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PROCUREMENT
BY BILL MUNCH, NIGP-CPP, CPPO, CPPB
Textbook Adoption Basics
Bill Munch
Oh my gosh! Another school year is here. Earlier starts, So the textbook adoption statutes are ARS §15-721
later starts, 4-day calendars, online learning and the list for elementary schools (the statute calls them common
goes on. Things are so different than when we went to schools) and A.R.S. §15-722 for high schools.
school!
The exemption only applies when you're purchasing the
Happy to say I got through my 30th Annual Conference textbooks from the publisher; not third parties or other
and came out on the other end. Never ceases to amaze dealers. Used textbook purchases and any supplemental
me how well we network to the benefit of the children items that are not purchased from the publisher are NOT
of Arizona! exempt from the procurement rules.
As we head into 2023-2024, I continue to receive Any services related to curriculum are not covered by
questions about textbook adoptions and just how it is the statute and you must follow the procurement rules
supposed to work. School business officials want to and do an RFP (or other procurement allowed by the
remain compliant. Since some of this article will include rules; possibly a sole source).
my professional procurement philosophies, I am going
to take the liberty of paraphrasing the Gary Barkman You also must do an RFP even for textbooks if your
Doctrine again: district decides to fund the purchases using federal funds.
You have to follow the textbook adoption rules and do
The following does NOT constitute legal advice but an RFP because the federal rules require an RFP. There
merely best practice recommendations from an old but is no textbook adoption rule utilizing federal funds.
certified public procurement official. You might be able to tweak a sole source for a federal
textbook adoption but it is not my first recommendation.
I wish this was a simple discussion but multiple statutes You have to follow the textbook adoption statutes when
and rules come into play. I'll do the best I can to simplify it. adopting textbooks for your district or else you have to
follow the procurement rules.
First of all, you can only do an adoption for textbooks.
The definition of textbooks is covered in statute: Hope this simple explanation helps. Let me know if I
need to further clarify. Happy to discuss anytime.
“Textbook means printed instructional materials or
digital content, or both, and related printed or non-printed The purpose of my article was not to dictate, but rather
instructional materials, that are written and published to inform to help your district develop its own strategy
primarily for use in school instruction and that are required for textbook adoptions. When used appropriately, this
by a state educational agency or a local education agency type of procurement can be beneficial. GOOD LUCK
for use by pupils in the classroom, including materials and may all your procurement dreams come true!
that require the availability of electronic equipment in
order to be used as a learning resource."
Bill Munch, NIGP-CPP, CPPO, CPPB, is the Procurement
R7-2-1002(C)(7) says the rules do not apply to: "7. Compliance and Training Officer for Valley Schools
Expenditures for governing board adopted textbooks Management Group and serves as a Chapter Ambassador for
as defined in A.R.S. §15-721 and A.R.S. §15-722, if the National Institute of Governmental Purchasing (NIGP). He
purchased from the publisher." may be reached at: bmunch@vsit.org
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16 THE EDGE BACK TO SCHOOL 2023