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3 Table of Contents Introduction... 1 Getting Started... 1 Special Note to Vendors... 1 Symbols to Keep in Mind... 1 Registration Instructions for Traditional Trainings... 2 NC Learning Center... 2 Integrated HR-Payroll System Users Formerly BEACON (State Agencies and Institutions)... 3 Non-System Users (Community Colleges and Universities)... 5 Job Aid Approving Your Employees LMS Training Requests... 6 Parking... 8 Traditional Trainings for State Employees... 8 Course s... 8 North Carolina Procurement... 8 E-Procurement... 9 equote Specification Writing Customizing Solicitation Forms Solicitation Documents & The Law: Explaining Legal Terms and Conditions in IFBs and RFPs. 12 Request for Proposals (RFP) Development & Evaluation...13 North Carolina Contract Administration & Monitoring Determining Technical Requirements for State Employee Online Trainings Software Reference Guide Online Trainings for State Employees Course s Advanced Purchasing Approving Process Catalog Approval Process equote Receiving Process... 20

4 Reporting Requisitioning Security Administration System Navigation Registration Instructions for NIGP Trainings Logistics NIGP The Institute for Public Procurement Trainings Course s Contract Administration in The Public Sector Certified Professional Public Buyer (CPPB) Prep Certified Public Procurement Officer (CPPO) Prep Technical Requirements for Vendor Online Trainings and Job Aids Software Reference Guide Online Trainings and Job Aids for Vendors Course s A Guide to NC Electronic Vendor Portal Registration Managing Contacts NC Electronic Vendor Portal (evp) Registration NC E-Procurement Billing Information Searching for Registered Vendors Updating Electronic Vendor Portal (evp) Account...31 Courses Under Development...31 Traditional Training Courses...31 Online Training Courses Course Schedule... 32

Introduction The Division of Purchase & Contract (P&C) offers valuable in-person and online training opportunities to employees of state agencies, community colleges, universities, and Vendors

5 Introduction The Division of Purchase & Contract (P&C) offers valuable in-person and online training opportunities to employees of state agencies, community colleges, universities, and Vendors interested in doing business with the state of North Carolina. This course catalog provides a brief description of each course, registration instructions, and technical requirements. For your convenience, we have also included a summary of all course offerings organized in alphabetical and chronological order. P&C will not have a permanent training space until March 2017, therefore any trainings scheduled before this date is subject to change. Every effort is made to plan and schedule courses six months in advance. Please continue to check P&C s website and the NC Learning Center frequently for added and updated course offerings. Please note that training courses developed by P&C will not include laws, rules, and processes related to purchasing information technology goods and services. Training for purchasing information technology goods and services is located on the IT Procurement Training website. Getting Started Special Note to Vendors Please keep in mind that the traditional trainings listed in this catalog are for state employees only. If you are a Vendor, please reference the list of online trainings and job aids within this catalog that are designed specifically to meet your needs. Symbols to Keep in Mind All online training courses with the NC electronic Vendor Portal logo indicates that the course was created, and is being offered and instructed by P&C. 6/5/2017 Division of Purchase & Contract P a g e 1

6 All traditional and online training courses with the Division of Purchase & Contract s logo indicates that the course was created, and is being offered and instructed by P&C. All traditional training courses with the NIGP The Institute for Public Procurement s logo indicates that the course was created, and is being offered and instructed by NIGP. All traditional and online training courses with the NC E-Procurement s logo indicates that the course was created, and is being offered and instructed by NC E- Procurement. Please note that these training courses are created specifically for those who use the E- Procurement system. Registration Instructions for Traditional Trainings NC Learning Center Registration for Division of Purchase & Contract courses is available through the NC Learning Center. All individuals employed with any state agency, department, institution, community college, or university governed by Chapter 143 Article 3 of the North Carolina General Statutes are eligible to attend the courses listed in this catalog. Registration instructions for state agencies and institutions are different from community colleges and universities. State agencies and institutions register using the Integrated HR-Payroll System and community colleges and universities adhere to instructions for non-system users. Please follow the instructions below as it relates to your place of employment. Furthermore, please find, proceeding these instructions, a job aid to assist your supervisor/ manager with approving your training request(s). 6/5/2017 Division of Purchase & Contract P a g e 2

Integrated HR-Payroll System Users Formerly BEACON (State Agencies and Institutions) If you are an Integrated HR-Payroll System (formerly BEACON) user, follow the instructions below to register.

7 Integrated HR-Payroll System Users Formerly BEACON (State Agencies and Institutions) If you are an Integrated HR-Payroll System (formerly BEACON) user, follow the instructions below to register. 1. Select next to sign in to the Integrated HR-Payroll System (formerly BEACON). 2. Enter your NCID user ID and password in the fields provided. 6/5/2017 Division of Purchase & Contract P a g e 3

3. Select the LMS & NCVIP tab and click on the submit button. AND 4. From the NC Learning Center home page, type P&C in the global search box located on the top right of the page. Press the enter key.

8 3. Select the LMS & NCVIP tab and click on the submit button. AND 4. From the NC Learning Center home page, type P&C in the global search box located on the top right of the page. Press the enter key. 5. Click on the course title to view the list of available offerings. 6. Select the request button to enroll in a course corresponding to the title you are interested in pursuing. 7. Your manager must go into the NC Learning Center and approve your request! 8. Wait for the registration confirmation from the NC Learning Center. 9. Please keep in mind that you are not registered until you receive a registration confirmation. 6/5/2017 Division of Purchase & Contract P a g e 4

Non-System Users (Community Colleges and Universities) Community college and university employees must first create an account with the NC Learning Center before registering for training courses.

9 Non-System Users (Community Colleges and Universities) Community college and university employees must first create an account with the NC Learning Center before registering for training courses. Once you create an account, follow the instructions below to register: 1. Type into your Web browser. You must use Internet Explorer! 2. Enter the login and password from when you created your account. 3. Click on the P&C logo on the home page. 4. Click on the title of the course to view a list of available dates. 5. Identify the date, location and time of the course you prefer. Then select the request button to choose a course corresponding to the title you are interested in pursuing. 6. Wait for the approval of your request. 7. Expect an from the NC Learning Center confirming your registration. 8. Please keep in mind that you are not registered until you receive a registration confirmation. 6/5/2017 Division of Purchase & Contract P a g e 5

Job Aid Approving Your Employees LMS Training Requests If you are a supervisor/ manager, please following the steps below for approving staff training requests

You will be brought to your action items tab. These items are separated by employee. This is your to do list in LMS/NCVIP. Start with your first employee.

10 Job Aid Approving Your Employees LMS Training Requests If you are a supervisor/ manager, please following the steps below for approving staff training requests in the NC Learning Center. 1. Log into BEACON. Select the LMS & NCVIP tab. Next, hover over the My Team tab, then click on My Team. 2. You will be brought to your action items tab. These items are separated by employee. This is your to do list in LMS/NCVIP. Start with your first employee. Find the training they are requesting on the left-hand side, then click the approve/deny link on the right-hand side. Please see example below. 6/5/2017 Division of Purchase & Contract P a g e 6

11 3. On the next screen, you can click view details to see more information about this particular class. You will then select your action of either approve, defer, or deny. You have the option of adding a comment in the box below, then click submit. Please see example below. 6/5/2017 Division of Purchase & Contract P a g e 7

12 Parking By March 2017, the Division of Purchase & Contract will have a new training space! The training center will be located at the Department of Administration s ground floor in room. Since the Department is located in downtown, it is highly recommended that you access the visitor parking map before arriving. Parking rates and payment methods are indicated on the map. Traditional Trainings for State Employees Course s Please note, the nine (9) trainings provided below are listed in sequential order with the NC Procurement training being the foundation for all traditional, instructor-led courses. North Carolina Procurement This instructor-led course provides a comprehensive overview of the procurement process for purchasing goods and services not related to information technology. The content of this course includes the following topics: basic principles of procurement, common terminology, governing regulations, delegation of authority, ethics, acquisition methods, procurement planning, developing specifications and scope of work, developing solicitations, solicitation documentation, competitive bidding, evaluation, terms and conditions, negotiation, resolution of protests and disputes, and best practices. This 3-day course is scheduled from 8:30 a.m. to 4:30 p.m. 6/5/2017 Division of Purchase & Contract P a g e 8

13 Please note: It is highly recommended for participants to take this class first before enrolling in other traditional, instructor-led courses. Target Audience Purchasing Agents, Purchasing Officers, End Users, Controllers, Auditors, etc. Schedule Dates Location Facility January NC Works Training Ctr. February 7 9 NC Works Training Ctr. March 7 9 DOA April Hickory Catawba Valley CC April DOA May 9 11 DOA June 6 8 DOA August DOA September DOA October 3 5 DOA November 7 9 DOA December DOA E-Procurement Target Audience This instructor-led course provides hands-on computer training in the use of the E-Procurement system. Learn system navigation, create requisitions, purchase orders, explore Statewide Term Contract catalogs, create folders, save searches, and other special features and benefits. This 1-day course is scheduled from 9 a.m. to 4:30 p.m. Please note: This course does not have a mandatory prerequisite. However, it is highly recommended to take NC Procurement before enrolling in this course. Purchasing Agents, Purchasing Officers and Requisitioners 6/5/2017 Division of Purchase & Contract P a g e 9

14 Schedule Dates Location Facility January 4 WTCC PSEC February 1 WTCC PSEC March 14 WTCC PSEC March 15 WTCC PSEC April 4 WTCC PSEC May 2 WTCC PSEC May 3 WTCC PSEC June 13 WTCC PSEC June 14 WTCC PSEC July 11 WTCC PSEC August 8 WTCC PSEC August 9 WTCC PSEC September 6 WTCC PSEC September 7 WTCC PSEC October 10 WTCC PSEC November 1 WTCC PSEC November 2 WTCC PSEC December 5 WTCC PSEC December 6 WTCC PSEC equote Prerequisite Target Audience This instructor-led course provides hands-on computer training on how to create and solicit quotations from E-Procurement registered Vendors. This 3-hour course is scheduled from 9 a.m. to 12 p.m. E-Procurement Purchasing Agents, Purchasing Officers and Requisitioners Schedule Dates Location Facility January 5 WTCC PSEC February 2 WTCC PSEC April 5 WTCC PSEC 6/5/2017 Division of Purchase & Contract P a g e 10

15 July 12 WTCC PSEC October 11 WTCC PSEC Specification Writing This instructor-led course explains the purpose of specification writing to obtain a commodity or service that will satisfy a particular need at an economical cost. In this course, participants will discuss how writing a specification relates to the sections of the Invitation for Bids (IFB), identify key components of a specification that makes it nonrestrictive and promotes competition, explore each type of specification, and determine when each type of specification is used for a particular need. This 1-day course is scheduled from 8:30 a.m. to 4:30 p.m. Please note: This course does not have a mandatory prerequisite. However, it is highly recommended to take the following courses prior to enrollment: NC Procurement, E-Procurement, and equote. Target Audience Purchasing Agents, Purchasing Officers and End Users Schedule Dates Location Facility January 24 SITP February 23 (Cancelled) Wilmington NC State Ports Authority March 23 DOA May 23 DOA June 22 DOA August 3 DOA September 25 DOA October 17 Fayetteville Fayetteville Tech October 31 DOA November 14 DOA December 21 DOA 6/5/2017 Division of Purchase & Contract P a g e 11

16 Customizing Solicitation Forms This instructor-led course provides a general overview of the new solicitation forms organization and functionality for procurement professionals and end users. This hands-on computer-based training will utilize Microsoft Word 2016 to maneuver through the solicitation forms and create agency specific documents. Learn how to add and edit text; change the size or appearance of text; modify lists, headers, footers, and tables; copy and paste text from one part of your document to another; add content or attachments to your document; and update the table of contents. This 4-hour course is scheduled from 8:30 a.m. to 12:30 p.m. Please note: This course does not have a mandatory prerequisite. However, it is highly recommended to take the following courses prior to enrollment: NC Procurement, E-Procurement, equote, and Specification Writing. Target Audience Purchasing Agents, Purchasing Officers and End Users Schedule Dates Location Facility February 14 OSC May 25 Garner NCDOT Solicitation Documents & The Law: Explaining Legal Terms and Conditions in IFBs and RFPs This instructor-led course includes a review of the legal significance of the organization and content of the state s Invitation for Bids (IFB) and Request for Proposals (RFP) templates. This course will focus on explaining why the 6/5/2017 Division of Purchase & Contract P a g e 12

17 sometimes obscure and puzzling provisions in the solicitation document are important for creating an effective and enforceable contract. This 1-day course is scheduled from 9 a.m. to 4:30 p.m. Please note: This course does not have a mandatory prerequisite. However, it is highly recommended to take the following courses prior to enrollment: NC Procurement, E-Procurement, equote, Specification Writing, and Customizing Solicitation Forms. Target Audience Purchasing Agents, Purchasing Officers, End Users, Contract Managers, Contract Administrators, Project Managers, Business Owners, Subject Matter Experts, etc. Schedule Dates Location Facility March 28 DOA June 1 DOA September 21 DOA December 7 DOA Request for Proposals (RFP) Development & Evaluation This instructor-led course is an in-depth study of Request for Proposals (RFP). This course is designed to help with planning an RFP, using standard solicitation documents, managing the RFP process and evaluating offers for purchases not related to information technology. This 2-day course is scheduled from 8:30 a.m. to 4:30 p.m. Please note: This course does not have a mandatory prerequisite. However, it is highly recommended to take the following courses prior to enrollment: NC Procurement, E-Procurement, equote, Specification Writing, Customizing Solicitation Forms, and Solicitation Documents & the Law. 6/5/2017 Division of Purchase & Contract P a g e 13

18 Target Audience Purchasing Agents, Purchasing Officers and End Users Schedule Dates Location Facility January SITP February (Cancelled) Wilmington NC State Ports Authority March DOA April Hickory TBD May DOA June DOA September DOA October Fayetteville Fayetteville Tech October DOA December 5-6 DOA North Carolina Contract Administration & Monitoring This instructor-led course includes the following topics: contract administration principles, terminology, roles and responsibilities of contract administrators, problem-solving, and best practices for individuals responsible for administering or managing contracts. This 1-day course is scheduled from 8:30 a.m. to 4:30 p.m. Please note: This course does not have a mandatory prerequisite. However, it is highly recommended to take the following courses prior to enrollment: NC Procurement, E-Procurement, equote, Specification Writing, Customizing Solicitation Forms, and Solicitation Documents & the Law. Target Audience Purchasing Agents, Purchasing Officers, End Users, Contract Administrators, Contract Managers, Project Managers, etc. Schedule Dates Location Facility 6/5/2017 Division of Purchase & Contract P a g e 14

19 January 31 DOA March 14 DOA April 6 DOA May 4 DOA June 21 DOA August 29 DOA September 19 DOA October 12 DOA November 16 DOA December 19 DOA Determining Target Audience This instructor-led course explains the basic elements of total cost of ownership (TCO) financial analysis for public procurement. This is an intermediate to advance course designed for advanced procurement professional who are faced with supporting acquisition decisions for various goods and services. Through case-based scenarios, discover all of the obvious costs and all of the hidden costs of ownership across the full life cycle of the acquisition. This 6.5-hour course is scheduled from 8:30 a.m. until 4 p.m. Advanced Purchasing Agents, Purchasing Officers and End Users Schedule Dates Location Facility March 29 DOA May 18 DOA August 2 DOA November 15 DOA 6/5/2017 Division of Purchase & Contract P a g e 15

20 Technical Requirements for State Employee Online Trainings Software Reference Guide Online courses developed by the Division of Purchase & Contract require participants to have an updated operating system, Web browser, and installed software to view content. Please review the following to ensure access to our valuable online learning opportunities. Operating System Internet Connection Web Browser Windows: XP Service Pack 3 and newer Mac: OSX 10.6 and newer Satellite, Cable, or DSL preferred over dial-up Windows: Internet Explorer 6 and later, Microsoft Edge (latest version), Firefox 1.x and later, Google Chrome (latest version), Opera 9.5 and later Mac: Safari 3 and later, Firefox 1.x and later, Google Chrome (latest version) HTML5 Linux: Firefox 1.x and later Windows: Google Chrome (latest version) Mac: Safari or later, Google Chrome (latest version) Apple ios Android OS Additional Plug-ins (may be required) Mobile: Safari in Apple ios 6 or later Articulate Mobile Player (available in itunes Store) - Apple IoS 6 or later on ipad Articulate Mobile Player (available in Google Play) Android OS 4.1 or later (optimized for tablets) Flash Player (version 10 or later) Adobe Reader Windows Media Player QuickTime (for Apple) Java Shockwave 6/5/2017 Division of Purchase & Contract P a g e 16

21 Online Trainings for State Employees Course s Advanced Purchasing This online course provides a detailed overview of the creation of change orders. By the end of this online course, participants will understand how to cancel purchase orders and resolve NCAS (North Carolina Accounting System) encumbrance failures. Please note: This course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Please be aware that this training course will only operate with Adobe Flash Player 10 or higher. Please see the Technical Requirements for Online Courses section for more information. Target Audience Length Interested? State Agency Purchasing Professionals Approximately 2 hrs. 20 mins. (if viewing from beginning to end) Begin the Advanced Purchasing Training Course here. Approving Process This online course discusses the approval flow tab and explains which users can act on them. Participants will also learn how to delegate approval authority and change notification preferences. There are two (2) trainings for this course; one is designated for state 6/5/2017 Division of Purchase & Contract P a g e 17

22 agencies and the other for community colleges and school systems. Please note: This course is NOT available for registration in the NC Learning Center. Both versions of this course are published on the NC E-Procurement website. Please be aware that these training courses will only operate with Adobe Flash Player 10 or higher. Please see the Technical Requirements for Online Courses section for more information. Target Audience Length Interested? State Agency, Community College, University/ Other School System Purchasing Professionals Approximately 2 hrs. 50 mins. (if viewing from beginning to end) Begin the Approving Process Training Course for State Agencies here. Begin the Approving Process Training Course for Community Colleges and School Systems here. Catalog Approval Process This online course provides contract administrators with essential skills to approve catalogs that have been submitted by contract Vendors. By the end of this online course, participants will understand what actions are required, the role of the content enablement team and the features available for reviewing catalogs in NC E- Procurement. Please note: This course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Please be aware that this training course will only operate with Adobe Flash Player 10 or higher. Please see the 6/5/2017 Division of Purchase & Contract P a g e 18

23 Technical Requirements for Online Courses section for more information. Target Audience Length Interested? Contract Administrators Approximately 1hr. 20 mins. (if viewing from beginning to end) Begin the Catalog Approval Process Training Course here. equote This online course explains how to initiate an equote, enter items, and select suppliers. Participants will also learn how to evaluate supplier responses and add them to a requisition. There are two (2) trainings for this course; one is designated for state agencies and the other for community colleges and school systems. Please note: This course is NOT available for registration in the NC Learning Center. Both versions of this course are published on the NC E-Procurement website. Please be aware that these training courses will only operate with Adobe Flash Player 10 or higher. Please see the Technical Requirements for Online Courses section for more information. Target Audience Length Interested? State Agency, Community College, University/ Other School System Purchasing Professionals Approximately 2 hrs. 25 mins. (if viewing from beginning to end) Begin the equote Training Course for State Agencies here. 6/5/2017 Division of Purchase & Contract P a g e 19

24 Begin the equote Training Course for Community Colleges & School Systems here. Receiving Process Target Audience This online course discusses the two types of receiving: how to receive and unreceive in the NC E-Procurement system. Please note: This course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Please be aware that this training course will only operate with Adobe Flash Player 10 or higher. Please see the Technical Requirements for Online Courses section for more information. State Agency Procurement Professionals Length Interested? Approximately 3 hrs. 10 mins. (if viewing from beginning to end) Begin the Receiving Process Training Course here. Reporting This online course offers participants an overview on the various reports that are available in NC E-Procurement. By the end of this online training course, participants will gain a better understanding of the reporting process and how to filter and save reports. There are two (2) trainings for this course; one is designated for state agencies and the other for community colleges and school systems. Please note: This course is NOT available for registration in the NC Learning Center. Both versions of this courses are published on the NC 6/5/2017 Division of Purchase & Contract P a g e 20

25 E-Procurement website. Please be aware that these training courses will only operate with Adobe Flash Player 10 or higher. Please see the Technical Requirements for Online Courses section for more information. Target Audience Length Interested? State Agency, Community College, University/ Other School System Purchasing Professionals Approximately 1 hr. 9 mins. (if viewing from beginning to end) Begin the Reporting Training Course for State Agencies here. Begin the Reporting Training Course for Community Colleges & School Systems here. Requisitioning Target Audience This online course provides steps to create an erequisition in NC E-Procurement. By the end of this online training course, participants will become familiar with Statewide Term Contract Catalogs and how to edit an existing erequisition. There are two (2) trainings for this course; one is designated for state agencies and the other for community colleges and school systems. Please note: This course is NOT available for registration in the NC Learning Center. Both versions of this course are published on the NC E-Procurement website. Please be aware that these training courses will only operate with Adobe Flash Player 10 or higher. Please see the Technical Requirements for Online Courses section for more information. State Agency, Community College, University/ Other School System Purchasing Professionals 6/5/2017 Division of Purchase & Contract P a g e 21

26 Length Interested? Approximately 3 hrs. 35 mins. (if viewing from beginning to end) Begin the Requisitioning Training Course for State Agencies here. Begin the Requisitioning Training Course for State Agencies here. Security Administration Target Audience Length Interested? This online course provides an overview of the security administrator role. By the end of this online course, participants will know how to create address and user maintenance eforms. This includes adding, deleting and updating addresses and user accounts. Please note: This course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Please be aware that this training course will only operate with Adobe Flash Player 10 or higher. Please see the Technical Requirements for Online Courses section for more information. Community College and School System Procurement Professionals Approximately 3 hrs. 11 mins. (if viewing from beginning to end) Begin the Security Administration Training Course here. 6/5/2017 Division of Purchase & Contract P a g e 22

27 System Navigation This online course offers an overview of NC E-Procurement. By the end of this online course, participants will be able to operate NC E-Procurement dashboard and the portlets available to customize their dashboard. Participants will also gain a better understanding of the system search fields and labeling transactions. Target Audience Length Interested? Please note that this course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Please be aware that this training course will only operate with Adobe Flash Player 10 or higher. Please see the Technical Requirements for Online Courses section for more information. State Agency Procurement Professionals Approximately 2 hrs. 44 mins. (if viewing from beginning to end) Begin the System Navigation Training Course here. Registration Instructions for NIGP Trainings Logistics The Division of Purchase & Contract has partnered with NIGP The Institute for Public Procurement to offer procurement training opportunities at a reduced cost. All classes will be offered at the NIGP membership rate. A cost savings of $200 for 3-day classes! 6/5/2017 Division of Purchase & Contract P a g e 23

28 Interested? Be sure to register as early as possible. Classes will be cancelled if there are less than ten (10) paid registered participants one month prior to the respective start date. It is also important to note that NIGP is responsible for all registrations and the process of payments. Please note Classes will be taught at either the Administration Building or the Juvenile Justice Central Office in. All classes are scheduled from 8 a.m. 5 p.m. If you plan to attend a class offered at the Administration Building, please be sure to enter the facility from Jones Street and bring a State Employee ID or driver s license to gain access. Classes are normally 8-hours and two to three days in length. No food or beverages will be provided, however, they are allowed in the classroom. The dress attire is business casual. Please refrain from wearing perfume or cologne since some attendees suffer from asthma and/ or allergies. Class Locations Department of Public Safety Juvenile Justice Conference Room 3010 Hammond Business Place, NC Department of Administration HRM Training Room, 2 nd Fl 116 W. Jones St., NC Registration For registration assistance please contact NIGP at (800) Hotels Near the Marriott City Center Department of 500 Fayetteville St. Administration, NC (919) Approximately 0.7 miles from DOA Holiday Inn Downtown 320 Hillsborough St., NC (919) Approximately 0.4 miles from DOA Holiday Inn Express & Suites NE Medical Center Area 3618 New Bern Ave., NC (919) /5/2017 Division of Purchase & Contract P a g e 24

29 Hotels Near the Department of Public Safety (DPS) Parking Approximately 6.2 miles from DOA Comfort Inn 2539 S. Saunders St., NC (919) Approximately 1.1 miles from DPS Wingate by Wyndham Garner/ South 1542 Mechanical Blvd. Garner, NC (919) Approximately 1.7 miles from DPS Best Western PLUS Edison Inn 1595 Mechanical Blvd. Garner, NC (919) Approximately 1.8 Miles from DPS The Department of Administration is located in downtown. Please access the visitor parking map. Parking rates and payment methods are indicated on the map. Parking at the Department of Public Safety is free and spaces are available on a first come, first serve basis. Please be sure to park in front of the building and enter Building 1 to access the conference room. NIGP The Institute for Public Procurement Trainings Course s Contract Administration in The Public Sector This class provides a framework for examining contract administration by focusing on essential elements of the discipline. The intent is for participants to develop a strong understanding of the complexities of contract administration and recognize the importance of planning, monitoring, and providing proactive insight and oversight 6/5/2017 Division of Purchase & Contract P a g e 25

30 of contract performance. Practical examples, discussion, group exercises and case studies will be used throughout the course. All classes are from 8 a.m. 5 p.m. Target Audience Contract Managers $700 per student Schedule Dates Location Facility Interested? January DOA Register now. Certified Professional Public Buyer (CPPB) Prep Target Audience In an effort to prepare candidates for the computer-based CPPB exam containing 190 questions, this course provides a review that addresses key information on topics identified in the 2013 UPPCC Body of Knowledge. Considered as a tool to help the student in assessing their own strengths and weaknesses as they relate to the subject matter, this course is only a part of the candidate s overall study plan for preparation. Candidates authorized to test should enroll in the course well in advance of the selected test date. Participation in this class does not guarantee success on the examination. All classes are from 8 a.m. 5 p.m. Intended for those who have qualified to take the CPPB Certification Exam by fulfilling the required time in the profession and continuing education. $500 per student Schedule Dates Location Facility Are You Eligible? February DPS Please reference the Universal Public Procurement Certification Council (UPPCC) website to see if you are eligible to become a certified professional public buyer. 6/5/2017 Division of Purchase & Contract P a g e 26

31 Interested? Register now. Certified Public Procurement Officer (CPPO) Prep Target Audience In an effort to prepare candidates for the computer-based CPPO exam containing 190 questions, this course provides a review that addresses key information on topics identified in the 2013 UPPCC Body of Knowledge. Considered as a tool to help the student in assessing their own strengths and weaknesses as they relate to the subject matter, this course is only a part of the candidate s overall study plan for preparation. Candidates authorized to test should enroll in the course well in advance of the selected test date. Participation in this class does not guarantee success on the examination. All classes are from 8 a.m. 5 p.m. Intended for those who have qualified to take the CPPO Certification Exam by fulfilling the required time in the profession and continuing education. $500 per student Schedule Dates Location Facility Are You Eligible? Interested? March DPS Please reference the Universal Public Procurement Certification Council (UPPCC) website to see if you are eligible to become a certified public procurement officer. Register now. 6/5/2017 Division of Purchase & Contract P a g e 27

32 Technical Requirements for Vendor Online Trainings and Job Aids Software Reference Guide The web-based trainings for Vendors are offered in an Adobe Flash format. To access these trainings, you will need Adobe Flash Player 10 or higher. In addition, these trainings are best viewed in either Internet Explorer or Mozilla Firefox. Furthermore, the job aids are provided in a PDF format. To ensure access to these online training opportunities, please review the following. Web Browser Windows: Internet Explorer 6 and later, Microsoft Edge (latest version), Firefox 1.x and later, Google Chrome (latest version), Opera 9.5 and later Mac: Safari 3 and later, Firefox 1.x and later, Google Chrome (latest version) Additional Plug-ins (may be required) Linux: Firefox 1.x and later Flash Player (version 10 or later) Adobe Reader Windows Media Player QuickTime (for Apple) Java Shockwave Online Trainings and Job Aids for Vendors Course s A Guide to NC Electronic Vendor Portal Registration This job aid is designed to show Vendors how to register for the NC electronic Vendor Portal (evp). After reviewing this job aid, Vendors will understand the steps required to complete the registration process. 6/5/2017 Division of Purchase & Contract P a g e 28

33 Please note that this course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Interested? View job aid for the NC electronic Vendor Portal here. Managing Contacts This training course will provide details about contacts and their roles. Vendors will learn how to manage contacts within the NC evp application. Please note that this course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Length Interested? Approximately 10 min. 11 sec. (if viewing from beginning to end) Begin the Managing Contacts Training Course here. NC Electronic Vendor Portal (evp) Registration This training is designed to show Vendors how to register for the electronic Vendor Portal (evp). At the completion of the training, Vendors will understand the steps required to complete the registration process. Please note that this course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Length Approximately 42 min. 54 sec. (if viewing from beginning to end) 6/5/2017 Division of Purchase & Contract P a g e 29

34 Interested? Begin the NC electronic Vendor Portal (evp) Registration Training Course here. NC E-Procurement Billing Information At the completion of this training, Vendors will become familiar with the NC E-Procurement billing process. The training will discuss how to review the Billing Information page, as well as how to view and download past invoices. Please note that this course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Length Interested? Approximately 6 min. 50 sec. (if viewing from beginning to end) Begin the NC E-Procurement Billing Information Training Course here. Searching for Registered Vendors At completion of this training course, Vendors will familiarize themselves with the Public Vendor Search page. This training will discuss how to use the search fields and filters to search for registered Vendors. Please note that this course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. 6/5/2017 Division of Purchase & Contract P a g e 30

35 Length Interested? Approximately 14 min. 07 sec. (if viewing from beginning to end) Begin the Searching for Registered Vendors Training Course here. Updating Electronic Vendor Portal (evp) Account At the completion of this training, Vendors will understand how to update evp account information. Vendors will learn how to update profile information and security questions, change account password, and update the company name. Please note that this course is NOT available for registration in the NC Learning Center. It is published on the NC E-Procurement website. Length Interested? Approximately 15 min. 25 sec. (if viewing from beginning to end) Begin the Updating electronic Vendor Portal (evp) Account Training Course here. Courses Under Development Traditional Training Courses As soon as courses are developed and released, agencies will be notified via IPS mass , the course catalog will be updated on the P&C website, and courses will be added to the NC Learning Center for registration. 6/5/2017 Division of Purchase & Contract P a g e 31

36 How to Write a Scope of Work Online Training Courses How to Do Business with the State Commodity Codes Purchasing Basics 2017 Course Schedule Date Course Title Location Facility & Address 1/4 E-Procurement Wake Tech s Public Safety 1/5 equote Wake Tech s Public Safety 1/10-1/12 1/17-1/19 NIGP: Contract Administration in the Public Sector Dept. of Administration HRM Training Room, 2 nd Floor NC Procurement NC Works Training Center 313 Chapanoke Road, Suite 140 1/24 Specification Writing Statewide IT Procurement 3900 Wake Forest Road 6/5/2017 Division of Purchase & Contract P a g e 32

37 Statewide IT Procurement 3900 Wake Forest Road Dept. of Administration HRM Training Room, 2 nd Floor 2/1 E-Procurement Wake Tech s Public Safety 2/2 equote Wake Tech s Public Safety 2/7-2/9 NC Procurement NC Works Training Center 313 Chapanoke Road, Suite 140 2/14 Customizing Solicitation Forms 2/15-2/16 1/25- RFP Development & 1/26 Evaluation 1/31 NC Contract Administration & Monitoring 2/21-2/22 NIGP: Certified Professional Public Buyer (CPPB) Prep RFP Development & Evaluation Wilmington Office of State Controller 3514 Bush St., (Coastal Room) Dept. of Public Safety 3010 Hammond Business Place NC State Ports Authority 2508 Burnett Blvd. (Cancelled) 2/23 Specification Writing Wilmington NC State Ports Authority 2508 Burnett Blvd. (Cancelled) 3/7-3/9 NC Procurement Dept. of Administration 3/14 E-Procurement Wake Tech s Public Safety 3/14 NC Contract Administration & Monitoring Dept. of Administration 3/15 E-Procurement Wake Tech s Public Safety 3/15-3/16 NIGP: Certified Public Procurement Officer (CPPO) Prep Dept. of Public Safety 3010 Hammond Business Place 6/5/2017 Division of Purchase & Contract P a g e 33

38 3/21-3/22 RFP Development & Evaluation Dept. of Administration 3/23 Specification Writing Dept. of Administration 3/28 Solicitation Documents & the Law Dept. of Administration 3/29 Determining Dept. of Administration 4/4 E-Procurement Wake Tech s Public Safety 4/5 equote Wake Tech s Public Safety 4/6 NC Contract Administration & Monitoring 4/18-4/20 4/25-4/27 Dept. of Administration NC Procurement Hickory Catawba Valley CC 2550 Hwy 70 SE, Dunbar Bldg., Room 582 NC Procurement Dept. of Administration 5/2 E-Procurement Wake Tech s Public Safety 5/3 E-Procurement Wake Tech s Public Safety 5/4 NC Contract Administration & Monitoring Dept. of Administration 5/9-5/11 NC Procurement Dept. of Administration 6/5/2017 Division of Purchase & Contract P a g e 34

39 5/16-5/17 RFP Development & Evaluation Dept. of Administration 5/18 Determining Dept. of Administration 5/23 Specification Writing Dept. of Administration 5/25 Customizing Solicitation Forms 6/1 Solicitation Documents & the Law Garner Dept. of Transportation 750 N. Greenfield Parkway Dept. of Administration 6/6-6/8 NC Procurement Dept. of Administration 6/13 E-Procurement Wake Tech s Public Safety 6/14 E-Procurement Wake Tech s Public Safety 6/21 NC Contract Administration & Monitoring Dept. of Administration 6/22 Specification Writing Dept. of Administration 6/28-6/29 RFP Development & Evaluation Dept. of Administration 7/11 E-Procurement Wake Tech s Public Safety 6/5/2017 Division of Purchase & Contract P a g e 35

40 7/12 equote Wake Tech s Public Safety 8/2 Determining Dept. of Administration 8/3 Specification Writing Dept. of Administration 8/8 E-Procurement Wake Tech s Public Safety 8/9 E-Procurement Wake Tech s Public Safety 8/22-8/24 NC Procurement Dept. of Administration 8/29 NC Contract Administration & Monitoring Dept. of Administration 9/6 E-Procurement Wake Tech s Public Safety 9/7 E-Procurement Wake Tech s Public Safety 9/12-9/14 NC Procurement Dept. of Administration 9/19 NC Contract Administration & Monitoring 9/21 Solicitation Documents & the Law Dept. of Administration Dept. of Administration 6/5/2017 Division of Purchase & Contract P a g e 36

41 9/25 Specification Writing Dept. of Administration 9/27-9/28 10/3-10/5 RFP Development & Evaluation Dept. of Administration NC Procurement Dept. of Administration 10/10 E-Procurement Wake Tech s Public Safety 10/11 equote Wake Tech s Public Safety 10/12 NC Contract Administration & Monitoring Dept. of Administration 10/17 Specification Writing Fayetteville Fayetteville Tech CC 2201 Hull Road McLean Bldg., Room /18-10/19 10/24-10/25 RFP Development & Evaluation RFP Development & Evaluation Fayetteville Fayetteville Tech CC 2201 Hull Road McLean Bldg., Room 170 Dept. of Administration 10/31 Specification Writing Dept. of Administration 11/1 E-Procurement Wake Tech s Public Safety 11/2 E-Procurement Wake Tech s Public Safety 6/5/2017 Division of Purchase & Contract P a g e 37

42 11/7-11/9 NC Procurement Dept. of Administration 11/14 Specification Writing Dept. of Administration 11/15 Determining Dept. of Administration 11/16 NC Contract Administration & Monitoring Dept. of Administration 12/5 E-Procurement Wake Tech s Public Safety 12/5-12/6 RFP Development & Evaluation Dept. of Administration 12/6 E-Procurement Wake Tech s Public Safety 12/7 Solicitation Documents & the Law 12/12-12/14 Dept. of Administration NC Procurement Dept. of Administration 12/19 NC Contract Administration & Monitoring Dept. of Administration 12/21 Specification Writing Dept. of Administration 6/5/2017 Division of Purchase & Contract P a g e 38