Get the free Procurement Card Handbook

This handbook provides guidelines and procedures for cardholders and approving officials in the usage of the Procurement Card (ProCard) at Sonoma State University. It outlines responsibilities, prohibited purchases, reconciliation processes, and compliance requirements to ensure appropriate use of the ProCard for authorized commodities and limited services.

How to fill out procurement card handbook

How to fill out procurement card handbook

1. Step 1: Gather all necessary documentation, including the procurement card application form and any approval signatures.
2. Step 2: Review the guidelines and policies regarding procurement card usage provided by your organization.
3. Step 3: Fill out the procurement card handbook by entering your personal and departmental information in the designated sections.
4. Step 4: Include specific details of projected expenses and categories of purchases in the appropriate fields.
5. Step 5: Ensure you have the required documentation to support your procurement card request, such as quotes or estimates.
6. Step 6: Review your completed handbook for accuracy and completeness.
7. Step 7: Submit the handbook for approval as per your organization's instructions.

Who needs procurement card handbook?

1. Employees who are responsible for making purchases on behalf of their department.
2. Finance and procurement teams that oversee the issuance and management of procurement cards.
3. Management who need to approve procurement card requests and monitor expenditures.

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What is procurement card handbook?

The procurement card handbook is a guide that outlines the policies, procedures, and guidelines for the use of procurement cards within an organization.

Who is required to file procurement card handbook?

Typically, employees who are issued procurement cards and their managers are required to file the procurement card handbook.

How to fill out procurement card handbook?

To fill out the procurement card handbook, individuals should follow the provided instructions, ensuring to complete all necessary sections accurately and attach required documentation.

What is the purpose of procurement card handbook?

The purpose of the procurement card handbook is to establish clear guidelines for the use, management, and reporting of procurement cards to ensure compliance and proper fiscal responsibility.

What information must be reported on procurement card handbook?

Reports must include details such as transaction dates, amounts, descriptions of purchases, supporting documents, and the name of the cardholder.