New Mexico Public Education DepartmentNew Mexico Public Education Department

Instructional Material BureauInstructional Material Bureau

Spring Budget WorkshopSpring Budget WorkshopGilbert A. PereaGilbert A. Perea

Assistant SecretaryAssistant Secretary

Sally A. WilkinsonSally A. WilkinsonBureau ChiefBureau Chief

Session IIApril 3, 2008

Santa Fe, New Mexico

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WELCOME WELCOME “ “ We have been successful when We have been successful when

we walk away from a we walk away from a conversation leaving the other conversation leaving the other person with a specific goal and a person with a specific goal and a sense of optimism .” sense of optimism .”

by Art Costaby Art Costa

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Our Workshop GoalsOur Workshop Goals

At the conclusion of this workshop At the conclusion of this workshop participants will have a working participants will have a working knowledge of:knowledge of:2008 Allocations for instructional 2008 Allocations for instructional materialsmaterialsBudget processesBudget processesChanges to Changes to Supplement 9Supplement 9NewNew Annual Inventory Reporting Annual Inventory ReportingInstructional Material Bureau ProjectsInstructional Material Bureau Projects

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Meeting AgendaMeeting Agenda

1. 2008 -09 Allocations

2. Update on IMB Activities

3. 2008 Supplement 9

4. PED Support & Assistance

5. Question and Answer

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Instructional Material BureauInstructional Material BureauProgram SupportProgram Support

The goal of the Instructional The goal of the Instructional Materials Bureau is to provide Materials Bureau is to provide schools access to superior quality schools access to superior quality instructional materials which are instructional materials which are aligned to NM Standards and aligned to NM Standards and meet the needs of diverse meet the needs of diverse student populations. student populations. 

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Instructional Materials Instructional Materials Bureau Bureau

Advisory CouncilAdvisory Council

Collaboration in building a Collaboration in building a continuous improvement system continuous improvement system to support our mutual interests in to support our mutual interests in the academic success of New the academic success of New Mexico’s students.Mexico’s students.

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ALIGNMENT OF PED SUPPORT ALIGNMENT OF PED SUPPORT PROCESSES PROCESSES

Curriculum Standards

EPSS

SCHOOL IMPROVEMENT FRAMEWORK

Instructional Material

Adoption

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The 50 / 50 MODELThe 50 / 50 MODEL

SupplementalSupplemental50%50%

PED Multiple List

Core Basal50 %Other

25%

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Instructional Material Instructional Material Budget Budget

56107 CORE/BASAL INSTRUCTIONAL 56107 CORE/BASAL INSTRUCTIONAL MATERIAL- MATERIAL- Minimum of 50%Minimum of 50% purchased purchased from the State adopted multiple list.from the State adopted multiple list.

56111 SUPPLEMENTAL INSTRUCTIONAL 56111 SUPPLEMENTAL INSTRUCTIONAL MATERIAL – MATERIAL – Maximum of 50%Maximum of 50% purchased purchased from the State adopted multiple list from the State adopted multiple list and/orand/or from materials not on the multiple list. from materials not on the multiple list.

56108 OTHER CLASSROOM MATERIALS – 56108 OTHER CLASSROOM MATERIALS –

25% of Supplemental Material allocation 25% of Supplemental Material allocation (from object code 56111)(from object code 56111)

56114 SCHOOL LIBRARY56114 SCHOOL LIBRARY

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2008 Allocations2008 Allocations Assistant Secretary, Gilbert PereaAssistant Secretary, Gilbert Perea

Allocations; eligible entitiesAllocations; eligible entities

Funding for new Charter schoolsFunding for new Charter schools

School Library AllocationsSchool Library Allocations

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Supplement 9, Supplement 9, Instructional Material Instructional Material OrderingOrdering Page 9, “Page 9, “Annual Appropriation Annual Appropriation

for Following School Yearfor Following School Year

Write on the top of the P.O.:Write on the top of the P.O.:• ““Subject to availability of Subject to availability of

Appropriation”Appropriation”• ““Will not accept delivery before Will not accept delivery before

June 30June 30thth.”.”

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Cash BalancesCash Balances Matt Lovato, Finance CoordinatorMatt Lovato, Finance Coordinator

During Operating Budget season, you may During Operating Budget season, you may budget the estimated cash balance.budget the estimated cash balance.

If not done at the time, must be budgeted If not done at the time, must be budgeted within 30 days of the finalization of the within 30 days of the finalization of the Audit.Audit.

IM dollar amount funded is based on current IM dollar amount funded is based on current costs of subject area materials; funds are to costs of subject area materials; funds are to be spent on students’ instructional materialsbe spent on students’ instructional materials

Risk of legislature taking back unspent funds Risk of legislature taking back unspent funds does existdoes exist

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Instructional Material Instructional Material NEWNEW Annual Inventory Annual Inventory ReportReport All instructional materials ordered through All instructional materials ordered through

RESOLVE will be reportedRESOLVE will be reported to the Instructional to the Instructional Material bureau through the depository.  Material bureau through the depository.  Districts/schools will not submit those items in Districts/schools will not submit those items in their inventory reports, due August 1, 2008.their inventory reports, due August 1, 2008.

All other materials NOT ordered through All other materials NOT ordered through RESOLVE Corporation will then become the RESOLVE Corporation will then become the responsibility of the district/schoolresponsibility of the district/school to be to be added to the inventory list supplied by added to the inventory list supplied by RESOLVE. RESOLVE.

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Instructional Material Instructional Material NEWNEW Annual Inventory Annual Inventory ReportReport Districts/schools will facilitate this process Districts/schools will facilitate this process

by accessing RESOLVE’S website (i-STAR) by accessing RESOLVE’S website (i-STAR) and entering their items and entering their items notnot purchased purchased through RESOLVE.through RESOLVE.

AllAll schools/entities must have schools/entities must have allall materials materials not ordered through RESOLVE on the not ordered through RESOLVE on the Annual Inventory Form for submission by Annual Inventory Form for submission by August 1, of each school year beginning August 1, of each school year beginning with the 2008 submission.  with the 2008 submission. 

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Instructional Material Instructional Material Annual Report Annual Report Information Required to be Information Required to be

reported:reported:Two Sections: Annual Report with Two Sections: Annual Report with

Fiscal Info. Page including Fiscal Info. Page including School School Library Fund Library Fund

Beginning Cash from 06-07Beginning Cash from 06-07

Revenue received for 2007-08 (total Revenue received for 2007-08 (total receipts from IM allocations)receipts from IM allocations)

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Instructional Material Instructional Material Annual Report Annual Report

Earned Interest- Earnings from all Earned Interest- Earnings from all deposits and investments shall be deposits and investments shall be credited to the revenue account that credited to the revenue account that provided the funds for investmentprovided the funds for investment

Expenditures (IM Purchases)Expenditures (IM Purchases)

Ending Cash Balance as of June 30, 2008Ending Cash Balance as of June 30, 2008

Loss or return of instructional materialLoss or return of instructional material

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Update on Update on IMB StatewideIMB Statewide

ProjectsProjects

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ADOPTION 2008ADOPTION 2008Grades 9-12 Language Arts/Reading Grades 9-12 Language Arts/Reading & Modern Classical Languages & Modern Classical Languages EducationEducation Summer Review Institute, June 1-6Summer Review Institute, June 1-6

Faciltiators and Reviewers are Level 2 Faciltiators and Reviewers are Level 2 and 3a teachers, current practitioners of and 3a teachers, current practitioners of the standards and community leaders the standards and community leaders and parentsand parents

Focus on Content Standards, Research Focus on Content Standards, Research based effectives studies, ELL strategies based effectives studies, ELL strategies and Professional Developmentand Professional Development

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ONLINE ADOPTION ONLINE ADOPTION PILOTPILOT

Expected outcome-Expected outcome-

Decisions that are: Decisions that are: Data-drivenData-driven Teacher supported andTeacher supported and Ensure the best instructional Ensure the best instructional

materials are available for materials are available for classroom instruction.classroom instruction.

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““Free” Instructional Free” Instructional Material Material

Ordering ProcessOrdering Process Collaborative project with Resolve Collaborative project with Resolve

Depository and IMBAC for the 2009 Depository and IMBAC for the 2009 Language Arts Adoption OrdersLanguage Arts Adoption Orders

Districts will place orders through Districts will place orders through the Depository on iSTAR systemthe Depository on iSTAR system

Publishers will access the ordering Publishers will access the ordering information through iSTAR systeminformation through iSTAR system

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Supplement 9Supplement 9

Administrative RequirementsAdministrative Requirements Professional Services and Professional Services andProcedures for Preparing Procedures for Preparing

Instructional Material BudgetsInstructional Material BudgetsApril 2008 April 2008

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Supplement 9Supplement 9

New Mexico State Rule:New Mexico State Rule:

6.75.2.8 D. 6.75.2.8 D. The department shall consider for The department shall consider for approval, requests for waiver approval, requests for waiver

Instructional Material Fund Waiver Instructional Material Fund Waiver Request Request --a process which if the application a process which if the application is approved will allow a district to request is approved will allow a district to request instructional material money allocated for instructional material money allocated for the purchase of core/basal materials to be the purchase of core/basal materials to be used to purchase supplemental used to purchase supplemental instructional materials.instructional materials.

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Supplement 9Supplement 9

Petition For Review-Petition For Review- refers to a refers to a formal structured process within the formal structured process within the Instructional Material Bureau to Instructional Material Bureau to resolve complaints and/or inquiries resolve complaints and/or inquiries regarding alleged violation of regarding alleged violation of Instruction Material Statute, Rule and Instruction Material Statute, Rule and Supplement 9 by the agency or any Supplement 9 by the agency or any other entity.other entity.

Training for Training for NEWNEW Online Online Annual Inventory Annual Inventory ReportReport

RESOLVE Instructional Material RESOLVE Instructional Material DepositoryDepository

Branch manager, Conrad HusakBranch manager, Conrad Husak

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Focused DiscussionFocused Discussion “ “Free” Instructional Materials…Free” Instructional Materials…

ordering and receivingordering and receiving (6.75.2.10 E)(6.75.2.10 E)

Pilot Programs conducted by Pilot Programs conducted by Publishers (6.75.2.10 J)Publishers (6.75.2.10 J)

SuggestionsSuggestions

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Reminders Reminders

Due August 1, 2008Due August 1, 2008

iSTAR electronic submission iSTAR electronic submission of of InventoryInventory ReportReport

Electronic submission of IM Electronic submission of IM Annual Budget ReportAnnual Budget Report

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Instructional Materials Instructional Materials Advisory Council Advisory Council

Submit ideas; hardcopy and/or Submit ideas; hardcopy and/or electronicelectronic

Survey on IMB web site for Survey on IMB web site for constituents input alsoconstituents input also

www.ped.state.nm.uswww.ped.state.nm.us

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Instructional Material Instructional Material Bureau ContactsBureau Contacts

Sally A. Wilkinson, Bureau ChiefSally A. Wilkinson, Bureau ChiefTelephone: (505) 827-6415 or 476-0315Telephone: (505) 827-6415 or 476-0315Fax: (505) 827-6411Fax: (505) 827-6411ssally.wilkinson@state.nm.usally.wilkinson@state.nm.us

Larry Bemesderfer, Ed. AdministratorLarry Bemesderfer, Ed. AdministratorTelephone: (505) 827-6415 or 827-3869Telephone: (505) 827-6415 or 827-3869Fax: (505) 827-6411Fax: (505) 827-6411larryp.bemesderferlarryp.bemesderfer@state.nm.us@state.nm.us

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Instructional Material Instructional Material Bureau ContactsBureau Contacts

Mathew Lovato, Finance CoordinatorMathew Lovato, Finance CoordinatorTelephone: 827- 6483Telephone: 827- 6483Fax:Fax:mlovatomlovato@state.nm.us@state.nm.us

Cesaria Tapia, Administrative AssistantCesaria Tapia, Administrative AssistantTelephone: 827-6415Telephone: 827-6415Fax: 827-6411Fax: 827-6411

cesaria.tapia1cesaria.tapia1@state.nm.us@state.nm.us

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Question and AnswerQuestion and Answer

“ “ I not only use all the brains I not only use all the brains that I have, but all thatthat I have, but all that

I can borrow.”I can borrow.”

Woodrow WilsonWoodrow Wilson