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Finance Forms & Instructions

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
Consultant Approval Request Procurement Contract A professional who provides professional or expert advice in their area of expertise on a temporary basis for a fee. 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 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
Honorarium Procurement Contract An honorarium is a one-time payment, made to an individual who is not an employee of W&M for a special and non-recurring activity or event for which no remuneration is collectible by law. Honoraria are typically paid to persons of scholarly or profe N/A Procurement Services 757-221-3952
Hotel Addendum Procurement Contract TBA 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 Short Form Procurement Contract TBA N/A Procurement Services 757-221-3952
Standard Contract Addendum Procurement Contract TBA 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