UC SUPPLIER DIVERSITY REQUIREMENTS University of California Santa Barbara Lynn Corrigan – Small Business Liaison Officer

Introduction My name is Lynn Corrigan and I am the Small Business Liaison Officer on the Santa Barbara Campus. The roll of the Small Business Liaison Officer is to be a contact to the Small Business Community and to further the use of Small Business at the University. The Small Business Liaison Officer is your link to understanding how to do business with the University. This presentation will give you information on what supplier information is required, Insurance requirements, Department and Campus Buyer Rolls, the Campus Purchasing System, Bidding information, Website information, Subcontracts, Parking on Campus, and Contacts.

Vendor Information Form The VIF

Vendor Information Form The Vendor Information Form is required for every Vendor/Supplier/Merchant doing business with the University. It is a simple three page form. This form is located on the Business and Financial Services Website at: http://www.bfs.ucsb.edu/purchasing/forms Complete the form in it’s entirety.

Vendor Information Form – Page 1

Vendor Information Form – Page 1 Page one asks for information about your company. Complete Name, including any DBA’s, address, phone number, Fax number, Federal ID number, and Duns Number. Descriptions of Products/ Services, number of years in Business and Number of employees is required. It also requires information on type of Business and Ownership Status Categories. Gender, ethnicity and socio and economical information is required. It must also be documented if any owners or owners relatives currently are employed by the University of California.

Vendor Information Form–pages 2 & 3 –Self Certification

Insurance Requirements Certification of Insurance

UC Insurance Requirements Prior to working with the University, service providers must furnish to the University current certificates of insurance that show the following minimum coverage's and meet the following Conditions: Commercial Form General Liability: 1. Combined Single Limit Per Occurrence $1,000,000 2. Products and Completed Operations $1,000,000 3. Personal and Advertising $1,000,000 4. General Aggregate, Bodily Injury, Property Damage $2,000,000 Business Automobile Liability Insurance for owned, scheduled, non-owned or hired automobiles with a combined single limit of not less than $1,000,000 per occurrence. Workers' Compensation: as required under California State Law.

UC Insurance Requirements (cont.) Additional Insured Endorsement: The General Liability and Auto Liability coverage shall be endorsed to name The Regents of the University of California as an additional insured Written Notice of Cancellation: Certificates shall provide for advance written notice to University in accordance with policy provisions of any modification, change, or cancellation of any component of the insurance coverage. Certificate Holder on the Certificate of Insurance shall be: The Regents of the University of California Purchasing Department 3203 SAASB Santa Barbara, CA 93106-1150

UC Insurance Requirements (cont.) There are other limits for companies whose services are Bus/Charter, Vessel and Valet. They can be found at this URL: http://www.bfs.ucsb.edu/purchasing/our-vendors Please be aware of Certificate of Insurance Policy end dates and submit an updated copy to the University yearly. For Vendor/Suppliers who do not have the required Insurance, the University has an Insurance Program where General and Professional Liability can be obtained for $500.00. Information can be found here: http://www.riskmanagement.ucsb.edu/vclip.htm

Department Buyers

Individual Departments have been delegated some purchasing power by the University’s Purchasing Manager. They assign this power to certain individuals with in the unit. These individuals may procure items of certain value and limited risk for their department. In the new Purchasing system, Gateway, Department Buyers may submit Purchase orders to vendors directly for certain allowable items under $10K. NOTE: any purchases made with Federal money have lower limits ($3,000.00); and higher limits will go through Campus buyers for procurement. Certain Departmental Buyers have a FlexCard (credit card) in their name that they may use to purchase certain allowable items under $5K.

Campus Buyers

The campus employs three Buyers The campus employs three Buyers. The Buyers are responsible for purchasing materials, supplies, equipment, and services, solicit bids, analyze quotations received and recommend suppliers. UCSB and other UC system-wide bids can be viewed on the online Sourcing tool: https://suppliers.sciquest.com/UCOP/ Professional services agreements/contracts are procured through the Business and Financial Services department of Contracts and Property. These types of agreements will include, but not limited to, editing, translation testing, and speaker agreements. Leases, Easements, rental, and equipment/Loan agreements are also handled through the contracts and Property office.

Small Business Liaison Officer

The Small Business Liaison Officer maintains a process for providing equal access to opportunity for Small Business suppliers and to increase the level of diversity in the University’s supplier and contractor pools. The Small Business Liaison Officer also prepares subcontracts for federal funded research contracts and grants, by assisting campus project teams to develop small business plans which enable them to achieve specific federal small business utilization goals as directed under FAR Part 19.

Campus Purchasing Systems Gateway and FlexCard

The online e-procurement system, Gateway, allows Campus Departments to order from a variety of contracted suppliers, non-catalog suppliers, and provides walk-in PO’s. The campus also utilizes a Procurement Card, called a Flexcard, on our campus, which is a credit card. The card is issued to certain individuals to make purchases, but is paid by the campus.

WEBSITES UCSB Website: www.ucsb.edu Purchasing Department: www.bfs.ucsb.edu/purchasing/welcome UC Office of the President: http://www.ucop.edu/procurement- services/supplier-information/campus-rfps

Parking on Campus Visit the Parking Services Website to learn about where to park on campus and the costs: http://www.tps.ucsb.edu/ Visitor Parking at UCSB: http://www.tps.ucsb.edu/visitorInfo.aspx?param=1 Campus maps are available at links above. DON’T GET A TICKET!

Contacts Small Business Liaison Officer: Lynn Corrigan 805/893-4073; lynn.corrigan@bfs.ucsb.edu