Agencies are responsible for establishing and maintaining agency specific PCard program guidelines, policies and procedures that meet the minimum requirements identified in this document.  This includes, but is not limited to, purchasing approvals, accounting controls, cardholder compliance and training for employees participating in the PCard program.  See the Best Practices document for agency examples.

 The Client Authorization Form is used to add, change, or delete agency authorization designations.  This includes the highest level of Agency Authority (Director or Officer,)  Authorized Signer and Program Administrator.  You can use one form for up to three names with any combination of authority.  Original, faxed or emailed copies of the form will be accepted.  Designation of an Agency Authority, Director or Officer must be approved by the State Purchasing Office.

 The Company Record Form is used to notify the bank of where you want new cards sent (to the cardholder, Program Administrator, or someone else) and who you want reports sent to.  These forms should be updated anytime you have a change in PCard designated staff.

 The Commercial Card Cardholder Account Form is the JPMorgan Chase form used to add, change or delete cardholder application information.  Original, faxed or emailed copies of the form will be accepted.  Cardholder information can also be updated through your online system.  An Employee ID or a unique identifier should be used instead of the social security number.  Submit Cardholder Account forms to JPMorgan Chase Account Services: (you can copy the JPMC Program Coordinator)