Procurement Cards
JP Morgan Chase Visa Card Training
Fredonia The State University of New York started their procurement card program in 1998. At that time the program was known as the American Express Procurement Card program. This program started with approximately 25 cardholders in approximately 18 departments. Today the program is administered through JP Morgan Chase and has 153 cardholders in 117 departments. Training is mandatory for the cardholder and their supervisor and can be requested by contacting the Purchasing Department.
Please click on the following for more information:
JP Morgan Cardholder Quick Reference Card
Security & Authorization Forms
A Security Form and a JP Morgan Chase Authorization Form must be completed and sent to the Purchasing Department after your training to start the card issue process. Printable forms are accessible by the following:
Click here for the Network Security Form
Click here for the Authorization Form
Order Form
Many departments have found that their interdepartmental ordering and reconciling process has become more efficient by using the the following form. This form is not for ordering directly from vendors.
Reconciliation and Receipt Form
Cardholders must reconcile their transactions monthly. For auditing purposes, the Purchasing Department requires that the following receipt form be filled out, and attached to your monthly reconciliation paperwork for all purchases that have been made with your procurement card. It is important to note the University or business purpose of each transaction.
Click here for the Receipt Form
Click here for directions to reconcile your transactions
Credit Pending/Disputed Item Form
For auditing purposes, the following form has been provided for any credits/disputed items that may have appeared during your JP Morgan Chase Statement cycle.
Click here for the Credit Pending/Disputed Item Form
Expenditure/Reimbursement Guidelines
The following matrix was approved by Cabinet on July 1, 2019 for expenditure reimbursements. If you have any questions, please do not hesitate to contact the Purchasing Department.
Click here for the Expenditure/Reimbursement Guidelines