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TJ Baugus SC Lean/Agile Project Manager, C3SC, Ellucian L.P. Session Number: NA-1 (North) SB-2 (South)

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Presentation on theme: "TJ Baugus SC Lean/Agile Project Manager, C3SC, Ellucian L.P. Session Number: NA-1 (North) SB-2 (South)"— Presentation transcript:

1 TJ Baugus SC Lean/Agile Project Manager, C3SC, Ellucian L.P. Session Number: NA-1 (North) SB-2 (South)

2 California Dream Act brief overview CALBFA 8.0 (October) Questions  There’s a lot to cover in 50 minutes.

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4 If you have a chance to do so, please privately thank baseline development (Mark Kichline, Jan Levsen, and their team) for their work on this state aid project. California Community Colleges Banner Financial Aid Users Group

5 Banner Financial Aid 8.15 (released) Ability to load CSAC file records resulting in need analysis and normal finaid functionality to award  Private scholarships  Institution financial aid  State financial aid

6 Important setups details in release guide  Release guide has an important typo. Download the corrected file that is posted separately.  RCRTPTR setups correct info: MAJR and MRTL are required. CITZ and SBGI are not necessary.  Note: Include/add ‘DEFAULT’ for MRTL (marital) FAQ 1-18K1RCP California Schools Only: What other information do I need regarding the California Dream Act processing in Banner Financial Aid that was not in the 8.15 Release Guide? Review defects 1-185IHUR and 1-186Y2F9

7 Monday 9/17/2012 general Banner Financial Aid overview. ***From: Ellucian: Banner Financial Aid Summer Update (8.15) Webinar*** This was not specific to the Dream Act topics. Thursday 9/27/ :00-noon PT, CCC-only session for Banner FinAid 8.15 Dream Act Announcement: California Community Colleges Banner Financial Aid Users Group

8 New process RCPCA13 to load the CSAC data  Similar to RCBTP13  Loads temp table with INFC code ‘CAL’  Load multiple flat files, with or without header records, with file names you pick (don’t use “1213esar.tap”)  No SSN parameter (CSAC files use pseudo SSNs, which is not loaded into ROTPERS and SPBPERS)

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10 Copy records with real errors into a new flat file, fix, and reprocess. (Easier than EDE records.)

11 RCPMTCH  Release guide note – don’t match by SSN since CSAC file has pseudo SSNs RCRTP13 to finish the load Need analysis and normal finaid functionality  Use financial aid forms to work with CAL records

12 ‘CAL’ records load as “unofficial” and will be “current” only if no ‘EDE’ record exists.  Full priority order: EDE, MANUAL, CAL, CSS  You can use overrides. Comment codes (RNIMS13) and Rejection Reasons (RNARS13): Still note “FASFA” or “EDE”, but meaning is the same

13 Not allowing ‘error processing’ Allowing students to re-submit their data Allowing US Citizens to submit CSAC application

14 CALBFA 8.0 (October) Does not replace Banner FinAid functionality or documentation  Similar to current CALB BOGW: Can use the ‘EDE’ records Banner FinAid loads for BOGW processing  Expanded beyond CALB BOGW: Can use the ‘CAL’ records in addition to ‘EDE’

15 BOGW ISIR selects “current” student record  In Banner FinAid, ‘CAL’ records load as “unofficial” and will be “current” only if a current ‘EDE’ record does not exist.  You can manually override what’s “current”, change “official” flag, etc. Therefore, BOGW ISIR process will select any “current” record that is either:  an EDE official (If it exists, it’s the first choice.)  a CAL unofficial or official

16 B-ISIR, C-ISIR, or not eligible BOGW ISIR notes record source BOGW ISIR process parameter  EDE records only  CAL records only (unofficial and official)  Or both

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19 If you have a chance to do so, please thank Hank Sredanovich (ActionLine) for his guidance and help and Mary Fran O'Herron (ActionLine) for allowing Hank to be available to us.

20 Moving BOGW processing to CALBFA  Correct and enhance BOGW  Limit BOGW range of options to ease development and support issues Dream Act processing for BOGW **The release is in jeopardy because of time spent on MIS SF and FA BOGW $0 rework. Future CALBFA release: Move MIS SF and FA reports

21 Expected – verify once released Banner Financial Aid 8.15 Banner Student 8.3 min – max Banner General 8.3 min – 8.5 max CALB 8.3 min – max  Patch for GTVDICD form labels and hint text No direct CALBFA and Report Engine REPT dependency at this time

22 CALBFA is the new location to process BOGW (1314). CALB BOGW history-only after 1213  Future CALB release will disable processing Not migrating data from CALB to CALBFA  Complete all processing in 1213 in CALB BOGW  Not recommended to split the processing for an aid year between CALB BOGW and CALBFA BOGW

23 Aid periods 9-month budget  using PELL budget (was using CAMP budget) Multiple exemptions Adjustments/reversals (“status” tables) Unmet-need limit control for each aid year Improve error messages

24 Residency error message confusion ISIR process error with negative AGI ISIR process recalculate parameter issues Problems with posting (exemption does, but award doesn’t) Others

25 All have “BOGW” in description for searching S%  R%: Some forms and processes are one to one matches, but not all.  SVAREQD  RVAREQD (BOGW Required Documentation) –looks the same  SVASFND  RVASFND (BOGW Student Funding) –looks mostly the same with significant enhancements  SVVBGYR, define BOGW year codes  RVABOGW (BOGW Board of Governors Waiver Control) –Enhanced BOGW to use Banner FinAid aid year code BOGW Names: CALB vs. CALBFA

26 Made the descriptions more complete  You can edit descriptions (and priority order). All forms noting them have better labels or descriptions  RVASFND (former SVRSFND) BOGW Method tab labels for the Special Methods  RVASFND Documentation tab labels

27 CALB BOGW SVVBGYR: No validation between BGYR and Banner FinAid aid year CALBFA BOGW RVABOGW: Uses the Banner FinAid aid year  Also has the other setups previously defined on SVVBGYR  Unmet need limit

28 CALB BOGW SVAINCR: yearly scripts to load CALBFA BOGW RVAINCR: “Create” button  Enter key data from BOGW regulations to create rules

29 CALB BOGW SVAPYMT: Select “payment” and “financial aid” options and setup the codes for it CALBFA BOGW RVAPROP: “Processing” options (“payment”  “processing/posting”)  Once you add BOGW student data for an aid year, you cannot change these options.  Difficulties with reversals

30 Posting choices (“payment” replaced with “processing/posting”)  Exemption or not  Award or Resource Combine these and you get Exemption = YesExemption = No Award1) Post award in finaid 2) Post exemption in AR 1) Post award in finaid Resource1) Post exemption in AR Resource = “Interfaced Resource” 1) Post other resource in finaid

31 Exemption setups

32 Award setups  Uses disbursement date from finaid

33 Other Resource setups

34 CALB BOGW SVASFND: Everything about student manual application or ISIR data CALBFA BOGW RVASFND : The same with many enhancements

35 Summary (processing results)  Results saved in a table  Formatted for posting choices

36 Dependency Information (same)  First part of the manual application BOGW Method  Second part of the manual application  Added “manual C” block (‘C’) Load from Student Aid Report printout

37 ISIR Information  BOGW ‘C’ from EDE/CAL record renamed ‘C-ISIR’  Source record information (EDE or CAL, etc.)  Left side is what is save in BOGW table  Right side is what is found in Banner Fin Aid –Added the Need Analysis Status (“Waiting”) –Added block showing “what the BOGW status will be if you update BOGW with this finaid data”  “Update” button posts from Banner FinAid (right side) to BOGW (left side)

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39 Documentation – improved labels

40 Processing Messages – varies by setups  Exemption and Award

41 Processing Messages – varies by setups  Award (no Exemption)  Exemption with Interfaced Resource  Other Resource (no Exemption)

42 Student aid period (ROASTAT)  Periods in the aid period (RORTPRD) –Terms in the period (RORPRDS): “Student” term controls residency BOGW setups (RVAPROP)  Award – periods  Exemption – terms  Other Resource – terms Posting to the periods or terms defined on RVAPROP that also exist for the student. Different students can have different aid periods

43 Post award to periods defined for student’s aid period that are also setup on RVAPROP.  student’s aid period  period ↔ BOGW award period Post exemption(s) to terms defined for student’s aid period’s period that are also setup on RVAPROP.  student’s aid period  period  term ↔ BOGW exemption term Post other resource to terms defined for student’s aid period’s period that are also setup on RVAPROP.  student’s aid period  period  term ↔ BOGW other resource term

44 CALB BOGW SVPISIR CALBFA BOGW RVPISIR: The same, but many enhancements  Parameters revised for enhancements  Students with need calc “Waiting” – print with message and do not update  Output sort order improvements (separate students with errors)  Improved messages

45 CALB BOGW SVPPYMT (called “payment”) CALBFA BOGW RVPBPST: posting/processing  Still uses a posting start date  Aid periods  Multiple exemptions  Adjustments/reversals  Improve messages

46 Setups and processing very similar Improving GTVDICD labels and hint text for clarity  CALB patch Allowing college parameter on the RVPISIR to be ‘multiple’

47 BOGW Program requirements that a student must meet academic and progress standards as defined by the Board Of Governors On governor’s desk Aware of it while developing CALBFA BOGW

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49 While Rate code is removed, if you have custom program to post rate codes, you can still use it. On RVASFND, if you add a brand new student that doesn’t have finaid data yet for the aid year:  It will create a RORSTAT (ROASTAT) record.  This RORSTAT record will have a default aid period on it (via a finaid API).

50 How to handle the January 2013 CSAC files? This question confused me as I thought the person was asking how to process the January CSAC files in aid year This morning I confirmed the files will be for aid year This is to correct my comments.  Per CSAC, the January 2013 will be for aid year From the site: January 1, California Dream Act Application becomes available for AB 131 Institutional grants, community college fee waivers and Cal Grants for the school year.  Install FinAid 8.15 and CALBFA 8.0. Then you can process the files with RCPCA13, etc. to create CAL records and process them in CALBFA BOGW under aid year 1314.

51 How to handle the Spring 2013 term? This is part 2 of the prior question related to the CCCCO 9/6/2012 memo.  Example: Dream Act student is eligible by income level but should only have a BOG Waiver for Spring (Fall 2012 not eligible by rules.)  Use the student residency to control the terms. –For the Fall 2012 term, use a residency code that is “not eligible for BOGW”. –For the Spring 2013 term, use a residency code that is “eligible for BOGW”. –RVPBPST (SVPPYMT) will update each term’s waiver. –This works for CALBFA BOGW and CALB BOGW.


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