Step 1 Determine whether you meet the following cardholder criteria
Step 2 Determine who will approve your expense reports
Step 3 Complete the PCard Application
Step 4 Obtain PI Approval on Application
Step 5 Forward Application to your SRA Administrator
Step 6 Attend Cardholder Training

Step 1 Determine whether you meet the following cardholder criteria.

Determine Eligibility and Need by asking the following questions:

• Does your department often purchase routine, low value goods and services (i.e., office supplies under $1,000)?
• Are you often using personal funds to purchase needed items, then submitting a request for reimbursement?
• Are you the PI or Project Director for the funds you will be making purchases for? If not, are you a salaried SDSU or SDSURF employee?

If you have answered yes to each question in Step 1, go to Step 2. If not, and you have further questions, please contact the PCA at 619-594-5622 or at sdsurfpcard@sdsu.edu

Step 2 Determine who will approve your expense reports.

The cardholder’s approver oversees the cardholder activity and ensures all transactions are appropriate, properly supported with detailed documentation, and have been properly allocated to the correct fund and account codes on the web-based application, Chrome River. The approver must be:

• A salaried SDSU or SDSURF employee
• Must be authorized signer on all funds associated with Org requested
• Must be the PI/Project Director OR must be an appropriate one-up approver for the cardholder

In some instances, the Cardholder and approver may be the same providing the cardholder meets the requirements. If you have any questions regarding who is eligible, please contact the PCA at 619-594-5622 or at sdsurfpcard@sdsu.edu

Step 3 Complete the PCard Application

Print and complete the New Card Application (PDF Format, 188KB)*. If you have any questions regarding completing the application, please contact the PCA at 619-594-5622 or at sdsurfpcard@sdsu.edu.

Step 4 Obtain PI Approval on Application

If the PI is not the Cardholder, the PI must sign the Cardholder Application. If you have any questions regarding whether the PI is required to sign the forms, please contact the PCA at 619-594-5622 or at sdsurfpcard@sdsu.edu.

Step 5 Forward Application to your SRA Administrator

After reviewing the application and verifying signature authority, the SRA Administrator forwards the application to the Procurement Card Administrator (PCA) for processing. If you have any questions contact the PCA at 619-594-5622 or at sdsurfpcard@sdsu.edu.

Step 6 Attend Cardholder Training

Upon receipt of your application, the PCA will contact you to provide the date of the training class for the Cardholder and Approving Manager (if applicable). If you have any questions regarding the training, please, contact the PCA at 619-594-5622 or at sdsurfpcard@sdsu.edu.

* Note: Documents in Portable Document format (PDF) require Adobe Acrobat Reader 9.0 or higher to view. Download Adobe Acrobat Reader