[Orgvpdue] DUE Concur Communication

[Mona Nelson]

Dear Undergraduate Education Colleagues,

As we begin FY27, ASSET is continuing its efforts to standardize Concur
routing and delegate support across Undergraduate Education. Our goal is to
provide consistent administrative support, improve processing efficiency,
and ensure travel and expense transactions are reviewed in accordance with
university policy.

*Support Model*

ASSET will partner with departments by:


   - Providing administrative support for Concur travel requests and
   expense reports.
   - Assisting with the establishment and maintenance of Concur delegates.
   - Reviewing transactions for funding and policy compliance.
   - Providing guidance on travel and expense procedures.
   - Serving as a resource throughout the travel and reimbursement process.


To request travel support, please submit an ASSET Travel Request through
Workfront. During the request, you may indicate whether you need a Travel
Delegate by selecting "Yes" to the delegate question. ASSET will coordinate
the delegate setup as part of the request process.

*Travel Delegate Request in Workfront*

When submitting an ASSET Travel Request, select "Yes" if you need a Travel
Delegate.
[image: image.png]

Departments that prefer to prepare and submit their own travel and expense
transactions may continue to do so. Regardless of how a transaction is
initiated, ASSET will provide the required financial review and support to
help ensure timely processing.

*Your Undergraduate Education Support Team*

To provide consistent support across Undergraduate Education, the following
staff have been assigned as your primary Concur contacts:


   - Concur Coordinator: Destiny Solis
   - Financial Analyst: Yesenia Melgar


If you have questions regarding Concur travel requests, expense reports, or
delegate support, please contact Destiny. She will serve as your primary
point of contact for Concur-related assistance.

Thank you for your continued partnership.

*Elizabeth Tatum*

*Senior Director*

*Administrative Services & Strategic Executive Team (ASSET)*

*Enrollment Services **|** International Affairs **|** Undergraduate
Education*

Office: 951.827.0336 I E-Mail:elizabeth.tatum1 at ucr.edu
<Elzabeth.tatum1 at ucr.edu>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.ucr.edu/pipermail/orgvpdue/attachments/20260804/c9cf0287/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: noname
Type: image/png
Size: 43057 bytes
Desc: not available
URL: <https://lists.ucr.edu/pipermail/orgvpdue/attachments/20260804/c9cf0287/attachment-0002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image.png
Type: image/png
Size: 51341 bytes
Desc: not available
URL: <https://lists.ucr.edu/pipermail/orgvpdue/attachments/20260804/c9cf0287/attachment-0003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Undergraduate Education Concur Communication 08.04.2026.pdf
Type: application/pdf
Size: 258580 bytes
Desc: not available
URL: <https://lists.ucr.edu/pipermail/orgvpdue/attachments/20260804/c9cf0287/attachment-0001.pdf>