Financial Aid 2016 New Year Checklist

Banner Financial Aid2016-2017 New Aid Year Checklist Release 8.25January 2016/nWithout limitation: Elluci an®, Banner®, Colleague®, and Luminis® are trademarks of the Ellucian group of companies that are reg istered in the U.S. and certain other countries; and Ellucian AdvanceŽ, Ellucian Course SignalsŽ, Ellucian Degree WorksŽ, Ellucian PowerCampus Ž, Ellucian RecruiterŽ, Ellucian Sm artCallŽ, are also trademarks of the Ellucian gr oup of companies. Other names may be trademarks of their respective owners. © 2016 Ellucian Contains confidential and proprietary inform ation of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written li cense agreements between Ellucian and the licensee in question. In preparing and providing this publication, Ellucian is not rendering legal, accounti ng, or other similar professional service s. Ellucian makes no claims that an institution's use of this publication or the soft ware for which it is provided will guarantee compliance with ap plicable federal or state laws, rules, or regulations. Each organiza tion should seek legal, accounting, and other similar professional services from competent providers of the organization's own choosing. Ellucian 4375 Fair Lakes Court Fairfax, VA 22033 United States of America /n 32016-2017 New Aid Year Checklist |Contents Contents Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Documentation corrections/clarifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 New Year Start-Up Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Financial Aid New Year Roll Process (ROPROLL) . . . . . . . . . . . . . . . . . . . . . . . . . 5 Common Functions Module (RESCOMN) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Data Management Module (RESDATA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Need Analysis Module (RESNEED) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Requirements Tracki ng Module (RESTRACK) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Aid Year Budgeting Module (RESAIDYBUDG) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Period Budgeting Module (RESPRDSBUDG) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Funds Management Module (RESFUND) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Packaging And Disbursement Module (RESPACK) . . . . . . . . . . . . . . . . . . . . . . . . 26 Loan Processing Module (RESLOAN) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Electronic Data Exchange (EDE) Module (RESEDE) . . . . . . . . . . . . . . . . . . . . . . . 33 Student Employment Module (RESEMPL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Athletic Module (RESATHL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Schedule A Š System validation and rules form reference . . . . . . . . . . . . . . . . . . 36 Schedule B Š Delivered system required data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Tables Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 /n 42016-2017 New Aid Year Checklist |Introduction IntroductionDocumentation corrections/clarifications Any corrections/clarifications to this documentation that arise, subsequent to its posting, will be documented in the, Are there any corrections/clarifications to the documentation for Banner Financial Aid 2016-2017 New Aid Year Checklist? , Article # 000034862, and made available through the Ellucian Support Center ( http://www.ellucian.com/Solutions/ Ellucian-Client-Support/). Please refer to the Article periodically as you use to this document. OverviewThe intent of this document is to ensure that you have set up the required tables for new aid year processing. Note: You can also use this document to assist in a new implementation of Banner Financial Aid. This checklist begins with a description of the Financial Aid New Year Roll process (ROPROLL). The ROPROLL process helps you to set up your Financial Aid system for the new aid year by rolling selected rules from one aid year to the next. Following the description of the ROPROLL process, the checklist is organized by Financial Aid module. The order in which you set up each module is not important. This document ends with a listing of system validation forms and system tables required for Financial Aid processing. The following special characters are used throughout the checklist to indicate if a form is required and why it is. An asterisk beside the form name indicates that the form is an optional system form. A double asterisk distinguishes those forms within a specified module that are required if Banner Human Resources or Banner Finance is installed. +A plus sign denotes those forms within a specified module that are required if you implement the specific function (for example, automatic packaging). /n 52016-2017 New Aid Year Checklist |New Year Start-Up Checklist New Year Start-Up Checklist Financial Aid New Year Roll Process (ROPROLL) The ROPROLL process rolls over (copies) selected aid year-specific information from one aid year to the next. Through the process parameters, you have the option to select which rules will be rolled to the new aid year. Parameters 3 through 11 default to Y and Parameters 19 through 21 default to N. If you do not wish to use a certain parameter, you will need to change the parameter value to N. You can determine if th e roll was successful by printing or reviewing online the ROPR OLL output file created by this process. Warning! If you manually enter rules for a module on the RORRULE, RORWEBQ, RORWTAB, RORWTXT, RPRALGR, RBRABRC, or RORALGO forms before you run ROPROLL, the rules that you have entered manually will not be overwritte n. ROPROLL will only roll rules that do not yet exist for the new aid year. Example: You have entered a tracking rule for a group, INDVER, on RORRULE for the 2016-2017 aid year, but have not entered rules for other tracking groups. When you run ROPROLL for 2016-2017, the process will perform the Tr acking Rules Roll step, if you select it, but it will not update the rules for the INDVER tracking group. Use the following checklist to assist you in running the ROPROLL process. Note: The ROAINST value for IM/EFM Need Calculation Installed will be updated automatically when the applicable code for the IM Need Calculation process is installed (E arly Decision Release or Winter Release). The ROAINST value for Banner FM Need Calculation Installed will be updated when the applicable code for the FM Need Calculation process is installed (Winter Release). /n 62016-2017 New Aid Year Checklist |New Year Start-Up Checklist ___Step 1: Set up Institutional Options (ROAINST/ROAUSIO or Parameter 11) -- Set up data on ROAINST and ROAUSIO for the ne w aid year. You can do this manually on ROAINST and ROAUSIO before you ru n ROPROLL, or you can use Parameter 11 to perform this step automatically when you run ROPROLL. Data will only be rolled if it does no t already exist in the new aid year. Financial Aid Options (Parameter 11) -- Perform roll of Financial Aid Options data. This parameter rolls the aid year-specific Financial Aid Options data for the current aid year to the new aid year. If you select to use this option, values for parameters 12 through 18 must be entered. Tables which are rolled incl ude: ROBINST and RORINID. Review the aid year-specific forms outlined in the Financial Aid Options Module section to assure that the aid year-required changes are made. Note: When defining a default Aid Period code, ensure that Periods have been associated with the Aid Period on RORTPRD prior to creating Applicant records for the aid year. ___Step 2: (optional) Parameters for Financial Aid Options Roll (Parameters 12-18) -- Enter values for Parameters 12 through 18 if you have selected to use Parameter 11 to roll the Financial Aid Options data. ŁParameter 12 -- Active Indicate if this is an active aid year or not. Values are [A]ctive or [I]nactive. ŁParameter 13 -- Pivot Date Enter the pivot date (DD-MON-YYYY). ŁParameter 14 -- Aid Year Description Enter a description to identify the aid year (up to 30 characters). ŁParameter 15 -- Aid Year Start Date Enter the full date the aid year begins (DD-MON-YYYY). ŁParameter 16 -- Aid Year Start Year Enter the year the aid year begins (YYYY). ŁParameter 17 -- Aid Year End Date Enter the full date the ai d year ends (DD-MON-YYYY). ŁParameter 18 -- Aid Year End Year Enter the year the aid year ends (YYYY). ___Step 3: From and To Aid Year Code (Parameter 01 and Parameter 02) -- Select the Aid Year to roll. Indicate in Parameter 01 the current aid year from which you want to roll the financial aid data. Indicate in Parameter 02 the new aid year into which you want to roll the financial aid data. /n 72016-2017 New Aid Year Checklist |New Year Start-Up Checklist ___Step 4: Group Selection Rules Roll ( Parameter 03) -- Perform Roll of Group Rules. This parameter rolls Group Assignment Rules, Fund Awarding and Disbursement Rules, and Group Packaging Awarding Rules found in the current aid year to the new aid year. Review the aid year-specific forms outlined in each module to assure that the aid year-required changes are made. Tables which are rolled include RORGDAT, RORCMPL, RORGSQL and RPRALGR. (Records with inactive rules on RORGDAT and RPRALGR and records with inactive Algorithmic Packaging Group Codes on RTVALGR will not be rolled.) Both simple and expert (compiled) rules are being rolled. It is unnecessary to compile the rolled rules for use in processing. Review the sections of this document devoted to the modules for the RORRULE form to assure that data within the rules is valid for the new aid year. ___Step 5: Fund Aid Year-Specific Roll ( Parameter 04) - Perform roll of fund data. This parameter rolls the aid year-specific Funds Management Rules found in the current aid year to the new aid year. If this step is selected, review the aid year- specific forms outlined in the Funds Management module to assure that the aid year-required changes are made. Tables which are rolled include: RF RASPC, RFRCOMM, RFRBCMP, RFRDETC, RFRTREQ, RFRMESG, RPBLOPT, RORENRR and RPRSSFS. (Records in RFRTREQ and RPBLOPT with an inactive Tracking Requirement Code on RTVTREQ will have the Tracking Requirement Code set to NULL.) Review the Funds Management Section of this document for the specified forms to ensure that data within the rules is valid for the new aid year. ___Step 6: Aid Year Budgeting Rules Roll ( Parameter 05) - Roll aid year budget data. This parameter rolls selected aid year-specific Budgeting Rules found in the current aid year to the new aid year. If this step is selected, review the aid year-specific forms outlined in the Aid Year Budgeting Module section to assure that the aid year- required changes are made. Tables which are rolled include: RBRCOMP, RBRGMSG and RPRSSAB. (Records with inac tive Budget Group Codes on RTVTGRP will not be rolled.) Review the Budgeting Module of this document for the forms RBRCOMP and RORMESG to assure that data within the rules is valid for the new aid year. /n 82016-2017 New Aid Year Checklist |New Year Start-Up Checklist ___Step 7: Tracking Rules Roll ( Parameter 06) - Perform roll of tracking data. This parameter rolls selected aid year-specific Tracking Rules found in the current aid year to the new aid year. If this step is selected, review the aid year-specific forms outlined in the Tracking Module section to assure that the aid year-required changes are made. Tables which are rolled include: RRRGREQ and RRRTMSG. (Records with inactive Tracking Group Codes or inactive Tracking Requirement Codes on RTVTGRP will not be rolled.) Review the Tracking Module section of this document for the forms RRRGREQ and RORMESG to assure that data within the rules is valid for the new aid year. ___Step 8: Packaging Rules Roll ( Parameter 07) - Perform roll of packaging data. This parameter rolls selected aid year-specific Packaging Rules found in the current aid year to the new aid year. If this step is selected, review the aid year-specific forms outlined in the Packaging Module section to assure that the aid year-required changes are made. Tables which are rolled include: RORA UDT, RPBOPTS, RPRGGAP, RPRGSHP, RPRGEQY, RPRDEFG, RPRDEFE, RPRDEFS, RPRFSRC, RPRFCAT, RPRGFND, RPRCLSS, RPRDEGR and RPRMAJR. (Records on RPRDEFE, RPRDEFG, RPRDEFS, RPRGEQY, RPRGGAP, RPRGSHP, and RPRGFND with inactive Algorithmic Packaging Group Codes on RTVALGR will not be rolled.) Review the Packaging Module section of this document for the forms RPRAUDT, RPROPTS, RPRDEFR, RPRPCKR, RPRGFND, RPRCLSS, RPRDEGR, RPRMAJR, RPRFSRC, RPRFCAT, and RPRALGR to assure that data within the rules is valid for the new aid year. ___Step 9: Common Functions Rules Roll ( Parameter 08) - Perform roll of common data. This parameter rolls select ed aid year-specific Common Functions rules found in the current aid year to the new aid year. If this step is selected, review the aid year- specific forms outlined in the Common Functions Module section to assure that the aid year required changes are made. Tables which are rolled include: RORUSER, RORPOST, RORALGO, RCRINFR, RCRINFC, RORCAMP, RORCLVE, RORCODI, RTVINTL, RORWEBQ, RORWBQA, RORWSQ L, RORWTAB, RORWTXT, RORWEBR, RORWEBA, RPRSSCS, ROBAPRD, ROBSAYR, RLRDMPO, RLRDMPS. (Records in RO RCAMP with an inactive Pell Fund Code on RFRBASE will have the Pell Fund Code set to NULL.) Review the Common Functions Module section of this document for the forms RORUSER, RORPOST, RORALGO, RCRDTSR, RORCODI, ROAUSIO, ROAINS T, RORBBAY, RORPRDS, RORSAYR, RORWEBQ, RORWBQ A, RORWSQL, RORWTAB and RORWTXT to ensure that data within the rules is valid for the new aid year. /n 92016-2017 New Aid Year Checklist |New Year Start-Up Checklist ___Step 10: Student Employment Rules Roll ( Parameter 09) - Perform roll of employment data. This parameter rolls selected aid year-specific Student Employment rules found in the current aid year to the new aid year. If this step is selected, review the aid year-specific forms outlined in the Student Employment Module section to assure that the aid year-required changes are made. Tables which are rolled include: RJRPLRL. Review the Student Employment Module section of this document for the form RJRPLRL to assure that data within the rules is valid for the new aid year. ___Step 11: Athletic Data Roll (Parameter 10) - Perform roll of athletic data. This parameter rolls selected aid year-specific athletic data found in the current aid year to the new aid year. If this step is selected, review the aid year-specific forms outlined in the Athletics Module section to assure that the aid year-required changes are made. Tables which are rolled include: RARPAGD and RARPAGS. Review the Athletic Module section of this document for the RAAPAGD form to assure the data within the rules is valid for the new aid year. ___Step 12: Period Budget Ru les Data Roll (Parameter 19) - Roll period budget rules data. This parameter rolls selected aid year-specific Period Budget rules found in the current aid year to the new aid year. If this step is selected, review the aid year-specific forms outlined in the Period Budget Module section to assure that the aid year-required changes are made. Tables which are rolled include: RBRABRC, RBRBCAT, RBRPBCP, RBRPBGP, RBRPBTP and RPRSSPB. ___Step 13: Period Budget Detail Data Roll (Parameter 20) - Roll period budget detail data. This parameter rolls selected aid year-specific Period Budget detail data found in the current aid year to the new aid year. If this step is selected, review the aid year- specific forms outlined in the Period Budget Module section to assure that the aid year-required changes are made. Tables which are rolled include: RBRPGPT, RBRPELL, RBRPBDR, RBRPMSG, RFRPCMP. ___Step 14: Algorithmic Support Data Roll (Parameter 21) - Roll algorithmic support data. This parameter rolls select ed aid year-specific algorithmic support data found in the current aid year to the new aid year. If this step is selected, review the aid year- specific forms outlined in the Algorithmic Support Module section to assure that the aid year-required changes are made. Table which is include: RORALGS. /n 102016-2017 New Aid Year Checklist |New Year Start-Up Checklist Common Functions Module (RESCOMN)Review the following non-aid-year-specific fo rms within the Common Functions Module to assure that the codes meet the requirements for the new aid year. If you use Ellucian Recruiter, you need to set your Integration Rules for the New Year for each Integration User on RORINTR. If you ran the ROPROLL process to roll the Common Functions information or the Group Selection information, review the forms that follow to assure that new aid year-required changes are made. If Group Selection Information was rolled, review all applicable simple and expert rules on the RORRULE form. Additionally, review ROAINST to determine if changes need to be made to exclude course levels by Student Level. Use this checklist to assist you with yo ur setup of the Common Functions Module. ŁRTVAPRDŁ RTVHOLDŁRTVMESGŁRTVSAPRŁROALOGC ŁRORWVARŁRORNYVDŁRTVWEBQŁRTVWTXTŁRTVELTM ŁRORELTRŁRORELTFŁRTVWVARŁRORRPCXŁRORTADM ŁRORTESCŁRTVENRRŁROAINST (this form is aid year specific)ŁRTVALGOŁRTVSAYR ŁRORUSERŁ RORPOSTŁ RORCODIŁ ROAUSIOŁ RCRDTSR ŁRORWTXTŁRORWBQAŁRORENRRŁRORALGOŁROBAPRD ŁRORBBAYŁRORSAYRŁRPRSHOP Common Functions ModuleAid Year-Specific Forms _RORPRDS Create period definitions for use in the new aid year. PrerequisitesComments STVTERMTerms must be set up on STVTERM to be used in period definitions for the new aid year. /n 112016-2017 New Aid Year Checklist |New Year Start-Up Checklist _ROAINST/ _ROAUSIO Create new aid year definition and aid year-specific institutional options. Although fiCurrent Term Code" on the Options Tab of ROAINST is not a required column, it must be populated if you are using the RCPCTxx or RCBTPxx processes. RTVTREQ RTVTRST RTVAPRD RTVSAPR RTVTGRP RTVBGRP RTVPGRP STVLEVLCreate a new aid year before you enter the system rules forms. If you do not use the standard Banner aid year format (e.g., 1617), you must cu stomize the system-required tables to reference your aid year definition (refer to Schedule B). PrerequisitesComments RORPRDSEnsure periods are setup to use on the Options Tab on ROAINST for fiCurrent Periodfl and on the Credit Hours Tab. _RORDATAReview the indicators for logging and Pell corrections to ensure that these fields are correctly set for the new aid year. PrerequisitesComments The release for the new aid year is installed. Values are delivered on this form with the new aid year updates of Banner Financial Aid. These values only become available with the install of the Winter release in January. _RORBBAY PrerequisitesComments Define the Borrower-Based Academic Year data that will be used for the new aid year. Note: Starting with the 2015-2016 aid year, your Direct Loan Academic Year dates and your disbursement schedules are setup on RORBBAY (for BBAY processing). Common Functions ModuleAid Year-Specific Forms (continued) /n 122016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RORSAYR PrerequisitesComments RTVSAYRDefine the Scheduled Ac ademic Years that will be used for the new aid year. If the Scheduled Academic Years were rolled, update the start and end date of each SAY and add the periods that are included in the definition of the SAY. Note: Starting with the 2015-2016 aid year, your Direct Loan Academic Year dates and your disbursement schedules are setup on RORSAYR (for SAY processing). _ROBAPRD PrerequisitesComments Define the aid periods that will be used for the new aid year. Review and/or update the Scheduled Academic Year (SAY) codes for each aid period. _RORTPRDAssociate periods from RORPRDS to aid periods for the new aid year. Update the start and end dates of each period in the aid period to correctly reflect the dates of the enrollment/payment period. The start and end dates of the periods for the aid period assigned to the student are used for determining the loan period and payment period dates. Note: An Aid Period used as a default on ROAINST should be created on RORTPRD with appropriate Periods to ensure the Applicant Period Status records (RORPRST) are created properly. PrerequisitesComments ROAINST RTVAPRD RORPRDS RTVSAYR ROBAPRD RORSAYR (for SAY processing) RORBBAY (for BBAY processing) Ensure that rules are setup for all aid periods that you will use. Common Functions ModuleAid Year-Specific Forms (continued) /n 132016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RORUSER Define optional institutionally de fined field definitions for new aid year as needed. PrerequisitesComments ROAINST _RORALGODefine general algorithmic rules that will be used for the aid year. PrerequisitesComments RTVALGO _RORPOSTDefine batch posting rules for the new aid year as necessary. PrerequisitesComments ROAINST GLRAPPL GLRSLCT Related Validations RORALGOYou must define Selection IDs on GLRSLCT under the defined Financial Aid application in order to complete the RORPOST rules.These rules are not required in order to process financial aid for the new year unless batch posting is a requirement. Be sure that the RTVPTYP validation form contains the necessary system required values. Review any Algorithmic Rules you will be using for the Batch Posting Process. _RORENRRUpdate or define enrollment rules for the new aid year as necessary. Prerequisites RTVENRR _RPRSHOPUpdate or define the Aid Year Budget Setup for the new year as necessary. Prerequisites RORCAMP Common Functions ModuleAid Year-Specific Forms (continued) /n 142016-2017 New Aid Year Checklist |New Year Start-Up Checklist Data Management Module (RESDATA) Prior to building aid year-specific rules, review the following non-aid-year-specific forms within the Data Management Module to assure that the codes meet the requirements for the new aid year. These forms can be found in the Data Management Menu (RESDATA) under the Financial Aid Common Functions Menu (RESCOMN). Use the following checklist to assist you in your setup of the Data Management Module. ŁRTVINFCŁ RCRTPTRŁ GTVCMSCŁ GORCMSC ŁGORCMRLŁ GORNAMEŁ RCRDTSRŁ ROAINST/ ROAUSIO(these forms are aid year- specific). Data Management Module Aid Year-Specific Forms _ROAINST Populate year-specific fields. _GORCMRL _RCRDTSR Create Data Source Matching Rules for the new aid year for batch and online matching. PrerequisitesComments RTVINFC GTVCMSC GORCMSC _GJAPDFTCreate a Saved parameter set for RCRTPxx for each Data Source (e.g. CSS, EDE, CAL) for the new aid year for each user loading records online from suspense Financial Aid Suspended Records Maintenance (RCRSUSP). /n 152016-2017 New Aid Year Checklist |New Year Start-Up Checklist Need Analysis Module (RESNEED)Review these Need Analysis Module forms prio r to building aid year-specific rules to ensure that the codes meet the requirements for the new aid year. Note: The following steps for Pell grant processing are necessary when you perform the online Need Analysis calculation because this process may include the Pell calculation as a secondary phase. You are not required to complete these steps if you only run the Need Analysis calculation exclusively in batch mode or you have prevented the Automatic Pell Calculation on ROAUSIO. Use the following checklist to assist you in your setup of the Need Analysis Module. ŁRORPRDSŁRORTPRDŁRPROPTSŁROAINSTŁRFRMGMT ŁRPRCLSSŁRFRDEFAŁRORCODIŁROAUSIOŁRFRASCH ŁRTVCCOE Need Analysis ModuleAid Year-Specific Forms _RPROPTS Check the following packagi ng fields for the new aid year. PrerequisitesComments ROAINST ROAUSIO RTVTRST STVTERM RORPRDS Set the Estimated Enrollment Indicator to Y if you want to permit the use of an applicant 's estimated enrollment for a Pell or TEACH Grant in packaging. Enter a value in the Default Estimated Enrollment field for those cases in which an applicant™s estimated enrollment does not exist (1 - Full Time, 2 - 3/4 Time, or 3 - Half Time). _ROAINST/ _ROAUSIO Review the Global Institution Financial Aid Options form for the new aid year. PrerequisitesComments Check to see if all fields on the Options and Defaults tabs of the ROAINST form have been completed. /n 162016-2017 New Aid Year Checklist |New Year Start-Up Checklist Requirements Tracking Module (RESTRACK) Review the following forms before you create aid year-specific rules for the Requirements Tracking Module to ensure that the codes meet the requirements for the new financial aid processing year (i.e., add the necessar y aid year-specific tracking requirements). _ROAUSIOReview the U.S. Specific Institution Financial Aid Options form for the new aid year. PrerequisitesComments ROAINSTCheck to see if all fields in the Institutional Defaults, Campus Defaults, and Grant and EDE sections of the ROAUSIO form have been completed. _RFRMGMTReview the Fund Management form for the new aid year and fund code. PrerequisitesComments RFRBASE RTVAWST Enter the necessary data on the RFRMGMT form for the Pell and TEACH fund codes for this aid year. _RPRCLSSReview the Class Code Tr anslation form for this aid year. PrerequisitesComments STVLEVL STVCLAS Use the RPRCLSS form to convert the Banner Student level code and class code combinations into Banner Financial Aid class codes. Ensure that you have a rule for each level code with a NULL class code. _RTVCCOEReview to ensure that either the actual CSS Nation Code from RTVCCOE exists on STVNATN, or the appropriat e Nation Code from STVNATN is set up in the RTVCCOE Crosswalk Code for the nation. PrerequisitesComments The Nation Codes and Country Coefficients for RTVCCOE are delivered each aid year with the Early Decision release so the data must be checked each year prior to performing dataload. ŁRORPRDSŁROAINSTŁRTVTGRP ŁRTVTREQŁROAUSIO Need Analysis ModuleAid Year-Specific Forms (continued) /n 172016-2017 New Aid Year Checklist |New Year Start-Up Checklist If you ran the ROPROLL process to roll the Tr acking information or the Group Selection information from the current aid year to the new aid year, review the forms that follow to assure that new aid year required changes are made. If you rolled Tracking information, review the following forms. If you rolled Group Selection Rules, review all applicable simple and expert rules on the RORRULE form. Use the following checklist to assist you in your setup of the Tracking Module. ŁRRRGREQŁRORMESG Tracking Module Aid Year-Specific Forms _RRRGREQAssociate tracking requirements to tracking groups for the new aid year. Use the Copy function to copy group rules from the prior year to the new year. PrerequisitesComments RTVTGRP RTVTREQ ROAINST _RORRULECreate Group Assignment Rules for the new aid year. Use the Copy function to copy group rules from the prior year to the new aid year. PrerequisitesComments RTVTGRP ROAINST Check the values in the rules to ensure that you do not need to update hard coded dates. Use ROIGRPI to verify that you set up all required rules for the new aid year (the Rules Exist Indicator is set to Y). Confirm that the Default Group Code exists on ROAINST for the new aid year. Use ROIGRPI from the prior year to derive the Priority Codes on RTVTGRP for the new aid year. Ensure that Group Assignment Rules that use the ROVA2xx, ROVADxx, ROVA Mxx, ROVAYxx, ROVSAxx, and ROVSTxx views utilize the new aid year. You should review the above views to be sure they meet your aid year definition. Some views are hardcoded with the aid year (e.g. fi1617fl would signify the 2016-2017 Aid Year). Other views use the ROBINST_AIDY_START_YEAR AND ROBINST_AIDY_END_YEAR instead of a hardcoded aid year (in this situation, may need to modify the view if you use multiple aid year codes with the same start and end years). /n 182016-2017 New Aid Year Checklist |New Year Start-Up Checklist Aid Year Budgeting Module (RESAIDYBUDG) Review the following forms before you create aid year-specific rules for the Aid Year Budgeting Module to assure that the codes meet the requirements for the new aid year. If you ran the ROPROLL process to roll the Aid Year Budgeting information or the Group Selection information from the current aid year to the new aid year, review the forms that follow to assure that new aid year required changes are made. If you rolled Aid Year Budgeting information, review the following forms. If Group Selection information was rolled, review all applicable simple and expert rules on the RORRULE form. _RORMESGAssociate new messages to tracki ng requirement codes for use in Tracking Letter Generation. PrerequisitesComments RTVMESG ROAINST RTVTREQ Set up new message codes on the Message Code Validation (RTVMESG) form. Make sure that you update messages which may contain dated information that is hard-coded within the text. _RORPRDSCreate period definitions for use in the new aid year as period specific tracking requirements on RRAAREQ. PrerequisitesComments STVTERMTerms must be set up on STVTERM to be used in period definitions for the new aid year. ŁROAINSTŁ RTVAPRDŁ RTVBTYP ŁRTVCOMPŁ RTVBGRPŁ RBRGTYP ŁROBAPRDŁRTVSAYRŁRORSAYR ŁRORBBAY ŁRBRCOMPŁ RORMESGŁ RPRSHOP Tracking Module Aid Year-Specific Forms (continued) /n 192016-2017 New Aid Year Checklist |New Year Start-Up Checklist Use the following checklist to assist you in your setup of the Budgeting Module. Aid Year Budgeting Module Aid Year-Specific Forms _RBRCOMP Create budget component associations to Budget Group/Type/Period combinations. PrerequisitesComments RTVBGRP RBRGTYP RTVAPRD ROBAPRD RTVCOMP Create full 100% budgets first. You need to create prorated budgets if you do not want strict prorating of all component amounts. (You can only build 100% budgets for Pell budgets.) Use the Copy function to copy rules to the new aid year. After you copy the rules, use the adjustment functionality to update component amounts. Use RBIBUDG to track those budgets which have been built for the new aid year. _RORMESGAssociate budget messages to budget groups for use in award letter generation (if you desire). PrerequisitesComments RTVMESG RTVBGRP Set up new message codes on RTVMESG. Review messages from the previous year to ensure that hard-coded date information is not embedded within the text of the message. /n 202016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RORRULE Create Budget Group Assignment Rules for the new aid year. PrerequisitesComments ROAINST RTVBGRP Use the Copy function to copy group assignment rules to the new aid year. Use ROIGRPI to assure that you build all required rules. Check values in the rules to ensure that you do not need to update hard-coded dates. If you use ROVA2xx, ROVADxx, ROVAMxx, ROVAYxx, ROVSAxx, and ROVSTxx views, be certain that you use the correct aid year view. You should review the above views to be sure they meet your aid year definition. Some views are hardcoded with the aid year (e.g. fi1617fl would signify the 2016-2017 Aid Year). Other views use the ROBINST_AIDY_START_YEAR AND ROBINST_AIDY_END_YEAR instead of a hardcoded aid year (in this situation, may need to modify the view if you use multiple aid year codes with the same start and end years). Confirm that the Default Budget Group Code exists on ROAINST for the new aid year. Use ROIGRPI from the prior year to derive priority codes for the new aid year on RTVBGRP. _RPRSHOPUpdate or define the Aid Year Budget Setup for the new year as necessary. Prerequisites RTVCOMP Aid Year Budgeting Module Aid Year-Specific Forms (continued) /n 212016-2017 New Aid Year Checklist |New Year Start-Up Checklist Period Budgeting Module (RESPRDSBUDG)Review the following forms before you create period-specific rules for the Period Budgeting Module to assure that the codes meet the requirements for the new aid year. If you ran the ROPROLL process to roll the Period Budget Rules information from the current aid year to the new aid year, review the forms that follow to assure that new aid year required changes are made. If you rolled Period Budgeting Rules information, review the following forms. If you rolled Period Budgeting Detail information, review the following forms. If Group Selection information was rolled, review all applicable simple and expert rules on the RORRULE form. Use the following checklist to assist you in your setup of the Period Budgeting Module. ŁROAINSTŁRTVAPRDŁRTVPBGPŁRTVPBTP ŁRTVPBCPŁRTVBCATŁRTVABRCŁROBAPRD ŁRTVSAYRŁRORSAYRŁRORBBAY ŁRBRABRCŁRORALGSŁRPRSHOP ŁRBRPBDRŁRBRPBGR Period Budgeting Module Aid Year-Specific Forms _RBRPBYRCreate perio d budget groups, type s, categories and components for the aid year. PrerequisitesComments RTVPBGP RTVPBTP RTVBCAT RTVPBCP Review all groups, types, categories and components that were rolled from the prior year to ensure they are valid for the current aid year. _RBRPBGRCreate period budget group type associations and Full Time/Full Year Pell Budget Components. PrerequisitesComments RBRPBYR RBRABRC Review all types and Pell budgets that were rolled from the prior year to ensure they are valid for the Budget Group for the current aid year. /n 222016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RBRPBDR Create period budget component associations to Budget Group/Type/Period combinations. PrerequisitesComments RBRPBYR RORPRDS The form can be used to set up a budget component for a Budget Group and Budget Type that is valid for the entire aid year or a particular period. If a you do not include a Period in the setup, that budget components will be used for any period associated with the aid year where period specific rules have not been defined. If you set up budget components for a particular period then those components will be used for that period. Use the Copy function to copy rules to the new aid year. After you copy the rules, use the adjustment functionality to update component amounts. _RBRABRC+Create optional algorithmic budgeting rules for the new aid year. Note that maintenance to algorithmic budgeting rules is only necessary if you use algorithmic rules within period budgeting. Prerequisites RTVABRC RORALGS _RORALGSCreate optional algorithmic sup port rules to be used in algorithmic budgeting rules. Note that maintenance to algorithmic support rules is only necessary if you use algorithmic rules within automatic packaging. _RPRSHOPUpdate or define the Period Budget Setup for the new year as necessary. Prerequisites RTVPBCP Period Budgeting Module Aid Year-Specific Forms (continued) /n 232016-2017 New Aid Year Checklist |New Year Start-Up Checklist Funds Management Module (RESFUND)Review the following forms before you create aid year-specific rules for the Funds Management Module to assure that the codes meet the requirements for the new aid year. If you ran the ROPROLL process to roll the Fund information or Group Selection information from the current aid year to the new aid year, review the forms that follow to assure that new aid year-required changes are made. If Fund information was rolled, review the RFRMGMT form. Note: As a reminder, the Parent PLUS loan requires a FAFSA to be filed. Any fund codes used for Parent PLUS loan processing must have the fiNeed Analysisfl flag checked on RFRMGMT. If Group Selection information was rolled, review all simple and expert Fund Awarding and Fund Disbursement rules on the RORRULE form. Use the following checklist to assist you in your setup of the Funds Management Module. ŁRORPRDSŁROAINSTŁROAUSIOŁRTVFTYP ŁRTVFSRCŁRORTPRDŁRFRBASEŁRTVAWST ŁRORENRRŁRPRSHOP Funds Management Module Aid Year-Specific Forms _ROAUSIO Check Use Multi-Award Years Perkins MPN field on the Institution Loan Options window if you use the Multi-Award Years Perkins MPN at your institution.PrerequisitesComments ROAINSTCheck to see if all fields in the Institutional Defaults, Campus Defaults, and Pell and EDE sections of the ROAINST form have been completed. _RFRMGMTBuild aid year-specific data for each fund that you intend to use from RFRBASE in the new aid year. PrerequisitesComments RTVAWST RTVCOMP RTVTREQ RTVMESG TSADETCUse budget totals from the prior year to help determine over-commitment rates for the new aid year. /n 242016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RFRDEFA Create period award and disbursement default schedules for the new aid year by aid period. PrerequisitesComments ROBAPRD RTVAPRD RORPRDS RORTPRD RTVSAYR RORSAYR ROAINST RORBBAY RPROPTS Banner uses these default rules when you do not specify fund specific award and disbursement rules (RFRASCH). The Memo Expiration Date is required if funds are able to be memoed. The disbursement date initially defaults from the period cut-off date as you define it on RPROPTS for the new aid year. If you do not define cut-off dates, Banner defaults the start date of the period from RORPRDS. _RFRASCHCreate optional period award and disbursement schedules for the new aid year by aid period and fund code. PrerequisitesComments ROAINST RORPRDS RORTPRD RTVSAYR RORSAYR RORBBAY RFRMGMT RFRDEFA You only need to define these rules if a different award and/or disbursement schedule is unique to the specific fund code. If you use the Create Record function, Banner initially defaults schedules from RFRDEFA for the aid period. Funds Management Module Aid Year-Specific Forms (continued) /n 252016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RORRULE Create optional Fund Awarding Rules for the new aid year by fund code. PrerequisitesComments ROAINST RFRMGMTUse the Copy function to copy rules from the prior aid year to the new aid year. If you use the ROVA2xx, ROVADxx, ROVAMxx, ROVAYxx, ROVSAxx, and ROVSTxx views, be certain to use the new aid year views in your rules. You should review the above views to be sure they meet your aid year definition. Some views are hardcoded with the aid year (e.g. fi1617fl would signify the 2016-2017 Aid Year). Other views use the ROBINST_AIDY_START_YEAR AND ROBINST_AIDY_END_YEAR instead of a hardcoded aid year (in this situation, may need to modify the view if you use multiple aid year codes with the same start and end years). Check for embedded values in rules which are year- specific and update the values, if necessary. _RPRSHOPUpdate or define the Fund Setup for the new year as necessary. Prerequisites RFRBASE Funds Management Module Aid Year-Specific Forms (continued) /n 262016-2017 New Aid Year Checklist |New Year Start-Up Checklist Packaging And Disbursement Module (RESPACK) Review the following forms before you create aid year-specific rules for the Packaging and Disbursement Module to assure that the codes meet the requirements for the new aid year. If you ran the ROPROLL process to roll the Packaging information or the Group Selection information from the current aid year to the new aid year, review the forms that follow to assure that new aid year required changes are made. If you rolled Packaging information, review the following forms. If you rolled Group Selection, review all si mple and expert Packaging Group Assignment and Packaging Group Fund Awarding rules on the RORRULE form. Use the following checklist to assist you in your setup of the Packaging and Disbursement Module. ŁRORPRDSŁROAINSTŁRTVALGRŁRTVFCAT ŁRTVPGRPŁRTVAWSTŁROAUSIOŁSTVTERM ŁSTVMAJR (Aid Eligible Indicator) ŁROASECTŁRPRAUDTŁRPRFCATŁRPRFSRCŁRPRALGRŁRPROPTS ŁRPRDEFRŁRPRPCKRŁRPRGFNDŁRPRCLSSŁRPRMAJRŁRPRDEGR ŁRORALGS Packaging & Disbursement Module Aid Year-Specific Forms _RPROPTS Create aid year-specific Packaging and Disbursement options. PrerequisitesComments RORPRDS ROAINST RTVTRST STVTERMConfirm that STVTERM has terms setup to be used on RORPRDS and RORPRDS has been setup to use periods for the new aid year. /n 272016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RPRAUDT Create aid year-specific ru les for Audit Grading Mode courses for disbursement processing if you elect to use adjusted enrollment hours on the RPROPTS form. PrerequisitesComments ROAINSTDefine the Grading Modes or Registration Status Codes for courses which should be excluded from a student's enrollment hours for financial aid purposes. Use the Copy To function to copy the rules to the new aid year. _ROASECTROAINSTCreate aid-year-spe cific rules for excluding individual courses in the calculation of enrollment for disbursement processing if you elect to use adjusted enrollment hours on the RPROPTS form. SSASECTComplete the Banner Student SSASECT form or establish the Course sections in Student prior to entering data on ROASECT. _RPRCLSSCreate Class Code Translations for use in Disbursement Processing for the new aid year. PrerequisitesComments ROAINST STVLEVL STVCLAS Use this form in the translation of the Class Code and Level combinations from the Banner Student System to a Financial Aid Class Code for the disbursement of federal funds where you apply federal rules. Confirm the accuracy of ST VLEVL and STVCLAS values.Note that in Banner Student, the Class Code can be a NULL value. Be sure that combinations of Level Codes and Class Codes include the possibility that the Class Code is NULL. Packaging & Disbursement Module Aid Year-Specific Forms (continued) /n 282016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RORRULE+Create Packaging Group Assignment Rules for the new aid year. Note that maintenance to package groups is only necessary if you use automated packaging. PrerequisitesComments ROAINST RTVPGRP Use the Copy function to copy rules from the prior aid year to the new aid year. Use ROIGRPI to ensure that you create all required rules for the new aid year. Be sure to update rules with hard-coded, year-specific values. If you use ROVA2xx, ROVADxx, ROVAMxx, ROVAYxx, ROVSAxx, and ROVST xx views, be sure to use the proper year view. You should review the above views to be sure they meet your aid year definition. Some views are hardcoded with the aid year (e.g. fi1617fl would signify the 2016-2017 Aid Year). Other views use the ROBINST_AIDY_START_YEAR AND ROBINST_AIDY_END_YEAR instead of a hardcoded aid year (in this situation, may need to modify the view if you use multiple aid year codes with the same start and end years). Use ROIGRPI from the prior year to derive group priority codes for the new year on RTVPGRP. Ensure that the Packaging Default Group Code exists on ROAINST. _RPRDEFR+If you use Gap, Self-Help, or Equity Packaging philosophies, create the default rules on the RPRPCKR form for packaging groups. PrerequisitesComments ROAINSTThe Financial Aid System uses the values on the RPRDEFR form to default values to the RPRPCKR form. It does not use the RPRDEFR values in processing. _RPRPCKR+Create Gap, Self-Help, or Equity Packaging Rules by packaging group for the new aid year. PrerequisitesComments ROAINST RTVPGRP Use the Count Query Hits function to query rules on RPRDEFR or the Create Record function to copy the default rules in each section. Packaging & Disbursement Module Aid Year-Specific Forms (continued) /n 292016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RPRGFND+Create fund code associations and algorithmic rule associations to packaging groups for the new aid year. PrerequisitesComments ROAINST RTVPGRP RFRMGMT RTVALGR RFRMGMT records must exist for the new aid year for the desired funds before you can build these rules. Use these rules only in automatic packaging. Use the Copy function to copy rules from the prior aid year to the current aid year. _RORRULE+Create optional group/fund awarding rules for the new aid year. PrerequisitesComments ROAINST RTVPGRP RPRGFND Use the Copy function to copy rules from the prior aid year to the new aid year. You must associate the fund with the Packaging Group on RPRGFND before you can create group-specific awarding rules. Use the Create Record function to copy Fund Awarding rules from RORRULE for t he aid year/fund code combination. Be sure to update rules with hard-coded, year-specific values. _RPREXPTCreate optional ex emption interface rules. The Financial Aid Term Roll Process (R OPTERM) rolls existing data for third party contracts and exemptions from one term to a new term. The exemption must exist in TBBEXPT fo r the roll fitofl term. PrerequisitesComments ROAINST RPROPTS TSAEXPT You can only build rules for an exemption code if it is already built in Banner Accounts Receivable for the term. Check the Packaging Options 'Interface Exemptions' indicator on RPROPTS for the new aid year in order to interface exemption codes. Students only receive the estimate/payment amount in their package as a resource if you authorize the students for the exemption for the intended terms on TSAEXPT. Packaging & Disbursement Module Aid Year-Specific Forms (continued) /n 302016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RPRCONT Create optional Contract Interface rules for those contracts in which you want to count student recipient amounts as a resource in their aid package. The Financial Aid Term Roll Process (R OPTERM) rolls existing data for third party contracts and exemptions from one term to a new term. The Contract ID/Contract Number must exist in TBBCONT for the new term. PrerequisitesComments ROAINST RPROPTS TSACONT You can only define contract interface rules for those contracts already built for the intended terms on TSACONT. The Packaging Options Interface Contracts Indicator on RPROPTS must be checked in order to invoke rules and to count estimate/payment amounts as a resource in the student™s aid package. Students only receive the contract/payment amount as a resource in their package if the you authorize the students for the intended contract on TSACONT. _RPRFSRCCreate optional fund source maximum award rules for the new aid year. PrerequisitesComments ROAINST RTVPGRP RTVFSRC Use the Copy function to copy rules from the prior aid year to the new aid year. Only one fund source code can have a maximum for each packaging group. These rules are only invoked by the automatic packaging program. _RPRDEGRReview the values in RPRDEGR for the necessary updates based on your institution™s definition of Degree Award and to add the institution-specific values you have determined as eligible for TEACH Grants. _RPRMAJRReview the values in RPRMAJR for the necessary updates based on your institution™s TEACH Gr ant-eligible majors.Packaging & Disbursement Module Aid Year-Specific Forms (continued) /n 312016-2017 New Aid Year Checklist |New Year Start-Up Checklist Loan Processing Module (RESLOAN)Review the following forms before you create aid year-specific rules for the Loan Processing Module to assure that the codes meet requirements for the new aid year. Use the following checklist to assist you in your setup of the Loan Module. _RPRALGR+Create optional algorithmic packaging rules for the new aid year. Note that maintenance to algorithmic packaging rules is only necessary if you use algorithmic rules within automatic packaging. PrerequisitesComments ROAINST RTVFCAT RTVPGRP Use the Copy function to copy rules from the prior aid year to the new aid year. _RORALGSCreate optional algorithmic suppor t rules to be used in algorithmic packaging rules. Note that maintenance to algorithmic support rules is only necessary if you use algorithmic rules within automatic packaging. ŁRORPRDSŁROAINSTŁROAUSIOŁRTVLNSTŁRPRLNDR ŁRFRBASE Loan Module Aid Year-Specific Forms _RPRLOPT Create aid year-s pecific options for each loan fund that you process in the loan module. PrerequisitesComments ROAINST RTVTREQ RFRMGMT/ RFRBASE RTVTRST RTVLNST RTVAWST RPRLNDR Set up fund codes for the loans you want to process through the loan module with the Loan Process indicator checked on the RFRMGMT form for the new aid year. Packaging & Disbursement Module Aid Year-Specific Forms (continued) /n 322016-2017 New Aid Year Checklist |New Year Start-Up Checklist _RPRLPRD Create valid loan periods for the new aid year. It is recommended that a loan period be defined for each aid period a student would have at the time loans are created. Note: Starting with the 2015-2016 aid year, this form is used only for Electronic and Manual loans. Loan Periods for Direct Loans are setup on RORTPRD (SAY processing) and/or RORBBAY. PrerequisitesComments ROAINST RTVAPRD RORPRDS RORTPRD STVTERM Create aid year-specific loan periods for the new aid year since rules are Period and date specific. Loan Module Aid Year-Specific Forms (continued) /n 332016-2017 New Aid Year Checklist |New Year Start-Up Checklist Electronic Data Exchange (EDE) Module (RESEDE)For Pell Corrections and COD processing, check the rules on the following forms to assure that you set the rules correctly for the new aid year. Also, refer to the most recent COD Handbook for more detail on set up. Use the following checklist to assist you in your setup of the EDE Module. EDE ModuleAid Year-Specific Forms _ROAUSIO PrerequisitesComments Grant and EDE Options tab Grants Update the desired options for Pell processing. EDEUpdate the desired options for EDE processing. For EDE corrections logging and processing, check the EDE Correction Logging indicator for the new aid year. TEACH GrantUpdate the desired options for TEACH Grant processing. Institutional Defaults tab Enter the default COD Attending ID for the institution in the Attending ID field. This automatically populates the Reporting ID , Source ID , Pell ID, and OPEID fields on this tab, as well as the Direct Loan School Code field on the Loan Options tab with the data established for the Attending ID on the RORCODI form. Enter the Main Campus Entity ID and the Title IV Destination Number assigned to your institution in the appropriate fields. If you use an EDE Service Agent, enter the code in the Service Agent Code field. Campus Defaults tab Build all data related to each campus on the Campus/ EDE Defaults tab. /n 342016-2017 New Aid Year Checklist |New Year Start-Up Checklist Student Employment Module (RESEMPL) Review the following forms before you create aid year-specific rules for Student Employment to assure that the codes meet the requirements for the new aid year. _RORCODI PrerequisitesComments Review the ID relationships built on RORCODI for the aid year to verify that relationships are correct. Ensure that one record is identified as the Institutional Default. _RORDATA PrerequisitesComments This system required form is delivered with all EDE correctable fields checked. EDE records are loaded through the standard Record Creation process. (Refer to the Record Creation Module section for more information.) ŁRTVAUSTŁ RTVRFSTŁ ROAINST Note - Aid year start and end dates are used in creating authorizations. Ł RJAPLBDŁ RJRJREQŁ RJRJOBT EDE ModuleAid Year-Specific Forms (continued) /n 352016-2017 New Aid Year Checklist |New Year Start-Up Checklist Use the following checklist to assist you in your setup of the Student Employment Module. Athletic Module (RESATHL) Review the following forms before you create aid year-specific rules for Athletics to assure that the codes meet the requirements for the new aid year. Use the following checklist to assist you in your setup of the Athletic Module. Student Employment Module Aid Year-Specific Forms _RJRSEDR Define default authorization rules for the new aid year. PrerequisitesComments ROAINST RTVAUST _RJRPLRLCreate valid positions for each placement within the new aid year. PrerequisitesComments ROAINST RJAPLBD If Banner Human Resources/Finance applications are not installed, the fields on this form are free-format. _RJRPAYLIndicate the valid payrolls from Banner Human Resources which you want to load into Banner Financial Aid. PrerequisitesComments ROAINST Banner HR/ Finance This form is only required if you use Banner Human Resources to load payroll compensation information back to Banner Financial Aid. ŁRTVFASPŁ RTVAATPŁ ROAINST Athletic Module Aid Year-Specific Forms _RAAPAGD Define default athletic grant amounts for the new aid year. PrerequisitesComments ROAINST RTVFASP /n 362016-2017 New Aid Year Checklist |New Year Start-Up Checklist Schedule A Š System validation and rules form referenceTable/FormDescription System Required ROAUSIOU.S.Specific Institutional Financial Aid Options Required for U.S. Dataload, Needs Analysis and Federal Fund processing. RORBBAYBorrower-Based Academic Year Da taRequired for Borrower-Based Academic Year processing. RORELTFE-Mail Letter Format RulesRequired for E-Mail Letters. RORELTRE-Mail Letter RulesRequired for E-Mail Letters. RORENRREnrollment RulesRequired. Establishes the rules to be used when calculating enrollment. The fiSTANDARDfl enrollment is system required. RORMPRMMiscellaneous ParametersRequired and delivered with values. Establishes the rules fo r displaying data in Self-Service. RORPARMProject Based Parameter SetupRequi red and delivered with values. Use to configure institutional specific data to perform Federal Methodology Need Analysis calculations. RORNYVDNon Year User-Defined Variables DescriptionRequired for Non Year User-Defined fields. RORPRDSPeriod Base DataRequired. Create enrollment/payment periods for financial aid processing. RORSAYRScheduled Academic Year RulesRequired for academic year processing ROBAPRDAid Period Base Ru lesRequired. Aid Year sp ecific aid periods that will be assigned to financial aid applicants. RORRPCXFinancial Aid Repeat Coursework ExclusionRequired for excluding courses from the repeat course enrollment calculation. RORTADMAbility-to-Benefit Test Administrator RulesReq uired for Ability-to-Benefit data on Applicant High School and Admission Data form. RORTESCAbility-to-Benefit Test Score RulesR equired for Ability-to -Benefit data on Applicant High School and Admission Data form. RORUSERUser-Defined Variables Descript ionRequired for User-Defined Fields. RORWBQAWeb Question and Answer RulesRequired for Self-Service Dynamic Questions. /n 372016-2017 New Aid Year Checklist |New Year Start-Up Checklist RORWTABWeb Tab Rules Required for Self-Service Dynamic Text. RORWTXTWeb Text Rules Required for Self-Service Dynamic Text. RORWVARWeb Variable Required for Self-Service Dynamic Variables. RPRDEGRFinancial Aid Degree Rules Required for TEACH-eligible degree codes. RPRMAJRFinancial Aid Major Rules Requi red for TEACH-eligible major codes. RPRSHOPFederal Shopping Sheet Setup Required for institutions using the Federal Shopping Sheet functionality RTVAATPAthletic Aid Type Validation Required for Athletic Module. RTVALGOGeneral Algorithmic Rules ValidationRequired for General Algorithmic Rules functionality (RORALGO). RTVALGRAlgorithmic Packaging Rule Code Validation Required for Algorithmic Rule Functionality within Automatic Packaging. RTVAPRDAid Period Validation Required. RTVARSCResource Code Validation Required for Other Resource Maintenance. RTVAUSTEmployment Authorization Status Validation Required for Student Employment Module. RTVAWSTAward Status Validation Required. RTVBGRPBudget Group Validation Required. RTVBTYPBudget Type Validation Required. RTVCCOMComment Category Code ValidationRequired for Comment Category Codes. RTVCINTCertification Initials Validation Required for Loan Module. RTVCOMPBudget Component Validation Required. RTVELTME-Mail Letter Module Validation Required for E-Mail Letters. RTVENRREnrollment Rule Validation Required for calculating Enrollment RTVFASPFinancial Aid Sport Validation Required for Athletic Module. RTVFCATFund Category Validation Required for Fund Category Functionality within Automatic Packaging. RTVFSRCFund Source Code Validation Required. RTVFTYPFinancial Aid Fund Type ValidationRequired. RTVHOLDHold Type Validation Required for Hold Functionality. RTVINFCData Source Code Validation System Required and Delivered with Values. RTVLNSTLoan Status Validation Required for Loan Module. Table/FormDescription System Required /n 382016-2017 New Aid Year Checklist |New Year Start-Up Checklist RTVMESGMessage Code Validation Required for Messages in Letter Generation. RTVPGRPPackaging Group Validation Required for Automated Packaging. RTVPTYPBatch Posting Type Indicator ValidationSystem Required and Delivered with Values. RTVRFSTReferral Status Validation Required for Student Employment Module. RTVRJCTRejection Code Validation System Required and Delivered with Values. RTVRPSRRepayment Source Validation Required for Short-Term Credit Module. RTVRULOSelection Rules Schema Owners Validation Required for Selection Rules processing RTVSAPRSatisfactory Academic Progress Validation Required. RTVSAYRScheduled Academic Year Validati onRequired for Academic Year processing RTVTGRPRequirements Tracking Group ValidationRequired. RTVTREQRequirements Tracking ValidationRequired. RTVTRSTRequirements Tracking Status ValidationRequired. RTVWEBQWeb Question Validation Required for Self-Service Dynamic Questions. RTVWTXTWeb Text Rule Code Validation Required for Self-Service Dynamic Text. RTVWVARWeb Variable Validation Required for Self-Service Dynamic Variables. Table/FormDescription System Required /n 392016-2017 New Aid Year Checklist |New Year Start-Up Checklist Schedule B Š Delivered system required data Tables Reference The following is a listing of system-required tables and associated forms (if applicable) which are required for Banner Financial Aid processing. The values in these tables are delivered and updated in the new year release, if required. Following the new year install, check these system-required forms to assure that the forms are accurate for the new aid year. Note that in addition to the aid year-spe cific tables listed below, the views ROVA2xx, ROVADxx, ROVAMxx, ROVAYxx, ROVSAxx, and ROVSTxx are also aid year-specific and must be customized to be sure they meet your aid year definition. Some views are hardcoded with the aid year (e.g. fi1617fl would signify the 2016-2017 Aid Year). Other views use the ROBINST_AIDY_START_YEAR AND ROBINST_AIDY_END_YEAR instead of a hardcoded aid year (in this situat ion, may need to modify the view if you use multiple aid year codes with the same start and end years). TableDescription Associated Form Aid Year Specific ?RCRASMPFinancial Aid Assump tion Rules TableRCIASMPYES RFRFFIDFederal Fund ID TableRFIFFIDNO RLRDFEEDirect Loan Origination TableRLRFDFEEYES RNRGLBLNeed Analysis Global Po licy Options TableRNRGLxxYES ROBLOGCLogging Control Base TableROALOGCNO RORATBTAbility-to-Benefit Test COD Rules Inquiry ROIATBTNO RORDATAData Dictionary TableRORDATAYES RORDVALAudit Log Form/Data Code Table[NONE]NO RORLEXMLocal Exit Mapping Table[NONE]NO RORLOGCLogging Control Repeating Table[NONE]NO RORMVALMiscellaneous Validation Rules TableROIMVALNO RORPELLPell Grant Payment Schedule Table[NONE]YES RPRCIPCFinancial Aid CIP Code Rules TableRPICIPCNO RPRFEDRFederal Rules TableRPIFEDRYES RPRGRNTGrant Rules Table[NONE]YES RPRSAHPState Advanced/Honors Program Codes Table RPISAHPNO RTVCDNTCOD Nation Table RTVCDNTNO /n 402016-2017 New Aid Year Checklist |New Year Start-Up Checklist RTVCDSTCOD State Table RTVCDSTNO RTVDLBTBatch Type Validation Table [NONE] YESRTVELTME-Mail Letter Module Validation TableRTVELTMNO RTVICMTISIR Comment Code Text Validation TableRTVICMTYES RTVINFCData Interface Validation Table RTVINFCNO RTVINTLInternational Translation Rules TableROAINSTYES RTVPHASCommonLine Loan Application Phase Validation Table [NONE]YESRTVPRCDNSLDS Program Code Validation Table[NONE] NO RTVPTYPPosting Code Validation Table RTVPTYPNO RTVRJCTRejection Code Validation Table RTVRJCTNO RTVYICDYear in College De scription Table [NONE] NO RURVERSFinancial Aid Version Control TableGUAINST, GUAABOT NOTableDescription Associated Form Aid Year Specific ?/n

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