1. PROCUREMENT 101 TRAINING & PROCUREMENT CARD PROGRAM Presented by: Chris Wessendorf, Kim Holmberg, and DeDe Brooks

2. Procurement 101 Announcement!!!
Beginning September 2018 Chris Wessendorf is now the Trainer
RSVP to
Fiscal Year 18/19 Schedule is on Financial Services Web Page Located Under Training Information Link

3. Procurement 101 Schedule All Classes will be held in Modoc Room1009
9/26/2018
10/22/2018
11/28/2018
1/23/2019
2/27/2019
3/27/2019
4/24/2019
5/22/2019
6/19/2019

4. Procard Approvals
requests should be sent to the buyer of record.
Fiscal Year Approvals, “blanket approvals” - Buyers will evaluate and consider annual approvals for frequently purchased items or retailers.
Justification must be included in request

5. Procurement Card Quick Guide
Procurement and Contract Services Quick Links
Procurement Card Quick Guide

6. When determining whether an expense is appropriate you may reference the Procurement Card Quick Guide.
Answers to some frequently asked questions
Provides contact information for Procard
Expectations for statement documentation
What is considered a violation?
What is an audit finding?

7. Similar to the Hospitality Guide
Sorted alphabetically
Some require additional research

8. Procard Statements Provide a clear description of what was charged.
Attach the receipts in the order they appear on your monthly statement.
1st charge
2nd charge

9. 1st charge
2nd charge

10. Default Procurement Card Limits
Cardholders shall be setup with a default single transaction limit of $5,000 and a monthly transaction limit of $10,000, which includes the merchandise, tax, and shipping/handling

12. ProCard Administrators
DeDe Brooks-Moore
Kim Holmberg, Back-up
Campus Mail Address: Procurement Services, 6008