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CUNYfirst P-Card & NET Card User Access Request

Finance and Administration
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CUNYfirst P-Card & NET Card User Access Request

Guide to Completion

This is a required form to gain security access to the CUNYfirst Procurement Card module for P-Card and/or NET Card Holders, Card Supervisors and Card Proxies.

Card Holders, Card Supervisors and Card Proxies must submit their own SEPARATE forms to gain security access to the CUNYfirst Procurement Card module. 

Complete the fillable PDF electronically to ensure legibility:

 

Page One

Employee Information Section
CC_Empl_Info

a. Last Name
b. First Name
c. CUNYfirst EMPL ID (8 digit ID number provided when users claim their CUNYfirst account)
d. Job Title
e. Business Unit/Campus = CTY01/CCNY
f. Department Name
g. Work Phone (10 digit number)
h. CUNY email address
i. Employee Signature and Date (CUNY requires completion of ALL fields and employee signature acknowledging the "Confidentiality Statement")
 

After completing the "Employee Information Section", proceed to the Card Admin. Liaison's Section:

 

Card Admin Liaison's Section

CC_CrdAdminLiaison
 

  • ONLY Card Holders have to complete this section.  Card Supervisors and Card Proxies may proceed to the CUNY Credit Card (P-Card, Travel Card and NET Card) Functional Roles section
     
  • Enter the 8-digit CUNYfirst EMPL ID and Name of the Card Supervisor.  The Card Supervisor is a MANDATORY role in the card reconciliation process
     
  • If desired, enter the 8-digit CUNYfirst EMPL ID and Name of the Card Proxy.  The Card Proxy is an OPTIONAL role in the card reconciliation process

Reminder: Each role, (i.e. Card Holder, Card Supervisor, Card Proxy), must submit their own SEPARATE form to gain security access to the CUNYfirst Procurement Card module.

After completing the "Card Admin Liaison's Section", proceed to the "CUNY Credit Card (P-Card and NET Card) Functional Roles" section:

 

CUNY Credit Card (P-Card and NET Card) Functional Roles

CC_FunctionalRoles

Place an "X" in the appropriate "Add" or "Remove" field(s) for your role(s).
 

Functional Roles

Card Holder - The employee to whom the card is issued; responsible for using the card consistent with CUNY policies and procedures.  Card Holders reconcile their transactions in CUNYfirst.
 
Card Proxy (Optional) - Proxies are OPTIONAL roles authorized to reconcile card transactions on behalf of cardholders.
 
Card Supervisor - Card Supervisors review and verify cardholder transactions within CUNYfirst to ensure compliance to CUNY policies and procedures.  Card Holders CANNOT perform the role of Card Supervisor for their own transactions. 

Reminder: Each functional role must submit their own SEPARATE user access request form to gain security access to the CUNYfirst Procurement Card module.

After selecting your functional role(s), proceed to PAGE TWO - "Primary Permission List and Row Level Security" section:

 


Page Two
 

Primary Permission List and Row Level Security
CC_Prim_Perm
 

Place an "X" in the "CUFSDPAP" (Credit Card Only) box, and proceed to PAGE THREE - "For Employee" section:

 


PAGE THREE

For Employee
CC_For_Empl
 

a. Last Name
b. First Name
c. Date of Security Activation - If adding or modifying a role, enter current date
d. Date of Security Deactivation - If removing a role, enter current date

After completing the "For Employee" section, proceed to the "Managerial Request" section:

 

Managerial Request

CC_Mgr_Req
 

a. Business Unit = CTY01
b. Department
c. Manager's Last Name
d. Manager's First Name
e. Manager's Signature
f. Date

 

Submitting the form

Submit your completed form with the CUNY Credit Card Application package to Accounts Payable located in Wingate Hall, Room 112. Incomplete or inaccurate forms are not acceptable and will be returned.