- May132021
Procurement Customer Service Feedback
Procurement is launching what we call a “Customer Service Feedback” form. It is a short survey that will allow our campus community to provide direct feedback to Procurement and Supply Chain Services all year long. We want to know how we’re doing and your responses will help us better understand where we can make improvements. Complete the survey here:
Procurement Customer Service Feedback Form
All responses are anonymous unless you choose to provide your personal information.
Thank you in advance for your feedback! - May102021
Fiscal Close 2020-2021 Calendar Now Available
The annual Fiscal Close Calendar for 2020-21 is now available. This calendar includes important deadlines for invoice, PO/CruzBuy and recharge processing. In addition, this calendar includes important UCPath related deadlines, including Funding Entry Freeze, and last day for FY21 Salary Cost Transfer Approvals. - Feb12021
New Preferred Supplier for Apple Products: CDW
CruzBuy users now have another option for purchasing Apple products through the CDW-Apple punchout.
The collaboration between Apple, CDW, and UC has yielded some great discounts for the UC system, and CDW is committed to providing the same excellent service as you have come to expect from Apple. Here are some of the benefits:
- CDW offers a 1% additional discount off of the current Apple higher education discount.
- For non-higher Ed. discounted items, CDW offers a 4% discount.
- CDW will provide Device Enrollment Program (DEP).
- Warranties are the same as Apple Direct, and support is through Apple.
- You can work directly with a CDW representative for any customized system requests. Please contact ucteam@cdwg.com for assistance.
- Feb12021
Notice to Vendors: Fraudulent Purchase Order Email Activity
We want to alert you to an email scam involving fraudulent purchase orders and requests for product quotations purporting to originate from UC Santa Cruz. While the university cannot prevent this illegal action, we are actively working to inform our suppliers of this on-going activity. Common features of these supplier-targeted counterfeit UCSC orders include:
- The email message is poorly written, with misspellings and awkward sentence structure
- Orders start with an e-mail inquiry asking for a quote for a small order followed by a subsequent request for a larger order
- The order designates a Ship-To address that is not a UCSC facility or indicates the product will be picked up at the supplier’s premises
- Invalid contact information, such as email addresses using deceptive extensions; e.g. @ucsantascruz.com or @ucsc.mygbiz.com
- The message may include an attachment designed to look like a purchase order, and it may include a logo or other graphic, and in some cases, a signature
- Please note that the university’s internet address is www.ucsc.edu and it is not our practice to ask our suppliers to ship to addresses that are not UCSC campus facilities. It is also not our practice to place orders for merchandise that will be picked up at supplier premises
- The request lists the address of UC Office of the President in Oakland, which is not a UCSC address
- The request includes the title of Procurement Chancellor, which is a fictitious position
If you believe you have received a fraudulent order or quotation request, you may forward it to UCSC Procurement Services at buy4me@ucsc.edu to verify the communication’s legitimacy before responding. You may also contact the Procurement Services department by telephone at: 831-459-2311.
- Dec182020
Change to requisition review requirements related to supplier usage of UC name, trademarks, and logos
Recent changes now require Business Contracts' review of certain supplier usage of UC name(s), trademark(s), and logo(s). A supplier may be using a UC name, trademark, or logo in the following situations:
- The supplier will be designing a logo for the University.
- The supplier will be using a UC name/trademark in advertisements, reports, or other information released to the public, or place the UC name, abbreviations, trade names and/or trademarks or any derivation thereof on any consumer goods, products, or services for sale or distribution to the public.
- The supplier will be manufacturing or distributing any commercial products (e.g. clothing, pennants, drinking glasses, mugs, lighters) bearing the name or decorative seal of a campus.
If the supplier will be using a UC name, trademark or logo in any of the above situations, the requisition will require Business Contracts' review.
EXCEPTION: If you are simply buying goods and the supplier is not selling on their website, or hosting/distributing public facing material, the requisition will not require Business Contracts review unless review is needed for other contract related items ( e.g. non-compliant terms, Data Security, etc).
Please be aware of these changes to requistion review requirements, as it may result in longer processing times. - Dec172020
Financial Affairs Staffing 12/21/20 - 12/23/20
To promote the health and well-being of our staff and honor time-off commitments already made, Financial Affairs is encouraging staff usage of accrued vacation. Service levels may be moderately reduced and turnaround times moderately increased from Monday, December 21 through Wednesday, December 23, 2020. Resources will be available during that period to address any urgent situations.
Financial Affairs will be closed as usual during the campus curtailment period from 12/24/20 - 1/3/21.
We wish everyone a healthy and restful winter break. - Dec12020
Change to Contracting Out Approval Process
Effective December 1, 2020 the contracting out approval process transitioned from DocuSign to ServiceNow. Details regarding the ServiceNow process are available here.
The Services Form and Temporary Staffing Request Form have been updated to remove reference of previous DocuSign requirements and replace these with ServiceNow requirements. If a requisition contains the previous version of these forms, the requisition will be auto-returned upon submission to the requester as a draft cart. To update your form to the newest version, please follow the instructions available here.
Please review these changes to prevent any delays in processing your requisitions.
- Oct152020
Change to Quote and Bidding Requirements
Beginning November 1, changes to quote and bidding requirements will take effect. These new requirements change the number of quotes required for each purchase, and outline bidding requirements. See the full announcement for more information.
The Goods Request Form will be updated to remove reference of previous quote requirements. If a requisition contains the previous version of the Goods Request Form, the requisition will be auto-returned upon submission to the requester as a draft cart. To update the Goods Request Form to the newest version, please follow the instructions available here.
As of November 1, 2020, the following quote and bidding requirements will be in place: 
Reasonable Price
Reasonable price can be established by market test, price or cost analysis, or the experience and judgment of the Buyer. Such judgment considers total value to the University. There is value to the University in purchases which meet the University's needs, such as those involving quality, quantity, delivery and service. A reasonable price need not be the lowest price available, but offers the highest total value to the University.
Exemptions to Competitive Bidding
UC Santa Cruz is committed to a policy of competitive procurement when competition is known to exist. However, there are certain cases where departments may be granted a bid exemption. Work with the PSCS Strategic Sourcing Team to determine if the goods and/or services may be exempt from bidding requirements.
A UCOP Source Selection & Price Reasonableness (SSPR) Justification Form must be completed by the requesting department to substantiate the appropriateness of a bid exemption request for all federally-funded purchases more than $10,000 and non-federally funded purchases more than $100,000 for federal and state audits.
Split Orders
*As required by 2 CFR § 200.320, departments must obtain three (3) competitive quotes, bids or proposals for a purchase transaction more than $10,000.00.
**California Public Contract Code (PCC), sections 10507.7 et seq., requires the University of California to formally competitively bid the purchase of goods and/or services that exceed $100,000 per annual year unless an exception applies and the basis for the award is documented in writing. Requirements for goods and services should be publicly advertised.
- Sep152020
CruzBuy - Resuming Order Processing
On September 8, 2020, the campus post-fire building assessment was completed and Mail & Receiving Services are up and running. All Cruzbuy requests can now be submitted.
The reduction in requests allowed Procurement and the Mail and Receiving staff to focus on urgent/immediate issues critical to the fire response. Any non-urgent requests that were submitted between August 20, 2020, and September 8, 2020, along with any new requests, will be processed by procurement as soon as possible on a first come first serve basis. Please be aware that processing times may increase depending on the amount of requests received.
If you have any questions about mail/packages please contact receiving@ucsc.edu.
- Aug212020
Due to the campus closure caused by the CZU fire, only emergency POs will be processed. All other POs will be held until normal delivery resumes.
If an order is an emergency, enter a comment in the requisition directed to CruzBuy Rush Order, via rush_cruzbuy@ucsc.edu, stating the reason for the rush request and the need by date. The request will be reviewed by a buyer and processed at the buyer's discretion. - Aug192020
Financial Affairs Response Times Impacted
As with many campus units, there are a significant number of Financial Affairs staff impacted by the CZU Lightning Complex Fire. Response times for all Financial Affairs departments may be slower than usual. Be safe, everyone. - Jun12020
Update to Contracting Out and the Service Request form in CruzBuyThe Service Request form in CruzBuy now contains an updated section on Contracting Out to increase compliance with Regents Policy 5402 and Article 5 of the SX and EX collective bargaining agreements.
A new Contracting Out Request & Justification DocuSign form has also been created to assist with obtaining approval when contracting for external services here at UCSC. Please contact Labor Relations, at elrinfo@ucsc.edu, with any questions regarding this new form and process. - May152020
Fiscal Close 2019-2020 Calendar Now Available
The annual Fiscal Close Calendar for 2019-20 is now available. This calendar includes important payroll related deadlines, including the last day to submit TOPEs, and last day for FY20 UCPath Salary Cost Transfer Approvals. - Mar192020
Coronavirus Impact on Campus Deliveries
During the coronavirus shelter-in-place directive, three centralized delivery locations have been established for campus deliveries. For individuals shipping product to SOE Receiving, no changes. Likewise, Thimann Labs Receiving will continue to accept all packages with that shipping address. All other UCSC packages will be managed by UCSC Receiving, who will accept and hold all packages for Departments that are either closed or limited in hours of operations. This includes packages delivered by US Postal Service Mail, UPS, FedEx, and DHL as well as freight.
To arrange pickup at Central Receiving, please call (831) 459-2765 or email receiving@ucsc.edu.
Please keep in mind that, due to limited storage space, all purchases should be directly related to the continuation of university business while the shelter-in-place directive is active. If the purchase is not essential, please wait until the directive is lifted.
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For orders already placed, all deliveries of items through third party carriers must inform the shippers of this change so that carriers can route packages to H Barn;
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Receiving will accept these items and attempt, when possible, to contact departments;
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Departments expecting shipment should, when possible, inform Receiving as to incoming shipments;
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Mail and 3rd Party packages can be picked up by appointment - contact receiving@ucsc.edu for availability;
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Departments not expecting to return until the end of the order should contact Receiving so longer-ranged storage can be arranged.
As a backup while the coronavirus shelter-in-place directive is active, UCSC product may also be shipped to an employee's residence. Here are the requirements:
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Product must be needed for the continuation of university business during the shelter-in-place directive;
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Hazardous/restricted are not allowed for home delivery and must be delivered to one of the centralized locations identified above;
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The requester's supervisor must enter a CruzBuy comment or attach a note stating that he/she is aware that university product is being shipped to the specific employee's personal residence and that the product will be tracked to ensure it is returned to the university once the shelter-in-place directive is lifted;
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Use "Special Instructions" ship-to code;
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Enter shipping address in the internal notes field in the requisition.
Each request will be reviewed by a buyer and will not be processed until all of the above are met.
- Jul132019
CruzBuy Login Update
The transition for CruzBuy to CruzID Gold login is complete. The next time you login to CruzBuy you will use your CruzID Gold login, the same one you use for applications such as CruzPay and FIS Banner.
All of your saved carts and in process orders should be exactly as you left them.
Remember to login by going through cruzbuy.ucsc.edu, as the login URL has changed and any other bookmarks or shortcuts directly to solutions.sciquest.com will no longer work.
If you're experiencing any issues related to logging in, please let us know at fis_probs@ucsc.edu. If you have any questions about CruzID or MFA, please contact help@ucsc.edu. - Jul82019
CruzBuy Down for Maintenance
CruzBuy will be down starting Friday 7/12, at 7:30pm, until Saturday 7/13 for CruzID Login Changes.
Click here for more information We are using CruzBuy's downtime during Fiscal Close activities as an opportunity to convert the system to using CruzID Gold for login. Starting Monday, July 15th, you will be using your good old CruzID Gold login and password to login to CruzBuy. This is the same login and password you already use for systems such as CruzPay and FIS Banner. Some things you should know about this change: - All of your pending requisitions, your favorites, your draft carts, saved searches, etc. will remain the same. Everything that you normally see when you login will still be there when you login using CruzID Gold.
- CruzBuy will be unavailable starting Friday night at 7:30pm, through Saturday, July 13th while we switch to CruzID Gold login, so please plan and place your orders accordingly.
- The CruzBuy launch page at cruzbuy.ucsc.edu is not changing; please always launch CruzBuy from that link. Any other bookmarks or shortcuts directly to solutions.sciquest.com will no longer work.
We will send email when the change is complete and you are able to login. Thanks for your patience. If you have any questions about this change, please let us know at fis_probs@ucsc.edu. - May32019
Fiscal Close 2018-2019 Calendar Now Available
The annual Fiscal Close Calendar for 2018-19 is now available. Click here to be redirected.
- May12018
Fiscal Close 2017-2018 Calendar Now Available
The annual Fiscal Close Calendar for 2017-18 is now available. Click here to be redirected.
- Apr122018
Jaggaer, the developer for CruzBuy, is still working to resolve the connectivity issue their clients have been experiencing for the last few days. Procurement will provide additional information as it becomes available. - Nov12017
Welcome Aboard CMRS!
We are pleased to announce that Copier, Mail and Receiving Services (CMRS) has joined Financial Affairs as of 11/1/17.
Along with Procurement Services, CMRS will be part of the newly formed department, Procurement and Supply Chain Services.
You can find more detail on these changes and help us welcome CMRS here. - May152017
UCSC Procurement Services e-Newsletter
A new edition of the Procurement Services Newsletter is now available. Click here to view the newsletter. - Apr282017
Fiscal Close 2016-2017 Calendar Now Available
The annual Fiscal Close Calendar for 2016-17 is now available. Click here to be redirected. - Aug32016
FIS Banner Unavailable
FIS Banner will be unavailable from noon, Monday, 8/8, through 7am, Tuesday, 8/9, while the annual Budget Roll processes are performed. CruzBuy will be available but any order submitted during this time will not process until the budget roll is completed. - Jul12016
CruzBuy Goes ERF-less!
ERFs are no longer required for meal-related purchases made solely through CruzBuy. More detail on changes to the entertainment reporting process can be found here. For questions, contact entertainmenthelp@ucsc.edu. - Jun302016
Entertainment Reporting Changes
As part of the Entertainment Reporting changes being implemented on 7/1/2016, the CruzBuy Food & Entertainment Form and the CruzBuy Catering Services Recharge Form are being revised and new versions of those forms are being implemented. Unsubmitted F&E requisitions that were input prior to 7/1/2016 will need to be rekeyed into the new form on or after 7/1. This only affects unsubmitted requisitions; any requisitions in Workflow, or that have already created Purchase Orders will not be affected. Contact buy4me@ucsc.edu with questions. - Jun202016
CruzBuy Open Labs
(Update) - Beginning July 19, CruzBuy open labs will be held every two weeks at Kerr Hall, Room 8, from 1-5 pm following each CruzBuy training. The open lab is an opportunity to drop in and ask CruzBuy-related questions, receive one-on-one assistance, or learn about shortcuts and tips. We look forward to seeing you there! - Sep12015
CruzBuy Gift Card Catalog Implementation
Introducing a new National Gift Card (NGC) catalog for the purchase of Gift cards used as non-cash employee awards or non-cash gifts to non-employees. This catalog within CruzBuy allows for gift cards to be purchased and sent directly to the requester, with e-invoicing from NGC to settle the payment. This meets Procurement Services continuing efforts to identify opportunity for streamlining of order processing while meeting minimum policy requirements, generating cost saving, and insuring minimum risk to the university. Click here to learn more. - Jul152015
CruzBuy Upgrade and Outage
CruzBuy will be unavailable beginning 6pm Friday, 7/17, through noon Sunday, 7/19, while the CruzBuy 15.2 upgrade is applied. The 15.2 upgrade will be available in CruzBuy on Monday 7/20. - Jun292015
CruzBuy - Fisher Punchout
The Fisher Scientific punchout is now available in CruzBuy! Fisher Scientific is the flagship distributor for Life and Science chemicals, consumables, equipment, and laboratory supplies for the UC System. The Fisher punchout tile is located in the General Scientific Supplies showcase. More information about the Fisher punchout can be found here. With the new Fisher Punchout, requestors will be able to:
- Take advantage of more than 3,200 deeply discounted items.
- Take advantage of promotional offers.
- Retrieve quotes from Fisher representatives.
- Order customizable items and custom oligos.
- Track orders placed through the punchout.
WARNING
CruzBuy users should avoid using the “Cancel This Session” button on the Fisher punchout to exit the session. Clicking on this button will erase the contents of the cart and return the user back to CruzBuy with an empty requisition.
 - Jun252015
CruzBuy Supplier Quote Requirements
While best practice would be to have a quote on every order, we understand it’s not always practical or efficient on low value purchase orders. Backing up your purchase requisition with pricing information such as a quote, email with pricing, or screenshot of website pricing would support and assist if any transactional issues were to arise with invoicing, or a dispute at a later date around the original terms of the order. Click here to learn more. - Jun12015
Campus Delays Implementation of New Federal Procurement Rules
University of CA - Santa Cruz will delay implementation of the new federal procurement rules found at 2 CFR Part 200, beginning with section 200.317, until July 1, 2016. Procurement Services will continue to follow the federal procurement rules found in Office of Management and Budget (OMB) Circular A-110. This deferment is authorized in Section 110-6 of the Frequently Asked Questions released by OMB and the Council on Financial Assistance Reform (COFAR) on August 29, 2014.
For more information see Uniform Guidance. - May12015
Fisher First!
The Fisher First program makes Fisher Scientific the flagship distributor for Life and Science chemicals, consumables, equipment, and laboratory supplies for the UC System. The agreement, based on the combined spending power of the 10 UC campuses, is expected to generate benefits greater than $10M in the first year alone. In addition, Fisher was awarded exclusive distribution for Corning brand C-contract items. Click here to learn more. 05/01/15 - Fisher First!
The Fisher First program makes Fisher Scientific the flagship distributor for Life and Science chemicals, consumables, equipment, and laboratory supplies for the UC System. The agreement, based on the combined spending power of the 10 UC campuses, is expected to generate benefits greater than $10M in the first year alone. In addition, Fisher was awarded exclusive distribution for Corning brand C-contract items.
UCOP and Fisher will be holding several launch events at UCSC on Tuesday, June 16, to provide an overview and answer any questions about this new program.
June 16 - Intro to Fisher First Program
- Attendees: Deans / Department Heads/Key Research Administrators
- Location: MCD/Bio room 200
- Time: 9- 9:30 am
June 16 - Fisher First Program Overview
- Attendees: Department Requesters
- Location: MCD/Bio room 200
- Time: 9:45- 11:15 am
- Agreement Structure
- Scenarios & exceptions
- e-commerce mechanics
- Q&A
June 16 - Large Campus Event
- Attendees: All the above plus Primary Investigators, Researchers, Clinicians, Graduate Students in Life Sciences, Lab Managers, etc.
- Location: PSB 240
- Time: 1- 4 pm
- Vendor Show
- Product Demonstrations
- eProcurement Demonstration
- Apr202015
UCSC Procurement Services e-Newsletter
A new edition of the Procurement Services Newsletter is now available. Click here to view the newsletter. - Mar232015
CruzBuy Upgrade
The 15.1 upgrade, which will be available in CruzBuy on Monday, 3/30, includes two new features: Dashboards / Widgets and Favorites folder search functionality.
Click here to learn more about these new features. 03/30/2015
The 15.1 Upgrade, available in CruzBuy on Monday, 3/30, includes two new features:
Dashboards / Widgets, and Favorites folder search functionality.
Click on the links below to learn more about these new features.
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