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Welcome to the pCard Course!
Welcome to the pCard Course!
Through this course, participants will become familiar with Purchasing Cards, or pCards. The pCard is a corporate liability MasterCard issued by Bank of America and run by the State of Hawaii State Procurement Office (SPO). Using pCards is more efficient than using purchase orders, but using pCards still requires procurement and payment documentation. As a reminder, pCard expenditures are paid with taxpayer funds and require monthly documentation to be submitted to support pCard expenditures.
This course explains the cardholder’s responsibilities when using the card, and the documentation that must be maintained and submitted when the pCard is used for transactions.
The learning modules in this course include:
The learning modules in this course include:
Due to recent system upgrades, the assessment at the end of each module is no longer available.
Technical Assistance Resources
IMPORTANT NOTE: In late 2021, the statewide pCard service provider transitioned from First Hawaiian Bank (FHB) to Bank of America (BofA), which resulted in a change in cardholder management systems from FHB's CentreSuite to the BOA "Works" system.
The procurement policies and cardholder responsibilities covered in the original modules remain unchanged. However, the FHB CentreSuite system-related portions and references are now outdated. Modules with relevant portions are noted or have been replaced with links to updated information
Please visit the NEW pCard website for:
BOA Works system guidance and new MANDATORY monthly reconciliation and sign-off processes
New cardholder & proxy requests and current MANDATORY requirements
Existing cardholder & proxy changes (cancel, revoke, or update account information, e.g., status of proxy)
Reviewing the indicated policy-related portions of this course is recommended for:
pCard Cardholders in DOE (Administrators).
Clerical support staff (SASAs, secretaries, account clerks) who support a pCard cardholder whether they are a proxy or not.
The Cardholders must electronically signify their acceptance of the Cardholder Agreement before a card will be issued.
The learning modules in this course include:
The learning modules in this course include:
Module 1: Basic pCard Information
Module 2: Responsibilities of a Cardholder
Module 3: pCard Procurement Process
Click the icon for a checklist of the modules to help you keep track of the modules you have completed
Click the icon to view the template to print the labels to help organize your handouts for this course
Click the icon above for important forms discussed in "p-Card" (note: login to intranet required)
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