How to Request a New Human Subject Procurement Card


This article demonstrates how to apply for a Human Subject Procurement Card. Please note, only a cardholder is eligible to submit a new card Request in Concur. 


Essential Information

Requests on Behalf of Another Employee

Next Steps

1. Watch the Concur: New Card Request Training Video










Video: How to Request a New Travel & Entertainment Card (Click above Image)

Script: How to Request a New Travel & Entertainment Card

2. Review the written steps below.

NOTE: The following content is the same as what is covered in the video, only presented in a different format.

1. Log into Concur using your Single Sign-On

2. Select 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 HS 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 Human Subjects 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:

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.

16. Click Save to add your Expense.

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

  1. You will see three Alerts: one of them is a Red Alert for the upload of the required attachments. The others are just informational Orange Alerts letting you know that this request will route to a Department Head for approval and which additional forms are required for the Human Subject Procurement Card.

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

19. Select Upload and Attach to select a file and attach these Required Documents for a New Human Subject Procurement Card Request:

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.