2018 District & State Supported Schools Annual Report Instructional Material Bureau

Topics statutory references & due date instruction pages and tabs revenue & expenditure codes annual report compliance and comments itemized list(s)

Statutory References NMSA 22-15-11 NMSA 22-15-2(C) Each school district, state institution or private school shall keep accurate records of all instructional material, including cost records, on forms and by procedures prescribed by the bureau. NMSA 22-15-2(C) "instructional material" means school textbooks and other educational media that are used as the basis for instruction, including combinations of textbooks, learning kits, supplementary material and electronic media; 

NMSA 22-15-2(H) "other classroom materials" means materials other than textbooks that are used to support direct instruction to students NMSA 22-15-8(B) Local school boards shall give written notice to parents and other community members and shall invite parental involvement in the adoption process at the district level.  Local school boards shall also give public notice, which notice may include publication in a newspaper of general circulation in the school district.

NMSA 22-15-9(D) the department shall verify that the local school board or governing body has adopted a policy that requires that every student have a textbook for each class that conforms to curriculum requirements and that allows students to take those textbooks home

2017/18 Annual Report & Board Policy Compliance both are due by August 1, 2018 submit to: IMB.contact@state.nm.us submit the correct 2017/18 version of the annual report located at: https://webnew.ped.state.nm.us/ District/State Supported Annual Report

Please read ALL instructions first tab #1 provides basic instruction for the report tab #2 provides a “how to” for the iStar stock number conversion required for ISBN recognition district/state supported annual report workbook has 7 Tabs report only IM fund activity only select fields will allow information to be entered if additional rows are needed remember to copy the entire line of formulas to the corresponding cells 3 tutorial slides are provided at the end of this presentation to walk-though creating additional rows and inserting formulas

Revenue/Expenditure Codes

Revenue Codes 43207 ADOPTED instructional material 43211 NOT ADOPTED instructional material (Max. of 50%) 41953 INSURANCE RECOVERIES for the replacement of personal, real property, and/or equipment 41980 REFUNDS/REIMBURSEMENTS PRIOR YEAR expenditures 41500 INTEREST earnings from all deposits and investments (such earnings/receipts shall be credited to the revenue account that provided the cash for the investment) 11112 RESTRICTED CASH instructional material budget fund balance based on financial audit from previous year

Expenditure Codes 56107 ADOPTED Instructional Material 56108 OTHER CLASSROOM MATERIALS (Max. 25% of 56111) 56109 ONLINE COURSE SUBSCRIPTIONS (reported as adopted or not adopted) 56111 NOT ADOPTED Instructional Material (Max. 50%) 56113 INSTRUCTIONAL MATERIAL SOFTWARE (reported as adopted or not adopted)

Annual Report Page

fill out the entire contact information section input information for rows A-E & P-X total revenue & subtotal expenditure will auto-calculate rows F-O auto- calculate from itemized lists

lines P & Q: input expenditure amounts + or – for items not included in itemized list input enrollment Cost per Student auto-calculates select Yes or No from compliance dropdown explain “other expenditure ” amounts in comment section All contact information is required here

Board Policy Compliance a copy of your current board policy compliance is to be submitted along with this annual report by August 1, 2018 select Yes or No from the provided dropdown

Adopted Itemized List Page

Adopted Itemized List only yellow columns require input of purchased information if purchases were made through iStar, please follow the guidance from Instruction tab #2 to convert ISBN’s from text format to number format be sure to add any purchases not made through iStar to the itemized list

SAMPLE Adopted Itemized List What information is required for the yellow columns? date material was ordered PO # or iStar Order ID vendor/publisher name (duplicates will highlight red-that’s ok!) ISBN or part number QTY-quantity cost & applicable expenditure code

SAMPLE Adopted Itemized List green/blue columns auto-calculate no input is required!

SAMPLE Adopted Itemized List You’re using the correct itemized list if the ISBN duplicates itself! STOP: If #N/A remains, delete the ISBN from Column D. This ISBN should be placed on the Non-adopted itemized list.

SAMPLE Adopted Itemized List only CB expenditure will populate in the “Total CB Expenditure” column adopted SU materials will always populate a $0.00 amount No input required!

SAMPLE Adopted Itemized List * extended cost calculates automatically and maintains a running total at the bottom for each adopted expenditure code * this total will populate on the annual report page, in the “Adopted Expenditure” section * %CB of Total Adopted Expenditure: Auto-calculates & * %Total Revenue expended on CB: Auto-calculates * No input required

Non-adopted Itemized List Page

Non-adopted Itemized List date material was ordered PO # or iStar Order ID vendor/publisher name (duplicates will highlight red-that’s ok!) ISBN or part number title or description of material QTY-quantity cost & applicable expenditure code What information is required for the yellow columns?

Non-Adopted Itemized List only yellow columns require non-adopted purchase information green columns automatically calculate, no input required! If #N/A remains in column E, you are using the correct itemized list!

Before you start adding purchase information: take a look at the itemized list add additional rows with formulas if needed next 3 slides provide a detailed tutorial for adding rows and formulas

STEP ONE: Insert the Number of Rows Needed 1. Click Home Tab 2. Select Insert 3. Select Insert Sheet Rows from dropdown **Repeat until enough rows are inserted**

STEP TWO: Highlight and Copy the Entire 1st Row of Formulas From Left to Right 1. Highlight 1st row (note gray row in image below) 2. Right click (dropdown appears) 3. Select Copy from dropdown

STEP THREE: Copy Formulas into the Created Rows 1. Highlight all of the newly created rows 2. Right click (dropdown appears) 3. Select Paste from dropdown

Thank you for taking the time to review the FY 17/18 Instructional Material Annual Report. If you have any questions please let us know.

Instructional Material Bureau Contact Information Anthony Burns Instructional Material Bureau Chief Anthony.Burns@state.nm.us 505-827-6415 Jessica Green Business Operations Specialist Jessica.Green@state.nm.us 505-827-3845 The FY 17/18 IM Annual Report & Board Policy Compliance should be emailed to: IMB.Contact@state.nm.us