Express Card Program Roles
Last updated
August 14, 2009 11:23:31 AM PDT
Learn about the importance of roles that support the Express Card program.
Roles provide the foundation for workflow, manage the notification and distribution process, and ensure security for Express Card program activity.
To learn more about the responsibilities of each role, click the links below:
Program administrators are responsible for:
- Administering the Express Card program accounts, systems, and tools
- Communicating with U.S. Bank on Express Card issues
- Monitoring dispute activity with U.S. Bank
- Requesting new or modified cards from U.S. Bank
- Requesting card cancellations from U.S. Bank
- Importing transaction data into the ECManager
- Verifying cardholder employment status
- Auditing for compliance with Express Card program policy
- Monitoring transaction activity for fraud detection and prevention
- Training, certifying, and assigning Department Administrators
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Express Card Department Administrators (ECDAs) are responsible for:
- Developing and implementing internal procedures that govern departmental use of the Express Card
- Reviewing e-mail notifications and monitoring designated accounts
- Using the ECManager to request new cards, changes and cancellations
- Using the ECManager to terminate inactive cards
- Reporting misuse, abuse or possible fraudulent activity to ECPAs
- Identifying and assigning other Express Card roles, Administrative Support and Transaction Reviewers, to members of their work group
- Training members of their work group on their departments' fiscal requirements
- Approving card application requests submitted by the Administrative Support members of their work group
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Those in the administrative support role are responsible for:
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Transaction reviewers are responsible for:
- Reviewing Express Card transactions
- Working with the cardholder to ensure that charges are recorded correctly in the campus financial system
- Applying fund requirements and application of California sales/use tax
- Redistributing charges to other indexes and accounts, when necessary as authorized by their departmental business officer
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Express Card cardholders are responsible for:
- Purchasing items for UCSD business use only
- Never lending or sharing your Express Card
- Purchasing allowable goods and services, not restricted items
- Keeping all purchases to less than $4,999
- Providing sales receipts, packing slips, and other similar documementation to your Department Administrator
- Reviewing e-mail notificatons
- Knowing and understanding responsible buying practices, including the purchasing conduct and ethics
- Understanding terms and conditions of department funding sources
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If you have questions, contact
Susan Maciel, (858) 534-6535.
