purchasing

Purchasing and Procurement Training and Certification (CTP, CTPM)

Requirements for Purchasing Personnel

Pursuant to Government Code §2155.078, the Statewide Procurement Division (SPD) administers training, continuing education and certification for state agency purchasing personnel.

Each state agency shall ensure that its purchasing personnel complete the training and certification developed under this section. It is not the intent of this definition to include:

  • an executive level manager authorized to bind the governmental entity, or
  • an attorney performing traditional legal functions – such as legal review of a contract.

In addition to state agencies, political subdivisions and/or CO-OP’s participating in SPD’s cooperative purchasing program of all offered SPD contracts are especially encouraged to attend. Examples of CO-OP entities include school districts, police, fire departments, community colleges and some city and county governments. Current list of State of Texas CO-OP members.

Employees of institution of higher education to which Section 51.9335, Education Code, applies or to an institution to which Section 73.115, Education Code, applies are encouraged to attend.

Training and Certification Requirements and Purchasing Authority

The program contains one level of training and two levels of formal certification.

  1. Purchases ranging from $0 - $25,000: no certification is required.
    • Complete the CPA required course within their first six-months of employment with an agency.
  2. Competitive Purchases ranging from $25,000.01 to $100,000: Certified Texas Purchaser's (CTP) certification.
    • Complete the CPA required training (or have the current equivalent certification from a national purchasing association).
    • Apply to test for CTP exam; 70+ grade required.
    • Apply for certification; must have at least one year of purchasing experience.
  3. Competitive Purchases over $100,000: Certified Texas Procurement Manager's (CTPM) certification.
    • Complete the CPA required courses (or have the current equivalent certification from a national purchasing association).
    • Apply to test for CTPM exam; 70+ grade required.
    • Apply for certification; must have at least one year of purchasing experience.
      Visit website for current course titles and descriptions
PURCHASING AUTHORITY COURSE TITLES EXPERIENCE CERTIFICATION
Zero to $25,000 CPA Texas Procurement
Certification Training
None Required None Required
$25,000.01 to $100,000 CPA Texas Procurement
Certification Training
One Year CTP
Over $100,000 CPA Texas Procurement
Certification Training
Three Years CTPM

A state agency employee who is required to receive the training may not participate in purchases by the employing agency unless the employee has received the required training from SPD, or has a current national certification. Acceptable equivalent certifications are listed here

Who Should Complete the Training?

Definition of Purchasing Experience – The development of specifications, receipt and processing of requisitions, review of specifications, advertising for bids, bid evaluation, award of contracts, and inspection of merchandise received. The term does not include invoice, audit, or contract administration functions.

Visit website for SAO classifications as a reference to help identify individuals who are required to receive SPD's purchaser training. Use Procurement in the "Filter Descriptions" box then click the "Filter" button.

In addition, the following tasks may help identify individuals who are required to take SPD's purchaser training.

  • Develops and/or interprets rules, policies, or procedures regarding public purchasing.
  • Advises agency representatives on proper interpretation and application of purchasing policies and regulations.
  • Reviews and/or oversees the review of requisitions for completeness and compliance with applicable requirements prior to processing solicitation documents.
  • Prepares or assists with the preparation of specifications.
  • Determines the appropriate procurement method.
  • Prepares and advertises solicitation documents.
  • Distributes bid invitations to vendors, notifies vendors of procurement outcome (award, rejection, denied etc.)
  • Identifies and/or selects potential vendors.
  • Assists with reviewing tabulations and analyzing bids to determine the lowest and best responses, codes bids, and prepares or oversees the preparation of purchase orders.
  • Coordinates and schedules solicitation evaluation with team members.
  • Evaluates offers and/or proposals submitted by vendors in response to solicitation documents.
  • Purchases or oversees the purchasing of commodities, services, and/or equipment.
  • Issues purchase orders to awarded vendors.
  • Rejects items that do not meet specifications.
  • Monitors legal and regulatory requirements pertaining to purchasing.
  • Acts as a single point of contact for most purchases.
  • Initiates and approves local and emergency purchases.
  • May maintain or oversee a perpetual inventory control on warehouse items through the use of stock cards or a computer system.
  • Establishes quotas, needs, and issuing schedules on commonly used items.
  • Distributes solicitation addendums and updates as needed.
  • Seeks ways to streamline purchasing and increase efficiencies.