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Office of State Procurement P/T Training

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Office of State Procurement Professional/Technical Training

The Office of State Procurement offers training programs during the year to educate purchasing staff. These classes are for State of Minnesota employees only and registration is required. Registration for this training will be completed in the Learning area (ELM) of Self Service. Please refer to the instructions and course codes linked here.

On-Demand Learning

Annual Plan Basics: This is a short class intended to help you through the annual plan process. There are basically guidelines on how to submit your annual plan to the P/T Contracting Team along with information to include (and not to include) in your annual plan. Link to Annual Plan Basics. Time: 10-15 minutes

Fiscal Year End Tips & Tricks: is a less than 30 minute training filled with tips to help you be successful during fiscal year end. We cover DocuSign, our review process, annual plans and a few policies as well. This is meant for anyone who has a document to route to the OSP during fiscal year end. Please share with your colleagues. Link to Fiscal Year End Tips & Tricks. Time: less than 30 minutes.

Course Descriptions

P/T Foundations (formerly known as P/T 101): P/T Foundations is a series of four courses is designed for contracting professionals, program staff or anyone that wants to learn the basics of professional/technical contracting. It is a high level overview for anyone who is just starting to work with professional/technical contracts, or a refresher for someone who wants to refine their skills. The four courses within this series are Professional Technical Overview, Drafting & Facilitating Solicitations, Evaluation & Negotiation, and Contract Life Cycle. They ideally are taken in order, all four are required to get a wide-ranging understanding of P/T contracting, but they can be taken as single courses. They cover:

  • Request for Proposals
  • Evaluation
  • Ethics
  • Contracting Drafting Basics
  • Amendments
  • Contract Close Out

P/T Foundations Part 1--Professional/Technical Overview: This course will cover procurement principles, professional/technical fundamentals, and will provide a broad overview of the kinds of documents encountered in P/T contracting. Enrollees will learn about the different kinds of contracts used in professional/technical contracting, the requirements associated with them and important procurement statutes. Approximately 90-120 minutes. Course Code: G02OSPPTO

P/T Foundations Part 2--Drafting & Facilitating Solicitations: This course will cover drafting P/T solicitations. Enrollees will learn how to turn an agency need into a solicitation. They will learn about the critical things a solicitation must have, special considerations and what the professional/technical contracting team looks for when reviewing a solicitation. This course will also touch on the OSP procurement policies. Approximately 90-120 minutes. Course Code: G02OSPDFS

P/T Foundations Part 3--Evaluation & Negotiation: This course will cover the evaluation process, including roles and responsibilities. Enrollees will understand the principles underlying the evaluation process. They will learn about common problems that come up during the evaluation process, and how to prevent them. Upon completion of the course enrollees will understand how to run a fair and equitable evaluation process, and how a robust and well done evaluation feeds into negotiating a contract. This course replaced Evaluation 101. Approximately 90-120 minutes. Course Code: G02OSPEN

P/T Foundations Part 4--Contract Life Cycle: This course will cover the life-cycle of the contract from draft to close-out. Enrollees will learn basic drafting skills, and about the critical clauses required in a P/T contract. The course will also cover the signature process, how to handle extensions and how to properly close-out a P/T contract. Approximately 90-120 minutes. Course Code: G02OSPCLC

Amendments: In this two-hour course, you will learn the basics of drafting an amendment to a contract. The course will cover typical issues when drafting an amendment, statutory requirements and best practices. Participants will have the opportunity to participate in a group exercise to apply what they have learned. Approximately 60 minutes. Course code: G02OSPAD Recommended prerequisite: P/T Foundations

Contract Management 101: During this class you will learn about the importance of contract management. By the end of the training you will understand the contract and procurement life cycle, and how and where contract management fits in that cycle. You will learn how to use a contract management plan, along with other effective tools for contract management. Approximately 120 minutes. Course Code: G02CM101

Contract, RFP & SOW Drafting: This class provides guidance on drafting Requests for Proposal and contract terms to help ensure the parties achieve project understanding and mutually agreed upon terms, and to avoid misunderstandings and future disputes. Approximately 90-120 minutes. Course Code: G02OSPCRSD

Professional/Technical Training Opportunities from Office of State Procurement

Type of Training Course Location Date and Time
Professional/Technical Services Amendments 101
Course Code: G02OSPAD
Virtual
Classroom
July 21, 2021
1:00 pm - 3:00 pm
 
Professional/Technical Services Contract Management 101
Course Code: G02CM101
Virtual
Classroom
December 8, 2021
10:00 am - 12:00 pm
 
Professional/Technical Services Master Contracts Overview
Course Code: G02OSPMCO
Virtual
Classroom
September 14, 2021
1:00 pm - 3:00 pm
 
Professional/Technical Services Negotiation Basics
Course Code: G02OSPNB
Virtual
Classroom
July 15, 2021
10:00 am - 12:00 pm
Professional/Technical Services Negotiation Basics
Course Code: G02OSPNB
Virtual
Classroom
December 7, 2021
2:00 pm - 4:00 pm
 
Professional/Technical Services Drafting SOW
Course Code: G02OSPCRSD
Virtual
Classroom
September 22, 2021
10:00 am - 12:00 pm
 
P/T Foundations - Part 1 Professional/Technical Overview
Course Code: G02OSPPTO
Virtual
Classroom
August 4, 2021
1:00 pm - 3:00 pm
P/T Foundations - Part 2 Drafting & Facilitating Solicitations
Course Code: G02OSPDFS
Virtual
Classroom
August 6, 2021
10:00 am - 12:00 pm
P/T Foundations - Part 3 Evaluation & Negotiation
Course Code: G02OSPEN
Virtual
Classroom
August 9, 2021
1:00 pm - 3:00 pm
P/T Foundations - Part 4 Contract Life Cycle
Course Code: G02OSPCLC
Virtual
Classroom
August 11, 2021
10:00 am - 12:00 pm
 
P/T Foundations - Part 1 Professional/Technical Overview
Course Code: G02OSPPTO
Virtual
Classroom
October 5, 2021
9:00 am - 11:00 am
P/T Foundations - Part 2 Drafting & Facilitating Solicitations
Course Code: G02OSPDFS
Virtual
Classroom
October 7, 2021
1:00 pm - 3:00 pm
P/T Foundations - Part 3 Evaluation & Negotiation
Course Code: G02OSPEN
Virtual
Classroom
October 12, 2021
9:00 am - 11:00 am
P/T Foundations - Part 4 Contract Life Cycle
Course Code: G02OSPCLC
Virtual
Classroom
October 14, 2021
1:00 pm - 3:00 pm
 
P/T Foundations - Part 1 Professional/Technical Overview
Course Code: G02OSPPTO
Virtual
Classroom
November 1, 2021
1:00 pm - 3:00 pm
P/T Foundations - Part 2 Drafting & Facilitating Solicitations
Course Code: G02OSPDFS
Virtual
Classroom
November 3, 2021
10:00 am - 12:00 pm
P/T Foundations - Part 3 Evaluation & Negotiation
Course Code: G02OSPEN
Virtual
Classroom
November 8, 2021
1:00 pm - 3:00 pm
P/T Foundations - Part 4 Contract Life Cycle
Course Code: G02OSPCLC
Virtual
Classroom
November 17, 2021
10:00 am - 12:00 pm
 

Registration for this training will be completed in the Learning area (ELM) of Self Service. Please refer to the instructions and course codes linked here.

If you have difficulty enrolling in the above classes through Self Service, contact the OSP Training Coordinator.

 


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