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The Department of General Services, Procurement Division, and the California State University (CSU) are pleased to begin offering a series of Basic Acquisition Workshops designed to bridge the Basic and Intermediate Programs.
Between taking the Basic Acquisition Certificate Program and taking the Intermediate Acquisition Certificate Program, a state procurement professional will gain additional experience in state purchasing by attending Basic Acquisition Workshops. Prior to enrolling in the Intermediate Certificate Program, participants will be expected to attend at least two Basic Acquisition Workshops.
There are no prerequisites for most Basic Acquisition Workshops; however completion of the Basic Acquisition Certificate Program plus two Basic Workshops is a required prerequisite for enrollment in the Intermediate Acquisition Certificate Program.
Please click on the link above or call 916-278-4433 for further information on registration.
Documentation
Good documentation is essential. Learn the documentation requirements for all Non-IT Goods, IT Goods and Services and LPAs. Whether you buy adhesives or zip disks or anything in between you will benefit from this course. During this 1/2 day session you will learn:
- What documentation is required
- When it's required
- The essentials of good acquisition documentation practices
1/2 Day Session
(a.m. class 8:15-12:00)
(p.m. class 1:00-4:30)
Aug 21, 2007 a.m.
Aug 27, 2007 a.m.
Sep 5, 2007 a.m.
Sep 19, 2007 a.m.
Oct 10, 2007 a.m.
Oct 18, 2007 a.m.
Oct 25, 2007 a.m.
Oct 25, 2007 p.m.
Nov 1, 2007 a.m.
Feb 6, 2008 a.m.
Apr 17, 2008 a.m.
May 8, 2008 a.m.
Non-Competitively Bid
There is a time and a reason for Non-Competitively Bids (NCB). The trick is getting them right the first time. Learn the basic requirements for NCBs and the differences between NCBs for IT Goods and Services, Non-IT Goods and Non-IT Services. This workshop will provide you with the opportunity to review the NCB forms and write a justification for an NCB. By the end of this session you will be familiar with:
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When an NCB is necessary
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Exemptions to the NCB process
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The authority to proceed with an NCB
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The approval process for NCBs
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The NCB Contract Justification procedure and form
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Reporting requirements for NCBs
Aug 20, 2007
Sep 4, 2007
Sep 18, 2007
Sep 27, 2007
Oct 3, 2007
Oct 29, 2007
Nov 7, 2007
Feb 7, 2008
Mar 6, 2008
Apr 30, 2008
Evaluation Criteria
Evaluation criteria are a vital component of the procurement process. In this workshop you will learn:
- Criteria development and how to evaluate based on specific standards
- Mandatory and non-mandatory requirements
- How to avoid pitfalls of poor evaluation criteria in your solicitation
Aug 22, 2007
Sep 12, 2007
Sep 17, 2007
Oct 1, 2007
Oct 22, 2007
Nov 1, 2007
Nov 8, 2007
Feb 28, 2008
Apr 29, 2008
Services Contracting I
This two-day workshop provides an introduction to services contracting for new contract analysts, buyers, and program staff. You will be introduced to:
- Use of the State Contracting Manual (SCM)
- Issues and considerations regarding consulting services, legal services, and personal services contracts
- Discussion of other contract types such as Public Works, Information Technology (IT), and non-IT goods to compare the different acquisition processes
Prerequisite: None
Recommended for professional buyers with less than two years experience.
Aug 27-28, 2007
Oct 3-4, 2007
Apr 9-10, 2008
Services Contracting II
This workshop provides an in-depth study of services contracting for the professional buyer. This course includes:
· Instructor-facilitated team projects that include IFB/RFP development of evaluation criteria and statement of work.
· Additional team projects addressing issues in consultant services contracts, Master Services/CMAS, cost justification, PCC § 19130 justification, protests, contract language, and the non competitive bid (NCB) process.
Prerequisite: Services Contracting 1 or a minimum of 6 months experience as a professional buyer
This course is not currently offered. Please check back soon or call 916-278-4433 for information on future offerings.
Non-IT Goods under $5,000
The focus of this workshop is on Non-IT Goods under $5,000.
Upon completion of this workshop, new buyers will understand:
- Procurement- related terminology and acronyms
- How to use the Purchasing Authority Manual
- How to use pre-existing state programs and contracts
- How to do a competitive acquisition
- File documentation
Two Day Class
Sep 10-11, 2007
Sep 25-26, 2007
Oct 24-25, 2007
Oct 30-31, 2007
Jan 16-17, 2008
Mar 26-27, 2008
Apr 23-24, 2008
May 21-22, 2008
Statement of Work
The Statement of Work workshop will provide all staff who participates in the acquisition process basic concepts and discussion opportunities with real case study examples and sample documents. The workshop will include basic information such as:
- Definitions, general principles and types
- How to use the SOW/specification, guidelines and research techniques
- How to format, a review of samples, and a list of resources
- Responsibilities and determinations of the buyer and acquisition team
There will be hands-on exercises, tools, and materials as part of the in-class learning experience to demonstrate the concepts discussed in this session.
Two Day Class
Aug 23-24, 2007
Sep 6-7, 2007
Sep 26-27, 2007
Oct 17-18, 2007
Oct 30-31, 2007
Nov 5-6, 2007
Mar 12-13, 2008
Apr 21-22, 2008
May 19-20, 2008
Environmentally Preferable Purchasing (New)
This workshop will acquaint State buyers and other interested parties with California's Environmentally Preferable Purchasing (EPP) and State Agency Buy Recycled Campaign (SABRC) programs. Upon completion of the workshop students will understand:
- The elements of EPP
- How to identify key environmental atttributes of a product
- How to specify environmentally friendly or "green" products
- "Green" products available on State contracts
- How to use EPP Best Practices Manual
- How to interpret eco-labels and recognize "greenwashing"
- Elements of the SABRC program
- How to comply with SABRC reporting requirements
1/2 Day Session
1:00 - 4:30 (afternoon session only)
Aug 21, 2007
Sep 5, 2007
Oct 10, 2007
Feb 6, 2008
May 8, 2008
Commercially Useful Function (New)
This workshop will discuss the four requirements for certified firms to provide a Commerically Useful Function (CUF) and define the department's responsibility in identifying and documenting CUF. Upon completion of the workshop students will be able to:
- Define the meaning of CUF
- Identify the four requirements needed to determine CUF
- Define a department's responsibility as it applies to determining CUF for each individual contract
- Identify the available resources for CUF
1/2 Day Session
1:00 - 4:30 (afternoon session only)
Aug 27, 2007
Sep 19, 2007
Oct 22, 2007
Nov 7, 2007
Mar 21, 2008
Apr 17, 2008
May 16, 2008
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