{"id":83,"date":"2018-08-06T13:04:08","date_gmt":"2018-08-06T17:04:08","guid":{"rendered":"http:\/\/www.montclair.edu\/procurement\/?page_id=83"},"modified":"2026-01-29T07:27:30","modified_gmt":"2026-01-29T12:27:30","slug":"procurement-training-presentations","status":"publish","type":"page","link":"https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/","title":{"rendered":"Procurement Training Guides"},"content":{"rendered":"<h2>Procurement Process Training Guides<\/h2>\n<h3><strong>High-Level Overview of Procurement Processes<\/strong><\/h3>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2026\/01\/Procurement-Review-Policies-and-Procedures-Overview-1.16.2026.pdf\">Overview of Key 麻豆传媒在线 Procurement Policies (pdf)<\/a><\/li>\n<\/ul>\n<h3><strong>Procurement Card (P-Card)<\/strong><\/h3>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2025\/12\/P-Card-Overview-Training-12.15.2025.pdf\">P-Card Cardholder &amp; Approver Overview (pdf)<\/a><\/li>\n<\/ul>\n<h3>Procurement Contracts<\/h3>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2026\/01\/Procurement-Contract-Training-1.15.2026.pdf\">Procurement Contract Process Overview (pdf)<\/a>&#8211; <em><strong>New<\/strong><\/em><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2026\/01\/Procurement-Contract-Training-1.15.2026.pdf\"><\/a><\/li>\n<\/ul>\n<h3>Strategic Sourcing (Bidding)<\/h3>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2026\/01\/Bidding-Process-Training-Guide-Rev.-1.12.2026.pdf\">Bidding Process Overview (pdf)<\/a> &#8211; <em><strong>New<\/strong><\/em>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2025\/11\/Creating-a-Scope-of-Work-End-User-Job-Aid-11.14.2025.pdf\"><strong>Creating a Scope of Work Guide (pdf) <\/strong><\/a>&#8211; <em><strong>New<\/strong><\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Supplier Create &amp; Updates<\/h3>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2025\/10\/Supplier-Create-Training-10.3.2025.pdf\">Supplier Create Process Overview (pdf)<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2025\/10\/Create-Supplier-Request-Job-Aid-09.18.2025.pdf\">Create Supplier \/ Update Request Job Aid (pdf)<\/a><\/li>\n<\/ul>\n<h3>Waiver of Advertising (Delegated)<\/h3>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2026\/01\/Delegated-Waiver-of-Advertising-Training-1.15.26.pdf\">Delegated Waiver of Advertising Process Overview (pdf) <\/a>&#8211; <em><strong>New<\/strong><\/em><\/li>\n<\/ul>\n<h2>Workday Procure-To-Pay Training Guides<\/h2>\n<h3>Workday Financial (Core)<\/h3>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2025\/12\/Workday-Procurement-Life-Cycle-Job-Aid-12.18.2025.pdf\">Workday Procurement Life Cycle Job Aid (pdf)<\/a>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2025\/09\/Requisition-Worklet-Job-Aid-09.30.2025.pdf\">Requisition Worklet Job Aid (pdf)<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2025\/12\/Requisition-Type-Methodologies-12.18.2025.pdf\">Requisition Type Methodologies Guide (pdf)<\/a>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2025\/12\/Requisition-Type-Methodologies-12.18.2025.pdf\"><\/a><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2024\/04\/Prevailing-Wage-Spend-Category-List.pdf\">Prevailing Wage Guide (pdf)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Workday Strategic Sourcing (WSS)<\/h3>\n<ul>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2026\/01\/WSS-Stakeholder-Job-Aid-1.17.26.pdf\">Workday Strategic Sourcing (WSS) Job Aid (pdf)<\/a> &#8211; <em><strong>New<\/strong><\/em><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2>Online Training<\/h2>\n<p>Available dates and times for the Procurement Life Cycle, P-Card, and other training sessions can be found on the\u00a0<a href=\"https:\/\/itdsevents.montclair.edu\/calendar\/finance-hr-budget?cid=15508&amp;t=g&amp;d=0000-00-00&amp;cal=15508&amp;ct=55480,69860&amp;inc=0\">ITDS Training Portal<\/a><\/p>\n<h2>Frequently Asked Questions<\/h2>\n<dl>\n<dt>My department wishes to order an item that is not covered under an existing University contract. What should I do next?<\/dt>\n<dd>It is recommended that you check the <a href=\"http:\/\/www.state.nj.us\/treasury\/purchase\/pricelists.shtml\">State Division of Purchase and Property\u2019s website<\/a> to ascertain whether the item is available under an existing State contract. If not, the action necessary to purchase the item is a function of the cost of the item. Please refer to Section 1 of the Procurement Methodology of the <a href=\"https:\/\/www.montclair.edu\/procurement\/forms\/\">Procurement Policies and Procedures Manual<\/a>.<\/dd>\n<dt>How will I know that my requisition has been processed into a Purchase Order and the Purchase Order sent to the awarded vendor?<\/dt>\n<dd>You can check the status of your requisitions \/ purchase orders by accessing the &#8220;Requisition Lifecycle Report&#8221; within Workday. The Requisition Lifecycle Report displays all requisitions for a Cost Center, Grant, Gift, or Project, along with the related purchase orders, receipts, returns, and any payments and invoices. The report is organized by transaction type, and can be filtered on any of the requisition columns. A training guide to the Requisition Lifecycle Report can be found at under the Procurement Training Guides Page.<\/dd>\n<dt>Why is it necessary for using departments to obtain a vendor\u2019s Federal Tax Identification Number?<\/dt>\n<dd>The University is required by the Internal Revenue Service (IRS) to report all vendor payments to that agency for tax reporting purposes. No requisition will be processed into a purchase order if the vendor\u2019s Federal Tax Identification Number is not provided.<\/dd>\n<dt>Why is it necessary to obtain a Business Registration Certificate from a vendor?<\/dt>\n<dd>New Jersey State law mandates that 麻豆传媒在线 obtain a State Division of Revenue Business Registration Certificate from a vendor, in State or out of State, whenever the proposed contract amount is at or above 15% of the bid threshold or whenever cumulative payments to a vendor reach this threshold within a given fiscal year. If a vendor declines to apply to the State Division of Revenue for a Business Registration Certificate, 麻豆传媒在线 is precluded from contracting with the vendor.<\/dd>\n<dt>Why is it necessary to obtain a completed Certification and Disclosure of Political Contributions and Executive Order 117 Form from a vendor?<\/dt>\n<dd>Whenever the proposed contract amount is $17,500 or more or whenever cumulative payments to a vendor are $17,500 or more in a given fiscal year, State law mandates that 麻豆传媒在线 obtain a completed Certification and Disclosure of Political Contributions and a completed Executive Order 117 Form from the vendor. The completed forms are forwarded by Procurement Services to the State Treasury Compliance Unit for review and approval. 麻豆传媒在线 is precluded from contracting with a vendor if the vendor declines to complete these forms, or if the State Treasury Compliance Unit does not approve the vendor.<\/dd>\n<\/dl>\n","protected":false},"excerpt":{"rendered":"<p>Procurement Process Training Guides High-Level Overview of Procurement Processes Overview of Key 麻豆传媒在线 Procurement Policies (pdf) Procurement Card (P-Card) P-Card Cardholder &amp; Approver Overview (pdf) Procurement Contracts Procurement Contract Process Overview (pdf)&#8211; New Strategic Sourcing (Bidding) Bidding Process Overview (pdf) &#8211; New Creating a Scope of Work Guide (pdf) &#8211; New Supplier Create &amp; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":114,"parent":0,"menu_order":11,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-83","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/pages\/83","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/comments?post=83"}],"version-history":[{"count":153,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/pages\/83\/revisions"}],"predecessor-version":[{"id":213007,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/pages\/83\/revisions\/213007"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/media\/114"}],"wp:attachment":[{"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/media?parent=83"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}