July 15, 2024

Supply Chain Management News

July 2024

Dear Campus Community,

  

Supply Chain Management (SCM) would like to let you know of important updates and events. 


This month's features:  


  • BearBUY 24.2 Upgrade Release
  • New: Bill-To Address is Now Mandatory
  • Update: Amazon Business
  • Policy Reminder: Conflict of Interest and Procurement
  • Bears that Buy Open Office Hours: Here to Make Purchasing BEARable
  • Supplier Expo 2024 Digital Guide



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

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BearBUY 24.2

Upgrade Release

The 24.2 upgrade release in BearBUY is live today, Monday, July 15, 2024.


You can visit the BearBUY Feature Updates webpage for the new feature releases.


Bill-To Address is Now Mandatory

Starting today, Monday, July 15, 2024, shoppers cannot submit a cart if the Bill-To Address is missing. Populating the Bill-To address speeds up order approval, allowing completed low-value orders with catalog suppliers to auto-approve. We encourage you to set the Bill To as a default in your BearBUY profile. Please see the New Shoppers - Quick Reference Guide.

As you can see, the “Submit” button is grayed out.

Amazon Business -

Strategic Account Manager

Amazon Business is supporting UC Berkeley by making a Strategic Account Manager available for additional client support.


Feel free to reach out if you like, but you may also hear from her directly in some cases. As the Amazon Business Strategic Account Manager for UC Berkeley, Jaclyn Silva’s primary focus is to provide 1:1 support to UC Berkeley campus clients. Her responsibilities include aiding users in streamlining procurement processes, reducing costs, and attaining their department business objectives. Jaclyn offers a range of assistance to campus clients, including but not limited to requesting custom quotes, facilitating bulk buys, conducting departmental webinars, and creating purchasing lists that align with University and department procurement objectives. Additionally, she conducts ongoing training sessions, highlighting the latest features and functionalities of Amazon Business. 


Contact Information:

Name: Jaclyn Silva

Email: jaclynsi@amazon.com

Phone: (415) 420-1963

Amazon Business Customer Service: (866) 486-2360

Conflict of Interest

and Procurement

The California Political Reform Act states: ALL employees (staff and faculty) are required to disqualify themselves from making, participating in making or influencing University decisions in which they have a disqualifying conflict of interest. 


Under UC Policy BFB-BUS-43 Purchases of Goods and Services, no purchase or lease of goods or contract for services may be made when an Employee-Supplier relationship exists.


This prohibition applies whether the employee-supplier relationship is with an employee in a different campus location, college, school, or department, although individual transactions may be allowable under policy.  In all cases where a supplier or University employee is aware (or should be aware) of a potential conflict of interest, that person or company must disclose a potential conflict of interest by filling out the Conflict of Interest Declaration form for every purchase transaction where this may apply.  


Resources:

Introduction to Disqualification Rule for the Political Reform Act

Conflict of Interest Declaration Form

Berkeley Supply Chain Conflict of Interest

BFB-BUS-43 Purchases of Goods and Services; Supply Chain Management 

UC Compendium Of Conflict Of Interest And Integrity Policies – Guidance 


Bears that Buy Open Office Hours:

Here to Make Purchasing BEARable

Please join us at our next remote office hour tomorrow, Tuesday, July 16, 2024, from 10:00 a.m. - 10:50 a.m. The 24.2 upgrade release will be covered in more detail during this office hours.  If you make only one office hour session this summer, we encourage you to attend this one.


We encourage you to submit topics of discussion and/or questions in advance in this Google form.


Individuals from the Procurement, BearBUY Solutions, Account Payable, and BRS teams will attend to listen to your questions and provide information about purchasing at Berkeley. The Open Office Hours will be held every third Tuesday of the month from 10:00 to 10:50 a.m.


Instructions and Zoom URL:

Please check out the Supplier Expo Digital Guide for more information: contract number, supplier contact information, new shopper quick reference guide, and BearBUY support/resources information.


The Supplier Expo Digital Guide will be available for 12 consecutive months.

Helpful Hints
Order Status

If you need assistance with determining the status of your order in BearBUY, visit the How to Find the Status of Your Order page on the SCM website

Please note that your SCM assigned Buyer will not receive the requisition until it has been approved by the department Org Node approver.
Expediting an Order

If an order warrants expedited handling, please change the priority on the requisition to "Urgent". If you have already submitted the requisition, please contact your assigned Buyer via email and be sure to include the requisition number.
Who is My Department's Assigned Buyer?

If you are unsure of how to start your purchasing transaction, contact your Buyer for assistance by using your Org Node and Department Name to find your assigned Buyer located in this matrix.
Splitting Chart of Accounts (COA) At Header Level Vs. Line Level

Splitting COA at the Header Level will apply the split to all lines on the PO. 

Splitting COA by Line Level allows you to customize COA percentage allocated to that specific line.

BEST PRACTICE for Subawards
  • Line 2 should always be set at the Header Level Chartstring using Account Code 57810.
  • Line 1 should be overridden at the Line Level Chartstring using Account Code 57811.

For any questions on how to split a COA, please contact your regional purchasing team: https://regionalservices.berkeley.edu/home.
SCM Service Level Turnaround Times

Urgent requests will be handled on a first-in-first-out basis. Standard turnaround time (Service Level Agreements) for purchase and contract types are available on our Service Level web page

Please be aware that contract negotiations with suppliers may cause delays.
Ship To Address vs Final Destination

A Ship To Address is the address that is sent to the supplier. When the supplier is delivering items, they will deliver to the ship to address (which is also visible on the PO they receive).

A Final Destination code is an address only associated to UC Berkeley. Final destination code are used when departments have a central receiving location. The ship to address is the central receiving facility. When the packages are received, the department central receiver looks the PO up in BearBUY and looks for the final destination code. The final destination code is then the office/room number of where shopper needs the items. Final destination codes are never sent to the supplier and are NOT reflected anywhere on the PO.  
BearBUY Resources
Below are links to the BearBUY homepage, instructional aids, training courses, and information on how to create Service Now tickets for BearBUY related issues. 
Whether you are an experienced or a new BearBUY shopper, it is always best practice to take the BearBUY: Basics for Shoppers training if you haven't already.

To take this ESSENTIAL training, please click on this course #: BEESS950-Online