Processing a US Bank FlexCard Form - New FlexCard Request

This document outlines the steps for a department user to fill out and complete a US Bank FlexCard Form to order a new FlexCard.

Navigate to the Forms section on the Gateway homepage. <https://gateway.procurement.ucsb.edu/>

Gateway Forms dropdown menu, with US Bank FlexCard Form selected.

Read the instructions page and then click **Next** or select the **Form Fields** tab.

Gateway menu with an arrow pointing to the Form Fields tab on the top of the screen.

Select **Request a New FlexCard** in the Form Action section.

Gateway Form Action option showing Request a new FlexCard selected.

Confirm the prospective Cardholder has completed training and select **Yes.** ***Note:*** All Cardholders must complete the FlexCard training, exam, and User Agreement in the [UC Learning Center](https://www.learningcenter.ucsb.edu/) before being issued a FlexCard.

Gateway Training Confirmation Screen confirming cardholder FlexCard training.

Fill out the Card Request Information including the Single Purchase Limit, Monthly Credit Limit, and Employee ID Number. ***Note:*** The Monthly Credit Limit may be set to the default of $20,000, or a custom amount. If you are requesting a custom amount, please select "**Other - Exception Approval Required**" in the drop down box. Then, indicate the desired Monthly Credit Limit in the Monthly Credit Limit Exception Justification field.

Gateway screen with Card Request Information fields and the Monthly Credit Limit field and the Monthly Credit Limit Exception Justification field highlighted.

Select **Next** or click **Review and Submit** to proceed.

Gateway Procurement Request-US Bank FlexCard Form menu with the Review and Submit Button highlighted in the top right menu option.

If everything is correct, click **Add And Go To Cart.**

Gateway Procurement Request-US Bank FlexCard Form menu with the Add and Go to Cart button highlighted in the top right menu option.

On the Shopping Cart page, navigate to the bottom and fill out the Cardholder information. - Input the Cardholder First Name, Last Name, and Card Description. ***Note:*** Card Description is the text that will be printed **on the card.**

Gateway Shopping Cart screen with the Cardholder Information options highlighted in the middle of the screen.

Once all Cardholder information has been entered, click **Finalize Cart.**

Gateway Shopping Cart screen with the Finalize Cart button highlighted on the top right of the screen.

To edit the required requisition information select the "pencil" icon and complete the Ship to Address and Default CCOA (Accounting Codes). Once completed, select **Submit the Requisition**. - **Ship To Address:** This will be where the FlexCard is shipped to upon ordering. - **Accounting Codes:** This will be the default CCOA that all transactions will be charged to before any edits or allocations take place. Click **Submit Requisition** once you have filled out all the above sections ***Note:*** If a user is unable to submit the requisition they will need to assign the cart to a requester within their department to have them submit the requisition.

Gateway Requisition Summary Screen with the Ship To information highlighted on the lower right of the screen.

The requisition has now been submitted and will be sent to the Department FlexCard Administrator assigned to the selected CCOA FRU value.

Gateway Requisition Summary Screen with the Accounting Codes information displayed.

The Department FlexCard Administrator must approve the requisition to move it to the FlexCard Administration.

FlexCard Administration will approve the requisition, or request further information if needed, and inform the department when the FlexCard has been ordered and the expected arrival time.

Resources: [UC Learning Center](https://www.learningcenter.ucsb.edu/login) [Gateway](https://solutions.sciquest.com/apps/Router/ShoppingDashboardUserDetails?tmstmp=1779348271585) [FlexCard Exam](https://uc.sumtotal.host/core/pillarRedirect?relyingParty=LM&url=app%2Fmanagement%2FLMS_ActDetails.aspx%3FActivityId%3D719923%26UserMode%3D0)

This concludes how to request a new FlexCard.