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Marqeta MSA - Marqeta Managed Onboarding Services
Last updated June 3, 2020.
Welcome to Marqeta! We are excited to work with you and your team to implement your Marqeta Managed card program.This site will provide you with the information necessary to partner with Marqeta to allow us to provide a smooth and efficient onboarding process onto the Marqeta platform. Please review this document in detail and discuss any questions with your Account Executive. Our goal is your success.We appreciate you selecting Marqeta and value your business.
Project Management & Roles
Marqeta will designate an Onboarding Project Manager who will be your primary Marqeta point of contact for this onboarding process and is responsible for coordinating all activities on this engagement, including task delivery, regular status reporting, project scope adjustments, program bank and network approvals, card fulfillment and more.Marqeta will also designate a dedicated Technical Implementation Specialist resource to advise your technical subject matter experts on integration requirements.You will designate a Project Manager who is responsible for the overall program and the coordination of key project management activities with the Marqeta Onboarding Project Manager. These key activities include, but are not limited to:
- Setting and managing Customers’ expectations regarding project scope and deliverables throughout the program
- Serving as Customer point of contact for escalations
- Execution of program change requests
- Maintaining awareness of program progress and status
- Managing technical deliverables in accordance with program scope and timeline
Milestones, Tasks, and Deliverables
Marqeta will work closely with you to design and implement your Card Program. The table below states each of our respective responsibilities and deliverables.At project kickoff Marqeta will provide a project timeline that will detail the ordering and dependencies of each milestone and task specific to your onboarding project. The items in the table below are not necessarily in sequential order and tasks may be managed in parallel.
Due Diligence Review and Approval
Marqeta
Review and approve program
Customer
Submit Due Diligence documentation
Deliverables
Program approved by Marqeta
Resource Assignment
Marqeta
Assign Onboarding Project Team
Customer
Assign Customer Project Manager
Deliverables
Project Management Resources Assigned
Card Profile and Design Inputs
Marqeta
Share card art guidelines and provide card & carrier design templates
Customer
Provide card and carrier designs and card presentation screens
Deliverables
All necessary customer inputs provided and prepared for card fulfillment vendor review
Kickoff
Marqeta
- Share Kickoff deck
- Generate and review project timeline with Customer
Customer
- Validate Marqeta's understanding of use case
- Review and agree to Marqeta-generated project timeline
Deliverables
- Kickoff deck
- Project timeline
Collateral Review
Marqeta
- Provide Card Holder Agreement (CHA) to Customer (if applicable)
- Review Marketing Collateral and share with Bank for approval
- Provide Integrated Voice Response (IVR) script template (if applicable)
Customer
- Review CHA and make available to cardholders (if applicable)
- Share Marketing Collateral with Marqeta for review and approval
- Provide customized IVR script and recordings (if applicable)
Deliverables
- CHA implemented (if applicable)
- Marketing Collateral approved by Bank and Network
- IVR approved and configured (if applicable)
Program Bank and Network Approvals
Marqeta
- Submit program to Bank for review
- Submit program to Network for review
- Provide Program Funding instructions
Customer
- Respond to Bank Q&A
- Respond to Network Q&A
- Wire/ACH Program Funding
Deliverables
- Bank program approval
- Network program approval
- Program Funding complete
Technical Configuration
Marqeta
- Whitelist Customer IPs for Sandbox Environment access
- Provide Technical Advisement and Share Solutions document
- Provide JIT Funding certification tests and verify transactions are created and processed accurately (if applicable)
- Review PCI certification documentation (if applicable)
- Complete Security Scan and Whitelist Production IPs; Configure Production Environment
Customer
- Provide list of static IPs to be whitelisted for Sandbox Environment access
- Create Users, Cards, and Controls; Simulate transactions and complete testing; Test Widgets and render cards in your UI using Marqeta.js (if applicable)
- Conduct test authorizations and transactions against sandbox gateway endpoint; Respond to JIT Funding certification tests (if applicable)
- Provide PCI certification documentation (if applicable)
- Provide Production IPs
Deliverables
- Sandbox Environment configured
- Sandbox Environment approved and API Integration complete
- JIT Certification passed (if applicable)
- PCI Certified (if applicable)
- Production Environment configured
Card Fulfillment
Marqeta
- Generate Card Package Checklist; Share initial card art proof, from card fulfillment provider; Risk and Compliance sign-off on card art and carrier (if applicable)
- Submit card proof and carrier to Bank and Network for approval
- Provide guidance on ordering and provisioning physical cards (if applicable)
- Support Launch Card ordering and fulfillment
Customer
- Review and Approve of Card Package Checklist; Sign-off on card art proof and carrier (if applicable)
- Respond to Bank and Network feedback for card proof and carrier and revise as needed
- Order Test Cards and Review and Approve of Test Cards (if applicable)
- Order Launch Cards
Deliverables
- Design of card and carrier art
- Bank and Network approval of card art
- Test Card sign-off
- Launch Cards in hand
Go-Live
Marqeta
Share Production Credentials with Customer
Customer
Receive Production Credentials
Deliverables
Production Credentials handed off to customer
User Acceptance Testing (UAT)
Marqeta
Share Test Plan for Customer execution
Customer
Conduct UAT within Production Environment
Deliverables
UAT complete
Launch
Marqeta
- Confirm settlement of Live Non-Test Transactions
- Facilitate Handoff to Marqeta Customer Success, Production Support, and Post-Launch Teams
Customer
- Complete Live Non-Test Transaction
- Determine Post-Launch priorities and points-of-contact
Deliverables
- Settled Live Non-Test Transaction
- Handoff to Marqeta Customer Success, Production Support, and Post-Launch Teams Complete