Domestic Vendors can be one of several types: students, employees, independent contractors, outside parties, and outside parties individuals and attorneys. Before submitting your request, refer to the UNC Departmental Invoice Checklist to ensure your invoice (s) have been properly approved and include the information needed so processing can occur without delay. Copy the Vendor ID down and put in a help ticket so the analysts can ensure that vendor is linked up properly in the . To see if a vendor exists in the payment system: Invoices will be submitted by email unless authorization states original invoice only. Guidelines for Vendor Documentation - Finance and Budget 104 Airport Drive Verify that your home address is correct and click the red pencil icon next to your home address if you need to make changes. At the bottom of a form is a Submit button clicking this button automatically emails the form to the Vendor Coordinator. Fax: 919-962-4140, 2023 University of North Carolina at Chapel Hill, Procedure 1218.1 UNC-Chapel Hill Procedure on Determining Vendor Documentation, Requesting Suppliers and Independent Contractors Guide, 1218.1.1f Outside Party Individual (OPI) Certification, 1218.1.2f Direct Deposit Authorization Form for Vendors (ACH Form), 1218.1.3f Supplier Application Form (HUB Form), 2022 Annual Comprehensive Financial Report, 2021 Annual Comprehensive Financial Report, 2020 Comprehensive Annual Financial Report, 2019 Comprehensive Annual Financial Report, 2018 Comprehensive Annual Financial Report, 2017 Comprehensive Annual Financial Report, Chapel Hill Investment Fund Information Requests, Employee Payment and Leave Reporting (TIM), Graduate Student Health Insurance Program (GSHIP), Manage Set Off Debt Collection Act (SODCA), Anonymous Report of UNC-Chapel Hill Card Abuse, Accounts Not Allowed in Accounts Payable Combo Edit, Purchase Requisition Attachments Checklist, State Treasurer Deposits and Reimbursements, Travel Allowances, Mileage and Per Diem Rates, Business Travel Frequently Asked Questions, Vendors registering or submitting new information into our system should see. Accounts Payable and Vendor Services - Finance and Budget When all files are uploaded, click the Invoice Complete button. You will need to do this outside of PeopleSoft. PDF Using the Vendor Invoice Submission Page (VISP) is_redirect && ! However, in the process of scanning and attaching the IDC to ConnectCarolina, you will probably end up with a local copy in your email or on your computer be sure to delete that copy from your email or your computer after the document is properly uploaded and submitted through ConnectCarolina. When a bid is listed as Under Review it means no award decision has been made. Funding sources (chartfield strings) must allow payments for these expenses. Phone: 919-962-3795, 2023 University of North Carolina at Chapel Hill, Chartfield String Validation and Budget Check, Purchase Requisition Attachments Checklist, Submitting a Purchasing Request Quick Reference Card, Continuous Improvement, Staff Development and Engagement, Travel Expense Authorization and Reimbursement, Employee Expense Reimbursement (Non-Travel), Strategic Communications and Marketing Planning, Purchases Up to $25,000: First Check BuyCarolina, Purchases $5,000 or Less, Not in BuyCarolina, Other Existing Contracts and UNC-Chapel Hill Internal Suppliers. You can check the status and date/time-stamp of your invoice upload before submitting another invoice. All purchase requisitions require detailed information to ensure we purchase exactly what is needed. Find the vendor that youd like to update by typing in the TIN/PID or by searching it. This page provides resources and training materials pertaining to the Campus Vendor module, which encompasses new vendor requests, changes to vendor details, and independent contractor requests. There are multiple formats to download to, including Image (png), Data (txt/csv), PDF and PPT. Chapel Hill, NC 27599 For specifics, please visit the bid information section of this website. Fax: 919-962-4140, 2023 University of North Carolina at Chapel Hill, Outside Party-Individual Certification Form, 2022 Annual Comprehensive Financial Report, 2021 Annual Comprehensive Financial Report, 2020 Comprehensive Annual Financial Report, 2019 Comprehensive Annual Financial Report, 2018 Comprehensive Annual Financial Report, 2017 Comprehensive Annual Financial Report, Chapel Hill Investment Fund Information Requests, Employee Payment and Leave Reporting (TIM), Graduate Student Health Insurance Program (GSHIP), Manage Set Off Debt Collection Act (SODCA), Anonymous Report of UNC-Chapel Hill Card Abuse, Accounts Not Allowed in Accounts Payable Combo Edit, Purchase Requisition Attachments Checklist, State Treasurer Deposits and Reimbursements, Travel Allowances, Mileage and Per Diem Rates, Business Travel Frequently Asked Questions. Include any other information not covered elsewhere. The University is interested in communicating opportunities with all vendors. Reviews and approves the enrollment of contractors who render services for the University. Campus Vouchers are used to pay non-Purchase Order payments to vendors (total invoice less than $5,000), independent contractors, cash advances, and reimbursements for employees and students. Click the Validate button. Subscription and membership renewals are advance payments to vendors however they may be submitted on a Campus Voucher if accompanied by either an invoice or renewal notice from the vendor. The Pay Invoice process is for the submission of invoices of Finance and Operations units to be processed for payment. We sincerely hope you will have an opportunity to work with us in establishing a sound business relationship that provides for the highest quality of goods and services delivered to the University at a fair and reasonable price. Main Menu Finance Menu UNC Campus Campus Vendor, To request a new independent contractor: Independent Contractors. Photographers and Videographers should be treated as Independent Contractors. Contractor Vaccination Status Submission form, found on our webportal as described in the Vendor Letter. Phone: 919-962-7242 You can even pick specific or all columns to download. To find UNC-Chapel Hill posted bids, visit the State of North Carolina Interactive Purchasing System (IPS) and click on Search for Open Bids, change the purchasing entity dropdown to UNIVERSITY- UNC at Chapel Hill, complete other query fields as applicable, and click search. Fax: 919-962-4140, 2023 University of North Carolina at Chapel Hill, 104 Airport Drive, Suite 2700 Chapel Hill NC 27599-1100, 1218.1.2f Direct Deposit Authorization Form for Vendors (ACH Form), Policy 1231 Solicitation of Quotations, Bids and Proposals, State of North Carolina Interactive Purchasing System, Form 1218.1.2f Direct Deposit Authorization Form for Vendors (ACH Form), 2022 Annual Comprehensive Financial Report, 2021 Annual Comprehensive Financial Report, 2020 Comprehensive Annual Financial Report, 2019 Comprehensive Annual Financial Report, 2018 Comprehensive Annual Financial Report, 2017 Comprehensive Annual Financial Report, Chapel Hill Investment Fund Information Requests, Employee Payment and Leave Reporting (TIM), Graduate Student Health Insurance Program (GSHIP), Manage Set Off Debt Collection Act (SODCA), Anonymous Report of UNC-Chapel Hill Card Abuse, Accounts Not Allowed in Accounts Payable Combo Edit, Purchase Requisition Attachments Checklist, State Treasurer Deposits and Reimbursements, Travel Allowances, Mileage and Per Diem Rates, Business Travel Frequently Asked Questions. The University of North Carolina at Chapel Hill maintains strong partnerships with local, national and foreign businesses. You should be attaching similar documentation as you used to do in the old system. Directions regarding question submission, time period for questions, and applicable mandatory conferences and site visits can be found under the bid description on IPS. Phone: 919-962-7242 Before you submit the request, be sure to complete all the detail in the Bank Information page or you will run into an error. Click the Validate button. Please send the billing authorization to: Office of the University Cashier Sponsored Billing 450 Ridge Road, Suite 2215 CB #1400 Chapel Hill, NC 27599 (Fax: 919-962-1568) sponsored@unc.edu Approving, deleting, closing, and viewing campus vouchers (computer-based training modules). ***Foreign vendors providing services in the U.S. need Foreign Vendor Withholding Assessment with supporting documentation. There are three ways of making payments to these business partners, most of them are completed through the ConnectCarolina system. Data Protection Checklist: contact F&O IT if you need help determining whether this is required. All employee and student vendors update their address in ConnectCarolina under the home address field. UNC Vendor Invoice Submission Page Reminder: VISP will be Out of Service due to a Planned Outage from Sat Jun 03 at 6:00:00 AM to Sat Jun 03 at 1:00:00 PM. Accounts Payable and Vendor Services manages all aspects of vendor invoicing, including: New Vendors. Article - 703 - Policy on Advance Pay - University of North Carolina Dont worry, its easy to filter and save your reports. PDF Changes to the Vendor Invoice Submission Page (VISP) International Students need to submit the following directly to. View Document Search & Filter Search Reset Browse Categories Finance Browse Types Computer-Based Training Form Most payments are made after the service is rendered or item is purchased, but in special situations, an advance payment can be made. Due to a technical issue, this recording ends in the middle of the last slide. Here is a summary: No, the only data that is automatically pulled from payroll is employee banking information. Independent contractors must be approved prior to creation in the Campus Vendor system. Guidelines for Vendor Documentation Please be sure to visit the various sections of this page where you will find relevant information. Form Overview and Submission i. * For links to forms, please see the Becoming a Vendor with UNC page. Finance and Budget ii. You can save your reports as Favorites. See Finance Policy on Independent Contractors for further information. Thank you for your interest. Be sure to include the vendor's name and address if known. Request Service The Pay Invoice process is for the submission of invoices of Finance and Operations units to be processed for payment. This department reports to Procurement and Strategic Operations. Before submitting your request, refer to theUNC Departmental Invoice Checklistto ensure your invoice(s) have been properly approved and include the information needed so processing can occur without delay. PDF Section 1: Form Submission process. - UNC Health Care To review unassigned and assigned requests follow the steps below. We recommend that you schedule an appointment with a member of the purchasing staff prior to visiting any department on campus. The 1098-T form helps you determine whether you are Read more. The Accounts Payable and Vendor Management Team oversees payments to University suppliers and vendors of the University. is_redirect && ! Any questions, comments, or requests should be directed to the responsible purchasing person. Signature indicates you have authority to authorize payment for your department. Purchases greater than $5,000 for items or services that are not available from BuyCarolina or other contracted vendors require a purchase order and must be reviewed and sourced by Central Purchasing. Since the Vendor Name field is limited to 40 characters, the company name might be too long to fit. Categories: Accounts Payable News, Travel News. Section 1: Form Submission process. Division of Finance and Operations Do not put any part of the name in the Address lines like the old convention. If the vendor exists, it will have a Vendor ID. Finance and Budget Chapel Hill, NC 27599 If you make changes, be sure to click OK at the bottom of the Edit Address page, and then Save. Phone: 919-962-3795, 2023 University of North Carolina at Chapel Hill, Continuous Improvement, Staff Development and Engagement, Travel Expense Authorization and Reimbursement, Employee Expense Reimbursement (Non-Travel), Strategic Communications and Marketing Planning, Clear signature/initial (write name if signature is illegible), Chartfield / Subsystem reference (if applicable), Subsystem information: work order, material request, CIP ID, CIP expense code, Signature indicates you have authority to authorize payment for your department, Items have been received and the quantity is accurate, Items received are in good working order (not damaged). To expedite Purchase Order (PO) invoice processing and eliminate delays, vendors can submit invoices to Disbursement Services by mail or through the Vendor Invoice Submission Page in ConnectCarolina. Vendors registering or submitting new information into our system should see Supplier Portal Information page for more details. Chapel Hill, NC 27599 [name 1] DBA [name 2] (for example: John Smith DBA Smith Photographic Productions) No documentation is required to create a new affiliate vendor. 104 Airport Drive UNC Hospital affiliates update their address and ACH information by asking their Hospital HR Representative to update the affiliate system. Reimbursements are not allowed for the following items: Further questions can be addressed to accountspayable@unc.edu, or by contacting Accounts Payable staff directly by email or phone, found in the Accounts Payable Staff Directory. Enter the PO, invoice and Contact information. Type: Quick Reference Categories: Finance Last Updated: May 5, 2021 Creating Campus Vouchers Guide This guide is used in the Creating Campus Vouchers class. Many purchases require more detail than what is covered on the SCE Purchase Request Form. The Suppliers and Independent Contractors Guide covers how to request a new supplier/independent contractor (IC), request changes to how the supplier/IC is set up, work with foreign suppliers and wire transfers, and complete the new IC predetermination process. Be sure to go directly into the vendor table (menu path below) and not the UNC Campus Vendor module: is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_32').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_32').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_32').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */ }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_32').val();gformInitSpinner( 32, 'https://ccinfo.unc.edu/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [32, current_page]);window['gf_submitting_32'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_32').replaceWith(confirmation_content);jQuery(document).trigger('gform_confirmation_loaded', [32]);window['gf_submitting_32'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_32').text());}, 50);}else{jQuery('#gform_32').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger('gform_post_render', [32, current_page]);gform.utils.trigger({ event: 'gform/postRender', native: false, data: { formId: 32, currentPage: current_page } });} );} ); Changes to the Vendor Invoice Submission Page (VISP) March 2019, Access Request Process Updates: 2022 2023, Information for Access Request Coordinators, Getting Information from the Legacy Systems, Update Personal Information for Benefits Correspondence and Tax Forms, 2018 ConnectCarolina User Conference: Session Recordings, Best Times to Enter Transactions in ConnectCarolina, Purchase Requisitions and Receiving Guide. Note: All elds are required. Finance and Budget Payment Processing - Finance and Budget Select the appropriate file, such as an invoice or supporting documentation. [name 2] c/o [name 2] (for example: Centerpiece Productions c/o The Thursday Center). Upload your invoice. Back to SPH Finance Main, 170 ROSENAU HALL, CB #7400 | 135 DAUER DRIVE | CHAPEL HILL, NC 275997400, North Carolina Institute for Public Health (NCIPH), Instructional and Information Systems (IIS), Strategic Analysis and Business Intelligence (SABI), Gillings School of Global Public Health Visual Elements, Requesting Changes to a Supplier Address and Payment Methods QRC, Changes When Updating a Suppliers Banking Information, UNC Gillings School plays lead role in new Lancet Commission on Evidence-Based Implementation in Global Health, Pandemic policy changes may have helped sustain access to treatment for opioid use disorder. Campus Box #1000 The Tar Heel reports are the same reports you had access to before with a notable change security is different. Approved IC Checklist (stamped with approval). Finance Archives - ConnectCarolina User Information Review the information below to ensure that you include all of the necessary attachments. The name and phone number of the purchasing person responsible for each bid is listed on the top of the bid document. 104 Airport Drive To better secure supplier information, you will need to verbally confirm the change before updating bank accounts. You can also navigate to ConnectCarolina, click the Finance tab on the left side of the screen, and select Vendor Invoice Submission Page. is_redirect && ! This classification is intended for individuals receiving reimbursement for travel or other expenses. Youll see reports for all departments, not just your own. When you click the name of a Tar Heel Report a new window opens with a Sign into Tableau Reports button. Be sure to go directly into the vendor table (menu path below) and not the UNC Campus Vendor module: Main Menu Vendors Vendor Information Add/Update Review Vendors. Tar Heel Reports load quickly. It also explains how to use the Voucher Inquiry option to see completed and in-process vouchers. This page has several resources to help you gather the appropriate information/documentation. No documentation is required to create a new employee or student vendor. Follow the guidelines below for collecting your required purchase details and attachments, then submit your service request to the SCE using the green button at the top of this screen. Click on the Vendor Invoice Submission Page (VISP): Fill in all of the blanks located on this page. PDF Submitting an Invoice against a PO - Finance and Budget Chapel Hill, NC 27599 Please take a minute to double-check your home address in the campus directory and update it if needed. Bids will be placed on the State site based on dollar amount or customer need. Our terms and conditions are attached to each purchase order. Established Supplier Portal vendors should upload their own supporting documentation (see information below) into the Supplier Portal through ConnectCarolina if instructed to do so. The Purchasing Services staff will assist prospective vendors in how to get started, educate them of how to use IPS, and discuss bid requirements and policy regarding bid solicitation and award. Division of Finance and Operations The project team will work to enable this field for campus users to be able to wrap long names to the Name 2 field. This document covers the changes that are being made to the Vendor Invoice Submission Page (VISP) on March 21, 2019. Recall that to request changes to a vendor, you still go into Campus Vendor and Add a New Value. Submitting an Invoice against a PO Using VISP (Vendor Invoice Submission Page) Navigate to https://vendor.itsapps.unc.edu/visp/vendor Enter the PO, Invoice and Contact information. Accounts Payable and Vendor Services manages all aspects of vendor invoicing, including: Due to the installation of a crane in the AOB R2 Parking Lot starting Friday, May 12, some Finance and Budget operations will be holding reduced or modified operations May 12-19. If it produces an error, double-check the information entered and click Validate again. Reports that were available as SAS VA inside of Infoporte are being moved to Tableau as Tar Heel reports. UNC Business Area: Vendor ID: PO ID: Invoice Number: Invoice Date: (Ex: 09/30/2022) Click validate. Sole Proprietorships and Single Member LLCs should be treated as Outside Party-Individuals (or as Independent Contractors when appropriate). To arrange for ACH direct deposits, fill in Finance Form 1218.1.2f, located below. Business Associate Agreement (BAA): After submitting your requisition, central purchasing will inform you if this form is needed.