year round pell.ppt - university system of georgia · • school defines summer 2010 (201101) as...
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Year Round PellYear Round Pell
SunGard Higher Education
Introduction
• This session will review the expanded functionality to Year-Round Pell Grant processing with Banner Financial AidAid– Crossover summer aid periods and the ability to assign a
summer session to multiple academic years for Pell purposespurposes
– Awarding the most beneficial Pell payment for cross-over periodsA di d h d l d P ll d l h t– Awarding a second scheduled Pell award only when at least one credit hour is being taken in the next academic period
Year Round Pell
Agenda Slide
• Overview of Year-Round Pell phase 1• Summer 2009
• Year-Round Pell phase 2• New Forms
• Academic Year Rules (RORACYR)• Academic Year Rules (RORACYR)• Financial Aid Crossover Terms (RPRCRSS)
• Changes to existing forms and processes• Year Round Pell Phase 3• Examples
Year Round Pell
Overview of Year Round Pell Phase I
• RTVAPRD– Updated edit on Pell Full Year percentage to allow up to
200% to be entered200% to be entered• RPAAWRD/RPAAPMT/ROAPELL
– Added the Additional Eligibility Indicator which gets automatically checked when a student is above 100% of the scheduled Pell Grant for the aid year
• RNASL10– Updated the edit on the Pell Percent Scheduled Used so
that up to 200% can be entered on a Manual record• REAOR10REAOR10
– Added Additional Eligibility Indicator– Modified edit on the Amount Due to Student field to check
the Pell Maximum limit times 2the Pell Maximum limit times 2
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Overview of Year Round Pell Phase I
• RPEPELL– If student has reached 100% of scheduled Pell award, the
calculation routine checks the student’s enrollment statuscalculation routine checks the student s enrollment status to determine if the student is at least ½ time
• RPEDISB– When disbursing a scheduled award that is above 100%,
the disbursement process checks to ensure the student is enrolled at least ½ time
• REROR10– Process modified to populate the Pell Additional Eligibility
Indicator from the RORSTAT table
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2010-2011 Spring Update Release 7.17/8.7
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Aid Period Validation (RTVAPRD)
Aid Period Validation (RTVAPRD)
• Pell Crossover Indicator• Allows an aid period to be used for Pell Grant processing
P ll h kb d f i t h i t f• Pell checkbox used for instances where assignment of a crossover term for an aid period is needed
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Financial Aid Crossover Terms (RPRCRSS)
Financial Aid Crossover Terms (RPRCRSS)
• Form allows institutions to define financial aid crossover term rules (PELL ONLY)
RPEPELL ill se this table to determine hen a cross• RPEPELL will use this table to determine when a cross over period exists in order to calculate the most beneficial Pell award
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Aid Period Term Rules (RORTPRD)Aid Period Term Rules (RORTPRD)
Aid Period Term Rules (RORTPRD)
• Form now allows crossover summer terms to be added when the Pell indicator on RTVAPRD is checked for the aid periodaid period
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Applicant Pell Grant (ROAPELL)
Applicant Pell Grant (ROAPELL)
• Added Pell Aid Period and Aid Period• Pell Aid period can be assigned on ROAPELL
O l i P ll Aid P i d h t i t• Only assign Pell Aid Period when crossover term is not part of the standard aid year (not same aid year as Financial Aid Process Year on STVTERM)
If t d t i NOT tt di t• If student is NOT attending a crossover term, no need to use a Pell Aid Period for the student
• Aid Period is a display only column
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Batch Posting Rules (RORPOST)
Batch Posting Rules (RORPOST)
• Added new posting code• AP = Pell Aid Period code
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Pell Calculation Process (RPEPELL)
Pell Calculation Process (RPEPELL)
• Added new Parameter (Next Aid Year Code) to allow the process to be executed for 2 aid years i lt lsimultaneously
• The calculation routine has been updated to calculate the scheduled award for both aid yearscalculate the scheduled award for both aid years• Will determine which aid year the crossover term
award should be awarded• Routine will stop doing the automatic calculation
for crossover terms after the Pell Crossover Cutoff Date has been reachedCutoff Date has been reached
• Routine will determine if student is taking at least one credit in next academic period when
di 2 d h d l d dawarding 2nd scheduled award
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Applicant Immediate Process (ROAIMMP)
Applicant Immediate Process (ROAIMMP)
• Old edit on forms only allowed a term to be entered if it was within the Financial Aid Process Term on STVTERMSTVTERM
• New edit allows a crossover term to exist as defined on RPRCRSSdefined on RPRCRSS
• Need to run Immediate Pell Calculation separately for both aid years• For example, if summer crosses 0910 and 1011
the process must be run for 0910 and also for 10111011
• This also applies if Immediate Pell Process is set on ROAUSIO to automatically run from forms
h RBAABUD RNANAsuch as RBAABUD, RNANAxx
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Academic Year Rules (RORACYR)
Academic Year Rules (RORACYR)
• Form allows institutions to define academic years by level
RPEPELL ill se this table to determine b le el hen a• RPEPELL will use this table to determine, by level, when a student has progressed to the next academic period
• This allows RPEPELL to determine if the student qualifies for a second scheduled Pell grant awardqualifies for a second scheduled Pell grant award
Year Round Pell
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Global Institution Financial Aid Options (ROAINST)
Global Institution Financial Aid Options (ROAINST)
• Edit added to ensure that the default aid period code (ROBINST APRD CODE DEF) being entered does not(ROBINST_APRD_CODE_DEF) being entered does not have the Pell Crossover indicator set to Yes
• Credit Hours window modified to allow entry of crossover terms
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Packaging Options (RPROPTS)
Packaging Options (RPROPTS)
• Added Crossover term to the form• Allows the entry of crossover terms that have been
attached to the aid year (RPRDATE block)attached to the aid year (RPRDATE block)• Pell Crossover Cutoff Date added to the Grant Options
windowD fi th d t th t RPEPELL t h ki f• Defines the date that RPEPELL can stop checking for most beneficial Pell payment between crossover periods
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Need Calculation
Need Calculation
• Process will adjust the existing Reduce Need awards to j ginclude any Pell awards in a crossover term which were awarded in the other aid year
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Award Maintenance (RPAAWRD) andAward Maintenance (RPAAWRD) and Package Maintenance (RPAAPMT)
Award Maintenance (RPAAWRD) andAward Maintenance (RPAAWRD) and Package Maintenance (RPAAPMT)
• Added Pell Aid PeriodAdded Crossover Aid Year• Added Crossover Aid Year
• Added Crossover Pell Award
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Summer – Trailer
• School defines Summer 2010 (201030) as part of 09-10 academic year
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Summer - Header
• School defines Summer 2010 (201101) as part of 10-11 academic year
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Disbursement Process (RPEDISB)
Disbursement Process (RPEDISB)
• Process modified to use the Pell aid period, if one exists, instead of the base aid period for the student , pwhen disbursing Pell
• Will perform the same crossover calculations that the Pell calculation process performsPell calculation process performs
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Other Form Updates
Other Form Updates
• RBAABUD, RFRMGMT, ROAMGMT, ROIDISB• Old edit on forms only allowed a term to be
entered if it was within the Financial Aid Process Term on STVTERM
• New edit allows a crossover term to exist as• New edit allows a crossover term to exist as defined on RPRCRSS
• Two Forms not updated for Spring release • Will be included in Summer Release
• Financial Aid Record Maintenance – ROARMAN• Fund Award Term Inquiry RPIFTRM (8 x only form)• Fund Award Term Inquiry – RPIFTRM (8.x only form)
• One Report not updated for Spring release• F/A Student Billing Payment – (RPRSBPR)
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Additional Year Round Pell Functionality or Phase 3
• Determination of the second Pell award based upon EARNED hoursTitl IV f di• Title IV refunding
• SunGard Higher Education delivered Letter generation variables
• Self service display
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Year Round Pell Phase 3• Pell award calculation based on earned hours• Impact of Crossover terms on:
• • Database packages• • Title IV refunding
• Modified:• • Seed data for Financial Aid Letter Generation variables
Year Round Pell
Year Round Pell Phase 3
• Note• Refer to the Year Round Pell Phase 3 - Technical section for
additional details regarding variable changes. ��• Grant reporting to display amounts paid in the crossover aid year• Maximum Pell award for Pell eligible students (via provisions for
I d Ti l IV S d A i Child f C i D dIncreased Title IV Student Assistance to Children of Certain Deceased Members of the U.S.Military)
Year Round Pell
Year Round Pell Phase 3
• NoteRecent legislation provides for increased Title IV student financial assistance for otherwise eligible studentsfinancial assistance for otherwise eligible students whose parent or guardian died as a result of U.S. military service in Iraq or Afghanistan after September 11, 2001. Full eligibility also requires the student to meet2001. Full eligibility also requires the student to meet certain other age and educational criteria (discussed, in detail, later in this section). ��
• Processing additions to support Next Aid Year for Pell Processing additions to support Next Aid Year for Pell calculations (resolves RPEs 1-BKCH83 and RPE 1-BKCH85).
Year Round Pell Phase 3Updated Forms• “Applicant Pell Grant (ROAPELL)” • “Financial Aid Record Maintenance (ROARMAN)” • “Academic Year Rules (RORACYR)” • “Package Maintenance (RPAAPMT)” • “Award Maintenance (RPAAWRD)” • “Return of Title IV Funds Calculation (RPATIVC)”• Return of Title IV Funds Calculation (RPATIVC) • “Fund Award Term Inquiry (RPIFTRM)”
Year Round Pell
Changed Processes Phase 3
• “Financial Aid New Year Roll Process (ROPROLL)” • “Disbursement Process (RPEDISB)”
“Pell Calc lation Process (RPEPELL)” (t o ears online)• “Pell Calculation Process (RPEPELL)” (two years online)• “Financial Aid Student Billing Payment (RPRSBPR)” • “Return of Title IV Calculation Process (RPRTIVC)” • “Return of Title IV Funds Withdrawal Calculation Report
(RPRTIVI)” • “Title IV Recipient Withdrawn (RPRTIVR)” • “Load Calculation routine (UCLRTN)” • “Pell Calculation routine (UCPRTN)”
Year Round Pell Setup
• Aid Period Validation (RTVAPRD)• Financial Aid Crossover Terms (RPRCRSS)• Aid Period/Term Rules (RORTPRD)• Default Award and Disbursement Schedule Rules
(RFRDEFA)/ Fund Award and Disbursement(RFRDEFA)/ Fund Award and Disbursement Schedule Rules (RFRASCH)
• Packaging Options (RPROPTS)g g p ( )• Institution Financial Aid Options (ROAINST)• Fund Management (RFRMGMT)/ Funds
Management (ROAMGMT)• Academic Year Rules (RORACYR)
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Questions & AnswersQ
Year Round Pell
Thank You!
Gary J. DollSungard Higher EducationSungard Higher [email protected]
S G d th S G d l th O Di it l C B L i i d P CAMPUS t d k i t d t d k f S G d D t S t I it
Year Round Pell
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