Resources

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 […]

Purpose: The contracts that were previously in place for promotional items have expired and will not be replaced; departments may now place orders for promotional items with any vendor licensed to produce University marks. Visit the University’s Brand Identity & Visual Standards webpage for licensing information. Departments are also reminded that State procurement rules related […]

Purpose: The FMG Snapshot is a high-level companion piece to the Financial Management Guidelines. Last Updated: May 20, 2026

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 […]

Purpose: 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 […]

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for student-oriented activities using University funds for a valid University business purpose. Scope This standard applies to all situations where University funds are used. Contacts Direct any general questions about this standard to your […]