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J. Paul Taylor Academy Charter School

Governance Council Regular Meeting

Wednesday, September 12, 2018 6:30 PM (MDT)

402 W. Court Building 2 Las Cruces New Mexico 88005

JPTA Media Room

This agenda may be revised up to seventy-two (72) hours prior to the meeting.

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I.

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E.

II.

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III.

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J. Paul Taylor Academy Charter School

Governance Council Regular Meeting

Wednesday, September 12, 2018 6:30 PM (MDT)

402 W. Court Building 2 Las Cruces New Mexico 88005

JPTA Media Room

This agenda may be revised up to seventy-two (72) hours prior to the meeting.

Opening Items

Call the Meeting to Order - Stephanie Haan-Amato

Roll Call - Robyn Rehbein - 2 minutes

Conflict of InterestStatement

Reading of Mission Statement - Stephanie Haan-Amato - 2 minutesJ. Paul Taylor Academy, in alliance with families at the school and community, will offer a rigorous, well rounded Spanish

acquisition, project based instructional program in a smaller school to promote excellence for the diverse students of the

Las Cruces area.

Approval of Agenda - Stephanie Haan-Amato - 5 minutes

Approval of August 15, 2018 Regular Meeting Minutes - Stephanie Haan-Amato - 2

minutesVote

Public Input

Public Input - Stephanie Haan-Amato

Public Input - 15 minutes

Staff Input - 15 minutes

Finance

Approve July Finance Committee Report - Martin Lopez - 5 minutesVote

Approve Budget Adjustment Requests 535-000-1819-0003-M, 0004-M, 0005-M, 0006-M,

0007-M, and 0008-M - Martin Lopez - 5 minutesVote

Governance

Call for Nominations of New Governance Council Member, Followed by Vote - Robyn

Rehbein - 5 minutesVote

Vote to Close Governance Council Position (Non-Fill of Vacancy) - Robyn Rehbein - 5

minutesVote

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C.

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VI.

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VII.

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Update on Closure of Position 10 - Stephanie Haan-Amato - 5 minutesDiscussion

Review Governance Council By-Laws Draft - Stephanie Haan-Amato - 15 minutesDiscussion

Executive Director Support and Evaluation

Executive Director Report - Christy Takacs - 15 minutesDiscussion

Testing Data - Sharon Myers - 15 minutesDiscussion

School Grade - Christy Takacs and Stephanie Haan-Amato - 10 minutesDiscussion

2017-18 Site Visit Final Report - Christy Takacs and Stephanie Haan-Amato - 5 minutesDiscussion

Policy - Stephanie Haan-Amato

Policy Committee Report - Stephanie Haan-Amato - 5 minutesDiscussion

Approve Parent Advisory Committee Policy - Stephanie Haan-Amato - 5 minutesVote

Student Meal Payment and Rights Policy - Christy Takacs and Stephanie Haan-Amato - 5

minutesDiscussion

Academic Oversight Committee Policy - Sherry Booth - 5 minutesDiscussion

Employee Policy Manual Update - Stephanie Haan-Amato - 5 minutesDiscussion

Committee Check-Ins and Updates - Stephanie Haan-Amato - 5 minutes

Academic Oversight Committee - Sherry Booth

Parent Advisory Committee - Janet Acosta

Gifted Advisory Committee - Janet Acosta

Facilities and Safety - Arthur Berkson

Development Committee (JPTA Foundation) - Carrie Hamblen and Janet Acosta

Audit Committee - Martin Lopez

Membership Committee - Robyn Rehbein

Other Business - Stephanie Haan-Amato

Member Goals-for-the-Year Check In - Robyn Rehbein - 5 minutesDiscussion

Open Discussion - 15 minutes

Closed SessionRoll Call Vote to move into closed session for the following reasons: -To discuss Collective Bargaining Strategies; closed

Pursuant to Section 10-15-1-H(5). NMSA 1978

Collective Bargaining Negotiation

Closing Items

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A. Adjourn - 1 minutesRoll Call Vote

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DRAFT - J. Paul Taylor Academy Governance Council Regular Meeting

Wednesday, August 15, 2018 6:30 PM (MDT)402 W. Court Building 2, Las Cruces, New Mexico 88005, JPTA Media Room

I. Opening Items A. The J. Paul Taylor Academy Governance Council met in open session on

August 15, 2018. The meeting was called to order at 6:38 p.m. to conduct a Regular meeting. 1. Roll was called by Robyn Rehbein: Governance Council members

Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein were present. A quorum was confirmed. Members Janet Acosta, Martin Lopez, and Carrie Hamblen were absent and had notified the Chair of their absences. Christy Takacs, Executive Director, Sharon Myers, Assistant Director, and Staff Members; Sylvia Fielder, Tamara Alexander and Jamie Alvarez were present. Members of the public: Shahla McDowell, Dr. Kamran Kamali, and Polly Kamali were present.

B. Chair, Stephanie Haan-Amato, called for any conflict of interest. None was stated by those in attendance.

C. Robyn Rehbein read the Mission Statement: J. Paul Taylor Academy, in alliance with families at the school and community, will offer a rigorous, well-rounded Spanish acquisition, project based instructional program in a smaller school to promote excellence for the diverse students of the Las Cruces area.

D. Arthur Berkson moved to approve the agenda for August 15, 2018, Regular Meeting Agenda. Sherry Booth seconded the motion. Motion approved unanimously with affirmative votes from Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein.

E. Robyn Rehbein moved to approve the minutes for July 18, 2018 Regular Meeting Minutes with the corrections listed below. Arthur Berkson seconded the motion. Motion approved unanimously with affirmative votes from Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein. Corrections: I. section G Arthur Burkson should read Arthur Berkson.

V. Ms. Takacs states she was very happy about these new in the amount of time that she had to hire for the open positions. Should read: Ms. Takacs states she was very happy about these new hires in the amount of time that she had to hire for the open positions

II. Public InputA. A student presented on his trip to Washington, D.C. for the Junior National

Young Leaders conference during the summer. B. Public Input –

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1. Chair, Stephanie Haan-Amato, called for any public input. Dr. Kamali expressed his appreciation for the Governance Council and all they do.

2. Chair, Stephanie Haan-Amato, called for any staff input. There was no staff input.

III. FinanceA. Stephanie Haan-Amato reviewed the June 2018 Finance Committee

Report. The report included a review of Operations and Activities Accounts, Expenditures and Revenue. The committee recommends the approval of the finance items on today’s agenda. Arthur Berkson moved to approve the June 2018 Finance Committee Report and all finance documents included in the agenda. Robyn Rehbein seconded the motion. Motion approved unanimously with affirmative votes from Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein.

B. Stephanie Haan-Amato briefly discussed the MOU Agreement for SWREC. Robyn Rehbein moved to approve the MOU Agreement for SWREC. Sherry Booth seconded the motion. Motion approved unanimously with affirmative votes from Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein.

C. Christy Takacs briefly discussed the Bilingual Multicultural Education Program Application status. The application was approved. We have not yet received information about the amount of funding, just a notice that it was approved. Ms. Takacs then discussed some updates from the staff development day held at the beginning of the month where they discussed how they want to implement bilingual programs at JPTA.

IV. GovernanceMembership Committee did not have a committee meeting, but the committee did meet with two people who were interested in joining the GC. Robyn Rehbein reported that after meeting with the two interested parties, there was only one application to join the council. Robyn Rehbein also reminded the council that the NMPED Charter School Division (CSD) granted an extension for filling the two open positions, and the deadlines for filling them are September 8th and 13th.

A. Sherry Booth moved to postpone the call for nominations of a New Governance Council Member, since the applicant was not in attendance due to a miscommunication, until the September 12, 2018 meeting. Arthur Berkson seconded the motion. Motion approved unanimously with affirmative votes from Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein.

B. Sherry Booth moved to approve to Close Governance Council Position #10, which had a NM PED CSD deadline of September 8th to designate a new member. Robyn Rehbein seconded the motion. Motion approved unanimously with affirmative votes from Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein. The vacancy in Position #10

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will not be filled this year, and the position is closed.

C. Robyn Rehbein briefly discussed an overview of Continuing Governing Body Training Requirements. Chair, Stephanie Haan-Amato, urged the board to pay close attention to these requirements. Continuing members must have 8 hours of training in the following areas to be completed by June 2019:

One (1) hour on public official/charter school governing body ethics and responsibilities

Three (3) hours on fiscal requirements Two (2) hours on understanding and evaluating academic data One (1) hour on open governing and requirements regarding free

public-school education One (1) hour on understanding and overseeing organizational

performance The listing of current training opportunities on the NMPED Charter Schools Division website (https://webnew.ped.state.nm.us/bureaus/charter-schools/training-opportunities/) was displayed and discussed. It was also discussed that Robyn Rehbein would contact the CSD and request a possible training to be held in Las Cruces, along with potential weekend dates (in January or February). The GC will reach out to the Southern New Mexico Coalition of Charter Schools to help facilitate more participation in the potential training in Las Cruces.

Robyn Rehbein also announced that the fiscal training from 2017-18 that Vicki Chavez conducted at the GC Retreat was approved by the CSD to be retroactive for the members in attendance. Vicki Chavez will submit the needed evaluations and file any paperwork needed with CSD to complete the training requirement for those members.

D. Stephanie Haan-Amato gave an update on the Employee Handbook. The committee met on August 10. They have received feedback from the Attorney and from staff members. Stephanie Haan-Amato stated that she will make the needed revisions as quickly as possible and that the name of the document will be changed to Employee Policy Manual.

E. Stephanie Haan-Amato gave an update on GC Bylaws. There is a finished draft which will be sent to the school Attorney and the council for review. Any comments or edits should be sent to Stephanie Haan-Amato before the next meeting, so it can be voted on during the October meeting.

F. Strategic Planning Next Steps will be on the agenda for the October Regular Meeting.

G. Christy Takacs and Stephanie Haan-Amato briefly updated everyone on the Performance Framework Analysis. This Performance Framework usually consists of test data. Christy Takacs worked on this with Ric Hernandez in June. The IPT data should be submitted soon as it was just finished today. Sharon Myers has taken on this responsibility to look and will have a report to share with the board and teachers soon.

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https://webnew.ped.state.nm.us/bureaus/charter-schools/training-opportunities/

https://webnew.ped.state.nm.us/bureaus/charter-schools/training-opportunities/

V. Executive Director Support and Evaluation

A. The Executive Director Report was given by Christy Takacs. Enrollment has changed since the submission of this report, but we are currently still at 200 students. Reasons for attrition and attrition data will be available at the next meeting. As mentioned above in the Performance Framework section, Sharon Myers and Christy Takacs have started compiling current test data. Ms. Myers has also been meeting with the teachers to talk about students who can benefit from interventions before starting the SAT process (in an informal pre-SAT meeting with teachers). Ms. Myers stated that it is a good opportunity to talk about student needs. Christy Takacs informed the council of the loss of the Social Worker due to resignation and that the school is currently seeking a new Social Worker (for about 6 hours a week).

VI. Policy A. The Policy Committee Report was given by Stephanie Haan-Amato. A

teacher, Mattie Kannard, joined the committee. There were no questions about the report.

B. Arthur Berkson moved to approve the Internal Control Policy with the adoption date of August 15, 2018. Sherry Booth seconded the motion. Motion approved unanimously with affirmative votes from Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein.

C. The Parent Advisory Committee Policy was displayed on the board for discussion. There was some discussion about whether to include a Bilingual Parent Advisory Committee statement/guidance in the Parent Advisory Committee Policy. It was noted that a solution would be to include a Spanish Language Acquisition discussion point in each meeting instead of adding it officially to the Policy. Ms. Takacs is seeking clarification on what is required for the Bilingual Parent Advisory Committee before this is discussed further. Removal of the quotes around school advisory committee in the first sentence was the only other edit suggested. Those edits will be made before the vote on policy.

VII. Audit A. The Audit Committee Report was presented by Stephanie Haan-Amato.

There were no questions on the Audit Committee Report.

VIII. Committee Check-Ins and Updates A. Sherry Booth gave the Academic Oversight Committee report. The

committee has not met yet, there was a meeting date, but it didn’t come to fruition.

B. Stephanie Haan-Amato gave a brief report on the Parent advisory Council from the attached agenda in today’s meeting agenda.

C. The Gifted Advisory Committee has not met yet. D. Arthur Berkson gave an update on the Facilities and Safety Committee.

Arthur Berkson spoke of a meeting held with LCPS and the director of Alma de Arte. LCPS has agreed to take on the maintenance of our grounds for at least this year. They also spoke about the feasibility for JPTA to get LCPS’ Safety Notifications. Robyn Rehbein asked about the mental health aspect

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of the Safety Committee. E. The Development Committee (JPTA Foundation) GC liaison was absent so

Polly Kamali (Foundation Treasurer) gave a brief update on the last foundation meeting. A brick order and other fundraisers were discussed. The meeting had a good turnout.

IX. Other Business A. During the Member Goals for the Year Check-In Robyn Rehbein asked

members to update their goal check in sheets. B. During Open Discussion Robyn Rehbein requested that potential quorums

notices being submitted for August 16, 2018 and during the celebration in September. Stephanie Haan-Amato spoke briefly about the Phoenix Award nominations being due on August 27, 2018 and encouraged all to submit a nomination for the Phoenix Awards.

X. Closed SessionA. Chair Stephanie Haan-Amato informed the board that here is nothing else to

report/discuss at this time regarding Collective Bargaining, and therefore there was no need to move into Closed Session to discuss Collective Bargaining Strategies (pursuant to Section 10-15-1-H (5). NMSA 1978).

XI. Closing ItemsA. Arthur Berkson moved to adjourn the August 15, 2018 Regular Meeting.

Sherry Booth seconded the motion. Motion was passed unanimously with affirmative votes by roll call from Arthur Berkson, Sherry Booth, Stephanie Haan-Amato, and Robyn Rehbein. Meeting was adjourned at 8:31 p.m.

Respectfully Submitted,

__________________________ Robyn Rehbein JPTA Governance Secretary

Approved _____________, 2018

__________________________ Stephanie Haan-Amato JPTA Governance Council Chair

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JPTA FINANCE COMMITTEEMonthly Finance Review and Report to the Governance Council

Fiscal Year: 2019-20 Month in review: JULY

Date: 5 Sept 18 Time: 1830 - 2000

Members present:

Martin Lopez, Jr, GC mbr, Stephanie Hann-Amato, GC Chair, Christy Takacs, Executive

Director; Gina Trujillo, Assistant Business Mgr; Mrs. Dozier, SPED Lead; Tomasa Shanbhag,

Guest (Prospective GC Member)

Initials Notes on Item(s) ReviewedMLJR Bank Reconciliations and Bank Statements – Julys bank statement on both accounts – Activities

$35,508.24; Operational $216,651.45

MLJR Cash ReportPED cash report submitted was: $252,033.33

MLJR Revenue and Expense ReportsSchool has expensed about 8% of budget for July. There was some maintenance bars (see) below to cover some expenses not budgeted for at the beginning of year – still within budget.

MLJR Check Voucher Report and Check Review1142 – Ms. Takacs – 78.80; 4160 Harris Compliance software (APTA accounting software) #13,382.24 (once a year payment); ACH to NMPSIA $29,096 (once a year payment)

MLJR Budget Adjustment Requests (BARs) – 6 Maintenance BARS.0003-M – Cover SPED salaries; 0004-M – Personnel Salaries; 0005 – Instructional Material; 0006 – Personnel Salaries; 0007 – Personnel Salaries; 0008 Personnel Salaries

MLJR Other: Distributed proposed dates for Finance Committee Meeting – No changes. Entrance Meeting for Auditors next week 13 Sept at 1430 – Martin will be on phone, need to arrange for phone line.

Notes:

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Citizens Home Page Secure E-Mail

Date 7/31/18 Page 1 PRIMARY ACCOUNT XXXXXX1801 ENCLOSURES 45

J PAUL TAYLOR ACADEMY OPERATIONAL ACCOUNT 402 W COURT AVE BLDG #2 LAS CRUCES NM 88005

******************************CHECKING ACCOUNTS************************************

ACCOUNT TITLE: J PAUL TAYLOR ACADEMY OPERATIONAL ACCOUNT

Keep your valuables safe!Stop in today and open a safe deposit box.

Visit us at www.citizenslc.com for more information

SMALL BUS CHKG NONPROF NUMBER OF ENCLOSURES 45 ACCOUNT NUMBER XXXXXX1801 Statement Dates 7/02/18 thru 7/31/18 PREVIOUS BALANCE 221,487.88 DAYS IN THE STATEMENT PERIOD 30 30 DEPOSITS/CREDITS 155,310.23 AVERAGE LEDGER 242,075.47 37 CHECKS/DEBITS 153,260.58 AVERAGE COLLECTED 242,063.33 SERVICE CHARGE .00 INTEREST PAID .00 CURRENT BALANCE 223,537.53

DEPOSITS AND ADDITIONS Date Description Amount

7/03 VNDR PYMT State of New Mex 457.08 091000016678563CCD 7/03 VNDR PYMT State of New Mex 1,335.50 091000016678562CCD 7/10 VNDR PYMT State of New Mex 119,015.00 091000012254323CCD 7/11 DEPOSIT 298.60 DP 7/12 FOODSERV FOODSERVSOL SV9T 94.50 242071755527816PPD 7/12 DEPOSIT 43.00 DP 7/13 DEPOSIT 4.35 DP 7/13 DEPOSIT 267.80 DP 7/16 DEPOSIT 20.00 DP 7/16 DEPOSIT 60.00 DP 7/16 DEPOSIT 205.00 DP 7/18 DEPOSIT 35.00 DP 7/19 FOODSERV FOODSERVSOL SV9T 210.00 242071752497433PPD 7/19 FOODSERV FOODSERVSOL SV9T 1,459.25 242071752497436PPD 7/19 DEPOSIT 57.35 DP 7/19 DEPOSIT 188.00 DP 7/20 DEPOSIT 50.00 DP 7/20 DEPOSIT 80.00 DP

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https://www.citizenslc.com

https://securemail-citizenslc.com/s/login?b=citizenslc




SMALL BUS CHKG NONPROF XXXXXX1801 (Continued)


7/23 DEPOSIT 20.00 DP 7/23 DEPOSIT 190.00 DP 7/24 DEPOSIT 20.00 DP 7/26 FOODSERV FOODSERVSOL SV9T 100.00 242071757469657PPD 7/26 FOODSERV FOODSERVSOL SV9T 250.00 242071757469620PPD 7/26 VNDR PYMT State of New Mex 3,313.73 091000011598526CCD 7/26 VNDR PYMT State of New Mex 4,071.08 091000011598527CCD 7/26 DEPOSIT 3.00 DP 7/30 DEPOSIT 24.00 DP 7/30 DEPOSIT 360.80 DP 7/31 VNDR PYMT State of New Mex 23,047.54 091000016375351CCD 7/31 DEPOSIT 29.65 DP

CHECKS AND WITHDRAWALS Date Description Amount

7/02 TRD PMNT TAX_REV_WKC_ECKS 120.40- 091000015687629CCD 7/02 TRD PMNT TAX_REV_CRS_ECKS 2,314.14- 091000015687985CCD 7/02 WEB PAY NMERB 28,548.32- 091000014159259CCD 7/10 PAYMENTS J Paul Taylor 3,537.82- 112201289082728CTX 7/10 PAYMENTS J Paul Taylor 13,388.90- 112201289083047CTX 7/13 PAYROLL J Paul Taylor 3,694.36- 112201289113001PPD 7/16 USATAXPYMT IRS 1,437.30- 061036010080293CCD 7/19 INSURANCE AFLAC 224.16- 021000024831947CCD 7/24 PAYMENTS J Paul Taylor 29,096.00- 112201289083150CTX 7/30 USATAXPYMT IRS 7,742.30- 061036010027934CCD 7/30 PAYROLL J Paul Taylor 28,248.88- 112201289113001PPD

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STATEMENT CODE SUMMARY CODE DESCRIPTION

DP DEPOSIT \SERIAL

SUMMARY BY CHECK NUMBER DATE CHECK NO AMOUNT DATE CHECK NO AMOUNT

7/05 4131 100.00 7/23 4149* 50.00 7/02 4133* 4,700.00 7/12 4150 100.00 7/02 4134 215.21 7/27 4153* 4.55 7/03 4135 39.89 7/25 4154 139.08 7/02 4136 729.71 7/30 4155 2,557.50 7/05 4137 400.00 7/24 4157* 267.14 7/24 4138 372.92 7/27 4158 2,758.75 7/19 4139 761.20 7/24 4159 1,448.86 7/11 4140 400.00 7/26 4160 13,382.46 7/05 4141 4,166.63 7/27 4161 199.95 7/05 4142 995.00 7/27 4162 146.39 7/26 4145* 138.66 7/26 4163 81.23 7/25 4146 66.74 7/27 4166* 686.13 * DENOTES MISSING CHECK NUMBERS

DAILY BALANCE INFORMATION DATE BALANCE DATE BALANCE DATE BALANCE

7/02 184,860.10 7/13 279,553.33 7/24 248,490.35 7/03 186,612.79 7/16 278,401.03 7/25 248,284.53 7/05 180,951.16 7/18 278,436.03 7/26 242,419.99 7/10 283,039.44 7/19 279,365.27 7/27 238,624.22 7/11 282,938.04 7/20 279,495.27 7/30 200,460.34 7/12 282,975.54 7/23 279,655.27 7/31 223,537.53

* * * E N D O F S T A T E M E N T * * *

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DEPOSIT Date: 07/11 Amount: $298.60 DEPOSIT Date: 07/11 Amount: $298.60






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Redacted: pages 6-12 of this bank statement, which contain only cancelled checks, pursuant to the Public Records Act because of personal identification information contained therein

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J PAUL TAYLOR ACADEMY ACTIVITY ACCOUNT 402 W COURT AVE BLDG #2 LAS CRUCES NM 88005

******************************CHECKING ACCOUNTS************************************

ACCOUNT TITLE: J PAUL TAYLOR ACADEMY ACTIVITY ACCOUNT

Keep your valuables safe!Stop in today and open a safe deposit box.

Visit us at www.citizenslc.com for more information

SMALL BUS CHKG NONPROF NUMBER OF ENCLOSURES 20 ACCOUNT NUMBER XXXXXX1802 Statement Dates 7/02/18 thru 7/31/18 PREVIOUS BALANCE 52,071.42 DAYS IN THE STATEMENT PERIOD 30 15 DEPOSITS/CREDITS 3,409.00 AVERAGE LEDGER 34,362.13 5 CHECKS/DEBITS 19,972.18 AVERAGE COLLECTED 34,285.47 SERVICE CHARGE .00 INTEREST PAID .00 CURRENT BALANCE 35,508.24


7/09 DEPOSIT 26.00 DP 7/11 DEPOSIT 164.00 DP 7/12 DEPOSIT 20.00 DP 7/16 DEPOSIT 26.00 DP 7/16 DEPOSIT 2,545.00 DP 7/17 DEPOSIT 13.00 DP 7/18 DEPOSIT 117.00 DP 7/20 DEPOSIT 24.00 DP 7/20 DEPOSIT 84.00 DP 7/23 DEPOSIT 6.00 DP 7/23 DEPOSIT 16.00 DP 7/24 DEPOSIT 108.00 DP 7/25 DEPOSIT 121.00 DP 7/26 DEPOSIT 126.00 DP 7/31 DEPOSIT 13.00 DP

STATEMENT CODE SUMMARY CODE DESCRIPTION

DP DEPOSIT \SERIAL


7/23 1138 210.92 7/02 1141* 19,290.46 * DENOTES MISSING CHECK NUMBERS

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J PAUL TAYLOR ACADEMY ACTIVITY ACCOUNT 402 W COURT AVE BLDG #2 LAS CRUCES NM 88005



7/24 1142 78.80 7/30 1145 301.00 7/23 1144* 91.00 * DENOTES MISSING CHECK NUMBERS

DAILY BALANCE INFORMATION DATE BALANCE DATE BALANCE DATE BALANCE

7/02 32,780.96 7/17 35,574.96 7/25 35,670.24 7/09 32,806.96 7/18 35,691.96 7/26 35,796.24 7/11 32,970.96 7/20 35,799.96 7/30 35,495.24 7/12 32,990.96 7/23 35,520.04 7/31 35,508.24 7/16 35,561.96 7/24 35,549.24

* * * E N D O F S T A T E M E N T * * *

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DEPOSIT Date: 07/16 Amount: $2,545.00 DEPOSIT Date: 07/16 Amount: $2,545.00


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Redacted: pages 5-6 of this bank statement, which contain only cancelled checks, pursuant to the Public Records Act because of personal identification information contained therein

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J Paul Taylor Academy Check Register Report by Check Number 9/1/2018 3:20 AM

Page 1 of 1

Bank: Citizens Bank; Bank Account: 0133561801; Begin Check Number: 4153; End Check Number: 4171; Check Status: <All>

Bank Account NumberCitizens Bank 0133561801

Paid Date Check Number Type Vendor Name Amount Check Status

7/18/2018 4153 Accounts Payable American Document Services $ 4.55 Paid7/18/2018 4154 Accounts Payable American Linen $ 139.08 Paid7/18/2018 4155 Accounts Payable Backbone Communications $ 2,557.50 Paid7/18/2018 4156 Accounts Payable BoardEffect LLC $ 1,995.00 Paid7/18/2018 4157 Accounts Payable City of Las Cruces $ 267.14 Paid7/18/2018 4158 Accounts Payable EChalk $ 2,758.75 Paid7/18/2018 4159 Accounts Payable El Paso Electric $ 1,448.86 Paid7/18/2018 4160 Accounts Payable Harris Computer $ 13,382.46 Paid7/18/2018 4161 Accounts Payable Learning A-Z $ 199.95 Paid7/18/2018 4162 Accounts Payable MatthewsFox $ 146.39 Paid7/18/2018 4163 Accounts Payable The Bugyman Exterminator $ 81.23 Paid7/18/2018 4164 Accounts Payable Wisconsin Center for Education Research $ 65.92 Paid7/19/2018 4165 Accounts Payable Comcast Cable $ 194.95 Paid7/19/2018 4166 Accounts Payable Office Depot $ 686.13 Paid7/26/2018 4167 Accounts Payable April Larcher $ 30.70 Paid7/26/2018 4168 Accounts Payable Archway Textbook Depository $ 3,055.19 Paid7/26/2018 4169 Accounts Payable Spectrum Technologies $ 826.84 Paid7/26/2018 4170 Accounts Payable The Art of Education $ 149.00 Paid7/30/2018 4171 Payroll Diaz, Emmanuel $ 270.07 Paid

Subtotal $ 28,259.71

Total $ 28,259.71

Bank Account NumberCitizens Bank 0133561802

Paid Date Check Number Type Vendor Name Amount Check Status

7/18/2018 1142 Accounts Payable Christy Takacs $ 78.80 Paid7/19/2018 1143 Accounts Payable Erin Espinoza $ 11.49 Paid7/19/2018 1144 Accounts Payable Jennifer Rogers $ 91.00 Paid7/19/2018 1145 Accounts Payable Robertson & Sons Violin Shop $ 301.00 Paid

Total $ 4,696.13

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J Paul Taylor Academy Account Summary Report 9/1/2018 3:21 AM

Page 1 of 3

Cycle: FY 2019; Begin Date: 7/1/2018; End Date: 7/31/2018; Account Type: Revenue; Subtotal Elements: Fund,Object; Filter: ([Fund] Between '11000' AND '40000') ; Subtotal By Account Type: No

Account Code Description Actual (Date Range) Budget (YTD) Actual (YTD) Encumbrance (YTD) Available (YTD) % of Budget

11000-0000-41701-0000-535001-0000 Fees - Activities $ (212.00) $ - $ (212.00) $ - $ 212.00 0.00

Subtotal of Element: [Object] 41701 - Fees - Activities $ (212.00) $ - $ (212.00) $ - $ 212.00 0.00

11000-0000-43101-0000-535001-0000 State Equalization Guarantee $ (119,015.00) $ (1,446,107.00) $ (119,015.00) $ - $ (1,327,092.00) 8.23

Subtotal of Element: [Object] 43101 - State Equalization Guarantee $ (119,015.00) $ (1,446,107.00) $ (119,015.00) $ - $ (1,327,092.00) 8.23

Subtotal of Element: [Fund] 11000 - Operational $ (119,227.00) $ (1,446,107.00) $ (119,227.00) $ - $ (1,326,880.00) 8.24

14000-0000-43211-0000-535001-0000 Instructional Materials – Cash $ - $ (6,790.00) $ - $ - $ (6,790.00) 0.00

Subtotal of Element: [Object] 43211 - Instructional Materials – Cash $ - $ (6,790.00) $ - $ - $ (6,790.00) 0.00

Subtotal of Element: [Fund] 14000 - Instructional Materials $ - $ (6,790.00) $ - $ - $ (6,790.00) 0.00

21000-0000-41603-0000-535001-0000 Fees - Adults/Food Services $ (3.60) $ (800.00) $ (3.60) $ - $ (796.40) 0.45

Subtotal of Element: [Object] 41603 - Fees - Adults/Food Services $ (3.60) $ (800.00) $ (3.60) $ - $ (796.40) 0.45

21000-0000-41604-0000-535001-0000 Fees - Students/Food Services $ (3,854.70) $ (25,000.00) $ (3,854.70) $ - $ (21,145.30) 15.41

Subtotal of Element: [Object] 41604 - Fees - Students/Food Services $ (3,854.70) $ (25,000.00) $ (3,854.70) $ - $ (21,145.30) 15.42

21000-0000-44500-0000-535001-0000 Restricted Grants - Federal Flow-through $ - $ (40,000.00) $ - $ - $ (40,000.00) 0.00

Subtotal of Element: [Object] 44500 - Restricted Grants - Federal Flow-through $ - $ (40,000.00) $ - $ - $ (40,000.00) 0.00

Subtotal of Element: [Fund] 21000 - Food Services $ (3,858.30) $ (65,800.00) $ (3,858.30) $ - $ (61,941.70) 5.86

23000-0000-41701-0000-535001-0000 Fees - Activities $ (909.00) $ (30,500.00) $ (909.00) $ - $ (29,591.00) 2.98

Subtotal of Element: [Object] 41701 - Fees - Activities $ (909.00) $ (30,500.00) $ (909.00) $ - $ (29,591.00) 2.98

23000-0000-41705-0000-535001-0000 Fees - Users $ - $ (3,000.00) $ - $ - $ (3,000.00) 0.00

Subtotal of Element: [Object] 41705 - Fees - Users $ - $ (3,000.00) $ - $ - $ (3,000.00) 0.00

23000-0000-41920-0000-535001-0000 Contributions/Donations - Private Sources (Non Categorical)$ (2,500.00) $ (10,000.00) $ (2,500.00) $ - $ (7,500.00) 25.00

Subtotal of Element: [Object] 41920 - Contributions/Donations - Private Sources (Non Categorical)$ (2,500.00) $ (10,000.00) $ (2,500.00) $ - $ (7,500.00) 25.00

Subtotal of Element: [Fund] 23000 - Non-Instructional Support $ (3,409.00) $ (43,500.00) $ (3,409.00) $ - $ (40,091.00) 7.84

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24101-0000-44500-0000-535001-0000 Restricted Grants - Federal Flow-through $ (7,384.81) $ (28,732.00) $ (7,384.81) $ - $ (21,347.19) 25.70

Subtotal of Element: [Object] 44500 - Restricted Grants - Federal Flow-through $ (7,384.81) $ (28,732.00) $ (7,384.81) $ - $ (21,347.19) 25.70

24101-0000-44504-0000-535001-0000 Federal Flowthrough Prior Year $ - $ (14,922.00) $ - $ - $ (14,922.00) 0.00

Subtotal of Element: [Object] 44504 - Federal Flowthrough Prior Year $ - $ (14,922.00) $ - $ - $ (14,922.00) 0.00

Subtotal of Element: [Fund] 24101 - Title I - IASA $ (7,384.81) $ (43,654.00) $ (7,384.81) $ - $ (36,269.19) 16.92





Subtotal of Element: [Fund] 24106 - Entitlement IDEA-B $ (23,047.54) $ (48,737.00) $ (23,047.54) $ - $ (25,689.46) 47.29





Subtotal of Element: [Fund] 24154 - Teacher/Principal Training & Recruiting $ (1,792.58) $ (10,000.00) $ (1,792.58) $ - $ (8,207.42) 17.93

25153-0000-44301-0000-535001-0000 Revenue $ - $ (700.00) $ - $ - $ (700.00) 0.00

Subtotal of Element: [Object] 44301 - Other Restricted Grants - Federal Direct $ - $ (700.00) $ - $ - $ (700.00) 0.00

Subtotal of Element: [Fund] 25153 - Title XIX MEDICAID 3/21 Years $ - $ (700.00) $ - $ - $ (700.00) 0.00

27107-0000-43204-0000-535001-0000 revenue $ - $ (1,798.00) $ - $ - $ (1,798.00) 0.00

Subtotal of Element: [Object] 43204 - Prior Year Balances $ - $ (1,798.00) $ - $ - $ (1,798.00) 0.00

Subtotal of Element: [Fund] 27107 - 2012 GO Bond Student Library SB-66 $ - $ (1,798.00) $ - $ - $ (1,798.00) 0.00



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31700-0000-43204-0000-535001-0000 Prior year balance $ - $ (17,764.00) $ - $ - $ (17,764.00) 0.00

Subtotal of Element: [Object] 43204 - Prior Year Balances $ - $ (17,764.00) $ - $ - $ (17,764.00) 0.00

Subtotal of Element: [Fund] 31700 - Capital Improvements SB-9 $ - $ (17,764.00) $ - $ - $ (17,764.00) 0.00

Total $ (158,719.23) $ (1,684,850.00) $ (158,719.23) $ - $ (1,526,130.77) 9.42



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Cycle: FY 2019; Begin Date: 7/1/2018; End Date: 7/31/2018; Account Type: Expenditure; Subtotal Elements: Fund,Function,Object; Filter: ([Fund] Between '11000' AND '40000') ; Subtotal By AccountType: No


11000-1000-51100-0000-535001-1611 Instruction-Salaries Expense $ - $ 3,000.00 $ - $ - $ 3,000.00 0.0011000-1000-51100-1010-535001-1411 Instruction-Salaries Expense $ 19,761.59 $ 477,226.00 $ 19,761.59 $ 454,516.41 $ 2,948.00 4.1411000-1000-51100-1010-535001-1413 Instruction-Salaries Expense $ 1,591.92 $ 46,704.00 $ 1,591.92 $ 36,614.08 $ 8,498.00 3.4011000-1000-51100-1010-535001-1711 Instruction-Salaries Expense $ 962.46 $ 23,159.00 $ 962.46 $ 22,136.54 $ 60.00 4.1511000-1000-51100-2000-535001-1412 Instruction-Salaries Expense $ 3,062.04 $ 71,194.00 $ 3,062.04 $ 70,426.96 $ (2,295.00) 4.3011000-1000-51100-2000-535001-1422 Instruction-Salaries Expense $ 2,642.38 $ 59,984.00 $ 2,642.38 $ 60,774.62 $ (3,433.00) 4.4011000-1000-51100-2000-535001-1712 Instruction-Salaries Expense $ 792.17 $ 19,014.00 $ 792.17 $ 18,219.83 $ 2.00 4.16

Subtotal of Element: [Object] 51100 - Salaries Expense $ 28,812.56 $ 700,281.00 $ 28,812.56 $ 662,688.44 $ 8,780.00 4.11

11000-1000-51300-1010-535001-1411 Instruction-Additional Compensation $ 470.22 $ 15,500.00 $ 470.22 $ 10,779.78 $ 4,250.00 3.03

Subtotal of Element: [Object] 51300 - Additional Compensation $ 470.22 $ 15,500.00 $ 470.22 $ 10,779.78 $ 4,250.00 3.03

11000-1000-52111-0000-535001-0000 Instruction-Educational Retirement $ 3,967.48 $ 99,076.00 $ 3,967.48 $ 91,247.16 $ 3,861.36 4.00

Subtotal of Element: [Object] 52111 - Educational Retirement $ 3,967.48 $ 99,076.00 $ 3,967.48 $ 91,247.16 $ 3,861.36 4.00

11000-1000-52112-0000-535001-0000 Instruction-ERA - Retiree Health $ 570.87 $ 14,256.00 $ 570.87 $ 13,129.29 $ 555.84 4.00

Subtotal of Element: [Object] 52112 - ERA - Retiree Health $ 570.87 $ 14,256.00 $ 570.87 $ 13,129.29 $ 555.84 4.00

11000-1000-52210-0000-535001-0000 Instruction-FICA Payments $ 1,425.90 $ 35,152.00 $ 1,425.90 $ 32,793.46 $ 932.64 4.05

Subtotal of Element: [Object] 52210 - FICA Payments $ 1,425.90 $ 35,152.00 $ 1,425.90 $ 32,793.46 $ 932.64 4.06

11000-1000-52220-0000-535001-0000 Instruction-Medicare Payments $ 424.61 $ 10,379.00 $ 424.61 $ 9,765.52 $ 188.87 4.09

Subtotal of Element: [Object] 52220 - Medicare Payments $ 424.61 $ 10,379.00 $ 424.61 $ 9,765.52 $ 188.87 4.09

11000-1000-52311-0000-535001-0000 Instruction-Health and Medical Premiums $ 2,246.71 $ 60,000.00 $ 2,246.71 $ 51,515.20 $ 6,238.09 3.74

Subtotal of Element: [Object] 52311 - Health and Medical Premiums $ 2,246.71 $ 60,000.00 $ 2,246.71 $ 51,515.20 $ 6,238.09 3.74

11000-1000-52312-0000-535001-0000 Instruction-Life $ 44.65 $ 1,050.00 $ 44.65 $ 1,015.20 $ (9.85) 4.25

Subtotal of Element: [Object] 52312 - Life $ 44.65 $ 1,050.00 $ 44.65 $ 1,015.20 $ (9.85) 4.25

11000-1000-52313-0000-535001-0000 Instruction-Dental $ 184.06 $ 4,700.00 $ 184.06 $ 4,212.99 $ 302.95 3.91

Subtotal of Element: [Object] 52313 - Dental $ 184.06 $ 4,700.00 $ 184.06 $ 4,212.99 $ 302.95 3.92

11000-1000-52314-0000-535001-0000 Instruction-Vision $ 29.35 $ 800.00 $ 29.35 $ 675.05 $ 95.60 3.66

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Subtotal of Element: [Object] 52314 - Vision $ 29.35 $ 800.00 $ 29.35 $ 675.05 $ 95.60 3.67

11000-1000-52315-0000-535001-0000 Instruction-Disability $ 36.25 $ 950.00 $ 36.25 $ 828.58 $ 85.17 3.81

Subtotal of Element: [Object] 52315 - Disability $ 36.25 $ 950.00 $ 36.25 $ 828.58 $ 85.17 3.82

11000-1000-52316-1010-535001-0000 Instruction-Other Insurance $ - $ 250.00 $ - $ - $ 250.00 0.00

Subtotal of Element: [Object] 52316 - Other Insurance $ - $ 250.00 $ - $ - $ 250.00 0.00

11000-1000-52710-0000-535001-0000 Instruction-Workers Compensation Premium $ 9,653.00 $ 10,236.00 $ 9,653.00 $ - $ 583.00 94.30

Subtotal of Element: [Object] 52710 - Workers Compensation Premium $ 9,653.00 $ 10,236.00 $ 9,653.00 $ - $ 583.00 94.30

11000-1000-52720-0000-535001-0000 Instruction-Workers Compensation Employer's Fee$ - $ 175.00 $ - $ 43.70 $ 131.30 0.00

Subtotal of Element: [Object] 52720 - Workers Compensation Employer's Fee $ - $ 175.00 $ - $ 43.70 $ 131.30 0.00

11000-1000-53330-1010-535001-0000 Instruction-Professional Development $ - $ 200.00 $ - $ - $ 200.00 0.00

Subtotal of Element: [Object] 53330 - Professional Development $ - $ 200.00 $ - $ - $ 200.00 0.00

11000-1000-53414-1010-535001-0000 Instruction-Other Services $ - $ 3,000.00 $ - $ 2,891.20 $ 108.80 0.00

Subtotal of Element: [Object] 53414 - Other Services $ - $ 3,000.00 $ - $ 2,891.20 $ 108.80 0.00

11000-1000-53711-1010-535001-0000 Instruction-Other Charges $ - $ 600.00 $ - $ - $ 600.00 0.00

Subtotal of Element: [Object] 53711 - Other Charges $ - $ 600.00 $ - $ - $ 600.00 0.00

11000-1000-55817-1010-535001-0000 Instruction-Student Travel $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

Subtotal of Element: [Object] 55817 - Student Travel $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

11000-1000-55819-1010-535001-0000 Instruction-Employee Travel - Teachers $ - $ 500.00 $ - $ - $ 500.00 0.00

Subtotal of Element: [Object] 55819 - Employee Travel - Teachers $ - $ 500.00 $ - $ - $ 500.00 0.00

11000-1000-55915-1010-535001-0000 Instruction-Other Contract Services $ - $ 200.00 $ - $ - $ 200.00 0.00

Subtotal of Element: [Object] 55915 - Other Contract Services $ - $ 200.00 $ - $ - $ 200.00 0.00



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11000-1000-56113-1010-535001-0000 Instruction-Software $ 2,758.75 $ 4,500.00 $ 2,758.75 $ 1,620.00 $ 121.25 61.30

Subtotal of Element: [Object] 56113 - Software $ 2,758.75 $ 4,500.00 $ 2,758.75 $ 1,620.00 $ 121.25 61.31

11000-1000-56118-1010-535001-0000 Instruction-General Supplies and Materials $ 1,341.59 $ 17,502.00 $ 1,341.59 $ 2,098.85 $ 14,061.56 7.66

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ 1,341.59 $ 17,502.00 $ 1,341.59 $ 2,098.85 $ 14,061.56 7.67

11000-1000-57332-1010-535001-0000 Instruction-Supply Assets ($5,000 or Less) $ - $ 800.00 $ - $ - $ 800.00 0.00

Subtotal of Element: [Object] 57332 - Supply Assets ($5,000 or Less) $ - $ 800.00 $ - $ - $ 800.00 0.00

Subtotal of Element: [Function] 1000 - Instruction $ 51,966.00 $ 981,107.00 $ 51,966.00 $ 885,304.42 $ 43,836.58 5.30

11000-2100-51100-2000-535001-1214 Counselor/Social Worker $ 463.21 $ - $ 463.21 $ 10,653.79 $ (11,117.00) 0.00

Subtotal of Element: [Object] 51100 - Salaries Expense $ 463.21 $ - $ 463.21 $ 10,653.79 $ (11,117.00) 0.00

11000-2100-52111-0000-535001-0000 Support Services-Students-Educational Retirement$ 64.39 $ - $ 64.39 $ 1,480.96 $ (1,545.35) 0.00

Subtotal of Element: [Object] 52111 - Educational Retirement $ 64.39 $ - $ 64.39 $ 1,480.96 $ (1,545.35) 0.00

11000-2100-52112-0000-535001-0000 Support Services-Students-ERA - Retiree Health$ 9.26 $ - $ 9.26 $ 212.98 $ (222.24) 0.00

Subtotal of Element: [Object] 52112 - ERA - Retiree Health $ 9.26 $ - $ 9.26 $ 212.98 $ (222.24) 0.00

11000-2100-52210-0000-535001-0000 Support Services-Students-FICA Payments $ 28.72 $ - $ 28.72 $ 660.56 $ (689.28) 0.00

Subtotal of Element: [Object] 52210 - FICA Payments $ 28.72 $ - $ 28.72 $ 660.56 $ (689.28) 0.00

11000-2100-52220-0000-535001-0000 Support Services-Students-Medicare Payments$ 6.72 $ - $ 6.72 $ 154.56 $ (161.28) 0.00

Subtotal of Element: [Object] 52220 - Medicare Payments $ 6.72 $ - $ 6.72 $ 154.56 $ (161.28) 0.00

11000-2100-52710-0000-535001-0000 Support Services-Students-Workers Compensation Premium$ 600.00 $ 600.00 $ 600.00 $ - $ - 100.00

Subtotal of Element: [Object] 52710 - Workers Compensation Premium $ 600.00 $ 600.00 $ 600.00 $ - $ - 100.00

11000-2100-52720-0000-535001-0000 Support Services-Students-Workers Compensation Employer's Fee$ - $ - $ - $ 2.30 $ (2.30) 0.00

Subtotal of Element: [Object] 52720 - Workers Compensation Employer's Fee $ - $ - $ - $ 2.30 $ (2.30) 0.00

11000-2100-53211-2000-535001-0000 Support Services-Students-Diagnosticians - Contracted$ - $ 9,000.00 $ - $ 7,920.00 $ 1,080.00 0.00



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Subtotal of Element: [Object] 53211 - Diagnosticians - Contracted $ - $ 9,000.00 $ - $ 7,920.00 $ 1,080.00 0.00

11000-2100-53212-2000-535001-0000 Support Services-Students-Speech Therapists - Contracted$ - $ 33,000.00 $ - $ 32,730.00 $ 270.00 0.00

Subtotal of Element: [Object] 53212 - Speech Therapists - Contracted $ - $ 33,000.00 $ - $ 32,730.00 $ 270.00 0.00

11000-2100-53213-2000-535001-0000 Support Services-Students-Occupational Therapists - Contracted$ - $ 3,100.00 $ - $ 2,500.00 $ 600.00 0.00

Subtotal of Element: [Object] 53213 - Occupational Therapists - Contracted $ - $ 3,100.00 $ - $ 2,500.00 $ 600.00 0.00

11000-2100-53215-2000-535001-0000 Support Services-Students-Psychologists/Counselors - Contracted$ - $ 15,000.00 $ - $ - $ 15,000.00 0.00

Subtotal of Element: [Object] 53215 - Psychologists/Counselors - Contracted $ - $ 15,000.00 $ - $ - $ 15,000.00 0.00

11000-2100-53711-0000-535001-0000 Support Services-Students-Other Charges $ - $ 3,800.00 $ - $ - $ 3,800.00 0.00

Subtotal of Element: [Object] 53711 - Other Charges $ - $ 3,800.00 $ - $ - $ 3,800.00 0.00

11000-2100-55915-0000-535001-0000 Support Services-Students-Other Contract Services$ - $ 150.00 $ - $ - $ 150.00 0.00

Subtotal of Element: [Object] 55915 - Other Contract Services $ - $ 150.00 $ - $ - $ 150.00 0.00

11000-2100-56118-2000-535001-0000 Support Services-Students-General Supplies and Materials$ - $ 100.00 $ - $ - $ 100.00 0.00

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ - $ 100.00 $ - $ - $ 100.00 0.00

Subtotal of Element: [Function] 2100 - Support Services-Students $ 1,172.30 $ 64,750.00 $ 1,172.30 $ 56,315.15 $ 7,262.55 1.81

11000-2200-51100-0000-535001-1511 Technology Tech $ 312.50 $ - $ 312.50 $ 7,187.50 $ (7,500.00) 0.00

Subtotal of Element: [Object] 51100 - Salaries Expense $ 312.50 $ - $ 312.50 $ 7,187.50 $ (7,500.00) 0.00

11000-2200-52210-0000-535001-0000 Support Services-Instruction-FICA Payments $ 19.38 $ - $ 19.38 $ 445.74 $ (465.12) 0.00

Subtotal of Element: [Object] 52210 - FICA Payments $ 19.38 $ - $ 19.38 $ 445.74 $ (465.12) 0.00

11000-2200-52220-0000-535001-0000 Support Services-Instruction-Medicare Payments$ 4.53 $ - $ 4.53 $ 104.19 $ (108.72) 0.00

Subtotal of Element: [Object] 52220 - Medicare Payments $ 4.53 $ - $ 4.53 $ 104.19 $ (108.72) 0.00

11000-2200-52720-0000-535001-0000 Support Services-Instruction-Workers Compensation Employer's Fee$ - $ - $ - $ 2.30 $ (2.30) 0.00



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Subtotal of Element: [Object] 52720 - Workers Compensation Employer's Fee $ - $ - $ - $ 2.30 $ (2.30) 0.00

11000-2200-53414-0000-535001-0000 Support Services-Instruction-Other Services $ - $ 10,000.00 $ - $ 10,000.00 $ - 0.00

Subtotal of Element: [Object] 53414 - Other Services $ - $ 10,000.00 $ - $ 10,000.00 $ - 0.00

Subtotal of Element: [Function] 2200 - Support Services-Instruction $ 336.41 $ 10,000.00 $ 336.41 $ 17,739.73 $ (8,076.14) 3.36

11000-2300-51100-0000-535001-1111 Executive Director $ 7,333.34 $ 88,000.00 $ 7,333.34 $ 80,666.66 $ - 8.3311000-2300-51100-0000-535001-1217 Secretary $ 1,339.75 $ 35,000.00 $ 1,339.75 $ 30,814.25 $ 2,846.00 3.82

Subtotal of Element: [Object] 51100 - Salaries Expense $ 8,673.09 $ 123,000.00 $ 8,673.09 $ 111,480.91 $ 2,846.00 7.05

11000-2300-51300-0000-535001-1217 Additional Compensation $ 41.66 $ 3,100.00 $ 41.66 $ 958.34 $ 2,100.00 1.34

Subtotal of Element: [Object] 51300 - Additional Compensation $ 41.66 $ 3,100.00 $ 41.66 $ 958.34 $ 2,100.00 1.34

11000-2300-52111-0000-535001-0000 Support Services-General Administration-Educational Retirement$ 1,211.35 $ 17,810.00 $ 1,211.35 $ 15,629.16 $ 969.49 6.80

Subtotal of Element: [Object] 52111 - Educational Retirement $ 1,211.35 $ 17,810.00 $ 1,211.35 $ 15,629.16 $ 969.49 6.80

11000-2300-52112-0000-535001-0000 Support Services-General Administration-ERA - Retiree Health$ 174.29 $ 2,565.00 $ 174.29 $ 2,248.67 $ 142.04 6.79

Subtotal of Element: [Object] 52112 - ERA - Retiree Health $ 174.29 $ 2,565.00 $ 174.29 $ 2,248.67 $ 142.04 6.79

11000-2300-52210-0000-535001-0000 Support Services-General Administration-FICA Payments $ 540.30 $ 7,945.00 $ 540.30 $ 6,971.24 $ 433.46 6.80

Subtotal of Element: [Object] 52210 - FICA Payments $ 540.30 $ 7,945.00 $ 540.30 $ 6,971.24 $ 433.46 6.80

11000-2300-52220-0000-535001-0000 Support Services-General Administration-Medicare Payments$ 126.37 $ 1,858.00 $ 126.37 $ 1,630.37 $ 101.26 6.80

Subtotal of Element: [Object] 52220 - Medicare Payments $ 126.37 $ 1,858.00 $ 126.37 $ 1,630.37 $ 101.26 6.80

11000-2300-52311-0000-535001-0000 Health $ 1,474.25 $ 24,000.00 $ 1,474.25 $ 21,412.00 $ 1,113.75 6.14

Subtotal of Element: [Object] 52311 - Health and Medical Premiums $ 1,474.25 $ 24,000.00 $ 1,474.25 $ 21,412.00 $ 1,113.75 6.14

11000-2300-52312-0000-535001-0000 Support Services-General Administration-Life $ 9.40 $ 200.00 $ 9.40 $ 157.45 $ 33.15 4.70

Subtotal of Element: [Object] 52312 - Life $ 9.40 $ 200.00 $ 9.40 $ 157.45 $ 33.15 4.70

11000-2300-52313-0000-535001-0000 Support Services-General Administration-Dental$ 77.40 $ 1,300.00 $ 77.40 $ 1,169.20 $ 53.40 5.95



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Subtotal of Element: [Object] 52313 - Dental $ 77.40 $ 1,300.00 $ 77.40 $ 1,169.20 $ 53.40 5.95

11000-2300-52314-0000-535001-0000 Vision $ 13.43 $ 250.00 $ 13.43 $ 202.89 $ 33.68 5.37


11000-2300-52315-0000-535001-0000 Support Services-General Administration-Disability$ 25.52 $ 350.00 $ 25.52 $ 267.96 $ 56.52 7.29


11000-2300-52710-0000-535001-0000 Workers Compensation Premium $ 1,679.00 $ 1,679.00 $ 1,679.00 $ - $ - 100.00

Subtotal of Element: [Object] 52710 - Workers Compensation Premium $ 1,679.00 $ 1,679.00 $ 1,679.00 $ - $ - 100.00

11000-2300-52720-0000-535001-0000 Support Services-General Administration-Workers Compensation Employer's Fee$ - $ 28.00 $ - $ 6.90 $ 21.10 0.00


11000-2300-53330-0000-535001-0000 Professional Development $ - $ 1,500.00 $ - $ - $ 1,500.00 0.00

Subtotal of Element: [Object] 53330 - Professional Development $ - $ 1,500.00 $ - $ - $ 1,500.00 0.00

11000-2300-53411-0000-535001-0000 Support Services-General Administration-Auditing$ - $ 14,000.00 $ - $ 14,330.01 $ (330.01) 0.00

Subtotal of Element: [Object] 53411 - Auditing $ - $ 14,000.00 $ - $ 14,330.01 $ (330.01) 0.00

11000-2300-53413-0000-535001-0000 Support Services-General Administration-Legal$ 146.39 $ 7,000.00 $ 146.39 $ 5,880.00 $ 973.61 2.09

Subtotal of Element: [Object] 53413 - Legal $ 146.39 $ 7,000.00 $ 146.39 $ 5,880.00 $ 973.61 2.09

11000-2300-53711-0000-535001-0000 Support Services-General Administration-Other Charges$ - $ 300.00 $ - $ - $ 300.00 0.00


11000-2300-55400-0000-535001-0000 Support Services-General Administration-Advertising$ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

Subtotal of Element: [Object] 55400 - Advertising $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

11000-2300-55812-0000-535001-0000 Support Services-General Administration-Board Training$ - $ 3,000.00 $ - $ - $ 3,000.00 0.00

Subtotal of Element: [Object] 55812 - Board Training $ - $ 3,000.00 $ - $ - $ 3,000.00 0.00

11000-2300-55813-0000-535001-0000 Employee travel-non teachers $ - $ 1,500.00 $ - $ - $ 1,500.00 0.00



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Subtotal of Element: [Object] 55813 - Employee Travel - Non-Teachers $ - $ 1,500.00 $ - $ - $ 1,500.00 0.00

11000-2300-55915-0000-535001-0000 Support Services-General Administration-Other Contract Services$ - $ 1,700.00 $ - $ - $ 1,700.00 0.00

Subtotal of Element: [Object] 55915 - Other Contract Services $ - $ 1,700.00 $ - $ - $ 1,700.00 0.00

11000-2300-56113-0000-535001-0000 Support Services-General Administration-Software$ - $ 650.00 $ - $ - $ 650.00 0.00

Subtotal of Element: [Object] 56113 - Software $ - $ 650.00 $ - $ - $ 650.00 0.00

11000-2300-56115-0000-535001-0000 Support Services-General Administration-Board Supplies/Materials Expense$ 1,995.00 $ 2,000.00 $ 1,995.00 $ - $ 5.00 99.75

Subtotal of Element: [Object] 56115 - Board Supplies/Materials Expense $ 1,995.00 $ 2,000.00 $ 1,995.00 $ - $ 5.00 99.75

11000-2300-56118-0000-535001-0000 General Supls & Matls $ 8.02 $ 1,000.00 $ 8.02 $ 37.89 $ 954.09 0.80

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ 8.02 $ 1,000.00 $ 8.02 $ 37.89 $ 954.09 0.80

11000-2300-57332-0000-535001-0000 Supply Assets (under $5000) $ - $ 700.00 $ - $ 129.98 $ 570.02 0.00

Subtotal of Element: [Object] 57332 - Supply Assets ($5,000 or Less) $ - $ 700.00 $ - $ 129.98 $ 570.02 0.00

Subtotal of Element: [Function] 2300 - Support Services-General Administration $ 16,195.47 $ 218,435.00 $ 16,195.47 $ 182,512.97 $ 19,726.56 7.41

11000-2400-51100-0000-535001-1112 Support Services-School Administration-Salaries Expense$ 2,545.84 $ 28,750.00 $ 2,545.84 $ 29,654.16 $ (3,450.00) 8.85

Subtotal of Element: [Object] 51100 - Salaries Expense $ 2,545.84 $ 28,750.00 $ 2,545.84 $ 29,654.16 $ (3,450.00) 8.86

11000-2400-52111-0000-535001-0000 Support Services-School Administration-Educational Retirement$ 353.87 $ 4,000.00 $ 353.87 $ 4,121.91 $ (475.78) 8.84

Subtotal of Element: [Object] 52111 - Educational Retirement $ 353.87 $ 4,000.00 $ 353.87 $ 4,121.91 $ (475.78) 8.85

11000-2400-52112-0000-535001-0000 Support Services-School Administration-ERA - Retiree Health$ 50.92 $ 575.00 $ 50.92 $ 593.12 $ (69.04) 8.85

Subtotal of Element: [Object] 52112 - ERA - Retiree Health $ 50.92 $ 575.00 $ 50.92 $ 593.12 $ (69.04) 8.86

11000-2400-52210-0000-535001-0000 Support Services-School Administration-FICA Payments $ 157.84 $ 1,785.00 $ 157.84 $ 1,838.54 $ (211.38) 8.84

Subtotal of Element: [Object] 52210 - FICA Payments $ 157.84 $ 1,785.00 $ 157.84 $ 1,838.54 $ (211.38) 8.84

11000-2400-52220-0000-535001-0000 Support Services-School Administration-Medicare Payments$ 36.91 $ 420.00 $ 36.91 $ 429.88 $ (46.79) 8.78



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Subtotal of Element: [Object] 52220 - Medicare Payments $ 36.91 $ 420.00 $ 36.91 $ 429.88 $ (46.79) 8.79

11000-2400-52311-0000-535001-0000 Support Services-School Administration-Health and Medical Premiums$ - $ 4,205.00 $ - $ - $ 4,205.00 0.00

Subtotal of Element: [Object] 52311 - Health and Medical Premiums $ - $ 4,205.00 $ - $ - $ 4,205.00 0.00

11000-2400-52312-0000-535001-0000 Support Services-School Administration-Life $ 4.70 $ 57.00 $ 4.70 $ 51.70 $ 0.60 8.24


11000-2400-52315-0000-535001-0000 Support Services-School Administration-Disability$ - $ 170.00 $ - $ - $ 170.00 0.00

Subtotal of Element: [Object] 52315 - Disability $ - $ 170.00 $ - $ - $ 170.00 0.00

11000-2400-52720-0000-535001-0000 Support Services-School Administration-Workers Compensation Employer's Fee$ - $ 10.00 $ - $ - $ 10.00 0.00

Subtotal of Element: [Object] 52720 - Workers Compensation Employer's Fee $ - $ 10.00 $ - $ - $ 10.00 0.00

Subtotal of Element: [Function] 2400 - Support Services-School Administration $ 3,150.08 $ 39,972.00 $ 3,150.08 $ 36,689.31 $ 132.61 7.88

11000-2500-53414-0000-535001-0000 Central Services-Other Services $ - $ 58,000.00 $ - $ 50,000.00 $ 8,000.00 0.00

Subtotal of Element: [Object] 53414 - Other Services $ - $ 58,000.00 $ - $ 50,000.00 $ 8,000.00 0.00

11000-2500-53711-0000-535001-0000 Central Services-Other Charges $ - $ 150.00 $ - $ - $ 150.00 0.00


11000-2500-56113-0000-535001-0000 Central Services-Software $ 13,382.46 $ 13,400.00 $ 13,382.46 $ - $ 17.54 99.86

Subtotal of Element: [Object] 56113 - Software $ 13,382.46 $ 13,400.00 $ 13,382.46 $ - $ 17.54 99.87

11000-2500-56118-0000-535001-0000 Central Services-General Supplies and Materials$ 20.07 $ 300.00 $ 20.07 $ - $ 279.93 6.69

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ 20.07 $ 300.00 $ 20.07 $ - $ 279.93 6.69

Subtotal of Element: [Function] 2500 - Central Services $ 13,402.53 $ 71,850.00 $ 13,402.53 $ 50,000.00 $ 8,447.47 18.65

11000-2600-51100-0000-535001-1219 Operation & Maintenance of Plant-Salaries Expense$ - $ - $ - $ 5,447.81 $ (5,447.81) 0.0011000-2600-51100-0000-535001-1615 Operation & Maintenance of Plant-Salaries Expense$ 2,133.50 $ 25,806.00 $ 2,133.50 $ 23,468.50 $ 204.00 8.26

Subtotal of Element: [Object] 51100 - Salaries Expense $ 2,133.50 $ 25,806.00 $ 2,133.50 $ 28,916.31 $ (5,243.81) 8.27



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11000-2600-52111-0000-535001-0000 Operation & Maintenance of Plant-Educational Retirement$ 296.56 $ 3,600.00 $ 296.56 $ 3,262.16 $ 41.28 8.23

Subtotal of Element: [Object] 52111 - Educational Retirement $ 296.56 $ 3,600.00 $ 296.56 $ 3,262.16 $ 41.28 8.24

11000-2600-52112-0000-535001-0000 Operation & Maintenance of Plant-ERA - Retiree Health$ 42.68 $ 520.00 $ 42.68 $ 469.48 $ 7.84 8.20

Subtotal of Element: [Object] 52112 - ERA - Retiree Health $ 42.68 $ 520.00 $ 42.68 $ 469.48 $ 7.84 8.21

11000-2600-52210-0000-535001-0000 Operation & Maintenance of Plant-FICA Payments $ 132.28 $ 1,600.00 $ 132.28 $ 1,794.43 $ (326.71) 8.26

Subtotal of Element: [Object] 52210 - FICA Payments $ 132.28 $ 1,600.00 $ 132.28 $ 1,794.43 $ (326.71) 8.27

11000-2600-52220-0000-535001-0000 Operation & Maintenance of Plant-Medicare Payments$ 30.94 $ 380.00 $ 30.94 $ 419.70 $ (70.64) 8.14

Subtotal of Element: [Object] 52220 - Medicare Payments $ 30.94 $ 380.00 $ 30.94 $ 419.70 $ (70.64) 8.14

11000-2600-52312-0000-535001-0000 Operation & Maintenance of Plant-Life $ 4.70 $ 57.00 $ 4.70 $ 51.70 $ 0.60 8.24


11000-2600-52314-0000-535001-0000 Operation & Maintenance of Plant-Vision $ 6.30 $ 100.00 $ 6.30 $ 69.30 $ 24.40 6.30


11000-2600-52315-0000-535001-0000 Operation & Maintenance of Plant-Disability $ 6.32 $ 200.00 $ 6.32 $ 69.52 $ 124.16 3.16


11000-2600-52720-0000-535001-0000 Operation & Maintenance of Plant-Workers Compensation Employer's Fee$ - $ 10.00 $ - $ 4.60 $ 5.40 0.00


11000-2600-54311-0000-535001-0000 Operation & Maintenance of Plant-Maintenance & Repair Furniture/Fixtures/Equipment$ - $ 200.00 $ - $ - $ 200.00 0.00

Subtotal of Element: [Object] 54311 - Maintenance & Repair Furniture/Fixtures/Equipment$ - $ 200.00 $ - $ - $ 200.00 0.00

11000-2600-54312-0000-535001-0000 Operation & Maintenance of Plant-Maintenance & Repair - Buildings And Grounds$ - $ 100.00 $ - $ - $ 100.00 0.00

Subtotal of Element: [Object] 54312 - Maintenance & Repair - Buildings And Grounds $ - $ 100.00 $ - $ - $ 100.00 0.00

11000-2600-54411-0000-535001-0000 Operation & Maintenance of Plant-Electricity $ 1,448.86 $ 20,213.00 $ 1,448.86 $ 18,333.26 $ 430.88 7.16

Subtotal of Element: [Object] 54411 - Electricity $ 1,448.86 $ 20,213.00 $ 1,448.86 $ 18,333.26 $ 430.88 7.17



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11000-2600-54412-0000-535001-0000 Operation & Maintenance of Plant-Natural Gas (Buildings)$ 45.57 $ 1,763.00 $ 45.57 $ 1,375.00 $ 342.43 2.58

Subtotal of Element: [Object] 54412 - Natural Gas (Buildings) $ 45.57 $ 1,763.00 $ 45.57 $ 1,375.00 $ 342.43 2.58

11000-2600-54415-0000-535001-0000 Operation & Maintenance of Plant-Water/Sewage$ 221.57 $ 5,000.00 $ 221.57 $ 3,190.00 $ 1,588.43 4.43

Subtotal of Element: [Object] 54415 - Water/Sewage $ 221.57 $ 5,000.00 $ 221.57 $ 3,190.00 $ 1,588.43 4.43

11000-2600-54416-0000-535001-0000 Operation & Maintenance of Plant-Communication Services$ 194.95 $ 3,363.00 $ 194.95 $ 2,200.00 $ 968.05 5.79

Subtotal of Element: [Object] 54416 - Communication Services $ 194.95 $ 3,363.00 $ 194.95 $ 2,200.00 $ 968.05 5.80

11000-2600-54620-0000-535001-0000 Operation & Maintenance of Plant-Rental - Equipment and Vehicles$ 215.21 $ 2,763.00 $ 215.21 $ 2,420.00 $ 127.79 7.78

Subtotal of Element: [Object] 54620 - Rental - Equipment and Vehicles $ 215.21 $ 2,763.00 $ 215.21 $ 2,420.00 $ 127.79 7.79

11000-2600-55200-0000-535001-0000 Operation & Maintenance of Plant-Property/Liability Insurance$ 16,864.00 $ 16,864.00 $ 16,864.00 $ - $ - 100.00

Subtotal of Element: [Object] 55200 - Property/Liability Insurance $ 16,864.00 $ 16,864.00 $ 16,864.00 $ - $ - 100.00

11000-2600-55915-0000-535001-0000 Operation & Maintenance of Plant-Other Contract Services$ 85.78 $ 700.00 $ 85.78 $ 479.32 $ 134.90 12.25

Subtotal of Element: [Object] 55915 - Other Contract Services $ 85.78 $ 700.00 $ 85.78 $ 479.32 $ 134.90 12.25

11000-2600-56118-0000-535001-0000 Operation & Maintenance of Plant-General Supplies and Materials$ 18.81 $ 8,000.00 $ 18.81 $ 869.47 $ 7,111.72 0.23

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ 18.81 $ 8,000.00 $ 18.81 $ 869.47 $ 7,111.72 0.24

11000-2600-57332-0000-535001-0000 Operation & Maintenance of Plant-Supply Assets ($5,000 or Less)$ - $ - $ - $ 186.95 $ (186.95) 0.00

Subtotal of Element: [Object] 57332 - Supply Assets ($5,000 or Less) $ - $ - $ - $ 186.95 $ (186.95) 0.00

Subtotal of Element: [Function] 2600 - Operation & Maintenance of Plant $ 21,748.03 $ 91,239.00 $ 21,748.03 $ 64,111.20 $ 5,379.77 23.84

11000-2900-58215-0000-535001-0000 Restricted expenditures $ - $ 50,000.00 $ - $ - $ 50,000.00 0.00

Subtotal of Element: [Object] 58215 - Restricted Expenditures $ - $ 50,000.00 $ - $ - $ 50,000.00 0.00

Subtotal of Element: [Function] 2900 - Other Support Services $ - $ 50,000.00 $ - $ - $ 50,000.00 0.00

11000-3100-51100-0000-535001-1617 Food Services Operations-Salaries Expense $ 1,381.25 $ 33,150.00 $ 1,381.25 $ 31,768.75 $ - 4.16



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Subtotal of Element: [Object] 51100 - Salaries Expense $ 1,381.25 $ 33,150.00 $ 1,381.25 $ 31,768.75 $ - 4.17

11000-3100-52111-0000-535001-0000 Food Services Operations-Educational Retirement$ 191.99 $ 4,610.00 $ 191.99 $ 4,415.77 $ 2.24 4.16


11000-3100-52112-0000-535001-0000 Food Services Operations-ERA - Retiree Health$ 27.63 $ 665.00 $ 27.63 $ 635.49 $ 1.88 4.15


11000-3100-52210-0000-535001-0000 Food Services Operations-FICA Payments $ 85.64 $ 2,060.00 $ 85.64 $ 1,969.72 $ 4.64 4.15


11000-3100-52220-0000-535001-0000 Food Services Operations-Medicare Payments$ 20.03 $ 485.00 $ 20.03 $ 460.69 $ 4.28 4.12

Subtotal of Element: [Object] 52220 - Medicare Payments $ 20.03 $ 485.00 $ 20.03 $ 460.69 $ 4.28 4.13

11000-3100-52312-0000-535001-0000 Food Services Operations-Life $ 2.35 $ 59.00 $ 2.35 $ 54.05 $ 2.60 3.98


11000-3100-52710-0000-535001-0000 Food Services Operations-Workers Compensation Premium$ 300.00 $ 300.00 $ 300.00 $ - $ - 100.00

Subtotal of Element: [Object] 52710 - Workers Compensation Premium $ 300.00 $ 300.00 $ 300.00 $ - $ - 100.00

11000-3100-52720-0000-535001-0000 Food Services Operations-Workers Compensation Employer's Fee$ - $ 10.00 $ - $ 4.60 $ 5.40 0.00


11000-3100-53330-0000-535001-0000 Food Services Operations-Professional Development$ - $ 300.00 $ - $ - $ 300.00 0.00

Subtotal of Element: [Object] 53330 - Professional Development $ - $ 300.00 $ - $ - $ 300.00 0.00

Subtotal of Element: [Function] 3100 - Food Services Operations $ 2,008.89 $ 41,639.00 $ 2,008.89 $ 39,309.07 $ 321.04 4.82

Subtotal of Element: [Fund] 11000 - Operational $ 109,979.71 $ 1,568,992.00 $ 109,979.71 $ 1,331,981.85 $ 127,030.44 7.01

14000-1000-56108-1010-535001-0000 Instruction-Instructional Materials - 25% of 56111$ - $ - $ - $ 629.19 $ (629.19) 0.00

Subtotal of Element: [Object] 56108 - Instructional Materials - 25% of 56111 $ - $ - $ - $ 629.19 $ (629.19) 0.00

14000-1000-56111-1010-535001-0000 Instruction-Instructional Materials Cash - 50% Textbooks$ 5,812.64 $ 40,718.00 $ 5,812.64 $ 2,896.81 $ 32,008.55 14.27



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Subtotal of Element: [Object] 56111 - Instructional Materials Cash - 50% Textbooks $ 5,812.64 $ 40,718.00 $ 5,812.64 $ 2,896.81 $ 32,008.55 14.28


Subtotal of Element: [Fund] 14000 - Instructional Materials $ 5,812.64 $ 40,718.00 $ 5,812.64 $ 3,526.00 $ 31,379.36 14.28

21000-3100-51100-0000-535001-1617 Food Services Operations-Salaries Expense $ 719.11 $ 12,500.00 $ 719.11 $ 10,850.25 $ 930.64 5.75

Subtotal of Element: [Object] 51100 - Salaries Expense $ 719.11 $ 12,500.00 $ 719.11 $ 10,850.25 $ 930.64 5.75

21000-3100-52111-0000-535001-0000 Food Services Operations-Educational Retirement$ 65.57 $ 1,700.00 $ 65.57 $ 1,508.11 $ 126.32 3.85


21000-3100-52112-0000-535001-0000 Food Services Operations-ERA - Retiree Health$ 9.44 $ 250.00 $ 9.44 $ 217.12 $ 23.44 3.77


21000-3100-52210-0000-535001-0000 Food Services Operations-FICA Payments $ 44.59 $ 775.00 $ 44.59 $ 672.75 $ 57.66 5.75

Subtotal of Element: [Object] 52210 - FICA Payments $ 44.59 $ 775.00 $ 44.59 $ 672.75 $ 57.66 5.75

21000-3100-52220-0000-535001-0000 Food Services Operations-Medicare Payments$ 10.43 $ 182.00 $ 10.43 $ 157.32 $ 14.25 5.73


21000-3100-52312-0000-535001-0000 Food Services Operations-Life $ 2.35 $ 59.00 $ 2.35 $ 54.05 $ 2.60 3.98


21000-3100-52315-0000-535001-0000 Food Services Operations-Disability $ 2.01 $ 70.00 $ 2.01 $ 46.23 $ 21.76 2.87


21000-3100-52720-0000-535001-0000 Food Services Operations-Workers Compensation Employer's Fee$ - $ 10.00 $ - $ 2.30 $ 7.70 0.00


21000-3100-53330-0000-535001-0000 Food Services Operations-Professional Development$ - $ 1,000.00 $ - $ - $ 1,000.00 0.00




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21000-3100-53711-0000-535001-0000 Food Services Operations-Other Charges $ - $ 250.00 $ - $ 250.00 $ - 0.00

Subtotal of Element: [Object] 53711 - Other Charges $ - $ 250.00 $ - $ 250.00 $ - 0.00

21000-3100-54311-0000-535001-0000 Food Services Operations-Maintenance & Repair Furniture/Fixtures/Equipment$ - $ 200.00 $ - $ - $ 200.00 0.00

Subtotal of Element: [Object] 54311 - Maintenance & Repair Furniture/Fixtures/Equipment$ - $ 200.00 $ - $ - $ 200.00 0.00

21000-3100-55915-0000-535001-0000 Food Services Operations-Other Contract Services$ 139.08 $ 2,590.00 $ 139.08 $ 1,595.00 $ 855.92 5.36

Subtotal of Element: [Object] 55915 - Other Contract Services $ 139.08 $ 2,590.00 $ 139.08 $ 1,595.00 $ 855.92 5.37

21000-3100-56113-0000-535001-0000 Food Services Operations-Software $ - $ 1,000.00 $ - $ 995.00 $ 5.00 0.00

Subtotal of Element: [Object] 56113 - Software $ - $ 1,000.00 $ - $ 995.00 $ 5.00 0.00

21000-3100-56116-0000-535001-0000 Food Services Operations-Food $ - $ 50,000.00 $ - $ 42,038.00 $ 7,962.00 0.00

Subtotal of Element: [Object] 56116 - Food $ - $ 50,000.00 $ - $ 42,038.00 $ 7,962.00 0.00

21000-3100-56118-0000-535001-0000 Food Services Operations-General Supplies and Materials$ - $ 2,000.00 $ - $ 1,510.00 $ 490.00 0.00

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ - $ 2,000.00 $ - $ 1,510.00 $ 490.00 0.00

21000-3100-57332-0000-535001-0000 Food Services Operations-Supply Assets ($5,000 or Less)$ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

Subtotal of Element: [Object] 57332 - Supply Assets ($5,000 or Less) $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

Subtotal of Element: [Function] 3100 - Food Services Operations $ 992.58 $ 73,586.00 $ 992.58 $ 59,896.13 $ 12,697.29 1.35

21000-3300-51200-0000-535001-1220 Salary $ - $ 1,547.00 $ - $ - $ 1,547.00 0.00

Subtotal of Element: [Object] 51200 - Overtime Expense $ - $ 1,547.00 $ - $ - $ 1,547.00 0.00

Subtotal of Element: [Function] 3300 - Community Services Operations $ - $ 1,547.00 $ - $ - $ 1,547.00 0.00

Subtotal of Element: [Fund] 21000 - Food Services $ 992.58 $ 75,133.00 $ 992.58 $ 59,896.13 $ 14,244.29 1.32

23000-1000-53711-1010-535001-0000 Instruction-Other Charges $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

Subtotal of Element: [Object] 53711 - Other Charges $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

23000-1000-55813-1010-535001-0000 Instruction-Employee Travel - Non-Teachers $ - $ 500.00 $ - $ - $ 500.00 0.00



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Subtotal of Element: [Object] 55813 - Employee Travel - Non-Teachers $ - $ 500.00 $ - $ - $ 500.00 0.00

23000-1000-55817-1010-535001-0000 Student Travel $ - $ 5,000.00 $ - $ 690.82 $ 4,309.18 0.00

Subtotal of Element: [Object] 55817 - Student Travel $ - $ 5,000.00 $ - $ 690.82 $ 4,309.18 0.00

23000-1000-55819-1010-535001-0000 Instruction-Employee Travel - Teachers $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

Subtotal of Element: [Object] 55819 - Employee Travel - Teachers $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

23000-1000-55915-1010-535001-0000 Instruction-Other Contract Services $ 301.00 $ 15,000.00 $ 301.00 $ 645.54 $ 14,053.46 2.00

Subtotal of Element: [Object] 55915 - Other Contract Services $ 301.00 $ 15,000.00 $ 301.00 $ 645.54 $ 14,053.46 2.01

23000-1000-56118-1010-535001-0000 Instruction-General Supplies and Materials $ 181.29 $ 35,000.00 $ 181.29 $ 1,085.89 $ 33,732.82 0.51

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ 181.29 $ 35,000.00 $ 181.29 $ 1,085.89 $ 33,732.82 0.52

23000-1000-57331-1010-535001-0000 Fixed assets (over 5000) $ - $ 24,553.00 $ - $ - $ 24,553.00 0.00

Subtotal of Element: [Object] 57331 - Fixed Assets (More Than $5,000) $ - $ 24,553.00 $ - $ - $ 24,553.00 0.00

23000-1000-57332-1010-535001-0000 Instruction-Supply Assets ($5,000 or Less) $ - $ 12,397.00 $ - $ - $ 12,397.00 0.00


Subtotal of Element: [Function] 1000 - Instruction $ 482.29 $ 94,450.00 $ 482.29 $ 2,422.25 $ 91,545.46 0.51

Subtotal of Element: [Fund] 23000 - Non-Instructional Support $ 482.29 $ 94,450.00 $ 482.29 $ 2,422.25 $ 91,545.46 0.51

24101-1000-51100-1010-535001-1411 Instruction-Salaries Expense $ 1,190.71 $ 28,577.00 $ 1,190.71 $ 27,386.29 $ - 4.16

Subtotal of Element: [Object] 51100 - Salaries Expense $ 1,190.71 $ 28,577.00 $ 1,190.71 $ 27,386.29 $ - 4.17

24101-1000-51300-1010-535001-1411 Additional Compensation $ - $ 4,500.00 $ - $ - $ 4,500.00 0.00

Subtotal of Element: [Object] 51300 - Additional Compensation $ - $ 4,500.00 $ - $ - $ 4,500.00 0.00

24101-1000-52111-0000-535001-0000 Instruction-Educational Retirement $ 165.51 $ 4,600.00 $ 165.51 $ 3,806.85 $ 627.64 3.59




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24101-1000-52112-0000-535001-0000 Instruction-ERA - Retiree Health $ 23.81 $ 662.00 $ 23.81 $ 547.61 $ 90.58 3.59


24101-1000-52210-0000-535001-0000 Instruction-FICA Payments $ 73.82 $ 2,055.00 $ 73.82 $ 1,697.81 $ 283.37 3.59


24101-1000-52220-0000-535001-0000 Instruction-Medicare Payments $ 17.26 $ 480.00 $ 17.26 $ 396.97 $ 65.77 3.59


24101-1000-52312-0000-535001-0000 Instruction-Life $ 2.35 $ 59.00 $ 2.35 $ 54.05 $ 2.60 3.98






24101-1000-56118-1010-535001-0000 General Supls & Matls $ - $ 1,711.00 $ - $ 264.93 $ 1,446.07 0.00

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ - $ 1,711.00 $ - $ 264.93 $ 1,446.07 0.00


Subtotal of Element: [Fund] 24101 - Title I - IASA $ 1,473.46 $ 43,654.00 $ 1,473.46 $ 34,156.81 $ 8,023.73 3.38

24106-1000-51100-2000-535001-1712 Instruction-Salaries Expense $ 814.75 $ 19,555.00 $ 814.75 $ 18,739.25 $ 1.00 4.16

Subtotal of Element: [Object] 51100 - Salaries Expense $ 814.75 $ 19,555.00 $ 814.75 $ 18,739.25 $ 1.00 4.17



24106-1000-52111-0000-535001-0000 Instruction-Educational Retirement $ 113.25 $ 2,928.00 $ 113.25 $ 2,604.75 $ 210.00 3.86




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24106-1000-52112-0000-535001-0000 Instruction-ERA - Retiree Health $ 16.30 $ 422.00 $ 16.30 $ 374.90 $ 30.80 3.86


24106-1000-52210-0000-535001-0000 Instruction-FICA Payments $ 50.51 $ 1,303.00 $ 50.51 $ 1,161.73 $ 90.76 3.87


24106-1000-52220-0000-535001-0000 Instruction-Medicare Payments $ 11.81 $ 306.00 $ 11.81 $ 271.63 $ 22.56 3.85


24106-1000-52311-0000-535001-0000 Instruction-Health and Medical Premiums $ 423.03 $ 10,072.00 $ 423.03 $ 9,729.69 $ (80.72) 4.20

Subtotal of Element: [Object] 52311 - Health and Medical Premiums $ 423.03 $ 10,072.00 $ 423.03 $ 9,729.69 $ (80.72) 4.20

24106-1000-52312-0000-535001-0000 Instruction-Life $ 2.35 $ 57.00 $ 2.35 $ 54.05 $ 0.60 4.12


24106-1000-52313-0000-535001-0000 Instruction-Dental $ 28.52 $ 685.00 $ 28.52 $ 655.96 $ 0.52 4.16

Subtotal of Element: [Object] 52313 - Dental $ 28.52 $ 685.00 $ 28.52 $ 655.96 $ 0.52 4.16

24106-1000-52314-0000-535001-0000 Instruction-Vision $ 4.95 $ 119.00 $ 4.95 $ 113.85 $ 0.20 4.15




24106-1000-53300-2000-535001-0000 Instruction-Professional Employee Training and Development Services$ - $ 1,200.00 $ - $ - $ 1,200.00 0.00

Subtotal of Element: [Object] 53300 - Professional Employee Training and Development Services$ - $ 1,200.00 $ - $ - $ 1,200.00 0.00

24106-1000-56113-2000-535001-0000 Software $ - $ 100.00 $ - $ - $ 100.00 0.00

Subtotal of Element: [Object] 56113 - Software $ - $ 100.00 $ - $ - $ 100.00 0.00

24106-1000-56118-2000-535001-0000 Instruction-General Supplies and Materials $ - $ 4,680.00 $ - $ - $ 4,680.00 0.00



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Page 17 of 19

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ - $ 4,680.00 $ - $ - $ 4,680.00 0.00

24106-1000-57332-2000-535001-0000 Instruction-Supply Assets ($5,000 or Less) $ - $ 4,500.00 $ - $ - $ 4,500.00 0.00



24106-2100-53215-2000-535001-0000 Support Services-Students-Psychologists/Counselors - Contracted$ - $ 1,300.00 $ - $ - $ 1,300.00 0.00

Subtotal of Element: [Object] 53215 - Psychologists/Counselors - Contracted $ - $ 1,300.00 $ - $ - $ 1,300.00 0.00

Subtotal of Element: [Function] 2100 - Support Services-Students $ - $ 1,300.00 $ - $ - $ 1,300.00 0.00

Subtotal of Element: [Fund] 24106 - Entitlement IDEA-B $ 1,465.47 $ 48,737.00 $ 1,465.47 $ 33,708.11 $ 13,563.42 3.01



24154-1000-52111-0000-535001-0000 Instruction-Educational Retirement $ - $ 278.00 $ - $ - $ 278.00 0.00

Subtotal of Element: [Object] 52111 - Educational Retirement $ - $ 278.00 $ - $ - $ 278.00 0.00

24154-1000-52112-0000-535001-0000 Instruction-ERA - Retiree Health $ - $ 40.00 $ - $ - $ 40.00 0.00

Subtotal of Element: [Object] 52112 - ERA - Retiree Health $ - $ 40.00 $ - $ - $ 40.00 0.00

24154-1000-52210-0000-535001-0000 Instruction-FICA Payments $ - $ 124.00 $ - $ - $ 124.00 0.00

Subtotal of Element: [Object] 52210 - FICA Payments $ - $ 124.00 $ - $ - $ 124.00 0.00

24154-1000-52220-0000-535001-0000 Instruction-Medicare Payments $ - $ 30.00 $ - $ - $ 30.00 0.00

Subtotal of Element: [Object] 52220 - Medicare Payments $ - $ 30.00 $ - $ - $ 30.00 0.00

24154-1000-53330-1010-535001-0000 Instruction-Professional Development $ 149.00 $ 4,528.00 $ 149.00 $ - $ 4,379.00 3.29

Subtotal of Element: [Object] 53330 - Professional Development $ 149.00 $ 4,528.00 $ 149.00 $ - $ 4,379.00 3.29

Subtotal of Element: [Function] 1000 - Instruction $ 149.00 $ 7,000.00 $ 149.00 $ - $ 6,851.00 2.13




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Page 18 of 19


Subtotal of Element: [Function] 2300 - Support Services-General Administration $ - $ 2,000.00 $ - $ - $ 2,000.00 0.00

24154-2400-53330-0000-535001-0000 Support Services-School Administration-Professional Development$ - $ 1,000.00 $ - $ - $ 1,000.00 0.00


Subtotal of Element: [Function] 2400 - Support Services-School Administration $ - $ 1,000.00 $ - $ - $ 1,000.00 0.00

Subtotal of Element: [Fund] 24154 - Teacher/Principal Training & Recruiting $ 149.00 $ 10,000.00 $ 149.00 $ - $ 9,851.00 1.49

25153-2100-56118-0000-535001-0000 Support Services-Students-General Supplies and Materials$ 5.89 $ - $ 5.89 $ 27.68 $ (33.57) 0.0025153-2100-56118-2000-535001-0000 General Supls & Matls $ - $ 1,433.00 $ - $ - $ 1,433.00 0.00

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ 5.89 $ 1,433.00 $ 5.89 $ 27.68 $ 1,399.43 0.41

Subtotal of Element: [Function] 2100 - Support Services-Students $ 5.89 $ 1,433.00 $ 5.89 $ 27.68 $ 1,399.43 0.41

Subtotal of Element: [Fund] 25153 - Title XIX MEDICAID 3/21 Years $ 5.89 $ 1,433.00 $ 5.89 $ 27.68 $ 1,399.43 0.41

26204-1000-56118-1010-535001-0000 General Supls & Matls $ - $ 197.00 $ - $ - $ 197.00 0.00

Subtotal of Element: [Object] 56118 - General Supplies and Materials $ - $ 197.00 $ - $ - $ 197.00 0.00

Subtotal of Element: [Function] 1000 - Instruction $ - $ 197.00 $ - $ - $ 197.00 0.00

Subtotal of Element: [Fund] 26204 - Spaceport GRT Grant - Sierra County Dona Ana County$ - $ 197.00 $ - $ - $ 197.00 0.00

27107-2200-56114-0000-535001-0000 Support Services-Instruction-Library And Audio-Visual$ - $ 1,798.00 $ - $ - $ 1,798.00 0.00

Subtotal of Element: [Object] 56114 - Library And Audio-Visual $ - $ 1,798.00 $ - $ - $ 1,798.00 0.00

Subtotal of Element: [Function] 2200 - Support Services-Instruction $ - $ 1,798.00 $ - $ - $ 1,798.00 0.00

Subtotal of Element: [Fund] 27107 - 2012 GO Bond Student Library SB-66 $ - $ 1,798.00 $ - $ - $ 1,798.00 0.00

31700-4000-57332-0000-535001-0000 Capital Outlay-Supply Assets ($5,000 or Less) $ - $ 17,764.00 $ - $ - $ 17,764.00 0.00


Subtotal of Element: [Function] 4000 - Capital Outlay $ - $ 17,764.00 $ - $ - $ 17,764.00 0.00



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Page 19 of 19

Subtotal of Element: [Fund] 31700 - Capital Improvements SB-9 $ - $ 17,764.00 $ - $ - $ 17,764.00 0.00

Total $ 120,361.04 $ 1,902,876.00 $ 120,361.04 $ 1,465,718.83 $ 316,796.13 6.33



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B. Total Current Year Allocation:

D. Total Funding Available:

Jul 1 2018 12:00AM Jun 30 2019 12:00AMTo:FLOWTHROUGH ONLY

Budget Period:

A. Approved Carryover:

2018-2019

Fund Function Object Program Job Class Present Budget Adj Amt Exp Adj Budget ADD'L FTE

11000 Operational

1000 Instruction 51100 Salaries Expense

1010 Regular Education (K-12) Programs

1413 Teachers-Early Childhood Ed

$46,704 ($5,728) $40,976

11000 Operational

1000 Instruction 52710 Workers Compensation Premium

0000 No Program

0000 No Job Class

$10,236 ($583) $9,653

11000 Operational


2000 Special Programs

1412 Teachers- Special Education

$71,194 $2,295 $73,489

11000 Operational



1422 Teachers Special Education - Gifted

$59,984 $3,433 $63,417

11000 Operational

1000 Instruction 52315 Disability 0000 No Program

0000 No Job Class

$950 $583 $1,533

Sub Total $0

Indirect Cost

DOC. TOTAL $0

STATE OF NEW MEXICO

PUBLIC EDUCATION DEPARTMENT

300 Don Gaspar Santa Fe, NM 87501-2786

Must submit backup for all BARs, except transfers of funds for SEG or direct grants

Budget Adjustment Request

Fiscal Year:

Doc. ID:

Fund Type:

Adjustment Type:

Entity Name:

Contact:

Phone:

Email:

535-000-1819-0003-M

Maintenance

J. Paul Taylor

Virginia Trujillo, Asst. Business Mgr

575-642-1413

[email protected]

Adjustment Changes Intent/Scope of Program Yes or No?:

Total Approved Budget (Flowthrough):

Maintenance due to under projected in disability 1000 function

Justification:

Compliance with Sections 10-15-1 and 22-8-12, NMSA, 1978 Compilation: A. The requested budget/changes were authorized at a scheduled Board of Education or Governance Council meeting open to the public on:

B. Justification for the transfer: Explanation such as "underbudgeted", "insufficient budget", or "needed to close out Project" ARE NOT ACCEPTABLE. Attach additional sheets if necessary.

ALL TRANSFER BARS MUST NET OUT TO ZERO ON THE DOC. TOTAL LINE.

No

..

General Fund / Capital Outlay / Debt Service

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Budget Period:


2018-2019


11000 Operational

2100 Support Services-Students

53215 Psychologists/Counselors - Contracted


0000 No Job Class

$15,000 ($2,952) $12,048

11000 Operational


53711 Other Charges 2000 Special Programs

0000 No Job Class

$3,800 ($3,000) $800

11000 Operational

2200 Support Services-Instruction

53414 Other Services 0000 No Program

0000 No Job Class

$10,000 ($8,085) $1,915

11000 Operational

2300 Support Services-General Administration

55400 Advertising 0000 No Program

0000 No Job Class

$1,000 ($331) $669

11000 Operational

2400 Support Services-School Administration

52311 Health and Medical Premiums

0000 No Program

0000 No Job Class

$4,205 ($4,205)

11000 Operational


52315 Disability 0000 No Program

0000 No Job Class

$170 ($170)

11000 Operational

2500 Central Services


0000 No Job Class

$58,000 ($6,188) $51,812

11000 Operational

2600 Operation & Maintenance of Plant

56118 General Supplies and Materials

0000 No Program

0000 No Job Class

$8,000 ($300) $7,700

11000 Operational


51100 Salaries Expense


1214 Guidance Counselors/Social Workers

$2,386 $2,386 0.28

11000 Operational


52111 Educational Retirement

0000 No Program

0000 No Job Class

$332 $332

11000 Operational


52112 ERA - Retiree Health

0000 No Program

0000 No Job Class

$48 $48

11000 Operational


52210 FICA Payments

0000 No Program

0000 No Job Class

$148 $148

11000 Operational


52220 Medicare Payments

0000 No Program

0000 No Job Class

$35 $35

11000 Operational


52720 Workers Compensation Employer's Fee

0000 No Program

0000 No Job Class

$3 $3

11000 Operational



0000 No Job Class

$3,000 $3,000

11000 Operational



0000 No Program

1511 Data Processing

$7,500 $7,500 0.12

11000 Operational


52210 FICA Payments

0000 No Program

0000 No Job Class

$466 $466

STATE OF NEW MEXICO





Fiscal Year:

Doc. ID:

Fund Type:

Adjustment Type:

Entity Name:

Contact:

Phone:

Email:

535-000-1819-0004-M

Maintenance

J. Paul Taylor


575-642-1413

[email protected]



No

..


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11000 Operational



0000 No Program

0000 No Job Class

$109 $109

11000 Operational



0000 No Program

0000 No Job Class

$10 $10

11000 Operational

2300 Support Services-General Administration

53411 Auditing 0000 No Program

0000 No Job Class

$14,000 $331 $14,331

11000 Operational



0000 No Program

1112 Principals $28,750 $3,450 $32,200 0.56

11000 Operational



0000 No Program

0000 No Job Class

$4,000 $476 $4,476

11000 Operational



0000 No Program

0000 No Job Class

$575 $70 $645

11000 Operational


52210 FICA Payments

0000 No Program

0000 No Job Class

$1,785 $212 $1,997

11000 Operational



0000 No Program

0000 No Job Class

$420 $47 $467

11000 Operational


56118 General Supplies and Materials

0000 No Program

0000 No Job Class

$120 $120

11000 Operational



0000 No Program

1511 Data Processing

$5,000 $5,000 0.05

11000 Operational



0000 No Program

0000 No Job Class

$695 $695

11000 Operational



0000 No Program

0000 No Job Class

$100 $100

11000 Operational


52210 FICA Payments

0000 No Program

0000 No Job Class

$310 $310

11000 Operational



0000 No Program

0000 No Job Class

$73 $73

11000 Operational



0000 No Program

0000 No Job Class

$10 $10

11000 Operational

2600 Operation & Maintenance of Plant

57332 Supply Assets ($5,000 or less)

0000 No Program

0000 No Job Class

$300 $300

Sub Total $0 1.01

Indirect Cost

DOC. TOTAL $0

11000 2000 transfers change from contracted service to payroll

Justification:




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6,790B. Total Current Year Allocation:


07/01/2018 06/30/2019

$33,928.00

To:

40,718

FLOWTHROUGH ONLYBudget Period:


2018-2019


14000 Total Instructional Materials Sub-Fund

1000 Instruction 56111 Instructional Materials Cash - 50% Textbooks


0000 No Job Class

$40,718 ($5,000) $35,718

14000 Total Instructional Materials Sub-Fund

1000 Instruction 56108 Instructional Materials Credit - 25% of 56111


0000 No Job Class

$5,000 $5,000

Sub Total $0

Indirect Cost

DOC. TOTAL $0

STATE OF NEW MEXICO

PUBLIC EDUCATION DEPARTMENT300 Don Gaspar Santa Fe, NM 87501-2786



Fiscal Year:

Doc. ID:

Fund Type:

Adjustment Type:

Entity Name:

Contact:

Phone:

Email:

535-000-1819-0005-M

Maintenance

J. Paul Taylor


575-642-1413

[email protected]



Maintenance

Justification:




40,718

No

..

Flowthrough

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Budget Period:


2018-2019


21000 Food Services

3100 Food Services Operations

53330 Professional Development

0000 No Program

0000 No Job Class

$1,000 ($430) $570

21000 Food Services


56116 Food 0000 No Program

0000 No Job Class

$50,000 ($5,122) $44,878

21000 Food Services


57332 Supply Assets ($5,000 or less)

0000 No Program

0000 No Job Class

$1,000 ($600) $400

21000 Food Services



0000 No Program

1617 Food Service

$12,500 $5,122 $17,622

21000 Food Services


52210 FICA Payments

0000 No Program

0000 No Job Class

$775 $350 $1,125

21000 Food Services



0000 No Program

0000 No Job Class

$182 $80 $262

21000 Food Services


54311 Maintenance & Repair - Furniture/Fixtures/Equipment

0000 No Program

0000 No Job Class

$200 $600 $800

Sub Total $0

Indirect Cost

DOC. TOTAL $0

STATE OF NEW MEXICO





Fiscal Year:

Doc. ID:

Fund Type:

Adjustment Type:

Entity Name:

Contact:

Phone:

Email:

535-000-1819-0006-M

Maintenance

J. Paul Taylor


575-642-1413

[email protected]



Student nutrition maintenance

Justification:




No

..


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07/01/2018 06/30/2019

$14,922.00

To:

43,654



2018-2019


24101 Title I - ESEA

1000 Instruction 51300 Additional Compensation


1411 Teachers-Grades 1-12

$4,500 ($2,286) $2,214

24101 Title I - ESEA



1411 Teachers-Grades 1-12

$28,577 $2,286 $30,863 0.54

Sub Total $0 0.54

Indirect Cost

DOC. TOTAL $0

STATE OF NEW MEXICO




Fiscal Year:

Doc. ID:

Fund Type:

Adjustment Type:

Entity Name:

Contact:

Phone:

Email:

535-000-1819-0007-M

Maintenance

J. Paul Taylor


575-642-1413

[email protected]



maintenance Title I

Justification:




43,654

No

..

Flowthrough

of 131 9/7/2018 5:56:07 PM



07/01/2018 06/30/2019

$15,839.00

To:

48,737



2018-2019


24106 Entitlement IDEA-B

1000 Instruction 51300 Additional Compensation


1412 Teachers- Special Education

$1,500 ($100) $1,400

24106 Entitlement IDEA-B

1000 Instruction 52311 Health and Medical Premiums

0000 No Program

0000 No Job Class

$10,072 $100 $10,172

Sub Total $0

Indirect Cost

DOC. TOTAL $0

STATE OF NEW MEXICO




Fiscal Year:

Doc. ID:

Fund Type:

Adjustment Type:

Entity Name:

Contact:

Phone:

Email:

535-000-1819-0008-M

Maintenance

J. Paul Taylor


575-642-1413

[email protected]



Maintenance Idea B

Justification:




48,737

No

..

Flowthrough

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Tomasa Shanbhag

Objective To become part of the dynamic team of J. Paull Taylor Academy’s Governance.

Experience 2017- Present LCDF

Director of Physician and Clinical Recruitment Responsible for sustaining the clinical talent acquisition duties for LCDF and

for developing a proactive approach to attract and retain top talent. Plan, develop, and direct strategic physician recruitment and physician employment programs. Responsible for planning in accordance with the needs and goals of the organization. Develops improvements to staffing processes like sourcing and selection. Create functional recruitment strategies and specific objectives for the sub-function and develop budgets/policies/procedures to support the functional infrastructure. Responsible for developing and executing the clinical recruitment strategy in support of the overall business plan and strategic direction of the organization, specifically in the areas of clinical recruitment of medical, dental and behavior health licensed professionals: (Physicians, Dentists, Certified Nurse Practitioner, Nurse Practitioner, Certified Midwife, Midwife, licensed nursing positions, and therapists).

2003– 2017 LCDF Las Cruces, NMChief Human Resources Officer Responsible for developing and executing human resource strategy in

support of the overall business plan and strategic direction of the organization, specifically in the areas of succession planning, talent management, change management, organizational and performance management, training and development, and compensation. Controlled, directed and monitored the development and implementation of organization wide policies and programs encompassing all aspects of human resource management. Worked with senior management in developing Human Resources strategies and policies. Advised management and employees on questions or problem solving relating to Human Resources. Managed compensation, benefits, staffing, training, organizational development, and performance measures, labor relations. Supervised all of Human Resources Department staff.

1997-2002 LCDF Las Cruces, NM Assistant H.R. Director Successfully transitioned 401(k) carriers –major endeavor Implemented training/orientation for new recruits Successfully implemented and trained the H.R./Payroll Software

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1997–1998 LCDF Las Cruces, NMInterim H.R. Director Successfully developed and implemented compensation plan, including

establishing a wage and salary scale. Developed a severance package for employees from terminating program. Took over the administration of 401(k) Retirement Plan with minimum

training.

1994–1997 LCDF Las Cruces, NMHuman Resources Assistant Automated forms to minimize errors Successfully did fund raising and headed committees to sponsor employees’

picnics and appreciation events. Developed Excellence in Census Date without H.R. Software.

Education 1987–1991 New Mexico State University, Las Cruces, NM B.A., Business Administration and Economics

Skills Excel, Word, and other Software systems; Bilingual English/Spanish

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| P a g e 1

BY-LAWS OFJ. PAUL TAYLOR ACADEMY

GOVERNANCE COUNCIL

Revised August 1522, 2018 (Draft 2)Last Revision October 20, 2015

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Preamble

Together with the parents, staff, students, and the community, J. Paul Taylor Academy, a New Mexico public charter school created pursuant to the Charter Schools Act, NMSA 1978 22-8B-1, et seq., is committed to offering a rigorous well rounded Spanish Acquisition, Project Based instructional program in a smaller school to promote academic excellence for the diverse students of Las Cruces. These Governance Council By-laws Laws will provide an understanding of J. Paul Taylor Academy’s governance and management practices, and what roles and responsibilities various groups and individuals will have at the school.

ARTICLE 1 - Name

Section 1 - Charter School NameThe name of this public charter school is J. Paul Taylor Academy. It is hereinafter also referred to as “JPTA.”

Section 2 – Governing BodyThe JPTA Governance Council is the governing body of JPTA. It is hereinafter referred to as the “Council.” JPTA will be governed pursuant to these By-laws Laws adopted by the Council and as amended or revised from time to time.

Section 3 - Address of J. Paul Taylor AcademyThe principal address of JPTA is 402 W. Court, Building 2, Las Cruces, NM 88005.

Section 4 – Fiscal Year DefinitionThe fiscal year of JPTA will begin on the first day of July and end on the last day of June in the subsequent calendar year.

ARTICLE 2 – Council Membership

Section 1 – Governance Council SizeThe Council will be composed of no more than thirteen (13) and no fewer than five (5) elected members with staggered terms. The JPTA Executive Director will be a non-voting member of the Council.

Section 2 – Nomination of New Council MembersApplications to join the Council may be submitted by any student body family member or community member. The JPTA Membership Committee will review all Council member applications for any vacant position(s) and then may nominate applicants for a vote at a Council meeting.

Section 3 – Elections of New MembersNew members will be selected from nominations submitted to the JPTA Membership Committee and elected by a majority vote of the existing Council.

Section 4 – Governance Council Re-ElectionsElections for members who are ending a term will occur during the May meeting of the expiration year.

Section 5 – Governance Council Terms and Term Limits and Re-Elections

Council members will serve for two-year terms. Each position of the Council will be numbered. The terms of even numbered positions will expire on June 30 of even-numbered years, and odd-numbered positions will expire in odd-numbered years.

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| P a g e 3

Section 6 – Governance Council Term LimitsCouncil Membership will be limited to three (3) consecutive, two (2) year terms. Members who have served three consecutive terms will be eligible for membership after a lapse of one (1) year.

Section 7 – VacanciesAny vacant position may be filled by the Council for the unexpired portion of the term. A mid-term vacancy on the Council will be filled by the Council after the nomination process described in Article 2, Section 2 above has been completed. Once the vacancy is filled, the term will only be for the unexpired portion of the term of the member being replaced.

Section 8 – Qualification and DiversityCandidates for positions on the Council will be considered based upon professional skills in areas of expertise including but not limited to legal, financial, real estate, education, business, and human resources. Potential members must also demonstrate the willingness to devote substantial time and energy to serving on the Council. As much as possible, Council members will reflect the ethnic diversity for the school it represents.

Section 9 – Resignations and RemovalAny member may resign at any time by giving written notice to the Council Chair or Secretary and, unless otherwise specified therein, the resignation will be effective on the date submitted and does not have to be accepted by the Council to be effective. Any member may be removed by a majority vote of the Council whenever such removal is in the best interests of the school. Grounds for removal may include, but are not limited to the following:

Violation of the Governance Council Conflict of Interest Policy; Violation of the Governance Council Commitment Agreement; Failure to attend three (3) scheduled regular meetings of the Council during the school year (July

1 – June 30), except when such absence is due to exigent circumstances and the Chair has been has been notified or a majority of the Council excuses the absence;

Violation of the Governance Council Member Code of Ethics, malfeasance, or for misrepresentation of the Council or the school.

Section 10 – AttendanceMembers of the Council are expected to attend all scheduled regular meetings of the Council unless exigent circumstances arise. If a Council member cannot be physically present at a meeting due to an unavoidable conflict, he/she may make arrangements to be present by telephone in accordance with the provisions of the Open Meetings Act. A member of the Council who will be unable to attend a Council meeting should notify the Chair twenty-four (24) hours prior to the meeting. If the Council member intends to be present by phone (or other communications system) the Council member will make arrangements with the Executive Director or his/her designee to ready any necessary equipment for the call. Notice may be made by e-mail as long as it is made twenty-four (24) hours in advance of the meeting. If the Chairperson cannot attend the meeting, he/she must notify the Vice-Chairperson and forward all information regarding the upcoming meeting to him/her, including notices of non-appearances by other Council members. Notification must be at least twenty-four (24) hours before the scheduled meeting.

Section 11 – Orientation of New Council MembersNew Council members must read and have working knowledge of the JPTA Charter Contract and Performance Frameworks, Governance Council Member Code of Ethics, Council By-Laws, JPTA Conflict of Interest Policy, and Nepotism Policy. New Council members will sign the necessary documents and will be required to attend the next possible state-mandated Council training.

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| P a g e 4

Section 12 – Disqualifications / Nepotism RuleAt no time will a Council member be a JPTA employee, spouse of another Council member, or have a contract for provision of services or property with J Paul Taylor Academy. The Council will not initially employ as Executive Director a person who is a Council member (unless the offer of employment is contingent upon such member's resignation from the Council), the spouse, father, father-in-law, mother, mother-in-law, son, son-in-law, daughter, or daughter-in-law, sister, sister-in-law, brother, brother-in-law, or sibling (collectively “family members”) of any Council member. Upon petition by the Executive Director, the Council may approve the Executive Director’s hiring of the Executive Director’s family members as JPTA employees by majority vote at a public meeting. Prior to approving the Executive Director’s request to hire said individual, the Council will carefully consider the potential impact on the efficiency of school operations, effect on administrator’s management and oversight of staff, and public perception of JPTA in the employment of any person who is a family member of the Executive Director or the parent of a currently enrolled J. Paul Taylor Academy student. .

Section 13 – CompensationCouncil members will not receive compensation for their services; however, members may be compensated for reasonable expenses in accordance with the New Mexico Mileage and Per Diem Act.

ARTICLE 3 – Governance Council Powers and Responsibilities

Section 1 – Powers and Duties of the Governance Council1. General:

The Council is the governing body of the JPTA and is responsible for ensuring the fair and uniform application of all federal, state and local laws in the operation of the school as well as the school’s Charter and policies. The school will be operated for the educational benefit of its students. The Council is the policy-making body for the school. The JPTA Council will exercise leadership primarily through the formulation and adoption of policies. The Council is not involved in the daily operation or management of the school.

2. Individual Member’s Authority:A member of the Council is a public officer, but has no power or authority as an individual member. The only authority held by a member is in raising issues before the Council and in voting on action items at Council meetings.

3. Binding Authority:The Council will not be bound in any way by the action or statement on the part of any individual Council member.

4. The powers and responsibilities of the Council are prescribed by the JPTA Charter and the New Mexico Charter Schools Act and by all applicable laws and regulations. Complete and final control of all matters pertaining to the school’s educations system will be vested in the Council. The Council of the JPTA will have the following powers and duties:

a. Develop educational and operational policies for J Paul Taylor AcademyJPTA, in collaboration with the school’s administration, staff and families;

b. Employ JPTA’s Executive Director, evaluate the Executive Director annually; and determine appropriate compensation for the Executive Director;

c. Charge the Executive Director with the responsibility of implementing the Charter; employing, fixing the salaries of, assigning, terminating and discharging all JPTA employees; carrying out the Academy’sJPTA’s policies and procedures, facilities plans, budget, and such other directives and policies adopted by the Council. The Council will not be involved in the day-to-day operations of the school;

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| P a g e 5

d. Review, approve and monitor implementation of JPTA’s annual budget; e. Acquire, lease and dispose of property, both real and personal to the extent permissible by

laws applicable to public charter schools; f. Initiate lawsuits or take all necessary steps to protect JPTA’s interests; g. Consistent with JPTA’s budget authority, approve contracts for the repair and maintenance

of all property belonging to the JPTA or for which JTPA is contractually responsible to maintain and repair, which authority may be delegated to the Executive Director up to an amount not exceeding $25,000.00;

h. Enter contracts consistent with JPTA’s approved budget for any service or activity that is required for JTPA to perform in order to carry out the educational program described in the Charter. The Council may delegate its authority hereunder to the Executive Director for contracts not exceeding $25,000, except in cases of employment contracts which will be delegated to the Executive Director consistent with JPTA’s budget authority and the Council’s adopted salary schedule;

i. Develop, adopt and amend policies and procedures pertaining to the administration of all powers or duties of the Council and JPTA;

j. Accept or reject any charitable gift, grant, device, or bequest not otherwise contrary to law or the terms of the Charter. Each particular gift, grant, device, or bequest accepted will be considered an asset of JPTA;

k. Approve amendments to the Charter prior to presentation to the PEC for approval;l. Make application to NMPED and/or the Public School Capital Outlay Council or Public School

Facilities Authority for capital outlay funds; m. Open other locations for operation of JTPA as consistent with the Charter;n. Address problems through the applicable dispute resolution processes according to policies

and procedures;o. Review and consider recommendations submitted by the Executive Director and other

advisors to the Council;p. Promote a cooperative relationship with its Charter authorizer; to function in accordance

with the New Mexico Charter School Act and resolve any dispute, which may arise between JPTA, or its Council, and PEC officials to the mutual benefit of the operation of JTPA and its authorizer;

q. Accept accountability for both the financial stability and financial future of the institution, engaging in strategic financial planning, assume primary responsibility for preservation of capital assets and endowments, oversee operating budgets, and comply with audit requirements; and

r. Such other powers and authorities as provided for by law regulation, and New Mexico Public Education Department policy.

Section 2 – Selection, Delegation of Duties, and Termination of the Executive Director 1. Selection Criteria for the Executive Director:

Criteria for the Executive Director will be determined by the Executive Director Search Committee, an ad-hoc committee. This committee will be chaired by a Council member and will also include teaching staff and parents. This body committee will make final recommendations to the Council, which has the final authority in the selection.

2. Delegation to the J. Paul Taylor Academy Executive Director:The Council will concern itself primarily with broad questions of policy and with the appraisal of results rather than administrative detail. The application of policies is an administrative task to be performed the Executive Director and designated staff, and they will be held responsible for the effective implementation of Council policies. The Executive Director will be held responsible for keeping the Council informed of all matters within its purview so that the Council can fulfill the above described functions of a governing body. The Executive

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Director will have the primary responsibility for all aspects of the school’s operations and programs, including the day-to-day management and implementation of the school’s Charter and Council policies. The teachers and staff of JPTA will report to the Executive Director.

3. Executive Director Evaluation and Contract Development/Termination:The Council will perform annual evaluations of the Executive Director as well as approve, renew, and when needed, terminate the Executive Director’s contract.

Article 74 – PARLIAMENTARY AUTHORITY

Section 1 – Modified Robert’s Rules of OrderThe Rules contained in Robert’s Rules of Order will govern the Council in all cases in which they are applicable and in which they are not inconsistent with the bBy-laws or special modifications of order of the Council. Specifically, no action of the Council will be valid unless taken at a meeting in which a quorum as defined herein is present and which has been properly noticed pursuant to the New Mexico Open Meetings Act, NMSA (1978) §§10-15-1 et seq.

Modification 1: Council members, JPTA staff, and members of the public may not make motions to introduce action items that are not on the included on the previously posted meeting agenda. Council members may introduce discussion items only during the “Open Discussion” portion of the meeting, and staff members and members of the public may introduce items for discussion only during the “Staff Input” and “Pubic Input” portions of the meeting.

Modification 2: When introducing an agenda item, the Chair may invite discussion prior to requesting a motion.

Modification 3: The Chair may recognize any school staff, school family member, or community member to speak on any agenda item discussion item or any action item prior to requesting a motion.

Section 2 – QuorumA majority of the elected Council members will constitute a quorum for the transaction of business at any meeting of the Council.

ARTICLE 4 5 – Meetings

Section 1 – Notice of MeetingsThe Council will provide notice and post agendas in accordance with the New Mexico Open Meeting Act and the Council’s annual resolution. Reasonable notice of the Council meetings will include posting on the JPTA website. Except in cases of emergency and only in accordance with the requirements of the Open Meetings Act, the Council will only act on matters identified in the agenda.

Section 2 – Attendance via Telephone Conference CallExcept to the extent otherwise provided by law, any meetings of the Council may be attended by any of the Council Members by means of a conference telephone (or similar communications system) when it is otherwise difficult or impossible for the member to attend the meeting in person, provided that each member participating by conference telephone can be identified when speaking, all participants are able to hear each other at the same time, and members of the public attending the meeting are able to hear any other member of the Council who speaks during the meeting. Such attendance will constitute

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presence by the Council member as is in person at such meeting and for purposes of determining a quorum. Any action taken by the Council at such meeting will constitute a valid action of the Council.

Section 3 – Regular MeetingsThe Governance Council will meet at least once per month at a place to be set by the Council and in accordance with the Open Meetings Act. The Council will pass a resolution annually describing what notice of a public meeting is reasonable when applied to the Council. The resolution will describe appropriate notice and methods for posting agendas for regular, special, and emergency meetings of the council.

Section 4 – Special MeetingsSpecial meetings of the Council may be called at Chair’s discretion, request of a Council member, or the Executive Director the discretion of the Council. Such meetings will be held at a time and place consistent with the Council’s annual resolution for conducting its public meetings.

Section 5 – Emergency MeetingsAn emergency meeting or agenda item is one necessitated by unforeseen circumstances that if not addressed immediately by the Council will likely result in injury or damage to persons or property or substantial financial loss to the public body.

Section 6 – Closed SessionsThe Council, at any properly convened regular, special, or emergency meeting, may go into closed session by majority vote of a quorum present at such meeting, if the closed session is properly identified on the agenda. A special meeting may be called for the sole purpose of closed session. The purpose of the meeting will deal with issues or topics stipulated under the New Mexico Open Meetings Act.

Section 7 – Meeting MinutesThe Council will keep written minutes of all meetings. The minutes will include at a minimum: the date, time and place of the meeting, the names of members in attendance and those absent, the substance of any proposals considered and a record of any decisions and votes taken to include a notation of how each member voted, except in the case of abstentions. All minutes are open for public inspection within the Council binder and will be posted on the JPTA website (www.jpaultayloracademy.org). Draft minutes will be prepared within ten (10) working days after the meeting and will be approved, amended, or disapproved at the next meeting where a quorum is present. Minutes will not become official until approved by the Council and signed by the Chair and Secretary. The signed minutes will be stored in the Council binder.

Article 5 6 – Officers and their Duties

Section 1 – OfficersThe officers of the Council will be Chair, Vice-Chair, Treasurer, and Secretary. The school may, at the discretion of the Council, provide for different categories of officers, including, without limitation, one or more assistant Assistant treasurers Treasurers and/or assistant Assistant secretariesSecretaries. The duties of certain officers are set forth herein. When the incumbent of an office is unable to perform the duties thereof or when there is no incumbent of an office, the duties of the office will, unless otherwise provided by the Council or these By-Laws, be performed by the next officer set forth in the following sequence: Chair, Vice-Chair, Treasurer, and Secretary.

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Section 2 – Appointment and TenureOfficers will be elected each year by the Council at its regularly scheduled May meeting for a term of one (1) year or until their successors have been duly elected. Officers' terms will commence immediately following the May meeting of the Councilat the beginning of the following fiscal year. Unless an individual is unable or unwilling to accept advancement in the succession plan, the officers will advance from Vice-Chairperson to Chairperson to Immediate Past Chair.

Section 3 – ChairThe Chair of the Council will preside at all meetings and will appoint committees through a discussion with the Council. He/she will have the right, as other members of the Council, to make or second motions, to discuss questions, and to vote. The Chair of the Council may not act for or on behalf of the Council without prior specific authority from a majority of the Council to do so. All communications addressed to the Chair will be considered for appropriate action, which may include consulting with legal counsel and consideration by the Council. The Chair will sign legal documents as required by law and perform such other duties as may be prescribed by the Council. It is the Chair's responsibility to ensure that Council members uphold their commitments/responsibilities to the school. The Chair will compile, in collaboration with the Executive Director, the topics for business to be placed on meeting the agendas. Any member of the Council may offer items for action, discussion, or presentation, and to be placed on the agenda Council by notifying the Chair within 72 hours of the date of the agendameeting.

Section 4 – Vice-ChairThe Vice-Chair will perform the duties of the Chair in the absence of the Chair or at the request of the Chair. In the event a vacancy occurs in the Chair position, the Vice-Chair will act in the capacity of the Chair until the office has been filled by a vote of the Council membership. The Vice Chair will be the Chair of the Executive Director Support and Evaluation Committee and serve on the Audit Committee or appoint a designee who is a member of the Council.

Section 5 – TreasurerThe Treasurer will be familiar with the fiscal affairs of the school and keep the Council informed thereof in the event that the school's Business Manager is unable to so act. He/she will have knowledge of public school finance laws, rules and policies, and will serve as the Chair of the JPTA Finance Committee and the Audit committee. He/she may attend the NMPED Spring Budget Workshop and/or any other necessary financial regulatory training recommended by the Executive Director or the Business Manager.

Section 6 – SecretaryThe Council Secretary will keep minutes of the Council meetings, subject to the direction of the Chair; assure that all notices are given in accordance with the provisions of the Charter, Council policies, and as required by law; countersign, when required, all authorized bonds, contracts, deeds, leases, or other legal instruments; and in general perform all duties incident to the office of Secretary and such other duties as from time to time may be assigned to the Secretary by the Council. The Council may appoint a designee to assist with the responsibilities of the Secretary as described herein, including recording and transcribing the minutes of the meetings, posting notices and agendas, and preparing packets for the Council’s review. The Secretary is responsible for the review and presentation of the minutes to the Council for approval. The Secretary will serve as a member of the Council, the Chair of the Membership Committee, and present names of potential Council member candidates to the Council for consideration. The Secretary takes roll at all Council meetings.

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Section 7 – Immediate Past ChairIf available and her or his term limit has not been met, the Immediate Past Chair may assist the Chair and the Governance Council by continuing to be involved as a full voting Governance Council member and providing the Council with historical information as the Council considers issues that come up in the normal course of business.

Section 8 – Directors and Officers InsuranceThe Council may secure Officers’ and Members’ insurance in excess of the coverage provided by the New Mexico Public School Insurance Authority upon appropriate approval of the Council and if provided for in the school's approved budget.

Section 9 – Resignations and RemovalAny officer may be removed by a majority vote of the Council whenever, in its judgment, he/she fails to perform the duty of the office or such other duties appointed by the Council and when removal is in the best interest of the school.

Article 6 7 – Committees

Section 1 – Committee GuidelinesMembership:

Committee Chairs and members will be assigned to committees at the beginning of each school year through a discussion of the Council led by the Council Chair.

Meetings:Committees will meet at times and for purposes deemed necessary by the committee. Committees must comply with Open Meetings Act if the purpose of a meeting includes to set policy affecting the school and a quorum of the Council will be present. Procedures for notice of committee meetings will be established by the Council at the beginning of each school year.

Resignations and Removal:Any member of a committee may, at any time, resign by providing written notice to the Council Chair or Council Secretary and, unless otherwise specified, the acceptance of such resignation will not be necessary to make it effective. Any member of a committee may be removed by the Council Chair, as long as the Council is advised and consents to the removal, either at a meeting or via email.

Documentation of Meetings:When committee meetings occur, the Committee Chair is responsible for ensuring that a sign-in sheet is completed and a report or meeting minutes are created and submitted to the Council Chair by the deadline set at the beginning of each school year.

Section 2 – Membership CommitteeThe purpose of the Membership Committee is to assume the primary responsibility of matters pertaining to the Council’s recruitment, nomination, orientation, training, and yearly assessments of members. The committee will also be responsible for succession planning for the school.

Membership:

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The members of this committee will consist of the Council Secretary, who will serve as Chair, as well as 1-at least two (2) additional Council members, preferably two if three total members does not constitute a quorum.

Meeting Frequency:At least twice during the school year

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Responsibilities:1. Notify the school and local communities of vacancies on the Council via the JPTA website,

social media, and other media when needed until vacant positions are filled or closed.2. Provide descriptions of the responsibilities of serving as a member to the applicants, as well

as the date and time of the Council meeting at which the position will be voted upon. 3. Review all applicants based upon their contributions to the JPTA Charter Goals and their

indicated support of the Council functions and responsibilities, and then recommend satisfactory applicants to the Council.

4. Recommend applicants, as appropriate, to the Council Secretary no later than three (3) working days before the date of the regular board meeting at which the vote of the Council will be made.

5. Coordinate orientation of new members.6. Assist in obtaining and maintaining required annual Council training.7. Coordinate yearly Council member assessments and provide feedback to Council.8. Oversee emergent as well as long-term succession planning for the school.

Section 3 – Finance CommitteeThe purpose of the Finance Committee is to provide oversight of the school's business affairs and financial condition and report monthly to the Council.

Membership:The members of the finance committee will be the Council Treasurer, who will serve as Chair, 1-2 other Council members, the JPTA Business Manager, the Executive Director, and a staff member if one wishes to join.

Meeting Frequency:At least monthly during the school year

Responsibilities:1. Prepare and maintain the annual budget for the school in collaboration with the Executive

Director.2. Develop and annually revise a long-term financial forecast in collaboration with the Executive

Director.3. Serve as an external monitoring committee on the budget and other financial matters.4. Ensure that budget information is submitted in a timely manner.5. Review all Budget Adjustment Requests (BARs) and present, with recommendations as

necessary, to the Council.6. Review Business Manager’s reports and make recommendations to the Council regarding the

reports as necessary.7. Perform periodic internal audits of the following:

a. Check stock inventoryb. Timely depositsc. Travel reimbursements

8. Provide the Council status updates regarding:a. Financial plan, including reviews of the school revenue and expenditure projectionsb. Financial statements and monitoring of revenues and expensesc. Preparation and oversight of annual budget and procurement

Section 4 – Audit CommitteeThe purpose of this committee is to represent the Council in all matters regarding state audits. The committee will report at least quarterly to the Council regarding ongoing state audits and monitoring of corrective actions on findings.

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Membership:The members of this committee will be the Council Treasurer, who will serve as Chair, the Council Vice Chair or their designee, the JPTA Business Manager, the Executive Director, a JPTA family member, and at least one other member who is a non-JPTA employee and disinterested party with financial experience if available.

Meeting Frequency:Meets at entrance and exit audit conferences (schedule set by auditor), then monthly after audit fieldwork begins until conclusion of the audit, and more frequently if needed (note: conferences and meetings with auditors can be conducted by phone).

Responsibilities:The committee also has the following responsibilities as charged by the New Mexico State law (Charter Schools Act, NMSA 1978 §§22-8B-1, et seq.) in part:1. Represent the school throughout all phases of the annual audit.2. Evaluate the request for proposals for annual financial and audit services.3. Attend the entrance and exit conferences for annual and special audits. 4. Meet with external financial auditors at least monthly after audit field work begins until the

conclusion of the audit. 5. Be accessible to the external financial auditors as requested to facilitate communication

with the Council. 6. Track and report progress on the status of the most recent audit findings and advise the

Council on policy changes needed to address audit findings. 7. Provide other advice and assistance as requested by the Council.8. Be subject to the same requirements regarding the confidentiality of audit information as

those imposed upon the Council by the audit.

Section 5 – Executive Director Support and Evaluation CommitteeThe purpose of the Executive Director Support and Evaluation Committee is to support and assist the Executive Director and administer his or her evaluations.

Membership:The members of this committee will consist of the Council Vice Chair, who will serve as Chair, and at least one (1) additional Council member.


Responsibilities:1. Determine areas where the Council can support the Executive Director.2. Administer Mid-Year and Year-End Executive Director Evaluations in a timely fashion.3. Summarize the Executive Director Evaluations and present the summary to the Executive

Director.4. Develop and complete a search process for an Executive Director when the position is

vacant.

Section 6 – Facilities and Safety CommitteeThe purpose of the Facilities and Safety committee is to oversee the leasing and maintenance of the school building and grounds and to evaluate and monitor drills and safety preparations of the school.

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Membership:The members of this committee will consist of at least one Council member, who will serve as Chair, the Executive Director or Assistant Director, and teachers, staff, and family members if available.

Meeting Frequency:At least quarterly

Responsibilities:1. Ensure that a lease is in place and renewed for the school facility.2. Ensure that insurance is in place and renewed for the school facility.3. Oversee maintenance of the facility.4. Develop a preventative maintenance plan for the facility.5. Determine long-term facility needs.6. Oversee the development of the School Safety Plan in accordance with all applicable laws

and guidelines.7. Ensure that safety drills are conducted.

Section 7 – Policy CommitteeThe purpose of the Policy Committee is to periodically review all policies of the school and make recommendations to the Council.

Membership:The members of this committee will consist of 1-2 Council members, one of whom will serve as Chair, the Executive Director or Assistant Director, and a teacher and/or staff member if available.


Responsibilities:1. Review school policies and procedures on a routine basis and make recommendations for

changes.2. Develop new policies and procedures as needed.3. Review Council By-Llaws and make recommendations for any changes on a yearly basis or

as needed.

Section 8 – Development CommitteeThe purpose of the Development Committee is to draft annual fund development plan and assist the JPTA Foundation in raising funds. So long as the JPTA Foundation remains active, a separate Council Development Committee will not be needed.

Membership:This committee will recommend its own membership. One Council member will serve as a representative to the Foundation, and the Executive Director or Assistant Director will also be a member.

Meeting Frequency:At least quarterly during the school year

Responsibilities:1. Draft an annual fund development plan.

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2. Provide a Council representative to all Foundation meetings.3. Advise the Foundation of school fundraising needs.4. Support the Foundation in raising funds.

Section 9 – Academic Oversight CommitteeThe purpose of the Academic Oversight Committee (AOC) is to ensure that the educational programs of the school are accomplishing the goals of the Charter and meeting state standards as required by law.

Membership:This committee will recommend its own membership, consisting of school personnel and family members, as per the AOC Policy. The Executive Director will serve as Chair, and the Council will provide at least one representative to the committee.


Responsibilities:1. Facilitate the training of Council Members in the understanding of Performance Framework

Testing Data.2. Coordinate and administer annual Teacher and Family Satisfaction Surveys.3. Other responsibilities in accordance with the AOC Policy, which is reviewed and approved

by the Council to ensure compliance with our Charter.

Section 10 – Parent Advisory CommitteeThe purpose of the Parent Advisory Committee (PAC) is to enrich community aspects of the school and, thereby, the learning experience for students.

Membership:PAC will recommend its own membership as per the PAC Policy. The Council may choose to provide a representative to this committee, and the Executive Director or Assistant Director will be a member.


Responsibilities:1. Work with families, teachers, and staff to coordinate school events, fundraisers, and

volunteers for school activities.2. Other responsibilities in accordance with the PAC Policy, which is reviewed and approved

by the Council to ensure compliance with our charterCharter.

Section 11 – Gifted Advisory CommitteeThe purpose of the Gifted Advisory Committee is to ensure that the goals and priorities of the gifted program are being met or exceeded.

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Membership:The Council will provide at least one representative to the committee. This committee will consist of the Executive Director or Assistant Director, teachers and/or staff members, and JPTA family members, students, and community members when available.

Meeting Frequency:Three or more times per year at regular intervals

Responsibilities:1. To regularly review the goals and priorities of the gifted program, including the operational

plans for student identification, evaluation, placement and service delivery. 2. Demonstrate support for the gifted program.3. Provide information regarding the impact that cultural background, linguistic background,

socioeconomic status and disability conditions within the community may have on the child referral, identification, evaluation and service delivery processes.

4. Advocate for children who have been under-represented in gifted services due to cultural or linguistic background, socioeconomic status, or disability conditions, in order to ensure that these children have equal opportunities to benefit from services for gifted students.

Section 12 – Ad Hoc CommitteesThe Council has the authority to create ad hoc committees as deemed necessary. The policies and procedures that govern ad hoc committees will be determined as specified by the Council action creating and approving the existence of any such committee.Article 7 – PARLIAMENTARY AUTHORITY

Section 1 – Modified Robert’s Rules of OrderThe Rules contained in Robert’s Rules of Order will govern the Council in all cases in which they are applicable and in which they are not inconsistent with the by-laws or special modifications of order of the Council. Specifically, no action of the Council will be valid unless taken at a meeting in which a quorum as defined herein is present and which has been properly noticed pursuant to the New Mexico Open Meetings Act, NMSA (1978) §§10-15-1 et seq.

Modification 1: Council members, JPTA staff, and members of the public may not make motions to introduce action items that are not on the included on the previously posted meeting agenda. Council members may introduce discussion items only during the “Open Discussion” portion of the meeting, and staff members and members of the public may introduce items for discussion only during the “Staff Input” and “Pubic Input” portions of the meeting.

Modification 2: When introducing an agenda item, the Chair may invite discussion prior to requesting a motion.

Modification 3: The Chair may recognize any school staff, school family member, or community member to speak on any agenda item discussion item or any action item prior to requesting a motion.

Section 2 – QuorumA majority of the elected Council members will constitute a quorum for the transaction of business at any meeting of the Council.

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ARTICLE 8 – Confidential Matters of the Governance Council

Section 1 – Confidential InformationThe Council recognizes that confidential information may be brought to the attention of individual Council members and/or the Council as a whole pertaining to, but not limited to, the following:

Matters relating to the employment or dismissal of, or charges against, specific JPTA personnel; Matters relating to litigation or proposed litigation in which the Council is or may become a

party, or attorney-client communications; Consideration of the acceptance of gifts, bequests, or donations where confidentiality has been

requested by the donor; Consideration of wages and benefits for the Executive Director; Consideration of disciplinary action in connection with a student; Matters relating to the security of students, personnel, visitors, and/or school property; And such matters that may arise and qualify as being confidential by law.

The Council further recognizes that public disclosure of such information may result in injury to individual or potential harm and possible liability to the JPTA and that the Council members must respect confidentiality of information that is privileged under applicable law. It is the policy of the Council that Council members will discuss or disclose confidential information only in connection with legitimate school business, only with individuals with a legitimate right to know, and only in appropriate confidential settings.

ARTICLE 9 – CONFLICTS OF INTEREST AND CODE OF ETHICS

Section 1 – General StatementIt will be the duty of each Council member to voluntarily excuse him/herself from discussions of confidential information and abstain from voting on matters in which the Council member has a personal or financial interest, including an interest by a member of the Council’s immediate family, or where the Council’s participation will or may compromise the confidential nature of the discussion. Failure to voluntarily remove himself/herself from such conflicts of interest may result in a vote to remove the member from the Council. Council members must recognize and abide by all applicable state and federal laws governing conflicts of interest for members of public charter school governing bodies.

Section 2 – DisclosureEach Council member agrees to complete and sign a Disclosure of Conflict of Interest statement prior to accepting his/her position on the Council. In addition to this statement, Council members will annually update the disclosure statement and will otherwise immediately notify the Council Chair when he or she becomes aware that an actual or potential conflict may exist.

Section 3 – Conflict of Interest PolicyEach Council member agrees to abide by the JPTA Conflict of Interest policy adopted by the Council.

Section 4 – Code of EthicsEach Council member agrees to abide by the Governance Council Member Code of Ethics.

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ARTICLE 10 – AMENDMENTS

Section 1 –Amendments to By-LawsThe Council may alter or amend these By-Laws by a majority vote of those voting at a regular or special meeting of the Council when such a vote is requested and provided notice of such proposed amendment has been given to members at least fourteen (14) days prior to the date of such a vote.

ARTICLE 11 – EQUAL OPPORTUNITY

Section 1 – Non Discrimination J. Paul Taylor Academy will not discriminate on the basis of race, religion, color, national origin, gender, ancestry, age, sexual orientation, gender identity, physical or mental handicap, serious medical condition, or need for special education services in either the hiring or other employment practices of the school or in its admission policies for students. Further, JPTA will conduct all of its activities in accordance with all applicable local, state and federal anti-discrimination laws, as well as in accordance with all other laws and regulations applicable to the operation of charter schools in the state of New Mexico.

ARTICLE 12 – MISCELLANEOUS

Section 1 – Checks, Drafts, etc.All checks, drafts or other orders for the payment of money, and all notes and other evidences of indebtedness issued in the name of the school will be signed by a minimum of two (2) of the following authorized signatories: the Council Chair, Vice-Chair, Treasurer, or the Executive Director.

Section 2 –RecordsThe Council will keep accurate and complete records of the actions of the Council, including minutes as required by the Open Meetings Act (described in Article 5, Section 7), and resolutions and policies adopted by the Council. Such records will be open to inspection by the members of the Council at any time, or members of the public pursuant to the Inspection of Public Records Act, NMSA 1978 14-2-1et seq.; and kept at the office of the Executive Director.

Section 3 – NMPED Concerns Related to J. Paul Taylor AcademyThe Chair of the Council or the Executive Director will be the contact person for any concern raised by the NMPED or the Public Education Commission related to JPTA. The parties will attempt to resolve any issues between them in a manner required by applicable New Mexico statues and in accordance with JPTA’s contract with the Public Education Commission.

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Director’s reportAugust 15, 2018 Governance Council Meeting

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Enrollment-Current year

Enrollment (Waitlisted)20 (41) – Kindergarten20 (19) – 1st Grade23 (16) – 2nd Grade23 (26) – 3rd Grade

21 (16) – 4th Grade25 (11) – 5th Grade23 (18) – 6th Grade24 (5) – 7th Grade21 (0) – 8th Grade

200 Students as of September 1, 2018 (Waitlisted=152)

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Demographics

95 Female students to 105 Male students

99 Hispanic

89 Caucasian

4 Asian

5 African-American

1 Native-American

1 Pacific Islander

1 Two or More

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School Updates

Facilities Master Plan/Lease Assistance Update Update on Social Worker Safe Schools Plan Past Events

Mr. Taylor’s Birthday

Middle School Field Trip to Mesilla

Upcoming Events September 13 - Diez y Seis de Septiembre Celebration

September 17-28 - Fall Break

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Overall Score

J Paul Taylor Academy

Code: 535001Grade Range

District:

C C C C

0

25

50

75

100

Ove

rall

Sco

re

J Paul Taylor Academy

School Grading Report Card 2018

CFinal Grade 2018

57.40 8KN -

This School's History Note for Families

If your student is enrolled in a school that has earned two “F” grades in the last four years, state law allows you to transfer your child to a school with a higher school grade. Please call (505)-827-6909 to learn more. For information about other schools in your community, please visit the School Grading web page at http://aae.ped.state.nm.us/SchoolGrading.html.

2015 2016 2017 2018

10

20

20

40 D

D

B

A

Bonus Points

10 D

Improvement of Lowest-Performing Students

Current Standing

Improvement of Higher-Performing Students

Are students performing on grade level? Did they improve more or less than expected?

Are higher-performing students improving more or less than expected?

School Improvement

Is the school as a whole making academic progress?

Are the lowest-performing students improving more or less than expected?

Opportunity to Learn

Do students and families believe their school is a good place to attend and learn?

Schools can earn points for reducing truancy, promoting extracurricular activities, engaging families, and using technology. 2.50+

Possible Points This School Earned

9.63

13.77

9.39

4.16

17.95

C

C

C

C

C

C - State benchmark established in 2012

New Mexico School Grading 2018

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FinalPoints

TestsSchool Grading draws on student performance from these state assessments:

Partnership for Assessment of Readiness for College and CareersStandards Based Assessment - SpanishNew Mexico Alternate Performance AssessmentDynamic Indicators of Basic Early Literacy Skills (prior to 2017)IStation (beginning 2017)

PARCCSBA

NMAPADIBELS

IStation

Mathematics, ReadingReadingMathematics, ReadingEarly LiteracyEarly Literacy

3-113-113-11KN-2KN-2

Grades

Elementary and Middle Schools

75.0 to 100.0 A60.0 to 74.9 B50.0 to 59.9 C37.5 to 49.9 D 0.0 to 37.4 F

Elementary and middle schools earn a final grade based on these ranges, which were set in 2012.

Details of Each Grade Indicator

Reading

Math

Proficient (%)

Current Standing

Points Proficiency

56 58 55 64 - 50 - 48 50 --

7.05

28 18 37 38 - 18 - 24 35 --

3.48

AllStudents

AfrAmerWhite Hisp

AmIndian

EnglishLanguageLearners

Studentswith

DisabilitiesEcon

DisadvAsianMF

Gender Race / Ethnicity

Proficiencies Over Time

0

50

100

Pe

rce

nt

Pro

fici

en

t

Math 31 31 28

Reading 54 58 56

2016 2017 2018

Students are performing on grade level with Proficient or Advanced scores.

Proficient (%)

Knowing how many students are proficient is a measure of the school’s overall success. Current Standing uses up to three years of student performance to provide a broader picture of school achievement. Current Standing also includes a measure of student growth (Value-Added Modeling) that looks at school size, student mobility, and prior student performance.

3.61Points Student Growth

3.81

Points Proficiency

Points Student Growth

Page 2 of 5 J Paul Taylor AcademyNew Mexico School Grading 2018

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Reading

Growth Index

SchoolImprovement

Points

Math

-0.10

2.30

-0.33

1.85

Growth can be negative or positive. When it is positive, the school performed better than was expected when compared to other schools with the same size, mobility, and prior student performance.

School growth (Value-Added Modeling) compares overall student performance from year to year and considers the progress of all students whether or not they are proficient.

0.46

0.22 0.15 0.09

0.80.69

-0.61

-0.24

-0.3

0.1

0.27 0.21

Student Growth

Every student's prior test scores are used to estimate how they should have performed this year. Their academic growth is considered within two groups, the lowest-performing 25% of students and the higher-performing students (75%).

Higher-Performing

Lowest-Performing

Points

Points

AfrAmericanWhite Hisp

AmIndian


Studentswith

DisabilitiesEcon

DisadvAsianMF

0.29 0.20 - 0.29 - - 0.25 0.42 -0.24

-0.22 0.29 - 0.10 - - 0.06 0.81 -0.65

-0.14 -0.13 - 0.06 - - 0.11 -0.01 --0.01

0.43 - - 0.19 - - 0.30 - -0.06

0.80

0.22

-0.24

0.09

7.89

5.88

4.03

5.36

This group performed higher than expected. Above Zero

Below Zero

Higher-Performing

Lowest-Performing

Points

Points

Reading Math

Lowest-Performing Lowest-PerformingHigher-Performing Higher-Performing

2016 2017 2018 2016 2017 2018 2016 2017 2018 2016 2017 2018

Growth Over Time

Near Zero

This group performed below expectations, and students are falling behind when compared to their peers.

This group performed as expected based on their academic history.

Reading Growth

Student Groups

Math Growth

School Overall

Growth Greater than

Expected

Growth Lower than Expected


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Student Attendance

Surveys

Opportunity to Learn

Opportunity to Learn is a reflection of the environment schools provide for student learning.

Score (Average)

Points

AllStudents

AfrAmerWhite Hisp

AmIndian


Studentswith

DisabilitiesEcon

DisadvAsianMF


41.10

4.57

Average (%)

Points

- - - - - - - - - - -

5.07

Students answer survey questions on topics such as classroom teaching and expectations of students. The survey contains 10 questions with answers from 0 (Never) to 5 (Always) for a maximum score of 50. For students in grades KN-2, a parent or family member completes the survey.Number of Surveys 228

Bonus Points

Schools can earn points for reducing truancy, promoting extracurricular activities, engaging families, and using technology.

Student and Parent Engagement Truancy Improvement

Extracurricular Activities Using Technology

Participation

99Reading (%)

99Math (%)All enrolled students must take the yearly state tests. If a school tests less than 95% of their students, the school's letter grade is reduced by one grade.


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Notes

School grading calculations and procedures are described fully in the School Grading Technical Guide posted on the PED's website at http://aae.ped.state.nm.us/SchoolGradingLinks/1718/Technical Assistance for Educators/Technical Guide 2018.pdf. This guide provides definitions and decision rules for each indicator, including growth. In addition, the guide details how the state benchmark of C was established.

For Student Growth, separate procedures are used for the school overall and for the student groups. Therefore, the values for student groups will not sum to the total shown under school overall.

A dash is used to protect student confidentiality as required by state and federal law when there are fewer than 10 students in a group.

Schools that administered tests by computer received bonus points based on the number of students participating.

Additional Information

56 64 - - - 48 50 -58 55

School History

Student performance over time can show the success of interventions and school reform. Students who score Proficient or Advanced are considered to be performing at grade level.

58

Reading Proficiency

Math Proficiency

63 - - - 33 -63 53

31 41 - 31 -25 39

50

50

53

- 25 - -

AllStudents

AfrAmerWhite Hisp

AmIndian


Studentswith

DisabilitiesEcon

DisadvAsianMF


-54 58 - - - 24 -55 52 50

31 40 20 29 -28 34 - 21 - -

28 38 24 35 -18 37 - 18 - -2018 (%)

2017 (%)

2016 (%)

2018 (%)

2017 (%)

2016 (%)


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08.20.2018 PED Rating: The PED team rated this indicator as Meets Standard because the school earned a C on the NM state letter grade report card for 2017-18. 1.17.18 Site Visit: The 2017-2018 A-F school letter grade had not been determined at the time of the site visit. The A-F school letter grade will be made available in August/September 2018. The PED team will rate this indicator at that time. Requested Follow-Up: None.

This is the location for the state report card data for the most recent school year, generally released in August/September.School Improvement Plan/NM Dash Plan required for schools with less than a C letter grade on the previous year's state report card

Comments by SEA

Comments by LEA

Compliance Indicators

Requested Documents

Legal References

In Progress

SEA Status

LEA Status

I-A.00: NM A-F grading systemI. ACADEMIC PERFORMANCE FRAMEWORK

Updated 08/21/2018 by Karen Woerner

Meets Standard

Other Documents

7.12.18 NMPED Rating: PED has rated this "Exceeds Standard" because the school provided data that shows 4 of 4 goals received such rating. Specifically, the school provided I-STATION (vendor) generated data in Excel form which was cross-validated (N = 15 student data points such as scaled scores across the school year) with a condensed analysis of progress towards goals generated by the school to confirm data on such document was indeed accurate. Such data was used to determine percentage of overall student proficiency in each grade cluster. 3.29.18 PED Note: The PED team noted that the Mid Year data was uploaded on 2/6/18. 3.19.18 PED Reminder: School to provide its analysis of the data, along with supporting verifiable evidence at the end of the year, no later than 6/30/18. 3.5.18 PED Reminder: The school is reminded to submit two (2) items at the end of the year: (a) its analysis of progress towards each mission-specific indicator (4 total) and (b) the iSTATION “Classroom Summary” or comprehensive report itself for each teacher listing individual student results during the winter or spring semester test administration(s). Such items are requested to validate the school's determination on whether or not it met each of its mission-specific indicators. 1.17.18 Site Visit: The PED team observed documentation that the school administered short-cycle assessments (i.e., iSTATION which replaced DIBELS for K-4th and Discovery Ed. for 5th-8th in reading and K-8th in math)

Comments by SEA

In Progress

SEA Status

LEA Status

I-A.01: Required Academic Performance IndicatorsI. ACADEMIC PERFORMANCE FRAMEWORK

Updated 07/20/2018 by Baylor Del Rosario

Exceeds Standard

MONITORING INSTRUMENT ITEM REPORT

J Paul Taylor AcademyPEC AUTHORIZED ANNUAL MONITORING

Generated by Web EPSS | September 2, 2018 9:01 AM 1 of 21

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during fall as required by its mission-specific indicators. The school was reminded to submit an update of their short-cycle assessment results through the web-EPSS monitoring tool platform by the 120D reporting period which is February 15, 2018 as required by the Public Education Commission (PEC). Requested Follow-Up: School provides evidence it is tracking student progress on mission-specific indicators (i.e., iSTATION reading and math results for K-8th) and upload such document into the web-EPSS (sec. I-A.01) no later than the 120D (February 15, 2018). The school must also provide at the end of the school year: (a) its analysis of progress towards each mission-specific indicator (4 total) and (b) the iSTATION “Classroom Summary” or comprehensive report itself for each teacher listing individual student results during the winter or spring semester test administration(s). The school must how Tier 1, 2, or 3 student status in which Tier 1 designates “at or above benchmark” achievement (as described in the charter contract). Note that the charter contract also states the school will set “growth targets” for student who performed below benchmark “in the fall.” Consequently, the school must provide iSTATION report(s) that includes fall or baseline results for each student along with their established growth targets. The school must clearly indicate whether or not intervention students (i.e., below benchmark) met their individual “growth targets.” JPTA uploaded raw IStation data on 2/6/2018 to the Web-EPPS system. The school will upload end-of-year information when it's available. This is the location for all school reports that will be uploaded by the school to support progress toward Mission Specific Indicators.Mid-Year Data to demonstrate progress toward indicatorsSchool's analysis, along with supporting verifiable EOY data, to demonstrate progress toward indicators

Comments by LEA


Requested Documents

Legal References

Other Documents

This is the location for all school reports that will be uploaded by the school to support progress toward Optional Supplemental Indicators (if applicable).Mid-Year Data to demonstrate progress toward indicatorsSchool's analysis, along with supporting verifiable EOY data, to demonstrate progress toward indicators

Comments by SEA

Comments by LEA


Requested Documents

Legal References

In Progress

SEA Status

LEA Status

I-A.02: Optional supplemental Indicator(s)I. ACADEMIC PERFORMANCE FRAMEWORK


Not Applicable Final

Other Documents

II-A.00: Operating BudgetsII. FINANCIAL PERFORMANCE FRAMEWORK





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08.21.18 PED Rating: The PED team has rated this indicator as Meets Standard because the school provided the financial self-assessment survey, signed by the school principal, school business manager, and the chairperson of the Finance Committee. 1.17.18 Site Visit. As required in the Performance Framework document (see NM Stat § 22-8B-9.1) following the final reporting on the previous FY, the school principal, school business manager and the chairman of the finance committee will complete and sign the questionnaire made up of the questions set forth below (see Performance Framework document, page 6-12, questions #1-8). Requested Follow-Up. School provides signed copy of the questionnaire (i.e., questions #1-8 beginning on page 6 of the Performance Framework document) by 8/1/18. School should upload one (1) questionnaire (into this section II-A.00) instead of uploading the same questionnaire in subsequent sections.

Assurance page uploaded.

Was the information required for the budget provided on time for the current year and the previous year, if requested by the PEC or its delegate? If not, why not? If not, how long was it before it was turned in? If required, has the school implemented a Corrective Action Plan (and/or a PEC-approved Financial CAP)?Evidence requested as follow-up, if any, in the "Comments by SEA" section aboveSelf-assessment Survey from Performance Framework (pages 6-12) completed and signed by Head Administrator, Business Manager and Finance Chair

Comments by SEA

Comments by LEA


Requested Documents

Legal References

Meets Requirements

SEA Status

LEA Status

Meets Standard

Other Documents

PED Note: See Section II-A.00.

To the best of the knowledge of the financial staff of the school, was the information required for the audits provided on time for the most recent audit? If not, why not? If not, how long before it was turned in? What was the date of the letter from the school certifying its readiness to proceed with an audit review?

Comments by SEA

Comments by LEA


Requested Documents

Legal References

In Progress

SEA Status

LEA Status

II-A.01: AuditsII. FINANCIAL PERFORMANCE FRAMEWORK


Meets Standard

Other Documents Evidence of response to any Audit Findings, if applicable. If so requested in "Comments by SEA" above, school to upload CAP immediately and evidence of implementation by EOY.

II-A.02: Periodic ReportsII. FINANCIAL PERFORMANCE FRAMEWORK





of 131 9/7/2018 5:56:07 PM


Is this school on quarterly or monthly reporting? Were the reports for the current year turned in on time? For the current year, did the actual expenditures plus encumbrances ever exceed the budget authority within function? Was it corrected? For each of the last four reports, was the existing cash balance plus anticipated SEG funding sufficient to cover the next month's expenditures at that time? If not, why?Evidence to support substantial compliance with timely submittal of required reports, if so requested in "Comments by SEA" above.

Comments by SEA

Comments by LEA


Requested Documents

Legal References

In Progress

SEA Status

LEA Status

Meets Standard

Other Documents


Were there any invoices pending for more than 90 days in the current year? Were payroll liabilities paid timely in the current year?Evidence to support substantial compliance with timely paying expenditures, if so requested in "Comments by SEA" above.

Comments by SEA

Comments by LEA


Requested Documents

Legal References

In Progress

SEA Status

LEA Status

II-A.03: ExpendituresII. FINANCIAL PERFORMANCE FRAMEWORK


Meets Standard

Other Documents

In Progress

SEA Status

LEA Status

II-A.04: ReimbursementsII. FINANCIAL PERFORMANCE FRAMEWORK


Meets Standard




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Were all requests for reimbursements submitted to meet PED-mandated deadlines in the current year?

Evidence to support substantial compliance in seeking reimbursements, if so requested in "Comments by SEA" above.

Comments by SEA

Comments by LEA


Requested Documents

Legal References

Other Documents

08.21.18 PED Note: Audit findings, CAPs, and evidence of implementation are addressed in sections IV-A.00 and IV-A.01. 03.22.2018 PED NOTE. The PED reviewed the FY17 Financial Audit. The FY17 Financial Audit findings are as follows: 2017-001 Journal Entry Approval (Material Weakness) Condition: The District did not apply procedures put in place of reviewing journal entries by at lest two authorized individuals before posting to their Financial Management System. Requested Follow-up: 1 - By April 16, 2018, the school must provide its Corrective Action Plan addressing all non-compliance findings, significant deficiencies, and/or material weaknesses to the PED’s Audit Bureau using the PED template provided to the school. In addition, please also submit the Audit CAP to [email protected]. Please refer to the memo signed by Acting Deputy Secretary, Finance and Operations, Marian Rael sent via by Action ASD Director/CFO and Audit and Accounting Bureau Chief, Amelia Saiz, on March 16, 2018 at 2:42pm. During the school’s next site visit, the CSD may review implementation of the school’s Audit CAP. 2 - By June 30 , 2018, in addition to submitting the Audit CAP to the Audit Bureau and to [email protected], the school must also upload into Web-EPSS evidence of actions it has taken to remedy finding(s) as identified in the FY17 audit report (such as, but not limited to, for example: audit committee meeting minutes initially reviewing/discussing findings, minutes from subsequent meetings showing that the committee is monitoring the school’s efforts to remedy identified findings, etc.).

What were the findings, if any, from the last released audit? Were any of the findings a repeat finding from last year? Were there any other findings? (Internal control findings are listed in Section IV-A.00. Material weaknesses and/or significant deficiencies are listed in Section IV-A.01.)Evidence of responding to audit findings, if any, in a manner sufficient to remedy the audit finding, if so requested in "Comments by SEA" above.

Comments by SEA

Comments by LEA


Requested Documents

Legal References

In Progress

SEA Status

LEA Status

II-A.05: Audit ReviewsII. FINANCIAL PERFORMANCE FRAMEWORK


Meets Standard

Other Documents




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If the school serves meals to students, were there any audit findings noted regarding food contracts?

Evidence of managing food service contracts appropriately, if so requested in "Comments by SEA" above.

Comments by SEA

Comments by LEA


Requested Documents

Legal References

In Progress

SEA Status

LEA Status

II-A.06: MealsII. FINANCIAL PERFORMANCE FRAMEWORK


Meets Standard

Other Documents

3.5.18 PED Rating: The PED has rated this indicator “Meets Standard” because: (a) the school provided supporting evidence (e.g., sign-in sheet for at least one training and a number of flyers/reminders for faculty and parents about upcoming activities), (b) the Division acknowledges that sign-in sheets for large parent/community events are difficult to implement except for smaller events such as the training provided by Ms. Comalie-Kaplan on the "Calming/Quieting the Gifted Mind," and (c) the Division acknowledges that such documentation was not requested during the site visit. Implementation of Project-based Learning Observed: During classroom visits, project-based learning was evident throughout the school. Examples include: students working on math labs in small groups in grade 6; several science inquiry kits were noticed in a well-equipped science lab; civil rights project discussion (comparing documentary and historical fiction) in grade 8; 3-D Venn diagram project comparing and contrasting three stories in grade 2; students using laptops to do research on historical figures with requirements of a brochure, timeline, song/skit/video, trifold display, and presentation to class dressed as the character. PED team observed rubrics for projects (a rubric poster in science lab and a student handout for historical figures projects in grade 5). Implementation of Spanish Language Acquisition Observed: The PED Team observed grade 1 students sitting in a circle doing calendaring led by a fellow student in Spanish. Transition to lining up and basic instructions (face forward, mouths closed) were given in Spanish only. Teacher provided support strategies to help students understand (such as hand signals to improve the understanding). Teachers indicated that they use Spanish during transitions, for simple instructions and basic conversation.

Comments by SEA

In Progress

SEA Status

LEA Status

III-A.00: Educational PlanIII. ORGANIZATIONAL PERFORMANCE FRAMEWORK


Meets Standard




of 131 9/7/2018 5:56:07 PM

However, this was not observed (other than the classroom listed above). Several sixth grade students indicated that they have one hour per week of Spanish class (on Thursday afternoons). Implementation of PE/Music/Art Offerings Observed: Schedules were provided for all three courses and classes were observed. Implementation of Three Partners Observed: The PED Team reviewed three letters of partnership from NMSU College of Education - Counseling and Educational Philosophy, NMSU College of Education - Kinesiology and Dance, and Asombro Institute. Evidence for Monthly Professional Development for Teachers NOT Observed: Training in project-based learning has been conducted per the Head Administrator (during interview portion of site visit). However, training in Spanish Language Acquisition had not nor has technology been a focus as outlined in the material terms “Professional development with a technology focus illustrating how technology enhances Project Based Learning and Spanish Language Acquisition” (Section [a][v] entitled, Material Terms of the Charter, page 36 of the Charter Contract). Evidence for Three Family Nights NOT Observed: The Governing Board President (during interview) described a recent special event and how the parent involvement drastically improved the event and increased the participation. Requested Follow-Up: School provides evidence of: (a) Professional Development on technology use to enhance Project-Based Learning and Spanish Language Acquisition (e.g., sign-in sheets, agendas, handouts, etc.) and (b) three family nights held (e.g., sign-in sheets and handouts if any). PD for Spanish acquisition and PD with technology as it relates to project-based learning – The school uses many opportunities for professional development. While we don’t always have components every month for both project based learning and Spanish acquisition, we do have many trainings for both. Uploaded are signature sheets and the agenda for the opening of the year trainings. Within these two days, we have project-based learning where the web.seesaw.me site was introduced as a great technology tool for project based learning. Many teachers use seesaw to document the process of projects and the end result. The site is then accessible so that parents can see the work. 3 Family Nights – The school did not provide evidence, nor was it asked, at the time of the site visit, but has had no shortage of family nights. Our website has great notice of many events: http://www.jpaultayloracademy.org/mr_ahners_weekly_updates_201617 For the larger events, we do not ask parents to sign in. Below are four of a handful of events that we’ve had so far this year. 1) Fall Family Game Night – August 11th 2) Winter Concert – December 12th 3) Talent Show – February 23rd 4) Calming/Quieting the Gifted Mind (also part of gifted program) – February 27th Is the school implementing its mission and material terms (teacher-, student- and parent- focused) as defined in the Charter Contract?

See "Comments by SEA" above for indicator III-A.00.

Comments by LEA


Requested Documents

Legal References

Other Documents

3.5.18 PED Rating: The PED has rated this indicator “Meets Standard” because the school: (a) did submit an amendment request to adjust instructional hours (school met statutory minimum requirement but not

Comments by SEA

Meets Requirements

SEA Status

LEA Status

III-A.01: Education PlanIII. ORGANIZATIONAL PERFORMANCE FRAMEWORK


Meets Standard




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budgetary/contractual requirements) to remedy shortage and (b) effort to place state-mandated assessments in student cumulative files moving forward was made. The Division acknowledges that placement of state-mandated assessments in cumulative files is not required statutorily or in regulation but the Assessment & Accountability Bureau encourages its practice since parent access to student records are most easily obtained through such process. Only the Home Language Survey and/or accompanying screener results require placement in student cumulative files per regulation. Moving forward the Division encourages the school to align its daily schedule/school calendar with instructional hours indicated in its contract and what it submits to the School Budget and Finance Analysis Bureau in the spring in preparation for the following year. 1.17.18 Site Visit: The PED team observed the following during its site visit: State-Mandated Assessments in File. The PED team reviewed 10 student cumulative files in which a number of the files did not have student’s most current state-mandated assessments (i.e., iSTATION and/or PARCC results) as per Assessment and Accountability Bureau instruction (‘Assessment News’ dated November 28, 2017). Common-Core State Standards (CCSS): CCSS posted in many classrooms such as ELA Standards in 8th grade Language Arts classroom and target objectives in math, reading and writing in most lower grade classrooms. Instructional Days and Hours Minimum number of hours by statute for K-5 is 990; for grades 6-12 is 1080. The actual instructional hours are 1209.5 surpassing statute (see NM Stat § 22-2-8.1). The contractual and budget calendar both list 1248.75 hours. Note that the Head Administrator indicated that he is drafting an Amendment Request to adjust the contractual hours and will work to align the calendars. Since he is planning to reduce the contractual hours, he was advised by the PED team during the site visit that there is a maximum of 33 hours of parent/teacher conferences that are allowed to count towards instructional hours for grades K-6, but only 12 hours for grades 6-8. (The school is presently implementing 27 hours of parent/teacher conference across grades resulting in a shortage 15 instructional hours (for 7-8 grade students) (see NM Stat § 22-2-8.1[B] for more information on parent/teacher conference time counting towards instructional time). Requested Follow-Up: State-Mandated Assessment in Student Files: School provides assurance (e.g., a statement or letter) that it will comply with Assessment and Accountability Bureau requirement to place state-mandated assessments in student cumulative files moving forward (i.e., from 2017-2018 school year onward). Instructional Hours Make-Up for 7th-8th Grade Students: The school provide/upload evidence that it has: (a) made up 15 hours of instructional time for 7-8 grade students by end of the 2017-2018 school year (e.g., revised calendar, daily schedule, and/or notice to parents of affected students). 1) Instructional Hours: Our K-5 program is in excess of 219 hours of instruction beyond state minimum (990) and our middle school program is in excess of 129 hours beyond state minimum (1080) (NM Stat § 22-2-8.1). It was not clearly understood that the stated instructional hours in the Charter Contract was a mandate. No traditional public school is expected to report changes beyond what’s reported and checked in the budgeting process; “districts” have the autonomy on hours as long as it aligns to state statute 22-2-8.1. As such, this finding was a surprise. If properly warned, our school would have most likely stated a range or a minimum. Our amendment sought to seek the same leniency as traditional public schools. An amendment was submitted to the public education department on October 2nd, 2017. It was the recommendation of the Charter School Division (CSD) to not approve this amendment as their interpretation was that the total instructional hours would not meet the state minimum of 1080 hours for our 6th, 7th and 8th grade program (NM Stat § 22-2-8.1). That was not our analysis of the submitted amendment, but we opted to remove the amendment from the PEC’s agenda so that we could redraft an amendment that would be supported by the CSD. An updated amendment was submitted to the CSD on 1/29/2018 for presentation to the PEC on March 16th. 2) It is understood by our school that the Assessment and Accountability Bureau expects schools to place state-mandated assessments in student cumulative files moving forward. This was a memo to schools via email and it appears to be a recommended good practice, not a requirement. As such, I believe this finding to be inappropriate and beyond the reach of the annual site visit. Further, if such a high stake is to be placed on this item, more warning should be clearly sated to the stakeholders such as a letter or mandatory acknowledgement. This is not a statutory expectation. Regardless, the school will work toward placing any new state-mandated tests in the students’ accumulative folder and will work to print the past year’s state-mandated test from last year for file. See attached statement. Is the school complying with applicable education requirements, including, but not limited to, content standards, including Common Core, instructional days/hours requirements, graduation/promotion/retention requirements, Next Step Plans, Parent Surveys, and State Assessments? Is the school implementing NM Dash Plan? Is the

Comments by LEA





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school following the requirements of any programs funded by the state or federal government?

See "Comments by SEA" above for indicator III-A.01.Requested Documents

Legal References

Other Documents

3.5.18 PED Rating: The PED has rated this indicator “Working to Meet Standard” because the school provided evidence (e.g., McKinney-Vento dispute resolution policy) that appear to move it towards compliance. 1.17.18 Site Visit: The PED team observed the following during its site visit: Lottery The lottery process was clear and follows regulation. However, the lottery application did include the family’s home address which the school stated have sometimes been use to communicate with potential families (as opposed to e-mail or phone). The PED team cautioned that the school may want to consider removing that section as long as it can obtain contact information (e.g., phone or e-mail) as it could be interpreted to be a form of screening. RTI/SAT Process The SAT Process is documented. The PED Team reviewed the template forms for its Student Assistance Team (SAT) packet, as well as two folders for students currently in SAT. According to the SAT Chair, the SAT team meets “nearly” every week on Monday afternoons and includes the head administrator, SAT Chair, classroom teacher, special teachers (if needed), specialists (such as Title I instructor), parent, and student (where age appropriate). McKinney Vento The McKinney Vento Liaison identified (head administrator) recently completed the mandatory training (20-hours online) as evidenced by a copy of his 2017-2018 NMPED McKinney-Vento Liaison Certificate for 20-hour course taken December 2017. Posters were available showing rights of homeless students and contact information for liaison. Homeless identification process includes referrals from teachers, the front office staff and/or parents as stated by the head administrator during the entrance interview. The administrator stated that the Governing Board had not yet adopted a McKinney Vento Dispute Resolution policy, but that it could adopt the State Education Agency’s (SEA’s) policy once it has been created (according to recent training attended by the administrator/liaison). The school was advised by the team that a school policy, nevertheless, is required by state rule 6.10.3.9 NMAC. Requested Follow-Up: School provides governing council approved McKinney-Vento dispute resolution policy as required by 6.10.3.9 NMAC(D)(2) as well as Student Success and Wellness Bureau Guidance Manual entitled, “New Mexico Educational Stability Guidelines for Students Experiencing Homelessness” (January 2018) since lack of policy at the state level or “local district” (i.e., Las Cruces Public Schools) does not relieve LEAs/State Charters from regulatory requirement. RESOURCES: 6.10.3.9 NMAC(D)(2) states: “…each district shall have a written policy for concerned parties to resolve disputes.” Guidance Manual states: “Each LEA/State Charter School shall have a written policy for concerned parties to resolve disputes…” (Section entitled, ‘Level 1: School of Choice Information Resolution,’ page 8). The state has clearly stated that the “district” shall pass a McKinney Vento Dispute Resolution policy or accept the state’s Dispute Resolution policy. The state released their version of the Dispute Resolution process document the day after the site visit. We have since accepted this policy (attached) with minor changes. After the policy is officially adopted by the Governance Council, the school will provide evidence if necessary. Is the school protecting the rights of all students, including, but not limited to, compliance with applicable laws and regulations relating to the McKinney Vento Act, RtI/SAT processes, admissions, lottery, waiting lists, fair and

Comments by SEA

Comments by LEA


Meets Requirements

SEA Status

LEA Status

III-A.02: Education PlanIII. ORGANIZATIONAL PERFORMANCE FRAMEWORK


Working to Meet Standard




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open recruitment/enrollment, discipline policies, adherence to due process protections, privacy, civil rights and student liberties?

See "Comments by SEA" above for indicator III-A.02.Requested Documents

Legal References

Other Documents

1.17.18 Site Visit: The PED team reviewed Individualized Education Plan (IEP) files. The team, for example, observed IEPs that appear to be individualized (i.e., some students were provided special education services within the special education classroom/therapy setting, while others were provided services within the general education classroom setting and/or in a combination of settings). The team also observe contact/service logs as per Federal Programs Division (NMPED) memorandum dated September 13, 2016 which cited NMSA § 22-8-13 requiring LEAs to keep accurate records of direct and related services for the purpose of justifying their membership reporting. Specifically, section A states, “each school shall keep accurate records concerning membership.” Requested Follow-Up: None.

Is the school protecting the rights of students with special needs, including but not limited to, compliance with IDEA, ADA, Section 504 of the Rehabilitation Act of 1973 as well as laws relevant to gifted children?

See "Comments by SEA" above for indicator III-A.03

Comments by SEA

Comments by LEA


Requested Documents

Legal References

In Progress

SEA Status

LEA Status



Meets Standard

Other Documents

4.11.18 PED Note: As a school that receives BMEP funding, the Language and Culture Bureau emailed an invitation to the school to attend a training session titled "Identifying, Serving, and Exiting English Learners - for Principals and School Leaders" during the month of May 2018 in either Artesia, Las Cruces, Gallup, or Albuquerque. The email was sent to the Head Administrator on 3.21.18. 3.5.18 PED Rating: The PED has rated this indicator “Working to Meet Standard” because the school provided supporting evidence (e.g., Spanish Language Arts schedule and narrative describing ESL/ELD support it provides to its English Learners) that appear to move it towards compliance. The Division acknowledges short 10-15 minute observations in each classroom during a 1-day site visit alone is not sufficient to determine quality of the

Comments by SEA

Meets Requirements

SEA Status

LEA Status







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funded Bilingual Multicultural Education Program (BMEP). Moving forward, the Division encourages the school to align its daily schedule, specifically its English Language Development or ESL instruction, with the BMEP requirement to provide daily 1-hour ELD pull-out for eligible students. 1.17.18 Site Visit. The PED team observed the following during its site visit: English Learner (EL) Identification: The PED team reviewed 9 student cumulative files and observed one (1) kindergarten file (M. Mossman) that indicated potential English Learner as indicated on her/his Home Language Survey but did not contain accompanying WIDA screener score and one (1) 8th grade file (Celeste Salgado) in which the Home Language Survey (HLS) from previous school (i.e., Hermosa Heights Elementary) indicated a language other than English, but W-APT or ACCESS scores were not included in the file for the purpose of eligibility determination as required in regulation 6.29.5.11 NMAC. Bilingual Funded Program: The PED team observed in classrooms (including 5th grade in which an identified English Learner as per STARS was enrolled) and interviewed staff to determine implementation of 2-hour bilingual funded program. Administrator stated English Language Development or “ESL” was “integrated” into daily instruction. As stated in section III-A.00 some students indicated they had one (1) hour of Spanish in class typically on Thursday afternoons. One (1) hour daily instruction in: (a) Spanish Language Arts (SLA) and one (1) hour daily instruction in a pull-out or block of English Language Development (ELD) was NOT observed. Requested Follow-Up. English Learner Identification: School provides evidence of action steps taken to correct its student files showing that it has properly followed state procedures for the identification of English Learners (ELs) per 6.29.5.11-12 NMAC (e.g., 3 attempts to obtain W-APT or ACCESS scores from student’s previous school or results from consultation with Language and Culture staff who can assist in determining eligibility of students through the STARS system both of which must be documented in student file). Bilingual Funded Program: School provides evidence that it is implementing its PED approved Bilingual funded program to include 1-hour per day of ELD pull-out/block and 1-hour per day of SLA (consistent with the approved BMEP application and STARS coding such as 1062 or 1064). Evidence may include but are not limited to master schedule showing daily ELD and SLA and lesson plans of TESOL/bilingual endorsed teacher(s) providing ELD (English Learner only) and SLA (English Learner and the 158 students who are non-ELs identified in the BMEP Funding Application Approval sheet. Resources: English Learner Identification Guidance Manual: http://webnew.ped.state.nm.us/wp-content/uploads/2017/12/NMLUS_Guidance_Handbook_Revised_08.2017.pdf Bilingual Multicultural Education (BMEP) Funded Technical Assistance Manual: http://webnew.ped.state.nm.us/wp-content/uploads/2017/12/BMEP_TAM_2016_05.11.17.pdf Bilingual Multicultural Education (BMEP) Instruction Guidance: http://webnew.ped.state.nm.us/wp-content/uploads/2017/12/BMEP_Models_Instructional_Hours.pdf 2 LUS Surveys – The school was, in fact, missing information on two students. The referenced Kinder student has never spoken a second language other than English and the LUS has been corrected. The second student, currently in 8th grade, has attended four schools, including a bilingual school, prior to joining us at J. Paul Taylor Academy. After multiple documented request, searching the state database, consulting with the previous school principal and the bilingual department of Las Cruces Public Schools, no W-APT has been administered. We have since administered a language test and are awaiting the results. Proper BEP and EL Instruction being provided - The school feels we are providing an average of an hour a day of Spanish language arts instruction. We are concerned that the brief visit to the classrooms and interviews with students is too little evidence to conclude lack of instruction. Regardless, we are working to solidify specific schedules and logs for better tracking evidence of this instruction. Similarly, our EL student (now 2 students) is received targeted instruction within the classroom (see attached). There, too, we are working to solidifying logs and schedules to document our process. Further, we are considering changing the 2nd hour of EL instruction to a pull-out environment. Is the school protecting the rights of English Language Learners, including, but not limited to, compliance with applicable laws, rules, and regulations of Title I, Title III, and ESSA? Is the school properly identifying, servicing, and monitoring English Learners?


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1.17.18 Site Visit: The PED team observed an attendance policy along with templates as well as actual 5- and 10- day unexcused absence letters that indicate the school’s requests to meet with parents/guardians that appear to be compliant with 6.10.8 NMAC. The head administrator stated that no students have reached the point of being designated habitually truant (i.e., 10 unexcused absences) and therefore no reports to Children, Youth, and Families Department (CYFD) or Children’s Court have been made. Requested Follow-Up: None.

Is the school complying with applicable laws, rules, and regulations relating to compulsory attendance?


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3.5.18 PED Rating: The PED has rated this indicator “Meets Standard” because the school's recurrent enrollment is 87.15%. 1.17.18 Site Visit: This will be determined by the PED once the End-of-Year (EOY) STARS data has been submitted. Requested Follow-Up: None.

Did the school meet their recurrent enrollment goal for the current school year? The percentage of students that withdrew during the previous school year will also be noted here. Data is pulled from the STARS Report: District and Location Reports -- Options for Parents -- Charter School Enrollment Report

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8-10-18 FY2017 Audit and CAP, Revised The school has submitted the required documentation regarding the implementation of measures to address the finding in its 2017 Audit Report. The submitted material more than adequately satisfies the request. Since the one finding in the audit was not a repeat from prior year(s), the rating on this indicator is revised to be "Working to Meet Standard." 07.24.18 FY2017 Audit and CAP The PED’s Charter School Division has evaluated J. Paul Taylor Academy’s response to requests for documentation regarding the 2017 Audit Report with deadlines of April 16, 2018 (CAP) and June 30, 2018 (supporting documentation). Audit finding subject to this request: * 2017-001 Journal Entry Approval (Material Weakness) It has been determined that: (1) the school has completed and submitted the required Corrective Action Plan (CAP) for any findings of material weakness, significant deficiency, and/or non-compliance contained in the 2017 Audit Report, however (2) the school has not submitted the requested documentation adequately verifying that the corrective action(s) for audit findings have been successfully implemented and are continuing to be monitored for compliance. Because of this lack of required collaborating documentation, and the one non-compliance finding in the 2017 audit, the school has been rated as “Falls Far Below Standard” for this indicator. Note: Neither the "Management's Response" from the Audit Report, nor the "Steps to Resolve Finding" from the CAP adequately fulfill the requirement for documentation of corrective action and follow-up monitoring of its findings. Acceptable documentation of implementation may include, but is not limited to, minutes from the board meeting at which the audit findings were presented for discussion, copies of revised policies and procedures addressing the identified operational weaknesses, examples of internal school documents that illustrate use of prescribed procedures, descriptions of specific actions taken by school leaders to the rectify the situation, etc. **The school is still required to submit its collaborating documentation for corrective action taken on audit findings by uploading it into Web-EPSS, Section IV-A.00, no later than August 15, 2018.** The school should be aware that questions regarding the submitted CAP and the documentation of its implementation will be addressed in the school’s Annual Monitoring Visit. Questions, comments, and concerns regarding your school's audit response and/or its rating on this indicator should be directed to Dirk Mathis, Charter School Data and Financial Analysis Administrator, at 505-827-6565 or via e-mail to: [email protected]. djm 1.17.18 Site Visit: Once the FY17 audit report for the school has been released by the NM Office of the State Auditor the school provides evidence it has taken action identified in its management response to remedy finding(s) (if any). Requested Follow-Up: School uploads into web-EPSS evidence of actions it has taken to remedy finding(s) (if any) identified in the FY17 audit report (e.g., audit committee meeting minutes initially reviewing/discussing finding[s] and minutes from subsequent meetings showing that the committee is monitoring the school’s efforts to remedy identified finding[s]). 1.8.18 PED Rating: The PED has rated this indicator "Working to Meet Standard" because the school, although it had initially missed the first bilingual annual progress reporting due date on September 30, 2017 it met

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the 2nd due date of December 20, 2017 for submission of the report. Requested Follow-Up: School uploads into web-EPSS evidence of actions it has taken to remedy finding(s) (if any) identified in the FY17 audit report once it has been released (e.g., audit committee meeting minutes initially reviewing/discussing finding[s] and minutes from subsequent meetings showing that the committee is monitoring the school’s efforts to remedy identified finding[s]). Such evidence should be uploaded into web-EPSS no later than March 30, 2018. 12.18.17 PED Note: The school failed to meet the September 30, 2017 deadline set by the Bilingual Multicultural Education Bureau (BME) to submit its bilingual annual progress report. During the 2016-2017 school year, J. Paul Taylor received $28,693.13 through the bilingual cost differential in the funding formula. The BME has instructed the school to submit the annual progress report by December 20, 2017 5:00pm. If the school fails to meet this deadline the rating for IV-A.00 Business Management and Oversight will be "Falls Far Bellow Standard." Requested Follow-Up: School submits to BME and provides evidence (i.e., PDF of report and email correspondence confirming submittal of report on or before December 20, 2017 5:00pm) through web-EPSS under item IV-A.00 Business Management and Oversight.

Is the school meeting financial reporting and compliance requirements, including, but not limited to, internal control findings from audit (if any), designated CPO, procurement code, and financial reporting to any/all PED Bureaus? This area also includes official transcripts and employment verifications for staff as those items determine T&E.

See "Comments by SEA" above for indicator IV-A.00.

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8-10-18 FY2017 Audit and CAP, Revised The school has submitted the required documentation regarding the implementation of measures to address the finding in the 2017 Audit Report. The submitted material more than adequately satisfies the request. The school had one finding of material weakness (2017-001: Journal entry approval.) According to criteria used to score this indicator, a school with one or more findings of material weakness or significant deficiency, without any repeat findings, will receive a rating of "Working to Meet Standard." 7.16.17 Audit and CAP The PED’s Charter School Division has evaluated J. Paul Taylor Academy’s 2017 Audit Report. The school has received one current year finding of material weakness. Since the school has not as yet submitted its CAP documentation, it is not possible to verify that it has implemented the actions steps detailed in the CAP to remediate the finding. Therefore, the school has been rated as "Falls Far Below Standard" at this time. **For more information concerning the required implementation documentation, see indicator IV-A.00.** Questions, comments, and concerns regarding your school's audit response and/or its rating on this indicator should be directed to Dirk Mathis, Charter School Data and Financial Analysis Administrator, at 505-827-6565 or via e-mail to: [email protected]. djm 1.17.18 Site Visit: Once the FY17 audit report for the school has been released by the NM Office of the State

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Auditor the PED will input finding(s) (if any) in this section and provide the appropriate rating for the indicator. Requested Follow-Up: None.

Is the school following generally accepted accounting principles? Were there any material weaknesses or significant deficiencies identified in the audit?

See "Comments by SEA" above for indicator IV-A.01.

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PED Note: Per NMAC 6.80.5.8 (new) and 6.80.5.9 (continuing), all Governing Board members must meet annual training requirements, no later than June 30th Per PEC policy, all governing board membership changes must be reported timely. Please see https://webnew.ped.state.nm.us/bureaus/public-education-commission/policies-and-processes/amendment-request/ for policies and forms. Please note that these items are included in the Performance Framework (indicator V-A.00) and beginning July 1, 2018, compliance with Governing Board training and reporting requirements will be reviewed and rated. 3.19.18 PED Note: Please see Section II-A.05. Requested Follow-Up: The Governing Body provides evidence that that financial audit findings were discussed by the Governing Body and/or the Audit/Finance Committee, no later than 6/30/18. 1.17.18 PED Comments: The PED team travelled to the school on 1.17.18 to observe a governing council meeting. No meeting was held. At present, the PED has not received information that the governing council is not complying with requirements of V-A.00: Governance & Reporting and has consequently rated this indicator "Meets Standard." Requested Follow-Up: None.

Is the school's Governing Body complying with governance requirements ? Did the Governing Body members respond to any concerns that were noted during the CSD's observation of the Governing Body meeting? Also, in the event of any audit findings, did the Governing Body respond with evidence of addressing the concerns?Response by Governing Body to audit findings, if anyResponse by Governing Body to GB Observation Form/Report

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1.17.18 Site Visit: The PED team observed the head administrator’s 2017-2018 mid-year evaluation by the school’s governing council. Requested Follow-Up: None.

Is the Governing Body holding management accountable, such as completing a detailed, annual evaluation for the Head Administrator?

See "Comments by SEA" above for indicator V-A.01.

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V-A.01: Governance and ReportingIII. ORGANIZATIONAL PERFORMANCE FRAMEWORK


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1.17.18 Site Visit: The PED team observed 12 employee files and all had current licenses. There were no classes being taught by an unlicensed or unendorsed instructor based on the 40D report as confirmed by the administrator although one possibly (i.e., music teacher position) may need to be filled with a long-term substitute at some point. The team advised the school to following required protocol (i.e., written notification to parents of affected students and completion/approval of long-term substitute waiver form) to maintain compliance (see 6.29.1.9[B][9][b] through [d] NMAC). Requested Follow-Up: None.

Is the school meeting teacher and other staff credentialing requirements, including licensure, waivers, and mentorship program?

See "Comments by SEA" above for indicator VI-A.00.

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1.17.18 Site Visit: PDP and Education Effectiveness Reports. The PED team reviewed 9 employee files and did not observe Professional Development Plans (PDPs) and Educator Effectiveness Reports in three (3) files. The administrator was able to provide evidence of PDPs for those that did not have them in the file by showing team member each instructor’s PDP in Frontline/Oaysis online program. The school was advised that PDPs and Education Effectiveness Teacher’s Reports should be included in each teacher’s employee file or should be easily accessible to PED team members during site visits. Note that a team member visited the school and did observe PDPs that the administrator provided. Mentorship Program. The PED team observe a formal mentorship program (e.g., mentorship handbook that even included a completed ‘Needs Assessment’ section by novice teachers) as required by 6.60.10.8 NMAC. The team also observed two (2) teacher contracts (i.e., M. Retje and J. Alvarez) that included $500 compensation for mentorship duties. Requested Follow-Up: None.

Is the school respecting employee rights, including, but not limited to, compliance with the school personnel act, Charter School Act, FMLA, ADA, the right to organize collectively, the right to Professional Development and Evaluations?


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1.17.18 Site Visit: The PED reviewed 12 personnel files and observed one (1) (i.e., Stephanie Sweet) that did not contain a background check. However, the head administrator was able to provide evidence during a follow-up visit to the school the following week. In the future school will need to maintain background checks in employee files during the site visit. Requested Follow-Up: None. Resource: 3M Requirement by Licensure Bureau: http://webnew.ped.state.nm.us/officesandprograms/licensure/background-submission/ and http://www.ped.state.nm.us/ped/LicensureDocs/Cogent%20Process.pdf which states, “All applicant[s] will need to register at 3M Cogent Information go to: www.cogentid.3m.com” and “AS OF NOVEMBER 5, 2013 ALL NEW MEXICO BACKGROUND CHECKS ARE BEING COMPLETED BY 3M COGENT.”

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Is the school completing required background checks of all individuals associated with the school?



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1.17.18 Site Visit: The PED team observed documentation of emergency drills during the first 4-weeks of school and through December 2017. One more shelter-in-place and continued monthly fire drills must be completed by the end of the 2017-2018 school year. Documentation was observed for all required emergency drills during the 2016-2017 school year as per NM Stat § 22-13-14. Requested Follow-Up: None.

Is the school complying with facilities requirements, including E-occupancy, facility condition rating, facility master plan, facility maintenance plan, fire inspections and emergency drills, facility variances, and student transportation programs?

See "Comments by SEA" above for indicator VII-A.00.

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VII-A.00: School EnvironmentIII. ORGANIZATIONAL PERFORMANCE FRAMEWORK


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1.17.18 Site Visit: The PED team observed the following during its site visit: Child Abuse & Neglect Training. Nine (9) employee files were reviewed and the team did not observe evidence of Child Abuse and Neglect Detection Training in 1 file (Jaime Clifton Sells) as required by NMSA § 22-10A-32. However, at a follow-up visit to the school the administrator was able to locate the training certificate which was completed 1.16.18. Immunization Status Log. Current student immunization status records or log were readily available as required by NMSA § 24-5-4, NMSA; 6.12.2.8(f) and Department of Health memorandum sent to school leaders entitled, “Immunization Requirements Guidance” dated February 20, 2015. Visitor Badges & Safe Schools Plan: During the site visit, team members were not required to sign-in or wear badges which are typical procedures in Safe Schools Plans (SSPs). The team acknowledges that this procedure may not be included in the school’s 3.24.16 approved SSP (due for revision/renewal in 2019), but the school did not have a complete copy of its SSP (as only one section was available on site which stated that a nurse will be onsite Mondays, Wednesdays, and

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Fridays but one was not hired or contracted for the year. The team advised the head administrator to contact the Coordinated School Health & Wellness Bureau’s Safe Schools Coordinator to obtain a complete copy of the plan to ensure protocols and procedures are being followed (Ms. Lisa Hecker: [email protected]). Note that during a second visit to the school the following week by a PED team member, the administrator presented evidence of the complete Safe Schools Plan (SSP). Safety Committee & Safe Schools Plan The school administrator indicated that the Safety Committee is the Facilities Committee. The Safety Committee is typically referenced in Safe Schools Plans (SSPs) which once again the team acknowledges may not be in the school’s 3.24.16 approved SSP that was not available in its complete form. Requested Follow-Up: None.

Is the school complying with health and safety requirements, including, but not limited to, Safe Schools Plan, immunization requirements and master log, staff training on reporting child abuse and neglect, health rules and services, food service requirements, PE and Health curriculum, etc.?


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1.17.18 Site Visit: The PED team observed student files kept in lockable cabinets. Requested Follow-Up: None.

Is the school handling information appropriately, including, but not limited to, requirements related to STARS data system, FERPA, HIPPA, IPRA, timely transfer of student records, security of testing materials, and safe storage of documents?


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7.12.18 NMPED Rating: PED has rated this "Meets Standard" because the school provided evidence Comments by SEA

Meets Requirements

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(such as PEC letter approving amendment request to use the IPT for a specific goal measuring language acquisition) that confirms assignment of such rating. 1.17.18 Site Visit: The PED team notes that the School-Specific Terms states: “6.a. Is the school working to establish a Spanish Language Acquisition Academic Indicator? The school leadership will administer the IPT by the end of school year 2015-2016 (K-4) and 2016-2017 (K-5) to establish a baseline for student scores. The school will continue to add a grade level to the testing each year until all grades have been added into the Spanish language acquisition program and all students are tested. (Note that the PED rated this goal at the end of the 2016-2017 school year and will NOT rate again since the goal had already been met. ‘Meets Standard’ = ‘The school has administered the IPT to 95% of all students for 2015-2016 [K-4] and 2016-2017 [K-5] which it had). School leadership will provide a proposed academic indicator to the PEC to add to its 2017-2018 Performance Framework which will be based on proficiency and growth. The indicator will be proposed to the PEC by May 1, 2017 for discussion and adoption with the PEC by July 1, 2017 (Note that the PED had rated this goal at the end of the 2016-2017 school year as ‘Falls Far Below.’ Additional Notes: During the 1.17.18 site visit, the school stated that they had given the IDEA Proficiency Test (IPT) as required in their Performance Framework but that the Language and Culture Bureau of the NMPED advised against use of the assessment since the IPT was designed to measure language proficiency level of students who are native speakers of languages other than English for the purpose of placement in English Learner (EL) programs. J Paul Taylor Charter, at present, currently has two (2) English Learners out of the approximately 150 students in K-5th grades. During the site visit, the school stated they will continue to work with the Language and Culture Bureau to determine next steps. The PED team advised the school to submit the “proposed academic indicator to the PEC” (second part of the school-specific terms) no later than May 30, 2018 (an extended date from the original criteria) in order to “Meets Standard” given the time it was taking to consult with the Language and Culture Bureau to determine an appropriate measurement tool. Requested Follow-Up: School provides evidence that it has submitted a proposed academic indicator that includes “proficiency and growth” measurement to the PEC no later than May 30, 2018. Note that the criteria for “Meets Standard” for this goal requires submission of an academic indicator. An amendment was submitted to the Charter School Division on October 2nd, 2017. It was the recommendation of the Charter School Division (CSD) to not approve this amendment as their interpretation was that the IPT test does not align with good practices within the bilingual department of the PED. As such, I withdrew the amendment on the day I received this recommendation and three days prior to it going before the Public Education Commission. I’ve expressed my concern about not having this amendment in place and have twice in email requested technical assistance on how to proceed. I feel the school is faced with a double jeopardy: The school was advised to use the IPT test by the Public Education Commission at the time of the charter renewal and told to present an amendment after benchmark data was established. Upon presenting a amendment, the bilingual department does not support the IPT test, hence the recommendation for non-approval from CSD. For no lack of trying, our school is faced with submitting an amendment that the CSD does not support or changing the test and not having benchmark data to present as a request of the PEC. We’ve not received technical assistance on this and must choose to either go against the desire of the PED or the PEC, who are not aligned. See email attached, requesting assistance form the PED. I sent a second email requesting technical assistance on February 6th, 2018 to Director Katie Polus, Deputy Director Icela Pelayo, Options for Parents Bureau, and the Director of the Language and Culture Bureau, Mayra Valtierrez. As of March 1, 2018, I’ve received no response. Based on the expectation on the school to present an amendment to the PEC and lack of technical support by the PED, the school will proceed with an amendment shortly, knowing that the circumstances are less than favorable in building a partnership with the PED in arriving at a mutually (school and CSD) supported amendment to the Public Education Commission. This is the location for data on school specific terms, if any, specified in the Charter Contract and/or Performance Framework.

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JPTA POLICY COMMITTEE 1

J. PAUL TAYLOR ACADEMYPolicy Committee Meeting Minutes

8/29/18 3:30 pm

In attendance: Mattie Kannard, Christy Takacs, Stephanie Haan-Amato, and Sherry Booth (by phone)

Updates from last meeting Stephanie reported that the draft PAC Policy was presented at the August 15 GC

meeting and posted on the website for review. One small edit was suggested at the GC meeting and made to the policy.

Stephanie reported the she received the school attorney’s review of the GC By-Laws, made the needed changes, and sent the new version to the GC for review on August 22. The GC will discuss any further needed edits at the upcoming September 12 meeting, and if major revisions are not needed, a vote for approval of the new By-Laws should be able to be conducted at the October GC meeting.

Stephanie reported that she received the rest of the Word documents of the school’s policies from Ric Hernandez and added to them to Boardmax. She also updated a few of the policies on website to the most recent version.

New Policy Needs and Policy Review CalendarSince the last meeting, the need for a new policy and updates on the status of existing policies came to the attention of committee members. The policy needs include:

Student Meal Payment and Rights – Christy discovered that there was a need to create a new policy because of Senate Bill 374, which was passed to ensure that all students will receive meals when requested, assistance will be given to apply for free and reduced-fee meals, and families will not pay collection agency fees because of unpaid meal bills. Christy and Stephanie drafted a new policy. The committee reviewed the draft policy and determined that no edits were needed. It will be presented to the GC at the September 12 meeting.

Student Restraint – Stephanie reported that she researched the need for a new Student Restraint policy as discussed in the last meeting. The school attorney, Patty Matthews, said that this policy actually could not be a standalone policy; it must be included in the School Safety Plan as mandated by the PEC amendment to 6.11.2 NMAC, which was passed over the summer and became effective on July 31. The committee agreed that this will need to be included in the School Safety Plan instead of being developed by the policy committee and that it should be removed from the committee’s policy review calendar. Stephanie searched for existing language that could be used in our School Safety Plan, but was unable to find anything, likely because this amendment is new. This will be addressed by the School Safety Plan team, which needs to be formed and will include school personnel, and the Facilities and Safety Committee.

Community Use of School Facilities – Stephanie received an update from Ric Hernandez about this policy. It was tabled last year simply because the associated form needed to be updated. The committee discussed adding this policy to the calendar for the year and making the needed edits to the form.

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Procurement – Stephanie also received an update from Ric Hernandez about this policy. It was tabled last year because the need to update it became less urgent, and the policy committee ran out of time to finish it. The committee discussed adding this policy to the calendar for the year and finishing up the needed edits.

Executive Director (ED) Family Member Hiring – Stephanie reported that, in the review of the new proposed GC By-Laws, the school attorney, Patty Matthews, recommended “that you have a standalone policy that describes the vetting process for a family member. Perhaps you want to wait until this issue arises, but I have run into this a number of times – unfortunately, only because the situation has resulted in complications.” The committee discussed this recommendation and concluded that, although it would be a good idea to develop a policy to address the ED’s hiring of a family member eventually, there are more pressing policy needs for this year and not enough time to add it to the calendar. The committee agreed to reconsider this policy at the end of this year, if possible, or next year.

Parent-of-a-JPTA-Student Hiring – Stephanie reported that, in the review of the new proposed GC By-Laws, the school attorney, Patty Matthews, also said that, although it does not make sense to include anything about the ED hiring the parent of a student in our By-Laws, it “may not be a bad idea for there to be an administrative procedure or policy that addresses a parent-also-teacher’s conduct as to his/her child, e.g. interfering with another teacher’s classroom.” The committee discussed this recommendation and decided that this staffing issue would be better addressed by a procedure, either formal or informal, that the administrative team developed to handle such situations, not by the policy committee.

Stephanie reported that she tried to research the Individualized Allergy Healthcare Plan and the FERPA Annual Notice, which are two “policies” that are included on the JPTA Policy webpage. These two “policies” do not seem to be true policies but appear to be administrative documents that could be included in the JPTA Family Handbook instead. Stephanie asked Ric Hernandez, who wasn’t sure why they were included on the Policy webpage because they pre-dated his time as GC Chair and Policy Committee Chair. Stephanie also emailed Laurel Pierce at NMPED Charter Schools Division to ask if a list of needed charter school policies existed. Laurel said that one does not currently exist, but she will work on developing one. The committee decided to leave these two “policies” on our webpage until we receive the list of needed polices from Laurel. Once we receive the list, if we see that these policies are not required by PED or PEC, the committee may decide to remove them from our website and add them to the Family Handbook.

The committee discussed the policy review calendar and possible policies to add or remove. Mattie asked if it would be possible to revisit the newly approved School-Sponsored Activities Policy (July 2018). She said that it was now a cumbersome process to request a field trip and that, although teacher input was sought, it was difficult for teachers to thoroughly review the draft policy because the review period was over the

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summer. The committee agreed that it would be best to revise this policy so that teachers have a process that makes sense and is not as cumbersome.

The committee agreed to add the following policies to the review calendar: Student Meal Payment and Rights, School-Sponsored Activities, Community Use of School Facilities, and Procurement. The committee decided to remove these policies from the calendar: Student Restraint (to be developed by School Safety Planning Team instead), Individualized Allergy Healthcare Plan, and FERPA Annual Notice.

Status of September GC meeting policiesSherry revised the AOC Policy and sent it to the committee in advance of the meeting. The committee discussed the edits and made a few more revisions. The revised policy will be presented at the September 12 GC meeting.

Christy and Mattie reported that the staff and teachers needed more time to work on editing the proposed revision to the Discipline and Suspension Policy. The committee decided to reschedule the policy to be presented at the October GC meeting (instead of the September meeting).

Sherry revised the Resolving Disputes for Homeless Students Policy and sent it to the committee in advance of the meeting along with documentation from an email exchange with Dana Malone at NMPED. Sherry reported that the existing policy was largely verbatim from the state statute and did not need to be so extensive. The committee decided that the review of this policy should be more involved with a more detailed discussion of what needed to be included. However, the committee ran out of time to discuss it at this meeting. Committee members agreed to look more closely at Sherry’s proposed revision, the existing policy, and the background information that Sherry sent. The introduction of this policy revision will be moved to later in the year to allow for more time to review.

Next StepsWe agreed on the completion of the following next steps:

Update the Policy Review Calendar to reflect the changes discussed [Stephanie] [Note: completed and attached]

Send proposed revisions to policies scheduled for introduction at the October GC meeting by September 21; revisions of the next round of policies will be conducted by email:

o Discipline and Suspension [Christy and Mattie]o Community Use of School Facilities [Stephanie]o Procurement [Stephanie]

Review School-Sponsored Activities and determine when the edits can be completed [Mattie]

Review more carefully the proposed edits to Resolving Disputes for Homeless Students Policy [Stephanie, Christy, and Mattie]

A meeting will be scheduled for November to discuss Resolving Disputes for Homeless Students.

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JPTA POLICY COMMITTEE2018-19 POLICY REVIEW CALENDAR

POLICYCOMMITTEE

REVIEW MONTH

GC MEETING REVIEW MONTH

GC MEETING VOTE MONTH

COMMITTEE PERSON

Textbooks June July July Stephanie

Parent Advisory Committee June August September Stephanie

Academic Oversight Committee August September October Sherry

Student Meal Payment and Rights August September October Christy and

Stephanie

Discipline and Suspension September October November Christy and

Mattie

School-Sponsored Activities TBD TBD TBD Mattie

Community Use of School Facilities September October November Stephanie

Procurement September October November Stephanie

Complaints October November December

Food Allergy and Intolerance October November December

Resolving Disputes for Homeless

StudentsAug./Sept. December January Sherry

Wellness October December January

Strikethrough = Completed

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POLICY: PARENT ADVISORY COMMITTEEJ PAUL TAYLOR ACADEMY

www.jaultayloracademy.orgAdoption date: September 12, 2018

1. The Parent Advisory Committee (PAC) will assist the Executive Director with school-based decision-making and involve families in their children's education. The committee will work to enrich community aspects of the school, and thereby, the learning experience for students.

2. PAC membership is open to all interested stakeholders. PAC shall reflect an equitable balance between family members, school employees, and community members when possible. At least one community member shall represent the business community, if such person is available. The Executive Director or Assistant Director shall be an active member of the school committee.

3. The PAC shall facilitate ways to involve families in the school; encourage collaboration and communication within the school community; advise school administration regarding opinions, attitudes, or significant issues of the committee, families, or other citizens of the community; consider requests from school staff for special programs or projects; serve as the champion for students.

4. The committee will meet during the year and will post meetings on the J. Paul Taylor Academy website and/or social media. The committee will report to the Governance Council at minimum on a quarterly basis if a Governance Council Representative is unable to attend meetings.

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POLICY: STUDENT MEAL PAYMENT AND RIGHTS

J PAUL TAYLOR ACADEMYwww.jaultayloracademy.org

Adoption date: PROPOSED SEP 2018

I. PurposeJ. Paul Taylor Academy (JPTA) will ensure that meal services are available to all students. This policy establishes meal payment rights and expectations for students and families.

II. Right to Free and Reduced-Fee Lunch ApplicationJPTA will provide a free, printed meal application to all families as part of the enrollment packet at the beginning of each school year, or the electronic application process will be explained with instructions for how families may request a paper application.

III. Students Experiencing HomelessnessThe JPTA McKinney-Vento Liaison will ensure that students who are homeless receive free meals and are appropriately coded and entered into the student-teacher accountability reporting system.

IV. Right to Receive MealsRegardless of whether a student has funds to pay for a meal or owes fees for earlier meals, the school will provide a meal to any student requesting one.

V. Ensuring that Eligible Students are EnrolledIf a student owes fees for five (5) or more meals, JPTA will provide information and/or an application for free/reduced meals. Parents or guardians are ultimately responsible for any meal charges. Communications about school meal debt will only be to a parent or guardian.

If a student owes for five (5) or more meals, JPTA will: check the state list of students categorically eligible for free meals to determine if the student is eligible. make at least two (2) attempts, not including the application or instructions included in a school enrollment

packet, to reach the student's parent or guardian and have the parent or guardian fill out a meal application; and,

the Executive Director or Assistant Director will contact the parent or guardian to offer assistance with a meal application, determine if there are other issues within the household that have caused the child to have insufficient funds to purchase a school meal, and offer any other assistance that is appropriate.

VI. Responsibility for PaymentParents or guardians will ultimately be responsible for any allowed meal charges when students are unable to pay for the meal. Communications about school meal debt shall only be to a parent or guardian. The parent or guardian shall not pay fees or costs to collection agencies for school meal debt.

LEGAL REF.: 22-13C-1 to 7 NMAC (1978)42 U.S.C. 1771 et seq., The Child Nutrition ActTitle 7, Vol 4, Section 245.6d C.F.R

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http://public.nmcompcomm.us/nmnxtadmin/NMPublicLink.aspx?jd=22-13C-1

http://z2.ctspublish.com/nmsba/DocViewer.jsp?docid=322&z2collection=usc#JD_42%20U.S.C.%201771

SB 374

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AN ACT

RELATING TO EDUCATION; ENACTING THE HUNGER-FREE STUDENTS'

BILL OF RIGHTS ACT; PROVIDING FOR THE RIGHTS OF STUDENTS AND

RESPONSIBILITIES OF SCHOOLS PARTICIPATING IN FREE OR

REDUCED-FEE MEAL PROGRAMS.

BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF NEW MEXICO:

SECTION 1. SHORT TITLE.--This act may be cited as the

"Hunger-Free Students' Bill of Rights Act".

SECTION 2. DEFINITIONS.--As used in the Hunger-Free

Students' Bill of Rights Act:

A. "meal application" means an application for

free or reduced-fee meals pursuant to the national school

lunch program and school breakfast program; and

B. "school" means a public school district, a

public school, a private school or a religious school.

SECTION 3. MEAL APPLICATION AVAILABILITY AND CLARITY.--

A. A school shall provide:

(1) a free, printed meal application in

every school enrollment packet, or if the school chooses to

use an electronic meal application, provide in school

enrollment packets an explanation of the electronic meal

application process and instructions for how parents or

guardians may request a paper application at no cost; and

(2) meal applications and instructions in a

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language that parents and guardians understand. If a parent

or guardian cannot read or understand a meal application, the

school shall offer assistance in completing the application.

B. If a school becomes aware that a student who

has not submitted a meal application is eligible for free or

reduced-fee meals, the school shall complete and file an

application for the student under the authority granted by

Title 7, Section 245.6(d) of the Code of Federal Regulations.

C. Subsections A and B of this section do not

apply to a school that provides free meals to all students in

a year in which the school does not collect meal applications

from students.

D. The liaison required of a school pursuant to

the federal McKinney-Vento Homeless Assistance Act shall

coordinate with the nutrition department to make sure that a

homeless student receives free school meals and shall be

appropriately coded and entered in the student-teacher

accountability reporting system. The requirements of this

subsection do not apply to a private or religious school.

SECTION 4. REQUIREMENT TO PROVIDE MEALS AND ENSURE THAT

ELIGIBLE STUDENTS ARE ENROLLED.--

A. Regardless of whether or not a student has

money to pay for a meal or owes money for earlier meals, a

school:

(1) shall provide a United States department

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of agriculture reimbursable meal to a student who requests

one, unless the student's parent or guardian has specifically

provided written permission to the school to withhold a meal;

and

(2) shall not require that a student throw

away a meal after it has been served because of the student's

inability to pay for the meal or because money is owed for

earlier meals.

B. If a student owes money for five or more meals,

a school shall:

(1) check the state list of students

categorically eligible for free meals to determine if the

student is categorically eligible;

(2) make at least two attempts, not

including the application or instructions included in a

school enrollment packet, to reach the student's parent or

guardian and have the parent or guardian fill out a meal

application; and

(3) require a principal, assistant principal

or counselor to contact the parent or guardian to offer

assistance with a meal application, determine if there are

other issues within the household that have caused the child

to have insufficient funds to purchase a school meal and

offer any other assistance that is appropriate.

SECTION 5. ANTI-STIGMATIZATION AND ANTI-DISCRIMINATION

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PRACTICES.--

A. A school shall not:

(1) publicly identify or stigmatize a

student who cannot pay for a meal or who owes a meal debt by,

for example, requiring that a student wear a wristband or

hand stamp; or

(2) require a student who cannot pay for a

meal or who owes a meal debt to do chores or other work to

pay for meals; provided that chores or work required of all

students regardless of a meal debt is permitted.

B. A school shall direct communications about a

student's meal debt to a parent or guardian and not the

student. Nothing in this subsection prohibits a school from

sending a student home with a letter addressed to a parent or

guardian.

SECTION 6. DEBT COLLECTION PRACTICES--UNCOLLECTABLE

DEBT.--A school shall not require a parent or guardian to pay

fees or costs from collection agencies hired to collect a

meal debt.

SECTION 7. APPLICABILITY.--The Hunger-Free Students'

Bill of Rights Act applies to a public school district, a

public school, a private school or a religious school that

participates in the national school lunch program or school

breakfast program.

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POLICY:ACADEMIC OVERSIGHT COMMITTEEJ PAUL TAYLOR ACADEMY

www.jpaultayloracademy.orgAdoption date: December 4, 2015

PROPOSED REVISION: SEPTEMBER 2018

A. The J. Paul Taylor Academy shall create an advisory Academic Oversight Committee (AOC) to will assist the Head AdministratorExecutive Director (ED) with school-based decision-making and to involve parents families in their children's education.

B. The committee will ensure that school educational programs of the school are accomplishing the goals of the J. Paul Taylor Academy Ccharter and meeting state standards as required by law by assisting with education reporting and oversight.; assist the school in providing curricula opportunities consistent with the J Paul Taylor Academy Charter

The Academic Oversight CommitteeAOC shallmay:

(1) work with the Head AdministratorED and give advice, consistent with state, federal, and governing councilGovernance Council rules and policies, on policies decisions relating to instructional, budgetary, issues and curricula issues; and on the school's proposed and actual budgets;

(2) ensure that curricula opportunities consistent with the material terms and pillars of the Charter, including Project-Based Learning, Spanish Language Acquisition, Healthy Lifestyle Choices, Art, and Music, are provided.

(3) develop creative ways to involve parents families in their child’s student’s education; and

(4) where appropriate, coordinate with any existing community resources for educational and vocational development.

where appropriate, coordinate with any existing work force development boards or vocational education advisory councils to connect students and school academic programs to business resources and opportunities; and volunteer and enrichment programs which support the mission of the school and the education of the students.

C. The committee will meet during the year and will post meetings on the J Paul Taylor Academy website. The committee will meet on a quarterly basis and report to the Governance Council on a monthly basisif a Council Representative is unable to attend meetings.

D. The AOC shall reflect an equitable balance between school employees and student body family members if possible. The ED will serve as Chair.

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