1. The University Purchasing Card A refresher for the experienced.

2.  This session will cover the parameters of the Purchasing Card program to include:  Limits of the card  Cardholder responsibilities  Lost/stolen or compromised cards  Monthly cardholder duties  & will touch on Liaison responsibilities

3. The University of South Carolina Purchasing Card program has been designed to help better manage low dollar supply purchases but does not replace the Purchase Order system. Follow the link below to download the policy and procedures manual: http://purchasing.sc.edu/card.shtml

4. Eligibility Requirements:  Applicant must be a USC Employee  The Approval of Department Head  Training Session Attendance  Signature on Cardholder Agreement (upon issuance of card) Purchasing Card Request Form: http://purchasing.sc.edu/doc/app.pdf

5. Congratulations….You’re a cardholder. Now what?! About the card To be used:  For official/legitimate University business purchases  Only by the individual named on the card Card Limitations:  $2,500 per transaction  $5,000 per month

6. What can I buy or what can’t I buy? Travel purchases to include Automobile rentals, hotels, railroads, taxi’s, etc., Utilities, Duty Free Stores, Eateries, Package Stores, Pawn Shops, Cigar Stores, Court Costs Barber & Beauty Shops, Dating & Escort Services, Baby- sitting Services, Car Washes, Doctors, Bail and bond Payments, Flowers, Gifts/Giveaways, Stamps, Gift Cards, clothing Memberships, Subscriptions, General Office Supplies, Services, programmatic supplies State Contract items

7. Security Maintain in a secure location at all times Who can use the card? Only the approved cardholder. Use by anyone other than the cardholder is strictly prohibited. What do I do if I misplace my card? Immediately report a lost/stolen or compromised card to Bank of America at 1-800-538-8788 (24/365).

8. Things to remember….  Obtain all sales slips and register receipts and provide to your Department Liaison for reconciliation – receipts must be itemized.  Inform your Liaison if the default account and/or object code should be changed on a transaction

9. What do you do if you erroneously charge a personal item on your p-card? Why would my p-card be declined? Can I return “stuff”?

10. Monthly Statements….. You mean I have to do more?!  Disputes – what to do if a charge appears that is incorrect  Signatures – who needs to sign, and why.  Who keeps all this? How long do I have to keep my statements? State requires 3 years Federal requires 7 years

11. New Cardholder Audit (after Year 1) P-Card Renewal Testing

12. Spending Transparency http://www.cg.sc.gov/higheredspendingtransparency/Pages/default.aspx http://www.cg.sc.gov/Pages/monthlychargecardusage.aspx

13. Leaving the University or Changing Departments? How many years can I keep my card?

14. QUESTIONS