UCI’s procurement card program also known as Pal Card allows staff to manage low value purchases. The PalCard is a privilege granted to staff and must be used in a responsible and appropriate manner.
The PalCard is non-transferrable and may only be used by the person to whom it was issued. Violation of this university policy will result in revocation for the card.
To determine what is allowed on a PalCard, review: Purchasing Methods Guide.
Per SLL policy: cardholders or designee have 7 days from the document (PCDO) creation date to upload backup documentation in KFS.
Retention: All cardholders are responsible for keeping internal records for 4 years after the end of the fiscal year.
Separation: all staff members separating from their current role or the university must cancel their PalCard. send an email to palcard@uci.edu requesting your account be closed. After receiving an email confirming your account is closed, shred the card and dispose of it.
How To Request a Pal Card (click here)
- Visit: UCI Procurement Services:
- Click PalCard
- Click Cardholder
- Take the training & test
- Complete PALCard application in KFS (PCAP)
- Explanation field: add the purpose for requesting a card and supervisors name
- Default Accounting Line section:
- Chart Code: IR (UC Irvine)
- Account Number: your departments default account number
- Object Code: 8150 (supplies gen office) is used for the majority of Palcard purchases
- Enter Credit Limit
- Submit
PALCard Reconciliation (click here)
Credit card cycle: 22nd of one month to the 21st of the following month
- Cardholder is responsible for receiving approval from supervisor for pal card purchases
- Cardholder makes a purchase
- Transaction will post to Pal Card account
- KFS PCDO document will be created
- Per SLL policy the cardholder/designee has 7 days from the document creation date to:
- upload the backup documentation (BSO Pal Card reconciliation form, receipts, agenda, list of attendees…etc.)
- Explanation/purpose should answer:
- What was purchased
- Who was it purchased for (if purchased on behalf of someone else)
- Why was this purchased (is it for an event, for office use…etc)
- When (include a date if the item is for an event)
- Once the Fiscal Officer approves the PCDO document the document will disappear from the cardholders action list.
Additional Contacts:
| To request a pal card limit increase: | submit a ServiceNow ticket |
| To request approval to purchase trademark products from a non approved vendor: | Email: trademarks@uci.edu |
| For auto approved PCDO KFS documents | Email backup to: conic@uci.edu |