+ OMB Circular A-123 (Appendix B): Improving ... - The White House

Chapter 3 – Training
Questions
Page
3.1 Are agencies required to provide training on charge card management?............................................................ 6
3.2 Why is training on charge card management important? .................................................................................... 6
3.3 Who is required to take charge card management training? ............................................................................... 6
3.4 What are the general training requirements for all charge card programs? ......................................................... 6
3.5 What are the specific training requirements for each type of charge card program? ......................................... 7
3.5.1 Purchase Card Program Training .................................................................................................................. 7
3.5.2 Travel Charge Card Program Training ......................................................................................................... 7
3.5.3 Fleet Card Travel Training ............................................................................................................................. 8
3.5.4 AIR Card Program Training…………………...……………………………………………………………………….8
3.5.5 Integrated Card Program Training ................................................................................................................ 9
3.1 Are agencies required to provide training on charge card management?
Yes, each agency must provide training on charge card management consistent with the
requirements of this Chapter.
3.2 Why is training on charge card management important?
Training is important because it is vital that charge card managers and cardholders understand
their roles and responsibilities in order for charge card programs to be effectively implemented.
Further, training should ensure charge card holders are informed of any changes or updates to the
charge card program.
3.3 Who is required to take charge card management training?
All program participants, including cardholders and charge card managers (including
Agency/Organization Program Coordinator (A/OPC), Approving Officials (AO), and other
accountable/billing officials), must be trained in charge card management.
3.4 What are the general training requirements for all charge card programs?
The general training requirements for all charge card programs are:
• All program participants must be trained prior to appointment;
• All program participants must take refresher training, at a minimum, every 3 years;
• All program participants must certify that they have received the training, understand the
regulations and procedures, and know the consequences of inappropriate actions. Agencies
will determine the method of certification; and
• Copies of all training certificates must be maintained pursuant to U.S. National Archives and
Records Administration (NARA) requirements, General Records Schedule 1. Item 10a.
Appendix B
OMB Circular A-123
(Revised January 2009)