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Welcome to the Hampshire College Purchasing Card Program. The purchasing card is a procurement tool that is an alternative to the existing College procurement/payment processes, and provides an efficient and effective method to purchase and pay for consumable commodities of low dollar value. The card is a MasterCard credit card, backed by JP Morgan Chase. This user guide outlines the benefits of the purchasing card program to you, the cardholder, as well as to your department and the College. It also provides you with information that you will need to use the card. The purchasing card concept is designed to delegate authority and responsibility, and to enable you quickly and conveniently to make small purchases of approved commodities directly from those vendors that accept MasterCard. The program was created with the help of many staff members, and is designed to meet your needs and those of the College.
The purchasing card is designed to be used for purchases of consumable goods related to Hampshire College business only. The card must be used for purchases strictly by the person whose name is on the face of the card. Personal use is strictly prohibited. The purchasing office is responsible for monitoring the use of the Purchasing Card Program. If you have any questions regarding the program or the appropriate use of the purchasing card, please contact Marge Dunehew, procurement and auxiliary services director, at 413.559.5602.
The purchasing card simplifies the process for the purchase and payment of goods. Purchasing authority is delegated to the authorized cardholder, thus enabling the cardholder to order materials directly from the supplier. When the goods are received, the cardholder saves the itemized packing list (or whatever documentation available from the vendor to show proof of purchase). Once a month, the cardholder will receive a statement from the bank that lists all the cardholder's transactions. The cardholder is expected to reconcile the documentation to the monthly statement and forward it to the purchasing office. It's that easy! This card is to be used for all College purchase transactions within the specified guidelines.
There are five authorization criteria built into the purchasing card that are checked by the MasterCard system when the vendor scans the card, or enters the cardholder's card number, at the point of sale. Following are the authorization criteria and limits that have been established by Hampshire for purchasing card use. All transactions are approved or declined instantaneously at the point of sale based on the purchasing card authorization criteria:
Single purchase limit beginning at $1000 (example)
Spend per month beginning at $5,000 (example)
The cardholder, with permission of the cardholder's administrator, may request an increase or decrease on the cardholder's card based on individual needs. If the transaction limits established for the card are exceeded, the card will be declined. Splitting a transaction in order to avoid one's single transaction limit is not allowed.
Only one account number and object code may be applied to each purchasing card as a default. Charges may, however, be moved to other valid campus accounts and object codes by authorized individuals who have access to the reallocation screens on the Smartdata website.
The following items are not Hampshire College-authorized purchasing card purchases:
While the purchasing card is a convenient method for purchasing goods, it does not signal a change in policy regarding compliance with Hampshire College's contract suppliers. If the desired item is available on an established MHEC or E&I contract, it must be purchased from the contract vendor.
The purchasing office is responsible for the bidding and issuing of contracts that will provide Hampshire College with the "least total cost" arrangements for consumable goods from outside vendors. When taking bids for contracts, the purchasing office not only considers the vendor's line item pricing for the product, but also the vendor's:
Supplier contract pricing and performance is based on Hampshire College's overall anticipated volume of purchases during the contract period. In order to ensure that the College community is paying the "least total cost" for quality goods, and to fulfill the College's contractual commitments to its contracted suppliers, all College departments are required to order their consumable goods from authorized vendors.
All computer purchases, including software and hardware, must be pre-approved by the director of IT.
All furniture, floor and window treatment purchases must be pre-approved by the purchasing office or the facilities and grounds office. Specific fire and safety requirements must adhere to standards established by Hampshire College.
To activate the purchasing card, the cardholder must telephone MasterCard at the number indicated on the credit card. MasterCard will verify your identity to ensure you are the legitimate cardholder. Remember, only the cardholder is authorized to use the purchasing card. You are responsible for all activity against the card and are not authorized to share your purchasing card with anyone.
The purchasing card may be used to purchase consumable goods in person at the supplier site, over the phone, or by mail. Prior to placing the order, check to see if the item(s) is available from a contracted vendor. Check the College eprocurement portal for contracted vendors: https://eprocurement.esmsolutions.com/?me=esm
When placing an order over the phone, please be sure to:
Tell the vendor that the address label/packing list that accompanies the package(s) must contain the following information:
Packages that are not sent via U.S. or express mail are to be sent to:
Hampshire College, 893 West St., Amherst, MA 01002
Please note: By law, vendors are not permitted to bill your credit card for purchases until the items have been shipped, and the transaction will not go against your card until that time. In most instances your purchasing card account will be debited within 48 hours after the vendor ships your merchandise.
The cardholder is responsible for ensuring the proper receipt of goods and any follow-up with the vendor needed to resolve any problems regarding delivery, discrepancies, or damaged goods.
Upon receipt of the goods, keep the documentation (typically a sales receipt, print screen from an Internet purchase, or packing slip) received from the vendor for later reconciliation.
Items(s) should be returned to the vendor by whichever means the vendor requires. The cardholder is responsible for ensuring that proper credit is applied to the card account for any returned item(s) and that evidence of the return is maintained.
In case of an error, first contact the supplier and try to reach an agreement. Most disputes can be resolved between you and the supplier directly. If you are unable to reach an agreement with the supplier, complete a Dispute Form (provided through JPMC or Purchasing), sign it, and send it to JP Morgan Chase. All disputes must be submitted in writing to JP Morgan Chase within 60 days of the statement date via fax at 847.931.8861 or via mail to:
Commercial Card Services
ATTN: Dispute Dept.
P.O. Box 2015
Elgin, Illinois 60121-2015
The following is a synopsis of the ProCard policy for records management. Each month you (the cardholder) will receive a cardholder statement from the bank listing all your purchases. Check the statement against your sales receipts, cash register receipts, and packing slips to ensure that all goods for which you have been charged have been received. The cardholder statement is for reconciliation and audit purposes only.
Hampshire will pay JP Morgan Chase directly and charge the account assigned to your ProCard. It is the cardholder's responsibility to ensure that all of the required documentation is accounted for and maintained; the cardholder statement is reconciled against the supporting documentation; the cardholder limits assigned to the card are not exceeded; and the expenditures on the card do not exceed the funds available in the account assigned to the card.
Use of the ProCard will in no way affect or change your personal credit history. The ProCard is intended to eliminate the time and effort spent on processing and invoicing small purchase requests/purchase orders. With the authorization to purchase specific commodities comes the responsibility to maintain adequate documentation on the source of the transaction.
The following are examples of supporting documentation:
After your supervisor has reviewed your paper statement and receipts, forward all records to the purchasing office within 10 days of receiving the statement.
When a purchase is made over the counter, the cardholder will retain the invoice and "customer copy" of the charge receipt. Prior to signing the charge slip, the cardholder is responsible for making sure that the vendor lists the correct quantity and fully describes the item(s) on the charge slip.
When making a purchase by telephone, the cardholder should document the transaction on the procurement card log. The cardholder should always obtain the name of the individual taking the order. When the goods are received, all shipping documentation should be retained.
The procurement card may also be used to make purchases over the Internet. All relevant information should be printed from the ordering screens, if available, recorded on the procurement card log, and handled in the same manner as telephone purchases.
Transactions may be viewed daily using Smart Data On Line. The cardholder shall check each transaction listed against the department's receipts and any shipping documents to verify the transactions are listed on SDOL. The original sales documents (packing slip, invoice, cash register tape and credit card slips, etc.) for all items listed on the statement must be neatly attached to the statement. This data is critical to enable proper account reconciliation and audit review. The careful matching of complete support documents to the statement is vital to the success of this program. If the cardholder does not have documentation of a transaction listed on the report, he/she must attach a missing receipt affidavit (pdf).
The ProCard bank shall issue an invoice to the accounts payable office at the end of each billing cycle (last day of the month).
It is the cardholder's responsibility to safeguard the ProCard and account number to the same degree that a cardholder safeguards his or her personal credit card. The cardholder may not allow any unauthorized individuals to use the ProCard or the card number. A violation of this trust may result in the cardholder having his/her card withdrawn, and/or disciplinary action for the cardholder and/or the unauthorized individual may be taken.
If the ProCard is lost or stolen, the cardholder must immediately notify the bank by calling 1.800.848.2813. Representatives are available 24 hours a day. The cardholder must inform the representative that the call is in regard to a MasterCard ProCard. The Hampshire Purchasing Department (413.559.5405) must be notified as well.
A new ProCard will be promptly issued to the cardholder after the reported loss or theft. A ProCard that is found by the cardholder after being reported lost must be cut in half and sent to the Purchasing Office.
JP Morgan Chase has the infrastructure in place to detect attempted fraudulent activity on the ProCards that it issues. If attempted fraud is detected, a representative from JP Morgan Chase will contact the cardholder directly. The compromised card is then deactivated and a new card is sent to the purchasing office. The cardholder must contact the purchasing office at x5404 if this occurs.
Should a cardholder terminate employment with Hampshire College or transfer between departments, the user's department has the specific obligation to reclaim the ProCard, notify the purchasing department of the termination, and return the ProCard to the purchasing office. The ProCard must be cut in two before it is sent to the purchasing office.
To ensure the continued success of the ProCard Program and to meet audit requirements of Hampshire and various government agencies, periodic post audits will be made of the cardholder's ProCard account to determine that items purchased have been received, that proper records are being maintained, and that policies and procedures are being followed. The purchasing office and the accounts payable office staff, as well as Hampshire's external auditors, will perform these reviews.
Missing Receipt Affidavit Form (pdf)Travel Expense and Reimbursement Policy