Training Modules Online
Thank you for taking the time to view the Purchasing
Division's Online Training Modules. This page contains a list of mini and
full modules by topic. Simply hold your cursor over the title and click.
Some modules are published within CourseMill, the state's Learning
Management System. All others will open the Articulate Storyline file in a separate window.
For more information about both formats, see the instructions below.
For modules linked to
an Articulate Storyline file. These modules have not
yet been converted to a file format compatible with CourseMill. Upon
viewing these modules, you must print the certificate located on the
Resources tab on the last slide of the presentation and have your supervisor
sign and return it to the Communication and Professional Development Unit of
the Purchasing Division by email at
Purchasing.Training@wv.gov.
For modules linked to
CourseMill. Log in with your unique ID number (e.g. A
or B number) and password. If you have not logged in before, the
password should be "password". If you have but cannot remember the
password, simply click on the "Forgotten your User ID or Password?" link.
If your email is in the system correctly, you should receive a message
within five minutes of submitting your email address. Be sure to check
your junk or clutter folder to see if the message went there. If you
do not receive an email, call the Office of Technology's Service Desk at
(304) 558-9966 for assistance.
Once logged into the site, click on the Course Catalog
tab, type "PUR" into the Catalog ID field, and click on the Search button.
The results will populate all Training Program in-person workshops,
webinars, and online modules currently open for enrollment. Simply
click on the "Enroll" button for the module(s) you wish to view.
You will receive a confirmation email upon enrolling in
each module and a certificate upon completion of viewing each module.
For questions related to these online training modules,
email Purchasing.Training@wv.gov.
Mini Modules | 0.25 Hours
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Blackout Period (Catalog ID:
PUR115EFY24)
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This module provides an overview of the blackout period, which
occurs from the time a requisition is submitted to the Purchasing
Division (or the time the solicitation is published at the
agency-delegated level) to the time the contract/purchase order is
awarded.
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Compliance
Verification Checklist for Requisition Submission
(Catalog ID:
PUR121EFY24)
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To assist agencies in understanding the
required documents necessary for a central requisition to move
forward in the purchasing process, the Purchasing Division recently
created a compliance verification checklist for requisition
submission. The purpose of the checklist is to identify the
documents that are always required with a requisition, ensuring they
have been obtained and provided, as well as to list other documents
that may be required (if statutorily required for the purchase as
identified by the agency procurement officer), and offer the
requesting agency and Purchasing Division buyer a way to track the
submission and receipt of those documents. In this module, we'll
take a closer look at this checklist, and more specifically, the
documents that are required with every new requisition, as well as
those with change orders/renewals. We will also discuss how the form
should be completed.
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Construction Purchases (Catalog ID: PUR312EFY24) |
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Construction procurement carries with it a
unique set of requirements. To assist agency procurement
officers in better understanding the processes and procedures
associated with construction procurements, this module will take a
closer look at what constitutes construction; highlight some
considerations an agency should keep in mind when soliciting for
construction services, including pre-bid meetings and bonding
requirements; and analyze processing and post-award requirements.
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Pre-Bid Conferences
(Catalog ID: PUR209EFY24) |
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In the state purchasing process, agencies
sometimes need to solicit high-dollar, highly technical, or complex
projects and/or services. To help these types of solicitations
succeed, agencies may utilize mandatory pre-bid conferences. Pre-bid
conferences, which occur after a solicitation has been published for
public viewing but prior to the scheduled bid opening, allow the
vendor community an opportunity to ask questions, hear more about
the project, and in some cases conduct site visits.
This mini online training module will discuss the benefits to
conducting pre-bid conferences, as well as provide an overview of
the pre-bid conference format and the agency's role in conducting
pre-bid conferences.
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Prohibited
Contract Clauses Law (Catalog ID: PUR219EFY24) |
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During the 2021 Legislative Session, the
West Virginia Purchasing Division successfully worked with the
Governor's Office, the Legislature, and many others to pass Senate
Bill 587, which became W. Va. Code § 5A-3-62. This section of the
law governs prohibited contract clauses. The purpose of this law was
to streamline the contract negotiation and award process by
automatically voiding 18 different contract terms often proposed by
vendors. As part of this Prohibited Contract Clauses mini training
module, you will learn what contract clauses are covered by this law
and what it means for you when a vendor proposes them.
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Standardization Process
(Catalog ID: PUR311EFY24) |
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Following the 2018 Legislative Session,
state agencies now have the ability to standardize commodities. The
process to standardize is outlined in West Virginia Code § 5A-3-61.
What this means is that state agencies, upon standardizing a
particular commodity, may specify a brand of product for competitive
bidding using the Request for Quotations method of procurement, or
other procurement method deemed appropriate, without the need to
consider other brands. This mini module will discuss the process to
standardize commodities.
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Stringing (Catalog ID:
PUR119EDY24)
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This module helps agency procurement officers understand the
bidding thresholds. Circumventing these thresholds could result in a
“failure to bid” finding at the agency-delegated level, or in more
serious cases, stringing for those that exceed the $25,000
threshold.
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Vendor Registration Fee Exemption
(Catalog ID: PUR215EFY24)
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This module highlights the circumstances in which a vendor
registration fee exemption code may be used during the vendor
registration process.
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Full Modules | 0.50 Hours
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Change Orders and Addenda
(Click on title to view module)
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This module provides an overview of addenda and changes orders,
including examples of when they may be necessary and the
documentation needed to help facilitate these processes.
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Drafting Specifications
for RFQs (Catalog ID: PUR104EFY24)
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Developing effective specifications plays an important role in
the procurement process. This module examines the differences
between good and bad specifications and how they can affect the
types of bids received.
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Fixed Assets and Surplus Property
(Catalog ID: PUR305EFY24)
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State agencies are responsible for managing their inventory and
properly retiring assets to the West Virginia State Agency for
Surplus Property. This module examines the requirements for entering
assets into the wvOASIS Fixed Assets System and the process for
disposing of property once it is no longer needed by the owning
state agency.
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Request for Proposals (RFP)
Evaluation / Best Value Procurement (Catalog ID:
PUR304EFY24)
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Requests for Proposals (RFPs) are a best value procurement
method used when the scope of work is not well defined, and cost is
not the sole determining factor for award. This module defines the
RFP method of procurement and highlights some of the steps required
prior to utilizing this method, examines the six sections of the RFP
Standard Format, and discusses the responsibilities of the agency
and Purchasing Division in the RFP evaluation process.
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Request for Quotations (RFQ)
(Catalog ID: PUR108EFY24)
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This module highlights the acquisition planning steps required
prior to the actual bidding process, the importance of writing clear
and concise specifications, and other agency responsibilities prior
to and during the advertisement of the RFQ.
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Special Purchasing Processes
(Click on title to view module)
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From emergency situations to direct award procurements, this
module highlights processes that occur only when special
circumstances require a different set of processes than those which
are seen in typical procurements.
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Vendor
Remedies: Protests, Circuit Court, and Claims Commission
(Catalog ID: PUR206EFY24)
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This module analyzes the three remedies available to vendors
when they feel the procurement process has not been properly
executed.
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Change Orders
Process
(Click on title to view recording)
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This recording walks through how to complete
the change order process, from creating the requisition to modifying
language to include the specific change order information. While
viewing this recording, you may also follow along with the
Change Order Processing Instructional Guide.
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