|Forms||When Form is Required||How to Submit||Signatures Required||Retention|
|State Application (Requires Netbadge)||When requesting a State Purchasing Card||Online Form||Requires Authorizer’s approval on form before it can be ordered- will be routed automatically||Retention is suggested|
|Local Funds Application (Requires Netbadge)||When requesting a Local Funds Purchasing Card. This card can only be used with Local Funds Sources.
||Online Form||Requires Authorizer’s approval on form before it can be ordered- will be routed automatically||Retention is suggested|
|PCard Purchasing Log - Annual Workbook (.xls)
May be used as a transaction log and reconciliation tool.
|Each month that card is held||Not Required- optional use||
|Purchasing Card Change Request (Requires Netbadge)||To request cancellation of card(s), change the default PTAO, change the PTAO changer, increase per transaction/monthly limit, remove the lodging restriction, or other changes to your PCard.||Online Form||Authorizer approval on forms with limit increases and hotel restriction lifts - will be routed automatically||Retention is suggested|
|Dispute Form||When disputing purchase with a vendor. To be used after a good-faith attempt to work with the vendor to get card refunded and after call is made to BOA Dispute Dept (800) 410-6465.||Print out form and fax to BOA (888)678-6046||Only the Cardholder Signature is required.||In accordance with University record retention requirements.|
Delegate Authorizer (Requires Netbadge)
|For a supervisor to delegate someone as the cardholder's Authorizer. This can be done before the Pcard is applied for or after card is obtained.||Online Form||Only the cardholder's supervisor can submit this||None|