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NYSFAAA 2016How to gain the benefits of automating the
financial aid process
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Session Rules of Etiquette
• Please turn off your cell phone/pager
• If you must leave the session early, please do so a
discreetly as possible
• Please void side conversation during the session
Thank you for your cooperation!
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How to Gain the Benefits of Automating the
Financial Aid Process
Robert Zasso
Associate Director of Financial Aid
Dutchess Community College
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Agenda
Why Automate?
Tools of the Trade
What to Automate?
Tips & Tricks
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Why Automate
• Streamline our financial aid office processes
• Enforce accountability where it matters• Learn where training is needed
• Helps with ownership of a job duty
• Minimize mistakes due to manual errors and inefficiency
• Develop an insight into the evolution and repercussions of our financial aid processes
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Benefits of Automating
• Free up counselors to have more time to work with students one on one
• Less time on busy work & reviewing files
• Not touching a student’s the file as often
• Reduce human error
• Increase data accuracy
• Allows more time to deal with compliance
• Can find paperwork and files quicker if the office is using an imaging system
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You Have Choices
• Can go baseline
• Have the school purchase third party software
• Automate what you like
• Not all automation has to be run by scheduler
• Can create reports/processes to be run manually
that have multiple steps
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Road Blocks
• Some staff afraid of change
• Like to still do it manually
• Like paper
• Staff does not trust Banner
• Not enough IT support
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Solutions to Road Blocks
• Some staff afraid of change & like to still do it manually
• Show them the new process and ask them to try it and ask for feed back after a month & incorporate feedback if possible
• Staff does not trust Banner
• Have them use it and show them how it has the information they need at their fingertips & makes their day to day jobs easier
• Not enough IT support
• Try and find someone in the office who can learn some basics on population selections & SQL Queries
• Good at developing a process
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Find Balance: Complexity vs Efficiency vs
Simplicity
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Tools of the Trade
Duties per Position
• Job Descriptions
• Tasks Timeline
• Job Stream
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Position Job Duties: State & ScholarshipsJob Description Policy & Procedure Type Asst Director State/Sch
APTS
Review APTS Recipients for
Academic Eligibility, Registration, &
Documents. NYS Weekly X
APTS-Review
Review Completed APTS
Applications for Income and
Application Qualifications NYS Weekly X
Award Cancellation
Canceling a Student's Award based
on Numerous Circumstances Packaging Daily X
COA & TIV Over award Review
Review TIV & COA Over award
Lists for Revisions Compliance Daily X
Consortium
Review & Input Consortium
Agreements into Banner and
WebXtender Packaging Weekly X
Corrections
Can make Corrections to the
FAFSA in Banner and CPS Packaging Daily X
Counseling
Discuss with a Student about
Financial Aid Communications Weekly X
Counseling: Dorm Students
Counsel Dorm Students on Options to Pay for School & Dorms Communications Daily X
Emergency Cases-Dean's Office
Dealing With Situations Beyond our
Control Communications Daily X
Financial Aid SeminarsPresent Financial Aid Seminars to High Schools & Classes Communications Semester X
Misc. Duties
Duties not specifically assigned,
decided by the Director Administration Daily X
Overpayment Review
Overpayment Review that Federal Aid has been Paid (COA Report for Loon Coordinator & Title IV Report for Scholarship/State Coordinator) Compliance Daily X
Packaging Awarding of Student Packaging Daily X
Packaging: Review List
Review SSN, DOB, Graduate,
Bachelors, or Citizen Issues. Packaging Daily X
Packaging: REVOTH Review
Review Asset, SELSER, Martial Status, Dependency Status, HHNUM, & DD214 Packaging Daily X
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Position Job DescriptionsThe Assistant Director of Scholarships & New York State (NYS) Grants is responsible to the Director of Financial Aid for assisting in the administration of federal, state and institutional financial aid funds. He/she has the authority to make decisions, subject to the approval of the Director of Financial Aid to award within the authority delegated by the Director of Financial Aid, “financial aid packages” and perform all other necessary duties assigned to or required of the Assistant Director. This position will also be responsible for the administration of all institutional as well as outside scholarships. He/she will also be the integral position that works directly with the other offices on campus for the proper administration of the New York State Tuition Aid Program (TAP) and Aid for Part-time Study Program (APTS).
RESPONSIBILITIES
Assist the Director in administration of all financial aid at the institution
Administer federal, state and institutional financial aid
Complete the verification process and award students on a continuous basis
Counsel and advise students applying for funds offered through the College’s financial aid programs
In some cases assist in preparing, and in other cases prepare routine and periodic reports to state and federal levels, prepare and assist in preparing reports requested by the Director of Financial Aid
Continuously update his/her knowledge and understanding of federal, state and institutional policies, procedures and regulations and assess their impact on the College’s financial aid programs, making appropriate recommendations on the basis of that assessment
Exercise supervision of the support and student aid staff in the absence of the Director and Associate Director
Visit schools and agencies within the local area, promoting an awareness of the College’s financial aid programs and lend support to “outreach” efforts initiated by other campus offices.
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Tasks Time Line: State & Scholarships
Daily
TIV Over-Award Review (All)
APTS (5)
Counseling/Phones
INCHRV
Verification Review (15 a Day)
Spring Review Reports (All)
Summer Review Reports (All)
Counselor Phone Calls from List
PJ Review
FWS/RJASEAR
Request for Aid (FWS) Housing Package
Review
Review List
REVOTH
Weekly
Conklin Scholarships (Friday)
Convocation & Outside Scholarships
(Wednesday)
TAP Status Listing (AppWorx-Friday)
TAP Remittance (AppWorx-Friday)
NYS Aid Not Paid-Argos (Thursday)
Scholarship Aid Not Paid-Argos
(Thursday)
Conklin Not Paid-Argos (Thursday)
State & Scholarship Meeting
UEH
Housing Spring Packaging Review
G845
Monthly/Semester/Yearly
Financial Aid Seminars (Semester)
High School nights (Semester)
TAP certification (Monthly)
HESC Scholarships Certification
(Monthly)
TAP Enrollment Report (January)
TAP Tuition Costs (March)
APTS Certification/Grade/Under 10%
(January & June)
APTS Recipient List (November & March)
APTS & TAP Reconciliation (January &
June)
Wait List SEOG (Semester)
Housing Add/Drop Budget Review
(September & February)
Housing No Longer In Housing Review
(September & February)
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Job Stream
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Another Job Stream• ISIR Data load using TDClient
• COD Imports using TDClient
• RSRENRL for each semester
• Satisfactory Academic Progress (SAP) Processing
• Batch Posting and Grouping
• ISIR Correction Import using TDClient (unlock,
relock ISIRs)
• Packaging and Award Notifications
• ISIR Correction Extract/Export using TDClient
• Grant and Loan Origination Creation
• COD Extract/Export using TDClient
• Entrance and Exit Counseling Batch Post Processing
• Email Communication (document requests and SAP
notifications)
• Reports (various discrepancy and general
processing reports)
AM Processing Chain (morning run):
• COD Import using TDClient
• Pell LEU Processing
• Entrance and Exit Counseling Processing
• Disbursement
• Scholarship (AcademicWorks) Processing
• Work Study Processing
• Reports (various discrepancy and general
processing reports)
• Output to Work Folders on Departmental File
Share-Drives
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Tools of the Trade
• Manuals
• Explain the process flow
• Instructions
• Schedule of Workflow
• Timing is important
• Calendars
• Deadlines
• Review Processes
• Build for the majority
• Create reports for the expectations
• Less review
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Scheduling and Frequency of Jobs
PM Processing Jobs
• Runs Monday thru Friday evenings (starts 4:30pm)
• Duration: 4 to 8 hours depending on time of year
AM Processing Jobs
• Runs Monday thru Friday mornings (starts 12:00am)
• Duration: 4 to 8 hours depending on time of year
• Schedule Varies for Different Sub-JobsSome daily, some one day per week, some multiple times per day
Reasons for Scheduling/Frequency Choices
• Dependent upon business need
• To accommodate established maintenance windows andother departments’ processes
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Tools of the Trade• Scheduler
• Automic Scheduler (AppWorx)
• Cron (IT)
• Calendar & Employee (Run Weekly)
• Report Writer
• Argos
• Access
• Excel
• Imaging
• Application Xtender
• Third Party Software
• Delivery System
• Other solutions that generate output to the staff
• Work Flow
• File Share
Google Drive
One Drive
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Tools of the Trade: Programing Ideas
• Batch Posting
• Algorithmic Budgeting
• Algorithmic Packaging
• Algorithmic Aid Periods
• TAP Estimator
• State Certification & Remittance
• SQL
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Example: Assign Verification Documents
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Example: Assign Verification Documents
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Examples of what to Automate
• Data Load: ISIRS, DL & Pell Files (TDClient)
• Paperless Verification
• Extra Checks on State Aid processing
• Automating PLUS Loan processing
• Packaging
• Budgets
• Tracking
• SAP process
• Individual Jobs (Multiple Parts)
• Setup in a scheduler
• Parameters setup in Banner INB
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Other Items to Help Efficiency
• Self Service
• Online Forms
• Electronic Signatures
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Tips & Tricks
• Duplicate process for Different Years
Make dynamic
Reduce hard coding aid years and terms
• Report Distribution
Email versus File Share (~OneDrive)
• Set up naming standards for Scheduled Jobs,
Calendars, Variables, Notifications, etc., and
enforce them
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Thank You!
Contact Information:
Robert Zasso
845-431-8033