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

Summary

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.

Body

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 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  

Details

Details

Article ID: 131440
Created
Thu 4/8/21 9:09 PM
Modified
Fri 3/24/23 10:44 AM
Responsible Unit
School, Department, or other organizational unit issuing this document.
F&O-Finance
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
Next Review
Date on which the next document review is due.
03/01/2024 12:00 AM
Last Review
Date on which the most recent document review was completed.
03/01/2023 12:00 AM
Last Revised
Date on which the most recent changes to this document were approved.
03/21/2023 12:00 AM
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.
03/24/2023 12:00 AM
Origination
Date on which the original version of this document was first made official.
01/01/2000 12:00 AM