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Purchasing

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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

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

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: 1.00

Michael Levin, Amazon Business K-12

Regular price: $50.00
Discounted member price $0.00
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

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

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. TASBO has a recorded webinar and manual template available under eLearning opportunities. 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

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

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