Objectives

The Purchasing Office has the responsibility of soliciting goods and services for the City departments.

 

This guide will discuss the role of the Procurement Specialist and review how to execute your duties with the use of the Advantage Financial application and the eCAPRIS application.

 

At the conclusion of this lesson, you should be able to:

 

  • Understand the actions that can be taken on a Departmental Requisition

  • Understand the actions that can be taken on a non-competitive Purchase Order

  • Understand when a CT is issued vs. when an MA is issued

  • Understand how to Final a document to make sure the pre-encumbered value on a Requisition is reversed

  • Understand the different impact the line type will have on the creation of a Delivery Order

  • Realize the importance of verifying Vendor information before finalizing an order as it cannot be undone.

  • Understand the implications of acquisition method selection and pre-solicitation data collection on contract monitoring efforts. (New for 2014!)

  • Understand the flow of information as it is originated and copied forward from Requisition to Solicitation to Award, to the Contract Monitoring system, and ultimately to the City’s Financial Transparency Portal, Austin Finance Online.

 

Guide Description

Purchasing Process

Solicitation Creation