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Office of Record Retention Standards

Summary: This page describes who keeps which paperwork, and for how long.

Cardholder Account and Agreement Forms

• Original forms maintained by Procurement Office
• Permanent until superseded (i.e. changes to agreement or account closed)
• Retain original for 5 years after account has been closed or in accordance with extramural fund (EMF) guidelines.
  

Statements and Associated TOEs

• Pro-card Authorizer (PCA) in each department/unit stores complete information as Office of Record (OOR) for ten years in a secure network drive.
• Contract and Grant funded transactions must be retained in accordance with EMF guidelines.
  

Last revised: February 04, 2009 (am)