Specifications include, but are not limited to: Gift Card Program that includes cards that can be used at specific retail stores and preloaded VISA/Masterards that can be used anywhere credit cards are accepted. The gift cards will allow a means of compensating research subjects. The awarded supplier should have experience in providing gift card services to colleges and universities for the purpose of paying research incentives. 1.0. Respondents’ proposal should clearly describe the following: 1.1. Account setup and registration process. 1.2. Gift Cards offered, including but not limited to: 1.2.1. Physical card versus electronic card options. 1.2.2. Limits of specific retailer(s). 1.2.2. Gift cards available for specific retailers for example Walmart, Target, Amazon, Kroger. 1.3. Fees, activation charges, and penalties, including but not limited to: 1.3.1. Activation charges specifically for Visa/MasterCard/American Express/Discover cards. 1.4. Expiration dates that are guaranteed for a period of time after the receipt and acceptance for usage. 1.5. Reloadable Gift Cards. Any fees associated with the cards must be listed. 1.6. Ability to retract funds from any unused Gift Cards. 1.7. A toll-free telephone number that will allow UTHSC to de-activate, determine the status, and receive other card related information. 1.8. Ability to de-activate, track usage, and verify card balances. 1.9. Process to cancel an order or return a gift card. 1.10. Number of days from receipt of order to delivery for a single issuance, 3-5 days preferred. 1.11. Number of days from receipt of order to delivery for a bulk issuance, 3-5 days preferred. 1.12. How the system promotes adherence to the highest financial control standards. 2.0 Describe the process for ordering Gift Cards in detail, including but not limited to: 2.1. Online system features and capabilities including security capabilities to limit account access to authorized personnel. 2.2. Online catalog availability that would allow campus departments to order cards directly preferably with a workflow approval process. 2.3. Ability to order and activate in bulk or single card increments. 2.4. Minimum and maximum ordering requirements. 2.5. Ability to activate and load on-demand. 2.6. Limit to the dollar amount of the cards you can order at one time. 2.7. Ability to load in multiple denominations. 2.8. Ability to integrate with UT’s ERP system. 2.9. Ability to integrate with industry standard Clinical Trial Management Systems. 3.0. Describe Gift Card distribution process in detail, including but not limited to: 3.1. Process to distribute gift cards to recipients individually. 3.1.1. Provide options for Gift Cards not assigned to one individual. 3.2. Process to distribute gift cards to recipients in bulk. 3.3. Process to distribute gift cards if the individual that ordered the gift cards is not the individual sending them to the recipients. 3.4. Shipping and handling, including but not limited to: 3.4.1. Ability to expedite orders. 3.4.2. Gift Card(s) delivery or shipping options. 4.0. Describe invoicing options including the ability to provide itemized invoices in detail. 5.0. Describe security and reporting in detail, including but not limited to system ability to limit access to authorized users. 5.1. Secure handling of sensitive information and the capability of the program to maintain confidentiality. 5.2. Ability of authorized personnel to view on-demand, up-to-date online reports of activity for tracking, monitoring, and audit purposes. 6.0. Describe reporting options in detail and ability to customize data capture fields for enhancement. 7.0. Describe provided training in detail. 8.0. Performance Standards. 8.1. Provide Account Manager assignment or customer service representative(s). 8.2. Describe ability to provide toll-free access for balance inquiries during regular business and after business hours. 8.3. Describe web access for balance inquiries. 8.4. Describe ability to provide Interactive Voice Response (IVR) to include business times. 8.5. Describe customer support and service ticketing process. 8.6. Describe escalation procedure. 9.0. Additional Services. Proposer may offer additional goods and/or services not specifically requested in this RFP, including associated costs. The Universities shall determine, in its sole discretion, which additional goods/service options are the most beneficial from both a cost and service standpoint and may further negotiate these options to include or omit, at any time throughout the Contract or any renewal term, dependent on the needs of the Universities. 10.0. Quality Assurance Plan. Proposals shall provide a quality assurance plan that details the methods by which the Proposer guarantees performance. 11.0. Describe 1099 reporting capabilities.
