RRS_Series: Credit and Purchasing Card (P-Card)

Activity
IV.09. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Purchasing and Contracting
Series Name
Credit and Purchasing Card (P-Card)
Series ID
409-20-105
Description

Document administration of credit cards, p-cards, and corporate travel or entertainment cards issued to institutional staff and units.

These records found in all media (paper, digital, or other) may include but are not limited to:

  • applications form and/or form data;
  • master monthly billing statements;
  • card holders statements;
  • billing summaries;
  • reports and use summaries;
  • related documentation and correspondence, including e-mail.
Retention and Disposal Instructions

(a) 6 years, purge;

Exception: In the event of a subpoena, audit, legal hold, public records or similar state or federal information request, halt until further instructed any scheduled disposal activities, including purging or transferring material to University Archives.

Custodian
Units
OAR Predecessors
166-475-0050 (10) Credit Card Administration Records