PCard

Bank of America Works Program

 Forms

The Pcard application link is below:

Pcard Application (PDF file)

For departments that would like to submit for approval by the Budget Unit Manager prior to purchases a form was created for departmental internal use, this approved form can be an additional document in WORKS for the transaction, the link to the form is below:

Department Pre Purchase Approval Online form

The form accessed below is the Pcard distribution form that is completed and signed when the Pcard is disbursed. It is attached for your reference

Pcard distribution form

BOA Works User Agreement

 Plant

Plant Purchase Request Form is to be used for submission of prior to use of the Pcard; once the form is completed and submitted an email notification with the information posted will be sent automatically to John Fritsch with a CC to Russ Wilson. 

Once you receive approval for the purchase; place the order.  It is recommended this approval be posted as a document in WORKS.

Plant Grid review for handling of transactions

Plant Guideline is a resource for information on use of the Pcard program for Plant.

Training document on Template accountholder for WORKS

 Account Information

Tax Exemption: Stockton University is an agency of the State of New Jersey.  Therefore, we are exempt from state sales/use tax. Please remember to receive your merchandise exempt from tax, if tax is charged, contact the vendor for credit of the tax.

ST5 Exemption letter

Tax exemption letter on Stockton University letterhead

L.L. Bean tax exempt card

Amazon tax exempt certificate

International travel notification: to prevent issues with the use of the credit card on international trips, it is requested to contact Bank of America for notification with dates of travel and destination, you may be requested to provide account specifics for proof of accountholder. International travel typically requires the PIN number

BOA fraud number for international travel notification: 866-500-8262

Disputed charges: Disputes must be reported to Bank of America within 60 days of the original transaction or the charge will stand.  As reported by BOA a vendor is aware of this timeframe and may stall until after the 60 days. If you have an issue, please contact the vendor immediately and allow the vendor to rectify the problem. However, we must be vigilant if an issue occurs with your order to prevent the passing of 60 days.

 

 Contact Us

For information on the Pcard program contact: Mary Hughes;  or Regina Rosenello

Pcards are available for pick up from Administration and Finance, please see Marie Ricci between the hours of 8 to 4 location: N-Wing main entrance area.

If you need to order a card, the application is located under the forms tab

In the event of a lost/stolen card contact Bank of America immediately

Bank of America Customer Service  Phone: 888.449.2273 open 24 hours

Bank of America Report Fraud: Phone: 866.500.8262 open 24 hours