Purchasing Card

Access
Document	Description	Reconciler	Cardholder
Purchasing Card Website	Information for prospective cardholders about obtaining a card		X
Reconciler Security Access	Describes how to obtain security access for Reconciler functions	X

Training
Document	Description	Reconciler	Cardholder
Purchasing Cardholder Training and Quiz	Required training for prospective cardholders		X
Reconciler Training	This training/refresher program offered via ZOOM is recommended for new reconcilers and is a good refresher for seasoned reconcilers. Upcoming sessions: September 17,2019; 9-10:30am November 7,2019; 2-3:30pm	X

Forms
Document	Description	Reconciler	Cardholder
Dispute Form	Completed by individuals who suspect unauthorized charges; must be filed with PNC Bank within 60 days from date of purchase.	X	X
Portrait Form	Purchasing Card Support Form	X	X
Purchasing Card Reconciler Delegation Form	Completed by individuals who need to reconcile purchasing card transactions	X	X
Substantiation Form for Lost or Unobtainable Receipts	Used if a cardholder lost or cannot obtain the receipt; requires the appropriate approvals before the transaction can be reconciled	X	X
Purchasing Card Limit Increase Request Form	Used if a cardholder's limits need to be permantley increased beyond policy maximum or when requesting a new Travel Arranger card. For instructions on how to complete an electronic signature, please see this tutorial.	X

Reference
Document	Description	Reconciler	Cardholder
Acceptable Receipts	Describes receipts require, steps to take to obtain receipts, how to handle credits and duplicate transactions, and lost receipts	X	X
eBuy	Online system for purchasing - makes process of purchasing much easier, no receipts, receiving reports or Pcard support form required		X
IBIS Reference	Documentation for IBIS forms and transactions	X	X
Group Meal Information & Form	Documentation for group meal form and information	X	X
PNC Online Bankcard Center	As of July 31, 2015, PNC moved to a new online account management page. Follow the link for New Information.		X
Purchasing Card Policy	Provides regulations to be observed in using the Purchasing Card	X	X
Purchasing Card Procedure	Provides procedures for management of the use of the Purchasing Card (PC2009)	X	X
Purchasing Site FAQ’s	Includes answers to questions regarding access, use of card, and lost or stolen cards	X	X
Purchasing Card FAQ’s	Includes answers to questions to frequently asked questions regarding the Purchasing Card	X	X
Purchasing Card Reconcilers Reference Sheet	A quick reference guide for reconciling duties-extremely helpful for new reconcilers!	X
Specific Restrictions on Goods and Services	Lists items that are not permissible or are permissible only in certain situations when using the Purchasing Card	X	X
X-Coding Procedure	Guideline that applies to general fund accounts and details costs not allowable under OMB Circular A-21	X	X
Year-End Processing General Rules	Reviews the procedures for year-end processing of Purchasing Card transactions	X	X

Contacts
Document	Description	Reconciler	Cardholder
Purchasing Card Contacts	Purchasing Card Coordinators and PNC Bank	X	X
Purchasing Card Reconciler Listserv	Instructions on how to subscribe to the Purchasing Card Reconciler listserv	X

Chip and PIN Cards
Document	Description	Reconciler	Cardholder
Chip and PIN FAQ's	Includes answers to questions regarding Chip and PIN technology in the reissued purchasing cards		X
Chip and PIN Cards	Information regarding the conversion of all current purchasing cards to Chip and PIN cards		X