Resources

Purpose The purpose of this document is to provide guidance on how to request  approval for an exception to the Standard for Accepting Electronic Payments. Scope This guideline applies to all UNC Charlotte employees, affiliates and authorized users who will interact with payment card data, functions or systems as part of their job duties. Contacts […]

Purpose The purpose of this document is to provide guidance in establishing and maintaining contracts with integrated third party service providers that integrate with or have access to modify any portion of the UNC Charlotte payment card environment. Scope This guideline applies to all university employees, affiliates and authorized users who plan to work with […]

Purpose The purpose of this document is to establish requirements for UNC Charlotte employees and other authorized users regarding the acceptance of electronic payments, including  payment (credit/debit) cards and electronic fund transfers (ACH/Wires). Adherence to this standard will help ensure that the University remains compliant with all University, State, National Automated Clearing House Association (NACHA) […]

Purpose The purpose of this document is to provide guidance for daily cash management of merchant accounts.  Scope This guideline applies to all UNC Charlotte employees, affiliates and authorized users who will interact with payment card data, functions or systems as part of their job duties. Contacts Direct general questions about this guideline to the […]

Purpose The purpose of this document is to provide guidance on maintaining merchant accounts for accepting payment cards (credit and debit cards). Scope This guideline applies to all UNC Charlotte employees, affiliates and authorized users who will interact with payment card data, functions or systems as part of their job duties. Contacts Direct general questions […]

Purpose The purpose of this document is to establish requirements for UNC Charlotte employees and other authorized users regarding the the interaction with Cardholder Data (CHD). Handling includes processing, capturing, storing or transmitting this type of information. Adherence to this standard will help ensure that the University remains compliant with all University, State and Payment […]

Cash receipts are guided by University Policy 602.4, University Receipts and Deposit. Policy 602.4 is supported by standards and guidelines developed by Financial Services. These standards and guidelines outline minimum requirements related to University or affiliated entity receipts and are designed to assist departments with implementing Policy 602.4, as well as how they relate to […]

Purpose This standard serves as a supplement to Section II.C.3 of University Policy 602.12, Revenue Generating Activities. This standard provides guidance on managing revenues and expenditures resulting from department operations, including those related to activities that formerly were a recharge unit (RU) but no longer qualify as such. Scope This standard applies to all revenue-generating […]

Purpose: This form is for non-employees and students to request reimbursement for miles driven using a personal vehicle as well as parking, ride sharing, light rail or transit pass expenses. All business miles will be reimbursed at the IRS Standard Business Mileage rate, which is subject to change periodically (note that the rate changed, effective […]

Purpose: This package contains the forms needed to document and request reimbursement for overnight travel for non-employees (e.g., job candidates and speakers) and students. It includes the Travel Request Form and the Travel Expense Report. There are also form instructions, a rates reference tab, and a related web links tab. Note: Starting Aug. 8, 2024, […]