Become trained on City purchasing and contracting

Watch training videos on various contracting topics, including purchasing, waivers, and using PeopleSoft.

Trainings are available to City staff only. If you have trouble accessing a training, email us at: oca@sfgov.org.

Resources

Contracting overview

Procurement 101

Watch this training video to learn the basics of contracting and procurement in San Francisco.
Introduction to City Procurement

Watch this training video to learn the basics of contracting and procurement in San Francisco.

Waivers

How to Request Waivers to City Contracting Requirements

Watch this training video to learn about different contracting waivers and how to request them.
How to Submit 12B, HCAO and MCO Waivers in ServiceNow

Watch this training video to learn how to use ServiceNow to submit 12B waivers to CMD and HCAO and MCO waivers to OLSE. This video also covers 14B waivers. However, this portion of the training is now superseded by "How to Submit 14B LBE Waivers in ServiceNow."
How to submit 14B LBE Waivers in ServiceNow

This training is focused exclusively on the Chapter 14B LBE waiver application in ServiceNow and reviews all changes and updates made to the application since its launch in July 2022.

Using PeopleSoft

PeopleSoft Training and Practice (Part 1)

Watch this training video to learn how to use PeopleSoft for contracting.
PeopleSoft Training and Practice (Part 2)

Watch this training video to learn how to use PeopleSoft for contracting.

Standard purchasing

ServcieNow Chapter 21 Contract Review Application

Learn how to submit contracts that must comply with Chapter 21 for review and approval by program departments and, where applicable, OCA.
Prop Q Training

Sign into your SF Employee Portal to take this Prop Q training to become eligible to make Prop Q purchases.
Direct Contracting (Multiyear Contracts)

Watch this training video to learn how to start a multiyear contract for a recurring purchase.
OCA Solicitation Templates (Part 1)

Watch this training video to learn how to use solicitation templates for starting a multiyear contract.
OCA Solicitation Templates (Part 2)

Watch this training video to learn how to use solicitation templates for starting a multiyear contract.

Technology purchasing

Technology Purchasing and Contracting (Part 1)

Watch this training video to learn about your technology purchasing options.
Technology Purchasing and Contracting (Part 2)

Watch this training video to learn about your technology purchasing options.
Create Sourcing Events for Tech Marketplace RFPs

Watch this training video to learn how to create Sourcing Events for Tech Marketplace RFPs.
Technology Marketplace 3.0 Training Part 1 & 2 PowerPoint Slides

Slides for Tech Marketplace 3.0 Training for part 1 & 2.
Technology Marketplace 3.0 Training (Part 1)

Effective December 19, 2023, all departments can request quotes and submit requisitions under the new TM 3.0. This is part 1 of 2.
Technology Marketplace 3.0 Training (Part 2)

Effective December 19, 2023, all departments can request quotes and submit requisitions under the new TM 3.0. This is part 2 of 2.

Special purchasing

Special Purchasing Overview

Watch this training video on special purchasing requirements for gift cards, uniforms, copiers, and more.

Departments

Office of Contract Administration