Are you ready to get started?

Below are the application documents needed to start the credit process with the bank.

Each section has instructions included.  If you have any further questions, please contact Holly Wallace by phone 815.753.9083 or by email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Section A through E must be completed and returned to your State ASBO along with three years of financial audits.

Please begin with:

p-Card packet check list The checklist is designed to help you return the correct information so we can begin processing your application.

Section A (required) School Board Resolution. You may use this template or create your own.

Section B (required) BMO Member Agreement. This is your application to the Bank for a line of credit.  There are detailed instructions included.

BMO Agreement How To: Page by page instructions for copmpletion of agreement.

Section C (required) Organization Set-Up Form. This form sets up how you will pay your bill, your grace period, and bill cutoff date.  Detailed instructions are included.

Organization Set Up Form How To: Sample of completed document.

Section D (required) Audited Financial Statement Agreement. Every year the bank requires a copy of your school district’s audited financials to keep your credit current.  Failure to comply could result in an interruption of your card service.

Section E (required) School District Information. This form gives us the information pertaining to those who will be administrating your p-Card program in your district. Each district should appoint an Administrator and an Assistant Administrator. A separate form should be filled out for each person in these roles.

Homework (Please do NOT return with your packet). Want to make your card implementation quicker and easier? Please use these forms to get a start on assigning cards and limits, and designing a user agreement. Samples and instructions are included.

Next steps

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Now that I have sent in all this paperwork, what happens next?

Once your State ASBO has received all of the necessary materials and application, they will be reviewed, signed and sent to the Harris Bank (Bank of Montreal) on the same day that they are received.  Next you should receive a “Client Implementation Guide” from Harris/BMO, which is very user-friendly.  Shortly after receiving this guide, a training session with your p-Card Administrator will be conducted via telephone conference call.

The initial training of your Program Administrator will be scheduled on a first come, first served basis, and in most cases will involve a 30-45 minute telephone session.  Your implementation packet and online training component will round out what you need to know to get cards issued and being used.

Cards are customized and ordered online and delivered to your p-Card Administrator.

Once your cards begin to be used for purchasing, the implementation officer of the bank will schedule a training session to explain how to access information about card utilization and explain all of the reporting options that are available.  There are no costs or fees to the school district for this service, and no special hardware or software needed to support this program-only an internet connection.

This is a great opportunity for school districts.  Your use of the program will improve operations and strengthen the school business management functions and tasks in your school.

Contact Holly Wallace by phone at 815.753.9083 or by email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it any time you have questions.