Supply Chain Management News
March 2018
Dear Campus,
  
We would like to inform you of a few updates and important events coming soon. 
Please review the topics below and follow the links or scroll down for more information on each topic.  
 
This month's SCM News:
  • Adding Ship To in Carts
  • New Shopper Information
  • Fiscal Close Reminder
  • New Conflict of Interest forms
  • Procurement tip: Use Existing Contracts


If you have any questions, please contact the BearBuy Help Desk at 
510-664-9000 (options 1,2) or   BearBuyHelp@berkeley.edu   for immediate assistance.

Thank you for your continued support, 

Supply Chain Management


Adding Ship To in Cart
We will be requiring Shoppers to add Ship To information to submit Carts. Before we make this mandatory, we are providing training material on how to do this. A simple "How To" can be found on the SCM BearBuy website here .

https://supplychain.berkeley.edu/how-select-ship-option-shopper

You can also review our YouTube video here.

https://www.youtube.com/embed/xJZUR7RaYNk?rel=0


New Shopper Information
Below are links to the BearBuy website, instructional aids, training courses and how to create Service Now tickets for BearBuy related issues. You can also find information on the left side bar of the BearBuy home page.

This link will direct you to the BearBuy Homepage. Take note of the main image because this is a high level view of a BearBuy transaction workflow. Additionally, the BearBuy Website is a hub for numerous links such as the  Roles & Responsibilities  tab that defines the various types BearBuy Users.

This link contains numerous BearBuy training materials. Feel free to click on the various videos and guides as you explore the intricacies of BearBuy.

Whether you are an experienced BearBuy shopper or new shopper, it is always great to have a face-to-face training with a designated BearBuy trainer. Review the list of dates for the "Basics for Shoppers training" and choose a date that fits your schedule. We look forward to meeting you and answering your questions.

If you have any problems or issues related to BearBuy you can contact the help desk and submit a Service Now ticket.


Fiscal Close Information for 2018-2019
Purchase Order requests for amounts over $100,000 should be submitted before May 1st with complete documentation if orders are needed prior to fiscal year end, June 30. Requests for purchase orders over $5,000 must be submitted by May 25th.  
 
This year's fiscal closing steps and deadlines are similar to those in previous years. We ask you review the information provided by the Controller's office to ensure that all relevant steps are taken according to the schedule. Please visit their website at: http://controller.berkeley.edu/accounting-controls/fiscal-close-information
or click here
 
If you have questions about the fiscal close process, please contact General Accounting at gao@berkeley.edu.


New Conflict of Interest Form
The Conflict of Interest Certification form has been updated to comply with Political Reform Act and Business 43 requirements. This form is live and should be used to disclose all potential conflicts of interest. As of May 1, 2018, previous versions of the Conflict of Interest Certification form will no longer be accepted for review. You can find a copy of this form on the Supply Chain Management website under Procurement forms or by clicking here



Did you know that ordering from an existing contract will save you time?
Contracts have the best combination of product availability, delivery, costs and value-added incentives for the campus. Catalog/Contract orders do not require Buyer review for orders under $100,000 or the back-up documentation that is needed for off-contract spend.

Buying on contract provides the following benefits:
  • Cost savings
  • Negotiated terms and conditions
  • Reduced risk to the University
  • Streamlined ordering process

UC Berkeley Strategic Sourcing : Active agreements can be found in BearBuy. Search Contracts in BearBuy to learn more about UC Systemwide and Campus agreements.




Thanks!
The BearBuy Team