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Colleague Updates and Enhancements: What is available NOW?

Colleague Updates and Enhancements: What is available NOW?. Eric E. Lane Subject Matter Expert – FA WEST NC Community College System lanee@nccommunitycolleges.edu 919-866-5137. Karen Britt Statler Subject Matter Expert– FA EAST NC Community College System

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Colleague Updates and Enhancements: What is available NOW?

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  1. Colleague Updates and Enhancements: What is available NOW? Eric E. Lane Subject Matter Expert – FA WEST NC Community College System lanee@nccommunitycolleges.edu 919-866-5137 Karen Britt Statler Subject Matter Expert– FA EAST NC Community College System statlerk@nccommunitycolleges.edu 919-209-2181

  2. 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)

  3. 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

  4. Training Calendar

  5. Job Aids/Release Highlights Job Aids 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) • 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

  6. 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

  7. Recent Bug Fixes 9215 - FA: DL disbursement amounts from Colleague and COD for 2011 Date: 10/4/2012 3:32:58 PMIssue: 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 $995Research: 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.

  8. 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 initaldisb date based awards 210.453 - Drops as repeats issue

  9. Release Highlights 2012/2013 COD Processing (March 14, 2012) • 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

  10. Release Highlights 2012/2013 Additional COD Processing (May 23, 2012) • PLAP- View PLUS Applications • PLAD-PLUS Applications Detail • Edit 177 and 178 for LEU • FAAP-FA Awarding Parameters

  11. Release Highlights 2012 FA Enhancements (Aug 15, 2012) • 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)

  12. Release Highlights 2013/2014 FAFSA and INAS/PROFILE Processing (Oct 10, 2012) • FAFSA Forms • DLBR – Direct Loans Broken Link Report • FACB – Batch Update FA Counselor • FADB – FA Decision Batch Update

  13. Release Highlights 2012 Financial Aid Enhancements Release Highlights (Oct 18, 2012) • 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

  14. 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 Parent Plus *Not a complete list

  15. Pell Lifetime Eligibility Used • New Computed Columns • FIN.AID – FA.PELL.LEU • CS.ACYR – CS.PELL.LEU • SA.ACYR – SA.PELL.LEU • TA.ACYR – TA.PELL.LEU • NSPI Populated • 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. • We will process the one-time load of Pell Grant LEU data received from the COD System.

  16. Pell Lifetime Eligibility Used

  17. Pell Lifetime Eligibility Used

  18. Pell Lifetime Eligibility Used

  19. Pell Lifetime Eligibility Used INSD.PELL.LIFE.PCT.USED

  20. Pell Lifetime Eligibility Used REMEMBER the ‘99999’ trick!

  21. PELL LEU Transmittal Rule

  22. PELL LEU Packaging Rule

  23. Pell Lifetime Eligibility Used LEU Steps • Pull report from www.cod.edu to identify students • Create CMC codes for ‘nearing max’ and ‘max pell’ • Create rules for packager (CS.ACYR) and transmittal (TA.ACYR) • Add packager rule to PKDF, global rule • Add transmittal rule to AEC for FPELL • Review ‘nearing max’ students, make adjustments to PLCD, 99999 to adjust Pell award

  24. 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

  25. COD Processing Changes

  26. COD Processing Changes

  27. Exit Interview Changes

  28. Exit Interview Changes

  29. NSLDS Monitoring Changes

  30. NSLDS Monitoring Changes

  31. NSLDS Monitoring Changes

  32. DSRR Changes Requires update of SAS options on COD Website

  33. STCM Changes

  34. IART Changes • Stu IRS Req • Stu IRS AGI • Stu IRS FIT • Par IRS Req • Par IRS AGI • Par IRS FIT • VerGrp (Verification Group)

  35. FASI Changes

  36. IVER Changes

  37. ISVN/IPVN Changes

  38. SPTD Changes

  39. 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.

  40. 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.

  41. 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.

  42. Shopping Sheet • 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 • jww@northcarolina.edu • http://www2.ed.gov/policy/highered/guid/aid-offer/index.html

  43. 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

  44. 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

  45. Questions?

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