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PCard Policy and Procedure Links

  • Table of Contents

  • PCard Program Overview

  • Authorized Uses of the PCard

  • Restrictions & Prohibited Uses of the PCard

  • Areas of Responsibility

  • Procedures for Becoming a Cardholder

  • Distribution and Activation of PCards

  • General Instructions for Making Purchases

  • Accountability and Internal Controls

  • Unauthorized Use, Security and Protection

  • Lost or Stolen PCards, Fraudulent & Disputed Transactions

  • Returns and Credits

  • Cardholder Account Maintenance

  • Addendum - PCard Travel Form Instructions - T1 Travel Prior Approval Request Form

SDSURF › Home (Purchasing) › Procurement Card › PCard Policy & Procedure Manual ›  Procedures for Becoming a Cardholder

Procedures for Becoming a Cardholder

The PI/PD will determine which employees have a reasonable need to routinely procure goods and services AND meet the qualifications defined in section 4.B “Cardholder Qualifications and Responsibilities.”


Under the direction of the PCA, all cardholders must:


  • Complete the PCard Program New Card Application
  • Obtain PI/PD and AM signatures
  • Submit all forms to the applicable SR administrator (Project Staff) or Department Director (Central Staff) to obtain approval
  • The SR administrator will submit all necessary forms to the PCA who will coordinate training, and new card distribution for all cardholders
  • Complete required training and sign Cardholder Agreement Form.

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  • SDSU Research Foundation
    Gateway Center
    5250 Campanile Drive
    San Diego, CA 92182
  • Email: sdsurffeedback@sdsu.edu
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