001Hello, thank you for coming to the Certification and Provision of Instructional Materials 2026-27 webinar. We appreciate you taking the time to join us today. To kick us off, I'll introduce myself, and then I'll have my colleague introduce herself. My name is Frank Puente. I'm the manager of Instructional Materials Procurement and Financial Sustainability here at the TEA. I'll be one of your presenters for today's call and have a colleague who will be supporting throughout this presentation. I'll go ahead and pass it on over to Sasha to introduce herself next. Hello, everybody. Thank you for joining. My name is Sasha Tatum, and I am the Instructional Materials Access and Operation Coordinator, and I'll go ahead and pass it back to Frank to kick us off with our presentation.
002 Perfect. Thank you, Sasha. Here's a brief agenda of our webinar today. We'll complete an overview of what is included as part of the Certification of Provision of Instructional Materials survey. Review the full process to complete the survey, identify changes and supports as part of this year, and review additional information and next steps. Now moving on to the Certification Provision of Instructional Materials overview. As you might know, the Certification Provision of Instructional Materials is a required document that indicates that the instructional materials your local educational agency (LEA) has adopted or plans to adopt for next school year will cover 100% of the Texas Essential Knowledge and Skills (TEKS). It'll also certify compliance of the Children's Internet Protection Act. We're also gathering data around scope and sequence management,
003as well as products used for full-subject and supplemental materials. It assesses reading language arts (RLA), math, social studies, and science. And lastly, there's an optional section focused on Instructional Materials Review and Approval, also known as IMRA, reports usage, assessment platform usage, and implementation methodology utilized within your district. As I mentioned, this is required by statute in the Texas Education Code and Penal Code. We reference them here in case you need them when meeting with your board or have any questions about the statute. Please note that the Children's Internet Protection Act is statute in itself. Before you start the certification process, it is important to take note of the terminology utilized throughout the survey. We'll now go over key terms you'll be seeing as you navigate through the survey
004in order to have full understanding of what is being asked. Full-subject instructional materials are those that are designed to provide a student with mastery of essential knowledge and skills for a certain subject and grade level without the need for supplementation and are often referred to as Tier-One instructional materials. Supplemental instructional materials are designed to assist in the instruction of one or more of the essential knowledge and skills. When selecting instruction materials for each content, you'll notice that they are separated into different buckets based on their IMRA status. Those buckets include the following: SBOE-Approved Instruction Materials are materials that have gone through the IMRA process and have been approved by the State Board of Education, also known as SBOE. Please note that SBOE-Approved instruction materials qualify for additional funding through House
005Bill (HB) 1605 entitlements. SBOE-No Action Instruction materials are materials that have gone through the IMRA process and were neither approved nor rejected by the SBOE. Instruction materials that had no action taken can still be procured using the school system s Instructional Materials and Technology Allotment (IMTA) funds, but do not qualify for any additional HB1605 funding. SBOE-Rejected instruction materials are materials that have gone through the IMRA process and have been rejected by the SBOE. Please take note: Beginning in 2026-27 school year, local school systems may not locally adopt, use, or spend any funds to procure materials placed on the list of SBOE-rejected instruction materials list as dictated by TEC 31.024 and 31.106. SBOE-proposed rejected instructional materials have gone through -oh, so sorry. SBOE-proposed rejected instructional materials are materials that have
006gone through IMRA Cycle 2025 and were found to require revisions to avoid being placed on the rejected instruction materials list. Publisher submitted revisions will be re-reviewed in summer 2026 with the final decision on placement being made in November 2026. State-Adopted Materials (Prior proclamations) are instructional materials that were previously adopted through the former Texas Resource Review (TRR) and Proclamation review process. Not all subject area courses and grade levels have gone through the IMRA process. As such, the list of state-adopted materials is still relevant for many instructional material categories. State-adopted materials can be procured with IMTA funds, but do not qualify for any additional HB 1605 funding. Not Yet Reviewed instructional materials are materials that have not gone through any formal instructional review process in Texas. Instructional materials that have
007not been reviewed can still be procured with IMTA funds. Now let's transition to reviewing the Certification of Provision of Instructional Materials process for this school year. There are two main tools we ll review in the Certification process: the Certification Prework Form and the survey itself. The Certification 2026-27 Prework Form is now a fillable and printable PDF intended to mirror the online survey and provide guidance for successful survey completion. The Prework Form should be completed offline and presented to the Board of Trustees or governing body for ratification and signatures. Please note that this form will have open text boxes for you to enter the name of the publishers and products you'll be using for each grade level and content specified. In order to align with what you will see within
008the survey, please use the naming convention seen within the Instructional Materials Resource list which includes the full publisher name and title product without abbreviations, acronyms or paraphrasing. This ensures the naming conventions refer to the accurate product and will align with the predefined answer choices provided on the survey drop-down menus. This prework form is built to assist you with the completion of the survey. The Certification Survey is a web-based application through Qualtrics, where after you've completed the prework form and had it ratified and signed, you'll go into Qualtrics and submit the survey. The survey should mirror the form, so you'll be moving the information that's on the fillable form into the survey. A few things to call out on the survey. Once you've opened the survey, you can leave the
009survey and come back to it. It'll save your work as long as you're on the same browser. When it comes to selecting the publisher and products used, you'll see an extensive list of options that have been broken down by IMRA Buckets. This is a long list, so I personally would suggest using Control F to find the instructional materials you're looking for. Another suggestion would be to use the Instruction Materials Resource List as part of your prework. We'll take time a little later in this presentation to speak to what you should expect as part of the resource list. At the bottom you'll see an option for Other with the fillable section if you don't find your instructional materials on the list. So for example, if you use a district-developed
010material, you would select the other district-developed option and then write it in the name using the same naming convention as the other products, which would include full publisher name, which would be the name of the district in this context, and full title of the product used. If you use different materials across different grade levels in the band described, for example, social studies K through five, you're able to select multiple products. This is the same for the supplemental materials and full-subject materials. Speaking of which, for each grade-band and subject, you'll see a matrix asking you to select the products used. You'll see a list of materials and an option to select full-subject or supplemental. We've shared the definition for both of those in the form and on the survey. On
011the last page of the survey, you'll upload the fillable form signature page, which is the final page of the prework form. You do not need to upload the entire printable prework form, solely the ratification page with signature. After completion of the survey, you'll be given the option to download your response, which I highly recommend. You should also get a confirmation e-mail once completed with a link to your results, though again, I suggest downloading your response just in case you have an issue with that automatic e-mail response. As a recap of what the certification process entails, let's review the steps. First, gather necessary information for your survey response by completing the prework form. Second, obtain local board certification representing your form results within an open board meeting. Third, receive a
012ratification signature by your board president, secretary, or governing board officer. Fourth, complete your Qualtrics survey by transferring your prework form data to the online survey and uploading your signed ratification form. Fifth, receive e-mail access for when e-mail reopens on May 15th if you have submitted your completed survey response by May 1st. Now I'll pass on over to my colleague Sasha to go over this year's timeline and additional information. Thank you, Frank. This slide highlights the key dates for the 2026-2027 Certification of Provision of Instructional Materials process. In January 2026, TEA releases the Certification form. In February, districts will have access to a webinar and the certification survey, which is required to maintain access to instructional materials funding. In March, we'll offer office hours and EMAT will be
013closed for maintenance from March 31st through May 15th. So planning ahead is important. By May 1st, districts must submit the Certification survey to ensure access to funding once EMAT reopens. AIM requisitions may still be submitted regardless of survey status. By August 31st, all State-developed OER entitlements must be requisitioned, and on September 1st, 2026 2027 instructional materials entitlements will become available. TEA is continuing to streamline guidance and clarify expectations around certification, EMAT access, and instructional materials funding. Local school systems will have access to targeted webinars, office hours, and updated resources to support planning and implementation. We're also maintaining strong support for State-developed OER and accessible instructional materials to ensure uninterrupted access for students. Overall, these updates are designed to make the process clearer, more predictable, and easier to navigate. Next, for 2026-2027, several
014updates were made to improve the certification process. The prework from form now includes clear guidance, survey questions have been reconstructed to better distinguish full-subject and supplemental publishers, and the certification resource list has been reformatted to match the survey. Updated details are available on the Certification of Provision of Instructional Materials web page. Next. For 2026-2027, selections of full-subject and supplemental instructional materials are now organized into clear buckets. These include SBOE-approved instructional and supplemental materials, State-adopted materials from prior proclamations, materials that were rejected or proposed for rejection through IMRA, and materials that have not yet been reviewed. These buckets help districts more accurately categorize materials when completing the certification survey. Next. Instructional materials on the SBOE-rejected and SBOE-Proposed rejected lists require special attention. Beginning in the 2026-2027 school year, any materials
015placed on the SBOE-rejected Instructional Material lists may not be purchased through requisition or disbursement using any funding source, including the IMTA.