Procurement Course Catalog

• Training Updates

  The IDOA Training Team is prioritizing training updates in 2025. As we’re updating content, you may find conflicting information between training resources.

  If you have questions, contact your agency Head Procurement Agent. If questions remain, please email idoaprocsupport@idoa.in.gov for assistance.

Click each header or +/- to expand and collapse the course catalog.

• Financials Procedure Overview Graphic

  Financials Procedure Overview Graphic for Purchases that Require a Solicitation and SCM Contract

  

• Requisitions

  Course Title	Course Type	Course Length	Course Description	Resources
  Introduction to Creating Requisitions	Web-Based	self-paced	This is a precursor for the Creating Requisitions course. Students are provided an introduction to Quantity Purchase Agreements (QPAs), followed by more in-depth learning about the three QPA Requisition formats: Special Request, Punch-out, and Catalog.	Creating Requisitions PeopleSoft Guide | (.pdf)  Additional Requisitions Resources
  Creating Requisitions – PS Financials	Web-Based	self-paced	Learn how to enter the information required for a purchase request. These include QPA and special request items, accounting details, delivery requirements, and any necessary comments/justifications. The prerequisite for this course is Introduction to Creating Requisitions.	Creating Requisitions PeopleSoft Guide | (.pdf)  Additional Requisitions Resources

• Expedite Requisitions and PO Processing

  Course Title	Course Type	Course Length	Course Description	Resources
  Creating Purchase Orders using Expedite Requisitions	Web-Based	self-paced	This is a precursor for the IDOA PO Processing course. Students learn how to use the Expediting Requisitions process to create a Purchase Order for Requisitions created by the Special Request, Punch-out, and Catalog processes. The prerequisite for this course is Creating Requisitions.	Creating Purchase Orders using Expedite Requisitions Guide | (.pdf)
  Purchase Order (PO) Processing	Web-Based	self-paced	This is the IDOA PO Processing course. Students will learn how to create a Purchase Order for Requisitions created by the Special Request, Punch-out, and Catalog processes. The prerequisite for this course is Creating Requisitions and Creating Purchase Orders using Expedite Requisitions.	Verify and Complete the Purchase Order Guide | (.pdf)

• Strategic Sourcing Event

  Course Title	Course Type	Course Length	Course Description	Resources
  Strategic Sourcing Event – PS Financials	Web-Based	self-paced	Strategic Sourcing Event (SSE) is the next step in the eProcurement process following Creating Requisitions. Sourcing is used for creating solicitation events from Approved Requisitions, selecting bidders, entering/analyzing bidder responses, and awarding Purchase Orders or contracts.	Strategic Sourcing Guide | (.pdf)

• Delegation of Purchasing Authority (DPAP)

  Resource Title	Course Type	Course Length	Description	Additional Information
  Delegation of Purchasing Authority Program (DPAP) Manual	Document	self-paced	A program manual detailing the laws, policies, and procedures that procurement agents and purchasing personnel of the executive branches are required to follow when purchasing goods and services. IDOA may delegate their authority (up to $75,000) to individuals having been nominated by their agency head. Individuals who successfully pass the required certification exam are eligible for purchasing delegation.	DPAP Certification Process Study the Delegation of Purchasing Authority Program (DPAP) manual. Enroll in the DPAP Pre-Test in SuccessFactors Learning Follow the instructions to complete the Pre-Test at Classmarker.com Receive the Pre-Test results from IDOA Enroll in a certification exam date that meets your schedule
  DPAP Pre-Test	Web-Based	self-paced	Personnel who require IDOA Delegation of Purchasing Authority must complete the Pre-Test through classmarker.com. Sign up for a day that works best for your schedule in SuccessFactors. This is an open resource quiz that consists of 20 questions and is available to you indefinitely. Once registered, an instructor will email you your user name and password for the classmarker.com system and will provide you additional information.   Once you've received the results from IDOA and your SuccessFactors Learning History shows the completion of the DPAP Pre-Test, you may then self-enroll in the DPAP Exam. .	DPAP Resources
  Delegation of Purchasing Authority Program (DPAP) Certification Exam	Web-Based	1 day; self-paced	After completing the DPAP Pre-test, personnel who require IDOA Delegation of Purchasing Authority must successfully pass the required online certification exam through classmarker.com. Sign up for a day that works best for your schedule in SuccessFactors. This is an open resource exam and is available between 12:00AM to 11:55PM on the date that you chose. Once registered, an instructor will email you your user name and password for the classmarker.com system and will provide you additional information. The prerequisite for this course is the DPAP Pre-test.	DPAP Resources

• Supplier Contracts Management (SCM)

  Course Title	Course Type	Course Length	Course Description	Resources
  Supplier Contracts Management (SCM) Administrator – PS Financials	Web-Based	self-paced	A comprehensive 7-part session covering creating and importing contracts and amendments in the Supplier Contracts Management (SCM) module through PeopleSoft Financials. The eContracting process is covered in detail, including the transactional and text contract documents, contract templates, collaboration, routing for electronic signature, and workflow approvals.	Creating Contracts and Amendments Manual | (.pdf) Importing Contracts and Amendments Manual | (.pdf) MOU Instructions | (.pdf)  Additional SCM Resources
  Supplier Contracts Management (SCM) Administrator Workshop	Web-Based	self-paced	This web-based workshop covers some reminders, works through scenarios/solutions and provides you with some tips/tricks. The prerequisite for this course is Supplier Contracts Management (SCM) – PS Financials	Creating Contracts and Amendments Manual | (.pdf) Importing Contracts and Amendments Manual | (.pdf) MOU Instructions | (.pdf)  Additional SCM Resources
  SCM Internal Collaboration – PS Financials	Web-Based	self-paced	The Internal Collaborator role is to review and/or edit the Supplier Contracts Management (SCM) Text Contract Document draft and provide comments to the Contract Administrator.	Internal Collaboration Manual | (.pdf) Additional SCM Resources
  DocuSign Process for Signing a State Contract (Includes Identity Authentication)	Web-Based	self-paced (15mins)	This training will review the steps to sign a State contract document with Identity Authentication required.
  DocuSign Process to Decline to Sign a State Contract	Web-Based	self-paced (11mins)	This training will review the steps to decline to sign a State contract document with Identity Authentication required.
  DocuSign Process for Signing a State Contract without a sign tag (Includes Phone Authentication)	Web-Based	self-paced (11mins)	This training will review the steps to sign a State contract document with phone call Identity Authentication required and no sign tag.
  SCM Approval Process – PS Financials	Web-Based	self-paced	An oversight agency approver will review a SCM contract after it has been signed by the vendor, the State agency and any other approvers that came before him/her. The approver will approve or deny the contract.	Approval Process Manual | (.pdf) Additional SCM Resources
  SCM Contract Release – PS Financials	Web-Based	self-paced	Using this process, a Purchase Order for an executed contract is created using the financial and line item information from the transactional contract document. The User will notify his/her agency Fiscal Security Coordinator who will submit the access request issue to GMIS.	Contract Release from Executed SCM Contract Manual | (.pdf) Additional SCM Resources

• Issuing Receipts for Purchase Orders

  Course Title	Course Type	Course Length	Course Description	Resources
  Issuing Receipts for Purchase Orders – PS Financials	Web-Based	self-paced	The processes to receive against Purchase Orders with and without assets, amount only POs, and POs with multiple distribution lines.	Issuing Receipts for Purchase Orders Guide | (.pdf)

• Purchasing and Travel Credit Card

  Course Title	Course Type	Course Length	Course Description	Resources
  P/T Card Program Overview	Web-Based	self-paced	This training will review the program rules, responsibilities, policies and processes required for the usage and compliance of state issued purchasing and travel cards.	P/T Card Module Manual & Quick Guides | (download)
  P/T Card Verifier Role (Stage 1) – PS Financials	Web-Based	self-paced	This training will review the steps necessary to complete the verifier role (cardholder/proxy) in stage 1 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process. The verifier role is stage one of the PeopleSoft P/T Card Module process. Depending on the state agency, the verifier role responsibilities can be split between one or more employees. Please check with your Agency Program Administrator (APA) to see what responsibilities from this training you will complete in your agency's process. The prerequisite for this course is P/T Card Program Overview	P/T Card Module Manual & Quick Guides | (download)
  P/T Card Approver Role (Stage 2) – PS Financials	Web-Based	self-paced	This training will review the steps necessary to complete the approver role (APA/APA Backup) in stage 2 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process. The approver role is stage two of the PeopleSoft P/T Card Module process. This role is responsible for verifying transaction amounts, chartfields, appropriate attachments and creating an Accounts Payable Control Group. The prerequisites for this course include P/T Card Program Overview and P/T Card Module Verifier Role (Stage 1)	P/T Card Module Manual & Quick Guides | (download)
  P/T Card Accounts Payable (Stage 3) – PS Financials	Web-Based	self-paced	This training will review the steps necessary to complete the accounts payable (AP) process in stage 3 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process. The accounts payable role is stage three of the PeopleSoft P/T Card Module process. The accounts payable employees will confirm that the Control Group information matches the associated Central Bill and will complete one of two processes; AP Data Entry or AP Manager.	P/T Card Module Manual & Quick Guides | (download)

• Marketing Research

  Course Title	Course Type	Course Length	Course Description	Resources
  Marketing Research	Web-Based	self-paced	Market Research is the the act of gathering, analyzing and interpreting information about the requested commodity/service industry. To reduce the potential of feeling overwhelmed when researching the market, this module will guide you through a process, provide suggestions to find answers and to recommend ways to avoid delays.

• Negotiation Strategy

  Course Title	Course Type	Course Length	Course Description	Resources
  Negotiation Strategy	Web-Based	self-paced	Confidence while negotiating, through certainty. When you are certain of the State’s goals, clear on what is negotiable or not, and aware of boundaries within your authority, you will walk into the negotiation focused.  Preparation provides that certainty and sustains your focus on the State’s best interest as the negotiation progresses. This module will assist you in establishing a strategic plan. The content provided are suggestions; these are not policies and procedures. Your agency’s roles and responsibilities when negotiating contracts and deliverables are to be adhered to. You will be guided to view trainings outside the module on LinkedIn Learning and YouTube.  Assure you have access to these sources.

• Supplier Performance Management

  Course Title	Course Type	Course Length	Course Description	Resources
  Supplier Performance Management	Web-Based	self-paced	After implementation, supplier performance management begins.  This process assists in gaining the ability to determine if the expected value is being realized. Not only is it important to know the commodity/service was received but it is also important to know the customers’ level of satisfaction, whether the expected savings were realized, and learn of non-compliance concerns that need to be addressed. Supplier Performance Management: Assures optimal performance and overall operational efficiency Enables decisions to be based on factual evidence In this module, you will learn how to develop the supplier performance management process through a 4-step process.