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Purchasing Training

Learn how to procure goods and services in accordance with federal, state and system regulations.

Description:
You will learn about the purchasing process and workflow, basic procurement information, terminology and methods. You will also learn how to manage purchasing compliance, HUB requirements and spending thresholds.

Objectives:
After completing this class, you will be able to:
  • Recall basic procurement terms and procurement process
  • Successfully apply various procurement methods
  • Exercise required state and UTSA purchasing guidelines
  • Identify bid requirements and best value procurements

Audience:
Any employee involved in purchasing at UTSA, including those who will generate requisitions in Rowdy Exchange.

Description:
You will learn about Rowdy Exchange roles, processes and best practices. At the end of this course, you will understand how to use Rowdy Exchange and purchase with more efficiency.

Objectives:
After completing this class, you will be able to:
  • Describe UTSA’s supplier priority order and why it matters
  • Apply best practices for purchasing in Rowdy Exchange
  • Increase efficiency in purchasing
  • Avoid common errors
  • Recall where to find job aids for step-by-step instructions

Audience:

UTSA employees involved in purchasing, whether you are a Rowdy Exchange shopper, requester or approver.

Prerequisite:

Must complete the Purchasing Rules and Regulations course before enrolling in this class.

 

Description:
The in-person facilitated lab for Rowdy Exchange sessions allow you to bring in your questions and learn how to use Rowdy Exchange.

 

Below are useful tools as you navigate the procurement process.

Shopper Job Aids

Requester Job Aids

Approver Job Aid