3CBG South 2009 BOGW in Banner

Advantages of the Banner BOGW Module Flexible Options college selects how to pay BOG using Attributes, Exemptions or Funds Student can view their BOGW payment on Self-Service as an Award or a Resource College controls the timing of payments Integrated with financial aid Processes Documentation requirements can be tracked in the module

Agenda - BOGW in Banner Agenda Set Up Forms for BOGW Selecting Payment Process Selecting Financial Aid Display Type Determine Eligibility Post BOGW to Student Record Apply Payments to Student Charges

BOGW – Set Up SVVBGYR – Validate BOGW year and Multi- College Processing GTVDICD – District Code SVABTRM – Determine the terms and the Start Dates for the terms SVVELIG – Prioritize eligibility SVAINCR – Update the Calif CC Income Standards for BOGW B SVVREQD – Set the Required Documents STVRESD – Set the Residency status for BOGW STVPYMT – Decide how to View and Pay BOGW

STVBTRM- Set Up

SVVELIG College Sets Priority for BOGW Payment where Student is eligible for more than one type

SVAINCR – Income for BOGW B

SVAREQD – Required Documentation

Set Up SVAPYMT – Tabs Activated by Choices Payment and Display Options

3CBG South 2009 SVAPYMT – Set Up Making Decisions How the College wants to View and Post BOGW to a Students Record

Set Up - SVAPYMT- Multiple Options Payment Options Disbursable Fund Exemption Attribute Rate Code not supported Financial Aid Display Options Award Resource Interfaced Resource with Exemption

Set Up Payment Options SVAPYMT Disbursable Fund Requires Display of Award Exemption or Interfaced Exemption Interfaced Exemption requires set up on RPROPTS Attribute Rate Code None

Multiple – Options for Set Up

SVAPYMT - Exemption

Set Up Exemption Codes for Each Term in the Year – TSAEXPT or Roll Exemptions

SVAPYMT - Attribute

Attribute Set-Up - STVATTS

Attribute Set Up - SVAPYMT

Attribute Set Up - SFARGFE

Rate Code Set Up - STVRATE

Rate Code Set Up - SVAPYMT

RATE CODE Set Up - SFARGFE

Financial Aid Display - SVAPYMT

College Chooses to Set Up Financial Aid Display Options - SVAPYMT Award Resource Interfaced Resource Requires Exemption Payment Type and Set Up on RPROPTS None

SVAPYMT – Set Up Display as an Award

SVAPYMT – Associate Eligibility Codes with Fund Codes from RFRBASE

RFRBASE

SVAPYMT – Set Up Display as Resource

RTVARSC – SET UP RESOURCE VALIDATION CODES

SVAPYMT – Associate Resources with Eligibility Codes

SVAPYMT – Set Up Display as Interfaced Resources

RPREXPT Set Up Optional

Set Up Interfaced Exemptions - RPROPTS

SVAPYMT Set Up - Review SVAPYMT answer two questions How do I want to pay BOGW? How do I want to display BOGW to make sure that BOGW is counted in the cost of attendance?

3CBG South 2009 BOGW STEP 1 DETERMINE ELIGIBILITY

BOGW Process- Day to Day Step 1 - Determine Eligibility – SVASFND and SVPISIR Step 2 - Post BOGW as Fund, Exemption or Attribute by Batch or Online and Post Financial Aid Display as a Fund or Resource Step 3 - Pay BOGW using baseline Banner processes or new Immediate Processing for Exemptions

Eligibility Form SVASFND Summary Tab View Outcome of Eligibility Calculation View Date that Payment was Posted Post Payment for Individual Student Using Options Menu Application Tab Enter and View Eligibility Data for BOGW A methods, B method, and the Special Fee Waivers ISIR Tab View outcome of loading ISIRS using the SVPISIR process and calculation of type C.

SVASFND – Load ISIRS to the ISIR Tab

SVPISIR Process – Load ISIRS to BOGW Module Run as either Update or Audit

SVASFND - Summary from TAB C from ISIR Summary Shows Eligibility Status Allows Override

SVASFND – Application Tab for BOGW B, A and Special Methods

3CBG South 2009 Step 2 - Posting BOGW to the Student Record

Step 2 Posting BOGW to the Student Record Set Up Payment Start Date - SVABTRM Batch – SVPPYMT Payment Start Date has Passed as set up on SVABTRM or use SVPPYMT parameter to pass a new start date Parameter set up allows process to post payments for all Terms if the Start Date has passed or for just one term On Line On the SVASFND form select Options/Payment Immediate Open SVASFND form to invoke payment process

Post BOGW Example – Exemption and Interfaced Resources SVAPYMT

Post BOGW - SVPPYMT

SVPPYMT – Output Shows who already has a payment and then the newly applied BOGW

SVASFND – View Paid Date

Student Added to Exemption List- TSAEXPT

RPRARSC – Estimated Resources Interfaced Exemptions Appear on the RPAARSC and RPAAWRD forms

Run SVPPYMT – Second Term

3CBG South 2009 Step 3 - Paying BOGW

Paying BOGW – Attribute and Fund Attribute - Payments will offset tuition and fees as soon as the student registers. Disbursable Fund - Run RPEDISB to disburse BOGW fund

Paying BOGW- Exemptions Immediate real time payment when student enrolls Additional Set Up Required on SOATERM Check online Exemption processing in two check boxes.

Register Student

BOGW Pays Charges as they are incurred.

Review Step 1 – Determine Eligibility SVASFND Form and SVPISIR Process Step 2 – Post BOGW to Student Account SVAPYMT Set Up SVPPYMT Process Batch and Online Step 3 – Pay BOGW Exemption – Immediate when registers Attribute – Immediate when registers Fund – Run RPEDISB

3CBG South 2009 Questions / Answers

3CBG South 2009 Thank you for your Participation

3CBG South 2009