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
Enter each Group
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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
Error
Period : 201308
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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.
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
553
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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
AIDY = 1314
Student PIDM
RNANA14
RORALGS
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RBAPBUD – Budget Maintenance
201308
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RBAPBUD
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Contact Information
[email protected]
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