1. 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

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

3. 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.

4. 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 .

5. 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

6. Purchasing Guidelines
Website has been re-organized to be more “departmental buyer friendly”

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

8. Training Courses

9. 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)

10. 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

11. 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

12. QUESTIONS?