UNCG PCard Compliance

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11/05/09

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UNCG Home > Business Affairs > Business Services > Purchasing > PCard

PCard Information, Forms & Applications


How to Apply for a PCard
Applications For Cardholders:
Applications For Card Coordinators:
Note: Coordinators do not need to complete the Card Holder Request/Change Form in addition to the Coordinator Request/Change Form.
If you have any questions please refer to the PCard FAQ before calling the PCard Office. For assistance, feel free to contact:

Rachael Walker, PCard Specialist, 334-4461,
rdwalke2@uncg.edu

Please note: some items require the Adobe Acrobat PDF Reader, which can be downloaded from the Adobe web site.

For Cardholders

Form/Information

Description

Last Updated

UNCG PCard User's Guide (pdf)
Policies and Procedures for the UNCG PCard Program
07/01/2009
Employee Purchasing Card Agreement (pdf)
Review and complete this form after you have been trained.
2/16/2007
Specific Vendor Information
Instructions to use when purchasing with some vendors.
1/19/05
Order Log
Use this to track your charges each month.
7/15/06
Dispute Form (pdf)
Complete this form if you have a transaction on your statement that cannot be resolved by contacting the vendor.
1/23/2007
Missing Receipt Form
 
Complete this form for purchases in which you do not have a receipt, only AFTER you have unsuccessfully attempted to get a copy from the vendor or online. Credits, international transactions, and erroneous or fraudulent charges do not require vendor contact.
5/21/2008
Allowable/Unallowable Uses for Your PCard
This is a list of appropriate charges that you may make with your PCard.
08/24/2009

For Card Coordinators

Form/Information

Description

Last Updated

Accessing your Department's Charges and Statements (pdf)
How to access and view weekly transactions and statements via http://payment2.works.com/wpm/bookmark
2/16/2007
PCard Coordinator Change Form
Complete this form when a departmental PCard Coordinator either leaves employment or gets another position within the department and coordinator duties are assigned to another individual.
5/21/2008
Missing Receipt Form
 
Complete this form for purchases in which you do not have a receipt, only AFTER you have unsuccessfully attempted to get a copy from the vendor or online. Credits, international transactions, and erroneous or fraudulent charges do not require vendor contact.
05/21/2008
PCard Coordinator Survival Guide
A brochure outlining contact information, account codes to use for travel and other purchase items requiring the 5 Ws, information regarding receipts, tax exemption, troubleshooting, etc. - things that you may need right at your fingertips - all in one place.
5/28/2008