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Business Services PROCUREMENT CARD RULES AND PROCEDURES REVISED: October 2023 The Board of Trustees authorized the use of procurement cards (ProCard) at their meeting in December 2003. This authority

How to fill out business services procurement card

How to fill out business services procurement card

1. Obtain the business services procurement card from your finance department.
2. Review the cardholder agreement and familiarize yourself with policies.
3. Gather necessary documentation for the purchase (quotes, invoices, etc.).
4. Fill out the procurement card application form with details of the purchase.
5. Include the purpose of the purchase and the estimated cost.
6. Submit the form for approval to your supervisor or designated authority.
7. Once approved, use the card to make the purchase with the vendor.
8. Keep all receipts and documentation related to the transaction.
9. Reconcile your procurement card statements monthly to ensure accuracy.
10. Submit the reconciliation to finance along with any required backup documentation.

Who needs business services procurement card?

1. Employees who frequently make purchases on behalf of the business.
2. Department heads managing budgets and needing quick access to funds.
3. Staff involved in procurement and purchasing processes.
4. Teams requiring access to business services without lengthy approval processes.

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What is business services procurement card?

A business services procurement card is a type of purchasing card that allows employees to buy goods and services on behalf of their organization, streamlining the procurement process and reducing administrative overhead.

Who is required to file business services procurement card?

Typically, employees designated by their organization to make purchases for business purposes are required to file the business services procurement card.

How to fill out business services procurement card?

To fill out a business services procurement card, you need to include the date of purchase, the vendor's name, a description of the purchased items or services, the amount spent, and any other relevant details as per your organization’s guidelines.

What is the purpose of business services procurement card?

The purpose of a business services procurement card is to facilitate easier and quicker purchasing of goods and services, improve tracking and reporting of expenditures, and enhance efficiency in the procurement process.

What information must be reported on business services procurement card?

Required information to be reported on a business services procurement card generally includes the transaction date, vendor name, description of items or services purchased, amount spent, purpose of the purchase, and any associated receipts or documentation.