As part of our ongoing efforts to educate and support University purchasing card users, Procurement Services, the Research Office, and Human Resources have partnered to create a new online training certification for all new purchasing card allocators. This new training will allow you to complete your training online, from your desk, in a matter of minutes.
This training has been developed to ensure UD compliance with Federal Contract and Grant regulations as well as IRS Accountable Plan rules. Per UD Policy 5-2 Section C, it is necessary for all NEW purchasing card allocators to complete this training. The new online 18-minute web-based training course will be available October 1st, 2016. After this date, in-person training for new card allocators is no longer required.
All current purchasing card users and allocators are strongly encouraged to sign up for this training; anyone with access to ConnectingU can take this recertification.
To access the course:
- Log into ConnectingU and sign on with your CAS login info.
- In the top right corner of the page is a Search function; search for the class title "UD Credit Card Administrator Training".
- Select the class from the search results.
- Look for an 'Enroll in this Class' option.
- Use 'Launch' to start the class.
- Save your completion date and course number for your records.
Once you complete the course, please reference your completion date on your card request web form to assist in expediting card approval processing.
After the training, if you have questions regarding Procurement policy or practice, please contact Scott Stewart, Accounts Payable Manager in Procurement Services.
If your questions are related to contract and grant regulations or compliance, please contact your Contract and Grant Specialist in the Research Office. If you do not know the Contract and Grant Specialist for your department, you may find the information on the Research Office website.
Your card will be issued upon completion of this course.