Applying for a Purchasing Card

Applications for a Purchasing Card must be completed and submitted to the appropriate Accounting Office for approval.

The procedure for applying for a PCard is listed below:

  • After completion of this training course and obtaining a passing score through Employee and Organizational Development, complete the Cardholder Agreement (.pdf or .doc) and Application for a Purchasing Card (.pdf or .doc).
  • The Cardholder must agree to the provisions of the Cardholder Agreement.
  • The Dean, Director, or individual with budgetary responsibility for the default index will determine the limits for the Cardholder.
  • A Cardholder can be limited to a maximum number of transactions on a daily or monthly basis, or both, or may have a dollar limit daily.
  • The credit limit is established by the department. In no event may the dollar limit of a single transaction exceed $5000.00.
  • The Dean, Director, Chair, or other budgetary authority must sign the Application for a Purchasing Card and agree to the Cardholder Agreement.
  • The original Application for a Purchasing Card should be sent to Purchasing. The PCard administrator will obtain any necessary Accounting Office approvals.
  • The PCard Administrator will approve the Application for a Purchasing Card and verify that the requesting Dean, Director, Chair, etc. has budgetary authority.
  • The Purchasing Card Administrator will review the Application and, if in order, will transmit the information to the bank. Cards are typically available within 7 days.
  • An email will be sent to the cardholder with a schedule for pickup when the card is ready.
  • The Cardholder will be required to sign a receipt for the PCard and the Cardholder Agreement.

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