1. UNCW’s TealPay Payment Plans Kim Z. Lundy UNC Wilmington

2. Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. 2

3. TouchNet Bill Pay Suite 3 modules of TouchNet Bill Pay Suite - 1 st module E-Billing - 2 nd module E-Refunds - 3 rd module Tuition Payment Plans Plans are built to suit your university needs Online and Offline plans are available (student has to be administratively enrolled in an offline plan) UNCW currently has a fall and spring 5, 4, 3 plans available; a fall and spring estimated budget 4 plan (offline) and a fall and spring administrative 2 pay plan (after drop/add) administrative enrollment on this plan as well. UNCW only has one plan for both summer I and summer II sessions. 3

4. UNCW TealPay Payment Plans Payment plans are based on the student account balance Estimated Budget Payment Plans are for financial aid recipients where outside resources have not yet been memo or authorized (RPAARSC) Payment plans can be set up to schedule monthly payments (this is an option) Payments can be paid through electronic check, MasterCard through Paypath (with a 2.75% convenience fee), ATM Debit (limited) If a student wants to sign up on a plan with cash, Travelex, or personal check than an administrator has to enroll the student 4

5. UNCW TealPay Payment Plans Plans are recalculated nightly to accommodate for any additional charges or credits, (emails sent if the installment increases) Very important that the Banner application of payments (TGRAPPL) runs before TouchNet recalculation All charges billed to the student account will be included in payment plan (as long as the detail codes are set up in the plan) Important that students complete financial aid requirements so that when signing up for the plan, it will calculate correctly Enrollment fee is automatically billed to the student account in Banner, university determines amount, UNCW charges $25.00 for all plans TP Hold process is run to place HOLDS on the TGACPRF screen so students will not be dropped for non-payment 5

6. Benefits Interest Free Convenience of paying tuition monthly rather than a lump sum Flexible payment plans No overages/shortages at the end of the term Convenient setup through E-Bill/TouchNet Payments post immediately- no time delay UNCW realizes the revenue from the enrollment fee, late fee and interest gained on money received Students and Authorized Users may set up the plan Plan recalculates nightly as charges/credits are posted to the student Banner account Ability to tailor plans for special circumstances (i.e., prepay accounts, financial aid) Email notifications are sent to students/authorized users of payment increases 6

7. UNCW TealPay Payment Plans There are 5 steps in building a plan 7

8. General Settings Step One 8

9. Enrollment Tab Step Two 9

10. Worksheet Items Step Three 10

11. Worksheet Items continued 11

12. Worksheet Items continued 12

13. Worksheet Items continued 13

14. Worksheet Items continued 14

15. Worksheet Items continued 15

16. Installments Step Four 16

17. Installments continued 17

18. Late Fees Step Five 18

19. Plan Migration Step Six In this step, you configure how administrators move students from one plan to another. Plan migration controls which plans an administrator can move enrolled users into, and payment plan rollover controls which plan, if any, that a user will automatically move to from the current plan. UNCW does not currently use the plan migration or plan rollover options 19

20. Student Enrollment Process TSAAREV screen shot before enrollment 20

21. E-Bill 21

22. Enrolling in a TealPay Plan 22

23. Enrolling in a TealPay Plan 23

24. Enrolling in a TealPay Plan 24

25. Enrolling in a TealPay Plan 25

26. Enrolling in a TealPay Plan 26

27. Enrolling in a TealPay Plan 27

28. Enrolling in a TealPay Plan 28

29. Enrolling in a TealPay Plan 29

30. Enrolling in a TealPay Plan 30

31. Enrolling in a TealPay Plan continued 31

32. Enrolling in a TealPay Plan 32

33. Enrolling in a TealPay Plan 33

34. How TealPay Enrollment looks on TSAAREV 34

35. ECAT Coded TP TGACPRF screen (HOLDS classes during the drops) 35

36. ECAT TP Codes UNCW has two Banner processes that we run depending on the time of the year -TWPTPLD places the TP codes on the accounts (daily) -TWPCPRF removes the TP codes on the accounts 36

37. UNCW TealPay Payment Plan Marketing Student Accounts monthly e-newsletter Email to students and authorized users Flyers Orientation/Fairs Website Student Teal Ticket – online checklist 37

38. UNCW Tealpay Payment Plans UNCW went live offering “in house” payment plans Fall 2011 This summer 2013 will be two full years of participation Next slide is a breakdown of the revenue generated for Student Support Services UNCW charges a $25.00 enrollment fee and a $5.00 late fee (there is a 5 day grace period) 38

39. UNCW TealPay Payment Plan Revenue TouchNet Information as of 11-19-2012TouchNet Information as of 2-5-2013TouchNet Information as of Fall 2012 Spring 2013Summer 2013 Plan NameNumber EnrolledFY 11/12Plan Name Number EnrolledFY 11/12Plan Name Number EnrolledFY 11/12 TealPay 5 Fall 2012528837TealPay 5 Spring 201312281566TealPay 2 Summer 2013 532 TealPay 4 Fall 201211931044TealPay 4 Spring 2013488257TealPay Estimated Summer 2013 7 TealPay 3 Fall 2012324 TealPay 3 Spring 2013253 Administrative TealPay 2 Sum 2013 7 TealPay 4 Estimated Budget Fall 20122315TealPay 4 Estimated Budget Spring 20131110 TealPay 3 Estimated Budget Fall 20125 TealPay 3 Estimated Budget Spring 201323 Administrative TealPay 2 Fall 2012915Administrative TealPay 2 Spring 201311 TealPay 2 Fall 2011 45TealPay 2 Spring 2012 7 Total Enrolled for Fall 201220821956Total Enrolled for Spring 201319931843Total Enrolled for Summer 2013 546 Removed from Plan28823Removed from Plan13619Removed from Plan 47 4210 TealPay Enrollment Fee Fall 2012 $59,250.00$49,475.004210 TealPay Enrollment Fee Spring 2013$53,225.00$46,550.00 4210 TealPay Enrollment Fee Summer 2013 $0.00$14,825.00 4211 TealPay Late Fee 2012$3,040.00$2,635.004211 TealPay Late Fee Spring 2013$610.00$3,770.004211 TealPay Late Fee Summer 2013 $1,085.00 Total Revenue$62,290.00$52,110.00Total Revenue$53,835.00$50,320.00Total Revenue$0.00$15,910.00 Total FY 12/13 Revenue$116,125.00 Total FY 11/12 Revenue$118,340.00 39

40. Questions and Answers 40