Welcome to the SCORE's virtual credit card program through Mesh Payments. As the program evolves, procedures and instructions may change.

SCORE will issue vendor specific virtual VISA credit cards to volunteers at the request of Chapter Chairs/Co-Chairs , Treasurers District Directors, or RVPs. (District Directors/ RVPs please see the paragraph regarding your authority below.) Only Chapter Chairs/Co-Chairs and Treasurers should fill out this form to charge their chapter, if you need access to a credit card for your chapter, please go through your chapter leadership. Mesh Payment Documentation is available on the Support Center here:

https://tinyurl.com/SCORECreditCardProcedures

Use this form to add or remove Users to Mesh Payments, to request a new credit card, or change an existing credit card.

[Are you expecting the charges to be more than $10,000 from National Allocation in a given fiscal year, please request for us to use an American Express card. https://tinyurl.com/SCOREAMEXCARD.]

District Directors & RVPs may also request cards to be charged to their own National Allocation or local funds available at their district or region level. If your district/region does not have local funds, please be sure to attach all the necessary documentation; please see the Leadership Quick Guide for more information at https://tinyurl.com/SCOREExpenseGuide. District Directors cannot charge a chapter without the Chapter Chair's approval. Please contact Erin Schultz directly for more information.

Cards can only be used for that specific vendor, no other. Please request a new card for a each vendor. (For example, Google Voice, Google Ads, other Google services will need separate cards)

Only vendors that cannot be paid through standard channels by either check or ACH will be considered, (for example, due to time constraints or vendor payment requirements). These cards work best for recurring bills, social media accounts, or one-time event venues that require a credit card. Cards will not be issued for consumables such as Duncan Donuts, Starbucks, Costco, Sam's or the equivalent. (Staples will have a very low spending limit)

Cards must be assigned to a specific user within Mesh Payments. This user is responsible for ensuring the card is used for the intended purpose and within SCORE's mission observing all SCORE policies. (Mesh Payments uses the term "Employee" for users, volunteers are eligible to manage cards) The user must also ensure that adequate receipts are captured within Mesh Payments if the chapter wants to use National Allocation or chapter local restricted funds. Otherwise, any charge over $25 will be coded to 59900 Misc Expense.

Google Ads charges have additional requirements for National Allocation,in order to be charged to Marketing and use National Allocation, a monthly Google Statement must be emailed to the Controller and only the actual ad activity for that month will be recognized in Marketing expense for National Allocation. If you request a Google Ads card, we will explain the procedures and the reasons for it.

The chapter is required to monitor transactions within Mesh Payments and the active credit cards for the chapter and to monitor if proper receipts are uploaded to use National Allocation by month end. One chapter leader should have access to Mesh Payments for internal control oversight who does not manage cards. The Chapter Chair,/ Co-Chair or Treasurer are responsible for notifying HQ through this form if anyone needs to be removed or if a card needs to be reassigned.

SCORE requires each card to have a hard spending limit for internal control purposes called a "Subscription Budget" for specific time period or the life of the card. Transactions over these limits "Budget Violations" will be declined. The limit can be changed as requested.

Information need to complete:

New users: name, email, phone number that can receive texts.

New Card:

• Vendor name
• Chapter to charge
• Purpose of vendor's goods or services
• Contracts, other documentation to substantiate purpose
• Spending Limits if any
• Person responsible - Card manager name, email, phone
• Expiration date
• If available, other documentation to confirm vendor name (charge statements, contract, invoices, etc. Vendor name has to be almost exact of charge name)

(The Mesh Payments platform supports requesting cards. To use it, please select Subscription or SaaS cards and not a general card. Add your Chapter Chair or Treasurer as the Approving Manager. Give an extensive explanation so that we can approve the card without contacting you for more information)