Full List of Resources
Student Refund Replacement Request
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 delivery.
Last Updated: June 30, 2021
Subscriptions, How to Pay
Payment method
The preferred method for paying for subscriptions to professional journals, other periodicals and electronic surveys is to use a University-issued Purchasing Card (p-card).
Other allowable methods include:
- Submit a reimbursement request
Rationale and Other Considerations
The costs associated with subscriptions to professional journals, magazines, other periodicals and surveys is an allowable expense on a p-card. Because the p-card allows for an improved approval and prepayment process, it is the preferred purchasing method for such transactions.
Please note that the periodical/journal must be delivered to a University address for the cost of the subscription cost to be allowable.
Note: Refer to University Policy 601.8, “Appropriate Use of University Funds” to confirm if this is a permissible use of funds for your area.
How to do it
- Review the resources below to confirm the allowability of the purchase and obtain supervisor approval.
- Pay the subscription using a p-card.
| Policies | Procedures | Training and Reference Materials |
|---|---|---|
| University Policy 601.8, Appropriate Use of University Funds | Purchasing Card Manual |
Contact for additional questions
Email the Purchasing Card staff at purchasingcard@charlotte.edu or visit the Purchasing Card Program website.
Last Updated: August 29, 2023
Supplies and Equipment, How to Procure and Pay
Payment method:
The method for purchasing supplies and equipment is to use 49er Mart.
Rationale and other considerations:
Orders are processed online through a web browser depending on the type of supplier used. To begin, choose a supplier and proceed with selecting items and placing them in your virtual shopping cart. When you have finished shopping, your cart proceeds to the checkout and a requisition draft is created. At this point, enter the appropriate accounting codes (e.g., fund, account) to be used by your department for the order.
Placing the order prompts the workflow process to begin. Approvers are notified via email that an order is pending (the level of approvals depends upon the dollar amount and the type of purchase). The final approval generates a purchase order (PO).
To receive the order, you must log in to 49er Mart. Receiving initiates payment to the vendor.
Note: When purchasing used equipment, please refer to the Materials Management Purchasing Manual (link below) for additional guidance.
How to do it:
- Login to 49er Mart.
- Click on the logo of the supplier (e.g., Staples).
- If the vendor is a punch-out supplier, you will be directed to the vendor’s site to shop for your item(s).
- Add the desired item(s) to your cart and click “Checkout” when finished ordering.
- You will be directed back to the 49er Mart site to create your requisition.
- Review the details of your order, and click “Proceed to Checkout.”
- Select the appropriate accounting codes for your college/department.
- Perform a final review and click “Place Order.”
| Policies | Procedures | Forms / Links | Training and Reference Materials |
|---|---|---|---|
|
University Policy 601.11, Purchasing Policy State of NC Purchase and Contract Division, Administrative Code University Policy 601.8, Appropriate Use of University Funds | 49er Mart Requester – Step-by-Step Guide | 49er Mart Login
| 49er Mart Training in Canvas
|
Contact for additional questions:
Email the Purchasing Office at purchasing@charlotte.edu or refer to the list of Purchasing contacts.
Last Updated: September 14, 2018
Tax Withholding Estimator
Use form to determine how much Federal withholding to have withheld from your paycheck.
Contact Email: PayrollDept@charlotte.edu
Last Updated: January 11, 2021
Third Party Lodging Authorization Request (Non-hotel lodging)
Purpose: Use this form to request authorization to stay in a 3rd party establishment. Requests must be submitted no less than two weeks before the travel dates.
Contact Email: travel@charlotte.edu
Last Updated: March 6, 2019
Third Party Lodging Policy
PURPOSE/SCOPE
This policy, in accordance with University Policy 602.7, Travel Authorization and Reimbursement, and in consideration of Internal Revenue Service (IRS), Office of State Budget and Management (OSBM), and other applicable regulations and guidance, establishes when the University will provide payment for third party lodging expenses incurred to support University business purposes, along with related administrative requirements.
These requirements apply to all UNC Charlotte faculty, staff, students, and any other individuals and members of organizations that travel at University expense (after this, “Travelers”).
DEFINITIONS
Third Party Lodging: An establishment that is rented out by a third party or treated as an apartment building by state or local law or regulation. This includes most non-hotel facilities and those rented out via sites like Airbnb and VRBO.
Rental Agreement: A signed agreement between the University Traveler and the Third Party Lodging establishment.
REQUIREMENTS FOR AUTHORIZATION
Per the North Carolina Budget Manual, authorization for third party lodging arrangements must be approved prior to travel. Submit the following documents to Disbursements no less than two weeks before the travel dates:
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Third Party Lodging Authorization Request, which demonstrates:
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Evidence of cost savings to the State OR
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If there is no evidence of savings to the State, please justify why a policy exception is necessary by providing an explanation and sufficient documentation. Justification may include, and should not be limited to, reasons such as safety and security issues, limited choices of hotels in remote areas, etc.
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Quote for third-party lodging location
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Copy of planned rental agreement or other applicable unsigned document (i.e., a screenshot of the desired location from the web page, which shows all costs and fees itemized)
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Note: third party lodging agreements are not allowed among family members
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Three hotel quotes for cost comparison.
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When obtaining comparison quotes, please use the following criteria:
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Three- and four‐star hotels from a travel/hotel booking website (e.g., Hotels.com, Expedia).
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Search for hotels close to the conference or business site.
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After a review of required documentation listed above, Disbursements will notify the traveler and departmental contact via email if approved or denied.
PROCEDURES FOR REIMBURSEMENT
To be reimbursed for third party lodging, submit the following:
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Approved Third Party Lodging Authorization Request with the Travel Reimbursement & Expense Report.
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A copy of the signed rental agreement or other applicable documents (e.g., Airbnb agreement).
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Paid itemized receipt, if separate from the rental or other signed agreement.
All employees must comply with the procedures supplemental to these requirements.
Rev. 4/18/18, 9/8/18, 7/29/21
Last Updated: July 29, 2021
Travel Authorization eForm
Purpose: This is an optional eForm version of the Travel Authorization that departments may choose to use for the individual, group, or blanket travel instead of the Excel version of the Travel Authorization.
Last Updated: January 11, 2021
Travel Expense Currency Conversions
How does Concur handle expenses incurred in a foreign currency?
Purpose: Effective August 8, 2024, international travel will be managed in Concur, which automatically converts expenses incurred in a foreign currency to U.S. dollars using the appropriate exchange rate.
Last Updated: September 12, 2024
Travel Forms Package
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.
Starting Aug. 8, 2024, employees should submit all travel requests and expense (travel and purchasing card) reporting through the Concur system. The current Bank of America Works and paper-based travel processes will be retired.
Contact Email: travel@charlotte.edu
Last Updated: October 10, 2024
Travel Manual
Purpose: Guidance for faculty and staff regarding payment for travel expenses incurred for UNC Charlotte business purposes.
Contact Email: travel@charlotte.edu
Last Updated: August 8, 2024
Tuition, Housing, and Dining Appeal Form
Tuition, Housing, and Dining Appeal Form
Used to ask for a refund on tuition, housing, and dining fees and charges due to extenuating circumstances.
Last Updated: January 11, 2021
UNC Charlotte Form W-9 – Request for Taxpayer Identification Number with Certification
Purpose: This form is used to provide vendors with UNC Charlotte’s taxpayer identification number.
Last Updated: September 18, 2024
UNC Charlotte General Contract Terms and Conditions
Purpose: This document outlines the terms and conditions of general contracts.
Last Updated: November 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
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 Marriott.com.
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
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:
How to reserve a hotel room
- Reserve a Standard guest room on Marriott.com 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.
- Email the completed information form to the Hotel via Sales@unccharlottemarriott.com.
- If applicable, complete the third-party authorization form for purchasing card (p-card) on file (this will be emailed separately).
Last Updated: July 1, 2024
UNC Charlotte Moving Expense Procedures
Overview
Moving expenses for new hires at UNC Charlotte can either be reimbursed using State funds or provided via an allowance using Discretionary funds. All moving support from the university is fully taxable to employees. Approval of the administrative head of the employing department is required prior to making commitments to pay moving and relocation expenses. Additional approvals may be required depending on the fund source, as described in these procedures.
ELIGIBILITY CRITERIA, FUNDING SOURCES AND ALLOWABLE AMOUNTS
Eligibility
The University may pay an employee’s moving expenses when (1) Moving reimbursement or allowances are available for full-time, permanent positions, and (2) 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, in writing, from the listed responsible individual (Senior Associate Provost for Faculty and the Executive Director of HR for Staff) before offering moving expense reimbursements or allowances to the prospective employee.
Funding Sources
The University offers two types of funds for employee moving expenses: 1) Moving reimbursements, covered by State funds, or 2) Moving allowances, covered by Discretionary funds. Only one of these two fund types may be used to pay for moving expenses for a single employee for either a reimbursement or allowance.
Moving Reimbursements (State Funds)
Typical “Moving-related expenses” covered via a moving reimbursement are outlined in detail in the North Carolina Office of State Budget and Management (OSBM) Budget Manual Sections 6.8 and 6.9 and include but are not limited to:
- Payment for movement of household and personal goods includes items such as furniture, clothing, and personal effects.
- Travel expenses incurred in moving the employee and his or her family from the old residence to the new residence are as follows:
- For locating a new residence, three (3) round trips, not exceeding six (6) days and three (3) nights, are required.
- For the day of moving – subsistence, lodging and mileage
The employee is required to submit a pre-approval request to use state funds, which requires the Chancellor’s approval. The moving reimbursement will require out-of-pocket expenses for the employee and will likely take more than one month to process.
Moving Allowances (Discretionary Funds)
Typical “Moving-related expenses” covered via a Moving Allowance include, but are not limited to, house hunting, moving truck rentals, hiring moving companies, shipping costs for household items and related supplies, storage costs before or during the move, shipping costs for household pets, mileage incurred during the move, and other move-related costs such as connecting/disconnecting utilities and temporary living arrangements.
- Typically, no supporting documentation or receipts are needed.
- However, when the allowance request is for $10,000 or more, receipts must be submitted and maintained, and the allowance will only cover the actual moving-related expenses supported by receipts.
Additional Fund Guidance
Payment for all moving-related expenses is the responsibility of the employee.
The moving expense reimbursement or allowance will be paid as a taxable lump sum payment and is intended to offset some of the employee’s moving-related costs at the hiring department’s discretion.
Departments may opt to cover applicable taxes for employees via a gross-up. Discretionary funds must be used for the gross-up portion of a reimbursement or allowance, regardless of the fund type used to cover moving expenses.
The Moving Expense Reimbursement and Allowance Forms are the only approved method for paying a moving reimbursement/allowance to an employee. Moving-related expenses cannot be paid directly to an employee or a vendor via p-card, 49er Mart, or Employee & Student Direct Pay Request (ESDPR).
Allowable Amounts
Departments can submit a total request up to the following amounts:
- Moving expense support is not considered “special pay subject to the “3/9ths” rule for 9-month faculty.
- 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).
- 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.
- 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.
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.
Procedures
- If using State funds, your department or college’s business support staff should complete a Pre-approval Request Form (download it before completing it).
- You can share this instruction guide 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.
- New employees should NOT complete this form for themselves. The form and attachments follow an automated workflow for designated approvers, as detailed in the flowchart below:
Click the image below to enlarge:
Resources
Moving Expense Reimbursement Forms
- Moving Reimbursement Pre-Approval Request Form
- Moving Reimbursement Request Form
- Moving Allowance Request
Other resources
- OSBM Budget Manual Sections 6.8 and 6.9
- UNC Charlotte Moving Reimbursement Instruction Guide for new employees
Responsible Office: Controller’s Office
Contacts
- Faculty: Contact your College/Unit Business Officer
- Academic Affairs Budget: aa-budget@charlotte.edu
- Academic Affairs Personnel: aa-personnel@charlotte.edu
- Staff: Human Resources – Tiffani McCain, Director of Position and Performance Management, tmmccain2@charlotte.edu
- Financial Services
- Disbursements: travel@charlotte.edu
- Tax: taxoffice@charlotte.edu
- Payroll: PayrollDept@charlotte.edu
Created 2/18
Last Updated: May 1, 2024
Uniform Administrative Requirements for Federal Grants (Uniform Guidance 2 CFR 200)
Purpose: To provide requirements for financial management, monitoring and reporting for Federal funding.
Last Updated: January 12, 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 25, 2024