Concur
- Adding Approvers and Delegates
- Procurement Card
- Travel & Entertainment Card
Procurement Card, or P-Card
Procurement Card Overview on BlinkCardholders will automatically receive a Procurement Card (P-Card) when their Express Card expires or when a new card is requested. The name change will not impact how the program works or require any action on the part of the cardholder.
Aligning with industry standard terminology
Charges will no longer automatically hit the ledger after 10 days as there will not be a default COA associated to each card nor use of a Procurement Card default account code.
Updating the reconciliation process
Charges will no longer automatically hit the ledger after 10 days as there will not be a default COA associated to each card nor use of a Procurement Card default account code.
Cardholders will create and submit an expense report via Concur with the appropriate COA/POET allocation, business justification, and receipts on a monthly basis.
How to Request a New P-Card (Student Life)
Overview
- Before applying for a Procurement Card, please review the Procurement Card Blink Pages for what restrictions and regulations apply to the card.
- Only a cardholder can submit a new card request in Concur.
- The request will be routed to the Student Life Designated Administrator (Jamie Atkinson) and Financial Unit approver before reaching the Procurement Card team for review.
Critical Concepts
Two documents are required to be uploaded to the P-Card request. Staff may also request a P-Card on behalf of an employee as long as they are a delegate for that employee. View the instructions below.
Attachments Required to Complete P-Card Request
- 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
- Please make sure the following people are listed with these positions on the form:
Request on Behalf of Another Employee
- 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.
Step-by-Step Guide
Detailed instructions for Student Life Staff on how to request a new P-Card, including how to navigate Concur, attach required documents, submit the P-Card request, and the steps after receiving the P-Card.
Food Policy Update
The P-Card can be used for food (delivery/pickup) for student programmatic events up to the limit ($4,999). The catering policy can be found here.
The cardholder may need to request to add the food exception to their P-Card if they have not already done so. Beginning April 1, 2022, this is a Concur Request.
If an order exceeds the $4,999 limit, you’d need to submit an increase request in Concur to have the limits raised.
P-Card FAQ
See answers to frequently asked questions about Procurement-Cards on Blink.
Highlights:
- Fraud or Lost/Stolen P-Cards
- Restricted Purchases