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
2
RBAABUD
3
A New Ending
RBAPBUD
4
RBAPBUD Applicant Budget
5
RBAPBUD Budget Maintenance
6
RBAPBUD Budget Maintenance - example
7
Period Budgeting
8
Period Budgeting Control
9
Already set up for Aid Year Budgeting
Add messages on RORMESG under Type: Period Budgeting
10
Period Based & Algorithmic Budgeting
Banner Financial Aid 8.16 User Guide
Pages 2-83 through 2-100
11
Section 1 Basics
12
RTVPBGP Period Budget Group Validation
(List your budget group names)
13
RTVPBGP Period Budget Group Validation
(List your budget group names)
14
RTVPBTP Period Budget Type Validation
(List your budget types)
15
RTVPBCP Period Budget Component Validation
(List your components)
16
RTVBCAT Budget Component Category Validation
(List your budget categories)
17
(Name your algorithmic rules)
18
Section 2 Set Up for Algorithmic Rules
19
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.
20
RBRPBYR Budget Groups
21
RBRPBYR Budget Groups
22
RBRPBYR Budget Groups
23
RBRPBYR Budget Types
24
RBRPBYR Budget Categories
Allows for arrangement of Print Order
25
RBRPBYR Budget Categories
26
RBRPBYR Budget Components
Allows for an Amount or an Algorithmic Rule
27
RBRPBYR Budget Components
28
RBRPBGR Period Budget Group Aid Year Rules
Assign Budget Types to each Budget Group
29
RBRPBGR Period Budget Group Aid Year Rules
Set up a Pell Budget Type for Groups with Pell
30
RBRPBDR Period Budget Detail Rules
Establish budget components for each budget group
31
Section 3 Create Algorithmic Rules
32
Section 3 Create Algorithmic Rules
(aka: Make sure you are good friends with IT)
33
RORALGS Algorithmic Support
Algorithmic Rule: Fees Good Practice:
Develop a list of criteria for the component.
34
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
35
RORALGS Algorithmic Support
36
RBRABRC Algorithmic Budgeting Rules
37
RBRABRC Algorithmic Budgeting Rules
38
Add the SQL Statements – with help from your friendly IT person!
RBRABRC Algorithmic Budgeting Rules
Fees: Sequence 1
39
RBRABRC Algorithmic Budgeting Rules
Fees: Sequence 2
40
RBRABRC Algorithmic Budgeting Rules
Fees: Sequence 3
41
Section 4 Assigning the Budget
RBRPBGP – for a population selection ROAIMMP – for an individual student
42
Section 4 Assigning the Budget
ROAIMMP – for an individual student
43
If left blank, it will create budget for the aid period.
Back to the End
44
• AIDY = 1415 • Student PIDM
RBRABRC SGASTDN RORALGS
RBAPBUD Budget Maintenance
45
46