DOCUMENT

POL - P-Card

  • ENTITY TYPE: K-12
  • TYPE OF DOCUMENT: POL - Policies/Procedures
The document provides detailed information and procedures for the use of procurement cards in a school or department setting. It outlines the steps for obtaining and using a procurement card, including the process of signing it out from the procurement card manager and providing necessary information to vendors. The document emphasizes the importance of staying within budget limits and provides guidelines for handling tax exemptions, verifying purchase amounts, and requesting confirmation of purchase. Additionally, the document specifies different expenditure limits for cardholders based on their roles and responsibilities. It also includes contact information for support and management of the procurement card system, ensuring that users have access to assistance when needed. Furthermore, the document provides instructions for setting up a procurement card management file system, posting transactions, and submitting monthly invoices and documentation. It addresses common issues such as discrepancies in charges and provides guidance on how to handle lost or stolen cards. In such cases, it is crucial to report the incident immediately to Bank of America Customer Services via telephone. Overall, the document serves as a comprehensive guide for effectively managing procurement card usage in a school or department, ensuring compliance with budgetary constraints and providing clear procedures for cardholders to follow.
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