General Information

Table of Contents

PPT Slide

General Information

General Information (continued…)

Guidelines for Purchasing Card Use

Transaction Monthly Purchase Guideline

Items/services that shall not be purchased through a Procurement Card

Items/services that shall not be purchased through a Procurement Card (continued…)

Items/services that shall not be purchased through a Procurement Card (continued…)

Items/services that shall not be purchased through a Procurement Card (continued…)

Procurement Card used with Historically Underutilized Businesses (HUBs)

Card Termination Process

Reconciling Credit Card Statements

Reconciling Documentation

Procurement Card Discrepancies

Records Management Retention Schedule

Receiving of Materials and Services

Phone Purchases - Card Holder Responsibilities

Card Holder Responsibilities for Procurement Card Returns

Billing Payment, and Account Distribution

Billing Payment, and Account Distribution

Disputing a Transaction

Disputing a Transaction (continued…)

Report a Lost or Stolen Purchasing Card

Cardholder Agreement

Audit of Transactions

Key Program Contacts

Additional items that need to be addressed

Test Your Knowledge

Question 1

Question

Question 2

Question 2

Question 3

Question 3

Question 4

Question 4

Question 5

Question 5

Question 6

Question 6

Question 7

Question 7

Question 8

Question 8

Question 9

Question 9

Question 10

Question 10

Congratulations!

PPT Slide

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