Berkeley Lab PCard Program

Become a Cardholder

• Download the Cardholder Agreement, Request, and Account Form

Requirements:

To become a Division Cardholder, you must:

1. Contact the Division Business Manager or Division Representative who will discuss it with the Procurement Department.
2. Read and sign the Cardholder Agreement & Request Form in order to understand and agree to the responsibilities as a potential cardholder. Do not do this until you have heard back from the Division Business Manager or Representative.
3. Route the the Cardholder Agreement & Request form for signature by your supervisor, the Approver, the backup Approver and Division Business Manager/designated Division Approver.
4. Have the Division Business Manager/designated Division Approver complete the PCard Cardholder Account Form (Application). This form is at the end of the Cardholder Agreement & Request Form (within the same document).
5. The form(s) should be submitted to:
   Denise Davis, PCard Coordinator
   Mailstop 71R0259

After Procurement Receives the Forms:

1. Procurement and Property Manager will review and approve the application
2. Card will be ordered from the bank
3. Applicant, Approver and backup Approver must take the online PCard Training
4. Once the PCard Coordinator is notified that training has been completed, applicant will receive his/her card
5. Cardholder can begin to use his/her card

Questions?  Please call Denise Davis, X5697 or Eileen Nasto, X4535