Automated BOG Fee Waiver Processing

Nancy Larson

Chris Taylor

Bob Hughes

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About Us

• North Orange County CCD (65,981)– Cypress College (13,056)– Fullerton College (19,745)– School of Continuing Education (33,180)

• Nancy Larson– Financial Aid Coordinator (Fullerton)

• Chris Taylor– IT Specialist

• Bob Hughes– Application Support Manager

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BOG Waiver Volume

• 2004-05 (District)– $6,368,032 BOG Waivers Disbursed– 17,885 Students

• 2005-06 (District)– $6,341,600 BOG Waivers Disbursed– 17,897 Students

Two Approaches:

XAP Application vs

Self-Service BOGW

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XAP BOG Application

http://corp.xap.com/About/Press_Releases/2005-02-17.asp• Benefits:

– they keep it updated annually and provide support

– Information from the admission application feeds to the BOG waiver app

– BOG Application can pre-populate the FAFSA

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XAP BOG Application

• Downside:– Still have to develop and maintain a local

interface– You have to match applications to local

records in Banner– You have to handle applications for students

who aren't going to enroll– Still have to handle the awarding process

locally in Banner– Initial and annual costs to the institution

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Self-Service BOGW

• Benefits:– Students enter information directly in WebSTAR on

their own record – no interface or upload process– Results are immediate – no delays for uploading

application or resolving suspense– No chance of an incorrect match (app loaded to

wrong student)– Data loaded directly into Banner tables – facilitates

the awarding process, minimizes custom table requirements

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Self-Service BOGW

• Downside:– You have to maintain this annually – new data

elements, fields, verbiage, calculations, etc.– More time spent up-front developing the

application

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Phase 1 – Spring 2005

• Application for BOG Waivers for the 05-06 aid year (beginning Fall 05)

• Data entered on-line, stored in the ROBUSDF table

• Student still had to print out and bring in the signature page

• Staff manually made awards based on the receipt of the signature

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Phase 2 – Spring 2006

• Update for 06-07 aid year• Revised application for new fields, calculations• Integrated 'on-line' signature – no paper

signature pages required• Batch process to award BOG waivers• Batch process to post tracking requirements –

keeps the BOG from disbursing when additional information is required

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Application Process Flow

1. Student logs in to Banner Self-Service• Account created following CCCApply upload

2. Clicks on link for BOG Fee Waiver App

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Application Process Flow

3. Select College and Aid Year• Local mods – each campus is a unique aid

year i.e. CC06, FC06• Determines aid year for insert into

ROASTAT (if it doesn’t exist), ROAUSDF

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Application Process Flow

4. Data populated on application if it exists in Banner (e-mail, phone, address, etc.)

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Application Process Flow

5. Required fields are starred (*), Drop down boxes and radio buttons limit choices

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Application Process Flow

6. Intelligent Questioning – Based on student’s age in SPAPERS (27), only Independent student questions are displayed

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Application Process Flow

6. Screen sequence is recorded and updated after each ‘Submit’. Applicants can leave and come back to where they left off. Prevents ‘what-if’ scenarios.

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Application Process Flow

6. Final Screen gives notice of award or request for additional documentation

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Banner Updates

• Batch Posting (RORPOST) used to post award, tracking requirements

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Banner Updates

• Popsels used in Batch Posting uses the values stored in ROAUSDF

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Banner Updates

• If awarded, appropriate BOG award is posted to RPAAWRD

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Banner Updates

• Tracking Requirement for additional documentation is fund specific – doesn’t stop other funds from disbursing

On-Line Demo(https://www.banner-test.nocccd.cc.ca.us:6050/test/twbkwbis.P_WWWLogin)

Questions?