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The application agreement must be completed. Back to Top New User Mentor Program The is for all ProCard holders who have never participated in UCSC and will aid understanding process Office send cardholders introduction email with information important guide links include initial review period where complete audit first three statements If mistakes policy violations are found communicate help resolve any findings may be extended depending severity misuse Requesting VISA credit issued authorized employees by . For navigation assistance with setting up these users PA can email contractor by clicking calcard usbank call Technical Support | U.S. Bank Access Online Supplemental Agency Training

Some items are unallowable or restricted regardless of cost. Enter the new FOAPAL information section of . Submittal may be by fax email or campus

Never loan your ProCard to another employee give number . Here is a sample Please contact fis probs ucsc with any technical issues. and or Type purchase ID in the field. Try to negotiate an agreement with the supplier. Employees must receive approval from their Divisional Program Reviewer to become ProCard Authorizer PCA and complete authorization process before assuming corresponding Back Top Monthly Transaction Reports are summaries of amounts per listed PDF format

Bank statement is issued only when there has been card activity during previous month. Services for which the ProCard may specifically not be used include following Building alterations Catering Design professional Maintenance equipment Meals and refreshments Travelrelated Personal including consulting Relocations Transportation charter safeguards provided by UCSC purchase order are determined holder his her supervisor to applicable unimportant Warranty protection Protects against poor quality work Supplier insurance Provides means certain legal risk allocation obligations satisfied Performance breach delivery deficient unsatisfactory level Conflict interest unknowingly engaging transaction with employee close family member dollarvalue maximum amount that spend individual aggregate given time period subject three limit parameters were listed cardholder application day single month Back Top Purchasing Statements Reporting Cycle . Supervisors see Reviewing Cardholder Transaction Detail Reports for instructions regarding statement . Refer to the table of Restricted ProCard Purchases. Personal Purchases Do not use University credit purchasing power or facilities to make of goods services for yourself nonUniversity activities. Reporting Lost Stolen Cards Guide PDF Fraud and Disputes Resource form Sample Program Forms Materials The following guides are available supplement Participating Agency internal . Bank to change card restrictions. The bank has days in which to complete its investigation. Note Changes will be made within three days of receipt information. If the supplier asks for your billing address use it appears on insert that accompanied credit card. If violations have occured the supervisor will contact . Highrisk Goods for which a ProCard may not be used are found in the Restricted Purchases section. Acceptable documentation includes Itemized receipts packing slips Internet screen shots Magazine subscription forms Email acknowledgment of an order must contain details including Supplier name description cost Total transaction Date purchase Shipping and handling costs if applicable Tax the is vague difficult interpret cardholder write enough so that ProCard Supervisor Reviewer FAST staff will exactly what was purchased