0001
 01           IN THE UNITED STATES COURT OF APPEALS 
 01                   FOR THE FIFTH CIRCUIT 
 02
 02
 03  CELIA J. CHIU; DENISE BROWN;    *
 03  VERONICA C. JENKINS; DENISE     *
 04  KIRKE; ALFRED G. KIRKE; AND     *
 04  KENNETH R. JOHNSON              *
 05                                  *
 05       Plaintiffs/Appellees,      *
 06                                  *
 06  VS.                             *    
 07                                  *  
 07  PLANO INDEPENDENT SCHOOL        *
 08  DISTRICT, ET AL.                *
 08                                  *
 09          Defendants,             *   CIVIL ACTION NO.
 09                                  *   00-40613      
 10  JAMES DAVIS, DR., PISD CENTRAL  *   
 10  CLUSTER AREA ASSISTANT          *
 11  SUPERINTENDENT; MARILYN BROOKS, *
 11  ASSOCIATE SUPERINTENDENT FOR    *
 12  CURRICULUM AND INSTRUCTIONS;    *
 12  JAMES WOHLGEHAGEN, DR.;         *
 13  ROXANNE BURLESON, PRINCIPAL     *
 13  HAGGARD MIDDLE SCHOOL; CORKY    *
 14  CRISWELL, PRINCIPAL HENDRICK    *
 14  MIDDLE SCHOOL; BEVERLY SELLERS, *
 15  PRINCIPAL WILSON MIDDLE SCHOOL, *
 15                                  *
 16       Defendants/Appellants.     *
 16
 17
 18       ********************************************       
 19                    ORAL DEPOSITION OF
 20                      MARILYN BROOKS
 21                    SEPTEMBER 28, 2000
 22       ********************************************
 23
 24          ORAL DEPOSITION OF MARILYN BROOKS, produced as 
 25  a witness at the instance of the Plaintiffs, and duly 
0002
 01  sworn, was taken in the above-styled and numbered cause 
 02  on the 28th day of September, 2000, from 9:17 a.m. to 
 03  12:17 p.m., before Sunny Schaen, a CSR in and for the 
 04  State of Texas, reported stenographically, at the 
 05  offices of Abernathy Roeder Boyd & Joplin, P.C., 
 06  1700 Redbud Boulevard, Suite 300, McKinney, Texas 
 07  75070-1210, pursuant to the Federal Rules of Civil 
 08  Procedure and the provisions stated on the record.
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0003
 01                   A P P E A R A N C E S
 02  FOR THE PLAINTIFFS:
 02      Mr. William Charles Bundren
 03      Attorney at Law
 03      P. O. Box 702647
 04      Dallas, Texas  75370
 04      (972) 630-3555 
 05
 05
 06  FOR THE DEFENDANTS:
 06      Mr. Charles J. Crawford
 07      ABERNATHY ROEDER BOYD & JOPLIN, P.C.
 07      1700 Redbud Boulevard
 08      Suite 300
 08      P.O. Box 1210
 09      McKinney, Texas  75070-1210
 09      (214) 544-4000 
 10
 10
 11  ALSO PRESENT:  Mrs. Ronni Jenkins
 11                 Mr. Kenneth R. Johnson
 12                 Mr. Alfred Kirke
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0004
 01                         I N D E X
 01
 02  WITNESS                                            PAGE
 02  MARILYN BROOKS
 03
 03  EXAMINATION
 04      BY:  MR. BUNDREN                                  9
 04
 05
 05
 06                      EXHIBITS INDEX
 06
 07  EXHIBITS             DESCRIPTION             IDENTIFIED
 07
 08      1    Plano ISD FMA Regulation for the            78
 08           Policy Labeled Student Activities: 
 09           Publications and Prior Review
 09
 10      2    Flier from Plano Independent School         90
 10           District
 11
 11      3    Flier from Plano Independent School         93
 12           District
 12
 13      4    Flier from Plano Independent School         94
 13           District
 14
 14      5    Flier from Plano Independent School         94
 15           District
 15
 16      6    Flier from Plano Independent School         95
 16           District
 17
 17      7    Flier from Plano Independent School         95
 18           District
 18
 19      8    Invitation to 6th Grade Math Parent         95
 19           Night
 20
 20      9    Flier from Plano Independent School         96
 21           District
 21
 22     10    Invitation to 6th Grade Wilson Math         96
 22           Night 
 23
 23     11    Invitation to 7th and 8th Grade Wilson      96
 24           Math Night
 24
 25
 25
0005
 01                EXHIBITS INDEX (continued)
 01
 02  EXHIBITS             DESCRIPTION             IDENTIFIED
 02
 03     12    March 9, 1999, letter to Jennifer           --
 03           Moore from Keith Sockwell
 04
 04     13    March 9, 1999, letter to Jennifer           97
 05           Moore at the Office of Senator 
 05           Florence Shapiro from Marilyn Brooks 
 06
 06     14    Presentation to SBOE on 3/5/99 of           --
 07           Timothy Soh and a March 5, 1999, 
 07           Letter to Florence Shapiro from 
 08           Kenneth and Melissa Johnson
 08
 09     15    May 21, 1999, Letter to Parents of          --
 09           the Plano Independent School District
 10
 10     16    May 25, 1999, Memo to Keith Sockwell        --
 11           from Jeff Bailey with attached May 23, 
 11           1999, E-mail from Susan Sarhady to 
 12           Beverly Sellers  
 12
 13     17    May 4, 1999, letter to Keith Sockwell       --
 13           from Kenneth Johnson Re:  Marilyn 
 14           Brooks' Remarks
 14
 15     18    November 11, 1998, letter to Becky          --
 15           Taylor from Kenneth Johnson 
 16           Re:  Connected Math Project - PISD 
 16           Schools
 17
 17     19    May 11, 1999, letter to Ronni Jenkins       --
 18           from Keith Sockwell Re:  E-mail to 
 18           Marilyn Brooks dated May 7, 1999
 19
 19     20    August 18, 1998, letter to Ronni            --
 20           Jenkins and Cheryl Regan from John Muns
 20
 21     21    Level 1 Complaint of Kenneth                99
 21           Johnson, et al.
 22
 22     22    Transcript of Level 1 Complaint dated      102
 23           January 14, 1999 
 23
 24     23    January 25, 1999, letter to Kenneth        103
 24           Johnson from Marilyn Brooks 
 25
 25
0006
 01                EXHIBITS INDEX (continued)
 01
 02  EXHIBITS             DESCRIPTION             IDENTIFIED
 02
 03     24    Statement to Plano ISD Board of            112
 03           Trustees, dated March 2, 2000
 04
 04     25    Documentation of Time Worked               116
 05           Connected Math Public Information 
 05           Request, dated February 1999 
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0007
 01                   P R O C E E D I N G S
 02                MR. CRAWFORD:  Charles, before we start 
 03  Marilyn's deposition, I want to hand you documents that 
 04  we believe are responsive to your Exhibit A to your 
 05  duces tecum.
 06                MR. BUNDREN:  Okay.
 07                MR. CRAWFORD:  The District is taking the 
 08  position that since you couched it as a request for 
 09  protection under Rule 30, that our responses aren't due 
 10  yet, because we haven't had the requisite 33 days.
 11           But we are handing you -- these should be in 
 12  addition to what were previously produced to you in the 
 13  initial disclosures.  And to the best of our knowledge, 
 14  that's all we have out there right now.  And certainly 
 15  we will continue to look.  And those copies are for 
 16  you.
 17                MR. BUNDREN:  Is it my understanding from 
 18  the District that this is all of the documents 
 19  responsive to Exhibit A for all the depositions we're 
 20  taking this week and next?
 21                MR. CRAWFORD:  Yes, sir.
 22                MR. BUNDREN:  So I don't need to suspect 
 23  that I'll see something else later?
 24                MR. CRAWFORD:  Unless we find something 
 25  that we haven't already located.  But we have put out a 
0008
 01  district-wide request for documents responsive, and 
 02  this is what we've been provided to date.
 03                MR. BUNDREN:  Mr. Abernathy, for 
 04  purposes of identification --  
 05                MR. CRAWFORD:  Mr. Crawford.  
 06                MR. BUNDREN:  Excuse me, Mr. Crawford. 
 07                MR. CRAWFORD:  I appreciate the 
 08  promotion.
 09                MR. BUNDREN:  Sorry, Charles.  For 
 10  purposes of identification of the depositions of the 
 11  Defendants' witnesses, and then you're taking some 
 12  witnesses of the Plaintiffs, do you want to just 
 13  sequentially mark these?  
 14                MR. CRAWFORD:  I think that would be the 
 15  easiest way to do it.
 16                MR. BUNDREN:  All right.  And I'll label 
 17  it Deposition Exhibit 1, and then sequentially after 
 18  that.
 19                MR. CRAWFORD:  That would be fair.  
 20                MR. BUNDREN:  Is this a group of 
 21  exhibits, or is that -- do you know?  
 22                MR. CRAWFORD:  That's the way it was 
 23  given to me.  So, quite frankly, I don't know. 
 24                MR. BUNDREN:  It appears to me that 
 25  these are signed by different people, so I'm going to 
0009
 01  separate them out.
 02                MR. CRAWFORD:  Okay.  
 03                MR. BUNDREN:  Mr. Crawford, would you 
 04  look at those and see if those appear to you to be 
 05  together?  They aren't stapled, but it appears that one 
 06  is referencing the other two.  I don't want to connect 
 07  something that's not supposed to be connected. 
 08                MR. CRAWFORD:  It appears to me to be the 
 09  same.  And it looks like the first page of one of six, 
 10  of the fax line.  And the last one you handed me is six 
 11  of six.  
 12                MR. BUNDREN:  Right. 
 13                MR. CRAWFORD:  So that appears to be the 
 14  case.  
 15                (Exhibit Nos. 1 through 20 marked.)
 16                MR. BUNDREN:  Mr. Crawford, let me hand 
 17  you what I have marked as originals 1 through 20 and 
 18  then ask that, from the District's perspective, is that 
 19  the documents that they're producing?
 20                MR. CRAWFORD:  Yes.
 21                MR. BUNDREN:  Great, thanks.
 22                      MARILYN BROOKS,
 23    having been first duly sworn, testified as follows:
 24                MR. BUNDREN:  Do you want to take this 
 25  under the Rules?
0010
 01                MR. CRAWFORD:  Yes.
 02                MR. BUNDREN:  All right.
 03                        EXAMINATION
 04  BY MR. BUNDREN:  
 05      Q.   Would you state your name for the record, 
 06  please. 
 07      A.   Yes.  My name is Marilyn Brooks.
 08      Q.   Ms. Brooks, have you ever had your deposition 
 09  taken before?
 10      A.   No.
 11      Q.   Have you ever testified live in court before?
 12      A.   No.
 13      Q.   You've had an opportunity to talk with the 
 14  District's attorneys concerning the process of a 
 15  deposition; is that right?
 16      A.   Yes.
 17      Q.   This is an informal proceeding, although the 
 18  court reporter is here and she's taking down testimony,  
 19  and that testimony will be transcribed into a booklet.  
 20  You've taken an oath to tell the truth on all the 
 21  questions that you are asked either by me or the 
 22  District's attorneys.
 23           And I want you to understand that this is the 
 24  same as if we were up in Sherman before the judge and 
 25  the jury.  And it's the same as if the judge was 
0011
 01  sitting there and the jury was sitting there listening 
 02  to your testimony.  Do you understand that?  
 03      A.   Yes.
 04      Q.   And you understand that if you testify 
 05  differently today than what you have previously 
 06  testified under oath in affidavits or anything else in 
 07  this case, or if you testify differently at trial, I'm 
 08  entitled to call that to the judge and jury's 
 09  attention.  You understand that?  
 10      A.   Yes.
 11      Q.   And you do understand that false testimony 
 12  could subject you to the laws of perjury?
 13      A.   Yes.
 14      Q.   If I ask you a question today that you don't 
 15  understand, I'd ask you to ask me to clarify the 
 16  question before you try to answer it.  Will you do 
 17  that?
 18      A.   Yes.
 19      Q.   If you don't hear my question, would you ask 
 20  me to repeat it before you try to answer it?
 21      A.   Yes.
 22      Q.   And if you will let me finish my question 
 23  before you answer, I'll try to give you the courtesy of 
 24  letting you complete your answer before I ask you the 
 25  next question.  Is that agreeable?
0012
 01      A.   Certainly.
 02      Q.   What is your date of birth?
 03      A.   August 17, 1941.
 04      Q.   Where were you born?
 05      A.   I was born in Arkansas in a very small town 
 06  that no longer exists.
 07      Q.   What is your social security number?
 08                THE WITNESS:  Is that something that I'm 
 09  obligated to give?
 10                MR. CRAWFORD:  If you feel uncomfortable 
 11  giving that to Mr. Bundren, let him know.  If 
 12  you're comfortable giving it to him, go ahead and give 
 13  it to him. 
 14      A.   I'm very uncomfortable with giving my social 
 15  security number.
 16      Q.   Why is that?
 17      A.   I don't understand its relevancy.
 18      Q.   Well, that's not an objection to giving 
 19  information in a deposition. 
 20      A.   And it frightens me to give out my social 
 21  security to someone I don't know.
 22      Q.   That's not an objection.  Do you have another 
 23  reason?
 24      A.   I am just very uncomfortable with giving my 
 25  social security number.  
0013
 01      Q.   Well -- 
 02                THE WITNESS:  Must I do that, 
 03  Mr. Crawford?
 04                MR. CRAWFORD:  Well, we will object on 
 05  confidentiality and privacy concerns.  And, Charles, 
 06  what I would suggest is, why don't we leave a blank in 
 07  the deposition.  And if you feel the need to take this 
 08  up later, we can have her fill it in if the judge so 
 09  orders.  
 10                MR. BUNDREN:  Well -- 
 11                MR. CRAWFORD:  If she's uncomfortable 
 12  with giving that number based on privacy fears and 
 13  concerns, I'm certainly not going to require her to 
 14  answer the question.
 15                MR. BUNDREN:  Well, Mr. Crawford, I'm not 
 16  aware of any case law or statutory law that protects 
 17  social security numbers when a witness is being 
 18  deposed.  If you're familiar with one, I'll be happy to 
 19  look at it.
 20                MR. CRAWFORD:  Again, I'm letting the 
 21  witness make that determination for herself.  If she's 
 22  uncomfortable giving it to you, I suggest we leave a 
 23  blank in the transcript and then we can visit that 
 24  later.
 25      Q.   Ms. Brooks, do you refuse to answer that 
0014
 01  question?
 02      A.   I said to you that I'm very uncomfortable with 
 03  giving you my social security number.  
 04      Q.   That was not my question.  I asked very 
 05  straightforward, do you refuse to answer my question 
 06  about your social security number?
 07      A.   I would have to ask my attorney if legally 
 08  I'll obligated to do so.
 09                MR. CRAWFORD:  My answer to that is that 
 10  I think that Mr. Bundren has a right to ask that 
 11  question of you.
 12                THE WITNESS:  Uh-huh.
 13                MR. CRAWFORD:  If you're comfortable 
 14  answering that question, then you should.  But if you 
 15  truly have a fear about giving your social security 
 16  number out in a public forum, then I will respect your 
 17  decision and -- 
 18      A.   I -- I do fear giving my social security 
 19  number out.
 20      Q.   What is the basis of your fear?
 21      A.   I believe that that should be kept very 
 22  private.  I know that there are instances where 
 23  people's identities have actually been taken and 
 24  something has been done with it.  I'm just very 
 25  uncomfortable with that.  I protect my social security 
0015
 01  number very carefully.
 02      Q.   Do you refuse to answer my question?
 03      A.   Must I answer it legally?  I don't want to do 
 04  something that's illegal, Mr. Bundren.  I'm just simply 
 05  telling you that I'm very uncomfortable.
 06      Q.   I understand that you have an unsubstantiated 
 07  fear of that.  My question is, do you refuse to answer 
 08  the question?
 09      A.   Can I be guaranteed that that social security 
 10  number will never leave this room or these documents?
 11      Q.   I'm not going to answer questions.  You're  
 12  here to answer questions.  And we're going to get along 
 13  real well if you will answer my questions.
 14           And my question is, do you refuse to answer 
 15  the question of what is your social security number?
 16      A.   Yes, sir, at this time I do.
 17      Q.   What is your driver's license number?
 18      A.   I'll have to look that up for you, but I also 
 19  have the same fear there.  I don't understand this.  
 20  Could I understand -- 
 21      Q.   What is your driver's license number?  And 
 22  you're free to go look it up if you need to go look it 
 23  up. 
 24      A.   It's here in my purse, sir.  
 25                THE WITNESS:  Could I understand why I 
0016
 01  need to give my social security number and my driver's 
 02  license number?
 03                MR. CRAWFORD:  I certainly cannot answer 
 04  Mr. Bundren's thinking as to why he feels it's 
 05  necessary.  And so I'm not going to assume any purpose 
 06  that Mr. Bundren has for that.
 07           I am not instructing you not to answer, but I 
 08  am telling you that if you have a true fear of that 
 09  information being out in the public domain, you can 
 10  choose not to answer -- or not.
 11           Please be advised, though, that if you don't 
 12  answer it and Mr. Bundren has to go to the Court and 
 13  the Court requires you to answer it, then Mr. Bundren 
 14  would be able, as a sanction, to ask for his fees and 
 15  expenses in obtaining that information.  Now, that's a 
 16  risk that you take.  I'm not instructing you not to 
 17  answer or to answer.  That is on your plate.
 18                THE WITNESS:  Okay. 
 19                MR. CRAWFORD:  I just want you to be 
 20  fully advised as to the consequences if you don't 
 21  answer and Mr. Bundren is found to be entitled to that 
 22  information.
 23                THE WITNESS:  All right.  That's fine.
 24      A.   Driver's license number -- 
 25      Q.   Would you just take it out and show it to me, 
0017
 01  please?
 02      A.   (Witness complies.)
 03      Q.   If you would, read the number that is on your 
 04  license, please.
 05      A.   *********
 06      Q.   Is that a Texas operator's license?
 07      A.   Yes.
 08      Q.   Is that current?
 09      A.   Yes.
 10      Q.   Is that the current address?
 11      A.   Yes.
 12      Q.   Where do you currently reside?
 13      A.   2618 Park Boulevard in Plano.
 14      Q.   How long have you resided there?
 15      A.   At that address, since 1970, approximately.
 16      Q.   How are you currently employed?
 17      A.   I'm employed by the Plano Independent School 
 18  District.
 19      Q.   What is your position at the current time?
 20      A.   I'm the associate superintendent for 
 21  curriculum and instruction.
 22      Q.   What are your duties and responsibilities in 
 23  that position?  
 24      A.   I'm responsible for all of the curriculum and 
 25  instruction areas in the school district; that is, 
0018
 01  keeping the curriculum up to date, being sure that 
 02  we're following the state legislative mandates for the 
 03  Texas Essential Knowledge and Skills.
 04           I'm responsible for a number of our special 
 05  programs:  special education, bilingual ESL, gifted and 
 06  talented, all of our fine arts, anything that has to do 
 07  will elementary or secondary education.
 08           I'm also responsible for staff development in 
 09  the District.  And I'm responsible for the research, 
 10  testing, and evaluation departments.  I'm also 
 11  responsible for budgeting for that particular area in 
 12  the District, for helping to design and plan buildings, 
 13  school buildings, so that it meets the curriculum.  And 
 14  there are a myriad of other things that I can't think 
 15  of at the moment.
 16      Q.   Does the connected math program fall within 
 17  your jurisdiction?
 18      A.   Mathematics falls within my jurisdiction.
 19      Q.   Does the CMP fall within that?
 20      A.   Well, that is a part of the mathematics 
 21  program.
 22      Q.   You said elementary and secondary schools.  
 23  Are you including all grades?
 24      A.   Yes, sir.
 25      Q.   Grades 1 through 12?
0019
 01      A.   Actually, to be absolutely accurate, I need to 
 02  say Pre-K through 12.
 03      Q.   Okay.  It includes middle schools?
 04      A.   Yes.
 05      Q.   Okay.  So the implementation of the CMP 
 06  program in the middle schools is something that you're 
 07  responsible for?
 08      A.   Ultimately, yes.
 09      Q.   Who is your immediate supervisor?
 10      A.   Dr. Doug Otto. 
 11      Q.   How long have you been in the position of 
 12  associate superintendent?
 13      A.   I've either been assistant or associate 
 14  superintendent for curriculum and instruction for -- I 
 15  think since 1992.
 16      Q.   Since 1992, have your duties and 
 17  responsibilities changed?
 18      A.   They tend to grow, yes.  I have added staff 
 19  development responsibilities fairly recently.  Let me 
 20  think if there's anything else that's been added 
 21  recently.  That's probably the major one.
 22      Q.   What position did you have prior to 1992?
 23      A.   I was assistant superintendent for 
 24  communications and student services.
 25      Q.   What years did you hold that position?
0020
 01      A.   I don't recall the exact year that I became an 
 02  assistant superintendent, but I began my duties as 
 03  communications director in 1980, and sometime 
 04  thereafter was given the title of assistant 
 05  superintendent.
 06      Q.   Was that for the Plano Independent School 
 07  District?
 08      A.   Yes.
 09      Q.   When did you enter public education?
 10      A.   I began my career in public education 34 years 
 11  ago in 1967 -- '67.
 12      Q.   Where were you working then?
 13      A.   Plano Independent School District.
 14      Q.   What was your position?
 15      A.   I was a teacher.
 16      Q.   What next position did you have in public 
 17  education?
 18      A.   I became a counselor.
 19      Q.   When was that?
 20      A.   Probably about 1970 or so.  I'm not absolutely 
 21  sure when it was, '70 or '71, but somewhere in that 
 22  area.
 23      Q.   And what was your next position?
 24      A.   Following that, I was an assistant principal 
 25  at the secondary level.
0021
 01      Q.   And what grades are secondary level?
 02      A.   At one point, that was for 9 and 10 school.  
 03  And then we changed grade levels and it became 6, 7, 
 04  and 8. 
 05      Q.   What year did you become an assistant 
 06  principal?
 07      A.   Let me think a minute.  It was mid-'70s, 
 08  probably -- let's see -- I was probably a counselor --  
 09  maybe '73, '74, somewhere in that area.  I'm not -- I 
 10  can't give you the exact year.
 11      Q.   What was your next position?
 12      A.   Then I was an elementary school principal.
 13      Q.   When did you take that position?
 14      A.   That was about 1977, I believe.
 15      Q.   And how many years were you an elementary 
 16  school principal?
 17      A.   Slightly less than three.
 18      Q.   And then did you move to communications 
 19  director?
 20      A.   Yes, in 1980.  I think that's pretty close 
 21  year-wise.
 22      Q.   This is all with the Plano Independent School 
 23  District?
 24      A.   Yes.
 25      Q.   So you've been a teacher, a counselor, an 
0022
 01  assistant principal, an elementary school principal, 
 02  director of communications and student services, and 
 03  now an associate or assistant superintendent?
 04      A.   Yes.  I was also assistant superintendent for 
 05  communications and student services during that period 
 06  of time.
 07      Q.   What does the assistant superintendent for 
 08  communications and student services -- what are your 
 09  duties and responsibilities in that position?
 10      A.   What were they?
 11      Q.   Yes.
 12      A.   All of the communications for the District.  
 13  That involved publications, working with news media.  I 
 14  took care of the policies of the school district.
 15           The student services part of that involved 
 16  working with any special services for students, such as 
 17  counseling, the nurses, drug and alcohol education.  
 18  That may not be an exhaustive list, but that's 
 19  basically it.
 20      Q.   And how long did you have responsibility over 
 21  those categories?
 22      A.   In that area, it would you have been from 1980 
 23  until '92 when I assumed the curriculum and instruction 
 24  role.
 25      Q.   And then once you went into that area, you no 
0023
 01  longer had responsibility over publications, news 
 02  media, policies of the school district, counseling, 
 03  those type of issues?
 04      A.   Actually I took counseling with me.  They 
 05  moved counseling and nurses with me in 1992 when I 
 06  moved to be in curriculum and instruction. 
 07      Q.   Okay.
 08      A.   I no longer have them, but I had them then.
 09      Q.   Have you held any other positions with the 
 10  Plano Independent School District?
 11      A.   No.
 12      Q.   Have you ever worked for another school 
 13  district?
 14      A.   No.
 15      Q.   Have you ever worked in private education?
 16      A.   Private education?
 17      Q.   Yes.
 18      A.   No.
 19      Q.   Held any other jobs of any kind?  
 20      A.   Yes.
 21      Q.   What other kind of jobs have you held?
 22      A.   I was self -- my husband and I were 
 23  self-employed in the retail business for approximately 
 24  eight years.  Before that, I worked in an insurance 
 25  agency.  I worked for a bank.  I think that's it.  It's 
0024
 01  been a long time.
 02      Q.   What is your highest level of certification 
 03  that you've received?
 04      A.   I'm certified as a school administrator.
 05      Q.   When did you receive that certification?
 06      A.   That was probably -- let's see -- I graduated 
 07  with my master's in '73 -- somewhere in the early to 
 08  mid-'70s.
 09      Q.   Okay.  What other certifications do you have?
 10      A.   I'm certified as a teacher and as a school 
 11  administrator.
 12      Q.   When did you receive -- 
 13      A.   And I'm certified as a counselor.
 14      Q.   When did you receive your teacher's 
 15  certification?
 16      A.   Approximately when I graduated with my 
 17  bachelor's degree, which would have been in January of 
 18  1968.
 19      Q.   And then when did you receive your counselor's 
 20  certification?
 21      A.   That would have been about 1970 -- well, 
 22  that's a little tricky because I graduated with my 
 23  master's degree with the counseling in 1973.  I do not 
 24  remember the year that we began the actual licensure in 
 25  the state of Texas.  I can't tell you that exact year.  
0025
 01  It's been a number of years.  I just don't remember 
 02  that year.
 03      Q.   Now, you say that you have a certificate in 
 04  school administration.  Are there differing levels of 
 05  school administration?
 06      A.   To the best of my recollection, at the time 
 07  that mine was given, it was an all-level certificate. 
 08      Q.   Are there different -- 
 09      A.   I'm not sure about that.
 10      Q.   Are there different levels today?
 11      A.   I really don't know.
 12      Q.   Okay.  Are you certified as a superintendent?
 13      A.   Yes.
 14      Q.   When did you receive that certification?
 15      A.   Actually I don't know that.  That would have 
 16  been sometime during those years, but I don't know 
 17  when.
 18      Q.   Sometime during those years?  What years do 
 19  you mean?
 20      A.   That would have been probably -- master's 
 21  degree in '73 -- let's see.  That was probably -- that 
 22  was probably finished perhaps in the early '80s -- 
 23  early to mid-'80s.
 24      Q.   Okay.
 25      A.   I don't remember exactly.  
0026
 01      Q.   Do you have a mid-school certification?
 02      A.   A mid-school certification?  I believe it's an 
 03  all-level certification.
 04      Q.   And these certifications are certifications 
 05  that you received from the Texas Education Agency?
 06      A.   Uh-huh.
 07      Q.   Is that correct?
 08      A.   Uh-huh.
 09      Q.   You need to answer with words.
 10      A.   Yes.
 11      Q.   Thank you.  Has your certification ever been 
 12  revoked for any reason?
 13      A.   No.
 14      Q.   Has it ever been suspended for any reason?
 15      A.   No.
 16      Q.   Has anyone ever challenged your certification?
 17      A.   No.
 18      Q.   Have you ever had any public complaints 
 19  concerning your certification?
 20      A.   No.
 21      Q.   Between 1980 and 1992 when you were the 
 22  assistant -- or assistant superintendent of 
 23  communications and services and had responsibility for 
 24  policies in the school district, did you also have 
 25  responsibility for training of your principals on your 
0027
 01  campuses of how to implement those policies?
 02      A.   I don't know that it was an actual written 
 03  responsibility for me, but we did do some training with 
 04  principals periodically about policies, yes.
 05      Q.   Now, when we talk about policies, let's be 
 06  sure that we're communicating correctly.  There are 
 07  certain written policies that are adopted by the Board 
 08  of Trustees of the school district.  Is that what 
 09  you're referring to?
 10      A.   There are written policies adopted by the 
 11  Board.  There are also -- there are actually legal 
 12  policies and local policies adopted by the Board.  At 
 13  that time, the Board also adopted regulations.
 14      Q.   Between 1980 and 1992?
 15      A.   Well, I don't know exactly when they stopped 
 16  adopting regulations, but somewhere in that time they 
 17  did adopt the regulations.
 18      Q.   So there's legal policies, there's local 
 19  policies, and there's regulations.  Now, in addition to 
 20  that, there are unwritten procedures that the school 
 21  district follows, isn't there?
 22      A.   Yes, I would say.
 23      Q.   There are what I would refer to as a custom or 
 24  a practice within the school district?
 25      A.   Yes, that's fair.  
0028
 01      Q.   And certain things the administrators of the 
 02  school district simply know to do because that's the 
 03  custom and practice of what they've been taught -- the 
 04  way we've always done it, right?
 05      A.   Probably, yes.
 06      Q.   Okay.  Well, you know that to be true, don't 
 07  you?
 08      A.   I'm just trying to think of some of them but, 
 09  yes, I would say that would be true.  
 10      Q.   Not every activity and not everything that an 
 11  administrator does is written into a policy?
 12      A.   I agree with that.  I see what you're saying.  
 13  Yes. 
 14      Q.   So there are customs and practices that simply 
 15  kind of evolve because that's the way we've always done 
 16  it around here?
 17      A.   Yes, probably.
 18      Q.   You've seen that over the 30-plus years that 
 19  you've been at the PISD, haven't you?
 20      A.   I know that I must have, but I'm just not 
 21  thinking of one right now.
 22      Q.   During the years that you were responsible for 
 23  the policies -- I think you said from 1980 to 1992?
 24      A.   Yes.
 25      Q.   Were you simply the custodian of those 
0029
 01  policies, or were you responsible for seeing that 
 02  people followed those policies?
 03      A.   I was not responsible for seeing that people 
 04  followed them, no.
 05      Q.   Who had that responsibility?
 06      A.   That responsibility would lie with the 
 07  superintendent of schools, with the school board who 
 08  actually makes the policies, and with the building 
 09  principals.
 10      Q.   So when you talked about policies, what was 
 11  your responsibility concerning the policies during that 
 12  period of time?
 13      A.   Okay, to work with Texas Association of School 
 14  Boards once we began working with them.  When I first 
 15  entered the role, we were not working with the Texas 
 16  Association of School Boards.  That was before they had 
 17  begun their policy service.
 18      Q.   They're also referred to as TASB?
 19      A.   Yes, yeah --
 20      Q.   Okay.  
 21      A.   -- to just work with them, because they would 
 22  send policies for us to look at, to take to the Board 
 23  for adoption, to write our local policies or to work 
 24  with them to write our local policies, and to work with 
 25  writing the procedures that went with them, the 
0030
 01  regulations.
 02      Q.   When did the Plano Independent School District 
 03  start working with TASB on reviewing policies and 
 04  writing policies and adopting policies?  
 05      A.   I can't tell you the exact year.  It was 
 06  sometime during the period of time that I was there 
 07  doing that job because I helped to do that, but I don't 
 08  remember what year.
 09      Q.   Sometime in the mid-'80s?  
 10      A.   I don't remember what year.
 11      Q.   Now, TASB doesn't have any authority to 
 12  dictate policy to the local school district, do they?
 13      A.   Only the school board can actually adopt 
 14  policy.
 15      Q.   So the answer to my question is they don't 
 16  have that authority -- TASB does not -- 
 17      A.   Not to my knowledge.  
 18      Q.   TASB makes a recommendation of the policy, 
 19  right?
 20      A.   They actually send us legal policies, which we 
 21  consider to be more than a recommendation.
 22      Q.   What do you consider them to be?
 23      A.   Legal policies reviewed by their -- by their 
 24  legal staff and recommended to school boards in Texas.
 25      Q.   It doesn't mean that the local school board 
0031
 01  must adopt that policy, does it?
 02      A.   That's up to the local board.  I don't know 
 03  that.
 04      Q.   Let's talk a little bit about the connected 
 05  math program.  When did that program first come into 
 06  use in the Plano Independent School District?
 07      A.   I would say approximately five years ago.  We 
 08  piloted the program first in four schools.  And I 
 09  believe that this is our second year for full 
 10  implementation.  I'm going to have to say 
 11  approximately.
 12      Q.   How did you come to become aware of a 
 13  connected math program?  Now, this is a curriculum, as 
 14  I understand it; is that right?
 15      A.   It's a part of a curriculum or it can be a 
 16  curriculum, either -- you can use it either way.
 17      Q.   When did you first become aware of connected 
 18  math?
 19      A.   When my math coordinator -- secondary math 
 20  coordinator, Dr. Jim Wohlgehagen, brought it to my 
 21  attention.
 22      Q.   And what did he say about it when he brought 
 23  it to your attention?
 24      A.   There's no way that I would recall the exact 
 25  conversation.
0032
 01      Q.   Just give the me the gist of the conversation.
 02      A.   The gist would be that we were looking for 
 03  ways to improve our mathematics programming and that he 
 04  had investigated a number of programs and felt that 
 05  this was a good program for us to work with and wanted 
 06  to pilot the program.
 07      Q.   At that time, you were responsible for overall 
 08  curriculum?
 09      A.   Yes.
 10      Q.   And you answered to the superintendent?
 11      A.   Yes.
 12      Q.   And Jim Wohlgehagen answered to you?
 13      A.   Yes.
 14      Q.   And he had the specific responsibility for the 
 15  math curriculum?
 16      A.   Yes, secondary.
 17      Q.   Secondary math curriculum?
 18      A.   Uh-huh.
 19      Q.   So what did you do in response to his 
 20  suggestion that you pilot the program?
 21      A.   He -- I didn't do anything other than saying 
 22  to him, if you would like to look at a program, then 
 23  you'll need to visit with the principals.  I'll visit 
 24  with the superintendent, and we'll begin to look at the 
 25  program.
0033
 01      Q.   Did he provide you some materials on the 
 02  connected math program? 
 03      A.   At some point in time, I sat down with him to 
 04  look at materials.  I don't recall when that was 
 05  exactly in the process.
 06      Q.   Now, your responsibility at this time was to 
 07  review curriculum, to investigate curriculum, and to 
 08  make recommendations?
 09      A.   My exact responsibility is to see that that is 
 10  done.  I may not do it myself.
 11      Q.   But to oversee it?  
 12      A.   But to see that that is done, yes.
 13      Q.   And to supervise it?  
 14      A.   Yes.
 15      Q.   So if a new curriculum wanted to come in on 
 16  science or a new curriculum wanted to come in on 
 17  English or a new curriculum wanted to come in on 
 18  geography, it's your overall responsibility to review 
 19  that and then to make a recommendation to the 
 20  superintendent?
 21      A.   It's my overall responsibility to see that 
 22  that's reviewed.  In a District this large, that's 
 23  usually done by that area expert coordinator and 
 24  teachers, yes.
 25      Q.   And then a recommendation is eventually made 
0034
 01  to whom?
 02      A.   To the Board.
 03      Q.   And who is that recommendation carried to the 
 04  Board by?
 05      A.   The superintendent, usually.  
 06      Q.   So the superintendent at some point is brought 
 07  into the loop on what you're looking at?
 08      A.   Sure, yes.
 09      Q.   All right.  How long after Dr. Wohlgehagen 
 10  came to you did you bring the superintendent into the 
 11  loop on this connected math program?
 12      A.   I don't remember exactly when I would have 
 13  done that.  We -- with this kind of thing, you 
 14  usually talk about it over a long period of time.  And 
 15  I don't remember exactly when I might have done that.
 16      Q.   Well, somebody has to keep it on point, don't 
 17  they?
 18      A.   Yes.  And that's what we depend upon our 
 19  subject coordinators to do.
 20      Q.   So Dr. Wohlgehagen, was he the guy that kept 
 21  it on point?
 22      A.   Yes, he did.
 23      Q.   He kept pushing it, bringing it up, talking 
 24  about it, discussing it with you?
 25      A.   What do you mean by on point?
0035
 01      Q.   I mean staying after it to be sure that it's 
 02  something that gets to the superintendent and 
 03  eventually to the Board.
 04      A.   Yes, I would say he took care of that.
 05      Q.   He was your point man, so to speak?
 06      A.   Yes, that's his job.
 07      Q.   Okay.  What year did you pilot this program?
 08      A.   I can't give you the exact year.
 09                THE WITNESS:  Mr. Crawford, I didn't 
 10  bring those years because I did not realize that we 
 11  were going to be talking about the program itself.  I 
 12  thought that had already been taken care of.
 13                MR. CRAWFORD:  Just answer his questions 
 14  to the best of your recollection.
 15      A.   Okay.  Would you repeat the question then? 
 16      Q.   What years -- or what year did you start the 
 17  pilot program?
 18      A.   I can't give you the exact year.
 19      Q.   You said that the program has been fully 
 20  implemented -- 
 21      A.   A couple of years.  So if we go back -- 
 22      Q.   Was it '97, '98?
 23      A.   This would be -- 
 24      Q.   I assume when you implement, you implement 
 25  beginning with the September school year?
0036
 01      A.   '98-'99, '99-2000, 2000-2001 -- I think we'd 
 02  have to go back to maybe perhaps '96-'97, but I'm very 
 03  hesitant to give you that year exactly.
 04      Q.   So sometime prior to the '98-'99 school year 
 05  you had a pilot program?
 06      A.   Yes, we were piloting a program.
 07      Q.   Now, describe what you did -- what you mean by 
 08  pilot the program.
 09      A.   Dr. Wohlgehagen spoke with middle school 
 10  principals.  We constantly are looking at new 
 11  programming and how we can improve.  Some of them 
 12  wanted to implement the program.  Four of them asked to 
 13  do so.  And we call it a pilot because we were not 
 14  doing it in all of the schools.  We only did it in some 
 15  of the schools.
 16      Q.   So during one school year sometime prior to 
 17  the '98-'99 school year -- we can agree on that, can't 
 18  we?
 19      A.   Yeah.  I just -- I'm sorry, I can't tell you 
 20  the exact year.
 21      Q.   Well, you know that by 1998 you had the 
 22  Plaintiffs in this case complaining -- 
 23      A.   Uh-huh.  
 24      Q.   -- so you'd already piloted the program prior 
 25  to that.  
0037
 01      A.   That's true.
 02      Q.   All right.  So we can agree that prior to the 
 03  '98-'99 school year, you had a pilot program at four 
 04  schools?
 05      A.   Yes.
 06      Q.   What four schools were those?
 07      A.   That was Bowman, Haggard, Armstrong -- I've 
 08  lost my fourth school -- Wilson.
 09      Q.   Were those middle schools?
 10      A.   Yes.
 11      Q.   And what grade levels were middle schools?
 12      A.   Middle schools are 6th, 7th, and 8th grades.
 13      Q.   Did the pilot program at Bowman, Haggard, 
 14  Armstrong, and Wilson replace the current curriculum --  
 15  or let me put it this way -- the curriculum that had 
 16  existed there with respect to math?
 17      A.   I can't tell you exactly whether it totally 
 18  replaced the current curriculum or not.  The teachers 
 19  would have been working with Dr. Wohlgehagen during 
 20  this period of time to begin to use some of the 
 21  connected math program.  They may have used part of it 
 22  and then part of the -- the other program.
 23           The major thing you have to understand about 
 24  the math program -- whatever we call it -- is that what 
 25  we start with first are the Texas Essential Knowledge 
0038
 01  and Skills.  At that time, they were still the 
 02  essential elements.  So those would never have been 
 03  replaced, but some of the methodology may have changed.
 04      Q.   Now, you call it a pilot program.  What you 
 05  were really doing was kind of a test case, seeing how 
 06  it worked, seeing how it was implemented in your 
 07  schools, seeing how the kids reacted to it; isn't that 
 08  right?
 09      A.   We called it a pilot program because we used 
 10  it in only four of our schools rather than all of our 
 11  schools. 
 12      Q.   It's a Beta test?
 13      A.   No, I would not say it was a Beta test.  The 
 14  program itself had already been tested, I understand, 
 15  but we were using it in only four of our schools.  So 
 16  consequently, we called it a pilot program because we 
 17  didn't have it in all of our schools.
 18      Q.   Did the Board of Trustees of the school 
 19  district approve the pilot program prior to the time 
 20  you implemented it?
 21      A.   Not to my knowledge.
 22      Q.   Why not?
 23      A.   We don't necessarily take those programs to 
 24  the Board when we are looking at new programs.  We did 
 25  take it later to the Board, but we did not at that 
0039
 01  time.  We may have discussed it with them.  As a matter 
 02  of fact, I think we did, but I don't recall that they 
 03  actually approved it, per se.
 04      Q.   Did you actually take it to them for their 
 05  adoption and implementation so that they voted on it? 
 06      A.   Before we began the full -- 
 07      Q.   Before you -- yes, I'm sorry -- before you 
 08  began the pilot program?
 09      A.   Not to my knowledge.  The reason for that is 
 10  because we were still working with the State-required 
 11  essential elements at that time, and then later the 
 12  Texas Essential Knowledge and Skills.
 13      Q.   Did you notify the parents at Bowman, Haggard, 
 14  Armstrong, and Wilson that you were going to be 
 15  implementing this pilot program on connected math prior 
 16  to the time that you did that?
 17      A.   Dr. Wohlgehagen, the principals, and the 
 18  teachers worked with that.  I can't tell you exactly 
 19  what they did.
 20      Q.   What did they tell you they did?
 21      A.   That people were notified and that we had 
 22  meetings and those kinds of things.  
 23      Q.   What do you mean meetings?
 24      A.   Informational kinds of meetings for parents.
 25      Q.   Parent-teacher meetings?
0040
 01      A.   Uh-huh, yes.
 02      Q.   Meetings in which parents were invited to come 
 03  onto the school campus to meet to talk about this?
 04      A.   Yes.
 05      Q.   Prior to the time that you started this pilot 
 06  program on connected math, did you have a traditional 
 07  math curriculum?
 08      A.   Please define traditional math curriculum.
 09      Q.   Arithmetic.
 10      A.   We still do have arithmetic.
 11      Q.   In all your schools?
 12      A.   Yes.
 13      Q.   What did the connected math program replace?
 14      A.   Actually -- 
 15      Q.   And let me clarify.  I'm still in the pilot 
 16  program.  We haven't gotten to full implementation yet.  
 17  The pilot program, what did it replace?
 18      A.   The connected math program, to my 
 19  understanding, maintains mathematics.  It's just some 
 20  different ways -- a more hands-on approach, a more 
 21  problem solving approach that the teachers use to work 
 22  with the children to get them more involved in 
 23  mathematics.  So I can't honestly tell you that it 
 24  replaced anything.
 25      Q.   Well, you had to change something in your 
0041
 01  curriculum, didn't you?
 02      A.   I think I just said that, that when you look 
 03  at this connected mathematics program, or any one of a 
 04  number of other programs, what you're doing is you're 
 05  maintaining the essential elements or the Texas 
 06  Essential Knowledge and Skills.  You're maintaining, if 
 07  you will, arithmetic.
 08           What you're doing is you're giving the teacher 
 09  more tools so that they have different ways of working 
 10  with children in the classroom, so that things 
 11  become -- the children become more involved.  Things 
 12  become more hands-on.  It's a more problem solving 
 13  approach.
 14      Q.   In order to do this pilot program, did the 
 15  teachers have to develop lesson plans?
 16      A.   Yes, the teachers developed lesson plans.
 17      Q.   That's required, isn't it?
 18      A.   We no longer actually -- I don't know of any 
 19  law that says a teacher must develop lesson plans, but 
 20  teachers do that.
 21      Q.   And did the teachers that were teaching 
 22  connected math as a pilot program at Bowman, Haggard, 
 23  Armstrong, and Wilson have lesson plans?
 24      A.   I can't answer for every teacher.
 25      Q.   You would expect them to, wouldn't you?
0042
 01      A.   If I were the building principal, I would 
 02  expect to see something.
 03      Q.   Did the District acquire any connected math 
 04  curriculum programs from an outside vendor?
 05      A.   Connected math programs from an outside 
 06  vendor?  Well, we have to get textbooks.  
 07      Q.   Right. 
 08      A.   Or we have to get materials.  
 09      Q.   You've got to get materials; you've got to get 
 10  textbooks. 
 11      A.   Uh-huh.  
 12      Q.   You've got to get stuff that describes the 
 13  program because the District didn't create the program, 
 14  did you?
 15      A.   We create our mathematics curriculum, but we 
 16  use a lot of things to do that.
 17      Q.   And who is it that came up and created this 
 18  connected math program?
 19      A.   To the best of my knowledge, the connected 
 20  math program was a part of -- came from the National 
 21  Science Foundation, as best I understand.
 22      Q.   Where did you -- 
 23      A.   If you ask me who, I can't tell you exactly 
 24  who.
 25      Q.   Where did you get your curriculum materials 
0043
 01  and textbooks, items that you used to teach the 
 02  students during the pilot program?
 03      A.   Well, I'm sure Dr. Wohlgehagen got some of 
 04  this from -- I mean, he would have bought materials or 
 05  gotten materials.  Teachers would have created some 
 06  materials.  We would mostly like have used the 
 07  materials that we already had.
 08      Q.   You had the overall responsibility for 
 09  curriculum materials at this time, didn't you?
 10      A.   Working through my coordinators and the 
 11  principals and teachers, yes.
 12      Q.   But the ultimate responsibility for being sure 
 13  that you had appropriate materials for the curriculum 
 14  that was going to be implemented was yours?
 15      A.   It's my responsibility to see that materials 
 16  are there, working through the coordinators, the 
 17  principals, and other people in the District who handle 
 18  procuring materials.  
 19      Q.   During the pilot program, did you implement 
 20  this in all grades at Bowman, Haggard, Armstrong, and 
 21  Wilson?
 22      A.   I do not recall the exact implementation of 
 23  the pilot program.
 24      Q.   Were all children at those schools given this 
 25  program?
0044
 01      A.   If we implemented at a 6th grade, for example, 
 02  then all 6th graders would have worked with the 
 03  program.
 04      Q.   And during the pilot program, were all 
 05  children given connected math program textbooks?
 06      A.   During the pilot program at the beginning, 
 07  there were not textbooks, I don't believe, at that 
 08  time.  There were other materials developed.
 09           You need to understand that with a curriculum, 
 10  it is not necessarily textbook dependent.  We develop a 
 11  curriculum around the essential elements or around the 
 12  Texas Essential Knowledge and Skills, and we use a lot 
 13  of materials.  Some of them are teacher-made.  Some of 
 14  them are purchased.  Some of them may be technology.
 15      Q.   Who would be the person most knowledgeable 
 16  with the sources that you used to obtain materials on 
 17  the connected math program?
 18      A.   Dr. Jim Wohlgehagen.
 19      Q.   Was he given a budget to go out and purchase 
 20  materials for this connected math program?
 21      A.   He works within the curriculum budget, but all 
 22  the curriculum coordinators have some budget, yes, 
 23  that they can use to purchase materials.  
 24      Q.   And at this time, he was the math curriculum 
 25  coordinator?
0045
 01      A.   Secondary math curriculum coordinator, yes,  
 02  and still is.  
 03      Q.   And he answered to you?
 04      A.   Yes.
 05      Q.   And you answered to the superintendent?
 06      A.   Actually there was one level between 
 07  Dr. Wohlgehagen and me at that time.
 08      Q.   Who was that?
 09      A.   That was Donna Criswell, who was the executive 
 10  director for curriculum and instruction.
 11      Q.   So the superintendent reported to the Board;  
 12  then you reported to the superintendent?
 13      A.   That's correct.
 14      Q.   And Donna Criswell reported to you?
 15      A.   That's correct.
 16      Q.   And -- 
 17      A.   Jim --
 18      Q.   -- Jim Wohlgehagen -- 
 19      A.   -- to Donna.
 20      Q.   -- to Donna?
 21      A.   That's correct.
 22      Q.   But it was not unusual for Dr. Wohlgehagen to 
 23  come directly to you, though, was it?
 24      A.   It was not unusual for the three of us to 
 25  speak together.
0046
 01      Q.   And Dr. Wohlgehagen was the guy who was really 
 02  pushing this program.  He was the point man on the 
 03  program, right?
 04      A.   He was the person who went out to look for 
 05  ways to improve our mathematics curriculum, yes.
 06      Q.   And he was the evangelist for the program?
 07      A.   He was supportive of the program, yes.
 08      Q.   That's what I mean.  He was the guy that was 
 09  kind of pushing it, supportive, encouraging you to 
 10  learn about it?
 11      A.   That's his job.  Yes, he did that.
 12      Q.   I didn't say it wasn't his job.  
 13      A.   Uh-huh.  
 14      Q.   I'm just saying, he was the evangelist, wasn't 
 15  he?
 16                MR. CRAWFORD:  Object to the 
 17  characterization of Dr. Wohlgehagen as an evangelist.
 18      Q.   He was out there pushing it, trying to get it 
 19  into the school, wasn't he?
 20      A.   He was struggling hard to find programs to 
 21  help improve our math program.  
 22      Q.   And he's the guy that initiated it at Plano 
 23  Independent School District, isn't he?
 24      A.   He's the person who brought it to our 
 25  attention, yes, that's correct.
0047
 01      Q.   All right, okay.  Now, did you have a full 
 02  year of that pilot program?  
 03      A.   A full year of the pilot program?
 04      Q.   A full school year.
 05      A.   To the best of my knowledge, we actually 
 06  piloted for about three years.
 07      Q.   Before you did what?  
 08      A.   Before we put it into all of the schools.
 09      Q.   Before you took it to the Board?
 10      A.   The Board had knowledge of the program.  I 
 11  can't tell you the first time that we -- I don't 
 12  remember the first time that we may have said something 
 13  to the Board about the program.
 14      Q.   Wasn't it like in March of 1999 that the Board 
 15  had an agenda item before it to adopt this program for 
 16  all the schools?
 17      A.   I don't recall a date.
 18      Q.   You don't?
 19      A.   No, I don't.
 20      Q.   Do you disagree that that's the date?
 21      A.   I can't agree or disagree because I really 
 22  don't remember.
 23      Q.   At some point, you took it to the Board and 
 24  asked them to implement it in all of your middle 
 25  schools, didn't you?
0048
 01      A.   Yes, but I can't give you a date.  I don't 
 02  know the date.
 03      Q.   And prior to that, it was just a pilot 
 04  program; is that right?
 05      A.   It was a pilot because we were using it in 
 06  four of our schools rather than all of our schools.
 07      Q.   And how many middle schools did you have in 
 08  March of 1999?
 09      A.   Either 10 or 11, approximately.
 10      Q.   And until it was implemented fully in all of 
 11  your schools, it was only a pilot program; is that 
 12  correct?
 13      A.   It was a pilot program only because it was in 
 14  four schools.  It was a full-fledged mathematics 
 15  program because it was a part of our math curriculum, 
 16  which is based on the essential elements and our Texas 
 17  Essential Knowledge and Skills.
 18      Q.   So you had a full-fledged math -- connected 
 19  math program in four schools?
 20      A.   We had a full-fledged math program with 
 21  connected math in four of our schools.
 22      Q.   That wasn't my question.  
 23      A.   But that's my answer.
 24      Q.   Listen to my question.  You had a connected 
 25  math program, full-fledged, in four schools until the 
0049
 01  Board implemented it across the board; is that right?
 02      A.   I don't know how to answer your question with 
 03  full-fledged, because I don't know how much in every 
 04  one of the single classrooms the program was used 
 05  totally during that period of time.  So I'm hesitant 
 06  about the word full-fledged because I don't know that.
 07      Q.   Just listening to what you told me, you said a 
 08  moment ago that you had a full-fledged connected math 
 09  program for two or three years in four schools --
 10      A.   We were -- 
 11      Q.   -- before -- 
 12      A.   -- working with the connected math program in 
 13  four of our schools, that's correct.
 14      Q.   And you did that for three years --
 15      A.   Yes.
 16      Q.   -- before you went to the Board and asked for 
 17  it to be implemented across the District?
 18      A.   Yes -- not before we discussed it with the 
 19  Board, but before I think they actually got deeply 
 20  involved in approving it, yes.
 21      Q.   But they did not take a vote on it until after 
 22  three years of the pilot program?
 23      A.   Not that I can recall.
 24      Q.   Okay.  Now, during this period of time of the 
 25  pilot program -- 
0050
 01                THE WITNESS:  Excuse me.  Can I take a 
 02  break?
 03                MR. CRAWFORD:  Let's take a break.
 04                MR. BUNDREN:  That's fine.  No problem.
 05                (Recess from 10:15 to 10:26 a.m.) 
 06      Q.   During the three years of the pilot program, 
 07  did you have any textbooks on CMP?
 08      A.   No.
 09      Q.   Had any -- 
 10      A.   There were materials that were duplicated.  So 
 11  there were materials, but not textbooks.
 12      Q.   Had the Texas Education Association approved 
 13  any CMP textbooks during that pilot period?
 14      A.   I don't know that.  Not to my knowledge.
 15      Q.   Did they review any CMP textbooks?
 16      A.   I don't know.
 17      Q.   You would know if they had, since that's your 
 18  responsibility, wouldn't you?
 19      A.   I wouldn't know what they had done, no.
 20      Q.   Don't you keep up with what they approve?
 21      A.   I would only know what was on the list for 
 22  textbooks to be approved when it was time for us to 
 23  select and adopt new textbooks.
 24      Q.   When it's time for you to select and adopt new 
 25  textbooks, are you restricted in what textbooks you can 
0051
 01  buy?
 02      A.   No.
 03      Q.   Do they have to be on an approved list?
 04      A.   I don't believe they have to be.  We 
 05  ordinarily select textbooks that are on a list from the 
 06  Texas Education Agency.  I think if we want to buy 
 07  other books, we could do that, but we would have to buy 
 08  them, whereas they provide the books they approve.
 09      Q.   Are you aware at some point that the Texas 
 10  Education Agency reviewed a CMP textbook and found 
 11  that it wasn't in compliance with essential skills?
 12                MR. CRAWFORD:  At this point in time, 
 13  Charles, I'm going to object.  The issues relating to 
 14  the merits of the program have already been decided by 
 15  the Judge on summary judgment.  And what remain are the 
 16  1st Amendment and 14th Amendment claims relating to the 
 17  mathematics and distribution of the literature.  So I 
 18  think you're going outside of what would be relevant 
 19  and discoverable based on the Judge's ruling in the 
 20  case.
 21           I was certainly trying to give you some 
 22  latitude to explore the parameters of the program, 
 23  because I think you have the right to do that.  But I 
 24  think you're going into detail now that is not relevant 
 25  or discoverable based on the Judge's ruling in the 
0052
 01  case.
 02                MR. BUNDREN:  Read my question back to 
 03  the witness, please.  
 04                (Requested portion was read.)
 05                MR. CRAWFORD:  Again, I'm going to object 
 06  and -- 
 07                MR. BUNDREN:  Your objection is noted.  I 
 08  want an answer from the witness.
 09                MR. CRAWFORD:  And I'm going to instruct 
 10  the witness not to answer.
 11                MR. BUNDREN:  You can't instruct her not 
 12  to answer.  This is a Federal deposition.  You don't 
 13  have the right to do that unless it's a privilege. 
 14  You've made your objection.  She has to answer the 
 15  question.  
 16                MR. CRAWFORD:  And I believe that it's an 
 17  improper question and it's harassing and burdensome and 
 18  outside the discoverable -- 
 19                MR. BUNDREN:  Counsel, you cannot object 
 20  and instruct the witness under Federal Rules unless 
 21  it's a privilege matter, and she has to answer the 
 22  question.  I want an answer to the question.  Your 
 23  objection is noted for the record and the Judge will 
 24  take that up at the time of trial.
 25                MR. CRAWFORD:  I'm going to object to the 
0053
 01  harassing nature of the question as going outside the 
 02  scope of discovery.
 03      Q.   Would you answer my question, please?
 04                MR. CRAWFORD:  Go ahead and answer the 
 05  question.  I want to go ahead and -- so that we're 
 06  getting out of here quicker, I'm going to object to 
 07  your entire line of questioning in this area.  And, 
 08  Charles, to speed this up, I'm going to ask for a 
 09  running objection to all this so I don't have to object 
 10  after every question.
 11                MR. BUNDREN:  I have no problem with your 
 12  running objection.
 13                MR. CRAWFORD:  Very good.  With that 
 14  understanding, with the running objection, go ahead.
 15      A.   Would you repeat one more time, please?
 16      Q.   Let me reask the question. 
 17      A.   Yes, please.
 18      Q.   Are you aware -- you are aware, are you not, 
 19  that the TEA reviewed some CMP textbooks and found 
 20  that they weren't in compliance with the state 
 21  requirement of essential skills?
 22      A.   TEA doesn't review for compliance.  They 
 23  review for conforming or nonconforming.  And a 
 24  nonconforming textbook is still appropriate for 
 25  adoption.
0054
 01      Q.   Were there criticisms from the TEA about the 
 02  CMP textbooks that they reviewed not complying with 
 03  basic skills?
 04      A.   Well, the textbook doesn't deal with 
 05  compliance, Mr. Bundren.  It has to do with conforming 
 06  or nonconforming.  Compliance is not the issue.
 07      Q.   Are you aware that there were criticisms from 
 08  the TEA concerning CMP textbooks?  
 09      A.   There were criticisms with several textbooks.  
 10  This was one of them.  But I don't know that it was 
 11  exactly from TEA.  It was from a review panel.
 12      Q.   All right.  So the answer to my question is, 
 13  yes, I was aware that there were criticisms of CMP 
 14  materials and textbooks; is that correct?
 15      A.   Materials?
 16      Q.   Textbooks, materials that was reviewed by the 
 17  Texas Education Agency or one of their committees, and 
 18  there was criticism of that by the State.
 19      A.   There were criticisms -- 
 20      Q.   Were you aware of that?
 21      A.   I don't know exactly who made the criticism.
 22      Q.   But you're aware of the criticisms? 
 23      A.   I'm aware that there was some criticisms, yes, 
 24  of this textbook and other textbooks, yes.
 25      Q.   And by this textbook, I'm asking 
0055
 01  specifically --
 02      A.   About CMP.
 03      Q.   -- about connected math program?
 04      A.   Yes, I am aware of that, along with other 
 05  textbooks. 
 06      Q.   All right.  If you have a problem in not  
 07  understanding my question, if you'll ask me, I'll 
 08  repeat it.
 09      A.   I thought I had asked you, sir.
 10      Q.   Okay.  When did you become aware that the 
 11  State or one of its agencies or one of its review 
 12  committees was critical of some of the CMP materials or 
 13  textbooks?
 14      A.   I can't give you an exact time.
 15      Q.   How did you become aware of that?
 16      A.   I don't recall.  I don't recall who brought -- 
 17  I don't recall who brought anything to me giving me any 
 18  sort of criticisms about the textbooks.
 19      Q.   Now, as director of the -- or being 
 20  responsible for the overall curriculum of the schools, 
 21  that would cause you some concern, wouldn't it?
 22      A.   No, sir.
 23      Q.   Not at all?
 24      A.   No, it was not -- 
 25      Q.   When the State comes in and is critical of 
0056
 01  materials --
 02      A.   No.
 03      Q.   -- on a program?
 04                MR. CRAWFORD:  Objection, misstates the 
 05  testimony.
 06      Q.   That doesn't cause you concern?
 07      A.   No, sir.  May I explain?
 08      Q.   Yes.  Why don't you tell the ladies and 
 09  gentlemen of the jury why you aren't concerned when the 
 10  State of Texas looks at materials and concludes that 
 11  40 percent of that material does not comply with the 
 12  essential skills.
 13                MR. CRAWFORD:  Objection, misstates the 
 14  evidence.
 15      Q.   Why doesn't that concern you?
 16      A.   When we write curriculum, when we develop 
 17  curriculum, we look first at Texas Essential Knowledge 
 18  and Skills.  Previously it was essential elements, now 
 19  Texas Essential Knowledge and Skills.  Not all 
 20  textbooks, because they are written for the nation, not 
 21  just for Texas, meet all of those TEKS.  We have to be 
 22  sure that our curriculum does, but the textbook might 
 23  not do so.
 24           So we may use a textbook that doesn't meet all 
 25  of the Texas Essential Knowledge and Skills.  In this 
0057
 01  particular case, the connected mathematics program 
 02  does, but it doesn't do it necessarily in the order 
 03  that the reviewers were looking for.
 04      Q.   Who developed the curriculum for the CMP in 
 05  Plano?
 06      A.   Teachers and the coordinator.
 07      Q.   Who?
 08      A.   Dr. Jim Wohlgehagen, and I can't give you the 
 09  teachers' names.  We always use groups of teachers to 
 10  work with curriculum.
 11      Q.   At what point did you become aware that there 
 12  were parents who were concerned about the Plano 
 13  Independent School District implementing a connected 
 14  math program?
 15      A.   I don't know whether or not I knew that there 
 16  were major concerns before there was a meeting.  
 17  Parents held a meeting, and it was in June.  And I 
 18  don't recall which year.  I guess it would have been -- 
 19  I don't know.  I'm not good at keeping up with the 
 20  years.  But there was a parent meeting, and I actually 
 21  attended that meeting so that I could hear what the 
 22  objections were.
 23           Before that, I don't recall that anyone had --  
 24  certainly anyone had called me or had come to see me.  
 25  They may have, but I don't -- I don't recall.
0058
 01      Q.   So you attended a parent-teacher meeting or a 
 02  parents meeting -- was it a parents meeting?
 03      A.   It was a parents -- 
 04      Q.   Meeting?  
 05      A.   It was called by parents.  It was -- I don't 
 06  know exactly who called it, but it was called by 
 07  parents.  
 08      Q.   All right.
 09      A.   I do remember where the meeting was.
 10      Q.   It was a parents meeting?
 11      A.   Uh-huh.
 12      Q.   And it was in June?
 13      A.   Uh-huh.
 14      Q.   And where was it?  
 15      A.   It was held at Harrington Library in east 
 16  Plano.
 17      Q.   And you recall that it was in June?
 18      A.   I believe it was in June.
 19      Q.   And it was in June of -- it was prior to the 
 20  time that the school board had actually voted to adopt 
 21  the CMP? 
 22      A.   Yes, I believe it was.
 23      Q.   So it was during -- 
 24      A.   I don't have a time line in my head, so I
 25  don't know for sure, but I think so, yes.  It was 
0059
 01  before that.
 02      Q.   It was before the Board actually made its  
 03  decision to implement it across the District.  And it 
 04  was during the time or -- yeah -- during the time of 
 05  your pilot program?
 06      A.   Yes.
 07      Q.   Is that correct?
 08      A.   I believe that's correct.
 09      Q.   So although you can't recall the exact year --
 10      A.   No, I don't.
 11      Q.   -- you know that it was after the pilot 
 12  program had been in place for at least a couple of 
 13  years?
 14      A.   I don't know at least a couple of years.
 15      Q.   But you know that the pilot program had been 
 16  in place at least for one year?
 17      A.   Had been in place at least for some period of 
 18  time.
 19      Q.   And it was prior to the time that a decision 
 20  was to be made -- had been made by the Board of 
 21  Trustees to adopt the program across the board?
 22      A.   Yes.
 23      Q.   Okay.  And the meeting was at Harrington 
 24  Library in east Plano?
 25      A.   Uh-huh.  
0060
 01      Q.   In the evening?
 02      A.   Yes.
 03      Q.   Do you recall the names of any of the parents 
 04  that were there?
 05      A.   I can't say that I do.  I would just have to 
 06  make an assumption that some people were there, but I 
 07  don't want to do that.
 08      Q.   Who was there for the PISD?
 09      A.   I was there.  And I believe that 
 10  Dr. Wohlgehagen may have attended that meeting.  I'm 
 11  not absolutely sure.  And one of our board members, I 
 12  believe, came into the meeting for a short period of 
 13  time, but that's all that I can recall.
 14      Q.   Is Harrington a school library or is it -- 
 15      A.   No.  It's the city library.
 16      Q.   City.  That was going to be my question.
 17      A.   Uh-huh.
 18      Q.   All right.  Was it in a conference room at the 
 19  city library?
 20      A.   Yes.
 21      Q.   How long did the meeting last?
 22      A.   I don't recall.
 23      Q.   Well, was it five minutes or half an hour, an 
 24  hour, an hour and a half?
 25      A.   Well, certainly it was a meeting length, but I 
0061
 01  don't know what that meeting length was.  
 02      Q.   Do you recall it running more than an hour?
 03      A.   I really don't know how long the meeting ran.
 04      Q.   Were there any materials distributed at the 
 05  meeting?
 06      A.   I don't recall.  I don't believe I got any 
 07  materials.  
 08      Q.   Did you take any materials to the meeting?
 09      A.   No.
 10      Q.   Did you speak at the meeting?
 11      A.   No, I did not.
 12      Q.   Did anyone from the PISD speak?
 13      A.   I don't recall.
 14      Q.   Who led the meeting?
 15      A.   I don't remember who led the meeting.
 16      Q.   Was it a parent?
 17      A.   I don't -- well, I don't know if it's a parent 
 18  or not.  I don't recall who it was.
 19      Q.   Did a PISD representative lead the meeting?
 20      A.   No.
 21      Q.   So it was someone other -- 
 22      A.   It was not -- 
 23      Q.   -- than an employee of Plano Independent 
 24  School District that was leading the meeting?
 25      A.   I think so.  I believe so.
0062
 01      Q.   How did you come to know that there was going 
 02  to be a meeting that night?
 03      A.   I don't know.  I don't know if I saw a flier 
 04  or if somebody called me.  I just really don't remember 
 05  how I knew that.
 06      Q.   Did you know that the meeting was going to be 
 07  about the connected math program?
 08      A.   I'm sure I did or I probably would not have 
 09  gone.  I went to listen.
 10      Q.   Now, tell me as best you can what you recall 
 11  the gist of the dissension being concerning the 
 12  connected math program at this meeting.
 13      A.   I don't really recall the meeting well enough 
 14  to answer that.  I would if I could, but I don't -- I 
 15  just don't recall it.
 16      Q.   Did you take any notes from the meeting?
 17      A.   No, I did not.
 18      Q.   Did you make any memorandum of the meeting?
 19      A.   No.
 20      Q.   A report to the superintendent concerning the 
 21  meeting?
 22      A.   Not to my knowledge.
 23      Q.   Did you get the general impression from the 
 24  meeting that there were parents who were concerned 
 25  about the CMP?
0063
 01      A.   There were some parents concerned.  I think 
 02  there were also some parents there who were -- who were 
 03  not.  And I don't recall exactly what the meeting 
 04  was -- what was said at the meeting.
 05      Q.   But you do know that you went there because it 
 06  was going to be a parents meeting, the subject matter 
 07  was connected math, you were in your pilot program at 
 08  the time, and you knew that there were parents who had 
 09  concerns about the connected math program; is that 
 10  right?
 11      A.   I would assume that's why I went.  I cannot 
 12  remember if someone called and invited me or sent me an 
 13  invitation.  I really don't remember that.
 14      Q.   Was the meeting conducted in an orderly 
 15  fashion?
 16      A.   To the best of my recollection.
 17      Q.   Now, what did you discuss with Dr. Wohlgehagen 
 18  either at the conclusion of that meeting or in the next 
 19  preceding few days back at the offices of the District 
 20  concerning this parent dissension group?
 21      A.   I can't remember any discussion.
 22      Q.   Did you have discussions?  
 23      A.   I don't know whether I did or not.
 24      Q.   Okay.  When did you next have any information 
 25  that led you to conclude that there were parents who 
0064
 01  were opposed to the implementation of the connected 
 02  math program in the District after the June meeting?
 03      A.   I can't answer that.  I don't know that.
 04      Q.   You did draw a conclusion at some point that 
 05  there were parents who were opposed to the 
 06  implementation of the connected math program, did you 
 07  not?
 08      A.   Yes.
 09      Q.   Okay.  Tell me as best you can what 
 10  information you knew about the parents' opposition to 
 11  the program prior to the time that the Board adopted 
 12  the program.
 13      A.   Actually I understood very little about the 
 14  opposition, although we had tried to have one meeting 
 15  where we talked.  One of the parents had gotten up and 
 16  left that meeting very quickly.  I didn't really 
 17  understand what another one was saying to me.  So I 
 18  really didn't have a good understanding of what the 
 19  objections were.
 20      Q.   You knew that they were opposed to it?  
 21      A.   I knew they were opposed to it, but I did not 
 22  understand -- and still do not understand -- why.
 23      Q.   So at least by June of whatever year this is 
 24  at this meeting, you knew that there were some parents 
 25  in the District who were opposed to the 
0065
 01  administration's promotion of the connected math 
 02  program; is that correct?
 03      A.   I knew that they were opposed to the connected 
 04  math program.
 05      Q.   And you knew that they were in opposition to 
 06  the administration of the District pushing that to the 
 07  Board for implementation, didn't you?
 08      A.   I knew that they did not like the program.
 09      Q.   That was clear to you sometime in June of that 
 10  year?
 11      A.   It was not clear to me how many parents or 
 12  exactly what the opposition was, but I knew that some 
 13  people were not happy with it, yes.
 14      Q.   When did you make the decision to support the 
 15  administration's movement towards implementing the 
 16  program and suggesting implementation to the Board of 
 17  Trustees in all schools?  
 18      A.   Are you asking me for a date on that?
 19      Q.   Or a time frame.
 20      A.   Would you repeat that question?
 21      Q.   At some point you came to the conclusion that 
 22  you were going to be in favor -- you personally were 
 23  going to be in favor of supporting connected math 
 24  through all of the middle schools; is that true?
 25      A.   I came to the conclusion that I was in favor 
0066
 01  of supporting some necessary changes to our math 
 02  program, yes.  Connected mathematics was that vehicle 
 03  that we decided to use as a part of our math 
 04  curriculum.
 05      Q.   And what my question is, is when did you come 
 06  to that conclusion?  
 07      A.   I came to the conclusion some time after we 
 08  began working in the four schools, when we saw that our 
 09  children were being successful with the program, and 
 10  that there were children who had not been doing well in 
 11  mathematics who were now connecting, if you will, to 
 12  math.  I can't give you an exact time.
 13      Q.   Can you give me a time frame -- one year into 
 14  the program, two years into the program, three years 
 15  into the program?
 16      A.   I was supportive from the very beginning of 
 17  looking at a way to strengthen our mathematics program.
 18      Q.   All right.  So you did a -- you told me 
 19  that you did a three-year pilot program.
 20      A.   Uh-huh.
 21      Q.   And at some point you, along with the other 
 22  administrators, took it to the school board to ask them 
 23  to implement it across all of your schools -- all your 
 24  middle schools?  
 25      A.   Yes. 
0067
 01      Q.   Am I correct that you did that?
 02      A.   Yes, you are correct.
 03      Q.   My question is, give me a time frame on what 
 04  point you personally became an advocate for doing that 
 05  across all of the schools?
 06      A.   When I realized that the program was 
 07  successful in the four pilot schools.  I can't give you 
 08  a time frame.
 09      Q.   What do you define as being successful?
 10      A.   That students were doing well with the 
 11  program.
 12      Q.   And how do you -- 
 13      A.   And that we could see evidence that they were 
 14  learning and that our mathematics scores were 
 15  improving.
 16      Q.   How do you know they were doing well?
 17      A.   From asking our research department to look at 
 18  test scores, from speaking with our teachers, from 
 19  doing surveys with our teachers.  
 20      Q.   Who at the research department did you ask for 
 21  that information?
 22      A.   Dr. Priscilla Kimmery is the head of our 
 23  research department.
 24      Q.   And did you ask Dr. Priscilla Kimmery for 
 25  information on test scores?
0068
 01      A.   Yes, she -- that's a continual thing that she 
 02  does.
 03      Q.   Did she provide you with information on test 
 04  scores, comparing the children that had been involved 
 05  in the CMP program during the pilot program and those 
 06  that had not?
 07      A.   Yes.
 08      Q.   Where are those test scores today; do you 
 09  know?
 10      A.   Well, there are copies of those test scores --  
 11  of those documents in the school district.  
 12                THE WITNESS:  I believe that if not 
 13  you, at least some people have seen copies of those, 
 14  Mr. Crawford.
 15      Q.   Did you produce those?  Did you gather those 
 16  for the litigation?
 17      A.   I don't know that I personally did.  I think 
 18  Dr. Jim Wohlgehagen may have.  I'm not sure who did.
 19      Q.   After the June meeting that you attended with 
 20  the parents at the city library, when did you next have 
 21  any contact with parents who expressed opposition to 
 22  the connected math program?
 23      A.   I can't give you an exact date.  The only 
 24  contact that I've ever had with parents who have 
 25  expressed opposition that I can recall today is a 
0069
 01  meeting that we set up with Mrs. Ronni Jenkins.  And 
 02  Mr. Al Kirke was there.  And I believe Mr. Kenny 
 03  Johnson was there.  Dr. Jim Wohlgehagen was there.  And 
 04  I don't recall -- and I'm not sure that I'm accurate 
 05  about Mr. Johnson, but that was the meeting that we had 
 06  with parents.  Mrs. Jenkins left in a very short period 
 07  of time after that meeting started, and then we 
 08  continued visiting with Mr. Kirke.  And I don't 
 09  remember if it was Mr. Johnson or someone else.
 10      Q.   Where was the meeting?
 11      A.   It was held in a conference room adjacent to 
 12  my office. 
 13      Q.   What was the time frame of the meeting?
 14      A.   Do you mean by that how long was the meeting? 
 15      Q.   No.
 16      A.   Or what time the meeting was held?
 17      Q.   Yes.
 18      A.   I don't remember.
 19      Q.   I'm asking -- if you don't know the exact 
 20  date, was it in the fall?  Was it in the summertime?  
 21  Was it in the wintertime -- because you've told me 
 22  you're not good at dates.
 23      A.   No, I'm not.  And I don't recall when this 
 24  meeting was.
 25      Q.   Was it before the Board of Trustees adopted 
0070
 01  the CMP program?
 02      A.   Yes.
 03      Q.   Was it after the June meeting?  
 04      A.   I don't know.  I don't recall whether it was 
 05  before or after.
 06      Q.   Did the parents who were at that meeting 
 07  express to you their opposition to the implementation 
 08  of the CMP program?
 09      A.   Yes.
 10      Q.   Was that meeting conducted -- the meeting you 
 11  just told me about -- was it conducted after the August 
 12  and September 1998 parent-teacher math meetings at the 
 13  schools?
 14      A.   I don't -- I can't tell you that.  I don't 
 15  know.
 16      Q.   Did you attend any of the parent-teacher math 
 17  meetings at the schools?
 18      A.   No.
 19      Q.   Never went to any of them?
 20      A.   No, I didn't.
 21      Q.   So you attended a June meeting at the public 
 22  library, and then you had meeting at the PISD central 
 23  offices in a conference room --
 24      A.   At some point in time.  I don't know when.
 25      Q.   -- at some point in time.  You know 
0071
 01  Mrs. Jenkins was there.  You know Mr. Kirke was there.  
 02  And Mr. Johnson may have been there?
 03      A.   Uh-huh.  
 04      Q.   Is that correct?
 05      A.   Yes, that's correct.
 06      Q.   Did you ever have any other contact with any 
 07  of the parents who opposed the CMP program prior to the 
 08  time the Board adopted it and implemented it throughout 
 09  the schools?
 10      A.   I may have.  I know -- I recall at one point 
 11  that I had a telephone conversation with Mr. Johnson.  
 12  I don't have any idea what time frame that would have 
 13  come in.
 14      Q.   What was the -- 
 15      A.   But I had -- I did not have contact with 
 16  anyone else that I can recall today anyway.
 17      Q.   What was the subject matter of the telephone 
 18  call with Mr. Johnson?
 19      A.   I don't recall the telephone call.  I just 
 20  know that I talked to him on the phone, but I don't 
 21  recall what it was.
 22      Q.   Did y'all you talk about the football game or 
 23  did you talk -- 
 24      A.   No.  
 25      Q.   -- about CMP?
0072
 01      A.   I'm sure it was CMP, but I don't recall the 
 02  conversation.
 03      Q.   Now, When Mr. Kirke and Mrs. Jenkins and 
 04  perhaps Mr. Johnson met with you in the conference room 
 05  next to your office --
 06      A.   Uh-huh.
 07      Q.   -- did they tell you that what they really 
 08  wanted was an option for students and parents to select 
 09  a more traditional math curriculum?
 10      A.   I don't recall the exact conversation.  But 
 11  given the fact that I know that that's one of the 
 12  things they asked for, I would assume that they 
 13  certainly had said that to me.
 14      Q.   So while they were opposed and you clearly 
 15  understood they were opposed to the connected math 
 16  program and they were opposed to the Board of Trustees 
 17  adopting that program across the school district -- 
 18  which is clear, isn't it, that that was their 
 19  opposition?
 20      A.   Yes.
 21      Q.   What they really wanted you to do was to 
 22  implement an option for students who didn't want to get 
 23  involved in the connected math program; isn't that 
 24  true?
 25      A.   That's what they said, yes.
0073
 01      Q.   Okay.  That they asked for that?
 02      A.   Yes, they did.
 03      Q.   Okay.  When they asked you as the director of 
 04  the curriculum for the whole schools to permit parents 
 05  and teachers to have an option to not become involved 
 06  in the connected math program -- they asked for that 
 07  option -- what was your response?
 08      A.   My response is the same one that I've given 
 09  you several times today, that is, that we have one math 
 10  curriculum, that it's based on the Texas Essential 
 11  Knowledge and Skills, that we do use the connected 
 12  mathematics as a part of that program.  We also use 
 13  other materials as a part of that program.
 14           Since we are meeting what the state requires 
 15  us to do, and that is to teach the Texas Essential 
 16  Knowledge and Skills, that's what we do.  That's our 
 17  math program.
 18      Q.   So essentially you told them no --
 19      A.   I don't think -- 
 20      Q.   -- is that right?  
 21      A.   -- I used the word no.  I think I tried to 
 22  explain, just as I've said to you, that there is a math 
 23  curriculum.  And that math curriculum is based on the 
 24  Texas Essential Knowledge and Skills.  
 25      Q.   Do you -- 
0074
 01      A.   If we offered another course, it would also be 
 02  based on the Texas Essential Knowledge and Skills.
 03                MR. BUNDREN:  Objection, nonresponsive.
 04      A.   I'm sorry.  
 05                THE WITNESS:  Mr. Crawford, was I 
 06  nonresponsive?
 07                MR. CRAWFORD:  Don't worry about that.  
 08  Mr. Bundren has to make that for the record. 
 09                THE WITNESS:  Okay. 
 10      Q.   The meeting that you had with Mr. Kirke, 
 11  Mrs. Jenkins, and perhaps Mr. Johnson, they clearly 
 12  communicated to you that they had concerns about the 
 13  connected math program and they were asking that you 
 14  have a curriculum that did not include it; is that 
 15  correct?
 16      A.   I know that that's probably what they said to 
 17  me.  
 18      Q.   All right.  
 19      A.   I will tell you that I don't think it was a 
 20  very clear conversation about anything.
 21      Q.   But you clearly understood prior to the time 
 22  that the Board adopted the connected math program --  
 23  whenever they did that -- that these parents, 
 24  Mr. Kirke, Mrs. Jenkins, and Mr. Johnson, wanted the 
 25  school to offer a curriculum that did not include 
0075
 01  connected math?
 02      A.   I did understand that, yes.
 03      Q.   And the District's response was no; isn't that 
 04  correct?  
 05      A.   That's correct.
 06      Q.   And you expressed to Mr. Kirke and 
 07  Mrs. Jenkins and Mr. Johnson and the other parents who 
 08  expressed those same concerns that you would not 
 09  support them to the Board on a curriculum that did not 
 10  include connected math?
 11      A.   I never said that to any parent.
 12      Q.   But you didn't, did you?  You were --
 13      A.   No, I didn't.
 14      Q.   -- supporting the administration line?
 15      A.   Yes, I was, but I never said that to any 
 16  parents.  
 17      Q.   But your clear support was for the 
 18  administration.  And what the administration wanted was 
 19  one program that included connected math; is that 
 20  correct?
 21      A.   That was a curriculum that we had written that 
 22  included connected mathematics, yes.
 23      Q.   And that's what you intended on offering to 
 24  the Board of Trustees --
 25      A.   Yes.
0076
 01      Q.   -- and the whole pilot program?  And then at 
 02  some point, you made the decision to support the 
 03  connected math being part of your curriculum.  From 
 04  that point forward, the administration -- you 
 05  included -- were promoting to the Board of Trustees 
 06  that they have a math program that included connected 
 07  math; is that true?
 08      A.   Not totally.  The word promoted is not true.  
 09  What we did do is ask our Board to go out to the 
 10  classrooms, to observe for themselves, to talk to 
 11  teachers, to look at the program.  We provided 
 12  materials and books to them.  We invited them into the 
 13  classrooms.
 14      Q.   If you didn't like my word promoted, would you 
 15  agree with me that you were an advocate for the 
 16  connected math program once you made the decision that 
 17  that's the way the administration wanted to go? 
 18      A.   It's an advocate for our curriculum, which 
 19  included -- 
 20      Q.   Connected math?
 21      A.   -- connected mathematics, yes.
 22      Q.   And you were not an advocate for an 
 23  alternative program that did not include connected 
 24  math?
 25      A.   Because we were offering -- 
0077
 01      Q.   I didn't ask -- were you or weren't you?  You 
 02  were not an advocate for the parents' position to have 
 03  an alternative program; is that true?
 04                MR. CRAWFORD:  I'm going to object and 
 05  request that you allow the witness to complete her 
 06  answer.  And then if you have an objection, you can 
 07  certainly make it, because I think she was trying to 
 08  make an answer and you interrupted her.  Go ahead.
 09      A.   What I was trying to say is -- once more -- 
 10  that what we are required to do is offer a mathematics 
 11  program that addresses all of the Texas Essential 
 12  Knowledge and Skills.  That's what we do.
 13                MR. BUNDREN:  Nonresponsive, object.
 14      Q.   Listen to my question, if you would.  You were 
 15  aware of the parents' concerns and what they wanted?
 16      A.   Yes.
 17      Q.   You did not agree with them; is that correct?
 18      A.   Yes.
 19      Q.   Okay.  You and the other administrators at the 
 20  District, the professional educators, your -- the 
 21  superintendent, yourself, Dr. Wohlgehagen, and the 
 22  others, concluded that you wanted the Board of Trustees 
 23  to adopt a math curriculum that included connected 
 24  math; is that true?
 25      A.   That's correct.
0078
 01      Q.   And you began, at that point, to work towards 
 02  a meeting with the Board of Trustees where they would 
 03  vote on and adopt the connected math program as being 
 04  part of your math curriculum to all schools?
 05      A.   That's correct.
 06      Q.   And you did not support the position of the 
 07  parents to the Board; is that correct?
 08      A.   "The parents" being certain parents?
 09      Q.   You did not support the parents who opposed 
 10  your program, you didn't support what they wanted to 
 11  the Board, did you?
 12      A.   That's correct, I did not.
 13      Q.   And so there became at some point, dissension 
 14  by some group of parents about what the administration 
 15  was hoping to accomplish in its advocacy to the Board 
 16  on the connected math program; isn't that correct?
 17      A.   Yes, that's correct.
 18      Q.   All right.  Let me hand you Exhibit 1.  Are 
 19  you familiar with that?
 20      A.   Yes, I am.
 21      Q.   What is Exhibit 1?
 22      A.   It's the regulation for the policy that's 
 23  labeled FMA, student activities, publications and prior 
 24  review.
 25      Q.   Now, you used the word regulation and not 
0079
 01  policy.  Is that different than the policy?
 02      A.   The regulation is what explains further the 
 03  policy.
 04      Q.   Who adopts the regulation?
 05      A.   At this point, the regulations to the best of 
 06  my knowledge -- 
 07      Q.   Wait a minute.
 08      A.   -- are not adopted.  
 09      Q.   Okay, at the point that this was done.  Let me 
 10  clarify my question.  Who adopted the regulation 
 11  contained in Exhibit 1?
 12      A.   This would look as if to me that it were 
 13  adopted by our Board, but I don't know that for a fact. 
 14  I don't know that they actually adopted FMA regulation.
 15           At one point in time, the Board adopted legal 
 16  local policies and regulations, but at some point they 
 17  no longer adopted regulations.  I don't know when this 
 18  came.
 19      Q.   If the Board did not adopt Exhibit 1, who 
 20  implemented it -- I mean, excuse me -- who adopted it?  
 21  If they didn't do it, who did it?
 22      A.   The regulation would be written probably by a 
 23  group of administrators.  We typically work with 
 24  principals and other people to write the regulations as 
 25  a way to implement the policies.
0080
 01           I don't know whether or not this was adopted 
 02  by the Board.  We would have to go back and research 
 03  how long ago this was written and whether it were 
 04  adopted or not.
 05      Q.   Okay.  So whether it's a policy adopted by the 
 06  Board, local or legal, or it's a regulation, it's a 
 07  direction to the superintendent -- a direction from the 
 08  administration to the principals and to the people, the 
 09  employees that you have, about how they are to act?
 10      A.   Yes.  
 11      Q.   And the regulation that you have in front of 
 12  you, you don't know if it was adopted by the Board or 
 13  simply written by the administration?
 14      A.   I don't know that.
 15      Q.   But it is nevertheless a policy of the school 
 16  district?
 17      A.   Yes.
 18      Q.   Can I see it, please?
 19      A.   Sure.
 20      Q.   Now -- 
 21                MR. BUNDREN:  Do you have another copy of 
 22  this?
 23                MR. CRAWFORD:  I have one other copy.
 24                MR. BUNDREN:  It's for the witness.
 25                MR. CRAWFORD:  Yes, no problem.
0081
 01                THE WITNESS:  Thank you.
 02      Q.   If you will look at Exhibit 1, at the bottom 
 03  it says, date issued 10/3/96.
 04      A.   Uh-huh.
 05      Q.   Now, that indicates that that's when it was 
 06  issued by the administration, right?
 07      A.   It may have been issued earlier and this might 
 08  indicate that it was reviewed and perhaps something 
 09  changed or not.  That's not necessarily the first date 
 10  that the regulation came out.
 11      Q.   But it is the date of this regulation that we 
 12  have in front of us?
 13      A.   Yes.
 14      Q.   And it doesn't have a date in there for 
 15  adopted, does it?  
 16      A.   No, it doesn't.
 17      Q.   Now, adopted -- 
 18      A.   I couldn't see that on yours because it has a 
 19  sticker there.
 20      Q.   Well, that's the reason I asked you to look at 
 21  it -- 
 22      A.   Okay.  
 23      Q.   -- because I didn't cover anything up when I 
 24  put the sticker on.  I know better than to do that.
 25      A.   Well, I couldn't see.
0082
 01      Q.   All right.  So does that indicate to you, 
 02  then, that this was a regulation that was issued by the 
 03  administration but not adopted by the Board?
 04      A.   It does to me, but that may not be accurate.
 05      Q.   All right.  Now, under this regulation -- and 
 06  it actually says up here FM regulation, doesn't it?
 07      A.   Yes, that's correct.  
 08      Q.   Okay.  You can't distribute materials in 
 09  district schools, but there are exceptions, right?
 10      A.   Correct.
 11      Q.   Was this regulation in place in 1998 and 1999?
 12      A.   Yes.
 13      Q.   Has this regulation been modified since 
 14  October 3, 1996, to your knowledge?
 15      A.   Not to my knowledge.
 16      Q.   All right.  So the exceptions for distribution 
 17  of materials in the schools would relate to literature 
 18  regarding children's programs for nonprofit 
 19  youth-related organizations located in or functioning 
 20  in the District may be disseminated in a manner 
 21  delineated by the communications office.
 22           And then it gives examples:  literature from 
 23  the Boy Scouts, literature from the Girl Scouts, 
 24  literature from the Plano Sports Authority -- that's 
 25  what PSA stands for, isn't it?  
0083
 01      A.   Yes.
 02      Q.   What does the PYSA stand for?
 03      A.   I assume -- 
 04      Q.   Plano Youth?
 05      A.   Probably.  I don't know.
 06      Q.   Those are all non-school sponsored sports 
 07  within the city of Plano; is that right?
 08      A.   Yes.
 09      Q.   YMCA, that's Young Men's Christian 
 10  Association, right?
 11      A.   Uh-huh, yes.
 12      Q.   That's not a school-sponsored entity, is it?
 13      A.   No, it is not.
 14      Q.   YMCA Indian Guides, right?  That's another 
 15  YMCA program, isn't it?  
 16      A.   Yes.  
 17      Q.   The Classics.  What is The Classics?
 18      A.   That's an organization that provides services 
 19  in fine arts to the schools.  
 20      Q.   Special Olympics is another one, right --
 21      A.   Yes.
 22      Q.   -- another exception?  School Night for 
 23  Scouting fliers may be distributed in the fall; is that 
 24  correct?
 25      A.   That's what this says, yes.
0084
 01      Q.   Okay.  And then nonprofit organizations may be 
 02  allowed to distribute materials or display posters if 
 03  the event or activity is of an educational nature and 
 04  will benefit students.  Dallas Symphony, Dallas 
 05  Orchestra, Dallas Arboretum are examples used; is that 
 06  right?
 07      A.   Yes.
 08      Q.   So you permit distribution of literature 
 09  concerning all of these exceptions, don't you?
 10      A.   According to this regulation, yes.
 11      Q.   Okay.  And if it doesn't fall within one of 
 12  these exceptions, distribution of literature is not 
 13  permitted according to this regulation?
 14      A.   Yes.
 15      Q.   Now, it says in a manner delineated by the 
 16  communications office.  Do you see that in the first 
 17  full paragraph?
 18      A.   Yes.
 19      Q.   Does this regulation or any policy of the 
 20  District, to your knowledge, give any guidelines as to 
 21  how the communications office is to delineate the 
 22  manner of distribution?  
 23      A.   Would you repeat that, please?
 24                MR. BUNDREN:  Let me ask her to read it 
 25  back to you.
0085
 01                THE WITNESS:  All right.
 02                (Requested portion was read.)
 03      A.   I don't see that here, no.
 04      Q.   Are you aware of any policy or written 
 05  guidelines or written regulations of the school 
 06  district that direct the communications office about 
 07  the manner of distribution and how it's to be 
 08  permitted?
 09      A.   I am not aware of any.  
 10      Q.   In the past, has the school district 
 11  distributed materials in the take-home folders or 
 12  backpacks of the children?
 13      A.   The elementary schools distribute materials in 
 14  those backpacks or take-home folders, yes.
 15      Q.   So do the middle school students, don't they?
 16      A.   I don't know.
 17      Q.   Weren't you in charge of communications at one 
 18  point?
 19      A.   A number of years ago, yes, but that was not a 
 20  part of that, no.
 21      Q.   It wasn't a part of communication?
 22      A.   No, not what the schools sent home, at that 
 23  time.
 24      Q.   All right.  
 25      A.   Unless it came directly through the 
0086
 01  district -- unless it were a District kind of thing.
 02      Q.   Now, are you saying that no middle school 
 03  child ever takes anything home in their backpack from 
 04  school?
 05      A.   No, I'm not.  I'm telling you I don't know 
 06  what they do.
 07      Q.   All right.  Would it surprise you if they did 
 08  take things home?  
 09      A.   Of course not.
 10      Q.   That's been done for years, hasn't it?
 11      A.   Sure.  I just don't know how they're doing it 
 12  right now.
 13      Q.   In fact, you know, don't you, Ms. Brooks, that 
 14  school children, middle school children, elementary 
 15  school children typically take things home from school 
 16  in their backpacks to deliver to their parents, don't 
 17  you?
 18      A.   Some things, yes.
 19      Q.   Okay.  And you know that the things that are 
 20  described in here, such as communications about 
 21  scouting and sporting events and the YMCA and the 
 22  Dallas Symphony, those are the type of things that are 
 23  communicated from the -- that the children are 
 24  permitted to communicate when they go home to their 
 25  parents.  That's been done for years, hasn't it?
0087
 01      A.   Yes, if those things fall within the 
 02  regulation.
 03      Q.   But for years the PISD has been doing that, 
 04  haven't they?
 05      A.   According to the regulation, yes.
 06      Q.   All right.  So for years, you've had materials 
 07  that have been distributed through the backpacks or 
 08  take-home folders of the children from the school 
 09  campus to the parents to tell them about things that 
 10  are coming up?
 11      A.   If those things met the regulation, yes.
 12      Q.   This regulation?
 13      A.   Yes.
 14      Q.   Okay.  Now, would you agree with me that under 
 15  these exceptions, that there's things in here that 
 16  don't relate to curriculum?
 17      A.   It doesn't necessarily have to relate to 
 18  curriculum.
 19      Q.   To be able to be distributed?
 20      A.   That's correct.  It says that it has to do 
 21  with if the event or activity is of an educational 
 22  nature and will benefit students.  So it doesn't have  
 23  to be curriculum.
 24      Q.   So it doesn't have to be curriculum.  It could 
 25  be of a sporting nature.  It could be a take-home flier 
0088
 01  concerning events that are coming up in the community 
 02  that the children may or may not want to participate 
 03  in; is that right?
 04      A.   If it's of benefit -- if it's an activity or 
 05  an educational nature and will benefit students, yes.
 06      Q.   Indian Guides, you're familiar with that 
 07  program, aren't you?
 08      A.   I've never been involved with Indian Guides.
 09      Q.   What do you understand Indian Guides to be?
 10      A.   I understand it to be a program for girls and 
 11  their father's, but I have never really been involved 
 12  with it.
 13      Q.   A YMCA-sponsored program?
 14      A.   Yes.
 15      Q.   And the YMCA is not a school-sponsored event, 
 16  is it?
 17      A.   No.
 18      Q.   Plano Sports Authority is not a 
 19  school-sponsored event, is it?
 20      A.   No.  They do, however, have activities that 
 21  benefit students.  
 22      Q.   They have athletic activities?
 23      A.   That benefit students.
 24      Q.   Okay.  And certainly students are going to 
 25  benefit from activities involving curriculum in which 
0089
 01  curriculum would be the right curriculum for the 
 02  students; wouldn't you agree?
 03      A.   I don't understand your question.
 04      Q.   Well, if there's -- well, certainly the 
 05  students are going to benefit if there's a public 
 06  debate about the curriculum which is going to be 
 07  adopted in the schools.  That would benefit the 
 08  students, wouldn't it?
 09      A.   That would not fit under this regulation.
 10      Q.   Now, why do you think that wouldn't fit under 
 11  this regulation?  
 12      A.   Because as I read the regulation, it has to do 
 13  with activities of an educational nature and that it 
 14  will benefit students.  And I don't see that falling 
 15  under this regulation.
 16      Q.   So you don't think that communications 
 17  concerning curriculum, and the right kind of curriculum 
 18  that should be adopted by the school board would 
 19  benefit children?
 20      A.   I think communication that has to do with 
 21  curriculum is beneficial to parents and students.
 22      Q.   Okay.  
 23      A.   I don't see that that falls under this 
 24  regulation.
 25      Q.   Okay.  If it's educational in nature --  
0090
 01  curriculum is educational in nature, isn't it?
 02      A.   Well, certainly.
 03      Q.   And isn't meetings about curriculum 
 04  educational in nature to benefit the children?
 05      A.   And we would send home notices that came from 
 06  the school that had to do with curriculum or that would 
 07  fit under this regulation.
 08      Q.   Let me show you Exhibit No. 2.  That's one of 
 09  those types of notices that you send home from school, 
 10  isn't it?  
 11      A.   Yes, that's true.
 12      Q.   And that particular notice deals with the 
 13  exact program I've been asking you questions about, 
 14  connected math, doesn't it?
 15      A.   Uh-huh, because we're inviting the parents to 
 16  come to the school, I assume.  I'm not reading it, but 
 17  I assume that's what that is.
 18      Q.   Well, that -- Exhibit No. 2 is the type of 
 19  distribution material that the regulation permits, 
 20  isn't it?
 21      A.   Coming from the school, yes.
 22      Q.   It falls within that -- what you just gave me, 
 23  doesn't it?  
 24                MR. CRAWFORD:  Objection, calls for a 
 25  legal conclusion.  Misstates her testimony.
0091
 01                MR. BUNDREN:  I'm just asking her, her 
 02  understanding of her own regulation.
 03      A.   Well, the school district is a nonprofit 
 04  organization.  And so, yes, it would be an event or 
 05  activity of an educational nature.
 06      Q.   Okay. 
 07      A.   We are a nonprofit organization.
 08      Q.   Exhibit No. 2 is an example of what the school 
 09  typically sends home to the parents with the children, 
 10  isn't it?  
 11      A.   I don't know that this is typical, but it's 
 12  something that we sent home, yes.
 13      Q.   And you wouldn't find any objection to having 
 14  No. 2 sent home, would you?
 15      A.   Not from the nonprofit organization, the 
 16  school district, no, I would not.
 17      Q.   All right.  My question is, is that No. 2 is 
 18  not something -- you could send No. 2 home -- anybody 
 19  could send No. 2 home and that wouldn't be an 
 20  objection?
 21      A.   Not anybody.
 22                MR. CRAWFORD:  Objection, misstates her 
 23  testimony.
 24      A.   Only the school district or a nonprofit 
 25  organization.
0092
 01      Q.   Now, why does the school district get to 
 02  send -- why does the administration of the school 
 03  district get to send -- they're the only ones that can 
 04  send something like No. 2 home; why is that?
 05      A.   The administration of the school district?
 06      Q.   Yes.  This is printed on -- this is a District 
 07  communication to parents, isn't it?  
 08      A.   Yes, because we are part of that nonprofit 
 09  organization.
 10      Q.   Okay.  Exhibit No. 2 is an example of a 
 11  District communication to parents?
 12      A.   Yes.
 13      Q.   And it was drafted and put together by the 
 14  administration of the school, wasn't it?  
 15      A.   It was put together by that principal and 
 16  Dr. Wohlgehagen, yes.
 17      Q.   And they're part of the administration of the 
 18  school?
 19      A.   Yes, the nonprofit organization, the school 
 20  district.
 21      Q.   And that's a communication to parents about 
 22  what's happening on the connected mathematics project?
 23      A.   It appears to be, yes.  I haven't read it.
 24      Q.   And you don't know of any regulation in the 
 25  school district that would have prohibited No. 2 from 
0093
 01  being distributed to the children -- excuse me -- 
 02  distributed to the parents by the children taking it 
 03  home, do you?  
 04      A.   No.  It fits because it's a nonprofit 
 05  organization and it's an educational nature.  So our 
 06  own regulation would allow that, yes.
 07      Q.   Likewise, No. 3 is another example of a 
 08  typical type of communication that the District would 
 09  send home to the parents from the children, isn't it?
 10      A.   I'm not sure about typical, but it has been -- 
 11  it was sent home to the children.
 12      Q.   Okay.  And it was sent home by the children 
 13  carrying it from their folders or their backpacks or 
 14  whatever they use to the parents?
 15      A.   Truthfully, I do not know whether this was 
 16  sent home in the backpack or whether it was mailed.
 17      Q.   Well, it's typical that you send that kind of 
 18  stuff home with children so the parents can read it, 
 19  right?  
 20      A.   I don't know that it's typical.
 21      Q.   Well, do you know -- 
 22      A.   Many times we mail things to the parents. 
 23      Q.   Do you know that it goes on?
 24      A.   That what goes on?
 25      Q.   Do you know that communications like No. 2 and 
0094
 01  No. 3 do go on, with the parents, by the children 
 02  taking them home?
 03      A.   I know that communications from nonprofits 
 04  that have to do with children that will benefit them 
 05  are sent home, yes.
 06      Q.   That wasn't my question.
 07      A.   I'm sorry.
 08      Q.   You know that the District communicates with 
 09  the parents through children taking things home to the 
 10  parents, and No. 2 and No. 3 are a typical example of 
 11  that kind of communication?
 12      A.   I don't know if it's typical.  I know that the 
 13  District does send things home, certainly.  We also 
 14  mail things.  And I don't know whether this one was 
 15  sent home or mailed.
 16      Q.   Would it be in violation of any District 
 17  policy or regulation for the school district to send 
 18  Exhibit 2 or Exhibit 3 home with the children?
 19      A.   Not according to the regulation FMA.
 20      Q.   All right.  Let's look at No. 4.  Is that the 
 21  same thing?  
 22      A.   It appears to be very much the same kind of --
 23      Q.   Number 5?
 24      A.   I am not reading these, so I don't know for 
 25  sure, but...
0095
 01      Q.   How about No. 6 and No. 7?  Just look at 
 02  those.  
 03      A.   They all appear to be very much the same kind 
 04  of thing that we would either send or mail, and I don't 
 05  know what happened in this case.
 06      Q.   All right.  And look at No. 2 through 7.  And 
 07  each one of those is a communication from the school 
 08  district to parents concerning connected math.
 09      A.   Concerning parent nights, to come to the 
 10  school for connected math.
 11      Q.   To talk about connected math?
 12      A.   That's what it appears to be.
 13      Q.   And if the school district sent those home 
 14  with the children in their take-home folders as opposed 
 15  to mailing them, you don't believe that would violate 
 16  any regulation or policy of the school district?
 17      A.   Not according to FMA regulation because the 
 18  District is a nonprofit organization.
 19      Q.   All right.
 20      A.   And the material is of an educational nature.
 21      Q.   Let's look at No. 8 -- same type of 
 22  communication, inviting parents to come to a math night 
 23  or to a parent-teacher meeting, right?
 24      A.   Yes, but it doesn't say that it came from the 
 25  school district, so I don't know where this came from.
0096
 01      Q.   Let me see that.
 02      A.   At least I didn't see that.
 03      Q.   Well, it says, you are invited to attend a 6th 
 04  grade math parent night.  The focus will be our 
 05  curriculum, the connected math project.  Our speaker 
 06  will be Dr. Jim Wohlgehagen, secondary mathematics 
 07  coordinator.
 08           Now, does that appear to you to be something 
 09  that Mr. Wohlgehagen or some other administrator put 
 10  together to invite the parents to come get information 
 11  about connected math?
 12      A.   I really don't know because I don't see who 
 13  did it.
 14      Q.   How about No. 9?  That's another example of a 
 15  communication to parents concerning the connected math 
 16  program.
 17      A.   This one appears to look like -- 
 18      Q.   2 through 8. 
 19      A.   -- 2 through 7. 
 20      Q.   2 through 7, all right.  And No. 10 and 
 21  No. 11, those also appear to be communications to 
 22  parents about math nights or connected math program; is 
 23  that right?
 24      A.   I can't tell where Exhibit 10 or 11 came from.
 25      Q.   Well, do you know that they came from your 
0097
 01  counsel earlier this morning?  I marked them.  They -- 
 02  the District produced them.
 03      A.   But I don't know -- I don't know where they 
 04  came from originally.
 05      Q.   All right. 
 06                MR. BUNDREN:  Do you have the March 9, 
 07  1999, letter you can show the witness?
 08                MR. CRAWFORD:  I should.  March 9?  I do.
 09      Q.   Would you look at Exhibit -- 
 10      A.   That doesn't look like the same letter.
 11                MR. CRAWFORD:  She is correct.  Oh, there 
 12  are two March 9 letters.
 13      Q.   Ms. Brooks, would you look at what I've marked 
 14  as Exhibit 13.
 15      A.   Uh-huh.
 16      Q.   Okay.
 17      A.   Yes.
 18      Q.   That's a March 9, 1999, letter that you wrote 
 19  to Jennifer Moore at the Office of Senator Florence 
 20  Shapiro; is that correct?
 21      A.   That's my signature, yes.
 22      Q.   You authored this letter, didn't you?
 23      A.   Yes.
 24      Q.   Okay.  And in this letter of March the 9th of 
 25  1999, you indicate that seven families have filed a 
0098
 01  grievance with the District concerning a pilot math 
 02  program that you've conducted in four middle schools 
 03  since 1996.
 04      A.   That's the date, yes.
 05      Q.   Is that correct?
 06      A.   Yes.
 07      Q.   Now, that program that you're talking about is 
 08  the connected math program which I've been asking you 
 09  about today, isn't it?
 10      A.   That is correct.
 11      Q.   Okay.  At this point, by March the 9th, 1999, 
 12  you were aware that the families had filed a grievance 
 13  with the District, were you not --
 14      A.   Yes.
 15      Q.   -- called a Level 1 grievance; is that right?
 16      A.   Yes.
 17      Q.   And do you know if this was prior to the time 
 18  that the Board actually adopted, across all of the 
 19  schools, the CMP?
 20      A.   I don't.  I don't know.  I don't have the date 
 21  of the report.
 22      Q.   At some point, is it not true that the parents 
 23  who were in opposition to the connected math program 
 24  being the only math program -- or the only math 
 25  curriculum for the middle schools -- filed a grievance; 
0099
 01  is that true?
 02      A.   I'm sorry?
 03      Q.   Was there a grievance filed because of all 
 04  this?
 05      A.   Yes.
 06      Q.   Okay.  And that grievance went to you, didn't 
 07  it?  
 08      A.   Yes, it did.
 09      Q.   And do you recall who was involved in that 
 10  grievance?  
 11      A.   The parents who were involved in the 
 12  grievance?
 13      Q.   Yes, ma'am.
 14      A.   It was Mr. Johnson, Mr. and Mrs. Kirke -- 
 15  both, I believe -- Mrs. Jenkins.  
 16                THE WITNESS:  Is it Chiu?  Is her last 
 17  name Chiu, Ms. Chiu; do you recall?  Ms. Chiu?  
 18      A.   I don't recall the rest of the names at this 
 19  moment.
 20      Q.   Let me hand you what's been marked as 
 21  Exhibit 21. 
 22      A.   Okay.
 23      Q.   Is that the Level 1 grievance that went to 
 24  you?
 25      A.   Yes.  
0100
 01                (Exhibit No. 21 marked.)
 02      Q.   And that was dated December the 3rd, 1998; is 
 03  that correct?
 04      A.   That's the date that's on this document, yes.
 05      Q.   Now, explain to the ladies and gentlemen of 
 06  the jury what a Level 1 grievance is under the 
 07  District's policies.
 08      A.   It's the opportunity for anyone who has a 
 09  grievance to be heard.
 10      Q.   By who?
 11      A.   And that is usually the superintendent or his 
 12  designee.  In this case, I was the designee.
 13      Q.   All right.  How many Level 1 grievances have 
 14  you heard in your tenure as an administrator concerning 
 15  curriculum?
 16      A.   As far as I can recall at this moment, this 
 17  may be the only one I've actually heard.  There may 
 18  have been another one at some point along the line.  
 19  I've had a number of conferences certainly with 
 20  parents, but I don't recall another Level 1 grievance.
 21      Q.   So when a Level 1 grievance is filed, that's 
 22  the initial level of a grievance.  The superintendent 
 23  makes a decision about who he's going to delegate that 
 24  to; is that right?
 25      A.   Yes.
0101
 01      Q.   Now, tell me -- 
 02      A.   I don't have that policy in front of me, so I 
 03  don't know exactly verbatim what it says.
 04      Q.   Was there a meeting with respect to this 
 05  grievance?
 06      A.   We held the grievance.  Is that what you're 
 07  talking about?  
 08      Q.   Yes, ma'am.
 09      A.   The meeting?
 10      Q.   Yes, ma'am.
 11      A.   Yes.  Mr. Johnson and other people were there 
 12  as I listened.
 13      Q.   Okay.  How long did the grievance last?
 14      A.   I don't recall exactly the length of time.  We 
 15  did have a court reporter present, so we could 
 16  certainly produce that, but I don't know exactly.
 17      Q.   What do you mean you can certainly produce it?
 18      A.   We had the court reporter present.  There 
 19  would be notes, I mean, from the meeting. 
 20      Q.   Was the court reporter brought into that by 
 21  the District or by someone else?
 22      A.   I don't recall.  I don't know whether the 
 23  District did that or whether it was someone else.
 24      Q.   Did you get a copy of what the court reporter 
 25  took down?
0102
 01      A.   Yes.
 02      Q.   Is that it right there?
 03      A.   It appears to be.
 04      Q.   Okay.  Why don't you look over it for a 
 05  moment, and I want you to identify it as being the 
 06  transcript from the Level 1 grievance hearing that you 
 07  conducted.
 08      A.   I think it is, yes.
 09      Q.   Is that it?
 10      A.   Yes.
 11      Q.   All right.  Do you know where the original of 
 12  that is?
 13      A.   I can't tell you this moment where the 
 14  original of this is, no.  It most likely is in the 
 15  superintendent's office, but I don't know that for 
 16  sure.
 17      Q.   I'm going to mark what we've just identified 
 18  as the transcript as Exhibit No. 22; is that correct?
 19      A.   Yes.
 20                (Exhibit No. 22 marked.)
 21      Q.   So you received the -- Exhibit 21 was the 
 22  complaint or the actual written grievance.  Then you 
 23  conducted a hearing on the grievance; is that right?
 24      A.   That's correct.
 25      Q.   What was the date of the hearing?
0103
 01      A.   The date of the hearing was January 14, 1999.
 02      Q.   And then you made a decision concerning that 
 03  grievance, didn't you?
 04      A.   Yes, I did.
 05      Q.   Is this your decision?
 06      A.   Yes.
 07      Q.   Is that your signature on the last page of 
 08  that letter?
 09      A.   Yes.  
 10      Q.   I'm going to mark as Exhibit 23 a January 25, 
 11  1999, letter that you signed and addressed to 
 12  Mr. Kenneth Johnson; is that correct?
 13      A.   That's correct.
 14                (Exhibit No. 23 marked.)
 15      Q.   And that was your response to his grievance; 
 16  is that right?
 17      A.   Yes.
 18      Q.   Now, are you aware that after you -- and just 
 19  to shorten this down a little bit -- you basically told 
 20  Mr. Johnson and the parents tough luck?
 21                MR. CRAWFORD:  Objection, 
 22  mischaracterizes and is argumentative.
 23      Q.   Isn't that true?
 24      A.   No, it's not true.  I very carefully went 
 25  through each of the solutions requested and gave my 
0104
 01  response.
 02      Q.   And you denied their request?
 03      A.   Yes, that is true.
 04      Q.   The fact of the matter is, you denied every 
 05  one of their requests, isn't it?
 06      A.   I responded to each one of their requests.  I 
 07  would have to read this again to answer whether or not 
 08  I denied every request.
 09      Q.   Well, I'll tell you what.  Why don't you take 
 10  Exhibit 21 and lay it out.  And look at page 3, which 
 11  is the solution sought under paragraph 4.  And then 
 12  take Exhibit 23 and lets go through it, okay?
 13      A.   All right.
 14      Q.   Now, do you have Exhibit 21 laid out?
 15      A.   This is 21, I think.  Yes.
 16      Q.   And on page 3 of Exhibit 21, which is Bates 
 17  stamped 1331, I believe; is that right?
 18      A.   Uh-huh.  
 19      Q.   There's a document number on there, 1331.
 20      A.   Yes.
 21      Q.   Okay.  Under 4, Mr. Johnson and the parents in 
 22  their grievance asked you for certain solutions, did 
 23  they not?
 24      A.   Yes.
 25      Q.   And those solutions are contained in 
0105
 01  paragraph 4; is that correct?
 02      A.   In paragraph 4?  What are you talking about, 
 03  paragraph 4?
 04      Q.   I think that's numbered paragraph 4 right 
 05  there, isn't it?
 06      A.   Oh, excuse me, this 4, okay.  
 07      Q.   All right. 
 08      A.   I was looking at the 4 down below.  I'm sorry.
 09      Q.   Under paragraph 5, under the solution sought 
 10  on page 4 where it says, five -- paren five, one of the 
 11  solutions that they requested was that parent meetings 
 12  be scheduled immediately in all middle schools to 
 13  provide parents or parent groups an opportunity to 
 14  speak on the CMP issue and ask questions to the 
 15  administrators and teachers responsible for 
 16  implementing CMP.  Did I read that correctly?
 17      A.   Yes.
 18      Q.   That's one of the things they asked of you; is 
 19  that correct?
 20      A.   That's what they asked, yes.
 21      Q.   And what did you respond concerning their 
 22  request for parent-teacher meetings?
 23      A.   The response says that parent meetings have 
 24  already been held at each of the Plano middle schools 
 25  and some of the elementary schools.  The opportunity 
0106
 01  was given at each of those meetings for parents to ask 
 02  questions of administrators and teachers concerning 
 03  CMP.  In addition, parents are encouraged to talk with 
 04  teachers and administrators about any and all 
 05  educational programs and practices to which their 
 06  children -- in which -- excuse me -- their children 
 07  participate.
 08      Q.   And that you read from paragraph -- excuse 
 09  me -- page 2 of Exhibit 23, about the middle of the 
 10  page; is that right? 
 11      A.   Yes.
 12      Q.   Okay.  Now, those parent meetings that you 
 13  were talking about having already been held were the 
 14  parent meetings that were held in August of 1998 and 
 15  September of 1998; is that correct?
 16      A.   If those were the meetings before this period 
 17  of time, yes.
 18      Q.   And that's the meetings that you did not 
 19  attend?
 20      A.   No, I was not there.
 21      Q.   Is that correct?
 22      A.   That's correct, I was not there.
 23      Q.   So how did you know that there were meetings 
 24  that were held?
 25      A.   Because I was told that meetings were held.
0107
 01      Q.   Who told you?
 02      A.   And staff members attended some of those 
 03  meetings. 
 04      Q.   Who told you there were meetings held?
 05      A.   Well, principals and Dr. Wohlgehagen.
 06      Q.   Did they tell you that there were parents 
 07  there, specifically Mr. Johnson and Mr. Kirke and 
 08  Mrs. Jenkins, as well as perhaps others, who wanted to 
 09  distribute materials in opposition to CMP?
 10      A.   Yes.
 11      Q.   So you knew that the parents had attempted to 
 12  distribute materials in opposition?
 13      A.   Yes.  I am not sure when I knew that, but I 
 14  knew that.
 15      Q.   Did you know the parents were told that they 
 16  could not distribute those materials?
 17      A.   I knew that after the fact, yes.
 18      Q.   Okay.  After the parent night?
 19      A.   Yes.
 20      Q.   But did you know that when you made your 
 21  decision on Level 1?  Let me clarify.  I want to be 
 22  sure that you understand my question.
 23           By the time of January 14, 1999, when you got 
 24  to the Level 1 conference --
 25      A.   Uh-huh.
0108
 01      Q.   -- did you know that the parents who attended 
 02  the middle school parent-teacher nights -- Mr. Kirke, 
 03  Mrs. Jenkins, and Mr. Johnson -- were prohibited from 
 04  distributing materials critical of the CMP program?
 05      A.   I knew that if those meetings happened prior 
 06  to this.
 07      Q.   Okay.  So at the time that you were making 
 08  your decision on Level 1, you knew that the meetings 
 09  had already occurred, because you said in here they had 
 10  already occurred?
 11      A.   Uh-huh, uh-huh.  
 12      Q.   And you knew that at those meetings that 
 13  Mr. Johnson, Mrs. Jenkins, and Mr. Kirke had been 
 14  prohibited from distributing materials?
 15      A.   Yes.
 16      Q.   You also knew that they had been prohibited 
 17  from seeking signatures on petitions from the parents 
 18  at these meetings, didn't you?
 19      A.   I do not recall knowing about petitions.  I do 
 20  know about materials.  I don't recall having been told 
 21  about petitions.  
 22      Q.   How did you learn that Mr. Kirke and 
 23  Mr. Johnson and Mrs. Jenkins were prohibited from 
 24  distributing materials at the parent-teacher math night 
 25  meetings?  How did you learn that if you weren't there?
0109
 01      A.   I was not there, so I would have learned that 
 02  through somebody telling me.  That somebody would have 
 03  been either a principal or Dr. Wohlgehagen.
 04      Q.   Okay.  So one of your subordinates told you 
 05  that the parents had been prohibited from making this 
 06  distribution?  
 07      A.   They probably did not tell me in those words.  
 08  They may have told me that there were people there who 
 09  wanted to distribute something.  Exactly what a 
 10  principal said to me that I recall today is that we 
 11  suggested that they pass those materials out, out on 
 12  the sidewalk or outside the meeting because it was 
 13  disruptive to the meeting.
 14      Q.   Disruptive?
 15      A.   That's what I'm recalling that a principal 
 16  said to me.
 17      Q.   Now, did you question the principal about what 
 18  the principal meant by the word disruptive?
 19      A.   Actually I don't recall that I did.
 20      Q.   Did the principal indicate to you that there 
 21  was a riot going on or something?
 22      A.   No.
 23      Q.   That there was any violence?
 24      A.   No.
 25      Q.   That there was pushing, shoving, physical 
0110
 01  contact?
 02      A.   No.
 03      Q.   That there was any damaged property?
 04      A.   I think what the principal said to me, if I'm 
 05  recalling correctly today, is that it was difficult for 
 06  people to get into the room where the meeting was held.
 07      Q.   Because people were stopping to pick up the 
 08  materials?
 09      A.   I think they were being handed materials, if I 
 10  recall the conversation correctly.
 11      Q.   So that was the disruption?
 12      A.   That the people were not able to get into the 
 13  meeting. 
 14      Q.   Because they were stopping to be handed 
 15  materials?
 16      A.   That's what I recall, yes.
 17      Q.   Do you recall anyt