palcard purchase card converts to visa on june 1, 2004 dated may 10, 2004 void june 1, 2004
TRANSCRIPT
PALCardPurchase Card Converts to VISA on June 1, 2004
Dated May 10, 2004
VOID June 1, 2004
Section 1
Conversion Information Card Issuance Changing Payment Method Card Design Employee I.D. Number
New UC Systemwide Purchase Card Contract
Will provide: Improvement in control over
allowable purchases Web-based access for cardholders to
view account activity Enhanced electronic monitoring and
reporting tools
Deactivation andDisposal
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 1No need to return deactivated card(s)
Card Issuance Dates
Campus 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: 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. 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. 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:
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 DesignCard 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. Email: [email protected]
Merchant AcceptanceVISA vs. MasterCard
The majority of merchants accept both Visa & MasterCard. However, if you encounter a merchant that only accepts MasterCard, please email [email protected], 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
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
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
Peter Anteater0000 0000 0000 0000
New PALCard Application
A new application is being designed and will be available at the PALCard website, Monday, May 17The 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. 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
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.
090000001
SMITH, GEORGE BERNARD
smith, george
Activating New PALCard
Call U.S. Bank (800) 344-5696Automated 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
AccessOnlineU.S. Bank’s web-based system for cardholders 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
4. Click here
1. Enter “UCI” for Organization Short Name
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.comFor cardholders onlyView account activityView statements Generate reports
AccessOnline Features, cont.
View posted debits on accountGenerate reports View reports online (browse) Download as Excel or PDF file
View PDF images of paper statements 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
Note: View this page at 100% or larger
0000 0000 0000 0000
0000 0000 0000 0000
KRISTI JONES
PEDIATRICS
300 SPRAGUE HALL
IRVINE CA 92697
0000 0000 0000 0000
Forgot Your Password?
Forgot Your Password, cont.
Enter “UCI”
Enter Your User ID
US Bank Customer Service
Contacts
Heidi Cholodenko PALCard Administrator [email protected] (949) 824-7319
Diane Ngo PALCard Coordinator [email protected] (949) 824-6274