Forms

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 Excel template provides petty cash reimbursement and reconciliation to give Recon & Control the necessary information for replenishing a petty cash fund. Last Updated: January 11, 2021

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

FTR – Wire Transfer Purpose: This Financial Transaction Request (FTR) eForm should be used to wire payments from the university when a check or ACH payment is not possible or when sending in foreign currency. For instructions on how to complete this form, see How to Pay Vendors with Outgoing Wire Transfers Last Updated: January […]