Purchasing Card Program

Purchasing Card Application eForm – New

Purchasing Card Application eForm Purpose: Use this eform to request a new p-card, e.g., if you are a new employee or transfer to a different department and your new position requires the use of a p-card. Use your UNC Charlotte login credentials to access this eform. View these FAQs for more information on the p-card […]

Purchasing Card eForm – Close

Purchasing Card eForm – Close Purpose: Use this eform to close an existing p-card account, e.g., if an employee transfers to another department, has terminated employment, the card is no longer used, or if card use is not in compliance with policy and supporting procedures. Use your UNC Charlotte login credentials to access this eForm. […]

Edit Purchasing Card eForm

Purchasing Card eForm – Edit Purpose: Use this electronic form (eForm) to report purchasing card (p-card) account changes, e.g., legal name change, change organization and fund codes assigned to the card, change spend control profiles, or change the Reconciler or Approver. Use your UNC Charlotte login credentials to access this eForm. View these FAQs for […]

Debarred Vendors List (NC Department of Administration)

Debarred Vendors List – NC Dept of Administration These files contain a list of vendors debarred from doing business with the State of North Carolina, including their location, date of debarment, and reason for debarment. Last Updated: June 1, 2021

Purchasing Card Program Training

Purpose: To provide the purchasing card accountholder, reconciler and approver roles user training workshop registration information and the related presentation. Register for this one-hour virtual P-card user training session by logging into the University’s Learning and Development Portal. Once logged into the Portal, select Learning > Learner Home. Enter “p-card” in the search box and […]

Bank of America Works

Bank of America Works The Works application is a web-based, user-friendly electronic card payment management service that automates, streamlines, and integrates existing payment authorization and reconciliation processes while providing management reporting & spending controls. Last Updated: December 8, 2014

Purchasing Card Reference Guide (PCRG)

Purpose: This guide is meant to serve as a one-stop reference for purchasing card (p-card) users and combines multiple resources into one document. There is a separate tab for each of the following: Last Updated: January 23, 2024

Purchasing Card Manual

Purpose: Provides general Information and detailed procedures for card issuance and card processes, purchasing guidelines, and documentation requirements. Last Updated: January 10, 2024

Floral Arrangements, How to Procure and Pay

Payment method: If the purchase of floral arrangements is allowable as outlined in the policies referenced below, the preferred method for purchasing floral arrangements is to use a University-issued Purchasing Card (P-card). The purchase must be under the card limit and must not conflict with any contractual agreement. Other allowable methods include: Note: Refer to […]

Memberships, How to Pay

Payment method The preferred method for paying for memberships to professional associations is to use a University-issued Purchasing Card (P-card). Other allowable methods include: Rationale and other considerations The costs associated with professional memberships related to an employee’s job duties may be allowable. The decision on allowability is based on the requirements in the Office […]