Legal Compliance Training and Job Aids
Job Aids
| Document | Comments |
|---|---|
| Appendix DS/Exhibit 1 - Job Aid | Use this job aid to understand application of Appendix DS/Exhibit 1. (See also 'UC IT Purchasing Overview' training resources in table below.) 5/1/20 |
| GDPR Supplier Checklist | When Supplier GDPR paper is used, refer to this checklist to ensure all required terms are covered. 4/12/19 |
| Procurement Professional's Contract Checklist | Procurement Professionals MUST use this checklist when developing contracts to ensure that no legal requirements are overlooked. 1/23/2019 |
| Buyer's Guide | Reference guide for Buyers regarding special considerations and provisions as part of contracting best practices for goods and services. Includes considerations that may be applicable to all transactions. 12/1/2017 |
| Library of Provisions | Serves as a reference library for UC legal documents and legal language that can be used as part of RFx requirements, Agreements or Statements of Work (SOW). 12/11/2017 |
| Justification: Approval or Denial of Conflict of Interest | Step 3 in the process of determining Conflict of Interest. Checklist to determine why a conflict of interest has been approved or denied. e. 1/21/20 |
Training
| Slide Deck | Recorded Training | Description |
|---|---|---|
| 2022 Annotated Terms & Conditions | 2/12/22 T&Cs Recording | Review of the 2022 Terms and Conditions - an overview of contract authority |
| Cloud & Software Licensing Training | 9/30/21 Recording | Review of Cloud & Software Licensing agreements and how to customize each for technology procurements. Also discusses the differences between these agreements and when to use each. |
| Contracting Out Reporting Form Training (deprecated) | 11/18/20 Recording | Review of the Contracting Out Reporting Form annual requirements for compliance with Regents Policy 5402 & AFSCME Article 5. |
| UC IT Purchasing Overview Training (legally required) | 5/1/20 Webinar | Overview of contract documents used to purchase UC IT goods and services. For those purchasing and working with IT resource suppliers (hardware, software, cloud, services, platforms, services, consulting, etc.) and Institutional information (UC electronic data: student, patient, staff, donor, etc.) |
| Using the Best Value resources | 7/18/19 Recording | The legally-required method to evaluate RFx responses. Learn how Best Value goes beyond price in evaluating bid responses to maximize value and minimize risk. |
| Direction on Uniform Guidance and FAR compliance requirements which went into effect in July 2018. See the the Federal Funds Resources webpage for required forms. | ||
| Source Selection & Price Reasonableness Form | 10/30/2018 Recording | How to use Source Selection & Price Reasonableness form for compliance with Uniform Guidance, FAR, CPP and UC Policy for Federal and non-Federal Funds. |
| Master Lease Purchase Templates 2018 | 3/29/2018 Recording | How to use latest Master Lease Purchase Agreement, attachments and supporting documents. |
| Fair Wage/Fair Work Refresher Training (deprecated) | 12/12/2017 Recording | Reminders on Fair Wage/ Fair Work Plan implemented on 10/1/15. Required audit procdures and updates to BUS-43 and FW/FW-related templates and job aids. |
| Cloud and Software Agreement Templates | 12/4/2017 Recording | How to use revised Cloud Computing and Software Agreements. |