Resources
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. […]
Airfare, How to Pay
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 […]
Computers, Printers & Accessories – How to Procure and Pay
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 […]
Consulting Services, How to Procure and Pay
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 […]
Gift Cards/Gift Certificates, How to Pay
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 […]
Goods and Services Already Provided, How to Pay
Payment method: Complete an Electronic Check Request (eCR) Form within 49er Mart to request payment for goods or services that have already been provided and were not obtained through the issuance of a purchase order. Note: eCRs cannot be created for employees or students. Please submit reimbursement for employees and students on an Employee & […]
Human Subject Payments, How to Pay
Definition Human subject payments are defined as payments of cash (including cash equivalents/gift cards) or tangible personal property as incentives to individuals (subjects) for their participation and time commitment in a clinical trial, survey, or research study. Please refer to the Office of Research Protections and Integrity (ORPI) Human Subjects webpage for detailed requirements for […]
Independent Contractors, How to Pay
Payment method: Choosing the appropriate method for paying an independent contractor (including the payment of an honorarium) depends on several factors. Please use the table below to select the appropriate payment method: Individual – U.S. Citizen Individual – Foreign National / Non-U.S. Citizen Business If the recipient is a UNC Charlotte employee, use a PD-7 […]