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:
- 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.