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Purchasing & Travel Card Program

J.P. Morgan-Chase | Contract P22-7-RFP-6-82 | Contract Period 4/15/2007 - 3/31/2020


Contents: Program Overview | Contact Information | PeopleSoft P/T Card Module | Communication Protocols | Applications and Requests | Resources

Program Overview

The Purchasing and Travel Card Program is designed to assist in the management and payment of business-related purchases. The program streamlines the procurement and payment processes from beginning to end. The use of the procurement and travel card will virtually eliminate the use of traditional SDO purchases, and in many circumstances, the need for check requests or petty cash.

P/T Card Program User Manual | (.pdf)

Contact Information

For State Agencies:

CreditCardServices@idoa.in.gov

Contract Manager
Katie Potter, IDOA Procurement
Phone: (317) 234-4998
KPotter1@idoa.in.gov

PeopleSoft P/T Card Module

The PeopleSoft Purchasing/Travel Card Module is intended to upload card transactions electronically for reconciling, statement payment, and portal transparency.

Module Training Materials

  • P/T Card Module Computer Based Training | (sign in)
  • IDOA Training Catalog Access Quick Step Guide | (.pdf)
  • P/T Card Module Manual & Quick Guides | (download)

Communication Protocols

Declines or Exceptions

All requests for temporary changes or exceptions to the MCC, single purchase limit or monthly credit limit will be submitted to: CreditCardServices@idoa.in.gov.

Emergency Requests

All requests for emergency temporary changes or exceptions to the MCC, single purchase limit or monthly credit limit must be submitted to: CreditCardServices@idoa.in.gov The request must contain the word "EMERGENCY" in the subject line in order to be processed.

Applications and Requests

All new applications should be submitted to CreditCardServices@idoa.in.gov and will be processed on the 15th of each month.

Forms & Applications

Procurement Card Requests Only

  • P-Card Cardholder Agreement and Application | SF 54700
  • P/T Cardholder Disclosure Acknowledgement | SF 55784
  • Agency Master P/T Card Spreadsheet Version FY20 | (.xls)

Travel Card Requests Only

  • T-Card Cardholder Agreement and Application | SF 54699
  • P/T Cardholder Disclosure Acknowledgement | SF 55784
  • Agency Master P/T Card Spreadsheet Version FY20 | (.xls)

Agency Program Administrator Program Documents

  • Agency Program Mgmt. Plan Template | (.doc)  
  • Compliance Plan | (.doc)
  • Payment Process and Suspension Criteria | (.pdf)

Resources

  • New Credit Card Activation Instructions | (.pdf)
  • Food Circular | (.pdf)
  • JP Morgan Dispute Form | (.doc)
  • Receipt Retention AOS Agency Agreement | SF 54809
  • P/T Card Missing Receipt Record | SF 53879

When searching the IARA website for a State Form:
Click on the gray button that says “State Employee Login”, enter your user name, password and domain and click “ok”, when the search page comes up enter the State Form number in the field and click “search”.


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