PCard/Purchasing (Region Assistance)

For PCard assistance in the South East Region contact:

Lee Ann Johnson (johnson82@ag.osu.edu)
or
Becky Hooper (hooper2@ag.osu.edu)

PCard/Purchasing Forms:

PCard Transaction Form (pdf)

PCard Tracking Log (pdf) [updated February 2007] (includes columns for both estimated and actual purchase price)

Purchase Pre-approval Form (pdf) - County Directors need to have Bev's approval before making purchasing on the PCard (either using this form or by sending an e-mail request to kelbaugh.1@osu.edu)

Food and Beverage Documentation Form (Excel)

PCard Users Agreement Form (Word)

PCard Manager Agreement Form (Word)

PCard Unit Approver Agreement Form

PCard Maintenance Form (Word)

Tax Exempt Form (Word)

Tax Exempt Form - City of Columbus Hotel/Motel Excise Tax (pdf) - for Travel Card Users only

PCard Acceptance Form (fka Dispute/Usage Agreement Form)

Requisition Template (Excel)

PCard/Purchasing Guides:

University PCard Guidelines

Extension Internal Control Structure for PCard (pdf) and Addendum from 4/09 (pdf)

PCard changes effective April 2009 (PowerPoint)

Restricted Purchases (Word) [10/29/09] (*note - changes have occurred in April 2009 [above link] and this document has not been revised to reflect changes)

PCard/Purchasing Tips (as they have appeared in Monday Messenger/Monday Update)

Tax Compliance Info

New User Manual (pdf)

Purchases Requiring Special Review and Approval

Reminders and Clarifications:

PCard and Travel Card Documentation Tips (6/08...revised 6/09)

from review of SE Region PCard documentation (2/08)

Split Transactions - more details on what constitutes a split transaction. Split transactions are a considered a very serious infraction (10/9/07)

from meeting with Business Office (11/06) - information still pertinent (6/09)

PCard Frequently Asked Questions (Word) [6/06...revised 6/09]