Get Out of Line and Get Online Efficiencies and Effectiveness in the Financial Aid Office Presenters: Elizabeth Coria, Rio Hondo College Carol Linsley, Sungard Higher Education Consultant Mollie Delgado, Sungard Higher Education Consultant

Agenda Managing Awards and Students – Cancel Awards – Exits – Return of Title IV – Self Service- Resources – Self-Service - Questions and Answers Using What’s New in Banner – Year Round Pell – Crossover Pell – Hosted FM Calculation – Release 8.9 Enrollment Periods Replace Terms

Self Service Banner Terms and Conditions are Accepted online Awards are Accepted/Declined All required forms are available on self service banner – Specific to each student – Verification Forms – MPN / Entrance/Exit Counseling General Messages are available for student information SAP status is available on self-service – Specific reason why student failed to meet SAP

Self Service Banner All communication is sent to students assigned campus address Paper letters are no longer mailed Students can view Financial Aid Disbursement/Refund status on account summary term Students can view financial aid status such as in Review, Additional Information needed, Satisfied/Complete

Verification Banner was setup to automatically assign students to a Selected No Verify group to satisfy 30% verification requirement

Cancel Awards -RPRCNCL Parameters: 03 Choose to Cancel and Update or Report 04 Award Status Code? 05 Cancel Award Offered prior to this Date 07 Cancel A = All funds or I = Include only funds specified in parameter Cancel if A= Accept or O= Offered

RPRCNCL - Output

Exit Counseling - RRREXIT 02 Exit Counseling Loans? Teach? 03 Fund Codes – Multiple 04 Requirement Name = EXIT 05 Status Code on RRAAREQ = E (Established) 06 – 08 Check for Graduates, Withdrawals, Students less than ½ Time

Exit Counseling - RRREXIT Parameters 11 Graduation Term = Summer Grad Date Beginning and End Dates Name of previous Term and Current Term 16 Print Report or Update RRAAREQ? 18 Print NSLDS summary for each student.

RRREXIT – Output Report

Return of Title IV – SFAWDRL Withdrawals not Tracked on SFAREGS Who are the Students – Students with all ‘failing’ grades. Faculty has reported a last date of attendance but the Registrar does not want to show these students as withdrawn.

STVESTS How to Track? – First - Create a new code on STVESTS

STVWDRL How to Track? – Second This code should not be linked to any withdrawal status on SFAWDRL.

Create Withdrawal - SFAWDRL

Questions & Answers-Self-Service

Q and A on the Web

Collecting Resources on the Web

Add Resources to RPAARSC RPAINFO Once the FAO has reviewed the Resources. Check the ‘Update Applicant Resource Table’ to add this Scholarship to the Resource Form RPAARSC for this Term. - Note that the Applicant Resource Table Updated is now selected.

What’s New in Banner – Crossover Pell Banner Release 8.8 – ROAIMMP calculates the best year for students crossover term. RORACYR – Now active. When you select the number of credit hours for your AY. Banner calculates the total ‘Earned’ Hours for disbursement based on that table. RORPOST – A new batch posting type ‘AP’ will post the Pell Aid period to ROAPELL when you use a popsel.

Crossover Pell Grant Let’s assume award is the better award

-Pell award displays in Fund Awards block -Offered aid amount is not increased by summer Pell -Pell aid period displays in Summary block -Additional Eligibility Indicator is set in Pell and Loan block -Summer term Pell award displays on Fund Awards by Term block

Crossover Pell 0910 Unmet need is reduced by Summer Pell award Additional Eligibility Indicator is not set in Pell and Loan block No Pell term award displays for summer on Fund Awards by Term block Summer Pell is not Included in the Fund Award total No Pell Aid Period is displayed in Summary block Offered Aid total includes Summer Pell award Per federal regulations, must be counted as EFA here Crossover Pell Award displays (amount from summer award in ) in Summary block Crossover Aid Year displays in Summary block Unmet need is reduced by Summer Pell award

What Else for 0910? – Additional Eligibility Indicator is not set in Pell and Loan block? – No Pell term award displays for summer on Fund Awards by Term block?

Get Out of Line Questions?

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