1st Slide Today spending a few moments with IMA. IMA

Instructional Materials Allotment IMA Imagine My Angst Insanity May Abound Instructional Materials Allotment Let’s begin by reviewing what IMA actually means. To some perhaps it means…. But that can’t be correct To others it may mean… And that may be correct for a variety of unrelated reasons But, of course, IMA refers to the Instructional Materials Allotment that came into our lives in 2011 via SB 6. 2011

K-12 Technology Applications Proclamation 2015 K-8 Math K-12 Science K-12 Technology Applications Proclamation 2015 HS Math K-12 Social Studies K-12 Fine Arts Proclamation 2016 LOTE Most recently we have talked about IMA a lot with regard to Proclamation 2014, Proclamation 2015 this coming year, and Proclamation 2016 to follow. Some equate and use IMA and Proclamation interchangeably and they certainly are related but they are indeed different items: IMA being a funding source and a Proclamation identifying the courses and grade levels for which it is an adoption year. IMA: A school district is entitled to an annual allotment from the state instructional materials fund for each student enrolled in the district on a date during the preceding school year specified by the commissioner. The commissioner shall determine the amount of the allotment per student each year on the basis of the amount of money available in the state instructional materials fund. An allotment under this section shall be transferred from the state instructional materials fund to the credit of the district’s instructional materials account as provided by Section 31.0212. District requisitions and disbursements of funds will be subtracted from the district’s allotment

Allowable Uses “…for the purchase of instructional materials, technological equipment and technology-related services.” So we have this Instructional Materials Allotment – What can we use it for? In general terms, TEA provides this definition.

Directly involved with student learning But the key here…and the initial, yet broad, question that should always be asked is whether or not the purchase will be directly involved with student learning. In other words does it directly support students and their learning?

Learning Management Systems Network Wireless Systems Instructional Materials related to the TEKS Professional development Web filter and access points Software Installation Services Technological hardware Teacher Stipends Salaries Video Conferencing Equipment Remember the key? Does it directly support students and their learning? Allowable: Instructional materials from SBOE list (i.e. Proclamation …..) Instructional materials from Commissioner’s list (i.e. Commissioner's List of Electronic Instructional Materials) Instructional materials not on the adopted list (i.e. online subscription resources, databases) Consumable materials, including workbooks (includes workbooks from previous proclamations) Supplemental instructional materials, Bilingual/ESL materials, ELPS support materials Instructional Materials for use in college preparatory course (Section 28 of HB5 amending Chapter 31 of the Texas Education Code) State developed open-source instructional materials Technological equipment Training educational personnel directly involved in student learning Salaries of employees providing technical support for technological equipment (directly involved in student learning) Unallowable Travel expenses Installation expenses Teacher stipends Office supplies NOTE: Instructional materials are property of the district Districts may sell or dispose of instructional materials that are (1) out-of-adoption (2) before out-of-adoption but must notify the commissioner and provide reason Allotment funds will be disbursed to districts for instructional materials not on an adopted list, technological equipment, technology services and other related items.  The EMAT system will be used for requests of this nature. Districts and open-enrollment charter schools will be responsible for acquiring products and/or services directly from publishers/vendors.

At first glance it may seem like it is time for as shopping spree…after all we have all of this funding in our IMA cart. This is often the perception of those not in education but the reality that we all know is that our shopping cart looks more like this one in relation to everything that must be considered and prioritized for purchases. The district IMA allocations will be populated in EMAT by April 21, 2014; however, the funding for the 2014-2015 school year will not be available until September 1, 2014. Districts and open enrollment charter schools may use unexpended funds from 2013-2014 for Instructional Materials including continuing contracts, technological equipment, and/or technology services. If unexpended funds are not available, districts and open-enrollment charter schools may participate in the new Delayed Payment Option. A Delayed Payment Option, authorized under TEC, Chapter 31.0215 will allow districts to requisition and receive state-adopted instructional materials before the Instructional Materials Allotment funds are available. Publishers will have to agree to receive a delayed payment.

The funding source does not invalidate the bidding process. True False The funding source does not invalidate the bidding process. A quick True False quiz.

The funding source does not invalidate the bidding process. True The funding source does not invalidate the bidding process.

It is worth remembering that IMA is funding source and not a free pass or golden ticket.

True False Processes used in relation to the use of IMA funds do not need to align with business office procedures.

False Processes used in relation to the use of IMA funds do not need to align with business office procedures. IMA received from a disbursement request or distributed through a submitted requisition within EMAT is considered revenue. District business office must include journal entries for each IMA transaction. FROM: IMA Update (April 2012) John Lopez – Managing Director Instructional Materials and Educational Technology Via: TASBO (Texas Association of School Business Officials) ? - Will the data from IMA need to be included in the school financial audits? A- Yes, all transactions will need to be recorded in the general ledger in order to be included with the data in PEIMS ? – Will TEA audit Instructional Materials Allotment? A – TEA may elect to audit a school district or open-enrollment charter school to ensure appropriate use of the IMA. Recommendation is to include appropriate journal entries for all IMA transactions.

Annual TEKS Certification students have access to instructional materials that cover all of the TEKS for each subject in the required curriculum Remember the key… Does it directly support students and their learning? Are there materials to support all of the standards?

ability to spend prior year balance along with 80% of the new IMA receive 2014-2015 IMA when EMAT reopens to order the 2014-2015 school year ability to spend prior year balance along with 80% of the new IMA 2014-2015 IMA will show as available along with the prior year carryover from the 2013-2014 school year EMAT opened April 21st Can use up to 80% of their IMA funding prior to Sept 1, 2014

So what that looks like… This is a picture of a 2013-2014 EMAT Allotment Summary. It shows the current allotment (so this line would say 2014-2015) as well as the prior year carryover, should there by any. For the 2014-2015 school year this number would represent any carryover from 2013-2014. In this example it is what was carryover from 2012-2013. And it then provides the total amount. So that means 80% of the 1st line, or new IMA, plus any carryover prior to Sept 1 2014 which makes sense as we should all be in the final stages of the decision, approval, and ordering processes related to Proclamation 2014. The right side shows the summary of funds along the way (pending requisitions, etc.)

… Accessible Instructional Materials (AIM) Special Textbook Redistribution Center (STRC) EMAT / EVI (Educational Materials / Educational Materials for the Visually Impaired) TAA (To the Administrator Addressed) Expenditure Reports IMA Allocations … As you are aware, the IMA has many parts including these listed as well as information on salary disbursements, high enrollment growth adjustments, publisher deferred payments, and more. Far more than can be covered in our time together this morning.

With that in mind, we do have an Instructional Materials Adoption website with a lot of helpful information and will also be working to update and add additional features before the month’s end so that it is even a stronger resource for you. You can also join the Instructional Materials Adoption blog directly from this website. http://www4.esc13.net/instructional-materials-adoption

Information Made Accessible Lori Reemts Project Coordinator, Curriculum & Instruction 512.919.5359 lori.reemts@esc13.txed.net And, as always, you can simply contact me directly. IMA Information Made Accessible