Introduction
Purpose
The individual will be required to complete a mandatory online training session covering the use of the card and all applicable restrictions. The card will be picked up once the training quiz (at the end of online training presentation) has been passed. The card will only be given directly to the accountholder. Other individuals are not permitted to pick up cards on behalf of cardholders.
Procedure
In order to obtain a University Purchasing Card (P-Card), several forms must be completed. A P-Card is issued after the necessary forms are approved and the account holder has completed the online training and passed a test. Account holders must sign an agreement before the P-Card can be issued.
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.
The department must then submit a P-Card Application form for each card requested. The application form must be signed by the cardholder requesting the card and the department business manager.
Related Requirements
University Policies, Standards, and Procedures
Contact Information
Primary Contacts
| Subject |
Contact |
Telephone |
E-Mail |
| P-Card Purchases |
P-Card Office |
919-962-2255
919-962-2258 |
pcard@unc.edu |
| Suspicious Transactions |
Bank of America fraud department |
1-866-500-8262 |
|