[Concurdelegates] Business & Financial Services Insider News

[Asirra Suguitan]

Dear Colleagues,


The Business & Financial Services (BFS) Insider News
<https://ucr.bmeurl.co/13FF4F16> 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/






[image: insider news banner with clocktower]
Announcements
<https://ucr.benchurl.com/c/l?u=13FF4F49&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
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.
 Campus Compliance
*Summer Travel Readiness*
*Registration, Pre-Trip Planning, and Travel Resources*

*UC Away travel registration is required for travel more than 100 miles
from campus*. Travel arrangements booked through Concur or ConnexUC are
automatically registered (excluding SWABIZ bookings). Travelers are
encouraged to submit pre-trip requests, book travel, and register with UC
Away (if required) *21 days before international travel* and *14 days
before domestic travel*.

The full Summer Travel Readiness announcement
<https://ucr.benchurl.com/c/l?u=14002DE5&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
also includes guidance on travel approvals, required documentation,
traveler resources, and tips to help ensure a safe and successful
university business trip.
*Covered Services*
*Start with Concept Approval*

The *Concept Approval* process is the primary mechanism our campus uses to
evaluate whether proposed external contracts require formal HRMS vetting.
This review is not an internal hurdle created
by Procurement Services or Human Resources, but rather a critical
compliance safeguard mandated by
*UC Regents Policy 5402*.

Following the proper process helps protect the university from union
grievances, contract disputes, and regulatory penalties. When in doubt,
submit a *Concept Approval* request and allow HR to determine whether
review is required. Attach HR's response to the requisition. Learn more
about Concept Approval here
<https://ucr.benchurl.com/c/l?u=14004303&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
.
 Contracts & Grants
*Payroll Certification Progress*
*Tracking Completion Across All Phases*

Thank you to departments for your continued efforts to complete Payroll
Certifications. Below are the latest completion metrics as of June 19:

*Reminder:* Phase I and II certifications remain past due and should be
completed immediately. Departments should continue making progress on Phase
III certifications to support compliance and timely financial reporting.
 Financial Services
*Fiscal Close*

Fiscal Close activities are underway, and departments should continue
focusing on key actions that support an accurate and timely year-end
close. Remaining
priority activities include:

   - Process remaining Contract & Grant budget updates and clear project
   deficits.
   - Complete year-end purchasing, billing, and departmental transactions
   before cutoffs.
   - Review funding, resolve deficits, and prepare for fiscal year rollover.
   - Complete May ledger reconciliations and certifications in LRSS.
   - Submit accruals, deferrals, and cost transfers by the published
   deadlines.

Visit the FY26 Fiscal Close
<https://ucr.benchurl.com/c/l?u=13FF5778&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
webpage for the latest schedule, guidance, forms, and key contacts.
*Debt Service Payments Posted *

Principal and interest debt service payments for *May 2026* capital
projects have been posted to the ledger.

Departments with projects funded through Bonds or the Central Bank should
review their ledgers to confirm charges have been recorded correctly. For
questions or discrepancies submit a ticket under "General Accounting, Web
Recharge, & NCTs."
 Procure to Pay

*Procurement Process Improvement Series *

Join Procurement Services on *select Fridays from 1:00–1:45 p.m.* for
practical, interactive sessions designed to help departments navigate
procurement processes more efficiently.

*Attend the sessions that matter to you. *Choose the topics most relevant
to your role, or catch up later if you can't attend live.
*View upcoming sessions. *Visit the BFS Zoom Events Hub
<https://ucr.benchurl.com/c/l?u=13FF4F52&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
to view the full schedule.
*Missed a session? *Presentation materials and recordings are available in
the hub or on this webpage
<https://ucr.benchurl.com/c/l?u=14004E08&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
.
*Introducing Oracle Redwood My Receipts*

The new Oracle Redwood My Receipts module will be available in Oracle
Financials beginning *July 6, 2026*. To support the transition, *live
training sessions* will be offered during the week of July 6. Registration
details will be shared soon. Department Receivers must complete training
before using the new module.



The classic My Receipts module will remain available for several weeks
during the transition period before being retired.
*Meet Prosum*
*New Small Business Supplier*
Procurement Services is pleased to welcome *Prosum, Inc.* as a new Small
Business supplier for temporary employment services
<https://ucr.benchurl.com/c/l?u=1400486D&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>.
In addition to the UCOP systemwide co-primary agreements, Prosum expands
UCR's local staffing options in support of the UC Small Business First
Program
<https://ucr.benchurl.com/c/l?u=140044DE&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
.
 Quick Updates
*Medline Supply Chain Disruption*
Medline recently experienced a fire at a Northern California distribution
facility that
may impact product availability and order fulfillment. Departments should
anticipate* potential delays or backorders*.
*Steelcase Price Increase Effective 6/15*
Steelcase implemented a *5% price increase* effective June 15, 2026.
Departments purchasing furniture through Hyphn should expect updated
pricing and plan future purchases accordingly.
*SCT & One-Time Payment Tool *
Recent enhancements to the SCT Change Request and One-Time Payment tools
provide *enhanced functionality*, usability, and data accuracy to support
processing efficiency. Read the full article
<https://ucr.benchurl.com/c/l?u=140038A3&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
.
*Looker Finance Explore Enhancement *

The Finance Explore now includes a new *GL Actual Ending Balance* measure,
allowing users to calculate cumulative ending balances as of a selected
accounting period. Read the full article
<https://ucr.benchurl.com/c/l?u=140038A4&e=1B7E629&c=158834&&t=0&l=152DA2380&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
.
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