Finance Forms


ChBE Finance has transitioned the following financial support duties to the College of Engineering and Applied Sciences Financial Service Center (FSC) team:

  • Procurement Card Expense Reports
  • Travel Reimbursements
  • Personal Reimbursements
  • Non-Employee Travel Booking Requests
  • Marketplace Requests

Please use (and bookmark) the FSC website link to submit your expenses:   CEAS Financial Service Center (CEAS FSC) | Faculty, Staff & Students | University of Colorado Boulder

Also note that the process for Travel Authorizations has changed.  ChBE will be moving away from the current process that utilizes DocuSign and will instead use Concur Request.  The DocuSign travel authorization (TA) will no longer be accepted because of this transition to Concur Request.  

Here is a step-by-step guide of Concur Request to assist users in this transition to Concur Request for Travel Authorizations. 

Please remember that the most crucial part on the Concur Request process will be the sections relating to Travel justification and Approval Flow.  Please ensure to read the campus justification requirement on the page 1 and 2 (example provided) along with page 8 for the Approval Flow information (Approval Flow must include: PI, Finance Manager, and Dean-if international).

Summary of Pcard Procedure

  • Only certain items are allowed to be charged to a procurement card and any expense charged to a procurement card must be tax exempt or else a tax refund will have to be issued before the expense/report will be approved. Once a Pcard purchase is completed, the Procurement Card Purchase Form found on the FSC website must be completed with the itemized receipt attached.  These expenses will be compiled onto a monthly report by the FSC team.  You will be notified at the beginning of the following month when your completed report is available for you to then submit for approval.

Summary of Travel Procedure

  • For any travel report regardless of whether or not any expenses are being requested for reimbursement, authorization to travel (via Concur Request) should be signed off on before travel can be booked.  Students and post docs must have the sponsoring PI sign off on theirs but PI’s do not have to have a supervisor’s signature. Once the form is completed and approval via Concur Request is received, you may book travel.
  • After travel has completed, you will need to complete the Travel reimbursement form found on the FSC site and attach all itemized receipts.  For a travel report to be processed, we must have a signed TA, reimbursement form, and all receipts provided.
  • Please refer to the travel checklist for a brief overview of travel guidelines.

KEY NOTES – Booking Airfare


FedEx Shipments –

All FedEx shipping requests are managed through the ChBE Finance Department. Please submit your requests to, and include the following information. Your shipping label will be emailed directly to you.

  • Your telephone number
  • Please provide a justification for this shipment. CU requires justification for shipping expenses when using CU funds and for audit documentation.
  • Recipient Contact Name
  • Recipient Company Name
  • Recipient Address
  • Phone number for Recipient
  • Declared Value
  • Shipment priority
    • First Overnight
    • Priority Overnight
    • Standard Overnight
    • FedEx 2Day AM
    • FedEx 2Day
    • FedEx Express Saver
    • FedEx Ground
  • Shipment weight (estimated in pounds)
  • Shipment dimensions (in inches L x W x H), if using your own packaging
  • Speedtype to apply shipping charges
  • Confirmation these are not hazardous materials.
  • If there is dry ice, provide weight

Finance Team Member Assignments

Finance Team Member Assignments