Manuals, Guides, and Procedures

Travel Manual

Last Updated: September 1, 2023

Purpose: Guidance for faculty/staff regarding payment for travel expenses incurred for UNC Charlotte business purposes.

Contact Email:

UNC Charlotte Form W-9 – Request for Taxpayer Identification Number with Certification

This form is used to provide vendors with UNC Charlotte’s taxpayer identification number.

Last Updated: January 10, 2023

UNC Charlotte Income Tax Status

Letter stating contributions to UNC Charlotte are tax deductible as a 501c3

Last Updated: November 13, 2014

UNC Charlotte Marriott Hotel & Conference Center Information

Marriott Hotels logo

Hotel location and information

UNC Charlotte Marriott Hotel & Conference Center (Hotel) is located close to campus and offers many ways to partner with the University. Situated on approximately four-acres near the PORTAL Building, the Hotel is located at 9041 Robert D Snyder Road, Charlotte, NC 28262 and offers direct access to the LYNX Blue Line. For more information, call 704-978-8000 or visit

Did you know that UNC Charlotte Marriott Hotel & Conference Center has…

  • 226 guest rooms
  • 5 suites including the 1,700 square foot Chancellor suite – the only room with an outdoor terrace
  • Curated art program created by UNC Charlotte faculty, alumni and students
  • More than 20,000 square feet of function space
  • Largest space: 7,000 square foot Crown Room that can hold as many as 800 people (when at 100% capacity) for a stand-up reception
  • More than 6,000 square feet of designed outdoor function space – the outdoor plaza has views of the UNC Charlotte campus
  • All function space located on one level
  • A full service restaurant, Golden Owl Tavern

To learn more about the Hotel visit the Inside UNC Charlotte website.

How to book your next campus event

If a campus department desires to hold an event at the Hotel, the department contact should first consult with their department head or another appropriate manager to confirm approval and fund availability. Click on the summarized flowchart below for the complete procedures departments should use for scheduling campus events at the Hotel.

Click the image below to enlarge:

UNC Charlotte Marriott Hotel & Conference Center flowchart to schedule campus events

How to reserve a hotel room

  1. Reserve a Standard guest room on at the UNC Charlotte Business Rate by following the Hotel’s reservation procedures and hotel policies. Note that this rate only applies to individual travel for University guests traveling on University business.
  2. Email the completed information form to the Hotel via
  3. If applicable, complete the third-party authorization form for purchasing card (p-card) on file (this will be emailed separately).

Last Updated: June 30, 2023

UNC Charlotte Moving Expense Procedures


Moving expenses for new hires at UNC Charlotte can either be reimbursed using State funds or provided via an allowance using Discretionary funds. These procedures outline the difference between the two methods and how to request a reimbursement or allowance. All moving support from the university is fully taxable to employees.


Fund Sources1

Only one of the following two types of funds may be used to pay for moving expenses:

  • State funds may be used for moving expense reimbursements. The employee is required to submit a pre-approval request to use state funds.
  • Discretionary funds may be used for moving allowances.
  • Only one type of funds (Discretionary or State) can be used for a single employee for the reimbursement/allowance.
  • Gross-up: Discretionary funds must be used for the gross-up portion of a reimbursement/allowance, if applicable, regardless of the fund type used. Gross-up cannot be added for faculty reimbursements funded via Academic Affairs Budget (AAB) State funds.
  • See the chart in “Standard Allowance Levels” for additional information on fund sources.

1) Refer to Policy 601.8, Appropriate Use of University Funds, for definitions of fund types. Generally speaking, Discretionary funds must be designated by the letters “DISC” in the fund title. State funds are all other funds (General Funds, trust funds, special funds, etc.).

Standard Allowance Levels

Departments can submit a total request up to the following amounts:

Standard Allowance Levels Table
  1. Moving expense support is not considered “special pay subject to the “3/9ths” rule for 9-month faculty.
  2. AAB (Academic Affairs Budget) provides the funding for faculty moving expenses for all colleges/departments except for the Belk College of Business (BCOB) and The Williams States Lee College of Engineering (COEN).
  3. Funding for staff moving expenses is contingent upon the availability of departmental funds. Note that while HR (Human Resources) approves moving expense reimbursements/allowances for staff they do not provide any central source of funding.
  4. For exceptions, include the following required information: Candidate’s Name; Rank and/or Title; Any additional working title (e.g., Distinguished Scholar); Department/College; Standard Amount of Moving Support for rank; Requested Exception Amount; Reason exception is needed.

Expenses covered and documentation

The moving expenses covered and documentation requirements are different for moving reimbursements paid via state funds vs. moving allowances paid via discretionary funds. The flowchart in the Procedures section below shows the approval process required for each.

Moving Reimbursements using State Funds

  • All documentation and receipts that support the amount being requested are required to be maintained and submitted.
  • “Moving-related expenses” covered via a Moving Reimbursement are outlined in detail in OSBM Budget Manual Sections 6.8 and 6.9. Only specific expenses can be paid via state funds for moving expense reimbursements. Please make sure you review these sections in detail so you understand what can and cannot be reimbursed via State funds.
    • ​Only specific travel expenses can be paid via state funds. These are detailed in the OSBM Budget Manual and on the Reimbursement Request form. Additional costs are the responsibility of the employee. Notably:
      • Section 6.8:
        • The only items allowed to be covered are “household and personal goods,” which excludes items that require special handling such as animals, boats, airplanes, motor vehicles, antiques, satellite dishes, campers, woodworking equipment, workshop items, heavy machine equipment, and building materials.
        • The cost of packing, transporting, and unpacking is limited to 15,000 lbs.
        • Additional storage is not covered.
        • Expedited service, space reservation, and other special or non-routine services are not covered.
      • Section 6.8.2: Transit insurance costs are limited to the carrier’s required base coverage of $0.60 per pound per article.
      • Section 6.8.3: Appliance connection/disconnection costs are allowed up to $500.
        • Includes electrical, water, gas hook-up, household appliances, and connection of a single telephone.
        • Does not include “items considered unnecessary to household operations such as television antennas, cable connection, satellite dish, nor any type of power tools, nor other equipment associated with home workshops, hobbies, or other activities.”
        • Does not include utility deposits or running of utility lines.
      • Section 6.8.4: Mobile home moving costs are allowed up to $1,000 in lieu of an allowance for loading, unloading, and insurance coverage.
      • Section 6.8.5: Employee travel & subsistence
        • For locating new residence (house hunting): Mileage is reimbursable for a maximum of 3 round trips: max 2 days/1 night each, max 6 days/3 nights total. Airfare is NOT reimbursable unless savings to the state can be shown. Subsistence is allowed for each member of the family per trip, limited to state rates (see Travel Manual, Section VIII.1.1). Lodging is allowed for one double room.
        • For the day of moving: Mileage is reimbursable for a one-way automobile trip (max of two cars). Airfare is NOT reimbursable unless savings to the state can be shown. Subsistence is allowed for each member of the family (see Travel Manual, Section VIII.1.1). Employees have two days to complete the move. Lodging is allowed for one double room.
    • Moving-related expenses do not include those incurred for job candidates during recruitment (e.g., during on-campus interviews). See the Travel Manual for further information about recruitment related reimbursements.
  • Pre-approval is required (Budget Manual Section 6.9.1). The pre-approval form must include bid information from three professional movers. If the employee prefers to rent a moving truck, the employee must provide a bid from one professional mover to show that the cost to rent a moving truck is less than the cost to hire a professional moving company (including estimated packing material costs such as straps, blankets, boxes). An estimate of other reimbursable costs (generally those listed under Section 6.8.5 above) must also be included.
  • The moving reimbursement will require out-of-pocket expenses for the employee, and will likely take more than one month to process. The reimbursement is still taxable to the employee. Requirements set forth in the OSBM Budget Manual are strict and detailed. Note that Chancellor approval is required.

Moving Allowances using Discretionary Funds

  • No supporting documentation or receipts are needed. Exceptions:
    • When the request is for $10,000 or more:
      • Receipts must be maintained and submitted.
      • The amount is limited to the moving-related expenses actually incurred, supported by receipts.
    • Moving expense documentation should be maintained if an exception amount is being requested (See Standard Allowance Levels chart below) to support consistency among amounts paid to new employees.
  • “Moving-related expenses” covered via a Moving Allowance includes expenses related to house hunting, moving truck rentals, hiring of moving companies, costs for shipping household items and related supplies, costs to store household items before or during the move, costs to ship household pets, mileage incurred during the move, other move-related costs such as connecting/disconnecting utilities, and temporary living arrangements.
    • Moving-related expenses do not include those incurred for job candidates during recruitment (e.g., during on-campus interviews). See the Travel Manual for further information about recruitment related reimbursements.

Policies applicable to both Reimbursements and Allowances

  • Payment for all moving-related expenses is the responsibility of the employee.
    • No moving-related expenses can be paid directly to an employee or to a vendor (e.g., via p-card, 49er Mart, or ESDPR) outside of the Moving Expense Reimbursement/Allowance Form.
      • Departments should avoid paying for any moving-related expenses outside of the Moving Expense Reimbursement/Allowance Form, as doing so creates unfavorable taxable consequences for the employee.
      • If moving expenses are found to have been paid for an employee’s benefit via p-card or 49er Mart (or otherwise outside of the Moving Expense Reimbursement/Allowance Form), the expense will need to be added to the employee’s wages after-the-fact. The employee will be responsible for related federal and state income and FICA tax withholdings (which will be deducted from the employee’s regular pay) unless the department chooses to gross up the payment (use the gross-up calculation form).
  • The moving expense reimbursement/allowance is a taxable lump sum payment, intended to offset some of the employee’s moving-related costs at the discretion of the hiring department. Recipients should expect approximately 35% in taxes to be withheld from their moving reimbursement/allowance.


  • Moving reimbursements/allowances are available for full-time, permanent positions.
  • Eligible employees will be moving from outside a 100-mile radius of the Greater Charlotte area.
  • The employee’s move must be completed within the first year of employment.
  • Exceptions require pre-approval.

Discontinuation of Employment

Employees that leave University employment prior to 90 days must reimburse the University 100% of any allowance received (gross, not net of taxes). Should an employee voluntarily leave University employment within one year of hire for a position other than a promotion within North Carolina state government, they may be required to reimburse the University for a prorated portion of the allowance. The employee should work with the hiring department to determine the amount to be repaid. No tax withholding or reporting adjustments will be made by the Payroll Office. Repayment should be made directly to the department outside of the payroll system.


  1. If using State funds, your department or college’s business support staff should complete a Pre-approval Request Form (download this form before completing it).
    • Here is an instruction guide you can share with new employees that walks them through the information that is needed for the pre-approval and reimbursement.
    • Attachments should be uploaded as PDFs. Do not upload attachments as zip files.
  2. To request reimbursement/allowance, your department or Moving Expense Reimbursement/Allowance Form (download this form before completing it). Note that new employees should NOT complete this form for themselves. The form and attachments should be emailed directly to
  3. The form will follow this approval workflow:

Click the image below to enlarge:

Moving Payments Flowchart
  1. Once approved, Payroll will process on the next available payroll cycle.
    • A moving allowance can be paid on the employee’s first paycheck provided that: 1) all HR hiring process steps are completed so that the employee and their job is established in Banner, and 2) the allowance form has been submitted to Payroll at least two weeks prior to the pay date. Required HR hiring process steps include:
      • Employee’s job is established in Banner (NBAJOBS).
      • Parts 1 & 2 of the Form I-9 are completed, along with other HR related hiring documents; please reference HR’s New Employee Forms webpage.
      • Direct Deposit has been set up by the employee; follow the steps in this FAQ (employee must have their NinerNet credentials first).
      • For new 9-month faculty, if all the above are complete, a moving reimbursement/allowance may be processed earlier than the faculty member’s first payroll distribution (typically end of August). Business support staff submitting the requests should send copies of the completed Form I-9 and attest that direct deposit has been set up, before submitting the moving Form. Incomplete paperwork can cause delays in processing.

*Please allow appropriate time for required approvals.
remember that the existence of a UNC Charlotte ID # (800#) does not necessarily mean the employee’s job is established in Banner.


Examples that illustrate the difference between recruitment and house hunting expenses

Scenario #1:

A candidate comes to Charlotte for an on-campus interview. The candidate returns home and receives a job offer and accepts it. Subsequently, the candidate returns to Charlotte for a legitimate house hunting trip.

Travel Reimbursement: For the first trip, the candidate may be reimbursed for recruitment-related travel expenses (based on State limit criteria; refer to the Travel Manual).

Moving Support: For the second trip, the employee may not be reimbursed for any expenses related to this trip as recruitment-related travel. Instead, the department can either: 1) request a moving allowance for the employee to help cover any house hunting and/or moving expenses if they elect to use Discretionary funds, or 2) reimburse the employee for house hunting expenses using State funds; see OSBM Budget Manual Section 6.8.5 “For locating new residence” for restrictions, including that airfare cannot be reimbursed.

Scenario #2:

A candidate comes to Charlotte for an on-campus interview. The candidate does some house hunting while in Charlotte during this trip but is primarily in Charlotte for the purpose of the interview. The candidate returns home and receives a job offer and accepts it.

Travel Reimbursement: The candidate can be reimbursed for recruitment-related travel expenses (based on State limit criteria; refer to the Travel Manual), but not for any specific house hunting expenses (including transportation, lodging, and subsistence costs on days not covered under the candidate’s business trip, usually limited to one day before/after the interview).

Moving Support: If the department requests a moving allowance for the employee using Discretionary funds, the department can request an amount that will help cover any house hunting expenses, as well as other moving-related expenses incurred by the employee. If the department elects to reimburse the employee using State funds, specific house hunting expenses can be covered; see OSBM Budget Manual Section 6.8.5 “For locating new residence” for restrictions, including that airfare cannot be reimbursed.

Created 2/18

Last Updated: October 3, 2023

University’s Cash Management Plan

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 and nonproductive cash balances.”

The University Controller has responsibility for developing and administering the Cash Management Plan in compliance with the Statewide Cash Management Plan, North Carolina General Statutes, and the State Treasurer. This Plan is maintained in the University Controller’s office for auditor review. The Internal Audit Office will periodically review cash management activities to ensure compliance with University policies and procedures. The State Auditor will annually determine if the University is in compliance with the Statewide Cash Management Plan.

The University’s Cash Management Plan most recently approved by the Office of State Controller (OSC) can be found above.

Last Updated: March 31, 2023