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Purchasing Assets with a P-CARD

Purchasing Assets with a P-CARD. Presented by: David Bonola Tom Vaughan. Agenda. Assets Background Defining Assets The P-CARD Process for Assets Communication Training Guide. Assets Background. 4.7 Billion Dollars in Core-CT 295,000 Assets 26,000 Asset Locations. Assets Background.

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Purchasing Assets with a P-CARD

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  1. Purchasing Assets with a P-CARD Presented by: David Bonola Tom Vaughan

  2. Agenda • Assets Background • Defining Assets • The P-CARD Process for Assets • Communication • Training Guide

  3. Assets Background • 4.7 Billion Dollars in Core-CT • 295,000 Assets • 26,000 Asset Locations

  4. Assets Background • Establishing Assets • Integration Interfacing (Preferred) • Basic Add (Manual) • Conversion

  5. Real Property All Assets Regardless of Cost/Value Personal Property $1000.00 Capitalized Assets Threshold/Useful Life ≥ 1 Year Agency Defined Controllable < $1000.00 Defining Assets

  6. The P-CARD Process Overall Process • P-Card used for Payment • Identify if Asset Related • Log Asset Information • Monthly Purchase Order • Asset PO Receipt • Voucher

  7. The P-CARD Process Setting up the Purchase Order • JP Morgan Chase Bank • Assets on Separate Lines • Receiving Required (asset line) • Key Asset Information • Account Code • AM Business Unit • Profile ID • Location

  8. The P-CARD Process Asset Receipt • Assign Asset ID • Verify Location • Verify Quantity • Verify Profile ID • Verify AM Business Unit Required

  9. The P-CARD Process Voucher • Verify Asset Information (Last Chance) • Voucher Information Compared to Receipt • Voucher Post Sends Data to AM

  10. Communication Successful P-CARD Asset Integration Relies on: • Effective, Efficient Processes • Clear Communication • Skilled/Educated Users

  11. Training Guide User Productivity Kit (UPK) • Online Interactive Training

  12. Questions ?

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