Project Overview

The CSU Concur Expense Management Optimization project addresses longstanding inefficiencies in the CSU’s travel and expense (T&E) environment. Currently, 22 universities and the Chancellor’s Office operate under six different models, resulting in inconsistent processes and policy application. This initiative supports the CSU Forward Strategic Plan by improving efficiency, consistency, and shared services systemwide.

What’s Changing in Concur

• Travel Cards, ProCards, and Instant Cards will be requested directly in Concur
• ProCard reconciliations will be facilitated in Concur
• Hospitality reimbursements will be facilitated in Concur
• Employee/Student Reimbursements will be processed through Concur
• Guidance through messages, expense descriptions, and reminders will be improved 

Campus Implementation

With a target date of March 9th, 2026, the campus will follow a measured approach:

• Launch a small beta group of existing Concur users who hold campus ProCards at go-live
• Validate processes, resolve issues, and assess training and support needs
• Gradually expand access once system stability and readiness is confirmed
• Optionally onboard the Sponsored Programs Foundation in a later phase

This approach is designed to minimize disruption, reduce user impact, and support successful adoption.

This initiative represents a significant step forward in strengthening expense management and operational effectiveness across the CSU system.

For additional information, please contact Kerri Helfrick, CSU Project Manager, khelfrick@calstate.edu, or our campus T&E Advisory Group representative, by emailing travel@humboldt.edu.