Last update:
04/15/2008
Washington State Political Subdivision Implementation Process
A standard implementation takes 30-60 days, based on program
needs and their responsiveness to U.S. Bank requirements.
| Stage |
Who Does It |
Description |
| 1 |
Agency |
|
| 2 |
U.S. Bank |
- Contacts agency within three (3) business days to
confirm receipt of package.
- Participation Addendum and most recent three years
of audited financial reports are reviewed by U.S. Bank
- Completes contract/credit review process within 30
business days (assumes receipt of complete required
documentation)
|
| 3 |
U.S. Bank |
- We encourage programs to submit paperwork as early
as possible. However, please note that implementations
will occur according to Implementation Schedule (see WA
ST WSCA website).
- Close to the date you are scheduled for
Implementation a US Bank Project Manager contacts agency
to schedule implementation meeting
- US Bank will provide required documentation to be
completed by agency
- Discusses Access Online capabilities; agency
requirements
- Obtains Agency information to create AccessOnline
id/password
- Provides direction to program information on state
website
- Provide Access Online web based training passwords
|
| 4 |
Agency |
- Forwards completed documentation to US Bank
- Reviews/Downloads program information from state
website and completes all training requirements outlined
in Implementation Email sent by WA ST GA.
- Develops internal policies, procedures, and training
|
| 5 |
U.S. Bank |
- Within 10 days of receipt of required documentation,
U.S. Bank will provide Access Online User ID and card
setup quick reference guide.
|
| 6 |
Agency |
- Submits requests for new account set up via Access
Online.
- Cardholder activates card by calling the 800 number
on the activation sticker
|
