Part 2: Record of Performance (Self-Report)

Part 2 Instructions

The Charter School Act requires each school seeking to renew its charter to submit a Self-Report on the progress of the charter school in achieving the goals, objectives, student performance outcomes, state minimum educational standards, and other terms of the current charter, including the accountability requirements set forth in the Assessment and Accountability Act.

Section A: Academic Performance/Educational Plan

The Charter School Act provides as follows: A charter may be suspended, revoked, or not renewed by the chartering authority if the chartering authority determines the charter school... failed to meet or make substantial progress toward achievement of the department’s minimum educational standards or student performance standards identified in the charter contract at Paragraph 2 of Subsection K of 22-8B-12 NMSA 1978.

Task 1: Provide insight, explanation, and/or evidence to describe your Academic Performance/Educational Plan (1 page).

Task 2: For Special Education Services how do you plan to do the following (1 page):

    • Plan to evaluate and identify children with disabilities, including students identified as English Learners;
    • Plan to develop, review, and revise IEPs;
    • The process, including timeline, for evaluation, development, and review of IEPs;
    • Plan to integrate special education into the general education program;
    • Plan to deliver special education and related services;
    • Projected cost of special education program;
    • Plan to access and account for special education funds;
    • Plan to ensure that the school facility meets the requirements of other related services such as ADA and Section 504;
    • Plan for enrollment/IEP transition procedure;
    • Plan to address discipline for students with disabilities;
    • Plan to ensure confidentiality of special education records; and
    • Plan to secure technical assistance and training.
    • Plan to evaluate effectiveness of English Learner program and include the following:
    • Plan to identify students as English Learners
    • Plan to assess students identified as English Learners
    • Plan to notify and communicate with parents/guardians regarding English Learner status and services.

Task 3: For English Learner programs and services how do you plan to do the following (1 page):

    • Plan for curriculum you will use
    • Plan to monitor students exited from English Learner status
    • Description of recruitment or maintenance plan to hire and retain qualified staff for the ESL/ELD program
    • Description of ELD program professional development
    • Describe the process the school uses to provide English Learners access to extracurricular (academic, and non-academic) activities

Mission Specific Goals from your Current Charter

Task 4: Provide Mission Specific Goals from your Current Charter and progress to each goal based on the established indicators. Include student performance on applicable assessments (i.e. state, interim, benchmark, short-cycle), and/or other standards-based instrument (performance task, common formative assessment) used to measure and monitor student progress. Provide the school’s analysis of student progress towards the standards.  Use graphs or other visuals to illustrate student progress to the goal.

For each Mission Specific Goal in your charter, include the following (1-2 pages):

  1. Student academic performance standard(s) being addressed
  2. Standardized short-cycle assessment or standards-based instrument used to identify performance levels and proficiency of students
  3. Provide a statement of progress to the goal
  4. Data visual and/or illustration 

Section B: Financial Performance

The Charter School Act provides as follows: A charter may be suspended, revoked, or not renewed by the chartering authority if the chartering authority determines the charter school...failed to meet generally accepted standards of fiscal management at Paragraph 3 of Subsection K of 22-8B-12 NMSA 1978.

Task 1: Internal Controls, Financial Policies, and Procedures

  • Provide information on internal controls, including any and all relevant flow charts and organizational charts which demonstrate the internal controls/process.
  • Provide all Financial Policies and Procedures.

Audit Findings

It may be determined that a school follows Generally Accepted Accounting Principles by receiving an unqualified audit opinion, and an audit devoid of significant findings and conditions, material weaknesses, or significant internal control weaknesses. In addition, the audits should not include an on-going concern disclosure in the audit report.

Task 2: Audit Report Summary Table

Complete the table by providing any findings from independent audits for each fiscal year, and how the school responded.(Please edit the actual year you are referring to in the table, ex. Year 1 should be changed to the first year of your current term [2015-16]).

Task 3: Financial Statement

Provide the following information in the table that is specific to your operational budget from the current fiscal year.

Task 4: Other Information, if school is transferring from NM Public Education Commission

Only schools that are transferring authorizers (from the New Mexico Public Education Commission to APS) must provide the following information:

  1. Copies of all financial statements and audit findings for any audits performed within the current charter contract.
  2. Membership figures for 80-day and 120-day reporting periods from STARS within the current charter contract.
  3. Copies of 910-B5’s within the current charter contract.
  4. Copies of PED Site Visit Documents from within the current charter contract.
  5. Copies of any Corrective Action Plans or Other Actions taken by the Public Education Commission or the Public Education Department.
  6. Special Education Maintenance of Effort Reports from within the current charter contract.
  7. A Recent Cash Report submitted to the New Mexico Public Education Department.
  8. Have you had the school's Board of Finance removed during the current charter term? Is so, please provide an explanation, including the time frame of the removal.

Section C: Organizational Performance

The Charter School Act provides as follows: A charter may be suspended, revoked, or not renewed by the chartering authority if the chartering authority determines the charter school...committed a material violation of any of the conditions, standards, or procedures set forth in the charter...and/or...violated any provision of law from which the charter school was not specifically exempted at Paragraph 4 of Subsection K of 22-8B-12 NMSA 1978.

Task 1: Provide an organizational chart and a short, written description of how your organization operates.

You may include examples of day-to-day activities.

Governing Council Membership Information

Task 2: Complete the three tables by providing the following information for all Governing Council members, all Finance Committee members, and all Audit Committee members:

  • Name
  • Professional Occupation
  • Role on Council or Committee
  • Number of Years on Governing Council
  • If the person is a member of the Governing Council

Task 3: Governing Council Details

  • Item 1: Provide a copy of your most recent Open Meetings Act Resolution.
  • Item 2: Describe the Governing Council’s role in the school’s strategic planning process.
  • Item 3: Describe the Governing Council’s process of evaluating the Principal/Director.

Section D: Facility

A description of the charter school facilities and assurances the facilities are in compliance with the requirements of Section 22-8B-4.2 NMSA 1978.
Task 1: Provide Facility Information and Documentation by completing items 1-3.
  • Item 1: Provide a copy of the building E Occupancy certificate.
  • Item 2: Provide a description of your facility including lease and/or lease purchase agreement.
  • Item 3: Describe your long-term plans to comply with state statute of being in a public building.