Resources

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. The IRS Standard Business Mileage rate, which is subject to change periodically, changed effective January 1, 2026. Note: Starting Aug. […]

Purpose: This template is an example of how to maintain important information about assets that are at risk of theft. Examples of pilferable equipment each department is required to maintain include laptops, computers, data projectors and other pilferable items with an acquisition cost between $1,000 and $5,000. Departments are strongly encouraged to track pilferable equipment […]

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 5, 2026

Purpose: This file contains a table of purchasing agents by level 5 organizational code. Consult with your Purchasing Agent before beginning projects and/or engaging with vendors when the cost may exceed $31,000. Reference the Purchasing Manual to see all Purchasing Agent functions. 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

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 of these funding sources and some of the key considerations for the use of these funds. In addition, several of the key online […]

eCFR :: 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards Purpose: To provide requirements for financial management, monitoring and reporting for Federal funding. Last Updated: January 12, 2023

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