UC San Diego SearchMenu

How to Get Started Using the Express Card Program

Follow these instructions to begin using the Express Card program in your department.

Expand all

1. Review the checklist.

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).

4. Identify cardholders.

  • Identify cardholder candidates who either have or will be given purchasing authority.

5. Qualify cardholder candidates.

6. Open new accounts.

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

Expand all