Resources

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for marketing and development expenses using University funds for a valid University business purpose. Scope This standard applies to all situations where University funds are used. Contacts Direct any general questions about this standard […]

Banner – New Banner Fund Request (NBFR) Purpose: Use this Excel form to request a new Banner fund (excludes grants and contracts administered through Research Cost Management). Last Updated: January 28, 2025

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for meals or entertainment, all of which must have a valid University business purpose. Scope This standard applies to all situations where University funds are used. Contacts Direct any general questions about this standard […]

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for gifts, awards and other payments using University funds for a valid University business purpose. Scope This standard applies to all situations where University funds are used. Contacts Direct any general questions about this […]

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for professional business activities considered external conferences, internal conferences, training sessions, or retreats. Scope This standard applies to all situations where University funds are used. Contacts Direct any general questions about this standard to […]

Student Refund Replacement Request This form should be used (by students only) to provide the Student Accounts Office information needed to research a lost refund check. Please note requests for replacement refunds will not be accepted until 15 days after the date the original check was issued to allow time for delays due to mail […]

Contract Review Workflow Contract Review Workflow Last Updated: November 13, 2014

Select play for an Overview of Travel Rules for State Employees provided by the North Carolina Office of State Budget and Management (NC OSBM). Select play for an Overview of Travel Reimbursement for State Employees provided by the NC OSBM. UNC Charlotte specific travel guidance and forms for faculty and staff are available on the […]

Financial Services Access Request Form (FS Employees Only) This form is for Financial Services use only to request access to: Banner, RACF, NCID and Core Banking. Other departments needing Banner Finance and/or 49er Mart access must complete the Request for Banner Finance/49er Mart Access. This access requires completion of two courses: Banner Finance Training and […]

North Carolina law, Chapter 147-86.10 of the General Statutes, requires that “all agencies, institutions, departments, bureaus, boards, commissions and officers of the State…shall devise techniques and procedures for the receipt, deposit, and disbursement of monies coming into their control and custody which are designed to maximize the interest-bearing investment of cash and to minimize idle […]