Report Date: 13 Apr 2018 805A-36B-1005 Prepare a Stored Value Card Status: Approved Distribution Restriction: Approved for public release; distribution is unlimited. Destruction Notice: Foreign Disclosure: FD1 - This training product has been reviewed by the training developers in coordination with the FMB/SSI/Fort Jackson SC 29229 foreign disclosure officer. This training product can be used to instruct international military students from all approved countries without restrictions. Page 1
Conditions: You are an FM Soldier in a deployed environment. A Soldier enters your office and would like to initiate and add funds to their Stored Value Card (SVC). You have access to a computer/laptop with the EagleCash program loaded, blank EagleCash Card (ECC), DD Form 2887 (Application for the DoD SVC Programs), Point of Sale (POS) Terminal, all applicable regulations, policies, forms, systems, and standard office supplies. This task should not be trained in MOPP 4. This task should not be trained in MOPP 4. Standards: With 100% accuracy, process a completed DD Form 2887, issue and add funds to an ECC, perform currency exchange transactions, and prepare end-of-day reports. Special Conditions: Safety Risk: Low MOPP 4: Never Cue: Task Statements DANGER WARNING CAUTION Remarks: Notes: Page 2
1. Process DD Form 2887 Performance Steps a. Verify Financial Institution Data from DJMS. b. Ensure that administrative data is complete on the DD Form 2887 with signature. 2. Perform Card Issuance Procedures a. Issue Card with Zero Value Loaded (1) Select the Card Processing Station ICON from the Eagle Cash Screen. (2) Insert card into reader (chip side down). (3) Type first name, last name, and SSN into laptop using the customer ID. (4) Select expiration date from screen: (a) Active (7 months) (b) Reserve (9 months) (c) Other (Determined by the finance office command not to exceed 12 months). (5) Select "Issue"- Card activating (shown on screen). (6) Enter zero dollar value using the number keys to load zero funds. (7) Select "cash" as the tender type used to complete this process. (8) Check that the dollar amount entered is $0, and select "Revalue" to continue. (9) Confirm zero balance, select OK. (10) Remove the card from the card reader. (11) Print customer's name on the top signature stripe on back of card. (12) Have customer sign their name on the second signature stripe on back of card. (13) Have customer verify zero value in the balance reader. (14) Issue a plastic sleeve and disclosure statement for each card. (15) Have customer sign for receipt of the card. b. Complete all steps in order. 3. Performed currency exchange transactions a. Ensure name on ECC matches ID Card. b. Remove the card, and the receipt, and return it to the customer along with the cash exchanged for after completing the transaction in DDS. 4. Prepared end of day reports a. Printing POS reports and upload transactions to the computer (Cashier). Page 3
b. The user pulls the Hotlist, Warmlist, and Devices Names via ECC daily. c. On the Point Of Sale (POS) terminal screen, select Reports and then Detail for a detailed report. (Asterisks indicates a leader performance step.) Evaluation Guidance: Score a GO if the Soldier passes (P) all applicable performance measures. Score a NO GO if the Soldier fails (F) any performance measure. Show the Soldier what was done incorrectly on any failed performance measure and how to do it correctly. Evaluation Preparation: Ensure all applicable regulations, policies, forms, systems, and standard office supplies are available. PERFORMANCE MEASURES GO NO-GO N/A 1. Processed the DD Form 2887. a. Verified Financial Institution Data from DJMS. b. Ensured that administrative data is complete on DD Form 2887 with signature. 2. Performed Card Issuance Procedures. a. Issued Card with Zero Value Loaded. b. Completed all required steps in order. 3. Performed currency exchange transactions a. Ensure name on ECC matches ID card. b. Remove the card, and the receipt, and return it to the customer along with the cash exchanged for after completing the transaction in DDS. 4. Prepared end of day reports a. Printing POS reports and upload transactions to computer (Cashier). b. The user pulls the Hotlist, Warmlist, and Devices Names via ECC daily. c. On the Point Of Sale (POS) terminal screen, select Reports and then Detail for a detailed report. Supporting Reference(s): Step Number Reference ID Reference Name Required Primary DD FORM 1081 STATEMENT OF AGENT OFFICERS ACCOUNT No DD FORM 2664 Currency Exchange Record No DD FORM 2665 DAILY AGENT ACCOUNTABILITY SUMMARY No DD FORM 2887 DODFMR 7000.14-R, VOL 5 Application for the Department of Defense (DoD) Stored Value Card (SVC) Programs Department of Defense Financial Management Regulation, Volume 5, Disbursing Policy and Procedures TADSS : Equipment Items (LIN): LIN S94666 Name Support System Tactical: ANTYQ-132(V)1 Materiel Items (NSN) : Step ID NSN LIN Title Qty No materiel items specified Environment: Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to the current Environmental Considerations manual and the current GTA Environmental-related Risk Assessment card. Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to ATP 3-34.5 Environmental Considerations and GTA 05-08-002 ENVIRONMENTAL-RELATED RISK ASSESSMENT. Page 4
Safety: In a training environment, leaders must perform a risk assessment in accordance with current Risk Management Doctrine. Leaders will complete the current Deliberate Risk Assessment Worksheet in accordance with the TRADOC Safety Officer during the planning and completion of each task and sub-task by assessing mission, enemy, terrain and weather, troops and support available-time available and civil considerations, (METT-TC). Note: During MOPP training, leaders must ensure personnel are monitored for potential heat injury. Local policies and procedures must be followed during times of increased heat category in order to avoid heat related injury. Consider the MOPP work/rest cycles and water replacement guidelines IAW current CBRN doctrine. Prerequisite Individual Tasks : Supporting Individual Tasks : Supported Individual Tasks : Supported Collective Tasks : Task Number Title Proponent Status 14-EAC-8011 Perform Disbursing Operations (Financial 14 - Finance (Collective) Approved Management Support Detachment (FMSD)) Knowledges : Knowledge ID 805A-K-0504 K27502 Knowledge Name Determine Soldiers Component (AC, RC, NG) Know how to prepare a Stored Value Card (SVC) 805A-K-0540 Identify (Navy/Marine and Eagle Cash Enrollment Authorization Agreement (DD Form 2887) Skills : Skill ID Skill Name 805A-S-105 Ability to process DD Form 2887 805A-S-0059 S3764 805A-S-101 805A-S-0145 805A-S-0116 805A-S-106 805A-S-0121 805A-S-0042 ICTL Data : Calculate Figures Ability to perform card issuance procedures (ECAS Card) Ability to prepare end of day reports. Ability to Read, Interpret, and Apply Appropriate Regulation(s) Apply Regulations Ability to perform currency exchange transactions Apply Procedural Guidance Complete Forms ICTL Title 36B - Financial Management Technician - SL1 Personnel Type MOS Data Enlisted MOS: 36B, Skill Level: SL1, Duty Pos: UQS Page 5