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 Lora Lee Bertig (llbertig@iup.edu), Clark Hall, Room B31, 724-357-7701.

For assistance with monthly documentation, contact Chris Patterson (cpatter@iup.edu), Clark Hall, Room B18, 724-357-5567.

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 in the Works website.

Purchasing Card Enrollment Form

Form needed to enroll in the Purchasing Card program. Download fillable form, complete, and email to Lora Lee Bertig at llbertig@iup.edu 

Purchasing Card Change Request Form

Form needed to make changes to an existing card profile. Download fillable form, complete, and email to Lora Lee Bertig at llbertig@iup.edu 

IUP Purchasing Card Program Procedural Guidelines

Instructions for obtaining a card, record keeping, and more

IUP Purchasing Card Document

Limits, acceptable uses, and definitions of the IUP Purchasing Card Program

Missing Receipt Form

Form to use when missing a Purchasing Card receipt

PA Exemption Certificate

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