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

SVVELIGCollege 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

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

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 UpDisplay 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 1DETERMINE 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 – OutputShows 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