Mini Tune-Ups

UCSB SAASB

***UPDATED***

On 5/19/22 we discussed the modernization of the BARC system, with changes to go into effect beginning 5/23/22.

Topics included:

Accounting image

***UPDATED***

On 4/19/22, Tyler Clark, Manager, Extramural Funds Accounting, discussed important updates to Effort Reporting.

Topics included:

UCSB SAASB

***UPDATED***

On 4/7/22, we provided updates regarding UCSB Equipment Management, demonstrating and discussing the new online submission process for EIMRs and Transfers to Surplus in ServiceNow.

UC Small Business First

***UPDATED***

On 3/31/22, the UCSB Procurement Team provided training on the UC Small Business First Policy.

[View presentation deck]

[View recorded session]

 

Accounting image

***UPDATED***

On 3/17/22 Tyler Clark, Manager, Extramural Funds Accounting, hosted a Cost Transfers discussion reviewing the escalation process for late cost transfers.

Accounting image

***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

UCSB Henley Gate

***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):

Accounting image

***UPDATED***

On 2/28/22 Tyler Clark, Manager, Extramural Funds Accounting, gave a 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:

https://www.bfs.ucsb.edu/extramural-funds/cost-transfers

Travel

***UPDATED***

On 10/5/2021 we discussed tips, best practices, and reminders about Travel and Reimbursement processing.

Topics included:

***UPDATED***

On 9/2/21 staff from BFS Department units discussed updates to the services provided to campus.

[Download the presentation deck]

[View the recorded video]

Pages