NACCU 5th Annual Conference

Session Descriptions

How to successfully plan for a one card solution on your campus.

• Who are the stakeholders
• Realistic time-lines
• Research technology
• Needs Assessment
• Developing a vision and mission Statement
• Develop a business plan
• Set task force committees
• Write and award RFP's
• Implement
• Market plan

A step by step guideline for RFP creation and critiquing the response including the "must-haves", and do's and don't's. Covering timetables, RFIs, handling questions, format, review panels, technology awareness and techniques for protection and win-win solutions. A practical exercise that will provide education as well as guidelines for future reference. RFPs are critical to the success of card programs - this is the beginning of contractual relations and negotiations. If the 1st step is wrong, success is more difficult to achieve.

Presentation will include sample RFP handouts.

The decision to initiate a one-card program and the selection of a vendor to provide equipment is only the beginning to a successful program. The details regarding how to organize and manage an office to run the program must be tackled. In the rush to design, decide and sign contracts for equipment, critical tasks related to operation can be overlooked until the last minute. This presentation is intended to raise the consciousness of those about to launch card programs regarding basic operating issues.

UVM launched a comprehensive one-card program in the Fall of 1995. By the end of the second year of operation, the program had 15 applications with 200 readers in place, 5,200 account holders and over $1.5 million in deposits. Discussion on the following: facility design, office staffing, re-carding, university office and third party user agreements and budgeting in a break-even environment.

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Whether you're installing a new campus wide card program or adding new card features like banking or calling cards, you will most likely need to re-card your campus. Re-carding a campus takes planning and management in order to be successful. This presentation will take you through the preparation and production steps necessary to re-card your campus. Topics will include: pre-event requirements, re-carding site decisions, equipment, staffing, marketing, re-carding schedules and crisis management.

This presentation will discuss the many ways to fully utilize your campus ID card system both on and off campus. Time will be spent explaining the way that Troy State University uses their system, while also discussing in detail such areas as: Setting up an off-campus program, and the benefits of using a kiosk, activities - the non-cash use for an ID card system. Discussion will also include the benefits of maintaining accurate usage records of the ID card so that an effective marketing plan can be created for both the card and the institution.

This workshop will provide "A World of Possibilities" to not only veteran card professionals, but also be a valuable training experience for a beginner.

This presentation will discuss the development of a One Card solution using an international standards based x.500 directory as the foundation for issuance and support of the card and related services. The card becomes a key to a virtual portfolio of services and entitlements. This presentation describes how card technology can be integrated ands supported with information technology. These two areas have traditionally been separated and now there is a need for the two to be integrated in support of secure electronic commerce and communication.

Investigate the world of smart card and mag stripe applications being used at Villanova, University of Toronto, Guilford, University of Kansas, Ohio Dominican College, Skidmore College, University of Arizona, and Florida State University. Discover how cost effective smart card solutions can improve life on your campus.

Where did Reg E. come from? Who needs to know it? Where can you find it? Is it a law? What is the primary objective of Reg E? How does it protect consumers?

Discussion on the different marketing techniques that have been used at Radford University and James Madison University. We will demonstrate some of the ideas used during freshman orientation, fall and spring opening, and throughout the semester. Institutions are on limited resources - discussion on the best way to use your buck from expensive brochures to cheap giveaways.

Radford University won a national award for the design and content of the debit card brochure which was designed by a student at no expense to the department for the design. Creativity and planning are the key to marketing. Demonstration on the best means to approach this task.

There are many reasons why a methodical phased approach to implementing a campus card system is important to the program's overall success. From training to physical installation, to "getting buy-in" from various campus departments, to the marketing plan. All these areas need to be addressed and a plan put in place to insure a successful implementation. Will present a few locations who have documented the chronology of their system implementations and explain why their plans worked or didn't work. Illustrations of how a phased approach made these locations some of the most successful campus card programs in the nation.

A card system is really a computer network serving the campus in a manner no unlike other administrative systems. The historical impetus for card systems has generally been from auxiliary enterprises. The capabilities of systems can extend well beyond the scope of auxiliary activities and serve many elements of the campus. Many campuses are being challenged to develop a technology strategy to plan desktop computing resources as well as mainframe resources. The premise to be explored is the imperative to expand the scope of the technology strategy to include the card system into the plan.

Demonstration and discussion of he color ID video imaging system in use at WKU. This will provide information to members about the video imaging system, as well as providing information regarding financial endeavors using the video imaging system.

As smart cards slowly become part of the mainstream technology mix in higher education, this presentation will explore some of the components of a smart card solution, some of the enhanced capabilities a smart card platform offers, the important role of financial institutions, and some of the lessons learned from implementing 11 smart card campus ID programs to date. If major changes in your campus ID program are imminent, you shouldn't miss this opportunity to learn where the technology is today and where it will be tomorrow.

This session will discuss the possibilities for co-promotional opportunities with other agencies and departments on the campus. Pooling resources for mutual benefit is not only a wise use of resources, but creates collegial relationships around campus. Offices such as Student Activities, Alumni, Athletics, Recreation, Food Service, Student Government, Testing, etc., can work together with the ID Card Office for mutual benefit. The session will present ideas and provide a forum for sharing and discussion of related information among the participants. The session will be targeted at existing systems wishing to continue to grow and expand as well as strengthen their campus support and relationships. Information from a variety of campuses using multiple software/hardware vendors will be shared.

Dr. Thermos and a panel of engineers and college administrators will present the most recent and most advanced "OFF-LINE" and "ON-LINE" security technologies and their functionality. The presentation and the material distributed will include functionality profiles, engineering diagrams, examples of installations and budgets. A QUA session will further assist the colleagues in their quest for the selection of the best systems for their campuses. In the "ON-LINE" world, the shifts within the PC/NT environment, the pending elimination of DEC and VAX/VMS and ALPHA systems, the upcoming assaults on the IBM AS400 server environments and the seize of the UNIX operational systems, will generate a most informative and spirited discussion. In "OFF-LINE" world, former stand-alone "hotel" type systems provide stunning and cost effective solutions, much too elegant and cost effective to ignore. The panel will review some of the most successful examples of these technologies.

This presentation will demonstrate the variety of uses "access control" cards can have. This capability not only provides access to buildings on campus, but also events such as homecoming, football games and concerts. The use of access control can be applied to on campus voting and certain facilities such as the gym and the computer center.

The University of Colorado implemented a new campus one card system for Fall 1997. The three-year road to implementation was both thrilling and frightening, with highs, lows and lots of pot-holes. In one fell swoop, we implemented a digitized ID Card with mag stripe and bar code, interfaced with existing campus systems like housing and library, introduced new campus systems for access and on-line cash debit, as well as off-campus banking and long distance service. Learn about our lessons in card systems without the pain of living through them.

This program will provide an analysis of Xavier University’s Banking applications integrated with Star Bank Corporation including assessment, implementation and program evaluation. Materials will include the understanding of your customer base, program implementation (thinking beyond the debit card, ATMs and transaction processing, PC and Internet banking), systems integration and effective communications with marketing support.

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No Description Available.

Using Wake Forest as a case study, the presenter will describe how the WFU card program has evolved from a copier card, to ID card, to a multifunction ONECARD with full campus implementation. Improvements in vending revenue, expansion of services, and marketing strategies will be highlighted. However, WFU faces the issues of advancing technology, food service providers, security system interface and the desire to use the Deacon ONECARD off campus. Many campuses face the issue of advancing technology.

Costs of a new system, investment in and mileage remaining on the current system are key considerations. Collectively, we must confront and solve today's issues with current technology - yet as we move forward, we must be prepared to embrace change, provide a vision and lead our campuses into the next century.

Discussion of campus card banking issues along with other financial institution representatives. The pro's and con's of campus card accounts residing on campus as well as campus card accounts residing at a financial institution. To give a financial overview on how banks can work with the campus card systems to enhance efficiency and to provide additional flexibility to campus card holder accounts.

Why haven't smart cards caught on? Why will they and when? How do you decide when smart cards are right for your campus? What are some of the successes on campus? What are some of the issues and important considerations you will face in implementation of a smart card system? What are the industry developments to watch?

Topics to be covered:

• Vending equipment stndards and compatibility with current card readers
• Technology investment
• Payback and other financial considerations for the vending service provider
• Maximizing your relationship with a vending service provider

With strong encouragement from its President, Clayton College and State University is providing leadership to the University System of Georgia through the Information Technology Project (ITP).

A core component of ITP is the implementation of a Universal Campus Card that serves as the means for the cost-effective delivery of both traditional and enhanced services to the campus community. These enhanced services include banking and Calling Card programs, on-line access to Library systems, secured payment for e-commerce transactions, and electronic disbursement of financial aid.

As one of two institutions implenting ITP, Clayton College and State University's ID card program is a working model for how colleges and universities can expand and enhance their existing magnetic stripe card programs to support new applications and value-added services for their campus cardholders. Robert E. Holmes, Director of Auxiliary Services, and Norman E. Grizzell, Campus Card Administrator, will share how their LINX Card program will be taking their campus into the 21st century.

Has your campus decided that it wants to implement a smard card program? You will hear true University of Pennsylvania implementation stories from someone who, until 10 months ago, had never heard of "smart cards." Find out how the we gave our community over 900 places to use stored value. This is a look at the program's operational components: a retrospective of what Penn needed to consider and what it takes to install Card Value Centers, laundry, copier, vending, printing, and point of sale readers. Review important questions that we wish we had asked and those you will need to answer as you bring up your own program.

Often the evolution of ID systems on college campuses is a response to particular opportunities rather than a holistically planned and coordinated effort. After a little over a year of ID technology at Stanford University, we realized that we had to begin treating ID Technology as part of our institution's infrastructure. What did that realization mean to us? How are we responding? What are the implications for the future? One of the many exciting applications currently "going live" at Stanford is the use of ID technology interfacing with our system without the use of the physical card itself. Stanford is beginning to use the ID in "cardless" applications that we feel will be the future of ID systems on campus.

The presentation will describe options in business relationships (exclusive, multi-institution, service bureau) and cardholder services (value transfer, network ATM and POS, proprietary ATM and POS, stored value). For each option we'll review legal and regulatory obligations, fees and revenues, operational requirements (including stripes and encoding, connections to campus systems), strengths and weaknesses and marketing issues. We will provide a glossary of terms using in banking that may have subtle or substantial differences in meaning from the same terms used in a campus environment.

The smart card industry continues to evolve at a rapid pace. During the past year there have been impressive advances in technology and applications, as well as significant progress on interoperability issues. But there have also been new concerns raised about security and a confusing proliferation of new operating systems and standards proposals. This session will bring you up to date on what has happened in the smart card world and how it may affect your plans for using the technology on your campus.