FORMS

 

Welcome, New Finance User.  Follow the steps below to begin the security, training, and form requirements for Banner, eVA, and the Small Purchase Charge Card (for eVA state fund users).

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1. Request a copy of your Position Description from your supervisor or Human Resources. Please note that Position Descriptions may need updates to align with the standard Responsibility Language.
2. Complete fields 1-7 of the Banner University of Mary Washington Administrative Data User Request Form
3. Email the Position Description and Banner form tcss@umw.edu or via campus mail to: TCSS – Eagle Village Suite 480
4.  New Buyers and their supervisors – Complete the Small Purchase Charge Card forms.
5. Complete online Security Training. After all forms have been submitted, the Technology department will email a link directly to the new user.
6. Outreach will be extended for online or in-person training based on job duties and system requirements.

For any questions, please contact tcss@umw.edu.

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Quick Links

Banner (Administrative Data User Account Request Form)
eVA (Acceptable Use and Acknowledgment)
SPCC Forms
UMW Finance Card
Event Invoice Form
eVA Delivery Address Change Form

Need help creating a digital signature? Here’s a simple step-by-step guide Create a Digital Signature in Adobe

Banner Forms

Banner Finance requires the forms below.   Please print, complete, and return to Vickie Chapman, Assistant Controller of Finance Systems.

• University of Mary Washington Administrative Data User Account Request Form

 

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 similar to Banner securities, but include Purchase Order routings and approvals necessary for Purchase Order contracts.

The eVA Acceptable Use Acknowledgement is presented to you upon logging into eVA for the first time. You must read and acknowledge the terms prior to entering the system. This is digital acknowledgement and is stored within eVA.

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.)

Click here to access the following forms and receive direction on form submission:

Purchasing Charge Card Request
Purchasing Card Employee Agreement
Combined Delegated Purchasing Authority

Note: Online training will be required for use of the card.

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

UMW Finance Card

The UMW Finance Card is used to pay for items not allowed on the Small Purchase Charge Card and/or restricted to non-state fund sources and expense types.  The Finance Card is managed by the Accounts Payable department and may or may not be necessary for eVA buyers.   Finance Card form requirements and website information.

Event Invoice Form

This web form is used for eCommerce event billing.  The form is sent to the Misc. AR Account for review and billing. All new customers are required to complete a Commonwealth W-9 form in order to be invoiced. To confirm whether or not a customer is considered “new”, please email busfin@umw.edu.

eVA Office Moves Form

This form is used to update your delivery address in eVA.

 

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