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OFFICE OF CONTRACTING AND PROCUREMENT PURCHASE CARD MANAGEMENT DIVISION Card Limit Change Request Form This form is to be completed if the Cardholder wishes to increase the credit limit on their Procurement
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How to fill out p-card limit change request
How to fill out a p-card limit change request:
01
Access the necessary form: Obtain the p-card limit change request form from your organization's procurement department or designated personnel.
02
Provide your information: Fill out the required fields in the form, such as your name, employee ID, department, and contact information. Ensure accuracy to avoid any processing delays or complications.
03
Specify the current limit: Indicate the current limit on your p-card that you wish to change. This will typically involve providing the exact dollar amount or limit category, such as monthly or daily limit.
04
Requested limit change: Clearly state the new limit you are requesting for your p-card. Be sure to align this with your anticipated spending needs and the policies of your organization.
05
Justification and supporting details: Include a brief justification for the requested limit change. Explain why it is necessary, for example, increased responsibilities or a specific project that requires additional financial flexibility. Provide any additional supporting documents or information if required by your organization.
06
Appropriate approvals: Check if the form requires any managerial or departmental approvals. Obtain the necessary signatures or electronic approvals before submitting the request.
07
Submit the request: Deliver the completed p-card limit change request form to the designated individual or department responsible for processing such requests. Ensure you meet any specified deadlines or submission procedures.
08
Follow up: If there is no initial response or confirmation within a reasonable time frame, consider following up with the relevant personnel to ensure your request is being processed.
Who needs a p-card limit change request?
01
Employees with evolving spending needs: Individuals who find that their current p-card limit hinders their ability to carry out their responsibilities effectively may require a p-card limit change request. This can occur due to increased job responsibilities, expanded projects, or changes in financial circumstances.
02
Project managers or team leaders: Personnel overseeing specific projects may need a p-card limit change request to accommodate the unique spending requirements associated with their respective initiatives. This could involve procurement of equipment, travel expenses, or purchasing supplies in bulk.
03
Department heads or executives: High-ranking personnel who frequently make significant purchases on behalf of their department or organization may need a p-card limit change to ensure they have adequate spending power. This allows them to efficiently and promptly address critical needs or capitalize on time-sensitive opportunities.
Note: The specific individuals or roles requiring a p-card limit change request may vary from organization to organization. It is important to consult the policies and guidelines established by your organization and engage with the appropriate personnel to determine your eligibility and the necessary procedures.
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What is p-card limit change request?
A p-card limit change request is a form used to request an increase or decrease in the spending limit on a purchasing card (p-card).
Who is required to file p-card limit change request?
Any cardholder or department that needs to change the spending limit on a p-card is required to file a p-card limit change request.
How to fill out p-card limit change request?
To fill out a p-card limit change request, the cardholder or department must provide their name, card number, current limit, requested limit change, reason for the change, and any supporting documentation.
What is the purpose of p-card limit change request?
The purpose of a p-card limit change request is to ensure that cardholders have the appropriate spending limit to meet their purchasing needs while maintaining proper controls and oversight.
What information must be reported on p-card limit change request?
The p-card limit change request must include the cardholder's name, card number, current limit, requested limit change, reason for the change, and any supporting documentation.
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