Procurement Services - COVID-19 Updates
**UPDATED**
On 4/16/20, the Procurement Team discussed how Procurement Services is supporting the campus community during the COVID-19 outbreak, and answered common questions.
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
Use the links below to submit questions for upcoming MTU Sessions and to suggest future session topics.
Submit Questions for Upcoming Sessions Suggest Future Topics
Guidance for Travel Expense Processing When Working Remotely
**UPDATED**
On 4/8/20, Steve Kriz, Assistant Director, Accounting Services, gave guidance and answered questions about processing travel expense vouchers in the remote working environment.
Read moreGuidance for Travel Expense Processing When Working Remotely
Searching for Small Businesses for Federal Subcontracting Plans
**UPDATED**
On February 19, 2020, Heather Perry, Sustainable Procurement Program Manager and campus Small Business Officer explained the transition from Gateway Supplier Class Flags to UC's contracted Supplier Diversity database, Supplier.io Explorer, as your trusted source to validate and search for small and diverse vendors. Whether you're a Contracts and Grants Liaison, department purchaser for a federal contract, or are looking to support the UC's Economically and Socially Responsible spend goal, this tool will assist you!
Read moreSearching for Small Businesses for Federal Subcontracting Plans
Undergraduate Resource Reporting
**UPDATED**
On 8/28/19, Julie Portillo, Fiscal Manager, Office of Financial Aid & Scholarships, Andrew Height, Fiscal Analyst, Office of Financial Aid & Scholarships, and Steve Kriz, Assistant Director, Accounting Services, discussed Undergraduate Resource Reporting ("UGRR"). UGRR is the campus process for requesting payments to current undergraduate students for a scholarship, or any resource other than wages. They reviewed the policy and process as well as important changes for the 2019-20 academic year.
Topics included:
New Commodity Codes for Categorizing Purchases in Gateway
**UPDATED**
On July 29, 2019, Kathleen Yabsley, Gateway Systems Manager, discussed the new commodity codes, with detailed descriptions for categorizing purchases, that were added to the Gateway commodity code list. Accurately categorizing purchases allows us insight into how we spend UC funds, and in turn we can negotiate better discounts to redirect the funds for use in education and research.
[View the presentation deck]
Read moreNew Commodity Codes for Categorizing Purchases in Gateway
Navigating Fiscal Close with UCPath
**UPDATED**
On July 18th, 2019, Jim Corkill and Leslie Griffin presented a discussion about navigating fiscal close with UCPath. Topics included prioritizing General Ledger issues, General Ledger FYE 6/30/19 challenges, General Ledger management plans for FY2020, assessment rates for FY2020, and more.
UCPath Functional Users* can review a recording of the session and copy of the presentation deck here: https://ucsb.app.box.com/folder/82385126609
Salary Cost Transfers
**UPDATED**
On October 17, 2018 we talked about the process for creating Salary Cost Transfers, and the support that will be available for departments when doing transactions.
What Will Look Different in the GL with UCPath?
**UPDATED**
On Tuesday, 10/9 we discussed what looks different with the GL under UCPath.
UCPath Reporting Options
**UPDATED**
On Thursday, 9/27 we discussed reporting capabilities that will be available via PeopleSoft and Cognos within UCPath.
ServiceNow Catalogs for HR & BFS
**UPDATED**
On September 18, 2018, we discussed the new ServiceNow catalogs for HR & BFS.