How Do I Get a Card?

Before you begin ...

To apply for a Purchasing Card, you must be a permanent, limited, or temporary UC Davis employee who has been delegated authority for departmental purchasing by your department. You must also receive approval from your department prior to applying for the Purchasing Card.

What to Do How to Do It

The Cardholder must ...

1 Take the Cardholder Training Complete the online Purchasing Cardholder Training. Once you have completed the training, and agreed to the certification statement at the end, you will be able to access the application.

2 Complete the Cardholder portion of the Application You will need a UCD login ID and Kerberos password to access the application.

3 Record the Request Number Once your application is complete, a Purchasing Card Request Number will be displayed. Write down the number, as you will need to provide it to your account manager.

4 Print Cardholder Agreement Print the Cardholder Agreement at the end of the application.

Read and sign the agreement
Secure the signature of your supervisor
Submit the agreement and Purchasing Card Request Number to your account manager who will complete the application process

The Account Manager must ...

5 Complete the Account Manager portion of the application You will need the Purchasing Card Request Number printed on the cardholder agreement.

Enter the request number to access the application
Complete the fields on the application form
Sign the cardholder agreement and send it to the Purchasing Card Application Processor
The department should keep a copy of the cardholder agreement for their records.

6 Answer the e-mailed questions You will receive an e-mail after the application has been submitted. You must respond to the questions in the e-mail to finalize the application.

Materiel Management will ...

7 Submit the application to the bank When the Purchasing Card Application Processor has received all of the required information, the application will be submitted to the bank and the account manager will be notified.

8 Contact the cardholder when the card arrives The Purchasing Card Application Processor will arrange to have the card delivered to the cardholder approximately 7 - 10 days following submission of the application to the bank. Alternatively, arrangements can be made to have the card picked up by the cardholder. The card can be released only to the cardholder.

The Cardholder must ...

9 Sign and activate the card

Sign the back of the card immediately upon receipt.
Activate the card by calling the 800 number indicated on the sticker. The recorded prompt will request the last 4 digits of your social security number; you should provide the last 4 digits of your employee ID number instead.

	What to Do	How to Do It
	The Cardholder must ...
1	Take the Cardholder Training	Complete the online Purchasing Cardholder Training. Once you have completed the training, and agreed to the certification statement at the end, you will be able to access the application.
2	Complete the Cardholder portion of the Application	You will need a UCD login ID and Kerberos password to access the application.
3	Record the Request Number	Once your application is complete, a Purchasing Card Request Number will be displayed. Write down the number, as you will need to provide it to your account manager.
4	Print Cardholder Agreement	Print the Cardholder Agreement at the end of the application. Read and sign the agreement Secure the signature of your supervisor Submit the agreement and Purchasing Card Request Number to your account manager who will complete the application process
	The Account Manager must ...
5	Complete the Account Manager portion of the application	You will need the Purchasing Card Request Number printed on the cardholder agreement. Enter the request number to access the application Complete the fields on the application form Sign the cardholder agreement and send it to the Purchasing Card Application Processor The department should keep a copy of the cardholder agreement for their records.
6	Answer the e-mailed questions	You will receive an e-mail after the application has been submitted. You must respond to the questions in the e-mail to finalize the application.
	Materiel Management will ...
7	Submit the application to the bank	When the Purchasing Card Application Processor has received all of the required information, the application will be submitted to the bank and the account manager will be notified.
8	Contact the cardholder when the card arrives	The Purchasing Card Application Processor will arrange to have the card delivered to the cardholder approximately 7 - 10 days following submission of the application to the bank. Alternatively, arrangements can be made to have the card picked up by the cardholder. The card can be released only to the cardholder.
	The Cardholder must ...
9	Sign and activate the card	Sign the back of the card immediately upon receipt. Activate the card by calling the 800 number indicated on the sticker. The recorded prompt will request the last 4 digits of your social security number; you should provide the last 4 digits of your employee ID number instead.

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