Resource Library

​​​​​​​​​​​​​​​​​​​​Resource Library

​Below is the complete Resource Library.  To access individual sections by page, please click on the drop down underneath ‘Resource Library’ in the heading bar above.​

Audits​​​

​​​Copies of each of the financial audits listed below were downloaded directly from the Office of the State Auditor website. 

Capital

HB 33 (House Bill 33)

• 6 year mill levy (funds collected throughout the year with most of the collections in December and January)
  
• Traditionally, districts uses HB33 revenues to:
  
  • Renew exisiting facilities (school-based and district-wide funds)
    
  • Address specific health-safety and code compliance issues
    
  • Provide for educational equipment and support
    
  • Provide for smaller capital needs at each facility through distribution of School Improvement Project (SIP) funds.
    
• HB 33 is also a contributory source of funds for additional classrooms and contingencies in concert with on-going general obligation bond cycles.

​​Name	​2016-2017 40 Day Mem.	​% of Total Membership	​SB-9 Budgeted Revenue
​Albuquerque	​86,546.00	​87.79%	​$27,196,061
​Alb. Charter Academy (SIA)	​288.00	​0.29%	​$89,838
​Alb. Talent Dev. Secondary	​177.00	​0.18%	​$55,761
​Alice King Community Sch.	​410.00	​0.42%	​$130,110
​Christine Duncan Heritage	​274.00	​0.28%	​​$86,740
​Corrales International School	​260.00	​0.26%	​$80,544
​Digital Arts & Tech. Academy	​307.00	​0.31%	​$96,033
​East Mountain High	​362.00	​0.37%	​$114,621
​El Camino Real	​295.00	​0.30%	​$92,936
​Gordon Bernell	​395.00	​0.40%	​$123,914
​La Academia de Esperanza	​328.00	​0.33%	​$102,229
​Los Puentes	​189.00	​0.19%	​$58,859
​Montessori of the Rio Gr.	​216.00	​0.22%	​$68,153
​Mountain Mahogany	​203.00	​0.21%	​$65,055
​Native American Comm. Ac.	​400.00	​0.41%	​$127,012
​Nuestros Valores	​138.00	​0.14%	​$43,370
​Public Academy for Perf. Arts	​380.00	​0.39%	​$120,816
​Robert F. Kennedy	​312.00	​0.32%	​$99,131
​South Valley Academy	​612.00	​0.62%	​$192,067
​Twenty First Century Pub. Ac.	​253.00	​0.26%	​$80,544
​State Charters:	​	​	​
​​Academy of Trades & Tech.	​118.00	​0.12%	​$37,174
ACE Leadership High School​	​347.00	​0.35%	​$108,425
​Alb. School of Excellence	​427.00	​0.43%	​$133,208
​Alb. Sign Language Academy	​97.00	​0.10%	​$30,979
​Amy Biehl	​301.00	​0.31%	​$96,033
​Cesar Chavez Comm. School	​204.00	​0.21%	​$65,055
​​Cien Aguas Intl. School	​391.00	​0.40%	​$123,914
Coral Community​	​204.00	​0.21%	​$65,055
Cottonwood Classical ​	​706.00	​0.72%	​$233,045
​Gilbert L. Sena	​173.00	​0.18%	​$55,761
​Health Leadership High Sch.	​192.00	​0.19%	​58,859
​Horizon Academy West	​451.00	​0.46%	​$142,501
​Intl. Sch. at Mesa del Sol	​295.00	​0.30%	​$92,936
​La Promesa Early Learning	​394.00	​0.40%	​$123,914
​Media Arts Collaborative	​259.00	​0.26%	​$80,544
​Montessori Elementary Sch.	​420.00	​0.43%	​$133,208
​New America School	​328.00	​0.33%	​$102,229
​South Valley Preparatory	​156.00	​0.16%	​$49,566
​Southwest Aeronautics…	​259.00	​0.26%	​$80,544
​Southwest Intermediate LC	​95.00	​0.10%	​$30,979
​Southwest Primary LC	​102.00	​0.10%	​$30,979
​Southwest Secondary LC	​281.00	​0.29%	​$89,838
​ABQ W/ CHARTERS	​98,545.00	​100.00%	​$30,978,540

​Name	​2016-2017 ​40 Day Mem.	​% of Total Membership	​SB-9 Budgeted Revenue
​Silver City	​2,729.50	​94.40%	​$1,092,011
​Aldo Leopold	​162.00	​5.60%	​$64,780
​SILVER CITY W/ CHARTERS	​2,891.50​	​100.00%	​$1,1​56,791

Disposition of Property​

​

​The following information is taken directly from the NM Public Education Department’s Capital Outlay Disposition website.  ​

​​
​​​Request for Disposition of Property​

​

Section 13-6-2, NMSA, 1978, provides that a school district is empowered to sell or otherwise dispose of real or personal property belonging to the school district. ​

A disposition is any sale, lease, trade, exchange, and/or gift.  In essence, this means to remove the item from the primary control of the school district.  

In accordance with Section 13-6, NMSA, 1978, the district must obtain persmission from either the Public Education Department (PED), State Board of Finance (SBF), or State Auditor’s Office (SAO) on any and all dispositions of property (Lease, Sell, Exchange, or other disposition) depending on the value or terms of the lease.

Approval is needed from the appropriate entity as listed below:​

Office of the State Auditor Fraud Hotline​

Reports may be made anonymously through the OSA Hotline by clicking ​​​here or by calling 1-866-OSA-FRAUD (1-866-672-3728).  You may also speak to an investigator by calling (505) 476-3800 or writing to the office at:

New Mexico Office of the State Auditor

2540 Camino Edward Ortiz, Suite A

Santa Fe, NM 87505

https://www.saonm.org/special_audits_investigations 

Planning Award Schedule 17-18

The full list of Planning Awards can be found on the New Mexico Public EducationDepartment’s Administrative Services website.​

​FY17-18 Planning Awards	​PDF Attachment
​13000 Transportation	​13000 Transportation.pdf
​14000 Instructional Materials	​14000 Instructional Materials.pdf
​24101 Title I	​24101 Title I.pdf
​24103 Migrant Education	​24103 Migrant Education.pdf
​24106 IDEA-B	​24106 IDEA-B.pdf
​24109 IDEA-B Preschool	​24109 IDEA-B Preschool.pdf
​24123 Title I Neglected and Delinquent	​24123 Title I Neglected & Delinquent.pdf
​24124 School Improvement Grant 1003G	​24124 School Improvement Grant 1003G.pdf
​24132 Results Driven Accountability	​24132 Results Driven Accountability.pdf
​24154 Title II	​24154 Title II.pdf
​24163 Title III ESL Immigrant	​24163 Title III ESL Immigrant.pdf
​24174, 24177 Carl Perkins Basic	​24174, 24177 Carl Perkins Basic.pdf
​27114 Reads to Lead Awards 2017-2018	​27114 Reads to Lead Awards 17-18.pdf
​27141 Truancy Initiative	​27141 Truancy Initiative.pdf
​27149 Pre-K Initiative	​27149 Pre-K Initiative.pdf
​27166 K-3 Plus Summer 2017	​​27166 K-3 Plus Summer 2017.pdf

Final Award Schedule 16-17

The full list of Planning Awards can be found on the New Mexico Public EducationDepartment’s Administrative Services website​.

​​16-17 Final Awards	​​PDF Attachment
​14000 Instructional Materials Final Allocation	​14000 Instructional Materials Final Allocation.pdf
​14000 Instructional Materials Private School Balance Allocation	​14000 Instructional Materials Private School Balance Allocation.pdf
​24101 Title I	​24101 Title I.pdf
​24106 IDEA-B	​24106 IDEA-B.pdf
​24109 Preschool	​24109 Preschool.pdf
​24112 IDEA-B CEIS	​24112 IDEA-B CEIS.pdf
​24115 IDEA-B Private School	​24115 IDEA-B Private School.pdf
​24123 Title I Neglected and Delinquent	​24123 Title I Neglected and Delinquent .pdf
​24160 Rural and Low Income	​24160 Rural and Low Income.pdf
​24162 Title I School Improvement 1003A	​24162 Title I School Improvement 1003A.pdf
​24176, 24179 Carl Perkins Redistribution	​24176, 24179 Carl Perkins Redistribution.pdf

Policies and Procedures

Procurement

New Mexico Statutes Annotated (NMSA) 1978, Chapter ​​​​13 Public Purchases & Property                                       2013 Supplement – This supplement includes laws enacted since the 2012 Replacement Pamphlet through the First Session of the Fifty-First Legislature (2013) and annotations through 2013-NMSC-017 and 2013-NMCA-059.

NM Statutes 2013 Supplement.pdf

New Mexico Statutes Annotated (NMSA) 1978​, Chapter 13 Public Purchases & Property                                           2012 Replacement Pamphlet – This pamphlet includes laws enacted through the Second Session of the Fiftieth Legislature (2012) and annotations through 2012-NMSC-007 and 2012-NMCA-039.

NM Statutes 2012 Replacement.pdf

​​​​​​What is a Chief Procurement Officer?

Definition

13-1-38.1. Definition; chief procurement officer:

“Chief procurement officer” means that person within a state agency’s or local public body’s central purchasing office who is responsible for the control of procurement of item’s of tangible personal property, services or construction.  “Chief procurement officer” includes the state purchasing agent.

Each State Agency and Local Public Body is to identify its Chief Procurement Officer (CPO) by January 1, 2014.

To register a CPO for your Charter School, please visit this website.  ​

Required Training for the CPO

13-1-95.2.C

“The state purchasing agent shall offer a certification training program for chief procurement officers each year.”

13-1-95.2.D

​On or before January 1, 2015, the state purchasing agent shall establish a certification program for chief procurement officers that includes initial certification and recertification every two years for all chief procurement officers.  In order to be recertified, a chief procurement officer shall pass a recertification examination approved by the secretary of general services.

For more information about the required training for CPO’s, please visit the State Purchasing section of the NM General Services Department’s website here.​

Who should be selected as the CPO?

This is a very good question, one that both charter law attorneys and procurement experts have not been able to give an across-the-board answer for.  It has been suggested that a full time employee of the Charter School, who makes the decisions regarding purchasing, be selected as the Chief Procurement Officer.  This could include the Executive Director or Principal.

Can a Business Manager be selected as the Charter School’s CPO?

A Business Manager can be selected as the CPO, however, if your charter school contracts with an outside company for Business Management Services, then that Business Manager would not be a full time employee of the school.  This would put the contracted Business Manager at risk for liability.

Keep in mind that a Business Manager facilitates the decisions regarding purchasing, but someone else may be making the actual selections on what to purchase.

Responsibilities of the CPO

• 13-1-38 Responsible for the issuance of change orders
  
  • Definition: “change order” means a written order signed and issued by a procurement officer directing the contractor to make changes which the changes clause of the contract authorizes the procurement officer to order with or without the consent of the contract.

• ​13-1-70 Responsible for the issuance of invitations to bid
  • Definition: “notice of invitation for bids” means a document issued by the procurement officer which contains a brief description of the services, construction or items of tangible personal property to be procured, the location where copies of the invitation to bid may be obtained, the location where bids are to be received, the cost, if any, for copies of plans and specifications, the date and place of the bid opening and such other information as the procurement officer deems necessary.

• 13-1-95.2 Responsible to make determinations, including determinations regarding exemptions, pursuant to the Procurement Code; issue purchase orders and authorize small purchases pursuant to the Procurement Code; and approve procurement pursuant to the Procurement Code.

• 13-1-106 Any decision by a procurement officer to permit or deny the withdrawal of a bid on the basis of a mistake contained therein shall be supported by a determination setting forth the grounds for the decision.

• 13-1-111 Responsible for making the determination of when to use competitive sealed proposals. 

• 13-1-117.1 Responsible for adopting and carrying out regulations regarding the selection of professional service awards.

• 13-1-125 Responsible for following the small purchase procedures for his/her local public body.
  • May procure services, construction or items of tangible personal property having a value not exceeding $60,000 (excluding applicable state and local gross receipts tax)
    
  • May procure services, construction or items of tangible personal property having a value not exceeding $20,000 (excluding applicable state and local gross receipts tax) by issuing a direct purchase order to a contractor based upon the best attainable price

• 13-1-126 Responsible for the approval of sole source awards; this includes determing the basis for the sole source procurement, conducting negotiations, and maintaining all written determinations on file.

• 13-1-127 Responsible for making determinations regarding emergency procurements

• 13-1-146 Responsible to determine when a bid security is required.
  • For construction contracts that exceed $25,000

• 13-1-156.1 Responsible to determine how to dispose of tangible property

• 13-1-175 Responsible for issuing a determination relating to a protest.
  • Determination will explain the reasons for the actions taken, and inform the protestant of the right to judicial review of the determination

• 13-1-179 Responsible for issuing a determination to debar or suspend​