William and Mary

Finance Forms & Instructions

William & Mary is committed to ensuring the website and documents located on the site are accessible to all. In the event that the specific contract is inaccessible to you due to a disability, please contact askfinance@wm.edu
Form Name Department Type Purpose / Description Instructions Contact Phone
Bank of America SPCC Application Procurement SPCC Required to request a Small Purchase Charge Card (SPCC) Guide to Complete SPCC Application Using DocuSign Laken Marley 757-221-2513
Contract Form Addendum - IT Procurement Contract To be used in conjunction with contractor agreement N/A Procurement Services 757-221-3952
eVA User access application Procurement eVA To obtain access to the e-procurement system for ordering goods/services. eVA DocuSign User Application Guide John Dixon 757-221-3957
FedEx New Account and Update Form Procurement Procurement New FedEX account or update form request needs to be emailed to stategov@fedex.com N/A Procurement Services 757-221-3952
Guests, Speakers, and Performing Artists Addendum Procurement Contract Payment to an individual who is not an employee of William & Mary coming to speak to a public audience where any portion of the engagement (ie. fees, travel, etc.) was negotiated N/A Procurement Services 757-221-3952
Hotel Addendum Procurement Contract Addendum to hotel's terms and conditions N/A Procurement Services 757-221-3952
Independent Contractor Assessment Procurement Contract This assessment will provide support for classifying individuals as an independent contractor or employee and should be completed prior to on-boarding a proposed independent contractor. EXCEPTIONS: Jr Mentees, Mentors, Referees Independent Contractor Assessment User Guide Procurement Services 757-221-3952
Sole Source Approval Request Procurement Procurement This form must be completed by the requesting department, and must accompany all requests for sole source or proprietary purchases. Guide to Complete Sole Source Form Using DocuSign Procurement Services 757-221-3952
SPCC Business Meal Form Procurement SPCC TBA N/A Laken Marley 757-221-2513
Speaker/Presenter Agreement Procurement Contract NOTE: Insurance requirements may vary for this category of service. If primary activity is speaking/listening, no physical activity and no outside equipment, insurance may be waived N/A Procurement Services 757-221-3952
Standard Contract Form Addendum Procurement Contract To be used in conjunction with contractor agreement N/A Procurement Services 757-221-3952
TSRC Waiver Procurement Procurement In the event your requested item is unavailable from the TSRC website and aren’t able to locate your item, please complete the following waiver. Please give 24 business hours for a response prior to ordering. N/A Procurement Services 757-221-3952
UPS New Account / Update Form Procurement Procurement UPS new account set up or update request N/A Procurement Services 757-221-3952
Wireless Communication Device Employee Stipend Request Procurement Procurement To request a stipend for a wireless communication device (cell phone, mifi, iPad, etc.) N/A Procurement Services 757-221-3952