Submit the ProCard Modify Close Account form. Your Supervisor must initiate and approve any changes. Contact your Supervisor whenever you need to make changes to your account.Request a transfer of expenditure ( TOE) for any purchase that does not match your card's FOAPAL.Use your Pro-Card for purchases that match the card's specific FOAPAL (fund-org-account-activity code) or.Understand the funding source for your card's account:.Know and understand responsible buying practices, including Purchasing Policies and Guidelines.Return your Pro-Card when reassigned, terminate, or upon department request.Respond to e-mail notifications from the Pro-Card Administration. Provide reconciled monthly statements, with attached sales receipts, packing slips, and other similar documentation, to your departmental Supervisor/Reviewer.Ensure purchases do not exceed any of your assigned transaction limits (per transaction, day, or month) (splitting purchases into multiple transactions to avoid a transaction limit is never allowed).Do NOT purchase items in the Restricted Pro-Card Purchases listing. Purchase only allowable goods and services.Tell the supplier to address the package to your name and the campus address where you typically receive mail. Purchase items for UCSC business use only.Note: Cardholder Supervisor/Reviewers and the Pro-Card Administrator are automatically notified when the quiz is successfully passed.Ĭardholders are responsible for ensuring proper use of the card in accordance with the following requirements: Supervisor: Click here to take the re-certification quiz.Cardholder: Click here to take the re-certification quiz.There is no limit to the number of times this re-certification may be attempted. Re-certification of Existing Cardholders and SupervisorsĪnnually, cardholders and supervisors must re-certify by taking and passing their respective quiz. Potential supervisors may take the quiz as many times as needed to get a passing score of 86% (13 out of 15) correct.To complete the Pro-Card supervisor training certification, review information in this guide and complete the online Pro-Card quiz. Potential cardholders may take the quiz as many times as needed to get a passing score of at least 86% (13 out of 15) correct.To complete the Pro-Card cardholder training certification, review information in this guide and complete the online Pro-Card quiz. Important: For those that serve dual roles as both Pro-Card Cardholder and Supervisor, you must take and pass both quizzes. In order to take the quiz, you must have a CruzId Gold account. Prepare for the quiz by reviewing information in the Pro-Card Guide. The cardholder will need to contact Customer Service at 1-87 to unlock their account. After three failed attempts, the account with incorrect information will be locked out of self-registration. Three attempts to correct the information are allowed. Note: If any of the entered information is not valid, the system will return an error message.
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