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To: Campus Unit Finance Leads (CUFL)
From: Beau Jimmerson, Chief Procurement Officer and Executive Director of Operations

A number of questions have been received regarding the communication below which we would like to address. The MCU Finance Lead Approval requirement for conference-related expenses has been in place since the Purchasing Guidance Chart was announced in November 2020. This includes out-of-pocket expenses submitted for reimbursement and payments on the P-Card. With the rescinding of Provost/Chancellor approval for out-of-state travel, this requirement now extends to all travel-related expenses.

If a unit would like to delegate this approval authority from the Campus Unit Finance Lead (CUFL) to other members of their team/unit, we will need the CUFL to provide this delegation in writing to travel_team@unc.edu. Approval authority cannot be further delegated by delegates. For travel which has already been booked or has occurred prior to the date of this communication, this approval may be received in arrears. Going forward, all new travel must be preapproved.

When the Concur Travel System is launched, we understand that CUFLs and their delegates may not be directly involved in the approval workflow. That said, there are compensating controls within Concur that will satisfy this requirement. At that time, CUFL preapproval will no longer be required.

Thank you.


June 10, 2021
To: Campus Unit Financial Leads (CUFL)
From: Beau Jimmerson, Chief Procurement Officer and Executive Director of Operations

Effective June 2, 2021, COVID-19 restrictions on university related domestic travel are rescinded; pre-approval from the Chancellor or Provost is still required for all International travel.

In keeping with the Major Campus Unit Purchasing Guidelines, travel expenses require Campus Unit Finance Lead approval for all non-Sponsored Project Travel.  This includes conference registration expenses, whether in-person or remote.  Completion of the Purchase Approval Form is not required, however written approval from the Campus Unit Finance Lead will now be requested by Travel Services for all reimbursement requests from non-Sponsored Project funds.

This requirement will be enforced for all travel which began on or after June 2, 2021.  This approval requirement will migrate to Concur when that system is launched.

Notification of this change will be sent to the University Business Managers listserv and the Deans, Directors and Department Chairs listserv later today.