Finance | Policies and Procedures

Policies and Procedures

Finance

Policy Number	Effective Date	Title
1	5/1/2020	The Office of Finance
2	5/1/2020	Organization Structure
3	5/1/2020	University Accounting
4	5/1/2020	Principal and Practices of Fund Accounting

Policy Number	Effective Date	Title
1	7/1/21	General Policy
2	7/1/21	Credit Card Acceptance and Processing
3	7/1/21	Interest and Penalty Charges
4	7/1/21	Student Refunds
5	7/1/21	Departmental Receipts and Deposits

Procedure Number	Effective Date	Title
A	7/1/21	Credit Card Acceptance and Processing
B	7/1/21	Departmental Deposit Slips
C	7/1/21	University Receipt Books

Policy Number	Effective Date	Title
1	7/1/21	Establishment of Award
2	7/1/21	Allowable Costs on Sponsored Projects
3	7/1/21	Cost Share on Sponsored Projects
4	7/1/21	Cost Transfers on Sponsored Projects
5	7/1/21	Research Subject Payments
6	7/1/21	Participant Support Costs
7	7/1/21	Subrecipient Monitoring
8	7/1/21	F&A – Indirect Costs
9	7/1/21	UNCG Fringe Benefit Rates
10	7/1/21	Program Income
11	7/1/21	Equipment
12	7/1/21	Financial Reporting
13	7/1/21	Certification of Effort Reporting
14	7/1/21	Sponsored Billing and Collections
15	7/1/21	Award Closeout
16	7/1/21	Residual Balances on Fixed Price Agreements
17	7/1/21	Sponsored Budget Revisions

Procedure Number	Effective Date	Title
4	7/1/21	Cost Transfers on Sponsored Projects
5	7/1/21	Research Subject Payments
6	7/1/21	Participant Support Costs
13	7/1/21	Certification of Effort Reporting
17	7/1/21	Sponsored Budget Revision

Policy Number	Effective Date	Title
1	7/1/21	Establishment of an Institutional Trust Fund
2	7/1/21	General Expenditure Policy
3	7/1/21	Telephone Charges
4	7/1/21	Interdepartmental Invoices
5	7/1/21	Independent Contractors
6	7/1/21	Petty Cash Funds
7	7/1/21	Expenditures in Foreign Currency
8	7/1/21	Departmental Sales
9	7/1/21	Fixed Assets
10	7/1/21	NC Nonresident Individuals and Businesses
11	10/26/21	Use of Discretionary Funds
12	7/1/21	Accountability and Required Review of Monthly Fund Reports
13	7/1/21	University Debt
14	7/1/21	Business Entertainment
15	10/29/21	Tuition Waiver
16	10/30/21	Vendor Terms and Conditions of Payment
17	3/20/25	Travel Policy
18	3/20/25	Advance Payments to Vendor

Procedure Number	Effective Date	Title
1	7/1/21	Request for Institutional Trust Fund
2	7/1/21	Expenditure Authorization
4	7/1/21	Interdepartmental Invoices
5	7/1/21	Contracted Services
6	7/1/21	Petty Cash Fund Establishment
8	7/1/21	Departmental Sales Invoice
9	7/1/21	Fixed Assets

Policy Number	Effective Date	Title
1	7/1/2021	Direct Deposit and Payroll Checks
2	7/1/2021	Exception Payroll Checks
3	7/1/2021	Changes and Corrections to Payroll Labor Charges
4	7/1/2021	Overpayment and Collection Policy

Procedure Number	Effective Date	Title
1	7/1/2021	Direct Deposit and Payroll Checks
2	7/1/2021	Exception Payroll Checks
3	7/1/2021	Changes and Corrections to Payroll Labor Charges
4	7/1/2021	Overpayment and Collection Policy

Policy Number	Effective Date	Title
1	7/1/21	Methods of Purchase
2	7/1/21	Purchasing Authorizations and Practices
3	7/1/21	Statewide Term Contracts
4	7/1/21	Unauthorized Purchases
5	7/1/21	Purchases for Personal Use
6	7/1/21	Sole Source Purchases and Waiver of Competition
7	7/1/21	Standing Purchase Orders
8	7/1/21	PCards
9	7/1/21	Emergency Purchases
10	7/1/21	Interaction with Vendors
11	7/1/21	Levied Purchasing Programs
12	7/1/21	Special Considerations Related to Equipment
13	7/1/21	Consultant Services
14	7/1/21	Contracted Personal Services
15	7/1/21	Gift Cards and Gift Certificates
16	7/1/21	Purchasing Delegations
17	7/1/21	Excise and Sales Tax
18	7/1/21	Safety of Purchased Products
19	7/1/21	Unique Purchase Items
20	7/1/21	Changes to Purchase Order
21	7/1/21	Purchase Order Receiving
22	7/1/21	Partial and Advance Payments
23	7/1/21	Pricing Deviations
24	7/1/21	Protest of Award or Vendor Dispute
25	7/1/21	Supported Computer Products and Related Technology
26	7/1/21	Returns to Vendors

Procedure Number	Effective Date	Title
A	7/1/21	Purchasing from Commercial Vendors
B	7/1/21	Solicitation of Bids and Quotations