Period-Based Budgeting for Financial Aid€¦ · 14 . RTVPBTP Period Budget Type Validation (List...
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Period-Based Budgeting for Financial Aid September 18, 2014 Susan A. Smith Associate Director for Operation University of North Georgia
Transcript of Period-Based Budgeting for Financial Aid€¦ · 14 . RTVPBTP Period Budget Type Validation (List...
Period-Based Budgeting for Financial Aid
September 18, 2014 Susan A. Smith
Associate Director for Operation University of North Georgia
Let’s Begin at the End
RBAABUD
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RBAABUD
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A New Ending
RBAPBUD
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RBAPBUD Applicant Budget
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RBAPBUD Budget Maintenance
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RBAPBUD Budget Maintenance - example
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Period Budgeting
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Period Budgeting Control
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Already set up for Aid Year Budgeting
Add messages on RORMESG under Type: Period Budgeting
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Period Based & Algorithmic Budgeting
Banner Financial Aid 8.16 User Guide
Pages 2-83 through 2-100
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Section 1 Basics
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RTVPBGP Period Budget Group Validation
(List your budget group names)
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RTVPBGP Period Budget Group Validation
(List your budget group names)
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RTVPBTP Period Budget Type Validation
(List your budget types)
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RTVPBCP Period Budget Component Validation
(List your components)
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RTVBCAT Budget Component Category Validation
(List your budget categories)
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(Name your algorithmic rules)
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Section 2 Set Up for Algorithmic Rules
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RBRPBYR Period Budgeting Aid Year Rules
(Matches up all you created in Section 1) Every budget group listed in RTVPBGP
will be added and ordered. This is like putting a priority number on your budget groups in RTVBGRP, as shown here.
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RBRPBYR Budget Groups
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RBRPBYR Budget Groups
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RBRPBYR Budget Groups
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RBRPBYR Budget Types
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RBRPBYR Budget Categories
Allows for arrangement of Print Order
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RBRPBYR Budget Categories
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RBRPBYR Budget Components
Allows for an Amount or an Algorithmic Rule
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RBRPBYR Budget Components
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RBRPBGR Period Budget Group Aid Year Rules
Assign Budget Types to each Budget Group
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RBRPBGR Period Budget Group Aid Year Rules
Set up a Pell Budget Type for Groups with Pell
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RBRPBDR Period Budget Detail Rules
Establish budget components for each budget group
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Section 3 Create Algorithmic Rules
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Section 3 Create Algorithmic Rules
(aka: Make sure you are good friends with IT)
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RORALGS Algorithmic Support
Algorithmic Rule: Fees Good Practice:
Develop a list of criteria for the component.
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Key 1 = Component
Key 2 = Campus Code
Amount to Return
FEES 9 (Cumming) 407
FEES A (Dahlonega) 859
FEES GA (Gainesville) 407
FEES OC (Oconee) 407
RORALGS Algorithmic Support
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RORALGS Algorithmic Support
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RBRABRC Algorithmic Budgeting Rules
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RBRABRC Algorithmic Budgeting Rules
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Add the SQL Statements – with help from your friendly IT person!
RBRABRC Algorithmic Budgeting Rules
Fees: Sequence 1
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RBRABRC Algorithmic Budgeting Rules
Fees: Sequence 2
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RBRABRC Algorithmic Budgeting Rules
Fees: Sequence 3
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Section 4 Assigning the Budget
RBRPBGP – for a population selection ROAIMMP – for an individual student
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Section 4 Assigning the Budget
ROAIMMP – for an individual student
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If left blank, it will create budget for the aid period.
Back to the End
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• AIDY = 1415 • Student PIDM
RBRABRC SGASTDN RORALGS
RBAPBUD Budget Maintenance
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