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Procurement 101 Announcement!!!

PROCUREMENT 101 TRAINING & PROCUREMENT CARD PROGRAM Presented by: Chris Wessendorf, Kim Holmberg, and DeDe Brooks. Procurement 101 Announcement!!!. Beginning September 2018 Chris Wessendorf is now the Trainer RSVP to chris.wessendorf@csus.edu

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Procurement 101 Announcement!!!

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  1. PROCUREMENT 101 TRAINING & PROCUREMENT CARD PROGRAMPresented by: Chris Wessendorf, Kim Holmberg, and DeDe Brooks

  2. Procurement 101Announcement!!! Beginning September 2018 Chris Wessendorf is now the Trainer RSVP to chris.wessendorf@csus.edu Fiscal Year 18/19 Schedule is on Financial Services Web Page Located Under Training Information Link

  3. Procurement 101 ScheduleAll Classes will be held in Modoc Room1009 • 9/26/2018 • 10/22/2018 • 11/28/2018 • 1/23/2019 • 2/27/2019 • 3/27/2019 • 4/24/2019 • 5/22/2019 • 6/19/2019

  4. Procard Approvals • Email requests should be sent to the buyer of record. https://www.csus.edu/aba/procurement/staff.html • Fiscal Year Approvals, “blanket approvals” - Buyers will evaluate and consider annual approvals for frequently purchased items or retailers. • Justification must be included in request

  5. Procurement Card Quick Guide • https://www.csus.edu/aba/procurement/ • Procurement and Contract Services Quick Links • Procurement Card Quick Guide

  6. When determining whether an expense is appropriate you may reference the Procurement Card Quick Guide. • Answers to some frequently asked questions • Provides contact information for Procard • Expectations for statement documentation • What is considered a violation? • What is an audit finding?

  7. Similar to the Hospitality Guide • Sorted alphabetically • Some require additional research

  8. Procard Statements • Provide a clear description of what was charged. • Attach the receipts in the order they appear on your monthly statement. 1st charge 2nd charge

  9. 2nd charge 1st charge

  10. Default Procurement Card Limits • Cardholders shall be setup with a default single transaction limit of $5,000 and a monthly transaction limit of $10,000, which includes the merchandise, tax, and shipping/handling

  11. ProCard Administrators • DeDe Brooks-Moore • Kim Holmberg, Back-up Email: procard@csus.edu Campus Mail Address: Procurement Services, 6008

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