UM Procard simplifies departmental purchasing by enabling designated UM employees (cardholders) to make appropriate purchases from vendors for The University using a Visa Card.

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Reports Support: Joneal Szwedkowicz
See Also: NetID Password Management

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UM Procard At-A-Glance
The UM Procard may be used for purchases of $5000 or less and up to $15,000 if the cardholder has attended Limited Solicitation training.

UM Procard Procedure, Forms and Reports:

• Procard Purchasing Procedure
  (Including Application)
• Procard Authorization for Split Payment Request

UM Procard Instruction:

• Banner Finance and Reporting Guide for Departmental Procard Account/Business Managers
• Completing your Procard transactions - Quick Reference Guide
• Authorization for Split Payment Request Form Instruction - Quick Reference Guide
• How to Add Document Text to Fed Procard Transactions
• Banner Finance Form JAAINVT Procard Transaction Maintenance Form Training Video
• Business Services Procard Reporting Training Video

UM Procard cannot be used for:

• Cash Advances
• Per Diem Meals
• Entertainment
• Contracted Services
• Personal Expenses
• Special Requirement Items
• Purchases to be reimbursed by the UM Foundation

UM Procard holders are responsible for:

• All activity on their cards.
• Retaining all original itemized Procard receipts and submitting them to their departments' Procard Account Managers.

Reporting a Lost or Stolen UM Procard

• Report a lost/stolen UM Procard 24 hrs/7 days a week call immediately:
• Notify Procard Administrator as soon as possible.

US Bank Customer Service
1-800-344-5696

Making a UM Procard Purchase

1. Have vendor include an original itemized receipt with the merchandise.
2. Ensure that the vendor has the correct shipping information, and your department address for billing--especially when ordering by phone.
3. When goods arrive, confirm receipt by signing the shipping document.
4. Maintain original itemized receipts and attach to monthly statements

How to obtain a UM Procard

• Obtain approval to be issued a UM Procard from your department head and your department Procard Account/Business Manager.
• Complete UM Procard application with your UM Procard Account/Business Manager.
• Read the UM Procard procedure manual.
• Your application will be processed and a UM Procard will be issued.
• Attend training and sign the UM Procard Cardholder Agreement with Procard Administrator.

UM Procard Reconciliation Schedule   - Click Here for Printable Version

Cycle Date Cycle Report Notification sent to UM Procard Dept. Manager when transactions are available.	Redistribution Redistribution complete by UM Procard Dept. Manager by 5:00 p.m.
Cycle 01 07/01/07 - 07/23/07	07/28/07
Cycle 02 07/24/07 - 08/21/07	08/28/07
Cycle 03 08/22/07 - 09/21/07	09/28/07
Cycle 04 09/22/07 - 10/22/07	10/26/07
Cycle 05 10/23/07 - 11/21/07	11/28/07
Cycle 06 11/22/07 - 12/21/07	12/28/07
Cycle 07 12/22/07 - 01/21/08	01/28/08
Cycle 08 01/22/08 - 02/21/08	02/28/08
Cycle 09 02/22/08 - 03/21/08	03/28/08
Cycle 10 03/22/08 - 04/21/08	04/28/08
Cycle 11 04/22/08 - 05/21/08	05/28/08
Cycle 12 05/22/08 - 06/23/08	06/25/08
Cycle 13 06/24/08 - 06/30/08	07/3/08

Business Services Procard Administrator
Joneal Szwedkowicz
Phone: (406) 243-2306

Procard Administrator and Manager
Kay Lamphiear
Phone: (406) 243-4935