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Module 3: pCard Procurement Process
Module 3: pCard Procurement Process
In this module, participants will gain a deeper understanding of the procurement processes to follow when using the pCard.
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 BofA "Works" system.
The cardholder regulations and responsibilities covered in the original modules remain unchanged. However, the FHB Centresuite system-related portions and references are now outdated and can be disregarded or skipped.
Please visit the NEW pCard website for:
BofA Works system guidance and new MANDATORY monthly reconciliation and sign-off processes
New cardholder requests and current MANDATORY requirements
Existing cardholder changes (cancel, revoke, or update account information, e.g., status or proxy)
The pCard procurement information remains valid, but please note:
(1:44) Price and Vendor lists are still available on Lotus Notes (as of March 2022), but can also be accessed under "Featured Resources" on the PCB Intranet site
(2:14) PO Worksheet/approval is still required, but the Form has been revised (see Forms area below)
(3:18) References to CentreSuite are obsolete; see "Monthly Reconciliation and Sign-Off" on the NEW pCard website
(3:50) Allowable/Unallowable pCard purchases and Blocked Merchant Category Codes information remain in effect
The objectives of this learning module include:
The objectives of this learning module include:
Understand how to approve a purchase before using the pCard
Know what to do with pCard receipts and other documentation of a transaction
List what kinds of purchases are allowed, and are not allowed, with the pCard
Understand guidelines for using the pCard when ordering over the internet or telephone
Important Forms Discussed in this Module:
AFMS-FA1 - Source Line Addition has replaced FMS-FA1
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