Purchasing Card

  • The Office of Financial Operations is currently closed to the public until further notice. You may still contact Office of Financial Operations personnel via phone and email. Please see the Purchasing Card Help section below. 

    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

  • Instructions for Electronic Submission of Monthly Purchasing Card Documentation
    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 2021 Commercial Card Cycle Dates
    Table showing billing cycles of IUP Bank of America Purchasing Card
    IUP Purchasing Card Training Manual
    Presentation on use of IUP's Purchasing Card
    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
    Reviewing Transactions and Making Comments in Works
    Instructions for reviewing your transactions and adding comments in Works
    Scheduling and Running a Report in Works
    Instructions for scheduling and running your statement of account report in Works
    Purchasing Card Enrollment Form
    Form needed to enroll in the Purchasing Card program or make changes
    Purchasing Cardholder Agreement Form
    Form to be completed and signed when you are issued your card
    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
    Purchasing Card Transaction Log
    Transaction Log for Purchasing Card
    Setting Date Range to View Only Current Transactions
    Instructions for viewing current transactions
    Disputing a Transaction
    Instructions for disputing a transaction with Bank of America