Maine's Public Universities - University of Maine System

PCard Review Process Steps & Documentation

In an effort to assist and meet the specific requirements of the Purchasing Card Program, APL VII-C states that each campus should perform periodic reviews of their program.

The following PCard Review Process will help to lead each PCard Campus Administrator through a step-by-step procedure. This process was developed to support our existing policies, promote greater communication, compliment our current training, ensure compliance, and increase the overall visibility of the PCard Program.

Review Procedure

Explanation of the Review Process Documents

Step 1: Review Notification Memo

Review Checklist

Step 2: Department Notification Memo

Department Cardholder Report

Step 3: Transaction Detail by Cardholder

Review Worksheet

Step 4: Findings Tally

Step 5: Final Memo

Final Summary Report

Step 6: Follow-up Memo