IUP's Purchasing Card program is designed to improve efficiency in purchases of $1,000 or less that are not available in SourcePoint.
The Purchasing Card is to be used for merchandise, not services. There are restrictions on the use of the card; for example, you cannot use the Purchasing Card to purchase gifts, food, or entertainment. Please refer to the IUP Purchasing Card Document for more details.
The Purchasing Card program will do the following:
- Reduce the use of departmental purchase requisitions and purchase orders in procuring appropriate items with a cost of $1,000 or less
- Provide an additional avenue for procuring high-volume, low-dollar items
- Allow cardholders the ability to initiate transactions by telephone, fax, or internet, within the limits of this policy
The Purchasing Card program is for official university purchases only.
Purchasing Card Help
For assistance with obtaining Purchasing Cards, address changes, department changes, cancellation of cards, and training sessions, contact Khristina Connor (kconnor@iup.edu), Clark Hall, Room B16, 724-357-6297.
For assistance with monthly documentation, contact Chris Patterson (cpatter@iup.edu), Clark Hall, Room B18, 724-357-5567.
PASSHE Procurement Card Resource Center (sharepoint.com)
Bank of America Cardholder Support: 1-888-449-2273
Review and reconcile transactions
Purchasing Cards Documents and Forms
Bank of America 2024 Commercial Card Cycle Dates
Table showing billing cycles of IUP Bank of America Purchasing Card
Cardholder Transaction Reconciliation Instructions
Instructions on Works website to allocate, upload receipts, and sign off on transactions
Approver Instructions - Sign Off on Cardholders' Transactions
Instructions for approvers to sign off on cardholders' transactions on the Works website.
Purchasing Card Enrollment Form
Form needed to enroll in the Purchasing Card program. Download fillable form, complete, and email to Khristina Connor at kconnor@iup.edu
Purchasing Card Change Request Form
Form needed to make changes to an existing card profile. Download fillable form, complete, and email to Khristina Connor at kconnor@iup.edu
IUP Purchasing Card Program Procedural Guidelines
Instructions for obtaining a card, record keeping, and more
Limits, acceptable uses, and definitions of the IUP Purchasing Card Program
Form to use when missing a Purchasing Card receipt
Form to present to vendor when making a purchase with your purchasing card to avoid being charged Pennsylvania Sales Tax
Global Card Access (GCA) Registration/Training
Purchasing cardholders can register purchasing cards to obtain/change PIN#, sign up for alerts, and can use the GCA Mobile App. It is important to note this online portal does not replace anything in Works, and the "Statements and Payments" section (pages 7-11) does not apply to purchasing cardholders.
Website: Bank of America Global Card Access
Setting Date Range to View Only Current Transactions
Instructions for viewing current transactions