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SBBCs Purchasing Card Setup Training Program P-Card.

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Presentation on theme: "SBBCs Purchasing Card Setup Training Program P-Card."— Presentation transcript:

1 SBBCs Purchasing Card Setup Training Program P-Card

2 TRAINING Setting up a Purchasing Card (P-Card) Account

3 What is a P-Card? 1. It is a Visa Credit Card issued by the Bank of America. 2. The credit card is issued in the name of the employee that will be using the card. 3. It is a fast and flexible purchasing tool. P-Card

4 Who Should Use the P-Card? 1. An SBBC employee that has been approved by their principal, department head or Designee 1. a) Bookkeeper b) Budgetkeeper P-Card 1 Hereafter Collectively referred to as Designee.

5 Why should Schools and Departments use a P-Card? 1. Faster and easier way to obtain Supplies. 2. REQ or PO is not Required. 3. Reduces the turnaround time on the delivery of goods and services. P-Card

6 What can be purchased on a P- Card? 1.Supplies and Services that cost less than $1,000 per line item. 2.Examples - Postage, subscriptions, Film Processing, printed materials, etc. P-Card

7 Who can approve purchases with a P-Card? 1. A SBBC Principal, department head or designee (i.e., designee). P-Card

8 How do we sign up? 1.Complete an Application. 2.Have Designee sign the Application. 3.Send the Application to Purchasing a)Attn: Carmelo Guerra – P-Card Administrator P-Card

9 What Form should be completed? P-Card

10 Schools and Centers Use the following form: APPENDIX 1 ( Purchasing Card Program Policies and Procedures Manual) SBBC Purchasing Card Agreement- Schools/Centers P-Card

11 Departments use the following form: APPENDIX 2 ( Purchasing Card Program Policies and Procedures Manual) SBBC Purchasing Card Agreement- Departments P-Card

12 How long should it take to receive your card? You should receive your card in 2-3 weeks from the time Purchasing receives your signed Application. P-Card

13 Additional Information 1. Read the Purchasing Card Policies and Procedures Manual located on the purchasing website. P-Card

14 Additional Information 2. Contact Purchasing Card Administrator Carmelo Guerra a) Phone: b) P-Card


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