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.

 
User Group Meeting Intro Slide

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.


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

 

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.

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
Microscope Capitalization Threshold Icon
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.

Digital tax laptop badge
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.
 
Procurement Series
Find sessions, recordings, presentations, and summaries on the Procurement Learning Series webpage.
UCR-Supported AI
Review UCR-supported tools, access methods, costs, and approved data use before purchasing an AI product. 
 
  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.

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.


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.


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