Introduction
Purpose
The applicant is required to complete the mandatory online training session covering the use of the card and all applicable restrictions and pass the associated quiz. The card can be picked up once notified by the P-Card office. The card may be picked up by the accountholder or another individual may be authorized to pick up the card on the accountholder's behalf.
Procedure
To obtain a University Purchasing Card (P-Card), an applicant must be a permanent University employee. Any exception to this requirement may be granted by the Chief Procurement Officer or his or her designee for special circumstances. An applicant must take the required online P-Card training and associated quiz (pass with 100%). After successfully passing the quiz, the applicant must complete the P-Card application, and sign the P-Card Accountholder agreement form. The application must be signed by the applicant requesting the card and the department business manager.
The application signed agreement form, and the finance Access Request Form must be provided to the departments Access Request Coordinator (ARC) who will submit the forms to the P-Card department for processing. The P-Card department will reach out to the applicant once the card is available for pick up.
Departmental restrictions may be added to an individual card as follows:
- Limit dollar amount per purchase (single transaction limit)
- Limit dollar amount per billing cycle (monthly transaction limit)
Each card applicant and reconciler must complete the Systems Access Request process, which grants access to ConnectCarolina.
Related Requirements
University Policies, Standards, and Procedures
Contact Information
Primary Contacts
| Subject |
Contact |
Telephone |
E-Mail |
| P-Card Purchases |
P-Card Office |
|
pcard@unc.edu |
| Card Activation |
Bank of America Card Activation |
1-888-571-1000 |
|