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Teacher Training

Caswell County Schools. P-Card. Teacher 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… P rocurement Card. P-Card Teacher Training.

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Teacher Training

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

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

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

  4. P-Card Teacher TrainingDEFINITIONS 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. Caswell County Schools P-Card Training

  5. P-Card Teacher TrainingDEFINITIONS 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. Caswell County Schools P-Card Training

  6. P-Card Teacher TrainingDEFINITIONS 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= Caswell County Schools P-Card Training

  7. P-Card Teacher TrainingINTRODUCTION How does the P-Card function? Just like a credit card, but with the limitations of a debit card. Qualified purchases are made withoutthe need for a requisition or purchase order. In ISIS, the P-Card has the characteristics of a blanket purchase order. Caswell County Schools P-Card Training

  8. P-Card Teacher TrainingUsing 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. Caswell County Schools P-Card Training

  9. P-Card Teacher TrainingUsing 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. Caswell County Schools P-Card Training

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

  11. P-Card Teacher TrainingUsing 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. Caswell County Schools P-Card Training

  12. P-Card Teacher TrainingCardholder 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. Caswell County Schools P-Card Training

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

  14. P-Card Teacher TrainingRestricted 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. Caswell County Schools P-Card Training

  15. P-Card Teacher TrainingDocumentation 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). Caswell County Schools P-Card Training

  16. P-Card Teacher TrainingDocumentation Caswell County Schools P-Card Training

  17. P-Card Teacher TrainingTraining 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. Caswell County Schools P-Card Training

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