University Center Activities & Events (ucae)

Houses

How-To Guide (PDF)
In order to make a purchase for your House, the following MUST be completed:

  • The House’s DukeGroups page must be registered with your current House President and House Treasurer.
    • The House President and House Treasurer must complete the mandatory House training.
  • All purchases must have GR or RC approval before processing.
  • Some Houses have 2 different funding sources that funnel in to the same FundCode (Ex: Student Organizational funds from SOFC, fundraising, etc and House funds from HDRL).
    • Use the steps below to purchase items using your House funds.
    • Use the Student Organizational steps to purchase items using your Student Organizational funds.
  • Steps to turn on DukeGroups Notifications
    • Log into DukeGroups
    • Click your name at the top right
    • Click on Settings in the drop-down menu
    • Click on Notifications
    • Under “Form Submission Wall Posts”, click “System Inbox and Email”
    • Click on Save at the bottom of the page
  • Your House is responsible for tracking all deposits and expenses that post to your FundCode.
    Below is a transaction log that will assist you.
  • Your House President and House Treasurer can request a copy of all posted transactions at any time. Please keep in mind that transactions will not post on the same day and it can take up to 10 weeks before certain transactions post.
  • The UCAE Business & Finance Office does not allow any purchases for vendors/items on the  Prohibited List .​

Quick Links for House Purchases

P-card (Credit Card Purchase)

The UCAE Business & Finance Office staff have Duke corporate credit cards (P-card) that Houses have access to use. P-cards are used for purchases such as ordering food from a restaurant or making purchases through Amazon.

  • P-cards will remain in the UCAE Business & Finance Office.
    • Purchases must be made online or over-the-phone.
  • Receipts must be turned in within 2 business days of purchase.
    • If the receipt is not turned in on time, your FundCode will be suspended (NO transactions will be processed until the receipt is turned in).
  • If purchasing items through Amazon:
    • Your order must run through the UCAE Business & Finance Office Amazon Account.
      • WE HAVE AMAZON PRIME and can save on shipping time and cost.
    • Be sure to email or have all the links to all your items saved to make the purchasing process quicker.
  • Due to compliance issues, the P-card cannot be used with vendors on the Prohibited List .
    • You can still seek reimbursement or request a cash advance to make purchases with the vendors on this list.
  • Payments to individuals and vendors that require a contract must be in the form of a check.
  • We do not allow any purchases for vendors/items on the Prohibited List .

Steps to Use the P-card

  • Submit a P-card Request through DukeGroups
  • The UCAE Business & Finance Office will review your submission and comment on the request either asking for additional information or approving the purchase.
    • The purchase cannot be completed until your GR or RC also approve the request.
    • Upon receiving all approvals, please visit the UCAE Business & Finance Office to complete the purchase.

Reimbursement

You can be reimbursed when you use your own personal funds for approved House expenses.

  • Your reimbursement must be turned in within 14 days of the event date.
    • If the expense is not associated with an event, your reimbursement must be turned in within 14 days of the receipt date.
  • The reimbursement must be for the student who made the purchase.
  • The student who made the purchase must fill out the appropriate reimbursement form.
    • Travel Reimbursement Form - Use this form to be reimbursed for an overnight trip or mileage.
      • For mileage or gas reimbursements, a Google Maps or MapQuest map showing miles traveled must be attached to the reimbursement form.
    • Miscellaneous Reimbursement Form – Use this form to be reimbursed for all other approved expenses.
  • All original itemized receipts showing proof of payment must be stapled to the form.
  • Turn in your form with original receipts to the reimbursement box located outside of the UCAE Business & Finance Office (004 Bryan Center).
  • We suggest that you copy your form and receipts for your records.
  • Your House President or House Treasurer must submit the Online Reimbursement Request through DukeGroups as their approval of the expense.
  • Once the Online Reimbursement Request has been submitted, your GR or RC must approve the expense before the UCAE Business & Finance Office will submit the paper form for processing.
  • We do not allow any purchases for vendors/items on the Prohibited List .

Steps to Request a Reimbursement

  • Miscellaneous or Travel Reimbursement Form is filled out, signed and turned in with original receipts attached to the reimbursement box outside of the UCAE Business & Finance Office within two weeks of your event date (or receipt date if not associated with a specific event).
    • If there are any issues with your paperwork, you will be contacted via your Duke email address.
  • Once the Online Reimbursement Request has been submitted, your GR or RC must approve the expense.
  • Once your paperwork is reviewed and approved by the UCAE Business & Finance Office and your GR or RC, it will be submitted to Employee Travel & Reimbursement (ET&R) for final processing and check cutting.
    • Once it’s sent to ET&R, it will take a minimum of 4-6 weeks to receive payment.
  • The checks will be returned to the UCAE Business & Finance Office and you will receive an email when yours is ready for pickup.
    • If you have not picked up your check within 6 months, your check will be voided and not reissued.

Cash Advance

A cash advance can be used when a vendor is unable to accept credit cards, checks or is on the Restricted List.

  • You cannot use a cash advance to pay individuals or vendors that require a contract.
  • A hold will be placed on your bursar account when you pick up the cash from the Cashier’s Office.
    • Your bursar account will not be cleared until you submit original receipts.
      • These need to be placed in the cash advance box outside the UCAE Business and Finance office. For more details, see Steps to Clear a Cash Advance.
    • These receipts must show cash payments.
      • If these receipts show CREDIT CARD payments, they will not be cleared from your bursar account.
  • The cash must remain in your possession and not passed to other students.
  • We do not allow any purchases for vendors/items on the Prohibited List.

Steps to Request a Cash Advance

  • Submit a Cash Advance Request through DukeGroups
  • Once the Cash Advance Request has been submitted, your GR or RC must approve the expense.
  • The UCAE Business & Finance Office will review your submission and comment on the request informing you whether or not the cash advance can be picked up.
  • Once approved, you will go to the Cashier’s Office located at: 
    • Smith Warehouse Bay 8, Room B-103
      114 South Buchanan Boulevard Durham, NC 27701
      Hours: Monday – Friday, 8am-4pm

Steps to Clear a Cash Advance

  • Fill out the Cash Advance Receipt Form .
  • Attach all original itemized receipts showing CASH payment.
  • Place your form in the cash advance box located outside of the UCAE Business & Finance Office.
  • Any remaining funds from your cash advance should be returned directly to the Cashier’s Office.
  • Once your paperwork is reviewed and approved by the UCAE Business & Finance Office, it will be submitted to Employee Travel & Reimbursement (ET&R) for final processing.
  • Once it’s sent to ET&R, it will take a minimum of 4-6 weeks to clear your bursar account.
    • ​Because of this, graduating seniors are not advised to take out cash advances in the last two months before they graduate.

Check Request

A Check Request is used for payments on many types of services such as speakers, performing artists and contracts.

Invoices

Contracts

Steps to Request a Check

  • Submit a Check Request through DukeGroups.
  • Once the Check Request has been submitted, your GR or RC must approve the expense.
  • The UCAE Business & Finance Office will review your submission and comment on the request either asking for additional information or approving the purchase.
  • Be sure to drop off all the required forms in the contract drop-off box located in The Source (036 Bryan Center UCAE Suite).

Deposit

The UCAE Business & Finance Office can deposit cash and checks that your House collects into your FundCode.

  • Bring cash and checks to the UCAE Business & Finance Office.
    • Checks should be made out to Duke University.
  • Some deposits will be subject to North Carolina sales tax and this will reduce your total deposit.
    • Examples of taxable transactions are the sales of T-shirts, baked goods, ice cream, etc.

Prizes

The Prize Winner Form is used for prizes awarded to House members for competitions such as March Madness.

  • The Prize Winner Form must be used for all prizes given to your House members.
    • Gifts should not be given to Duke Faculty and Staff.
    • Gifts cannot be given to your House members (i.e. senior gifts, thank you gifts, etc.).
  • Prizes must be approved prior to purchase. They cannot be purchased by Cash Advance or Reimbursement. Instead, they must be purchased by P-card.
  • The UCAE Business & Finance Office must have the completed Prize Winner Form at the time of purchase.