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Agency power users share P‑card training, noncompliance enforcement and retention practices
Summary
Power users from Tacoma Public Schools, King County and L&I described training programs, a King County noncompliance escalation program that reduced backlogs from years to months, and agency practices for requester forms and six‑year document retention.
Laurie Adams (Tacoma Public Schools) outlined a layered training approach for cardholders and reconcilers that includes one-on-one onboarding, team trainings, annual professional development sessions and follow-up quizzes to reinforce reconciliation skills and capture audit feedback.
Julie Shin (King County) described a noncompliance program launched in March 2023 that sends weekly reminders, escalates to supervisors and disables cards after 45 days of unexpensed transactions; she said the effort reduced a multi-year backlog to months. "We have gone from 4 years of unprocessed transactions down to 2 months," Julie reported.
Lance Yount (Department of Labor and Industries) described L&I's controls requiring request-to-buy forms for purchasers, mandatory trainings, electronic retention of receipts on shared drives and a six-year retention schedule. He recommended naming conventions and monthly internal reviews aligned with internal audit to avoid surprises during state auditor examinations.
