Bank Card Program

The UMass Bank Card is a Visa credit card issued by US Bank. This is a 'one card' program that offers UMass and the cardholders flexibility to use a single card for both travel-related and supplies-related UMass expenses only. The Bank Card is a procurement tool that offers an alternative to UMass purchasing/payment processes for instances where the supplier does not accept a Purchase Order (PO), emergency purchases, and/or for UMass-related travel expenses (based on your applicable department approval).

Purchases must be made in line with the UMass Board Of Trustees (BOT) Business Expense Policy (2013), CEO Business Expense Policy (2019), and Bank Card Use Standard. You are encouraged to review both documents before making any purchases. Note that the UMass BOT Business Expense Policy should be complemented by your campus-specific business expense policy that is maintained by each campus Controller. Your department may require approval by the Fund Administrator for all purchases or for purchases over a predetermined threshold.

  1. Apply for your new card by sending an email to upst@umassp.edu with the following information: employee full name, employee ID #, and employee University email address
  2. Access job aids and video tutorials for the program on the UPST Training page
  3. Attend UPST instructor-led reallocation and statement upload training, register here
  4. Register your new card with US Bank (organization short name: Umass1), use these links to registeraccess job aid and video tutorial
  5. Set-up email or text alerts & notifications with US Bank, video tutorial
  6. View your cardholder account statement at US Bank, video tutorial
  7. Request for workflow or system (BuyWays or PeopleSoft) support, email us: upst@umassp.edu
  8. Review the Bank Card Knowledge Base for additional program information

Some leading practice information and forms to note as you use your Bank Card:

  • Purchase exceptions or items over the approved limit on the card account: use the Bank Card Change Request form to request a limit change. This form should also be used to request any update to your Bank Card. Note that this form requires the manager's approval before it can be processed.
  • Reimbursement error: If you make a purchase via Bank Card and are subsequently reimbursed in error, you must return the reimbursement to the University within 30 days of discovering the error.
  • Tax-exempt status: the University of Massachusetts is classified as an exempt purchaser under the doctrine of intergovernmental tax immunity and is therefore exempt from sales taxes for all tangible property or services. The Federal Tax ID Number (TIN) for UMass is 04-3167352.
  • The University BuyWays system is the first source for purchasing goods and services. Amherst users should use Amherst's A&F applications page to login to BuyWays. B-D-L-P-M use this link to login. 
  • UMass Bank Card Forms: Bank Card Change Request and Missing Receipt Affidavit.
  • Alcoholic beverages
  • Animals
  • Anything prohibited by State or Institutional Policy
  • Carpet
  • Cash advances of any type
  • Construction, renovations, consultants
  • All contractual agreements
  • Equipment
  • Firearms / ammunition
  • Gasoline for personal vehicle
  • Gifts or donations
  • Gift cards (except on approved gift card accounts)
  • Furniture
  • Insurance Lease and lease‐purchases
  • Leases
  • Moving services and other services of any type
  • Personal Purchases
  • Personal meals while on travel status
  • Prescription drugs and controlled substances
  • Radioactive and hazardous material
  • Reimbursements
  • Telephone
  • Time payments of any type

"Individual transaction funds" are those funds that may be expended by an individual with no prior approval and/or without the benefit of established oversight and control. This fund type includes University-liability credit cards and telephone calling cards and such imprest checking accounts as may be established to meet operating needs. The policy for individual transaction funds includes general guidelines for spending:

  1. All costs incurred or expenditures must comply with established University policies, especially Purchasing, Business Expense, and Employee Travel. 
  2. This policy applies only to corporate liability cards (CLCs). Individual liability cards (ILCs), whether or not sponsored by the University or its campuses, are the sole responsibility of the holder. The University is not legally obligated for the ILC's use.
  3. Only the President, Chancellors, and senior administrators or staff designated under the authority of the President or Chancellors will be issued CLC's. Approval and acknowledgement of CLC receipt will be documented and copies will be maintained by the issuing organization on each campus.

Frequently Asked Questions

Our Knowledge Base has answers to the most frequently asked questions that asked by our constituents.

Bank Card FAQs