You must only use OSA's purchasing card (or PCard). Do not use your personal credit card - we cannot reimburse you!
You should request to pickup the PCard from Muriel on the day you plan to make the purchase. You must return it within 2 business days maximum. Scan the QR code or click the link to schedule a time to pick up the PCard from Muriel.
yaleconnect.yale.edu/meetings/5165710/meetwithMuriel
When you meet with Muriel, you will be checked against the budget you have been approved for and it will be checked you have created the event on Yale Connect. You will be provided the PCard and a copy of the tax exempt certificate to use when purchasing your goods.
There are several things you will need to make sure happen when you use the PCard for purchasing. Read below to make sure you follow all of Yale's policies on purchasing!
As per Yale policy, all purchases must be tax exempt, without fail. There is no loophole on this one we're afraid! Vendor can't apply tax exemption? Then you need to walk away and not buy!
