Forms

Travel Authorization eForm
Categories:Forms, ResourcesTags:Travel

Travel Authorization eForm

Purpose: This is an optional eForm version of the Travel Authorization that departments may choose to use for the individual, group, or blanket travel instead of the Excel version of the Travel Authorization.

Last Updated: January 11, 2021

Travel Forms Package
Categories:Forms, ResourcesTags:Travel

Purpose: This package contains the forms needed to document and request reimbursement for overnight travel for non-employees (e.g., job candidates and speakers) and students. It includes the Travel Request Form and the Travel Expense Report. There are also form instructions, a rates reference tab, and a related web links tab.

Starting Aug. 8, 2024, employees should submit all travel requests and expense (travel and purchasing card) reporting through the Concur system. The current Bank of America Works and paper-based travel processes will be retired.

Contact Email: travel@charlotte.edu

Last Updated: October 10, 2024

Tuition, Housing, and Dining Appeal Form

Tuition, Housing, and Dining Appeal Form

Used to ask for a refund on tuition, housing, and dining fees and charges due to extenuating circumstances.

Last Updated: January 11, 2021

UNC Charlotte General Contract Terms and Conditions
Categories:Forms, ResourcesTags:Purchasing

Purpose: This document outlines the terms and conditions of general contracts.

Last Updated: November 10, 2023

UP 602.11 Appendix B – Reportable Gifts, Awards, & Prizes Form
Categories:Forms, ResourcesTags:Tax Office

Purpose: Use this form to document employee and non-employee gifts, awards, and prizes that are reportable to the Tax Office (Reese Building 327). This criteria is defined in Policy 602.11

Last Updated: January 11, 2021

UP 602.11 Appendix C – Gifts, Awards, & Prizes Log Sheet
Categories:Forms, ResourcesTags:Tax Office

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

Vendor Forms
Categories:Forms, ResourcesTags:Vendor Relations

Vendor Forms

Vendor Forms
Follow 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

Waiver of Competition Justification
Categories:Forms, ResourcesTags:Purchasing

Purpose: Use this form to request a waiver for competition.

Last Updated: June 29, 2021

Wire Transfer FTR

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 11, 2021