01
Request evidence for the actual proposal
Describe the intended purchase and recipient journey, then ask for written answers that apply to that program. Do not assume that a provider’s general product portfolio confirms the proposed arrangement.
| Area | Question to resolve | Evidence to request |
|---|---|---|
| Roles | Who is responsible for the card and each service? | Program-specific responsibility description |
| Customer terms | What will recipients receive and be told? | Applicable product and cardholder materials |
| Operations | How do order outcomes connect to the benefit? | Supported process and service responsibilities |
| Support | Who handles access, use, and unresolved cases? | Contact and escalation arrangements |
| Information protection | Who handles which information and obligations? | Relevant security and privacy documentation |
| Commercial terms | What costs and commitments apply? | Complete proposal and contract terms |