UBM Responsibilities

Each department's Unit Business Manager is responsible for the following items in terms of ProCard oversight:

  1. Be aware of the active cards within the department.  The Procurement Card Data by Department report will provide this information.  University Reports > Financials > Financials-Department-Procurement Card
  2. Reconcile the approved transactions summary log(s) to the budget account(s) to ensure all charges were transmitted and reallocated properly.  (The PI-03A/CONT-03A report links to the ProCard detail.)  Spot check the business purposes as indicated on the log.  Business purpose should be for the benefit of the department/university/project.
  3. Ensure ProCards are canceled upon employee termination or transfer to another department.
  4. Work with the unit liaison to address ProCard issues as needed.