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This document outlines the procedures and responsibilities for using the Procurement Card (ProCard) at California State University, Chico. It covers the guidelines for purchasing, limits, cardholder and approving official responsibilities, required training, and detailed processes for managing transactions and reconciliations, including prohibited purchases and the steps for handling lost or stolen cards.

How to fill out procard procedures

How to fill out procard procedures

1. Review the procard policy and procedures document.
2. Obtain a procard application form from your department's financial office.
3. Fill out the application form with accurate personal and departmental information.
4. Attach any required documentation, such as identification and approval signatures.
5. Submit the completed application form to your supervisor for approval.
6. Once approved, send the application to the finance department for processing.
7. Attend any required training sessions on procard usage and policies.
8. Receive your procard and keep it in a secure location.
9. Use the procard for authorized purchases only while retaining all receipts.
10. Submit monthly statements and reconciliation forms to your financial office.

Who needs procard procedures?

1. Employees authorized to make purchases for their departments.
2. Department managers who oversee procurement processes.
3. Financial officers responsible for budget monitoring and reporting.
4. Staff involved in purchasing supplies or services on behalf of the organization.

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What is procard procedures?

Procard procedures refer to the guidelines and steps involved in using a procurement card for purchasing goods and services on behalf of an organization.

Who is required to file procard procedures?

Employees who are authorized to make purchases using a procurement card are required to file procard procedures.

How to fill out procard procedures?

To fill out procard procedures, gather all relevant purchase information, complete the required forms with details such as date, amount, vendor, and purpose, and submit them following the organization's guidelines.

What is the purpose of procard procedures?

The purpose of procard procedures is to streamline the purchasing process, ensure proper tracking of expenses, and maintain compliance with financial regulations.

What information must be reported on procard procedures?

Information that must be reported on procard procedures includes transaction date, vendor name, amount spent, account codes, and the purpose of the purchase.