Manuals - Guides - Procedures

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 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 and […]

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 preferred method for paying for subscriptions to professional journals, other periodicals and electronic surveys is to use a University-issued Purchasing Card (p-card). Other allowable methods include: Rationale and Other Considerations The costs associated with subscriptions to professional journals, magazines, other periodicals and surveys is an allowable expense on a p-card. Because the […]