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1. Completing mandatory Cardholder training.
2. Acting as a liaison with Card Issuer for contractual terms, card holder set-up, administration and
program oversight
3. Reviewing departmental approved applications for completeness of required information.
4. Submitting completed application to Card Issuer and receiving the issued credit card from the
Card Issuer.
5. Securing the credit cards received from the Card Issuer until they are distributed to the approved
Cardholder.
6. Training new Cardholders before releasing the credit card to them.
7. Having the Cardholder sign the Cardholder Agreement, signifying agreement with the terms of
the Credit Card Program before releasing the credit card to them.
8. Assisting Cardholders and Department Coordinators with disputed charges and any other
discrepancies.
9. Assisting the Cardholder with erroneous declines.
10. Verifying credit card applications setting delegated procurement/travel limits, transaction
amount authorizations, allowed products and merchant restrictions prior to issuance of the card.
11. Maintaining a current and comprehensive list of all employees who have been issued credit
cards and their credit card limits.
12. Processing changes or modifications to established restrictions on cards already issued as
requested by the Executive Director or designee.
13. Identifying purchase patterns that can be used to negotiate price concessions with vendors.
14. Ensuring that lost or stolen cards have been blocked by Card Issuer.
15. Conducting on-site random audits of department’s credit card usage.
16. Serving as a Cardholder resource and responding to questions.
17. Receiving, reviewing and paying Card Issuer’s monthly bill.
18. Monitoring procurement transactions and reviewing usage of credit cards for appropriateness.
19. Maintaining documentation concerning the Credit Card Program, which includes but is not
limited to: applications, Cardholder Agreements and billing statements.
20. Ensure that if a credit card is ordered and not received in seven (7) business days, it is cancelled
for security reasons; and request a new one to protect against possible mail theft.
NNRHA – Credit Card Policy (07/02/2026) 28Jump to an indexed page (141 of 141)