Procedures & Requirements
Getting Started
To begin the process, please complete the following:
- Review and understand W&M's payment card procedures.
- Review the departmental payment card handling guidelines.
- Complete the Payment Card Application (xlsx) and email it to [[pci]].
- Allow up to 60 days for approvals; coordinated effort between Procurement, IT and Finance is needed prior to accepting payment cards.
- Payment cards may only be accepted using the methods approved by the university (Office of Finance - Financial Operations, Information Technology and Procurement).
- New technology solutions must be approved prior to implementation and must be properly secured and documented.
- Procurement of software applications, third party services or development of payment channels must be approved by the Office of Finance, Information Technology and Procurement prior to the execution of contractual agreements.
Once Approved
- Complete the PCI DSS & W&M payment card training and sign a Payment Card Security & Confidentiality Agreement (doc).
- Create specific department procedures using the template provided in the departmental payment card handling guidelines.
