Presented by The Committee of Senior Business Administrators Purchasing Boot Camp Presented by The Committee of Senior Business Administrators Team Members: Tanja Peterson Lindy Beasley Anna Blackmon Loretta Hayes Lori Mervish Jessica Li Jill Hobbs Tracy Fields

Presentation Topics Objective and Scope Team Findings Purchasing Website Training Courses Certificate Program & Professional Development Content Styling

Objective: To provide resources and information for Texas A&M employees to enhance understanding of purchasing guidelines and create a training program for those tasked with departmental purchasing duties. Scope: Identify recommendations to make information more readily available. Identify courses which will comprise a Purchasing certificate program. Recommend training for new and existing employees which are involved in their department procurement process. Outline improvements made.

Team Findings Information is readily available and accessible. Several departments are involved in providing information for procurement of goods and services. The only formal training required is the Disbursement of Funds and Travel training. Several TrainTraq online and in-person training courses are available, but not mandatory. It can be overwhelming and confusing to find the information that is needed .

Employee Resources Departments Involved Training classes Web Resources Procurement Services FMO (AP, Property, Payment Card Office) Contract Administration IT Accessibility Training classes Disbursement of Funds And Travel Training Purchasing Basics AggieBuy Shopping and Requisition Training AggieBuy Allocator Training AggieBuy Receiving Training Payment Card Training Web Resources purchasing.tamu.edu contracts.tamu.edu fmo.tamu.edu aggiebuy.tamu.edu comptroller.texas.gov/purchasing itaccessibility.tamu.edu

Purchasing Guidelines https://purchasing.tamu.edu/purchasing/ Website has been re-organized to be more “departmental buyer friendly”

Rules/Procedures/Regulations University Rules and SAPS TAMUS Policies and Regulations State of Texas Codes Other

Training Courses

Procurement Certificate Program Courses Required Disbursement of Funds and Travel Training (online, re-take every 2 years) Purchasing Basics (online, Train Traq) AggieBuy Shopping and Requisitions Training (Train Traq) Aggie Buy Allocator Training (Train Traq) Aggie Buy User Training (WebEx) Payment Card Training (online)

HR Professional Development Department Revised Shaping Plan: Recommending postponement of Orientation/On-boarding and A&M Innovates Conference until after Leading Self is implemented (estimated FY22) Business functional development will commence late FY20 into FY21

Improvements Purchasing.tamu.edu has been re-organized Training courses are up to date and available in TrainTraq Aggie Buy training is now available by WebEx in TrainTraq Disbursement of Funds training can be assigned by each department if they want to require more than the mandatory one time training The need and content for a formal program has been identified and is scheduled to be developed in FY20

QUESTIONS?