1. NUCORE-CARDCONNECT CREDIT CARD INTEGRATION Key Points and Enrollment Procedures

2. Key Points  Cost to Core Facilities: $19.99 per Merchant ID (MID) per month (some cores may be able to share a MID)  Cost to External Users: Additional 3.5% added to cost of service (NU receives the full service fee amount)  We will accept Visa, MasterCard, and Discover credit cards only (no American Express cards, unfortunately)  After activation, invoice your users exactly as you do right now; an additional payment link has been added to both the invoice and the email; reconcile as usual too  Do not take any credit card information from your users!  Treasury Services will pre-populate resulting CRT’s on your behalf (you simply need to review and “commit”)

3. Enrollment Procedure  Complete the Treasury Services “Merchant Card Processing Request Form” (ask Aaron for a pre-populated version of the form)  Everyone involved in billing/invoicing/processing payments must complete the PCI-DSS training located here: http://www.northwestern.edu/hr/workplace- learning/regulatory-compliance.html http://www.northwestern.edu/hr/workplace- learning/regulatory-compliance.html  Core Facility team must also be trained on the CardConnect Dashboard which summarizes all MID payment activity  Behind the scenes, the NUcore Team will complete the SAQ, work with Treasury Services and CardConnect to issue MID, activate security for Dashboard users, and activate MID for the applicable cores in NUcore