Get Procurement Card Manual For University Departments

This guide will assist users in effectively filling out the Procurement Card Manual for University Departments online. It provides clear steps and detailed instructions to navigate through the manual, ensuring a smooth experience for all users.

Follow the steps to complete the Procurement Card Manual efficiently.

1. Press the 'Get Form' button to acquire the form and open it in an editing tool.
2. Begin with Section 1: Overview. Familiarize yourself with the purpose of the Procurement Card Program and who manages it. Understanding the objectives will help ensure compliance with the guidelines.
3. Proceed to Section 2: Card Use Procedures. Here, pay attention to how to obtain a card and the procedures in case of a card decline, renewal, or cancellation. Each subsection provides essential information that must be understood before filling out the respective forms.
4. Move on to Section 3: Cardholder Responsibilities. Carefully review the responsibilities outlined for cardholders such as security measures, documentation requirements, and actions relating to disputed charges.
5. Examine Section 4: Department Responsibilities. This section clarifies the roles of the Department Procurement Card Coordinator, ensuring that they meet all requirements for managing cardholder purchases.
6. Look over Section 5: Financial Services Responsibilities. This will detail the Office of Procurement Services and Accounts Payable's roles in managing the Procurement Card Program.
7. In Section 6: Statements and Management Reports, ensure that you understand how to manage and retain the monthly billing statements for a minimum of five years.
8. After navigating all sections, ensure that each form and appendix needed is completed accurately. Once finished, you can save changes, download the document, print it, or share it with the necessary parties involved.

Complete the Procurement Card Manual online today to ensure compliance and efficient management of your department's purchasing processes.