Overview
UCSF Merchant Services is tasked with the oversight, support, and improvement of payment card and electronic payment acceptance across UCSF.
As credit cards, eChecks, and Automated Clearing House (ACH) payments are accepted across numerous services and programs, UCSF Merchant Services works to enable and ensure continued compliance with relevant financial policies and procedures, especially as related to PCI Data Security Standards. These objectives are accomplished through collaboration between the Controller’s Office, Information Technology Information Security, and UCSF's banking partners.
Operationally, UCSF Merchant Services endeavors to be a resource to schools, departments, and clinics through the following services.
Key Topics
Review the topics below for guidance on specific business procedures.
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Becoming a UCSF Credit Card Merchant
Overview
Departments that wish to establish a new method of accepting credit cards or make changes to existing payment methods must contact UCSF Merchant Services to obtain authorization and support prior to change or implementation.
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Onboarding New Merchant Staff
Overview
This guide outlines the steps required before an employee can handle credit cards.
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Reconciling and Recording Credit Card Transactions in the General Ledger
Overview
Review the procedures to record credit card journals in UCSF's PeopleSoft financial system, following UCSF's credit card journal entry process.
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Closing a Merchant Account
Overview
This guide outlines the procedures to close a merchant account and return credit card equipment to the merchant processor.
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Working with Payment Processing Equipment
Overview
Merchants who wish to obtain user guides for terminals at their location can find them in this section or contact [email protected] when troubleshooting issues with an existing terminal.
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Understanding Payment Card Industry Data Security Standard (PCI DSS)
Overview
All merchants who accept electronic payments are required to understand, adhere to, and provide evidence of compliance to international payment security standards. This guide describes PCI DSS (Payment Card Industry Data Security Standard) 4.0 rules and guidelines designed to help organizations that handle credit card information keep that information safe and secure.
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How are PCI DSS Requirements Tested? UCSF and Total Compliance Tracking (TCT)
Overview
This guide describes how Total Compliance Tracking (TCT) is used to manage PCI DSS testing and compliance tracking across all merchants at UCSF.