Mini Tune-Ups

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