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Purchasing

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Contract Agreements Management

This live recording discusses the reasons and ideas for best practices on managing contract agreements, from execution to expiration. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1

Jamie Spiegel, RTSBA on February 28, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Contract Management Procedures for Your Federal Procedures

This webinar will focus on the need for written Contract Procedures with federal, state and local funds. Determining who is authorized to sign a contract, who will review and approve contracts and who will monitor contracts are important decisions. The EDGAR regulations, specifically §200.459, allow costs of professional and consultant services with federal grant funds for services subject to the federal regulations. The federal regulations require that the district select contractors based on the reasonableness of the fee, the necessity of the service, the qualifications of the contractor and other criteria. A Contract Review Checklist, and other sample forms and procedures which will be shared with attendees. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 23, 2014

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Customer Service in Your School Business Department

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Jonathan Bey, RTSBA on November 9, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

EDGAR and Texas School District Procurement

Developed through a collaboration of school purchasing and finance leaders, this online workshop guides participants through procurement standards outlined in the 2 CFR Sections. Topics include conflict of interest, contracted services, certification of bids, micro-purchases, co-ops, sole source, cost analysis, and more. This workshop is geared towards purchasing staff, grant accountants, and grant administrators involved in facilitating federal fund purchases. CE 5/CPE 5.5

Various school purchasing and finance leaders

Regular price: $275.00
Discounted member price $225.00
CE Hours: 5.00

Harnessing Stimulus to Maximize your Facility Investments

Assets break down, facilities need to be upgraded and work orders inevitably pile up. Determining what work will be best for your organization can be a difficult task and moving target hampered by a lack of data. Professional services like facility condition assessments can be a great step in the right direction as long as there is a bigger picture plan. Join us for an up-to-date presentation on the power of professional services from simple data gathers to extensive, multiyear capital planning.
CE 1/CPE 1

Jeremy Kelly, Sr. Account Manager Education, Dude Solutions Keith Jones, Principal/Director, Alpha Facility Solutions on Dec. 11, 2020

Regular price: $50.00
Discounted member price $0.00
CE Hours: 1.00

Internal Controls: Doing More with Less

We all know that internal controls are important, but how can we make it work with a limited budget? For small districts with limited staff, how can internal controls be incorporated without stressing out employees with too many ""other duties as assigned?"" This recorded webinar explores a variety of ways to build internal controls into your system without breaking your budget or making too many demands on staff time. CE 1/CPE 1

Julie P. Novak, RTSBA on April 7, 2020

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

New to School Business

This live recording provides best practices and resources regarding current challenges and opportunities in accounting, purchasing, personnel, and PEIMS. Originally recorded at the 2019 Annual Conference. CE 1/CPE 1

Jonathan Bey, Becky Estrada, and Pattie Griffin

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Procurement Compliance with a Purchasing Cooperative

This panel discussion will address the following topics as they relate to procurement compliance: How do Purchasing Cooperatives Exist, Different Purchasing Cooperative Models, Procurement Process followed by a Purchasing Cooperative, Contract(s) Awarded and the Terms and Conditions provided by a Cooperative, Benefits Associated with the use of a Purchasing Cooperative, and Best Practices in the use of Purchasing Cooperatives.
CE 1/ CPE 1

Derek Gillard - Director of Purchasing, Pasadena ISD Lucia Cieszlak - Director of Purchasing, Spring ISD, Philip Ellison - Executive Director for Purchasing, Eagle Mountain-Saginaw ISD, Jamie Spiegel - Senior Director of Business Process Improvement, Leander ISD, Arturo Salinas - Director of Cooperative Procurement, BuyBoard, and Steve Fisher - Director of Cooperative Procurement, BuyBoard on Sept. 25, 2020

Regular price: $50.00
Discounted member price $0.00
CE Hours: 1.00

Property Management for Your Federal Procedures Manual

The EDGAR regulations, specifically §200.310, implements several property standards related to insurance coverage, real property, equipment and supplies. The regulations require procedures related to the acquisition, maintenance and disposal of assets purchased with federal grant funds. The webinar will provide guidance related to the development and implementation of written Fixed Asset Procedures. Sample forms and guidelines will be shared with attendees. CE 1/CPE 1

Rebecca Estrada, RTSBA on Apr. 23, 2020

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

PUR101 Online: Intro to Purchasing and Supply Management

This course is an introduction to the purchasing function within a Texas School District. It will cover the various legal requirements that the procurement function must adhere to, the purchasing requirements addressed in the Texas Education Code, legal exceptions, and the responsibilities within the purchasing function.
CE 6/CPE 7



Regular price: $235.00
Discounted member price $185.00
CE Hours: 6.00

PUR102 Online: Applications of Purchasing Law

This course covers information on the legal issues relevant to purchasing. It will also review formal bid procedures; quotation and telephone procedures; advertising requirements, and the criteria for awarding bids. CE 6/CPE 7



Regular price: $235.00
Discounted member price $185.00
CE Hours: 6.00

PUR201 Online: Purchasing Standards and Specifications

Students will come away with an understanding of how purchasing standards are developed and used, what standardization is, developing clear and concise specifications, using a scope of work, how to develop specifications and the evaluation and post award process. Bid documents, samples and sources will also be reviewed.
CE 6/CPE 7



Regular price: $235.00
Discounted member price $185.00
CE Hours: 6.00

PUR303 Online: Competitive Sealed Proposal / RFPs

This instructional guide is made of references from the Texas statutes, the Purchasing Module of the Texas Education Agency Financial Accountability System Resource Guide (“FASRG”), the Model Purchasing Manual from the State Comptroller’s Office, the Council of State Governments publication, and other state government publications.
CE 6/ CPE 7



Regular price: $235.00
Discounted member price $185.00
CE Hours: 6.00

State and Federal Grants (EDGAR) Manual Workshop

State and Federal Grants (EDGAR) Manual is a comprehensive manual (approximately 90 pages) that specifically focuses on state and federal grant management that includes EDGAR topics such as: Pre and Post-award requirements such as Property Standards, Procurement Standards, and Financial Management. CE 6/ CPE 7

Rebecca R. Estrada, RTSBA on June 28, 2021

Regular price: $275.00
Discounted member price $225.00
CE Hours: 6.00

The 411 on Activity Funds - Sales Tax in Texas School Dist.

This recorded webinar provides information about tax exempt status, tax exempt purchases, tax exempt sales, and tax reporting for Texas schools. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on April 6, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

The 411 on Activity Funds: Fundraiser Do's and Don'ts

This recorded webinar reviews best practices for school fundraising activities through activity funds in a school district. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on March 30, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Travel Guidelines for Your Federal Procedures Manual

The EDGAR regulations, specifically §200.474, allow travel costs with federal grant funds in accordance with the district’s written travel reimbursement policies and consistent with those normally allowed in like circumstances in non-federal activities. Although every district may have a written School Board Policy related to travel, i.e. DEE Local, not every district may have written travel procedures regarding what travel costs are allowable and unallowable. The webinar will provide guidance related to federal (IRS & EDGAR), state and local travel-related regulations. In addition, the webinar will focus on the multitude of travel-related decisions that every district must make while developing and/or updating the written Travel Guidelines/Procedures. Sample forms and guidelines will be shared with attendees. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 30, 2020

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

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