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Forms

Welcome New Finance User.  Follow the steps below to begin the security, training, and form requirements to Banner, eVA, and the Small Purchase Charge Card (for eVA state fund users).  Questions on your specific needs can be directed to tess@umw.edu.

  1. Obtain a copy of the Employee Work Profile (EWP) from your supervisor or Human Resources and save to your desktop.
  2. Complete the top half (fields 1-7 only) of the Banner University of Mary Washington Administrative Data User Request Form (below) and save the full form to your desktop.
  3. Send the EWP and the complete Banner form via email scan to tess@umw.edu or via campus mail to TESS – Eagle Village Suite 480
  4.  New Buyers and their supervisors – Complete the Small Purchase Charge Card forms (below).
  5. Complete the online Security Training.  Link will be sent via email directly to the new user from the Technology department once all forms are submitted.
  6. Outreach will be extended for online or in person training based on job duties and system requirements.

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Banner Forms

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

 

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.

Office Move Information Form