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 and then the Department Head 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 University Credit Card Request, this will update the form to the University Credit Card Request form.

5. In Request Name, enter New Card Request.

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

7. In Payment Product Type, select Procurement Card.

8. Select your Financial Unit and Financial Unit Approver

  1. If you have questions on what to enter here, please speak with your fund manager.

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

Card Display:

Alternate Address:

Expedite Card:

10. Click Create Request

11. Under Expected Expenses, click Add.

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

13. Select New Card

14. In MC, enter your mail code. If you are unsure of your mail code, you can use the "Search Faculty/Staff" function on Blink.

15. In the Detailed business purpose for this request section, add a detailed business purpose for requesting a Procurement Card. This is a required field and can't be left blank.

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. 

16. Click Save to add your Expense.

17. 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. The other is just an Orange Alert letting you know that this request will route to a Department Head for approval.

 18. To add the required attachments, select Attachments, and then select Attach Documents.

19. 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).

20. 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.

21. Select Submit Request and in Final Review scroll down to read the entirety of the Card & Payment Product Requests pop-up, then 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.

22. The New Card Request will then route to your listed Financial Unit Approver and then your Department Head for approval before finally reaching the Procurement Card team.  If you'd like to view the status of your request, select Request Details and then Request Timeline.

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 of approval from the Procurement Card team.
  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.