Unit Procedure
Title
Carolina Performing Arts: Procedure for P-Card Reconciliation
Introduction
Purpose
Maintain and reconcile purchases on p-cards in the department.
Scope
Employees with a p-card, proxy reconcilers, and designated business office approvers.
Procedure
Roles and Responsibilities
P-cardholders are responsible for following University p-card policy and procedures. In certain cases, a cardholder may designate a proxy reconciler who is responsible for all actions related to reconciling the p-card on behalf of the cardholder.
Group approvers are business office personnel who verify business purpose and chartfield string information prior to approving.
P-cardholder accounts are set up with a default business, fund, source, and department code that do not require changes from the cardholder, unless purchases are made for a specific project or grant. The Business Office stores the current fiscal year program and cost codes on OneDrive for reference.
Identifying a Proxy Reconciler
In most cases, the cardholder is responsible for reconciling their p-card. A cardholder may request a proxy reconciler within the area by contacting the business office. The business office will confirm the proxy reconciler assignment and submit associated documentation to make the request to the P-Card Office.
Related Requirements
Resources
University Policies, Standards, and Procedures
Contact Information
Primary Contact
Name: Mya Nguyen
Title: Director of Operations and Strategy
Unit: Carolina Performing Arts
Email: CPABusinessOffice@unc.edu
Telephone: 919-843-7776
Important Dates
- Effective Date and title of Approver:
- Effective Date: 9/12/2022
- Revision and Review Dates, Change notes, title of Reviewer or Approver:
- Last Revised Date: 3/1/2024
- Next Review Date: July 1, 2026