Learning Resources

If you are looking for procurement resources and training, we have them both! The learning resources listed on this page are designed to support your role and keep you, your department, college, division and the university safe and in compliance with state and federal policies and laws.

New resources, including on-demand video tutorials, are added regularly.

In the table below, you can sort the columns by topic, resource type or resource title. You can also enter select key words in the search box to filter down the results according to your need.

TOPIC	TYPE	TITLE	DESCRIPTION
Contract Review	Manual	Procurement Contract Manual	This manual has been developed to assist departments in understanding certain legal requirements and restrictions that affect their ability to accept certain contract terms. Contracts can take many forms; therefore, the review and execution of all university agreements must follow the appropriate university procedures outlined in this manual.
Contract Review	Video	Contract Review Playlist	This video playlist includes tutorials for how to submit a contract, check the status of a contract, search previously signed contracts and submit a contract amendment.
Contract Review	Training	Purchasing 102	This online course is part of the Certified Departmental Purchasing Representative (CDPR) program. The course covers spending guidelines, charting expense accounts, decision-making processes, writing specifications, RFQ/IFB/RFP processes, best practices and more. Estimated completion time: 1-1.5 hours.
Card Services	Manual	Fleet Card Manual for Cardholders	This manual has been developed to assist NC State cardholders, reconcilers and approvers with program details, including program benefits and eligibility, how to apply for a card, how to set up your account, roles and responsibilities, account management, card profiles, documentation requirements and deadlines.
Card Services	Training	Fleet Card Training for Cardholders	This online course is part of the Fleet Card Training for Cardholders program. The course covers account management, card profiles, documentation requirements and a final assessment. Estimated completion time: 30 minutes.
Card Services	Manual	Fleet Card Manual for Reconcilers	This manual has been developed to assist NC State reconcilers with details about the NC State Fleet Card, account management, required training, reconciler tasks and resources.
Card Services	Manual	PCard Manual for Cardholders	This manual has been developed to assist NC State employees who are responsible for purchasing goods and services for their department. An overview of the PCard Program, account management, card profiles, procurement guidelines, documentation requirements, compliance, resources and tutorials are outlines in this manual.
Card Services	Training	PCard Training for Cardholders	This online course is part of the PCard Training for Cardholders required for first-time card applicants, reconcilers and statement approvers. The course covers an overview of the PCard Program, account management, card profiles, procurement guidelines, documentation requirements, compliance and resources. Estimated completion time: 1-2 hours.
Card Services	Manual	PCard Manual for Reconcilers	This manual has been developed to assist NC State PCard Reconcilers with details about the NC State PCard, transactions, statements, resources and tutorials.
Card Services	Training	PCard Training for Reconcilers	This online course is part of the PCard training for Reconcilers program. The course covers an introduction to reconciliation, transactions, statements and a final assessment. Estimated completion time: 1-2 hours.
Card Services	Video	Card Services Playlist	This video playist includes tutorials for how to navigate the PCard center, how to initiate a PCard request, how to upload matching receipts and more.
Card Services	Manual	Virtual Payables Supplier Manual	This manual has been developed to assist NC State Suppliers in understanding the Virtual Payables Supplier program, which is the university’s preferred payment method for suppliers. Details about virtual payables, participation in virtual payables, payment process, payment schedule and program participation are outlined in this manual.
Procurement	Manual	MarketPlace Manual	This manual has been developed to assist NC State departments in understanding the MarketPlace. It outlines details about MarketPlace access, shopping the MarketPlace page, placing an order, order approval workflow, order confirmation and tracking, receiving, returning and canceling an order, order history, MarketPlace resources, tutorials and best practices.
Procurement	Training	MarketPlace Training	This online course is part of the MarketPlace Training required to become a Certified Departmental Purchasing Representative. The course covers how to purchase goods and services via the MarketPlace. Estimated completion time: 2 hours.
Procurement	Video	MarketPlace Playlist	The MarketPlace Playlist includes tutorials for navigating to the My Profile page, how to set up the My Profile page, how to create a MarketPlace order, how to enter a receiver, how to cancel a receiving report, how to create a standing order and how to edit a MarketPlace requisition.
Procurement	Manual	Purchasing Manual: Introduction to Procurement	This manual has been developed to assist NC State's Division of Purchase and Contract with an overview of the the regulations and purchasing policies set forth by the state of North Carolina. It outlines an introduction to purchasing, purchasing processes, purchasing guidelines, commodity-specific purchasing, contract review services, best practices, purchasing resources and tutorials.
Procurement	Training	Purchasing 101	This online course is part of the Certified Departmental Purchasing Representative (CDPR) program. The course covers identifying the services offered by NC State’s Procurement Services, demonstrating a clear understanding of NC State’s purchasing processes and procedures, interpreting and applying the guidelines stated in the Purchasing Decision Chart and following the current order of procurement methodologies set forth by NC State University. Estimated completion time: 1.5-2 hours.
Procurement	Manual	Purchasing Manual: Advanced Procurement Practices	This manual has been developed to assist NC State employees in understanding spending guidelines, the chart of expense accounts, the decision-making process, writing specifications, the RFQ/IFB/RFP process, evaluating supplier bid requests, best practices, resources and tutorials.
Procurement	Training	Purchasing 102	This online course is part of the Certified Departmental Purchasing Representative (CDPR) program. The course covers state spending guidelines, selecting the correct expense account for each purchase, being able to use the procurement services flow charts to follow the appropriate process for purchasing goods and services when these are not available through the MarketPlace, writing specifications for services, equipment, and software for purchases of $5,000 and above, submitting appropriate documentation for Request for Quotes (RFQs), Invitation for Bids (IFBs), and Request for Proposals (RFPs), bid packages and making award recommendations, submitting complete and accurate procurement contracts for review, administering procurement contracts in a timely manner and following the recommended best practices for advanced procurement processes. Estimated completion time: 1-1.5 hours.
Procurement	Manual	Request for Proposals (RFPs) Manual	This manual has been developed to assist NC State's Procurement Services department in undertstanding the RFP process. An overview of the Requests for Proposals (RFPs), an introduction to RFPs, developing a RFP, the RFP evaluation committee, the RFP evaluation process and the RFP project timeline are outlined in this manual.
Procurement	Video	Procurement Services Playlist	The Procurement Services playlist includes tutorials for how to buy and receive, how to cancel a receiving report, how to create a non MarketPlace requisition and many other procurement topics.
Supplier Information Management	Manual	Supplier Information Manual for Vendors	This manual has been developed to assist departments in understanding how to initiate and complete the supplier registration process, as well as how to modify your profile when needed. An introduction to supplier management, preparing for onboarding, U.S.entities, U.S. individuals, foreign entities, foreign individuals and the how-tos for PaymentWorks are outlined in this manual.
Supplier Information Management	Manual	Supplier Information Manual for Campus	This manual has been developed to assist departments in understanding the step-by-step instructions for how to research and initiate supplier invitations.
Warehouse Services	Manual	Asset Management and Surplus Manual	The manual has been developed to assist departments in understanding the reasons for maintaining and safeguarding all assets, regardless of cost. An introduction to asset management, methods for looking up an asset, AM coordinator responsibilities, transferring an asset to another department, disposing of an asset, surplusing assets and university property and university property with special considerations are outlined in this manual.
Warehouse Services	Training	Asset Management and Surplus Training	This online course is part of the Asset Management and Surplus Training program. This course covers how to search and update asset records and how to properly dispose of capital assets and university property. Estimated completion time: 2-3 hours.
Warehouse Services	Video	Asset Management and Surplus Playlist	The Asset Management and Surplus playlist includes tutorials for customizing the financial system homepage, university property and special instructions, surplussing an asset and best practices.
Warehouse Services	Manual	Shipping and Receiving Manual	The manual has been developed to assist departments in understanding an overview of shipping and receiving. Shipping, receiving and redelivering goods are outlined in this manual.
Warehouse Services	Manual	University Storage Manual	This manual has been developed to assist departments in understanding an overview of the university storage. An introduction to storage, the storage request process, storage billing, preparing items for storage and best practices are outlined in this manual.
Warehouse Services	Video	Warehouse Services Playlist	The Warehouse Services Playlist includes tutorials for how to customize the financial system homepage, surplus as an asset, university property with special considerations and best practices.
WolfCopy/WolfPrint Services	Manual	WolfCopy Customer Manual	This manual was developed to assist departments in understanding the WolfCopy customer. WolfCopy provides Managed Print Services to NC State faculty, staff and students. An introduction to WolfCopy, rates and invoicing, repairs and service calls, device inventory and WolfCopy how-tos are outlined in this manual.
WolfCopy/WolfPrint Services	Video	WolfCopy/WolfPrint Services Playlist	The WolfCopy/WolfPrint Services playlist includes tutorials for how to print/copy from your enhanced multi-functional device.
Year End Planning	Manual	Year End Planning Guide	The Office of Finance and Administration Principles of Work, Procurement Services and Card Services have teamed up to create this Year End Planning Guide, which is designed as an organizational tool that answers common questions about year end, why it is important, what needs to be done to prepare and what the year end deadlines are.
Procurement	Certification Program	Certified Departmental Purchasing Representative	The Certified Departmental Purchasing Representative (CDPR) program is part of NC State’s Business Officer Academy and is designed to support NC State’s staff in their everyday procurement processes. Successful completion of the following courses, in the order they are listed below, is required for becoming a CDPR: MarketPlace Training Purchasing 101 IT Procurement Training Purchasing 102
Card Services	Certification Program	Payments Professional	The Payments Professional certification program is part of NC State’s Business Officer Academy and is designed to support NC State’s staff in everyday payment processes. Successful completion of the following courses, in the order they are listed below, is required for becoming a Payments Professional: 1) PCard Training for Cardholders 2) PCard Training for Reconcilers 3) Fleet Card Training for Cardholders (optional)
Accounting	Manual	Finance Basics Guide	This guide offers detailed accounting processes that are beneficial for those who are involved in accounting processes but have not received formal accounting training. Topics include: basic accounting principles, financial data reporting, small purchase vouchers, chart of accounts and more.
Transaction Reconciliation and Tracking	Manual	OMAR Reconciliation and Tracking Guide	This guide outlines the why and they how of transaction reconciliation and tracking.
Journal Entry	Manual	Journal Entry Manual	The guidelines and instructions in this manual have been developed to assist departments and colleges with the creating journal entries.
Spending Guidelines	Manual	Spending Guidelines	This guide has been developed to help employees become knowledgeable of the rules, regulations and precedents that have been put in place to ensure that wise spending decisions are made at all times.
Travel	Manual	Conference and Meeting Expenses Guide	The Conference and Meeting Expenses Guide covers external conferences and employee training expenses, internal conferences and meeting expenses, virtual conferences and meeting expenses and forms and help documents.
Travel	Manual	The Travel Manual	This manual was developed to assist departments in understanding allowable expenses and reimbursements for travel while conducting official state business.
Procurement	Manual	PO Invoice Processing Guide	This guide includes step-by-step instructions ad tutorials for how to upload and process invoices for payment.
Procurement	Manual	IT Procurement Guide	This guide was developed to help NC State remain compliant with state and federal laws, contractual agreements, and campus policies, regulations and rules; to standardize the resources already in place at the university, which reduces the cost of implementation and support; and to speed up the review and approval process, making the procurement of IT more efficient.
Capital Asset Management	Manual	Capital Asset Inventory Manual	Coming soon!
Procurement	Training	IT Procurement Training	IT Procurement Training is an online course that is required to become a Certified Departmental Purchasing Representative. The other courses that are part of this certificate program are MarketPlace Training, Purchasing 101 and Purchasing 102.
Contract Review	Video	Gifts, Grants and Contracts	This video goes over accounting for three types of funds commonly received at the university and its affiliated foundations – gifts, grants, and contracts. It is important to distinguish between these types of funds, as they have different requirements for proposals, acceptance, approval, and accounting. In this video, you will learn high-level distinguishing factors between gifts, grants and contracts.
Interdepartmental Transactions	Manual	Interdepartmental Transactions Manual	The guidelines and instructions in this manual have been developed to assist departments and colleges in identifying the types of interdepartmental transaction entries used in the Financial System; determining which IDT entry to use depending on the transaction; creating, submitting, searching and and approving IDTs.