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12063 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Banner Financial Aid – Courses that Count in Program - BOF Mark Kichline – Product Owner – Ellucian Emily Panzica – Product Owner – Ellucian Yazid Abuamer – Project Manager – Ellucian Sue Laird – Business Analyst – Ellucian April 13, 2015 Session ID: 12063

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12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Banner Financial Aid – Courses that Count in Program - BOF

Mark Kichline – Product Owner – Ellucian

Emily Panzica – Product Owner – Ellucian

Yazid Abuamer – Project Manager – Ellucian

Sue Laird – Business Analyst – Ellucian April 13, 2015

Session ID: 12063

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Session rules of etiquette

• Please put electronic devices on silent during the session

• If you must leave the session early, please do so as discreetly as possible

• Please avoid side conversation during the session

Thank you for your cooperation!

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Introduction

We will cover the planned features and provide an opportunity for customer feedback

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

1 Project Main Purpose

2 Development Partner Group

3 Project Scope

4 Discussion

Agenda

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Main Purpose

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Main Purpose

US Federal Regulations• Meet US Federal regulatory requirements to only allow a

student to receive US Federal Title IV funds for courses that count towards their degree/certificate

• Institutions outside of the US who disburse US Federal Title IV Direct loans must also comply with these regulations

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Development Partner Group

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Development Partner Group

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Project Scope

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 1

Provide ability to identify if a course in the student’s registration applies to his degree/certificate• US Federal regulatory requirements to only include courses that

count towards a student’s degree/certificate for the calculation of enrollment• Evaluation of courses which apply towards degree/certificate using

• CAPP• Degree Works

• Supported by Student

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 2

Provide the ability to identify eligible remedial courses and count the number of remedial hours attempted

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 3

Provide ability to identify English as a Second Language (ESL) courses

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 4

Provide the ability to identify a course being repeated and the number of attempts of the course• Count includes Withdrawals• Count excludes Withdrawals• Consideration of courses which are legitimate repeats

• e.g. Thesis

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 5

Provide the ability to store the evaluation of the course for counting in program, remedial attempts, repeat attempts with date/time stamp for audit purpose

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 6

Provide the ability to keep the student’s registered course evaluations current• When accessed by process or on-line (ROAENRL), evaluation must

be current as of that point in time

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 7

Provide the ability to calculate the Financial Aid Enrollment based on rules• Include only courses in the student’s program(s)• Number of remedial course hours that may be included in the calculation

of enrollment• Include/exclude ESL courses towards calculation of enrollment• Number of attempts a student may have of a previously passed course• If attendance must be verified (currently within Financial Aid)• Calculations of enrollment must continue to work with current baseline

enrollment evaluations: Excluding course by registration status, grading mode, level, and specific course sections

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 8

Provide the ability to display results of course evaluation on the Financial Aid Enrollment Form (ROAENRL)

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 9

Ensure modifications are non-destructive to current/past enrollment calculations within Financial Aid when release is applied

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 10

Improve performance within Financial Aid processing such as Disbursement by removing continual repeat evaluation using Academic History from Financial Aid and evaluating in Student processing once then only when changes occur

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 11

Provide the ability for administrator to override the determination of the course evaluation process

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 12

Provide Administrators, Registrars, Bursars, Advancement ability to view if courses are included in the student’s program

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 13

Provide the ability for the student to view course evaluations for Financial Aid eligibility in Self-Service or Mobile device

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Requirement 14

Provide the ability for Administrator or Student to evaluate impact of Course/Program changes to Financial Aid eligibility

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Discussion

12063© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID

Thank you!Mark Kichline – Product Owner – Ellucian

Emily Panzica – Product Owner – Ellucian

Yazid Abuamer – Project Manager – Ellucian

Sue Laird – Business Analyst – Ellucian

Please complete the online session evaluation form.• Via your registration account Log into your registration account at

https://ellucianlive2015.smarteventscloud.com/connect/publicDashboard.ww

• choose the link to “Surveys”.

Session ID 12063