Menu
Search

CAL-Card (Purchase Card)

The Department of General Services, Procurement Division (DGS PD) entered into a Participating Addendum (Cooperative Agreement) with U.S. Bank National Association for purchase card services to support the State of California Purchase Card (CAL-Card) Program. The agreement provides eligible participating agencies with VISA purchase card services for the acquisition of goods and services.

CAL-Card Program News

DGS PD Broadcast Bulletins and communications related to the CAL-Card Program are provided below:

Contract Information

Contract Documents

Click on the link below to access current CAL-Card agreement information:

Participating Addendum        
Agreement No.    
 
Contractor  Current Term 
7-14-99-22   U.S. Bank National Association       09/29/14 - 12/31/18

 

Note: Participating Addendum Agreement 7-14-99-22 replaces MSA 5-06-99-01 effective October 1, 2014. 

Participation Information
How to Participate

State of California agencies and local governmental agencies are allowed to participate in the State’s CAL-Card Program.  Agencies are instructed to review the following User Instructions for requirements and participation procedures.

For questions, please email the CAL-Card State Contract Administrator.


CAL-Card Program General Information

Forms and Resources

CAL-Card Program Information


Lost/Stolen Cards and Fraud/Disputes

With every card program, fraud and dispute case processing is a critical administrative function. The reference guides below overview how to report lost or stolen cards, and how to dispute and report fraud properly.


Sample Program Forms and Materials

The following resource guides and sample forms are available to supplement Participating Agency's internal program materials.


Documentation Requirements for Payment (State Agencies)


Rebate Reports

Click on the links below to access available CAL-Card rebate reports:

Training

The DGS Procurement Division and U.S. Bank have collaborated to provide online training workshops and training videos for CAL-Card Participating Agencies.


Online Training Workshops

Training Workshops provide general CAL-Card program information for Agency Program Administrators.  Cardholders may attend workshops if directed by their agency.  For additional information and registration for the Training Workshops listed below, go to 2015 CAL-Card Training Schedule.      

  • CAL-Card Access Online Training (for Billing Official)
  • CAL-Card Access Online Training (for Program Administrator)
  • Tips From Relationship Management


Web-Based Training

U.S. Bank offers Access Online Web-Based Training (WBT). This site includes user guides, sample statements, simulations and an optional certification process that includes quizzes to ensure agency participants are trained.

The WBT training link is https://wbt.access.usbank.com.

If you need the most current password please email calcard@usbank.com and identify yourself as a State of California CAL-Card participant.


Training Videos

The training videos below provide a detailed overview of the CAL-Card Program specific to Agency Program Administrators and Cardholders. 

  • For Program Administrators (WMV) - Includes roles and responsibilities of U.S. Bank and the Participating Agency.
  • For Cardholders (WMV) - Includes appropriate use considerations, activation instructions, dispute and fraud considerations, etc.

Note: To download videos, right click on one of the links above and select "Save Target As." Navigate to the folder to which you want to save the video or presentation to on your computer, then select the "Save" button.

Contact CAL-Card
Contractor Program Support

Click here to access U.S. Bank Contacts for Program Administrators and Cardholders.
DGS State Contract Administrator

Julie Matthews
Department of General Services
Procurement Division, CAL-Card Program
707 Third Street, 2nd Floor, MS 2-202
Phone: 916-375-4612
Email: julie.matthews@dgs.ca.gov