Cu travel card application

The Travel Card is designed to facilitate payment of University travel-related expenses. Individual cardholders can use their card to pay for most of their University travel-related business expenses, as well as certain travel expenses for guests/non-employees.

The Travel Card is a tax exempt, corporate liability card issued by US Bank, and a cardholder can be either an employee or affiliate fiscal staff. The university carries the liability for charges made by the cardholders and pays the bank directly for all charges.

PPS: Travel

This PSC Procedural Statement (PPS) sets forth requirements for authorizing university travel, determining travel expenses that can be covered by the university, and accomplishing the reconciliation and reimbursement process. Except as otherwise noted, these requirements apply to all individuals engaged in such travel, whether employees, associates, affiliate fiscal staff, or other individuals (including students and immediate family members) traveling on official university business. Travel expenses paid by the University must be incurred for official university business.

How to Obtain a Travel Card

Before obtaining a Travel Card, you should discuss with your unit to determine if it is appropriate.

Requests for a CU Travel Card are submitted through an online application in Concur. The PSC Knowledge Base how-to guide below walks through this request process:

Ensure you have completed all required Skillsoft Training courses before submitting your Travel Card Application.

Compliance Considerations

• Plan ahead before travel to ensure you have allowed enough time for Travel Card request to be processed and card to arrive. Review PPS: Travel for current request processing timeline.

• Individuals have a personal responsibility when making or reviewing expenses with University funds to understand and stay current on applicable policies, laws, regulations, and rules; and contracts, grants, and donor restrictions.
  • Review PPS: Travel for details on travel expenses.
  • Departments are liable for all transactions made to a lost or stolen card until it is reported to the issuing bank. It is the responsibility of the department and/or individual to notify the bank that the card has been lost or stolen.

  Training Courses - Procurement Cardholder

  Required Skillsoft training courses for Travel Card Holders are listed below. These must be completed before an application can be approved.
  

  CU: Fiscal Code of Ethics (F00001)
  

  Additionally, Fiscal Compliance is developing a supplemental Instructor-Led Training for Procurement & Travel Card Holders (recommended). Review the Fiscal Compliance Training webpage for further details and announcements for when this course will be available.
  

  Updating / Canceling an Existing Travel Card

  Updates to an existing Travel Card may include:

  • Cardholder Name
  • Billing Address
  • Business Unit / Department Change
  • Phone Number
  • Suspension/Cancelation

  Requests are processed electronically through Concur. Review the PSC Knowledgebase how-to guides below for steps to submitting an update to an existing Travel Card:
  

  Additional Resources

  • FPS: Business Expense Substantiation & Tax Implications
  • Concur Expense: Identifying Delegates in Concur
  • Internet Airfare
  • Request to Reassign Airfare Charges
  • Travel Pre-Approvals
    
  • Tax-Exempt Information

  Contacts

  Procurement Service Center (PSC) - psc@cu.edu

  Commercial Card Team - procurement.card@cu.edu