www sungardhe com Texas Connection Consortium Overview Scott

www. sungardhe. com Texas Connection Consortium Overview Scott Arnett Director Texas Connection Support Center February 14, 2008

Agenda § History of the Texas Consortium § Texas Specific Services § Quick Facts About the Texas Connection Consortium § The Texas Connection Organization § How Texas Enhancements Get Prioritized and Developed § Current Texas Enhancements for Banner § TCC Enhancements for 2008 § The Texas Connection Network § Value of the Texas Connection www. sungardhe. com 2

History of the Texas Consortium § Texas Connection Consortium (TCC) § Partnership between Texas HE Institutions, State of Texas and Sun. Gard Higher Education § Master Agreement since 1995, Renewed in 2002 § 40 Colleges and Universities § Texas Specific Solutions Delivered and Supported Annually § Texas Connection Consortium Support Center § TCC Technology Center Director § Ten Full time Banner Solution Coordinators § 100% Focused on Support of TCC Members www. sungardhe. com 3

Texas Specific Services Overview § TCC Support Center Services § § § Process Architecture User Group Management Solutions Analysis & Design Solutions Development Solutions Testing Action Line Support Documentation Solutions Training Strategic Planning Project Management Information Management www. sungardhe. com 4

Texas Connection Quick Facts 40 Member Institutions 5 Users Groups 62 Supported TX Enhancements 18 Years Higher Ed. Experience 9 Executive Board Members 400, 000 Students Served 11 SGHE Person Texas Support Team 2 FTE’s Saved per Institution www. sungardhe. com 5

Texas Connection Team www. sungardhe. com 6

Texas Connection Team www. sungardhe. com 7

TX Enhancement Process Texas Request for Enhancement Process Institution Staff Member Representative of the Institution Banner User Group (Fin/Stud/HR/Fin. Aid) User Liaison TCC Governing Board TCC Support Center User Liaison Sub-Committee www. sungardhe. com 8

Texas Enhancements Texas User Base Texas Legislature Approve Texas Requirements Define Higher Education Coordinating Board TCC Board Prioritize TCC User Groups Finance (University Only) USAS A/P Payment Processing Warrant Number Update Purchasing Feed to USAS Fiscal Year Enhancement To Auto PO Number Generator Crosswalk from Object Code to Program Cost Account TPIS Vendor Interface Interest and Payment Scheduling Direct Deposit Processing in USAS Payee Hold Processing Multiple PCA’s Per Account Texas HUB Vendor Upload to Banner Student/Financial Aid HR and Payroll CBM 001 Student Data TSI Tracking & Transcript Processing Expanded Direct Deposit CBM 002 Texas Success Initiative (TSI) SB 1231 6 Drop Tracking (Q 1 2008) Texas Benefit Replacement Pay Processing CBM 003 Course Inventory (Univ. ) Student Paid/Funded Report (Q 1 2008) Increase in Seniority Levels CBM 004 Class Data Texas Specific EDI Transcript Data Texas New Hire Reporting CBM 005 Building and Room Data Texas Grant 1/II Texas Workforce Commission Reporting CBM 006 End of Semester Class Data Financial Aid Database Report State Auditors Report CBM 008 Faculty Data CBM 009 Graduation Data CBM 00 A CE Course Report (CC) CBM 00 B Admissions Data CBM 00 C CE Class Report (CC) CBM 00 N Student Number Report CBM 00 E Doctoral Exception ( Univ. ) CBM 00 M- Marketable Skills (Q 4 2008) Tuition Rebate Report (Univ. ) HR and Payroll HRIS Personnel & Payroll (Univ. ) TRS Interface TINS Interface USAS Interface/Reimbursement (Univ. ) Vacation and Sick Leave Processing Deduction and Benefit Processing Non-exempt Overtime Calculations Automated Longevity Processing Tex Flex Reporting Texas Protects Life Insurance Student FICA Prior Hazardous Duty Service ORB Contribution Report Texas Retirement And Query System Interface ERS Insurance and Enrollment Uploads Unused Vacation Accruals Temporary SSN Indicator www. sungardhe. com Texas Prompt Payment Tracking Texas Common Application Texas Finance Data Migration Toolkit “ 3 Peat “Tracking & Charging Automated Hazard Duty Processing Texas HR Data Migration Toolkit Student Tracking 30/45 hour. Automated Incentive Pay Processing Comp Time Aging 9

Texas Enhancements Pending Texas User Base Texas Legislature Approve Texas Requirements Define Higher Education Coordinating Board TCC Board Prioritize TCC User Groups TCC Baseline Patches 5047 Maintenance of CBM report data 5074 Tuition Rebate Report 5098 SB 1231 6 Drop Limit (Phase 1) 5098 SB 1231 6 Drop Limit (Phase 2) - dependent upon approval TCC 5093 5098 Baseline Patches Tuition Grouping (state reg) HB 1231 6 Drop Limit (Phase 3) - dependent upon approval 5086 Error Checking / Concurrent Curriculum (Phase 1) 4030 Crosswalk changes (USAS, HRIS, TRS, ORP, Auditors Report, Tx 457) TBD Apply Texas Modularization Changes 4030 Crosswalk changes (USAS, HRIS, TRS, ORP, Auditors Report, Tx 457) Phase II 5111 Maximum SCH lowered to 120 TCC Banner HR 8. 0 Upgrade TCC Baseline Patch Releases (April, May, June) 4031 ERS Enhancement/Sick Bank Enhancement TCC 8. 0 Upgrade TCC Banner 8. X Upgrade 2066 USAS Enhancement JVs 2065 TINS Enhancement 5096 3 -peat refunding process (assume sfarsts refunding) 6006 Annual TEXAS Grant/TEOG Update 6007 Annual FAD Update Beta 6006 Annual TEXAS Grant/TEOG Update (as due mid-June) TCC Baseline Patches 5103 SOASUPL conversion to SZASSTD (Admit State & Nation) 5083 Exceeded Funding Process TCC UDC Test Center Roll-out 5085 Inter-Institutional Provider TCC MKS Implementation (Configuration Mgmt) (Phase 2) 5086 Error Checking / Concurrent Curriculum (Phase 2) TCC Banner Student 8. 1 Upgrade 5087 Update SZASXRF if missing record TCC Baseline Patches 5100 CBM 005 Bldg and Room Crosswalks (Due 11/1) www. sungardhe. com 10

TCC Working Contacts § § § The Texas Coordinating Board TACRAO Apply Texas Committee Teacher’s Retirement System of Texas Comptroller’s Office Sun. Gard Higher Education Technology Association (SETA) § 40 Colleges and Universities in Texas www. sungardhe. com 11

Value of Texas Connection § State Negotiated Discounts § Controlled Maintenance Costs § Development, Delivery, Support, Documentation, Training and Continuously Improved Texas Enhancements under State Contract § Collaboration & Sharing with 40 TX Institutions www. sungardhe. com 12

QUESTIONS? www. sungardhe. com 13