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Purchase Limits
The maximum monthly and single transaction is set by the Program Administrator (Amanda Lancaster). If your monthly pcard amount needs to be temporarily increased, complete the following steps:
1. Complete Request Form: PCard holders must fill out the "Request for Increase Limits/Lift Restrictions" to apply for a temporary monthly increase.
2. Supervisor Approval: The cardholder will forward the completed form to the supervisor for approval via email. The cardholder will need to include details in the approval email such as the reason for the request and the date the purchase will be made. This step ensures accountability and authorization for lifting the restriction.
Example: (Supervisor name), please see the attached form requesting for my pcard single/monthly transaction limit be increased to (amount) to purchase (the purchase) on (date).
3. Submission to Program Administrator: After supervisor approval, the completed form is submitted to the Program Administrator via email. This step ensures central oversight and compliance with organizational policies.
4. Review and Processing: The Program Administrator reviews the request to assess its validity and compliance with established guidelines.
5. Approval Notification: Upon approval, the PCard holder receives notification confirming the temporary monthly increase.
6. Implementation: The approved increase is applied to the PCard holder's account for the specified duration. All supporting documents are required to be submitted to the Program Administrator in the monthly pcard reconciliation packet.
By following this process, PCard holders can efficiently request and obtain temporary monthly increases, ensuring smooth financial operations within the organization.