Microsite
Office of Business and Finance
Resources and Forms
Getting Help from the Business Office:
Business Office Updates & Training Guides:
Quarterly Update Presentations:
Training Session Presentations:
Vendor Forms & Registration:
 SOG Guide to Vendor Contracts - Purchasing Requirements by Business updated 01.25.2025
 - UNC Vendor Registration System (Paymentworks) Info
 - UNC Guidelines for vendor registration
 - UNC tax exemption letter
 - UNC Waiver of Competition
 - UNC Data Protection Checklist (for vendors with access to data)
 
Independent Contractors:
- IC Process Overview for SOG Services
 - IC Process Overview for UNC
 - SOG Affiliate Matrix
 - UNC Independent Contractor Determination Form
 - UNC Independent Contractor Services Agreement form
 - UNC Data Protection Checklist (for ICs with access to data)
 
 SOG Services IC Request Form and Checklist
 SOG Services One-Day Speaker Checklist up to $5000
Meeting & Event Planning Resources:
Professional Development:
Travel:
 SOG Travel Tips for UNC Employees- Travel & Expense Card vs Pcard
 - Travel Allowances, Mileage and Per diem rates
 
 SOGS Travel Policy.pdf
 SOGS Travel Expense Form
 Non-Hotel Lodging Authorization Request Form
 SOG Non-Employee Travel Reimbursement Form
Credit Cards:
Can't find something you're looking for? Reach out to Lexi Herndon lkherndon@unc.edu.

