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How to Complete Procurement Card Application for a New Card or Changes

Applying for New Procurement Card

Cardholders Transferring to Another Department

Credit Limit - Increase or Decrease

Cancel Procurement Card

Change of Address of Cardholder

Applying for New Procurement Card

  • Complete and print the University Procurement Card Application & Agreement.
  • Acquire the necessary signatures:
    1. Cardholder signature (required)
    2. Department Head approval signature (required)
    3. Dean/director approval signature (necessary if they are the direct supervisor of the future cardholder)
  • Make one copy of the signed document, both pages, for personal future reference.
  • Send original paperwork to Purchasing and Payables/Business Operations, Mail Code 0008.
  • Upon approval of the application, an email will be sent to the future cardholder with instructions for access to an online Procurement Card Program training course delivered through UNI eLearning. This course must be completed by the cardholder prior to picking up the Procurement Card.
  • The applicant will be contacted when the card arrives to set up a time to pick up the Procurement Card in person (bring photo ID).
  • Procurement Card Program re-certification is required of all cardholders by completing the Procurement Card Program training course annually.

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Cardholders Transferring to Another Department

  • Before existing cardholders can transfer their card to another department, they must receive proper approval for use of an existing card in another department. An application and department approval needs to be provided.

    Note: The Procurement Card cannot be transferred to another individual.

    1. Complete and print the University Procurement Card Application & Agreement. Indicate on top of the application/agreement:
      1. Name of old department and "transferred to" name of new department (i.e. Prior department was Biology – transferred to the Library)
      2. The last 4 digits of your current procurement card number
    2. Acquire the necessary signatures:
      1. Cardholder signature (required)
      2. Department Head approval signature (required)
      3. Dean/director approval signature (necessary if they are the direct supervisor of the future cardholder)
    3. Make one copy of the signed document, both pages, for personal future reference.
    4. Send original paperwork to Purchasing and Payables/Business Operations, Mail Code 0008.

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Credit Limit - Increase or Decrease

  • Permanent Change:

    1. Complete and print the University Procurement Card Application & Agreement. Indicate on top of the application/agreement:
      1. "Credit limit change only"
      2. The last 4 digits of your current procurement card number
    2. Acquire the necessary signatures:
      1. Cardholder signature (required)
      2. Department Head approval signature (required)
      3. Dean/director approval signature (necessary if they are the direct supervisor of the future cardholder)
    3. Make one copy of the signed document, both pages, for personal future reference.
    4. Send original paperwork to Purchasing and Payables/Business Operations, Mail Code 0008.
    5. Purchasing and Payables will make the change and notify the cardholder when complete. Cardholder should allow for at least one work day for the change to take effect.

    Temporary Change:

    1. Locate the Pro-Card Change Form on the Office of Business Operations (OBO) website.
    2. Indicate "Temporary Limit Change" in the Type of Change field.
    3. Fill in required information.
    4. Submit the online form.
    5. An email will be sent to the cardholder's Department Head or designee for approval.
    6. Once necessary approval has been acquired, Purchasing and Payables will make the change and notify the cardholder when complete. Cardholder should allow for at least one work day for the change to take effect.

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Cancel Procurement Card

  • Locate the Pro-Card Change Form on the Office of Business Operations (OBO) website.
  • Indicate "Cancel Card" in the Type of Change field.
  • Fill in required information.
  • Submit the online form.
  • A notification email will be sent to the cardholder's Department Head or designee.
  • Purchasing and Payables will cancel the card.
  • Destroy and discard the Procurement Card. Do NOT send an active Purchasing Card through campus mail.

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Change of Address of Cardholder

  • Locate the Pro-Card Change Form on the Office of Business Operations (OBO) website.
  • Indicate "Address Change" in the Type of Change field.
  • Fill in required information.
  • Submit the online form.
  • A notification email will be sent to the cardholder's Department Head or designee.
  • Purchasing and Payables will make the change and notify the cardholder when complete.

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