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Fundamentals of Public Purchasing

Duration: 2 Days 8:00 a.m. – 5:00 p.m.

Continuing Education Hours: 16

Workshop Description:

The purpose of this seminar is to help those involved with the public purchasing process to understand the policies and procedures related to performing fundamental purchasing tasks. This training includes lecture and discussion as well as small group and hands-on exercises.

Who Should Attend:
  • Purchasers new to the government procurement process who need an overview of the fundamental functions of government procurement.
  • Any government employee authorized to purchase goods and services.
  • Government employees who wish to understand the purchasing process and how it impacts their operations.
Workshop:
  • Discussion of ethics and standards of conduct
  • Organization of the procurement function
  • Procurement authority
  • Public Information Act
  • Cooperative purchasing
  • The purchasing cycle
  • Purchasing methods
  • Source selection and solicitation
  • Receipt and tabulation
  • Evaluation and award
  • Receipt of goods and services
  • Payment
  • Property disposal
  • Proprietary/sole source purchases
  • Emergency purchases
  • Small/minority business programs
  • Procurement cards
Benefits of Attendance – participants will:
  • Explain the major elements of the Purchasing Cycle
  • Locate and use NIGP commodity codes
  • Understand the differences of using an IFB, RFP, RFQ, and RFI
  • List the 5 elements to include in an informal solicitation
  • Locate and use cooperative contracts
  • Find bidders using various source selection methods
  • Justify using proprietary or emergency purchases
  • Evaluate bid responses and complete a bid tabulation
  • Make award decisions based on evaluation factors
  • List the elements of a "3 way match" for payment
  • Know the 10 pieces of documentation to include in the purchasing file
What attendees say:
Kathy Wingate, Texas A&M AgriLife - "I felt I learned well from your style. Would take more classes with you as instructor. Good interaction, games, exercises, reviews were very good. You are organized and knowledgeable, I've sat through classes of same subject matter bored and sleepy. You made this very interesting."

Nicole Ricketts, Spring Branch ISD - "Extremely informative. Great examples and overall format of class and materials. I would highly recommend this class for people of all purchasing levels."

Barbara Hamlett, City of Pasadena - "You explained everything in clear, easy-to-understand terms. I felt that I have a better picture of the entire process and learned about new resources to improve my efficiency."

LaNell Hardy, DFW Airport - "Excellent"

Angie Stroman - University of North Texas Health Science Center - "I really enjoyed the interactive exercise."

Joyce Rodriguez, University of Texas - "Great! Enjoyed it!"

Unknown - "Being a new buyer for the city, this course certainly helps affirm/clarify a lot of the processes that the city has in place."

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