S. 15-112(B), it is appropriate to withhold 10% of the monthly
apportionment of state aid until the District has come into compliance with the law. See
A.R.S. 41-1092.07(G)(3); Arizona Administrative Code R2-19-119(B}(1).
2.
A preponderance of the evidence is "such proof as convinces the trier of fact that
the contention is more probably true than not." Morris K. Udall, ARIZONA LAw OF
EVIDENCE 5 (1960). It is evidence which is of greater weight or more convincing than
the evidence which is offered in opposition to it; that is, evidence which as a whole
26
shows that the fact sought to be proved is more probable than not." BLACK's LAw
27
28
3.
29
course was in violation of A.R.S. 15-112. In contrast, the District asserted that the
30
Department must show that all of the MAS courses or classes violate the law.
The Department contended that it must show only that at least one MAS class or
33
AV003171
4.
2
3
The Administrative Law Judge concludes that A.R.S. 15-112(A) only requires a
finding of at least one class or course to be in violation of the law for A.R.S. 15-112(8)
to be applied.
5.
The Administrative Law Judge concludes that the testimony of the Department's
witnesses and in particular, that of Dr. Stotsky, is persuasive that one must look at the
5
curriculum, at the teacher's lesson plans, and the work product of students to obtain a
6
picture of what is being taught in the classroom. Although the Department did not
7
conduct observations of the MAS classes, the Department's witnesses credibly testified
8
that given the viewpoints expressed in certain excerpts from materials used in the MAS
9
program, some of which are cited in the above Findings of Fact, there is no way to use
10
6.
The issue before this Tribunal is not whether the District's MAS curriculum is in
12
16
17
18
19
20
21
22
23
24
25
26
27
contributed to the MAS program's lacking any direction other than the pedagogical
approach adopted by MAS Director Arce and other MAS teachers. Such pedagogical
approach exceeded what is permitted to be taught under A.R.S. 15-112.
7.
The examples from the MAS program cited in the above Findings of Fact, as well
as the weight of the testimony presented, establish that the MAS program has classes
or courses designed for Latinos as a group that promotes racial resentment against
"Whites," and advocates ethnic solidarity of Latinos.
8.
Although the District argued and presented evidence to show there are schools
and MAS classes that are not in violation of the law, such evidence does not prevail
over the Department's evidence that showed that the MAS program has at least one
class or course that is in violation of A.R.S. 15-112(A)(2), (3), and (4).
9.
may not be taught in such a manner as to promote racial resentment or advocate ethnic
28
solidarity. The District argued that historical oppression can be taught regardless of
29
whether it promotes racial resentment or advocates ethnic solidarity. See A.R.S. 15-
30
112(F).
34
AV003172
10.
2
3
4
The Administrative Law Judge concludes that A.R.S. 15-112(F) permits the
people, promotes racial resentment, and advocates ethnic solidarity, instead of treating
7
pupils as individuals.
8
11.
not comply with A.R.S. 15-112 in that it does not identify specific courses or classes
10
that violate A.R.S. 15-112, and does not provide sufficient information for the District
11
12.
13
any alleged violation" and "the conduct or activity constituting the violation." A.R.S. 4114
15
16
17
18
19
20
21
22
23
24
25
1092.03(A)(2).
13.
The Administrative Law Judge concludes that the Superintendent's June 15,
2011 determination provided sufficient notice to the District of the violations of A.R.S.
15-112.
15.
material was age appropriate. The Administrative Law Judge does not address whether
such material was age appropriate because the evidence did not show that the use of
such material in a classroom violates A.R.S. 15-112(A).
16.
While evidence was presented that the MAS program should be dismantled and
re-constructed from the ground up, A.R.S. 15-112 does not require that the
26
Superintendent or the Administrative Law Judge address how the District must come
27
into compliance with the law. What is required and has been addressed in this Decision
28
29
17.
30
it has been applied by the Department. The crux of the District's argument is that there
AV003173
are no standards in the statute and, thus, the law may be enforced in an arbitrary or
2
discriminatory manner. The Department maintained that the statute is clear on its face
or as applied because it has standards that permit the historical teaching of oppression
and set forth with specificity acts that would be in violation of the law.
18.
The evidence of record showed that the only complaints made against an ethnic
studies program that the Department received are ones made regarding the MAS
6
program. Thus, there was no credible evidence that showed that A.R.S. 15-112 is
7
19.
District's argument is really one that challenges the statute on its face in terms of
10
vagueness. A.R.S. 15-112 has not been shown to have been declared
11
unconstitutional by any court and the law must be given effect by this Tribunal.
12
20.
13
Based on the above, the Administrative Law Judge concludes that the
14
that as of January 1, 2011, and as of the hearing dates, the District's MAS program had
15
16
17
at least one or more classes or courses that were in violation of A.R.S. 15-112(A)(2)
(promoting racial resentment), (A)(3) (being designed primarily for one ethnic group),
and (A)(4) (advocating ethnic solidarity instead of treating pupils as individuals).
18
19
20
21
22
ORDER
23
24
25
26
27
28
29
30
AV003174
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
37
AV003175
EXHIBIT D
Case
4:10-cv-00623-AWT Document 356 Filed 09/26/16 Page 70 of 226
Case 4:10-cv-00623-AWT Document 162-10 Filed 02/27/12 Page 1 of 4
Exhibit J
Huppenthal Order Adopting
Kowal Administrative Law Decision
January 6, 2012
to
Plaintiffs' Statement of Facts in Support of
Plaintiffs' Response in Opposition to Defendant's Cross
Motion for Summary Judgment, Ct. Dkt. No. 151
And
Plaintiffs' Reply to Defendant's Response to
Plaintiffs' Motion for Summary Judgment, Ct. Dkt. No. 150
OEPOSmON
EXHIBIT
~ /..a1 dvpedfh
'Z.- 10 '"1
pf an Appeal by:
No. llF-002-ADE
10
I1
ORDER ACCEPTING
RECOMMENDED DECISION
12
13
14
15
16
received and reviewed the Honorable Lewis J. Kowal's recommended decision in this
17
18
Superintendent of Public Instruction for the State of Arizona, hereby accepts the
19
20
21
22
23
Tucson Unified School District (the "District") has been operating its Mexican
24
American Studies program in violation of A.R.S. 15-112(A)(2), (3), and (4) since
l
25
26
Ju~e
15, 2011 and failed to bring the program into compliance within 60 days from the
effective from August 15,2011 through the present, and until such time as this
8
_
9
violation of A.R.S. 15-112 is corrected. The Department shall adjust the District's
apportionment accordingly.
~
10
ilL
rfr2?
~en
11
By:
12
13
14
15
16
17
IS
19
20
21
22
23
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
3
EXHIBIT E
County of Pima
)
)
)
)
)
ss.
1.
School District (TUSD). I have served in this capacity since June 2006.
2.
As the Director of Staff Services, I assure that Governing Board agendas and
meeting notices are "posted at least 24 hours prior to the meeting ... as described in A.R.S. 38431.02 .... "The notices are "posted in English and in Spanish on the TUSD website and in the
posting cabinet at the front door of the TUSD administrative office .... " TUSD Governing Board
Policy BEDB, Board Meeting Agenda Posting and Organization, Exhibit A
3.
Governing Board meetings and for supervising the preparation of all Board Minutes for final
Board approval and online posting pursuant to A.R.S. 38-431.01 (D)-(E).
5.
Having attended (or reviewed the recorded proceedings) of all Governing Board
meetings during my tenure as Director of Staff Services, I can attest to the fact that the TUSD
Governing Board complies with Open Meeting law by restricting meeting discussions to only
those "matters listed on the agenda and other matters related thereto" as monitored by Legal
Counsel (A.R.S. 38-431.02(H)).
All Governing Board records are under my custody and control. I am responsible
for assuring that all Governing Board agendas, meeting materials, and minutes are secured and
maintained in keeping with the requirements of the Arizona State Librarian retention schedules
referenced in A.R.S. 41-151.12. In this capacity I respond to subpoenas and public records
requests related to Board documents on behalf of the Governing Board and routinely attest to the
accuracy and completeness of the records provided.
7.
Attached as Exhibit B is a true and correct copy of the agenda and minutes for the
TUSD Special Governing Board meeting that occurred on March 30, 2004.
8.
Attached as Exhibit Cis a true and correct copy of the agenda and minutes for the
TUSD Special Governing Board meeting that occurred on December 30, 2010.
9.
Ethnic Studies in Tucson Unified School District in Accordance with All Applicable Laws, that
was approved and signed at the TUSD Special Governing Board meeting that occurred on
December 30,2010.
10.
Attached as Exhibit Eisa true and correct copy of the agenda and minutes for the
TUSD Regular Governing Board meeting that occurred on January 10,2012. A resolution
regarding Mexican American Studies is attached to the minutes of this board meeting. The
resolution was adopted by the TUSD governing board by a vote of 4-1. The resolution was not
presented to the board for signatures; therefore there is no signed copy.
11.
Attached as Exhibit F is a true and correct copy of the agenda and minutes for the
Attached as Exhibit G is a true and correct copy of the agenda, the agenda with
notes, and minutes for the TUSD Regular Governing Board meeting that occurred on October
22,2013.
5101918
Attached as Exhibit His a true and correct copy of the cover sheet and TUSD
Supplemental Material Approval Form for 500 Years ofChicano History, by Elizabeth Martinez;
Rethinking Columbus: The Next 500 Years, by Bill Bigelow; Critical Race Theory, by Richard
Delgado; and Pedagogy of the Oppressed, by Paulo Freire; which were all approved at the TUSD
Regular Governing Board meeting that occurred on October 22, 2013.
/VI"'- y 2. 0
I (u
Notary Public
My Commission Expires:
o 1- 2.<-f- Z..olo
MICHELLEM. GARCIA
NOTARY PUBUC ARIZONA
PIMA COUNTY
My Commlsslori Expires
January 24, 2020
5!01918
EXHIBIT E
(To Affidavit of Mary Alice Wallace)
PLACE:
Board Room
Morrow Education Center
1010 E. Tenth Street
Tucson, Arizona 85719
7:00 p.m. 1
PLEDGE OF ALLEGIANCE
7:05 p.m.
SUPERINTENDENTS REPORT
7:10 p.m.
7:15 p.m.
CALL TO THE AUDIENCE (Pursuant to Governing Board Policy No. BDAA, at the
conclusion of the Call to the Audience, the Governing Board President will ask if individual
members wish to respond to criticism made by those who have addressed the Board, wish to ask
staff to review a matter, or wish to ask that a matter be put on a future agenda. No more than
one board member may address each criticism.)
INFORMATION ITEM
8:00 p.m.
1.
STUDY/ACTION ITEM
8:05 p.m.
2.
CONSENT AGENDA**
8:25 p.m.
3.a)
b)
c)
d)
Salary Separations
e)
Hourly Separations
f)
g)
h)
i)
j)
l)
o)
p)
q)
r)
ACTION ITEMS
8:30 p.m.
4.
8:35 p.m.
5.
6.
STUDY/ACTION ITEM
8:45 p.m.
7.
10:00 p.m.
ADJOURNMENT
1
TUSD-ARCE 0003
ITEM
ACTION
No action required.
TUSD-ARCE 0005
ACTION
PLEDGE OF ALLEGIANCE
Michael Hicks led the Pledge of Allegiance.
No action required.
SUPERINTENDENTS REPORT
John Pedicone briefly reported on the Korean student exchange
involving three TUSD schools, i.e., Townsend, Safford and
Sabino; and provided an update on the progress for EEI (Essential
Elements of Instruction) training for district staff.
BOARD MEMBER ACTIVITY REPORTS
No action required.
No action required.
TUSD-ARCE 0006
ACTION
INFORMATION ITEM
1.
Not addressed.
Studied only.
No action taken.
a)
b)
c)
d)
e)
f)
g)
h)
i)
j)
k)
l)
m)
n)
o)
p)
Michael Hicks
moved approval;
Adelita Grijalva
seconded.
Approved
unanimously.
TUSD-ARCE 0007
ACTION
q)
r)
s)
t)
u)
ACTION ITEMS
4.
Adelita Grijalva
moved approval;
Miguel Cuevas
seconded.
Approved
unanimously.
Michael Hicks
moved approval;
Miguel Cuevas
seconded.
Approved
unanimously.
TUSD-ARCE 0008
ACTION
TUSD-ARCE 0009
ACTION
TUSD-ARCE 0010
Approved this
12th
day of
June
, 2012.
By
Michael Hicks, Clerk
Governing Board
ATTACHMENT
ba
Minutes\01-10-12Regular
TUSD-ARCE 0011
The Governing Board of the Tucson Unified School District hereby resolves:
The Mexican-American Studies (MAS) Department is and shall remain an
organizational contributor to TUSDs commitment to greater academic and social
equity for Hispanic Students.
All MAS courses and teaching activities, regardless of the budget line from which
they are funded, shall be suspended immediately.
Students currently enrolled in MAS courses shall be transferred to new or existing
sections of other courses, so that they do not lose the opportunity to earn credits
and to satisfy requirements because of the suspension of the MAS courses.
The MAS department shall not hire, supervise, or evaluate classroom teachers.
The district shall revise its social studies core curriculum to increase its coverage
of Mexican-American history and culture, including a balanced presentation of
diverse viewpoints on controversial issues. The end result shall be a single
common social studies core sequence through which all high school students are
exposed to diverse viewpoints.
The district shall study and bring to the board new measures designed to narrow
the achievement gaps for traditionally underserved and economically
disadvantaged students.
Staff will present a plan to the Board for implementation of this resolution by
August 2012. Staff shall also update the board regularly on the progress of these
initiatives and on steps taken to ensure compliance with Arizona statutes and
district policy concerning curriculum.
Implementation of this resolution shall be consistent with guidance received from
the federal court concerning the districts desegregation cases.
TUSD-ARCE 0012
EXHIBIT G
(To Affidavit of Mary Alice Wallace)
PLACE:
Board Room
Morrow Education Center
1010 E. Tenth Street
Tucson, Arizona 85719
CALL TO ORDER
ACTION ITEM
5:00 p.m.
1.
B.
C.
6:30 p.m.
Board Room
Morrow Ed Center
1010 E. Tenth Street
PLEDGE OF ALLEGIANCE
INFORMATION ITEM
2.
SUPERINTENDENTS REPORT
BOARD MEMBER ACTIVITY REPORTS
INFORMATION ITEMS
4.
5.
6.
CONSENT AGENDA**
7. a) Salaried Critical Need and Replacement Hires
b) Hourly Critical Need and Replacement Hires
c) Salaried Separations
d) Hourly Separations
e) Requests for Leave of Absence for Certified Personnel
f) Requests for Leave of Absence for Classified Personnel
g) Adoption of 2013-2014 Middle and High School Supplemental Materials
GeoGebra
h) Adoption of 2013-2014 High School Supplementary Materials Envision in
Depth
i) Adoption of 2013-2014 High School Supplementary Materials AP
Spanish Language and Culture Exam Preparation
j) Intergovernmental Agreement Between the Arizona Department of
Education and Tucson Unified School District for Food Program
Permanent Service Agreement, with Authorization for the Director of Food
Services to Execute the Agreement
l)
o)
p)
q)
Request for Approval to Use Cooperative Purchasing Contract 09A-WPTI0416 that may exceed $250,000 in Fiscal 2014
r)
s)
t)
u)
v)
y)
ACTION ITEMS
8.
9.
10.
11.
12.
STUDY/ACTION ITEM
13.
15.
16.
17.
18.
19.
10:00 p.m.
ADJOURNMENT
*One or more Governing Board members will/may participate by telephonic or video communications.
**Names and details, including available support documents, may be obtained during regular business hours at the TUSD Governing Board Office.
Persons with a disability may request a reasonable accommodation, such as a sign language interpreter, by contacting /Interpretations Services at 225-4672.
Requests should be made as early as possible to arrange the accommodation.
Upon request, TUSD will provide a certified interpreter to interpret Governing Board meetings whenever possible. Please contact Transla ions/Interpreta ions
Services at 225-4672 at least 72 hours prior to the event. Every effort will be made to honor requests for interpretation services made with less than 72 hours
notice.
Previa peticin, TUSD proporcionar un intrprete cer ificado para interpretar la agenda de las reuniones de la Mesa Directiva o de proporcionar los servicios de
interpretacin en la reuniones de la Mesa Directiva cuando sea posible. Favor de contactar los Servicios de Traduccin/Interpretacin al telfono 225-4672 cuando
menos 72 horas antes del evento. Se har todo lo posible para proporcionar los servicios de interpretacin realizados con menos de 72 horas de anticipacin.
If authorized by a majority vote of the members of the Governing Board, any matter on the open meeting agenda may be discussed in executive session for the
purpose of obtaining legal advice thereon, pursuant to A.R.S. 38-431.03 (A)(3). The executive session will be held immediately after he vote and will not be open
to the public.
PLACE:
Board Room
Morrow Education Center
1010 E. Tenth Street
Tucson, Arizona 85719
CALL TO ORDER
ACTION ITEM
5:00 p.m.
1.
B.
C.
6:30 p.m.
Board Room
Morrow Ed Center
1010 E. Tenth Street
PLEDGE OF ALLEGIANCE
INFORMATION ITEM
2.
SUPERINTENDENTS REPORT
INFORMATION ITEMS
4.
5.
6.
CONSENT AGENDA**
7. a) Salaried Critical Need and Replacement Hires APPROVED
b) Hourly Critical Need and Replacement Hires APPROVED
c) Salaried Separations APPROVED
d) Hourly Separations APPROVED
e) Requests for Leave of Absence for Certified Personnel APPROVED
f) Requests for Leave of Absence for Classified Personnel APPROVED
g) Adoption of 2013-2014 Middle and High School Supplemental Materials
GeoGebra APPROVED
h) Adoption of 2013-2014 High School Supplementary Materials Envision in
Depth APPROVED
i) Adoption of 2013-2014 High School Supplementary Materials AP
Spanish Language and Culture Exam Preparation APPROVED
l)
o)
p)
q)
Request for Approval to Use Cooperative Purchasing Contract 09A-WPTI0416 that may exceed $250,000 in Fiscal 2014 APPROVED
r)
s)
u)
v)
y)
ACTION ITEMS
8.
9.
10.
11.
12.
STUDY/ACTION ITEM
13.
15.
17.
18.
19.
ACTION ITEM
20.
10:00 p.m.
ADJOURNMENT
*One or more Governing Board members will/may participate by telephonic or video communications.
**Names and details, including available support documents, may be obtained during regular business hours at the TUSD Governing Board Office.
Persons with a disability may request a reasonable accommodation, such as a sign language interpreter, by contacting /Interpretations Services at 225-4672.
Requests should be made as early as possible to arrange the accommodation.
Upon request, TUSD will provide a certified interpreter to interpret Governing Board meetings whenever possible. Please contact Transla ions/Interpreta ions
Services at 225-4672 at least 72 hours prior to the event. Every effort will be made to honor requests for interpretation services made with less than 72 hours
notice.
Previa peticin, TUSD proporcionar un intrprete cer ificado para interpretar la agenda de las reuniones de la Mesa Directiva o de proporcionar los servicios de
interpretacin en la reuniones de la Mesa Directiva cuando sea posible. Favor de contactar los Servicios de Traduccin/Interpretacin al telfono 225-4672 cuando
menos 72 horas antes del evento. Se har todo lo posible para proporcionar los servicios de interpretacin realizados con menos de 72 horas de anticipacin.
If authorized by a majority vote of the members of the Governing Board, any matter on the open meeting agenda may be discussed in executive session for the
purpose of obtaining legal advice thereon, pursuant to A.R.S. 38-431.03 (A)(3). The executive session will be held immediately after he vote and will not be open
to the public.
ACTION
No action required.
ACTION ITEM
1.
B.
C.
PLEDGE OF ALLEGIANCE
Teri Melendez led the Pledge of Allegiance.
INFORMATION ITEMS
2.
Information only.
No action required.
ACTION
SUPERINTENDENTS REPORT
Dr. Sanchez announced that Madison received an award as a
litigator at a mock trial competition held in New York.
Dr. Sanchez introduced Coach Henry Barraza who was in
attendance with his wife and four sons and announced that Mr.
Barraza was going to be inducted into the Pima County Sports
Hall of Fame. Mr. Barraza thanked Dr. Sanchez and the Board
for inviting him to attend and discussed his 35 years as a
teacher and a volunteer in TUSD and the UofA. He said his
philosophy was Students First and he taught students to excel
in the classroom first before participating in sports. He said he
would be highlighting TUSD and the support he has had when
he speaks at his induction.
Dr. Sanchez introduced Scott Hagerman, Principal of Kellond
Elementary School, and announced that Kellond was being
named a Title I Rewards School by the Arizona Department of
Education for significantly closing the achievement gap in three
years. He asked Mr. Hagerman to discuss what he and his
team at Kellond did to earn this reward. Mr. Hagerman
indicated that Kellond had moved from a C to an A school in
three years due to the hard work of the students. He thanked
parents, teachers and kids for attending the board meeting.
Ms. Grijalva extended congratulations to those being
recognized.
Ms. Grijalva noted there was a large number of Pueblo students
in attendance and requested a motion to move item no. 12
forward on the agenda to be addressed next.
Mark Stegeman
moved for Item 12 to
be addressed next,
Michael Hicks
seconded. Approved
unanimously in a
voice vote.
ACTION
ACTION ITEM
12.
ACTION
ACTION
seconded.
Ms. Foster expressed concern about persons who may have
come to speak at Call to the Audience before the item was
voted on. Dr. Stegeman and Mr. Hicks supported deferring
action until after the Call to the Audience. Mr. Hicks and Ms.
Grijalva withdrew the motion and second, respectively.
(continued after Call to the Audience below)
No action required.
No action required.
Ms. Grijalva reviewed the rules and protocol for the Call to the
Audience.
The following are names of individuals who spoke and the
subject of their comments:
Lillian Fox Inequity of budgeting between Departments and
Governing Board Regular Meeting Minutes
October 22, 2013, 5:00 p.m.
Page 6 of 26
ACTION
ACTION
Mr. Jurez commented that since the two schools are already
included in the plan, he felt adding them to the motion was
redundant and rescinded his second to the motion.
Dr. Stegeman indicated he would second Mr. Hicks motion with
the inclusion of Cragin and Mansfeld and some funding for
2014. Ms. Grijalva asked Mr. Hicks to clarify if that was the
intent of his motion, to provide funding for Cragin and Mansfeld
before 2015-16, or an expansion into the next school year. Mr.
Hicks clarified his intent was for 2014.
Mr. Brown commented that the plan is for phasing in those
magnets in 2015-2016.
Mr. Jurez commented on support for expansion but not without
money.
Ms. Foster asked for Mr. Brown to read specifically what the
Board is being asked to vote on. Ms. Grijalva commented the
purpose is to make sure everyone understands what is being
Governing Board Regular Meeting Minutes
October 22, 2013, 5:00 p.m.
Page 8 of 26
ACTION
Subsequent to further
discussion, Cam
Jurez moved to call
Mr. Brown read from the proposed magnet plan specific
the question, Mark
strategies for adding and replicating magnets in 2013-14 and
2014-15, the section regarding two schools, Cragin Elementary Stegeman seconded.
and Mansfeld Middle School. At the bottom of the paragraph for Approved
each, the former version had a statement which has been struck unanimously in a
voice vote.
out If TUSD receives the grant, development and
implementation will be accelerated. He clarified there is funding
The Hicks/Stegeman
for 2013-2014 and funding for the next year, but it should not
detract in any way what the District is trying to do with the other motion failed 2-3 in a
roll call vote. Kristel
schools in the plan.
Foster, Cam Jurez
and Adelita Grijalva
Ms. Foster asked Mr. Hicks if it is his intention to put the
voted no.
acceleration of the Cragin and Mansfeld magnets into the plan
in his motion. Dr. Stegeman commented that since the magnet
Cam Jurez moved
grant was not received, the funding for Cragin and Mansfeld in
to approve the plan
2013-2014 would be less. Ms. Grijalva commented that since
there is funding included in the plan for the two schools, it made as written, Kristel
Foster seconded.
no sense to add them specifically to the motion for approval.
Approved
Dr. Stegeman commented that it made it clearer, and Ms.
Grijalva stated she would be more comfortable simply approving unanimously in a roll
call vote.
the plan as submitted.
voted on.
ACTION
STUDY ITEM
3.
Studied only.
Mr. Jones commented that the bond program has met all major
goals and with the support of the Finance Department and the
Bond Fiscal Oversight Committee, there is more data online
than for any other bond program in the country, and available to
anyone. He stated the BFOC has kept the program on task,
and he introduced committee members David Ashcraft and
Vanessa Garrison.
Ms. Garrison indicated she has been a member of the BFOC for
many years. She stated that the video presented a synopsis of
bond projects, and that the focus was always the safety and
academic achievement of students. In addition, she highlighted
other projects accomplished, e.g. making use of money to help
receiving schools during the school consolidation project;
assisting with technology infrastructure; collaboration with the
Fort Lowell Soccer Club and the City of Tucson Parks and
Recreation on the Fort Lowell soccer fields. Success of the
bond program was in terms of things done for the schools that
would not have been possible otherwise, plus it did what the
voters wanted. The bond pamphlet provided to the voters had
27 categories with specific amounts compiled by doing a survey
of needs at schools. The program followed legal requirements,
stayed within the 10% contingency allowed, and finished by the
required deadline. Another benefit of the bond program was to
repair facilities when there was no funding from the Legislature.
Ms. Garrison expressed appreciation to Marcus Jones, Candy
Egbert, Nicole Fisher, Cliff Wadhams, and the entire
Governing Board Regular Meeting Minutes
October 22, 2013, 5:00 p.m.
Page 10 of 26
ACTION
Information only. No
action required.
Information only. No
action required.
ACTION
Information only. No
action required.
ACTION
ACTION
a)
b)
c)
d)
e)
f)
g)
h)
i)
j)
ACTION
k)
l)
m)
n)
o)
p)
q)
r)
ACTION
ACTION
s)
t)
u)
v)
w)
x)
y)
ACTION ITEMS
8.
9.
ACTION
ACTION
11.
Dr. Sanchez explained that the curriculum audit, along with the
efficiency audit, would serve as the foundation for strategic
planning for the next five years. The purpose is to get a good
understanding of where the District is doing well with practice,
support and professional development. He asked Adrian Vega
to present. Dr. Vega explained that the District was looking for
a vendor with experience, and the company being
recommended has 40 years of conducting curriculum audits
with large districts comparable to TUSD or larger several in
Texas, Jefferson County, Kentucky, and Boston Public Schools.
They will be looking for gaps as pertains to curriculum and how
it is aligned across the District.
In response to Ms. Grijalvas inquiry about how long the audit
would take, Dr. Vega replied it would take nine to twelve weeks
with results in time for strategic planning. In response to Ms.
Fosters inquiry about when the last curriculum audit was
performed, Dr. Sanchez indicated his research revealed that
one had not been done in at least a decade. Ms. Grijalva
indicated that no curriculum audit had been done in the time she
has been on the board; the previous operations audit was
supposed to be followed by a curriculum audit but the District
did not move forward with it.
In response to Mr. Hicks comment he hoped recommendations
ACTION
Addressed out of
sequence after the
Superintendents Report
above.
STUDY/ACTION ITEM
13.
ACTION
ACTION
ACTION
Studied only.
15.
Studied only.
16.
Studied only.
17.
Studied only.
Studied only.
Dr. Sanchez reported that currently there are persons who fall
under the ELI agreement who arent being recognized or
named. Ms. Tolleson has worked with the ELI Executive
Director so they are aware, and the revision is being supported
by ELI.
Governing Board Regular Meeting Minutes
October 22, 2013, 5:00 p.m.
Page 23 of 26
ACTION
No action taken.
ACTION
11th
day of
February
, 2014.
By
Kristel Ann Foster, Clerk
Governing Board
Maw
Minutes\10-22-13Regular
EXHIBIT H
(To Affidavit of Mary Alice Wallace)
Coversheet
MEETING OF:
TITLE:
ITEM #:
19
Information:
Study:
Action:
PURPOSE:
To request Governing Board approval to use supplementary materials inmiddle schools - 500 Years of Chicano History.
For amendments to current IGAs, Initiator provides original IGA recording number:
BUDGET CONSIDERATIONS:
District Budget
State/Federal Funds
Other
Budget Code
Budget Cost
Date
I certify that funds for this expenditure in the amount of $ are
available and may be:
Authorized from current year budget
Coversheet
INITIATOR(S):
Title
10/18/2013
Date
ES
II
MS
HS _[___ JTED
-------------------------------
rz:
Title:
Author(s):
Edition (1st, 2"d, 3'd, etc.):
Copyright year:
ISBN (10 or 13 digits):
Price:
Subject:
Grade(s):
Publisher:
Vendor:
Type of Material: (Check the appropriate box}
C Educational Software
~ Textbook- needs to be delivered to the Campbell Warehouse
C Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C Student Edition
C
Teacher's Edition
C
Teacher Resource Kit
--------------------------
----------------------------
-------------------------
---------------------------------------
Title:
Author(s):
Edition (1st, 2"d, 3'd, etc.):
Copyright year:
---------------------------ISBN (10 or 13 digits):
Price:
----------------------------- Grade(s):
Subject:
Publisher:
Vendor:
Type of M~terial: (Check the appropriate box)
r:: Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
_c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
[J
Student Edition
C
Teacher's Edition
[""
Teacher Resource Kit
---------------------------------------
TXT1002
Revised: 12113/12
Textbooks I Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 1 Phone (520) 225-4663
http://www.tusd1.org/
2 of 3
Title:
Author(s):
Edition (1 5\ 2"d, 3'd, etc.):
Copyright year:
Price:
ISBN (10 or 13 digits):
Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
____c_ Educational Software
C
Textbook- needs to be delivered to the Campbell Warehouse
____c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
r; Student Edition
C.:
Teachers Edition
r
Teacher Resource Kit
-----------------------------------------------------------------------------------------------
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
Copyright year:
--------------------------Price:
ISBN (10 or 13 digits):
------------------------------- Grade(s):
Subject:
--------------------------------------Publisher:
Vendor:
Type of Material: (Check the appropriate box)
[J Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
_c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
Student Edition
C
Teachers Edition
Teacher Resource Kit
_....:.r. . . .-
----
This request supports a Board adopted curriculum and the 2010 AZ Standards (aka Common Core).
Principal's name
/O
I!tf}U
Date
Revised: 12113/12
3 of 3
Coversheet
MEETING OF:
TITLE:
ITEM #:
20
Information:
Study:
Action:
PURPOSE:
To request Governing Board approval to use supplementary materials in high schools - Occupied America: A History of Chicanos.
For amendments to current IGAs, Initiator provides original IGA recording number:
BUDGET CONSIDERATIONS:
District Budget
State/Federal Funds
Other
Budget Code
Budget Cost
Date
I certify that funds for this expenditure in the amount of $ are
available and may be:
Authorized from current year budget
Coversheet
INITIATOR(S):
Title
10/18/2013
Date
Es
Ms
IZ
Hs
Phone #:
225-6422
__c:_ JTED
year:
----------------------------- Copyright
Price:
------------------------------- Grade(s): 11
American History
Subject:
~-----------------------Publisher:
Vendor:
Type of Material: (Check the appropriate box)
C
Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
rz: Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
[{:
Student Edition
r
Teacher's Edition
C
Teacher Resource Kit
Title:
Author(s):
Edition (1st, 2"d, 3'd, etc.):
Copyright year:
------------------------Price:
ISBN (10 or 13 digits):
Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
C Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
C Supplemental Material- needs to be delivered to the Campbell Warehouse
C. Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C
Student Edition
C
Teacher's Edition
Teacher Resource Kit
--------------------------
-----------------------------------------------------------------
Title:
Author(s):
Copyright year:
Edition (1 5\ 2"d, 3'd, etc.):
--------------------------Price:
ISBN (10 or 13 digits):
----------------------------- Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
C Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
____c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
[J
Student Edition
C
Teacher's Edition
C
Teacher Resource Kit
---------------------------------------
Revised: 12113/12
TXT1002
Textbooks 1 Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 1 Phone (520) 225-4663
http://www.tusd1.org/
2 of 3
TUSDCase 4:10-cv-00623-AWT
Title:
Author(s):
Edition (15t, 2"d, 3rd, etc.):
Copyright year:
ISBN (10 or 13 digits):
Price:
Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box}
_c_ Educational Software
___b._ Textbook- needs to be delivered to the Campbell Warehouse
_c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
___b._ Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C Student Edition
Teacher's Edition
Teacher Resource Kit
---------------------------
-------------------------------------------------------------------
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
year:
--------------------------- Copyright
ISBN (10 or 13 digits):
Price:
----------------------------- Grade(s):
Subject:
--------------------------------------Publisher:
Vendor:
Type of Material: (Check the appropriate box}
C Educational Software
____c_ Textbook- needs to be delivered to the Campbell Warehouse
__c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
_ __,:;r. . . ;_
. Student Edition
c Teacher's Edition
1
Teacher Resource Kit
This request supports a Board adopted curriculum and the 2010 AZ Standards (aka Common Core).
Principal's name
;o
Assistant
/;I ).f-:1
Date
TXT1002
Revised: 12113/12
Textbooks I Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 1 Phone (520) 225-4663
http://www.tusd1.org/
3 of 3
Coversheet
MEETING OF:
TITLE:
ITEM #:
21
Information:
Study:
Action:
PURPOSE:
To request Governing Board approval to use supplementary materials in high schools - Message to Aztlan.
For amendments to current IGAs, Initiator provides original IGA recording number:
BUDGET CONSIDERATIONS:
District Budget
State/Federal Funds
Other
Budget Code
Budget Cost
Date
I certify that funds for this expenditure in the amount of $ are
available and may be:
Authorized from current year budget
Coversheet
INITIATOR(S):
Title
10/18/2013
Date
ES
MS
[I
HS
Dept:
Phone #:
225-6422
___c_ JTED
Copyright year:
Price:
----------------------------------------------------
-------------------------
--------------------------------------
Title:
Author(s):
Edition (15t, 2"d, 3rd, etc.):
Copyright year:
ISBN (10 or 13 digits):
Price:
----------------------------- Grade(s):
Subject:
-------------------------------------Publisher:
Vendor:
Type of Material: (Check the appropriate box)
C Educational Software
__c_ Textbook- needs to be delivered to the Campbell Warehouse
__c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
[J Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C::
Student Edition
C
Teacher's Edition
r
Teacher Resource Kit
---------------------------
TXT1002
Revised: 12113/12
Textbooks I Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 1 Phone (520) 225-4663
http://www.tusd1.org/
2 of 3
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
Copyright year:
Price:
ISBN (10 or 13 digits):
Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box}
_c_ Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
_c__ Supplemental Material..:.. needs to be delivered to the Campbell Warehouse
C:: Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C Student Edition
C
Teacher's Edition
r
Teacher Resource Kit
---------------------------------------------------------------------------------------------
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
---------------------------
Copyright year:
Price:
Grade(s):
------------------------------
----
This request supports a Board adopted curriculum and the 2010 AZ Standards (aka Common Core).
Principal's name
Approved by Leade~
/J /to~_;>
gnee
Date
Re~sed:
TXT1002
Textbooks I Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 1 Phone (520) 225-4663
http://www.tusd1.org/
12/13/12
3 of 3
Coversheet
MEETING OF:
TITLE:
Approval of High School Supplemental Materials - Chicano! The History of the Mexican Civil Rights Movement
ITEM #:
22
Information:
Study:
Action:
PURPOSE:
To request Governing Board approval to use supplementary materials in high schools - Chicano! The History of the Mexican Civil
Rights Movement.
For amendments to current IGAs, Initiator provides original IGA recording number:
BUDGET CONSIDERATIONS:
District Budget
State/Federal Funds
Other
Coversheet
Budget Code
INITIATOR(S):
10/18/2013
Name
Date
Title
Requestor:
Leadership Office: (Check the appropriate office)
ES
MS
HS
Dept:
Phone #:
225-6422
____c_ JTED
------------------------------------------------------
---------------------------------------
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
ISBN (10 or 13 digits):
year:
------------------------------ Copyright
------------------------------- Price:
Subject: - - - - - - - - - - - - - - - - - - - - Grade(s):
Publisher:
Vendor:
Type of Material: (Check the appropriate box}
C Educational Software
____Q__ Textbook- needs to be delivered to the Campbell Warehouse
____c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
_g_ Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C Student Edition
C
Teacher's Edition
C
Teacher Resource Kit
TXT1002
Revised: 12113/12
Textbooks 1 Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 1 Phone (520) 225-4663
http://www.tusd1.org/
2 of 3
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
Copyright year:
Price:
ISBN (10 or 13 digits):
Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
_c_ Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
_c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
r Student Edition
C
Teacher's Edition
I
Teacher Resource Kit
---------------------------------------------------------------------------------------------
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
Copyright year:
--------------------------Price:
ISBN (10 or 13 digits):
------------------------------ Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
C Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
____c_ Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
_ ___,!.......;._ Student Edition
C
Teacher's Edition
1
Teacher Resource Kit
---------------------------------------
----
This request supports a Board adopted curriculum and the 2010 AZ Standards (aka Common Core).
Principal's name
Date
Revised: 12113/12
3 of 3
Coversheet
MEETING OF:
TITLE:
Approval of High School Supplemental Materials - Rethinking Columbus: The Next 500 Years
ITEM #:
23
Information:
Study:
Action:
PURPOSE:
To request Governing Board approval to use supplementary materials in high schools - Rethinking Columbus: The Next 500 Years.
For amendments to current IGAs, Initiator provides original IGA recording number:
BUDGET CONSIDERATIONS:
District Budget
State/Federal Funds
Other
Budget Code
Budget Cost
Date
I certify that funds for this expenditure in the amount of $ are
available and may be:
Authorized from current year budget
Coversheet
INITIATOR(S):
Title
10/18/2013
Date
TUSD
School Name:
Dept:
Requestor:
Leadership Office: (Check the appropriate office)
ES
___Q_
MS
1!J
HS
Phone #:
225-6422
JTED
-------------------------
---------------------------
Copyright year:
Price:
-----------------------
-------------------------
-----------------------------
TXT1002
Revised: 12/13/12
Textbooks 1 Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 1 Phone (520) 225-4663
http: I lwww. tusd1.org/
2 of 3
TUSD
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
year:
-------------------------- Copyright
ISBN (10 or 13 digits):
Price:
Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
D
Educational Software
_bL_ Textbook- needs to be delivered to the Campbell Warehouse
_bL_ Supplemental Material- needs to be delivered to the Campbell Warehouse
_bL_ Occasional Use- Doesn't need Board Approval
Select the appropriate item:
0
Student Edition
C
Teacher's Edition
[J
Teacher Resource Kit
-----------------------------
---------------------------------------
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
year:
-------------------------- Copyright
Price:
ISBN (10 or 13 digits):
Subject:
--------------------------------------- Grade(s):
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
___g_ Educational Software
___g_ Textbook- needs to be delivered to the Campbell Warehouse
___CL_ Supplemental Material- needs to be delivered to the Campbell Warehouse
___g_ Occasional Use- Doesn't need Board Approval
Select the appropriate item:
_____.O=.J- Student Edition
D
Teacher's Edition
Teacher Resource Kit
-----------------------------
-------
This request supports a Board adopted curriculum and the 2010 AZ Standards (aka Common Core).
Principal's name
Su~
/O /;C""/;J
Date
Re~sed:
TXT1002
Textbooks I Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 I Phone (520) 225-4663
http://www.tusd1.org/
12/13/12
3 of 3
Coversheet
MEETING OF:
TITLE:
ITEM #:
24
Information:
Study:
Action:
PURPOSE:
To request Governing Board approval to use supplementary materials in high schools - Critical Race Theory.
For amendments to current IGAs, Initiator provides original IGA recording number:
BUDGET CONSIDERATIONS:
District Budget
State/Federal Funds
Other
Budget Code
Budget Cost
Date
I certify that funds for this expenditure in the amount of $ are
available and may be:
Authorized from current year budget
Coversheet
INITIATOR(S):
Title
10/18/2013
Date
TUSD
School Name:
ES
MS
IZ
HS
Dept:
Secondary School Leadership
225-4300
JTED
year:
----------------------------- Copyright
Price:
------------------------------- Grade(s): 11th
American History
Subject:
~~--------------------Publisher:
Vendor:
Type of Material: (Check the appropriate box)
C Educational Software
_g_ Textbook- needs to be delivered to the Campbell Warehouse
IZ Supplemental Material- needs to be delivered to the Campbell Warehouse
_g_ Occasional Use- Doesn't need Board Approval
Select the appropriate item:
IZ
Student Edition
C
Teacher's Edition
C
Teacher Resource Kit
Title:
Author(s):
Edition (1st, 2nd, 3rd, etc.):
Copyright year:
ISBN (10 or 13 digits):
Price:
---------------------------- Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
L
Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
C Supplemental Material- needs to be delivered to the Campbell Warehouse
_g_ Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C Student Edition
C
Teacher's Edition
r:: Teacher Resource Kit
--------------------------
-------------------------
-------------------------------------
-----------------------------
Title:
Author(s):
Edition (1st, 2nd, 3rd, etc.):
Copyright year:
ISBN (10 or 13 digits):
Price:
Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
[J
Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
___[J_ Supplemental Material- needs to be delivered to the Campbell Warehouse
D Occasional Use- Doesn't need Board Approval
Select the appropriate item:
D
Student Edition
C
Teacher's Edition
C
Teacher Resource Kit
--------------------------------------------------------------------------------------------
TXT1002
Revised: 12/13/12
Textbooks I Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 I Phone (520) 225-4663
http:/ /www.tusd1.org/
2 of 3
TUSD
Title:
Author(s):
Edition (1st, 2"d, 3'd, etc.):
Copyright year:
---------------------------ISBN (10 or 13 digits):
Price:
------------------------------Grade(s):
Subject:
----------------------------------------Publisher:
Vendor:
Type of Material: (Check the appropriate box)
_c._ Educational Software
_c._ Textbook- needs t o be delivered to the Campbell Warehou se
_c_ Supplemental Material- needs to be delivered to the Ca mpbell Warehouse
I
Occasional Use - Doesn't need Board Approval
Select the appropriate item :
Teacher's Edition - - - -I ' - - - Teacher Resource Kit
I
Student Edition
I
Title:
Author(s) :
Edition (1st, 2"d, 3'd, etc.):
ISBN (10 or 13 digits):
Copyright year:
---------------------------Price:
-------------------------------
--------
This request supports a Board adopted curriculum and t he 2010 AZ Standards (aka Common Core).
Principal' s name
(~
---
TXT1002
Date
Revised: 12/ 13/ 12
3 of 3
Coversheet
MEETING OF:
TITLE:
ITEM #:
25
Information:
Study:
Action:
PURPOSE:
To request Governing Board approval to use supplementary materials in high schools - Pedagogy of the Oppressed.
For amendments to current IGAs, Initiator provides original IGA recording number:
BUDGET CONSIDERATIONS:
District Budget
State/Federal Funds
Other
Budget Code
Budget Cost
Date
I certify that funds for this expenditure in the amount of $ are
available and may be:
Authorized from current year budget
Coversheet
INITIATOR(S):
Title
10/18/2013
Date
TUSD
School Name:
ES
MS
[T-
HS
Dept:
Secondary School Leadership
225-4300
JTED
------------------------------
r-
Title:
Author(s):
Edition (1st, 2"d, 3rd, etc.):
Copyright year:
ISBN (10 or 13 digits):
Price:
--------------------------- Grade(s):
Subject:
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
C Educational Software
C Textbook- needs to be delivered to the Campbell Warehouse
C Supplemental Material- needs to be delivered to the Campbell Warehouse
C Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C Student Edition
C
Teacher's Edition
C
Teacher Resource Kit
-------------------------
-------------------------
--------------------------------------
Title:
Author(s):
Edition (1st, 2"d, 3'd, etc.):
Copyright year:
Price:
ISBN (10 or 13 digits):
----------------------------Subject:
Grade(s):
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
_c.._ Educational Software
_c.._ Textbook- needs to be delivered to the Campbell Warehouse
_c__ Supplemental Material- needs to be delivered to the Campbell Warehouse
D Occasional Use- Doesn't need Board Approval
Select the appropriate item:
C
Student Edition
C
Teacher's Edition
C
Teacher Resource Kit
--------------------------
---------------------------------------
TXT1002
Revised: 12/_13/12
Textbooks I Tucson Unified School District
1010 E. 10th St., Tucson, AZ 85719 1 Phone (520) 225-4663
http://www.tusd1.org/
2 of 3
TUSD
Title:
Author(s):
Edition (1 5 \ 2"d, 3'd, etc.):
ISBN (10 or 13 digits):
- - - - - - - - - -- - - -
- - - - - -- - - - -- - - - - - -
Copyright year:
Price:
Subject: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Grade(s):
Publisher:
Vendor:
Type of Material: (Check the appropriate box)
~ Educational Software
~ Textbook- needs to be de livered to the Campbell Warehouse
~ Supplemental Material- needs to be delivered to t he Campbell Wa rehouse
I
Occasional Use- Doesn't need Board Approva l
Select the appropriate item:
Teacher's Edition ---'----1
Teacher Resource Kit
I
Student Edition
I
Title:
Author(s):
Copyright year:
Edition (15 \ 2"d, 3'd, etc.):
---- - -- -- - - - - - ISBN (10 or 13 digits):
Price:
- - - - - -- - -- - - - - - - Subject: _ _ _ __ _ _ _ _ _ _ __ _ _ __ _ _ _ Grade(s):
Publisher:
Vendor:
Type of Material : (Check the appropriate box)
I
Educational Software
I
Textbook- needs to be delivered to the Campbell Warehouse
_c_ Supplemental Material - needs to be delivered to the Campbell Warehouse
I
Occasional Use- Doesn't need Board Approval
Select the appropriate item:
Teache r's Edition
1 Student Edition
1
1
Teacher Resource Kit
--'---
~;;;Superintendent
or designee
TXT1002
Date
Revised: 12 / 13/ 12
3 of 3
EXHIBIT F
LeFevre, Andrew
Huppenthal, John; Hibbs, Elliott; Stollar, John; Morley, Stacey; Ducharme, Ryan
Bianchi, Merle
1118/2012 10:10:18 AM
TUSD Press Release on Books Being Taken Out of Classes
TUSD
NEWS RELEASE
For Immediate Release
Contact:
Cara Rene
Director of Communications
Cara. Rene@tusd1.org
(520) 225-6101
Reports of TUSD book ban completely false and misleading
Tucson, AZ, Jan 17,20 II -Tucson Unified School District has not banned any books as has been widely and
incorrectly reported.
Seven books that were used as supporting materials for curriculum in Mexcian American Studies classe s have been
moved to the district storage facility because the classes have been suspended as per the ruling by Arizona
Superintendent for Public Instruction John Ruppenthal. Superintendent Ruppenthal upheld an Oftlce of
Adminstriation Hearings' ruling that the classes were in violation of state law ARS 15- 112.
The books are:
Critical Race Theory by Richard Delgado
500 Years of Chicano History in Pictures edited by Elizabeth Martinez
Message to AZTI..AN by Rodolfo Corky Gonzales
Chicano! The History of the Mexican Civil Rights Movement by Arturo Rosales
Occupied America : A HistOI)' of Chicanos by Rodolfo Acuna
Pedagogy of the Oppressed by Paulo Freire
Rethinking Columbus: The Next 500 Years by Bill Bigelow
NONE of the above books have been banned by TUSD. Each book has been boxed and stored as part of the process
of suspending the classes. The books listed above were cited in the ruling that found the classes out of compliance
with state law.
Every one of the books listed above is still available to students through several school libraries. Many of the
schools where Mexican American Studies classes were taught have the books available in their libraries. Also, all
students throughout the district may reserve the books through the library system .
Other books have also been falsely reported as being banned by TUSD. It has been incorrectly reported that William
Shakespeare's "The Tempest" is not allowed for instruction. Teachers may continue to use materials in their
classrooms as appropriate for the course curriculum. "The Tempest" and other books approved for curriculum are
still viable options for instructors.
The suspended Mexican American Studies classes were converted last week to standard grade-level courses with a
general curriculum featuring multiple perspectives, as per the directive by the state superintendent. Students
remained in classes with their teachers, who are now teaching general curriculum .
ADE014408
# # #
Andrew T. LeFevre
Director of Public Relations
Office of Communications & Innovation
Arizona Department of Education
602-364-2425
602-542-5072 (press line)
andrew.lefevre@azed.gov
...
"ff\;--.Y A
r i z o n a
~ Department of Education
Our mission is "To serve Mzona's education community, ensuring every student has acct>ss to an exct>llent education."
NOTK::E : Thi~ e-mail (and any ut1achmanb) ma; c:mtoin PRMLEGED OR CONFIDENTL"L infJtmation anj i> in!Qnj ed onty for the use of tho o pec~ic indvijua!(s) to vhom ~
is addressed. ~ may cont ain information that is privi:eged and co ~fidentb l under state l nd federa l law. Thi> information ma; ba w; ed or disclosed only in accordance with law.
and you may be subject tc p enaltie!> un:1er bw for improper use C>r furthe r disc losure of the inform :>tron in this c-moil and rt:; ltlachments. r yau have rocoi'ted this e-mail in
error. ple J se lmn1edio tely notify tho p vrs.on n.:une d above by re ply em:lil. and then del-3t e the orlgin.:1l J-mail.
Th::m~
yo u .
ADE014409
EXHIBIT G
--~~-
--<- -
Leonard, Maggie
From:
Sent
To:
Subject:
Arce, Martin
Wednesday, January 18, 20!2 2:57 PM
'seanarce@comcast.net' .
FW: Letter to staff 01.18.12
TUSO-ARCE 0476
----------- --------------------
- -Filed
- -09/26/16
- - - - Page
- -161
- of-226
-Case
4:10-cv-00623-AWT
Document 356
TUSD-ARCE 0477
- -- -.
_..
John Pedicone
71U_-.,:_:.
:11
Confidentiality Notice: This e-mail message contains Information which may be confidential and privileged and is
covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-252 1 and is legally privileged. Unauthorized
review, use, disclosure or distribution is strictly prohibited Unless you are the addressee (or authorized to receive for the
addressee), you may not use, copy or disclose to anyone the message or any information contained in the message. If
you have received the message in error, please adv1se the sender by calling (520) 225-6060 or by reply e-mail, and
destroy all copies of the message.
TUSD-ARCE 0478
-----
EXHIBIT H
No. 4:10-cv-00623-AWT
4
5
6
MAYA ARCE,
Plaintiff,
vs.
10
11
Defendants.
)
)
)
)
)
)
)
)
)
)
)
12
13
14
15
Ph.D.
16
TUCSON, ARIZONA
17
18
19
20
21
ATKINSON-BAKER, INC.
COURT REPORTERS
(800) 288-3376
www.depo.com
22
23
REPORTED BY:
24
25
FILE NO.:
AA02157
Page 78
Atkinson-Baker Court Reporters
www.depo.com
09:45:37
A. By ADE?
09:48:13
A. That is correct.
09:45:39
Q. Yes, sir.
09:48:13
09:45:40
A. That's correct.
09:48:13
09:45:43
09:48:16
09:45:51
A. That is correct.
09:45:54
09:45:57
09:45:59
09:46:06
09:46:08
10
09:48:30
09:46:08
11
09:48:33
09:46:13
12
09:48:38
09:46:15
13
09:48:41
09:46:18
14
09:48:43
09:46:22
15
09:48:46
Q. -- state funds?
09:46:22
16
09:48:51
09:46:23
17
09:46:31
18
09:49:02
09:46:35
19
circumstances.
09:49:04
09:46:39
20
09:46:44
21
09:46:46
22
09:49:11
09:46:51
23
09:49:15
09:46:54
24
09:49:17
09:46:58
25
09:49:21
materials?
09:48:19
operating in a vacuum --
09:48:22
09:48:26
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
09:48:27
09:49:06
Page 115
1
09:48:23
Q. -- information vacuum?
09:49:07
Page 117
09:47:04
09:47:07
09:49:32
A. No.
09:47:07
miss my call --
09:49:39
09:47:08
09:47:10
09:49:40
09:47:12
09:49:45
09:47:13
09:49:49
09:47:15
A. Yes.
09:49:51
09:47:17
09:49:52
09:47:22
10
09:47:26
11
acceptable?
09:47:28
12
A. Yes.
09:50:01
09:47:32
13
09:50:01
09:47:33
14
09:50:04
09:47:40
15
09:50:06
09:47:45
16
09:50:15
09:47:47
17
A. No.
09:50:18
09:47:50
18
09:50:20
09:47:54
19
09:50:24
09:47:58
20
09:50:27
09:48:02
21
A. No.
09:50:28
09:48:06
22
09:50:29
09:48:10
23
09:50:33
A. By --
09:48:11
24
individuals?
09:50:35
Q. Is that correct?
09:48:12
25
A. No.
correct, no.
09:49:40
Page 116
09:49:26
09:50:00
09:50:36
Page 118
EXHIBIT I
No. 4:10-cv-00623-AWT
4
5
6
MAYA ARCE,
Plaintiff,
vs.
10
11
Defendants.
)
)
)
)
)
)
)
)
)
)
)
12
13
14
15
Ph.D.
16
TUCSON, ARIZONA
17
18
19
20
ATKINSON-BAKER, INC.
COURT REPORTERS
(800) 288-3376
www.depo.com
21
22
23
REPORTED BY:
24
25
FILE NO.:
A90DE19
17:42
17:42
17:42
17:42
17:42
17:42
A. Yes.
17:42
17:42
17:42
17:42
11
A. Yes.
17:42
12
17:42
17:43
17:43
17:43
17:43
17
A. Okay.
17:43
18
17:43
17:43
17:43
17:43
17:43
17:43
17:43
17:43
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
that.
A. I think over the course of the months and
the years, it has changed. I know that we adhered
to the mandates of the ruling. But your question
seems to be going towards, like, what we have now,
if I'm understanding it correctly, and maybe I'm not
understanding it. And so I'm having a hard time
understanding your question.
MS. SEGAL: Counsel, because of the
late hour, if I may interject, I think you're aware
that there is no more MAS studies, as is. And,
therefore, you're saying -- you know, you read the
sentence, and it talks with the assistance of MASD.
That's another issue. Input from there is the
Department of Education; that's another issue. You
wanted to come up to today, and you have now the
culturally relevant curriculum.
MR. ELLEL: Right.
MS. SEGAL: So that's -- we're
talking apples and slightly different apples.
THE WITNESS: I agree with your
assessment. Hence, my inability to understand your
question.
Q. Sure. So -- so today's curriculum for
TUSD in social studies, for what used to be MAS
Page 66
1 students." Do you see that?
17:44
17:44
17:44
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:45
17:46
17:46
17:46
17:46
17:46
17:46
17:46
Page 68
17:43
17:46
A. Yes.
17:43
2 is that correct?
17:46
17:43
17:43
5 correct?
17:43
17:43
A. That's correct.
17:46
17:46
17:46
17:46
A. Yes.
17:43
17:46
17:44
17:46
17:44
17:44
17:47
17:44
17:47
17:44
12
17:44
13
17:47
17:44
14
17:47
17:44
17:47
17:44
16 that correct?
17:47
17:44
17
17:44
18
17:44
19
17:44
9
10
11 on that one.
12
A. Yes.
17:44
21
22
17:44
22 you.
17:44
23
24
17:44
24 time, please?
25
17:44
25
17:47
17:47
17:47
21
17:46
17:47
17:47
17:47
17:47
17:47
Page 67
17:47
17:47
Page 69
EXHIBIT J
6
7
Robert S. Chang
pro hac
Fred T. Korematsu Center for Lavv and
Ronald A. Peterson Clinic
Seattle
School of Law
12 5 East Columbia Street, Law Annex
Seattle, Washington 98122-4 30
Telephone: (206) 398-4025
Facsimile:
398-4261
10
11
12
EXHIBIT K
MARK BRNOVICH
ATTORNEY GENERAL
December 8, 2015
VIA E"MAIL
Richard M. Martinez
314 South Convent Avenue
Tucson, AZ 85701
richard@richardmartinezlaw.com
RobertS. Chang
Fred T. Korematsu Center for Law and
Equality
Ronald A. Peterson Clinic
Seattle University School ofLaw
1215 East Columbia Street, Law Annex
Seattle, WA 98122"4130
changro@seattleleu.edu
James Quinn
Steve Reiss
WElL GOTSHAL & MANGES LLP
767 Fifth Avenue
New York, NY 10153
James.Quinn@weil.com
steven.reiss@wei l.com
Mary Kelly Persyn
Persyn Law & Policy
912 Cole Street, PMB 124
San Francisco, CA 94117
marykelly@persynlaw .com
Re: Deficiencies in Plaintiffs' Responses to First Set of Discovery Requests
Dear Counsel:
I write to address numerous deficiencies with respect to plaintiffs' responses to Defendants'
1275 WEST WASHINGTON STREET, PHOENIX, AZ 850072926 PHONE: (602) 642-1610 FAX: {602} 364-0700 WWW.AZAG.GOV
First Set of Non-uniform Interrogatories, Defendants' First Request for Admissions and Defendants'
First Request for Production of Documents.
Deficiencies in Plaintiffs' Responses to First Set of Non-uniform Interrogatories
1276 WEST WASHINGTON STREET, PHOENIX, AZ 85007-2926 PHONE: (602) 642-1610 FAX: (602) 364-0700 WWW.AZAG.GOV
Page 3 of4
a charter school and TUSD information. Defendants fail to see how this response in any way
answers the interrogatory.
Plaintiffs' objection to Intenogatory 15 is also inappropriate. Plaintiffs respond that
information about the specific MAS teachers is within Defendants' possession, custody or control. It
is not. Again, plaintiffs' boilerplate objections are inappropriate and unavailing. Please provide the
requested information,
Additionally, Plaintiffs cannot answer interrogatories "on information and belief." See, e.g,
Interrogatory Responses 1, 4. Individual parties must provide "such information as is available to the
party." 0 'Connell, 245 F.R,D. at 650, quoting Fed. R. Civ. P. 33, Please amend any answer that
relies upon information and belief.
Also, please provide the required verifications at your earliest convenience.
Deficiencies in Plaintiffs' Responses to First Set of Requests for Admissions
Defendants find all of plaintiffs' responses to the requests for admissions to be deficient, as
Plaintiffs again rely on insufficient, non~specific, boilerplate objections. See, e.g., Arroyo v, Adams,
No. 1:11-cv-01186-AWI-DLB (PC), 2014 WL 1338900, at *2 (E.D. Cal. Apr. 2, 2014). As evety
response is the same series of boilerplate objections, with a non-responsive admission regarding the
language ofthe Kowal Decision, Defendants find each response to be wholly deficient.
Further, many of the general objections raised by plaintiffs are inappropriate to a request for
admission, The purpose of requests for admission is distinct from other forms of discovery in that
they are not seeking the production of specific information or materials. See, e.g,, Erie Ins, Prop, &
Cas, Co, v, Johnson, 272 F.R.D. 177, 183 (S.D. W.Va. 2010). Specifically, general objections 3, 4
and 5 are inapplicable to requests for admissions as they focus on the production of documents or
information, whereas the requests simply ask plaintiff to admit or deny the assettion. !d.
Plaintiffs' ''specific'' objections to each request are deficient pursuant to the terms of Rule
36(a)(4) because they do not adequately address the request or provide any detail for why the
plaintiffs cannot truthfully admit or deny the allegations. By only addressing the Kowal Decision
statement, Plaintiffs ignore the assertion in each request for admission which begins with the word
"admit." For example, RFA No. 1 asks Plaintiffs to "admit that the Department received complaints
regarding MASD,,, Plaintiffs' response doesn't ever address this assertion. "Parties may not view
requests for admission as a mere procedural exercise requiring minimally acceptable conduct. They
should focus on the goal of the Rules, full and efficient discovery, not evasion and word play."
Marchand v, Mercy Med. Ctr., 22 F.3d 933 (9th Cir. 1994). Each request for admission is tailored to
narrow the issues for trial and facilitate identifying the issues that are genuinely contested. Plaintiffs'
objections are inappropriate and require amendment to satisfy the obligations of the Federal Rules of
Civil Procedure.
Deficiencies in Plaintiffs' Responses to First Set of Request for Production.
As you know, amendments to the Federal Rules of Civil Procedure became effective on
1275 WEST WASHINGTON STREET, PHOENIX, AZ 85007-2926 PHONE: (602) 542-1610 FAX: (602) 3640700 WWW.AZAG,GOV
December 1, 2015. We therefore request that Plaintiffs supplement their responses to Request for
Production to comply with amended Rule 34(b)(2)(B) and (C). In particular, Defendants request that
Plaintiffs identify whether they have withheld any documents that are responsive to a request on the
basis of any objection made therein and that objections be made with specificity.
Finally, Plaintiffs have not yet responded to our October 16, 2015 letter identifying numetous
deficiencies in Plaintiffs' Initial Disclosure. Defendants need the information that should have been
disclosed or provided in response to Defendants' discovery requests to conduct effective deposition
discovery; Defendants therefore request a response to this letter, as well as a response to the earlier
letter, no later than December 18.
LKC/mig
#4803608
1275 WEST WASHINGTON STREET, PHOENIX, AZ 85007-2926 PHONE: (602) 6421610 FAX: (602) 3640700 WWW.AZAG.GOV
EXHIBIT L
BY E-MAIL
Corp. v. Walbert Enterprises, Inc., 116 F.3d 485, at *4 (9th Cir. 1997) (finding that the plaintiffs
reference to documents already produced adequately responds to the interrogatory).
Interrogatory No. 11
With respect to Interrogatory No. 11, which requests that Plaintiffs identify all facts that support
the allegations that Defendants actions constituted a violation of Plaintiffs equal protection rights,
Plaintiffs refer Defendants to the Ninth Circuits decision, which clearly articulates the factual basis for
Plaintiffs equal protection claims. In addition, Plaintiffs state the following facts in support of their
equal protection claim:
The Mexican American Studies (MAS) program was the sole target of H.B. 2281.
When the bill was introduced to the House Education Committee, Representative Steve
Montenegro characterized MAS as creating racial warfare.
In eliminating the MAS program, former superintendent Thomas Horne relied on a letter
written by a student who had taken two African-American oriented courses as evidence
of potential problems in the ethnic studies programs. Yet Mr. Horne did not investigate
African-American oriented courses. To the contrary, he limited his investigation to the
MAS program, despite his stated knowledge of the existence of African-American
studies courses.
Likewise, Prew Howie, who taught Native American literature, openly complained that
support personnel told her students that a white person should not be teaching Native
American literature. Mr. Horne chose not to investigate this potential issue with the
Native American studies program.
At the time that H.B. 2281 was being considered, former Superintendent John
Huppenthal, who was a state senator and the Chairman of the Senate Committee on
Education Accountability and Reform, introduced an amendment to the bill that granted
authority to the state superintendent to determine whether a school district was in
violation of the statute. The amendment was adopted by the Senate and incorporated
into 15-112. Prior to the effective date of H.B. 2281, Huppenthal successfully
campaigned to become the state superintendent, at which time he aired radio campaign
advertisements pledging to stop La Raza if elected.
At the same time, Horne ran for the office of Arizona Attorney General and stated, I
fought hard to get the legislature to put a to pass a law so that I can put a stop to [the
Raza Studies program. And as the attorney general, I will give the legal aid to the
Department of Education to be sure that we do put a stop to it.
On December 30, 2010, prior to the date that 15-112 went into effect, Horne issued a
premature finding that TUSD was in violation of 15-112 and directed TUSD to
eliminate the Mexican American Studies courses within sixty days. Horne made no
efforts to show that any problematic materials were in use at the time of his finding.
Immediately after Huppenthal took office, he issued a press release supporting Hornes
finding. While Huppenthal did not immediately enforce Hornes finding, he did
commission an independent audit of the MAS program to determine whether it violated
15-112. When the audit concluded that the program did not violate the statute,
Huppenthal rejected the audits finding purportedly because the MAS department was
aware of the audit and therefore the auditors would not be able to observe the promotion
of racism or ethnic solidarity in the classroom. After ordering a separate ADE
investigation, which only reviewed a selection of course materials and the MAS program
website and did not include classroom visits, Huppenthal issued a finding of violation.
As discussed supra, 15-112 has only been enforced against the Mexican American
Studies (MAS) program even though two other ethnic studies programs in Arizona
were alleged by the state superintendent to have violated 15-112.
The Arizona Department of Education selectively enforced its ban on pedagogy based on
Paulo Freires Pedagogy of the Oppressed. For example, TUSD allows Paulo Freire
Freedom Schools, which are comprised mainly of students that are not of Mexican or
Latino descent, to base their entire educational philosophy on Freires pedagogical
theories, but prohibits their use in the MAS program.
Interrogatory No. 12
With respect to Interrogatory No. 12, which requests that Plaintiffs identify all facts that support
the allegations that Defendants actions constituted a violation of Plaintiffs viewpoint discrimination
rights, Plaintiffs refer Defendants to the facts set forth in their response to Interrogatory No. 11, in
addition to the facts set forth in the Ninth Circuits decision. These facts, among others, form the basis
of Plaintiffs viewpoint discrimination claim.
Interrogatory No. 15
With respect to Interrogatory No. 15, which requests that Plaintiffs identify certain information
related to each teacher listed in Plaintiffs disclosure statement, including those teachers dates of
employment by TUSD, their certificate numbers, the TUSD schools at which they taught, and the
subjects they taught, Plaintiffs reassert their objection that such a request is overbroad, unduly
burdensome, and calls for information to which Defendants, who all work for the Arizona Department
of Education, have equal or superior access.
If Defendants believe that a meet and confer is still necessary, please propose available dates
during the first week of January.
Sincerely,
/s/ Luna Barrington
Luna Barrington
EXHIBIT M
)
)
) No. CV 10-623 TUC AWT
PLAINTIFFS' SUPPLEMENTAL
Plaintiffs,
vs.
Public~
)
)
)
)
)
)
)
))
1
2
TAC that Defendants' actions constituted a violation of plaintiff's equal protection rights.
4
5
6
RESPONSE:
Plaintiffs object to Non-Uniform Interrogatory No. 11 on the grounds that the
interrogatory is overbroad and unduly burdensome and calls for information within Defendants'
possession, custody, or control, or to which Defendants have equal or superior access.
Defendants are directed to, among other things, the United States Court of Appeals for
10
11
the Ninth Circuit's decision in Arce v. Douglas, 793 F .3d 968 (9th Cir. 20 15), which clearly
12
articulates the factual basis for Plaintiffs' equal protection claims. Defendants are further
13
directed to Horne and Ruppenthal's statements before the Hearing of the Senate Judiciary
14
Committee on SB 1069 in 2009, Plaintiffs' disclosure statement(s) and the relevant documents
15
16
identified therein, in addition to the individuals identified therein who were or remain employed
17
with TUSD and have knowledge ofTUSD operations and/or MAS. In addition, Plaintiffs state
18
19
20
The Mexican American Studies ("MAS") program was the sole target ofH.B.
2281. When the bill was introduced to the House Education Committee,
Representative Steve Montenegro characterized MAS as creating racial warfare.
21
22
23
24
25
26
27
28
16
not be teaching Native American literature. Mr. Horne chose not to investigate
this potential issue with the Native American studies program.
2
3
At the time that H.B. 2281 was being considered, former Superintendent John
Ruppenthal, who was a state senator and the Chairman of the Senate Committee
on Education Accountability and Reform, introduced an amendment to the bill
that granted authority to the state superintendent to determine whether a school
district was in violation of the statute. The amendment was adopted by the
Senate and incorporated into 15-112. Prior to the effective date of H.B. 2281,
Ruppenthal successfully campaigned to become the state superintendent, at
which time he aired radio campaign advertisements pledging to "stop La Raza" i
elected.
At the san1e time, Horne ran for the office of Arizona Attorney General and
stated, "I fought hard to get the legislature to put a- to pass a law so that I can
put a stop to [the Raza Studies program. And as the attorney general, I will give
the legal aid to the Department of Education to be sure that we do put a stop to
it."
On December 30,2010, prior to the date that 15-112 went into effect, Horne
issued a premature finding that TUSD was in violation of 15-112 and directed
TUSD to "eliminate the Mexican American Studies courses" within sixty days.
Horne made no efforts to show that any problematic materials were in use at the
time of his finding.
As discussed supra, 15-112 has only been enforced against the Mexican
American Studies ("MAS") program even though two other ethnic studies
programs in Arizona were alleged by the state superintendent to have violated
15-112.
5
6
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
17
not of Mexican or Latino descent, to use Friere's pedagogy, but prohibits its use
in the MAS program.
3
4
Arizona has a long and established history of racial animus against Mexican
An1ericans, including the educational segregation by race of Mexican Americans
students.
8
9
10
11
Identify all facts that support plaintiffs' contentions as stated in paragraph 118 of the
TAC that Defendants' actions constituted a violation of Plaintiffs' First Amendment viewpoint
discrimination rights.
RESPONSE:
12
interrogatory is overbroad and unduly burdensome and calls for information within Defendants'
possession, custody, or control, or to which Defendants have equal or superior access.
Defendants are directed to the facts set forth in Plaintiffs' response to Interrogatory No.
11, in addition to the facts set forth in the Ninth Circuit's decision inArce v. Douglas, 793 F.3d
18
19
968 (9th Cir. 2015). Defendants are further directed to, among other things, the Meeting
20
Minutes from November 15, 2004 of the Arizona State Board of Charter Schools, in which the
21
Board approved the application by El Pueblo Integral Teaching and Learning Collaborative to
22
establish the Paolo Freire Freedom School. Defendants are also directed to Plaintiffs' disclosure
23
statement(s) and the relevant documents identified therein, in addition to the individuals
24
25
identified therein who were or remain employed with TUSD and have knowledge of TUSD
26
operations and/or MAS. Discovery is ongoing and this response will be supplemented as is
27
appropriate.
28
18
1
2
5
6
7
RESPONSE:
Plaintiffs object to Non-Uniform Interrogatory No. 16 on the grounds that the
interrogatory is overbroad and unduly burdensome. Plaintiffs further object on the ground that
Non-Uniform Interrogatory No. 16 imposes obligation on Plaintiffs that exceed the limitations
and requirements set forth in the Federal Rules, the Local Rules, or any other applicable rule or
10
11
court order.
12
13
14
15
16
17
18
19
20
23
24
25
26
27
28
22
EXHIBIT N
1
2
3
4
5
6
7
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
3
4
http://www.azleg.gov//FormatDocument.asp?inDoc=/legtext/48leg/2r/adopted/h.1108-se6
7
http://www.azleg.gov//FormatDocument.asp?inDoc=/legtext/49leg/2r/bills/hb2281p.htm&Sessio
n_ID=93, and the transcript of DemocracyNows Interview with John Huppenthal and Richard
10
11
12
13
employed with TUSD and have knowledge of TUSD operations and/or MAS. Finally,
14
15
16
17
Defendants are directed to testimony and exhibits from the depositions taken in this case,
including testimony and exhibits from Thomas Horne, Mark Anderson, Stacey Morley, and John
Huppenthal, as well as all pertinent parts of Plaintiffs expert reports.
18
19
20
21
22
RESPONSE:
23
interrogatory is overbroad and unduly burdensome and calls for information within Defendants
possession, custody, or control, or to which Defendants have equal or superior access.
27
28
16
Defendants are directed to, among other things, the United States Court of Appeals for
the Ninth Circuits decision in Arce v. Douglas, 793 F.3d 968 (9th Cir. 2015), which clearly
articulates the factual basis for Plaintiffs equal protection claims. Defendants are further
directed to Horne and Huppenthals statements before the Hearing of the Senate Judiciary
Committee on SB 1069 in 2009, Plaintiffs disclosure statement(s) and the relevant documents
6
7
identified therein, in addition to the individuals identified therein who were or remain employed
with TUSD and have knowledge of TUSD operations and/or MAS. In addition, Plaintiffs state
10
11
The Mexican American Studies (MAS) program was the sole target of H.B.
2281. When the bill was introduced to the House Education Committee,
Representative Steve Montenegro characterized MAS as creating racial warfare.
At the time that H.B. 2281 was being considered, former Superintendent John
Huppenthal, who was a state senator and the Chairman of the Senate Committee
on Education Accountability and Reform, introduced an amendment to the bill
that granted authority to the state superintendent to determine whether a school
district was in violation of the statute. The amendment was adopted by the
Senate and incorporated into 15-112. Prior to the effective date of H.B. 2281,
Huppenthal successfully campaigned to become the state superintendent, at
which time he aired radio campaign advertisements pledging to stop La Raza if
elected.
At the same time, Horne ran for the office of Arizona Attorney General and
stated, I fought hard to get the legislature to put a to pass a law so that I can
put a stop to [the Raza Studies program. And as the attorney general, I will give
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
17
the legal aid to the Department of Education to be sure that we do put a stop to
it.
2
3
On December 30, 2010, prior to the date that 15-112 went into effect, Horne
issued a premature finding that TUSD was in violation of 15-112 and directed
TUSD to eliminate the Mexican American Studies courses within sixty days.
Horne made no efforts to show that any problematic materials were in use at the
time of his finding.
As discussed supra, 15-112 has only been enforced against the Mexican
American Studies (MAS) program even though two other ethnic studies
programs in Arizona were alleged by the state superintendent to have violated
15-112.
Arizona has a long and established history of racial animus against Mexican
Americans, including the educational segregation by race of Mexican Americans
students.
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Finally, Defendants are directed to testimony and exhibits from the depositions taken in
this case, including testimony and exhibits from Maya Arce, Lorenzo Lopez, Curtis Acosta,
Thomas Horne, Mark Anderson, Margaret Dugan, John Huppenthal, Stacey Morley, Carol
Lippert, Eliot Hibbs, John Stollar, Kathy Hrabluk, and Diane Douglas, as well as all pertinent
parts of Plaintiffs expert reports.
26
27
28
18
1
2
3
4
discrimination rights.
6
7
8
9
10
RESPONSE:
Plaintiffs object to Non-Uniform Interrogatory No. 12 on the grounds that the
interrogatory is overbroad and unduly burdensome and calls for information within Defendants
possession, custody, or control, or to which Defendants have equal or superior access.
11
Defendants are directed to the facts set forth in Plaintiffs response to Interrogatory No.
12
11, in addition to the facts set forth in the Ninth Circuits decision in Arce v. Douglas, 793 F.3d
13
968 (9th Cir. 2015). Defendants are further directed to, among other things, the Meeting
14
Minutes from November 15, 2004 of the Arizona State Board of Charter Schools, in which the
15
16
Board approved the application by El Pueblo Integral Teaching and Learning Collaborative to
17
establish the Paolo Freire Freedom School. Defendants are also directed to Plaintiffs disclosure
18
statement(s) and the relevant documents identified therein, in addition to the individuals
19
identified therein who were or remain employed with TUSD and have knowledge of TUSD
20
operations and/or MAS. Finally, Defendants are directed to testimony and exhibits from the
21
depositions taken in this case, including testimony and exhibits from Maya Arce, Lorenzo Lopez,
22
Curtis Acosta, Thomas Horne, Mark Anderson, Margaret Dugan, John Huppenthal, Stacey
23
Morley, Carol Lippert, Eliot Hibbs, John Stollar, Kathy Hrabluk, and Diane Douglas, as well as
24
25
26
27
28
19
1
2
School
Subject
6
7
8
RESPONSE:
Plaintiffs object to Non-Uniform Interrogatory No. 16 on the grounds that the
13
interrogatory is overbroad and unduly burdensome. Plaintiffs further object on the ground that
14
Non-Uniform Interrogatory No. 16 imposes obligation on Plaintiffs that exceed the limitations
15
and requirements set forth in the Federal Rules, the Local Rules, or any other applicable rule or
16
court order.
17
18
Jim Quinn
James Quinn, Esq.
Steve Reiss, Esq.
WEIL GOTSHAL & MANGES, LLP
22
23
24
25
26
23
EXHIBIT O
10
11
12
Plaintiffs,
15 v.
16 DIANE DOUGLAS,
Arizona Superintendent of
17 Public Instruction, et. al.,
18
Defendants.
19
)
)
)
)
)
)
)
)
)
)
)
)
)
20 I.
Individuals.
21
A.
22
1.
Curtis Acosta
23
24
25 who was employed in a classroom teaching capacity. This includes working as an Mexican
26 American Studies Department (MAS) educator for TUSD. During his MAS tenure with
27 TUSD, Dr. Acosta was assigned to Tucson High Magnet School (THMS) teaching core
28 English courses offered to Junior and Senior students.
Dr. Acostas TUSD MAS tenure includes the period when MAS was subjected to the
2 scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State Legislature
3 considered anti-MAS legislation, passage and the subsequent enforcement of HB 2281. Dr.
4 Acostas classes were among those involuntarily terminated by the Arizona Department of
5 Education (ADOE) by subjecting TUSD to severe crippling economic sanctions
6 compelling the immediate termination of all MAS classes and educational activities.
7
All topics and related topics, including all deposition exhibits and all deposition
2.
10
11
Maya Arce
c/o Plaintiffs Counsel
Maya Arce is a citizen of the United States and a resident of the State of Arizona
12 living in Pima County. She is the natural daughter of Plaintiff Sean Arce, who was her next
13 best friend in the instant action. Ms. Arce is Mexican American and attended TUSD as a full
14 time student at THMS. Her matriculation through TUSD includes attending Davis Bilingual
15 Magnet School, grades kindergarten through fifth grade, an immersion Spanish-English
16 school with a curriculum that includes as an integral component the language, culture, history
17 and literature of Mexicans and Mexican Americans.
18
Ms. Arce was a TUSD student when MAS was subjected to the scrutiny of Tom
19 Horne as Superintendent of Public Instruction, the Arizona State Legislature considered anti20 MAS legislation, passage and the subsequent enforcement of HB 2281. All MAS department
21 activities were involuntarily terminated by the Arizona Department of Education (ADE).
22 This resulted in denying Ms. Arce to register for any MAS course offerings in English-Latino
23 Literature, American History-Mexican American Perspectives and American Government 24 Social Justice Education Project at THMS and denying her the opportunity to receive any of
25 the curricular material offered in MAS classes or discussion thereof.
26
All topics and related topics, including all deposition exhibits and all deposition
//
-2-
3.
2
3
Sean Arce
c/o Plaintiffs Counsel
Sean Arce is a is a former TUSD educator. While employed with TUSD he served in
4 several professional positions. This includes working as an MAS educator for TUSD.
5 During his MAS tenure with TUSD, Mr. Arce was utilized as a classroom teacher,
6 curriculum specialist, teacher trainer, resource teacher and Director of TUSDs MAS
7 department. During his tenure as the departments director, he was responsible for oversight,
8 management and supervision of MAS throughout TUSD.
9
Mr. Arces TUSD MAS tenure includes the period when MAS was subjected to the
10 scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State Legislature
11 considered anti-MAS legislation, passage and the subsequent enforcement of HB 2281. All
12 MAS department activities were involuntarily terminated by ADE by subjecting TUSD to
13 severe crippling economic sanctions compelling the immediate termination of all MAS
14 classes and educational activities.
15
Mr. Arce is also the natural parent and next best friend of Maya Arce, who attends
16 THMS and was denied the opportunity to enroll in any MAS class throughout her time at
17 THMS due to ADOEs enforcement of HB 2281 against TUSD.
18
All topics and related topics, including all deposition exhibits and all deposition
4.
Julian Barcelo
c/o Plaintiffs Counsel
Julian Barcelo is a citizen of the United States and a resident of the State of
23 Arizona living in Pima County. He is the natural father of Manuel Bracelo, in the
24 instant action his next best friend. Manuel Barcelo attends TUSD as a full time student.
25 Mr. J. Barcelo is aware of the prior MAS course offerings in TUSD and believes these
26 course offerings in the curriculum provided an important opportunity for his son and
27 all students to learn about the language, culture, history and literature of Mexicans and
28 Mexican Americans.
-3-
All topics and related topics, including all deposition exhibits and all deposition
5.
4
5
Manuel Barcelo
c/o Plaintiffs Counsel
Manuel Barcelo is a citizen of the United States and a resident of the State of
6 Arizona living in Pima County. Mr. Barcelo is Mexican American and attends TUSD
7 as a full time student. He was born in 2002. While enrolled and attending TUSD his
8 schools have provided opportunities to learn about the language, culture, history and
9 literature of Mexican Americans at Davis Bilingual Elementary and Roskurge Bilingual
10 Middle School. Both schools are court ordered by the Fisher-Mendoza desegregation
11 case. Mr. Barcelo intends to enroll at THMS and is aware that MAS classes were
12 terminated by ADE enforcement of HB 2281. Elimination of the MAS classes has
13 precluded the opportunity to enroll in or attend any MAS courses or benefit from MAS
14 curricular material, books and discussion thereof.
15
All topics and related topics, including all deposition exhibits and all deposition
6.
Dolores Carrion
c/o Plaintiffs Counsel
20 teaching capacity. This includes working as an MAS educator for TUSD. During her MAS
21 tenure with TUSD, Ms. Carrion was assigned to Pueblo High School (PHS) teaching art
22 courses offered to PHS students.
23
Ms. Carrions TUSD MAS tenure includes the period when MAS was subjected to
24 the scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State
25 Legislature considered anti-MAS legislation, passage and the subsequent enforcement of HB
26 2281. Ms. Carrions classes were among those involuntarily terminated by ADOE by
27 subjecting TUSD to severe crippling economic sanctions compelling the immediate
28 termination of all MAS classes and educational activities.
-4-
All topics and related topics, including all deposition exhibits and all deposition
7.
4
5
Ms. Dominguez is the natural parent and next best friend of Nicholas Dominguez,
6 who as a minor attended TUSD, including THMS. Mr. Dominguez enrolled in and attended
7 MAS courses at THMS with the knowledge and consent of Ms. Dominguez. Mr. Dominguez
8 was enrolled in MAS courses at THMS when the classes were involuntarily terminated by
9 ADE by subjecting TUSD to severe crippling economic sanctions compelling the immediate
10 termination of all MAS classes and educational activities.
11
All topics and related topics, including all deposition exhibits and all deposition
8.
14
15
Nicholas A. Dominguez
c/o Plaintiffs Counsel
Nicholas A. Dominguez is a citizen of the United States and a resident of the State of
16 Arizona living in Pima County. Mr. Dominguez is Mexican American and attended TUSD
17 as a full time student at THMS. While at THMS he enrolled and attended MAS course
18 offerings. Mr. Dominguez was enrolled in MAS courses at THMS when the classes were
19 involuntarily terminated by ADE by subjecting TUSD to severe crippling economic sanctions
20 compelling the immediate termination of all MAS classes and educational activities. He was
21 subjected to the termination of his MAS classes during the semester which included the
22 removal of all MAS materials and books from his classroom, the banning of MAS subject
23 matter and the denied the opportunity to receive any MAS curricular material, books or
24 discussion thereof.
25
All topics and related topics, including all deposition exhibits and all deposition
9.
Alexandro Escamilla
c/o Plaintiffs Counsel
-5-
2 capacity. This includes working as an MAS educator for TUSD. During his MAS tenure
3 with TUSD, Mr. Escamilla was assigned to Wakefield Middle School (WMS) teaching
4 MAS courses and curricular material WMS students.
5
Mr. Escamillas TUSD MAS tenure includes the period when MAS was subjected to
6 the scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State
7 Legislature considered anti-MAS legislation, passage and the subsequent enforcement of HB
8 2281. Mr. Ecscamillas classes were among those involuntarily terminated by ADE by
9 subjecting TUSD to severe crippling economic sanctions compelling the immediate
10 termination of all MAS classes and educational activities.
11
All topics and related topics, including all deposition exhibits and all deposition
12 testimony in the instant action, including those related to ADE monitoring and the
13 Huppenthal Notice of Non-compliance.
14
10.
15
16
Jesus Gonzalez
c/o Plaintiffs Counsel
Jesus Gonzalez is a citizen of the United States and a resident of the State of
17 Arizona living in Pima County. He is the natural father of Noah Gonzalez, in the instant
18 action his next best friend. Noah Gonzalez attends TUSD as a full time student and is
19 aware of the prior MAS course offerings in TUSD and believes these course offerings
20 in the curriculum provided an important opportunity for his son and all students to
21 learn about the language, culture, history and literature of Mexicans and Mexican
22 Americans.
23
All topics and related topics, including all deposition exhibits and all deposition
11.
Jose Gonzalez
c/o Plaintiffs Counsel
Jose Gonzalez is a TUSD educator. During his tenure with TUSD, he has worked in
28 several professional positions for TUSD. This includes working as an MAS educator for
-6-
1 TUSD in the MAS department. During his MAS tenure with TUSD, Mr. Gonzalez was
2 utilized as a classroom teacher, curriculum specialist and resource teacher. The MAS
3 classroom assignments include TUSD high schools and middle schools.
4
Mr. Gonzalezs TUSD MAS tenure includes the period when MAS was subjected to
5 the scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State
6 Legislature considered anti-MAS legislation, passage and the subsequent enforcement of HB
7 2281. Mr. Gonzalezs classes were among those involuntarily terminated by ADE by
8 subjecting TUSD to severe crippling economic sanctions compelling the immediate
9 termination of all MAS classes and educational activities.
10
All topics and related topics, including all deposition exhibits and all deposition
11 testimony in the instant action including Huppenthal and Douglas administration monitoring
12 and non-compliance notifications.
13
12.
14
15
Noah Gonzalez
c/o Plaintiffs Counsel
Noah Gonzalez is a citizen of the United States and a resident of the State of
16 Arizona living in Pima County. Mr. Gonzalez is Mexican American and attends TUSD
17 as a full time student. He was born in 2001. While enrolled and attending TUSD his
18 schools have provided opportunities to learn about the language, culture, history and
19 literature of mexican Americans at Davis Bilingual Elementary and Roskurge Bilingual
20 Middle School. Both schools are court ordered by the Fisher-Mendoza desegregation
21 case. Mr. Gonzalez intends to enroll in TUSD westside (THMS of CHMS) and is aware
22 that MAS classes were terminated by ADE enforcement of HB 2281. Elimination of the
23 MAS classes has precluded the opportunity to enroll in or attend any MAS courses or
24 benefit from MAS curricular material, books and discussion thereof.
25
All topics and related topics, including all deposition exhibits and all deposition
13.
Norma Gonzalez
c/o Plaintiffs Counsel
-7-
Norma Gonzalez is a TUSD educator. During her tenure with TUSD, she has worked
2 in several professional positions for TUSD. This includes working as an MAS educator for
3 TUSD in the MAS department. During her MAS tenure with TUSD, Ms. Gonzalez was
4 utilized as a classroom teacher, curriculum specialist and resource teacher. The MAS
5 classroom assignments include TUSD middle and elementary schools.
6
Ms. Gonzalezs TUSD MAS tenure includes the period when MAS was subjected to
7 the scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State
8 Legislature considered anti-MAS legislation, passage and the subsequent enforcement of HB
9 2281. Ms. Gonzalezs classes and resource teacher activities were among those involuntarily
10 terminated by ADE by subjecting TUSD to severe crippling economic sanctions compelling
11 the immediate termination of all MAS classes and educational activities.
12
13
14
14.
Lorenzo Lopez
c/o Plaintiffs Counsel
Lorenzo Lopez is a TUSD educator. During his tenure with TUSD, he has worked in
15 several professional positions for TUSD. This includes working as an MAS educator for
16 TUSD. During his MAS tenure with TUSD, Mr. Lopez was assigned to Cholla High School
17 teaching core social studies courses offered to Junior and Senior students. During his MAS
18 tenure with TUSD, Mr. Lopez was utilized primarily as a classroom teacher.
19
Mr. Lopezs TUSD MAS tenure includes the period when MAS was subjected to the
20 scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State Legislature
21 considered anti-MAS legislation, passage and the subsequent enforcement of HB 2281. Mr.
22 Lopezs classes were among those involuntarily terminated by ADOE by subjecting TUSD
23 to severe crippling economic sanctions compelling the immediate termination of all MAS
24 classes and educational activities.
25
Mr. Lopez is currently the TUSD CRC program director. In his current position he is
26 responsible for oversight, management and supervision of CRC throughout TUSD. His
27 responsibilities working with the assigned federal court Special Master.
28
Mr. Lopez is also aware of ADE HB 2281 enforcement efforts during the Douglas
-8-
All topics and related topics, including all deposition exhibits and all deposition
15.
6
7
Korina Eliza Lopez is a citizen of the United States and a resident of the State of
8 Arizona living in Pima County. She is the natural daughter of Lorenzo Lopez, Jr., her next
9 best friend in this litigation.
10
Ms. Lopez is Mexican American and attended THMS. She graduated in May of 2014.
11 Ms. Lopez attended Pistor Middle School for grades five through eight, where her course
12 offerings included MAS classes, a curriculum that included the language, culture, history and
13 literature of Mexicans/Mexican Americans.
14
Ms. Lopez and her parents intended for her to register and attend all THMS MAS
All topics and related topics, including all deposition exhibits and all deposition
16.
Rene F. Martinez
c/o Plaintiffs Counsel
Rene F. Martinez is a former TUSD educator who was employed to work in TUSDs
27 MAS department. During his MAS tenure with TUSD, Mr. Martinez was utilized as a
28 classroom teacher and curriculum developer/specialist. His MAS classroom assignments
-9-
Mr. Martinezs TUSD MAS tenure includes the period when MAS was subjected to
3 the scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State
4 Legislature considered anti-MAS legislation, passage and the subsequent enforcement of HB
5 2281. Mr. Martinezs classes were among those involuntarily terminated by ADE by
6 subjecting TUSD to severe crippling economic sanctions compelling the immediate
7 termination of all MAS classes and educational activities.
8
All topics and related topics, including all deposition exhibits and all deposition
17.
11
12
Sally Rusk is a former TUSD educator who was employed in a classroom teaching
13 capacity. This includes working as an MAS educator for TUSD. During her MAS tenure
14 with TUSD, Ms. Rusk was assigned to Pueblo High School (PHS) teaching MAS courses
15 offered to PHS students.
16
Ms. Rusks TUSD MAS tenure includes the period when MAS was subjected to the
17 scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State Legislature
18 considered anti-MAS legislation, passage and the subsequent enforcement of HB 2281. Ms.
19 Rusks classes were among those involuntarily terminated by ADE by subjecting TUSD to
20 severe crippling economic sanctions compelling the immediate termination of all MAS
21 classes and educational activities.
22
All topics and related topics, including all deposition exhibits and all deposition
18.
Yolanda Sotelo
c/o Plaintiffs Counsel
Yolanda Sotelo is a TUSD educator. During her tenure with TUSD she has worked
27 as an MAS educator for TUSD. This includes teaching core English courses offered to Junior
28 and Senior students at Pueblo High School. During her MAS tenure with TUSD, Mr. Lopez
-10-
Ms. Sotelos TUSD MAS tenure includes the period that MAS was subjected to the
3 scrutiny of Tom Horne as Superintendent of Public Instruction, the Arizona State Legislature
4 considered anti-MAS legislation, passage and enforcement of HB 2281. Ms. Sotelos classes
5 were among those involuntarily terminated by ADE by subjecting TUSD to severe crippling
6 economic sanctions compelling the immediate termination of all MAS classes and
7 educational activities.
8
All topics and related topics, including all deposition exhibits and all deposition
B.
Defendants
12
19.
Mark Anderson
13
14
15 in Arizona State Legislature and information provided concerning TUSD MAS program;
16 Horne/ADE efforts to stop La Raza program.
17
All topics and related topics, including all deposition exhibits and all deposition
20.
20
21
Merele Bianchi
c/o Defendants Counsel
Chief of Staff for John Huppenthal during the period that Mr. Huppenthal was
All topics and related topics, including all deposition exhibits and all deposition
21.
Margaret Dugan
c/o Defendants Counsel
Employment with ADE during the Horne administration; speech at THMS after
-11-
All topics and related topics, including all deposition exhibits and all deposition
22.
6
7
Diane Douglas
c/o Defendants Counsel
Diane Douglas is the current Superintendent of Public Instruction and as such is the
8 highest ranking state officer for K-12 Public Instruction. Her actions include the continued
9 prohibition from teaching MAS courses in TUSD subject to ADOE withholding 10% of the
10 monthly apportionment of State aid that would otherwise be provided to TUSD, an amount
11 that is estimated to be or exceed one to three million dollars a month. ARS 15-112(B).
12
As the Superintendent of Public Instruction, Ms. Douglas has investigated TUSD for
13 compliance with HB 2281 and issued a report, AZ Kids Cant Afford to Wait! 2015, in which
14 publicizes her scrutiny of TUSDs Culturally Relevant Courses (CRC) and states that she
15 believes that Critical Race pedagogy fans the flames of racism, teaches victimization,
16 creates academic segregation, and states as her purpose to [e]liminate critical race pedagogy
17 from all Arizona schools.
18
All topics and related topics, including all deposition exhibits and all deposition
23.
Kathy Hrabluk
c/o Defendants Counsel
Served in various positions at ADOE; during the period that Mr. Huppenthal was
All topics and related topics, including all deposition exhibits and all deposition
24.
4
5
Elliott Hibbs
c/o Defendants Counsel
Served as Deputy Superintendent for John Huppenthal during the period that Mr.
All topics and related topics, including all deposition exhibits and all deposition
25.
14
15
Tom Horne
c/o Defendants Counsel
Tom Horne was the Superintendent of Public Instruction and as such was the highest
16 ranking state officer for K-12 Public Instruction. His powers included making a
17 determination that TUSDs MAS program violated ARS 15-112(A), and 60 days thereafter
18 directing the Arizona Department of Education to withhold 10% of the monthly
19 apportionment of State aid that would otherwise be due to Tucson Unified School District
20 No. 1, an amount that is estimated to be or exceed one to three million dollars a month. ARS
21 15-112(B).
22
23 December 30, 2010, one day before HB 2281 became effective, that TUSDs MAS program
24 was in violation of ARS 15-112(A), thus subjecting TUSD to a sanction commencing 60
25 days thereafter by directing ADOE to withhold 10% of the monthly apportionment of State
26 aid that would otherwise be provided to TUSD; an amount that is estimated to be or exceed
27 one million dollars a month. ARS 15-112(B). See, Horne Findings, which is incorporated
28 in whole by reference.
-13-
All topics and related topics, including all deposition exhibits and all deposition
26.
4
5
John Huppenthal
c/o Defendants Counsel
John Huppenthal is a former Superintendent of Public Instruction and as such was the
6 highest ranking state officer for K-12 Public Instruction and whose powers included making
7 a determination that the Tucson Unified School District No. 1 Mexican-American Studies
8 Department is in violation of ARS 15-112(A), and 60 days thereafter directing the Arizona
9 Department of Education to withhold 10% of the monthly apportionment of State aid that
10 would otherwise be due to Tucson Unified School District No. 1, an amount that is estimated
11 to be or exceed one to three million dollars a month. ARS 15-112(B).
12
13 after rejecting the his own retained experts audit of TUSDs MAS program, that the TUSDs
14 MAS program was in violation of ARS 15-112(A), thus subjecting TUSD to a sanction
15 commencing 60 days thereafter by directing ADOE to withhold 10% of the monthly
16 apportionment of State aid that would otherwise be provided to TUSD; an amount that is
17 estimated to be or exceed one million dollars a month. ARS 15-112(B). See, Huppenthal
18 Findings, which are incorporated in whole by reference.
19
All topics and related topics, including all deposition exhibits and all deposition
27.
22
23
Jennifer Johnson
c/o Defendants Counsel
24 employment with ADE; monitoring and enforcement of A.R.S. 15-112 and absence of
25 definitions, criteria or related standards.
26
All topics and related topics, including all deposition exhibits and all deposition
//
-14-
28.
2
3
Carol Lippert
c/o Defendants Counsel
Employment with ADE; monitoring and enforce of A.R.S. 15-112 and absence of
All topics and related topics, including all deposition exhibits and all deposition
29.
8
9
Stacey Morley
c/o Defendants Counsel
Served as Associate Superintendent for John Huppenthal during the period that Mr.
All topics and related topics, including all deposition exhibits and all deposition
30.
18
19
John Stollar
c/o Defendants Counsel
Served in various positions at ADOE; during the period that Mr. Huppenthal was
All topics and related topics, including all deposition exhibits and all deposition
//
-15-
C.
31.
Hector Ayala
TUSD.
32.
6
7
Prew Howie
See contact information provided to ADE
All topics and related topics, including all deposition exhibits and all deposition
33.
12
13
Laura Leighton
See contact information provided to ADE
All topics and related topics, including all deposition exhibits and all deposition
34.
18
Jason LeValley
Unknown at this Time - Information requested from defendants.
19
20
35.
21
Ron Silverman
Unknown at this Time - Information requested from defendants.
22
23
36.
24
25
John Ward
Unknown at this Time - Information requested from defendants.
26 program.
27
All topics and related topics, including all deposition exhibits and all deposition
D.
37.
Mark Anderson
3
4
5 MAS; legislative efforts to terminate MAS; lobbying of Arizona State legislators concerning
6 passage of HB 2281.
7
All topics and related topics, including all deposition exhibits and all deposition
38.
10
Frank Antenori
State of Arizona - State Legislature
11
12
39.
13
Doris Goodale
State of Arizona - State Legislature
14
15
40.
16
David Gowan
State of Arizona - State Legislature
17
18
41.
19
Steve B. Montenegro
State of Arizona - State Legislature
20
21
42.
22
Carl Seel
State of Arizona - State Legislature
23
24
43.
25
Davis Stevens
State of Arizona - State Legislature
26
27
44.
28
Jerry Weiers
State of Arizona - State Legislature
-17-
E.
45.
Frank Antenori
46.
Linda Gray
State of Arizona - State Legislature
47.
10
11
John Huppenthal
State of Arizona - State Legislature
48.
14
Al Melvin
State of Arizona - State Legislature
15
16
49.
17
Russell Pearce
State of Arizona - State Legislature
18
19
F.
20
(1.)
21
50.
David F. Cappellucci
22
23
24 audit and produce a report based on the audit which resulted in the Curriculum Audit of the
25 Mexican American Studies Department, Tucson Unified School District by the Cambium
26 Learning, Inc.
27
28
51.
Auditor for the Curriculum Learning, Inc. that resulted in Curriculum Audit of the
2 Mexican American Studies Department, Tucson Unified School District by the Cambium
3 Learning, Inc.
4
52.
5
6
Gershom Faulkner, M. S.
Cambium Learning Inc.
Auditor for the Curriculum Learning, Inc. that resulted in Curriculum Audit of the
7 Mexican American Studies Department, Tucson Unified School District by the Cambium
8 Learning, Inc.
9
53.
10
11
Auditor for the Curriculum Learning, Inc. that resulted in the Curriculum Audit of the
12 Mexican American Studies Department, Tucson Unified School District by the Cambium
13 Learning, Inc.
14
54.
15
16
Jeffery J. Hernandez.
Cambium Learning Inc.
17 Curriculum Learning, Inc. in the audit that resulted in the Curriculum Audit of the Mexican
18 American Studies Department, Tucson Unified School District by the Cambium Learning,
19 Inc.
20
55.
21
22
Christina Williams
Cambium Learning Inc.
23 contracted by ADOE to conduct an audit and produce a report based on the audit which
24 resulted in the Curriculum Audit of the Mexican American Studies Department, Tucson
25 Unified School District by the Cambium Learning, Inc.
26
(2.)
27
56.
Adelita Grijalva
28
57.
Steve Holmes
58.
10
11
Abel Morado
c/o TUSD - 1010 East Tenth Street, Tucson, AZ.
Employment with TUSD, including tenure as principal at Tucson High School and as
12 Assistant Superintendent for High Schools; Mexican American Studies classes at TUSD,
13 including at Tucson High School and observations; Mecha at Tucson High School;
14 Enforcement of HB 2282/A.R.S. 15-112, including ongoing ADE monitoring; Huppenthal15 ADE mandated termination of Mexican American Studies at TUSD; Purpose and impact of
16 Mexican American Studies and loss thereof.
17
All topics and related topics to deposition testimony in the instant action.
18
59.
H. T. Sanchez
19
20
21
22 against TUSD. Enforcement of HB 2281 and impact thereof on TUSD; CRC and MAS.
23
All topics and related topics, including all deposition exhibits and all deposition
(3.)
26
60.
27
28
1
2
3 America and numerous other books, articles and publications. Dr. Acunas scholarship was
4 included in the material banned by ADOE enforcement of HB 2281 against TUSDs MAS
5 program.
6
61.
Bill Bigelow
10
Curriculum editor for the education reform journal, Rethinking Schools and a co-editor
11 of Rethinking Columbus: The Next 500 Years and other publications. Mr. Bigelows work
12 was included in the material banned by ADOE enforcement of HB 2281 against TUSDs
13 MAS program.
14
62.
Richard Delgado
15
16
17
Professor and the John J. Sparkmen Chair of Law at the University of Alabama School
18 of Law. Co-author of Critical Race Theory: An Introduction, and numerous other books,
19 articles and publications. Professor Delgados scholarship was included in the material
20 banned by ADOE enforcement of HB 2281 against TUSDs MAS program.
21
63.
22
23
Author and educator. Author of Let Their Spirits Dance and a number of other books.
24 Ms. Duartes work was included in the material banned by ADOE enforcement of HB 2281
25 against TUSDs MAS program.
26
27
28
64.
Retired college and law school professor. Author of A Gringo Manuel on How to
-21-
1 Handle Mexicans, and numerous other books, articles and publications. Professor Gutierrezs
2 scholarship was included in the material banned by ADOE enforcement of HB 2281 against
3 TUSDs MAS program.
4
65.
5
6
Luis J. Rodriguez
luisjrodriguez.com
Author of Always Running and numerous books and poetry. Mr. Rodriguezs work
7 was included in the material banned by ADOE enforcement of HB 2281 against TUSDs
8 MAS program.
9
66.
Jean Stefancic
10
11
12
13
14 Law. Co-author of Critical Race Theory: An Introduction, and numerous other books, articles
15 and publications. Professor Stefancics scholarship was included in the material banned by
16 ADOE enforcement of HB 2281 against TUSDs MAS program.
17
67.
18
19
Luis Valdez
Will supplement.
Playwright and poet. Author of poem En Lakech and other publications, including
20 plays and poetry. Mr. Valdezs work was included in the material banned by ADOE
21 enforcement of HB 2281 against TUSDs MAS program. This includes enforcement actions
22 taken by John Huppenthal at the end of his tenure as an elected official.
23
68.
24
25
Author and poet. Author of The Devils Highway and numerous other books, poems
26 and essays. Mr. Urreas work was included in the material banned by ADOE enforcement
27 of HB 2281 against TUSDs MAS program.
28
//
-22-
69.
Robert A. Williams
5 Legacy of European Racism and Colonialism in The Narrative Traditions of Federal Indian
6 Law and numerous other books, articles and publications. Professor Williams work was
7 included in the material banned by ADOE enforcement of HB 2281 against TUSDs MAS
8 program.
9
70.
10
Tucson, AZ
11
71
All necessary custodians of records, including all pubic and private entities.
14
72.
15
73.
16
F.
17
18 deadline(s) and deposed. All topics and material in or related to expert reports and/or
19 testimony and all deposition topics and exhibits.
20 II.
Documents.
21
22
1.
All documents and video at Documents for Bill - HB 2281 for 49th Legislature -
23 Second Regular Session. Found at www.azleg.gov/DocumentsFor Bill. This site includes Bill
24 Overview, Sponsors, Bill Versions, Bill Summary/Fact Sheets, Adopted Amendments,
25 Proposed Amendments, House Agendas, Senate Agendas, House Calendars, Senate
26 Calendars, Bill Video Archive.
27
2.
HB 2281(A.R.S. 15-111,112)
28
3.
4.
5.
6.
7.
8.
9.
10.
11.
Occupied America
10
12.
11
13.
12
14.
13
15.
14
16.
15
17.
16
18.
17
19.
18
20.
Always Running
19
21.
20
22.
21
22
23.
En Lakech (poem)
23
24.
The Tempest
24
25.
25
26.
26
27.
27
28.
28
29.
30
31.
32.
33.
34.
35.
36.
37.
38.
10
39.
11
40.
12
41.
13
14
15
16
17
18
44.
45.
46.
47.
25
26
23
24
Mexican American Youth in the Zoot Suit Era and Their Role in the
Transformation of American Society Unit. DISCL3 Doc. Nos. 225-292
21
22
The Mexican American War and Its Contemporary Implications Unit, DISCL3
Doc. Nos. 136-224
19
20
48.
All video and/or audio of Tom Horne, John Huppenthal, Diane Douglas,
27
28
50.
51.
52.
53.
54.
55.
9
10
schools.
56.
11
12
57.
13
58.
14
59.
15
60.
16
61.
17
62.
18
of record.
19
63.
20
64.
21
22
requests.
65.
23
24
66.
All deposition transcripts and/or testimony in any proceeding of any and all
25
26
discovery.
27
28
67.
68.
All documents and items related to any and all identified experts.
69.
All court filings and/or submissions by Defendants in any and all actions
4
5
71.
9 III. Damages.
10
1.
11
12
Not applicable.
2.
13
14
Compensatory
Not applicable.
3.
15
16
Actual
Punitive
Not applicable.
4.
17
Recovery will be requested for all hours worked on this case, as well as all
18
costs incurred.
19
21
/s/Richard M. Martinez
RICHARD M. MARTINEZ, ESQ.
Counsel for Plaintiffs
22
Certification of Service
20
23
PDF of the foregoing sent this 13th day of July, 2016 to Defendants counsel
24
25
26
/s/Richard M. Martinez
RICHARD M. MARTINEZ, ESQ.
Counsel for Plaintiffs
27
28
-27-