Travel

NC OSBM Budget Manual Purpose: A budget manual guide from the North Carolina Office of State Budget and Management (OSBM) for use by state departments, agencies, and institutions in the preparation and administration of their budgets. Travel policies are in section 5 of the budget manual. Contact Email: travel@charlotte.edu Last Updated: April 13, 2022

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 […]

Purpose: Describes the common actions and items travelers need to take and know before going on University-sponsored business trips. Contact Email: travel@charlotte.edu Last Updated: April 1, 2021

Last Updated: September 1, 2023 Purpose: Guidance for faculty/staff regarding payment for travel expenses incurred for UNC Charlotte business purposes. Contact Email: travel@charlotte.edu

Payment method: The preferred method for purchasing airline tickets is to use a University-issued Purchasing Card (P-card). Other allowable methods include: Direct bill to AAA of the Carolinas Submit a Travel Reimbursement and Expense Report form Note: Refer to University Policy 601.8, “Appropriate Use of University Funds” to confirm if this is a permissible use […]

Payment method: The preferred method for prepaying for registration fees to conferences and non-conference events associated with University-related business is to use a University-issued Purchasing Card (P-Card). Other allowable methods include: Submit a Travel Reimbursement and Expense Report form Rationale and other considerations: Registration fees associated with conferences and non-conference events related to University business […]

Instructions on how to pay for other travel related expenses. Payment method: Use a Travel Reimbursement and Expense Report Form to request reimbursement of taxi, ridesharing services, train, bus, ferry, toll expenses, tips/gratuity, or other related expenses incurred while traveling on University business. This applies if the traveler is a: Other acceptable payment methods include […]

Instructions on how to pay for non travel reimbursements. Payment method: Use an Employee/Student Direct Pay Request (ESDPR) if the recipient is a: Current UNC Charlotte employee Student For payments to non-student/non-employee vendors, use the electronic check request (eCR). Rationale and other considerations: Payment of non-travel reimbursements of expenses incurred (and not for services performed) […]

Payment method: Authorized travelers can seek reimbursement for mileage, parking, and transportation costs using either the Travel Reimbursement & Expense Report (TRER) Form or the Mileage and Transportation Reimbursement (MTR) Form. The nature of the travel determines which form to use. This applies to both employee and non-employee travel for valid university purposes. When to […]

Payment method: The preferred method for prepaying for hotel/lodging expenses associated with University-related travel is to use a University-issued Purchasing Card (P-card). Other allowable methods include: 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. Rationale and other considerations: Hotel […]