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Get the free Procurement Card (cal-card) Procedures Handbook

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This handbook outlines the procedures for using the CAL-Card, a flexible purchasing method designed for State and Local Government agencies. It details program participation requirements, cardholder qualifications, allowed purchases, reconciliation processes, and responsibilities of cardholders and approving officials within the Ohlone Community College District. The handbook aims to provide clear guidelines to ensure compliance with procurement regulations and effective use of the CAL-Card...
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How to fill out procurement card cal-card procedures

01
Gather all necessary documents related to the procurement card usage.
02
Access the procurement card management system or platform.
03
Enter the cardholder's information, including name, department, and card number.
04
Document the purpose of the procurement, including details of the items or services purchased.
05
Ensure receipts and supporting documentation are attached for all transactions.
06
Review the transaction for accuracy, ensuring that it aligns with organizational policies.
07
Submit the completed procurement card report for review and approval by the designated authority.

Who needs procurement card cal-card procedures?

01
Employees who are issued a procurement card for business-related purchases.
02
Managers who oversee the procurement process and need to ensure compliance.
03
Finance and accounting departments responsible for tracking expenses and reconciling reports.
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Procurement card cal-card procedures refer to the guidelines and steps required for the usage and management of procurement cards, also known as cal-cards, which are corporate credit cards used for purchasing goods and services.
Typically, employees who are authorized to use procurement cards for business-related purchases are required to file procurement card cal-card procedures.
To fill out procurement card cal-card procedures, users should provide necessary purchase details, including the item description, amount spent, purpose of the expenditure, and attach any relevant receipts or documentation.
The purpose of procurement card cal-card procedures is to establish a standardized process for the proper use, tracking, and reporting of purchases made with procurement cards, ensuring accountability and compliance with financial regulations.
The information that must be reported includes the date of purchase, vendor name, description of goods/services purchased, total amount charged, and any applicable receipts.
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