The application process takes thirty (30) to sixty (60) days, depending on agency needs and agency responsiveness to U.S. Bank (card issuer) requirements.

State agencies must acquire Purchasing Authority Unit Certification.

  1. Review CAL-Card contract 7-14-99-22 Participation Agreement (PA), Amendment and User Instructions under Attachments on the State’s Cal eProcure website.

  2. Agency completes Participation Packet:

    1. Complete Request to Participate Form

    2. Complete Request State Agency Subscription Agreement Form OR  

      Local Agency Subscription Agreement

    3. Complete W-9 Form:

      1. State agencies complete Sections 1 and 4 only

      2. Local agencies on request only

    4. Assemble three (3) years of current audited financials (Local Agencies Only)

  3. Card issuer reviews Participation Packet:

    1. Card issuer will contact agency within three (3) business days to confirm receipt of packet.

    2. Card issuer will complete contract and credit review process within twenty (20) business days, assuming receipt of complete required participation packet.

    3. Card issuer will sign the Agency Subscription Agreement and return signed copy to agency.

  4. Card issuer provides Implementation and Enrollment Documentation to agency for completion.

  5. Card issuer schedules implementation meeting with agency (if required) to:

    1. Discuss Access Online capabilities and agency needs.

    2. Obtain agency information to create Access Online ID and password.

    3. Provide direction to program information on CAL-Card website.

    4. Provide Access Online web-based training passwords.

  6. Agency reviews, completes and submits Implementation and Enrollment Documentation to card issuer.

  7. Agency reviews program information on CAL-Card website.

  8. Agency registers for CAL-Card program training workshops.

  9. Agency completes Access Online web-based training.

  10. Agency staff reviews Program Administrator GuideCardholder Guide and Billing Official Guide (as applicable).

  11. U. S. Bank provides agency with Access Online User ID(s), card set up instructions and reference guides.

  12. Agency submits requests for new card accounts through Access Online.

  13. Cardholder activates new card within fourteen (14) days of receipt by calling eight (8) hundred number on activation sticker.

  14. Agency develops, implements, and maintains internal CAL-Card program continually applying best practices.

Card issuer will assign a relationship manager and account manager and the Agency Application Process is completed as defined below:

 

State Agency Application Process

 

  • The card issuer creates a record in their client profile system to establish the relationship and lets their system refresh overnight.

  • The card issuer creates a request in their contracts management system:

    • A credit limit in designated within the request (no credit review is needed)

    • Submitted for processing with instructions for execution

    • Ensures agency receives a copy as requested

  • Submits a request in their client profile system to establish for Duns to be created.

  • Intake form is completed and sent to Implementation shared email box for Implementation Project Manager (IPM) assignment.

  • Designated IPM reaches out to agency with Implementation packet.

Local Agency Application Process

  • The card issuer creates a record in their client profile system to establish the relationship and lets their system refresh overnight.

  • The card issuer creates a request in their contracts management system:

    • Submitted for processing with instructions for execution

    • Ensures agency receives a copy as requested

    • Ensures agency receives a request for credit qualification process:

      • Duns is created as part of the credit process

      • Once credit is determined “All Contingencies Satisfied” email is sent to Implementation for Implementation Project Manager (IPM) assignment

  • Designated IPM reaches out to agency with Implementation packet.

An implementation can take four (4) to six (6) weeks for a small agency or eight (8) to twelve (12) weeks for a large organization depending on number of cards and if the agency has more complex technical needs. From submission of the contract to receipt of cards, expect seven (7) to nine (9) weeks for small agencies and eleven (11) to fifteen (15) for large agencies.

CAL-CARD PROGRAM CONTACT(S)

State Contract Program Administrator

Department of General Services
Procurement Division

707 3rd Street, 2nd Floor
West Sacramento, CA 95605

Phone: (916) 376-2939
Email: CALCardProgram@dgs.ca.gov

 
U.S. Bank

Email: CAL-Card Enrollment