How To

How It Works

The P-Card is a Visa issued by U.S. Bank. It works much like a personal credit card. However, it is a commercial card and each card has custom designed features, with pre-set controls built into the magnetic strip, to meet the specific needs of the cardholder and the agency. 

The P-Card simplifies the procurement and disbursement process by facilitating point-of-demand purchasing. Purchasing authority is delegated to the ordering departments enabling the authorized cardholders to place orders directly with the suppliers. 

Two documents are needed to get started with implementing your own P-Card program.

For Municipalties:

• PA- Participating Addendum Form
• KYC- Know Your Customer- Municipality Form

For Non-Profits:

• PA- Participating Addendum Form
• KYC- Know Your Customer- Non-Profit Form

Complete the forms and email them to Kerry DiMatteo.  

Next Steps

So you are better prepared to get started, provide information on the following:

1. What is your ERP system? 
2. How do you reconcile transactions (in what system - bank or ERP)?
3. How do you upload the files?
4. Does your organization use a separate card for travel?