# Presentation: 040093

## Purchase Business Line Customer Breakfast

**Purchase Business Line Customer Breakfast**

## Agenda for Purchase Line Breakfast

**Welcome****	****	****	****10 minutes**
**Icebreaker**
**Refreshments**
**Share Information****	****	****35 minutes**
**Q&A****	****	****	****	**** 5 minutes**
**Summary/Close****	****	**** 5 minutes**
**Evaluation****	****	****	**** 5 minutes**

**Notes:**
Here’s our example agenda so we be sure to keep things to an hour.  The Evaluation is key so we can continue improving the meetings as we go.

## Integrated Charge Card Program

**Karla Smiley**
**Manager**
**Acquisition & Assistance **
**Management Division (AAMD)**
**84-27800**

**Steve Eckelberg**
**Manager Acquisition Operation Group**
**Denver and Washington Offices**
**84-27810**

**Nicole Haines **
**Purchase Line Coordinator**
**Denver and Washington Offices**
**x2435**

**Judi Neukirchner**
**Purchase Line Card Coordinator**
**Reclamation-wide Responsibility**
**84-27800**

**Purchase Business Line****Roles and Responsibilities**

**Notes:**
Judi

## Purchase Business Line

**Purchase Line vs. Travel Line**
**What’s the difference?**
**Delegated Authority**
**What is your responsibility as a cardholder?**
**Purchase Limits**
**Micropurchase Threshold**
**Supplies- ****	****  $3000**
**Services- ****	****  $2500**
**Construction- $2000**

## Food & Entertainment

**ADM 06-02 and Form 7-2575**
**When can we buy “entertainment”**
**Training**
**Meetings & Conferences**
**Awards**
**When can’t we buy “entertainment”**
**Unless expressly authorized**
**Everyday business meetings**
**What documentation is needed**

## Non-Monetary Awards

**ADM 06-01 & Form DI-451**
**What can we buy**
**Nominal value <$50**
**Manager coordination**
**Significant value >$50 **
**Manager and HR coordination**
**Taxable**
**What documentation is needed**
**DI-451 copy (Process through HR if >$50)**
**HR Policy**

## Convenience Checks

**Only for vendors that don’t accept Mastercard**
**Purchase Limit**
**$2500**
**>$2500 processed through PR**
**What documentation is needed**
**Carbon copy of check**
**1099 copy- if applicable**
**Receipts**

## Required Sources of Supply

**What are they? FAR 8.002**
**Warehouse (Reclamation or other agency)**
**Ability One (JWOD)**
**Federal Supply Schedules (GSA)**
**Why are they required?**
**DOI BPAs **
**Documentation**
**Note on statement as to non-availability**
**Show that the cardholder understands the requirement**

**Notes:**
Unicor used to be002
DOI BPAs– mandtory (IT); optional (peripherals)

## Statement Documentation & Retention

**Statement Requirements**
**Brief description of transaction**
**Original itemized receipt for all dollar amounts**
**Supporting documentation (i.e. JHA, 7-2575, DI-451)**
**Record Retention**
**Distribution A/Memo **
**Centrally filed**
**Statements and receipts**
**3 years with another 7 years for EPA**

**Helpful WebLinks**
**AAMD/AOG Intranet  http://www.usbr.gov/mso/aamd.html**
**Purchase Business Line Handbook**
**http://://www.usbr.gov/mso/aamd/purchCard.html**
**Department of the Interior Charge Card Program Guide**
**	****http://www.doi.gov/pam/chargecard/**
**Reclamation Charge Card Record Retention Requirements**
**	**_**[http://intra.do.usbr.gov/dasc/InfoBull/2007/ChargeRetention.pdf](http://intra.do.usbr.gov/dasc/InfoBull/2007/ChargeRetention.pdf)**_
**Reclamation Manual, Directives and Standards, ADM 06-01 (Purchase of Non-Monetary Awards) and ADM 06-02 (Purchase of Entertainment)**
**	**_**[http://](http://www.usbr.gov/recman/DandS.html)**__**[www.usbr.gov/recman/DandS.html](http://www.usbr.gov/recman/DandS.html)**_
**Department of the Interior, Mandatory BPA’s for the Purchases of IT Equipment (Servers, Desktops, Laptops, Monitors and Printers**
**	****http://intra.do.usbr.gov/dasc/InfoBull/2006/IT%20PurchasingBPA.pdf**
**	**_**[http://intra.do.usbr.gov/help/ordering/ordering.html](http://intra.do.usbr.gov/help/ordering/ordering.html)**_
**Federal Acquisition Regulations (FAR Part 8.002 Priorities for Use of Government Supply.  Note:  Federal Prison Industries is not a required source under $2,500 – FAR Part 8.605)  **_**[http://](http://www.acquisition.gov/far/)**__**[www.acquisition.gov](http://www.acquisition.gov/far/)**__**[/far/](http://www.acquisition.gov/far/)**_
**GSA Advantage  **_**[https://](https://www.gsaadvantage.gov/advgsa/advantage/main/start_page.do)**__**[www.gsaadvantage.gov/advgsa/advantage/main/start_page.do](https://www.gsaadvantage.gov/advgsa/advantage/main/start_page.do)**_
**Reclamation-wide Distributions and Bulletins**
**	****http://intra.do.usbr.gov/dasc/InfoBull/infobull.html**

**Questions?**

## Evaluation and Feedback

**Notes:**
Ask for it see eval page