Manuals - Guides - Procedures

Important: Fiscal Year-End Disbursement Cutoff Dates Purpose: To provide the FY 2024-2025 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 next fiscal year. As we […]

We recognize the critical role business officers and their associates play in the university’s financial operations, serving as the front line for transactions and ensuring compliance. As the university evolves and our teams grow, we are committed to providing enhanced professional development and offering updated and new training courses tailored to your specific needs. This […]

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: fixedassets@charlotte.edu Last updated: April 22, 2024

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: taxoffice@charlotte.edu Last updated: February 27, 2025

Purpose: This file contains a table of purchasing agents by level 5 organizational code. Contact Email: purchasing@charlotte.edu Last Updated: See date in workbook tab

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: PayrollDept@charlotte.edu Last Updated: January 23, 2024

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 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 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: gca-billing@charlotte.edu Last Updated: December 9, 2022

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 Matt Dahm Edu@4imprint.com Action Plus Alicia Rhodes alicia@actionplusideas.com Blink Marketing Jenny McIntyre jenny@blinkmarketing.com Club Colors Alexis Bittner abittner@clubcolors.com Promo Logic Angie Johnson angie.johnson@promologicllc.com Contact […]