Procurement Card, or P-Card

When contacting US Bank you will need to verify your identity. In order to do so, you will need to have the following:

• Social Security (UC Path Employee ID, can be found by logging into UC Path, ID will be displayed in top left corner)
• Name of Program Administrator for UCSD: Patrick Etienne
• Phone number
• Card limits ( Standard Credit limit: $20k -- Standard Single purchase limit: $4999)
• UCSD email address
• Address: 9500 Gilman Drive, (your Mail Code), La Jolla CA 92093 

The information that US Bank has was pulled from the cardholder agreement you completed and signed. You can also log into Access Online in US Bank to obtain your card profile information.

For additional information go here.

Sign up for Real-Time Fraud Alert

If the bank suspects fraudulent activity on your Procurement Card, it will put an "account alert" on the card and call you to:

• Review recent transactions and account activity
• Identify fraudulent activity
• Cancel the card (if necessary) and issue a replacement card
• Credit the account for any fraudulent transactions

To register for fraud alerts:

1. Log in to Access Online.
2. Go to My Personal Information > Account Alerts > Fraud Alerts to enroll.
3. Provide or confirm your contact information, select how you would like to receive your alerts (text/email), accept the terms and conditions, and click Submit.
   • For text alerts, you will receive a text confirming your selection.
4. How To Answer Fraud Alerts: U.S. Bank cardholders can elect to receive a real-time fraud alert via SMS text and/or email when suspicious activity has been detected on their Procurement Card. You will be able to reply on the spot that the transaction is valid or fraudulent, ensuring fewer unnecessary declines and quick protection in the event of attempted fraud.
5. If you receive a fraud alert via SMS text, your card will be put in “FR” (fraud) status, and subsequent activity will be declined. You will have 15 minutes to respond “valid” or “fraud.”
   • By responding “valid,” the fraud block on your card will be cleared, and no further transactions will be affected. By confirming “fraud,” your card will be protected from additional activity. You can either call the number provided in the text, or a U.S. Bank fraud agent will contact you shortly.
   • If you receive an email alert, you should call the service center number provided in your email.
     • You will not be able to respond to the email to clear the fraud. The alert will follow the existing fraud-detection process, and a U.S. Bank fraud analyst will call you.

Once your account has been registered these tools will become available through USBank:

View Transactions

1. Go to U.S. Bank Access Online.
2. From the Welcome/Login page:
   • Enter Organization Short Name (UCSD), User ID and Password.
   • Click the Login button.
   • View Transactions
3. From the Access Online page:
   • Click Transaction Management in the left-hand navigation bar.
   • From the Transaction Management page, click the Transaction List link - you will see a list of transactions for the open billing cycle.
   • To view transactions from a different billing cycle, click the arrow next to ‘Open’, select a billing cycle and click the Search button. You can also search for specific transactions using the expanded Search Criteria.

View Statements

1. After logging in, click Account Information in the left-hand navigation bar.
2. Click the Cardholder Account Statement link.
3. Using the drop-down menu, select a billing cycle and click the View Statement button. You can view statements for the last 2 years.

View Available Credit

1. After logging in, click Account Information in the left-hand navigation bar.
2. Click the Cardholder Account Profile link then click the Authorization Limits link. You will see your available credit for the current cycle.

If U.S. Bank calls you to verify your Procurement Card activity

• Give your employee number instead of your Social Security number. (You should never have to give your Social Security number.)
• Give your own UCSD phone number as the telephone number.
• Give 9500 Gilman Drive and your department Mail Code as the address.
• Review recent transactions for possible fraudulent activity.
• Notify your Procurement Card Department Administrator if the bank canceled your card.

Once the Procurement Card has been charged, the purchase cannot be removed.  To avoid a violation against the cardholder, the department administrator and the cardholder should seek a refund from the supplier as the initial corrective action item.  Additional information here.

• Common Purchases and Restrictions
• How to Reconcile Transactions and Create a Procurement Card Expense Report
• Timeframe for Reconciling Procurement Card Transactions
• How to Create a Procurement Card Action/Update Request  (Limit increase) 

• Complete the University Procurement Card Program training and save completion certificate, before starting this request.
• Sign and complete the Procurement Card Cardholder Agreement. 
  • Please make sure the following people are listed with these positions on the form:
    • DA – Jamie Atkinson, jatkinson@ucsd.edu
    • MSO/DBO – Doug Carlone, dcarlone@ucsd.edu 

• To process a Procurement Card Request on behalf of another UCSD employee, the employee will need to add you as their delegate. How to act as a Delegate in Concur.
• Concur identifies the employee payee under the Payment Type: Payment to Employee as the user submitting the expense report, or the user that the delegate is acting on behalf of. 

To learn how to assign users to act on your behalf, please see the KBA on How to add a Request Delegate and an Expense Delegate in Concur.