No content found

No content found

Please sign in to see discounted pricing 

Purchasing

Product Listing

Account Codes and Budgeting

This recorded webinar provides an overview of the Financial Accountability System Resource Guide (FASRG). An in-depth review of the required account code components aid in determining how to create and use each component of the code structure. A variety of quizzes provide learning checks on selecting the appropriate function and object code for a selected expenditure. CE 1/CPE 1

Julie P. Novak, RTSBA on November 17, 2016

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

Aggregate Purchases

Originally presented in Allen, TX at the Purchasing Academy (2018) this recorded event discusses how to determine and when to track aggregate purchases. The presenter provides some information on the different ways a district can address this regulation. CE 1/CPE 1

Phillip Ellison, RTSBA MBA, CPSM on November 8, 2018

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

Basic Purchasing Ethics

This recorded webinar explores basic purchasing ethics and how they can be implemented in school district purchasing departments. CE 1/CPE 1

Mark Vechione, RTSBA on December 2, 2014

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

Compensation Costs/Time & Effort for Your Federal Procedures

The new EDGAR regulations (2015), specifically §200.430, allows compensation and benefit costs with federal grant funds for services performed during the grant period, subject to the following: 1) reasonable compensation costs; 2) paid accordance to established written policy; 3) follows the same appointment written policies; and 4) costs are supported with documentation. Although every district may have a written School Board Policy related to compensation, i.e. DEA Local, not every district may have written procedures or a Compensation Plan for allowable compensation costs with non-federal and/or federal funds. This recorded webinar provides guidance related to: pay scales, job descriptions, stipend pay, absence and timekeeping procedures, and time & effort regulations. Sample forms and procedures are included. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on June 17, 2015

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

Construction Manager-At-Risk: What is At Risk and...

The Construction Manager-at-Risk (CMAR) method of construction services procurement and contracting has advantages for certain construction projects, but it also requires significant oversight to assure that savings are maximized. In this recorded webinar two experienced school construction lawyers discuss how to navigate the CMAR decision-making process. It also provides an overview of what to expect from your Architect and CMAR during the project and how to best use Program Managers. CE 1/CPE 1

Anne E. Greenberg on June 29, 2017

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

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

Customer Service in Your School Business Department

"Originally presented in Allen, TX at the Purchasing Academy (2018), this recorded presentation demonstrates how saying or writing something poorly on in the wrong tone is a quick way to create customer service issues. Through use of better etiquette you will make new friends, influence co-workers, and build better customer relations. CE 1/CPE 1
"

Jonathan Bey, RTSBA on November 9, 2018

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

E-Rate Survival Training

This recorded webinar provides a high-level overview of the E-Rate process and how to succeed in maximizing resources for FY 2018. CE 1/CPE 1

Ginnie Harwood on November 7, 2017

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: $255.00
Discounted member price $205.00
CE Hours: 5.00

EDGAR in Everyday Purchasing

Originally presented in Allen, TX at the Purchasing Academy (2018) this recorded event discusses examines how different sized districts can remain in compliance. Making your everyday workload manageable will vary based on staff size. Recent changes to the rules need to be communicated with staff and end-users to ensure everyone is in compliance. CE 1/CPE 1

Derek Gillard, RTSBA; and Lucia Cieszlak, RTSBA on November 8, 2018

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

Finalizing Your Audit Report

This recorded webinar reviews the Annual Audit Report that was due to the TEA no later than January 28, 2016 for districts with an August 31st fiscal year-end. It also reviews distribution, publishing, and data entry requirements. Records retention rules are also examined. CE 1/CPE 1

Celina Miller, CPA on January 19, 2016

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

Financial Review of DIPs and CIPs

The District Improvement Plan and Campus Improvement Plans are critical in supporting the district budget. This recorded webinar focuses on the State Compensatory Education requirements related to the goals, strategies, activities and associated expenditures to support the at-risk students of the district. CE 1/CPE 1

Carla A. Merka, RTSBA on March 21, 2017

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

Hurricane Harvey: Disaster Recovery

This free, recorded webinar takes you step-by-step through the legal requirements for suspending competitive procurement requirements, calling emergency board meetings (including by telephonic means), and delegating contracting authority. It also covers pitfalls to avoid when executing contracts for remediation and restoration services, including incorporation of contract provisions necessary to substantiate FEMA claims.

Micki Morris on August 31, 2017

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

New Conflict of Interest Rules

This recorded webinar covers the 2016 updates to the Texas Conflict of Interest Rules for local governments and their vendors, including the conflict of interest requirements for federally-funded contracts under EDGAR and how the federal conflict of interest requirements differ from state requirements. It also includes an explanation of House Bill 1295, Disclosure of Interested Parties, and best practices for ensuring compliance with HB 1295 when selecting vendors and presenting contracts for Board approval. CE 1/CPE 1

Sarah Langlois on April 13, 2016

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

Procurement & Legal Considerations for Maint. vs. Constr.

Originally presented in Allen, TX at the Purchasing Academy (2018), this recorded presentation covers the legal definitions of maintenance and construction; the procurement rules and contracting requirements for each type of service; how to procure both types of services through cooperatives; and when to use architects and engineers. CE 1/CPE 1

Micki Morris, Partner Rogers, Morris & Grover LLP on November 8, 2018

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

Property Management for Your Federal Procedures Manual

New EDGAR regulations (2015), 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. This recorded webinar provides guidance related to the development and implementation of written Fixed Asset Procedures. Sample forms and guidelines are included. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on June 24, 2015

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

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: $225.00
Discounted member price $175.00
CE Hours: 6.00

Purchasing Academy (2018) Bundle

Originally presented in Allen, TX, this 9-video series provides a comprehensive look at the role of purchasing in school business and operations. This bundle is ideal for all district purchasing staff, business managers, operations staff, and other school administrators. Topics include: FASRG updates (2018); how to determine and handle different types of purchases; legal considerations for school procurement; the bid evaluation process; what's trending in school procurement; and building better customer relations. **A bonus presentation PDF will be included on Antitrust Basics for Government Purchasers. CE 7/CPE 8.

Jonathan Bey, RTSBA; Lucia Ciesziak, RTSBA; Phillip Ellison, RTSBA; Derek Gilard, RTSBA; Nick Grimmer; John Knowlton, RTSBA; Micki Morris; Lori Vechione, RTSBA; and Mark Vechione, RTSBA on November 8-9 , 2018.

Regular price: $345.00
Discounted member price $295.00
CE Hours: 7.00

Purchasing Do's and Don’ts for Charter Schools

This recorded webinar explores best practices used when making purchasing decisions in the charter school environment. It begins with a background to purchasing and maneuvers through the documentation process. It also addresses some of the pitfalls that can be avoided when making purchases. CE 1/CPE 1

Dianna M. Casper, RTSBA, CTCM, CTPM on May 18, 2016

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

Purchasing for a New Campus

In this recorded webinar two procurement leaders for two fast-growing school districts provide an overview of the processes for determining the FFE needed to open a new school. CE 1/CPE 1

Regina Stephenson, RTSBA, CPM on January 10, 2017

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

Purchasing: From Requisitions to PO

This recorded webinar is an overview of state purchasing laws and local policy, and provides the necessary foundation to ensure that all purchases are compliant. The complex process of purchasing is discussed from the selection of vendors, approval path, and the receiving of goods, to paying the invoices. In addition, it explores the implications of purchasing goods and services with federal and state grants. CE 1/CPE 1

Julie P. Novak, RTSBA on November 1, 2016

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

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

The New ERate

This recorded webinar provides a high-level overview of the E-Rate process including recent changes to the E-Rate program, rules to follow, and reimbursement processes that pertain to school business. CE 1/CPE 1

Ginnie Harwood on October 22, 2014

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

Travel Guidelines for Your Federal Procedures Manual

New EDGAR regulations, specifically §200.474, allows 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 procedures regarding what travel costs are allowable with non-federal and/or federal funds. This recorded webinar provides guidance related to federal (IRS & EDGAR), state and local regulations and 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 are shared with attendees. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on May 13, 2015

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

What's Trending in School Procurement

Originally presented in Allen, TX at the Purchasing Academy (2018), this recorded presentation tackles those trending topics….the ones you "want to know", but aren't' sure you are "in the know". The presenters discuss Procurement Cards, E-Procurement, Travel, Amazon, and Fine Arts Service. No matter the size of your district, something is TRENDING for you. CE 1/CPE 1

Lori Vechione, RTSBA; Jonathan Bey, RTSBA; and Jamie Spiegel, RTSBA on November 9, 2018

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

Categories

No content found

No content found

No content found