How To Set Up an Approving Official Purchase Card Account

Updated 12/16/04

The Approving Official authorizes the Purchase Cardholder to make small purchases valued at $2,500 or less for a single item and verifies that purchases are official and correct. To be designated an Approving Official, complete form ITA 2063, "Approving Official (Agency Account) Set-Up/Maintenance", available on the ITA Intranet "Our Place" at http://ourplace.ita.doc.gov using Adobe Acrobt software.

1. SECTION I. Instructions.

• Enter 'X' by AO Setup and CitiDirect Card Management System ID Request.

2. SECTION II. Approving Official Set-Up Information. Enter the following information on the lines provided:

• First Name of Approving Official, Middle Initial, Last Name.
• Agency Organization Name
• Verification Information (e.g. Mother's maiden name).
• Business Mailing Street Address.
• Room Number.
• City, State, Zip Code, Country.
• Business Phone
• EMAIL Address.
• Fax Number.

3. SECTION III, Reporting Parameters. Enter the following information.

• Account Number - cardholder number
• Reporting hierarchy: (Enter one of these codes on the 3rd blank line, the levels 5 & 6 on the following lines).

4. SECTION IV. Approving Official Signature

• Type the approving official's name.
• Obtain the signature of the Approving Official and indicate the date.
• Upon submission, the Approving Agency/Organization Program Coordinator will sign.

5. Signature Program, DUS, CFO&DOA, AS or DAS.

• Office of the Under Secretary, obtain the signature of the DUS.
• Program Units, obtain the signature of the Approving Official's supervisor (DAS or A/S).
• Administration Offices, obtain the signature of the Chief Financial Officer and Director of Administration.

6. Headquarters and Overseas submit completed forms to Robin Carpenter, ITA Agency Program Coordinator, in Room 4001. Domestic field offices submit forms to the servicing ASCs.

For additional information contact Robin Carpenter at 202-482-4989 or via e-mail Robin_carpenter@ita.doc.gov