University Card
University Cards are provided authorized university employees, at the request of their department or area, to make allowable purchases of goods and services on behalf of the university. There are three types of university cards:
- Purchasing Card (PCard) – A card issued to authorized employees to make allowable purchases of goods and services on behalf of the university.
- HAZMAT Card – A type of PCard issued to authorized employees primarily to make allowable purchases of select hazardous materials on behalf of the university. Environmental Health and Safety (EH&S) manages administration, maintenance, and compliance review of this card.
- Travel Card – Departmental and/or individual cards issued by the university designed to simplify and streamline the process of paying for university travel expenses.
Cardholders must complete the appropriate required training prior to obtaining a card.
Training Plans
Training Plan to Obtain a PCard
REQUIRED TRAINING
- FIN – Introduction to Purchasing (E-Learning)
- FIN – Purchasing Card (PCard) Training (E-Learning)
Note: Completing this training does not satisfy the training requirements to gain access to the Oracle Internet Expenses - Procurement Card Application. If you are a cardholder or delegate who needs to verify PCard transactions by submitting a purchasing card verification report (PRC), see the Oracle Internet Expenses (IE) training plan.
Training Plan to Obtain a Travel Card
Required Training
- FIN – Travel Card Training (E-Learning)
Optional Training
- Business and Travel Expense (BTE) Policy Overview (Tutorial)
- FIN - Business and Travel Expense (BTE) Overview
Note: Completing this training does not satisfy the training requirements to gain access to the Oracle Internet Expenses - Procurement Card Application, which is used to verify Travel Card transactions. If you are a cardholder or delegate who needs to verify Travel Card transactions by submitting a purchasing card verification report (PRC), see the Oracle Internet Expenses (IE) training plan.
Training Plan to Obtain a HazMat Card
Environmental Health and Safety (EH&S) manages the administration, maintenance, and compliance review of the HazMat Card.
REQUIRED TRAINING
-
FIN – Introduction to Purchasing (E-Learning)
-
FIN – Purchasing Card (PCard) Training (Instructor-led or as an online e-learning course)
-
(Instructor Led)
-
if working with hazardous materials in a laboratory
-
if you will be working with hazardous materials in a non-laboratory setting
Note: Completing this training does not satisfy the training requirements to gain access to the Oracle Internet Expenses - Procurement Card Application, which is used to verify HazMat Card transactions. If you are a cardholder or delegate who needs to verify HazMat Card transactions by submitting a purchasing card verification report (PRC), see the Oracle Internet Expenses (IE) training plan.