Forms

Purpose: This form is recommended for departmental use to log non-reportable gifts, awards, and prizes (non-reportable to the Tax Office; see criteria in Policy 602.11, Sect. IV. See Appendix A for thresholds for reportable gifts, awards, and prizes). Last Updated: January 11, 2021

Pressing Need or Emergency Justification From Purpose: Use this form when you have an immediate need to purchase something due to unforeseen causes. Last Updated: June 29, 2021

Waiver of Competition Justification Purpose: Use this form to request a waiver for competition. Last Updated: June 29, 2021

Vendor Forms Vendor FormsFollow the supplier instructions to search for a supplier, request a new supplier and update an existing supplier in 49er Mart. Contact Email: VendorRelations@charlotte.edu Last Updated: October 5, 2021

Purpose: This form should be used to request access to salary and position information related to all EHRA, SHRA, Temporary, and Student Workers. This access requires completion of two courses: Banner Finance Training and IT Security Training. Contact Email: finsystems@charlotte.edu Last Updated: December 12, 2023

Purpose: This form should be used to notify Purchasing that goods need to be returned to a vendor. Last Updated: June 6, 2015

Interdepartmental Invoice eForm This electronic form (“eform”) is to be used to transfer payments for goods/services performed for campus departments by another campus department. Last Updated: January 11, 2021

PO Terms and Conditions Purpose: To provide Purchase Order terms and conditions. Last Updated: January 11, 2021

Purpose: This document outlines the terms and conditions of general contracts. Last Updated: November 10, 2023

Petty Cash/Change Fund Change of Custodian Form Use this form to request a change to the custodian for petty cash or change fund. Last Updated: February 7, 2022