1. Packaging

2. Packaging Module Overview n Define and establish rules for packaging codes and group assignments n Define packaging options and fund rules n Assign and modify a packaging group and award students based on these assignments n Outside resources n Document(s) control

3. Packaging Module Overview (cont) n Default Packaging Rules n Exemptions and Third Party Contract Rules n Modification of Packages and Schedules n Packaging Validation Process

4. Define & establish rules for packaging codes and group assignments n Define codes for each packaging group n Identify groups of students with common packaging criteria n Identify the specific way awards are made to each packaging group n Define the rules by using the specific attributes of each packaging group

5. Define packaging options and fund rules n Select options that control the performance of certain functions in the Financial Aid System n Information pertains strictly to the packaging process

6. Assign and modify a student’s packaging group n Assign a Packaging Group – Manually – On-line automatic assignment using rules – Batch process - ROBBGRP n Modify a student’s packaging group and repackage the award

7. Award students n Manually award, accept, and/or cancel funds n Manually award a fund to a student’s package

8. Outside resources n “Other” resources for an applicant – Money paid directly to a student n Reduces gross need

9. Exemptions and third party contract rules n Indicators set on the Packaging Options Form (RPROPTS) n Interface with Banner Student System Accounts Receivable module n Records reimbursement agreements as a resource to a student’s account

10. Auto schedule feature n Manual award amount changes may require award schedule adjustment n Aid Period changes for new and revised awards may need to be re-scheduled according to rules – Pell will Auto-reschedule n Adding term to award schedule is valid if it wasn’t there when the schedule was created

11. Document(s) control n Design and define elements and variables used in Letter Generation n Mass enter award offers, accepts or rejects n Review system indicators to determine generation of awards n Define messages attached to certain groups or funds in Letter Generation

12. Packaging philosophies 1)GAP - Insures every applicant has unmet need equal to or greater than the defined dollar or percent Defined uniquely for each packaging group 2)EQUITY - Awards fund types of grant or scholarship first during the awarding process 3)SELF-HELP - Awards fund types of loans or work first during the awarding process If defined - the packaging philosophy takes priority over standard awarding process

13. Assigning packaging groups n Manually - RPAAWRD or RPAAPMT n On-line - ROAIMMP (ROOAUTO) n Batch - ROBBGRP RTVPGRP Group Validation Values RORRULE Optional Population Selection Group Assignment Rules

14. Assigning packaging groups (cont) Viewable/Changeable on: RPAAWRD/ROARMAN (Award Form) or RPAAPMT (Package Maintenance Form)

15. Automatic packaging Packaging Groups * RTVPGRP * RORRULE Group Fund Awarding Rules RORRULE Group/Fund Rules * RPRGFND * RPROPTS Packaging Options * RFRMGMT Fund/Aid Year Specific Data Award Validation * RPBVLDT Packaging Rules GAP, EQUITY, SELF-HELP * RPRDEFR * RPRPCKR Federal Rules * RPIFEDR Packaging Process ‘Actual or Simulation’ * RPEPINT - Initialization * RPEPCKG - Packaging

16. Automatic packaging (cont) Packaging Awards *RPAAWRD RPAAPMT ROARMAN Does the student have: * Unmet need? * A null packaging date? * Satisfied tracking requirements? * Violation of any Federal or institutional rules? * A packaging group?

17. Override on awards n Unmet need n General tracking requirements n Fund minimum and maximum n Replacement of EFC n Two Staffords in one class level