TABLE OF CONTENTS
- 2.1 Roles & Responsibilities
2.1.1 Department Head
2.1.2 Liaison
2.1.3 Cardholder / Responsible Cardholder
2.1.4 Department Card - Authorized Individual for Specified Transaction
2.1.5 Reconciler
2.1.6 Fiscal Officer Approver - 2.2 Training Requirements
2.2.1 Cardholder and Responsible Cardholder
2.2.2 Reconciler and Fiscal Officer
2.2.3 Liaison - 2.3 PCard Issuance and Banking Software Access
2.3.1 Legal Name Individual PCards
2.3.2 Legal Name Responsible Cardholder of Department Card
2.3.3 Legal Name Reconciler Login
2.3.4 Legal Name Fiscal Officer
2.3.5 Employment Status
2.3.6 Non-Home Department Card Issuance
2.3.7 Multi-PCard Issuance
3.0 Purchasing Card Process Overview
4.0 Documentation Requirements for FSO
- 5.1 Individual
- 5.2 Department
- 5.3 GHOST Card
- 6.1 PCard Plus
6.1.1 Circumstances for Use
6.1.2 Unallowable Expenditures
6.1.3 Responsibilities - 6.2 Travel Enhancements
6.2.1 Employee Travel
6.2.2 Non-Employee Travel
6.2.3 UA Student Employee Travel - 6.3 Hotel Enhancement
- 7.1 Spending Limits
7.1.1 Single Purchase Limits
7.1.2 Monthly Purchase Limits
7.1.3 Transaction Limits - 7.2 UAccess Financial Account Numbers for PCard Program
7.2.1 Default Accounts
7.2.2 Restricted Accounts
8.0 Transactions for Goods/Services
- 8.1 Restrictions / Requirements / Limitations (Table)
- 8.2 University Contracts
- 8.3 Preapprovals
9.0 Reconciliation and Fiscal Officer Approval
- 11.1 Individual PCards
- 11.2 Department PCards
13.0 Phone & Internet Ordering Information
- 14.1 Pyramiding / Fragmenting
- 14.2 Not Approved
- 14.3 Not Reconciled
- 14.4 Single Established PCard Limit Violations
- 14.5 Unauthorized Sharing of a PCard
- 14.6 Purchase Rewards
- 14.7 FSO Compliance
14.7.1 Link to FSO (Restricted Commodities; Personal Purchases; University Policies; FSO Policies) - 14.8 University of Arizona's Misuse of Assets Policy
15.0 Activating / Renewing / Cancellation of PCards
- 15.1 Activation
- 15.2 Renewal
- 15.3 Cancellation