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.

Chip-Enabled CAL-Cards (EMV Technology)

Chip-Enabled CAL-Card Migration (EMV Technology)

U.S. Bank will be migrating the CAL-Card Program to chip-enabled cards in 2015.  Please refer to the resources below for more information.


Information Guides


Recorded Training Session
 
U.S. Bank offers a Chip-Enabled CAL-Card Migration Training Session which provides Program Administrators with an overview of chip-enabled CAL-Cards (EMV Technology), describes the cardholder experience, and discusses the CAL-Card EMV migration plan. To access the recorded session click on the link below

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.  For questions or feedback on training information provided below please contact the CAL-Card Program.


Online Training Workshops

Online Training Workshops are live training sessions which provide general CAL-Card program information for Agency Program Administrators.  Cardholders may attend workshops if directed by their agency.       

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

To register for Online Training Workshops go to: 2015 CAL-Card Training Schedule


Web-Based Training (WBT)

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. 

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 on-demand videos listed below cover a variety of topics related to the management of a CAL-Card Program:

  • CAL-Card Overview – Includes general program management topics, along with different ways to maximize CAL-Card benefits.
  • Access Online Introduction – Includes an introduction of the free online program management tool for Program Administrators.
  • Create a Learning Plan – Includes an introduction into the Access Online Web Based Training site (WBT), and how to create a unique learning plan.
  • Payment Analytics Training – Includes an overview of the free online audit system, Payment Analytics, which monitors 100% of card transactions.
  • Fraud Training – Provides a detailed explanation how to mitigate and report fraud, including an explanation of fraud trends.
  • NEW - EMV Chip Enabled CAL-Card Migration – Provides an overview of chip-enabled CAL-Cards (EMV Technology), describes the cardholder experience, and discusses the CAL-Card EMV migration plan.

 

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