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Obtaining a PCard is a privilege granted to faculty and staff that must be used in a responsible and appropriate manner. Therefore, in order to obtain a PCard, an applicant must first attend a Training Session in its use. Payment and Procurement Services staff will gladly assist potential cardholders in determining how a PCard can help streamline their purchasing needs.

Below are the steps necessary in order to obtain a PCard:

  1. Email application requests to pcardapp@mail.twu.edu. For security purposes, the application is not available online. (You must send this request from a TWU email address.)  

  2. You will receive the JP Morgan Chase Application and the Cardholder Authorization form from the PCard Coordinator. These forms will provide Payment and Procurement Services with necessary information about:  

    • The Cardholder
    • The default account for payments (with the exception of friends acounts, a fund 19 may NOT be used as the default account)
    • The Account Approver/Manager’s authorization of your Application and subsequent designation of your delegated purchasing authority within the procedures of Texas Woman’s University.  The Account Approver/Manager MUST be above the Cardholder in TWU's Employee Hierarchy.  

       

  3. The Cardholder will submit the completed JP Morgan Chase Application and signed Cardholder Authorization form to the PCard Coordinator.  

  4. When the card arrives in the Controller’s office, the Coordinator will contact the Cardholder about the dates and times available for the Training Session.  In order for the PCard to be issued, applicants need to bring a copy of a photo I.D. to the session for identification and sign the Cardholder Agreement Form.  

  5. The card MUST be activated by dialing the number located on the card from a TWU phone number.  

Renewing a Procurement Card

When the PCard has expired and is eligible for renewal, the cardholder MUST attend retraining. The Coordinator will contact the Cardholder about the dates and times available for the Training Session.

Texas Woman's University is implementing this policy in order to maintain proper Cardholder education and instruction on the appropriate use of the card, update the Cardholders on possible changes to the program, and ensure Cardholders have current departmental and Account Approver/Manager information on file.

Training

In order to receive a PCard, the user must attend MANDATORY training that will be held several convenient times per month. Account Approvers/Managers are strongly encouraged to attend training, as well. Important information will be given so both parties understand their responsibilities and roles in the PCard program. Training will be provided in the form of a PowerPoint presentation.

page last updated 10/30/2009 10:33