Last update: 07/08/2009

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.
  • Upon approval of contracts and credit a US Bank Implementation Manager will contact you to schedule implementation an 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
  • Develops internal policies, procedures, and training
  • Inform your Implementation Manager of your training needs.
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