1. Banner Financial Aid Overview Monroe Community College October 3, 2003 Ronald Coker Senior Process Consultant

2. 2 Course Overview  Objectives Create student and financial aid records both manually and electronically Create a financial aid tracking, budgeting, and packaging group Track documents that a student must submit to the financial aid office Create a student budget Perform need analysis processing Perform awarding and disbursement functions

3. 3 Menu Structure and QuickFlow  GUAQFLW – QuickFlow Form  GUAQUIK – QuickFlow Definition Form  Frequently Used Forms: ROASTAT – Applicant Status Form RRAAREQ – Applicant Requirements Form RBAABUD – Applicant Budget Form RPAAWRD – Applicant Award Form RORRULE – Financial Aid Selection Rules Form

4. 4 Data Load  Prior to Load – Use the following Forms: RCRINFR – Interface Tape Matching Rules Form RTVINFC – Data Source Code Validation Form RCRTPTR – Interface Data Translation Rules Form ROAINST – Financial Aid Options Form

5. 5 Data Load (cont’d)  PART 1 of Data Load RCBTPxx (for federal data (EDE)) or RCBCTxx (for CSS PROFILE records)  PART 2 of Data Load RCPMTCH Process  PART 3 of Data Load RCRTPxx Process

6. 6 Requirements Tracking  RRAAREQ – Applicant Requirement Form Used most frequently for:  Attaching an applicant’s record to a tracking group  Establishing/adjusting tracking requirements  Creating non-coded tracking requirements

7. 7 Budgeting  RBAABUD – Applicant Budget Form Used for:  Assigning a budget  Establishing aid periods  Defining mixed enrollment

8. 8 Fund Management  RFRBASE – Fund Base Data Form Fund Mgt must be established prior to packaging Includes:  Establishing the funds  Attaching the fund to a detail code  Building the fund/packaging /disbursement strategies for each fund

9. 9 Packaging/Disbursement  RPAAWRD – Award Form Options Available:  Fund Awards by Term Information  Enrollment  Disbursement Schedules  Summary Information

10. 10 Packaging /Disbursement (cont’d)  Forms used for packaging set up: RPROPTS – Packaging Options Form RPRDEFR – Default Packaging Rules Form RPRPCKR – Packaging Rules Form RPRGFND – Packaging Group Fund Rules Form RFRMGMT – Fund Management Form RPRCONT – Third Party Contract Rules Form

11. 11 Packaging /Disbursement (cont’d)  Forms used for packaging set up: RPREXPT – Exemptions Rules Form RPRAUDT – Audit Grading Mode Form RPRFSRC – Packaging Groups Fund Source Maximum Rules Form RFRDEFA – Default Award & Disbursement Schedule Rules Form RFRASCH – Fund Award & Disbursement Schedule Rules Form

12. 12 Tape Load Procedures Run Prior College Transcript Process RSRPCOL (Optional) Packaging Report RPBPDRV RPRAWRD RPRFUND Disbursement Report RPBDDRV RPRADSB Banner Financial Aid Records Run Tracking Group Assignment ROBBGRP Run Budget Group Assignment ROBBGRP Run Packaging Process RPEPCKG Adjust Award Package for Individual Groups (Optional) Run Disbursement Process RPEDISB Run Packaging Group Assignment ROBBGRP Manual Input Print Tracking Letters Run Need Analysis Calculation RNEINxx (Only as needed to adjust corrections) Run Pell Calculation RPEPELL (Optional) Run RORCALC Print Award Letters Note: RESTRK1.SQL RESTRK2.SQL RESTRK3.SQL RLRLETR

13. 13 Banner2000 ISIR Data Load Process RCBTPxx Receive ISIR files from the U.S. Dept of Education. Use the FILECAT program to combine ISIR files into one batch file (xxxxesar.tap) Use FTP software to transfer the xxxxesar.tap file to the dataload directory Loads the ISIR data to temporary tables Output from rcbtpxx.log: Total number of records loaded to temporary tables RCPMTCH Compares the data in temporary tables to data in production, assigns status codes RCRTPxx Records loaded into production tables Output from rcpmtch.lis: Matching control report Duplicate record control report Matching parameters used Totals by status and error codes End of job Output from rcrtpxx.lis: Control report gives listing of records loaded to permanent tables NSLDS discrepancy report Need Analysis discrepancy report RCRSUSP RERISxx Run to print “frozen” ISIR records (if loaded) Records with Suspended, Duplicate, Error, or * status codes must be manually resolved before they can be loaded into production Records with New, Matched, Renewal, or Application status codes are ready to load into production RCPDTMP Run to delete data in temporary tables before loading data for a different aid year Records with Hold status codes will remain in the temporary tables until a general person record is created in production or if the data in the temporary tables is deleted by running the RCPDTMP process

14. 14 Loans  RPAAWRD – Award Form Use the Create Loan Applications option from the Navigation Frame Loan Periods must be created and maintained on the Loan Period Base Data Form (RPRLPRD) Loan Options Form (RPRLOPT) must be built for each loan fund used. Loan status code must be built using the Loan Status Validation Form (RTVLNST)

15. 15 Loans  Loan Application Form (RPALAPP) Creates and maintains all of the loan information for a student  Electronic Loan Application Form(RPAELAP) Used to process CommonLine applications  Direct Loan Origination Form (RPALORG) Provides application processing functionality for the Federal Direct Loan programs.

16. 16 History/Transcripts  Pre-Banner Award Summary Form (RHAPBAW) Manually enter pre-banner summary award information  Prior Institution Transcript Form (RHAPTRN) Enter and maintain information received from a prior institution’s transcript  Transcript Information Form (RHATINF) Displays and maintains the non-award and non-loan information received from aprior institution’s transcript

17. 17 History/Transcripts (cont’d)  Fund Sequence History Inquiry Form (RHIAFSH) Displays the student’s financial aid history by fund code  Applicant Comment Form (RHACOMM) Displays comments history for each student

18. 18 Common Functions  Financial Aid Person Maintenance Form (RPAIDEN)  SAR ID Inquiry Form (ROISARI)  FISAP Person Maintenance Form (ROAFSAP)  Interface Tape Matching Rules Form (RCRINFR)  Suspended Records Maintenance Form (RCRSUSP)  Financial Aid Mail Form (RUAMAIL)  Data Log Rules Form (RORDATA)  Satisfactory Academic Progress Validation Form (RTVSAPR)

19. 19 Common Functions (cont’d)  Aid Year Inquiry Form (ROAIDY)  Financial Aid General Period Form (ROAPERS)  Applicant Pell Grant Form (ROAPELL)  Applicant Holds Form (ROAHOLD)  Applicant Immediate Process Form (ROAIMMP)  Applicant User Defined Fields Form (ROAUSDF)  Financial Aid Summary Form (ROASMRY)  Applicant Message Form (ROAMESG)  Batch Processing Rules Form (RORPOST)

20. 20 Shared Data  Allows for the integration of the SCT Banner Student system with Financial Aid  Permits view information in: Recruiting Admissions Registration Housing Accounts Receivable Academic History

21. 21 Shared Data (cont’d)  Information is available through the following inquiry-only forms: Summary Academic History Inquiry Form (RRSIHIST) Financial Aid Enrollment Form (ROAENRL) Financial Aid Enrollment Hours Process (RSRENRL) Basic Student Information Inquiry Form (RSISTDN) Admission Application Inquiry Form (RSIAPPL) Account Detail Review Inquiry Form (RSIAREV)

22. 22 Shared Data  Inquiry-only Forms (cont’d) Degrees and Other Formal Award Inquiry Form (RSIDEGR) Housing Information Inquiry Form (RSIHOUS) Prior College Inquiry Form (RSIPCOL) High School Inquiry Form (RSIHSCH) Test Score Inquiry Form (RSITEST) Veteran Certification Inquiry Form (RSIVETN) International Student Inquiry Form (GUIINTL) Third Party Contract Inquiry Form (RSICONT) Billing Exemption Inquiry Form (RSIEXPT)

23. 23 Student Employment  Student Employment Authorization Form (RJASEAR) Assign employment authorization to a specified student  Student Employment Rules Form (RJRSEDR) Maintains default authorization start/end dates and pay dates  Student Employment Referral Form (RJASERF) Used to refer a student to a job location for possible employment

24. 24 RJASEME  Mass enter students’ time Student Employment Process RPAAWRD  Award student  Accept award RJASERF  Authorize employment  Print referral form RJASEAR  Input employment authorization HR Interface RJRLOAD Review Payment  RJISEWH  RPAAWRD  RJASEAR Using HR Interface? Using HR Interface? Yes No

25. 25 Short-Term Credit  Short-Term Credit Detail Form (RPASTCD) Create and maintain short-term loans for a student  Short-Term Account Maintenance Form (RPRSTAM) Maintain a description of the credit account, establish budget, modify loan amounts, and determine duration of loan  Short-Term Credit Inquiry Form (RPISTCI) Displays short-term loan information for a student in descending order by loan seq no

26. 26 Return of Title IV Funds Calculation  Return of Title IV Funds Calculation Form (RPATIVC) Populates data necessary to perform the calculation process  Return of Title IV Calculation Process (RPRTIVC) Determines total amount of required return or post-withdrawal disbursement  Return of Title IV Funds Calculation Inquiry Form (RPITIVC) Allows view of summary and calculation information

27. 27 Multifunction Forms/Business Processes  Financial Aid Record Maintenance Form (ROARMAN) Enables display and update of:  Award detail  Applicant status  Budget components  Tracking requirements  Pell Grant status  Need Analysis information

28. 28 Multifunction Forms/Business Processes (cont’d)  Financial Aid Record Management Form (ROAMGMT) Provides a convenient means to create, update, and monitor financial aid fund activity

29. 29 Summary Any Questions?