banner financial aid release...

Banner Financial AidRelease Guide

Release 8.31.1 and 9.3.6November 2017

Notices

Notices© 2017 Ellucian.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of thesematerials is limited to Ellucian licensees, and is subject to the terms and conditions of one or morewritten license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or othersimilar professional services. Ellucian makes no claims that an institution's use of this publicationor the software for which it is provided will guarantee compliance with applicable federal or statelaws, rules, or regulations. Each organization should seek legal, accounting, and other similarprofessional services from competent providers of the organization's own choosing.

Ellucian2003 Edmund Halley DriveReston, VA 20191United States of America

©2017 Ellucian. Confidential & Proprietary 2

Contents

Contents

Introduction.................................................................................................................................... 5

Ellucian Solution Manager for product upgrade installation.................................... 6

System Requirements................................................................................................................7

Supporting resources................................................................................................................ 8

Functional........................................................................................................................................9Transfer Monitoring....................................................................................................................... 9

Changed pages.......................................................................................................................92017-2018 Student Loan Data (RNASL18)..................................................................... 9

Loan History section.................................................................................................. 92018-2019 Student Loan Data (RNASL19)................................................................... 10

Loan History section................................................................................................ 10Changed process..................................................................................................................10

Transfer Monitoring Import (RNRTMNI).........................................................................10Year-round Pell............................................................................................................................11

Changed pages.....................................................................................................................122017-2018 Grant Origination/Acknowledgement (REAOR18)....................................... 12

Pell section...............................................................................................................122017-2018 Student Loan Data (RNASL18)................................................................... 132018-2019 Student Loan Data (RNASL19)................................................................... 13Applicant Pell Grant (ROAPELL)................................................................................... 13Aid Period Base Rules (ROBAPRD)............................................................................. 14

Changed processes..............................................................................................................142017-2018 Grant File Import (RERFI18)....................................................................... 14Disbursement Process (RPEDISB)................................................................................14Pell Calculation Process (RPEPELL).............................................................................14Changed copybooks.......................................................................................................15

Miscellaneous Enhancements.....................................................................................................15California Dataload............................................................................................................... 15

New process...................................................................................................................15Recently delivered patches (summarized)........................................................................... 17Resolved change request.....................................................................................................18

Financial Aid Suspended Records Maintenance (RCRSUSP) - 9.3.6 specific.............. 18

Technical........................................................................................................................................20Transfer Monitoring..................................................................................................................... 20

Changed tables.....................................................................................................................20Changed database trigger.................................................................................................... 20Required data....................................................................................................................... 20


Contents

Year-round Pell............................................................................................................................21Changed packages...............................................................................................................21

Miscellaneous Enhancements.....................................................................................................22California Dataload............................................................................................................... 22

New package..................................................................................................................22Required data.................................................................................................................22

Resolutions...................................................................................................................................23

Appendix A - Year-round Pell Processing and Setup................................................24Year-round Pell processing......................................................................................................... 24Summer crossover periods - Additional Pell Eligibility processing............................................. 24

Processing examples............................................................................................................25Crossover Summer periods setup.............................................................................................. 26


Introduction

IntroductionIntroduction

The Banner Financial Aid 8.31.1/9.3.6 release describes recent enhancements and references to adetailed listing of resolved Change Request defects/enhancements.

Note: With the exception of some version specific terminology (form vs. page, tab vs. section, andso on), this Release Guide describes both Banner Financial Aid 8.x and 9.x implementations.

This release describes changes needed to support regulatory changes, enhancements, and CRDefect resolutions, including the following:

• Transfer Monitoring• Year Round Pell• Miscellaneous enhancements

Cumulative documentation and patches

This document provides detailed information about the Banner Financial Aid 8.31.1/9.3.6 release.Banner Financial Aid 8.31.1/9.3.6 is a cumulative release that includes details for patches deliveredafter Banner Financial Aid 8.31/9.3.5.


Ellucian Solution Manager for product upgrade installation

Ellucian Solution Manager for product upgradeinstallationEllucian Solution Manager for product upgrade installation

Ellucian recommends that you use Ellucian Solution Manager to perform Banner product upgrades,rather than using a manual installation process.

With Ellucian Solution Manager, you can:

• Identify dependency information within and between products.• View the latest version numbers for the Banner products you have installed, along with all other

version numbers installed in your environment.• Use the Get New Releases feature to identify available upgrades and download them

immediately.• Identify and install product prerequisites, along with any upgrades you have selected.

Solution Manager currently supports most Banner 8 and Banner 9 products. For more informationon the Banner product versions currently supported by Solution Manager, see the Banner UpgradesSupport Status guide. For detailed instructions on how to install and configure Solution Manager,see the latest Solution Manager User Guide.


System Requirements

System RequirementsSystem Requirements

The Banner Financial Aid 8.31.1/9.3.6 release supports the baseline and localized versions of theapplication.

Refer to the Banner Administrative Pages Installation Guide 9.3.8 and the Banner Financial Aid9.3.6 Installation Reference for the minimum system requirements.


Supporting resources

Supporting resourcesSupporting resources

You can reference additional resources for more information about Banner 9 and the Financial Aid9.3.6 release.

Resource Document Description

Banner AdministrativePages Installation Guide9.3.8

In addition to installation instructions, this installation guide providesinformation about how to configure the user interface. You can findthis installation guide in the Banner Financial Aid documentationlibrary in the Ellucian Support Center.

Installation References Each release package is accompanied by an installation reference,which is a companion to the Banner Administrative PagesInstallation Guide 9.3.8 and provides a list of prerequisites. Theinstallation references for the Banner Financial Aid base andlocalization release packages are available in Ellucian SolutionManager and in the Banner Financial Aid documentation library inthe Ellucian Support Center.

Banner Financial AidRelease Guide 8.31.1/9.3.6

This release guide provides an overview of the Banner Financial Aid8.31.1/9.3.6 release. You can find this release guide in the BannerFinancial Aid documentation library in the Ellucian Support Center.

Banner 9 Sizing andConfiguration Guide

This guide provides you with details about the hardware systemsthat are required for Banner 9 applications and how to configurethose systems. You can find this guide in the Banner 9 Sizing andConfiguration documentation library in the Ellucian Support Center.

Application NavigatorInstallation Guide

This guide provides an overview of the purpose of ApplicationNavigator and how it works. You can find this guide in the BannerFinancial Aid documentation library in the Ellucian Support Center.

Banner DocumentManagement Supplementfor Banner 9 Pages

This guide provides information about the Banner DocumentManagement (BDM) integration when accessing eitherApplicationXtender Web Access or ApplicationXtender DocumentManager from a Banner 9 page. It also provides informationregarding some of the known differences with the BDM integrationin relationship to Banner 8 forms integration. You can find thissupplement in the Banner Document Management documentationlibrary in the Ellucian Support Center.

You can find the following guides in the Banner 9 documentation library in the Ellucian SupportCenter:

• Banner Transformed: Getting Started with Your Administrative Application

• Banner Transformed: Branding Your Administrative Application

• Banner Transformed: Working with Eclipse and Your Administrative Application

• Banner Transformed: Extending Your Administrative Application


Functional

FunctionalFunctional

This 8.31.1/9.3.6 release describes changes to Banner Financial Aid functional processing.

Transfer Monitoring

New file layouts are available for upload from the National Student Loan Data System (NSLDS)starting October 2, 2017.

NSLDS has added two additional fields that will be received only in the FAH data files as part of theLoan Detail Record. These new fields replace filler with no other changes in fields or length.

• Statutory Interest Rate• Actual Interest Rate

Batch file layouts are available from the Information for Financial Aid Professionals (IFAP) website,using the following link:

https://ifap.ed.gov/nsldsmaterials/TSMFAHProcandBatchFileLayouts1819.html

Changed pages

Two changed pages have been included for the Banner Financial Aid 8.31.1/9.3.6 release.

2017-2018 Student Loan Data (RNASL18)

The 2017-2018 Student Loan Data (RNASL18) has been modified for the 8.31.1/9.3.6 release.

Loan History section

Fields have been added in this section for the 8.31.1/9.3.6 release.

The following two fields have been added for this release:

Field Description

Statutory Interest Rate Statutory Interest Rate reported for the loan.(RCRLDS6_STAT_INTEREST_RATE).

Actual Interest Rate Actual Interest Rate reported for the loan.(RCRLDS6_ACTUAL_INTEREST_RATE).


https://ifap.ed.gov/nsldsmaterials/TSMFAHProcandBatchFileLayouts1819.html

Functional


The 2018-2019 Student Loan Data (RNASL19) has been modified for 2018/2019.

Loan History section

Fields have been added in this section for the 2018/2019 aid year.

The following two fields have been added for this release:

Field Description

Statutory Interest Rate Statutory Interest Rate reported for the loan.(RCRLDS6_STAT_INTEREST_RATE).

Actual Interest Rate Actual Interest Rate reported for the loan.(RCRLDS6_ACTUAL_INTEREST_RATE).

Changed process

A single process has been modified for the Banner Financial Aid 8.31.1/9.3.6 release.

Transfer Monitoring Import (RNRTMNI)

The RNRTMNI process has been updated to import new field data.

Type 5 - Loan Detail Record

The following new fields have been added for the Type 5 Record (designated by 5 in position 1):

StartPos.

EndPos.

ValidContent

Size Field Name Description

268 273 CHAR 6 Statutory Interest Rate For an FFEL Program Loan, thisis the interest rate at the time theguaranty is made. For Perkins andDirect Loans, this is the interestrate when the loan is disbursed.

274 279 CHAR 6 Actual Interest Rate For an FFEL Program Loan, thisis the interest rate at the time theguaranty is made. For PerkinsLoans, this is the interest rate whenthe loan is disbursed. For DirectLoans, this is the current/reportedinterest rate attributed to the loan.


Functional

Field mapping

Batch File Record LayoutField

Banner Column

Statutory Interest Rate RCRLDS6_STAT_INTEREST_RATE

Actual Interest Rate RCRLDS6_ACTUAL_INTEREST_RATE

Year-round Pell

An updated version of Year Round Pell functionality has been included for the 8.31.1/9.3.6 release.

Note:

Banner Financial Aid Year-round Pell for 2017/2018

On June 19, 2017, the U.S. Department of Education published GEN-17-06 Dear Colleague Letter(https://ifap.ed.gov/dpcletters/GEN1706.html) which describes implementation details for Year-roundPell grants for 2017/2018.

The Federal Pell Grant Program was changed to allow an eligible student to receive up to 150percent of the student’s Federal Pell Grant Scheduled Award for an award year, beginning with the2017/2018 award year. To receive the additional amount above the scheduled award, the eligiblestudent must be enrolled at least half-time in the payment period the additional Pell award would bereceived.

Updates to the Common Origination and Disbursement (COD) TechnicalReference were recently published (August 2017). These updates indicate the tag,<AdditionalEligibilityIndicator>, which currently exists and is extracted usingREREX18, will be used to indicate the applicant is receiving the additional Pell amount. This tagwill have a value of true when the Pell award will exceed 100% of the Scheduled Award. Wordingof the edits have been updated to reflect the maximum Pell of 150% in addition to eliminating EditMessage 171 (School is not eligible for two Pell awards in same aid year).

Beginning with the 2017/2018 aid year, the following functionality for award and disbursement ofYear-round Pell are delivered with this release:

• Award and disburse up to 150% of the applicant’s scheduled award (evaluate Pell awardsreceived at other institutions received from NSLDS data). The Additional Eligibility Indicatorwill be selected (Yes) by RPEPELL and displayed on the award pages (RPAAPMT, RPAAWRD,ROARMAN), Applicant Pell Grant (ROAPELL), and Grant Origination/Acknowledgment(REAOR18).

• Ensure the applicant is enrolled at least half-time in the payment period for which the additionalPell award will be received.

• Determine the most beneficial aid year to award Pell in a crossover period when processingusing Aid Year budgeting.


https://ifap.ed.gov/dpcletters/GEN1706.html

Functional

Note: Support to determine the most beneficial aid year to award Pell using Period Basedbudgeting will be delivered in a future release.

• Processing for the determination of the most beneficial aid year for a crossover period willstop, based on the Pell crossover cutoff date (RPROPTS), to ensure changes will not occur toprevious Pell awards after year-end processing has occurred.

• Submit and receive COD documents for processing of Year-round Pell.

Changed pages

A number of changed pages are included for the Banner Financial Aid 8.31.1/9.3.6 release.

Note: Refer to the Appendix A - Year-round Pell Processing and Setup for additional information.

2017-2018 Grant Origination/Acknowledgement (REAOR18)

The 2017-2018 Grant Origination/Acknowledgement (REAOR18) page has been modified tosupport Year-round Pell functionality for 2017/2018.

Pell section

Functionality has been updated and fields added to support Year-round Pell for the 2017/2018 aidyear.

Origination area

The Amount Due Student field (REBPAYV_AMT_DUE) has been updated to accept up to 1.5times the maximum Pell amount for the aid year.

The Additional Eligibility Indicator field has been added to both the Origination and Acceptedareas. The value is determined by the Additional Eligibility Indicator that is calculated as part ofPell processing. In the Origination area, this field may be updated if needed for a record that has notbeen sent.

The following field has been added for this release:

Field Description

Additional EligibilityIndicator

Additional Eligibility Indicator (AEI). When selected, indicatesstudent is receiving second Pell award for the aid year(REBPAYV_ADDL_ELIG_IND).

Acknowledgment area

The following field has been added for this release:


Functional

Field Description


Additional Eligibility Indicator (AEI). When selected, indicatesstudent is receiving second Pell award for the aid year(REBPAYV_ACPT_ADDL_ELIG_IND).


The 2017-2018 Student Loan Data (RNASL18) page has been modified to support Year-round Pellfunctionality for 2017/2018.

Pell section

The Percent Scheduled Used field (RCRLDS7_PELL_PERCENT_SCHED) has been updated toaccept a value up to 150 percent.


The 2018-2019 Student Loan Data (RNASL19) page has been modified to support Year-round Pellfunctionality for 2018/2019.

Pell section

The Percent Scheduled Used field (RCRLDS7_PELL_PERCENT_SCHED) has been updated toaccept a value up to 150 percent.

Applicant Pell Grant (ROAPELL)

The Applicant Pell Grant (ROAPELL) page has been modified to support Year-round Pellfunctionality for 2017/2018.

Applicant Pell Grant Status area

The following field has been reactivated for this release:

Field Description


Additional Eligibility Indicator (AEI). When selected, indicatesstudent is receiving second Pell award for the aid year(RORSTAT_ADDL_PELL_ELIG_IND).


Functional

Aid Period Base Rules (ROBAPRD)

The Aid Period Base Rules (ROBAPRD) page has been modified to support Year-round Pellfunctionality for 2017/2018.

Aid Period Base Data section

The Pell Full Year Percent (ROBAPRD_PELL_FULL_YR_PCT) field's auto hint has been updatedto reflect a maximum value of 150 percent. An edit is placed to ensure the Pell Full Year Percentcannot be greater than 150% for aid years beginning with 2017/2018 and forward.

Changed processes

Changed processes have been included with the 8.31.1/9.3.6 release.

2017-2018 Grant File Import (RERFI18)

The RERFI18 process has been modified to correctly upload the value for the Additional EligibilityIndicator that is received in the Pell Grant Year-to-Date file (PGYR18) and displayed on COD Yearto Date Grant Origination (REIYTDO).

Disbursement Process (RPEDISB)

The Disbursement Process (RPEDISB) has been modified to allow disbursal of a second Pellaward.

When disbursing a second Pell award (RORSTAT_ADDL_PELL_ELIG_IND = Y), enrollment mustbe at least half-time.

Pell Calculation Process (RPEPELL)

The Pell Calculation Process (RPEPELL) has been modified to allow packaging beyond the 100%scheduled award for aid years beginning with 2017/2018 and forward.

The following conditions are required to provide packaging beyond the 100% scheduled award:

• If the student has reached 100% of the scheduled Pell award for the aid year (both Banner andNSLDS data selected):

– The student’s enrollment status or expected enrollment status must be at least half-time.– If the student is not enrolled (or is not expected to be enrolled) at least half-time for the

period, the process does not award beyond the 100% scheduled award for the aid year.Additionally, the process places a "0" award value in the applicable period.

• If the student is enrolled at least half-time, the process awards the Second scheduled Pell awardaccording to the enrollment status.

• After the RPEPELL process has awarded the student beyond 100% of the scheduled award, theRORSTAT_ADDL_PELL_ELIG_IND is set to Y.


Functional

When a Pell origination record is created using REROR18, the RORSTAT_ADD_PELL_ELIG_IND isused to set the value of REBPAYV_ADDL_ELIG_IND. When the record is extracted, COD is alertedthat this particular student is eligible for a second scheduled award.

Changed copybooks

Changed copybooks have been included with the 8.31.1/9.3.6 release.

The following copybooks have been modified to calculate and award a second Pell grant in an aidyear:

• Load Calculation Copybook (UCLRTN)• Pell Calculation Copybook (UCPRTN)

Miscellaneous Enhancements

Miscellaneous functional enhancements are included in the 8.31.1/9.3.6 release.

California Dataload

Functionality described in this section supports California Banner clients according to currentCalifornia Dream Act regulations.

System modifications have been made to process the California Dream Act students for the2018/2019 aid year.

New process

A single new process has been included with the 8.31.1/9.3.6 release.

California Application Dataload Part 1 (RCPCA19)

The new RCPCA19 process is used to import the California ISIR data for the 2018/2019 aid year.This information is stored in temporary tables which are also used for EDE and CSS data.

Note: RCPCA19 has been added to the GORFEOB page, excluding the process from VBS FGAC.

Parameters

The following RCPCA19 parameter has been updated:

Parameter Description Value

01

Aid Year Code for 2018/2019

This must be the aid year codefor the 2018/2019 school year.

ROIAIDY


Functional

Parameter Description Value• Required• Single• Length = 4• Type = Character

Validation:ROBINST_EQUAL_AIDY_ACTIVE

Dataload

The RCPCA19 Dataload process loads appropriate 2018/2019 EDE California ISIR data intoBanner temporary tables and columns.

No new fields are included for the 2018/2019 aid year.

The following fields (including Field Number) have been updated for the 2018/2019 aid year:

• Year indicator (1)• Student’s Date of Birth (12)• Student’s Marital Status Date (20)• Student Legal Resident Before (22)• Student’s Legal Residence Date (23)• Filler (25)• First Bachelor’s Degree By (34)• Filler (38d and 38e)• Student’s Type of Tax Form Used (40)• Born Before (68)• Parents’ Marital Status Date (83)• Parent 1 Date of Birth (87)• Parent 2 date of Birth (91)• Parents Legal Residents before (94)• Parents’ Legal Residence Date (95)• Parents’ Type of Tax Form Used (104)• Date Application Completed (162)• FAA Federal School Code (170)• Transaction Receipt Date (175)• Special Circumstances Flag (176)• Reject Override A; Date of Birth Year Is (198)• Reject Override B; Date of Birth On or After (199)• Application Receipt Date (214)• Transaction Processed Date (227)• Automatic Zero EFC Indicator (232)


Functional

• Parents’ Calculated Tax Status (234)• Student’s Calculated Tax Status (235)• Filler (255-257)• Department of Defense (DOD) Match Flag Match (365)• Department of Defense(DOD) Parent Date of Death (366)• Electronic Federal School Code Indicator (370)

Recently delivered patches (summarized)

A pair of Banner Financial Aid patches have been rolled into this release.

Note: Refer to individual patch instructions for additional details.

Banner Financial Aid 8.31.0.1 (pcr-000151888_res8310001)

This patch resolves multiple CR Defects including the CSS PROFILE issue (posting the incorrecthousing code):

Patch Description

CR-000149721 When import CSS Profile records using RCPCT19 for the2018/2019 aid year, if the <ForeignAddressIndicator> tagis not present, neither the zip code nor postal code is populated.

CR-000151888 CSS Institutional Housing Code is being translatedincorrectly. These values are displayed on RNASU19 in the fieldRCRAPP1_INST_HOUS_CDE.

A one time run script (rfixhousecderevised.sql) is includedto populate Housing Code (RCRAPP1_HOUS_CDE_1) andupdate (RCRAPP1_INST_HOUS_CDE) to the correct translatedvalue.

CR-000151958 The CSS PROFILE dataload is currently sending either a NaturalParent Marital Status (highest priorirty) and in most cases notsending the Marital Status code that appears on RNAPR19 andis used in the IM Need Calculation.

A one time run script (rfixmrtlstatusrevised.sql) isincluded to populate Parent Marital Status Code, when thisvalue is null. The translation is from the Natural Parent MaritalStatus Code based on translation values provided by CSS.

CR-000152067 If Advance Queuing is enabled, RNECP19 will not generate anyoutput file when initiated from ROAIMMP.


Functional

Banner Financial Aid 9.3.5.1

This patch will deliver defect corrections on RNAOV18/19 in addition to several other defectcorrections:

Patch Description

CR-000151083 After updating the Lock Current Record indicator(RORSTAT_LOCK_IND) using Batch Posting (RORPOST/RORBPST) or through RNANA18 Demographic section, theupdated value does not display on RNAOV18.

CR-000151860 Using RNAOV18 (Banner 9 only), some clients receive the error"Aid Year Code is not active" when attempting to save a change.

CR-000152062 CSS Institutional Housing Code is being translated incorrectly.

CR-000152068 If Advance Queuing is enabled, RNECP19 will not generate anyoutput file when initiated from ROAIMMP (Banner 9 only).

Resolved change request

Electronic Data Exchanged functionality has been updated to address Change Request DefectCR-000148218.

Financial Aid Suspended Records Maintenance (RCRSUSP) - 9.3.6 specific

Banner 9.3.6 modifications have been applied to RCRSUSP to address Change Request DefectCR-000148218.

Reported

RCRSUSP requires any changes you make to a record be saved before moving to next record(Banner 9 only). In Banner 8, you can select the Delete Record field or update the Override field(without accessing GOAMTCH) for multiple records before saving. Using the Banner 9 version ofRCRSUSP, you must save each record before moving to the next.

Resolution

RCRSUSP (Banner 9 only) has been modified to use sets of 50 records. This allows you to selectDelete Record or update the Override field for multiple records within the set of 50 records beforerequiring the updates to be saved. For example, within the first set of 50 records you have selected,the Delete Record for 20 of the first 50 records. When you attempt to navigate to record number 51or select Match to access GOAMTCH, you will be prompted to save the updates you have made.

Although RCRSUSP displays a single record at a time, page numbers are used to indicate thenumber of sets containing 50 records. For example, if there are 140 records in suspense; the pagenumbers indicate 1 of 3, 2 of 3, and 3 of 3. You can use the page navigation to navigate to the nextor previous set of 50 records.


Functional

Tip: Use your keyboard's Up and Down arrow keys for RCRSUSP record navigation.

If you perform Common Matching and Select ID to match a record, you will be prompted to savebefore navigating to the next record.


Technical

TechnicalTechnical

This 8.31.1/9.3.6 release describes changes to Banner Financial Aid objects.

Transfer Monitoring

Technical changes required to support 2018/2019 Transfer Monitoring are described.

Changed tables

The following tables are modified for this release.

Table name Description

Applicant NSLDS Table Part 3 (RCRLDS6)

and

Applicant NSLDS Temporary Table Part 3(RCTLDS6)

New columns added:

• Statutory Interest Rate• Actual Interest Rate

Changed database trigger

A database trigger has been updated for this release.

RT_RCRLDS6_LOG_INSUPDDLT (rctlds69.sql)

The RT_RCRLDS6_LOG_INSUPDDLT logging trigger has been modified to add the followingcolumns:

• RCRLDS6_STAT_INTEREST_RATE• RCRLDS6_ACTUAL_INTEREST_RATE

Required data

Required data is provided with this release.

The Logging Control Repeating Table (RORLOGC) has been updated to support changes for the2018/2019 aid year:

Note: Execute this script as part of the Banner Financial Aid 8.31.1/9.3.6 installation to ensure thatcorrect values exist in the table before user processing.


Technical

Data script Description

rorlogci_083101.sql Inserts entries for new columns.

Year-round Pell

Technical changes required to support Year-round Pell reinstatement for the 2017/2018 aid year aredescribed.

Changed packages

Updated packages has been included with this release.

RB_AID_PERIOD_BASE_RULES

This package has been updated for the 2017/2018 aid year and beyond to support Year-round Pellfunctionality.

Package Body

RB_AID_PERIOD_BASE_RULES rokb_robaprd_r1.sql

RB_PELL_ORIGINATIONS_RULES


Package Body

RB_PELL_ORIGINATIONS_RULES rekb_pellorig_r1.sql

RPK_AWARD_VALIDATION_US


Package Body

RPK_AWARD_VALIDATION_US rpk_award_val_us1.sql


Technical

Miscellaneous Enhancements

Miscellaneous functional enhancements are included in the 8.31.1/9.3.6 release.

California Dataload

Objects described in this section support California Banner clients according to current CaliforniaDream Act regulations.

System modifications have been made to process the California Dream Act students for the2018/2019 aid year.

New package

A new package has been included with this release.

RCKCA19 package

The RCKCA19 package has been created to support the new RCPCA19 process for 2018/2019 aidyear.

Package Specification Body

RCKCA19 RCKCA190.sql RCKCA191.sql

Required data

Required data is provided with this release.

The following tables are updated to support changes for the 2018/2019 aid year:

• Project Specific Setup for Dataload Processing Table (RORLOAD)• 2018-2019 ISIR Comment Code Validation Table (RTVICMT)

Note: Execute these scripts as part of the Banner Financial Aid 8.31.1/9.3.6 installation to ensurethat correct values exist in the table before user processing.

Data script Description

rorloadi_083101.sql This script is included to address new and updated columns.

rtvicmti_083101.sql This script is included to allow use of California Student AidCommission (CSAC) comment codes for CAL records.


Resolutions

ResolutionsResolutions

A Resolution Report contains comprehensive and detailed resolution information for a release.

A Resolution Report lists the resolved change requests for a release. Each change request has aProblem, Impact, and Resolution statement. In addition to these statements, every change requesthas a URL. Copy and paste the URL into a web browser to see more details about the changerequest on the Ellucian Support Center.

The Resolution Report for Banner Financial Aid 8.31.1/9.3.6 can be found in the Ellucian SupportCenter Documentation Libraries under Banner Financial Aid.


Appendix A - Year-round Pell Processing and Setup

Appendix A - Year-round Pell Processing andSetupAppendix A - Year-round Pell Processing and Setup

Specific Year-round Pell processing and setup operations are described.

Year-round Pell processing

After the 8.31.1/9.3.6 release has been applied, specific steps are required to award an additionalPell amount.

Procedure

1. Run the RPEPELL process to allow the additional Pell to be awarded for those students whoare eligible to receive the additional amount in a current aid period or Pell aid period that hasbeen assigned.When the Pell process has awarded over 100% of the student’s scheduled award, theAdditional Eligibility Indicator (RORSTAT_ADDL_PELL_ELIG_IND) will be set to Yes(selected). The Pell Origination indicator (RORSTAT_PELL_ORIG_IND) will also be set to Yes(selected) because of the increased amount of the Pell award.

2. Run the 2017/2018 Grant Origination Creation process (REROR18) to processa new Origination record with the increase in the award amount and the<AdditionalEligibilityIndicator> tag set to true.

3. Run the 2017/2018 COD Extract process (REREX18) to send the updated Origination recordsto COD.

4. Upload the response files received using 2017/2018 COD File Import Process (RERIM18).

Summer crossover periods - Additional Pell Eligibilityprocessing

Pell aid periods allow you to award Pell from either the preceding or following aid year, depending ifyou normally process as a summer trailer or summer header.

Pell aid periods only apply to Pell processing. This allows summer crossover period awarding fromthe aid year that is the most advantageous to the student. A Pell aid period consists of the crossoversummer period of the crossover aid year and the appropriate periods corresponding to the aid year.

Summer as trailer

This is an example of a school that normally processes Summer as a trailer.

• Student has aid period of Fall-Spring-Summer in aid year 2017/2018.• Student has EDE record for 2018/2019 and assigned aid period of Fall-Spring for 2018/2019.



To process the most beneficial Pell award for payment out of either 2017/2018 or 2018/2019,assign an aid period defined in 2018/2019 consisting of Summer-Fall-Spring as a Pell aid periodon ROAPELL (2018/2019).

Note: The Pell Aid Period, Summer-Fall-Spring 2018/2019 (noted with an *) processes as Summeras Header for next aid year.

Current Year Aid PeriodFall-Spring-Summer2017/2018

Crossover Period AidYear2017/2018CrossoverAid Year2018/2019

Next Year Aid PeriodFall-Spring2018/2019

Fall Spring Summer Fall Spring

* Summer * Fall * Spring

Summer as header

This is an example of a school that normally processes Summer as a header.

• Student has aid period of Summer-Fall-Spring in aid year 2018/2019.• Student has EDE record for 2017/2018 and assigned aid period of Fall-Spring for 2017/2018.

To process the most beneficial Pell award for payment out of either 2017/2018 or 2018/2019,assign an aid period defined in 2017/2018 consisting of Fall-Spring-Summer as a Pell aid periodon ROAPELL (2017/2018).

Note: The Pell Aid Period, Fall-Spring-Summer 2017/2018 (noted with an *) processes as Summeras Trailer in the previous aid year.

Current Year Aid PeriodFall-Spring2017/2018

Crossover Period AidYear2018/2019CrossoverAid Year2017/2018

Next Year Aid PeriodSummer-Fall-Spring2018/2019

Fall Spring Summer Fall Spring

* Fall * Spring * Summer

Processing examples

A pair of Pell aid period examples are described.

The RPEPELL process first looks to see if a Pell aid period exists for the aid year. If none exists,processing continues for the aid period. A comparison is done to determine the aid year thatprovides the most beneficial Pell award for the summer crossover period.

Example of school processing as trailer school for 2017/2018 with Pell aid period processing assummer header for 2018/2019:



Student 1

Aid Period

Aid period for 2017/2018 Fall-Spring-Summer, EFC = 1000,Scheduled full-time Pell = $4970

Aid Period for 2018/2019 Fall-Spring, EFC = 0, Scheduledfull-time Pell = $5920

Pell Aid Period for 2018/2019 Summer-Fall-Spring

As a result, RPEPELL determines the most beneficial Pell for Summer period to be from the2018/2019 aid year and award the Pell for Summer period to 2018/2019 and a $0 amount for theSummer period in 2017/2018.

Student 2

Aid Period

Aid period for 2017/2018 Fall-Spring-Summer, EFC = 0,Scheduled full-time Pell = $5920

Aid Period for 2018/2019 Fall-Spring, EFC = 1000,Scheduled full-time Pell = $4970

Pell Aid Period for 2018/2019 Summer-Fall-Spring

As a result, RPEPELL determines the most beneficial Pell for Summer period to be from the2017/2018 aid year and award the Pell for Summer period to 2017/2018 and a $0 amount for theSummer period in 2018/2019.

Crossover Summer periods setup

This section acts as a guide to setup for processing Crossover Summer periods.

Period Base Data (RORPRDS)

For a summer crossover period, the Crossover indicator must be updated and the aid year code forthe crossover aid year entered in the Crossover Aid Year field.

• Normally process summer as a trailer, the crossover aid year would be the next aid year.

Example: Summer trailer 2017/2018 period, aid year = 2017/2018, crossover aid year =2018/2019, Crossover indicator is selected.

• Normally process summer as a header, the crossover aid year would be the previous year.

Example: Summer header 2018/2019, aid year = 2018/2019, the crossover aid year =2017/2018, Crossover indicator is selected.



Packaging Options (RPROPTS)

Add the crossover period(s) in the Enrollment Cut Off Date Rules window and the EnrollmentOptions of the Grant Options section for the crossover aid year. Update the values as appropriate.

On the Grant Options section, enter the date you want to stop the Pell process from automaticallycalculating the summer crossover period.

Global Institution Financial Aid Options (ROAINST)

In the Credit Hours section of ROAINST for the crossover aid year, add the summer crossoverperiod(s) and define the appropriate number of hours for each student level for processing.

Aid Period Validation (RTVAPRD)

Create an aid period to be used to represent your Pell Aid Period or reactivate one used forprevious Year-Round Pell processing. This aid period should be defined so it will include thesummer crossover period, and the periods for your academic year. A Pell aid period is the reverseof your normal summer processing where you would be processing summer as a header for thenext aid year if you normally process summer as a trailer.

• Trailer school: Define aid period to be used as Pell aid period and treated as a summer headerfor next aid year, such as Summer, fall, spring

• Header school: Define aid period to be used as Pell aid period and treated as a summer trailerfor the prior aid year, such as Fall, spring, summer

Aid Period Base Rules (ROBAPRD)

Add the aid period created which represents your Pell Aid Period. Update the Pell Full YearPercent field to reflect 150%. Update the Say Code to the standard academic year SAY code. ThePell aid period is not used as part of loan processing.

Aid Period Rules (RORTPRD)

Assign the appropriate periods for the Pell Aid Period.

Default Award and Disbursement Schedule Rules (RFRDEFA)/Fund Award and DisbursementSchedule Rules (RFRASCH)

Create the appropriate award and disbursement rules for the Pell aid period. The Grant AwardPercent should reflect an even distribution for the periods. For example, a semester school canassign 50% in each period such as fall, spring, summer.

Assign the Pell Aid Period

To process Pell for two aid years, you must assign the Pell Aid Period to the student. This can bedone manually by entering the aid period created on ROAPELL in the Pell Aid Period field or byusing the Batch Posting process with Type Code of AP. You may use algorithmic rules for assigningthe Pell aid period using Batch Posting.



Pell Calculation Process (RPEPELL)

The Pell process determines if a Pell aid period exists and processes the appropriate aid yearswhen called from pages or the automatic calculation. The Pell process awards Pell for the crossoverperiod which is most beneficial for the student.

• The Pell aid period is displayed on the award pages (RPAAWRD, RPAAPMT, ROARMAN) for theaid year the Pell aid period has been assigned.

• The amount calculated for the crossover period and the crossover aid year is displayed.• The amount calculated for the crossover period from the crossover aid year is reflected in the

Offered and Unmet Need calculations• The crossover period is assigned to both aid years for the student in the Award Schedule

section; the aid year where Pell was the most beneficial has an amount greater than $0 and theaid year where Pell was not the most beneficial has an amount of $0.

Disbursement Process (RPEDISB)

The RPEDISB process may be run from ROAIMMP or in Batch. When run in Batch, parameter 01- Aid Year may be left blank and enter the summer crossover period in parameter 03 – Period toprocess financial aid for both the aid years. When RPEDISB is run from ROAIMMP, you may useeither aid year when disbursing the summer crossover period because it has been associated withan aid year and a crossover aid year.


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