[Concurdelegates] Insider News: Updates That Matter
Asirra Suguitan
asirra.suguitan at ucr.edu
Thu Oct 1 19:24:21 PDT 2026
Dear Colleagues,
*Insider News <https://ucr.bmeurl.co/1439D905>* is a publication of
Business & Financial Services and Campus Procurement and Real Estate
Services, bringing you the latest updates and news from both organizations.
This edition highlights key activities related to financial systems,
reports, business processes, procurement, and other resources that support
your work. Please take a few minutes to review the latest edition
<https://ucr.bmeurl.co/1439D905> and share it with your departmental teams
as appropriate.
Sincerely,
*Asirra Suguitan*
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/
[image: image.png]
[image: User Group Meeting Intro Slide]
*Insider News* is a publication of Business & Financial Services and Campus
Procurement and Real Estate Services, bringing you the latest updates and
news from both organizations.
Announcements
*IN CASE YOU MISSED IT *September User Group
Catch up on the Oracle Redwood and Labviva timelines and call for testers,
Payroll Certification, the Looker interface update, Guest Traveler and
Concur enhancements, equipment capitalization, taxation of digital
products, and more.
Watch Recording
<https://ucr.benchurl.com/c/l?u=144B008D&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>*
| *View Presentation
<https://ucr.benchurl.com/c/l?u=144B008E&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
[image: User Group Meeting Intro Slide]
<https://ucr.benchurl.com/c/l?u=144B008D&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=2>
*Procurement Services Has a New Organizational Home*
Effective September 1, Procurement Services and Real Estate Services joined
to form *Campus Procurement & Real Estate Services*, led by Jeremy Meadows,
Chief Procurement Officer. *There are no changes to day-to-day operations
at this time*—existing contacts, processes, systems, portals, and methods
of engagement remain the same. The new organization will continue working
closely with Business & Financial Services given the interconnected nature
of UCR’s financial and Procure-to-Pay processes. Any future service or
process changes will be communicated to campus.
Read the announcement here
<https://ucr.benchurl.com/c/l?u=144B008F&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
* Concur Fall Learning Series*
A practical three-part series focused on recent
improvements, common pain points, what users
can do differently today, and enhancements UCR
is evaluating based on the campus feedback survey.
*MARK YOUR CALENDAR*
*Fridays, 1:00–2:00 p.m.*
October 9, 16, and 23, 2026
https://ucr.zoom.us/s/99785337508
<https://ucr.benchurl.com/c/l?u=144B0090&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
* Bring your questions and get ready to learn! *
Contracts & Grants
*Fly America: Review Before Booking*
Airfare charged to a federal or federal flow-through award must comply with
the Fly America Act. Before purchasing airfare, review every flight segment
and confirm the ticketed airline and flight number. A U.S.-carrier flight
number may qualify even when a foreign airline operates the aircraft. Lower
cost or convenience alone does not qualify as an exception.
Review the Federally Funded Air Travel: Fly America Act and Open Skies
Guidance
<https://ucr.benchurl.com/c/l?u=144B0091&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
*Payroll Certification Phase IV*
Phase IV of Payroll Certification, covering January through June 2026, is
targeted for release on *Friday, **October 2*. A notice will be sent once
it is available.
-
Department Coordinator review due: *October 23*
-
Principal Investigator review and certification due: *November 13*
Financial Services
[image: Microscope Capitalization Threshold Icon]
<https://ucr.benchurl.com/c/l?u=14415B7D&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
*Equipment Capitalization Threshold Update *
Beginning January 1, 2027, the equipment capitalization threshold will
increase from *$5,000 to $10,000*. Equipment capitalized before January 1
will remain in the fixed-asset system and continue depreciating. Existing
sponsored awards will continue using the $5k threshold under current F&A
agreements. Additional transition and coding guidance is forthcoming.
[image: Digital tax laptop badge]
<https://ucr.benchurl.com/c/l?u=14415B7D&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=2>
*Tax on Certain Digital Products *
Beginning January 1, 2027, California Senate Bill 122 may make certain
software, SaaS, cloud subscriptions, licenses, and other digital products
taxable. Tax treatment will depend on the product, contract terms, and
access period. Additional UC guidance is forthcoming.
Procure to Pay
*Testers Needed*
Oracle Redwood and Labviva require separate testing efforts.
Volunteer through your CFAO by *October 9. *
*Campus Storage Solutions*
Compare UCR storage solution options (Google, AWS, etc.), costs, and
purchasing pathways in the ITS storage matrix.
*UCR Storage Options >>*
<https://ucr.benchurl.com/c/l?u=144B0092&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
*Procurement Series*
Find sessions, recordings, presentations, and summaries on the Procurement
Learning Series
<https://ucr.benchurl.com/c/l?u=144B0093&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
webpage.
*UCR-Supported AI*
Review UCR-supported tools, access methods, costs, and approved data use
before purchasing an AI product.
*Explore AI Tools >>*
<https://ucr.benchurl.com/c/l?u=144B0094&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
Travel & Entertainment
*Guest Traveler Enhancements Now Available*
Guest Traveler enhancements became effective *September 29*. Departmental
associations now expire after one year, search fields have been
streamlined, and users can search, export, and inactivate active Guest
Travelers individually or in batches.
View the Guest Traveler Routing guide
<https://ucr.benchurl.com/c/l?u=144B0095&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
*New Concur Delegate Dashboard & Guide*
The AI-assisted *Delegates Dashboard* provides a unified workspace for
users who manage travel and expenses on behalf of others. Delegates can
view Travel, Expense, and Request activities across multiple travelers, see
priorities and task statuses, and take action without repeatedly switching
between tools or user profiles.
The new guide explains how to access the dashboard, review the *For You
Today* task list, switch between delegators, and understand the *Urgent,
Active Trip Task, Planning, and Follow-up* category tiles.
View the Concur Delegates Dashboard Guide
<https://ucr.benchurl.com/c/l?u=144B0096&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
[image: User Group Meeting Intro Slide]
*Planning Air Travel? Consider Booking Early*
Air travel demand remains strong, while higher fuel costs are prompting
some airlines to reduce capacity on lower-demand or less-profitable routes.
Travelers with firm dates—especially groups or those with limited schedule
flexibility—should consider booking early. Waiting may result in fewer
flight options, schedule changes, or less availability at preferred times.
Read the Industry Update
<https://ucr.benchurl.com/c/l?u=144B0097&e=1BC58ED&c=158834&&t=0&l=15B998B22&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
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