Manuals - Guides - Procedures

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 […]

Sales Tax Exempt – Home Depot

Sales Tax Exempt – Home Depot Contact Email: Last Updated: March 13, 2023

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 […]

Disbursement Cutoff Dates for Fiscal Year End

Disbursement cutoff dates for fiscal year 2022-2023 Purpose: The chart in the memo details the FY 2022-2023 disbursement cut-off dates for Financial Transaction Requests (FTR), Employee Student Direct Pay Requests (ESDPR), Purchase Order payments, and travel to be included in the current fiscal year. Expenses incurred after the dates noted, will be charged to the […]

Purchasing Manual

The purchasing manual is an official guide for the departments, schools, divisions, offices, and other organizational entities of UNC Charlotte. These policies should be used for the procurement and handling of supplies, materials, equipment, and services as directed by the General Statutes of the State of North Carolina and as stated in University Policy 601.11, […]

Contract Review Workflow

Contract Review Workflow Contract Review Workflow Last Updated: November 13, 2014