Trust fund management, Debt, and Compliance

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 […]

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 […]

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 […]

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for marketing and development expenses 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 […]

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

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for meals or entertainment, all of which must have 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 […]

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for gifts, awards and other payments 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 […]

Purpose The purpose of this standard is to provide guidance on the requirements for the use of University funds to pay for professional business activities considered external conferences, internal conferences, training sessions, or retreats. Scope This standard applies to all situations where University funds are used. Contacts Direct any general questions about this standard to […]

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 […]

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, […]