| Sample Resources from End-User Members and IOCP |
Samples Library Don't Reinvent the Wheel—Borrow and Customize Resources
Auditing and Controls
Spreadsheets used for auditing transactions, auditing guides, risk analysis/assessment templates
Access Now Emergency and Disaster Planning Procedures
Pre- and post-planning procedures for disasters and pandemics
Access Now Forms (Misc.)
Missing receipt form, reimbursement request, card applications, violation letter, request for limit changes
Access Now Global Resources
Internal checklist for global card implementation, KYC requirements, other resources for Global Card programs
Access Now Google Docs
Instructions on "how to" set up a Google document and sample(s) of Google documents
Access Now Metrics and Reporting
Reports demonstrating value of card program, spreadsheets to track status, sample dashboards
Access Now Newsletters
Internal P-Card newsletter and other newsletters that address the organization's card program(s)
Access Now Policies and Procedures
User guides, P-Card policies, program administrator manuals, memos about policy changes
Access Now P2P Process Costs
Templates used to evaluate purchase-to-pay process costs, graphics depicting P2P processes
Access Now RFPs, SLAs, Other
RFIs, RFPs, service level agreements (SLAs), tools used to evaluate bids, RFP project plans
Access Now Supplier Communications
Letters describing benefits of card acceptance, scripts your organization uses when contacting suppliers
Access Now Surveys
For rating P-Card training, customer service by the program management team, program satisfaction, etc.
Access Now Training Materials
Agendas, presentations, quizzes, internal agreements pertaining to card usage and responsibilities
Access Now Travel Management
Travel policies, expense reports, business case for a One Card program, evaluation of different liability options
Access Now Additional Categories?
Do you have a sample to share that does not fit an existing file library? Contact us, and we will work with you to create a new category.
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