Manuals - Guides - Procedures
Fixed Assets Guide Book
Purpose: This guidebook ensures that assets are properly acquired, accounted for, maintained, and disposed. Last Updated: October 28, 2024
Purchasing Card Reference Guide (PCRG)
Purpose: This guide is meant to serve as a one-stop reference for purchasing card (p-card) users and combines multiple resources into one document. Last Updated: August 8, 2024
Purchasing Card Manual
Purpose: Provides general Information and detailed procedures for card issuance and card processes, purchasing guidelines and documentation requirements. Last Updated: January 8, 2025
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. Last Updated: November 1, 2024
Procedures for Other Payments to a Foreign National
Procedures for Other Payments to a Foreign National Describes procedures for other payments to a foreign national. Last Updated: November 13, 2014
Municipal Advisor Letter
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, escrow investments, and other financial services needs. Once […]
UNC Charlotte Income Tax Status
Income Tax Status Letter Letter stating contributions to UNC Charlotte are tax deductible as a 501c3 Last Updated: November 13, 2014
UNC Charlotte Form W-9 – Request for Taxpayer Identification Number with Certification
Purpose: This form is used to provide vendors with UNC Charlotte’s taxpayer identification number. Last Updated: January 7, 2025
Fixed Assets Training
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. […]
Supplies and Equipment, How to Procure and Pay
Payment method: The method for purchasing supplies and equipment is to use 49er Mart. Rationale and other considerations: Orders are processed online through a web browser depending on the type of supplier used. To begin, choose a supplier and proceed with selecting items and placing them in your virtual shopping cart. When you have finished […]