NON-State Funded Purchases
The UMW Finance Card is used to make purchases that are funded with NON-State/Local funds. To use a UMW Finance Card for Agency 8 Funds, see Agency 8 Funds. For all other NON-State/Local funds, see information below.
If you hold a UMW Finance Card that has your name on it, use your Card for the non-state funded purchase, following your own Finance-approved internal procedures that are required. HOWEVER, remember that UMW Finance Cards are issued to individuals for specific reasons based upon specific job requirements, therefore, when an individual wants to use the Card outside of those specific reasons, written approval from Accounts Payable is required PRIOR to making the purchase. This written approval can be requested by emailing payables@umw.edu. The written approval must be included with the Cardholder documentation, as part of the internal procedures specific to your Card.
If you do NOT hold a UMW Finance Card with your name on it AND you want to make a purchase in eVA using NON-State/Local Funds, choose the UMW Finance Card within eVA as an OBO order and follow procedures found at the TESS website. Procurement regulations apply–contact the Procurement Services department with Procurement questions.
If you do NOT hold a UMW Finance Card with your name on it AND you want to make a purchase using NON-State/Local Funds, follow procedures below. Procurement regulations apply–contact the Procurement Services department with Procurement questions.
- Email payables@umw.edu and give your department name, the item(s) you plan to purchase, the purpose, the Banner FOAP being charged, and the date you wish to check out the UMW Finance Card. (NOTE: If you are traveling with students, please ignore these directions and follow instructions found at Other Student Travel.)
- Accounts Payable (AP) will review the request and will provide an email response. If approved for use, AP will include the Cashier’s Office on the email response. (Cashier will NOT provide a UMW Finance Card unless AP has provided the approval email!!!) AP will also advise if other Finance forms are needed.
- When you are ready to make your approved purchase, take a copy of the email to the Cashier’s Office in Lee Hall 206 and ask the Cashier for the UMW Finance Card. NOTE: To ensure availability of a Card, contact the Cashier’s office ahead of time to coordinate.
- The Cashier will give you a UMW Finance Card Agreement to sign. Read it carefully.
- After you have made your purchase, you should IMMEDIATELY submit the UMW Finance Card and ALL ORIGINAL, DETAILED, ITEMIZED receipts to the Cashier.
- The Cashier will review on-line the swiped charges made on the Card and will require receipts for all transactions on the Card during the time you had the Card checked out. If you fail to produce a receipt for a charge on the Card, you will be asked to make a deposit to UMW for the charge. The Cashier will give you a receipt and will attach a copy of the receipt to the paperwork to show repayment to UMW was made. Any disputes will be handled with the Accounts Payable Manager or the Associate Vice President for Finance. If you refuse to repay UMW for an inappropriate expense, Accounts Payable will file paperwork to have the money withheld from your paycheck (or added to your Student Account) and you will not have the privilege of using this Card again.
- The Cashier will submit all forms and receipts to the Accounts Payable Office. If Accounts Payable finds any unallowable expenses, Accounts Payable will ask you to deposit money at the Cashier’s Office. Accounts Payable will attach the receipt of your repayment/deposit to the credit card statement as proof of money deposited. If you refuse to deposit the money, Accounts Payable will file paperwork to have the money withheld from your paycheck or added to your Student Account, and you will not have the privilege of using this Card again.
To use a UMW Finance Card for travel expenses, follow instructions found at Other Student Travel.
UMW Finance Card violation consequences are found at Card Violation Consequences.