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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:

Effective March, 2018, billing cycle:

  • Cardholders can access their billing statements through Access Online within 24 hours of cycle close.
    • The Program Administrator (PA) should provide registration instructions in Access Online to their cardholders using the CAL-Card Self Registration Letter (contact calcard@usbank.com for a copy).
    • Each cardholder can then self-register online using the Self Registration Letter instructions.
    • Cardholders will be granted view-only access to download and print their online statements, turn on statement notifications, etc.  Cardholders will be able to change User Profile information including user name, address1, phone/FAX, email address, password, security questions, and notification preferences.
  • The PA may grant permission to other agency employees (i.e. Approvers, Billing Officials) requesting access to online statements by creating view-only user profiles in Access Online.
    • PAs can set up these users live in Access Online.
    • For navigation assistance with setting up these users, the PA can email calcard@usbank.com or call Technical Support at 877.452.8083.

1User Profile address is used for identification purposes only and is not the account billing address which can only be changed by the PA.

Contract and 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 Contract (PA_7-14-99-22.pdf), Addendum (PA_7-14-99-22_Amendment_1.pdf) and User Instructions (User_Instructions_Sup4_rev2017-1117.pdf) for contract details, requirements and participation procedures.  All documents are available for viewing in Cal eProcure under Attachments.

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

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)

To register for Online Training Workshops go to: 2018 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 information on the free online program management tool for Program Administrators and can be found on Access Online Web-Based Training web site.
  • 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.

 

Contact CAL-Card

Contractor Program Support


State CAL-Card Contract Program Administrator

Maureen Seiferling

Department of General Services
Procurement Division, CAL-Card Program
707 Third Street, 2nd Floor, MS 2-202
Phone: 916.376.2939

Email: CALCardProgram@dgs.ca.gov

 

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