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Consolidated Billing Project UCSB / UCLA Financial Systems Conversion Project Web Management, Hosting and Consulting Se PowerPoint Presentation
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CITI. February 8, 2011. Consolidated Billing Project UCSB / UCLA Financial Systems Conversion Project Web Management, Hosting and Consulting Service. Consolidated Billing. BruinBill Provide a consolidated student bill for tuition, fees, housing and transportation charges

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Presentation Transcript
slide1

CITI

February 8, 2011

  • Consolidated Billing Project
  • UCSB / UCLA Financial Systems Conversion Project
  • Web Management, Hosting and Consulting Service
slide2

Consolidated Billing

  • BruinBill
    • Provide a consolidated student bill for tuition, fees, housing and transportation charges
  • Accommodate all business and payment rules for student billing, housing plans and transportation services
  • Display account balances, detail charges and two years of history bill detail
  • Provide option for deferred tuition payment plans (BruinPay)
  • Provide on-line payment processing by credit card, debit card or ACH payment
  • Provide recurring payment option to reduce processing costs
  • Provide sign up for direct deposit of refunds
  • Enable third party access and payment
  • BruinCash Received (BCR)
    • Enhance central cashiering and departmental processes for cash receipts, credit card payment processing, reconciliation and departmental deposit
    • Provide integration to UCLA financial systems – General Ledger, Post Audit Notification (PAN) and Campus Data Warehouse (CDW)
    • Provide 23 hours payment processing and 365 days bank deposit
    • BruinMarketPlace (BMP)
    • Provide e-store setup and branding
    • Provide on-line shopping cart capabilities, conference and event registration and other e-commerce functionality
    • Provide direct connection to the online payment processing gateway (replacement for Cyberpay currently used by 250+ campus merchants)
slide3

Consolidated Billing

  • CB Architecture
    • Provides real-time integration of Student Billing and Receivables (BAR), Housing and Transportation data
    • Provides web services to CashNet for display of student e-bill and payment processing
    • Provides web services to BAR, Housing and Transportation to accept new charges and return payment details
    • High reliability, availability and performance design
    • PCI Security Standards
    • Campus standards for payment processing protections, controls, training and assessment
    • Improves compliance and reduces risk associated with credit card payment processing; BCR and BMP eliminate departmental SAQ requirements
    • Campus security monitoring and periodic vulnerability testing
slide4

Consolidated Billing

  • Phase 3 – February 2011
  • Implementation of student e-bill (BruinBill) for tuition, fees and transportation charges
  • Middleware to integrate UCLA student Billing and Receivables (BAR) and Transportation with CashNet payment processing
  • Enhanced point of sale (POS) for main cashier office
  • Conversion of additional BruinCash Received and eMarket sites
  • Phase 1 – August 2010
  • Enrollment and payments for quarter student deferred payment plan (BruinPay Plan)
  • CashNet and UCLA system interfaces for Shibboleth sign-on, GL validation and posting, Campus Data Warehouse and PAN notifications
  • eMarket site for BruinCard
  • Phase 2 – November 2010
  • Enrollment and payments for semester student deferred payment plan (BruinPay Plan)
  • CashNet payment processing / departmental deposit for Asia Institute, Center for African Studies, Center for World Languages, Ethnomusicology, External Affairs, Housing, Library, Parking, Pathology, Physics & Astronomy, School of Arts & Architecture, Summer Sessions Go Global, University-wide Office of Education Abroad Program (UOEAP)
  • Phase 4 – Spring 2011
  • Addition of Housing charges and payment processing to BruinBill
  • Addition of student financial aid details to BruinBill
  • 365 days departmental deposit processing
  • Conversion of remaining BruinCash Received (BCR) and eMarket online payment processing sites (approx. 250 total)
slide9

UCSB -> UCLA Financial Systems Conversion

  • In Scope
  • General Accounting and General Ledger
  • Purchasing and Accounts Payable
  • Asset and Equipment Management
  • Identity and Access Management
  • Potentially In Scope
  • Budget Management / Staffing
  • Personnel / Payroll System (PPS)
  • Student Billing and Receivables
  • Campus Data Warehouse
  • Travel Management
  • Out of Scope
  • Capital Projects
  • Facilities Management
  • Preliminary planning meetings were held in October
  • A line of credit for the project has been established by UC Office of the President
  • Currently working on assessment phase to be completed by March 2011
    • Impact analysis
    • Finalize project scope
    • Project plan, timeline and resource requirements
    • Cost estimates
  • Implementation target is July 1, 2012
slide10

UCSB -> UCLA Financial Systems Conversion

  • Assumptions / Agreements
  • UCSB will follow UCLA business processes and utilize UCLA systems as-is (no or very limited modifications specifically for UCSB)
  • Cost of system conversion and integration will be paid by UCSB
  • Cost of on-going operations will be neutral (UCLA will neither make or lose money)
  • Initial Concerns
  • UCSB has not (yet) elected to utilize UCLA services and the business process changes in some areas may be significant
  • UCSB has concerns about the level of data transparency afforded by the UCLA financial reporting systems
  • UCSB not likely to use UCLA’s version of PPS (particularly with the system-wide initiative moving forward)
  • UCSB would like to use UCLA’s student billing and receivables (BAR) system but the required integration with UCSB student systems is a concern