Your feedback can help improve the DGS website. Tell us what you think ×
Menu
Search

CalPCA Intermediate-Level Acquisitions Workshop

The Department of General Services, Procurement Division is pleased to offer a series of State Acquisition Workshops.

The Basic Acquisition Certificate is designed to provide a foundation platform of knowledge for state procurement professionals. Procurement professionals will gain a deeper understanding and additional experience in state purchasing by attending our intermediate-level State Acquisition Workshops.  

There are currently no prerequisites for the Acquisition Workshops.  However completion of the Basic Acquisition Certificate Program prior to attempting any of the other workshops offered will enable the student to get the most out of the training available.

Please click on the link above or email CalPCAHelp@dgs.ca.gov for further information on registration.

Acquisitions under $5,000


Acquisitions under $5000
3 Morning Webinar Course

This course is designed to give State of California procurement professionals the basic knowledge of acquisitions of Non-IT Goods, Non-IT services, and IT Goods and Services under $5000. This course is designed and intended for professional buyers with less than two years of procurement experience and who purchase items of a day-to-day nature and can be classified as an incidental buyer.

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions. 

Learning Objectives:

1.     Understand Procurement-related Terms, Authority and Approvals

2.     Introduction to the State Contracting Manuals

3.     Learn about Pre-Existing State Programs and Contracts

4.     Learn how to do a Fair and Reasonable Acquisition

5.     Importance of Properly Documenting your Procurement File

6.     Study the Evaluation and Award Process       

Upon completion, a participant should be able to: 

COMPETENCY

DEVELOPMENT INDICATORS 

Analytical Thinking

Make a systematic comparison of two or more alternatives.

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Approaching a task or problem and understanding the component parts and considering each part in detail.

Understanding codes, regulation and ethics. 

Decision Making

Making critical and timely decisions in pressure situations.

Take charge of a task when it is necessary to facilitate leadership, or ensure decisions are made.

Knowing what procurement program to utilize in given situations.

Understanding of the acquisition and award process.

Planning and Organizing

Understand the importance of pre-existing state programs and contracts

Anticipate and prepare for upcoming purchases, ensuring adequate funding is available and necessary authority is present.

Put items in sequential order and/or logical order for accurate file documentation.


The focus of this workshop is on the acquisitions of Non-IT Goods, Non-IT Services, and IT Goods
and Services 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

Recommended for professional buyers with less than two years of experience.

This course is offered in a webinar format.

Three-morning Online Webinar sessions

    9:00 a.m. - 12:00 p.m. (each morning)


Commercially Useful Function

Commercially Useful Function
1/2 Day Course – Webinar

This course is designed to cover the five requirements for certified firms to provide a Commercially Useful Function (CUF) and define the department’s responsibility in identifying and documenting CUF. This course is designed for professional buyers with less than two years of procurement experience.

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions. 

Learning Objectives:

1.     Ability to Define and Understand CUF

2.     Five Criteria to Determine CUF

3.     Define Responsibility and Determine CUF

4.     Resources Available for CUF

5.     Properly Document your File

Upon completion, a participant should be able to: 

COMPETENCY

DEVELOPMENT INDICATORS

Analytical Thinking

Understand the definition of CUF.

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Understand the five criteria needed to determine CUF.

Understanding codes, regulation and ethics. 

Decision Making

Making critical and timely decisions based on knowledge of CUF.

Take charge of a task when it is necessary to facilitate leadership, or ensure decisions are made.

Ability to define a department’s responsibility as it applies to determining CUF for each individual contract.

Planning and Organizing

Understand the importance of pre-existing state programs and contracts

Ability to identify available resources for CUF

Put items in sequential order and/or logical order for accurate file documentation.


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 five criterion 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 class - Morning session

        9:00 a.m. - 12:30 p.m.


1/2 Day class - Afternoon session

        1:00 p.m. - 4:30 p.m.

Contract Management

Contract Management

2 Morning Webinar

This course is designed to assist State employees who have been tasked with monitoring the delivery of goods or services, and to detail the steps of contract management.

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions.

Learning Objectives:

1.     Know and understand Basic Definitions

2.     General Principles of Contract Management

3.     Locate Resource Material in Administering Contracts

4.     Learn the Specifications of the Statement of Work (SOW)

5.     Understand the Relationship between department and contractors

6.     Know how to Handle situations where the goods or services are substandard

Upon completion, a participant should be able to: 

COMPETENCY

DEVELOPMENT INDICATORS 

Analytical Thinking

Understand the importance of SOW specifications

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Understand how to interact with contractors to ensure best possible outcomes.

Know what to do in the event, goods are services are substandard.

Decision Making

Making critical and timely decisions based on the contract.

Locate pertinent resource material to assist you in your administration of the contract.

Ability to track progress of the contract and make necessary decisions when needed.

Planning and Organizing

Understand the importance of the SOW and contract performance.

Ability to set bench marks to ensure contract terms and conditions are met.

Put items in sequential order and/or logical order for contract management.

This NEW workshop helps State employees tasked with monitoring delivery of goods or services, to unravel the mysteries of contract management.

This workshop includes:
    - Basic definitions
    - General principles
    - Where to look for helpful resources in administering Non-IT and IT goods and/or services contracts
    - How to understand basic Statement of Work specifications
    - How to work with contractors to ensure the best possible outcomes
    - What to do when goods or services are substandard


This workshop is given in both an in-person class, and online webinar format.

One-day In-Person Class 

    9:00 a.m. - 5:00 p.m. 


Two-morning Online Webinar sessions

    9:00 a.m. - 12:30 p.m. (each morning)

Environmentally Preferable Purchasing

Environmentally Preferable Purchasing
1/2 - Day Class

This course is designed to teach State buyers and other interested parties with California's Environmentally Preferable Purchasing (EPP) and State Agency Buy Recycled Campaign (SABRC) programs and requirements.  This course is designed for procurement professionals who are involved in the procurement process of goods and services for their department. 

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions. 

Learning Objectives:

1.     Elements of EPP

2.     Identify key environmental attributes of a product 

3.     Specify environmentally friendly or "green" products

4.     Search for "Green" products available on State contracts

5.     Learn how to use EPP Best Practices Manual

6.     Elements of the SABRC program

7.     Compliance with SABRC reporting requirements           

Upon completion, a participant should be able to:  

COMPETENCY

DEVELOPMENT INDICATORS 

Analytical Thinking

Make environmentally friendly purchases

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Approaching a task or problem and understanding the component parts and considering each part in detail.

Understanding components of a program 

Decision Making

Making critical and timely decisions in pressure situations.

Buying from State Contracts when available

Knowing what procurement program to utilize in given situations. 

Planning and Organizing

Understand the importance of pre-existing state programs and contracts

Research products that offer multiple benefits to State.

Documentation requirements to comply with existing programs.

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 class - Morning session

        9:00 a.m. - 12:30 p.m.

Evaluation Criteria

                                                            Evaluation Criteria
                                                                1 - Day Course


This course is designed to cover the topics of evaluation. The course will illustrate criteria and development and how to evaluate on specific standards.

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions. 

Learning Objectives:

1.     Ability to Define and Understand Evaluation Criteria

2.     Mandatory and Non-Mandatory Requirements

3.     How to Avoid Poor Evaluation Criteria

4.     Understanding your Department’s Policy regarding Evaluation

Upon completion, a participant should be able to: 

COMPETENCY

DEVELOPMENT INDICATORS

Analytical Thinking

Understand the definition of Evaluation Criteria.
Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Incorporating Department policy into process.

Understanding codes, regulation and ethics.

Decision Making

Making critical and timely decisions.

Take charge of a task when it is necessary to facilitate leadership, or ensure decisions are made.

Ability to define a department’s responsibility as it applies evaluation.

Planning and Organizing

Understand the importance of Department directives and policy.

Application of a systematic process for evaluation.

Put items in sequential order and/or logical order for accurate file documentation.

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

Full-Day class

        9:00 a.m. - 5:00 p.m.

Leveraged Procurement Agreements

Leveraged Purchase Agreements (LPA)
One - Day Course 

This one day course will teach the procurement professional the various Leveraged Procurement Agreements and when to use each type of agreement. The participant will learn which purchasing method to use to best meet each acquisition need.  This training will not only show you the procedures and special issues within each type of agreement, but will also give you hands-on experience while you search for contracts, vendors, products, and services.

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions.   

Learning Objectives: 

1.     Statewide Contracts

2.     Western States Contracting Alliance (WSCA)

3.     Master Agreements

4.     California Multiple Award Schedule (CMAS)

5.     State Price Schedules

6.     Software Licensing Program (SLP)             

Upon completion, a participant should be able to:  

COMPETENCY

DEVELOPMENT INDICATORS 

Analytical Thinking

Understand the various procurement methods to use.

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Understanding procedures and issues with the different agreements 

Decision Making

Making critical and timely decisions in pressure situations.

Knowing the various LPA options available.

Knowing which LPA will meet your procurement need and where to locate the service or good..

Planning and Organizing

Understand the importance of the State of California LPAs.

Anticipate and prepare for upcoming purchases,

Put items in sequential order and/or logical order for accurate file documentation.

This one day course will walk you through the various Leveraged Procurement Agreements and when to use each type of agreement.  You'll learn which purchasing method to use to best meet each acquisition need.  This training will not only show you the procedures and special issues within each type of agreement, but will also give you hands-on experience while you search for contracts, vendors, products, and services.  Upon completion of this workshop, students will review the following LPAs:

  • Statewide Contracts
  • Western States Contracting Alliance (WSCA)
  • Master Agreements
  • California Multiple Award Schedule (CMAS)
  • State Price Schedules 
  • SLP (Software Licensing Program)

Full-day class
    
        9:00 a.m. - 5:00 p.m.

Non-Competitive Bids

Non-Competitively-Bid
1/2 - Day Course

This course is designed to give State of California procurement professionals the understanding of what a Non
Competitively Bid  (NCB) is and how it works. This course is designed for professional buyers who purchase
goods and services for their department.

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions.  

Learning Objectives:

 1.     Explain What a NCB is and When It is Required

 2.     Write a NCB Justification Response

 3.     Market Research

 4.     Follow the Process for a NCB

 5.     Locate Resources to Conduct a NCB          

Upon completion, a participant should be able to: 

COMPETENCY

DEVELOPMENT INDICATORS 

Analytical Thinking

Develop a plan of action in the event that competition does not exist on a purchase.

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Understanding classification and codes. 

Decision Making

Making critical and timely decisions in pressure situations.

Take charge of a task when it is necessary to facilitate leadership, or ensure decisions are made.

Knowing when to when to submit a NCB request.

Understanding market research and justification.

Planning and Organizing

Understand the importance of the State of California promoting competition in all purchases.

Anticipate and prepare for alternative solutions.

Complete NCB package for quickest response.

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:

  • When an NCB is necessary
  • Exemptions to the NCB process
  • The authority to proceed with an NCB
  • The approval process for NCBs
  • The NCB Contract Justification procedure and form
  • Reporting requirements for NCBs

SB/DVBE Option

SB/DVBE Option
1/2 Day Class – Webinar

This course is designed to teach State of California procurement professionals about Government Code Section 14838.5, which allows departments to informally solicit and award contracts to California Certified Small Business or Disabled Veteran Business Enterprise suppliers. This course is designed for professional buyers who purchase a multitude of goods and services for their department. 

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions. 

Learning Objectives:
 

1.     Government Code Section 14838.5

2.     Learn how to use SB/DVBE Option

3.     Benefits of using this Option

4.     Fair and Reasonable Acquisition

5.     Learn requirements of Option

6.     Available resources pertaining to the Option              

Upon completion, a participant should be able to: 

COMPETENCY

DEVELOPMENT INDICATORS 

Analytical Thinking

Make a systematic comparison of two or more alternatives.

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Approaching a task or problem and understanding the component parts and considering each part in detail.

Understanding codes, regulation and ethics. 

Decision Making

Making critical and timely decisions in pressure situations.

Take charge of a task when it is necessary to facilitate leadership, or ensure decisions are made.

Knowing what procurement program to utilize in given situations.

Understanding of the acquisition and award process.

Planning and Organizing

Understand the importance of pre-existing state programs and contracts

Anticipate and prepare for upcoming purchases, ensuring adequate funding is available and necessary authority is present.

Put items in sequential order and/or logical order for accurate file documentation.

This NEW workshop is a roadmap to using the awesome procurement tool, the “SB/DVBE Option”.

Government Code Section 14838.5 allows departments to informally solicit and award contracts to California Certified Small Business or Disabled Veteran Business Enterprise suppliers; so long as at least two responsive and responsible quotes from the same certified community have been received by the department issued due date.

Upon completion of this workshop, students will know:
    - The “win/win/win” benefits of using the option
    - When to use the SB/DVBE option
    - What is required and what is not required in the process
    - Available resources pertaining to the option


This workshop is being offered in both an in-class and online learning environment.

Half-day In-Person Class 

    9:00 a.m. - 12:30 p.m.


Online Webinar session

    9:00 a.m. - 12:30 p.m. 

Services Contracting

Services Contracting
2 - Day Course

This course is a two-day workshop and provides an introduction to services contracting for new contract analysts, buyers, and program staff. This course is recommended for professional buyers with less than two years of experience.

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions.  Students shall bring a hardcopy of the State Contracting Manual, Volume 1.

Learning Objectives:

1.     State Contracting Manual (SCM)

2.     Learn the various issues and considerations regarding consulting services, legal services, and professional services

3.     Public Works contracts         

Upon completion, a participant should be able to: 

COMPETENCY

DEVELOPMENT INDICATORS 

Analytical Thinking

Make a systematic comparison of two or more alternatives.

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Approaching a task or problem and understanding the component parts and considering each part in detail.

Understanding codes, regulation and ethics. 

Decision Making

Making critical and timely decisions in pressure situations.

Take charge of a task when it is necessary to facilitate leadership, or ensure decisions are made.

Knowing what procurement program to utilize in given situations.

Understanding of the acquisition and award process.

Planning and Organizing

Understand the importance project management

Knowing the different acquisition processes and how each work

Put items in sequential order and/or logical order for accurate file documentation.

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

Recommended for professional buyers with less than two years of experience.

Two-day class

        9:00 a.m. - 5:00 p.m. (each day)

Statement of Work

Statement of Work (SOW)
2 - Day Class

This course is designed to teach State of California professionals who participate in the acquisition process basic concepts and discussion opportunities with real case study examples and sample documents of SOW.  This course is designed for professionals who play a part of the procurement and acquisition process of goods and services for their department. 

Course materials will include a Student Resource Packet with information on policy, procedures, and task descriptions. 

Learning Objectives:

 1.     General principles and different types of SOW’s

2.     Learn how to use the specifications, guidelines and research techniques

3.     Format, write and review sample SOW’s

4.     Responsibilities and determinations of the buyer and acquisition team

5.     Understand considerations for preparing a SOW

6.     Learn questions for developing a SOW                        

Upon completion, a participant should be able to: 

COMPETENCY

DEVELOPMENT INDICATORS

Analytical Thinking

Knowing what questions to ask in preparing the document

Identifying a set of features, parameters, or considerations to take into account in analyzing a situation or making a decision.

Approaching a task or problem and understanding the component parts and considering each part in detail. 

Decision Making

Making critical and timely decisions in pressure situations.

Creating time frames

Knowing component parts of a project and ensuring they are included in acquisition

Planning and Organizing

Understand the importance of detailed information and time frames

Ensuring project components are completed and contractor understands role and duties

Project management skill set

The Statement of Work (SOW) 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: 

  • Defining general principles and the different types of SOW's 
  • How to use the specifications, guidelines, and research techniques
  • How to format, write and review sample SOW's
  • 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
        
        9:00 a.m. - 4:00 p.m. (each day)

Online Class Registration

Click here to access the 

CalPCA Online Training Website

 Online Class Registration Link

Best experience in Google Chrome

What's New


CalPCA Channel

Cal-PCA Channel

Click to view the Cal-PCA Channel