2011/11/30 Council Agenda Packet

• • ATTACHMENT 7 MEMORANDUM OF AGREEMENT The U-PASS Agreement sets forth six specific issues that must be resolved prior to the University of Washington transitioning the U-PASS to the ORCA platform. These issues are identified in Section 11.12 of the U-PASS Agreement. In accordance with Section 11.12, the undersigned have executed this Memorandum of Agreement to document the agreed-upon solutions to five of the six issues, and the conditions associated with each. Section 11.12 (a), Implementation of RFI-448, E-Purse Block. This system change was implemented in Maintenance Release 9 (MR 9). The ORCA Cards issued under the U-PASS agreement for University or Cascadia Community College use, will have the e-purse functionality blocked at time of issuance. The e-purse block is not reversible at the present time. The Parties agree to explore solutions to the policy barriers preventing implementation of e-purse at the University and the College. If the Parties come to an agreement to implement e- purse, functionality to reverse the blocked e-purses shall be investigated. The University has no expectation that the e-purse block functionality would be available to the College if the College separates from the U-PASS Agreement and enters an ORCA Business Account Agreement. The University agrees to communicate this understanding with the College. Section 11.12 (b), Implementation of RFI-523,XML File Upload. This system change is being implemented in two phases. Phase 1, XML file upload validation and error notification,was implemented in accordance with RFI 523.1 in Maintenance Release 14(MR 14). Phase 2, reporting of expiring actionlist items associated with card group movement is defined in RFI 523.3, and will be implemented in Maintenance Release 15 (MR 15). Section 11.12 (c),Renewing Expired Actionlist Items and Card Management Process. Renewal of actionlist items to move cards between groups was implemented in Maintenance Release 11 (MR 11). Final resolution on the proposed card management process is being defined in RFI 623 and RFI 523. Section 11.12 (d),Automatic Upload of XML File; and Section 11.12(e), Card Blocking. The University is hereby granted permission to develop and run macro programs on a twice daily basis to upload XML files to the ORCA system and perform card blocks, both via the Business Account website, subject to the following conditions and the information provided in RFI 440: a. The macro programs will mimic the user interactions on the Business Account website, and as such, will use the public user interface designed for this purpose. b. The macro programs shall only be run between the hours of 11:00 p.m. and 5:00 a.m and between noon to 1:00 pm, or at other times agreed upon by the Parties. c. The macro programs shall not damage, disrupt or interfere with the proper functioning of the Business Account website, nor shall they bypass the account login page or contain programs that directly access or attempt to access the backend of the ORCA system. In the event the macro programs cause a disruption to the ORCA system which affects system performance or completion of normal system tasks, the UW will disengage the programs immediately upon notice by the ORCA agencies. d. The Business Account website may be modified from time to time and the University shall be solely responsible for making any revisions to its macro programs as needed to interact with the modified website. The Lead Agency will provide notification of impending modifications to fields, forms, pages, URLs, html, and processes that the macro will interact with when uploading a XML file or performing a card block, including but not limited to the business account log in and log out, order summary, create/maintain card groups, upload card group file(both submission of files and response page of a submitted file), at least fourteen(14) days prior to changes in the Business Account website being implemented. e. The agencies will not be held responsible in the event CD is delayed or there is a failure of the macro programs. U-PASS Agreement 94 Final, October 2011 Attachment 7, Memorandum of Agreement Page 43 of 44