| What your department should do: |
How to do it: |
| 1 |
Review the checklist. |
- Review the departmental readiness checklist, and establish the required procedures to support the Express Card program.
|
| 2 |
Assign Express Card Department Administrator (ECDA) role(s). |
- Ask your business officer to assign the ECDA role to one or more qualified members of your department.
- The ECDA(s) will oversee program compliance and administration for your department.
- Read about administrator responsibilities for more information.
|
| 3 |
Train the ECDA(s). |
- Enroll the ECDA(s) in Express Card administrator training via Enrollment Central.
|
| 4 |
Identify cardholders. |
- Identify cardholder candidates who either have or will be given purchasing authority.
|
| 5 |
Qualify cardholder candidates. |
- Qualify cardholder candidates by having them read the Express Card Cardholder Responsibilities.
|
| 6 |
Open new accounts.
|
- ECDAs, follow these steps:
- Access ECManager.
- Click Add a New Card.
- Complete the online form for each account.
- If you need help completing the form, see ECManager: Add a New Express Card.
- If you have not obtained access to ECManager, open new cardholder accounts by completing the paper Cardholder Account form.
Note: Apply for an Express Card via ECManager OR the cardholder account form — do not do both.
|
| 7 |
Receive and activate cards. |
- Receive cards and request that cardholders activate them.
|
| 8 |
Assign additional roles. |
- Assign these additional Express Card roles, if necessary, to support program use in your department:
- Administrative support
- Transaction reviewer
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