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______________________________________________________________________________

DocuSign Envelope ID: 6474228E-2CEF-4F3C-8E2A-B4A71444B39B

KIPP NYC Letter of Intent

To: Charter School Office - New York State Education Department From: Rafael Mayer, Board Chair, KIPP NYC Public Charter Schools Date: June 22, 2017 Re: Letter of Intent to Apply for New KIPP NYC Charter School

This Letter of Intent hereby signifies the Lead !pplicant’s interest in submitting a �harter !pplication to the New York State Education Department (“NYSED”) in response to the Request for Proposal (“RFP”) published in January 2017.

I. Applicant Group Information a. Applicant Group Members: See Table 1 (attached).

b. Public contact:

Lead Applicant Media Contact

Rafael Mayer, Board Chair, KIPP NYC Public Charter Schools

Vicki Zubovic, Chief of External Affairs KIPP NYC Schools

c. Application History:

Application Date School Application Authorizer Outcome

April 2000 KIPP Academy NYC DOE Approved

September 2002 KIPP STAR SUNY Approved

September 2004 KIPP Infinity NYC DOE Approved

February 2005 KIPP AMP NYC DOE Approved

March 2011 KIPP Washington Heights NYSED Approved

KIPP NYC does not plan to make significant modifications to this application vis-a-vis prior applications, except to reflect current organizational information.

II. Proposed Charter School Information a. Proposed school name. KIPP NYC Bronx Charter School

b. Proposed school mission statement. As part of the national KIPP network of schools, our mission has always been to graduate students with the strength of character and academic abilities needed to succeed in life – and in so doing, to prove what is possible in urban schools. An underlying component of our mission is that our commitment to our students and families stretches K-16, from our elementary schools to our KIPP Through College (KTC) Program.

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c. Proposed school location. The proposed site of the school will be in the Bronx, with a particular focus on CSDs 7, 10, or 11. KIPP NYC is requesting to be co-located in public school district facilities.

d. Target population/community served. We are targeting for the site of the school CSD 7, 10 or 11, serving families in the South Bronx, North Bronx and portions of the East and West Bronx. KIPP currently operates KIPP Academy and KIPP NYC College Prep High School in CSD 7. The student population in CSDs 7, 10, and 11 is comprised mostly of low-income students of color. Over 80% of students identify as either Black or Hispanic, and in CSD 7, 97% of students are Black/Hispanic. In districts 7, 10 and 11, 92%, 86% and 85% of students qualify for free or reduced price lunch, respectively. Students with disabilities make up about one-fifth of the student population in those areas. The percentage of ELL students varies from 9% in CSD 11 to 19% in CSD 10. Stronger school options are needed in CSD 7, 10 and 11, as over 70% of public, non-charter school students tested were not proficient on the 2016 NYS ELA or Math exams. In terms of ELA/Math proficiency, CSD 7 and 10 rank in the bottom third of all NYC school districts. In particular, CSD 7 ranks 3rd to last out of 32 districts, with under 20% of students proficient in Math or ELA. Opening a school in any of the above districts would increase the number of options available to support academic growth.

e. Planned ages, grades and enrollment. Projected Enrollment Table over the Charter Term

Grades Ages SY18-19 SY19-20 SY20-21 SY21-22 SY22-23

K 5 95 95 95 95 95

1st 6 95 95 95 95 95

2nd 7 0 95 95 95 95

3rd 8 0 0 90 90 90

4th 9 0 0 0 90 90

5th 10 90 90 90 90 90

6th 11 0 87 87 87 87

7th 12 0 0 84 84 84

8th 13 0 0 0 81 81

9th 14 70

10th 15

11th 16

12th 17

Ungraded

Totals 280 462 636 807 877

f. Proposed management and/or partner organization(s). The proposed school will be chartered under the KIPP NYC Public Charter Schools Education Corporation, which has a management contract with KIPP NYC LLC to provide support services.

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g. Replication. If the proposed school will replicate an existing school model, provide a


brief description of the model school’s success and discuss why replication of the model school is needed or provides a high quality option for the intended population of students or community. In 2016, KIPP NY�’s students outperformed their district peers in Math and ELA on the New York State exams. The results are a marked improvement over 2014 and 2015 results. Last year in math, 55% of KIPP NYC students (3rd-8th) were at or above proficiency vs. 20% for their districts (on avg), 36% for NYC, and 39% for the State. In ELA, 45% of our students were at or above proficiency vs. 24% for their districts, 38% for NYC, and 38% for the State. We graduate 96% of our students from high school in four years and 89% of our students matriculate to college vs. a 74% graduation rate and 45% matriculation rate for low-income students in the U.S. Also, 46% of our students graduate from college with a �achelor’s degree within 6 years vs. 9% of U.S. low-income students. We believe we can replicate these results and improve upon them at our proposed new school. Our belief is based on the fact that we have well-documented and tested curriculum and programs at all grade levels, which we have refined over the past 22 years of our existence. It has become standard practice at KIPP NYC to use data to inform our work, including effective teaching practices, professional development, support for diverse learners, and support for our students as they transition to college. We are confident that we can replicate at the proposed school these results (if not better), serving a population of students who may not receive at another school the same level of support, quality instruction (including character education), and college preparatory opportunities that KIPP NYC offers.

h. School overview. KIPP NYC schools follow the KIPP approach to school design, which focuses on high expectations, character development, teacher and school leader development, and supporting students on the journey to and through college. With regard to high expectations, we invest a great deal in ensuring that our teachers deliver high-quality, rigorous curriculum and instruction. We use data to monitor students’ progress so we can devise strategies to tailor instruction so every child receives the appropriate level of support and challenge. Character development continues to play an important role in our work at KIPP NYC. We use a character framework that focuses on teaching and reinforcing among students eight key character traits. Our experience has taught us that academics without character development is insufficient for success and personal fulfillment in life.

KIPP NYC dedicates a great deal of time to developing our teachers and leaders. Time is built into the schedule for teachers to collaborate in co-teaching pairs, through content team meetings and in grade-level team meetings. Every Wednesday afternoon, staff participate in professional development and team meetings. In July of each year, we start our weeks-long training programs for new and returning teachers, and school leaders, to ensure we are ready professionally when students return at the start of the year.

An underlying component of our mission is that our commitment to our students and families stretches K-16, from our elementary schools to our KIPP Through College (KTC)

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Program. Our KTC team provides extensive college counseling and other wraparound supports to our students. This specialized support starts in middle school and continues until our students complete college (and in some cases, after college), thereby improving college persistence and graduation rates for our students. This long-term partnership with our students is one of the critical reasons families choose KIPP.

KIPP NYC has several unique guiding principles under which its schools operate. These guiding principles form the backbone of the educational programs and services that we provide in our schools. Our organization’s leadership and staff have committed fully to KIPP NYC students in the following ways: (1) prepare ourselves intellectually for our work; (2) follow up & follow through on our priorities to ensure we finish what we start; (3) hold ourselves and others accountable through relentless effort in attaining our goals; (4) run a tight ship that keeps us organized and looking sharp; and (5) establish anti-racist policies and practices and fight for social justice for all to build a better tomorrow.

III. Enrollment and Retention Strategies a. Describe the school’s strategies to attract and recruit its students. Our recruiting efforts

specifically target students in the communities surrounding our schools, and employ efforts that we have found to be effective in prior years. Enrollment efforts include mailers to targeted buildings and neighborhoods; subway and bus advertisements; visits to organizations with similar missions in the area; and targeted e-mail and digital advertising. These recruiting efforts have also included leveraging the networks of the KIPP students, their families, and KIPP alumni as well as that of teachers and staff to spread the word about KIPP NY�’s educational programming and class openings. KIPP NYC is committed to enrolling and retaining students with disabilities, English Language Learners, and students who are eligible for the free or reduced price lunch program. All outreach is conducted with bilingual English/Spanish materials. Also many off our schools’ staff members are Spanish speakers, including the school office administrators who are responsible for much of the outreach. This has enabled us to connect with families and organizations in NYC communities where Spanish is the primary language. During student recruitment processes, the schools clearly communicate that they are open to all students, including those with disabilities and ELLs, and that KIPP offers programs for all students.

b. Describe the school’s strategies to retain its students. At all of our schools, we offer comprehensive services to students with disabilities and ELL students. With nearly 90% FRPL students and nearly 20% of students with IEPs across our 11 schools, supporting the needs of ALL students is at the heart of everything KIPP NYC does. At every KIPP NYC school, we have a leader of student support services who works with the �ommittee on Special Education and the school’s Special Education teachers to ensure that students with IEPs are getting their required academic services and are on track to meet their goals. The schools offer ICT classes as well as SETTs. Related services in speech are provided by KIPP NYC speech pathologists. Counseling services are typically

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provided by our social workers. For other related services, we contract through the DOE. A number of academic intervention programs are in place to help students with IEPs and those who are in need of RTI support. For example, to better serve our lowest readers, many of whom are students with disabilities, our schools have a relationship with Scholastic to implement their research-based Read 180/System 44 reading intervention program. To ensure that the needs of students with special learning needs are met, our Special Education Teachers and ESL teachers work side by side with general education teachers to review data and make modifications for students who need it. ESL teachers provide support to teachers who need help modifying lessons and to students through pullout sessions. The inclusion of many bilingual staff members facilitates communication about academic and socioemotional progress with students and their families.


IV. Public Outreach and Community Support a. Public outreach conducted to solicit community input. Please see Table 2.

b. Initial assessment of parent interest in your proposed charter school. KIPP Academy has been operating in the South Bronx for over 22 years. We are a consistent and stable presence in our community. In recent years, the demand for a seat in our school has consistently exceeded 150 applications per seat. We have undertaken a comprehensive program of community outreach to better understand the opinions of our families and other community members related to expanding KIPP NYC schools in the Bronx. To date we have received input from over 460 people and 240 (51%) of these people have provided specific written input. Overall, 448 people support the opening of new KIPP schools in the Bronx, 453 want more K-12 school options in their community, and 379 know someone who has applied to and been unable to gain a seat in a KIPP NYC school.

We also participate regularly in community activities focused on supporting education in CSD 7. We regularly attend monthly CEC 7 meetings and Mariela Meza, KIPP alumna and a KIPP NYC staff member on our External Affairs team, is an elected member of Community �oard 4’s Education and Youth �ommunity.

Thank you for considering our letter of intent to submit an application to open KIPP NYC Bronx Charter School. We look forward to hearing from you.

Regards,

Rafael Mayer Board Chair, KIPP NYC Public Charter Schools

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Table 2 - Public Outreach Information

Date(s) of Outreach

Target Stakeholder

Group

Description of the Outreach

Location of Outreach

Input Obtained

Action Taken on

Input

Number of Attendees

06/03/17 All community members

Informational Table at KIPP Academy Middle School Enrollment Day

250 E. 156th Street Bronx, NY 10451

Majority of families’ supporting KIPP NYC’s proposal to expand in the Bronx the number of students it serves.

Submitting an application to open a new charter school.

Collected 36 opinion surveys


Informational Table at KIPP NYC College prep high School Welcome BBQ

201 E. 144th St., Bronx, NY 10451





Asked visiting community members to provide feedback throughout the school day

201 E. 144th St., Bronx, NY 10451




06/05/17 All Meet and greet 250 E. Majority of Submitting Collected 15 - community at Student 156th Street families’ an feedback 06/09/17 members Dismissal to

solicit feedback Bronx, NY 10451

supporting KIPP NYC’s proposal to expand in the Bronx the number of students it serves.

application to open a new charter school.

forms

06/06/17 All Meet and Greet201 E. Majority of Submitting Collected 97

1

community at community 144th St., families’ an feedback members Event Bronx, NY

10451 supporting KIPP NYC’s proposal to expand in the Bronx the number of students it serves.

application to open a new charter school.

forms


Distribution of flyers inviting community members to a public meeting

In target community in the Bronx



Distributed 329 flyers


Public Meeting at KIPP Academy Middle School

250 E. 156th Street, 4th floor Bronx, NY 10451



13 Attendees (each received a summary doc)

Collected 25 pieces of feedback


Meet and greet at end of year community event to solicit feedback

730 Concourse Village West Bronx, NY 10451



Collected 123 surveys


Public meeting at KIPP Academy Middle School


Majority of families’ supporting KIPP NYC’s proposal to expand in the Bronx the


18 attendees (each received a summary doc)

2

number of students it serves.


Information Table at annual community event




Collected 132 community surveys


Meet and greet at HS enrollment day #2

201 E. 144th St., Bronx, NY 10451



Collected 24 community Surveys


Surveying community members on their knowledge and support of KIPP schools

South Bronx (CSD 7) street canvass





Surveying community members on their knowledge and support of KIPP schools

South Bronx (CSD 7) street canvass




3

DocuSign Envelope ID: B1F32D61-1C8C-4F30-BA55-DA81EC3DD458

NEW YORK STATE EDUCATION DEPARTMENT CHARTER SCHOOL OFFICE

ATTACHMENT 5a: NEW APPLICANT AND PROSPECTIVE SCHOOL TRUSTEE BACKGROUND INFORMATION SHEET

(For New School Applications Only)

Applicant Group Members (“AG”): The term Applicant Group is newly applied to include those individuals formerly identified as lead applicants and those participating in

the planning of the application to establish the proposed charter school; those who will

comprise the initial board of trustees; and those who will become school employees— anyone who is involved in the development of the Letter of Intent and the Full

Application. All members, including prospective board members, must provide the

background information where indicated for Applicant Group Members.

Prospective BOT Members (“BOT”): Service on a public charter school board of

trustees (“board”) is a position of great trust and responsibility. As a member of a public

charter school’s board, you are charged with overseeing the education of all students

enrolled in the school, as well as the expenditure of public monies directed to the

charter school. To properly evaluate proposed board members, please provide full and

complete background information where indicated for proposed board members.

Note: Additionally, prospective members of the Board of Trustees are required to

undergo a criminal background check via a fingerprint scan arranged by and at the

expense of the State Education Department. The inability or unwillingness of any

member of the applicant group to promptly undergo the required criminal

background check via fingerprint scans within the timeframe requested in

advance of the Board of Regents meeting shall be grounds for terminating an

application or denying a charter recommendation.

CONTACT INFORMATION FOR ALL APPLICANT GROUP MEMBERS

Member Name: Gwendolyn Brunson

Proposed Charter School Name: KIPP NYC Bronx Charter School

E-Mail Address

Home Telepho

Home Address

Business Tele

Business Address:


Please note that this document is considered a public record and as such, may be made available to members of the public upon request under the Freedom of Information Law. Personal contact information provided above will be redacted.

Background Information – All Applicant Group Members

1. Please provide your educational and employment history. You may do so by

attaching a résumé.

X Résumé Attached

2. Please provide Transcript from your highest degree granting Institution.

X Transcript or Supporting Documentation Attached

3. Please indicate how you became aware of the opportunity to join the applicant

group.

I was introduced by Dave Levin, Vice Chair, KIPP NY Inc.

4. Please affirm that you have read Article 56 of the New York State Education

Law and understand the relationship between a charter school and the

authorized chartering entity as defined in that statute.

X I affirm.

5. Please affirm that you have read and understand the charter school application, the

charter school board’s by-laws and all proposed policies. If your team has not yet

submitted a full application, please affirm that you will commit to read and

understand the charter school application, the charter school board’s by-laws and all

proposed policies at the time of its submission for review.

X I affirm.

_____________________________________________________________________

____________________


6/20/2017

Statement of Intent—All Applicant Group Members

6. Please provide a personal statement regarding the experience and skills that you

bring to the table.

Being a Board member of a KIPP NYC charter school has been a great honor, which I take very seriously. I have learned through that experience how to hold KIPP NYC accountable to the student outcome goals that it sets for its schools. As a KIPP parent, I am intimately aware of the programs that are the most effective in terms of serving our students, which are my own children. I have witnessed certain approaches that have worked with my kids and plan to refer to these in my interaction with my future fellow Trustees and KIPP leadership. My aim will be to keep the Board and leadership focused on what works while at the same time innovating to serve children in ways that will boost their learning.

7. Please provide a personal statement regarding your role, responsibilities, and

commitment in relation to the development and preparation of the application (as a

member of the applicant group), and/or in relation to the operation of the charter

school (if you are a member of the proposed initial board of trustees).

I have been committed to New York City and its people for over 25 years. I was a teacher, worked for ACS (then known as the Bureau of Child Welfare), and I now work for the Department of Probation. I am also from the area, having been born and raised in Yonkers. I have dedicated my life to serving this city. A critical part of my life has been the education that I sought for my children, which included years at KIPP NYC schools. I made the decision to educate my children at KIPP because I believe its rigorous academic program and approach to character building would give my kids the best opportunity to succeed in college and in life. I am committed to giving more students the same opportunities that I gave to mine. I believe I can accomplish that commitment by serving on the Board of KIPP NYC Public Charter Schools.

8. Please provide any other information that you feel is pertinent to the Department’s review of your background.

Gwendolyn Brunson Printed Name

Signature

Date

Background Information—Proposed Board of Trustees Only


9. Please affirm that you are or will be at least eighteen years old at the time of your

appointment/election to the board.

X I affirm.

10.Please indicate whether or not you have ever been convicted of a misdemeanor

and/or felony in state or federal court in any jurisdiction.

X This does not apply to me. Yes.

If the answer to this question is yes, please provide the following details regarding

your conviction(s): (1) the name of the criminal offense(s); (2) whether the criminal

offense(s) was a misdemeanor or felony; (3) the facts and circumstances

surrounding your conviction(s); (4) the date(s) of your conviction(s); and (5) the

date(s) of disposition(s).

11.Please indicate if you currently have any criminal charge(s) pending against you in

state or federal court in any jurisdiction.

X This does not apply to me. Yes. If yes, please provide an explanation.

12.What board position(s) and/or offices(s) will you hold? (e.g., member, parent representative, vice-president, Finance committee, etc.): Trustee

13.Please explain why you wish to serve on the board.

As a KIPP parent for many years, I have seen firsthand the impact that its schools have on students and their families. I firmly believe that my children would not be where they are today if it weren’t for the academic and character education that KIPP provided to them. I want other children to have the same opportunities that mine have had through their experiences at KIPP. I believe that I can accomplish that through service on the Board of KIPP NYC Public Charter Schools. This is due to the fact that I know the KIPP programs well because I have been involved in the schools for many years, working not only with my children, but with other family members as well. I think I have a strong sense for what our students and their families need, and I will share this with my fellow Trustees and KIPP NYC staff.

14.Please indicate whether you have previously served or are currently serving on a

board of a school district, a non-public school or any not-for-profit corporation (to the

extent not otherwise indicated in your response to Item 1, above). In addition, please

describe any other experience, knowledge or skills you feel is relevant to service on

the charter school board.


This does not apply to me. X Yes. (Include description here): KIPP Academy Charter School

Conflict of Interest - Proposed Board of Trustees Only

15. Please indicate whether you, your spouse, or other family member knows any of the

other prospective board members.

I / we do not know any such persons. X Yes. If your answer is yes, please indicate the precise nature of your relationship here:

I know the KIPP NYC Public Charter Schools Board members given my service as a Trustee of KIPP Academy Charter School.

16. Please indicate whether you, your spouse, or other family member knows any

person who is a proposed charter school employee.

X I / we do not know any such persons. Yes. If yes, please indicate the precise nature of your relationship here:

17. Please indicate if you, your spouse, or other family member or any corporation,

business or other entity in which you, your spouse or other family member serve as

an employee, officer, or director or own a controlling interest in, plans to contract or

do business with, the proposed charter school, including but not limited to, the lease

of real or personal property to the proposed charter school.

X No. Yes. If yes, please describe the nature of the contract or business and, if applicable, the

relationship of the person to the corporation, business or entity involved: 18. If the charter school is partnered with an educational service provider (a

management company, whether for-profit or not-for-profit), please indicate whether

you, your spouse, or any family member knows any employees, officers, owners,

directors or agents of that provider. If your answer is in the affirmative, please

describe any such relationship.

X Yes. Not applicable because the School does not/will not contract with a management company or charter management organization.

I / we do not know any such persons.

I know several employees of the management company (i.e., KIPP NYC) serving KIPP NYC Public Charter Schools given my service as a Trustee of KIPP NYC schools and since I am a KIPP NYC parent. As KIPP Academy Charter School graduates, my sons know employees of KIPP NYC. As mentioned above, one of my sons works as a Technology Associate for the management agent and knows employees through his employment.

19. If the charter school is partnered with an educational service provider, please

indicate whether you, your spouse or other family member has a direct or indirect


ownership, employment, contractual or management interest in the provider. For any

interest indicated, please provide a detailed description.

Yes. Not applicable because the School will not contract with a management company or charter management organization.

X I / we have no such interest.

20. If the charter school is partnered with an educational services provider, please

indicate if you, your spouse or other family member anticipates conducting, or is

conducting, any business with the provider. If so, please indicate the precise nature

of the business that will be conducted.


X I / we do not anticipate conducting any such business.

21. Please indicate the potential ethical or legal conflicts of interests (if any) that would,

or are likely to, exist should you be approved for service on the charter school’s

board.

X None Yes 22. Please explain how you would handle a situation in which you believe one or more

members of the charter school’s board are involved in working for their own benefit,

or the benefit of their friends and family.

I would review the situation with the Board Chair and ask that he and the Board member find an immediate solution to the problem. I would also offer my support if I am able to assist. If the situation remains a problem, I would ask that the Board Chair call on the Board member to leave the Board. If that approach didn’t satisfy me then I would contact SED.

23. Please indicate whether you, your spouse or other family member is a director,

officer, employee, partner or member of, or is otherwise associated with, any

organization which filed an application in conjunction with the charter school, i.e., is

partnered with the charter school. To the extent you have provided this information

in response to the previous items 16-23, you may so indicate.

This does not apply to me, my spouse or other family members.

X Yes.

As indicated above, one of my sons is employed by the management organization as a Technology Associate.


Educational Philosophy -Proposed Board of Trustees Only

24. Please explain your understanding of the charter school’s mission and/or

philosophy.

KIPP NYC Public Charter Schools’ mission is to graduate students with the strength of character and academic abilities needed to succeed in life. The philosophy is to focus on results: academic gains, character development, and the outcomes that ultimately matter most for our students - graduating from high school and college, embarking on a career, and becoming self-sufficient and happy.

25. Please explain your understanding of the educational program of the charter school.

KIPP NYC Public Charter Schools combines a rigorous academic program with character education. This combination makes the educational program of KIPP NYC unique. It plays a significant role in the success that KIPP NYC has achieved in getting a high number of its students to and through college. The KIPP Through College program, which supports students after they’ve left high school, is a critical component of the KIPP NYC education program and sets it apart from other schools.

26. Please indicate what you believe to be the characteristics of a successful charter

school. In particular, please provide the specific steps you think the board of the

charter school will need to take to ensure that this charter school is and remains

successful.

KIPP NYC Public Charter Schools’ main attributes make it a successful charter school and separate it from other schools: high expectations, empowered staff, more time in the classroom, character education, and support for getting to and through college. The KIPP NYC Public Charter Schools Board is responsible for ensuring that these attributes and the mission of KIPP NYC are carried out faithfully and that student outcomes are at a high level. Also, I believe the Board is responsible for ensuring that students are kept at the center of the work and that we always keep their interests at the heart of the programs. As a Board member, I will ensure that this happens, and encourage my fellow Board members and KIPP NYC leadership to remain intently focused on the mission.


http://www.kippnyc.org/results

http://www.kippnyc.org/character

STATEMENT OF ASSURANCE—PROPOSED TRUSTEES ONLY

I, Gwendolyn Brunson state that I am the applicant for board member approval and I have read the questionnaire and any supporting documents and know the contents thereof; that the same is true to my knowledge except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true and further acknowledge that I am aware of the fact that, pursuant to Penal Law §175.30, a person who knowingly offers a false instrument for filing to a public official or

public servant is guilty of Offering a False Instrument for Filing in the 2nd

Degree, a Class A Misdemeanor.

Signature

____________________________ Date


6/20/2017

Gwendolyn Brunson

Resume/Bio

I was born and raised in Yonkers, New York. I am the eldest of two children from parents whoremained married until my father’s passing in July 2012. I help take care of my mother, who isblind and lives only five minutes away from my home. My younger sister has been in a nursinghome for seventeen years, who I help to care for with my mother. I am a proud mother andwife. Both of my sons attended KIPP Academy.

Education:Graduate of Sacred Heart high School, Yonkers, 1984Elmira College, 1988, B.S. Human Services: Early Childhood Education

Professional Experience:1988 – 1989: Following graduation, I worked for six months in Maryland at Happy Faces DayCare. I had my own class of two year olds.

1989-1990: I returned home to New York in September 1989, and was employed for one yearas a fourth grade teacher at the Scroll’s School which was located on Rochambeau Ave, Bronx.

1990-1994: I then went on to work for the Bureau of Child Welfare (ACS today) in September1990 as a Caseworker until I transferred to the New York City Department of Probation in July1994.

1994-Present: I am an Investigative Probation Officer in the Bronx County Court.

Personal:Boy Scout Troop 493 (Bronx, NY). Committee Chairperson. 2008 to 2015








background information where indicated for Applicant Group Members. Prospective BOT Members (“BOT”): Service on a public charter school board of





complete background information where indicated for proposed board members. Note: Additionally, prospective members of the Board of Trustees are required to








Member Name: Erica Dewan


E-Mail Address:

Home Telephon

Home Address:

Business Telep

Business Addre

DocuSign Envelope ID: BF385D88-2FC4-49BD-829E-3C69DDD45C28





X Résumé Attached




group.

I was introduced to KIPP NYC by Larry Robbins, Chair, KIPP New York, Inc. 4. Please affirm that you have read Article 56 of the New York State Education



X I affirm.






X I affirm.




bring to the table.

Through my experience as a KIPP NYC Public Charter Schools Board member, I have developed a robust understanding of approaches that a charter school needs to pursue in order to generate strong student outcomes. In addition to my service as a Board member, I have worked with several members of KIPP NYC leadership, advising them on compensation and talent management strategies. By working with KIPP NYC staff, I develop great insight into how the organization develops its policies and programs. This view into KIPP NYC enables me to make more informed decisions at a Trustee. My former work experience is also helpful in this capacity. I frequently leverage my time as a management consultant at McKinsey & Company and at Teach For America in New York City when working at the Board level or with KIPP NYC staff. I believe that the students and families that KIPP NYC Public Charter Schools serves benefit from my professional background and my service to KIPP NYC over the past few years. I am also on the Board of the Character Lab, a nonprofit that develops, disseminates, and supports research-based approaches to character that enable kids to learn and thrive. As a Board member, I have learned a great deal about the research-driven approach to character education. I am able to take such learnings from the Character Lab’s work and apply them to KIPP NYC.





I take extremely seriously the responsibilities that come with being a Trustee of KIPP NYC Public Charter Schools. Through my experience as a Trustee, I know that the position requires a meaningful commitment to ensure that the Board of Trustees is an excellent steward of the education corporation and holds the schools accountable to their short- and long-term goals. I am excited to take on such responsibilities and the challenge that comes with closing the achievement gap. This is an endeavor that I have pursued for many years, first at Teach for America, and now as a Board member at KIPP. As mentioned above, I pride myself on going above and beyond the typical role of a Trustee, lending my expertise to KIPP senior leaders in the realm of talent development and compensation strategies. Given the effective working relationship, I anticipate that I will continue to work closely with KIPP NYC staff going forward in my capacity as a KIPP NYC Public Charter Schools Trustee.


8. Please provide any other information that you feel is pertinent to the Department’s

review of your background.

Erica Dewan Printed Name

_____________________________________________________________________ Signature

____________________ Date


6/20/2017




X I affirm.

10. Please indicate whether or not you have ever been convicted of a misdemeanor








11. Please indicate if you currently have any criminal charge(s) pending against you in



12. What board position(s) and/or offices(s) will you hold? (e.g., member, parent representative, vice-president, Finance committee, etc.): Trustee

13. Please explain why you wish to serve on the board.

I am passionate about providing high-quality education to all students. KIPP NYC has a proven record of success in this arena, and I view this not only as an opportunity to share my experience and knowledge, but to learn from the expertise of other KIPP NYC Public Charter School Board members. The students of our schools deserve an excellent education and I believe that KIPP NYC delivers such excellence.

14. Please indicate whether you have previously served or are currently serving on a





This does not apply to me. X Yes. (Include description here): KIPP Infinity Charter School; The Character Lab, Inc.; Children’s Board at Columbia.






I know the KIPP NYC Public Charter Schools Board members because I currently serve on that Board.

















I know several employees of the management company serving KIPP NYC Public Charter Schools given my service as a Trustee.
















board.




I would discuss this matter with the Board Chair and insist that he and the Board member eliminate the problem immediately. I would also offer any assistance in finding a solution. If the situation persists, I would implore the Board Chair to call for the Board member’s resignation.






X This does not apply to me, my spouse or other family members.

Yes.




philosophy.

KIPP NYC Public Charter Schools’ mission is to teach students the academic and character skills necessary for success in college and in life, and to use those skills to build a better tomorrow for everyone.


KIPP NYC Public Charter Schools balances rigorous academics with thoughtful character development in order to push students to and through college. The emphasis on college success permeates through every lesson and every classroom. This is the program of all KIPP schools, and it has a track-record of success.




successful.

I believe KIPP NYC Public Charter Schools’ areas of focus perfectly outline the necessary aspects of a successful charter school: high expectations for all, parents’ ability to choose, more time in the classroom, the principal’s power to lead, and a focus on results. In addition, I believe the Board of KIPP NYC Public Charter Schools is charged with ensuring that all activities of KIPP NYC Public Charter Schools are fair, just, and in the best interest of the students and school staff. The Board oversees compliance and provides guidance to the school whenever necessary.



I, Erica Dewan state that I am the applicant for board member approval and I have read the questionnaire and any supporting documents and know the contents thereof; that the same is true to my knowledge except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true and further acknowledge that I am aware of the fact that, pursuant to Penal Law §175.30, a person who knowingly offers a false instrument for filing to a public official or public servant is

guilty of Offering a False Instrument for Filing in the 2nd


Signature

____________________________ Date


6/20/2017

ERICA DEWAN

WORK EXPERIENCE

Teach For America New York, NYManaging Director of Corporate and Foundation Giving, New York Region 2006 - 2008

Managed a $3mm portfolio of foundation and corporate donors for the New York region of Teach ForAmerica, a non-profit focused on recruiting, training and placing recent college graduates into low income,urban and rural schools

Responsible for donor relationship management, grant writing and reporting systems Worked with Teach for America’s New York and National senior management teams to develop regional

fund-raising strategy

Juta Investments, LLC New York, NYFounder & Managing Member 2001 – 2006

Founder and Managing Member of a family-owned business focused on real estate and related industries Started, managed and sold three Tasti D-Lite brand ice cream stores in New York City and Long Island Completed several residential redevelopment projects in New York City and Martha’s Vineyard

McKinsey & Company Florham Park, NJBusiness Analyst 1999 - 2001

Completed two-year business analyst program Experience with clients in multiple industries including: pharmaceutical, non-profit and manufacturing Performed projects in strategy, customer segmentation, cost-cutting and communications

EDUCATION

Bryn Mawr College - Bachelor of Arts – Dual Major in Philosophy & Economics 1995 –1999Magna Cum Laude, Honors in Philosophy.

BOARD AFFILIATIONS

Character Lab –Board Member and Treasurer 2013 – PresentKIPP Infinity Charter School – Board Member 2013 – PresentChildren’s Board at Columbia – Board Member 2013 – PresentSingapore American School U.S. Foundation – Board Member 2014 – Present

Jane Martínez DowlingPage 1 of 3

JANE MARTÍNEZ DOWLING

PROFESSIONAL EXPERIENCE

KIPP THROUGH COLLEGE, New York, NYExecutive Director 2008-present

Director of largest and most comprehensive KIPP Through College program in the United States Manage staff of 17 advisors, counselors and administrators Led scaled growth initiative from 600 students to 1,300 while decreasing per capita spending of $3.0 million budget Redesigned alumni support program of KIPP NYC schools, which increased college completion rate from 21% to 50% Oversight of customized Salesforce database platform, interactive alumni communication platform (KIPPser.org), and

advising segmentation tool Launched KIPP’s national College Partnership Initiative, resulting in 70 college partnerships across the United States Spokesperson for KIPP’s national college completion efforts. Regional Leadership Team member and Board Member at KIPP NYC Awarded 2014 Outstanding Woman of the Year in Education by El Diario newspaper Awarded Excellence in Leadership award from KIPP Foundation for college success work

ACADEMY OF MOUNT ST. URSULA, Bronx, NY 2006-2008President

Inaugural president of oldest Catholic girls’ high school in New York State Chief executive officer charged with oversight of external relations, increasing enrollment, increasing fundraising

revenue, and enhancing facilities Increased enrollment by 7% in first year of leadership Secured $200,000 in new foundation support for facility upgrades, capital support and scholarship support Created and implemented new marketing and branding strategy for Academy, including new website and admissions

materials Launched campaign to realign school vision, finances and secure long-term funding which resulted in school

sustainability Profiled in America Magazine

BANK STREET COLLEGE FOR EDUCATION, New York, NY 2004-2006Consultant

Worked closely with directors of Goldman Sachs I-LEAD program and Liberty Partnerships programto create strategy plan for merger of two programs

Design and execution of corporate mentoring program for youth participants

CHILDREN’S AID SOCIETY, PUBLIC SCHOOL 8, New York, NY 2003-2004Social Work Intern

Assisted Program Director in all aspects of program design, implementation and evaluation Designed and directed Youth Leadership Council Created Needs Assessment for organization Individual social worker for 3 clients


Facilitated therapeutic behavior modification group for elementary school children

STUDENT SPONSOR PARTNERS, New York, NY 1998-2002Executive Director

Chief executive officer of $10 million scholarship and mentoring program that served 1,600students, 2000 donors and 21 schools in the New York area

Designed and implemented strategic growth plan for organization, which increased number ofstudents served from 1,100 to 1,600 over four years

Raised $1.75 million over budget to grow reserve fund from 1999-2002 Facilitated and coordinated 22 member board of directors and sub-committees Compiled and supervised staff of 9 non-profit professionals Created Founder’s Dinner which raised $1.2 million each year from 2000-2002 Oversaw the replication of program nationally and internationally (9 sites in the US and in Johannesburg, South Africa) Supervised the participation of 21 Catholic schools in the New York area Launched public relations and marketing re-brand which increased organization’s visibility Directly counseled students and sponsors from 5 participating high schools in the program

SCHOOL CHOICE SCHOLARSHIPS FOUNDATION, New York, NY 1997-1998Associate Director

Participated in all aspects of management of new private scholarship program serving 2,700elementary school children in New York City

Coordinated extensive public relations effort and media campaign in New York City Managed marketing campaign to prospective applicants that generated more than

30,000 applicants to program Assisted Executive Director in managing $2 million budget, program design, and fundraising

LA SALLE ACADEMY, New York, NY 1995-1997Development Director

Raised annual budget of $200,000 through annual alumni appeal,phonathon, Spring Gala and Auction and foundation proposals

Supervised $2 million Capital Campaign goal for scholarship endowment Managed coordination of all reunions, special events, newsletter and other

alumni mailings

TEACH FOR AMERICA, New York, NY 1990-1995Regional Director, Teach For America-New York Managed regional office of national program that places recent college

graduates in inner-city public schools Raised $350,000 annual budget Coordinated and directed TFA New York’s public relations and advocacy

efforts in local communities Supervised the support of 130 New York City public school teachers Facilitated communication between program and Board of Education officials Obtained Americorps funding from National Service Commission

Northeast Regional Recruiter, Teach For America National Office Conducted information sessions for over 2,000 college seniors Created and implemented rigorous interview process at 40 Northeastern

schools Increased number of Northeast applicants by 35% from previous year


New York Charter Corps Member, Teach For America Taught bilingual kindergarten and first grade in Washington Heights, New York City Created English As A Second Language (ESL) program for parents Founded Girl Scouts troop in Washington Heights Elected Corps Member Representative for New York region Featured in Emmy-nominated PBS documentary Who Will Teach For America?

EDUCATIONCOLUMBIA UNIVERSITY, New York, NY 2003-2005School of Social WorkSocial Work Administration, Minor in Business Administration

HARVARD UNIVERSITY, Cambridge, MA Summer 1998=1999Harvard Business School, Executive EducationCertificate in Non-Profit Management

GEORGETOWN UNIVERSITY, Washington, DC 1986-1990A.B. College of Arts and SciencesDouble Major in American Government and Psychology

VOLUNTEERBoard of Regents, Georgetown UniversityBoard of Trustees, Cristo Rey NetworkTrustee, KIPP NYC Public Charter SchoolsAdvisory Member, Pathways to Excellence Strategic Planning Committee for the Archdiocese of NYFourth Grade Catechist, St. Gabriel School of ReligionClass Representative Alumni Association, Loyola SchoolFounding Board Member, Bronx Preparatory Charter SchoolSponsor, Student Sponsor PartnershipFounding Board Chair, Credit Where Credit Is Due Credit Union in Washington Heights

SKILLS and INTERESTSFluent in SpanishProficient in BlackBaud Raiser’s Edge and Financial Edge software, Salesforce, PowerSchool, and all Microsoft applicationsPiano, voice, cooking, golf, sailing





















Member Name: Rafael Mayer


E-Mail Address

Home Telepho

Home Address

Business Tele

Business Addr

DocuSign Envelope ID: 5819C753-123D-47A3-9AA5-FBFF14302968





X Résumé Attached




group.

I became aware of the opportunity to join the applicant group through my 10+ years of service on other KIPP NYC School boards.




X I affirm.






X I affirm.




bring to the table.

I have been a KIPP NYC school board member for over 10 years, during which

time I have served as Board Chair for several years. I will bring to the

proposed school the same leadership and stewardship that I have brought to

the other schools under the KIPP NYC Public Charter School Education

Corporation. Through my years of service, I have developed strong working

relationships with other Board members and KIPP staff. I will leverage these

partnerships to ensure that the KIPP NYC Public Charter Schools Board holds

leadership accountable to hitting its student outcome and other goals (e.g.,

student attrition). I will also continue to use my hard skills in business,

finance, and technology to support the schools when needed.




school (if you are a member of the proposed initial board of trustees). My role as Board Chair is to ensure that the Board has the information it needs to evaluate the school and hold leadership accountable to the school mission and goals. As I have done for over 10 years, I will continue to work hand-in-hand with other Board members to hold school and regional leadership accountable to serving at the highest possible level our students and their families. I have an extremely deep commitment to the communities we serve and the families who choose KIPP for their education. My commitment manifests itself through my service as the Chair of the Board of KIPP NYC Public Charter Schools.



Rafael Mayer Printed Name

_____________________________________ Signature

____________________ Date


6/21/2017




X I affirm.












12. What board position(s) and/or offices(s) will you hold? (e.g., member, parent representative, vice-president, Finance committee, etc.): Board Chair; Member of Audit and Finance Committee


As mentioned above, I have had for over 10 years a steadfast commitment to the families and students of KIPP NYC. It has been a mission of mine to leverage my skills and means to support this organization in its mission to get its students to and through college, and to pursue fulfilling lives. I am excited about the potential opportunity to open the proposed school as it will further my goal of serving more families and students with high-quality educational and extracurricular programs.






This does not apply to me. X Yes. (Include description here): iMentor; Dalton School; Planned Parenthood (NYC)






I know the other board members because we currently serve together on the Board of KIPP NYC Public Charter Schools.















X Yes. I know employees and Trustees of KIPP NYC through my experience serving on KIPP NYC school boards. Not applicable because the School does not/will not contract with a management

company or charter management organization.

















board.




I would review the situation and facts with the Board member to find an immediate solution to the problem. If the situation persisted, I would speak with other Board members to gain their insights and proposed solutions, and consider calling on the Board member to leave the Board if the situation warranted such action. I would contact SED for support if I deemed it necessary.







Yes.




philosophy.

I believe that the mission of the proposed school is to prepare its students for success in college and life.


The school provides a rigorous college preparatory educational program that focuses on the development of the academic skills and the character traits required to succeed in college and life.




successful.

Hire, train and develop, and retain excellent staff and leadership

Implement an effective academic strategy that includes setting aggressive goals, executing a rigorous instructional design, and executing a portfolio of enabling systems that drive academic performance (including for example data-driven instruction protocols, instructional coaching programs, progress monitoring systems, and leadership operating mechanisms to support high functioning leadership teams).

Implement programs that allow the school to meet the needs of special student populations (e.g., ELL and SPED).

Implement programs that build the character/non-cognitive skills of students.

Build and maintain a student culture that supports learning and student engagement and reinforces the school’s values.

Build and maintain relationships with parents that deeply engage them in their children’s learning and school life.

Develop and maintain an operating platform and key infrastructure that support the effective daily operations of a school.

Ensure that the school’s financial situation is tightly and carefully managed and is sustainable.

The Board’s job is to ensure the school hires capable, effective leadership; review the performance of leadership and hold leadership accountable; monitor school operations, student outcomes and staff, student and parent feedback and identify gaps or issues that require responsive action; review strategy and oversee resource allocation in support of the school’s goals and consistent with the board’s accountability responsibilities; and provide financial stewardship.



I, Rafael Mayer (name of proposed board member) state that I am the applicant for board member approval and I have read the questionnaire and any supporting documents and know the contents thereof; that the same is true to my knowledge except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true and further acknowledge that I am aware of the fact that, pursuant to Penal Law §175.30, a person who knowingly offers a false instrument for filing to a public official or public servant is guilty of Offering a False

Instrument for Filing in the 2nd


Signature

____________________________ Date


6/21/2017

Rafael Mayer

EDUCATIONUniversity of Pennsylvania, BS Wharton School of Business

1991-1993 (degree awarded 1997) Major - Finance & Decision Sciences Graduated Cum Laude

WORK EXPERIENCEKhronos LLC – CIO/CEO; 7/96 – Present

Asset Management Advisors – Director of Research; 6/93 – 6/96

Franklin Electronic Publishers – Software Architect; 6/86 – 9/91

NEW YORK STATE EDUCATION DEPARTMENT

CHARTER SCHOOL OFFICE




















Member Name: Brian Zied


E-Mail Address

Home Telepho

Home Address

Business Telep

Business Addr Please note that this document is considered a public record and as such, may be made available to members of the public upon request under the Freedom of

DocuSign Envelope ID: BDE8909E-B9C2-46BE-BC56-6E6C42BEF1F2

Information Law. Personal contact information provided above will be redacted.




X Résumé Attached




group.

I have served since 2006 on KIPP NYC School Boards (KIPP Washington Heights Charter School and KIPP Infinity Charter School). Through that service I have met leadership of KIPP NYC and Trustees of KIPP NYC Public Charter Schools, who invited me to join the Board.




X I affirm.






X I affirm.




bring to the table.

I have served since 2006 on KIPP NYC School Boards (KIPP Washington Heights Charter School, KIPP Infinity Charter School, KIPP NYC Public Charter Schools). Through this experience, I have developed a robust understanding of approaches that a charter school needs to pursue in order to generate strong student outcomes. I will share these approaches with the Board of KIPP NYC Public Charter Schools and the leadership of KIPP NYC.





I take extremely seriously the responsibilities that come with being a Trustee of KIPP NYC Public Charter Schools. Through my experience as a Trustee of KIPP NYC Schools, I know that the position requires a meaningful commitment to ensure that the Board of Trustees is an excellent steward of the education corporation and holds the schools accountable to their short- and long-term goals. I am excited to take on such responsibilities and the challenge that comes with closing the achievement gap. As a Board member this endeavor has been critical to my life for many years.



Brian Zied Printed Name

_____________________________________________________________________ Signature

____________________ Date


6/20/2017




X I affirm.












12. What board position(s) and/or offices(s) will you hold? (e.g., member, parent representative, vice-president, Finance committee, etc.): Trustee; Treasurer; Chair of Audit & Finance Committee


I am passionate about providing high-quality education to all students. Through my years of service on KIPP NYC Boards, I have seen the impact of KIPP’s work firsthand and believe deeply in its approach. KIPP NYC has a proven record of success in this arena, and I view this not only as an opportunity to share my experience and knowledge, but to learn from the expertise of other KIPP NYC Public Charter School Board members. The students of our schools deserve an excellent education and I believe that KIPP NYC delivers such excellence.






This does not apply to me. X Yes. (Include description here): KIPP Washington Heights Charter School and KIPP Infinity Charter School






I know the KIPP NYC Public Charter Schools Board members given my service on that Board.

















I know several employees of the management company serving KIPP NYC Public Charter Schools through my service as a Trustee.





Yes.


Not applicable because the School will not contract with a management company or charter management organization.










board.




I would discuss this matter with the Board Chair and insist that he and the Board member eliminate the problem immediately. I would also offer any assistance in finding a solution. If the situation persists, I would implore the Board Chair to call for the Board member’s resignation. If I was not satisfied with the outcome of that approach, I would then appeal to the State Education Department.







Yes.




philosophy.







successful.

I believe KIPP NYC Public Charter Schools’ program perfectly outlines the necessary aspects of a successful charter school: high expectations for all, parents’ ability to choose, more time in the classroom, the principal’s power to lead, and a focus on results. In addition, I believe the Board of KIPP NYC Public Charter Schools is charged with ensuring that all activities of KIPP NYC Public Charter Schools are fair, just, and in the best interest of the students and school staff. The Board oversees compliance and provides guidance to the school whenever necessary.



I, Brian Zied state that I am the applicant for board member approval and I have read the questionnaire and any supporting documents and know the contents thereof; that the same is true to my knowledge except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true and further acknowledge that I am aware of the fact that, pursuant to Penal Law §175.30, a person who knowingly offers a false instrument for filing to a public official or public servant is



Signature

____________________________ Date


6/20/2017

Brian Zied – Educational and Work History

University of Pennsylvania, BS Wharton School of Business, BAS Moore School of Engineering 1991

Bear, Stearns & Co. Inc. New York, NY – Financial Analyst from June 1991- July 1993 and Associate fromAugust 1993- September 1995

Omega Advisors – New York, NY – Financial Analyst and Limited Partner 9/95-10/98

Maverick Capital – New York, NY – Consumer Sector Head and Limited Partner 10/98-4/2010

Charter Bridge Capital – New York, NY – Founder, CEO and Portfolio Manager 5/2010-6/2015

Pine River Capital Management – New York, NY – Portfolio Manager 10/2015 to 10/2016

Impala Asset Management – New York, NY – Senior Analyst 10/2016 to Present





















Member Name: Richard Taft


E-Mail Address:

Home Telephon

Home Address:

Business Telep

Business Addre

DocuSign Envelope ID: CAE9EF2C-DBC5-4321-8785-AF840A8E1A96





X Résumé Attached




group.

I served for 10 years (2006-2016) on the Board of KIPP Infinity Charter School. Through my service I have met leadership of KIPP NYC and Trustees of KIPP NYC Public Charter Schools, who invited me to join the Board.




X I affirm.






X I affirm.




bring to the table.

I served on the Board of KIPP Infinity Charter School from 2006-2016. Through this experience, I developed a robust understanding of approaches that a charter school needs to pursue in order to generate strong student outcomes. I will share these approaches with the Board of KIPP NYC Public Charter Schools and the leadership of KIPP NYC.





I take extremely seriously the responsibilities that come with being a Trustee of KIPP NYC Public Charter Schools. Through my experience as a Trustee, I know that the position requires a meaningful commitment to ensure that the Board of Trustees is an excellent steward of the education corporation and holds the schools accountable to their short- and long-term goals. I am excited to take on such responsibilities and the challenge that comes with closing the achievement gap. As a Board member of KIPP Infinity Charter School and now of KIPP NYC Public Charter Schools, this endeavor has been critical to my life for many years.



Richard Taft Printed Name

_____________________________________________________________________ Signature

____________________ Date


6/22/2017




X I affirm.












12. What board position(s) and/or offices(s) will you hold? (e.g., member, parent representative, vice-president, Finance committee, etc.): Trustee; Member of Audit & Finance Committee


I am passionate about providing high-quality education to all students. Through my years of service on the KIPP Infinity Board and the Board of KIPP NYC Public Charter Schools, I have seen the impact of KIPP’s work firsthand and believe deeply in its approach. KIPP NYC has a proven record of success in this arena, and I view this not only as an opportunity to share my experience and knowledge, but to learn from the expertise of other KIPP NYC Public Charter School Board members. The students of our schools deserve an excellent education and I believe that KIPP NYC delivers such excellence.






This does not apply to me. X Yes. (Include description here): KIPP Infinity Charter School






I know the KIPP NYC Public Charter Schools Board members given my service as a Trustee of KIPP NYC Public Charter Schools Board.

















I know several employees of the management company serving KIPP NYC Public Charter Schools through my service as a Trustee.





Yes.


Not applicable because the School will not contract with a management company or charter management organization.










board.




I would discuss this matter with the Board Chair and insist that he and the Board member eliminate the problem immediately. I would also offer any assistance in finding a solution. If the situation persists, I would implore the Board Chair to call for the Board member’s resignation. If I was not satisfied with the outcome of that approach, I would then appeal to the State Education Department.







Yes.




philosophy.







successful.

I believe KIPP NYC Public Charter Schools’ approach perfectly outline the necessary aspects of a successful charter school: high expectations for all, parents’ ability to choose, more time in the classroom, the principal’s power to lead, and a focus on results. In addition, I believe the Board of KIPP NYC Public Charter Schools is charged with ensuring that all activities of KIPP NYC Public Charter Schools are fair, just, and in the best interest of the students and school staff. The Board oversees compliance and provides guidance to the school whenever necessary.



I, Richard Taft state that I am the applicant for board member approval and I have read the questionnaire and any supporting documents and know the contents thereof; that the same is true to my knowledge except as to the matters therein stated to be alleged upon information and belief, and as to those matters I believe it to be true and further acknowledge that I am aware of the fact that, pursuant to Penal Law §175.30, a person who knowingly offers a false instrument for filing to a public official or public servant is



Signature

____________________________ Date


6/22/2017

RICHARD M. TAFT, CPA

PROFESSIONAL EXPERIENCE

COLUMBIA THREADNEEDLE, PORTFOLIO MANAGER New York, 2010-Present

PIONEERPATH (CITADEL), PORTFOLIO MANAGER New York, 2009-2010

Actively managed a $150M TMT (Telecom, Media and Technology) Long-Short Equity Fund. Supervised 2 Senior Equity Analysts. Responsible for portfolio construction, risk management, position sizing and hedging strategy. Performed primary research in Telecom and Media sectors. Bottom-up fundamental analysis utilizing industry contacts, financial modeling and in-depth research.

SWISS RE FINANCIAL PRODUCTS, MANAGING DIRECTOR New York, 2008

Deputy Portfolio Manager and Senior Analyst for TMT Sectors. Managed a $200-300M TMT portfolio as a part of the larger $800M internal Long-Short Equity Fund. Responsible for sub-sector portfolio construction, including position sizing and hedging strategy. Bottom-up fundamental analysis, utilizing industry contacts, financial modeling and in-depth research.

GLENVIEW CAPITAL MANAGEMENT, MANAGING DIRECTOR New York, 2004-2007

TMT Team Leader and Senior Analyst responsible for gross equity capital of $1.5-2.5B. Responsible for idea generation and the research & analysis of individual companies and sector themes. Bottom-up fundamental approach, utilizing industry contacts, financial modeling and in-depth research. Assessed competitive positioning, sustainable growth rates, valuation, addressable markets, technology,

capital structure and the impact of regulation. Responsible for the training and supervision of two to three analysts in the TMT sectors.

CANDLEWOOD CAPITAL MANAGEMENT, PARTNER New York/Princeton, 2002-2003

Portfolio Manager and Senior Analyst for TMT Sectors. Focused on the communications and technology ecosystem in an effort to anticipate secular and cyclical

trends and exploit under-appreciated opportunities in public markets. Assisted in Launched and operational management of CommTech Sector Fund, including incorporation,

regulatory filings, and development of the business plan.

PEQUOT CAPITAL MANAGEMENT, LLC, VICE PRESIDENT New York, 2000-2002

Senior Analyst & Domestic Telecom Team Leader. General Partner of the Telecom & Media Fund & Participating Partner of the diversified funds. Responsible for the training and supervision of three analysts in the Telecom and Technology sectors.

Fundamental research, including qualitative interviews of company management (including visits tooperations), competitors and quantitative reviews of financial results and industry data.

Responsible for Team P&L, developing thematic investment strategies, individual stock selection.

SCUDDER KEMPER INVESTMENTS (SKI), VICE PRESIDENT Boston, 1997 – 1999

Senior Global Equity Telecommunication Services Analyst and Value Team Leader. Responsible for providing investment recommendations to all domestic and global portfolios. Fundamental analysis, incorporating financial modeling, valuation methodologies, independent industry

analysis, and qualitative assessment of management, personnel, competitive positioning and strategy. Managed the Telecom holdings in the Research Portfolio, an S&P 500 sector neutral benchmarked product. Value Team leader serving as liaison to Senior Management and the other “Product Teams.”

PRICE WATERHOUSE, LLP, SENIOR ACCOUNTANT Washington, DC 1993 -1996

Senior Accountant & Business Advisor with primary engagement being MCI Telecommunications (MCI). Audited & Advised clients in the communications, entertainment, manufacturing and hi-tech industries. Planned, executed and supervised engagements for publicly traded companies and lobbying organizations. Responsible for technical accounting research, testing of balance sheet and income statement accounts and

the preparation and communication of recommendations to management. Assisted with the preparation of annual reports, SEC 10-K filings, SEC 10-Q quarterly filings, SEC debt

and equity issuance filings, comfort letters and press releases. Consulting engagements included billing and collection analysis, corporate reorganization, asset

impairment reviews, competitive pricing analysis and quality assurance.

EDUCATION

Master of Business Administration May 1993STATE UNIVERSITY OF NEW YORK AT BUFFALO Amherst, NYGraduate with Honors

Bachelor of Business Administration May 1992STATE UNIVERSITY OF NEW YORK AT BUFFALO Amherst, NYGraduate with HonorsConcentrations: Accounting & Finance

AFFILIATION/ INTERESTS

Board member of KIPP Infinity Charter School (2006, Harlem, NY)Boys and Girls Club (2002, Trenton, NJ)Tennis, Golf, Basketball and Skiing

References Available Upon Request

Documents

Letter of Intent...DocuSign Envelope ID: 6474228E-2CEF-4F3C-8E2A-B4A71444B39B c. Proposed school location. The proposed site of the school will be in the Bronx, with a particular focus