1. BACKNEXT Caswell County Schools P-Card Training Teacher Training Caswell County Schools

2. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Completion of this online training is mandatory for Cardholders, P-Card Coordinators, and Cardholder Managers every year before anyone will be allowed to obtain or use a… Procurement Card

3. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training The Caswell County Schools Procurement Card, also known as P-Card, is a valuable tool for quickly and efficiently purchasing and paying for small-dollar expenditures.

4. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training DEFINITIONS What is a P-Card ? –A VISA credit card issued by SunTrust Bank Who is a Cardholder ? –Any individual employee who has been issued a P-Card.

5. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training DEFINITIONS What are Teacher P-Cards ? –P-Cards embossed with the Teacher’s name. Only CCS employees may use these cards with proper CCS identification. Who is a P-Card Coordinator ? –The employee responsible for overseeing card activity and reviewing transactions in SunTrust’s Enterprise Spend Program (ESP). Generally, it’s the School Treasurer in a school and the Administrative Assistant in a department.

6. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training DEFINITIONS Who is the Cardholder Manager ? –For purposes of the P-Card, this refers to the: Principal or Director with budgetary authority for the unit. Who is the P-Card Manager ? –The Finance Department representative responsible for the P-Card program. For more specific information, go to the CCS Finance website http://www.caswell.k12.nc.us/?DivisionID=4503&ToggleSideNav=

7. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training INTRODUCTION How does the P-Card function? Just like a credit card, but with the limitations of a debit card. Q Qualified purchases are made without the need for a requisition or purchase order. In ISIS, the P-Card has the characteristics of a blanket purchase order.

8. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Using your P-Card Spending Limits Per Transaction $$$ Limit -The CCS Teacher P-Cards have a maximum limit on any single P-Card purchase is $100. -The CCS Teacher P-Cards will be declined if the transaction total is greater than $100. -Limits also include sales tax & shipping charges.

9. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Using your P-Card Spending Limits Other Limitations -Purchases are limited to only classroom supplies and materials. -If a purchase is questionable for this category please get approval from your Principal before making the purchase.

10. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Using your P-Card Spending Limits Other Limitations -The $100 must be used by December 31 st or it will be returned to the school for spending at the Principal’s discretion. -Inappropriate purchases will have to be reimbursed.

11. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Using your P-Card Purchasing Guidelines Be sure to have your CCS Employee ID in case it is required. Confirm the vendor accepts VISA. Always obtain receipts for merchandise purchased. Turn in receipts to the P-Card Coordinator within 2 days of your purchase.

12. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Cardholder Responsibilities Protection of Card Cardholder must protect the security of P-Cards and the P- Card numbers at all times. If the card is lost or stolen, immediately call SunTrust Bank at: 1 (800) 836-8562 Cardholder must notify P-Card Manager in writing ASAP.

13. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Cardholder Responsibilities Limitations It is the Cardholder’s responsibility to ensure the availability of funds before making purchases.

14. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Restricted Purchases Violations & Suspensions Any purchase of restricted or prohibited items will result in a P-Card Violation Warning and/or suspension of P-Card privileges. Serious infractions may result in termination and/or criminal prosecution.

15. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Documentation If NO documentation is received: Make a photocopy of the catalog page or computer screen showing: –The items purchased and price Attach the Missing Documentation Form (see image on the next page).

16. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Documentation

17. BACKNEXT Caswell County Schools P-Card Training P-Card Teacher Training Training Completion Form Congratulations!!!!! Please complete the Purchasing Card Training Completion & Cardholder Agreement Forms and turn them in to your School Treasurer as soon a possible.