Resources

This page is under construction Cash receipts are guided by University Policy 602.4, University Receipts and Deposit. Policy 602.4 is supported by standards and guidelines developed by Financial Services. These standards and guidelines outline minimum requirements related to University or affiliated entity receipts and are designed to assist departments with implementing Policy 602.4, as well […]

Purpose This standard serves as a supplement to Section II.C.3 of University Policy 602.12, Revenue Generating Activities. This standard provides guidance on managing revenues and expenditures resulting from department operations, including those related to activities that formerly were a recharge unit (RU) but no longer qualify as such. Scope This standard applies to all revenue-generating […]

Purpose: This form is for non-employees and students to request reimbursement for miles driven using a personal vehicle as well as parking, ride sharing, light rail or transit pass expenses. All business miles will be reimbursed at the IRS Standard Business Mileage rate, which is subject to change periodically (note that the rate changed, effective […]

Purpose: This package contains the forms needed to document and request reimbursement for overnight travel for non-employees (e.g., job candidates and speakers) and students. It includes the Travel Request Form and the Travel Expense Report. There are also form instructions, a rates reference tab, and a related web links tab. Note: Starting Aug. 8, 2024, […]

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 Donor-restricted gifts initially made to a University foundation and endowment earnings allowing discretionary spending are considered “discretionary funds” under University Policy 601.8, “Appropriate Use of University Funds” (the “Use of Funds Policy”).  The purpose of this standard is to address appropriate uses of donor-restricted funds made available to UNC Charlotte distinguished professors and to […]

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: January 3, 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