How to Request a New Procurement Card


This article demonstrates how to submit a Concur request to apply for a Procurement Card. Please note, only a cardholder is eligible to submit a new card Request in Concur. Additionally, a new card request should never route to a Department Administrator (DA) for approval. This request will be routed to your Financial Unit approver before reaching the Procurement Card team for final review and approval.


Essential Information

Requests on Behalf of Another Employee

Next Steps

1. Log into Concur using your Single Sign-On.
2. Click on Start a Request at the top of the page.

3. The Create New Request pop-up will display.

4. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form.

5. In Date, select the Calendar icon and select today's date, or manually enter today’s date.

6. In Request Name, enter New Card Request.

7. In User Type, select UCSD Employee.

8. In Payment Product Type, select UCSD Procurement Card.

9. Fill out the fields with a red asterisk, these are required. The circled items are the minimum required financial information, any additional financial information (Project/Task) is optional.

  1. If you have questions on what to enter for the Financial Unit Information, please speak with your fund manager.

10. In the Business Purpose/Additional Information section, please enter the Business Purpose for the New Card.

11. Click Create Request

12. Under Expected Expenses, click Add.

13. An Add Expected Expenses pop-up will display.

14. Select New Card

15. In Payment Product Type, select UCSD Procurement Card, in MC, enter your mail code.

16. In the Comment section, you can make the following requests:

Card Display:

Alternate Address:

Expedite Card:

NOTE: If you would like to request additional requests such as increasing a limit, Delegation of Authority, lifting an MCC code etc., you may do so by clicking on Add within Expected Expenses. This will allow you to create additional requests, within your same report. 

17. Click Save to add your Expense.

18. In Expected Expenses, a line item will display for New Card request.

  1. You will see two Alerts, one of them is a Red Alert for the upload of the required attachments.

 19. To add the required attachments, in upper right, select Attachments, select Attach Documents.

20. Select Upload and Attach to select a file and attach the Required Documents for a New Card Request:

University Procurement Card Program Completion Certificate (16 min training):

Procurement Card Cardholder Agreement: The Procurement Card team is only accepting the most up to date Cardholder Agreement (as of 9/2020).

21. Once you have selected your file(s), they will automatically be attached to the request.

  1. The Red Alert will automatically disappear once you have uploaded the documents.

22. Select Submit Request and in Final Review, select Accept & Continue to submit your Request.

  1. Please ensure to scroll through all of the terms and acknowledgements in the Final Review before clicking Accept & Continue.

23. Once the Procurement Card team has received your Request, your card will be ordered and mailed:

  1. Card will arrive within 7-10 business days.
  2. For any tracking related inquiries, please contact U.S Bank at (800) 344-5696.


If you need any additional assistance, please submit a ticket here, or call the IPPS Help Desk at (858) 534-9494.