Introduction

 Purchasing Card Information and How it Works

• How it Works

• Benefits to the Cardholder /Department

 Purchasing Card Administration

• Activating a Purchasing Card

• Canceling Purchasing Cards

• Renewal of Existing Purchasing Cards

• JPMorgan Chase Customer Service Number

• Lost or Stolen Purchasing Cards

• Disputing a Transaction

• JPMorgan Chase Smart Data Online (SDOL)

• Tax Exemption Number

• Agency Number

• Vendor Assigned Tax Exempt Numbers

• Record Keeping

• Purchasing Card Audits

• Misuse of the Purchasing Card

• Post Audit Action 

• Moving the Charges to the Appropriate Accounts

• Reallocating Expenses

• Using the Purchasing Card for Grant Purchases 

• Grants Purchases Checklist

 Contract Compliance

• Listing of Approved and Restricted Purchases

 Responsibilities and Use of Card

• Responsibilities of the Cardholder

• Ordering Process

• Billing Address

• Shipping Instructions

• Proof of Purchase Documentation

• Document Retention

 Appendix  – Purchasing Card Program Forms

• Purchasing Card Application Form 

• Cardholder Agreement Form

• State Tax Exemption Form and Policy Statement

• Purchasing Card Documentation Form

• Journal Voucher Request Form and Procedures

• Instructions to Access PVS Net to view transactions or generate a copy of a statement (In Word Format)
    (In PDF Format)