Purchasing Authorizations and Training

Learn about the authorizations and training you need if your department designates you as a department buyer, Express Card holder, or Express Card Department Administrator.

Use the guidelines and links below to obtain the necessary training and authorizations for the following roles:

• Express Card holder
• Express Card Department Administrator (EDCA)
• Express Order buyer
• Marketplace
• Online department buyer

Express Card holder

Training

• Express Card Cardholder Training Tutorial
  If your department has approved you to receive an Express Card, you must take this tutorial to receive your card.

Authorizations/ Forms

• You must be designated as a cardholder by your department.
• You and your supervisor must sign the Express Cardholder Agreement form.

For more information, see How to Become an Express Card Cardholder.

Back to top

Express Card Department Administrator (EDCA)

Training

• Express Card Administrator Training
  You must take this course to be a delegated Express Card Department Administrator (EDCA) who is responsible for managing the use of the Express Card program in your department.

Authorizations/ Forms

• You, your supervisor, and your MSO or department business officer must sign the Express Card Department Administrator form.

Back to top

Express Order buyer

Training

• You require no specific training to be an Express Order buyer.

Authorizations/ Forms

• You must be given an active index for payment.
• You must have a an active Buyer code or one of an authorized person in your department.
• You need no specific forms completed to be an Express Order buyer.

Back to top

Marketplace

Training

• Approvers and Department Administrators
  You must take this course to be designated as an approver or department administrator for your business unit.
• Enrollment Central offers online tutorials and refresher courses for department buyers, index-informed shoppers and window shoppers .

Authorization/ forms

• Marktplace Delegation of Purchase Authority (Word file)
  This Delegation of Purchase Authority is required to assume the role of Department Buyer or Approver in the Marketplace site.
• Marketplace Delegation of Department Administrator Authority (Word file)
  This Delegation of Authority is required to assume the role of Department Administrator for the Business Unit Management Tool used for the Marketplace site.

Back to top

Online department buyer

Training

• Purchasing Policies and Procedures for WebIFIS
  If you will be entering Department Orders and High Value Purchase Requisitions using WebIFIS, you must either complete this course or receive training from an authorized department trainer.

Authorizations/ Forms

• You must have Valid UserID.
• Your department head must submit the Purchasing Authorization form (Word file).

Back to top

Contacts

• Express Card: Contact Michele Del Signore, (858) 534-2353, or Susan Maciel, (858) 534-6535. You can also visit Express Card.
• Express Order: Contact Tracy Buchanan, (858) 534-6536. You can also visit Express Order: General Procedures and Guidelines.
• Online department buyer: Contact Kathy Meadows, (858) 534-3091, or Purchasing, (858) 534-3084.
• Marketplace: Contact Marketplace information, (858) 534-9494.

Buy & Pay

Department Buyers

• Authorizations & Training
• Roles & Responsibilities
• How to Become One
• Vendor Codes & Address Types
• Supplier Scams
• Ship to Codes