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                                  *
 10  JAMES DAVIS, DR., PISD CENTRAL  *
 11  CLUSTER AREA ASSISTANT          *
 11  SUPERINTENDENT; MARILYN BROOKS, *
 12  ASSOCIATE SUPERINTENDENT FOR    *
 12  CURRICULUM AND INSTRUCTIONS;    *
 13  JAMES WOHLGEHAGEN, DR.;         *
 13  ROXANNE BURLESON, PRINCIPAL     *
 14  HAGGARD MIDDLE SCHOOL; CORKY    *
 14  CRISWELL, PRINCIPAL HENDRICK    *
 15  MIDDLE SCHOOL; BEVERLY SELLERS, *
 15  PRINCIPAL WILSON MIDDLE SCHOOL, *
 16                                  *
 16       Defendants/Appellants.     *
 17
 18
 19       ********************************************       
 20                    ORAL DEPOSITION OF
 21                   DR. JAMES WOHLGEHAGEN 
 22                      OCTOBER 4, 2000
 23       ********************************************
 24
 25
0002
 01          ORAL DEPOSITION OF DR. JAMES WOHLGEHAGEN, 
 02  produced as a witness at the instance of the 
 03  Plaintiffs, and duly sworn, was taken in the 
 04  above-styled and numbered cause on the 4th day of 
 05  October, 2000, from 9:16 a.m. to 12:24 p.m., before 
 06  Sunny Schaen, a CSR in and for the State of Texas, 
 07  reported stenographically, at the offices of the Plano 
 08  Independent School District, 2700 West 15th Street, 
 09  Plano, Texas 75075, pursuant to the Federal Rules of
 10  Civil Procedure and the provision 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      Mr. Kelly Rogers
 06      8 Riva Ridge
 06      Frisco, Texas  75034
 07      (972)335-5421
 07
 08
 08
 09  FOR THE DEFENDANTS:
 09      Mr. Charles J. Crawford
 10      ABERNATHY ROEDER BOYD & JOPLIN, P.C.
 10      1700 Redbud Boulevard
 11      Suite 300
 11      P.O. Box 1210
 12      McKinney, Texas  75070-1210
 12      (214) 544-4000 
 13
 13
 14  ALSO PRESENT:  Ms. Ronni Jenkins
 14                 Mr. Kenneth R. Johnson
 15                 Mr. Alfred Kirke
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0004
 01                         I N D E X
 01
 02  WITNESS                                            PAGE
 02  DR. JAMES WOHLGEHAGEN 
 03
 03  EXAMINATION
 04      BY:  MR. BUNDREN                                  5
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 06                      EXHIBITS INDEX
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 07  EXHIBITS             DESCRIPTION             IDENTIFIED
 07
 08     65    Affidavit of Dr. James Wohlgehagen         104
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0005
 01                   P R O C E E D I N G S
 02  REPORTER'S NOTE:  The following was stated on the 
 03  record in the deposition of Marilyn Brooks, and by 
 04  agreement of all parties will also apply for this 
 05  deposition.
 06                MR. BUNDREN:  Do you want to take this 
 07  under the Rules?
 08                MR. CRAWFORD:  Yes.
 09                  DR. JAMES WOLHGEHAGEN,
 10  having being first duly sworn, testified as follows:
 11                        EXAMINATION
 12  BY MR. BUNDREN:
 13      Q.   What is your name?
 14      A.   It's Jim Wohlgehagen.
 15      Q.   Dr. Wohlgehagen, my name is Charles Bundren.  
 16  I'm an attorney.  I represent some parents that have 
 17  sued you and the school district.  Do you know that?
 18      A.   I do.
 19      Q.   I don't believe we've had a chance to meet 
 20  prior to today, have we?
 21      A.   No.
 22      Q.   Okay.  This is a deposition.  It's being taken 
 23  under oath, prior to the time the case gets called to 
 24  trial in front of Judge Brown, a United States District 
 25  Court judge in Sherman.  You understand that?
0006
 01      A.   I do.
 02      Q.   Okay.  Have you ever been deposed before?
 03      A.   No.
 04      Q.   Have you ever testified under oath before?
 05      A.   No.
 06      Q.   Okay.  I know you've probably seen some 
 07  television clips back and forth about certain people 
 08  testifying under oath, and I want to assure you that's 
 09  not the way it needs to be done, okay.  You need to 
 10  testify truthfully.  You understand that?
 11      A.   Yes.
 12      Q.   I had to bring that up because of the debates 
 13  last night and it's on my mind.  You understand 
 14  that you can be held liable for perjury if you testify 
 15  falsely today?
 16      A.   Yes.
 17      Q.   Okay.  And that this testimony can be used at 
 18  the time of trial.  If you testify inconsistent at 
 19  trial to what testimony you give today, I'm entitled to 
 20  call that to the Court's attention and to the jury's 
 21  attention.
 22      A.   Yes.
 23      Q.   If I ask you a question that you don't hear, 
 24  I'd like for you to ask me to repeat it before you try 
 25  to answer it.  Will you do that?  
0007
 01      A.   I sure will.
 02      Q.   If you don't understand my questions, would 
 03  you ask me to repeat it before you try to answer it?
 04      A.   Yes, I will.  
 05      Q.   And it's okay to nod and give gestures, but we 
 06  need words.
 07      A.   Okay.
 08      Q.   If you could speak up loudly so the court 
 09  reporter can take down your verbal response.
 10      A.   Sure.
 11      Q.   Thank you.  Have you ever been convicted of a 
 12  crime?
 13      A.   No, sir.
 14      Q.   Okay.  What is your date of birth?
 15      A.   11/10/46.
 16      Q.   Where were you born?
 17      A.   In Detroit, Michigan.
 18      Q.   How old are you today?
 19      A.   I'm 53.
 20      Q.   What is your social security number?
 21      A.   ***-**-****.
 22      Q.   Give me the last four digits.
 23      A.   3574.
 24      Q.   And what is your driver's license number?
 25      A.   I don't have a clue.
0008
 01      Q.   Do you have it with you?
 02      A.   Yes.
 03      Q.   Go ahead and just read it to me, if you would.
 04      A.   *********.
 05      Q.   That's a Texas operator's license?
 06      A.   It is.
 07      Q.   How long have you lived in Texas?
 08      A.   For 25 years.
 09      Q.   Where do you currently live?
 10      A.   I live in Dallas.
 11      Q.   And where in Dallas do you live?
 12      A.   I live at 13218 Spring Grove.
 13      Q.   And who lives there with you?
 14      A.   My wife and two of my sons and another 17 year 
 15  old.
 16      Q.   How old are your sons?
 17      A.   These two are 18.
 18      Q.   Are they twins?
 19      A.   They are.  
 20      Q.   I have eight-year-old twins.
 21      A.   Oh.  Boys or girls?
 22      Q.   A mix.  Where did you graduate from high 
 23  school?
 24      A.   Waterford Kettering High School.
 25      Q.   What city was that in?
0009
 01      A.   It's in Drayton Plains, Michigan.
 02      Q.   And where did you enroll in college?
 03      A.   I started at Adrian College.
 04      Q.   And where is that located?
 05      A.   It's in Adrian, Michigan.
 06      Q.   What course of study did you pursue?
 07      A.   Just general studies.
 08      Q.   What year did you start college?
 09      A.   1964.
 10      Q.   How long did you attend Adrian?
 11      A.   For one year.
 12      Q.   Where did you next enroll?
 13      A.   I moved to Michigan State University.
 14      Q.   What year did you enroll in Michigan State?
 15      A.   1965.
 16      Q.   And what course of study did you pursue?
 17      A.   I was in education with a major in 
 18  mathematics.
 19      Q.   How long did you attend Michigan State?
 20      A.   For three years.
 21      Q.   Did you graduate from Michigan State?
 22      A.   I did.
 23      Q.   What year did you graduate?
 24      A.   In 1968.
 25      Q.   What was your degree in?
0010
 01      A.   My degree is in mathematics, with a minor in 
 02  psychology.
 03      Q.   Where did you go to work -- or what did you do 
 04  after graduation?
 05      A.   After I graduated, I went to work for 
 06  Clarenceville Public Schools.
 07      Q.   Clarenceville?
 08      A.   Uh-huh.
 09      Q.   And where is that located?  
 10      A.   It's on the west side of Detroit.
 11      Q.   What position did you take there?
 12      A.   I taught 7th and 8th grade math.
 13      Q.   Classroom teacher?
 14      A.   Yes.
 15      Q.   How long did you do that?
 16      A.   I taught there for three years.  Then I took a 
 17  leave of absence to go in the Peace Corps.
 18      Q.   And what did you do in the Peace Corps?
 19      A.   Taught math.
 20      Q.   And where did you teach math?
 21      A.   In Lesotho.
 22      Q.   South Africa?
 23      A.   Yes.
 24      Q.   How long did you teach there?
 25      A.   I taught there for two years.
0011
 01      Q.   Then what did you do?
 02      A.   Then I came back to Clarenceville.  I was on a 
 03  leave of absence.  
 04      Q.   So three years at Clarenceville, two years in 
 05  Lesotho? 
 06      A.   I was in Clarenceville, and I stayed until I 
 07  left in November.  So I substituted for them and did 
 08  some long-term substituting until I left.  And then as 
 09  soon as I came back, I substituted for the remainder of 
 10  that year, then started back again full time the next 
 11  year.
 12      Q.   What year did you start back full time?
 13      A.   It would have been '73.
 14      Q.   And what position did you have?
 15      A.   I taught 7th and 8th grade math.
 16      Q.   Classroom teacher?
 17      A.   Yes.
 18      Q.   And how long did you do that?
 19      A.   For one more year.
 20      Q.   Then where did you go?
 21      A.   I came to Texas.
 22      Q.   From Michigan?
 23      A.   Yes.
 24      Q.   All right.  And where did you go to work?
 25      A.   I came to Richardson.
0012
 01      Q.   Independent School District?
 02      A.   Right.
 03      Q.   What possessed you to come to Texas?
 04      A.   Warm weather.
 05      Q.   Had you ever lived in Texas before?
 06      A.   No.  My aunt lived here.
 07      Q.   You just wanted to get out of the cold?
 08      A.   Well, we were looking for some place warm 
 09  after Africa.  After three years away from the winters, 
 10  it was a little harsh.
 11      Q.   Okay.  Any of your family members other than 
 12  your aunt from Texas?
 13      A.   No.  
 14      Q.   Okay.  You just said, that's where I want to 
 15  go, huh?
 16      A.   Well, it was warm.
 17      Q.   All right.  And you came to Texas in 1974?
 18      A.   70 -- I believe that was the summer of -- 
 19  let's see -- yeah, '74.
 20      Q.   Okay.  And you went to work for Richardson 
 21  Independent School District?
 22      A.   That's right.  
 23      Q.   What position?  
 24      A.   I was a 7th and 8th grade -- well, actually 
 25  7th and 9th grade teacher.  
0013
 01      Q.   What did you teach?
 02      A.   Math.
 03      Q.   How long did you work for Richardson?
 04      A.   Ten years.
 05      Q.   What positions sequentially did you have at 
 06  the Richardson Independent School District?
 07      A.   I was at Northwood Junior High -- which was my 
 08  first position -- for two years.
 09      Q.   As a teacher?
 10      A.   As a teacher.  Then I moved to Pearce High 
 11  School as a teacher, and eventually to department 
 12  chair.
 13      Q.   When did you become department chair there?
 14      A.   I don't really remember what year it was.
 15      Q.   How long were you at Pearce?
 16      A.   For eight years.
 17      Q.   And by department chair, you mean of the math 
 18  department?
 19      A.   That's correct.
 20      Q.   And when you left Richardson, were you still a 
 21  teacher?
 22      A.   Yes.
 23      Q.   Then where did you go after Richardson?
 24      A.   I came to Plano.
 25      Q.   What year did you come to Plano Independent 
0014
 01  School District?
 02      A.   I believe that was '85.
 03      Q.   What position did you take?
 04      A.   The secondary mathematics coordinator.
 05      Q.   What were your duties and responsibilities as 
 06  the secondary mathematics coordinator?
 07      A.   My duties are to oversee the secondary 
 08  curriculum, which is grades 6 through 12.  It is my job 
 09  to help teachers improve instruction.  And it's also my 
 10  job to be looking for new curriculums that would be a 
 11  better way to teach than we are currently teaching.
 12      Q.   And who is your immediate -- are you still in 
 13  that position?
 14      A.   Yes.
 15      Q.   So you've been the secondary math coordinator 
 16  at the Plano Independent School District since 1985 and 
 17  still hold that position today?
 18      A.   Yes.  This is my 16th year.
 19      Q.   16th year, okay.  At the present time, are 
 20  you -- I understand your duties and responsibilities 
 21  haven't really changed in 16 years?
 22      A.   No.
 23      Q.   But did your title change?
 24      A.   No.
 25      Q.   Are you an assistant superintendent?
0015
 01      A.   No.
 02      Q.   So you're just a coordinator?
 03      A.   Yes.
 04      Q.   Okay.  You haven't changed titles or anything?
 05      A.   No.  Well, I have my doctorate, which I didn't 
 06  have when I started.
 07      Q.   All right.  You went to -- you came to work in 
 08  Plano in 1985?
 09      A.   Yes.
 10      Q.   Okay.  And in 1985, you had your bachelor's?
 11      A.   I had my master's degree.
 12      Q.   You had gotten your master's by then?
 13      A.   Yes.
 14      Q.   And then you later got your doctorate?
 15      A.   Yes.
 16      Q.   So you came to work as the secondary 
 17  coordinator for math.  Who was your supervisor in 1985?
 18      A.   Dr. Holifield.
 19      Q.   And what is his position?
 20      A.   He was the assistant superintendent for 
 21  curriculum and instruction.  
 22      Q.   And did he report to the superintendent?
 23      A.   Yes.
 24      Q.   So you were one level below the superintendent 
 25  in 1985?  
0016
 01      A.   Yes.
 02      Q.   Okay.  Who is your immediate supervisor now?
 03      A.   Jim Wussow.
 04      Q.   How do you spell his last name?
 05      A.   W-u-s-s-o-w.
 06      Q.   What is his position?
 07      A.   I'm not exactly sure what his title is.  I 
 08  believe it's director of curriculum.  
 09      Q.   And does he report to the superintendent?
 10      A.   No.  He reports to Marilyn Brooks.
 11      Q.   To Marilyn Brooks?
 12      A.   Yes.
 13      Q.   What is her title?
 14      A.   She is the -- I believe it's assistant 
 15  superintendent for curriculum and instruction.
 16      Q.   So at the present time, you report to 
 17  Mr. Wussow and he reports to Ms. Brooks who reports to 
 18  the superintendent, Dr. Otto?
 19      A.   That's correct.
 20      Q.   How long has that been the reporting chain?
 21      A.   I'm really not sure how long it's been.  But 
 22  Donna Criswell was the one before Jim Wussow.  And she 
 23  was the first director of curriculum that we had.  So 
 24  I'm not exactly sure when -- when that reorganization 
 25  took place.
0017
 01      Q.   In 1998, who was your immediate supervisor?
 02      A.   Donna Criswell.
 03      Q.   And she was the director of curriculum?
 04      A.   Right.
 05      Q.   And did she report to Marilyn Brooks?
 06      A.   Yes.
 07      Q.   Where did you receive your master's?
 08      A.   University of Michigan.
 09      Q.   What year did you receive that?
 10      A.   1971.
 11      Q.   That was the same place that you did your 
 12  bachelor's?
 13      A.   No.
 14      Q.   Michigan State?
 15      A.   No, they're not the same.  That's like saying 
 16  you went to Texas when you really went to OU.
 17      Q.   Okay.  So you got your master's at the 
 18  University of Michigan?
 19      A.   Yes.
 20      Q.   Thankfully, nobody from Michigan will be on 
 21  this jury.  What year did you get that?  1971?
 22      A.   Right.
 23      Q.   What did you get your master's in?
 24      A.   My master's degree is in curriculum and 
 25  instruction, with an emphasis in mathematics.
0018
 01      Q.   What did you write your thesis on?
 02      A.   I didn't do one for my master's degree.
 03      Q.   Any particular area of study -- specialty?
 04      A.   Mathematics.
 05      Q.   Just mathematics in general?
 06      A.   Right.
 07      Q.   Was it with an emphasis on teaching or 
 08  emphasis on -- 
 09      A.   Well, the degree is in curriculum and 
 10  instruction.
 11      Q.   Okay.  So that is an emphasis on teaching?
 12      A.   Yes.
 13      Q.   Now, when did you receive your doctorate?
 14      A.   I knew you were going to ask that.  I'm not 
 15  exactly sure of the date.  I think it was about -- oh, 
 16  gosh -- probably '88, '89, somewhere around there.
 17      Q.   Where did you receive that from?
 18      A.   University of North Texas.
 19      Q.   What did you receive your doctorate in?
 20      A.   Curriculum and instruction.
 21      Q.   In mathematics?
 22      A.   It's not any particular field.  It's just 
 23  curriculum and instruction.
 24      Q.   What did you write your dissertation on?
 25      A.   On using manipulatives for algebra one.
0019
 01      Q.   Okay.  Have you published any books?
 02      A.   No.
 03      Q.   Have you published any articles?
 04      A.   No.
 05      Q.   Have you written any books?
 06      A.   No.  
 07      Q.   Have you written any articles for publication?
 08      A.   No.
 09      Q.   When did you receive your Texas certificate as 
 10  a classroom teacher?
 11      A.   I guess it would have been '75 or '76.  It was 
 12  at the end of the first year when we moved down here.
 13      Q.   What other Texas certifications do you have in 
 14  education?
 15      A.   I have a supervisor's certificate.
 16      Q.   And when did you receive that?
 17      A.   I got that along the way while I was doing my 
 18  doctorate, so I'm not exactly sure whether it came at 
 19  the same time I got the doctorate or whether I got it 
 20  kind of along the way.
 21      Q.   Sometime in 1980s?
 22      A.   Yeah.
 23      Q.   Okay.  Do you hold any other certificates?
 24      A.   No.
 25      Q.   Are you a member of any professional 
0020
 01  educational associations?
 02      A.   Yes.
 03      Q.   Would you tell me which ones.
 04      A.   I belong to the National Council of Teachers 
 05  of Mathematics.
 06      Q.   What does that organization do?
 07      A.   It is the organization of teacher educators 
 08  that -- they're always looking for different ways to 
 09  teach, better ways to teach, and keeping the members 
 10  informed.  They sponsor an annual conference.  They 
 11  also sponsor regional conferences.
 12      Q.   Okay.
 13      A.   I belong to the National Council -- or the 
 14  National -- let's see -- NCS -- National Council of 
 15  Supervisors of Mathematics.
 16      Q.   And what does that organization do?
 17      A.   That's an organization of people like myself 
 18  from around the United States that supervise 
 19  mathematics programs in public schools and at private 
 20  schools and universities.
 21      Q.   Do they have annual meetings?  
 22      A.   They do.
 23      Q.   Do you attend those?
 24      A.   I do.
 25      Q.   Do you attend the annual and regional meetings 
0021
 01  of the National Council of Teachers of Mathematics?
 02      A.   I try to do the national, but I don't usually 
 03  make the regional.
 04      Q.   Okay.
 05      A.   And I belong to the Texas Association of 
 06  Supervisors of Mathematics.
 07      Q.   Do they have meetings?
 08      A.   Three times a year.
 09      Q.   Do you attend those?  
 10      A.   Just returned yesterday.
 11      Q.   And what does that association do?
 12      A.   Basically it's the local part of the national 
 13  organization -- again, a group of educators like myself 
 14  in positions like I hold here.  And they disseminate 
 15  information.  That's where we usually get our reports 
 16  from -- the Texas Education Agency.
 17      Q.   You mean that's where they're disseminated?
 18      A.   Right.  Well, we usually have someone -- the 
 19  mathematics person from the agency who comes to those 
 20  meetings and gives us reports.  
 21      Q.   So the Texas Education Agency has a 
 22  mathematics person?
 23      A.   That's correct.
 24      Q.   Director, coordinator, supervisor, something?
 25      A.   I don't know exactly what her title is.
0022
 01      Q.   And they come and talk at the Texas 
 02  association meetings?
 03      A.   Supervisors of mathematics.
 04      Q.   Supervisors, right.  Does the Texas Education 
 05  Association have state guidelines or rules or mandates 
 06  or those types of things on mathematics?
 07      A.   The agency?  
 08      Q.   Yes. 
 09      A.   On mathematics?
 10      Q.   Yes.
 11      A.   Not many, if they have any.  Occasionally they 
 12  will put out a guideline on what courses we are 
 13  supposed to be offering, what courses we give credit 
 14  for, those kinds of things.
 15      Q.   Does the Texas Education Agency require that 
 16  certain things be taught in public schools?
 17      A.   Well, I don't know whether it would be the 
 18  agency or whether it's the legislature.  We have the 
 19  TEKS that we are required to teach and -- 
 20      Q.   The what?
 21      A.   The Texas Essential Knowledge and Skills.
 22      Q.   Okay.  T-E-K-S?
 23      A.   Right.
 24      Q.   It's called TEKS or TEKS?
 25      A.   Right.
0023
 01      Q.   It's sometimes pronounced -- depending whether 
 02  you're from West Texas or not?
 03      A.   That's right.
 04      Q.   All right.  The TEKS in the area of 
 05  mathematics, you say that that's mandated by the state 
 06  legislatures? 
 07      A.   Well, it has to be approved.  I believe it's 
 08  approved by the legislature and the state school board.
 09      Q.   The state school board?
 10      A.   Uh-huh.  I believe it goes through them as 
 11  well.
 12      Q.   Do you mean the Texas Education Agency?
 13      A.   No.  There's also a state school board.
 14      Q.   Okay.  So the legislature has mandated that 
 15  there be certain essential skills and knowledge that 
 16  have to be taught at each independent local school 
 17  district by law?
 18      A.   Right.
 19      Q.   In the area of mathematics, what are those?
 20      A.   A lot of them.  There is -- there are TEKS for 
 21  every grade level, every course that we teach.
 22      Q.   By text, do you mean -- you mean TEKS or text?
 23      A.   TEKS.  
 24      Q.   TEKS?  Okay.  T-E-K-S?
 25      A.   Yes. 
0024
 01      Q.   We're still talking about Texas Essential 
 02  Skills -- 
 03      A.   Knowledge and skills.
 04      Q.   Knowledge and skills, okay.  So for each grade 
 05  level, the legislature has mandated that there be 
 06  certain -- I would call them, what -- minimum 
 07  requirements --
 08      A.   That would be a good way to describe them.
 09      Q.   -- of things that must be taught; is that 
 10  right?
 11      A.   Yes.
 12      Q.   So the legislature has passed laws that says 
 13  that each local school district must follow these 
 14  minimum requirements at this grade level on this 
 15  subject matter?
 16      A.   That's correct.
 17      Q.   Now, as long as a local school district -- and 
 18  let me just ask you your understanding of this 
 19  curriculum issue now that we're talking about it.
 20           As long as a local school district complies 
 21  with those minimum requirements, then they're in 
 22  compliance with the law?
 23      A.   That's correct.
 24      Q.   If they don't comply with those minimum 
 25  requirements, the Texas Essential Knowledge and Skills 
0025
 01  for that grade level or for that subject matter, then 
 02  they're not in compliance with the law?
 03      A.   That's correct.
 04      Q.   So part of your job and responsibility is to 
 05  be sure that the curriculum, materials, subject matter, 
 06  texts that are being used, what textbooks, all comply 
 07  with those minimum state requirements?  
 08      A.   Not exactly.  Now, you're saying that each one 
 09  of those has to comply?
 10      Q.   No.  What I'm asking is, in the area of your 
 11  responsibility, which is mathematics in the secondary 
 12  schools -- and you're the curriculum coordinator for 
 13  mathematics in the secondary schools, right?
 14      A.   Yes.
 15      Q.   Okay.  When you're looking at a curriculum 
 16  that's being implemented in the Plano Independent 
 17  School District, you are the person responsible for 
 18  being sure that that curriculum complies with the 
 19  minimum requirements of state law?
 20      A.   That's correct.
 21      Q.   And if someone believes that it doesn't 
 22  comply, then you're the guy that has to answer to that?
 23      A.   That's correct.
 24      Q.   Because that's ultimately your responsibility?
 25      A.   Yes.
0026
 01      Q.   Because you're the one that makes the 
 02  recommendations to the superintendent, Ms. Brooks, to 
 03  your superiors, ultimately to the school board about 
 04  what should or should not be taught in the area of 
 05  secondary mathematics?
 06      A.   That's correct.
 07      Q.   Now, in each grade level, there are Texas 
 08  Essential Knowledge and Skills that the legislature has 
 09  mandated?
 10      A.   Yes.
 11      Q.   I assume those are published?
 12      A.   They are.
 13      Q.   And they give you -- 
 14      A.   They're on the Web.
 15      Q.   Okay.  And they give you -- are they on the 
 16  TEA Web?
 17      A.   Yes.
 18      Q.   So the general public knows and parents know 
 19  and other people know what the school district is 
 20  supposed to be doing?
 21      A.   That's right.
 22      Q.   Okay.  And you know what the school district 
 23  is supposed to be doing?
 24      A.   I hope so.
 25      Q.   Well, that's your responsibility anyway?
0027
 01      A.   That's correct.
 02      Q.   Are there any other -- and when you go to 
 03  those association meetings of the Texas association, 
 04  there are people at the TEA that also are monitoring 
 05  the school districts to be sure that you're complying 
 06  with the law?  Do they do that?
 07      A.   No, they really don't.
 08      Q.   They don't?
 09      A.   They don't have -- 
 10      Q.   Manpower?
 11      A.   -- the people to be able to do that.
 12      Q.   Okay.  Do you know how many school districts 
 13  there are in Texas?
 14      A.   1100 the last I knew of it.
 15      Q.   Okay.  So that would be a lot of manpower?
 16      A.   A lot.
 17      Q.   Okay.  But a citizen or a parent could call to 
 18  the TEA's attention the fact that they don't believe 
 19  that their school district is complying with these 
 20  minimum requirements, and that might cause an 
 21  investigation to occur at the TEA?
 22      A.   Yes, I suppose they could.
 23      Q.   Right.  I mean, have you ever had anybody from 
 24  the TEA contact you about math minimum requirements?
 25      A.   Yes.
0028
 01      Q.   Okay.  Because you're the guy they should 
 02  contact?
 03      A.   That's right.
 04      Q.   So when you go to these association meetings, 
 05  you're getting information from TEA over how they 
 06  interpret the law and what they think are minimum 
 07  requirements; is that right?
 08      A.   That's not usually discussed.
 09      Q.   What do they tell you at these association 
 10  meetings?
 11      A.   Well, for example, yesterday they talked about 
 12  new initiatives that were being put forth.  There is a 
 13  new mathematics initiative that they intend to 
 14  implement that I'm not exactly sure -- they weren't 
 15  sure on the time line of when it was going to start, 
 16  but it would be similar to the reading initiative they 
 17  started a couple of years ago.
 18           That will start -- they haven't even decided 
 19  exactly what grade level at this point, but probably 
 20  around the middle school age, to work with those kids 
 21  that are not being successful -- she announced that.  
 22  They talked a little bit about AP classes and some of 
 23  the things that are available for students enrolled in 
 24  the advanced placement program.
 25           She talked about the new TAAS test that would 
0029
 01  be coming up, and some of the things that have been 
 02  discussed about TAAS 2, I guess they're calling it.  
 03  And she also talked about the testing program in 
 04  general and how it's changing and the years that it 
 05  will be changing.  
 06      Q.   The TAAS program?
 07      A.   Right.  They're changing the grade level.
 08      Q.   Who is this person?  You said "she"?
 09      A.   Her name is Barbara Montalto.
 10      Q.   How do you spell her last name?
 11      A.   I believe it's M-o-n-t-a-l-t-o.
 12      Q.   And what is her position?
 13      A.   She is the mathematics person for the Texas 
 14  Education Agency.
 15      Q.   Now, when the Plano Independent School 
 16  District decides that you want to implement a certain 
 17  math curriculum -- now I'm just going to be talking 
 18  about math because that's your area.  We're not going 
 19  to talk about literature or English today, okay?
 20      A.   Good.
 21      Q.   When the Plano Independent School District 
 22  wants to initiate a new curriculum, you don't have to 
 23  go down to TEA and say, here's everything we want to 
 24  do, would you look over this and bless it and approve 
 25  it for us; is that right?
0030
 01      A.   No, we don't.
 02      Q.   So you are free to adopt programs, 
 03  curriculums; you're free to adopt literature, materials 
 04  for your school district so long as it complies with 
 05  the minimum requirements?  That's the bottom line?
 06      A.   Well, when you say -- it's our total 
 07  curriculum that has to comply -- 
 08      Q.   Right. 
 09      A.   -- not individual parts.
 10      Q.   Okay.
 11      A.   Yeah.
 12      Q.   So your total math curriculum, for instance, 
 13  at grade 6, grade 7, grade 8, must comply with the 
 14  Essential Skills and Knowledge -- or what I call the 
 15  minimum requirements that are stated by the 
 16  legislature?
 17      A.   That's correct.
 18      Q.   But you don't have to go down and get 
 19  preapproval on that before you implement it?
 20      A.   No.
 21      Q.   And the only way that the Texas Education 
 22  Agency is probably going to know what you're doing is 
 23  if somebody complains?  
 24      A.   Well, no.  They'll have a pretty good idea 
 25  from our TAAS scores, whether we're teaching the -- 
0031
 01      Q.   Well, that will be years later?  
 02      A.   No, they'll know right away because they take 
 03  those -- in mathematics, they take the TAAS test every 
 04  year.
 05      Q.   But if you've implemented a new program, it 
 06  may take a couple of years for those scores to show up?
 07      A.   It could.
 08      Q.   Especially in mathematics when it's a new 
 09  program?
 10      A.   It might, but it could show up right away.
 11      Q.   Now, have you ever had the TEA come in and 
 12  conduct an audit for inspection of the math curriculum 
 13  for secondary schools since you've been at Plano 
 14  Independent School District?
 15      A.   An audit?  
 16      Q.   Or inspection, right.
 17      A.   Not an inspection, no.
 18      Q.   Did they ever come in just unannounced or tell 
 19  you they're coming up and they want to look at what 
 20  you're doing?
 21      A.   Not that I know of.
 22      Q.   Do you know if they have the authority to do 
 23  that without a complaint being filed?
 24      A.   No, I really don't.
 25      Q.   Don't know that?
0032
 01      A.   (Moving head side to side.) 
 02      Q.   Okay.  It's never happened -- you're not 
 03  aware of it happening since you've been at Plano?
 04      A.   It wouldn't bother us if they did.  We'd be 
 05  happy to have them.
 06      Q.   Okay.  Now, you said that you have been 
 07  involved with the Texas Education Agency in some kind 
 08  of a challenge or complaint about your curriculum for 
 09  secondary schools; is that right?
 10      A.   Yes.
 11      Q.   Now, tell me about that, would you?
 12      A.   It was a question that was raised about our 
 13  middle school curriculum.
 14      Q.   In math?
 15      A.   In math.
 16      Q.   Okay.
 17      A.   So I went to Austin and took them all of the 
 18  documentation that we had, to show that what we were 
 19  doing did cover the TEKS.
 20      Q.   Who contacted you at TEA about this question?
 21      A.   Bill Hopkins.
 22      Q.   Did you know Bill?
 23      A.   Yes.  He was director of mathematics at TEA at 
 24  the time.  He is no longer there, but he was at the 
 25  time.
0033
 01      Q.   And when did this occur?  When did the 
 02  question come up?
 03      A.   I don't really remember.  I'm not sure of the 
 04  exact date.
 05      Q.   Was it in connection with the connected math 
 06  program?
 07      A.   Yes, it was.
 08      Q.   And was it in connection with parents at the 
 09  middle schools who opposed the connected math program?
 10      A.   To my knowledge, that's who lodged the 
 11  complaint.
 12      Q.   To your knowledge, it was Mr. Kirke and the 
 13  Plaintiffs in this case --
 14      A.   Yes.
 15      Q.   -- that lodged the complaint with TEA; is that 
 16  right?
 17      A.   That's my understanding.
 18      Q.   And then how were you contacted by Mr. Hopkins 
 19  concerning the parents' complaint?
 20      A.   He called me and told me that the complaint 
 21  had been lodged and that could he meet with me and look 
 22  at the documents that we had?
 23      Q.   On your math curriculum?
 24      A.   Right.
 25      Q.   And what did he tell you the complaint was?
0034
 01      A.   That we were not covering the Texas Essential 
 02  Knowledge and Skills.
 03      Q.   Do you know what would happen if Mr. Hopkins 
 04  or the TEA had determined that you were not doing that?
 05      A.   No.
 06      Q.   But when he called, you understood that it was 
 07  his responsibility to ensure that you were complying 
 08  with the law?
 09      A.   Yes.
 10      Q.   Where did you meet with Mr. Hopkins?
 11      A.   In Austin.
 12      Q.   How long did the meeting last?
 13      A.   Gosh, I don't really remember.  It wasn't -- 
 14      Q.   More than an hour?
 15      A.   No, I don't think so.
 16      Q.   What information did you take to Mr. Hopkins?
 17      A.   I took him the documents that we had produced 
 18  when we had aligned the Texas Knowledge and Skills with 
 19  the materials that we were using.
 20      Q.   What specific documents did you take down 
 21  there to show Mr. Hopkins?
 22      A.   We had produced a -- we had a sheet -- we had
 23  done this long before this came up.  We wanted to be 
 24  sure that we were covering everything.  So we just have 
 25  a sheet with all the essential knowledge and skills 
0035
 01  listed on one side and where we cover them in the 
 02  curriculum on the other side.
 03      Q.   One sheet of paper?
 04      A.   No, it's several.
 05      Q.   I mean, are we talking about 2 or 300 pages or 
 06  10 pages?
 07      A.   No, it's not that long.  Probably -- oh, it's 
 08  probably four or five pages per grade level.
 09      Q.   Okay.  And so for grade 6, for instance, you 
 10  would have a sheet that did a comparison, you know, one 
 11  side would be what the law requires, minimum 
 12  guidelines, and the other side, it would be your 
 13  description of what you were covering in the curriculum 
 14  that related to that?
 15      A.   What we have are the TEKS on the left side and 
 16  where we cover that in the curriculum on the right 
 17  side.
 18      Q.   Did you take anything else to Mr. Hopkins?
 19      A.   No.
 20      Q.   Did you take him any of the textbooks you were 
 21  using?
 22      A.   No.
 23      Q.   Did you give him a list of the textbooks that 
 24  you were using?  
 25      A.   They are listed on that sheet.
0036
 01      Q.   Now, in addition to textbooks, had you 
 02  developed materials that the teachers could use in the 
 03  classroom?
 04      A.   Well, I wouldn't exactly say -- we developed 
 05  some.  Some of them we just used, we took from other 
 06  places. 
 07      Q.   What other places did you take?
 08      A.   You can purchase work sheets and things from 
 09  different companies, and we used those.  We incorporate 
 10  those.  Some the teachers develop themselves.
 11      Q.   Did you take Mr. Hopkins any of the work 
 12  sheets?
 13      A.   No.  We just cited those, where they are.
 14      Q.   Now, in addition to the textbooks and the work 
 15  sheets, were there any other materials that you were 
 16  using in the classroom to teach the students?
 17      A.   We also have a computer program called 
 18  Rediscover Math.
 19      Q.   And that's the name of the program?
 20      A.   Yes.
 21      Q.   Is that -- I guess it's a software program on 
 22  a computer?
 23      A.   Right.
 24      Q.   And that computer program's software is 
 25  available to the students?  
0037
 01      A.   Yes.
 02      Q.   Okay.  
 03      A.   Well, it's not -- when you say available to 
 04  the students, they can't take it home, but it's on the 
 05  computers in the classroom.
 06      Q.   Okay.  Did you take that down to Mr. Hopkins?
 07      A.   No.
 08      Q.   Where did you purchase that program?
 09      A.   I believe the company is called Edunetics, 
 10  which has since been purchased by another company, so 
 11  I'm not exactly sure who owns it at the moment, but...
 12      Q.   So it was a software program.  And did it deal 
 13  with connected math?
 14      A.   It deals with middle school math.
 15      Q.   Was connected math part of the Rediscover Math 
 16  software?
 17      A.   No.
 18      Q.   Okay.  What else do you use -- or did you use 
 19  in this time frame in your middle school math 
 20  curriculum besides the textbooks and material and the 
 21  software?
 22      A.   That's basically it.
 23      Q.   Okay.  But you didn't actually take down to 
 24  the TEA or Mr. Hopkins any of the literal information, 
 25  just the summary?
0038
 01      A.   I took the information.  I didn't take any of 
 02  the actual books or work sheets, no.
 03      Q.   The only thing you took down to him was just 
 04  your four-sheet comparison -- 
 05      A.   Right. 
 06      Q.   Okay.  
 07      A.   Where we had shown all the essential knowledge 
 08  and skills.
 09      Q.   Did you take down to Mr. Hopkins anything 
 10  dealing with what you were teaching on connected 
 11  math:  the textbook, the written materials, any 
 12  software programs on connected math?
 13      A.   I don't understand what you mean "take."  The 
 14  materials that we're teaching connected -- we're 
 15  teaching the mathematics curriculum.  
 16      Q.   One of the -- 
 17      A.   We're teaching connected math.
 18      Q.   One of the complaints by the parents was that 
 19  the connected math program did not comply with TEKS.  
 20  That was a complaint.
 21      A.   I know that, yes.
 22      Q.   Yes.  You know that well, don't you?
 23      A.   Very well.
 24      Q.   All right.  You also know very well that 
 25  Mr. Hopkins had received a complaint from the parents 
0039
 01  that the connected math program didn't comply with 
 02  TEKS.  You know that?
 03      A.   I do.
 04      Q.   Okay.  So did you take down to Mr. Hopkins any 
 05  materials on connected math?
 06      A.   All we took down was the sheet that we had 
 07  developed.
 08      Q.   That's it?
 09      A.   Right.
 10      Q.   You also know that one of the complaints of 
 11  the parents was that they wanted an option to have 
 12  traditional arithmetic, traditional math being taught 
 13  as opposed to connected math?
 14      A.   Yes.
 15      Q.   Okay.  And I think at the time that you went 
 16  down to see Mr. Hopkins, you had only piloted the 
 17  connected math program in four schools?
 18      A.   That's correct.
 19      Q.   So it had not been implemented system-wide?
 20      A.   Right.
 21      Q.   Although that was certainly an intent --  
 22  certainly what you would hope to see happen eventually?
 23      A.   No.  I wanted them to try it and see whether 
 24  they thought it was a better idea or not.  And once we 
 25  had tried it, if that's what the teachers thought was a 
0040
 01  better approach, then we would move in that direction.
 02      Q.   Now, in the area -- and you understand that 
 03  the complaints of the parents only related to the math 
 04  curriculum at the four schools that you were piloting 
 05  connected math; is that right?
 06      A.   I'm not exactly sure what their complaint was, 
 07  that it was their -- to my understanding, it was that 
 08  the connected math program did not cover the TEKS.
 09      Q.   Okay.  And that program was only being 
 10  implemented at that time by the school district in 
 11  those four schools?
 12      A.   That's correct.
 13      Q.   And they're four middle schools?
 14      A.   That's right.
 15      Q.   Now, with respect specifically with the 
 16  connected math program, did you take any materials to 
 17  Mr. Hopkins on connected math?
 18                MR. CRAWFORD:  Objection, asked and 
 19  answered.
 20      A.   I think I already answered that.  I told you I 
 21  took the document where we had compared the TEKS to 
 22  what we were doing to cover those TEKS.
 23      Q.   Now, your document that you took down there 
 24  covered the entire curriculum for those grade levels, 
 25  didn't it?  
0041
 01      A.   Sure.
 02      Q.   Okay.  So my question is, did you take 
 03  anything down there that covered just the curriculum 
 04  being taught in the four pilot schools?
 05                MR. CRAWFORD:  Objection, asked and 
 06  answered.  
 07      A.   That's -- 
 08      Q.   And not the other middle schools?
 09      A.   I was not aware that there was a complaint 
 10  about the curriculum in the other middle schools.
 11      Q.   All right.  So you took information down there 
 12  about the four pilot schools where the connected math 
 13  program was going on?
 14      A.   That's correct.
 15      Q.   And you didn't take any of the materials that 
 16  you had purchased or developed internally on connected 
 17  math and showed those to the TEA, did you?
 18                MR. CRAWFORD:  Objection, asked and 
 19  answered.
 20      A.   As I already answered, I said the document I 
 21  took was the one that had the TEKS on the left side and 
 22  what we were doing to cover those TEKS on the right 
 23  side.
 24      Q.   And that doesn't include the actual literature 
 25  used in the classroom or the textbook?
0042
 01      A.   It's just a sheet.
 02      Q.   Okay.  Who else was at the meeting other than 
 03  Mr. Hopkins?
 04      A.   No one.
 05      Q.   And you met with him just one day?
 06      A.   That's correct.
 07      Q.   For about one hour?
 08      A.   Uh-huh, yes.
 09      Q.   And did you have any follow-up meetings with 
 10  Mr. Hopkins?
 11      A.   No.
 12      Q.   Is that the only time you've met with 
 13  Mr. Hopkins or anybody from the TEA on the issue of 
 14  connected math in the middle schools?
 15      A.   Yes.
 16      Q.   What other associations -- professional 
 17  associations are you a member of?
 18      A.   The Association for Supervision and Curriculum 
 19  Development.
 20      Q.   What does that association do?
 21      A.   It's a group of people like myself, except it 
 22  includes all the subject areas, not just mathematics.
 23      Q.   Okay.  Any other professional associations?
 24      A.   No.
 25      Q.   Now, when did you first become acquainted with 
0043
 01  this program called connected math?
 02      A.   I don't know the exact date.  It was about a 
 03  year before we started the pilot.  
 04      Q.   How did you become familiar with connected 
 05  math?
 06      A.   The developers of the program had an 
 07  informational weekend where they invited people in my 
 08  position to come and look at the materials.
 09      Q.   Who were the developers of the program?
 10      A.   They are professors at Michigan State -- 
 11  Glenda Lappin, Betty Phillips.  Let's see who else.  I 
 12  don't know all the names.  I'm not sure -- Bill 
 13  Fitzpatrick.
 14      Q.   I'm sorry?  Bill?
 15      A.   Bill Fitzpatrick.  And I believe there are a 
 16  couple of other authors on there as well.
 17      Q.   But these are all professors at Michigan 
 18  State?
 19      A.   No.  One of them is from the University of 
 20  Maryland.  He is -- that's Jim Fey.  Jim Fey is also 
 21  one of the authors.
 22      Q.   Jeff or Jim?
 23      A.   Jim.  
 24      Q.   Jim.  
 25      A.   Fey.  
0044
 01      Q.   What's his last name?  
 02      A.   F-e-y, and Susan Friel.
 03      Q.   Now, did -- 
 04      A.   And Susan, I believe, is from -- she's from a 
 05  university in North Carolina, but I'm not sure which.
 06      Q.   Did Michigan State sponsor this program?
 07      A.   No.  It was sponsored by the National Science 
 08  Foundation.
 09      Q.   Were most of the developers from Michigan 
 10  State?  
 11      A.   Glenda and Betty and Bill are from Michigan 
 12  State.
 13      Q.   Was the first name Glenda or Linda?
 14      A.   Glenda.
 15      Q.   Glenda, sorry.  And you got a degree from 
 16  Michigan State, didn't you?
 17      A.   I did.
 18      Q.   Is that your master's or your bachelor's?
 19      A.   My bachelor's degree.
 20      Q.   Bachelor's degree.  Did you know any of those 
 21  professors?
 22      A.   Actually, Dr. Lappin was my methods professor 
 23  when I was at Michigan State.
 24      Q.   Dr. Glenda Lappin?
 25      A.   Uh-huh.
0045
 01      Q.   So you knew her?
 02      A.   Right.
 03      Q.   How did you become aware that -- 
 04      A.   She's also the president of the national 
 05  council.  She just finished her term as president of 
 06  National Council of Teachers of Mathematics.
 07      Q.   And how did you become aware of the meeting -- 
 08  this weekend meeting?
 09      A.   I got a mailing.
 10      Q.   And did that mailing come from the National 
 11  Science Foundation or from the university?
 12      A.   It came from the university.
 13      Q.   Was the meeting at the university?
 14      A.   Yes.
 15      Q.   And did you make the decision to go up 
 16  there -- did you go up there?
 17      A.   I did.
 18      Q.   Did you make the decision go up there on your 
 19  own, or did you get approval on that?
 20      A.   I got approval.
 21      Q.   Okay.  And who did you get approval from?
 22      A.   Donna Criswell.
 23      Q.   How many times previous to this had you gone 
 24  out of state in search of some new math program?
 25      A.   This is -- they don't usually have -- have 
0046
 01  these things.  Usually I get them in the mail, and I 
 02  have to contact them and ask for sample textbooks or 
 03  whatever, which I do quite often.
 04      Q.   So this is the first time you actually took a 
 05  weekend trip like this out of state to go check out a 
 06  new program; is that right?  Had you ever done that 
 07  before?
 08      A.   Well, actually I've been to -- yes, I have 
 09  gone to -- what was that again?  I can't remember 
 10  whether it was Rhode Island or -- I guess we were in 
 11  Rhode Island.  There is an organization sponsored by 
 12  the National Science Foundation that disseminates 
 13  information on several programs, middle school, 
 14  elementary, and high school.  I also went there to look 
 15  at those programs.
 16      Q.   So how long were you up there?  Was it just 
 17  the weekend?
 18      A.   A weekend, uh-huh.  
 19      Q.   A Saturday and Sunday or -- 
 20      A.   Yeah.
 21      Q.   Okay.  Did they have materials there for you?  
 22      A.   They did.
 23      Q.   Did they go over the program?
 24      A.   They did.
 25      Q.   And then what did you do when you got back to 
0047
 01  Plano?
 02      A.   They allowed me to bring back samples of the 
 03  program with me, and I took those out to the middle 
 04  schools for the teachers to look at.
 05      Q.   And then where did you take it from there?
 06      A.   I took the materials around to each middle 
 07  school and left them for a period of time so that they 
 08  could have some time at their leisure to look at them 
 09  and see what they thought.
 10           And then once everyone had had the opportunity 
 11  to look at it, I said I would like to try the program 
 12  if anyone thought it looked worth trying.
 13      Q.   What you call a pilot?
 14      A.   Right.
 15      Q.   Okay.  
 16      A.   And the four schools that did the pilot said 
 17  they would like to try it.
 18      Q.   And I suppose at some point you brought 
 19  Marilyn Brooks in on this and Donna Criswell?
 20      A.   Donna went with me up to Michigan State.
 21      Q.   Oh, she did?
 22      A.   She did.
 23      Q.   Okay.  And so then at some point after you 
 24  talked to the teachers, you talked to Marilyn Brooks 
 25  about this in order to get the pilot approved?
0048
 01      A.   Yes.
 02      Q.   And who was it that had the authority to 
 03  approve the pilot program?
 04      A.   I don't believe we really have a policy for 
 05  approving pilots, at least not to my knowledge.
 06      Q.   When you went up to Michigan, did they provide 
 07  you with any information about other school districts 
 08  that had implemented connected math?
 09      A.   Yes.
 10      Q.   Did they provide you with any information 
 11  indicating that it had not worked in any other public 
 12  school districts?
 13      A.   No.
 14      Q.   So the information they provided to you had 
 15  indicated that it worked?
 16      A.   True.
 17      Q.   All positive information?
 18      A.   Sure.
 19      Q.   Okay.  Because they're trying to sell the 
 20  program, right?
 21      A.   Well, they didn't really have to sell it.  
 22  They -- they are not there to make money on this 
 23  program.  The -- being developed by the National 
 24  Science Foundation, in fact, any money that Michigan 
 25  State got from this program -- that the authors got, 
0049
 01  went into a trust fund at the university.
 02      Q.   Michigan State?
 03      A.   Uh-huh.
 04                MR. BUNDREN:  Now, we've been going for 
 05  about an hour and fifteen minutes.  Let's take a short 
 06  break.  
 07                MR. CRAWFORD:  Okay. 
 08                (Recess from 10:07 to 10:30 a.m.) 
 09      Q.   Doctor, before the break, we were talking 
 10  about the connected math program and your trip up to 
 11  Michigan State.
 12      A.   Uh-huh.
 13      Q.   And the National Science Foundation and the 
 14  pilot program -- to kind of bring us back to where we 
 15  were -- I want to pick up there with a couple more 
 16  questions.
 17           You also told me about the TEKS, Texas 
 18  Essential Knowledge and Skills that's mandated by the 
 19  state legislature.  Who was responsible in the area of 
 20  math -- and again, all my questions relate to math now.  
 21  I don't want get off into English and so forth -- but 
 22  who in the area of math was responsible for writing the 
 23  state guidelines on TEKS?  
 24      A.   The state guidelines or the TEKS themselves?
 25      Q.   The TEKS themselves.
0050
 01      A.   There was a large committee that was called 
 02  together of educators from around the state, and 
 03  they -- K-12 mathematics people, some supervisors, some 
 04  teachers, some university people.
 05      Q.   Was this organized by the TEA?
 06      A.   Well, actually it was subcontracted to the 
 07  Statewide Systemic Initiative.
 08      Q.   The what?
 09      A.   Statewide Systemic Initiative.
 10      Q.   Is that TSSI?
 11      A.   That's correct.
 12      Q.   Okay.
 13      A.   Texas Statewide -- right.
 14      Q.   Texas -- 
 15      A.   They have them in other states also.
 16      Q.   I'm sorry.  That was a new term.  I didn't 
 17  understand.  Texas Statewide -- 
 18      A.   Systemic Initiative.
 19      Q.   Systemic?
 20      A.   Uh-huh.
 21      Q.   Initiative?
 22      A.   Yes.
 23      Q.   And that's a new name.  Who are they?
 24      A.   It's a group that's -- I believe it's 
 25  federally funded.  And they -- they were set up in 
0051
 01  several states to help initiate change in mathematics 
 02  and science curriculum to improve the curriculum.
 03      Q.   And so there was a Texas Statewide Systemic 
 04  Initiative --
 05      A.   Right.
 06      Q.   -- abbreviated TSSI?  
 07      A.   And they are the group that actually organized 
 08  and did the oversight of the writing of the TEKS and 
 09  the -- with TEA people there as well.
 10      Q.   So TEA is an agency of the state of Texas.  I 
 11  understand that.  
 12      A.   Right.
 13      Q.   TSSI, do they have employees?
 14      A.   Yes.
 15      Q.   Do they have an office?
 16      A.   They do.
 17      Q.   Is it in Austin?
 18      A.   Yes.  It is affiliated with the Dana Center at 
 19  the University of Texas.
 20      Q.   Is there an executive director of TSSI --
 21      A.   Yes.
 22      Q.   -- or somebody who manages it?
 23      A.   It's changed a couple of times, so I'm not 
 24  really sure who it is at the moment.
 25      Q.   They're not -- are they -- I'm just asking 
0052
 01  your understanding.  If you don't know, just tell me 
 02  you don't know, but are they an agency of the state?
 03      A.   Not to my knowledge, no.
 04      Q.   So they're a federally-funded group set up in 
 05  some states, Texas being one of them, to effectuate 
 06  change in math and science?
 07      A.   Yes.  And I'm not sure exactly how the funding 
 08  works.  I'm not sure.
 09      Q.   I'm just asking your understanding.
 10      A.   Yes.  
 11      Q.   But your understanding is that the money to 
 12  run TSSI comes from federal funds?
 13      A.   Some.  I think they get it from several --  
 14  several places.
 15      Q.   And so when the TEKS were developed, they were 
 16  developed by TSSI?
 17      A.   They were the ones who -- they did not develop 
 18  them.  They were the ones who oversaw the project.
 19      Q.   And so did they -- did TSSI -- 
 20      A.   And they only did math and science.
 21      Q.   All right.  I understand.
 22      A.   I don't know who did the others.
 23      Q.   Did TSSI appoint people to the TEKS review 
 24  committee?
 25      A.   I don't really know how the process worked.
0053
 01      Q.   Okay.
 02      A.   Whether they were the ones who did it or 
 03  whether TEA was the one who did it.
 04      Q.   But you said there was a large committee of 
 05  educators around the state who served on this 
 06  committee?
 07      A.   Yes.
 08      Q.   Did you ever serve on the committee?
 09      A.   Yes, I did.
 10      Q.   Did you go to meetings?
 11      A.   Yes.
 12      Q.   In Austin?
 13      A.   Some were in Austin; some were in Houston.
 14      Q.   Okay.  Approximately how many people were on 
 15  the committee that developed the TEKS for math?
 16      A.   Oh, gosh.  I really don't know.  They were 
 17  divided up into different groups.  The elementary 
 18  people worked together, and there was a middle school 
 19  group.  There was an algebra group and a geometry 
 20  group.  So they kind of split up and did different 
 21  things.  
 22      Q.   What group did you work on?
 23      A.   I was with the middle school.
 24      Q.   Okay.  And how many people were on that middle 
 25  school committee?
0054
 01      A.   It varied.
 02      Q.   Who appointed you or how did you come to get 
 03  on that committee?
 04      A.   Gosh, I don't remember.  I think -- I really 
 05  don't remember.  I think they -- I think they sent out 
 06  applications and you could apply to work on the 
 07  committee.
 08      Q.   Who sent out the applications?
 09      A.   I don't remember whether it was TEA or the 
 10  SSI.
 11      Q.   Are you still serving on that committee?
 12      A.   No.  It's finished.
 13      Q.   So the committee has been disbanded?
 14      A.   Right.
 15      Q.   When did you start serving on the committee?
 16      A.   I don't remember the date, but it would have 
 17  been the year that they decided to redo those -- to 
 18  switch from the essential elements to the -- to the 
 19  TEKS.
 20           So it's probably been -- we've been using the 
 21  TEKS now for a couple of years -- two or three years.  
 22  So it would have been, gosh, at least two or three 
 23  years before that.  It took us a while -- 
 24      Q.   That you served on the committee?
 25      A.   It took us a while to get them done.
0055
 01      Q.   And when you say, to get them done, 
 02  you're referring back to the T-E-K-S, the TEKS -- 
 03      A.   Yes. 
 04      Q.   -- to get them done?  Over what period of time 
 05  did the committee meet to get the TEKS done?
 06      A.   It probably took us -- we probably -- probably 
 07  over a year's time.
 08      Q.   And did each committee ultimately develop some 
 09  TEKS that were approved by someone?
 10      A.   Yes.
 11      Q.   And were they submitted to somebody for 
 12  approval?
 13      A.   Yes.
 14      Q.   Who were they submitted to?
 15      A.   I believe they went to the state school board.
 16      Q.   For approval?
 17      A.   Yes.
 18      Q.   Okay.  And then those TEKS then become the 
 19  minimum guidelines for all school districts?
 20      A.   Yes.
 21      Q.   Did you receive any kind of reimbursement from 
 22  anybody for your participation in the committee?
 23      A.   No.
 24      Q.   Was your travel reimbursed by anyone other 
 25  than the school district?  
0056
 01      A.   Yes -- no -- the state paid for it -- or the 
 02  SSI.
 03      Q.   TSSI paid for your travel?
 04      A.   Yes.
 05      Q.   So if you flew down to Houston or you flew 
 06  down to Austin, they'd reimburse you?
 07      A.   Yes.
 08      Q.   And that came from TSSI?
 09      A.   Yes.
 10      Q.   Who was chairman of your committee?
 11      A.   I don't believe we had a chairman in our 
 12  group.  We just kind of all worked together.
 13      Q.   Now, these committee meetings were going on 
 14  during the same period of time that the Plano 
 15  Independent School District had your pilot program in 
 16  the middle schools for CMP; is that right?
 17      A.   I don't know exactly how they lined up.  I 
 18  think -- it seems to me we were finished with that work 
 19  before we started the pilot, but I'm not sure.
 20      Q.   Okay.  Was there a discussion in the committee 
 21  meetings on the TEKS about connected math?
 22      A.   No.
 23      Q.   Were there any materials on connected math 
 24  that were reviewed in those committee meetings?
 25      A.   We didn't look at materials.  We were looking 
0057
 01  at objectives that we felt needed to be covered at each 
 02  grade level.
 03      Q.   Do you still have a file on all the committee 
 04  meetings?
 05      A.   No.
 06      Q.   Was there a file that you had at one point?
 07      A.   Not much of a file.  I had notebooks and 
 08  things.
 09      Q.   Okay.  What was in those notebooks on that 
 10  committee meeting? 
 11      A.   Just the things that -- we had the national 
 12  standards.  We had the new standards, materials from 
 13  the new standards project.  That was also being worked 
 14  on at that time.  We had -- they would give us --  
 15  periodically gave us articles about curriculum and -- 
 16      Q.   Who?  TSI?
 17      A.   Right.
 18      Q.   TSSI?
 19      A.   Right.  
 20      Q.   Okay.  
 21      A.   And then we had all of our draft things in 
 22  there.  We went through several -- several drafts.
 23      Q.   So if someone would propose something, it 
 24  would be looked at and it would be drafted and it would 
 25  be circulated to the committee members?
0058
 01      A.   Yes.
 02      Q.   And then you'd get together and discuss it?
 03      A.   Yes.
 04      Q.   Redraft it?
 05      A.   It was also -- we also had a draft that we 
 06  sent out to all school districts and asked for comments 
 07  back from all the school districts.  And we had all of 
 08  those comment sheets that we went through for every one 
 09  and considered all the comments that were made.
 10      Q.   Okay.  What did the TEKS replace?  Was there 
 11  something in place before the TEKS?
 12      A.   Essential elements.
 13      Q.   And the essential elements were also mandated 
 14  by the state legislature?
 15      A.   Yes.  It's basically the same thing as the 
 16  TEKS.
 17      Q.   And then there was this effort by this 
 18  committee with TSSI to get into the TEKS, which is 
 19  Texas Essential Knowledge and Skills?
 20      A.   Yes.
 21      Q.   That's different than the essential elements?
 22      A.   Same idea, just -- they were organized a 
 23  little differently, but the same idea.
 24      Q.   Did you participate in the development of the 
 25  essential elements?
0059
 01      A.   Yes, I did.
 02      Q.   So you were on that committee too?
 03      A.   I've been around for a long time.
 04      Q.   And did that committee -- who sponsored that 
 05  committee?
 06      A.   That one was TEA.
 07      Q.   TEA?
 08      A.   Yes.
 09      Q.   Okay.  And do you recall about what year it 
 10  was that you worked on the TEA committee to develop 
 11  essential elements in math?
 12      A.   No, I don't.
 13      Q.   Okay.  How long had the essential elements 
 14  been around before the TEKS came in?
 15      A.   Well, we had gone through -- they were 
 16  originally developed, and then there was a revision.  
 17  So they were probably -- probably around ten years 
 18  maybe.  It's been around for a while.
 19      Q.   And when were the TEKS actually approved?
 20      A.   I don't remember the date.
 21      Q.   Do you remember the year or approximate year?
 22      A.   A couple of years ago.  It's been -- they gave 
 23  us a year to kind of move from the essential elements 
 24  to the TEKS.  And then we had to be with the TEKS 
 25  totally.  And our TAAS test was still kind of in a 
0060
 01  transition period, so it hasn't been a real clean 
 02  move -- we stopped here one year and started here the 
 03  next year.
 04      Q.   So at some point the -- and I'm only concerned 
 05  about your committee in the middle school math.  I'm 
 06  not concerned about senior algebra or calculus or 
 07  anything.  
 08      A.   Okay. 
 09      Q.   So at some point, the TEKS for middle school 
 10  math were developed and approved by the TSSI committee 
 11  that you served on, and were distributed to the school 
 12  districts with the instruction of, this is what the new 
 13  minimum guidelines are going to be?
 14      A.   Not exactly, in that we did not distribute 
 15  those.  Those had to go to the state school board 
 16  first --
 17      Q.   And then they approved -- 
 18      A.   -- for approval --  
 19      Q.   -- them and distributed those?
 20      A.   -- and then the Texas Education Agency 
 21  distributes those. 
 22      Q.   Okay.  And so then it came back to you from 
 23  the TEA and you said, hmm, this looks familiar?
 24      A.   Yes.
 25      Q.   Right, because you served on the committee?
0061
 01      A.   Right.
 02      Q.   Okay.  And do you know about when those TEKS 
 03  went out for -- were finally adopted -- the year they 
 04  were finally adopted or the year that you started 
 05  looking at them for purposes of implementation in the 
 06  District?
 07      A.   No.  I think it's been about -- I think it's 
 08  been about three years that we'd been working on them.
 09      Q.   Okay.  Now, at any point during this process 
 10  of the TEKS and the essential element and the CMP 
 11  program that you were adopting and so forth, did the 
 12  TEA ever do a textbook review on the proposed connected 
 13  math textbook?
 14      A.   Texas Education Agency does a textbook review 
 15  for all the textbooks that are up for adoption.
 16      Q.   Did they do a textbook review for purposes of 
 17  any text that you were using for math in the middle 
 18  schools in the Plano Independent School District 
 19  concerning connected math?
 20      A.   They did a textbook review of all the 
 21  textbooks that were up, and connected math was one of 
 22  them that was up for review.
 23      Q.   So the answer is, yes, they did?  
 24      A.   They did a review of that book.
 25      Q.   And in that review of that book, do you recall 
0062
 01  what the conclusion was?
 02      A.   Yes.
 03      Q.   What was the conclusion?
 04      A.   They concluded that the TEKS were not at the 
 05  grade level where they were specified, that there was 
 06  some missing at the grade levels.
 07      Q.   The textbooks?
 08      A.   Yes.
 09      Q.   Were those textbooks that you were using at 
 10  that time in the District?
 11      A.   I'm not sure what you're asking me. 
 12      Q.   The textbooks that the TEA reviewed and found 
 13  did not meet the requirements, the minimum state 
 14  requirements, were you using those in the school 
 15  district at that time?
 16      A.   We were doing the pilot, yes.
 17      Q.   That's what I'm asking.
 18      A.   We were using them at the four -- the four 
 19  pilot schools.
 20      Q.   So would I be correct, then, that the 
 21  textbooks that the school district was using at the 
 22  four pilot programs to teach connected math, when 
 23  reviewed by the state agency responsible for textbook 
 24  review, that agency concluded those textbooks did not 
 25  comply with the minimum requirements?
0063
 01      A.   Well, at that time, the -- we were not using 
 02  the TEKS at that time.  And we had not adopted that 
 03  particular textbook.  It was just a pilot textbook, 
 04  so...
 05      Q.   Well, it was a pilot textbook, though?
 06      A.   Right.
 07      Q.   And you were using it for that purpose, 
 08  weren't you?
 09      A.   Yes.
 10      Q.   And there were middle school students at four 
 11  of your middle schools that were using that textbook?
 12      A.   Yes.
 13      Q.   And although it hadn't been officially adopted 
 14  by the school board, it was in use?
 15      A.   We were using it.
 16      Q.   And it talked about connected math; is that 
 17  right?
 18      A.   Yes.
 19      Q.   And the report that came out from the Texas 
 20  Education Agency said it didn't meet the minimum 
 21  requirements?
 22      A.   That's correct.
 23      Q.   Did you know that?
 24      A.   Sure, but that's not our curriculum.
 25      Q.   It was your curriculum for the pilot, wasn't 
0064
 01  it?
 02      A.   It's only a part of the curriculum.  
 03      Q.   Well, you -- 
 04      A.   The textbook is not the entire curriculum.
 05      Q.   But you knew that that textbook that you were 
 06  using for the curriculum on connected math for your 
 07  pilot program did not meet the state minimum 
 08  requirements, didn't you?
 09      A.   It doesn't have to.
 10      Q.   I said, did you know that it didn't meet the 
 11  state minimum requirements?  
 12                MR. CRAWFORD:  Objection, asked and 
 13  answered.
 14      A.   I said it doesn't have to.
 15      Q.   I didn't ask you -- 
 16      A.   You have to cover the Texas Essential 
 17  Knowledge and Skills in your classroom during the year  
 18  that it says you're supposed to cover them.  And you 
 19  are allowed to cover them however you wish and use 
 20  whatever materials you wish, as long as you cover them.  
 21  So that's one of the materials that we used.  It 
 22  doesn't have to have all of the TEKS in it.
 23      Q.   I'm not going to argue with you about what's 
 24  required or not required.  My only question was, did 
 25  you know that that particular textbook that you were 
0065
 01  using in the pilot programs at the four middle schools 
 02  on connected math had been reviewed by the agency 
 03  responsible for review at the state level, and that 
 04  they had concluded it did not comply with the minimum 
 05  requirements?
 06                MR. CRAWFORD:  Objection, asked and 
 07  answered.  
 08      A.   Yes, I believe I answered you and told you 
 09  that that was only a part of the curriculum that we 
 10  were doing and, yes, we were covering all the Texas 
 11  Essential Knowledge and Skills.
 12      Q.   That wasn't my question.  Listen to my 
 13  question.
 14      A.   I'm listening.  
 15      Q.   I'm only asking about your knowledge.  I'm not 
 16  asking for you to tell me about your whole curriculum.  
 17  I'm asking about the textbook.
 18      A.   But the textbook doesn't really --
 19      Q.   I didn't ask that question.
 20      A.   It doesn't matter.  It's the curriculum that 
 21  you teach that matters.  
 22      Q.   I'm asking about your knowledge of a review by 
 23  the Texas Education Agency of a textbook.  That's all 
 24  I'm asking.
 25      A.   Sure.
0066
 01      Q.   Did you know that the textbook that you were 
 02  using for the pilot program at the middle schools on 
 03  connected math had been reviewed by the Texas Education 
 04  Agency, and that the agency's committee had concluded 
 05  that that textbook did not meet the essential skills 
 06  and the minimum requirements?
 07                MR. CRAWFORD:  Objection, asked and 
 08  answered.
 09      A.   And that's why we supplemented with other 
 10  materials.  
 11      Q.   I only asked yes or no?  Did you or did you 
 12  not know that?
 13      A.   Yes, and that's why we --  
 14      Q.   Fine. 
 15      A.   -- supplemented -- 
 16      Q.   All you've got to do is answer my question.  
 17  Yes, I knew that.  
 18      A.   I tried.
 19      Q.   If you'll just listen to the question and 
 20  answer my question, we won't have to repeat it.
 21      A.   Good.  I'm listening.
 22      Q.   When did you learn that the textbook on 
 23  connected math that you were using in the pilot 
 24  programs had been reviewed by the state agency and did 
 25  not meet the minimum requirements?
0067
 01      A.   Whenever the state sent out that report.  And 
 02  I don't know what date that was.
 03      Q.   Was it a published report?
 04      A.   Sure.
 05      Q.   Did you have a copy of it?
 06      A.   Yes.
 07      Q.   And so you knew the specifics of the report 
 08  that the agency had said did not meet the minimum 
 09  requirements?
 10                MR. CRAWFORD:  Objection to form. 
 11  Misstates the evidence.
 12      Q.   How long was the report?
 13      A.   It's -- I don't know -- several pages long.  
 14  There's one for each grade level.
 15      Q.   Okay.
 16      A.   Maybe 20 pages.  I don't really know.
 17      Q.   Did you serve on the committee that reviewed 
 18  that textbook for the TEA?
 19      A.   No, I did not.
 20      Q.   Are there committees that review textbooks for 
 21  TEA?
 22      A.   Yes.
 23      Q.   And if it deals with the area of math, do you 
 24  generally get those textbook reviews from the TEA?
 25      A.   No, not usually.
0068
 01      Q.   Can you ask the TEA for any of their reviews 
 02  if you choose to?
 03      A.   Yes, I can.
 04      Q.   And how did you come to get a copy of the 
 05  Texas Education Agency's review of your connected math 
 06  textbook?
 07      A.   I don't remember.  I don't remember how I got 
 08  it.
 09      Q.   Did someone bring it to your attention?
 10      A.   I'm thinking Susan Sarhady gave it to me, but 
 11  I'm not really sure.
 12      Q.   Now, your pilot program, as I understand it 
 13  from Ms. Brooks, went over a period of about three 
 14  years; is that right?
 15      A.   That's correct.
 16      Q.   And for how many years had you been using this 
 17  connected math textbook that I'm asking you about in 
 18  your pilot program?  Had you been using it for all 
 19  three years?
 20      A.   Yes.
 21      Q.   Okay.  Did you continue to use that textbook 
 22  after you knew that the textbook had been reviewed by 
 23  the Texas Education Agency and had not -- and under 
 24  their review had not met the minimum requirements?
 25      A.   Well, as I said before, sure, that was not 
0069
 01  part of our -- that's only a small part of the 
 02  curriculum, so it didn't matter.
 03      Q.   My question is, did you or did you not 
 04  continue to use it?  
 05      A.   Sure.
 06      Q.   Did you inform anybody in the administration 
 07  that the textbook that was being used for connected 
 08  math in the pilot program had been reviewed by the 
 09  Texas Education Agency, and it had found that it did 
 10  not meet minimum requirements for the state?
 11                MR. CRAWFORD:  Objection to form.  
 12  Misstates the evidence.
 13      A.   See, I believe what you're saying when it 
 14  "does not meet minimum requirement," I -- can you 
 15  clarify that for me?
 16      Q.   Whatever the requirements were.  We talked 
 17  about that earlier.  You had either the Texas Essential 
 18  Skills or you had the TEKS or the essential skills.  
 19  But they reviewed it for, I guess, some standard?
 20      A.   What the state agency does is they review 
 21  those textbooks and they put them on a conforming or a 
 22  nonconforming list.  And the state allows you to adopt 
 23  books from the conforming or nonconforming list, and 
 24  they fund those textbooks fully.
 25      Q.   And my question was, you knew it was on the 
0070
 01  nonconforming list?
 02      A.   At that point, no list had come out, but 
 03  they -- we knew it was going to be on the nonconforming 
 04  list.
 05      Q.   And did you tell anybody in the administration 
 06  that the textbook that you were using in this pilot 
 07  program was on the nonconforming list -- or would be on 
 08  the nonconforming list?
 09      A.   I probably did, but I'm not sure.
 10      Q.   When went to the -- 
 11      A.   I'm sure that I discussed it with Ms. Brooks.
 12      Q.   When you went to the parents nights and all 
 13  these math nights that you had at all these schools, 
 14  did you take that report from the state agency and 
 15  distribute it to the parents?
 16      A.   Why would I do that?
 17      Q.   That's a good question.  Why would you tell 
 18  them that, right?
 19      A.   We discussed it at every meeting, and it did 
 20  come up at every meeting.  And we discussed with the 
 21  parents that we had looked very closely at the 
 22  essential knowledge and skills and made sure that our 
 23  curriculum was covering all of those essential 
 24  knowledge and skills.
 25      Q.   At some of these math nights, you had that 
0071
 01  textbook our there on the table, didn't you?
 02      A.   Sure.
 03      Q.   And did you have any literature next to the 
 04  textbook to be distributed to the parents that night 
 05  that told them that the Texas Education Agency had 
 06  reviewed this textbook and that it was nonconforming, 
 07  that it did not meet the minimum requirements?
 08                MR. CRAWFORD:  Objection to form.  
 09  Misstates the evidence.
 10      Q.   Did you tell them that?
 11                MR. CRAWFORD:  Same objection.
 12      A.   I believe you already asked me if we had 
 13  material out there, and I told you that we discussed it 
 14  at every meeting, that it was out there.
 15      Q.   That wasn't my question.
 16      A.   And, no, there was written materials.
 17      Q.   So you didn't take the Texas agency's report 
 18  to any of the parent meetings and you didn't distribute 
 19  it to the parents?
 20      A.   That would have been a tremendous expense 
 21  because the report is rather lengthy.
 22      Q.   My only question is, did you or didn't you?
 23      A.   I didn't see any reason to do that as long as 
 24  I informed them and they knew that it was on that 
 25  nonconform list.
0072
 01      Q.   Did you put any kind of a -- it wouldn't have 
 02  been expensive for you to put a label on that book that 
 03  said, this book will not conform to Texas minimum 
 04  requirements?  That wouldn't have been expensive, would 
 05  it?  
 06      A.   I didn't see any reason to do that -- 
 07      Q.   That wasn't my question. 
 08      A.   -- as long as we talked about it.  
 09      Q.   Would that have been expensive?
 10      A.   I don't imagine it would.
 11      Q.   Okay.  But you didn't do that either, did you?
 12      A.   I didn't see any reason to do that.  
 13      Q.   You laid the textbook out there for all the 
 14  parents to look at, but you didn't tell them that that 
 15  very textbook had not been approved on the conforming 
 16  list of the state, did you?
 17                MR. CRAWFORD:  Objection, misstates his 
 18  prior testimony.
 19      Q.   Isn't that true?
 20                MR. CRAWFORD:  Same objection.
 21      Q.   You need to answer the question.
 22      A.   I said that what we did is we discussed it at 
 23  every meeting.  It came up at every meeting.  And, yes, 
 24  we did let them know that it was on the nonconforming 
 25  list.  And we also let them know that we had checked 
0073
 01  the essential knowledge and skills and made sure that 
 02  we were covering all of them in the curriculum.
 03      Q.   That's what you were telling the parents at 
 04  all these meetings?  
 05      A.   Sure.
 06      Q.   The connected math program that you piloted 
 07  here in Plano had been used in other school districts 
 08  across the country prior to the time that you piloted 
 09  it here in Plano; isn't that true?
 10      A.   Yes.
 11      Q.   Did you contact your counterparts in other 
 12  school districts to determine how the program had 
 13  worked in their districts prior to the time that you 
 14  recommended piloting that program here?
 15      A.   Yes, I did.
 16      Q.   Did you contact anybody from Palo Alto?
 17      A.   Not before.  I contacted them after.
 18      Q.   Is it true that you became aware at some point 
 19  that in Palo Alto there was a big controversy about 
 20  connected math?  
 21      A.   Yes.
 22      Q.   How did you become aware of that?
 23      A.   I believe that at one of the parents nights, 
 24  the parents had asked about it.  And it was also on the 
 25  Mathematically Correct Web site, which I had -- which I 
0074
 01  did notice.
 02      Q.   And what did you learn about the controversy 
 03  at Palo Alto?
 04      A.   That there was a group of parents there that 
 05  were objecting to the program.
 06      Q.   And did you learn that there had been a lot of 
 07  dissension and bitterness about the program?
 08      A.   I don't know what you mean by a lot.  I did 
 09  talk to the people out there, and they said it was a 
 10  very small group.  So I don't know what you consider a 
 11  lot.
 12      Q.   It was a big issue in one of the elections out 
 13  there, wasn't it?
 14      A.   It was.
 15      Q.   And they told you that, didn't they?
 16      A.   They did.
 17      Q.   And they told you that there were a lot of 
 18  parents in Palo Alto that opposed the program because 
 19  it didn't teach math?
 20      A.   No, they did not say that.
 21      Q.   Now, you said that there's a Web site out 
 22  there, Mathematically Correct, that has a lot of 
 23  information about programs like connected math?
 24      A.   It doesn't have a lot of information about 
 25  programs like connected math.  It doesn't have a lot of 
0075
 01  information that I could tell.
 02      Q.   What is the URL on that?  
 03      A.   I don't know.
 04      Q.   Do you know what the Web site address is?
 05      A.   No.
 06      Q.   Have you downloaded that Web site?
 07      A.   Downloaded it?
 08      Q.   Yes.
 09      A.   No.
 10      Q.   Printed it off?
 11      A.   (Moving head side to side.) 
 12      Q.   Have you printed off the Web site to your 
 13  hard drive?
 14      A.   No.
 15      Q.   When did you first become aware that there 
 16  were parents in the Plano Independent School District 
 17  who were concerned about the school district's use of 
 18  connected math in the middle schools?
 19      A.   It was after the -- I believe it was after the 
 20  second year.  And Mrs. Jenkins called me and asked me 
 21  if I would come to an information meeting during the 
 22  summer.
 23      Q.   What summer was that?  1998?
 24      A.   I'm not really -- I guess that would be '98, 
 25  yeah.  
0076
 01      Q.   Sometime in -- 
 02      A.   It was after the -- after the second year of 
 03  the pilot.
 04      Q.   So sometime in June of that year?
 05      A.   I think the meeting was -- I'm not really 
 06  sure.  It was during the summer.  That's all I 
 07  remember.
 08      Q.   Where was the meeting at?
 09      A.   It was at a library, Haggard Library over by 
 10  Williams.
 11      Q.   I'm sorry.  The what library?
 12      A.   The library over by Williams High School.
 13      Q.   Is that a public library?
 14      A.   Uh-huh.
 15      Q.   You need to answer with words.
 16      A.   Yes.
 17      Q.   A city library?
 18      A.   Yes.
 19      Q.   Next to Wilson?
 20      A.   Williams --
 21      Q.   Williams?
 22      A.   -- High school.
 23      Q.   Did you go to the meeting?
 24      A.   I did.
 25      Q.   And who do you recall being at that meeting?
0077
 01      A.   Mrs. Jenkins.
 02      Q.   She's one of the Plaintiffs in this case?
 03      A.   Yes.  Mr. Mills, and I was there.  Ms. Brooks 
 04  was there.  Several of my teachers were there, and a 
 05  group of parents.
 06      Q.   How many parents, approximately?
 07      A.   Oh, I don't know.  Maybe 50.
 08      Q.   50?
 09      A.   I'm not really sure.
 10      Q.   Who monitored -- who moderated the meeting?
 11      A.   Mr. Mills.
 12      Q.   Who is Mr. Mills?
 13      A.   He's just a parent in the district.  He was on 
 14  the school board.
 15      Q.   So he's a previous school board member?
 16      A.   Yes.
 17      Q.   Tell me what you recall about the meeting.
 18      A.   I don't recall a lot.  I gave some information 
 19  about the program and then -- 
 20      Q.   What program?
 21      A.   About the connected math program.
 22      Q.   Okay.  So the subject matter of the meeting 
 23  was connected math?
 24      A.   Yes.
 25      Q.   Okay.  Go ahead.
0078
 01      A.   And then I don't remember what else.  There 
 02  was another speaker that spoke against the program, and 
 03  then there was a question and answer session.  And my 
 04  teachers answered most of the questions.  I didn't say 
 05  much else.
 06      Q.   This meeting was not organized by the school 
 07  district, was it?
 08      A.   No, it was not.
 09      Q.   It was organized by a group of parents?
 10      A.   Yes.
 11      Q.   Okay.  And you were an invited guest to come 
 12  and speak?
 13      A.   Yes.
 14      Q.   Did they give you an opportunity to talk?
 15      A.   Uh-huh.
 16      Q.   I'm sorry?
 17      A.   Yes, they did.
 18      Q.   Did they give you an opportunity to distribute 
 19  any literature that you wanted to distribute to the 
 20  parents?
 21      A.   I didn't have any literature.
 22      Q.   But no one said you couldn't distribute 
 23  anything, did they?
 24      A.   I didn't ask.
 25      Q.   Okay.  Didn't take anything; didn't ask?
0079
 01      A.   No.
 02      Q.   Okay.  The people who spoke, the parents who 
 03  spoke, did they speak against the program?  You said  
 04  there was one person that spoke against the program.  
 05  Were most --
 06      A.   Yes.
 07      Q.   -- of the parents there speaking against the 
 08  program?
 09      A.   I think so, as I recall.  I'm not real sure.  
 10  I don't remember.  As I recall, most of them were.
 11      Q.   Okay.  And other than Mr. Mills and Mrs. 
 12  Jenkins, did you know any of the parents there?
 13      A.   No.
 14      Q.   Okay.  Did you talk to any of the parents 
 15  there?
 16      A.   No.
 17      Q.   Did anyone tell you, you couldn't talk to any 
 18  of the parents there?
 19      A.   No.
 20      Q.   All right.  Approximately how long did the 
 21  meeting last?
 22      A.   Gosh, an hour and a half maybe.
 23      Q.   And this was a meeting of parents of middle 
 24  school children who had been in the program, the 
 25  connected math program?
0080
 01      A.   There would be no way for me to know that.
 02      Q.   You don't know that one way or another?
 03      A.   No.  
 04      Q.   They could have been just questioning and 
 05  concerned about it or they may have had their children 
 06  in it and so forth?
 07      A.   Yeah.  I have no way of knowing.
 08      Q.   Would anyone deny you the right to take the 
 09  podium and to speak to the group?
 10      A.   I did speak to the group.
 11      Q.   You did speak to the group?
 12      A.   Yes.  
 13      Q.   Oh, okay.  So you -- 
 14      A.   They invited me to speak to the group.
 15      Q.   They invited you to speak?
 16      A.   Yes.
 17      Q.   So you were given the floor to get up in front 
 18  of the group and to speak on the connected math program 
 19  to the parents and to say whatever you wanted to say?
 20      A.   They invited me to that meeting.
 21      Q.   Okay.  Now, what did you tell the parents that 
 22  night?
 23      A.   I just gave them information about the 
 24  program, told them where it had come from and... 
 25      Q.   Did you tell them what the school district had 
0081
 01  been doing on the program?
 02      A.   I really don't remember what -- you know, I 
 03  just remember talking about the program.  I don't 
 04  remember whether we discussed the pilot or...
 05      Q.   By the way, before I forget this, because this 
 06  is a question I want you to answer --
 07      A.   Uh-huh.
 08      Q.   -- you talked about TSSI earlier --
 09      A.   Yes.
 10      Q.   -- and they had federal funding --
 11      A.   Yes.  
 12      Q.   -- for doing what they were doing.  Did TSSI 
 13  or anyone else give any grants to the Plano Independent 
 14  School District for the connected math program?
 15      A.   TSSI did not give a grant.
 16      Q.   Who did?
 17      A.   Michigan State gave a grant to the -- to the 
 18  TSSI.
 19      Q.   And did Michigan State, to your knowledge and 
 20  understanding, get that money from the National Science 
 21  Foundation or from the federal government?
 22      A.   National Science Foundation, I believe.
 23      Q.   Gave them the money?
 24      A.   Yes.
 25      Q.   And then Michigan State then gave that money 
0082
 01  to TSSI?
 02      A.   Yes.
 03      Q.   Was this because of what Plano had implemented 
 04  or was it across the state?
 05      A.   The way it had worked is, when we went for the 
 06  weekend, they had grants available that you could apply 
 07  for if you wanted to pilot the program.  So -- 
 08      Q.   And you're talking about when you and Donna 
 09  first went up there?
 10      A.   Yes.
 11      Q.   Now, did they pay your way up there?
 12      A.   No.  
 13      Q.   The school district did?
 14      A.   I believe so.  I really don't remember.
 15      Q.   Okay.  And when you got up there, they told 
 16  you about grants that were available if you wanted to 
 17  pilot the program?
 18      A.   Yes.
 19      Q.   What did they tell you about those -- about 
 20  the money that was available?
 21      A.   Not a whole lot.  Just that there were grants 
 22  available.
 23      Q.   And did the school districts have to complete 
 24  those grants and submit those?
 25      A.   No.
0083
 01      Q.   So if you decided to pilot the program, there 
 02  would be money available for piloting that program?
 03      A.   If you applied for a grant.
 04      Q.   Okay.  Did Plano apply for a grant?
 05      A.   We did not.  What we did is, we went together 
 06  with seven other school districts in the state -- or 
 07  there were seven of us altogether -- and the Texas 
 08  Statewide Systemic Initiative applied for the grant.
 09      Q.   Who were the seven other school districts?
 10      A.   If I can remember correctly it was North 
 11  Lamar, Austin, El Paso, Lubbock, Region 1 -- and is 
 12  that seven?  How many have I got?
 13      Q.   Five.
 14      A.   Who am I leaving out.
 15      Q.   Plano is on there, so that's six.
 16      A.   That's six.  Oh, Corpus Christi.
 17      Q.   So these seven school districts worked with 
 18  TSSI to apply for a grant to receive federal funds to 
 19  support this program?
 20      A.   The TSSI applied for the grant.
 21      Q.   Because of the seven school districts that 
 22  agreed to pilot the program?
 23      A.   Yes.
 24      Q.   You had to have somebody agree to pilot the 
 25  program?
0084
 01      A.   Right.
 02      Q.   How much did TSSI get in that grant?
 03      A.   I don't know.  
 04      Q.   How much did the Plano Independent School 
 05  District get as a portion of that grant?
 06      A.   We didn't get any money from that.
 07      Q.   Where did the money go?
 08      A.   The money went for training.
 09      Q.   To who?
 10      A.   For the teachers in the seven school 
 11  districts.  So we had training each summer that we did 
 12  the program.  And the Texas Statewide Systemic 
 13  Initiative paid for all of that training.
 14      Q.   So all of your teachers in the Plano 
 15  Independent School District that went down to Austin 
 16  for training, their expenses were paid?
 17      A.   Right.
 18      Q.   How about materials?  Was that paid?
 19      A.   No.
 20      Q.   Reimbursement for classroom materials?
 21      A.   No.
 22      Q.   How about textbooks?
 23      A.   No.
 24      Q.   How many teachers did you have going down to 
 25  TSSI for training on connected math?
0085
 01      A.   I don't remember exactly, but the first year 
 02  we probably had -- probably had around 12, because we 
 03  took all of the teachers from 6th grade at each of 
 04  those schools, so...
 05      Q.   At each of the four schools?
 06      A.   Each of the four schools.  And we have --  
 07  usually have about three.
 08      Q.   And did they go to Austin for the training?
 09      A.   Yes.
 10      Q.   And who sponsored the training?
 11      A.   The Texas Statewide Systemic Initiative.
 12      Q.   So it was at their offices down at the 
 13  University of Texas?
 14      A.   It was at the Lakeway Conference Center.
 15      Q.   Not bad.
 16      A.   It was nice, yes.
 17      Q.   How long did the training last?
 18      A.   A week.
 19      Q.   A week, okay.  Basically all day, five days?
 20      A.   It was a little more than five days.  They 
 21  went on -- I'm thinking we started on Sunday.  We 
 22  started Sunday afternoon, if I remember correctly, and 
 23  they went through Saturday -- the next Saturday at 
 24  noon.
 25      Q.   Now, this was all during the time that you 
0086
 01  were doing the pilot program, right?
 02      A.   That first training was before we started the 
 03  pilot, just to get them ready to start that first year.
 04      Q.   So that would have been the summer of 1996?
 05      A.   Yeah, about there.
 06      Q.   And you had your 12 teachers of math in your 
 07  four middle schools that went down for that training?
 08      A.   Yes.  
 09      Q.   Okay.  
 10      A.   And we also took -- that very first summer 
 11  they also invited the principals to come.
 12      Q.   Okay.  Did you go down?
 13      A.   Yes.
 14      Q.   So you also went through the training?
 15      A.   Yes.  
 16      Q.   Now, you said the TSSI sponsored it.  I mean, 
 17  they were the host and paid for the expenses and paid 
 18  for the Lakeway Conference Center and the --
 19      A.   Yes.
 20      Q.   -- food and travel and that kind of thing?
 21      A.   Yes.
 22      Q.   But who actually did the training?
 23      A.   Teachers from Michigan who came down who had 
 24  been teaching the program.
 25      Q.   From the university or from public schools?
0087
 01      A.   Public schools.
 02      Q.   Okay.  Anybody else?
 03      A.   I believe some of the university people were 
 04  there that summer too.  I believe Bill Fitzgerald came 
 05  down.  I believe he was there.  I don't remember if 
 06  anybody else was or not.
 07      Q.   Now, I assume that the other school districts 
 08  in the state of Texas who were participating in the 
 09  pilot program also sent their teachers, principals, 
 10  administrators --
 11      A.   Yes.  
 12      Q.   -- for training?  So what did you have, what, 
 13  150, 200 people there?  
 14      A.   Yes, about that.
 15      Q.   And then TSSI picked up the bill on the whole 
 16  thing?
 17      A.   Yes.
 18      Q.   And it's your understanding they got that 
 19  money from the federal government?
 20      A.   No, from Michigan State.
 21      Q.   Michigan State, who got it from the federal 
 22  government?
 23      A.   Who got it from the National Science 
 24  Foundation.
 25      Q.   Oh, okay -- who got it from the federal 
0088
 01  government; is that your understanding?  You said 
 02  earlier that it was a federally-assisted or 
 03  federally-funded program.  I'm just wondering what the 
 04  basis of it is.
 05      A.   No.  I said that the TSSI was -- I thought was 
 06  federally funded.
 07      Q.   Okay.  So the school district -- the local 
 08  school districts weren't out any cost.  It was just the 
 09  teachers going down for this training?
 10      A.   No, I didn't say that either.  I -- we bought 
 11  the materials and we bought the textbooks.
 12      Q.   Okay.
 13      A.   So as far as training, no.  They paid for the 
 14  training for our teachers to come.
 15      Q.   What textbook were you using in your pilot 
 16  program on the CMP?  You said you bought the textbooks?
 17      A.   The CMP textbooks?
 18      Q.   Right.  What textbooks did you use?
 19      A.   Well, there's -- there's a -- the connected 
 20  math program comes in a series of books.  There are 
 21  eight -- eight units at each grade level.  And we 
 22  bought six of those units for 6th grade, and we bought 
 23  six of them for 7th and six of them for 8th.
 24      Q.   Okay.  And who publishes that textbook?
 25      A.   At the present time --
0089
 01      Q.   At the time -- 
 02      A.   -- or when we bought it?
 03      Q.   At the time you were doing the pilot.
 04      A.   It was in a transition at this point.  It was 
 05  originally published by Dale Seymour.  Then Dale 
 06  Seymour was purchased by Addison-Westley, and 
 07  Addison-Westley -- when we -- I don't remember whether 
 08  we bought the first materials from Dale Seymour or 
 09  whether it was from Addison-Westley.
 10      Q.   Okay.
 11      A.   Then Addison was bought by Scott Foresman, 
 12  which was bought by Prentice Hall.  So we now deal with 
 13  Prentice Hall.  
 14      Q.   The first year that you did the pilot 
 15  program, did you have textbooks for the students?
 16      A.   We had classroom sets of textbooks.
 17      Q.   What do you mean by classroom sets?
 18      A.   We had a set of 30 in the classroom.  We did 
 19  not have a book for each student to take home.
 20      Q.   And that would have been the 1996-'97 school 
 21  year?
 22      A.   Yes.
 23      Q.   So you only had 30 sets of the textbooks and 
 24  students couldn't take them home?
 25      A.   No.  We only had 30 sets per teacher or 30 
0090
 01  books per teacher.  Each teacher had their own class 
 02  set.
 03      Q.   Okay.  How about the '97-'98 school year?
 04      A.   We -- 
 05      Q.   How about -- 
 06      A.   -- had the class set --
 07      Q.   -- how did you get textbooks?
 08      A.   -- throughout the pilot.
 09      Q.   So you didn't have anything for the students 
 10  to take home?
 11      A.   Well, we had things for the students to take 
 12  home, but not -- 
 13      Q.   It wasn't a textbook.
 14      A.   -- textbooks.
 15      Q.   Okay.  
 16      A.   And students could take textbooks home if they 
 17  wanted to come and check them out after school and 
 18  bring them back the next morning.
 19      Q.   And your materials that you used:  handouts, 
 20  training aids, training materials, where did you 
 21  purchase those?
 22      A.   Handouts we did mostly ourselves.
 23      Q.   So they were developed here at the 
 24  administration offices?
 25      A.   Well, some of the things came out of the 
0091
 01  connected math books.  We would -- we duplicated all of 
 02  the homework assignments for the students so that they 
 03  did have those to take home.  
 04      Q.   Now, when you got to this parent meeting in 
 05  the summer of 1998, and you went into the meeting and 
 06  Mr. Mills began his discussion of what the meeting was 
 07  about, you had known from your conversation with 
 08  Mrs. Jenkins that there was going to be parents at the 
 09  meeting and that you were going to be discussing the 
 10  connected math program?
 11      A.   Yes, that was my understanding.  
 12      Q.   And that's the first time that you had any 
 13  indication that there were any parents in the District 
 14  who had questions or concerns or criticisms of the 
 15  connected math program; is that right?
 16      A.   Well, I wouldn't say didn't have questions.  
 17  We -- parents always had questions.  We had parent 
 18  nights at each of the pilot schools before we started 
 19  the program -- or in the fall when we initially started 
 20  the program, and they had the opportunity to ask 
 21  questions and we answered them at that time.  And we 
 22  did that each year in the pilot program.
 23      Q.   Let me ask the question this way.  The first 
 24  time that you became aware that there was a controversy 
 25  over connected math was in the summer of 1998; would 
0092
 01  that be true?
 02      A.   Yes.
 03      Q.   Okay.  And it's because of that parent meeting 
 04  that you went to when you heard parents who were 
 05  critical of the program?
 06      A.   Yes.
 07      Q.   Were there any -- now, in addition to you 
 08  speaking before the parents, were there any other 
 09  administrators or employees of the school district that 
 10  spoke to the parents' group?
 11      A.   Well, some -- they answered questions, but no 
 12  one -- no one spoke.
 13      Q.   Were you given -- 
 14      A.   If you're talking about got up and gave a 
 15  presentation like I did.
 16      Q.   Okay.  Yes, that's what I was asking.  Thank 
 17  you for the clarification.
 18      A.   Just me.  
 19      Q.   All right.  So you got up and made a -- took 
 20  the floor, stood in front of the group and made a 
 21  presentation of the program.  And then I assume you 
 22  took questions and answers?
 23      A.   I don't remember whether we had questions and 
 24  answers at that point or whether we waited until the 
 25  end.
0093
 01      Q.   Okay.  And then other teachers were there that 
 02  were part of the program?
 03      A.   Yes.
 04      Q.   Ms. Brooks was there.  Did Ms. Brooks speak?
 05      A.   She didn't speak.  I don't remember whether 
 06  she answered -- I don't think she answered any 
 07  questions.
 08      Q.   All right.  What next?  Did you have any 
 09  contact with any of the parents in the district that 
 10  were opposing the connected math program?
 11      A.   I don't remember.  I don't remember.
 12      Q.   Were there any other non-district sponsored 
 13  parent meetings that summer that you went to?
 14      A.   No.
 15      Q.   Did you have any telephone calls from any 
 16  parents prior to the start of school?
 17      A.   I probably did, but I don't remember.
 18      Q.   Any letters, anything sent to you questioning 
 19  or expressing concern about the connected math program 
 20  prior to the start of school?
 21      A.   I couldn't tell you whether they were before 
 22  the start of school or not.  You know, along the way we 
 23  did have some.  I would receive things from board 
 24  members occasionally that some parent had asked them 
 25  some questions, or I would receive -- you know, parents 
0094
 01  would call.  I don't know exactly when -- when that 
 02  would be.
 03      Q.   Now, at the beginning of the school year in 
 04  August of 1998, it's my understanding that there were a 
 05  series of parent meetings at some of the middle 
 06  schools; is that right?
 07      A.   Yes.
 08      Q.   And the purpose of these parent meetings was 
 09  to -- well, the subject matter was connected math; is 
 10  that correct?
 11      A.   Yes.
 12      Q.   Who made the decision about when these 
 13  meetings would go on and where they would go on?
 14      A.   About when they would be, I don't really 
 15  remember who made that decision.  The -- it was 
 16  suggested that the schools have them, and then I 
 17  believe the principals picked the dates of when they 
 18  were -- when they would have the meetings.
 19      Q.   And who suggested that they have them?
 20      A.   I don't remember.  I don't remember whether it 
 21  came from the cabinet or whether it came from the 
 22  school board.  I don't remember.
 23      Q.   Who is the cabinet?
 24      A.   I believe it consists of the superintendent 
 25  and the assistant superintendents.
0095
 01      Q.   But there was a meeting called and parents 
 02  were invited?
 03      A.   A meeting?  
 04      Q.   There were a series of meetings called at each 
 05  of these middle schools where the connected math 
 06  program was in pilot?
 07      A.   Yes.  Well, not only in pilot, we did them at 
 08  some of the other schools too.
 09      Q.   Where they weren't even in pilot?
 10      A.   Right.
 11      Q.   But it was couched as a parent-teacher math 
 12  night or something to that effect?
 13      A.   Yes.
 14      Q.   Let me ask you to look at some exhibits.  We 
 15  have exhibits in front of you and they're --
 16      A.   Okay.
 17      Q.   -- labeled.  Look at Exhibit 2, if you would, 
 18  for instance.  It should be in order in front of you --  
 19  Deposition Exhibit 2.
 20           This is an information sheet going out to 
 21  parents, informing them about the connected math 
 22  project.  It's something that you signed as secondary 
 23  mathematics coordinator; is that correct?
 24      A.   That's correct.  
 25      Q.   And this would be a typical type of 
0096
 01  information that would be distributed to the parents?
 02      A.   Yes.
 03      Q.   Intended for the parents to review; intended 
 04  to disseminate information to them about connected 
 05  math?
 06      A.   That's correct.
 07      Q.   Who prepared this letter, by the way?
 08      A.   The teachers in the pilot -- pilot schools 
 09  worked on it together.
 10      Q.   Did you review it?
 11      A.   I did.
 12      Q.   Okay.  And this was disseminated, it's my 
 13  understanding, by handing it to the students and asking 
 14  them to take it home to their parents in their 
 15  carry-home folders?
 16      A.   I don't know how it was disseminated.  
 17      Q.   Was that the way you understand it was 
 18  disseminated?
 19      A.   That's the way I understand, but I really -- I 
 20  don't know.
 21      Q.   Okay.  When you were preparing it, signing it, 
 22  and I assume somebody made copies of it, you understood 
 23  that it would be -- it was your understanding that's 
 24  how it was going to be disseminated?
 25      A.   I didn't have any understanding.  We just did 
0097
 01  them and said, they're available if you would like to 
 02  send them home -- however they wanted to do it.  
 03      Q.   Up to the principal?
 04      A.   Of the school, uh-huh.  
 05      Q.   Okay.  Exhibit 3, the next one over is another
 06  example, again, a document that you signed.  It was 
 07  disseminated and addressed to parent or guardian, 
 08  correct?
 09      A.   Yes.
 10      Q.   Okay.  Exhibit No. 4 is the same.  Exhibit 
 11  No. 5 is the same; is that correct?
 12      A.   Yes.
 13      Q.   These are all signed by you?
 14      A.   Right.
 15      Q.   Okay.  Exhibit No. 6 was signed by you?
 16      A.   Yes.  
 17      Q.   Exhibit No. 7; is that correct?
 18      A.   Yes.
 19      Q.   Okay.  And so look at Exhibit No. 8, if you 
 20  would.  This is an announcement of a math meeting in 
 21  1997; is that correct?
 22      A.   Yes.
 23      Q.   Okay.  And that's an example of something that 
 24  would be disseminated to the parents concerning the 
 25  connected math project?
0098
 01      A.   It was.
 02      Q.   This one says connected mathematics project on 
 03  it.
 04      A.   Yes.
 05      Q.   It also says that you will be the speaker.
 06      A.   Yes.
 07      Q.   Exhibit No. 9 was signed by you; is that 
 08  right?
 09      A.   Yes.
 10      Q.   Okay.  Exhibit No. 10 is an August 27th -- or 
 11  announcement of an August 27th meeting at Wilson Middle 
 12  School; is that right?
 13      A.   Yes.
 14      Q.   And a guest speaker would be yourself?
 15      A.   Yes.
 16      Q.   Okay.  So these are the types of information 
 17  that was disseminated out to the parents, encouraging 
 18  them to come to the meetings to get information about 
 19  connected mathematics; is that right?
 20      A.   Yes.
 21      Q.   And you intended for the parents to come, 
 22  didn't you?
 23      A.   We hoped so.
 24      Q.   And, I mean, your goal was to get as many of 
 25  them there as you could, right?
0099
 01      A.   Yes.
 02      Q.   Okay.  So that you'd have an opportunity to 
 03  give them information about the connected math program, 
 04  you'd have information to -- if you chose to, to 
 05  distribute information to them through literature.  If 
 06  you wanted to do that, you could do that, right?
 07      A.   We didn't intend to distribute any literature.  
 08  It was just an information night.
 09      Q.   About connected math?
 10      A.   Yes.
 11      Q.   Okay.  And you did it in the evening so it 
 12  didn't interrupt school?
 13      A.   (Moving head up and down.)
 14      Q.   Is that right?
 15      A.   Well, it wasn't so it didn't interrupt school.  
 16  It was so the parents could come.  Most of them work.  
 17  It's a little hard for them to get away during the day.
 18      Q.   Okay.  Now, you attended most of these parent 
 19  meetings; is that correct?
 20      A.   Most, yes.
 21      Q.   And would it be fair, Doctor, to say -- and I 
 22  don't want to go over exactly what you said to each 
 23  parent group -- but let me ask you, would it be fair, 
 24  let's say, in August of 1998 when you were attending 
 25  these meetings that you were there as a spokesman for 
0100
 01  the District?  
 02      A.   Some meetings I was; some I was not.
 03      Q.   Okay.  But either yourself or someone in the 
 04  mathematics department or some of your teachers 
 05  would -- who had been through the training program were 
 06  there as spokespersons for the District?
 07      A.   Yes.
 08      Q.   And would it be fair to say that you and the 
 09  other speakers at these meetings were speaking in favor 
 10  of the connected mathematics project?
 11      A.   No.  We simply wanted to give information 
 12  about the program.
 13      Q.   Did you ever -- 
 14      A.   That was the intent.
 15      Q.   Okay.  Did you ever go to any of the parents 
 16  meetings and encourage them, for instance, to contact 
 17  their school board member about the project because you 
 18  didn't think it was a good project?
 19      A.   I don't remember ever encouraging them to do 
 20  that.
 21      Q.   All right.  You pretty well thought it was a 
 22  good project, didn't you?
 23      A.   Oh, sure.
 24      Q.   Okay.  I mean, you had brought the project 
 25  into the school district.  You had encouraged the 
0101
 01  project.  You had been involved in the training.  You 
 02  had taken teachers down to Austin to get training.  You 
 03  wouldn't have done that if you didn't believe in the 
 04  project, would you?
 05      A.   No, I wouldn't.
 06      Q.   So you believed in the project?
 07      A.   Well, I thought it was a good project, yes.
 08      Q.   And you believed in the materials and in the 
 09  textbook and in what the connected math project had to 
 10  offer to the students, didn't you?
 11      A.   Yes.
 12      Q.   And you expressed that belief in what you were 
 13  telling the parents that night, didn't you?
 14      A.   No.  What we did at those parent meetings was 
 15  to just give them information about the program.
 16      Q.   If you were asked a question about, well, 
 17  Doctor, is this a good program for our kids, you would 
 18  have responded positively to that, wouldn't you?
 19      A.   Yes.
 20      Q.   The purpose of your meeting and the purpose of 
 21  what you were saying was not to be critical of what you 
 22  were promoting in the school, was it?
 23      A.   We were not trying to promote one thing or 
 24  another, and we were not trying to be critical of one 
 25  thing or another.  The point of those meetings was just 
0102
 01  to give information.
 02      Q.   Okay.  And it was to inform the parents of 
 03  what the connected math program was, and this is what 
 04  we've chosen to do, and we're going to do this the next 
 05  year, right?
 06      A.   No, we didn't say that.  What we told them was 
 07  that we were piloting the program.
 08      Q.   Okay.  And piloting means a -- kind of a test 
 09  of the program?
 10      A.   Yes.
 11      Q.   Okay.  And so you were going to test the 
 12  program to see how the program worked, right?
 13      A.   Yes.
 14      Q.   And if you concluded that the program worked 
 15  well, you were going to promote that program throughout 
 16  all of the other middle schools, right?
 17      A.   No, that is not my job.  What we did was to 
 18  run the pilot.  Then it's up to the teachers to make 
 19  that decision.
 20      Q.   But at some point, a recommendation is made to 
 21  the superintendent?
 22      A.   Yes, it is.
 23      Q.   And you're in that chain of command, aren't 
 24  you?
 25      A.   No.
0103
 01      Q.   Aren't you part of the -- aren't you one of 
 02  the people who would participate in deciding whether or 
 03  not to recommend to the superintendent that this 
 04  program be implemented district-wide?
 05      A.   No.
 06      Q.   You were the person responsible for initiating 
 07  the program into the school district?
 08      A.   Yes.
 09      Q.   And you certainly wanted to see the pilot 
 10  program work?
 11      A.   I didn't -- not one way or another.  That's 
 12  why we did a pilot, so that we would know whether or 
 13  not it was a good program, whether it worked.
 14      Q.   Now, at any of these parent meetings, did you 
 15  go to the Mathematically Correct Web site and pull down 
 16  any information about connected math and disseminate 
 17  that.
 18      A.   At these meetings?
 19      Q.   Yes.
 20      A.   I didn't pull out any Web sites at any of the 
 21  meetings.  
 22      Q.   Did you ever disseminate information at any of 
 23  these meetings to the parents about the experience of 
 24  other school districts who had used connected math?
 25      A.   No.
0104
 01      Q.   Did you ever disseminate any information that 
 02  was critical of connected math to any of the parents?
 03      A.   No.
 04      Q.   Did you ever disseminate any information that 
 05  called into question whether or not the connected math 
 06  materials, textbooks, or program complied with the 
 07  TEKS?
 08      A.   I thought you already asked me that question.  
 09  You asked me if I had disseminated those handouts from 
 10  TEA.
 11      Q.   No, no.  I'm asking did you -- and when you're 
 12  speaking to the parents, when you're talking to the 
 13  parents, were you critical of the connected math 
 14  program?
 15      A.   No.
 16      Q.   Okay.  Now, it would be fair to say, wouldn't 
 17  it, that if you didn't like the program, that you would 
 18  not have continued to try to see the pilot work at the 
 19  school, that you would have expressed opposition to it?
 20      A.   If I thought it was not working or I didn't 
 21  think it was?
 22      Q.   Yes, sir.
 23      A.   That's correct.
 24      Q.   You would have expressed opposition --
 25      A.   Yes.
0105
 01      Q.   -- at some level; is that right?
 02      A.   Yes.
 03      Q.   And you never expressed any opposition at any 
 04  level to the program, did you?
 05      A.   No.
 06      Q.   To your superiors and in your administration 
 07  meetings and in your parent meetings, you were never in 
 08  opposition to the connected math program, were you?
 09      A.   No.
 10      Q.   Is that true?
 11      A.   Yes.
 12                (Exhibit No. 65 marked.)
 13      Q.   Let me hand you Exhibit 65, and ask you to 
 14  take a look at that.  I believe Exhibit 65 is an 
 15  affidavit that you filed in this case; is that correct?
 16      A.   Yes.
 17      Q.   And let me refer you to the last page.  
 18  There's a page missing here.  The last page has your 
 19  signature on it?
 20      A.   Yes.
 21      Q.   And there's a -- page 3 is missing out of my 
 22  copy.  Is it in your copy?  I don't know if it is or 
 23  not.
 24      A.   I don't see numbers on the pages.  Oh -- 
 25  no 3.
0106
 01      Q.   Page 3 is missing, okay.  I'll substitute the 
 02  full affidavit.  I don't think there's any dispute on 
 03  the record about that.
 04           But you indicate that, in paragraph 6, that on 
 05  August the 25th -- this is on page 4 -- that you 
 06  attended a meeting at the Haggard Middle School?
 07      A.   Yes.
 08      Q.   Is that correct?
 09      A.   I did.
 10      Q.   All right.  You also indicated in your 
 11  affidavit that one of the Plaintiffs in this case, 
 12  Mr. Kirke, brought some materials to the meeting and 
 13  that he placed those materials on a table or -- some 
 14  kind of a table; is that right?
 15      A.   Yes.
 16      Q.   Okay.  Did you see Mr. Kirke's materials on 
 17  that table that night?
 18      A.   He showed them to me.
 19      Q.   Oh, he did?
 20      A.   Yes.  
 21      Q.   Okay.  
 22      A.   That night.
 23      Q.   So tell me, when did you first recognize 
 24  Mr. Kirke that night -- or what do you recall about 
 25  Mr. Kirke and what he did that night?
0107
 01      A.   As to my recollection when I came in, he said 
 02  to me that he had some materials and wanted me to look 
 03  at them.
 04      Q.   So he handed them to you?
 05      A.   Uh-huh.
 06      Q.   Okay.  Did the materials deal with connected 
 07  math?
 08      A.   No.
 09      Q.   What did they deal with?
 10      A.   They dealt with -- as I recall, one of them 
 11  was from the Department of Defense about a mathematics 
 12  program that they had tried -- and it did not say 
 13  connected math -- and that they had tried it and it had 
 14  not worked for them and they were no longer using it.
 15      Q.   Okay.  So Mr. Kirke's materials dealt with a 
 16  mathematics program, as you recall --
 17      A.   Yes.
 18      Q.   -- that someone had tried and it had failed?
 19      A.   Yeah.
 20      Q.   Okay.  And did he place those materials out 
 21  for parents to pick up?
 22      A.   Yes, he had them on the table or whatever we 
 23  had out there.  I don't remember exactly what it was.
 24      Q.   Okay.  And did you tell him not to do that?
 25      A.   No.
0108
 01      Q.   Did you tell him to pick them up?
 02      A.   I asked him if he would move them to another 
 03  location.
 04      Q.   Did he comply?
 05      A.   Yes, he did.
 06      Q.   Okay.  Another location within the room?
 07      A.   Yes.
 08      Q.   Okay.  Now, at some point during the evening 
 09  as the parents -- and this was early on in the evening 
 10  that you met Mr. Kirke, wasn't it?  
 11      A.   Yes.  It was before the meeting.  
 12      Q.   Before the meeting?
 13      A.   Yes. 
 14      Q.   Okay.  So it was before any of the other 
 15  parents started arriving?
 16      A.   I don't remember whether anybody else was 
 17  there at that point or not.  But if there was anybody 
 18  there, there weren't many.
 19      Q.   Okay.  Eventually as it got closer to the 
 20  meeting time, you had more and more people coming in?
 21      A.   Yes.
 22      Q.   At some point, as more and more parents began 
 23  to arrive, did Mr. Kirke start distributing petitions 
 24  to the parents?
 25      A.   What he did is he started to ask people as 
0109
 01  soon as they came in the door if they would sign a 
 02  petition.
 03      Q.   As they were coming in the hallway?
 04      A.   As they were coming in the door to the room.
 05      Q.   Okay.  So it was before the meeting started, 
 06  as they were kind of -- everybody was mingling in to 
 07  the meeting?
 08      A.   Yes.
 09      Q.   Mr. Kirke was asking them if they would sign a 
 10  petition?
 11      A.   As they were coming in the door.
 12      Q.   And was his petition in opposition to 
 13  connected math, or what do you recall about his 
 14  petition?
 15      A.   I didn't see the petition.
 16      Q.   Okay.  Are you aware of what his petition 
 17  stated?
 18      A.   No.
 19      Q.   Okay.  Now, you used the word petition in your 
 20  affidavit in paragraph 9.  What did you understand a 
 21  petition for someone to sign -- what do you understand 
 22  that to mean?
 23      A.   My understanding is that there's some 
 24  statement at the top and they signed it if they agreed.
 25      Q.   All right.  Or a request -- it could be a 
0110
 01  request addressed to someone?
 02      A.   I guess, yeah.
 03      Q.   And it's a signature petition, right?
 04      A.   Yes.  He was asking them to sign it.
 05      Q.   Okay.  Did you ever ask Mr. Kirke what was on 
 06  his petition?
 07      A.   No.
 08      Q.   Did you ever see his petition?
 09      A.   No.
 10      Q.   Okay.  Now, in paragraph 10 of your affidavit, 
 11  it states that you believed that Mr. Kirke's actions 
 12  were -- and using your own words -- inappropriate.
 13      A.   Yes.
 14      Q.   Why do you believe that Mr. Kirke's request to 
 15  parents to sign a petition -- and let's back up to 
 16  paragraph 9.  You state in your affidavit that as the 
 17  parents begin to arrive for the meeting, Mr. Kirke 
 18  asked the parents to sign a petition opposing the 
 19  connected math program.  So you knew that's what his 
 20  petition was about?
 21      A.   I assumed that's what it was, yes.
 22      Q.   Okay.  Well, your affidavit says -- 
 23      A.   Yes.
 24      Q.   -- that that's what he was doing --
 25      A.   Yes.
0111
 01      Q.   -- right?  Okay.  And the subject matter of 
 02  that meeting was connected math?
 03      A.   Yes.
 04      Q.   All right.  Now, in paragraph 10 of your 
 05  affidavit, you state that you believe that Mr. Kirke's 
 06  request to the parents that were mingling into the 
 07  meeting to sign a petition in opposition to connected 
 08  math was, in your own words, inappropriate.
 09           My question is, why do you believe it was 
 10  inappropriate?
 11                MR. CRAWFORD:  I'm going to object to 
 12  that to the extent it misstates what his affidavit 
 13  says.
 14      A.   Yes.  And I didn't say that.  I didn't say 
 15  that signing the petition was inappropriate.  I said 
 16  what Mr. Kirke was doing was inappropriate.  And what 
 17  he was doing was getting people the minute they came in 
 18  the door before they had a chance to do anything, to 
 19  sit down, to talk to anyone.  And I thought it put the 
 20  parents in a very awkward position.
 21      Q.   You mean, if someone comes into the door of a 
 22  meeting, you think it's inappropriate for someone to 
 23  ask them at that point to sign a petition opposing the 
 24  subject matter of the meeting?
 25      A.   Before they've even had a chance to hear 
0112
 01  what's going on at the meeting.
 02      Q.   Okay.  Did you see anyone that night tell 
 03  Mr. Kirke to pick up his materials?
 04      A.   Did I see anyone ask him to pick up his 
 05  materials?  
 06      Q.   Yes, the materials that he was laying out that 
 07  night.  Did you see anyone ask him to pick those up? 
 08      A.   Ms. Burleson and I asked him to move them to 
 09  another location.
 10      Q.   Did you see anybody tell him that he needed to 
 11  not distribute those materials?
 12      A.   I know Dr. Davis was there.  I don't know 
 13  exactly what he said to him.
 14      Q.   Do you know that Dr. Davis had a conversation 
 15  with Mr. Kirke -- not what he said, but do you know 
 16  that they had a conversation?
 17      A.   Yes.
 18      Q.   Okay.  So from a distance, you could see them 
 19  conversing?
 20      A.   Yes.
 21      Q.   Did you overhear what Dr. Davis said to 
 22  Mr. Kirke?
 23      A.   No, I don't know what he said to him.
 24      Q.   Do you know what he told Mr. Kirke?
 25      A.   No, I don't.
0113
 01      Q.   Did you see Mr. Kirke take action in response 
 02  to what Dr. Davis said?
 03      A.   I wasn't paying any attention.  At that point, 
 04  we were getting ready for the meeting.
 05      Q.   Did you see, at any point, Mr. Kirke collect 
 06  his materials and put them away so that they would not 
 07  be visible to the parents?
 08      A.   I really don't recall.
 09      Q.   Did you see Mr. Kirke at any point stop asking 
 10  parents to sign petitions in opposition to connected 
 11  math?
 12      A.   He stopped when -- while Mr. Davis was talking 
 13  to him.
 14      Q.   Did you see him -- 
 15      A.   Other than that, I don't know.
 16      Q.   Okay.  So you saw Dr. Davis approach Mr. Kirke 
 17  as he was approaching parents asking them to sign the 
 18  petition?
 19      A.   I don't know when he approached him or how he
 20  approached him.  I don't know.  I don't remember that.
 21      Q.   You don't have any knowledge of that?
 22      A.   I don't remember any of it.  
 23      Q.   After Dr. Davis approached Mr. Kirke and had 
 24  his conversation, did you see Mr. Kirke stop -- after 
 25  the conversation was completed -- asking parents to 
0114
 01  sign the petition?
 02      A.   As I already said, I was -- we were getting 
 03  ready for the meeting, so I really wasn't paying any 
 04  attention at that point.
 05      Q.   Now, did Mr. Kirke -- you were part of the 
 06  program for the meeting, weren't you?
 07      A.   No, I was really not at that particular 
 08  meeting.  Ms. Burleson handled that meeting.  
 09      Q.   All right.  
 10      A.   And her teachers.
 11      Q.   During the time that the meeting was going on 
 12  when Ms. Burleson and her teachers were talking, did 
 13  Mr. Kirke or any of the Plaintiffs in this case, if 
 14  they were there, attempt to shout down Ms. Burleson or 
 15  attempt to interrupt her speech as she was speaking to 
 16  the parents?
 17      A.   Not that I recall.
 18      Q.   Did you see them attempt to physically 
 19  interfere with the speech of the administrators that 
 20  night?
 21      A.   Not that I recall.
 22      Q.   Did they distract any of the parents that 
 23  night by causing a commotion or a ruckus or anything 
 24  like that, that you saw?  
 25      A.   During the meeting?  
0115
 01      Q.   During the meeting.  
 02      A.   During the meeting, no.  Not that I recall.
 03      Q.   Okay.  Now, there were some distractions 
 04  before the meeting started because of Mr. Kirk handing 
 05  out these petitions, wasn't there?
 06      A.   Yes, sir.
 07      Q.   Because parents were kind of milling around 
 08  before the meeting got started and, what's this all 
 09  about and, you know, what's this information, right?
 10      A.   (Moving head up and down.) 
 11      Q.   Is that correct?
 12      A.   Yes.
 13      Q.   Now, Ms. Burleson said there was a mood or a 
 14  feeling in the room of concern about the math program.  
 15  Did you feel that way?
 16      A.   No, I didn't.
 17      Q.   You didn't get a mood feeling from the parents 
 18  there?  
 19      A.   No.
 20      Q.   Okay. 
 21      A.   They're her parents, so she probably knows 
 22  them better than -- you know, I don't deal with her 
 23  parents like that, you know, like she would.
 24      Q.   So it would be fair to say you didn't have 
 25  that sense of a mood in the room, that there was an 
0116
 01  atmosphere of distrust or anything; is that right?
 02      A.   No.
 03      Q.   Am I correct?  
 04      A.   Yes.
 05      Q.   Okay.  But during the actual presentation of 
 06  the meeting, neither Mr. Kirke nor any other Plaintiffs 
 07  that you know, disrupted the meeting itself, did they?
 08      A.   Not that I recall.
 09      Q.   Now, your affidavit said that on October the 
 10  12th, 1998 you went to a meeting at Hendri