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PROCUREMENT CREDIT CARD (PROCARD) PROGRAM The Procurement Credit Card Program (ProCard) simplifies the procurement process for low dollar purchases. It delegates authority and responsibility to cardholders to purchase these items directly from suppliers and replaces the need for requisitions, purchase orders, invoices and checks. The ProCard should be used as the first option before other existing methods to obtain supplies and goods costing less than the transaction limit and which are not otherwise prohibited.
APPLICATION PROCESS AND MAINTENANCE Step 1: APPLYING FOR A GE CORPORATE CREDIT CARD This step-by-step guide will walk you through the online application process. Your GE Application will be routed electronically to your Approving Official (Mgr 1), and then to the Vice President or, in the case of Academic Affairs cardholders, to the Dean (Mgr 2) of your area for approval. GE will then send your card to our office and we will notify you. To avoid the cancellation of your application, please notify your Approving Official (Mgr 1) and your Vice President or Dean (Mgr 2) that they will receive an email from GE containing the application for approval. Step 2: SAM (Strategic Account Management) is the online database for maintaining your procard account. Here you will review your transactions and run the monthly reports.
Before using your new card please review and become familiar with the processes and procedures contained in the following documents Procurement Credit Card (ProCard) Program Handbook -This details cardholders' responsibilities, how best to use the ProCard, prohibited and restricted uses, monthly transaction reconciliation and more. First Time Users Log on- Instructions on how to log into SAM and Changing Your Password. ProCard Transaction Review Guide - Step-By-Step guide for reviewing transactions, changing accounting information, and printing your monthly transaction reports in SAM. ProCard Cycle Dates - List of dates month by month that define the start and end of each ProCard cycle period, the dates transactions must be reconciled by, the dates on or after which transaction reports should be run, and the dates for submission of reports and receipts to Accounts Payable. SAM Quick Tips for Macs - Guidelines for using the SAM application on a MAC. Prohibited & Restricted Purchases - Print this one page list of items that cannot be purchased using the ProCard, and the steps required for using the card on items that have restrictions. Category Codes - We have minimized the list of category codes to only those items the University is mandated to track and report on. Please take time to review your transactions and make sure to use the correct code. Category Code for Recycled Products - This list provides a description of the types of products which make up each category. If you are unsure if a product contains recycled materials, please check with the vendor. Merchant Category Code (MCC) List - Banks assign these codes to merchants using credit cards based on the nature of their business, and the predominate types of goods and services they offer. Humboldt State University has assigned a status to either approve or decline transactions depending upon this MCC. If you have a transaction declined, it might be due to the MCC. Please call our office as soon as you are aware of the declined transaction.
FORMS ProCard Revision Form - Use this form to change cardholder information, single transaction and/or monthly credit limits or default chartfields. Lost Receipt Memo - Use this form if the original receipt has been lost or destroyed.
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