William & Mary departments have been delegated the authority to purchase goods and services up to a maximum of $10,000 per project. This matrix provides a guide for frequently purchased goods and services and allowable exemptions up to $200,000.
Small, Women-, and Minority-, and Service Disabled Veteran-owned (SWaM) suppliers with contracts are noted in the transaction type header [SWaM Supplier].
*If Yes, SPCC may only be able to be used when the vendor is not active in buyW&M, W&M's new procure to pay system.
"buyW&M PO Exempt?" - If "Yes" then payment should be processed via Direct Payment request in buyW&M. If "No" then a Purchase Order is required to purchase and pay for this commodity.
Any questions, please contact procurement services at procure@wm.edu or 757-221-3952.
Accreditation fees, academic testing, tests, evaluations and research consulting services. | |||||||||
---|---|---|---|---|---|---|---|---|---|
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Academic and Research consulting services | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement | 715410 Various | ||
Advertisements | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Advertisements (such as in newspapers, magazines, journals, billboards, websites, radio, television or similar public media.) Cost of placing ads in newspapers and other media forms for faculty and classified position employment, drug studies, clinical research studies, research projects, and procurement advertisements (ads must meet university Identity standards.) | Yes | Yes | Yes | State or Local | Authorized Approver | N/A | 712460 712480 712490 | ||
Air and Rail Tickets | |||||||||
Commodity / Procurement Type Including non-employee business travel... |
SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Economy class and upgrades to business class when travel is 8 or more consecutive hours | Yes | Yes | Yes | State or Local | Air and Rail Source | Authorized Approver | Travel | Travel's transportation guidelines | 712830 |
Upgrade seating with appropriate justification Note: First class flights are strictly prohibited | Yes | Yes | Yes | Local | Air and Rail Source | Authorized Approver | Travel | Travel's transportation guidelines | 712830 |
Baggage fees up to $60 per traveler | Yes | Yes | Yes | State or Local | Air and Rail Source | Authorized Approver | Travel | Travel's transportation guidelines | 712830 |
Baggage fees over $60 per traveler | Yes | Yes | Yes | Local | Air and Rail Source | Authorized Approver | Travel | Travel's transportation guidelines | 712830 |
Alcohol | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Alcoholic Beverages up to $30 per person, including tax and tip, served in conjunction with food. (Not part of per diem cap) | Yes | Yes | Yes | Local | Authorized Approver | Travel | Travel's transportation guidelines | 713310 | |
Architectural/Engineering | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Architectural/Engineering - Purchasing and payments for services must go through Facilities Design and Construction. | Yes | No | Yes | State or Local | Director, Planning, Design & Construction | VIMS Facilities Management W&M FPDC | 712610 | ||
Art | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Artwork for public spaces in University buildings. Original works of art; and original, or authentic antique period art frames (does not include newly created replacement or reproduction frames). | Yes | No | Yes | Local | Dean or VP | N/A | 722230 | ||
Athletics (Unlimited) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Athletics: Fees associated with participation in intercollegiate athletic tournaments and events including team lodging, registration and game guarantees for all athletic events. (Unlimited) | Yes | Yes | Yes | State or Local | Authorized Approver | Athletics | 712240 | ||
Athletics: Intercollegiate athletic event entrance and related fees (e.g.,tournament entrance fees, game referees, officials, and umpires, etc.). (Unlimited) | Yes | Yes | Yes | State or Local | Authorized Approver | Athletics | 712240 | ||
Athletics: Game referees, officials, umpires, etc. | Yes | Yes | Yes | State or Local | Authorized Approver | Athletics | 712680 | ||
Awards and Prizes | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Payments to individuals for appreciation, recognition, prizes, and awards are considered taxable income to the recipient. Awards and prizes to non-employees must be for a valid business reason, which may include a contest, door prize, etc. without the purchase of a chance or ticket. Awards and prizes to non-employees must include the following information as attachments: (1) Award Letter (2) Description of Program or Competition (3) List of Recipients (4) Announcement (e.g. flyer) of the Competition (if available). | Yes | Yes | Yes | State or Local | Authorized Approver | Accounts Payable | 714130 | ||
Background Checks | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Background Checks | Yes | No | Yes | State or Local | Authorized Approver | Procurement | 712680 | ||
Building Room rentals | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Building room rentals (including Alumni House) | Yes | Yes | Yes | State or Local | Authorized Approver | 715350 | |||
Business Cards [SWaM Suppliers] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Business Cards | Yes | No | No | State or Local | Business Cards | Authorized Approver | Procurement | 713130 | |
Business/Financial Transactions | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Business/Financial Transactions to which public procurement regulations do not apply. | No | Yes | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Cell Phones / Telecommunications Services | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Cell Phones / Telecommunications Services - Wireless Communication Device Services. View University Wireless Communication Device Policy. | Yes | No | No | State or Local | Cell Phone Stipend OR University Owned | Authorized Approver | Procurement | Wireless Communications Policy | 712160 712170 712180 |
Charter Bus Services [SWaM Suppliers] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Contracts for providing charter bus services | Yes | Yes | No | State or Local | Bus Transportation Contracts - search "Bus Transportation" | Authorized Approver | Procurement | 712830 | |
Commercial Fisherman | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Commercial Fisherman Contracts with commercial fisherman for replenishment, research & stock assessment activities | Yes | Yes | Yes | State or Local | Authorized Approver | N/A | 712680 | ||
Computers (available directly thru W&M IT) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Purchase directly through RequestIT | N/A | No | No | State or Local | Computer Source | IT | IT | 722110 722120 722140 | |
Purchase certain software/hardware directly through RequestIT. Examples include: Adobe, Microsoft products, etc. | N/A | No | No | State or Local | Software/Hardware Source | IT | IT | 712750 722180 | |
Conferences | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Conference facilities (to include conference support and related lodging and meals) only when the use of a specific facility is directed by an outside donor, sponsor or organization. | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Conference registration or fees for participants in local, regional and/or national competitive academic events or mission related events (Use of Bank of America small purchase card is highly recommended) | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement | 712240 712280 | ||
Conference hosting services to include conference related expenses which costs are offset by vendor sponsorships and / or conference attendee registration fees | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Consultants [SWaM Suppliers] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
A professional who provides professional or expert advice in their area of expertise on a temporary basis for a fee. Requires a Return On Investment (ROI) justification. | No | No | Yes | State or Local | Consultants Source - search "Consulting" | Procurement | Independent/Consultant Assessment | 712260 712680 | |
Contract Types (Consultant, Honorarium, Independent Contractor, Speaker) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Consultant - A professional who provides professional or expert advice in their area of expertise on a temporary basis for a fee. Requires a Return On Investment (ROI) justification. | No | No | Yes | State or Local | Consultants Source - search "Consulting" | Procurement | Independent/Consultant Assessment | 712260 712680 | |
Honorarium - A payment given for professional services that are rendered nominally without charge. | No | Yes | Yes | State or Local | Authorized Approver | Accounts Payable | 714130 | ||
Independent Contractor - Someone whose control and direction is limited to the end product of their work, not on how the work will be performed. | No | No | Yes | State or Local | Authorized Approver | Procurement | Independent/Consultant Assessment | 712680 | |
Speaker - Payment to an individual, performance group, or representing agency who is not an employee of W&M coming to speak, present, or perform to a public audience where any portion of the engagement (ie. fees, travel, etc.) was negotiated and/or payment is expected | No | Yes | Yes | State or Local | Authorized Approver | Procurement | Speaker Contract Request buyW&M | 714130 | |
Currency Exchange Services | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Currency exchange services | Yes | No | Yes | State or Local | Authorized Approver | N/A | Various | ||
Drone & Drone Procedures | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Drone Procedures | Yes | No | No | State or Local | Authorized Approver | Public Safety - Drone Policy Group | Departmental and Faculty/Staff Registration & Pilot Forms | 713430 722410 722411 | |
eBooks, Journals, W&M Library Resources | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
W&M Libraries Services to support research, teaching, and course projects | Yes | No | Yes | State or Local | Authorized Approver | W&M Libraries | W&M Libraries Services | 722210 | |
W&M Libraries - Request & Renew materials | Yes | No | Yes | State or Local | Authorized Approver | W&M Libraries | W&M Libraries Request & Renew | 722210 | |
W&M Libraries - Suggestions for Purchase | Yes | No | Yes | State or Local | Authorized Approver | W&M Libraries | W&M Libraries Suggestions for Purchase | 722210 | |
Educational Supplies | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Educational supplies | No | No | Yes | State or Local | Procurement | 713740 | |||
Employee Retirement Gifts | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Employee Retirement Gifts - please refer to the linked policy for guidance / exclusions | Yes | No | No | Local | Authorized Approver | Tax Compliance | Employee Retirement Gifts Policy | Various | |
Event Rental (Tents, Tables, Chairs, A/V, etc.) [SWaM Suppliers] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Event Rental (Tents, Tables, Chairs, etc.) | Yes | No | No | State or Local | Event Rental Source | Authorized Approver | N/A | Various | |
Audio Visual | Yes | No | No | State or Local | Event Rental Source | Authorized Approver | N/A | Various | |
Event Sponsorships | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Support for an event organized by an external third party that are essential to and support the mission of the university. (State Funds allowed up to $5,000) | Yes | Yes | Yes | State or Local | Authorized Approver | N/A | 712211 | ||
Revenue generating sponsorships over $10,000 will be allowed with approval by the Vice President for Strategic Initiatives and Public Affairs | Yes | Yes | Yes | Local | VP for Strategic Initiatives & Public Affairs | N/A | 712211 | ||
Exhibition Rental Fees - artifacts & artwork | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Exhibition Rental Fees for exhibitions of historical artifacts or original works of art. (The rental fee may include charges other than the rental of the exhibition, such as transportation costs.) | Yes | Yes | Yes | State or Local | Authorized Approver | N/A | 722230 | ||
Express Delivery Services | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Express Delivery Services | Yes | No | No | State or Local | UPS | Authorized Approver | Procurement | Express Shipping | 712110 |
EZ Pass | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
EZ Pass - may be purchased and used for University related business purposes only | Yes | Yes | Yes | State or Local | Authorized Approver | N/A | 712830 | ||
Facilities Requirements | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
All alterations to facilities, both interior and exterior, including the installation of furniture and appliances, changes to lighting and aesthetic features, and any change requiring a utility such as electrical, plumbing, and sewer require notification and approval from Facilities Management. This includes alterations to campus grounds. If repairs are needed, submit a work order to Facilities Management (FM) | Yes | No | No | State or Local | Facilities Management | Requests for Services | Various | ||
Financing when goods/services procured from one source are being financed by another (i.e. third party) source. | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Financing when goods/services procured from one source are being financed by another (i.e., third party) source. The financing exclusion does not apply to lease purchases. | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Flowers/Plants | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Flowers/Plants for public events with bona fide business purpose (e.g., Commencement, Charter Day, public performances). | Yes | No | No | State or Local | Authorized Approver | Accounts Payable | 722610 | ||
Public/Common Area in order to improve the office or building appearance | Yes | No | No | Local | Authorized Approver | Accounts Payable | 722610 | ||
Non-Employees and Volunteers up to $150 with a bona fide business purpose | Yes | No | No | Local | Authorized Approver | Accounts Payable | 722610 | ||
Employee immediate family flower donations up to $150 for the death of an employee's immediate family member (i.e., parent, step-parent, spouse or child) | Yes | No | No | Local | Authorized Approver | Accounts Payable | 722610 | ||
Food (Catering, Business Meals, etc.) [SWaM Suppliers] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
All on-campus events serving food shall order through the ATG portal with business rules embedded | No | Yes | No | State or Local | America To Go Portal | Department Head | Procurement | America To Go - On-Campus Catering | Various |
Off-campus Catering / Business Meals involving external parties (e.g. meals with candidates, potential donors, guest speakers, etc.) Tip not to exceed 20% Per diem rules in funding source | Yes | No | No | State or Local up to 150% - Local up to 200% | Department Head | Travel | SPCC Business Meal Form | 712640 713620 713630 | |
Expenses for candidate's spouse under same rules as Business Meal Exception | Yes | No | No | Local | Department Head | Travel | SPCC Business Meal Form | 712640 | |
Retirement and appreciation events up to 200% of standard per diem rate | Yes | No | No | Local | Dean or VP | Accounts Payable | Event Supplies | 712640 713620 713630 | |
University Employee Meal with Non-Employee Covering His/Her Own Expense. Up to standard per diem rate and alcohol rate (if applicable) with receipt | No | Yes | No | Local | Dean or VP | Travel | 712640 | ||
Foreign Purchases | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Purchases made by a university employee or agent while located in another country and the required goods/services are purchased from a vendor located in that country and the purchased goods/services will be used in the country where they are purchased. | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Furniture [SWaM Suppliers] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Purchases < $200,000 must be from university contracted supplier (see link for additional information) | Yes | No | No | State or Local | Furniture Contracts - search "Furniture" | Authorized Approver | Procurement | Furniture Web Page | 722620 |
Purchases > $200,000 must be from VCE or release obtained thru Procurement Services | No | No | No | State or Local | Authorized Approver | Procurement | Furniture Web Page | 722621 | |
Furniture, Fixtures, and Equipment (FF&E) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Furniture, Fixtures, and Equipment (FF&E) | No | No | Yes | State or Local | Authorized Approver | Procurement | Furniture, Fixtures, and Equipment (FF&E) Request Form Guide | Various | |
Gas/Fuel | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Gas/Fuel for vehicles and equipment (including Mansfield Oil) | Yes | Yes | No | State or Local | Authorized Approver | N/A | 713230 | ||
Gifts (Non-Cash), Awards & Recognition for Students, Employees & Non-Employees | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Employee recognition awards up to $100 in value per employee per year. Awards may include food, flowers, or gifts in recognition of exemplary service. Gift cards / vouchers are NOT allowed. | Yes | No | Yes | Local | Authorized Approver | Accounts Payable | 714130 | ||
Awards or recognitions for student contributions to the organization up to $100 per student with appropriate documentation. Gift cards / vouchers are NOT allowed. | Yes | No | Yes | Local | Authorized Approver | Accounts Payable | 714130 | ||
Non-Employees and Volunteers up to $100 with a bona fide business purpose. Gift cards / vouchers are NOT allowed. | Yes | No | No | Local | Authorized Approver | Accounts Payable | 714130 | ||
Governmental and Public Entities (Unlimited) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Governmental and Public Entities (Federal, State, local, town, city, state colleges and universities, international) other than purchases from mandatory sources | Yes | Yes | Yes | State or Local | Authorized Approver | N/A | Various | ||
Grant Awards | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
By agencies and institutions to public bodies or tax exempt non-profit charitable organizations. (Does not apply to expenditures of grant funds by agencies and institutions for the purchase of goods and/or services) | Yes | Yes | No | State or Local | Authorized Approver | N/A | Various | ||
Grocery Stores | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
In-store purchases from grocery stores (buyW&M exempt) | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement | 713620 | ||
Honorarium | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
A payment given for professional services that are rendered nominally without charge. | No | Yes | Yes | State or Local | Authorized Approver | Accounts Payable | 714130 | ||
Independent Contractors (Excluding Speakers, Entertainers and Performers) | |||||||||
Commodity / Procurement Type Exemptions... |
SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Someone whose control and direction is limited to the end product of their work, not on how the work will be performed. | No | No | Yes | State or Local | Authorized Approver | Procurement | Independent/Consultant Assessment | 712680 | |
Information Technology (also see Computers above) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Must be approved by IT prior to the commitment or processing the transaction | Yes (no ETF Purchases) | No | No | State or Local | IT Source | IT | IT | Procuring Technology at W&M | 722110 722120 722140 |
Lab and Scientific Equipment and Supplies [SWaM Suppliers] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Lab and Scientific Equipment and Supplies | Yes (no ETF Purchases) | No | No | State or Local | Authorized Approver | N/A | 713410 722410 | ||
Legal Services (Unlimited) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Legal services or expert witnesses or other services associated with litigation or regulatory proceedings approved in advance by the General Counsel's Office or the Attorney General's Office. (Unlimited) | Yes | No | Yes | State or Local | Authorized Approver | University Counsel | 712470 | ||
Licenses | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Licenses (Federal, State or local) excluding software licenses | Yes | Yes | No | State or Local | Authorized Approver | Procurement | 713320 | ||
Local Funds | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Local funds owned by trust-agent organizations. These funds are non-state and are not owned and controlled by the university. The university's sole responsibility is writing checks out of a local account maintained on behalf of the organization that owns the funds. This exclusion does not include Auxiliary Enterprises. | Yes | No | Yes | Local | Authorized Approver | Financial Operations | Various | ||
Logos/Trademarks | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
University departments are required to use an officially licensed W&M vendor when ordering items bearing the University's trademarks. | Yes | No | No | State or Local | Authorized Approver | Licensing Office | Licensing & Trademark | 713110 | |
Maintenance - License agreements | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Maintenance agreements, license agreements (including software licenses) and the purchase of consumable items from the manufacturer/producer for existing software and/or sophisticated scientific equipment provided the maintenance, license and/or consumables are only available from the manufacturer. File documentation to include verification of exclusivity. | Yes | No | Yes | State or Local | Maintenance, Repair & Op. Supplies Source | Authorized Approver | Procurement & Category Dept | 712520 712530 712550 712560 712570 712590 712740 712750 722180 | |
Medical/Health Care | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Services provided by public and private hospitals, medical practices, medical clinics, and individuals that are licensed and authorized by law to engage in the prevention, diagnosis, or treatment of human illness, injury, physical disability, mental health, special needs, substance abuse, or emotional condition | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement & Category Dept | 712310 712320 712330 712340 712350 712360 | ||
Memberships | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Memberships - Professional organizational membership dues and training classes sponsored by the professional organization when payment is made directly to the professional organization sponsoring the training class. | Yes-regardless of buyW&M registration status | Yes | Yes | State or Local | Authorized Approver | Procurement | 712210 | ||
Moving and Relocation | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Moving and Relocation | No | No | No | State or Local | Moving and Relocation Source - search "Moving" | Authorized Approver | Travel | 712810 | |
Stipends for moving and relocation for new employees | N/A | N/A | N/A | State or Local | New employee moving & relocation stipend policy | Authorized Approver | Travel | Various | |
Student Storage | No | No | No | State or Local | Student Storage Source - search "Storage" | Authorized Approver | Travel | 712810 | |
Multi-Media | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Multi-Media Books, pre-printed materials, reprints and subscriptions (e.g., print or electronic), pre-recorded audio and video cassettes, compact discs, slide presentations, etc., when only available from the publisher/producer. | Yes | No | Yes | State or Local | Authorized Approver | Procurement | 722210 722240 | ||
Nonprofit (purchases from) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Nonprofit sheltered workshops or other nonprofit organizations that offer transitional or supported employment services serving the handicapped | Yes | No | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Purchases from non-profit organizations | Yes | No | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Office Beverages | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Coffee, tea, water, or other beverages for office visitors and guests | Yes | No | No | Local | Dean or VP | N/A | 713120 | ||
Office Supplies [SWaM Supplier] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Must use W&M contracted supplier (see link) | Yes | No | No | State or Local | TSRC | Authorized Approver | Procurement | 713120 722630 713130 | |
On-campus book store | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
On-campus book store provider: Barnes & Noble College Bookstore. Pay in-person vs. online to receive tax exemption and discounts on applicable goods. | No | Yes | No | State or Local | W&M Bookstore | Authorized Approver | Auxiliary Services | 722210 722240 | |
Parking and Tolls | |||||||||
Commodity / Procurement Type Including non-employee business travel... |
SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Parking and road tolls | Yes | Yes | Yes | State or Local | Authorized Approver | Accounts Payable | 712850 712830 712840 | ||
Participation stipends and Human subject research payments | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Participation stipends and Human subject research payments | No | Yes | Yes | State or Local | Authorized Approver | Financial Operations | Financial Operations Procedure for Paying Human Subjects | 714180 | |
Pass-through-procurements | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Pass-through-procurements (Examples include contracting for alumni functions for which the institution is reimbursed by the alumni and materials purchased for students by a faculty member using State funds and for which the students fully reimburse the institution). Requires approval by Director, University Purchasing. | Yes | Yes | Yes | State or Local | Procurement Director | N/A | Various | ||
Petty cash Reimbursements | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Petty cash Reimbursements | No | Yes | No | State or Local | Authorized Approver | N/A | Various | ||
Photographers | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Photographers (other than graduation and yearbook photographers). | Yes | No | Yes | State or Local | Photography Contracts - search "Photography" | Authorized Approver | N/A | 712680 | |
Point of Sale | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Over the counter charge card purchases that are made at the site of the sale and picked up by the individual card holder (i.e., BOA, Voyager-the Commonwealth fleet gas card) (buyW&M exempt) | Yes | Yes | No | State or Local | Authorized Approver | N/A | Various | ||
Postal Services | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Postal Services - including those from USPS or third party providers | Yes | Yes | No | State or Local | Authorized Approver | N/A | 712140 712110 | ||
Print and Copy Services | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Must use W&M contracted suppliers (see link) | Yes | No | No | State or Local | Print & Copy Services Sources - search "Printing" | Authorized Approver | University Web & Design and Procurement Services | 712150 | |
On-campus Print Shop provider - Hackworth | No | Yes | Yes | State or Local | Print Shop - search "Hackworth" | Authorized Approver | Auxiliary Services | The Print Shop | 712150 |
Private educational institutions (Unlimited) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Private educational institutions. (Unlimited) | Yes | No | Yes | State or Local | Authorized Approver | N/A | Various | ||
Promotional and Licensed Products [SWaM Suppliers] | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Promotional items for giveaways (e.g. mugs, key rings, portfolios, water bottles, t-shirts, etc). Design must meet W&M identity standards. Products depicting William & Mary trademarks or likeness must be purchased through licensed vendors. | Yes | No | No | State or Local | Promotional Products Contracts - search "Promotional" | Authorized Approver | N/A | Licensing & Trademark | 714130 |
Public Auctions (non-electronic) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Public Auctions (non-electronic) | Yes | No | Yes | State or Local | Authorized Approver | N/A | Various | ||
Public Utilities | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Public Utilities (Electricity, Water, Sewage, Natural Gas, Propane) | Yes | Yes | Yes | State or Local | Authorized Approver | N/A | 715420 715440 713220 | ||
Rare and Historic Prints | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Rare and Historic Prints - Rare and historic manuscript, printed and photographic materials (e.g. books, ephemera, maps, manuscripts, photographs, and prints) that are one of a kind or exist in very limited supply. | Yes | No | Yes | State or Local | Authorized Approver | N/A | 722230 | ||
Real Estate Leases | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Real Estate Leases | Yes | Yes | Yes | State or Local | Authorized Approver | N/A | 715350 715360 715370 | ||
Recycled Products | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Various recycled/green products | Yes | No | No | State or Local | TSRC - filter green/recycled products *See Office Supplies | Authorized Approver | N/A | Office Supplies: The Supply Room | Various |
Regalia | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Rentals Only | Yes | No | Yes | State or Local | Authorized Approver | Financial Operations | 713110 | ||
Reimbursements | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
General reimbursements | Yes | Yes | No | State or Local | Authorized Approver | N/A | Various | ||
Rental Vehicles | |||||||||
Commodity / Procurement Type Including non-employee business travel... |
SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Must use W&M contracted supplier (see link) | Yes | Yes | No | State or Local | Enterprise Rental Cars | Authorized Approver | Travel | 712830 | |
GPS and fuel service plan is allowable with bona fide business purpose. | Yes | Yes | No | Local | Enterprise Rental Cars | Authorized Approver | Travel | 712830 | |
Insurance in extreme circumstances with justification of why traveler could not use mandatory contract. | Yes | Yes | No | Local | Enterprise Rental Cars | Authorized Approver | Travel | 712830 | |
Revenue contracts | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Revenue contracts (consignment sales) | Yes | Yes | No | State or Local | Authorized Approver | N/A | 713340 | ||
Royalties and film rentals | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Royalties and film rentals when only available from the producer or protected distributors. | Yes | No | Yes | State or Local | Authorized Approver | N/A | 712680 | ||
Scholarships/ Fellowships | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Scholarships/ Fellowships | No | Yes | Yes | State or Local | Authorized Approver | N/A | 714210 714250 | ||
Single Use Plastics | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Purchases for single use plastics | Yes | Yes | Yes | State or Local | Sustainability | Single Use Plastics Site | Various | ||
Software | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Specialized software ,website or browser plugins, website or desktop applications or subscriptions, electronic databases, software-as-a-service (SAAS), mobile apps, and maintenance or upgrages for software already purchased and in use at the University. Any and all software purchases require IT approval before purchasing | Yes | No | Yes | State or Local | Authorized Approver | IT | Various | ||
Upgrades and consulting services related to existing software provided the purchase is made from the existing exclusive supplier. | Yes | No | Yes | State or Local | Authorized Approver | IT | Various | ||
Speakers, Entertainers, Performers and Program Reviewers | |||||||||
Commodity / Procurement Type Includes... |
SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Payment to an individual, performance group, or representing agency who is not an employee of W&M coming to speak, present, or perform to a public audience where any portion of the engagement (ie. fees, travel, etc.) was negotiated and/or payment is expected | No | Yes | Yes | State or Local | Authorized Approver | Procurement | Speaker Contract Request buyW&M | 714130 | |
Store Memberships | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Departmental memberships at club discount stores can be only used for University related business purposes only | Yes | Yes | Yes | State or Local | Single Use Plastics Site | Authorized Approver | N/A | 712210 | |
Sub awards | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Sub awards from grants on which the sub award recipient(s) are expressly listed in the grant award (Grant contract number must be listed on payment request form) | No | Yes | Yes | State | Sponsored Programs | Sponsored Programs | Various | ||
Subscriptions | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
News journals, periodicals and magazines when the subscription is necessary to fulfill ones professional responsibility | Yes | No | Yes | State or Local | Authorized Approver | N/A | 712220 | ||
Surplus property | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Surplus property | Yes | Yes | Yes | State or Local | Authorized Approver | Fixed Assets Management | Equipment Transaction Requested- Surplus & Room Changes | Various | |
Tax and Tax Exemption | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Tax and Tax Exemption | Yes | No | No | State or Local | ST-12 Forms (Tax Exemption) | Authorized Approver | Tax Office | Commonly Used Tax Exempt Forms | Various |
Taxi & Driver Services | |||||||||
Commodity / Procurement Type Including non-employee business travel... |
SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Taxi to include Maximum tip amount not to exceed 15% | Yes | Yes | Yes | State or Local | Authorized Approver | Travel | 712830 | ||
Taxi to include Maximum tip amount not to exceed 20% | Yes | Yes | Yes | Local | Authorized Approver | Travel | 712830 | ||
Televised or radio programs | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Televised or radio programs (e.g., athletic events, televised conferences, etc.) whereby specific stations are selected because of market demographics. | Yes | No | Yes | State or Local | Authorized Approver | N/A | Various | ||
Testing and evaluation of products | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Testing and evaluation of products/equipment (limited to purchases of quantities considered necessary for complete and adequate testing) | Yes | No | Yes | State or Local | Authorized Approver | N/A | Various | ||
Training | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Training that is specialized, proprietary, not typically available to the general public for which competition is generally unavailable, off-site, and requires a registration fee. | Yes | No | Yes | State or Local | Authorized Approver | N/A | 712240 712280 | ||
Payment to a vendor providing specialized technical training on their equipment. | Yes | No | Yes | State or Local | Authorized Approver | Procurement | 712260 | ||
Training sessions, instructional services, and workshops | Yes | No | Yes | State or Local | Authorized Approver | N/A | 712240 712280 | ||
Travel / Lodging | |||||||||
Commodity / Procurement Type Including non-employee business travel... |
SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Local lodging for out of town guests with direct bill. | No | Yes | Yes | State or Local | Authorized Approver | Travel | Hotels and Local Lodging | 712850 | |
Travel for employee while on official University business | No | Yes | Yes | State or Local | Authorized Approver | Travel | Hotels and Local Lodging | 712850 | |
Excess of lodging allowance up to 150% | No | Yes | Yes | State or Local | Authorized Approver | Travel | Hotels and Local Lodging | 712850 | |
Excess of lodging allowance up to 200% | No | Yes | Yes | Local | Dean or VP | Travel | Hotels and Local Lodging | 712850 | |
Excess of lodging allowance above 200%, requires CFO pre-approval and cost-benefit comparison | No | Yes | Yes | Local | CFO | Travel | Hotels and Local Lodging | 712850 | |
Resort Fees | No | Yes | Yes | State or Local | Authorized Approver | Travel | 712850 | ||
Alternative Lodging (Airbnb, VRBO, Home Away, etc.) | Not Allowed | Not Allowed | Not Allowed | N/A | N/A | Travel | N/A | ||
Tuition/Seminar Fees | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Tuition for courses | No | Yes | Yes | State or Local | Authorized Approver | N/A | 712240 | ||
Unemployment Compensation and Worker's Comp | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Unemployment Compensation and Worker's Comp | No | Yes | No | State or Local | Authorized Approver | N/A | 714140 711510 711520 | ||
Used Equipment & Furniture | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
This also includes used equipment purchased at a public or online auction, if determined in writing that the purchase would be in the best interest of the public. | Yes | No | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Vehicles (Automobiles, Parts and Maintenance) | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Vehicles - may require form from Parking & Transportation **PLEASE USE COMMODITY CODE 251000 ON BUYW&M REQUISITION** | No | No | No | State or Local | Vehicles Source | Authorized Approver | Auxiliary Services | Parking & Transportation | 722540 |
Repair and Maintenance | Yes | No | No | State or Local | Authorized Approver | Auxiliary Services | Parking & Transportation | 712590 | |
William & Mary/VIMS affiliates | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Student Organizations, Foundations, William & Mary Association | Yes | Yes | Yes | State or Local | Authorized Approver | Procurement | Various | ||
Writers | |||||||||
Commodity / Procurement Type | SPCC Transactions under $5000?* |
buyW&M PO Exempt? |
Competition Exempt? |
Funding Source |
Contract | Approval Needed |
Owning Dept |
Links | Expenditure Codes |
Writers | No | No | Yes | State or Local | Writer Contracts - search "Writer" | Authorized Approver | N/A | 712680 |