tj baugus sc lean/agile project manager, c3sc, ellucian l.p. session number: na-1 (north) sb-2...

Introduction to CALB Financial Aid 8.0 (CALBFA)

TJ BaugusSC Lean/Agile Project Manager, C3SC, Ellucian L.P.

Session Number: NA-1 (North) SB-2 (South)

California Community Colleges Banner Group • 2012

•California Dream Act brief overview

•CALBFA 8.0 (October)

•QuestionsThere’s a lot to cover in 50 minutes.


Session Agenda

California Dream ActBrief Overview


If you have a chance to do so, please privately thank baseline development (Mark Kichline, Jan Levsen, and their team) for their work on this state aid project.

California Community CollegesBanner Financial Aid Users Grouphttp://www.edu1world.org/CommonsUS3CBGFinAid


Making the “Dream” Real

•Banner Financial Aid 8.15 (released)

•Ability to load CSAC file records resulting in need analysis and normal finaid functionality to award

Private scholarshipsInstitution financial aidState financial aid


Dream Act in Banner FinAid 8.15

•Important setups details in release guideRelease guide has an important typo.

Download the corrected file that is posted separately.RCRTPTR setups correct info: MAJR and MRTL

are required. CITZ and SBGI are not necessary.Note: Include/add ‘DEFAULT’ for MRTL

(marital)•FAQ 1-18K1RCP California Schools Only: What other

information do I need regarding the California Dream Act processing in Banner Financial Aid that was not in the 8.15 Release Guide?•Review defects 1-185IHUR and 1-186Y2F9California Community Colleges Banner Group • 2012


•Monday 9/17/2012 general Banner Financial Aid overview.

***From: Ellucian: Banner Financial Aid 2012-2013 Summer Update (8.15) Webinar***

This was not specific to the Dream Act topics.•Thursday 9/27/2012 11:00-noon PT, CCC-

only session for Banner FinAid 8.15 Dream ActAnnouncement: http://www.edu1world.org/CommonsUS3CBGFinAid/61821California Community CollegesBanner Financial Aid Users Grouphttp://www.edu1world.org/CommonsUS3CBGFinAid



http://www.edu1world.org/CommonsUS3CBGFinAid/61821

•New process RCPCA13 to load the CSAC dataSimilar to RCBTP13Loads temp table with INFC code ‘CAL’Load multiple flat files, with or without header

records, with file names you pick (don’t use “1213esar.tap”)No SSN parameter (CSAC files use pseudo SSNs,

which is not loaded into ROTPERS and SPBPERS)


New Process to Load CSAC File


RCPCA13 lis file

Copy records with real errors into a new flat file, fix, and reprocess. (Easier than EDE records.)


RCPCA13 log file example

•RCPMTCHRelease guide note – don’t match by SSN since

CSAC file has pseudo SSNs

•RCRTP13 to finish the load

•Need analysis and normal finaid functionality

Use financial aid forms to work with CAL records


After RCPCA13 in FinAid 8.15

•‘CAL’ records load as “unofficial” and will be “current” only if no ‘EDE’ record exists.

Full priority order: EDE, MANUAL, CAL, CSSYou can use overrides.

•Comment codes (RNIMS13) and Rejection Reasons (RNARS13): Still note “FASFA” or “EDE”, but meaning is the same


CA-ISIR Records

•Not allowing ‘error processing’

•Allowing students to re-submit their data

•Allowing US Citizens to submit CSAC application


CSAC Files

•CALBFA 8.0 (October)

•Does not replace Banner FinAid functionality or documentation

Similar to current CALB BOGW: Can use the ‘EDE’ records Banner FinAid loads for BOGW processingExpanded beyond CALB BOGW: Can use the

‘CAL’ records in addition to ‘EDE’


Dream Act in CALBFA 8.0

•BOGW ISIR selects “current” student record In Banner FinAid, ‘CAL’ records load as

“unofficial” and will be “current” only if a current ‘EDE’ record does not exist.You can manually override what’s “current”,

change “official” flag, etc.•Therefore, BOGW ISIR process will select

any “current” record that is either:an EDE official (If it exists, it’s the first choice.)a CAL unofficial or official


‘CAL’ and CALBFA BOGW

•B-ISIR, C-ISIR, or not eligible

•BOGW ISIR notes record source

•BOGW ISIR process parameterEDE records onlyCAL records only (unofficial and official)Or both


‘CAL’ and CALBFA BOGW

California Dream Act Questions?Dream Act related.

Hold general BOGW or CALBFA specific Qs for the next section.


CALBFA 8.0 Overview


If you have a chance to do so, please thank Hank Sredanovich (ActionLine) for his guidance and help and Mary Fran O'Herron (ActionLine) for allowing Hank to be available to us.


Supporting and Aiding

•Moving BOGW processing to CALBFACorrect and enhance BOGWLimit BOGW range of options to ease

development and support issues•Dream Act processing for BOGW

**The release is in jeopardy because of time spent on MIS SF and FA BOGW $0 rework.

Future CALBFA release: Move MIS SF and FA reports


CALBFA 8.0 October 2012**

Expected – verify once released•Banner Financial Aid 8.15•Banner Student 8.3 min – 8.5.3 max•Banner General 8.3 min – 8.5 max•CALB 8.3 min – 8.6.1 max

Patch for GTVDICD form labels and hint text

No direct CALBFA and Report Engine REPT dependency at this time


CALBFA 8.0 Dependencies

•CALBFA is the new location to process BOGW (1314).

•CALB BOGW history-only after 1213Future CALB release will disable processing

•Not migrating data from CALB to CALBFAComplete all processing in 1213 in CALB BOGWNot recommended to split the processing for

an aid year between CALB BOGW and CALBFA BOGW


Moving BOGW to CALBFA

•Aid periods

•9-month budget using PELL budget (was using CAMP budget)

•Multiple exemptions

•Adjustments/reversals (“status” tables)

•Unmet-need limit control for each aid year

•Improve error messages


BOGW Enhancements

•Residency error message confusion

•ISIR process error with negative AGI

•ISIR process recalculate parameter issues

•Problems with posting (exemption does, but award doesn’t)

•Others


BOGW Corrections

•All have “BOGW” in description for searching•S% R%: Some forms and processes are one

to one matches, but not all.SVAREQD RVAREQD (BOGW Required

Documentation)–looks the same

SVASFND RVASFND (BOGW Student Funding)–looks mostly the same with significant

enhancementsSVVBGYR, define BOGW year codes RVABOGW

(BOGW Board of Governors Waiver Control)–Enhanced BOGW to use Banner FinAid aid year code


BOGW Names: CALB vs. CALBFA

•Made the descriptions more completeYou can edit descriptions (and priority order).

•All forms noting them have better labels or descriptions

RVASFND (former SVRSFND) BOGW Method tab labels for the Special MethodsRVASFND Documentation tab labels


BOGW Eligibility Codes

•CALB BOGW SVVBGYR: No validation between BGYR and Banner FinAid aid year

•CALBFA BOGW RVABOGW: Uses the Banner FinAid aid year

Also has the other setups previously defined on SVVBGYRUnmet need limit


BOGW using Aid Year

•CALB BOGW SVAINCR: yearly scripts to load

•CALBFA BOGW RVAINCR: “Create” buttonEnter key data from BOGW regulations to

create rules


BOGW Household Incomes

•CALB BOGW SVAPYMT: Select “payment” and “financial aid” options and setup the codes for it

•CALBFA BOGW RVAPROP: “Processing” options (“payment” “processing/posting”)

Once you add BOGW student data for an aid year, you cannot change these options.Difficulties with reversals


BOGW Processing Setups

•Posting choices (“payment” replaced with “processing/posting”)

Exemption or notAward or Resource

•Combine these and you get


BOGW Processing Choices

Exemption = Yes Exemption = No

Award 1) Post award in finaid2) Post exemption in AR

1) Post award in finaid

Resource 1) Post exemption in ARResource = “Interfaced Resource”

1) Post other resource in finaid

•Exemption setups



•Award setupsUses disbursement date from finaid



•Other Resource setups



•CALB BOGW SVASFND: Everything about student manual application or ISIR data

•CALBFA BOGW RVASFND : The same with many enhancements


BOGW Student Data

•Summary (processing results) Results saved in a tableFormatted for posting choices


RVASFND Tabs

•Dependency Information (same)First part of the manual application

•BOGW MethodSecond part of the manual applicationAdded “manual C” block (‘C’) Load from

Student Aid Report printout


RVASFND Tabs

•ISIR InformationBOGW ‘C’ from EDE/CAL record renamed ‘C-

ISIR’Source record information (EDE or CAL, etc.)Left side is what is save in BOGW tableRight side is what is found in Banner Fin Aid

–Added the Need Analysis Status (“Waiting”)–Added block showing “what the BOGW status will

be if you update BOGW with this finaid data”“Update” button posts from Banner FinAid

(right side) to BOGW (left side)


RVASFND Tabs


RVASFND Tabs

•Documentation – improved labels


RVASFND Tabs

•Processing Messages – varies by setupsExemption and Award


RVASFND Tabs

•Processing Messages – varies by setupsAward (no Exemption)

Exemption with Interfaced Resource

Other Resource (no Exemption)


RVASFND Tabs

•Student aid period (ROASTAT)Periods in the aid period (RORTPRD)

–Terms in the period (RORPRDS): “Student” term controls residency

•BOGW setups (RVAPROP)Award – periodsExemption – termsOther Resource – terms

•Posting to the periods or terms defined on RVAPROP that also exist for the student.•Different students can have different aid periods


Aid Periods

•Post award to periods defined for student’s aid period that are also setup on RVAPROP.

student’s aid period period ↔ BOGW award period

•Post exemption(s) to terms defined for student’s aid period’s period that are also setup on RVAPROP.

student’s aid period period term ↔ BOGW exemption term

•Post other resource to terms defined for student’s aid period’s period that are also setup on RVAPROP.

student’s aid period period term ↔ BOGW other resource term


Aid Periods

•CALB BOGW SVPISIR

•CALBFA BOGW RVPISIR: The same, but many enhancements

Parameters revised for enhancementsStudents with need calc “Waiting” – print with

message and do not updateOutput sort order improvements (separate

students with errors)Improved messages


ISIR Process

•CALB BOGW SVPPYMT (called “payment”)

•CALBFA BOGW RVPBPST: posting/processingStill uses a posting start dateAid periodsMultiple exemptionsAdjustments/reversalsImprove messages


Posting Process

Multi-College Clients•Setups and processing very similar

•Improving GTVDICD labels and hint text for clarity

CALB patch

•Allowing college parameter on the RVPISIR to be ‘multiple’


Senate Bill 1456•BOGW Program requirements that a student

must meet academic and progress standards as defined by the Board Of Governors

•On governor’s desk

•Aware of it while developing CALBFA BOGW


CALBFA 8.0 Questions?California Community CollegesBanner Financial Aid Users Grouphttp://www.edu1world.org/CommonsUS3CBGFinAid

Reminder: Thursday 9/27/2012 11:00-noon PT, CCC-only session for Banner FinAid 8.15 Dream ActAnnouncement: http://www.edu1world.org/CommonsUS3CBGFinAid/61821


http://www.edu1world.org/CommonsUS3CBGFinAid

Q&A Topics from North 3CBG•While Rate code is removed, if you have

custom program to post rate codes, you can still use it.

•On RVASFND, if you add a brand new student that doesn’t have finaid data yet for the aid year:

It will create a RORSTAT (ROASTAT) record.This RORSTAT record will have a default aid

period on it (via a finaid API).


Q after South 3CBG Session •How to handle the January 2013 CSAC files?

This question confused me as I thought the person was asking how to process the January CSAC files in aid year 1213. This morning I confirmed the files will be for aid year 1314. This is to correct my comments.

Per CSAC, the January 2013 will be for aid year 1314. From the site:January 1, 2013 2013-14 California Dream Act Application becomes available for AB 131 Institutional grants, community college fee waivers and Cal Grants for the 2013-14 school year.Install FinAid 8.15 and CALBFA 8.0. Then you

can process the files with RCPCA13, etc. to create CAL records and process them in CALBFA BOGW under aid year 1314.


Q after South 3CBG Session •How to handle the Spring 2013 term?

This is part 2 of the prior question related to the CCCCO 9/6/2012 memo.Example: Dream Act student is eligible by

income level but should only have a BOG Waiver for Spring 2013. (Fall 2012 not eligible by rules.)Use the student residency to control the terms.

–For the Fall 2012 term, use a residency code that is “not eligible for BOGW”.

–For the Spring 2013 term, use a residency code that is “eligible for BOGW”.

–RVPBPST (SVPPYMT) will update each term’s waiver.–This works for CALBFA BOGW and CALB BOGW.


tj baugus sc lean/agile project manager, c3sc, ellucian l.p. session number: na-1 (north) sb-2...

Documents

ede slide

cal records slide

ede records banner finaid

south slide

spbpers slide

186y2f9 slide

cal records load

csac application slide