Implementation Tasks

Task 1: Create an Internal Project Plan.

1. Contact the appropriate internal business areas and form a project task force.

2. Request any needed supporting Visa technical documentation from your implementation manager.

3. Distribute and review technical documentation as necessary.

4. Review any internal participation considerations.

5. Develop a project plan that includes tasks for all departments as needed.

6. Share the internal project plan with your implementation manager.

Task 2: Fulfill Internal System Requirements.

1. Ensure that a BASE II connection is established.

2. Establish a Direct Exchange OFD or Extended Access (EA) server connection to support the TC 33.A Acquirer Capture Files, Flexible Authorization Reporting, SMS & Raw Data Reports, and BASE II transactions.

3. Establish support for the Mainframe Edit Package, Release 4.0, or the PC Edit Package.

4. Set up Visa Resolve Online. For more information, see Visa Resolve Online.

Task 3: Establish Merchant Relationships.

Task 4: Request and Complete Forms.

1. Request a new BIN request form.

2. Request the acquirer program enrollment form.

3. Request the Flexible Authorization Reporting subscription form.

4. Request the merchant enrollment information form.

5. Optional: Request the PIN Debit Gateway participation form.

Task 5: Complete Internal Systems Updates.

1. Update internal systems as needed for the DEX OFD or Extended Access (EA) server file types.

2. Update internal systems as needed to receive and process the TC 33.A Capture (TC33-CAP) file.

3. Update internal systems as needed to receive and process the (TC33 Authorization) file.

4. Update internal systems as needed to process the SMS & Raw Data Report.

5. Review and update all internal procedures according to your project plan.

6. Ensure that all coding changes for your internal systems have been completed according to your project plan.

7. Ensure that all coding changes for your internal systems have been internally tested and approved according to your project plan.

1. Establish a merchant test account for simulated end-to-end testing.

2. Verify the VISA VCMS test environment is set up as requested on the acquirer questionnaire.

3. Complete all testing requirements for the TC33-CAP file (required), TC33-ACK file (optional), SMS & Raw Data Reports.

4. Complete all testing requirements for BASE II Draft Data TC 05 and TC 06 transactions.

5. Verify settlement and reconciliation reports for transaction counts and amounts and net settlement amounts.

Task 7: Establish a Go-Live Date.

1. Establish a go-live date.

Task 8: Manage Merchant Boarding.

1. Enroll participating merchants.

2. Assist merchants in setting up participation.

3. Complete and submit the merchant enrollment form.

4. Ensure all participating merchants are in compliance with the Payment Card Industry Data Security Standards (PCI-DSS).

5. Ensure all participating merchants are in compliance with the Payment Application Data Security Standard (PA-DSS).

6. Ensure all participating merchants are in compliance with Visa Operating Regulations.

1. Verify that Visa will plan and perform quiet production to monitor and verify that production activity after the first merchant has been on-boarded.