Purchasing Card
IUP's Purchasing Card program is designed to improve efficiency in the processing of high volume, low dollar purchases. The Purchasing Card must be used in lieu of a Purchase Requisition when the total cost of the commodities being purchased is $500 or less.
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
- Eliminate the need for petty cash accounts held by departments
- Reduce paperwork and 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
Beginning with the September 2020 billing cycle, all Purchasing Card Transaction Logs, BOA Statement of Accounts, and receipts will only be accepted electronically. Please follow these instructions to submit your monthly documentation.
Bank of America 2023 Commercial Card Cycle DatesTable showing billing cycles of IUP Bank of America Purchasing Card
IUP Purchasing Card Training ManualPresentation on the use of IUP's Purchasing Card
IUP Purchasing Card Program Procedural GuidelinesInstructions for obtaining a card, record keeping, and more
IUP Purchasing Card DocumentLimits, acceptable uses, and definitions of the IUP Purchasing Card Program
Reviewing Transactions and Making Comments in WorksInstructions for reviewing your transactions and adding comments in Works
Instructions for scheduling and running your statement of account report in Works
Purchasing Card Enrollment FormForm needed to enroll in the Purchasing Card program or make changes
Purchasing Cardholder Agreement FormForm to be completed and signed when you are issued your card
Missing Receipt FormForm to use when missing a Purchasing Card receipt
PA Exemption CertificateForm to present to vendor when making a purchase with your purchasing card to avoid being charged Pennsylvania Sales Tax
Purchasing Card Transaction LogTransaction Log for Purchasing Card
Setting Date Range to View Only Current TransactionsInstructions for viewing current transactions
Disputing a TransactionInstructions for disputing a transaction with Bank of America