Topics
Policies, Procedures, and Forms
Instructional Guides
Major Initiatives & Programs ANR Credit Card Machine Program; Aggie Enterprise
Trainings & Outreach
Policies, Procedures & Forms
ANR Administrative Handbook
ANR Policy and Procedure Manual (UC ANR PPM)
BOC Forms and Instructions
UCCE County Directors Matrix of Approvals Updated Feb 2023
UCCE Funding Allocations
UCOP Resources & Policies
UCOP State Funding Guidelines
Instructional Guides
Check Request Quick Guide_08.2021
Expense type- Object Codes
Extended Leave/Sabbatical To Do List
Funding Change Request Quick Guide_08.2021
New Employee ANR System Access
Offboarding To Do List
Pcard Reconciliation Process_Admin_SWP
P-Card Reconciliation Recording - Admin, SWP
P-Card Reconciliation Process - UCCE
P-Card Reconciliation Recording - UCCE
UCCE Pcard Reconciliation Process_Adhoc Routing
Unauthorized Purchase Quick Guide_08.2021
Unauthorized Purchases Overview
Workflow Automation (WFA) App Training_Admin_SWP
Workflow Automation (WFA)App Training_UCCE
Workflow Automation (WFA) Training Recording - UCCE
Major Initiatives & Programs
BOC is involved in many cross UC ANR activities and leads large scale projects, new services and collaborations to support UC ANR’s mission:
UC Agriculture and Natural Resources (UC ANR) connects the power of UC research in agriculture, natural resources, nutrition and youth development with local communities to improve the lives of all Californians.
Current major initiatives include:
Aggie Enterprise - Supply Chain Management (SCM) Module
The Business Operations Center led the SCM Module of the system-wide transition to Aggie Enterprise, including trainings, presentations, and office hours for all ANR Staff.
ANR Credit Card Machine Program
BOC operates a credit card machine rental program for ANR staff who wish to accept credit card payments during sales and events. Click the link above to learn how this program works, and for a list of required trainings.
Trainings & Outreach
Virtual Opportunities
In-Person Opportunities
Virtual Opportunities
BOC Q&A Office Hours
Do you have a question about a form or report? Do you need help with Aggie Enterprise, WFA, COGNOS, Candex, or another platform? Drop in and ask BOC staff, or come and listen to learn from the Q&A session!
Who: All ANR staff
When: 2nd & 4th Thursdays of every month | 10-11am
Office Managers & Business Partner Teams
BOC provides this opportunity for office managers and administrative staff to meet with our Business Partners to discuss important topics related to financial services, reporting, and account management.
Who: UCCE Office Managers; ANR administrative staff
When: See BOC Calendar
Monthly County & Area Director Meeting
Su-Lin Shum, Director of the Business Operations Center presents updates on pertinent topics during Lynn Schmidtt-McQuitty, Director for County Cooperative Extension's monthly meeting.
Who: UCCE County and Area Directors
When: First Fridays | 10-11am
Admin Monthly Business Partner Meeting
Join Tracy Roman, BOC's Associate Director and BOC Business Partners for this quarterly training geared toward administrative staff across ANR.
Who: ANR Administrative Staff
When: Third Thursdays | 10-11am
Navigating BOC's Processes for New Employees
During this interactive orientation, you'll meet your BOC business partners, financial assistants, and other team members to explore financial processes, and learn how to use essential tools like AggieExpense, and the Chart of Accounts. Plus, there’s dedicated time for Q&A, so you can get answers to any questions you have.
Who: New employees and those seeking a refresher.
When: 1st Tuesday of every month | 9:30 - 11:30am
Register here:
https://ucanr.zoom.us/meeting/register/tJwpce6prjorEtcoWLAqGLt9WCf02W6UPLMF
Admin Quarterly Business Partner Meeting
Join Tracy Roman, BOC's Associate Director and BOC Business Partners for this quarterly training geared toward administrative staff across ANR.
Who: ANR Administrative Staff
When: February 20 | August 21 | November 20 | 10-11am
Webinars: Our Two Cents
Quarterly 30-minute webinars focused on key topics such as: P-Card vs. Travel Card, Purchasing ABCs, Changes to AggieExpense due to Aggie Enterprise implementation. Click here for past recordings.
Who: All ANR Staff
When: TBA for 2025!
In-Person Opportunities
Regional UCCE Site Visits
One day full of workshops, presentations, and networking with members of your Business Partner Teams.
Audience: All UCCE Staff
When: TBA for 2025!
BOC Administrative Services Onsite Training in Davis
UCCE Office Managers, ANR Administrative Assistants, and even a few Directors gathered for two days of interactive workshops with BOC and partnering ANR units!
Audience: ANR Administrative Staff
When: TBD
Previous Events: March 2017 & December 2024