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Implementing BOG Waivers as Exemptions

Implementing BOG Waivers as Exemptions. Bob Hughes Applications Support Manager North Orange County CCD. About the Presenter. Higher Education Experience – 17 years Whittier College Cal Poly Pomona North Orange County Community College District

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Implementing BOG Waivers as Exemptions

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  1. Implementing BOG Waivers as Exemptions Bob HughesApplications Support ManagerNorth Orange County CCD

  2. About the Presenter Higher Education Experience – 17 years Whittier College Cal Poly Pomona North Orange County Community College District Fullerton College, Cypress College, School of Cont. Ed. Banner Experience – 14 years Programming for Financial Aid (Whittier, Cal Poly Pomona) – 10 years MBA CSU Fullerton

  3. About NOCCCD North Orange County Community College District Enrollment (Fall 2010 headcount) Fullerton College (22,354) Cypress College (15,963) SCE (16,613) 2009-10 BOG Waivers: 20,292

  4. What you will learn today How NOCCCD used to award BOG Waivers (as an award) How we do it now (as an exemption) Why we made the change Step through the setup process Lessons learned

  5. A Brief History Banner was implemented in 2001 Pre-2005: BOG waivers were processed manually. Award posted manually on RPAAWRD when completed paper app received. Spring 2005 – on-line application developed Spring 2006 – e-signature, batch posting awards, requirements See our presentation – http://www.3cbg.org/conferences/2006/

  6. The Old Way

  7. Online App (1)

  8. Online App (2)

  9. Online App (3)

  10. Online App (4)

  11. Online App (5)

  12. Data stored in ROAUSDF

  13. Batch post of Award, Docs

  14. Population Selection

  15. Fund Code Setup

  16. Award Screen

  17. Problems with awards Fees not waived (offset) until disbursement occurs Student pays “to be safe”, triggering large number of refunds Student doesn’t pay (expecting BOG), resulting in large unpaid A/R balances Student sees a BOG “award”, expects refund Phone calls to Financial Aid Tedious Reconciliation

  18. Need to improve collections 19% increase in 2 years

  19. The New Way Future plan – use a partial exemption to offset parking; eliminate the nightly adjustment

  20. NOCCD Gavilan Thank you to Dave Phillips Nick Yray CCCConfer Session Archive Available: 4/15/10 “BOG waivers as Exemptions with Gavilan College”

  21. Setup Steps District Division Code Validation (GTVDICD) College Code Validation (STVCOLL) BOG Waiver Year Validation (SVVBGYR) BOG Waiver Terms Definition (SVABTRM) Exemption Authorization (TSAEXPT) Fund Management (RFRMGMT) BOGW Eligibility Type Validation (SVVELIG) BOGW Payment Options Maintenance (SVAPYMT)

  22. Setup Steps (Cont.) BOG Income by Household Size (SVAINCR) BOG Waiver Required Documentation (SVAREQD) Residence Code Validation (STVRESD) BOG Waiver Marital Status (SVVBMTL) Term Control Form (SOATERM)

  23. GTVDICD

  24. STVCOLL

  25. SVVBGYR

  26. SVABTRM

  27. TSAEXPT

  28. TSAEXPT (Cont.)

  29. TSAEXPT (Cont.)

  30. RFRMGMT

  31. RFRMGMT (Cont.)

  32. RFRMGMT (Cont.)

  33. SVVELIG

  34. SVAPYMT

  35. SVAPYMT (Cont.)

  36. SVAPYMT (Cont.)

  37. SVAINCR

  38. SVAREQD

  39. STVRESD AB 131

  40. SVVBMTL

  41. SOATERM

  42. Setup is Done! Before you go live: Differences between BOG A, B, C Which ones require documentation? How will you notify re: documentation req’d? Parent signature for BOG B Dependent? Retroactive BOG Waivers Reversing BOG waivers

  43. The BOGW Funding Form

  44. The Result!

  45. Populating SVASFND Manually (BOG A, BOG B) Via SVPISIR (BOG B-ISIR, BOG C) – Batch ISIR Process C3SC Use a population selection identifying all recently loaded ISIR records Manual is out of the question for us – we created an “on-insert” trigger on ROBUSDF

  46. After Insert – Payment Process The BOG W payment process can either be called on a single student (via the options drop-down on SVASFND) or in Batch (via SVPPYMT) sv_state_aid_appl_bp.p_bogw_payment_process is the name of the API We automatically call this after each insert for BOG W eligible students

  47. Documentation Req’d

  48. DocumentationReq’d Discovered defect – documentation check box does not prevent payment We added logic in our trigger to bypass the payment process if documentation is required Also bypass BOG B for dependent students (even though BOG B is ‘unchecked’ on SVAREQD)

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