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Faculty/Staff Resources

Policies

• Conflict of Interest Policy: Athletic Foundation (AF)
  
• Conflict of Interest Policy: Facilities Development Corp. (FDC)
  
• Conflict of Interest Policy: Foundation (FD)
  
• Conflict of Interest Policy: Institute for Social Capital (ISC)
  
• Conflict of Interest Policy: Investment Fund (UNCCIF)
  
• Payment (Credit/Debit) Card Processing Standard
  
• Third Party Lodging Policy
  
• UP 101.15, Additional Compensation for Professional Services to the University
  
• UP 311, Information Security
  
• UP 601.10, Surplus Property Procedures
  
• UP 601.11, Purchasing Policy
  
• UP 601.15, Control and Management of University Equipment & Other Property
  
• UP 601.8, Appropriate Use of University Funds
  
• UP 602.1, Direct Deposit of Pay
  
• UP 602.11, Gifts, Awards, and Prizes
  
• UP 602.3, Petty Cash Fund & Change Fund
  
• UP 602.4, Handling Cash, Checks, and Other Monetary Receipts
  
• UP 602.7, Travel Authorization and Reimbursement
  
• Ventureprise, Inc. Ethics Policy
  

Manuals - Guides - Procedures

• **FAQs**
  
• 49er Mart and Rental Vehicles
  
• Appropriate Use of University Funds Standards
  
• Banner Account Codes for Employee and Non-employee Travel Expenses
  
• Banner Finance Quick Reference Card
  
• Banner Finance, AR, and HR Security Class Descriptions
  
• Banner HR Quick Reference Card
  
• Banner Organization Code/Financial Manager Chart
  
• Banner Rule Codes
  
• Budget FTR Rules for General Funds
  
• Capital Assets Standards
  
• Chart of Accounts: Account Types
  
• Chart of Accounts: Fund Hierarchy
  
• Chart of Accounts: Fund Types
  
• Chart of Accounts: Range of Expenditure Account Numbers and Budget Pools
  
• Chartwells Services and Catering
  
• Choosing Account Codes in ARCHIBUS
  
• Construction Projects: Asset Categories and Other Guidance
  
• Contract Checklist
  
• Contract Review Workflow
  
• Departmental ePrint Reports
  
• Departure and Return Times on the Travel Reimbursement form
  
• ePrint User Guide
  
• Expense Account Code Descriptions
  
• Expense Account Code List
  
• Financial Management Guidelines
  
• Fixed Assets Guide Book
  
• Guide to Querying Fixed Asset Info in Banner
  
• Including agenda/schedule with Travel Reimbursement
  
• Journal Entry Guidelines
  
• Know Before You Go: General Guide for Travelers
  
• Mobile Communication Device (MCD) Allowances
  
• Obtaining and Using a UNC Charlotte Receipt Book
  
• Office of State Budget and Management (OSBM) Budget Manual
  
• Out of State Employees: Tax Requirements
  
• Payment (Credit/Debit) Card Processing Procedures
  
• Payments made by Employees on Behalf of other Employees
  
• Petty Cash/Change Fund Procedures
  
• Procedures for Other Payments to a Foreign National
  
• Procedures for Scholarship/Fellowship Payment to a Foreign National
  
• Purchase Order Review
  
• Purchasing Agent Departmental Listing
  
• Purchasing Card Manual
  
• Purchasing Card Reference Guide (PCRG)
  
• Purchasing Manual
  
• Red Flags Rule
  
• Requirements for Payment Card Processing
  
• Reviewing Adjustments to Travel Payments in Banner
  
• Salary Overpayments
  
• Security Incidents
  
• Signature Authority Policy
  
• Student Travel
  
• Travel Expense Banner Payment Entry standards
  
• Travel Manual
  
• UNC Charlotte Moving Expense Procedures
  
• University's Cash Management Plan
  

How to Guides

• Airfare, How to Pay
  
• Computers/Printers/Accessories, How to Procure and Pay
  
• Consulting Services, How to Procure and Pay
  
• Floral Arrangements, How to Procure and Pay
  
• Food and Beverage, How to Pay
  
• Fuel for Vehicle, How to Pay
  
• Gift Cards/Gift Certificates, How to Pay
  
• Goods and Services Already Provided, How to Pay
  
• Hotel and Lodging, How to Pay
  
• How to enroll in direct deposit
  
• How to Pay Individuals
  
• How to Pay Students
  
• How to Pay Vendors with Outgoing Wire Transfers
  
• How to Return Goods
  
• Human Subject Payments, How to Pay
  
• Independent Contractors, How to Pay
  
• Memberships, How to Pay
  
• Mileage and Transportation, How to Pay
  
• Other Reimbursements (Non-Travel), How to Pay
  
• Other Travel-Related Expenses, How to Pay
  
• Registration Fees, How to Pay
  
• Software, How to Procure and Pay
  
• Stipends, How to Pay
  
• Subscriptions, How to Pay
  
• Supplies and Equipment, How to Procure and Pay
  

Training Materials

• Admin Forum and Admin Chat Room Group
  
• Banner Finance/49er Mart
  
• Banner Web Time Entry
  
• Business Updates
  
• eCommerce Training
  
• Electronic Personnel Action Form
  
• Fixed Assets Training
  
• General Fund Presentation
  
• Getting to Know the Travel Process - Video
  
• Internal Control
  
• July 1 Travel Changes Presentation
  
• Nonresident Alien Tax Compliance Presentation
  
• Petty Cash/Change Fund Training
  
• Purchasing Card Program Training
  

Forms

• Banner - New Fund Request Form (Last update: May 2020)
  
• Banner Detail Code Maintenance Form
  
• Banner Finance/49er Mart Access Request
  
• Banner Fund Name Change
  
• Banner Request for Position Control Access
  
• Banner Request to Change Financial Manager
  
• Bookstore Advance Program
  
• Change Fund Reconciliation Form
  
• Change Fund Request Form
  
• CLOSE PURCHASING CARD EFORM
  
• Compensatory Time Off Payout Request
  
• Contract Amendment Template
  
• Contract Template
  
• Currency Order Form
  
• Data Security Standards Acknowledgement and Agreement
  
• Deposit Form for Cash & Checks
  
• Direct Deposit Authorization for Vendors
  
• Direct Deposit Manual Enrollment and Change Form
  
• eBudget Revisions (FTR)
  
• eCommerce Access Request Form
  
• Edit Purchasing Card eForm
  
• EHRA Payroll/Personnel Action Form (PD-7)
  
• Electronic Receipt Book Request
  
• Employee & Student Direct Pay Request
  
• Entertainment Expenditure Form
  
• Federal Form W-4 Employee's Withholding Allowance Certificate
  
• Financial Services Access Request form
  
• Financial Transaction Request (FTR)
  
• Fixed Assets Building and Infrastructure Disposition eForm
  
• Fixed Assets Disposition & Change eForm
  
• Fixed Assets Fabricated Equipment Use eForm
  
• Fixed Assets Off-Campus Equipment Use eForm
  
• Foreign National Information Form - Non-Student Version
  
• Foreign National Information Form - Student Version
  
• Gifts of Cash: Methods of Giving - Bank Draft Authorization
  
• Gifts of Cash: Payroll Deduction Opportunity for Faculty & Staff
  
• Gifts of Securities: Athletic Foundation Letter of Authorization
  
• Gifts of Securities: Athletic Foundation Stock Power
  
• Gifts of Securities: Foundation Letter of Authorization
  
• Gifts of Securities: Stock Power
  
• Gross-up Calculation
  
• Imaging Document Submission (IDS) TCP Invoices eForm
  
• Imprest Fund Establishment Request Form
  
• Independent Contractor Checklist (ICC) Form
  
• Initial Interest Form to Process Payment Cards
  
• Interdepartmental Invoice eForm
  
• Mileage & Transportation Reimbursement (MTR)
  
• Missing Receipt Affidavit
  
• Mobile Communication Device (MCD) Allowance Request eForm
  
• Moving Expense Reimbursement/Allowance Request Form
  
• Moving Reimbursement Pre-Approval Request Form
  
• NC-4 / NC-4 EZ Forms - North Carolina Employee's Withholding Allowance Certificate
  
• New purchasing card application
  
• Payment Book Receipt ("PBR")
  
• Payment Research Request eForm (PRR)
  
• Personal Services Agreement Template
  
• Petty Cash Fund Request Form
  
• Petty Cash Log
  
• Petty Cash Reimbursement/Reconciliation Form
  
• Petty Cash/Change Fund Change of Custodian Form (Updated 10/26/11)
  
• Pre-Payment Authorization Form
  
• Pressing Need Form
  
• Purchase Order T&C's
  
• Receipt Page
  
• Red Flag Detection Form
  
• Return Goods Notice
  
• Salary Overpayments Form
  
• Tax Withholding Estimator
  
• Third Party Lodging Authorization Request
  
• Travel Advance Request
  
• Travel Authorization eForm
  
• Travel Forms Package
  
• Tuition, Housing, and Dining Appeal Form
  
• UNC Charlotte General Contract Terms and Conditions
  
• UP 602.11 Appendix B - Reportable Gifts, Awards, & Prizes Form
  
• UP 602.11 Appendix C - Gifts, Awards, & Prizes Log Sheet
  
• Vendor Forms
  
• Waiver of Competition Justification
  
• Wire Transfer FTR
  

Informational Documents

• Athletic Foundation Public 990 FY17
  
• Budget FTR's for New and Modified Positions in Niner Talent
  
• Budget Office Org Chart
  
• Budget Pool Account Codes
  
• Budget Revision Deadlines
  
• Disbursement Cutoff Dates for Fiscal Year 2021
  
• eCommerce Glossary
  
• EHRA Niner Talent Budget Process Flow
  
• Facilities Development Corporation Public 990 FY17
  
• Financial Statement Audit Report (1) Year End 2020
  
• Financial Statement Audit Report (2) Year End 2019
  
• Financial Statement Audit Report (3) Year End 2018
  
• Financial Statement Audit Report (4) Year End 2017
  
• Financial Statement Audit Report (5) Year End 2016
  
• Institute for Social Capital Public 990 Fy17
  
• Inventory Coordinators List
  
• Municipal Advisor Letter
  
• Payroll Calendar
  
• PBM Fringe Calculator
  
• Sales Tax Exempt Certificate - Barnes & Noble
  
• Sales Tax Exempt Certificate - Dollar General
  
• Sales Tax Exempt Certificate - Food Lion
  
• Sales Tax Exempt Certificate - Hobby Lobby
  
• Sales Tax Exempt Certificate - Kentucky
  
• Sales Tax Exempt Certificate - Lowe's
  
• Sales Tax Exempt Certificate - Microsoft
  
• Sales Tax Exempt Certificate - Office Depot
  
• Sales Tax Exempt Certificate - Staples
  
• Sales Tax Exempt Certificate - Walmart
  
• SHRA Niner Talent Budget Process Flow
  
• The Foundation Public 990 FY17
  
• UNC Charlotte Florida Consumer's Certificate of Exemption
  
• UNC Charlotte Form W-9 - Request for Taxpayer Identification Number with Certification
  
• UNC Charlotte Income Tax Status
  
• UNC Charlotte Investment Fund Public 990 FY17
  
• UNC Charlotte Sales and Use Tax Certificate of Exemption
  
• Ventureprise Public 990 FY17
  

FAQs

• **All Financial Services FAQs on UNC Charlotte FAQ Space**
  
• 49er Mart
  
• Banner Finance Module Tips & Techniques
  
• Direct Deposit and check pick-up FAQs
  
• eCommerce
  
• Endowment Fund
  
• Expense Account Codes
  
• Financial Transaction Requests
  
• Fixed Assets
  
• General FS Information
  
• How do I establish a new fund on Banner?
  
• How do I move an employee’s salary expense to another fund?
  
• Kronos Workforce Ready (WFR)
  
• Other links of interest
  
• Payroll
  
• Purchasing Card Program
  
• Tax
  
• Travel Information
  
• What are the fringe benefit rates?
  
• When budgeting a new position, how do I calculate the fringe benefits?
  
• Who do I call with questions about labor distribution?
  
• Who do I talk to about my monthly Budget Status Report?
  
• Who manages my fund?
  

External Sites

• Academic Calendar
  
• Bank of America Works
  
• Debarred Vendors - System for Award Management
  
• Debarred Vendors List (NC Department of Administration)
  
• Debarred Vendors List (NC Department of Administration)
  
• Fly America Act
  
• Governmental Accounting Standards Board (GASB)
  
• Internal Revenue Service
  
• IT Procurement Homepage
  
• NCDOR
  
• North Carolina Daily Deposit Act (G.S. 147-77)
  
• Office of State Budget and Management (OSBM)
  
• Office of State Controller (OSC)
  
• Office of the State Auditor (OSA)
  
• OSC PCI Security Compliance Program
  
• OSHR - Office of State Human Resources (formerly OSP - Office of State Personnel)
  
• PCI Security Standards Council
  
• Social Security Administration
  
• State Purchase and Contract
  
• State Surplus Property
  
• State Surplus Property
  
• State Term Contracts (NC Department of Administration)
  
• Travel Expense Calculator - Currency Conversions
  
• Travel Reimbursements - Federal Subsistence Amounts, US State/Defense Department
  
• U.S. Department of State - Current Travel Alerts
  
• University of North Carolina (UNC) System
  

Kronos

• Kronos Updates
  
• Kronos Workforce Ready Customer Support
  
• Kronos Workforce Ready Roll-out Timeline
  
• Kronos Workforce Ready Timekeeping Project