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Purchasing Card Application/Change Forms

To begin the process of applying for, receiving or changing a Rice University Purchasing Card, the person wishing to receive (or make changes to) the card must fill out an application (or change) form and submit it to the purchasing card administrator. The forms can be found at: Purchasing Card Application Form (PDF) or Purchasing Card Change Form (PDF)

For Information on setting up a "D" Clearing Fund - Click Here
INSTRUCTIONS FOR FILLING OUT THE APPLICATION FORM

CARDHOLDER INFORMATION(Print The Following)

A. Check the box(s) that apply to the type of card you are wishing to receive (See Line Below)

Purchasing Only or Purchasing with travel and entertainment (T&E) or Travel and entertainment only not recommended

B. Your name the way you want it to appear on the credit card

C. What you want the second line of the credit card to read (such as: department name, a specific use, institute name, etc.)

D. Your deparment name and the building and room you are located

E. Your Mail Stop

F. Your Phone Extension

G. Your Email Address

CARD INFORMATION (Print The Following)

A. Default Fund/Org/Acct that you want the card to be coded to

(The travel/business meeting/entertainment account codes (such as 72360, 70310, etc.)cannot be used as a card default.

Can only use non T & E account codes.)

B. The Limits for General Purchasing(See Below)

  1. A SINGLE PURCHASE TRANSACTION DOLLAR LIMIT
  2. THE NUMBER OF AUTHORIZATIONS (USES/SWIPES) PER DAY
  3. THE NUMBER OF AUTHORIZATIONS (USES/SWIPES) PER CYCLE (MONTH)
  4. A CYCLE (MONTH) PURCHASE DOLLAR LIMIT

C. The Limits for Travel and Entertainment(See Below)

  1. A SINGLE PURCHASE TRANSACTION DOLLAR LIMIT
  2. THE NUMBER OF AUTHORIZATIONS (USES/SWIPES) PER DAY
  3. THE NUMBER OF AUTHORIZATIONS (USES/SWIPES) PER CYCLE (MONTH)
  4. A CYCLE (MONTH) PURCHASE DOLLAR LIMIT
*If the card will have General Purchasing as well as T & E Limits, A combined Cycle Dollar Limit can be used instead of individual limits per section*

D. List any Special Instructions (i.e.: the card statement needs to be mailed C/O a deparment coordinator/administrator)

APPROVING OFFICIAL INFORMATION (Print The Following)

Supervisor/Approving Official

The name of the approving official of the potential cardholder

The title of the approving official and the building and room they are located

The Email address and phone extension of the approving official

Dean/VP Name and Email(This section only needs to be filled out when the card is going to have access to travel and entertainment)

The name and Email address of the Dean/VP for the department that the potential cardholder belongs to

Third Notice (Email Recipient)(This section is not required to be filled out)

This is for another person in the cardholder's department to receive email notifications on charges made to the cardholder's purchasing card.

The cardholder must sign the form in the "Verified by Applicant" section
The cardholder's approving official must sign the form BEFORE the card can be ordered
SEND THE FORM TO BARBI HUGGINS or SAMIA DAVILA IN THE PAYMENT SOLUTIONS DEPARTMENT AT MS 77. ONCE THE COMPLETED AND SIGNED FORM IS RECEIVED, THE INFORMATION WILL BE INPUT INTO OUR DATABASE AND THE CARD ORDERED .
DO NOT FILL OUT YOUR PERSONAL INFORMATION
Once the card has been ordered, it will take approximately 7 - 10 days to arrive. After the card arrives, the cardholder will be contacted for training and delivery of the card.

For any questions please contact:


Comments/Problems

Controller's Office
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