Deliver the card to the appropriate Cardholder and verify that the card is subsequently signed on the back. Instruct the Cardholder on the proper use of procurement cards, the consequences of unauthorized use, and provide updated training as needed. Assign, update, and monitor the limits for each of the individual Cardholders, as well as the specific merchant and vendor categories which are disallowed for each Cardholder and for the agency in general. This information, and any other applicable information, will be documented for each Cardholder. The PCA is responsible for ensuring that purchasing limits assigned for each Cardholder comply with the restrictions of SAM 1552.0, including the limitation of $4,999.99 for each purchase unless otherwise specified, or unless State Purchasing has granted specific authorization for certain items at higher limits. Cardholder Responsibilities Each Cardholder is required to: Abide by all the conditions noted on the Cardholder Agreement Form. Use the card for qualifying agency purchases only. Ensure that the card is not used by another individual. When purchasing, cardholders will: Comply with all agency purchasing and expenditure policies and procedures, as well as SAM 1500 and other relevant state regulations and statutes. Ensure that no sales tax is charged on purchases. Ensure that purchases do not exceed assigned limits or budgeted amounts for that category and that individual limits are not circumvented by splitting purchases. Upon receipt of each purchase, verify that the correct number of items was received and that all merchandise is in good condition, and, if applicable, sign the accompanying packing slip attesting to the quantity and condition of the merchandise. Ensure that an independent receiver sign receipt/packing slips as verification of the item(s). If the cardholder cannot obtain independent verification of goods, the cardholder provides invoices or other backup documentation (as applicable) as soon after purchase for each transaction to their Supervisor or PCA for initial review. Cardholders will also: Report any disputes or discrepancies to the PCA or PPOC. Work with vendor, PCA/PPOC, and financial institution to resolve issues. Immediately report any unauthorized use of the card to the PCA/Supervisor. Report any lost or stolen cards to the issuing financial institution within 24 hours and to their PCA or Supervisor at the first opportunity during business hours. Return their card to the PCA upon termination of employment and/or transfer to a different position and/or agency.
Deliver the card to the appropriate Cardholder and verify that the card is subsequently signed on the back. Instruct the Cardholder on the proper use of procurement cards, the consequences of unauthorized use, and provide updated training as needed. Assign, update, and monitor the limits for each of the individual Cardholders, as well as the specific merchant and vendor categories which are disallowed for each Cardholder and for the agency in general. This information, and any other applicable information, will be documented for each Cardholder. The PCA is responsible for ensuring that purchasing limits assigned for each Cardholder comply with the restrictions of SAM 1552.0, including the limitation of $4,999.99 for each purchase unless otherwise specified, or unless State Purchasing has granted specific authorization for certain items at higher limits. Cardholder Responsibilities Each Cardholder is required to: Abide by all the conditions noted on the Cardholder Agreement Form. Use the card for qualifying agency purchases only. Ensure that the card is not used by another individual. When purchasing, cardholders will: Comply with all agency purchasing and expenditure policies and procedures, as well as SAM 1500 and other relevant state regulations and statutes. Ensure that no sales tax is charged on purchases. Ensure that purchases do not exceed assigned limits or budgeted amounts for that category and that individual limits are not circumvented by splitting purchases. Upon receipt of each purchase, verify that the correct number of items was received and that all merchandise is in good condition, and, if applicable, sign the accompanying packing slip attesting to the quantity and condition of the merchandise. Ensure that an independent receiver sign receipt/packing slips as verification of the item(s). If the cardholder cannot obtain independent verification of goods, the cardholder provides invoices or other backup documentation (as applicable) as soon after purchase for each transaction to their Supervisor or PCA for initial review. Cardholders will also: Report any disputes or discrepancies to the PCA or PPOC. Work with vendor, PCA/PPOC, and financial institution to resolve issues. Immediately report any unauthorized use of the card to the PCA/Supervisor. Report any lost or stolen cards to the issuing financial institution within 24 hours and to their PCA or Supervisor at the first opportunity during business hours. Return their card to the PCA upon termination of employment and/or transfer to a different position and/or agency.