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Period-Based Budgeting for Financial Aid
2013 Georgia Summit September 19, 2013
Susan A. Smith
Associate Director for Operation University of North Georgia
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Let’s Begin at the End
RBAABUD
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RBAABUD
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RBAPBUD
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RBAPBUD
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RBAPBUD – Applicant Budget
Error
Periods should have been: 201308 201402
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RBAPBUD – Budget Maintenance
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RBAPBUD – Budget Maintenance
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RBAPBUD – Budget Maintenance
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Period Budgeting
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Period Budgeting Control
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RORPRDS – Period Base Data Error
Period : 201308
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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 and Algorithmic Budgeting
Banner Financial Aid 8.16
User Guide Pages 2-83 through 2-100
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Step 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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RTVABRC Algorithmic Budgeting Rule Validation
(Name your algorithmic rules)
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Step 2: Set Up for Algorithmic Rules
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RBRPBYR Period Budgeting Aid Year Rules
(Matches up all the stuff you created in Step 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.
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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
Associate Budget Types to each Budget Group
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Enter each Group
RBRPBGR Period Budget Group Aid Year Rules Set up a Pell Budget Type for Groups with Pell
I decided to use standard amounts for the Pell Type.
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RBRPBDR Period Budget Detail Rules
Establish budget components for each budget group
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Error Period : 201308
Step 3: Create Algorithmic Rules
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Step 3: Create Algorithmic Rules
(aka: Make sure you are good friends with IT)
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RORALGS – Algorithmic Support
Algorithmic Rule: Room & Board Good Practice:
Develop a list of criteria for the component.
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Key 1 = Component Key 2 = Housing Plan Amount to Return
R + B 1 (with parents) 553
R + B 2 (on campus) 4150
R + B 3 (off campus) 4150
R + B 4 (with relatives) 553
R + B No response/ no FAFSA
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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
The SQL Statements – with help from your friendly IT person!
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RBRABRC -Algorithmic Budgeting Rules
Room & Board: Sequence 1
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RBRABRC -Algorithmic Budgeting Rules
Room & Board: Sequence 2
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RBRABRC -Algorithmic Budgeting Rules
Room & Board: Sequence 3
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Assigning the Budget RBRPBGP – for a population selection ROAIMMP – for an individual student
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Assigning the Budget
ROAIMMP – for an individual student
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Back to the End
RBRABRC RNANA14 RORALGS 47
AIDY = 1314 Student PIDM
RBAPBUD – Budget Maintenance
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201308
RBAPBUD
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