1. Executive Summary

Walton Global Enterprise, LLC (WGE) submits this proposal narrative in response to the Montgomery County Public Schools (MCPS) Request for Proposals (RFP) BPM056960. This study encompasses a two-phase analysis: a countywide school consolidation/closure analysis (Phase 1) and a comprehensive boundary study (Phase 2) for elementary and middle schools. The proposal submission deadline is June 1, 2026, at 2:00 PM ET.

WGE serves as the Strategic Lead and Prime Oversight entity within the Option C consortium model, supported by Spatial Systems as GIS Specialist and Geospatial Analytics lead and SOClogix as Security Host and Data Integrity lead. This "Triple Threat" technical approach is structured to ensure the study is executed with institutional discipline, data integrity, and regulatory compliance. Our approach is characterized by three core pillars:

1. Consortium Delivery Model: WGE provides strategic leadership and prime oversight, Spatial Systems delivers GIS-based analysis and geospatial scenario modeling, and SOClogix maintains secure hosting and data integrity controls.
2. Compliance-First Methodology: Proactive adherence to the Maryland Online Data Privacy Act (MODPA) through the implementation of formal Data Protection Assessments (DPA) and documented data handling controls.
3. Policy and Governance Alignment: Governing the full lifecycle of the study and aligning analytical outputs with MCPS requirements and the Policy FAA factors of Demographics, Geography, Stability, and Utilization.

2. Compliance-First Framework: MODPA and Data Protection

The MCPS School Consolidation and Boundary Study involves the processing of sensitive student, household, and community data. Under the Maryland Online Data Privacy Act (MODPA), which becomes effective during the performance window of this contract (August 2026 – March 2028), the Option C consortium implements a compliance-first framework led by WGE, with Spatial Systems supporting controlled analytical use of geospatial data and SOClogix maintaining the secure hosting environment and data integrity controls.

2.1. Mandated Data Protection Assessments (DPA)

WGE leads the project by initiating a formal Data Protection Assessment (DPA) at the inception of the engagement. As student data is classified as sensitive under MODPA, a DPA is required for processing activities that present heightened risk. The assessment framework governs data intake, processing, storage, access, and disposition across the consortium team.

Our MODPA compliance framework includes:

• Data Minimization: Ensuring only necessary identifiers and attributes are collected and processed for modeling and analysis.
• Purpose Limitation: Restricting all processing activities to the documented requirements of MCPS RFP BPM056960.
• Proportionality Assessment: Evaluating the analytical value of scenarios against privacy and data handling risk.
• Safeguard Documentation: Identifying and implementing technical, administrative, and organizational controls to secure personal data.
• Processor Oversight: Maintaining documented accountability for each consortium participant handling or accessing project data.

2.2. Processor Accountability

WGE operates as the Prime contractor with oversight responsibility for consortium-wide compliance. In alignment with MODPA and the Family Educational Rights and Privacy Act (FERPA), WGE ensures that all data remains under the control of MCPS and is used solely for the documented purposes of the BPM056960 study. Spatial Systems accesses only the data necessary for geospatial modeling and boundary analysis, while SOClogix maintains the protected hosting environment, system access controls, and audit support functions necessary to preserve data integrity.

3. Institutional Delivery Discipline: Option C Consortium Model

WGE leverages its status as a Service-Disabled Veteran-Owned Small Business (SDVOSB) to provide structured prime leadership and program oversight across the Option C consortium. This model assigns defined responsibilities to each team member and supports execution without operational disruption: WGE as Strategic Lead and Prime Oversight, Spatial Systems as GIS Specialist and Geospatial Analytics lead, and SOClogix as Security Host and Data Integrity lead.

3.1. Structured Program Delivery

The consortium operates through defined roles and documented processes to manage the full boundary study lifecycle. WGE directs governance, schedule control, stakeholder coordination, and final deliverable oversight. Spatial Systems executes mapping, spatial analysis, scenario visualization, and geospatial reporting. SOClogix supports secure data hosting, controlled access, and integrity protections for all project datasets and analytical outputs.

3.2. Operational Accountability

Every phase of the BPM056960 study is governed by clear ownership. WGE provides performance tracking and transparent reporting to the MCPS Board of Education, Spatial Systems maintains analytical traceability for scenario development, and SOClogix maintains documented controls for system security, access management, and audit readiness.

4. Prime Oversight Lead: Triple Threat Technical Approach

The primary execution requirement in BPM056960 is the integration of governance, geospatial analysis, and protected data operations into a single delivery structure. The Option C consortium addresses this through a Triple Threat technical approach led by WGE.

4.1. Lifecycle Governance

As Strategic Lead and Prime Oversight entity, WGE governs the entire lifecycle of the consolidation and boundary study. This includes:

• Phase 1 Governance: Monitoring the analysis of elementary and middle school closures to ensure data integrity, facility alignment, and documented decision support.
• Phase 2 Governance: Overseeing the development of boundary scenarios to ensure they align with MCPS policy requirements and public review needs.
• Consortium Coordination: Managing workstream integration across WGE, Spatial Systems, and SOClogix to maintain schedule, scope, and compliance discipline.

4.2. Policy and Regulatory Alignment

The consortium ensures that all deliverables are compliant with local, state, and federal requirements. In addition to MODPA and FERPA data handling obligations, the technical approach aligns scenario development and evaluation with Policy FAA factors:

• Demographics
• Geography
• Stability
• Utilization

WGE maintains oversight of documented compliance and public accountability requirements, Spatial Systems supports policy-aligned geospatial analysis, and SOClogix supports the protected technical environment required for compliant processing and retention.

5. Technical Approach: Phase 1 & Phase 2 Execution

The Option C consortium technical approach for BPM056960 is modular and role-defined across WGE, Spatial Systems, and SOClogix.

Phase	Activity	Deliverable
Phase 1	Consolidation Analysis	Comprehensive facility, enrollment, utilization, and closure analysis supported by geospatial review and protected data handling.
Phase 2	Boundary Study	Data-driven boundary scenarios, geospatial modeling outputs, and community impact assessments aligned to Policy FAA factors.
Cross-Phase	Community Engagement	Documented outreach, public meeting support, GIS-supported presentation tools, and controlled feedback collection.

5.1. Community Engagement and Transparency

A boundary study requires sustained community involvement. The consortium manages the engagement lifecycle through a defined 16-meeting annual outreach cycle supported by coordinated planning, public-facing scenario materials, and structured reporting. This approach includes:

• 16-Meeting Annual Outreach Cycle: Planned public engagement sessions, briefings, and stakeholder touchpoints conducted across the annual study calendar.
• Secure Surveying and Feedback Collection: MODPA-compliant tools and controlled intake methods for gathering community feedback.
• Scenario Modeling: High-contrast, readable maps and data sets prepared by Spatial Systems to support transparent public review.
• Structured Reporting: Regular briefings and documented updates to the MCPS Board of Education on engagement results, scenario impacts, and data trends.

6. Data Privacy and Security Protocols

To maintain the highest standards of data integrity, the Option C consortium implements the following security protocols under WGE oversight and SOClogix-hosted protections:

• Encryption: All student, facility, and analytical data is encrypted at rest and in transit.
• Access Control: Least-privilege access is granted only to authorized personnel with documented role-based need.
• Audit Logging: Detailed logs of data access, transfer, and processing activities are maintained for compliance reviews and audit support.
• De-identification: Where possible, data used for modeling is aggregated or de-identified to protect individual student identities.
• Secure Hosting: SOClogix maintains the protected hosting environment and system safeguards necessary to preserve confidentiality, integrity, and controlled availability of project data.
• Geospatial Data Handling Controls: Spatial Systems uses only the approved datasets and authorized analytical environments required for scenario development and mapping.

7. Corporate Overview: Walton Global Enterprise, LLC

WGE is a specialized government consulting and compliance firm dedicated to providing institutional delivery discipline. For BPM056960, WGE serves as Strategic Lead and Prime Oversight within the Option C consortium with Spatial Systems and SOClogix. We operate inside regulated, high-impact environments to support mission-critical initiatives.

7.1. Company Designations

• Entity Name: Walton Global Enterprise, LLC
• CAGE Code: 16PW4
• UEI: VKVCWMMQ6JD6
• Socio-Economic Status: Service-Disabled Veteran-Owned Small Business (SDVOSB)

7.2. Core NAICS Codes

• 541611: Administrative Management and General Management Consulting Services
• 541618: Other Management Consulting Services
• 541990: All Other Professional, Scientific, and Technical Services

For further information regarding our structured consulting and compliance support services, please visit our official website or contact our project management team.