logo for uc davis aggiebuy     logo for uc davis aggieship         logo for uc davis aggietravel            logo for uc davis aggiesurplus          vector icon of a phone and text of contact us

Procurement Card (P-Card) Forms

Procurement Card Forms

Forms

Instructions

P-Card Application (Webform)

Department Heads/Designees are responsible for designating Procurement cardholders. Your application will not be processed until the following requirements have been met:

  1. You have obtained pre-approval from your Department Head/Designee
  2. You have completed the required Procurement Card training
  3. The person identified as your fiscal officer has completed training
P-Card Purchase Log (PDF) Use to record purchases made with your Procurement Card.
Procurement Card Application - Fiscal Officer Section (Webform) In order to complete the fiscal officer section of the Procurement Card application, the prospective cardholder must provide you with their request number
Dispute Reporting Form (Webform) This form is provided for the purpose of informing the UC Davis Procurement Card Program Administrator of any existing disputes (per policy requirements).
More information on Disputed or Unauthorized Charges
Limit Increase Request

To request a limit increase, either a Temporary Increase Request Form (PDF)  or Permanent Increase Request Form (PDF) must be completed, signed, and submitted by the fiscal officer for the account assigned to that card. Please email the completed form to pcardhelp@ucdavis.edu for consideration.

  • More Information on Credit Increases
  • There are circumstances when a department may need to increase the limit on a Procurement Card to make a one-time purchase or several purchases during a selected amount of time.  There are also instances when a department has a high volume of recurring purchases and they may need to request a permanent increase for their Procurement Card.  Both of these situations can be accommodated with appropriate approvals and justification.  (Note: increases to the individual transaction limit that exceed the departmental delegation of $4,999.99 are rarely granted, and only under tightly controlled situations.  Please contact us prior to completing a request for such an exception, so we can discuss the situation with you.)

    The current standard limits are as follows (some limits can be lower depending on the department):
    > Transaction limit: $4,999.99
    > Daily limit: $10,000.00
    > Monthly (cycle) limit: $25,000.00

Reconciliation of P-Card Transactions (PCDO)

At a minimum, the following must be completed on each PCDO Kuali document within 30 calendar days:

Visit the PCDO informational page for more assistance on the various fields.

Repair & Services Payment with P-Card Agreement (PDF) Must accompany any P-Card payment for Repairs and Maintenance Services under $5000.
UC Davis Gift Card/Gift Certificate Disbursement Log (PDF) This log is to be used to track the distribution of gift cards that have been purchased with a Procurement card.