1. Working REAUCOD for PLUS Loans: A new way to get organized
Jeremy Mayernik
Duquesne University

2. CPE Credits
To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website
For additional questions please contact Lora Harper CPE - Coordinator

3. Duquesne University Parent PLUS loans in 1617: 1,381
Pittsburgh, PA
Private, Catholic
Undergraduate and Graduate
Enrollment:
Undergraduates 6,101
Graduate students 3,656
Total: 9,757
Parent PLUS loans in 1617: 1,381
Grad PLUS loans in 1617: 653

4. Agenda Our PLUS loan processing procedures
Problems with reviewing REAUCOD
Set Up for better organization
Custom Report
How to Review the Report and add comments
How this helped

5. Our PLUS Loan Procedures
Run Batch PLUS Loan Awarding Procedures
Awards the “easy” loans
Create Originations and Extract
Send through EDConnect
Work REAUCOD list
Part-year loans (fall only, spring only)
PLUS Loan denials
Errors and rejects

6. Common REAUCOD Problems
Duplicate Application – but no eligibility left
Partial year loan period (fall only / spring only)
PLUS Loan Denials
Student applied for Grad PLUS, but should have applied for Parent PLUS
Student applied for a Parent PLUS, but is a grad student, should have applied for Grad PLUS
FAFSA not received, but PLUS loan received
Student selected for verification but not complete

7. REAUCOD

8. Set Up – RHACOMM category RTVCCOM

9. Fall 2017 REAUCOD Report 1 SSN matches
This report links the data on REAUCOD with any RHACOMM comments with the category code PLUS
Linked by SSN
Displays if student is registered for the term of the report
Displays fall budget and aid
Displays student level (UG, GR, FP, LA)

10. This SQL is available through a handout and here:
SELECT SPRIDEN_ID "ID", RPTUAPP_APP_ID "APP ID", SPRIDEN_LAST_NAME "LAST_NAME", SPRIDEN_FIRST_NAME "FIRST_NAME", RPTUAPP_TYPE "TYPE", RPTUAPP_CREDIT_STATUS "STATUS", LEVEL1 "LEVEL", RPTUAPP_APP_LOAN_AMT "LOAN_AMT", RPTUAPP_MAX_LOAN_IND "MAX_LOAN", RPTUAPP_REQ_AWARD_START_DATE "LOAN_START_DATE", RPTUAPP_REQ_AWARD_END_DATE "LOAN_END_DATE", NVL(FALL_ENROLLED,0) "FALL_ENROLLED", NVL(NVL(FALL_BUDGET,0)-NVL(FALL_AID,0),0) "MAX_FALL_LOAN_AMT", DATE1 "COMMENT_DATE", COMMENT1 "COMMENT" FROM RPTUAPP,SPRIDEN,SPBPERS, (SELECT DISTINCT(SFRSTCR_PIDM) "PIDMA", 'Y' "FALL_ENROLLED" FROM SFRSTCR WHERE SFRSTCR_TERM_CODE = '201810' AND SFRSTCR_RSTS_CODE IN ('RE','RW')), (SELECT RBRAPBC_PIDM "PIDMB",SUM(RBRAPBC_AMT) "FALL_BUDGET" FROM RBRAPBC WHERE RBRAPBC_PBTP_CODE = 'FED' AND RBRAPBC_RUN_NAME = 'ACTUAL' AND RBRAPBC_PERIOD = '201810' GROUP BY RBRAPBC_PIDM), (SELECT RPRATRM_PIDM "PIDMC", SUM(RPRATRM_ACCEPT_AMT) "FALL_AID" FROM RPRATRM WHERE RPRATRM_PERIOD = '201810' GROUP BY RPRATRM_PIDM), (SELECT RHRCOMM_PIDM "PIDMD",RHRCOMM_COMMENT "COMMENT1",RHRCOMM_ACTIVITY_DATE "DATE1" FROM RHRCOMM WHERE RHRCOMM_AIDY_CODE = '1718' AND RHRCOMM_CATEGORY_CODE = 'PLUS'), (SELECT A.SGBSTDN_PIDM "PIDME", A.SGBSTDN_LEVL_CODE "LEVEL1" FROM SGBSTDN A WHERE A.SGBSTDN_TERM_CODE_EFF = (SELECT MAX(B.SGBSTDN_TERM_CODE_EFF) FROM SGBSTDN B WHERE B.SGBSTDN_PIDM = A.SGBSTDN_PIDM AND B.SGBSTDN_TERM_CODE_EFF <= '201810'))
WHERE RPTUAPP_AIDY_CODE = '1718'
AND SPBPERS_SSN = RPTUAPP_SSN
AND SPBPERS_PIDM = SPRIDEN_PIDM
AND SPRIDEN_CHANGE_IND IS NULL
AND SPRIDEN_ENTITY_IND = 'P'
AND SPRIDEN_PIDM = PIDMA(+)
AND SPRIDEN_PIDM = PIDMB(+)
AND SPRIDEN_PIDM = PIDMC(+)
AND SPRIDEN_PIDM = PIDMD(+)
AND SPRIDEN_PIDM = PIDME(+)
ORDER BY RPTUAPP_TYPE, RPTUAPP_CREDIT_STATUS,LEVEL1,RPTUAPP_REQ_AWARD_START_DATE,RPTUAPP_REQ_AWARD_END_DATE,
FALL_ENROLLED,SPRIDEN_LAST_NAME,SPRIDEN_FIRST_NAME
This SQL is available through a handout and here:

11. Report 1 - Excel
TIP: Use Filter to easily filter on the type of issue you want to work on

12. Fall 2017 REAUCOD Report 2 No SSN matches
This report displays students who do not have an SSN match in Banner
Not linked to RHACOMM
Nice to have all these together
Expiration date is on the report
Easier to make the decision to delete them after reviewing

13. This SQL is available through a handout and here:
SELECT ID1 "ID", APPLICATION_ID, LAST_NAME, FIRST_NAME, TYPE1 "TYPE", STATUS, LOAN_AMT, MAX_LOAN, LOAN_START_DATE, LOAN_END_DATE, EXPIRATION_DATE FROM (SELECT 'NO ID MATCH' "ID1", RPTUAPP_APP_ID "APPLICATION_ID", RPTUAPP_LAST_NAME "LAST_NAME", RPTUAPP_FIRST_NAME "FIRST_NAME", RPTUAPP_TYPE "TYPE1", RPTUAPP_CREDIT_STATUS "STATUS", RPTUAPP_APP_LOAN_AMT "LOAN_AMT", RPTUAPP_MAX_LOAN_IND "MAX_LOAN", RPTUAPP_REQ_AWARD_START_DATE "LOAN_START_DATE", RPTUAPP_REQ_AWARD_END_DATE "LOAN_END_DATE", RPTUAPP_CREDIT_CHECK_EXP_DATE "EXPIRATION_DATE" FROM RPTUAPP WHERE RPTUAPP_AIDY_CODE = '1718' MINUS SELECT 'NO ID MATCH' "ID1", FROM RPTUAPP,SPBPERS AND SPBPERS_SSN = RPTUAPP_SSN) ORDER BY TYPE1,STATUS,LAST_NAME,FIRST_NAME
This SQL is available through a handout and here:

14. Report 2 - Excel

15. Set up the Reports We use Cognos Schedule the reports to run daily
Automatically ed each morning
You can use your reporting tool

16. Daily Review Filter on enrolled students “Y”
Work on the new loans (those with no comments)
Filter on Parent PLUS or Grad PLUS
Filter on the Denials, and get those done
Filter on partial year, and get those done
Add new comments to new loans you can’t do yet
Delete loans that cannot be processed and notify students
Review loans with comments (can filter on dates)

17. How this helped us Better organized the data on REAUCOD
Prioritize the loans you work on
Put them in groups to work in “chunks”
Can see all the loans in all the statuses at once
Nice way to isolate and get the denials done

18. Open to the Floor Questions Comments Jeremy Mayernik mayernikj@duq.edu

19. Thank You
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