Procurement Services Updates - January 2021
**UPDATED**
On 1/28/21, Jacob Godfrey, Chief Procurement Officer, discussed Procurement Services updates.
Topics included:
Mini Tune Up Sessions
Mini Tune-Ups are coaching sessions designed to provide extra training, updates, and answers about specific BFS processes. Sessions are hosted by BFS subject matter experts, and attendees join using the conferencing program Zoom. View Session Calendar
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Object Code Realignment Project Updates
**UPDATED**
On 01/26/21, the General Accounting Team discussed the object code realignment project.
UCSB's object codes are being realigned with UCOP's new expense accounts. As background,
Important Effort Reporting Updates
**UPDATED**
On 12/3/20, Tyler Clark, Manager, Extramural Funds Accounting, discussed important updates to Effort Reporting.
Gateway Enhancements with Release 20.3
**UPDATED**
On 10/29/20, Kathleen Yabsley, Gateway/eProcurement Systems Manager, previewed changes coming with the next release of Gateway: Enhanced Search Engine, Updated User Interface and PO Change Requests.
[Click to view the presentation deck]
[Click to view the recorded video]
Release of New Effort Reports
**UPDATED**
On 10/19/20, Tyler Clark, Manager, Extramural Funds Accounting, discussed Effort Reporting at UCSB. Topics included were an overview of Effort Reporting, the status of effort reporting at UCSB, and the release of new Effort Reports. We also asked for participation in a poll to help determine how we release the next Effort Reporting periods (the result was to release Periods 35 & 36 together).
Claiming Undistributed ACH & Wire Deposits
**UPDATED**
On 10/15/20, Olga Mery discussed the guidelines and process for claiming undistributed ACH and wire deposits (Cash Received Undistributed "CRU" funds).
[Click to view the presentation deck]
[Click to view the recorded session video]
I-9 Remote Section 2 Requirement
**UPDATED**
On Wednesday, October 7th, we discussed the I-9 remote Section 2 requirement for all new hires.
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[Click to view the recorded session video]
Procurement Services Updates
**UPDATED**
On 9/17/20, Calli Price and Kathleen Yabsley discussed Procurement Services updates. Topics included the UC Regents Contracting Out Policy and Assembly Bill 5, Gateway approvals by email, and the Gateway/Jaeggar mobile app.
[Click to view the presentation deck]
[Click to view the recorded session video]
Merchant Services Accounting Updates
**UPDATED**
On 8/20/20, Tahna Hekhuis and Olga Mery (General Accounting), and Matt Coy and Mary Lee (Banking Services) discussed the new and improved Merchant Services accounting process, including new flexible options, such as specifying revenue and expense accounts for direct journaling to save you time and effort each month.
Business & Financial Services Updates for Campus
**UPDATED**
On Wednesday, 8/12/20, Managers from BFS Department units discussed updates to the services provided to campus. Units presenting included: