Procurement Card User Manual – Section 1


Welcome to the University of Connecticut MasterCard Procurement Card Program. The University Procurement Card issued by, JP Morgan Chase, is a credit card which acts as a procurement tool offering an alternative to the existing University procurement processes. IT provides an extremely efficient and effective method of purchasing and paying for goods and services with a value less than $4,999.00.The Procurement Card program is designed to delegate authority and capability to quickly and conveniently purchase approved commodities directly from the vendors that accept MasterCard. This program, co-sponsored by the Purchasing Department and Office of the Controller was created with the assistance of many staff and faculty members, and is designed to more efficiently meet your purchasing needs and those of the University. The benefits of the procurement card to you and the University are significant and include:

Benefits to the Cardholder:
  • Allows you to obtain goods much faster and easier than before.
  • Significantly reduces workload related to the purchase of and payment for goods.
  • Allows you to be more efficient and to focus on the value added aspects of your job.
  • Significantly reduces clerical processing time and time associated with the approval process.
  • Provides end users with greater autonomy.
Benefits to the University:
  • Reduces the number of purchase orders, invoices and checks.
  • Enables Purchasing and Accounts Payable to focus on higher yield, value added activities.
  • Dramatically reduces the number of vendors in the University vendor database.
  • Prompt payment to the vendor results in better prices and improved vendor relations.
  • Significant reduction in the number of paper transactions.
  • Purchasing Department will have more time to negotiate better contracts.
Benefits to the Department/Fiscal Manager:
  • Only One (1) monthly statement will be received for verification and reconciliation.
  • No need to prepare and obtain approval signatures on internal renewal forms.
  • No purchase order is required, therefore no typing and tracking of individual purchase requisitions and receiving reports are required.
  • Monthly approvals required rather than individual purchase order and invoice approvals.
  • Receive orders immediately or within days instead of weeks

The Procurement Card is designed to be used for purchases related to University business only. Use of the card for personal purchases is strictly prohibited. The Purchasing and Accounts Payable departments are responsible for monitoring the effectiveness of the Procurement Card Program and user compliance with the procedures outlined in this manual.If you have any questions regarding the program, or the appropriate use of the Procurement Card, please contact Nancy Patrylak, the University Procurement Card Program Administrator at:

Purchasing Department
3 Discovery Drive, Unit 6076, Storrs, Connecticut

Nancy Patrylak
p  860.486.2622
f   860.486.5051


Elise Fiorentino
p  860.486.5924


How it Works

The Procurement Card simplifies the procurement and disbursement process by facilitating point-of-demand procurement. Purchasing authority is delegated to the ordering departments enabling the authorized cardholders to place an order directly with the suppliers.The vendor validates purchases made with the Procurement Card at the point-of-sale. The MasterCard system validates the transaction against pre-set limits established by the University which include:

  • Number of transactions allowed per day – twenty (20)
  • Number of transactions allowed per month – One Hundred (100)
  • Single purchase limit not to exceed $4,999.00.
  • Spending limit per month – Ten Thousand Dollars ($10,000)
  • Approved commodity code- (Merchant Commodity Codes (MCC) established by the bank and encoded into the magnetic strip on the reverse side of the card.)

*Exemptions to the above limitations may be granted on a case by case basis upon the approval of the Director of Procurement Services or his/her designee.

The authorization process occurs through an electronic system that supports the Procurement Card processing services under the University’s agreement with JP Morgan Chase. In addition, the Procurement Card Administrator has the capability to view a large selection of daily reports to effectively monitor the use of Procurement Cards. The Purchasing Department will also identify opportunities to further maximize the University’s significant buying power through contract negotiations and contract administration.

Restricted Purchases

Purchases of the restricted items listed below and purchases in excess of $4,999.00 or more must continue to be processed in accordance with established procurement and disbursement policies and procedures.

The Procurement Card is not to be used for the following commodities:

  • Alcoholic beverages
  • Animals
  • Business, travel, and entertainment related expenses
  • Cash advances of any type
  • Cellular phones and related monthly charges (including video/teleconferencing, e.g. Skype, GoToMeeting)
  • Clothing (including for promotional use)
  • Computers (any value, including iPad, iPod, Netbooks, Nook, Kindle)
  • Construction and Renovation Services (includes anything that requires installation)
  • Contract Agreements of any type that involve a signature
  • EBay or any other auction website
  • Equipment (Valued over $4,999.00)
  • Food & Beverages consumed at vendor’s location (ie., eating in at a restaurant or eating at an off campus location)
  • Furniture of any type
  • Gasoline (except for State vehicles)
  • Gifts/Donations (including flowers for life events and milestones)
  • Gift Cards – MUST receive prior approval
  • Internet Service Providers
  • Items prohibited from purchase under grant or research contract
  • Leases & Lease-Purchases or any other time payment
  • Moving Services
  • Personal use items (IE attaches, Folios, Pen/Pencil Sets etc.)
  • Precious metals
  • Prescription drugs and controlled substances
  • Printing Services
  • Radioactive aterials
  • Rental of vehicles
  • Reimbursements of any type
  • Signage
  • Telephones
  • Vendors listed on Huskybuy

*Exemptions to these restricted purchases may be granted on a case by case basis upon the approval of the Director of Procurement Services or his/her designee.

If you have any questions regarding a restricted purchase please contact Nancy Patrylak, Procurement Card Program Administrator @ 486-2622 or e-mail to or Elise Fiorentino at (860) 486-5924 or


Approved Purchases

The following are examples of the types of items that may be purchased with the card:

  • Advertisements
  • Animal feed and bedding (purchase of animals is prohibited)
  • Catering Services (Held at UConn locations only, where a signed contract is not required)*
  • Conference Registrations with Department Dean/ Director approval
  • Dues and Professional Membership(s). (Business, Technical, Professional and Institutional memberships only)
  • Floor and Window Treatments
  • Food (Take out or grocery store purchases for student activities & official business meetings only) *
  • Gasoline (State vehicles only)
  • Hardware supplies
  • Internet Purchases for Approved Items Only (must be a secure site)**
  • Lab chemicals must follow procedure ***
  • Maintenance Service/Repairs
  • Office, Laboratory and Educational supplies (items not available through Central Stores) ***
  • Postage (non metered mail up to $50.00 value)
  • Software and computer supplies
  • Subscriptions (Departmental use only)
  • Tools, fixtures and miscellaneous apparatus

* Must have formal agenda, Business Meal Pre-Approval Form signed by the department head & detailed receipt as backup documentation for all food purchases. Food may only be purchased for an event held at a UConn campus location.

** The risks of using the ProCard over the Internet are similar to the traditional risks involved when using it in person or over the telephone with one important exception. When cardholders make a purchase over the Internet, the information exchanged between the cardholder and the supplier may be transmitted through a network of possibly dozens of sites. For this reason, it is important to encrypt (scramble) the data exchanged so only the supplier can decrypt the information. To minimize your liability, it is important to ensure that the supplier is running a “secure” server for purchases so any information entered is likely to be meaningless to sites in between. If the supplier has a “secure” server, the cardholder should be directed to this site prior to entering information including Procurement Card number and expiration date. A dialog box informs the cardholder they are switching to a “secure mode”. In addition to the dialog box, the web browser should have a visual aid indication a secure/non-secure mode. In addition to a “secure” site, Purchasing recommends that if a purchase is made over the Internet, it be with a company you have used via traditional methods in the past. If you are uncomfortable giving your number over the Internet, some companies leave the option of placing your order on the Web and following up with a card number on the telephone.

*** Laboratory Chemicals for delivery to the Storrs and Depot campuses (with the exception of the Chemistry Department) should be ordered through KFS whenever possible to ensure the integrity of UConn’s Laboratory Chemical Inventory Program. If a Procard must be used, CS Chem, Attn: P.I.’s Name, Building/Room#, 3 Discovery Drive, Unit 6114, Storrs, CT 06269-6114, US must be provided as the shipping address to the vendor so that items are shipped to Central Stores where they will be bar-coded and repackaged for same day delivery to their final destination.  See Lab Chemical Orders Placed with ProCard.  (Note: this restriction does not apply to the ordering of compressed gasses; microbiology media such as agars, broths and serums; buffers; test kits; radioisotopes; drugs and cleaning products.)


Contract Compliance

While the Procurement Card is a procurement tool, it does not signal a change in policy regarding compliance with University and State contract suppliers. All University departments are obligated to order required goods or services from those suppliers who are authorized contract suppliers to the University. These vendors are listed on the Purchasing Department’s home page under University Contracts. State Contract vendors can be found on the DAS Website. If you have any questions as to whether an item is on contract, any of the buying teams in Purchasing can help you. If the contract vendor can’t supply your required goods and services you can go elsewhere but you should keep documentation in your procard log sheet as to why you did not use the contract vendor.


Responsibilities of Use

Responsibilities of the Cardholder:
  • Completing a Procurement Card Application Form and obtain approval signatures from reporting authority.
  • Responsible for all purchases made with the card and for making such purchases in accordance with the procedures outlined in the User manual.
  • Using the Card for University purchases and approved items only.
  • Recording all purchases on the Procurement Card Log Sheet and maintaining all supporting documentation (eg. Proper receipts, vendor order forms , cash receipts etc.)
  • Only the cardholder is authorized to use the card or may designate up to two (2) secondary users. The cardholder remains responsible for all purchases made by authorized secondary users.
  • Ensuring receipt of goods and following up with the vendor to resolve disputes and arranging for returns credits, delivery problems etc.
  • Reporting lost or stolen card immediately. Safeguarding card security at all times.
  • Responsible for repayment of improper charges and personal liability for misuse.
  • Ensuring the reconciliation of the Procurement Card Log Sheet to the bank statements and KFS on a monthly basis, unless this responsibility has been delegated to the record manager.
  • (Note: The reconciliation process shall be completed within ten (10) business days from receipt of bank statement. The combined process of reconciliation and re-allocation shall not exceed 15 business days from receipt of statement.)
Responsibilities of the Record Manager:
  • Completing a Record Manager Designation Form and attending the mandatory training session with the cardholder.
  • Reconciling the Procurement Card Log Sheet to the bank statement and KFS on a monthly basis, if delegated this authority by cardholder.
  • Assisting cardholder in verifying and resolving returns, credits, and discrepancies, as needed.
  • Maintaining the Procurement Card Log Sheet with reporting documentation in a secure location at all times (locked cabinet is preferred).
  • Collecting and maintaining receipts from cardholder(s) ensuring timely retrieval for auditing purposes.
  • Completing the re-allocation process to input proper accounts/object codes for each transaction within five (5) business days from receipt of the reconciled Procurement Card Log Sheet and bank statement from cardholder (not to exceed 15 business days for the combined reconciliation and re-allocation process).
  • Assisting cardholder in resolution of problems or questions about purchases, as needed.
  • Retaining documentation at specified location, in compliance with State, University or grant guidelines for record retention (minimum of seven (7) years).
Responsibilities of Reporting Authority*:

* Reporting Authority is defined as that individual who has oversight responsibility for purchases and for administering the departments budget.

  • Designating one (1) individual in the department to act in the capacity of the record manager.
  • Identifying potential cardholders.
  • Approving all Procurement Card Application Forms.
  • Overseeing Procurement Card program for their respective Department.