|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, lift hotel restriction for first night lodging, permanently remove hotel restriction for local contract hotels, temporarily lift hotel restriction for conference services for local contract hotels, 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|