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The State of North Carolina requires competitive bidding for all items not available on State Term Contracts that exceed the Small Purchase Benchmark as defined in Finance Policy 1251. The policy clarifies the dollar thresholds for the bid types and provides direction on supporting documentation required to facilitate the purchase.

The purpose of this document is to create a policy to: (1) mandate training for all Travel & Expense Card (T&E Card) Accountholders and (2) enforce penalties on T&E Card Accountholders who violate their Accountholder Agreement by not complying with the terms and conditions regarding use of their T&E Card account.

The purpose of this document is to create a policy to 1) mandate training for all Purchasing Card Accountholders, Group Proxy Reconcilers, and Group Approvers and 2) enforce penalties on Purchasing Card Accountholders who violate their Accountholder Agreement by not complying with the terms and conditions regarding use of their P-Card account.

This policy provides the Budget, Planning and Analysis the ability to report personnel budget to the UNC System Office and the Office of State Budget and Management (OSBM).

This Procedure states the scope of what the Travel & Expense Card (T&E) can be used for to comply with state auditing rules. It details examples of allowable and non-allowable uses of the T&E Card and defines the oversight of card use.

This procedure is for establishing an endowment fund Source, where the principal is to remain intact (the gift exists in perpetuity) and is to be invested to produce income that may be expended or reinvested.

The purpose of the Policy on Escheats is for the University of North Carolina at Chapel Hill to comply with North Carolina General Statute 116B, Escheats and Abandoned Property.

This procedure addresses how to request a cash advance, guidelines for maintaining supporting documentation at the department level, and procedures for reconciling and settling cash advance.

The University is required to file an Exempt Organization Business Income Tax Return (Form 990-T) with the Internal Revenue Service reporting any unrelated business income generated by the activities of its academic and support units.

The University is required to file an Exempt Organization Business Income Tax Return (Form 990-T) with the Internal Revenue Service reporting any unrelated business income generated by the activities of its academic and support units.

All appropriate and cost-effective actions to collect accounts receivable must be taken, with the objective to sustain proper management of University receivables held by campus units.

Maintaining an imprest checking account requires periodic replenishing of the bank balance, reconciliation and evaluation of the activities to determine the adequacy of the funding. The department should close the imprest checking account if the purpose for which the account was established no longer exists.

This procedure explains how to request and establish an imprest checking account.

To provide guidelines for managing imprest checking accounts, which are supported by a limited amount of University's unrestricted endowment income funds.

To establish a petty cash fund, the dean, director or department chair should submit a letter to the University Controller justifying the need, the types of expenses to be paid, the method of safekeeping, the source of funds, the amount needed and the individual responsible for the administration of the petty cash fund (petty cash custodian).