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ePG Project. The Team. Project Sponsors: Shelagh Hohm, Director of Administrative Information Systems Ron Ritter, Assoc Director and Treasurer, Financial Services Team Lead: Richard Allin, Cash Manager & ePG Project Manager, Financial Services
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The Team • Project Sponsors: • Shelagh Hohm, Director of Administrative Information Systems • Ron Ritter, Assoc Director and Treasurer, Financial Services • Team Lead: • Richard Allin, Cash Manager & ePG Project Manager, Financial Services • Stuart McFarlane, I.T. Manager, Financial Services • Development Company: • Bits in Glass (David Hauser, principal) • Hosting Company • IBM
What is ePG? • ePG stands for electronic Payment Gateway. • This Financial Services system has been developed from software that has handled on-line tuition fee payments since January 2002. • ePG provides UofA departments with the capability to process secure, on-line, credit card transactions. • The system currently accepts VISA, MasterCard, and American Express cards. • Payment types include one-time payments, recurring payments, and on-line refunds. • ePG also supports e-mail receipting, nightly general ledger interfacing, and real-time reporting.
Why ePG and on-line commerce? • Lower operating costs • Improved efficiencies • Increased sales • Greater convenience and customer satisfaction • Support ‘Dare to Discover
Reasons For Centralizing eCommerce • Security – NO credit card numbers stored on campus. • Audit requirements - We can ensure that everyone meets the credit card audit requirements. • Reduced audit costs – Yearly external audits, with quarterly compliance testing, now costs over $2500 per year. • Economies of Scale – by building it once centrally each area doesn’t have to reinvent the wheel. • Automation - automatically move funds to the correct speed code and account on a daily basis. • Common reports – makes for easier reconciliation.
Ancient History • Tuition came on-line January 2002. (VISA & MC only) • Financial Services received approval in the summer of 2004 to its proposal for an electronic payment gateway (ePG). • ‘Road shows’ were done across campus in early 2005 by Ron Ritter, Shelagh Hohm, and Stuart McFarlane. • American Express added spring 2005.
Tuition developments • Tuition payments originally posted the next morning to OASIS (and saved to CD), are now being interfaced every 10 minutes. • Students can now access account details for terms in the current fiscal year. • Tuition refund process simplified, a properly formatted file is now ‘dropped’ to ePG. • Tuition continues to be the largest user of ePG. For January 2006, Tuition had over 13,000 transactions totaling over $20 million. (over $40 million in Sept 05) • Usage has increased from ~$1 million in January 2002 to approximately 50% of all tuition payments in 05-06.
Recent History • Residence Services went live on ePG in April 2005. • Richard Allin, Financial Services, joins as project manager in May 2005. • Development continued over the summer to add recurring payment capabilities. (e.g. monthly rent) • IBM servers for both PeopleSoft applications and ePG moved to Markham, ON, in July 2005. • Recurring payments began October 1st, 2005. Residence Services now process a total of between 1,500 and 2,000 transactions per month. • Faculty of Extension began testing November 2005. • Faculty of Extension went live April 2006.
The future • ePG is open for business. • Departments currently working on ePG projects include OneCard, CAPS, Devonian Botanical Gardens, Human Resourses, and Cameron Library. • Lower fees – as volumes increase. • Conferences – short term or low volume processing. Eliminates a whole set of web programming and integration testing. Just rolling out to UAT, will be tested over the summer. • Additional security measures – will fraud be an issue? Verified by Visa?, address verification? CVV2? • Additional capabilities – what will departments ask for?
Pricing For 06-07, costs will include the following: • Standard discount rates. (based on sales, < 2%) • Moneris transaction fee of $0.08/transaction. • ePG transaction fee of $0.72/transaction. • Conference services (Online store) setup cost $300 • Additional cost for any new development required by a department • Financial Services is currently reviewing the $0.72/transaction ePG transaction fee for departments with low average transaction sizes. • Financial Services is currently looking for feedback on the conference services (on-line store) set-up fee.
Questions? • Richard Allin492-3000 x2271richard.allin@ualberta.ca • Stuart McFarlane492-3000 x2233stuart.mcfarlane@ualberta.ca • ePG website http://www.epayinfo.ualberta.caepayinfo@ualberta.ca