Policy

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Policy Procedure Manualfor Card Center

• Presented By
• Sheryl Douglas Mary Goff

April 12, 2005
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Policy Procedure Manual for Card Center

• What to Include in Manual
• Types of Policies Procedures
• Developing Format of Manual
• Verification of Information Included

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What to Include in Manual

• Forms
• Reports
• Payment Memos
• Spreadsheets
• Policies
• Procedures

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Types of Policies Procedures

• Cost of ID
• Replacement ID (when to charge for and when not)
• Reconciliation with General Ledger
• Deposits, Withdrawals, Refunds
• Reconciliation with Merchants
• Merchant Contracts
• Merchant Payments

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Developing Format of Manual

• User friendly
• Ability to make additions
• Detailed instructions of processes
• Include Examples

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Verification of Information

• Check for inaccuracies
• Work through instructions of processes

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Recap

• What to Include in Manual
• Forms, Reports, Payment Memos, Spreadsheets,
  Policies Procedures
• Types of Policies Procedures
• Cost of ID, Reconciliation, Deposits, Transfers,
  Merchant Contracts Payments
• Developing Format of Manual
• User friendly, Ability to make additions,
  detailed instructions
• Include examples of form, reports, spreadsheets,
  memos, etc.
• Verification of Information Included
• Check for inaccuracies, work through instructions
  of processes

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Questions ????