1252.1 - University of North Carolina at Chapel Hill Procedure on Obtaining a Purchasing Card

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  
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Details

Article ID: 131440
Created
Thu 4/8/21 9:09 PM
Modified
Wed 1/25/23 1:54 PM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
03/14/2019 12:00 AM
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Travel and Payment Card Services Manager
Last Review
Date on which the most recent document review was completed.
03/14/2019 12:00 AM
Last Revised
Date on which the most recent changes to this document were approved.
03/14/2019 12:00 AM
Origination
Date on which the original version of this document was first made official.
01/01/2000 12:00 AM
Responsible Unit
School, Department, or other organizational unit issuing this document.
F&O-Finance