Program Changes - Fall 2007

The Purchasing Card program has undergone changes which will:

ensure that campus policy is aligned with recently updated UC Office of the President (OP) policy
streamline the roles and responsibilities of the cardholder and those staff who oversee card activity
align the Purchasing Card review process with that of the DaFIS Departmental Purchase Order (DPO)
improve the training experience for new program participants and those completing the annual training

Program Area	Previous	Current	More Information
Roles	5 roles: Cardholder Receiver Supervisory Reviewer Feed Payment Distribution (FPD) Reviewer Ledger Reviewer	3 roles: Cardholder Account Manager Ledger Reviewer	The roles and responsibilities have been streamlined. See P&P Manual 350-22 and Separation of Duties for best practice recommendations.
Purchasing Log	Required	Optional	Cardholders can reconcile their monthly statement against the source documents or use a Purchasing Log. See Purchasing Log Examples for more information.
Training	Two separate initial training modules: Cardholder and Reviewer Required annual refresher training is the same as the initial training	One initial training module for everyone Required annual refresher training is different from the initial training and presents case studies	The online training is available on the Purchasing Card Web site.
Cardholder Application	Supervisory Reviewer user ID required to initiate	Account Manager user ID required to initiate	Since Supervisory Reviewer is no longer a defined role, the Account Manager's ID should be entered when applying for a card. In order to be valid, the account manager must have completed online training within the last year.
Dispute Reporting	No standardized method for reporting disputes to Purchasing Card Administrator	Online Dispute Reporting Form can be used to report disputes	The Dispute Reporting Form ensures that the Purchasing Card Administrator is aware of any disputes on the Purchasing Card.
Allowable Use	No Memberships No Utility Payments	Memberships ok* Utility payments ok	Visit the Allowable Use page for more information.

*Memberships require additional approvals. See the FAQ for more information.

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