Restriction Lift
Cardholders have restrictions for accommodations, car rentals, gas/oil, gift cards, restaurants, and transportation.
1. Complete Lift Restriction Form: Cardholders fill out the “Request to Increase Limits/Lift Restriction” form to request the removal of a restriction on their card.
2. Supervisor Approval: The cardholder will forward the completed form to the supervisor for approval via email. The cardholder will need to include details in the approval email such as the reason for the request and the date the purchase will be made. This step ensures accountability and authorization for lifting the restriction.
Example: (Supervisor name), please see the attached form requesting for my (Restriction Type) restriction to be lifted on (date) so that I may purchase (reason for purchase).
3. Submission to Program Administrator: After supervisor approval, the completed form is submitted to the Program Administrator via email. This step ensures central oversight and compliance with organizational policies.
4. Review and Decision: The Program Administrator reviews the request to assess its validity and compliance with organizational policies.
5. Approval Notification: Upon decision, the cardholder is notified of the outcome, whether the restriction is lifted or not.
6. Implementation: If approved, the restriction is lifted from the cardholder's account, allowing them to resume normal usage. All supporting documents are required to be submitted to the Program Administrator in the monthly pcard reconciliation packet.
By following this process, cardholders can efficiently request the lifting of restrictions on their cards, ensuring compliance and proper oversight within the organization.
NOTE: If you purchase meals, complete the Business Meals/Food Items Approval Request Form.