60.5.3 Procurement Card Process

Application process

1. P-Card Member completes Application
2. Department Head or Dean approves Application
3. Application is sent to the P-Card Administrator to process
4. P-Card Administrator processes the application and trains the P-Card Member
5. P-Card member receives P-Card in 3 working days

Usage and Reconciliation Process

1. P-Card Member uses the P-Card for purchases
2. P-Card Member receives the purchased item
   1. If the item is in not received in good order, P-Card Member contacts the Vendor and advises P-Card Administrator
3. P-Card Member receives Monthly Statement
   1. If there is a dispute on the Monthly Statement, P-Card Member contacts the Vendor & AMEX and advises the P-Card Administrator
4. P-Card Member sends approved Monthly Statement with original receipts to P-Card Administrator
5. P-Card Administrator keeps receipts on file and advises Accounting of any discrepancies

Change in $ Limit Process

1. P-Card member identifies a P-Card application that requires a change in $ Limit
2. Department Head or Dean approves change in $ limit
3. A written request, approved by the Department Head or Dean, is sent ot the Director of Procurement
4. The request is reviewed and, if accepted by Finance, approved
5. The $ Limit is changed

Table of Contents

60. Finance

P-Card Employee Acknowledgment Form

P-Card Request Form