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School Board Policy

Policy Table of Contents 100 200 300 400 500 600 700 800 900 Appendix A Appendix B Appendix C

Section 700, Business and Non-Instructional Operations Policies, Table of Contents

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Last updated: May 1, 2011

710 Organization of Business and Non-Operational Services

711 Chief Officers

720 Finance and Financial Management

721 Financial Management - Responsibility For

721.1 Board

721.2 Superintendent

721.3 Chief Financial Officer

722 The Budget and Budgetary Process

722.1 The Budget Defined

722.2 Budget Contents

722.3 Planning and Compilation

722.4 Preparation of the Budget Document

722.5 Public Hearings

722.6 Final Adoption

722.7 Budget as a Spending Plan

722.71 Responsibility for Administering

722.72 Methods and Procedures

722.73 Transfer of Funds Between Categories

723 Revenue

723.1 Local

723.2 State

723.21 Alaska Public School Funding Program

723.3 Federal Revenues

723.4 Grants

723.5 Trust Funds

724 Management of Funds

724.1 Salary and Payroll Management

724.2 Payroll Deductions

724.3 Investments and Collateralization

724.31 Direct Investments

724.32 Investment Through Municipality of Anchorage

724.33 Investment Reports

725 Purchasing and Contracting

725.1 General Provisions

725.1.1  Purpose and Policies

725.1.1.1 Purpose

725.1.1.2 Obligations of Good Faith

725.1.2 Application of this Policy

725.1.2.1 Application to District Procurement

725.1.3 Payment for Goods and Services

725.1.3.1 Payment

725.1.3.2 Prepayment for Goods and Services

725.1.4 Determinations

725.1.5 Use of Technology

725.1.5.1 Authorization for the Use of Electronic Transactions

725.1.5.2 Electronic Posting

725.1.6 Environmental Sustainability

725.2 Procurement Organization and Operational Procedures

725.2.1 Delegation of Authority

725.2.2 Operational Procedures

725.2.3 Reporting

725.2.3.1 Exemption Reporting

725.2.3.2 Professional or Consultant Services Contracts

725.2.3.3 Emergency Procurements

725.2.3.4 Sole Source Procurement

725.2.3.5 Contracts not Approved by Board

725.2.4 Board Approvals

725.2.4.1 Board Approval Required

725.2.4.2 Board Approval Not Required

725.2.5 Ratification of Unauthorized Procurement

725.2.5.1 Ratification

725.2.5.2 Corrective Action

725.2.6 Exemption from Formal Competitive Procedures and Reporting

725.2.6.1 Exemptions

725.3 Procurement Methods and Contract Formation

725.3.1 Procurement Methods

725.3.2 Competitive Sealed Bids

725.3.2.1 Opening Postponement

725.3.2.2 Cancellation of Bids Prior to Award

725.3.2.3 Award

725.3.2.3.1 Award to Lowest Responsive, Responsible Bidder

725.3.2.3.2 Award to Other than Low Bidder

725.3.2.3.3 Tie Bids

725.3.2.3.4 Unavailability of Funds

725.3.3 Multi-Step Sealed Bids

725.3.4 Competitive Sealed Proposals

725.3.4.1 Proposal Opening

725.3.4.2 Requests for Qualifications

725.3.4.3 Award

725.3.5 Small Purchases

725.3.5.1 Purchases Using Open Market Procedures

725.3.5.2 Purchases from $25,000 to $100,000

725.3.5.3 Public Notice

725.3.5.4 Purchase Documentation

725.3.6 Sole Source Procurement

725.3.7 Emergency Procurement

725.3.8 General Requirements and Conditions for All District Purchases

725.3.8.1 Non-Discrimination

725.3.8.1.1 Notice of Compliance

725.3.8.1.2 Minority Business Enterprises

725.3.8.2 Bid Bond/Security

725.3.8.3 Pre-Bid/Pre-Proposal Conference and Addenda

725.3.8.3.1 Pre-Bid/Pre-Proposal Conference

725.3.8.3.2 Addenda to Solicitation Documents

725.3.8.4 Bids/Proposals Submittal, Withdrawal and Late Bids

725.3.8.4.1 Submittal

725.3.8.4.2 Withdrawal

725.3.8.4.3 Late Bids/Proposals

725.3.8.4.4 Receipt and Safeguarding of Bid/Proposals

725.3.8.4.5 Unidentified Bids

725.3.8.5 Rejection of Bids/Proposals

725.3.8.5.1 Reasons for Rejection

725.3.8.5.2 Reasons for Rejection by Discretion

725.3.9 Waiver of Irregularities

725.3.10 Negotiation

725.3.11 Re-Advertising

725.3.12 Notification of Award to Bidders/Offerors

725.3.12.1 Awards Not Requiring Board Approval

725.3.12.2 Awarding Requiring Board Approval

725.3.13 Recommendations to the Board

725.3.14 Costs

725.3.15 Contracts

725.3.15.1 Types of Contracts

725.3.15.2 Multi-Year Contracts

725.4 Specifications

725.4.1 Use of Brand Names

725.4.2 Specifications and Standards Development

725.5 Acquisition of Construction Projects and Architectural/Engineering     Design Services

725.5.1 Construction Projects and A/E Services Valued at $100,000 and Above

725.5.1.1 Construction Projects Valued at $100,000 and Above

725.5.1.2 Architectural/Engineering Design Services Valued at $100,000 and Above

725.5.1.3 Projects Valued at $100,000 and above by use Alternative Techniques

725.5.1.3.1 Two-Step Invitation to Bid Process

725.5.1.3.2 Design/Build Process

725.5.1.3.3 General Contractor/Construction Manager (GC/CM) Process

725.5.1.3.4 Best value Contracting Process

725.5.1.3.5 Job Order Contracting Process

725.5.1.3.6 Other Methods

725.5.2 Construction Projects and Design Services Valued less than $100,000

725.5.3 Acquisition of Architectural/Engineering Services Valued less than $100,000

725.5.4 Emergency Construction Projects and Design Services

725.5.5 Rehabilitation, Repair and Construction of School Buildings

725.6 Legal and Contractual Remedies

725.6.1 Protest and Appeal Process for Aggrieved Bidders/Proposers

725.6.1.1 Protest

725.6.1.2 Appeal

725.6.1.3 Consideration of Appeal

725.6.1.4 Frivolous Protests

725.6.1.4.1 Signature on Protest Constitutes Certificate

725.6.1.4.2 Sanctions for Violation

725.6.2 Appeals of Emergency Contract Awards

725.6.3 Limitation of Liability

725.6.4 Debarment and Suspension

725.6.4.1 Debarment

725.6.4.1.1 Cause for Debarment

725.6.4.1.2 Period of Debarment

725.6.4.13 Debarment Procedure

725.6.4.2 Suspension

725.6.4.2.1 Cause for Suspension

725.6.4.2.2 Period of Suspension

725.6.4.2.3 Procedure for Suspension

725.7 Intergovernmental Relations

725.7.1 Cooperative Purchasing Authorized

725.7.2 Joint Use or Lease of Facilities and Equipment

725.8 Ethics and Conflicts of Interest

725.8.1 Inapplicability to Collective Bargaining Agreements

725.8.2 Prohibited Acts

725.8.3 Disclosure and Waiver of Conflict of Interest

725.8.4 Disclosure

725.8.5 Waiver for Board Members and Employees

725.8.5.1 Board Members

725.8.5.2 Employees

725.8.6 Contract Voidable

725.8.7 Complaints Regarding Conduct

725.8.8 Sanctions

726 Special Fund Expenditures

726.1 Local/State/Federal Projects Fund

727 Accounting and Financial Reporting

727.1 Classification of Funds

727.2 Financial Reports

727.21 Periodic Reports

727.22 Public Inspection

727.3 Audits

727.31 Internal

727.32 Annual Independent Financial Audit

727.4 Internal Controls

728 Student Funds

728.1 Restriction on Sales to Students

728.2 Responsibility for Handling Student Activity Funds

728.3 Fines and Fees

729 Risk Management

729.1 Risk Management Policy Statement

729.2 Property and Casualty Insurance

729.3 Safety, Health and Loss Control

729.4 Liability Protection

729.5 Resolution of Claims and Lawsuits

729.51 Settlements Less Than $50,000

729.6 Recovery From Third Parties or Insurance Companies

 

730 Buildings, Grounds, and Equipment

730.1 Definition of School Property

731 Safety and Security

731.1 Enforcement

731.2 Inspections

731.3 Security of Buildings and Grounds

731.4 Pest Management

732 Equipment and Real Property

732.1 Disposition or Exchange of Property

732.2 General Fixed Assets - Equipment

732.3 Care of District Property, Assets and Facilities

732.4 Permanent Property Records

 

740 Capital Improvement Programs

741 Long-Range Planning

741.1 Determination of Needs

741.11 Forecasting Growth Patterns

741.12 Updating Needs

741.13 Funding Sources for Capital Improvement Projects and Site Acquisitions

741.2 Community/Staff Participation

741.3 Relations With Other Government Agencies

742 Project Development

742.1 Securing Architectural and Engineering Services

742.2 Site Selection Procedure

742.3 Facility/Site Design and Construction Procedures

743 Construction Contracts

743.1 Construction Scope and Process

743.2 Security

743.21 Performance and Payment Bonds

743.22 Working Conditions at Project

743.23 Insurance During Construction

743.3 Construction Administration

743.4 Payments to Contractors

743.5 Dispute Resolution

744 Acceptance of the Completed Project

745 Naming of Schools and Facilities, Fields and Other Areas

746 Retirement of Facilities

747 Retirement and Transfer of Sites

748 Leased Property/Buildings

 

750 Transportation

751 Responsibilities and Duties

751.1 Board

751.2 Superintendent

751.3 Hazardous Walking Routes

752 Arrangements for the Required Services

752.1 Publicly Owned and Maintained Equipment

752.2 Other Transportation

753 School Buses

753.1 Standards

753.2 Maintenance, Inspections, and Safety

753.3 Standby Equipment

754 Procedures for Emergencies

 

760 Food Services

761 Health Standards

762 Free/Reduced Price Meals

763 Cost of School Employee Meals

764 Cafeteria and Other Food Service Facilities

765 Vending Machine and Other Food Sales

 

770 Environmentally Sound Practices, Conservation, Waste Minimization

780 Records Management

790 Information Technology

790.1 Educational and Productivity Software and Hardware Evaluation and Selection


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