1. 2015 16th Annual PABUG Conference Automating PLUS loans How to do it What not to do

2. 2015 16th Annual PABUG Conference General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered when you ask them Thank you for your cooperation

3. 2015 16th Annual PABUG Conference To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website http://pabug.org/pennsylvania-banner-users- group-annual-conference/cpe-credits/ or via the PABUG conference app. For additional questions please contact Kim Fremont CPE - Coordinator http://pabug.org/contact-us/ http://pabug.org/contact-us/ CPE Credits - We’ve gone electronic!

4. 2015 16th Annual PABUG Conference Messiah College 2800 Undergraduate students 600 Graduate students Banner school since 2007

5. 2015 16th Annual PABUG Conference

6. 2015 16th Annual PABUG Conference Why Automate PLUS Loans? Saves time – processing them individually is a multi-step process Accuracy We can concentrate on students whose credit status is not ‘A’ – approved, or who are enrolled less than half time. We process about 300 PLUS loans per year

7. 2015 16th Annual PABUG Conference On REAUCOD there are students who applied for PLUS loans but haven’t been processed yet. REAUCOD is a new form for 1516. (This is from the RPTUAPP table)

8. 2015 16th Annual PABUG Conference Steps to automation 1.Find students who are ready to process 2.Calculate and post PLUS loan fee budget components 3.Calculate and post PLUS awards 4.Create PLUS loan originations

9. 2015 16th Annual PABUG Conference Steps to automation 1.Find a popsel of students with PLUS loans to process  GLBDATA, GLRSLCT, GRLVRBL, GLIVRBL 2.Use batch posting to calculate and post the loan fees as a budget component for the popsel.  RTVABRC, RBRABRC, RORPOST 3.Use batch posting to automatically calculate and process the PLUS loans for the popsel.  RTVALGR, RPRALGR, RORPOST(etc) 4.Create PLUS Loan Originations

10. 2015 16th Annual PABUG Conference The popsel Find a popsel of students with PLUS loans to process o GLBDATA – Name the popsel o GLRSLCT – Rules for the popsel o GLIVRBL – Name the variable o GRLVRBL – Rules for the variable

11. 2015 16th Annual PABUG Conference GLBDATA select the popsel of students with PLUS loan apps

12. 2015 16th Annual PABUG Conference On the REAUCOD form / RPTUAPP table Match all the aid years Type (of loan) = P (PLUS) Credit status = A (Accepted) There is a Fed loan (FDUL, FDSL) of more that $0.00. At least 6 credits (If they are only half time, their budget will be half so their loan will be half.) They don’t already have a PLUS loan for the year. The start date of the loan is within the dates for the aid year. Who to select

13. 2015 16th Annual PABUG Conference GLRSLCT -Select the Students with Plus loans

14. 2015 16th Annual PABUG Conference Mistake! You can only have 1 GLRVRBL variable sub- select list in GLRSLECT

15. 2015 16th Annual PABUG Conference GLRSLCT Rules RPTUAPP_AIDY_CODE=&aidyAND RPRAWRD_AIDY_CODE=&aidyAND ROBINST_AIDY_CODE=&aidyAND RPTUAPP_TYPE='P'AND RPTUAPP_CREDIT_STATUS='A'AND RPRAWRD_FUND_CODEIN('FDUL','FDSL')AND RPRAWRD_OFFER_AMT>0AND RPTUAPP_REQ_AWARD_START_DATE>=ROBINST_AIDY_START_DATEAND RPTUAPP_REQ_AWARD_START_DATE<=ROBINST_AIDY_END_DATEAND RPTUAPP_PIDMNOT IN(*SUB *PLUS_EXISTS_FOR_AID_YEAR We have a view that contains # of credit hours per term RZVPBGP_AIDY_CODE=&aidyAND RZVPBGP_BILLING_HRS>=6AND If not: Add SFRSTCR to the from statement SFRSTCR_TERM_CODE = &termAND SFRSTCR_RSTS_CODE in ('RE','RW') AND SFRSTCR_CREDIT_HR >= 6AND

16. 2015 16th Annual PABUG Conference Check: Do they have a PLUS loan for the year ? Create a variable (which is a list of pidms) on GLIVRBL and GLRVRBL

17. 2015 16th Annual PABUG Conference Create the variable on GLRVRBL like a popsel – except you must match everything

18. 2015 16th Annual PABUG Conference Budget Component Use batch posting to calculate and post the loan fees as a budget component for the popsel. o RTVABRC – name the rule o RBRABRC – define the rule o RORPOST – set parameters for the batch post More on batch posting 2:40 in the Congressional Suite

19. 2015 16th Annual PABUG Conference My biggest mistake You must post a budget item for the PLUS loan fee first. (Even if you run budgeting on everyone, every night.)

20. 2015 16th Annual PABUG Conference Budget Component The loan fee will be different for different students (because it is based on a percentage of the loan), so a fixed amount will not work Make a budget component rule to calculate the loan fees for each student Period budgets – Make 2 fees, 1 for spring and 1 for fall Year budgets – Make 1 fee for the year

21. 2015 16th Annual PABUG Conference RTVABRC - add rule codes for algorithmic rules

22. 2015 16th Annual PABUG Conference Save your work RTVABRC - add rule codes for algorithmic rules

23. 2015 16th Annual PABUG Conference RBRABRC

24. 2015 16th Annual PABUG Conference RBRABRC – testing the rule

25. 2015 16th Annual PABUG Conference SELECT Case WHEN RPTUAPP_APP_LOAN_AMT > ((BUDGET - AWARDS) + ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)) THEN ROUND(plus_loan_percent *((BUDGET - AWARDS) + (plus_loan_percent * (BUDGET - AWARDS)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2)),0) WHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL THEN ROUND(((plus_loan_percent * RPTUAPP_APP_LOAN_AMT)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) ELSE ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) END as "loan fee amt" FROM RPTUAPP, SPBPERS, (select RLRDFEE_FEE_PCT/100 AS plus_loan_percent from RLRDFEE WHERE RLRDFEE_LOAN_TYPE = 'P' And RLRDFEE_EFFECTIVE_DATE = (select MAX(RLRDFEE_EFFECTIVE_DATE) from RLRDFEE where sysdate > RLRDFEE_EFFECTIVE_DATE and RLRDFEE_LOAN_TYPE = 'P')), (SELECT NVL(SUM(RPRATRM_OFFER_AMT),0) AS "AWARDS" FROM RPRATRM WHERE RPRATRM_AIDY_CODE = :aidy AND RPRATRM_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = :aidy and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL') AND RPRATRM_PIDM = :pidm), (SELECT SUM(RBRAPBC_AMT) AS "BUDGET" FROM RBRAPBC WHERE RBRAPBC_AIDY_CODE = :aidy AND RBRAPBC_PBTP_CODE = 'CAMP' AND RBRAPBC_PIDM = :pidm AND RBRAPBC_PBCP_CODE <> 'LFEE' AND RBRAPBC_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = :aidy and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL') ) WHERE RPTUAPP_AIDY_CODE = :aidy AND RPTUAPP_PIDM = :pidm AND RPTUAPP_PIDM = SPBPERS_PIDM AND RPTUAPP_SSN = SPBPERS_SSN AND (Select ROBPRDS_start_date + 30 from ROBPRDS where ROBPRDS_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = 1516 and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL')) between RPTUAPP_REQ_AWARD_START_DATE andRPTUAPP_REQ_AWARD_END_DATE

26. 2015 16th Annual PABUG Conference Tips on the rule – loan amount SELECT Case Case 1 – Loan amount on the record is greater than need + fees (error) WHEN RPTUAPP_APP_LOAN_AMT > ((BUDGET - AWARDS) + ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)) THEN ROUND(plus_loan_percent *((BUDGET - AWARDS) + (plus_loan_percent * (BUDGET - AWARDS)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2)),0) Case 2 – Loan amount on the record is NOT greater than need + fees WHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL THEN ROUND(((plus_loan_percent * RPTUAPP_APP_LOAN_AMT)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) Case 3 – There is no loan amount on the record ELSE ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) END as "loan fee amt“ Divide loan amount by 2 if you are using period budgeting

27. 2015 16th Annual PABUG Conference Tips on the rule – loan amount loan amount = ((BUDGET - AWARDS) + ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)) BUDGET – AWARDS  Need plus_loan_percent *(BUDGET - AWARDS)  loan fee on a PLUS loan that covers all the need baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')  FDSL and FDUL fee SELECT roralgs_amt INTO fed_fees FROM roralgs WHERE roralgs_aidy_code = aidy_in AND roralgs_key_1 = 'BUDG' AND roralgs_key_2 = 'LOAN_FEES' AND roralgs_key_3 = btyp_in; ‘PELL’ = $76 (estimate)

28. 2015 16th Annual PABUG Conference Tips on the rule – loan amount SELECT Case Case 1 – Loan amount on the record is greater than need + fees (error) WHEN RPTUAPP_APP_LOAN_AMT > ((BUDGET - AWARDS) + ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)) so use max eligible loan amount * PLUS % + FDUL/SL fee THEN ROUND(plus_loan_percent *((BUDGET - AWARDS) + (plus_loan_percent * (BUDGET - AWARDS)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2)),0) Case 2 – Loan amount on the record is NOT greater than need + fees WHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL so use RPTUAPP_APP_LOAN_AMT * PLUS % + FDUL/SL fee THEN ROUND(((plus_loan_percent * RPTUAPP_APP_LOAN_AMT)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) Case 3 – There is no loan amount on the record use max eligible loan amount * PLUS % + FDUL/SL fee ELSE ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) END as "loan fee amt"

29. 2015 16th Annual PABUG Conference Tips on the rule – sub-selects plus_loan_percent = (select RLRDFEE_FEE_PCT/100 AS plus_loan_percent from RLRDFEE WHERE RLRDFEE_LOAN_TYPE = 'P' And RLRDFEE_EFFECTIVE_DATE = (select MAX(RLRDFEE_EFFECTIVE_DATE) from RLRDFEE where sysdate > RLRDFEE_EFFECTIVE_DATE and RLRDFEE_LOAN_TYPE = 'P')),

30. 2015 16th Annual PABUG Conference Tips on the rule – sub-selects AWARDS = (SELECT NVL(SUM(RPRATRM_OFFER_AMT),0) AS "AWARDS" FROM RPRATRM WHERE RPRATRM_AIDY_CODE = :aidy AND RPRATRM_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = :aidy and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL') AND RPRATRM_PIDM = :pidm),

31. 2015 16th Annual PABUG Conference Tips on the rule – sub-selects BUDGET = (SELECT SUM(RBRAPBC_AMT) AS "BUDGET" FROM RBRAPBC WHERE RBRAPBC_AIDY_CODE = :aidy AND RBRAPBC_PBTP_CODE = 'CAMP' AND RBRAPBC_PIDM = :pidm AND RBRAPBC_PBCP_CODE <> 'LFEE' AND RBRAPBC_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = :aidy and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL') )

32. 2015 16th Annual PABUG Conference Tips on the rule – where clause WHERE RPTUAPP_AIDY_CODE = :aidy AND RPTUAPP_PIDM = :pidm AND RPTUAPP_PIDM = SPBPERS_PIDM AND RPTUAPP_SSN = SPBPERS_SSN AND (Select ROBPRDS_start_date + 30 from ROBPRDS where ROBPRDS_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = 1516 and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL')) between RPTUAPP_REQ_AWARD_START_DATE andRPTUAPP_REQ_AWARD_END_DATE Match on Aid Year, PIDM, SSN and Date

33. 2015 16th Annual PABUG Conference Tip – check the SSNs RPTUAPP_SSN = SPBPERS_SSN

34. 2015 16th Annual PABUG Conference Note: with all the rounding the rule does, the budget amounts can very by a dollar.

35. 2015 16th Annual PABUG Conference Rules are defined Time to batch post the budget components

36. 2015 16th Annual PABUG Conference RORPOST – batch post the budget component Category – PLUS_FEE (your define this name) Creator ID and User ID– DARYL is our super user Application Code – FINAID Selection ID – 1516_PLUS_LOAN (Name of the Pop Sel from GLRSLCT of the students with ready to process PLUS loans) Type Code PBSS - Comp-One Type/One Period (Period Budgeting) B - Budget Component/Amount (Aid year budgeting) Code to Post – LFEE – our loan fee component Amount Algorithmic Rule – PLUS_LFEE_FALL, PLUS_LFEE_SPRING

37. 2015 16th Annual PABUG Conference RBAPBUD

38. 2015 16th Annual PABUG Conference Awarding the PLUS Loan Use batch posting to automatically calculate and process the PLUS loans for the popsel. We need a rule to calculate the amount of the loan. o RTVALGR – Name the rule o RPRALGR – Define the rule o RORPOST – Batch post the PLUS loans

39. 2015 16th Annual PABUG Conference RTVALGO – Create a rule for the PLUS loan

40. 2015 16th Annual PABUG Conference RTVALGO – Create a rule for the PLUS loan

41. 2015 16th Annual PABUG Conference The rule SELECT Case WHEN RPTUAPP_APP_LOAN_AMT > (BUDGET - AWARDS) THEN ROUND((BUDGET - AWARDS),0) WHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL THEN RPTUAPP_APP_LOAN_AMT ELSE ROUND((BUDGET - AWARDS),0) END as "loan amt" FROM RPTUAPP, SPBPERS, (SELECT NVL(SUM(RPRAWRD_OFFER_AMT),0) AS "AWARDS" FROM RPRAWRD WHERE RPRAWRD_AIDY_CODE = :aidy AND RPRAWRD_PIDM = :pidm), (SELECT SUM(RBRAPBC_AMT) AS "BUDGET" FROM RBRAPBC WHERE RBRAPBC_AIDY_CODE = :aidy AND RBRAPBC_PBTP_CODE = 'CAMP' AND RBRAPBC_PIDM = :pidm) WHERE RPTUAPP_AIDY_CODE = :aidy AND RPTUAPP_PIDM = :pidm AND RPTUAPP_PIDM = SPBPERS_PIDM AND RPTUAPP_SSN = SPBPERS_SSN

42. 2015 16th Annual PABUG Conference The rule - Amount SELECT Case WHEN RPTUAPP_APP_LOAN_AMT > (BUDGET - AWARDS) THEN ROUND((BUDGET - AWARDS),0) Loan amount more than need –> award need WHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL THEN RPTUAPP_APP_LOAN_AMT Loan amount award that amount ELSE ROUND((BUDGET - AWARDS),0) No loan amount –> award need END as "loan amt"

43. 2015 16th Annual PABUG Conference The rule - subselects FROM RPTUAPP, SPBPERS, (SELECT NVL(SUM(RPRAWRD_OFFER_AMT),0) AS "AWARDS" FROM RPRAWRD WHERE RPRAWRD_AIDY_CODE = :aidy AND RPRAWRD_PIDM = :pidm), (SELECT SUM(RBRAPBC_AMT) AS "BUDGET" FROM RBRAPBC WHERE RBRAPBC_AIDY_CODE = :aidy AND RBRAPBC_PBTP_CODE = 'CAMP' AND RBRAPBC_PIDM = :pidm) WHERE RPTUAPP_AIDY_CODE = :aidy AND RPTUAPP_PIDM = :pidm AND RPTUAPP_PIDM = SPBPERS_PIDM AND RPTUAPP_SSN = SPBPERS_SSN Same as the budget components (without the loan percent)

44. 2015 16th Annual PABUG Conference RORPOST – batch post the loan Category – PLUS_LN (your define this name) Creator ID and User ID – DARYL is our super user Application Code – FINAID Selection ID – 1516_PLUS_LOAN – (Name of the Pop Sel from GLBDATA) Type Code – F Code to Post – FDPL – Fund Code for Parent PLUS Amount Algorithmic Rule – PLUS_LOAN Status – ACPT (award status - Accepted)

45. 2015 16th Annual PABUG Conference

46. 2015 16th Annual PABUG Conference Run Loan Origination

47. 2015 16th Annual PABUG Conference Open to the Floor Questions Comments

48. 2015 16th Annual PABUG Conference Please take time to complete our Conference and Session evaluations. YOUR INPUT MATTERS!!!