1 / 12

UNC Charlotte Purchasing Card Program

UNC Charlotte Purchasing Card Program. Annette Heller. Agenda. Program Overview Program Benefits Roles and Responsibilities How do we get started? Once we have card(s), what do we do? Resources Questions. Purchasing Card Program.

elani
Download Presentation

UNC Charlotte Purchasing Card Program

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. UNC Charlotte Purchasing Card Program Annette Heller

  2. Agenda • Program Overview • Program Benefits • Roles and Responsibilities • How do we get started? • Once we have card(s), what do we do? • Resources • Questions

  3. Purchasing Card Program • The purchasing card (p-card) is a toolto facilitate • the purchasing of goods • The p-card is a Visa credit card issued • through Bank of America • The p-card is for university business only

  4. Purchasing Card Program • The purpose of the program is to simplify the • procurement and payment processes for small • purchases • Single purchase limit is $2,500 • Daily limit is $5,000 • Monthly limit is $25,000

  5. Program Benefits • No vendor setup required • Eliminates creating a requisition and PO for low • dollar allowable purchases • Eliminates using personal funds • Simplifies the travel prepayment process • No waiting for reimbursements • Provides convenience to purchase online • Immediate access to goods • Immediate payment to vendor

  6. Roles and Responsibilities • Accountholder • Makes allowable purchases • Turns receipts into reconciler • Reconciler • Collects receipts • Allocates and documents purchases in Works • Approver/Manager • Reviews allocations and comments in Works • Submits reconciliation packet

  7. Roles and Responsibilities • Department Head • Provides fiscal oversight and management of • business operations • Selects department employees for participation • in the program based upon business needs • Accounts for the use of the p-card in the • department

  8. How do we get started? • Discuss program with Department Head to • determine who should participate in the program • Complete the application • Register for training through Skillport • All participants (accountholder, reconciler, approver) • attend a one hour training session

  9. Once we have card(s), what do we do? • Make allowable purchases • Upload receipt online • Provide online signoff for purchases • Submit reconciliation packet monthly • Receipts only, no 16 digit card numbers

  10. Resources • Purchasing Card Website • Forms • FAQ’s • Testimonials • Reference Materials • Purchasing Card Manual • Purchasing Card Procedures: Purchase to Reconciliation Packet • Allowable and Non-Allowable Expenses • Purchasing Card Calendar • Training Registration link • Link to Bank of America Works system

  11. Message from Mail Services “Always include your department name for mail order deliveries when using the p-card” Laura Rice Mail Services

  12. Annette Heller Purchasing Card Administrator (704) 687-5763 purchasingcard@uncc.edu Questions

More Related