June 2022
The Procurement Post 
Updates to Training & Tools
New recordings for the following webinar trainings have just been posted. These address procurement and contract law, bid requirements, conflict of interest in financial transactions, the Form A and price reasonableness, and the new small business policy (among many other topics).
  • Purchasing Basics & the Public Contract Code
  • Conflict of Interest
  • Federal Purchasing + Form A Review

Also new this week: Labor Relations and Employment & Talent Acquisition posted a combined Covered Services and AB5 Independent Contractor Law ServiceNow ticket for determinations: https://ucsb.service-now.com/contractingout
A New Addition to the Team!
Angella Tai is the newest member of the team!
Hello everyone! I am excited to join the Procurement team as a Senior Contracts Analyst and I am grateful to return to UCSB. I am a Bay Area native and I love to play soccer! I graduated from UCSB in Business/Economics/Accounting and have a Master's degree in Urban Planning from CSUN. I enjoy taking walks out to the bluffs with my dog Zoe and learning about all the birds in our coastal region.
I am looking forward to getting to know everyone!
Equipment Management Service Portal Enhancements
Equipment Custodians can view all active fabrication projects, inventorial equipment, and processed Equipment Inventory Modification Requests using the Procurement Services Portal. The portal has also been enhanced to automatically route all Equipment Inventory Modification, Equipment and Surplus Disposal, and Fabrication Project requests to the assigned Equipment Custodian for approval. 
Fabrication Projects
All fabrication project owners and equipment custodians must conduct a fiscal year-end review of all active fabrication projects and report any that are "in-service". Equipment custodians can review all active fabrication projects assigned to their custody codes in the Procurement Services Portal. In-service fabrication projects can be reported using the Service Now Fabrication Information Update form.  
FlexCard
The flexcard is a great tool for the campus; if your vendor is not in Gateway and you don't have a lot of time to get them added, use the Flexcard! The Flexcard increases the speed of payment for merchants, and reduces the need for petty cash and/or employee reimbursement.
Contact us at [email protected] for specific guidance.
UC's Small Business Policy is LIVE!
For ALL non-federal funds:
The UC Small Business First Policy requires purchases of goods and/or services between $10,000 - $250,000 annually (that are not otherwise exempt or cannot be procured via existing competitively bid or strategically sourced agreements), to be made with certified Small (SB) or Disabled Veteran Business Enterprises (DVBE).

  • For purchases or VB’s between $10,000 - $100,000 - one (1) quote must be obtained from either a certified SB or DVBE.
  • For purchases or VB’s between $100,000 - $250,000 - at least two (2) quotes must be obtained from certified SBs or DVBEs.

Save a copy of the UCSB Quick Reference Guide, and the Waiver Form.

Don’t forget that UCSB’s Small and Diverse Business Program website includes tips for finding certified small or disabled veteran business enterprises. We recommend the UC-contracted Supplier Diversity database, Supplier.io Explorer, as this tool sources small and diverse business certifications from hundreds of organizations, including SAM and the State of California, and maintains an active database of small and diverse suppliers used by UC campuses. A Mini Tune Up training session on how to request access and utilize the Supplier.io tool is available for viewing.
Systemwide Vendor Agreements
Wondering if the UC has a contract with a particular vendor? Bookmark this page:
This site provides links by category for currently contracted supplier agreements that have been competitively bid!
How to Expedite Service in Procurement
You will achieve the fastest response time for questions about requisitions, bids, invoices, contracts and general procurement questions. Instead of emailing an individual, please use the new Procurement ServiceNow Catalog:
https://ucsb.service-now.com/procurement

Please use the Comment tab on a Gateway requisition to get in touch with your assigned
Buyer or Contract Analyst to view status, and document your department decisions.
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