Effective Management of P-Card Usage in Educational Institutions

Slide Note

Enhance control over P-Card organization and distribution in educational settings through structured procedures and clear assignment guidelines. Ensure accountability and efficiency by defining card allocation criteria and authorization requirements tailored to your district's needs.

jhad Follow

Uploaded on Sep 24, 2024 | 0 Views

Download Presentation

Please find below an Image/Link to download the presentation.

The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.

E N D

Presentation Transcript

P-CARD ORGANIZATION Shanna Flores, Havre Public Schools

CARD ASSIGNMENT Who WANTS a Card Who NEEDS a Card Who GETS a Card Who KEEPS a Card

EVERYBODY WANTS SOME All District Employees: Individual Use Agreement - Signature Copy of Policy on Back - Signature

EVERYBODY FEELS THE NEED Create a Procedure that fits your District Employees with their own card: Administrators Bldg. Secretaries Tech Department Heads Coaches Advisors Employees who tend to spend: Choir/Band Directors Custodians Maintenance

BUT DOES EVERYBODY GET ONE? Check Out or Sign Out Sheet Payment Authorization Form Receipt Trip Approval Form

AND LAST BUT NOT LEAST. WHO KEEPS IT? You decide.

CARD FLOW The more the merrier Preauthorization is key Set procedures you can live by

MORE CARDS=MORE $$ District Authorized Spenders Administrators Building Secretaries Maintenance Activity Advisors Coaches Or employees in good/long standing rolls

REQUIRE PRE AUTHORIZATION Pre-authorization Form-requires a signature from Administrator or Department Head and a budget line prior to card check out Travel Supplies