1. SUNYFAP 2009 Banner Financial Aid FAUG Presented by: Shirley A. Clark SICAS Center.. Upcoming Banner/SICAS Enhancements Banner/SICAS Efficiency Analysis Banner Self-Service Enhancements

2. Upcoming Banner Items  Financial Aid 7.14/8.4  COD Schema 3.0b  ACG and SMART Advance Pay Functionality  RERIM10 to Update the following for TEACH:  Specified Entrance Counseling Tracking Requirement and Satisfied Status Code  Specified ATS Tracking Requirement and Satisfied Status Code Cont… Cont…

3. Upcoming Banner Items  ACG and SMART(ECASLA/HEOA provisions)  Student eligibility to include eligible non-citizens  Fifth year level for SMART (Only certain 5yr programs)  Requires creation of an Additional Fund Code for SMART on RFRBASE  Linked to a 5th year level on RFRMGMT  Add 5th year major code to RPRMAJR  Certificate Programs (That meet definition)  Include Programs on the RPRDEGR form (Future Release: Part-Time Eligibility -- At least 1/2)

4. Upcoming Banner Items  Futures:  Year Round Pell  Summer 2009 is assigned to 2009-2010 (~June – probably a point release) will open up the percent of award to a maximum of 200% (~June – probably a point release) will open up the percent of award to a maximum of 200%  Summer 2009 is assigned to 2008-2009 ??????????  Summer Term tied to one specific Aid Year – STVTERM  “true”/”false”

5. Upcoming Banner Items  Futures:  Term Based Financial Aid Holds (8.3.1)  Term Based Processing/BBAY  Budgeting, Tracking, and Packaging by Term  Accept and Decline Awards by Term  Print Award Information by Term  Define Budgeting Groups by Term  Term specific Award Cancellation  FAFSA Enrollment grade level by Term  Archiving and Purging Financial Aid Data

6. Upcoming SICAS Items  FDR 2008-013 CWS to use new SUNYHR tables  Will include moving all new SUNYHR XML files into new SUNYHR Oracle tables  FDR 2008-017 SIRIS - Financial Aid submission  New Data Elements related to Financial Aid for submission to SUNY System Administration

7. Banner/SICAS Efficiency Analysis  SICAS Visited the following Campuses in 2008:  SUNY Canton  Mohawk Valley Community College  Niagara Community College  Contact Charlie Young at youngca@oneonta.edu youngca@oneonta.edu If your Campus is interested in scheduling a Banner/SICAS Efficiency Analysis

8. Banner Self-Service Enhancements  ROAINST – Display COA, Need, etc..  Terms and Conditions  Web Text Rules and Variable Creation  Web Questions and Answers  RPAINFO – use for collection of Outside Resources (Veterans Resources)  Lender Selection in Self-Service  Financial Aid E-mail Letter

9. ROAINST – Display COA, Need, etc..

10. ROAINST – Display COA

13. ROAINST – Display Need

15. ROAINST – Display Loan History

18. Terms and Conditions  RTVTREQ – Requirements Tracking  Establish T & C Requirement  Information Access must be checked  Establish Instructions (Optional – But Nice)  ROAINST – Web Processing Rules  Check Display Terms and Conditions Tab  ROAINST – Web Accept Tracking Rules  Link Established Tracking Code to Type of Terms and Conditions  Web Tailor needed for actual text

19. Terms and Conditions  Decide population – All students?  Establish Requirement  Population will be unable to Access the Award Offer Tab to accept awards until the Terms and Conditions are Accepted  Once Accepted, the Terms and Conditions Tracking Requirement will also be Satisfied  Ability to Print Terms and Conditions on E- Award Letter

20. Terms and Conditions

23. Web Text Rules and Variable Creation Web Text Rules and Variable Creation  RTVWTXT – Web Text Rule Code  Establish your text rule codes  RTVWVAR – Web Variable Validation  Establish your web variable codes  RORWTXT – Web Text Rules  SQL used to create text rules  RORWVAR – Web Variables  SQL used to create web variables

24. Web Text Rules and Variable Creation Web Text Rules and Variable Creation  RORWTAB – Web Tab Rules  For each Aid Year and Tab – Establish the Web Text Rules you wish to display  Institutions need to KNOW their data and decide what messages they want displayed for what criteria!  Set up in a TEST System first and TEST, TEST, TEST!!

25. Web Text Rules and Variable Creation Web Text Rules and Variable Creation  RORWTXT – Web Text Rules

26. Web Text Rules and Variable Creation Web Text Rules and Variable Creation  RORWTXT – Web Text Rules

27. Web Text Rules and Variable Creation Web Text Rules and Variable Creation  RORWTXT – Web Text Rules

28. Web Text Rules and Variable Creation Web Text Rules and Variable Creation  RORWTXT – Web Text Rules

29. Web Text Rules and Variable Creation Web Text Rules and Variable Creation  RORWVAR – Web Variable Rules

30. Web Text Rules and Variable Creation Web Text Rules and Variable Creation  RORWTAB – Web Tab Rules

31. Web Text Rules and Variable Creation Web Text Rules and Variable Creation

32. Web Questions and Answers  RTVWEBQ – Web Question Validation  Establish your web question codes  RORWBQA – Web Q & A Rules Answer Type for this question: L = Defined List (You will define values on next tab) N = Numeric T = Free Form Text Question Occurrence: E = Every Time Awards are Accessed O = Once for Aid Year U = When Unaccepted Awards Exist

33. Web Questions and Answers  RORWBQA – Web Q & A Rules For any value that stops processing, you also can attach a message code. This message code must first be built on RTVMESG and have the Stop Electronic Award Process indicator checked. You can choose to stop processing under the following conditions: A = Any not null answer will stop processing N = This specific answer does not stop processing S = This specific answer does stop processing Z = Any Answer > Zero will stop processing

34. Web Questions and Answers Stop Processing – Turns off Information Access

35. Web Questions and Answers All access to all Award Information is gone So use extreme caution using stop processing

36. Web Questions and Answers  RPAINFO – Web Applicant Reported Information  All answers to questions can be reviewed  Once a stop processing answer has been Reviewed Information Access indicator will be rechecked automatically.  Also contains Additional Self-Reported Resources  Must be Reviewed and Actual amount entered  Update the Applicant Resource Table must be checked before it is actually reflected in students package  Can be linked to an Actual Resource Code  RPPINFO – Web Applicant Information Process

37. Web Questions and Answers  RORWBQA – Web Q & A Rules

38. Web Questions and Answers  RORWBQA – Web Q & A Rules  Answer value restricted to 30 characters

39. Web Questions and Answers

41. Lender Selection in Self-Service  RPRLNDR – Lender Base Data  Information Access must be checked on all Active Lenders  RFRMGMT – Fund Management  All Loan Funds – Allow Web Lender Selection must be checked (Located in the Packaging Tab)  Electronic Loan Indicator must be set correctly for Fund

42. Lender Selection in Self-Service  RPASLND – Student Lender History Data  If an Active Lender exists for the Fund and Information Access is checked on RPRLNDR -- That Active Lender will be displayed.  If an Active Lender exists for the Fund and the Information Access is not checked on RPRLNDR – Nothing will be displayed. (No Drop Down List, No Lender)  The Drop Down list allowing the student to choose a Lender displays only if No Active Lender exists on RPASLND for the fund. (Selection Not Mandatory)

43. Lender Selection in Self-Service

44. Financial Aid E-mail Letter  GTVLETR – Letter Code Validation  Define Financial Aid Letter Code  RORELTR – E-mail Letter Rule  Establish GTVLETR Code  RORELTF – E-mail Letter Format Rules  Format your desired Letter

45. Financial Aid E-mail Letter

46.  ROREMAL – Financial Aid E-mail Process  Enter E-mail Letter Code  Enter E-mail Type  Enter Subject  From E-mail Address (Not Verified)  Works with Population Selection

47. Financial Aid E-mail Letter

48. Questions  Questions?