Resources

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, 2025

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: The preferred method for purchasing airline tickets is to use a University-issued Purchasing Card (P-card). Other allowable methods include: Direct bill to AAA of the Carolinas Submit a Travel Reimbursement and Expense Report form Note: Refer to University Policy 601.8, “Appropriate Use of University Funds” to confirm if this is a permissible use […]

Payment method Use 49er Mart to purchase computers, printers or related accessories. Note: Purchase of Apple products from the Niner Tech Computer Store. Refer to the Niner Tech website instructions. All computer and printer purchases must abide by the Guideline for Security of Endpoints. Requests for exceptions to this guideline may be submitted to the […]

Definition: Consulting services are services provided by a contractor who is not actively involved in the process being studied, but rather provides expert, outside insight or advisory services about how to complete a task or perform it more efficiently. They possess specialized knowledge, experience, expertise, or professional qualifications that make them ideally suited to provide […]

Payment method: If the purchase of floral arrangements is allowable as outlined in the policies referenced below, the preferred method for purchasing floral arrangements is to use a University-issued Purchasing Card (P-card). The purchase must be under the card limit and must not conflict with any contractual agreement. Other allowable methods include: Note: Refer to […]

Payment method: When traveling on University business in a rental car or Department-owned vehicle, the preferred method for purchasing fuel for a vehicle is to use a University-issued Purchasing Card (P-card). Note: If the University Owned vehicle has a gas card, that card should be used first. If there is no University gas card, then […]

General Requirements All purchases of gift cards/gift certificates (of non-negotiable amounts) must have a valid, documented business purpose as outlined in the policies referenced below, and must comply with all University purchasing and expense procedures. Payment Methods: Gift Cards Purchasing card (p-card): The preferred method for purchasing gift cards is to use a University-issued Purchasing […]