HIGHER EDUCATION. What can we help you achieve? SunGard Banner Financial Aid

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What can we help you achieve?

HIGHER EDUCATION

SunGard Banner Financial Aid

Tulsa Community College

Agenda for Consulting Workshop 1

April 1-3, 2008

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Confidential Business Information

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This documentation is proprietary information of SunGard Higher Education and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard Higher Education. Prepared By: SunGard Higher Education

4 Country View Road Malvern, Pennsylvania 19355 United States of America

© 2006 SunGard. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. In preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similar professional services. SunGard Higher Education makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization’s own choosing. Without limitation, SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners.

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Consulting Workshop 1 Agenda

Date, time, location, instructor • April 1-3, 2008 • 8:30-4:30 • Northeast Campus 2737 E. Apache

Student Center, 2nd floor, room 2565.

Tulsa.

• Carol Linsley, Functional Financial Aid Consultant

Purpose of this document

The purpose of the consulting session is to provide consulting, configuration assistance and clarification of the following topics:

o Record Creation o EDE/CSS Dataload

o Common Matching

o Requirements Tracking

o Need Analysis and Verification of Data o EDE Correction Processing

o Transfer Monitoring o Applicant Budget

o QuickFlow/My Banner Menu o Population Selection for Financial Aid o Letter Generation for Financial Aid

Recommended

participants • Financial Aid Implementation Team • Technical staff responsible for support of Banner Financial Aid

• Person(s) responsible for manual and electronic loading of federal application records and/or CSS Profile applications

• Person(s) responsible for defining and maintaining student tracking requirements, those responsible for running any reports or processes, producing correspondence, and selecting populations of students to run through various processes and reports • Person(s) responsible for the verification or review of student need analysis • Person(s) responsible for processing correction records via EDE

• Person(s) responsible for processing Transfer Monitor Records through NSLDS • Person(s) responsible for building and maintaining student cost of attendance budgets

Consulting

objectives • Review agenda topics and follow-up from training workshops 1 and 2 • Assist institution in understanding the processes related to each of the topics discussed

• Answer questions regarding the entry of data on the validation and rule forms for each of the topics

• Assist in developing financial aid population selection rules using the Banner General system Population Selection module

• Assist in creating financial aid tracking letter(s) using Banner General system Letter Generation module

Materials needed

for this session These materials will be needed for this workshop.

Reference Materials File Name

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Presentations Financial Aid User

Guide As defined in Training Workshops One and Two

Agenda

April 1, 2008 The following topics will be covered during the day during the approximate timeframes.

Time Topic

8:30am-12:00pm • Consulting, configuration assistance and clarification of the following topics: Quick Flow, User Preferences, Data Extraction and Job Submission

• Consulting, configuration assistance and clarification of the following topics: Record Creation & Common Matching

April 1, 2008 The following topics will be covered during the day during the approximate timeframes.

Time Topic

1:00pm-4:30pm • Consulting, configuration assistance and clarification of the following topics: EDE/CSS Dataload

April 2, 2008 The following topics will be covered during the day during the approximate timeframes.

Time Topic

8:30am-12:00pm • Consulting, configuration assistance and clarification of the following topics: Requirements Tracking, Need Analysis & Verification of Data

April 2, 2008 The following topics will be covered during the day during the approximate timeframes.

Time Topic

1:00pm-4:30pm • Consulting, configuration assistance and clarification of the following topics: EDE Correction Processing and Transfer Monitoring

April 3, 2008 The following topics will be covered during the day during the approximate timeframes.

Time Topic

8:30am-12:00pm • Consulting, configuration assistance and clarification of the following topics: Applicant Budget

April 3, 2008 The following topics will be covered during the day during the approximate timeframes.

Time Topic

1:00pm-4:30pm • Consulting, configuration assistance and clarification of the following topics: Population Selection

• Consulting, configuration assistance and clarification of the following topics: Letter Generation

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Post trip client

assignments • Complete rule and validation tables within the following modules: o EDE/CSS Dataload

o Common Matching

o EDE ISIR Corrections o Need Analysis

o Requirements Tracking o Applicant Budget

• Determine additional reporting needs

• Continue documenting and revising Banner Financial Aid procedures • Complete configuration of tracking letter(s)

Figure

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References

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