7.3.1 Program Administration & Implementation Provide a scalable, user-friendly, and secure platform suitable for entities of varying size and complexity. Offer program consultation and support services for program planning, rollout, and long-term optimization. Provide integration and implementation services, managing, directing, and bearing responsibility for any subcontractors necessary toward those aims. Provide training to staff at various levels as directed by the purchasing entity. Allow for central billing and reconciliation options, as well as departmental or card-level customization. 7.3.2 Core Payable and Card-Based Services Solutions may include a variety of automated payment methods such as: ACH and B2B payment automation Virtual payments and electronic payment systems Corporate cards, commercial cards, T&E cards Purchasing cards (P-Cards) for centralized or departmental use Hybrid or consortium-based programs Expense management software and automation tools Scalable platforms for entities of varying size and complexity Central billing and reconciliation, with card- or department-level customization Dedicated implementation support including project timelines, milestones, and stakeholder training Assistance in developing P-Card and payment policies, incentive structures, and supplier participation strategies 7.3.3 Card Issuance & Types Physical, virtual, single-use ("ghost"), and cardless solutions Support for customized card printing (e.g., logos, “For Official Use Only”) Card issuance with configurable workflows and activation protocols 7.3.4 Controls, Compliance, and Security Department-, cardholder-, and organizational-level controls MCC/SIC restrictions, dynamic overrides, and complex approval hierarchies PCI DSS compliance and support for additional financial regulations Fraud prevention tools, alerts, and card locking/unlocking capabilities Defined dispute resolution processes, liability thresholds, and expedited replacement/digital card options 7.3.5 Online Management, Reporting & Integration 24/7/365 online platform with real-time transaction visibility Customizable reporting (scheduled, ad hoc, or on-demand) with exportable formats Dashboards for auditing, trend analysis, fraud detection, and policy compliance Integration with ERP, accounting, procurement, and expense management platforms via API or file-based exchange
