Procurement & Compliance Resources for PersonalFinanceLab

PersonalFinanceLab has been helping K-12 teachers teach real personal finance since 1990 (through the Stock-Trak family of tools). Most districts handle our data privacy through the Student Data Privacy Consortium (SDPC) process. If your state or district participates, you can usually generate and sign a one-page Exhibit E yourself in minutes. For anything else, we handle requests directly. If your state is highlighted, we already have a DPA on the SDPC website.

---

Student Data Privacy

We follow FERPA, COPPA, and state requirements so your legal and IT teams get what they need without delays. PersonalFinanceLab collects only the minimum data required for student accounts and progress tracking. We do not run ads, sell student information, or mine data for commercial use.

For data privacy agreements:

• Most U.S. districts use the Student Data Privacy Consortium (SDPC) framework. If your district participates, search for PersonalFinanceLab or Stock-Trak in the SDPC Resource Registry, generate the one-page Exhibit E, and sign it yourself. This covers your schools under standard terms. Direct link: privacy.a4l.org (search our product there).
• If your state or district is not covered by SDPC or needs a custom agreement, email us at privacy@StockTrak.com. We review and sign quickly—usually within a few days.

---

How to Get a Quote or Set Up a Purchase Order

• Reach out with your details. Use the quote request form on this page (or email sales@PersonalFinanceLab.com). Please include:
  • Your name and email
  • School or district name
  • State and ZIP code
  • Approximate number of students
  • Any specifics (e.g., Budget Game only, Stock Game only, or both games, branded site needs, budget notes etc.)
• We review and send a quote. Our team (assigned by territory) builds a tailored quote in our system and emails it to you, normally within 1-2 business days. Pricing accounts for student numbers, games selected, and any discounts (e.g., bulk discounts for 100+ students). If budgets are tight, please let us know—we can discuss options or check sponsorship eligibility.
• Review the quote and approve. Once you approve, your finance or procurement team creates the PO based on the quote details.
• We process payment and set up access. After PO receipt and payment, we activate licenses and handle onboarding (account setup, student rostering if needed). A dedicated manager follows up within 1 business day to make sure everything runs smoothly.

If your district needs us as a registered vendor before issuing the PO, please see the next section.

Request a Quote

---

Becoming a Registered Vendor (If Required by Your District)

Some districts require vendors to be registered in their system before they can issue a purchase order. If that's the case for you, here are the steps to follow:

• Email it to sales@PersonalFinanceLab.com.
• We review, fill out, sign, and return everything—typically within 1 week of receiving the complete packet.
• Common documents we provide on request: W-9 (U.S. entity), tax-exempt certificate if your school qualifies, single-source justification letter (when needed).

Once registered, your procurement team can move straight to creating the PO based on the quote we send.