New Mexico Public Education Department
New Mexico Association of School Business Officials
2015
Spring Budget
Workshop
Agenda
April 8-10, 2015
Hotel Albuquerque
800 Rio Grande NW
Albuquerque, New Mexico
Note: Conference name badges are required for all registered participants.
Name badges will be required for entry into all scheduled sessions during the
2015 Spring Budget Workshop. Everyone must be registered. No Exceptions.
The New Mexico Public
Education Department
(PED) and the New Mexico
Association of School
Business Officials are
pleased to host the 2015
Spring Budget Workshop.
Join us April 8-10, 2015, in
historic Old Town
Albuquerque for this event for public school administrators and
officials. This event provides three days of valuable information and
discussion, including keynote addresses, breakout sessions, and
vendor displays. With your choice of more than 19 topics, the 2015
Spring Budget Workshop promises to deliver what you need to
develop and implement your 2015–2016 operating budgets, as well
as give you important networking opportunities with colleagues in the
field of education.
Early
Registration
Wednesday
April 8, 2015
Atrium
8 am–5 pm
Important: This agenda may change upon final arrangements. Be sure to check the
agenda in your workshop packet to confirm the schedule.
Wednesday, April 8, 2015
1:00–3:00 pm
Workshop Session
2015–2016 Operating Budget Overview............ Alvarado Ballroom
Districts and Charters
School Budget & Finance Analysis Bureau Staff, PED
Basic training will be provided on building operating budgets and preparing various
documents submitted with the budget.
3:00–3:30 pm
Refreshment Break
Atrium
3:30–5:00 pm
Workshop Session
Financial Oversight and
Conflicts of Interest............................................ Alvarado Ballroom
Judith A. Wagner, CPA/ABV, CFF, CVA
Wagner Valuation & Financial Forensics, LLC
An experienced forensic accountant will provide insight into the roles that boards,
superintendents and business managers play in actively managing the risks of
conflicts of interest, fraud, corruption and financial misstatement. The presentation
will further focus on the financial audit both as a tool and a crutch and management’s
role in the financial audit process.
5:30–7:30 pm
Exhibitor’s Reception
Q’ Gallery
800 Rio Grande, NW
Thursday, April 9, 2015
7:00–8:30 am
Continental Breakfast – Atrium
9:00–9:45 am ..................................................................... General Session
Alvarado Ballroom
Facilitator
Hipolito “Paul” Aguilar, Deputy Secretary, PED
Presentation of Colors
Espanola Valley High School AJROTC
National Anthem
Paul Benoit, Superintendent, Floyd School District
Introduction and Recognition of Conference Sponsors
Naomi Vicenti, President, NMASBO
School Business Official of the Year
Claire Cieremans, Member, NMASBO
Welcome
Hanna Skandera, Secretary, PED
9:45–11:15 am .............................................................. Alvarado Ballroom
Introduction of Key Note Speaker
Hanna Skandera, Secretary, PED
Key Note Speaker
Steven Rivkin, Professor, Department of Economics,
University of Illinois At Chicago
Raising the Quality of Instruction: Challenges and Policy Options.
11:15 am –11:30 am ..................................................... Alvarado Ballroom
Conference Housekeeping
Joey Montano, Executive Director, NMASBO
11:30–1:00 p.m. Lunch (On Your Own)
Thursday, April 9, 2015
11:30–1:00 p.m. Superintendent’s Meeting (Franciscan Ballroom)
1:00–5:30 pm
Meetings with the Secretary
1:00–2:30 pm
A Conversation with Superintendents ......... Franciscan Ballroom
Secretary meets with Northern Regional Superintendents
Hanna Skandera, Secretary, PED
2:30–4:00 pm
A Conversation with Superintendents ......... Franciscan Ballroom
Secretary meets with Central Superintendents
Hanna Skandera, Secretary, PED
4:00–5:30 pm
A Conversation with Superintendents ......... Franciscan Ballroom
Secretary meets with Southern Superintendents
Hanna Skandera, Secretary, PED
Thursday, April 9, 2015
1:30–3:00 pm
Workshop Sessions (Continued)
NMTEACH Understanding
Value-Added Modeling .................. Alvarado Ballroom “A, B, & C”
Matthew Montano, Matt Goodlaw, and Courtney Hall, PED
(This session will be repeated Thursday, April 9th at 3:30 pm)
This session will help districts and charters gain better understanding of ValueAdded Modeling in NMTEACH. The presentation will provide opportunities to
discuss implementation of professional development, establishment of resources for
improvement, and using high value add teachers to promote overall improvement.
School Transportation ................................ Alvarado Ballroom “D”
Antonio Ortiz and Adam Greenwood, PED
(This session will be repeated Friday, April 10th at 10:30 am)
Information and guidance will be provided relating to the budget preparation process
and school district administrative responsibilities, including record keeping and
training. Information will also be provided regarding end of year cash balances, BAR
information for the purchase of new buses, and contractor overpayment
requirements. New schedules for this summer’s certification training classes will be
provided for school bus driver instructors and commercial driver examiners. An
update on the 2015 legislative session will also be included.
District Budget and
Program Review .......................................... Alvarado Ballroom “E”
Eileen Marrujo-Gallegos and Debbie Montoya, PED
This session will provide information about the 2015 District Budget and Program
Review as related to resource allocation decisions and finances linked to
programmatic decisions based on District Web EPSS Goals. This session is
designed so that both District Business Managers and the District Superintendents
(designee) can access information that will support alignment in their Web EPSS
and budget request.
Thursday, April 9, 2015
1:30–3:00 pm
Workshop Sessions (Continued)
GASB 68 Update .............................. Alvarado Ballroom “F, G & H”
Jan Goodwin, ERB
(This session will be repeated Friday, April 10th at 10:30 am)
This session will discuss how GASB 68 will affect your financial reporting and how
ERB will help you accomplish your school district’s and charter school’s new
reporting requirements. This session will also provide an overview of key actuarial
terms, ERB’s current actuarial status, and how the ERB board is improving long-term
sustainability.
Title I and Title II Program Funding: ......................... Potters Room
Sam Ornelas and Deborah Williamson
This session will provide a demonstration of the new 2015-2016 Consolidated
Application developed in SharePoint. This session will also discuss allowable uses
of Title I and Title II program funds including support for preschool, student
incentives, equipment, and staff training.
Charter Budget and
Program Review ....................................................... Weavers Room
Julie Lucero, PED
(This session will be repeated Thursday, April 9th at 3:30 am)
This session will provide information about the 2015 Charter Budget and Program
Review as related to resource allocation decisions and finances linked to
programmatic decisions based on Charter Web EPSS Goals. This session is
designed so that both Charter Business Managers and the Charter Head of School
(designee) can access information that will support alignment in their Web EPSS
and budget request.
3:00–3:30 pm
Refreshment Break
Atrium
Thursday, April 9, 2015
3:30–5:00 pm
Workshop Sessions
NMTEACH Understanding
Value-Added Modeling (Repeat) .... Alvarado Ballroom “A, B, & C”
Matthew Montano, Matt Goodlaw, and Courtney Hall, PED
This session will help districts and charters gain better understanding of ValueAdded Modeling in NMTEACH. The presentation will provide opportunities to
discuss implementation of professional development, establishment of resources for
improvement, and using high value add teachers to promote overall improvement.
Capital Outlay .............................................. Alvarado Ballroom “D”
Antonio Ortiz and Iris Romero, PED
Information will be provided regarding new legislation from the 2015 Legislative
Session; accessing capital outlay funds administered by PED which will include the
Governor’s 2013 Executive Order pertaining to audits, grant agreement procedures,
OBMS (budget, NOB’s, RfR’s, BAR’s) and reporting requirements (CPMS); introduce
new capital outlay module in OBMS to include new RTOF/NOB procedures; district
and charter school statutory requirements for accessing HB-33 and SB-9 funds
including reporting procedures.
2015 NM System of Support ....................... Alvarado Ballroom “E”
Debbie Montoya and Elisabeth Peterson, PED
This session will provide District leaders information about what they can expect in
the 2015 System of Support during the PARCC transition. This session is designed
for district and charter leaders that support schools in understanding PED
requirements and support.
Instructional Materials ................... Alvarado Ballroom “F, G, & H”
Anthony Burns and Anne Zimbler, PED
This session will cover the adoption cycle, allocations, 2015 annual reports, statutory
purchasing requirements and purchasing through the depository system – iSTARS.
Thursday, April 9, 2015
3:30–5:00 pm
Workshop Sessions (Continued)
NM Graduates Now! ................................................... Potters Room
Dr. Elaine Perea, PED
Participants will hear about implementation of the policy initiatives focusing on
ensuring that all students’ graduate from college, career ready – NM Graduates
Now! Topics will include expansion of Advanced Placement (AP) programs, Early
College High Schools, dropout prevention, early identification of at-risk students, and
expansion of rigorous career technical programs of study. The presentation will
focus on current year successes and share plans for next years’ opportunities for
implementation.
Charter Budget and
Program Review (Repeat) .......................................... Weavers Room
Julie Lucero, PED
This session will provide information about the 2015 Charter Budget and Program
Review as related to resource allocation decisions and finances linked to
programmatic decisions based on Charter Web EPSS Goals. This session is
designed so that both Charter Business Managers and the Charter Head of School
(designee) can access information that will support alignment in their Web EPSS
and budget request.
6:00–8:00 pm
Secretary’s Reception
Casa Esencia
Sponsors: RBC Capital Markets, George K. Baum & Company &
Poms & Assoc.
Friday, April 10, 2015
7:30–8:30 am
Continental Breakfast
Atrium
8:30–10:00 am
Workshop Sessions
A Conversation with Charter
School Leaders .............................. Alvarado Ballroom “A, B & C”
Hanna Skandera, Secretary, PED
PARCC Update ............................................ Alvarado Ballroom “D”
Paul Aguilar, Leighann Lenti and Ellen Hur, PED
This session will provide a deeper look at the fiscal impact of the PARCC
assessment and the overall budget for federal and state mandated standardized
testing. We will also examine the results of the first testing window and the
effectiveness of our recent investments into technology infrastructure and
professional development.
NMPSIA Risk and Benefits ......................... Alvarado Ballroom “E”
(This session will be repeated Friday, April 10th at 10:30 am)
Christy Edwards, Sammy Quintana, Ernestine Chavez, PSIA
Jackee Munoz, Poms & Assoc.
In this session, school district and charter school premiums for building, property,
liability, and workers compensation in fiscal year 2016 will be reviewed. School
district and charter school premiums and benefits for medical, vision, dental, life, and
disability insurance for budgeting in fiscal year 2016 will also be reviewed.
PED Early Learning Program Budget
Overview: Pre K, K-3 Plus and
Reads to Lead................................. Alvarado Ballroom “F, G, & H”
Melinda Webster, Ann Zuni and Joan Davidge, PED
This session will provide information on budget policies and processes for successful
implementation of PreK, K-3 Plus, and Reads to Lead programs in your district or
charter school.
Friday, April 10, 2015
8:30–10:00 am
Workshop Sessions (Continued)
State and Federal Grants ReimbursementTargeting Allowability .................................... Franciscan Ballroom
Susan Lucero, Valerie Padilla, and Mihaela Marin, PED
This session focuses on key subject areas of questioned costs related to the
proper use of state and federal grants and the impact they have on the role and
responsibility of the school business official. We will cover recent changes to the
NM procurement code, threshold and documentation requirements of the NM
Travel and Per Diem Act, and the most common questioned expenditures related
to the allowable vs. unallowable uses of grant funds.
Title III: Maximizing Use of
Funds to Support English Learners (ELs) ................ Potters Room
Dr. Icela Pelayo and Sherri Green, PED
This session will provide an understanding how Title III funding can be used and
its importance for ensuring ELs are served well. An overview on how state and
federal funds are generated; what the required/authorized activities are; and
explain the Title III supplement vs. supplant rule. Title III allocation, reallocation
policy, consortia guidelines, and direct and/or administrative cost rates will also
be discussed.
10:00–10:30 am
Refreshment Break
Atrium
Friday, April 10, 2015
10:30–12:00 Noon
Workshop Sessions
Local Maintenance of
Effort (MOE) ................................... Alvarado Ballroom “A, B, & C”
Jacqueline Denton and Patty Hawkins, PED
This session will provide an overview of the IDEA-B local Maintenance of Effort
(MOE) requirements as they pertain to Districts and State Charter Schools in New
Mexico. Guidance will be provided on accurately tracking and reporting MOE. Staff
will address common questions and misconceptions concerning the five allowable
exceptions. In addition to Superintendents, Business Managers and Special
Education Directors are encouraged to attend, as their involvement is fundamental to
support New Mexico Public Education Department’s Strategic Plan: Kids First, New
Mexico Wins (Strategic Lever 1: Smarter Return on New Mexico’s Investment).
.
School Transportation (Repeat) ................... Alvarado Ballroom “D”
Antonio Ortiz and Adam Greenwood, PED
Information and guidance will be provided relating to the budget preparation process
and school district administrative responsibilities including record keeping and
training. Information will also be provided regarding end of year cash balances, BAR
information for the purchase of new buses, and contractor overpayment
requirements. New schedules for this summer’s certification training classes will be
provided for school bus driver instructors and commercial driver examiners. An
update on the 2015 legislative session will also be included.
NMPSIA Risk and Benefits (Repeat) ............ Alvarado Ballroom “E”
Christy Edwards, Sammy Quintana, Ernestine Chavez. PSIA
Jackee Munoz, Poms & Assoc.
In this session, school district and charter school premiums for building, property,
liability, and workers compensation in fiscal year 2016 will be reviewed. School
district and charter school premiums and benefits for medical, vision, dental, life,
and disability insurance for budgeting in fiscal year 2016 will also be reviewed.
The Audit Rule at OSA ................... Alvarado Ballroom “F, G, & H”
Office of the State Auditor Staff
This session will present the audit rule and its implications for educational entities.
Friday, April 10, 2015
10:30–12:00 Noon
Workshop Sessions (Continued)
Requests for Reimbursement (RfR)Basic Training Guidelines ............................. Franciscan Ballroom
Susan Lucero, Valerie Padilla and Mihaela Marin, PED
This session is designed to provide basic training guidelines for business officials
responsible for the fiscal administration of state and federal grants. We will review
time and effort reporting, annual indirect cost rates, the functionality of the OBMS
system as it relates to requests for reimbursement (RfR), PED deadlines for fiscal
yearend, expiring federal funds and adjustment RfRs, and the budget and
accounting treatment of district and dependent charter RfRs and Special Education
funds.
GASB 68 Update (Repeat) ........................................... Potters Room
Jan Goodwin, ERB
This session will discuss how GASB 68 will affect your financial reporting and how
ERB will help you accomplish your school district’s and charter school’s new
reporting requirements. This session will also provide an overview of key actuarial
terms, ERB’s current actuarial status, and how the ERB board is improving long-term
sustainability.
Workshop Planning Committee
Hanna Skandera, Secretary, PED
Hipolito “Paul” Aguilar, Deputy Secretary, PED
John Wolfe, Director, School Budget & Finance Analysis Bureau, PED
Pamela Bowker, Deputy Director, School Budget & Finance Analysis Bureau, PED
Beverly Aguilar, Conference Coordinator, PED
School Budget & Finance Analysis Bureau Staff, PED
Naomi Vicenti, President, NMASBO
Joey Montano, Executive Director, NMASBO
New Mexico Association of School Business Officials Executive Board