How to Request a New Human Subject Procurement Card


Overview


This article will demonstrate how to apply for a Human Subject Procurement Card

Critical Concepts


Steps to Take


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


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, at the top of the screen, click on the Requests module

2. In the Requests module, select New Request 

 

3. This will take you to a New Request screen

4. In steps #4-8 complete Request Header information, in Request Type, select Card & Payment Products Request, this will update the form to the specific Card & Payment Products form

5. In Payment Type, select the UCSD Human Subject Procurement Card

6. Fill out all of the fields highlighted in red, along with any additional financial information
7. In the Business Purpose/Additional Information section, please enter the Business Purpose for the Card and include the IRB Number

8. Select Save
9. To the right of Request Header tab, select the Expenses tab

10. On the right side of the screen, from the available Expense Types select New Card 

11. In Payment Product Type, select UCSD Human Subjects Procurement Card, additionally, add the Mail Code (MC) the card should be sent to

12. Click Save to add your Expense, on the left side of the screen a line item displays for Expense Type: New Card

13. To add your attachments, select the Attachments button, then select Attach Documents 

14. Select Browse to select a file and attach the necessary documentation:

a. Procurement Card Cardholder Agreement
b. Human Subject Procurement Card Cardholder Addendum
c. Copy of your completed Cardholder Training
d. Stamped IRB that shows current dates
e. Stamped portion of consent form that shows what’s approved for compensation

15. Once you have selected your file, select Upload and close the window

16. Now, you are ready to submit your Request, select Submit Request and then Accept and Submit

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494