Procurement Services

Purchasing & Gateway Training Opportunities

Equipment Management training - http://www.bfs.ucsb.edu/equipment/training
FlexCard training - http://www.bfs.ucsb.edu/procurement/flexcard/training-and-testing

Interested in a targeted topic training? We'd be happy to create a specific training session for your department - email us at purchasing@bfs.ucsb.edu

Purchasing Classes

Gateway CLASSES

Purchasing Basics & the Public Contract Code

Updated May 2022 - Reviewed in this webinar is CA procurement law, UC purchasing policies such as bids, small business, conflict of interest, and data security. We also discuss signing documents and purchasing ethics as a public employee.

View the RECORDED version of this training and download the slides for notetaking and reference.

Independent Contractors & Contracting Out for Covered Services:
2020: Reviewed in this brief training are the new California labor law (AB5) and UC labor policy (Article 5) governing hiring vendors in certain labor categories.

View the RECORDED version of this training and download the slides for notetaking and reference.

Conflict of Interest
Updated 2021 - This quick class reviews conflict of commitment, use of University resources, and transactions involving current and former UC employees and near relatives of UC employees.

View the RECORDED version of this training and download the slides for notetaking and reference.

Federal Purchasing + Form A review
Updated for 2022! This webinar 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.

View the RECORDED version of this training and download the slides for notetaking and reference.

Business Contracts
Update coming soon (5-2022)! 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.

View the 2019 RECORDED version of this training and download the slides for notetaking and reference.

Restricted Commodities & Customs
Webinar coming 5-2022! This course goes over the highlights of the UCSB Campus Restricted Commodity List, and the routing/approval requirements for Importing goods and Export Control. Download the slides for notetaking and reference.

 

9/2020 - Gateway Approvals via Email & Jaggaer's Mobile App - Recorded Webinar:

https://ucsb.box.com/s/tv8pwa57vnaiqftlr68prkze90hellw7

For the below Gateway Classes, please register for the below classes through the UC Learning Center:

Gateway 101
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
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
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
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 cent