Procedure for Placing an Order for Approved Services
The Purchasing Card may be used to pay for approved services.
The order may either be placed in person by presenting the Card to the vendor or by telephone. If calling an order in to a vendor, give the vendor your Purchasing Card number and expiration date, found on the front of the Card. Vendors who perform services on campus must have current insurance certificates on file. Information about insurance requirements can be found at the links below. For the purposes of the following documents, contractor means any vendor that performs services on campus.
Insurance Certificate Guidelines
When paying for an order that includes both goods and services, advise the vendor that the order is tax exempt for goods purchased.
Tax Exempt Certificate
All orders must be logged on the Cardholder Transaction Log as stated in the Cardholder Transaction Log section of this training module.
All deliveries should be made to the Cardholder so that the Cardholder can record receipt of the order.
Cardholder Transaction Log (.pdf)
Cardholder Transaction Log (.xls)