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University Business Services
UC Santa Cruz
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Santa Cruz, CA 95064-1077
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How to Revoke Pro-card Privileges
Summary: The Supervisor or FAST/AP or Purchasing completes the following steps at any point during the purchase/review/ reconciliation process when intentional misuse of the card is detected:
- A pattern of misuse has occurred -- 3 missing receipts, 3 late statements, 3 policy misuses
- Program abuse has occurred -- e.g. personal purchases or cash refund for returned goods.
| What the Supervisor does: |
How to do it: |
| 1 |
Notify the pro-card program administrator. |
Call 459-3343 or e-mail the Pro-card Administrator at procard@ucsc.edu |
| 2 |
Request change by completing the UCSC Pro-card Acccount Modification or Closure Form. |
- Mark the Close an Existing Pro-card Account and Terminate Account boxes and enter the Cardholder name and account number.
- Sign the form and forward it to the Program Administrator via fax or mail.
Changes will be made immediately upon receipt of information. |
| 3 |
Notify the Cardholder and their Supervisor. |
- Complete a Notice of Revocation that describes the reasons for revoking the card.
- Deliver a copy to the Cardholder and a copy to the Pro-card Administrator.
- Attach a copy of the notice to the monthly statement.
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| What the pro-card administrator does: |
How to do it: |
| 1 |
Complete the process. |
- Notify US Bank to close the account.
- Retain originals in Purchasing (Cardholder Account Form and Notice of Revocation.)
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Last revised: Augusst 17, 2009 (am)
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