Overview

The CSU policy allows for use of procurement and instant cards. Each has a user handbook which provides guidelines on the use. Please see below.

Pro Card Holders and Approvers

It is the policy of the CSU that procurement cards (ProCard or PCard) be used to improve the efficiency, flexibility, and convenience related to low-dollar/high-volume transactions for goods and offsite services. ProCards cannot be used to avoid or circumvent any CSU, CSUCI or CSUCI Corporation policies or limits. There have been changes to the Procurement Card Handbook, see read the below pdf. Send inquiries and questions to the below email address. Thank you for your continued support!

Procurement Card Program Forms

The Procurement Card exception request forms are now available via the Adobe Sign Forms as a workflow. To view the forms, sign in through Adobe Sign (requires myCI login). Follow the instructions on the form, including entering the email addresses for the Procurement Card Holder and Approving Official (must be on file with the Procurement Office as the Procurement Card Holder's Approver. For information on using Adobe Sign, go to view Adobe Sign instructions. Email the Procurement department with questions regarding procurement cards at pcard@csuci.edu.

Forms

• CSUCI Procurement Card Handbook 2023 (PDF, 816KB)
• CSUCI Procurement Card Application 2022 (PDF, 796KB)
• Amazon Restrictions (PDF, 159KB)
• People Soft Access Request Forms (PDF, 550KB)
• Account Maintenance Form 2022 (PDF, 758KB)
• Peoplesoft Reconciliation Guide (PDF, 314KB)
• ProCard Reconciliation Schedule 18-19 (PDF, 142KB)
• Pro-Card Cancellation Form (PDF, 320KB)
• Procurement Card Lost/Missing Receipt Form (PDF, 112KB)
• Instant Card Handbook (PDF, 296KB)

Adobe Sign Workflow Forms

• ProCard Exception Request
  • View Adobe Sign instructions
• ProCard Software Tech Exception Request
  • View Adobe Sign instructions
• ProCard Food Exception Request
  • View Adobe Sign instructions

Important Links

• US Bank Online Account Access
• Procurement Policy
• Marketplace
• Property (surplus warehouse)

Gift Card

The following are guidelines and procedures for purchasing and distributing all cash equivalents using University and Auxiliary funds. Gift cards purchased with Sponsored Project funds must also follow state and federal regulations as applicable.

The purchase and distribution of gift cards and cash equivalent items with University or Auxiliary funds must serve CSUCI’s mission and must comply with all University policies and procedures as well as state and federal law. Gift cards purchased with sponsored project funds must also follow any applicable state and federal regulations relevant to the project or grant.

The use of gift cards/cash equivalents should only be considered when no other option is viable, should be infrequent (if not part of a research or incentive program), and should be conservative in value. The link below contains detailed guidelines and procedures for purchasing and distributing gift cards and cash equivalents using University or auxiliary funds, which must be adhered to at all times.

Gift Card Forms

• CSUCI Gift Card Acknowledgement Form (PDF, 164KB)
• CSUCI Gift Card Pre-authorization Form (Funding Request) (MS Word, 98KB)
• CSUCI Gift Card Guidelines (PDF, 184KB)