Manuals - Guides - Procedures

Pilferable Assets Template

Purpose: This template is an example of how to maintain important information about assets that are at risk of theft. Examples of pilferable assets that each department shall maintain include laptops, computers, data projectors and other pilferable assets costing between $1,000 and $5,000.    Contact: Last updated: April 22, 2024

Sales and Use Tax Exemption Certificates

Purpose: To provide the sales and use tax exemption certificates on file with UNC Charlotte’s Tax Office. The University is exempt from North Carolina sales and use tax for qualifying purchases. Vendor Specific Certificates State Specific Certificates Contact Email: Last updated: March 6, 2024

Purchasing Agent Departmental Listing

Purpose: This file contains a table of purchasing agents by level 5 organizational code. Contact Email: Last Updated: April 23, 2024

Payroll Calendar

Payroll Calendar Purpose: Add and view the University’s Google payroll calendar by selecting the payroll calendar link. Detailed instructions are available on the University FAQ site. Contact Email: Last Updated: January 23, 2024

Endowment Overview and Update Training

Endowment Overview and Update Recorded Presentation (20-minute video) Purpose: To share the results of the annual spending calculation and to provide a high-level overview of the University’s endowment process. This is targeted to those who manage endowment funds for their department (typically business officers and business coordinators). Last Updated: April 28, 2023

Sources and Uses of University Funds Training

Sources and Uses of University Funds Presentation (slides) Sources and Uses of University Funds Recorded Presentation [51-minute video from Oct. 2022 Legal Symposium) Purpose: The University’s operations and activities are supported by a variety of fund sources, and each of these sources has its own spending characteristics and rules. This presentation covers the broad categories […]

Facilities & Administrative (F&A) Rate Agreement 2023-2025

Facilities & Administrative (F&A) Rate Agreement 2023-2025 Purpose: The Facilities and Administrative Rate (F&A Rate) is the mechanism used to reimburse the University for the infrastructure support costs associated with sponsored research and other sponsored projects. Contact Email: Last Updated: December 9, 2022

Promotional items vendor list

Purpose: Below is a list of vendors UNC Charlotte has contracted with for promotional items. Reach out to them directly to obtain a quote. Vendor Name Contact Name Contact email 4Imprint John Lord Action Plus Alicia Rhodes Blink Marketing Jenny McIntyre Club Colors Alexis Bittner Promo Logic Angie Johnson Contact […]

FMG Snapshot

Last Updated: September 7, 2023 Financial Management Guidelines (FMG) Snapshot Purpose: The FMG Snapshot is a high-level companion piece to the Financial Management Guidelines.

UNC Charlotte Marriott Hotel & Conference Center Information

Hotel location and information UNC Charlotte Marriott Hotel & Conference Center (Hotel) is located close to campus and offers many ways to partner with the University. Situated on approximately four-acres near the PORTAL Building, the Hotel is located at 9041 Robert D Snyder Road, Charlotte, NC 28262 and offers direct access to the LYNX Blue […]