This form is supposed to be filled out as a part of the “PO_Purchasing Card Packet” but a singular copy is retained just in case only this form needs to be filled out.
The form first goes to the Cardholder to fill out and sign, then the Purchasing Card Supervisor, then the Purchasing Card Program Administrator Assistant, then the Purchasing Card Program Administrator, then finally the Agency Fiscal Officer to sign.
When the Cardholder first comes to the webform, they will need to fill out their Purchasing Card Supervisor’s name and email. They will also need to fill out their department’s name, building, room number, and select their campus location.
When they enter the form, they will need to know the single purchase dollar limit and the dollar limit per monthly billing cycle to fill out in the top section.
They will also need to know the FUND, DEPT, P-FIN, & Account numbers of their default chart string.
Lastly, they will need to have the memo saved from their department head as a pdf which they will attach to this form.