The UNC Charlotte Contract Checklist has been prepared by the Office of Legal Affairs to assist Materials Management officers and other University employees in the negotiation and review of contracts. It is based on contracting guidelines from the NC Attorney General's office, the rules of the State's and the University's Materials Management divisions, and University policies.
- Contract Checklist (click here for fillable .pdf)
- Prohibited Contract Clauses
- Alternate Contract Clauses
- Contract Advisory (if contracting unit assumes risk of inadvisable terms)
- Contract Checklist Purpose and Procedures
- Purchasing Contracts:
- All contracts for the purchase of goods or services, and all consulting contracts must be reviewed and approved by Purchasing, in accordance with University Policy 601.11, Purchasing Policy.
- Purchasing Contract Review Workflow
- All proposed statewide and agency term contracts for purchase of supplies, materials, printing, equipment, and contractual services that exceed one million dollars ($1,000,000) MUST be reviewed by the UNC Charlotte General Counsel or designee to ensure that the proposed contracts are in proper legal form, contain all clauses required by law, are legally enforceable, and accomplish the intended purposes of the proposed contract. The General Counsel, or designee, in consultation with Materials Management, will complete the NC Attorney General’s contract checklists prior to finalizing a contract that exceeds one million dollars.
Contract Signature Authority
- Signature Authority Chart (Individuals Authorized to Sign Contracts and Other Official Documents) (updated April 27, 2023)
- University Policy 603.1, Authority to Sign Contracts and Other Official Documents
- What to Consider Before Signing a Contract
- Guidelines for Accepting Digital or Electronic Signatures
Contract Training Materials
- 2022 Legal Training Session: Let’s Make a Deal: Dos and Don’ts of Negotiating University Contracts
- 2020 Legal Training Session: Deal or No Deal
- 2018 Legal Training Session: Let’s Make a Deal: The Dos and Don’ts of Managing University Contracts
- 2017 Legal Training Session: Yes, No, or Maybe: How to Negotiate University Contracts
- 2016 Legal Symposium: The Science of the Deal: Negotiating Technology Terms in Contracts
- 2015 Legal Symposium: Supplies, Equipment, and Services: How to Purchase Them, Insure Them, and Account for Them
- 2014 Legal Symposium: The Contract Checklist: It Really is Your Friend!
2013 Legal Symposium: Contracting Requirements and Why They Matter
Many divisions at UNC Charlotte engage volunteers to do work for the University. These volunteers are a valuable resource for the University. However, volunteers are not considered University employees and do not enjoy many of the protections of employees, such as Worker’s Compensation and the State Personnel Act. It is important that each volunteer understands the protections afforded, as well as the limits of those protections afforded, while volunteering for the University. In addition, it is important that each volunteer understands their obligations, such as compliance with University policies. Therefore, every University volunteer should sign a Volunteer Agreement.