Training Guides
All
PCard
Purchasing
Travel
TechBuy
Contracting
Vendor
| Link (Title) | Description | Categories (Comma Separated) |
|---|---|---|
| Emburse Login | A travel expense worksheet used for guests of Texas Tech University to calculate mileage, vehicle rental, fuel, meals, and other travel expenses. | PCard |
| Emburse E-mail Approvals | Chrome River will email you expenses that require your approval. | PCard |
| Emburse PCard User Guide | The agency vendor setup form is used for setting up a federal, state, local, and private granting agencies in TTU’s vendor database. | PCard |
| Emburse PCard User Guide for Cardholders | Navigating Emburse as a PCard cardholder. | PCard |
| Emburse Expense Category Breakdown | This PDF table shows a breakdown of the different categories of expenses and their associated account codes. | PCard |
| Emburse Enterprise CBA Training Guide | This complete guide walks CBA and TAC Ghost Card users through the following: Definitions, Emburse Ghost Card Overview, Emburse Login, System Requirements, Navigation, Receipts, Submitting Expense Reports (ER), Expense Report Routing, Report Status, Returned Expense Reports, Recall a Report, Inquiry (Reports), Approvals in the Emburse System, and Compliance Warnings/Violations. | PCard |
| How to Add a Delegate | Delegates (formerly referred to as reconcilers) are Emburse users who can create Expense Reports for a Cardholder and access the Cardholder’s Settings menu, Home screen, and Inquiry Reports. This guide shows users how to add an individual as a delegate. | PCard |
| How to Add Receipts | Using the Snap and Send feature in Emburse to quickly load receipts to a user's Emburse eWallet. | PCard |
| How to Itemize an Expense | Itemization is used for PCard transactions that require more than one Expense Type. | PCard |
| PCard: Restricted Items, Mandatory Contracts & Policy Violations | Types of transactions which are restricted for purchase using a PCard. | PCard |
| PCard Three Strike Policy | To assist departments in using their PCard responsibly, Procurement Services will follow a Three Strikes System. Each strike is a warning for misuse. After three strikes, the cardholder's PCard or departmental card privileges will be revoked. This guide will also outline what counts as a strike. | PCard |
| Technology Subscriptions and Software Acquisitions | Before any software purchase is made, approval must be obtained by Procurement Services, General Counsel, and the Office of the CIO. This is done through the routing process when there is a contract and through TechBuy on a purchase order. During the PCard process, this approval must be obtained first before using the PCard. This guide explains when, why, and how to obtain approval for technology, subscription, and software purchases. | PCard |
| Voyager Card Reconciliation Using Smartsheet | How to reconcile your Voyager card transactions using Smartsheet. | PCard |
| PCard Purchase Exception Form | The PCard Purchase Exception Form combines the following three forms into one convenient location: the Software Exception Form, the Foreign PCard Purchase Form, and the Foreign Software PCard Purchase Exception Form. | PCard |
| Guidelines for Completing a Contract Routing Sheet | Required for all contracts and contract amendments. The contract routing sheet is used to facilitate the contract review and approval process. This form shall be prepared, signed, and attached to the TechBuy requisition when there is an expenditure. If there is not an expenditure, then email this form and the Word version of the draft contract to contracting@ttu.edu. | Contracting, Purchasing |
| Contract Management Handbook | There is no single “right” way to contract. Various types of purchases and contracts may require different practices, processes and strategies for successful implementation. The purpose of the Contract Management Guide (Guide) is to offer state agency contract managers recommendations on improving existing contract management processes and practices. | Contracting |
| Contract Management Office Procedures and Information | This guide provides definitions for the Contract Management Office and associated terms, as well as the procedures and information regarding the contract process. | Contracting |
| Emburse Travel Training | Form required for checking in and out a Departmental PCard and for documenting the transaction. | PCard, Travel |
| User Guide for PCard Cardholders | Departmental PCard application is required for any new department PCard request. The application can be emailed to pcard.purchasing@ttu.edu. This is not for a card in an individual’s name. | PCard |
| Memberships | TechBuy Guidelines for Entering Requisitions for Memberships. | Purchasing |
| Guest Lodging | The following guidelines are intended to assist individuals entering requisitions. | Purchasing, Travel |
| Adding or Removing Shoppers, Requestors, or Approvers | The following guidelines are intended to assist individuals entering requisitions for memberships in TechBuy. | TechBuy |
| Creating and Managing Carts | To process a requisition, you must create a cart in TechBuy. You can add products to a cart by using the punch-outs, hosted catalogs, forms, or non-catalog items. | TechBuy |
| Creating Personal Dashboards in TechBuy | This training guide will assist you with creating a personal dashboard. A personal dashboard will allow you to have everything you use on a regular basis together in one page and it may also be set as your personal home page. | TechBuy |
| Guidelines for Using the Encumbrance Release System | The following guidelines are intended to assist individuals requesting the release of a procurement-related encumbrance. | TechBuy |
| Procurement Process for Requisition Submission | There are three ways to purchase items using TechBuy: TechBuy Forms, a Hosted Catalog, or a Punchout Vendor. This guide will walk users through creating a requisition in one of these three ways. | TechBuy |
| Navigating in TechBuy | Overview of navigation in the TechBuy system. | TechBuy |
| TechBuy Guidelines for Amazon Punchout | The following guidelines are intended to aid individuals in making acquisitions with TTU funding through Amazon. | TechBuy |
| Change Request Guide | What is a change request? When are they required and how do they work? Also, if a change request is needed, how do you create one? | TechBuy |
| Splitting FOAPs on your Requisition | Adding Split FOAPs to the Line-item and Header-level of a requisition. | TechBuy |
| Submitting a Requisition using Manual Vendor Entry | If a vendor is not currently contracted with Texas Tech University, this guide shows you how to manually add a vendor for requisitions. | TechBuy |
| TechBuy General Troubleshooting | General troubleshooting tips for users experiencing issues in TechBuy. Some specific issues addressed in this guide: Cache/Cookie Issues, Punch-Out Not Opening in a New Window, User Permissions, Punch-Out Access Denied, etc. | TechBuy |
| TechBuy Profile Setup and User Guide: Optimizing Your Account for Efficiency | Setting up your user profile to eliminate issues and simplify the purchasing process in TechBuy. This guide includes how to set up: default addresses, default FOP information, email and notification preferences, etc. | TechBuy |
| Approving in TechBuy | How to view your pending approvals and best practices. | TechBuy |
| TechBuy Guidelines for the TTU Limited Engagement Form | The following guidelines are intended to provide assistance for individuals entering requisitions for payees hired to perform short-term contractor work with a limited, predetermined scope in TechBuy. Its purpose is to provide an expedited approval process in lieu of a full Independent Contractor Questionnaire (ICQ) review, while still verifying that the payee meets the criteria of an independent contractor rather than an employee. Payees can forgo the completion of the ICQ if the payment is for one-time services. | TechBuy |
| Creating Reports in TechBuy | Navigating how to create and export reports from TechBuy. | TechBuy |
| Attaching Invoices for Payment | How to attach an invoice to your purchase order in TechBuy | TechBuy |
| Account Code Descriptions | This webpage provides users with a breakdown of current account codes and their associated descriptions. | Purchasing |
| Allowable/Non-Allowable Expenses by Fund Type | This webpage provides users with a breakdown of what can be purchased by funding type. | Purchasing |
| HEF Guidelines | HEF funds purchasing guidelines, restrictions, and procedures | Purchasing |
| TUF Guidelines | TUF funds purchasing guidelines, restrictions, and procedures | Purchasing |
| Account Code Descriptions | Start-Up funds purchasing guidelines, restrictions, and procedures | Purchasing |
| New Vendor Setup Process | Vendor Services has launched a new, secure, and improved vendor setup process through an online electronic portal. This electronic portal will utilize PaymentWorks. | Vendor |
| Emergency Purchases | If a situation arises in which compliance with normal procurement practice is impracticable or contrary to the public interest, an emergency purchase may be warranted to prevent a hazard to life, health, safety, welfare, property, or to avoid undue additional cost to the University. | Purchasing |
| Open Records Policy | Texas Tech University System's policy and procedures for handling public records requests are outlined in Texas Tech University System Regulation 07.01. This regulation applies to all requests for public records from the System administration and all of the System's component institutions. | Purchasing |
| Documentation Requirements | This table is to help users understand when forms are required for purchases. | Purchasing |
| Looking Up Travel Payments | Instructions for looking up Travel Payments by Voucher Number, FOP and R# or Name | Travel |
| Travel Agencies & Business Travel Account (BTA) requests | When should travel agencies be used, and how do you use them? | Travel |
| Travel Guidelines when using State Appropriated Funding | When are state-appropriated funds restricted/allowed for travel? | Travel |
| Policy Guidelines for Personal Vehicle Mileage Reimbursement | The following guidelines are intended to provide assistance for individuals traveling via a personal vehicle. | Travel |
| Vehicle Rental from TTU Operations Division | How to rent a vehicle from the TTU Operations division. | Travel |
| TechBuy Guidelines for Renting Cars from National Car Rental | How to rent a vehicle from National Car Rental. | Travel |
| Renting Vehicles from Enterprise Rent-A-Car in TechBuy | How to rent a vehicle from Enterprise Rent-A-Car. | Travel |
| Vehicle Rental from TTU Operations Division | Current rental car rates for Avis/Budget | Travel |
| Vehicle Rental from TTU Operations Division | Current rental car rates for Enterprise Rent-A-Car | Travel |
| Vehicle Rental from TTU Operations Division | Current rental car rates for Hertz | Travel |
| Guest Lodging | The following guidelines are intended to assist individuals entering requisitions for guest lodging. | Travel |
| Departmental Guidelines for Purchasing Coca-Cola Products | The following guidelines are intended to assist individuals entering requisitions for Coca-Cola products. | Purchasing |
| Copiers: New | TechBuy Guidelines for Entering Requisitions for New Copiers | Purchasing |
| Copiers: Renewals | TechBuy Guidelines for Entering Requisitions for Renewal Copiers | Purchasing |
| Employee Reimbursements | TechBuy Guidelines for Entering Requisitions for Employee Reimbursements | Purchasing |
| TechBuy Guidelines for Acquiring Unmanned Aircraft Systems or Drones and Related Services | The following guidelines are intended to assist individuals entering requisitions for Unmanned Aircraft Systems (UAS) or drones and related services. | Purchasing |
| Departmental Moving Expenses | TechBuy Guidelines for Entering Requisitions for Departmental Moving Expenses | Purchasing |
| Equipment: Used | TechBuy Guidelines for Entering Requisitions for Purchasing Used Equipment | Purchasing |
| Equipment: General | The following guidelines are intended to assist individuals entering requisitions for Coca-Cola products. | Purchasing |
| Foreign Goods and Equipment | Guidelines for Purchasing Foreign Goods and Equipment | Purchasing |
| Flowers and Decorations | TechBuy Guidelines for Entering Requisitions for Flowers & Decorations | Purchasing |
| Guest Lodging | The following guidelines are intended to assist individuals entering requisitions. | Purchasing, Travel |
| Guest Speaker Fees | TechBuy Guidelines for Entering Requisitions for Performers, Lecturers, and Guest Speaker Fees | Purchasing |
| Navigating Foreign Acquisitions | The following guidelines explain compliance rules, restrictions, estimation of timelines, and budgeting tips for departments submitting foreign purchases. | Purchasing |
| Memberships | TechBuy Guidelines for Entering Requisitions for Memberships | Purchasing |
| Non-Employee Travel | TechBuy Guidelines for Entering Requisitions for Non-Employee Travel Expenses | Purchasing, Travel |
| Printing Services | TechBuy Guidelines for Entering Requisitions for Printing & Copying | Purchasing |
| Promotional Items | TechBuy Guidelines for Entering Requisitions for Promotional Materials. Promotional products are any type of product that is imprinted with the Texas Tech University (TTU) name, seal, logos, or the name of a TTU department, college, or center, which are used to promote TTU, the department, or affiliated programs. | Purchasing |
| Technology Subscriptions and Software Acquisitions | TechBuy guidelines for entering Technology Subscriptions and Software Acquisitions. | Purchasing |
| Utility Vehicles | TechBuy Guidelines for Purchasing Utility Vehicles. Because of safety and insurance requirements for utility vehicles, the procurement of utility vehicles must be coordinated through the TTU Vehicle Fleet Management. The procurement process for these types of equipment shall be the same as for vehicles. | Purchasing |
Procurement Services
-
Address
Box 41094, TTU Plaza, Suite 408, 1901 University Avenue, Lubbock, TX 79409-1094 -
Phone
806.742.3844 | Fax: 806.742.3820 -
Email
strategic.acquisitions@ttu.edu