The University uses procurement cards issued by US Bank. Cardholders are required to take online training, to follow purchasing rules and adhere to the procurement card handbook. The cardholder is ultimately responsible for following the rules and this includes ensuring all appropriate documentation is maintained.
Procurement card transactions are processed in the online expense system called Concur Travel and Expense System. Cardholders or their expense delegates prepare reports monthly to identify an expense type, business purpose, and allocate those transactions to the Finance system.
Cardholders must certify and submit their own reports. An Approving Official (AO) is assigned to each cardholder. AOs are also required to take online training. AOs review transactions, request additional justification when warranted, and approve their cardholder reports.
A key piece of advice is to be familiar with the list of prohibited transactions as well as our Sensitive Expenses policy to ensure due diligence on the front-end of a purchase.
Each Monday you will receive a list of the previous week’s transactions for your cardholders to help you maintain control over purchasing. Employees and non-employees may participate in the program.
If the applicant (Cardholder Approving Official or Expense System Delegate) is not an employee, the sponsoring department must first obtain a Person of Interest/POI # at the Type 15 level (Security Access) from the HRMS System for that individual.
Please note students and temporary personnel are not authorized cardholders. Refer to the PSC Forms page to download cardholder applications, approving official applications or update forms.