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Intermediate Acquisition Certificate Learning Path

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

The Basic Acquisition Certificate provides a foundation platform of knowledge for state procurement professionals. Procurement professionals will gain a deeper understanding and additional experience in state purchasing by completing our Intermediate Acquisition learning path.

There are currently no prerequisites for Intermediate courses.  However, completion of the Basic Acquisition Certificate path prior to attending Intermediate courses 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.

Enroll in Intermediate courses via CalPCA Online.

Acquisitions under $10,000


Acquisitions under $10,000
3 - Morning Webinar Course

This course gives State of California procurement professionals the basic knowledge of acquisitions of Non-IT Goods, Non-IT services, and IT Goods and Services under $10,000. This course is 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 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 $10,000. 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. We strong urge you to access CalPCA Online using Google Chrome or Mozilla Firefox.

Three-morning Online Webinar sessions

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

Enroll via CalPCA Online.

California Multiple-Award Schedules-Available Soon

Coming Soon

Commercially Useful Function

Commercially Useful Function
1/2 Day Course – Webinar

This course covers 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 for professional buyers with less than two years of procurement experience.

Course materials 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 webinar discusses the four requirements for certified firms to provide a Commercially Useful Function (CUF) and defines the department's responsibility in identifying and documenting CUF.  Upon completion of the webinar, 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

Three consecutive 1/2- Day webinars - Morning sessions

        9:00 a.m. - 12:30 p.m.

 We strong urge you to access CalPCA Online using Google Chrome or Mozilla Firefox.

Enroll via CalPCA Online.

Contract Management

Contract Management
2 - Morning Webinar

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

Course materials 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 course helps State employees tasked with monitoring delivery of goods or services, to unravel the mysteries of contract management.

This course 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 course is given in an online webinar format. We strong urge you to access CalPCA Online using Google Chrome or Mozilla Firefox.


Two-morning Online Webinar sessions

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

Enroll via CalPCA Online.



Environmentally Preferable Purchasing-Available Soon

Environmentally Preferable Purchasing
Available soon

This course teaches 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 for state employees who are involved in the procurement process of goods and services for their department. 

Course materials 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 course acquaints 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 course, 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


Evaluation and Award

                                                            Evaluation and Award
                                                                1 - Day face-to-face Course


This course covers the evaluation of bids and offers.The course addresses criteria development and evaluation based on specific standards. Then, contract award is discussed.

Course materials 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.

Enroll via CalPCA Online.

Leveraged Procurement Agreements

Leveraged Purchase Agreements (LPA)
Self-paced online course

This on-demand course teaches procurement professionals the various Leveraged Procurement Agreements and when to use each type of agreement. Participants learn which purchasing method to use to best meet each acquisition need.  This training not only shows the procedures and special issues within each type of agreement, but also gives hands-on experience searching for contracts, vendors, products, and services.

Course materials include a Learner Design Guide with information on policy, procedures, and task descriptions.   

Learning Objectives: 

1.     Statewide Contracts

2.     National Association of State Procurement Officers (NASPO) Co-operative Agreements

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 on-demand course walks you through the various Leveraged Procurement Agreements and when to use each type of agreement.  This course helps determine which purchasing method to use to best meet each acquisition need. This training shows the procedures and special issues within each type of agreement, and gives hands-on experience searching for contracts, vendors, products, and services.  Upon completion of this workshop, students will better understand the following LPAs:

  • Statewide Contracts
  • NASPO Co-operative Agreements
  • Master Agreements
  • California Multiple Award Schedule (CMAS)
  • State Price Schedules 
  • SLP (Software Licensing Program)

 We strong urge you to access CalPCA Online using Google Chrome or Mozilla Firefox.
Enroll via CalPCA Online.

Non-Competitively Bid Acquisitions

Non-Competitively-Bid Acquisitions
On-demand Self-paced course

This course gives state of California procurement professionals a better understanding of the Non-Competitively Bid Justification (NCB) process and how it works. This course is for professional buyers who purchase goods and services for their department.

Course materials include a Learner Design Guide 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
 We strong urge you to access CalPCA Online using Google Chrome or Mozilla Firefox.
Enroll via CalPCA Online.

SB/DVBE Option

SB/DVBE Option
Self-paced course

This on-demand course teaches 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 for professional buyers who purchase a multitude of goods and services for their departments. 

Course materials include a Learner Design Guide 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 course 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 course, 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


 We strong urge you to access CalPCA Online using Google Chrome or Mozilla Firefox.
Enroll via CalPCA Online.

Services Contracting

Services Contracting
2 - Day In-class Course

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

Course materials include a Student Resource Packet with information on policy, procedures, and task descriptions. Students are to 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)

Enroll via CalPCA Online.

Statement of Work, Part 1 and Part 2

Statement of Work (SOW)
2-part Course
Part 1 is self-paced
Part 2 is in-class lab

This course teaches 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 for professionals who play a part of the procurement and acquisition process of goods and services for their departments. 

 

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) course provides all staff who participate in the acquisition process basic concepts and discussion opportunities with real-case study examples and sample documents.This course includes basic information such as: 

  • Defining general principles and the different types of SOWs 
  • How to use the specifications, guidelines, and research techniques
  • How to format, write and review sample SOWs
  • Responsibilities and determinations of the buyer and acquisition team


SOW Part 1 is a self-paced, online course addressing SOW concepts, principles, and policies. We strong urge you to access CalPCA Online using Google Chrome or Mozilla Firefox. 
Part 1 includes a Learner Design Guide (LDG) with information on policy, procedures, and task descriptions, which will be used also in Part 2.

Participants must complete SOW Part 1 in order to enroll in SOW Part 2.
SOW Part 2 is a face-to-face lab held in CalPCA Training Center at DGS Headquarters in West Sacramento. Includes hands-on exercises to apply the concepts learned in Part 1.

Enroll via CalPCA Online.

Online Class Registration

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CalPCA Online Training Website

 Online Class Registration Link

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