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C.A.R.E. Basics State of California CAL-Card Program

C.A.R.E. Basics State of California CAL-Card Program. Susan Kissee US Bank. Agenda. Overview of C.A.R.E . and Basic Functionality Technical requirements, security and support Day to day program management through C.A.R.E Reference Tools. 2. Overview of C.A.R.E.

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C.A.R.E. Basics State of California CAL-Card Program

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  1. C.A.R.E. Basics State of CaliforniaCAL-Card Program Susan Kissee US Bank

  2. Agenda • Overview of C.A.R.E. and Basic Functionality • Technical requirements, security and support • Day to day program management through C.A.R.E • Reference Tools 2

  3. Overview of C.A.R.E. Web access tool to help you manage the CAL-Card Program • C.A.R.E. = Customer Automation and Reporting Environment https://care.usbank.com • Basic Functionality 3

  4. System Activity • Current Number of CAL-Card C.A.R.E. Users • Cardholder = 298 • Program Administrators = 533 • Total Users = 731 • System availability • 24/7 • weekend maintenance 4

  5. Technical Requirements • PC Pentium 120 MHz • 32 MB memory • Browser (with 128-bit data encryption) • Internet Explorer 4.01 or higher • Netscape Communicator 4.50 • Windows 95, 98, NT 4.0 or higher • 33.6 modem or higher or a LAN connection 5

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  7. Key C.A.R.E. Functions Account Setup Account Maintenance Status Transaction Management Reporting / Communication Cardholder Access Program Management

  8. Account Set-Up Approving Official and Cardholder Same day account number generation Receive cards within 2-3 business days Data entry is determined by you You are in control! Account Maintenance Approving Official and Cardholder Real time One-time exceptions for spending limits Employee termination -quick close MAT code changes Re-order plastics Quickly change the name of an A.O. Account Setup/Maintenance

  9. Status instant information instant confirmation filed or submitted save work in progress successful assures you the transaction is being processed by the USB system TMM view Approving Official and Cardholder information current cycle and previous five cycles utilize for auditing a particular cardholder activity during the cycle high usage cards review throughout the cycle Status / TMM

  10. Communication delivery of files 998 File - Flat file for uploading to your general ledger delivery of reports receive reports within three business days after cycle start payment process immediately and earn maximum rebate $$$$$ Reports standard unusual spending report monthly transaction summary Cardholder full transaction detail custom you design your own report Reporting and Communication

  11. Cardholder Online Registration Relationship Code = stateofcal1 User Profile Code = C01 Cardholder Statements Cardholder Full Transaction Detail Report mirrors the Cardholder Statement of Account Cardholder Access

  12. Additional Tools • User Manuals • Cardholder C.A.R.E. functionality • APC C.A.R.E. functionality • Web-Based Training Program • Automated program available 24/7 • Download user manuals • https://wbt.care.usbank.com • user id “usbank” • password “ability” • C.A.R.E Technical Help desk • 1-800-254-9885 12

  13. Questions? Thank you! 13

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