Reports To: Director of Purchasing
Duty Days: 238 Days
Wage/Hour Status: Exempt
Pay Grade: B03
Date Revised: 11/25
Qualifications:
Education/Certifications:
- Bachelor’s degree (preferred)
- TASBO Certification (preferred)
- Certified Purchasing Card Professional (CPCP) (preferred)
- High school diploma or GED Equivalent
Special Knowledge/Skills:
- Very detailed and able to maintain technical, administrative, and compliance aspects of the Purchasing Card and Travel Card programs.
- Knowledge of Texas school district/municipal purchasing laws, rules and
- Knowledge of and skill in applying advanced purchasing tools and
- Must be able to articulate information independently and properly manage periods of high stress, required.
- Professional demeanor, personal integrity, self-starter and the ability to work with complex issues in a confidential and fast paced work environment, required.
- Possess strong communication skills with the ability to maintain effective working relations with internal customers and vendor community.
- Ability to maintain accurate, confidential, and auditable
- Advanced skills and experience in effectively operating Zoom and Windows applications including word processing (Microsoft Word), spreadsheets (Excel),
Primary Purpose:
Implement, manage, and maintain the Purchasing and Travel Card Programs for Katy ISD. Ensure the programs support district-wide operational efficiency, financial accountability, and compliance with applicable regulations. Perform purchasing and accounting functions for the purchasing department to ensure compliance with local Board Policies, regulations and all applicable state, federal and local government auditing principles.
Major Duties and Responsibilities:
- Develop and implement procurement and travel cards procedures and
- Design workflow for program optimization and identify areas of potential program growth, to include maximizing potential use and benefit of P-Cards throughout the District
- Assist in the design and implementation of accounting procedures, processes and internal controls.
- Occassional after-hours customer service to district card users to assist with resolving card holder declines, customer service questions, credit line increase request, Merchant Category Code MCC) issues and changes, lost card reporting and card replacement.
- Manage all district procurement card account (over 200 plus) from issuance, setup revision, suspension and closing.
- Responsible for account maintenance such as changes to employees, MCC restrictions, account limits, budget manager authorization and closing
- Administer card platform settings, maintain hierarchies, approver routing, and file imports/exports.
- Collect, verify process, and maintain all information submitted to the Procurement Card Office.
- Perform full itemized receipt audits for all cardholders to ensure
- Lead dispute/chargeback management with the bank and merchants; track deadlines and outcomes.
- Investigate suspected misuse in coordination with appropriate departments, document remediation and corrective training.
- Administer the district’s P-card program including pcard holder training, updating the P-card manual as necessary and monitoring cardholder usage.
- Enforce proper use of card in accordance with procedures, ethics and compliance
- Assist with reconciliation process and general audit for compliance.
- Train and mentor staff; act as a resource to other
- Oversee the review and approval of purchase orders to ensure accuracy of information, coding, and compliance.
- Advise departments on procedures for acquiring goods and services in compliance with procurement laws and regulations.
- Approve and authorize the issuance of emergency purchase orders within established practices, regulations, and policies.
- Responsible for developing training documents and provide training to the end-users on process and procedures.
- Prepare Board agenda items as
- Other duties as assigned.
Equipment Used:
Personal computer, printer, copier, scanner and calculator
Working Conditions:
Work with frequent interruptions; maintain emotional control under stress; prolonged hours in front of computer. Moderate lifting, carrying, and pulling may be required.
The foregoing statements describe the general purpose and responsibilities assigned to this job and are not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.