Report Looking Ahead TASBO committee leaders discuss important issues and how to handle them during the new school year
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OFFICIAL MAGAZINE OF THE TEXAS ASSOCIATION OF SCHOOL BUSINESS OFFICIALS VOL 46 ISSUE 3 AUGUST 2021 Report Looking Ahead TASBO committee leaders discuss important issues and how to handle them during the new school year
3 1-800-260-2776 | www.SchoolOutfitters.com Events September 15 | Richardson November 10 | Richardson ACT100 Introduction To Accounting ACT104 Budget and Financial Planning September 15 | Round Rock PEIMS Fundamentals December 1 | Richardson ACT106 Financial Coding for Texas September 16-17 | Round Rock/ Schools Remote* PEIMS Academy *When registering for this event you will have the choice to attend in- September 27 | Austin/Remote* person or remotely. PEIMS for Principals Workshop September 28 | Austin/Remote* School Office Fundamentals October 18 | Denton Payroll Fundamentals Purchasing compliance, guaranteed October 18 | Denton Personnel Fundamentals Contracts · Co-ops · Piggybacking October 19-20 | Denton/Remote* Payroll & Personnel Academy October 20 | Denton Purchasing Fundamentals At School Outfitters, we understand that meeting your district’s unique purchasing What makes us different October 21 | Victoria rules is critical to having a hassle-free Investment Training Workshop Ready-to-ship inventory shopping experience. That’s why we’re an Find the products you need, October 21-22 | Denton/Remote* authorized vendor on co-ops and contracts Purchasing Academy in stock and ready to ship. across the country and throughout Texas. October 26 | Austin Our contract specialists have years MGT303 Approaches To Leadership Objective-driven space planning and Management of expertise navigating school district Plan your spaces around your regulations and state laws. We’ll answer October 28 | Austin specific educational goals. your questions, find the best pricing for your State Aid Template Workshop for ISDs district and file your compliance paperwork. November 2 | Victoria Multi-phase project management State Aid Template Workshop for ISDs It’s no wonder 97% of U.S. school districts Work with experts who know how trust our expert services for their furniture to manage large, complex projects. November 3-4 | Houston/Remote* and equipment projects. Accounting & Finance Academy School Outfitters is an authorized Texas November 4-5 | Houston Custom purchase programs School Operations Conference state vendor on these contracts: Get custom pricing, products • BuyBoard and services for your district. November 9-10 | Pflugerville/ Remote* • TIPS Synergy (Finance + Special Ed) • GoodBuy Hassle-free installation • ESC contracts (multiple) Tap into our network of reliable LEARN MORE AND REGISTER AT TASBO.ORG/EVENTS installers for customized installation. • District contracts (multiple)
4 Report Activity fund management is INSIDE THE OFFICIAL MAGAZINE OF THE Texas Association of School Business Officials challenging. But it THIS doesn’t have to be. ISSUE 17,000 schools from districts across Staff Contributors Justin Ables, CAE Becky Bunte, CTSBO, CAE North America including Klein, Austin Amanda Brownson, Ph.D. & Tomball rely on SchoolCash. Linda Dufault Tom Greer, CAE Rose Grandon, CAE Bob Hart Cover Alyssa Hobbs Lisa Krabbenhoft, CAE Hot Topics Jason Meek, RTSBA Committee Q&A’s 24 Kathy Swanson, CAE Transportation Hot Topic: ELDT and What Learn more about SchoolCash TASBO Board of Directors Does It Mean for School Districts 40 President K E V G R O U P . C O M Darrell Dodds, RTSBA | Midland ISD Stolen Catalytic Converter Cases Surge 45 President-Elect Jennifer Land, RTSBA, CPA | Pflugerville ISD Vice President Rachea’ (Shay) Adams, RTSBA | Little Elm ISD Features Records Management Immediate Past President Michele Trongaard, RTSBA, CPA, SFO | Mansfield ISD President’s Perspective Simplified Executive Director Tracy Ginsburg, Ed.D., CAE Adapting to Leadership Change 6 RCI Digital Student™ From the Director TASBO Directors Lessons from the Sea 10 Convert PaPer... ...To PDFs! Elaine Cogburn, RTSBA, CPA | Leander ISD Jennifer DuPlessis, RTSBA | Lovejoy ISD Happy Retirement: Linda Dufault 16 Phillip Ellison, RTSBA, MBA, CPSM | Spring ISD Karen Smith: ASBO Distinguished Eagle Derek Gillard, RTSBA | Pasadena ISD Award Recipient 21 Jeffri Orosco, RTSBA | Pflugerville ISD Dr. Jesus Amezcua: ASBO Pinnacle of Eduardo Ramos, RTSBA | Austin ISD Convert to Electronic Permanent Records Mark Vechione, RTSBA | Northwest ISD Achievement Award Recipient 23 Meritza Webb, RTSBA, CSRM, MBA, MPM | Irving ISD Meet Crossroads Area ASBO 50 • Save Money • reduce Space Heather Wilson, RTSBA | Canyon ISD • Improve access • Prevent Loss Member Spotlight: DeAnne Page 56 Each sponsor listed on the following pages has paid a fee Take the First Step: Call RCI to Learn More! to the Texas Association of School Business Officials for its participation as a sponsor of its programs. Published by (877) 363-4127 SI NE SS SPON S OR • BU • Texas Association of School Business Officials 5920 W William Cannon Dr Bldg 1 Ste 200 | Austin, TX 78749 www.RCITech.com 512.462.1711 | www.tasbo.org
P R E S I D E N T ’ S P E R S PEC T I VE 6 Adapting to Leadership Change “Even though the leadership in the district may change, our mission and purpose do not.” Darrell Dodds, RTSBA TASBO Board President A change in leadership can happen in many ways, and for any position, you may hold as a adjust if needed to support those changes. I have worked with several types of school business official. Many of you leaders or leadership styles. I have have experienced a change in worked with first-time superintendents leadership during your career. A and those who have had years of change may be in the school board, experience. Some may be strong in superintendent, supervisor. Or, your academics or operations, or finance, role may have changed. I have had depending on their background and leadership changes in my what seems experience. As a business official, you short career of 19 years in the school need to assess the leadership strengths business. I have had seven and offer your expertise to help the superintendents and six interim supervisor for the benefit of the superintendents in my career. And, I district. This type of “Managing Up” have been an interim superintendent works well when teams can in two different districts. complement each other’s subject- Every board of trustee election can matter expertise. bring change for your district. The Even though the leadership in the board is the best contact with your district may change, our mission and community. Most are not educators, purpose do not. That is to keep our yet they volunteer their time to help focus on the needs of our students and shape the district, along with the staff that we serve. At the end of the superintendent, staff and day, that is the most important thing stakeholders. Each time there is a that we can do. change on the board, the dynamics of the board and direction of the district may shift. You must be willing to
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FROM THE DIRECTOR 10 11 Lessons from when we arrived at the dock, the wind had been blowing all night and the seas Whoops. The Ginsburgs may have picked the wrong time the Sea were angry. The captain was a seasoned sailor who was emphatic that to honor Uncle Arnie. it was now or never, the weather was only going to get worse and that we would be okay if we left NOW. We placed our trust in him, climbed in the boat, without life jackets, in a nor’easter. What was I thinking? We’d been away from shore about 30 seconds when I realized just how foolish our decision to sail was and wanted to turn back. I was committed, as were my family members, so I held on for dear life and tried as hard as I could to summon my courage. The ride was very choppy and when the boat lifted several feet out of the water T his past month Steve and I and turned on its side, the captain Tracy Ginsburg decided that maybe it was time to traveled to Ogunquit, Maine, Ed.D., CAE change course and head back to shore. meaning beautiful place by the TASBO Executive Director None of us were fully prepared for our sea, for a memorial service for his Uncle Arnie. Generations of Steve’s adventure. family have lived and played in I’m not sure that our experience at sea jacket, you have a life jacket through Ogunquit, so a decision was made to is unlike what you are facing as you your membership with TASBO. Each also rent a sailboat and spread his begin the school year. I don’t think member of our team is here to serve father’s ashes while the extended any of us had the Delta variant in our and is absolutely committed to family was gathered. back-to-school plans. Texas remaining your “trusted resource in “We placed our trust in him, Late summer is one of my favorite experienced a brief respite from school finance and operations.” climbed in the boat, without times to travel to Maine – the flowers COVID during the last few months. I are in full bloom, lobsters are in think we were all full of hope and I recently attended the Vincent Van Gogh exhibition in Austin and saw a life jackets, in a nor’easter. plentiful supply, and the weather is optimism and the prospect of a quote from a letter he wrote to his What was I thinking?” wonderful. Mother Nature had other “normal” school year. Alas, it feels a brother that included in part “the point plans for us this year and to say things little bit like March 2020 and the is nevertheless to revive and have did not go as planned this trip would COVID version of Groundhog Day. courage, even though things don’t turn be an understatement. In fact, the I’m thankful for you and for all you do, out as one first thought.” This past weather was a summer version of a but I also know how exhausted you year provided the TASBO team with nor’easter storm. must be trying to anticipate the needs multiple opportunities to display I had many second thoughts about the of your students while balancing the courage and adjust so that we could entire boating adventure. The radar concerns of your parents and respond to your needs. the morning of the sail was a deep community as we begin dealing with TASBO staff recognized early on that shade of red and predicted to stay that the impact of the virus yet again. But virtual learning was an important way most of the day. It was raining unlike me, who set sail without a life capability that we needed to build Continued on page 12
12 Continued from page 11 Knowledgeable solutions upon. Staff quickly recognized that for from a market leader in K-12* many of our members, virtual learning is the only way to participate in Experience the difference AIG Retirement Services professional development because of can offer to K-12 retirement plan sponsors. family obligations, travel distance or budgetary constraints. * Source: LIMRA SRI Not-for-Profit Retirement Market Survey 09/30/2019. Based on total assets in a survey of 25 major companies. TASBO will continue to offer academies in a hybrid format this fall. We hope that you will choose to join us Proud sponsor in partnership with TASBO www.aig.com/RetirementServices in person but we will be happy to accommodate you if you can only Envision MORE with AIG attend virtually. Rest assured that our CALL 1-888-478-7020 CLICK aig.com/RetirementServices Kristen Hrncir, CFP® - Senior District Vice President in-person events will be structured in (832) 471-0128 or Kristen.Hrncir@aig.com such a manner to prioritize your health 2777 Allen Parkway, RP-01, Houston, TX 77019 and safety. AIG Retirement Services represents AIG member companies — The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO). All are members of American International Group, Inc. (AIG). © American International Group, Inc. All rights reserved. We have broadened our eLearning VC 28998 (01/2020) J426203 ER Team with the addition of former board member, Brenda Richmond as the Director of Instructional Technology. TASBO also added two new faces recently - Matt Fulmer and Kyle Wallace. Matt and Kyle have been tasked with improving the On-Demand Webinar: functionality of our existing content and expanding our online course offerings. Our goal is to provide 100+ certification courses in a virtual format Prioritizing K-12 Stimulus in the future. It’s a lofty goal, but I Funding Projects know this team will succeed! The past year has increased the need to The eLearning Team is rounded out by prioritize health and safety in your school long-time TASBO employee, Rene facilities projects. Luckily, federal stimulus Turney who will facilitate our funding is available to help. But how should webinars. Brenda has recently audited you put your limited funds to use? our webinar library to ensure that the Hear how the Superintendent from Los library of prerecorded webinars is Lunas Schools in New Mexico is addressing timely and relevant. Do you have a COVID-19 safety in building projects, topic that you would like to share? I Past Board Member Brenda Richmond (right) joins the using stimulus funds strategically and know Brenda would welcome hearing TASBO staff along with Past Board Member Becky Estrada, streamlining construction procurement from you as we seek to increase our Kyle Wallace, and Matt Fulmer. to save time and money. webinar content. The Center for School Finance is a Continued on page 14 Click here to watch now or visit gordian.com/TASBO2021
14 Continued from page 12 relatively new offering from TASBO for request a private training specific to our members. We were hopeful that at your district. least 40 districts would see the value in Another “life jacket” we have in place the service in our first year of are partnerships with other like- existence. Today I’m proud to share minded associations to work as a that district memberships in the collective group and provide our Center for School Finance total more members with what they need. TASA, than 190 school districts serving more TASB, and TASBO have joined than 600 members. together to offer budget development Thank you for placing your trust in training for school district teams. The Research and Policy Team to assist Budget Cohort model is based upon your district with state funding the superintendent, CFO, chief estimations and other school finance curriculum, and human resources questions. TASBO will add an officers attending the training together. additional team member later this fall I have never been prouder to be a to ensure that we are able to continue school business official than I was last growing the program while providing year. We all held on together and the highest level of customer service. weathered many challenges and We’re also excited to welcome Becky opportunities to ensure that the Estrada as a full-time TASBO children of Texas received the employee beginning September 1st. education that they need and deserve. Becky will be a tremendous asset to The Texas constitution eloquently both TASBO and to our members, as states, “A general diffusion of Education Associate. knowledge being essential to the preservation of the liberties and rights This fall TASBO will welcome the sixth of the people, it shall be the duty of the class of Emerging Leaders. It has been Legislature of the State to establish an absolute joy to watch the alumni of and make suitable provision for the the program spread their wings and support and maintenance of an become leaders in school finance and efficient system of public free schools.” operations. I cannot wait to see what Thank you for working to provide the the 26 individuals who are part of this resources for our teachers and students year’s cohort will achieve. so that every student can succeed and In addition, to the Emerging Leaders prosper. Program, TASBO will continue to offer William Butler Yeats was credited with the Leadership Fundamentals program saying, “Think where man’s glory most which is tailored for newly minted begins and ends, and say my glory was supervisors and the Orange Frog I had such friends.” You are the glory program which is designed to bring who provides for the students of Texas. positivity to the workplace. TASBO I’m so very thankful that you are here will offer these programs periodically and are a part of TASBO. Thank you. throughout the year or you may
16 17 HAPPY RETIREMENT! 16 TASBO Wishes Linda Dufault a 17 LINDA DUFAULT Happy Retirement Let’s Wish A fter dutifully serving TASBO for 14 years, Credential Specialist Linda Dufault is set to retire Texas’s Oldest Linda Dufault a effective August 31. Linda has helped thousands of and Largest Local Government Investment Pool ENERGY PROGRAM Happy Retirement members earn and retain their certification. She was a friendly face at The only pool sponsored by the conferences and helpful to her Texas Comptroller of Public colleagues. Accounts, TexPool is currently used by over 2,500 entities “Linda set the standard for dedication for their short-term investment to members and those seeking needs. Assets are managed and certification,” said TASBO Executive serviced by Federated Hermes, Director Tracy Ginsburg. “We’re going one of the largest managers of to miss her greatly in the office, but AAA-rated money market A look forward to hearing about her portfolios in the country.1 adventures, since she’s an avid traveler.” Participant services provided include: fter dutifully serving TASBO is set to welcome Heather Lee in her position, who will work closely ▪ trading, reporting TASBO for 16 years, with Lisa Krabbenhoft, Director of and inquiries Credentialing Specialist Certification. ▪ vendor payment ▪ PFIA training Linda Dufault is set to retire Texas’s Oldest For more information about effective August 31. and Largest Local TexPool or TexPool Prime, Government ENERGY PROGRAM contact us at 1-866-TEX-POOL or visit We’ll miss you, Linda! Top: Linda Dufault in 2019. Bottom-left: Linda www.texpool.com. Linda has helped thousands of Investment Pool visits Westminister Hall. Bottom-right: 1 Source: iMoneyNet, Inc., 12/31/20. For more information on credit ratings, members earn and retain their Linda with Lisa Krabbenhoft at a visit standardandpoors.com. playground photoshoot. Credit ratings do not protect against market risk. Lyndsey Rieth certification. She was a friendly face at The only pool sponsored by the Energy Program Manager Federated Investment Counseling Q451348 (4/21) 713.585.5069 conferences and helpful to her Texas Comptroller of Public lyndsey.rieth@tips-usa.com colleagues. Accounts, TexPool is currently used by over 2,500 entities Q451348_2.2917X9.875.indd 1 4/26/2021 1:30:04 PM “Linda set the standard for dedication for their short-term investment to members and those seeking needs. Assets are managed and certification,” said TASBO Executive serviced by Federated Hermes, Director Tracy Ginsburg. “We’re going one of the largest managers of to miss her greatly in the office, but AAA-rated money market look forward to hearing about her portfolios in the country.1 adventures, since she’s an avid Participant services traveler.” provided include: TASBO is set to welcome Heather Lee in her position, who will work closely ▪ trading, reporting with Lisa Krabbenhoft, Director of and inquiries Certification. ▪ vendor payment ▪ PFIA training For more information about TexPool or TexPool Prime, contact us at 1-866-TEX-POOL or visit We’ll miss you, Linda! Top: Linda www.texpool.com. Dufault in 2019. Bottom-left: Linda visits Windsor Castle. Bottom-right: 1 Source: iMoneyNet, Inc., 12/31/20. For more information on credit ratings, Linda with Lisa Krabbenhoft at a visit standardandpoors.com. playground photoshoot. Credit ratings do not protect against market risk. Lyndsey Rieth Energy Program Manager Federated Investment Counseling Q451348 (4/21) 713.585.5069 lyndsey.rieth@tips-usa.com
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2021 H O N O R S ASBO Honors Karen Smith with Distinguished Eagle Award A SBO International recently named Cypress- Fairbanks ISD’s Karen Smith as one of three 2021 Distinguished Eagle Award recipients. ASBO International honors school business professionals who stop at nothing to be change-agents for the students in their district and beyond. She will be honored at the ASBO International Annual Committed to Conference in Milwaukee this coming October. helping educators Karen is currently the Chief Financial Officer for Cypress-Fairbanks ISD in the Houston area. She was President of the TASBO Board of Directors in Your dedication to helping children realize their potential and achieve their 2016-17 and was named the TASBO dreams is remarkable. We want to help you work toward achieving a Commitment to Excellence Recipient new principals their fiscal education, bilingual education, and meaningful retirement through a tailor-made strategy for educators. in 2020, when the conference was held responsibilities and district financial at-risk students. Parts of her testimony in Houston. processes. She also mentors new were included in subsequent Since 1859,* Equitable Financial has helped people build and secure their financial futures. Our A recognized leader in the field, Karen school business officials and presents legislation. 403(b) plan is designed to meet the specific needs of public service professionals. That’s just one Smith has 29 years of school business at local and national conferences. The Eagle Award is sponsored by reason why we are the #1 choice for K-12 educators.1 under her belt and currently oversees Smith is passionate about advocacy Equitable - who also sponsors the school business operations in the and helps state legislators understand TASBO Commitment to Excellence third-largest district in Texas. Explore your opportunities. Visit equitable.com/educators. the needs and concerns of school award program. Each Distinguished Recognizing the importance of districts and their students. She was Eagle Award recipient’s district is collaboration across the district, she * Applies exclusively to Equitable Financial Life Insurance Company. invited to testify before the Texas awarded $2500 for a high school 1 LIMRA, Not-for-Profit Survey, Q1 2020 results based on 403(b) assets, participants and contributions. developed a training program to teach Legislature on funding for special senior. Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY); Equitable Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). © 2021 Equitable Holdings, Inc. All rights reserved. GE-3334989 (11/20) (Exp. 11/22) | G1343061
2021 H O N O R S ASBO International Honors Dr. Jesus Amezcua with Pinnacle of Achievement Award ASBO International recognized Dr. Jesus Amezcua of Harris lifespan, Jesus, the superintendent, and board recognized County Department of Education as a 2021 Pinnacle of the need for a new, larger school to accommodate the Achievement Award Recipient. As one of three recipients, growing number of students in need of special services. The the award is part of the Pinnacle Awards that honors school, which opened in August 2020, serves students ages effective school business officials, who are experts at 5–22. Features include a low student-to-instructor ratio, combining experience with creativity to solve problems sensory rooms, a domestic living lab, and an innovative, facing 21st-century school districts. He will be honored, inclusive playground. along with the Pinnacle of Excellence Recipient at the ASBO The program was financed by negotiated lease revenue International Conference in Milwaukee this coming bonds through the district’s Public Facilities Corporation. October. Jesus’ department was able to secure a bank-qualified bond Serving Those Jesus is currently Assistant Superintendent for Business Services at the Harris County Department of Education (HCDE). When one of HCDE’s schools, which serves special at a low rate and use a combination of one-time fund balance money and new debt to pay for the $11 million school. Who Inspire needs students from several districts, reached the end of its She challenges others to dream, risk, and dig deeper into themselves CEI’s Promise to You: QUALITY, while she digs in her pockets. INTEGRITY, She’s invested in a future that’s HARD WORK, & much bigger than her, OVER 300 SUCCESSFUL but she has no portfolio. ISD PROJECTS COMPLETED She afflicts the comfortable and comforts the afflicted. But a modest sense of security is the only comfort she lacks. “Engineering design is key to start a Educators, we see you. facility; but good engineering is How can we serve you? “criical” for a long lassng facility”. Jeff Bresee, PE Explore our School District solutions at www.tcgservices.com/tasbo Contact us today for a free comprehensive 3030 LBJ Freeway, Suite 100 Dallas, Texas athleec facility analysis! 800.433.4173 | ceieng.com Retirement | Financial Wellness | Private Wealth jbresee@ceieng.com TCG Advisory Services, LLC accepts fiduciary responsibility for investment recommendations. Remember that all investing involves risk. 800.433.4173 jvalastro@ceieng.com
24 25 H O T T OP I C Q & A H O T TO P I C Q & A PEIMS Hot Topics T he PEIMS Research Committee is chaired by Dr. Julie J. Guillory from Fort Bend ISD. She was a 2020 RISE Award Recipient and frequent instructor and presenter. • Anticipation of pandemic-based changes • Remote-learning processes that may require new policy From the perspective of your position within school business, what have you learned this past year that • Procedural and protocol challenges/changes could benefit others? Definitely think outside the box with Plan “A”, Plan “B” and Plan “C”. Upcoming Training Like school districts, TASBO expanded its hybrid learning environment. What are the advantages and PEIMS Fundamentals | PEIMS Academy disadvantages of online continuing education? The annual PEIMS Academy provides a comprehensive TASBO has done a great job encompassing the learning look at relevant topics within this specific area of PEIMS modalities of various users. Whether it’s in-person, live administration. Connect with colleagues around the state online, or a live recording, there’s been an increase in the and hear from district leaders, key partners from manner in which learning can take place with TASBO. regulatory agencies, legal firms, and innovators within With the increase in virtual online learning, there are the industry. PEIMS Fundamentals precedes the sometimes unintended oral and/or visual distractions. Academy and is designed for those new to the profession Learners may think they can multi-task online, but that (within two years). may impact learning. Some potential distractions could PEIMS Fundamentals include, but are not limited to, Zoom backgrounds, September 15, 2021 | Round Rock inadvertent technical issues or environmental occurrences PEIMS Academy that can sidetrack what’s being discussed in an online or Septmber 16-17, 2021 | Round Rock virtual session. Hot Topics: We surveyed our research committee Any thoughts for others heading into this year? chairs and other area experts on the Pray. We all learn differently so demonstrating patience most pressing issues heading into and maintaining positive energy can yield successful online 2021-22 and different ways to Q&A on learning experiences! prepare, including upcoming training opportunities. Preparing for 2021-22
26 H OT T OP IC Q& A H O T TO P I C Q & A Accounting & Finance Accounting & Finance Research Committee Chair, Jeffri Orosco, receives her RISE Award in 2020. The RISE Award is eligible to members within their first 10 years of membership and recognizes activities T he Accounting & Finance Research like teaching courses and Hot Topics Committee is the largest committee. The current chair, Jeffri Orosco, was elected volunteering. to the TASBO Board of Directors in 2021. She’s served as Vice-President of the Capital Area • ESSER funding TASBO Affiliate and received the RISE Award in • Calculation of state aid 2020. • Procedures manual What type of Accounting & Finance training is still • Audits for federal Funds/ESSER optimal in-person? • Legislative updates and impacts Just from hearing comments from the Summary of Finance training in Pflugerville and Austin that I helped with, I feel that it is something that is better taught in-person so that Training & Resources Internal Audit you can get the hands-on help. It also needs to be broken T down further for those new in the profession. At the one in he Internal Audit Research Committee is Austin, the morning was great - step by step hand holding. chaired by Trish Potts, Internal Auditor TASBO Accounting & Finance Academy Then, the afternoon flew by with a lot of information given from Wichita Falls ISD. She also serves on Hold Harmless/ESSER II. at President for the Red River Area TASBO The annual Accounting & Finance Academy provides a affiliate. This committee has been instrumental comprehensive look at relevant topics within this specific Any thoughts for others heading into this year? in developing sessions for the Internal Audit area of school finance and operations. Academy and Workshops. needed from other districts. And, become involved in Stay involved with TASBO in regards to updates and read TASBO affiliate groups. November 3 - 4, 2021 | Omni Houston Galleria the online community digest each morning. Hot Topics From the perspective of your position within school business, what have you learned this past year that Center for School Finance could benefit others? The TASBO Policy & Research team provides members of • Auditing ESSER Funds Being flexible and willing to adjust your schedule goes a this service with regular updates and presentations, and • IT auditing long way. Making sure your recommendations are work closely with members to ensure they have what they • Auditing & tracking electronics for students and reasonable and obtainable. need to plan ahead for their district. Registration for the upcoming school year is opening soon. employees What type of training is best in-person? tasbo.org/center-for-school-finance • Auditing attendance/PIEMS I’ve observed more questions and issues are discussed • Audit work programs in-person than online. Budget Cohort Are there any new training offerings, updates, Any thoughts for others heading into this year TASA has joined with the TASB and TASBO to offer resources that members could use to help them Remind your administrators that internal audit adds value comprehensive budget development training for school address these hot topic issues? to your district and the staff are on your side to make the district teams. Registration for 2021-22 is opening soon. We just had the TASBO 2021 Internal Audit district the best possible. tasbo.org/events Academy that addressed many of the topics. You can also use TASBO Connect to address issues or resources
28 H OT T OP IC Q& A H O T TO P I C Q & A Purchasing & Supply Mgt Distribution T he Distribution & Inventory Research Committee is chaired by Todd Schultz, Director of Warehouse Services at Klein ISD. Hot Topics T he Purchasing & Supply Management Research Committee is active and fast- growing. The current chair, Phillip Ellison, & Inventory Hot Topics • Availability of supplies due to COVID was elected to the TASBO Board of Directors • Increased cost of products in 2021. He’s from Spring ISD and was a 2020 • How to spend ESSER Funds Commitment to Excellence Honoree. • Effective communication with suppliers • Commodity codes • Extended lead times From the perspective of your position within school • Purchasing Manual business, what have you learned this past year that From the perspective of your position within school • TDA and TEA audits could benefit others? business, what have you learned this past year that could benefit others? Be on top of things, but don’t knee-jerk to react to something. Careful consideration and dialog with your Maintaining good vendor relationships is key during Training & Resources colleagues pays off. emergencies and critical supply situations. Like school districts, TASBO expanded its hybrid Like school districts, TASBO expanded its hybrid learning environment. What are the advantages and learning environment. What are the advantages and Open Forum & Purchasing Forum disadvantages of online continuing education? disadvantages of online continuing education? School purchasing connects with a variety of other areas All types of training are best in-person. Quick meetings Board Member and Purchasing & Supply The ability to learn without the cost of travel is an in school finance & operations. The Open Forum is the that can be easily held virtually instead of traveling across Management Research Committee Chair advantage. The disadvantage of online training is that largest discussion community in TASBO Connect, but the the district, or state can now be done with platforms like Phillip Ellison presents at the 2020 TASBO there is no networking. Having taught a class this spring, Purchasing Community is one of the more active Zoom instead of on conference phone calls. Engage Conference in Houston. not seeing students was tough. committee-connected communities, available to members of that committee. Training & Resources Purchasing Fundamentals | Purchasing Academy DIS101 Online: Materials Management for School The annual Purchasing Academy provides a Districts comprehensive look at relevant topics within this specific This course provides an overview of materials management area of school finance and operations. Connect with functions. It will also address customer service; interfacing colleagues around the state and hear from district leaders, with purchasing; inventory systems; warehouse design; key partners from regulatory agencies, legal firms, and space requirements, and best practices for efficient innovators within the industry. Purchasing Fundamentals operations. precedes the Academy and is designed for those new to the profession (within two years). Purchasing Fundamentals October 20, 2021 | Denton Purchasing Academy October 21-22, 2021 | Denton
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32 H OT T OP IC Q& A H O T TO P I C Q & A Payroll Personnel T he Payroll Research Committee is chaired by T Round Rock ISD’s Tonya Davis, a frequent he Personnel Research Committee is chaired course instructor. This committee has been by Brandy Burnett, HR Director for Liberty- instrumental in providing subject-matter for the Eylau ISD. She became a member with Payroll & Personnel Academy. TASBO in 2017 and participated as a protege in the Personnel Mentoring Program. Hot Topics Hot Topics • State reporting • Retire/Rehire of TRS employees • TRS deadlines • Professional development requirements • FLSA/FMLA • Teacher incentive allotment and strategic compensation From the perspective of your position within school • Leaves and absences business, what have you learned this past year that Are there any new training offerings, updates, could benefit others? resources that members could use to help them Teamwork. Without it, no one is successful. address these hot topic issues? Like school districts, TASBO expanded its hybrid The combined Payroll & Personnel The best way I keep up with the changes is by being a part learning environment. What are the advantages and Academy takes place over two days, of the Personnel mentoring group and signing up to disadvantages of online continuing education? following a full-day of each Fundamentals receive the email notifications. Many members post training for each area. questions and answers daily regarding changes and Training is unique to each individual attending the training, and participants must be given the option of how they upcoming events. There are also many online courses and recorded offerings on TASBO. select their learning. As we all found out this last year, virtual learning was hard for some, while virtual was great Training & Resources Training & Resources for others. Virtual learning is a quick way to gather a group without expense of traveling and helps get you to training Payroll Fundamentals Payroll & Personnal Academy Training & Resources when your job duties restrict the ability to travel. Have you been in your personnel position for less than two The annual Payroll/Personnel Academy provides a Personnel Fundamentals Any thoughts for others heading into this year? years? TASBO Personnel Fundamentals has just what you comprehensive look at relevant topics within this specific need. Address the core skills that effectively guide area of school finance and operations. Examine current Have you been in your personnel position for less than two Work as a team and rely on TASBO as a resource to coordinators, directors, or supervisors in a specific school events, recent legislation, state and federal guidelines, and years? TASBO Personnel Fundamentals has just what you navigate the challenges this school year will bring. business capacity. best practices to successfully navigate the landscape of Texas need. Address the core skills that effectively guide schools. coordinators, directors, or supervisors in a specific school October 18, 2021 | Denton business capacity. October 19-21, 2021 | Denton October 18, 2021 | Denton
34 H OT T OP IC Q& A H O T TO P I C Q & A Maintenance & Operations T he Maintenance & Operations Research Committee is chaired by Kevin Wieghat, Director of Maintenance at Klein ISD. Hot Topics • Funding • Training and mentoring new leadership • Recruitment & retention From the perspective of your position within school business, what have you learned this past year that could benefit others? With the concerns of staffing and recruitment, we need to continue to think “outside the box.” Are there any new training offerings, updates, resources that members could use to help them address these hot topic issues? Our committee is working on some tracks in preparation of the TASBO School Operations Conference in November. The TASBO School Operations Conference includes break-out sessions on Facilities/Construction, Safety & Risk Management, and Transportation. This year’s conference takes place in Houston.
36 H OT T OP IC Q& A H O T TO P I C Q & A Information Technology Instructional Materials Hot Topics Chair Hot Topics T he Information Technology Research Committee is co-chaired by Life Member • TIMA Fund cuts Jillian Dorland Frankie Jackson and new TASBO employee and Life Member Brenda Richmond. • Delays in funding, with the amounts not yet known Instructional Materials & Distribution Coordinator • Technology funding opportunities – stimulus funding, Clear Creek ISD ESSER funding, E-Rate funding, CARES and other • Health and Physical Education up for adoption Are there any new training offerings, updates, funding. • Data Privacy with TEA legislative requirements resources that members could use to help them address these hot topic issues? • Funding for AP • Paper shortages Training & Resources • Technology project management There are basically three sources – TASBO, TCEA and TXT102 Online: Instructional Materials Mgt Procedures TETL - Texas Education Technology Leaders (formerly the • Cybersecurity and the latest most recent issues (it’s not Texas K-12 CTO Council, who changed their name in June In this course, participants will cover information pertaining as if the problems are going away) 2021). At the national level – CoSN and ASBO. to Senate Bill 6, discuss proclamations and the IM selection • Building trust with cloud service providers process with an understanding of the role a district What have you learned this past year that could help committee plays during a new adoption. • Hybrid learning and measures of support others? Focusing on the hot topics we referenced is crucial. Like school districts, TASBO expanded its hybrid learning environment. What are the advantages and disadvantages of online continuing education? E L E VAT I N G T E C H N O L O G Y S O L U T I O N S We learned during pandemic that eLearning can work. However, it does need to be developed in such a way to keep the learner engaged when remote/eLearning. Courses Made Exclusively in Texas that require a lot of collaboration are best in-person. to Empower Texas LEAs For 50 years, the Texas Computer Cooperative (TCC) has been the leader in delivering products and services that support Texas Local In 2016, Frankie Jackson Education Agencies (LEAs) in managing student and business was awarded the TASBO information. ASCENDER software is used by over 72% of Texas Commitment to LEAs and will continue to build on TCC's statewide success in Excellence for impact to compliance and reporting, empowering LEAs to make informed decisions through powerful yet flexible tools and applications. the profession and to TASBO. As a Life Member, she is still very active. EMPLOYEE CAREER PARENT PORTAL PORTAL PORTAL TEACHER STUDENT PORTAL PORTAL Business Information System Student Information System ASCENDER Administration www.ascendertx.com Streamlined - Efficient - Flexible Integrated - Compliant - Seamless Security - Control - Tailored
H O T TO P I C Q & A Safety & Risk Management Public Finance Offering Underwriting & Municipal Advisory Services to School Districts Throughout the State of Texas Hot Topics Chair $109.6 Billion Texas Combined Municipal Advisor/Underwriter • COVID protocols and impact on training, drills, and Lloyd Blaine, CSRM $55.9 Billion Texas Municipal Advisor Transactions safety Director Student Services and Safety/Security Royse City ISD $53.7 Billion Texas Underwriter Transactions • Malware, Randsomware attacks and liability $18.7 Billion Texas Public Education Transactions • Awareness of mental health impact on students, staff, Source: Municipal Advisory Council of Texas, June 1, 2011 to July 1, 2021. and parents Training & Resources • Trends in theft and loss • After-hours and extracurricular security TASBO School Operations Conference Contact us today! www.stifel.com/publicfinance November 4-5, 2021 | Houston 1300 Post Oak Boulevard, Suite 1550 | Houston, Texas 77056 Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE School Nutrition Getting Back to Chair T Business Together. he Texas Department of Agriculture (TDA) recently provided guidance on the new one- time summer Pandemic-Electonic Benefits Frank Milton, CTSBS Transfer (P-EBT). Sr. Manager, Nutrition Per the TDA, “The U.S. Department of Ag recently added a Houston ISD one-time summer P-EBT summer benefit. Eligible families may be able to receive an additional $375 to supplement Hot Topics their family’s budget during the covered summer period. Families that submit a household application before August • Expansion of Seamless Summer Option 28 and meet one of the following criteria may receive the Keeping up with the pace of change in financial reporting $375 Summer Pandemic-Electronic Benefit Transfer and compliance requirements is a challenge for all officials. • Supply chain issues and communication Whitley Penn advises clients on efficient methods because it (P-EBT) through a direct distribution from the Texas is time to get back to business, together. Contact an advisor • TDA waivers Health and Human Services Commission (HHSC). today. whitleypenn.com • PEIMS coding for new programs Schools should ensure parents can access the NSLP • Pandemic-Electronic Benefits Transfer (P-EBT) household application so families can obtain summer Visit https://yourtexasbenefits.com/Learn/Home PEBT benefits.”
F E AT UR E S T O RY 40 41 Transportation Recruiting and retaining On February 7, 2022, new provisions in the Code of Federal Regulations, bus drivers is a perennial Title 49, Part 380, pertaining to the challenge for many training of new entry-level commercial school districts across drivers will go into effect. Mandated by the Moving Ahead for Progress in the the state, one that has 21st Century Act, the new regulations certainly not been helped establish a national training provider by an ongoing pandemic. registry, administered by the Federal Now, new federal training Motor Carrier Safety Administration (FMCSA), with the goal of ensuring regulations are adding that only qualified commercial drivers another challenge to the will be behind the wheel — including mix. school buses. “What the federal government is trying to do is establish a standard training format, which all organizations who either train or employ commercial vehicle drivers abide by,” said Terry Transportation Hot Topic Temple ISD posted this picture on Penn, director of transportation for Twitter. It was the first group photo in Rockwall ISD. “If you are a school over a decade. “Can’t think of a district, and if you train your ELDT and What Does It Mean better time and better group. applicants to drive a school bus, then Appreciate you transportating our you’re going to be required to follow citizens to warm shelters during the these new rules.” for School Districts? ice storm. Love this heroic group” Called Entry-Level Driver Training - Superintendent Bobby Ott. (ELDT), the program sets the baseline requirements for training drivers who are obtaining a Class A or B Judy Marchman commercial driver’s license (CDL) for Freelance Writer the first time, upgrading an existing Class B CDL, or receiving a school bus, passenger, or hazardous materials endorsement for the first time. Current CDL holders are not affected. The new regulations actually relax certain requirements — for instance, there’s now no set number of hours for Continued on page 42
42 Continued from page 41 the training; the training provider person is eligible to take the exam. simply must show proof that the • In passing that exam, the applicant trainee was proficient in the receives their commercial learner’s Capital Building Program Solutions curriculum. But that sets up a key permit and can undergo the required Software - Service - Training - Controls question for school districts: to train or hands-on behind-the-wheel (BTW) not to train. Any district that plans to training. train its drivers must register with the new Training Provider Registry. • After the applicant completes that Here’s a breakdown of the ELDT training successfully, they are considered a fully certified bus driver. SOFTWARE AND process: • The registered trainer enters new bus The school district enters that certification in the registry, and the SERVICES TO MOVE driver applicants into the registry as well and provides a set training applicant can now take their skills test through the DPS for their license. YOUR CAPITAL curriculum. [Link: Texas CDL Testing Sites: DPS and Third-Party Testing: https://www. FACILITY PROGRAM FORWARD • Once the applicant has completed the dps.texas.gov/Internetforms/getForm. theory portion of the training and ashx?id=DL-95.pdf] passed the trainer’s test, the trainer will enter that information in the “The government wants to see that registry. certificate [in the registry] that SM supports that the trainee has • When the applicant goes to their completed all of the mandated training Texas Department of Public Safety K-12 Bond Program steps and that they are ready to go take office for the written CDL test, the DPS their CDL tests,” Penn said, adding Management Software can then verify via the registry that the Continued on page 44 Software to Manage Your Construction Program Construction Document Processing and Storage COLBI is an expert in school finance and construction. From first budget to final project closeout our tools provide everything you need to know in one place. COLBI has assisted over 190 school districts manage Facilities Assistance their capital facility programs well. Support Team Our software tools, training, and expertise help carry the heavy load of planning and executing your facility program creating a real-time environment of informed decision-making and quality reporting. Online Controlled Bidding and Other Submissions Jon Patterson Director of Business Development JPatterson@ColbiTech.com (951) 377-4266 ColbiTech.com PREMIER SPONSOR
44 45 Continued from page 42 that the goal is to ultimately have all certified commercial drivers in the program instead as an opportunity for districts to build a culture of Stolen Catalytic Converter registry. Setting up such a training program professionalism around bus drivers, which in the long term could lead to Cases Surge stronger recruitment and retention. could be a concern for some districts, particularly small districts, where “It’s that culture you build through David Wylie “transportation departments may not how you support them, how you build TASB Risk Management Fund be staffed adequately to meet the them, how you teach them, and how theory portion of the ELDT,” said you then carry through afterwards,” he If you’re looking to make a case for asking prices steadily higher. been relieved of its catalytic converter. Kayne Smith, Ph.D., director of said. “It’s a profession — because you managing risk in your schools, math Just look and listen for the red flags: transportation at Cypress-Fairbanks have to be certified to do this, and it’s In January 2020, an ounce of rhodium ISD and past president of the Texas not an easy certification to obtain.” might just be your strongest ally. • Roaring or rumbling sound that cost $6,000. Today, the price tag is Association of Pupil Transportation Consider the creative budgeting forced gets louder when you press the gas To help districts get on top of the new about $25,000 per ounce. (TAPT). “Larger districts, such as on Mobile, Alabama schools. pedal regulations, TAPT is providing So, what’s in it for thieves? Cy-Fair ISD, have full-time school bus Earlier this year, a thief stole catalytic • Spacious gap in the middle of the webinars and information from driver trainers who can facilitate the converters from 10 school buses. The “Most likely, these people are selling exhaust system FMSCA to its members, said Smith. classroom instruction, where smaller going rate to replace them is about them for $100 or $200 individually, Districts can also visit the FMCSA • Vehicle drives roughly or sputters districts may have to rely on the $3,000 each. That’s an eye-popping but that’s a quick bit of money to get website to learn more about the ELDT director or an identified responsible $30,000 in bus parts. And then there’s [sic] a couple minutes work,” Lufkin • Check engine light comes on regulations or to register as a training person who can provide this training.” the cost of towing the vehicle, which Police Detective J.B. Smith told KTRE provider: https://tpr.fmcsa.dot.gov. How to prevent catalytic converter can run hundreds of dollars for school News. Smith added that budget impacts theft TASBO is planning to cover the buses. would most likely be personnel-related New bill targets buyers and sellers requirements at the TASBO School Fleets make attractive targets because but that there could be costs associated Your schools can avoid unplanned House Bill 4110, which goes into effect Operations Conference in Houston, criminals can make off with multiple with the driver training curriculum as expenses and operational hiccups that September 1, 2021, requires metal November 4-5. catalytic converters from a single well. A district that registers as a come with catalytic converter theft— recycling companies that buy catalytic location. trainer must have the available without investing in high-dollar converters to submit the seller’s name resources to provide not only the security equipment. Use these tips to protect your and thumbprints to the State. theory curriculum based on the organization from catalytic converter Catalytic converter basics Other required records include the theft. Section 380 requirements but also in-person behind-the-wheel (BTW) That muffler-looking part under a year, make, model, and vehicle Guard your vehicles training, unless they use a third-party vehicle is the catalytic converter. Its identification number (VIN) the job is to change harmful carbon catalytic converter was removed from. • Park in secure, alarmed, well-lit vendor. But Penn pointed out that monoxide and other engine exhaust yards that have video surveillance. relying on a third-party vendor such as HB 4110 bill also dials up the crime a commercial driver training school into safer gases. Federal law has from Class A misdemeanor to felony. • Set vehicle alarms to be triggered could present a scheduling issue for required catalytic converters on by vibration. Diagnosing the crime districts depending on a vendor’s vehicles since 1981. • Consider overnight security for availability and proximity to the Catalytic converter theft doesn’t take What’s in it for thieves? additional protection. district. elaborate planning or precision timing. Catalytic converters are made of Criminals simply crawl under a vehicle, Secure your catalytic converters Whether the ELDT program could precious metals called platinum, usually at night, and saw off the • Etch VINs into catalytic affect recruitment and retention of bus palladium, and rhodium. All three are converter. The process takes minutes. converters. drivers remains uncertain, although harder to come by during the Smith said he believed the impact You don’t have to be a trained • Weld catalytic converters to pandemic because of a mining labor would be minimal. Penn sees the mechanic to know when a vehicle has vehicles. shortage. Shrinking supply has driven Continued on page 46
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