Forms

Before you begin using the University’s financial systems, you must first obtain security access by completing and submitting the required forms. Information on form needs and security access is explained during the Fundamentals class. If you are not attending the Fundamentals class and need assistance, please contact Vickie Chapman (x1155).

Banner Forms

Banner Finance requires the  forms below. Please print, complete, and return to Vickie Chapman, Director of  Training, Evaluation & System Support or Laura Neigh, Director of Financial Systems for Business and Finance

• University of Mary Washington Administrative Data User Account Request Form

If you are unsure of how to complete this form, it is also distributed and reviewed in the Fundamentals of Finance class.

If you are a departmental purchaser, you will also need to complete the eVA Security Forms provided in training.

eVA Forms

Banner and eVa work together to ensure your purchases are ordered, received, and paid for according to internal policies, state procurement regulations, and the Virginia Prompt Pay Act. Your eVA securities are similiar to Banner securities, but include Purchase Order routings and approvals necessary for Purchase Order contracts.

eVA Acceptable Use Acknowledgement

eVA training classes can be viewed from the Finance Training Calendar.

Small Purchase CHARGE Card Forms

As part of the continuing efforts to streamline the State’s procurement and payment processes, the Commonwealth of Virginia has established a contract with Bank of America to provide its Small Purchase Charge Card Program to state agencies and institutions. The SPCC is to be used when purchasing goods and services up to the maximum delegated purchasing authority of $5,000 per transaction. (Individual card limits may vary.)

Purchasing Charge Card Request

Purchasing Card Employee Agrement

Combined Delegated Purchasing Authority

Complete details regarding the policies and procedures for use of the SPCC are available from the Purchasing Department.