Procard

• Overall security of the card 
• Ensure the card is used according to the policies outlined in the handbook.  All purchases must comply with CSU procurement and contracting policies and procedures.
• Immediately report lost or stolen cards to the Bank and the Program Administrator.
• Obtain itemized sales receipts for each transaction when goods are received.
• Get credit from the merchant on returned goods and disputed items.  Credit receipts must be included with the monthly reconciliation statement/report.
• If the Approving Official changes, the Cardholder must submit the Approving Official Change form.

• Office supplies (purchased through CSUBuy)
• Subscriptions and memberships
• Conference and Training registrations
• Catering through our campus vendor, Chartwells 
• IT hardware/software, such as monitors and online applications*
• Furniture*
• Contractual Services*
• Computer hardware, including Printers*

*Allowed with limited restrictions. Refer to Section 3 of 

Procard Handbook (2024)

To apply for a Procard, please fill out a Procard application and submit to procard@csumb.edu when finished.

If an approving official changes, a departmental change occurs, or a permanent change to monthly spending limits is needed, please submit a ProCard Revision Form.

If you would like an increase in your monthly spending limits, please send an email to your approving official (the signature authority on your reconciliation reports) with your desired new limits, and copy procard@csumb.edu. Whenever authorized authority gives their approval, your limits can be updated.

For all expense/budget transfers, a Financial Transaction Request will need to be completed via Adobe Workflow. Email university-accounting@csumb.edu for assistance.

With any declining online or in-store purchases, please email a request to procard@csumb.edu to have your transaction reviewed.

• Loan out the card
• Purchase any prohibited items
• Split transactions to circumvent the single-purchase limit

If having trouble accessing CFS from the Dashboard, send an email to osi@csumb.edu and copy procard@csumb.edu.

FY2025/26 ProCard Schedule

FY 2025/26 DBC Schedule

Procard Handbook (2024)

ProCard Reconciliation Guide

ProCard Revision Form

Lost/Missing Receipt Form

Hospitality Expense Justification Form