LaCarte Purchasing Card
First, the agency must submit a written request to the State Program Administrator, requesting to participate in the program. This letter should be requested by the Department head or their designee.
Begin by forming a Purchasing Card Team - a cross-functional team that will work together to plan the design of your program internally. Implementing a Purchasing Card Program is essentially a reengineering effort and requires planning and change. Team members should be representatives from purchasing, finance/ accounting, technology/information systems, auditing and a representative for the typical user/department. Some things for the Team to consider:
- Set program goals - What types of requisitions and purchase orders are you looking to eliminate. Where can you save time and expense by reengineering the process? What dollar volume and number of transactions does this represent?
- Select an Agency Program Administrator - The Department Head will be responsible for designating the Agency Purchasing Card Program Administrator. The Agency Program Administrator will be responsible for keeping abreast of program updates as they are posted on the Office of State Purchasing, 'LaCarte' Procurement Card Program website and disseminating this information to the Department Heads, cardholders, and any other agency personnel as deemed appropriate.
- Evaluate your vendor environment - do your vendors already accept Visa®? Is vendor recruitment necessary for the types of purchases targeted?
- Begin to think about which employees should receive cards - cardholders should be those people who regularly submit requisitions and purchase orders, or make frequent small dollar purchases, such as on a blanket, field or local purchase order.
- Custom designed Louisiana 'LaCarte' Card
- Management reporting software available
- Ongoing support from Bank of America
- Available to government entities and eligible political subdivisions and local governments
- Visa® - Worldwide highly accepted card
- OSP provides for Train-the-Trainer
- Simplifies the purchasing process and automates the payment process
- Allows value added time for large dollar purchases
- Enhances accountability
- Effective management tools
- Convenience of purchasing without local, field or blanket purchase order
- Expedites receipt of goods
- Empowerment of cardholder
- Improves Cash Flow
- Expedites payment – usually paid within three (3) days
- Reduces paperwork - No more invoices!
- Eliminates payment research
Administrator Duties and Responsibilities
Bank of America Contact Information
Statewide Corporate Liability LaCarte Purchasing Card Policy - Addendum #01
Updated Policy, State LaCarte Purchasing Card
Use of In-Store Charge Accounts
Creating User and Account Request (Ordering a Card)
Flagging a Transaction - Approver
- Works Report - Card Decline
- Works Report - Card Status
- Works Report - Cheat Sheet
- Works Report - Same Day
Quick Tips Workflow User Guide
Running Visa IntelliLink Rules - Report Instructions
Political Subdivisions and local governments, please contact:
Bank of America
Mr. Terry Endres
VP Gov't. Treasury Services
800 Market Street, 12th Floor
St. Louis, MO 63101
Tel: (314) 466-6774
Fax: (312) 453-6051