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WFISD Credit Card Program

Learn about the WFISD Credit Card Program guidelines before using your card. Follow procedures, know authorized uses, and avoid unauthorized expenses. Receipt documentation is required. Reconcile your monthly statement promptly.

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WFISD Credit Card Program

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  1. WFISD Credit Card Program Kelley Bloodworth Travel Buyer 235-1017, ext 13006 kbloodworth@wfisd.net

  2. Before using the credit card, the traveler must: • Summarize estimated travel costs on WFISD Travel Request form • Obtain approval by the Budget Manager evidenced by his (her) signature on the form • Submit the form to the Travel Buyer

  3. Authorized Uses of the Credit Card • Registration Fees • Hotel Accommodations ONLY • No Personal Charges • Vehicle Rentals (for business purposes) • Shuttles, Taxis, or other forms of local transportation • Airline Tickets (purchased by Travel Buyer ONLY) • Parking • Gasoline for district vehicles or rental cars ONLY

  4. Unauthorized Uses of the Card • Personal items of any kind • Meals • Gasoline (If eligible for a mileage reimbursement)-NO DOUBLE DIPPING • Purchase of any goods or services in violation of district purchasing policies/procedures requiring bids, quotes and/or purchase orders

  5. Receipt documentation is required for all charges. • Registrations • Air Travel • Taxis, shuttle buses, local buses Gratuity cannot be charged to the credit card • Rental Vehicles/Gas • Hotels Itemized hotel bill is required

  6. Reconciling Monthly Statement • Responsibility of the cardholder • Memo statement will be received by cardholder around the 15th of every month • Website:http://sdol.jpmorganchase.com • All charges must be supported by original receipts and a copy of the travel request and turned in to Beverly Wyatt in Finance • Statement and documentation must be turned in by 20th of every month

  7. .......................................... Questions????

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