It identifies products and sources of supply. Before beginning a local purchase card program, the contracting activity holds planning meetings among purchasing, finance, and user offices to develop local procedures. The local procedures are coordinated with the Departmental purchase card coordinator in the Office of Management Systems. Cardholders are appropriately trained. Training materials are available from the Bank of America.
Cardholders know that adequate funds are available and certified before making their transactions.
Cardholders keep a written transaction log of all purchases, their costs, and the remaining amount of certified funds. The card is not used if the purchase would exceed cardholders single purchase limit or the certified funds limitation. Cardholders are familiar with required sources of supply and understand the need to distribute purchases equitably among qualified sources. Cardholders are familiar with the Affirmative Procurement Program for use of products containing recovered materials if they purchase such items. Headquarters has developed guidance entitled Affirmative Procurement Program for Products Containing Recovered Materials .