Resources

Purpose: Provides general Information and detailed procedures for card issuance and card processes, purchasing guidelines and documentation requirements. Last Updated: August 8, 2024

Last Updated: September 7, 2023 Financial Management Guidelines Purpose: Provides financial management guidelines for business officers and other faculty/staff involved with managing departmental finances. Reference the companion piece to this guidance, the FMG Snapshot, for a high-level overview.

Procedures for Other Payments to a Foreign National Describes procedures for other payments to a foreign national. Last Updated: November 13, 2014

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, […]

Income Tax Status Letter Letter stating contributions to UNC Charlotte are tax deductible as a 501c3 Last Updated: November 13, 2014

Purpose: This form is used to provide vendors with UNC Charlotte’s taxpayer identification number. Last Updated: January 4, 2024

Purpose: Training presentation on the processes, procedures and everyday activities of the Reporting & Fixed Assets Office. Register for this two-hour virtual training session by logging into the University’s Learning and Development Portal. Once logged into the Portal, select Learning > Learner Home. Enter “fixed assets” in the search box and tap the enter key. […]

Petty Cash Change Fund Training Petty Cash/Change Fund Policy and Procedures Last Updated: February 7, 2022

Payment method: Authorized travelers can seek reimbursement for mileage, parking, and transportation costs using either the Travel Reimbursement & Expense Report (TRER) Form or the Mileage and Transportation Reimbursement (MTR) Form. The nature of the travel determines which form to use. This applies to both employee and non-employee travel for valid university purposes. When to […]

Instructions on how to pay for non travel reimbursements. Payment method: Use an Employee/Student Direct Pay Request (ESDPR) if the recipient is a: Current UNC Charlotte employee Student For payments to non-student/non-employee vendors, use the electronic check request (eCR). Rationale and other considerations: Payment of non-travel reimbursements of expenses incurred (and not for services performed) […]