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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

COVID-19 and School District Operations

This recorded webinar discusses the financial reimbursement process and costs associated with COVID-19 and the impact it has on your district. CE 1/CPE 1

Karen Smith, RTSBA, CPA, CIA

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

COVID-19 and School District Purchasing

This recorded webinar covers the impact of government orders and declarations on purchasing and vendor activities and how to conduct these activities in compliance with social distancing orders. CE 1/CPE 1

Michelle Morris, Partner, Roger, Morris, and Grover LLP

Regular price: $0.00
Discounted member price $0.00
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

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

Innovative K-12 Solutions to Increase Purchasing Efficiency

Cost savings, purchasing efficiencies, and transparency can be achieved by adopting innovative procurement processes. Learn how Texas School Districts are stretching their budgets through the use of a competitive online marketplace, implementing a paperless purchasing process, and using real-time analytics to drive strategic sourcing activities. Amazon senior leaders will share these Texas K-12 school district stories and provide an exclusive briefing on how educators use Amazon Business for Education to save time and money. CE/CPE 1

Michael Levin, Amazon Business K-12

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 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

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 & 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

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

Purchasing - From Requisitions to Purchase Orders

An overview of state purchasing laws and local policy will provide the attendees the necessary foundation to ensure that all purchases are compliant. The complex process of purchasing will be discussed from the selection of vendors, approval path, receiving of goods, and paying the invoices. In addition, we will explore the implications of purchasing goods and services with federal and state grants. CE 1/CPE 1

Julie P. Novak, RTSBA on May 12, 2020

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

Purchasing Award of Merit

This informational session discusses the latest revisions to TASBO's Purchasing Award of Merit (AOM) and how applying can improve your district's purchasing department. This prestigious recognition has been around for over a decade. Isn't it time your district is recognized for its professionalism and compliance? CE 1/CPE 1

Phillip Ellison, RTSBA, MBA, CPSM on May 5, 2020

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

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

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 July 30, 2019

Regular price: $255.00
Discounted member price $205.00
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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