Trust fund management, Debt, and Compliance

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 […]

Banner – New Banner Fund Request (NBFR)

Banner – New Banner Fund Request (NBFR) Purpose: Use this Excel form to request a new Banner fund (excludes grants and contracts administered through Research Cost Management). Last Updated: December 8, 2021

Appropriate Use of University Funds Standards

Spending is guided by University Policy 601.8, Appropriate Use of University Funds. Policy 601.8 is supported by standards developed by Financial Services. These standards outline minimum requirements related to common fund expenditures and are designed to assist departments with implementing Policy 601.8. All departments must comply with the standards by following prescribed procedures or by […]

Municipal Advisor Letter

Independent Registered Municipal Advisor exemption letter (“IRMA Exemption”) Purpose: The municipal advisor letter serves as a certificate of representation between UNC Charlotte, its affiliated entities, and their retention of a municipal advisor. We are represented and will rely on our municipal advisor to provide advice concerning the issuance of municipal securities, investment of bond proceeds, […]

Banner Fund Name Change

Banner Fund Name Change Purpose: Use this form to change the title on a Banner Finance Fund. Contact Email: Last Updated: November 18, 2021