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Procurement 101 Announcement!!!

Join the Procurement 101 Training Program presented by Chris Wessendorf, Kim Holmberg, and DeDe Brooks. Learn about Procard Approvals and Quick Guides. Register now for classes starting in September 2018. Email requests to the buyer of record for fiscal year approvals. Procurement Card limits and administration details included.

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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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