PALCard
Purchase Card Converts to VISA
on June 1, 2004
Dated May 10, 2004
Section 1
Conversion Information
Card Issuance
Changing Payment Method
Card Design
Employee I.D. Number
New UC Systemwide
Purchase Card Contract
Will provide:
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Improvement in control over allowable
purchases
Web-based access for cardholders to view
account activity
Enhanced electronic monitoring and
reporting tools
Deactivation and
Disposal
Cardholders may use current PALCard
through May 31, 2004
Current PALCards (MasterCard) will be
deactivated at 11:59 p.m., May 31
Cut deactivated card(s) in half and
dispose on June 1
No need to return deactivated card(s)
Card Issuance Dates
Campus
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Tuesday, May 18 & Wednesday, May 19
Tuesday, May 25 & Thursday, May 27
 11 a.m. – 1 p.m.
 Ring mall near the Bookstore
Medical Center

Monday, May 17
 11 a.m. – 1 p.m.
 Bldg 22A, Library 2116
Card Issuance Information
Photo identification required to pick-up card

Driver’s license or Employee I.D.
Verify that your name is spelled correctly on
card, and note:
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Names were limited to 21 characters
Some first and middle names were changed to
initials, to accommodate space requirements
Card Pick-Up, cont.
Verify that the department name embossed
on card is correct.
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Department names were limited to 21 characters
Department names were converted to standard
format(s)
Verify billing address on paper sleeve that
card was attached to.
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Notify staff at card issuance tables if address
needs to be updated.
Convert Payment Method
Begin using new PALCard as soon as it is issued to you.
Card can be used before June 1.
Notify suppliers that bill automatically for monthly
services:
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Cell phone, pager, internet, newspaper subscription, bottled
water, etc.
Contact vendors before June 1 to prevent declines
Convert payment method from MasterCard to VISA
purchase card
 Provide suppliers with new account and expiration
information
 Provide new 3-digit security code when required
Subscriptions
Debits processed against your current
PALCard after May 31, will be declined.
If you’re currently processing
subscription renewals, and feel the
payment will not be debited until June 1
or later, please provide new account
and expiration information.
MasterCard to VISA
New PALCard is a VISA product.
New PALCard Design
Card color is teal-blue
Displays “UCIrvine” logo in upper left
States “Purchasing” on card
New Expiration Date(s)
Expiration period has been extended
from two to three years.
Expiration month is varied among card
accounts.
Cycle Dates
Will remain the same
Cycle starts on the 22nd of the month
and ends on the 21st of the following
month.
Cycle (monthly) dollar limit is
replenished on the 22nd.
Cycle Limits
Cycle (monthly) dollar limits, on some
accounts, were adjusted downward to
reflect actual purchasing activity.
Higher cycle limits can be requested by
supervisors, to support increases in
purchasing activity.
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Email: PALCard-Info@uci.edu
Merchant Acceptance
VISA vs. MasterCard
The majority of merchants accept both Visa &
MasterCard.
However, if you encounter a merchant that
only accepts MasterCard, please email
PALCard-Info@uci.edu, for assistance. We
will contact the supplier directly to expedite
acceptance.
Enabling a merchant to accept VISA is a fairly
simple process, accomplished between the
merchant and their bank.
PALCard VISA
UCI will have two VISA corporate credit cards,
utilized for two very distinct business purposes.
1. VISA PALCard
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PALCard is administered by the Purchasing
Department
Card is issued by U.S. Bank
U.S. Bank logo is located on back side of card
Purpose is to purchase goods and low-risk services
included on the Commodities Permitted list
T & E VISA
0000 0000 0000 0000
Peter Anteater
2. VISA Travel & Entertainment Card

T&E Card is administered by Travel Accounting
Card is issued by U.S. Bank
U.S. Bank logo is located on front side of card
Card is silver/gray with graphic of world map

Upper left corner states, “UCI Corporate Card”

Purpose is to purchase airfare, hotel, car rental, meals,
entertainment, and all items indicated as “Travel
VISA” on the Commodities Not Permitted list
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New PALCard Application
A new application is being designed and will be
available at the PALCard website, Monday, May 17
The following information is no longer required on
application:
 Social Security Number
 Date of Birth
 Mother’s Maiden Name
Employee I.D. number is required on application.
New PALCard Application, cont.
Default cycle limit is $5,000.
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Supervisor must supply brief justification
(on application) for cycle limits above
$5,000, up to $25,000.
Limits above $25,000 are granted based on
demonstrated need.
Maximum single transaction limit
remains at $2,500.
Employee I.D. Number
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Required to activate your card with U.S.
Bank
Used as a verification tool, when
cardholders contact U.S. Bank, to obtain
account information
Note: Whenever you are prompted to provide your
Social Security number, provide your employee I.D.
number instead; both are 9 digits.
Obtaining Employee I.D. #
to Activate Card
Your employee I.D. # can be
found in DataWarehouse
http://datawarehouse.uci.edu
Obtaining Employee I.D.#, cont.
1. Select “Employee –
General”
2. Select “General
Employee Ad Hoc
Query”
Obtaining Employee I.D.#, cont.
1. Check “Employee Name”
and “Employee ID”
2. Enter your last name,
first name
3. Select the “Submit”
button in the lower right
corner
smith, george
Obtaining Employee I.D.#, cont.
smith, george
SMITH, GEORGE BERNARD
090000001
Activating New PALCard
Call U.S. Bank (800) 344-5696
Automated phone system will state:
- “Enter your 16-digit account number”
- “Enter your five-digit zipcode (See billing
address on paper sleeve that card was attached to)
- “Enter the last four digits of your Social
Security number” – Be sure to enter the
last four digits of your Employee I.D. #,
not your SS#
Section 2
AccessOnline
U.S. Bank’s web-based system for
cardholders
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How to register
Features
Customer service phone number
AccessOnline Registration
Cardholders must register to use
AccessOnline.
Use Internet Explorer version 6.0+
Visit: https://access.usbank.com
AccessOnline Registration, cont.
2. Enter a
User ID
3. Enter a
Password
1. Enter “UCI” for
Organization Short
Name
4. Click here
AccessOnline Registration, cont.
Enter “UCI”
Enter your
16-digit
account no.
Enter your zipcode
Select expiration date shown on card
AccessOnline Registration, cont.
Read Licensing Agreement
Licensing Agreement, cont.
Select “I Accept”
AccessOnline Registration, cont.
Create Your User ID & Password
hsjones
AccessOnline Registration, cont.
Cardholder Authentication Screen
AccessOnline Registration, cont.
Confirmation Message
Indicates registration
was successful
AccessOnline Features
https://access.usbank.com
For cardholders only
View account activity
View statements
Generate reports
AccessOnline Features, cont.
View posted debits on account
Generate reports
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View reports online (browse)
Download as Excel or PDF file
View PDF images of paper statements
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Available on the 22nd of each month
Paper statements will not be mailed to
cardholders
View Statement on the 22nd of Each Month
AccessOnline, cont.
Cardholder
statement
0000 0000 0000 0000
KRISTI JONES
PEDIATRICS
300 SPRAGUE HALL
IRVINE CA 92697
Note: View this
page at 100% or
larger
0000 0000 0000 0000
0000 0000 0000 0000
Forgot Your Password?
Forgot Your Password, cont.
Enter “UCI”
Enter Your User ID
US Bank Customer Service
Contacts
Heidi Cholodenko
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PALCard Administrator
hbcholo@uci.edu
(949) 824-7319
Diane Ngo
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PALCard Coordinator
dbngo@uci.edu
(949) 824-6274