Transcript Slide 1

Colleague Updates and Enhancements:
What is available NOW?
Eric E. Lane
Karen Britt Statler
Subject Matter Expert – FA WEST
NC Community College System
[email protected]
919-866-5137
Subject Matter Expert– FA EAST
NC Community College System
[email protected]
919-209-2181
Recent/Upcoming Events
• Financial Aid Review Team (Dec 2012)
• Lifetime Pell Eligibility Used Computed Columns (Sept 2012)
• NCASFAA – Concord, NC (November 11-14, 2012)
• FSA Conference – Orlando, FL (November 27-30, 2012)
– Registration Is Open!!
• ellucian LIVE (April 2013) Philadelphia, PA
• IIPS Conference 2013 (Oct 2013)
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Project Updates
• CFI / Colleague Interface
– NC Grants
• SOW Complete
– Verification
• Requirements updated
• 13/14 Template Completed
• Portal
– State Board Approval Pending (Nov. 2012)
– 12 Pilot Colleges
• Group 1 – Wake, Surry, Johnston, Lenoir
• Group 2 – Randolph, Cleveland, Beaufort, Sandhills
• Group 3 – Wayne, Craven, Blue Ridge, Tri-County
– Training
• 12 chairs in portal implementation overview
• Individual college user training
• Shopping Sheet
– Beta Testing
– Spring Delivery
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Training Calendar
Training Course
Start Day
FA – Understanding Your
Data/Informer
October 17-18, 2012
FA – FA101 (Invitation Only)
October 22-25, 2012
Y*
FA – Annual Set Up (4 weeks)
On-going in Feb/March 2013
Y
FA – Rules Writing
May 2013
Fa-Communication Management TBD
Remote
Seated
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Y
Job Aids/Release Highlights
Job Aids
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FA-Annual Set Up Guides
FA-Eligible Program of Study
FA-Direct Loan Reconciliation
FA-Auto Packager
FA-Satisfactory Academic
Progress
• FA-LEU
• FA-Transfer Monitoring
• FA-Verification Using
Colleague
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Release Highlights
• Release Highlights:
2013/2014 FAFSA and
INAS/PROFILE Processing
• 2012 FA Enhancements (Aug
15, 2012)
• WebAdvisor for FA (Aug 15,
2012)
• Using Direct Loans (Aug 15,
2012)
• 2012/2013 Additional COD
Processing (May 23, 2012)
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Recent Bug Fixes
60349.56-FA: FATR Adjusting Loan Fees for Loans Disbursed/Reported prior to July 1,2012
184.46 - FA - Unmet Need is calculated incorrectly
59600.82-Computed Column for LEU
58224.63-FA: TA.QUERY.REG.CREDITS uninitialized variable warning
53972.37 - FA~Link rewrite of authorization process
59724.52-FA: WA Change My Loan Amount is clearing packaging information
60220.85-FA: MRLR produces blank report
60290.15-FA: Direct Loans and Pell keep resending to COD
58829.44-FA: FAOP System defaults field label does not display properly
58641.33-FA: IVER gives uninitialized variable warning
58424.85-FA: TMXP process help is incorrect
57854.89-FA: FASI allows entry of FA Decisions without an associated Decision Date
57239.48-FA: FIDF for not accessible using UI43 form search
50386.63-FA: AWPD allows for multiple entry of same term
45884.07-FA: ROFD every third page blank
44239.37-FA: CRCS Front end parameters not reliable – results unpredictable
31980.52-FA: PKCR is updating students CM code even when not packaged
12158.74- FA: Change the way status codes work on FAWP
9033.59 - FA: ROFC Update button may increase the awarded amount by $1
58526.85
- FA: SA.PELL.TRANS.NBR not removed when Pell award deleted
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Recent Bug Fixes
9215 - FA: DL disbursement amounts from Colleague and COD for 2011
Date: 10/4/2012 3:32:58 PM
Issue: Clients are finding some 2011 disbursements amt is not matching in Colleague vs COD.
I.E, loan amt is $1000.00, but the actual disb amt in Colleague is $990 and COD accepted amt is $995
Research: The anticipated Disb date is generally prior to 7/1/12, but the actual disbursement was done
after 7/1/12. This is the reason why FATR considers the new 0.0 Interest Rebate % and doesn't transmit
the correct amount. However, FA users are manually changing the Init XMIT amt on DLAN to be prior to
7/1/12. This is why there is no reject from COD at award or at disb level, but this causes COD and
Colleague amt not to match.
Resolution: Since the issue is being after the fact and last fiscal year might be close by now, the best way
to resolve this issue is to remove the new fees line with activate date = 7/1/12 for the award in question
from LAWD. Run FATR/FATP for the student in question which should transmit the remaining money to
student's account. You may want to check DLAN to make sure that the Init XMIT date is still prior to
7/1/12. You can then run CODE to see if the record goes out, if award and disb has A response already
imported in Colleague, then record may or may not go out. ALL OF THIS NEED TO BE DONE ON A QUIET
SYSTEM. Making sure NO ONE is running FATR/FATP, CODE, or awarding students.
Once the student in questions are taken care of place the new fees back on LAWD immediately.
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New Bugs
60846.82 - FISAP report erroring all students as LTFT
59319.26 - FRCC - Not updating credit totals immediately
46577.11 - FA~Link FLNK Host Server modification release
53972.37 - FA~Link rewrite of authorization process
60677.22 - DAV - confusing message when student has no awards
(The field SA.AWARD in the file SA.ACYR is not setup error)
29153.15 - "Record Security Violation" Encountered for Reports and Batch Processes
(ISIM import error – update SVM privacy code)
60676.22 - UFIF column header in wrong place
60634.07 - FA-FASI error typo when student has no ISIR
23794.04 - FAR027/AWDR – Numeric award codes not working (Invalid Sort)
5508.41 - SBC in UI has misaligned labels
14821.07 - Duplicate Checking and ISIM (value not saved on DUPC)
25532.56 - FA: zero amt inital disb date based awards
210.453 - Drops as repeats issue
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Release Highlights
2012/2013 COD Processing
(March 14, 2012)
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FAEX – FA Exports
UCOD – Unsent COD.XML files
CNVP – FA.COD.WORK.NVP files
CXBD – COD.XML BUILD.DIR files
FEAF – FA Export Archive files
FCVR – FA Reg and TIV Credits Variance Report
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Release Highlights
2012/2013 Additional COD Processing
(May 23, 2012)
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PLAP- View PLUS Applications
PLAD-PLUS Applications Detail
Edit 177 and 178 for LEU
FAAP-FA Awarding Parameters
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Release Highlights
2012 FA Enhancements
(Aug 15, 2012)
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ROFW – ROF Worksheet
OVAW – Over Award Detail Report
AERL – Award Eligibility Rules
DCTL – Disbursement Date Code Tool
FAPS – FA Attendance Pattern Setup
PELL LEU Computed Columns (FA, CS, SA, TA)
NSLDS Monitoring (FAUP)
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Release Highlights
2013/2014 FAFSA and INAS/PROFILE Processing
(Oct 10, 2012)
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FAFSA Forms
DLBR – Direct Loans Broken Link Report
FACB – Batch Update FA Counselor
FADB – FA Decision Batch Update
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Release Highlights
2012 Financial Aid Enhancements Release
Highlights
(Oct 18, 2012)
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ROFW – Return of Funds Worksheet
OVAW – Over Award Detail Report
FAPS – FA Attn Ptrn Setup
DCTL – Disbursement Code Date Tool
AERL – Award Eligibility Rules
FAS984 – Unprocessed NSLDS Monitoring Files
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Release Highlights
New / Modified Subroutines*
• S.FA.PROCESS.NSLDS.FILES. This subroutine imports transfer monitoring
files through the DOEI process.
• S.FA.GET.DISB.CODE. This subroutine returns a disbursement code when
provided a year, student ID, and award code. This subroutine is called by
the TC.DISB.CODE file and is used by the DCTL form.
• S.GET.UNMET.NEED. This subroutine now calls the shared subroutine to
calculate Unmet Need.
• S.FA.APPLY.UNMET.NEED.FORMULA. This subroutine isolates the unmet
need calculation and replaced the use of an insert.
• S.FA.GET.COST.EFC.NEED.AMTS. This subroutine consolidates logic being
used in several places into a single subroutine.
• S.FA.GET.COD.ACTIVE.PARAMS. This subroutine reads the
FA.UPDATE.PARAMETERS file and return parameters needed for the DOEI
importing process.
• S.FA.PKG.AMT.FFELP. Allows packing of additional Unsub for denied
*Not a complete list
Parent Plus
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Pell Lifetime Eligibility Used
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New Computed Columns
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FIN.AID – FA.PELL.LEU
CS.ACYR – CS.PELL.LEU
SA.ACYR – SA.PELL.LEU
TA.ACYR – TA.PELL.LEU
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NSPI Populated
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http://ifap.ed.gov/eannouncements/attachments/062912PGLEUInfor0712Attach.pdf
- We will continue to send Pell Grant LEU data from the COD System to the NSLDS for
all Pell Grant recipients.
- The weekly 2012-2013 Pell Grant LEU reports will continue. The weekly Pell Grant
LEU e-mails to students will end on July 1, 2012.
- For additional information about the Pell Grant LEU Report, refer to Volume VI,
Section 8 of the 2012-2013 COD Technical Reference.
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We will process the one-time load of Pell Grant LEU data received from the COD System.
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Pell Lifetime Eligibility Used
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Pell Lifetime Eligibility Used
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Pell Lifetime Eligibility Used
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Pell Lifetime Eligibility Used
INSD.PELL.LIFE.PCT.USED
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Pell Lifetime Eligibility Used
REMEMBER the ‘99999’ trick!
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PELL LEU Transmittal Rule
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PELL LEU Packaging Rule
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Pell Lifetime Eligibility Used
LEU Steps
1. Pull report from www.cod.edu to identify
students
2. Create CMC codes for ‘nearing max’ and ‘max
pell’
3. Create rules for packager (CS.ACYR) and
transmittal (TA.ACYR)
4. Add packager rule to PKDF, global rule
5. Add transmittal rule to AEC for FPELL
6. Review ‘nearing max’ students, make
adjustments to PLCD, 99999 to adjust Pell award
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Upcoming Bug Fixes
114.2259 - SAP: Include credits dropped after census date in credits attempted
60696.11 - ROFC incorrectly relies on TIV Credits for Pell calculation
5261.63 - FA: AIDE allows exceeding award budget on VFBL
50266.96 - FA: DLAN is blank, award has transmitted/exported
51602.59 - S.FA.ACTIVATE.PACK not on student record cannot delete message
56506.78 - FFSP does not finish out when run in UPDATE mode
59111.44 - DLAN allows the deleting of disbursements that have been transmitted.
60295.22 - FA: APCR does not produce a report unless Min and Max Credit Values Entered
60634.07 - FA-FASI error typo when student has no ISIR
60656.48 - FA: Download date stamp missing for files in UFIF/FA.RECEIVE.DIR
60676.22 - UFIF column header in wrong place
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COD Processing Changes
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COD Processing Changes
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Exit Interview Changes
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Exit Interview Changes
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NSLDS Monitoring Changes
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NSLDS Monitoring Changes
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NSLDS Monitoring Changes
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DSRR Changes
Requires update of SAS
options on COD Website
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STCM Changes
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IART Changes
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Stu IRS Req
Stu IRS AGI
Stu IRS FIT
Par IRS Req
Par IRS AGI
Par IRS FIT
Ver Grp (Verification Group)
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FASI Changes
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IVER Changes
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ISVN/IPVN Changes
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SPTD Changes
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SPTD Changes
Ungraded Course Statuses to Include
Enter statuses of ungraded courses to include as attempted credits in the SAP Calculation (SAPC)
process.
The SAPC process includes ungraded courses that were dropped after the census date but
before the drop grade required date. You must specify in this list which statuses the SAPC
process will consider. Most institutions will choose the D–Dropped and W–Withdrawn statuses.
Ellucian recommends you choose those and any statuses that are equivalent to those.
However, you can choose any status listed in this drop-down box.
The SAPC process finds ungraded courses with one of the statuses listed here. If the associated
status date is after the course census date and before the drop grade required date, then the
SAPC process will consider these credits as Attempted. For example: Student drops a MATH
course after the census date but before the grade required date. A grade is never assigned to
this course, but the SAPC process will consider those credits as Attempted.
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SPTD Changes
In order for the SAPC process to include ungraded
courses in Attempted Credits, you must:
• Define census dates on one of the SRGD, TLOC,
ACTM forms
• Define a drop grade required date on one of the
SRGD, TLOC, or ACTM forms.
• Define a census number on the FRCP form.
• Define Ungraded Course Statuses To Include on this
form.
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SPTD Changes
Essentially…
You must enter statuses in the Ungraded Course
Statuses to Include list on the SAP Type Definition
(SPTD) form for any SAP Types that should consider
dropped or other ungraded courses as attempted.
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Shopping Sheet
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Answer Net #60494.81 and 60814.63
Section 484 of HEOA
Encouraged to be using 13/14
Required by schools agreeing to Executive Order
13607
• Programming specifications delivered Sept 30
• NCCCS Beta for ellucian
• Dr. Joe Wescott Executive Director NCSAA
– 919-733-7535
– [email protected]
• http://www2.ed.gov/policy/highered/guid/aid-offer/index.html
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Open Enhancement Requests
60589.48 - FA: Add unofficial withdrawal flag on ROFC which will use 50% for % TIV earned
60558.93 - FA: RFBL should have consistent Error Messages
52520.78 - FA: Default the additional criteria on the SBRV form to No
59974.78 - FA: Add values for IRS Request flags for student and parent to IPVN/ISVN
60551.96 - FA: Mark items based on verification group codes on the verification forms
8616.75 - FA: Assign FA.COUNSELOR in FIN.AID with batch process
39986.19 - FA: ISIM report showing CORE updates (CIMO)
46081.22 - FA: Only include Reg Credits that are within the student's program(s)
45417.26 - FA: Use the Last Date of Attendance in determining Withdrawal Date on ROFC
41972.63 - FA: Add Net Price to FA Dashboards
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Existing Bugs
56775.85 - UI4.2./4.3 > UNIX permissions issues with the FA module
55650.74 - CM: PCB BATCHLISTS records can remain locked after process finishes
57854.89 - FA: FASI allows entry of FA Decisions without an associated Decision Date
7687.11 - Direct Deposit for Financial Aid
51984.85 - FA: DSRR > Would like the ability to print the raw data from the SAS file
56506.78 - UI 4.2 > FFSP does not finish out when run in UPDATE mode
8367 - FA:DOEI can not import files >FATAL error accessing ini-file
58564.93 - FA: SA.ACTION not being updated if loan changed to only 1 term
53046.81 - FA: Detail to LEEI from FASI
215.746 - FA: SAPM still not working after loading FA2
29240.11 - WA: No report was produced message when running WBSTS022
20569.63 - AR: FATR not limiting to savedlist of TA records
55772.19 - FATR and Unitialized Variable Errors with S.FA.XMIT.CALC.DISB.AMTS
46081.22 - FA: Only include Reg Credits that are within the student's program(s)
17060.52 - Odd behavior on FA by year if no aid for year (WA)
60012.78 - FA: Change My Loan Amount Error in WebAdvisor based on Unmet Need
58770.44 - FA: BAWD not creating SL record if creating award for award period
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Questions?
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