HOW DO I RE-CERTIFY?

1. HOW DO I RE-CERTIFY? Submitting a re-certification application that won’t be returned!

2. Before you fill out the renewal form: Gather all documentation. Certificates(must including the following information) The division or job title of the person conducting the training. The name of the person receiving the training. The date(s) of the training. Number of training hours conducted. Approval Documentation (Specific documentation must apply to an individual person or persons and the required training.) Internal Training Non-Standard Training Step One

3. Sort documentation by certification year. Certification year is one calendar year from the original issue date of your certification. If my certification was issued on 08/07/2002, I will need documentation starting from 08/07/2002 until my re-certification date of 09/01/2007. Example – Certification Year One – 08/07/2002-08/06/2003 Certification Year Two – 08/07/2003-08/06/2004 Certification Year Three – 08/07/2004-08/06/2005 Certification Year Four – 08/07/2005-08/06/2006 Certification Year Five – 08/07/2006-09/01/2007 Original issue date and expiration date are found on the bottom right corner of your CTP/M certificate. See examples on the next slides. Step Two

4. EXAMPLE

5. EXAMPLE EXAMPLE

6. Step Three • After documentation is divided by certification year, starting with the first year, sort documentation in the following training type categories: • Standard Procurement Related Training • Non-Standard Training • Instructor Credit • State Agency Internal Training

7. Standard Procurement Related Training • Acceptable types of training in this category include but are not limited to: • Discussion Forums • Brown Bags • College courses about procurement • Any training course offered by TBPC • Meetings of Procurement Agencies, Committees, or Councils (must submit proof of attendance)

8. Non-Standard Training • Acceptable types of training in this category include: • Any training that is not typically associated with procurement, but for needs unique to your agency is required of procurement personnel. • If not outlined in your agency’s procurement plan, this training must be accompanied by a letter from your agency’s director of purchasing. • Also, effective September 1, 2006, TBPC only accepts 16 hours of this type of training per certification year. The burden of proof regarding inclusion of this type of training in an agency’s procurement plan lies on the agency and NOT this program or TBPC.

9. Instructor Credit • Acceptable types of training in this category include: • Instruction of procurement topics • Presentations on procurement topics • Class agenda and outline must be submitted to TBPC for approval. As of September 1, 2006, instructor credit will be counted on a 1 hour of instruction/1 credit hour ratio. Prior to that date, instructor credit was counted as 1 hour of instruction/½ credit hour. Also as of September 1, 2006, there is no limit placed on the number of CE hours an individual can earn in this category.

10. State Agency Internal Training • Acceptable types of training in this category include: • Training related to the purchasing processes and relevant to State of Texas procurement. • This training must also be approved by the person responsible for purchasing in your agency. • If you are a small agency and you are the only employee who does purchasing, it must be approved by your agency's administrative head.

11. Step Four • After each certification year is sorted into four categories, make sure that supporting documentation is provided to supplement every submission in the following categories: • Non Standard Training • Instructor Credit • State Agency Internal Training • Standard Procurement Related Training

12. Post Document Organization • After all of the documents are organized by year and further categorized by training type, it is time to complete the application for re-certification. • A chart of the organized information is on the following slide.

14. Step Five • Complete the application for renewal. • Because you have taken the time to organize your information, first by year, and then by training type, filling out the form should be simple.

15. Filling-out the Form • Section One • Personal Information • This section just helps us ensure that the right person is getting re-certified at the right time.

16. Filling-out the Form • Section Two • Continuing Education Training • This is where your previous organizational work will be helpful. • It is here that you will list: • Date of training • Course Name • Agency/Organization Providing the Training • Type of Training • Documentation (If needed) • Hours of training

17. Filling-out the Form • Section Three • Payment Information • Cost of re-certification • CTP or CTPM= $50 • Both = $75 • Methods of Payment • State Agency Purchase Order/ITV • If using an ITV, please identify your agency ITV payable point of contact • Check • Money Order

18. Step Six • Submit the application and all supporting documentation at least 30 days prior to your certification expiration date. • Re-certifications should be issued within 30 days after submission if: • all necessary information is submitted • information is submitted in the prescribed format • payment is received

19. Customer Service • All questions or concerns about the renewal process should be sent to: cert_renewal@tbpc.state.tx.us • Do not submit re-certification applications prior to the launch of the on-line application system. • System should be available in January 2007.