Getting Started
Step 1 Determine whether you meet the following cardholder criteria
Step 2 Determine who will be the Approving Official
Step 3 Complete the PCard Application
Step 4 Obtain PI Approval on Application and on PI Delegation Form
Step 5 Forward Application to your SRA Administrator
Step 6 Attend Cardholder Training
Step 1 - Determine whether you meet the following cardholder criteria
Determine Eligibility and Need by asking the following questions:
- Does your department often purchase routine, low value goods and services (i.e., office supplies under $1,000)?
- Are you often using personal funds to purchase needed items, then submitting a request for reimbursement?
- Are you the PI or Project Director for the funds you will be making purchases for? If not, are you a salaried SDSU or SDSURF employee?
If you have answered yes to each question in Step 1, go to Step 2. If not, and you have further questions, please contact the PPA at 619-594-5622 or at sdsurfpc@foundation.sdsu.edu
Step 2 Determine who will be the Approving Official
The Approving Official (AO) oversees the cardholder activity and ensures all transactions are appropriate, properly supported with detailed documentation, and have been properly allocated to the correct fund and account codes on the web-based application, PaymentNet The AO must be:
- A salaried SDSU or SDSURF employee
- Must be authorized signer on all funds associated with Org requested
- Must be the PI/Project Director OR
- Must have PI delegated authority. See Step 4
In many instances, the Cardholder and AO may be the same providing the cardholder meets the requirements described in both, Step 1 and Step 2. If you have any questions regarding who is eligible, please contact the PPA at 619-594-5622 or at sdsurfpc@foundation.sdsu.edu
Step 3 Complete the PCard Application
Print and complete the New Card Application (Word Format, 398KB)*. If you have any questions regarding completing the application, please contact the PPA at 619-594-5622 or at sdsurfpc@foundation.sdsu.edu
Step 4 Obtain PI Approval on Application and on PI Delegation Form
If the PI is not the Cardholder, the PI must sign the Cardholder Application. If the PI is not the Cardholder or the AO, the PI must sign the application AND the PI Delegation of Approving Official Responsibilities form. If you have any questions regarding whether the PI is required to sign the forms, please contact the PPA at 619.594.5622 or at sdsurfpc@foundation.sdsu.edu
Step 5 Forward Application to your SRA Administrator
After reviewing the application and verifying signature authority, the SRA Administrator forwards the application to the Procurement Program Administrator (PPA) for processing. If you have any questions regarding who your SRA Administrator is, contact the PPA at 619-594-5622 or at sdsurfpc@foundation.sdsu.edu
Step 6 Attend Cardholder Training
Upon receipt of your application, the PPA will contact you to confirm that your card has been ordered, as well as to schedule a training class for the Cardholder and Approving Official (if applicable). Attend cardholder training class offered by the Procurement Card Program (see training schedule). If you have any questions regarding the training schedule, please, contact the PPA at 619-594-5622 or at sdsurfpc@foundation.sdsu.edu
* Note: Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view. Download Adobe Acrobat Reader.
* Note: Documents in Word format (DOC) require Microsoft Viewer, download Microsoft Word Viewer.