[Concurdelegates] Business & Financial Services Insider News

[Asirra Suguitan]

Dear Colleagues,


The Business & Financial Services (BFS) Insider News
<https://ucr.bmeurl.co/142EED84> delivers key updates and activities
related to financial systems, reports, and business processes that support
your work. Please take a few minutes to review the latest edition and share
it with your departmental teams as needed.

Sincerely,

*Asirra Suguitan*
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/
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[image: insider news banner with clocktower]
Announcements
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Training
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Support
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Website
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Welcome to the latest edition of *BFS Insider News*, featuring important
updates, reminders, and resources from across Business & Financial Services.
[image: Purchasing Authority Banner]

Effective *September 1, 2026*, UCR’s departmental low-value purchasing
threshold will increase from *$10,000 to $15,000* for qualifying routine,
low-risk purchases.

UCR issued *Policy 750-05, Campus Procurement of Goods & Services*, which
consolidates existing campus procurement guidance into a single policy.
Updated thresholds in Oracle Procurement and the increased Procurement Card
single-transaction limit will take effect September 1.

Required reviews and approvals still apply, including Procurement Services
review for services, software, SaaS, cloud services, PCard restrictions,
and other higher-risk purchases.
Read the Memo
<https://ucr.benchurl.com/c/l?u=142EEDB2&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
View Policy 750-05
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View Threshold Matrix
<https://ucr.benchurl.com/c/l?u=142EEDB4&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
 Procure to Pay
[image: BFS computer image]
<https://ucr.benchurl.com/c/l?u=142EEDB5&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>

*PCard Session this Friday!*
Join us *this Friday, August 28, from 1:00–1:45 p.m.* for a practical
refresher on UCR’s Procurement Card Program. We’ll cover when to use the
PCard, key policy requirements, Concur reconciliation, sales and use tax,
common errors, reports, and helpful resources. Join the Session
<https://ucr.benchurl.com/c/l?u=142EEDB6&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
[image: Gorilla Marketing Logo]


*Gorilla Marketing PO Reminder  *Departments using Gorilla Marketing should
send purchase orders to accountsreceivable at gorillamarketing.net
to ensure they are received by the appropriate team.
[image: Oracle Ring]
<https://ucr.benchurl.com/c/l?u=142EEDB5&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=2>

*Oracle 26C Updates*
Oracle Procurement has been updated with the 26C release. Oracle
Requisition users should watch the short update video
<https://ucr.benchurl.com/c/l?u=142EEDB5&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=3>
to become familiar with changes that affect purchasing activities.
 Travel & Entertainment
[image: Traveling to Mexico Banner]
*Hertz U.S. Rental Vehicles May Not Be Driven into Mexico *
Hertz has updated its cross-border rental policy. *Vehicles rented from
Hertz locations in the United States may no longer be driven into
Mexico. *Travelers
may continue to rent from Hertz locations within Mexico, subject to
applicable rental terms and requirements. Eligible cross-border rentals
between the United States and Canada are not affected by this change.
*Traveling to Mexico? A Reminder About Vehicle Use  *

Separate from the new Hertz policy, UCR travelers should also remember that
U.S.-origin rental vehicles should not be driven into Mexico, and
*University-owned
vehicles should not be taken across the border due to insurance limitations
and security considerations*.



For UC business travel to Mexico:

   - Arrange transportation across the border and *rent a vehicle in Mexico*
   if needed.
   - *Purchase the appropriate rental insurance in Mexico*, as UC vehicle
   coverage does not extend there.
   - For larger groups or research travel involving equipment, consider
   chartered or other arranged transportation to the destination, then rent
   vehicles locally as needed.

Additional UCR Rental Vehicle Guidance
<https://ucr.benchurl.com/c/l?u=142EEDB7&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
*Concur Travel Feature: Hertz & National Loyalty Integration *

SAP Concur now allows eligible Hertz and National loyalty numbers to be
applied during rental car searches, which may improve vehicle availability
during high-demand periods and apply available loyalty benefits. *Travelers
should keep their Hertz or National loyalty information current in their
Concur profile.*
*New Concur Guide: Closing or Canceling a University Card*
A new step-by-step Concur guide is available for employees who need to
close or cancel a Travel & Entertainment or Procurement Card. View the guide
.
<https://ucr.benchurl.com/c/l?u=142EEDB8&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
 Stay Connected
*Help Us Improve Fiscal Close Support *
We’re planning for next year’s fiscal close and would appreciate your
feedback on the resources and support provided this year. The survey is
brief and will help us identify what worked well and where adjustments may
be helpful.
Take the Fiscal Close Survey
<https://ucr.benchurl.com/c/l?u=142EEDB9&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
*Save the Date: BFS User Group *

Join us for the next *BFS User Group* on *Wednesday, September 30, from
10:30 a.m.–12:00 p.m. *We’ll share updates, resources, and upcoming changes
affecting systems, processes, and the broader financial community, with
time for questions and answers.

View the BFS Calendar for meeting details and the link to join
<https://ucr.benchurl.com/c/l?u=142EEDBA&e=1BB9B8D&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
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