Procurement Card (PCard) Resources
The primary purpose of the PCard Program is to streamline operations and eliminate unnecessary administrative costs by helping with the quick acquisition of low dollar-value items without a significant portion of the costs inherent in public purchasing, and the efficient handling of student group, team travel expenses, and hosting expenses.
PCard is centralized, effective July 1, 2026. This new system shifts administrative burdens, such as transaction distribution and reconciliation, from departmental Card Custodians to a centralized Service Center. Cognos reports can be used to find information about your PCard transactions and document uploads.
The FSC virtual open sessions have changed to an on-demand, as-needed basis. If you have any questions related to the PCard Process or would like to troubleshoot any issues, please feel free to email FSCsupport@pdx.edu to request some 1:1 time! Please let us know if you have any feedback on the process changes.
If you would like to be assigned the PCard test before submitting the maintenance form, please submit a Jira ticket with which PCard role(s) you will have.
POLICY INFORMATION
This PCard Policy is in effect as of July 1, 2026.
Establishing sound policies to guide the use of the procurement card within PSU is important to ensure compliance with state and federal laws, rules, and policies, including Uniform Guidance and Federal Acquisition Regulations.
This Allowable Items table is a quick, but not all-inclusive, list of permitted or prohibited transactions.
EDUCATION AND TRAINING
The PCard Team is here to support you by administering PCards, monitoring and auditing transactions made on PCards, and training departments on the PCard Policy and Procedures.
When we receive a Maintenance Form with role or user changes, we will assign the Canvas course, which includes a short video to watch, along with slides and the policy to review, followed by a short test based on your role. The whole process should take about 30 minutes. A score of 90% or higher is required to pass. An annual refresher is also required.
Need help? Please do not hesitate to request training by sending an email to: FSCsupport@pdx.edu PSU seeks to ensure that the policies and procedures related to the PCard program administered by PSU are documented, communicated, clearly understood, and consistently applied.
COGNOS REPORTS
Please use the following links to quickly access useful reports for your PCard. There are multiple options for running reports (by PCard #s, Org Codes and or date ranges).
PROCEDURES
Document Upload Instructions
We have three options to choose from to learn the new uploading process for PCard documents:
Upload Link
Use this new upload link to upload PCard documents. Standard bookmarking does not work for this form. To bookmark, please right-click the link, copy link, and manually add bookmark
New Cards & Modifications to Existing Cards
The PCard Account Maintenance Jira Form can be used for any changes to existing PCards or requests for new PCards. After submitting the Jira form, you will be directed to complete the Maintenance Form. If you are already familiar with that form, you can submit it directly.
Instructions for OAR access (Budget Authority only)
Packet Approval for Budget Authorities
We have two options to choose from to learn the new approval process:
If you are a Mac user or prefer the web version, you can use this link to access OnBase for PCard packet approvals.
We have two options to choose from to learn the new approval process::
CENTRALIZATION RESOURCES
Are you a long-time PCard user and want a refresher on the specific changes to the policy and process?
Please use one of these options to review content that was shared during the PCard Centralization meetings in April & May 2026.
The PCard Centralization FAQ contains answers to common questions about PCard Centralization.
PSU Help Center (portal) link: https://portlandstate.atlassian.net/servicedesk/customer/portal/2/article/4524900445