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Required Reporting & Other Fiscal Documents

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Templates, important dates, and guidance documents specific to recipients of Indian Education Division grant funds may be found below:

Semiannual Check-Ins

For Pueblos, Tribes, and Nations:

Semiannual check-ins with the Indian Education Division (in-person or via video call) must occur by the end of the first quarter (September 30, 2026) and by the end of the third quarter (March 31, 2027).

To prepare for the meeting, the semiannual check-in form may be requested in advance from your designated IED team member.

For Districts, Charter Schools, and Other Partners:

Semiannual check-ins with the Indian Education Division (in-person or via video call) must occur semiannually; once in October 2026 and again in April 2027.

To prepare for the meeting, the semiannual check-in form may be requested in advance from your designated IED team member.

Required Reports for All External Partners

27901 Allocation Based Award midyear report due no later than January 30, 2026.

27901 Allocation Based Award final year-end report due no later than July 31, 2027.

Reports should describe progress on activities funded through the Indian Education fund, focusing on outcomes and alignment of project budget to milestones.

Templates for reports are coming soon.

Reimbursement Requests

Submit reimbursement requests monthly through OBMS with supporting documentation.

For guidance, contact Faith Armijo, Senior Business Operations Analyst:
Faith.Armijo@ped.nm.gov

Invoice Form FY27
Submission Instructions
Email Faith

Budget Adjustment Requests (BARs) & Updating Previously Approved Applications

For requests specific to ARPA Treasury funds or House Bill 505, do not complete these forms. Instead, consult with your Indian Education Designated Team Member via email about the request.

All BARS for Fiscal Year 26 are due June 19, 2027.

An updated BAR procedure and forms will be available in September, 2026. If you have question prior to the forms being released, reach out to Indian Education Division Manager, Dr. Morgan Wilson, at Morgan.Wilson@ped.nm.gov.

Quarterly Drawdown Submission

Under the 27901 Allocation-Based Award to Tribes, tribes are required to submit quarterly financial reports to the Indian Education Division. All documents must be uploaded as one (1) Word Document and submitted via email to:

Faith.Armijo@ped.nm.gov with
Yoenesha.Ortiz@ped.nm.gov and
KatieAnn.Juanico@ped.nm.gov cc’d on the email submission.

Please contact your designated Indian Education Division team member for questions and technical support. Please submit forms by:

  • Quarter 1 – Due October 30, 2026 (Reporting Period: July 1, 2026 – September 30, 2026)
  • Quarter 2 – Due January 31, 2027 (Reporting Period: October 1, 2026 – December 31, 2026)
  • Quarter 3 – Due April 30, 2027 (Reporting Period: January 1, 2027 – March 31, 2027)
  • Quarter 4 – Due July 30, 2027 (Reporting Period: April 1, 2027 – June 30, 2027)

More information and the report template are coming soon.

Not sure which form you need? Contact your IED designated team member for assistance.