Manuals - Guides - Procedures

Purpose: Provides general Information and detailed procedures for card issuance and card processes, purchasing guidelines and documentation requirements. Last Updated: March 2, 2026

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 Describes procedures for other payments to a foreign national. Last Updated: November 13, 2014

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 […]

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 7, 2026

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. […]

Payment method Use 49er Mart to purchase supplies and equipment. Rationale and Other Considerations Orders are processed online through a web browser depending on the type of supplier used. Begin by choosing a supplier, then select items you want to purchase and place them in your virtual shopping cart. After you have finished shopping, your […]

See How to Pay Students and/or How to Pay Individuals guides. For additional questions, consult with the Tax Office. Last Updated: January 10, 2017

Payment method The primary method for purchasing computer software is to use 49er Mart, but purchasing card (P-card) use may also be acceptable on a case-by-case basis. However, before moving forward with any software or IT-related purchase, it must be reviewed and approved by OneIT. To begin this process, employees must complete the Software & […]