Procedures for Card users

• Before you can use a card for the first time you will need to sign an agreement form for use of the CIS RIT JP Morgan Chase Procurement Card. 

  (You will only need to sign the form the first time you use a CIS procurement card, the original will be kept on file in 76-2255.)

• You must also be familiar with the RIT Procurement Card Guide on the Controllers Website.

What you will need:

1. The name of the vendor/supplier you will be purchasing from
2. The business purpose for the purchase
   • (i.e. Lab Supplies, Hospitality)
3. The department number the purchase will be charged to
   • (i.e. 679___)
4. The project number the purchase will be charged to
   • (i.e. 15____, 25 ___, or 3_____)
5. Written approval to use the above accounts is preferred prior to a purchase, but is required when the receipt is turned in.  A PI’s signature on the receipt, or an email is acceptable, or the RIT Controllers Office has a form for a PI to approve a purchase made on a departmental procard.

To Borrow a Procurement Card:

1. See a CIS Procurement Card Custodian 
   • CIS Procurement Card Custodians have been assigned by building as follows:
   • Building 76 – 2nd Floor           Barb Capierseo and Tammy Sharpstene
   • Building 76 – 3rd  Floor           Cynthia Schultz and Tammy Sharpstene
   • Building 18                              Valerie Hemink
   • Building 17                              Colleen Desimone
2. Fill in the information, as referenced above, on the Procurement Card Log.
3. The CIS Card Custodian will then give you a card to borrow on a short-term basis. 

To Return a Procurement Card:

1. Return the card to the same CIS Procurement Card Custodian it was borrowed from.
2. Fill in the date returned and the amount spent on the Procurement Card Log.
3. Give the approved receipt to the CIS Card Custodian.

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