Training Programs

Procurement Services and Accounts Payable provide several online and classroom training programs to assist in making purchases and payment.

Classroom Training Programs
The Financial Affairs divisions offers regularly scheduled classes for Budget Managers on various topics. Procurement Services and Accounts Payable generally teach the Budget Manager I and Budget Manager II courses. More information, including handouts, is available at the Financial Affairs Training page.

Individual/Department Training Programs
Procurement Services offers 1-on-1 and department training on demand for nearly any topic. To setup one of these programs, contact the office at x2-7510. Possible topics include:

• Purchasing Overview - Overview of the purchasing process, including vendor selection, purchasing methods, contracts, policies and salvage.

• eProcurement Overview - Review of how to use the eProcurement system to enter or check the status of requisitions, which was covered in Budget Manager II.

• ProCard Training (for cardholders or approving officials) - Required for all new cardholders or approving officials, this training details the restrictions and responsibilities associated with the ProCard.

• Bids & RFPs - Provides information on how to successfully conduct a bid or RFP for large purchases.

• Utilizing specific preferred vendors - Procurement can setup training between our preferred vendors and departments to walk through their products, services and processes.

Online Training
eProcurement Training
Academic Affairs Training : An excellent online resource for department budget managers. Includes video tutorials and more.

Presentations & Handouts
Budget Manager I materials
Budget Manager II materials: Introduction | eProcurement | Invoice Approval
New Manager Orientation: Managing Financial Resources
Management Standards Training: ProCards: Best Practices & Compliance Considerations
Supplier Preference Lookup
How to Open Mobious Reports in Excel

Other Related Training Programs
Office of the General Counsel
Office of Institutional Compliance
Office of Sponsored Programs & Research

If you still have questions please feel free to contact us.