Small Business First Updates & Training
***UPDATED***
On 3/31/22, the UCSB Procurement Team provided training on the UC Small Business First Policy.
Mini Tune Up Sessions
Cost Transfers: Transfer of Expense Mechanisms
***UPDATED***
On 3/10/22 Tyler Clark, Manager, Extramural Funds Accounting, hosted a Cost Transfers discussion of the three different mechanisms used to transfer expenses.
Detailed information reviewed during the session is available on our EMF website here: https://www.bfs.ucsb.edu/extramural-funds/cost-transfers/transfer-expense-mechanisms
Cost Transfers: Late Cost Transfer Escalation Procedure
***UPDATED***
On 3/17/22 Tyler Clark, Manager, Extramural Funds Accounting, hosted a Cost Transfers discussion reviewing the escalation process for late cost transfers.
Detailed information reviewed during the session is available on our EMF website here: https://www.bfs.ucsb.edu/extramural-funds/cost-transfers/late-cost-transfer-escalation-procedure-federal-and-federal-flow
Read moreCost Transfers: Late Cost Transfer Escalation Procedure
ServiceNow Portal for Payment Services & CONCUR Check-In
***UPDATED***
On 3/8/22 Steve Kriz and Annette Gonzales provided information regarding the new ServiceNow Payment Services Portal and Updates and Guidance regarding CONCUR.
The following links were provided as additional resources (and are also found in the presentation deck):
Read moreServiceNow Portal for Payment Services & CONCUR Check-In
Contract and Grants Cost Transfer Basics
***UPDATED***
On 2/28/22 Tyler Clark, Manager, Extramural Funds Accounting, gave an foundational overview of Contract and Grants Cost Transfers.
Material covered is from the Extramural Funds webpage on Cost Transfers. Please visit our website for the most up-to-date information: