Procurement Services

2017 Calendar Year Training Opportunities

Please register for the below classes through the UC Learning Management System (LMS):
https://www.learningcenter.ucsb.edu/employee-only-log 

Looking for Equipment Management training? http://www.bfs.ucsb.edu/equipment/training

How about Flexcard training? Click here: http://www.bfs.ucsb.edu/procurement/flexcard/training-and-testing

Procurement Courses - held Quarterly

Gateway Courses - held Monthly:

Introduction to the Public Contract Code – 1.5 hrs
Instructor: Kimberly Tapia
Description: This is an introduction to standards of care and the responsibilities associated with procuring goods and services for a state and federally-funded institution. We'll go over the Public Contract Code, including conflict of interest, competitive bidding, and price reasonableness.

Federal Purchasing – 1.5 hrs
Instructor: Calli Price
Description: This course reviews the various procurement requirements in the Federal Acquisition Regulations (FAR) and Office of Management and Budget (OMB - Uniform Guidance) for federal contracts & grants. Includes overview of the Form A, and what constitutes a justifiable sole source and price reasonableness statement

Business Contracts – 1.5 hrs
Instructor: Kimberly Tapia
Description: Sometimes a procurement transaction can be a simple Purchase Order, and sometimes you need a contract. We'll discuss what needs a contract, what to look out for in Click-to-Agree contracts, and problematic provisions for the University.

Restricted Commodities & Customs – 1.5 hrs
Instructor: TJ Bloominger
Description: Ever wonder why items are considered restricted? This course goes over the highlights of the UCSB Campus Restricted Commodity List, and the routing/approval requirements for Importing goods and Export Control.

Gateway 101 – 2 hrs
Instructor: Kathleen Yabsley
Description: The Gateway 101 class will provide an introductory overview of the Gateway e-Procurement system. Topics include placing an order, receiving, invoicing, and helpful tips and tricks.

Gateway Forms – 1 hr
Instructor: Kathleen Yabsley
Description: The second class in the Gateway series focuses on the many types of Forms in our e-Procurement Gateway system. Topics include Vendor Blankets, Contracts, Change Orders, Walk-In, Confirming, Flexcard, and others.

Gateway Receiving – 1 hr
Instructor: Kathleen Yabsley
Description: The third class in the Gateway series focuses on the Receiver role. We will walk you through how and when to receive, briefly discuss invoices, and review frequently asked questions

GMC 101 – 1 hr
Instructor: Kathleen Yabsley
Description: The Gateway Management Console (GMC) is the integration point for how departments assign spend authority and approval for their Account Strings in Gateway. The GMC 101 class will provide department administrators information on how to manage accounts and users within their departments, discuss the DPA and DSA roles as well as project codes, and cost centers, and provide tips on bulk uploads. For DPA users only.