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Finance

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

Cashiers and Student Accounts

Policies

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

Procedures

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

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Contract & Grant Accounting

Policies

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

Procedures

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

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Controller’s Office

Policies

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

Procedures

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

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Financial Planning & Budgets

Policies

Policy Number	Effective Date	Title
	7/1/21	Overview
1	7/1/21	Budget Transfers
2	7/1/21	Dual Employment
3	7/1/21	Organizational Change

Procedures

Procedure Number	Effective Date	Title
A	7/1/21	Budget Transfers
B	7/1/21	Dual Employment
C	7/1/21	Organizational Change

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Payroll

Policies

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

Procedures

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

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Procurement Services

Policies

Policy Number	Effective Date	Title
1	9/1/26	Procurement Policy Manual
2	9/28/26	PCard Policy

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