bluCard Training Requirements

Pursuant to Bus 43, Part 8, the cardholder must complete cardholder training prior to receiving the card. Additionally, the cardholder must demonstrate understanding of their responsibilities to efficiently perform their duties and responsibilities delegated by the Authorized Signer. This will be done by completing 80% of assessment questions prior to receiving the bluCard.

Also required is an annual refresher course. You will be notified by bluCard Administration when it’s time for you to take a refresher course or you may mark your calendar if you wish to be proactive in fulfilling this requirement.

Online Training Available

The link to E-Train is provided below. Please note that the system will prompt you to be CalNet Authenticated as this course is only available to the University’s employees.

https://etrain.berkeley.edu/login/

After successfully completing the training requirement and the assessment questions, you will receive an e-mail from bluCard notifying you that you have completed the training requirement and that your bluCard will be mailed to you along with instructions on how to activate your card and completing the cardholder agreement form.

New Cardholder Training

Before a bluCard can be issued, the prospective Cardholder must complete a New Cardholder Training class. The responsibilities of a cardholder and other pertinent information regarding the bluCard Program will be reviewed. Each cardholder is also required to read, understand and sign the Individual bluCard Delegation & Agreement at the time of receiving a bluCard.

Departmental staff who reconcile and verify procurement card purchases and those needing a refresher course may also attend the New Cardholder Training course.

Reviewer Training

Departmental staff with bluCard responsibilities have critical roles during the required Reviewer processes for the bluCard Program. To help understand these roles and responsibilities, all Reviewers must attend Reviewer Training.

Please refer to the bluCard Program’s Roles and Responsibilities for a summary. A more complete description of the process roles and their activities can be found in the Cardholder Guide.

Schedule for Courses

Reviewer Training is offered once a month; course dates for these training sessions are posted at the UC Learning Center through the Learning Management System CalNet authentication page (use the link to  ICE, the former Interactive Course Enrollment System).

Contact blucard [at] berkeley [dot] edu to find out more about when upcoming courses will be offered.