Get the free Caltech P-Card PURCHASING CARD LIMIT CHANGE FORM - procurement caltech

Caltech P-Card PURCHASING CARD LIMIT CHANGE FORM Date: Cardholder: ? Increase limit ?? Decrease limit (select one) Current Limit: Single Purchase Limit: Monthly Limit: New Limit Single Purchase Limit

How to fill out caltech p-card purchasing card

How to fill out caltech p-card purchasing card:

1. Start by gathering all the necessary information and documentation required for the application process.
2. Visit the Caltech p-card website and download the application form. Ensure you have the most up-to-date version.
3. Carefully read and understand the instructions provided on the application form.
4. Begin by entering your personal information, including your full name, contact details, and your position at Caltech.
5. Provide your department information, including the department name, department number, and chartstring. This is important for proper allocation and tracking of expenses.
6. Indicate the funding source for the p-card, which could be a specific grant, cost center, or other funding mechanism.
7. Specify the desired card limits, such as the monthly spending limit and any transaction limits you wish to impose.
8. Include any additional cardholder information if you are applying for a card on behalf of someone else. This might involve specifying their name, department, and contact information.
9. Sign and date the application form, agreeing to the terms and conditions outlined by Caltech.
10. Submit the completed application form along with any supporting documentation as specified on the form, such as supervisor approval or additional paperwork.
11. Wait for the review process to be completed. Caltech will assess your application and may request further information or clarification if needed.
12. If approved, you will be notified, and your p-card will be issued to you. You will also receive instructions on how to activate and use the card for purchasing purposes.

Who needs Caltech p-card purchasing card:

1. Faculty members: Professors and academic staff at Caltech may require a p-card to facilitate their research or instructional needs, allowing for convenient and efficient procurement of necessary supplies, equipment, and services.
2. Administrative staff: Various administrative departments, such as finance, purchasing, or facilities, may utilize p-cards to streamline their operational activities and manage expenses more effectively.
3. Campus organizations: Student groups, clubs, or organizations affiliated with Caltech may apply for a p-card to support their activities and purchase necessary items or services for their events or projects.
4. Authorized personnel: Individuals who are authorized by Caltech and possess the required responsibilities and accountability to make purchases on behalf of the institute may be issued a p-card for official use.

Please note that the eligibility and specific requirements for obtaining a Caltech p-card may vary depending on the department, position, and approval processes within the institute.

For pdfFiller’s FAQs

What is caltech p-card purchasing card?

The Caltech p-card purchasing card is a credit card provided to Caltech employees for the purpose of making small, low-dollar purchases on behalf of the institution.

Who is required to file caltech p-card purchasing card?

Caltech employees who have been issued a p-card are required to file their purchasing card transactions.

How to fill out caltech p-card purchasing card?

To fill out the Caltech p-card purchasing card, employees must log their transactions, including vendor details, purchase amounts, and business purposes.

What is the purpose of caltech p-card purchasing card?

The purpose of the Caltech p-card purchasing card is to streamline the procurement process for small purchases and reduce administrative burdens.

What information must be reported on caltech p-card purchasing card?

Information such as vendor details, purchase amounts, business purposes, and any required approvals must be reported on the Caltech p-card purchasing card.

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