1. Purchasing Assets with a P-CARD Presented by: David Bonola Tom Vaughan

2. Agenda 1) Assets Background 2) Defining Assets 3) The P-CARD Process for Assets 4) Communication 5) Training Guide

3. Assets Background 4.7 Billion Dollars in Core-CT 295,000 Assets – 295,000 Assets – 26,000 Asset Locations

4. Assets Background Establishing Assets – Integration Interfacing (Preferred) – Basic Add (Manual) – Conversion

5. Defining Assets Real Property All Assets Regardless of Cost/Value Personal Property $1000.00 Capitalized Assets Threshold/Useful Life 1 Year Agency Defined Controllable < $1000.00

6. The P-CARD Process P-Card used for Payment Identify if Asset Related Log Asset Information Monthly Purchase Order Asset PO Receipt Voucher Overall Process

7. The P-CARD Process JP Morgan Chase Bank Assets on Separate Lines Receiving Required (asset line) Key Asset Information Account Code AM Business Unit Profile ID Location Setting up the Purchase Order

13. The P-CARD Process Asset Receipt Assign Asset ID Verify Location Verify Quantity Verify Profile ID Verify AM Business Unit Required

14. The P-CARD Process Voucher Verify Asset Information (Last Chance) Voucher Information Compared to Receipt Voucher Post Sends Data to AM

15. Communication Successful P-CARD Asset Integration Relies on: Effective, Efficient Processes Clear Communication Skilled/Educated Users

16. Training Guide User Productivity Kit (UPK) Online Interactive Training

17. Questions ?