2018 Charter Schools Annual Report Instructional Material Bureau

Slides:



Advertisements
Similar presentations
Intuitive Easy to Use Fast Dependable.
Advertisements

Managing your Loan Star Libraries Grant Part 3 Wendy Clark Jennifer Justus Texas State Library and Archives Commission.
Welcome to the Online Employment Applicant Tutorial Click here for next screen.
Gateway Program Go to along the left side, in the third section, click on The Gateway.
Purchasing Goods and Services. Overview In this session you will learn how to utilize the eProcurement Module to create requisitions for purchasing goods.
This presentation is designed to provide you information about Budget Transfers You can advance to the next screen at any time by hitting the forward.
6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Accounts Receivable Presented by: Robert Myers Presented by: Robert Myers.
IMPROVED SYSTEM NEW LOOK
SAISD Federal Programs Department. Stage 4 of the Organization and Development Process Link Plan to Federal, State, and Local Funding Sources 4 2.
SKYWARD A Quick Refresher Course
Copyright CovalentWorks Training Guide for Invoices MYB2B Powered by CovalentWorks.
Using FunctionUsing Function Lesson 5 © 2014, John Wiley & Sons, Inc.Microsoft Official Academic Course, Microsoft Word Microsoft Excel 2013.
School Budget (Draft)
NextGen Budgeting Presented by: Julie Carroll Local Government Corporation Resource 2015.
Social Innovation Fund Creating an Application in eGrants Technical Assistance Call 1 – 2:00 p.m. Eastern Time on Friday, March 19, ;
WEBGRANTS.COMMUNITY.UTAH.GOV Division of Housing & Community Development.
WebScan Change Order. WebScan change order: What is it? Beginning in 2010 changes to a WebScan order will need to be submitted via a WebScan change order.
Vendor’s Malt Manufacturing Return. Log in with the user id and password provided through the EDS registration process and click on the Login button.
January 2016 Slide 1 Monthly P-Card Reconciliation Job Aid.
Intermacs Form Download Excel Tutorial Pivot Tables, Graphic Tools, Macros By: Devin Koehl.
CALIFORNIA DEPARTMENT OF EDUCATION Tom Torlakson, State Superintendent of Public Instruction Instructional Materials Ordering and Distribution System (IMODS)
California State University, Fresno – Office of Budget & Resource Planning PHASE I AND PHASE II PROCESSES Sources: Office of Budget & Resource Planning.
RUNNING GFU REPORTS Let’s Get Started!. VP’s: This is what it was.
Welcome to the MyLearningPlan.Com
Broker training for Callidus Cloud EnvisionRxPlus for 2018
RU Informed Finance Conference
Final Report.
How to run reports for special operations funds & restricted funds
Part 4 – End of Sale checklist
The Voluntary Pre-K Application in ePlan
Required Data Files Review
P-Card Ledger Tutorial
Running gfu reports Budget vs Actual and Transaction Detail Reports
Entering Charge Transactions and Patient Payments
Enrollment Counts Instructions for Designee
Department ESSA Grant Packet Training
The following is an example of how to enter Girl orders in the Nut-E system. All of the products and recognitions shown in this presentation are for demonstration.
Expense Report Training
PHASE I AND PHASE II PROCESSES
Mail Merge Instructions (Yanick’s Version)
Florida International University Student Government Association
Miracle Accounting Software
Campus ESSA Grant Packet Training
How to LINK Policies.
Recommended Budget Reductions
Campus ESSA Grant Packet Training
2018 Instructional Material
2018 District & State Supported Schools
MODULE 7 Microsoft Access 2010
KANSAS STATE UNIVERSITY
How To UPLOAD Policies.
How to use the STUDENT TIME TRACKING TEMPLATE
2-1-1 Automated Verifications
Online Training Course
Expense Report Training
Student Activities and Fundraising
Add a dues payment to the Dues manager module for the Grand Lodge of Nebraska LSI Lodge Secretary Interface online Membership Database.
Every Student Succeeds Act (ESSA)
Two methods to observe tutorial
Welcome Hope this workshop is beneficial to you
How to Submit Expenses in Oracle
Fiscal Regional Training
Two methods to observe tutorial
Transferability from Title IV-A to IIA: Amending Title IIA Application
Every Student Succeeds Act (ESSA)
PHASE I AND PHASE II PROCESSES
TITLE LEFT ALIGNED HERE ALL CAPS
TITLE LEFT ALIGNED HERE ALL CAPS
Gradebook Faculty User Manual.
Jewel - INTERMEDIATE.
Presentation transcript:

2018 Charter Schools Annual Report Instructional Material Bureau

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

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 22-8B-5(C) the department shall waive requirements or rules and provisions pertaining to the purchase of instructional material. (Thus, charter schools may use 100% of their allocation to purchase instructional material items that are not on the adopted multiple list, however, those items MUST meet statutory definition of instructional material. Charter schools may expend up to 25% of their total allocation for purchases of "other classroom materials".)

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/ Charter Annual Report

Please read ALL instructions first tab #1, the instruction sheet, provides basic instruction for the report charter school annual report workbook has 4 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-through creating additional rows and inserting formulas

Revenue/Expenditure Codes

Revenue Codes 43207 ADOPTED instructional material 43211 NOT ADOPTED instructional material 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 allocation) 56109 ONLINE COURSE SUBSCRIPTIONS (reported as adopted or not adopted) 56111 NOT ADOPTED Instructional Material 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 & L-Q total revenue & subtotal expenditure will auto-calculate rows F-K auto- calculate from itemized lists

lines L & M: 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

Itemized List

Itemized List purchase information is required in the applicable yellow columns only

SAMPLE Itemized List date material was ordered PO # or reference number vendor/publisher name (duplicates may 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?

Itemized List green columns auto-calculate no input is required! pink & blue columns are for IMB use only no input required!

SAMPLE Itemized List only CB expenditure will populate in “Total CB Expenditure” SU materials will always populate a $0.00 amount Rows with #N/A will remain blank for “Total CB Expenditure Note the areas where #N/A remains for non-adopted expenditure, that’s OK!

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

Before you start adding purchase information: take a look at the itemized list add rows 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 (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