MASFAA 2012 Annual Conference Decoding the Codes: A Guide to IHL Reports May 24, 2012

1. MASFAA 2012 Annual ConferenceDecoding the Codes: A Guide to IHL Reports May 24, 2012

2. Reports • MOSFA generates: • Award Report • Disbursement Reports • Balancing Report • GEAR UP Scholarship Program Report • Institution generates: • Grade Report • Enrollment Report • Summer Development Program Enrollment Report • Refunds/Refund Report • Both contribute: • Balancing Report • Summer Development Program Enrollment Report • GEAR UP Scholarship Program Report

3. MOSFA-Generated Reports Award Report Adjustment Codes Disbursement Reports Balancing Report GEAR-UP Scholarship Program Report

4. Award Report • Posted on SSL site as award offers made • Data elements on Award Report: • Student information • Program name • Report date • Amount awarded by term • New award or adjustment indicator • Reason for change (if applicable)

5. Adjustment Codes

6. Adjustment Codes (Cont.)

7. Disbursement Reports • Posted on SSL site when funds disbursed • Data elements on Disbursement Report (Financial Aid Office) • Student information • Program name • Annual award amount • Amount disbursed • Check number • Data elements on Disbursement Summary Report (Business Office) • Total disbursed by program/institution • Check number • Check date • Mail date • EFT number

8. Balancing Report • MOSFA generates initial report • Posted on SSL site mid-term • Data elements on Balancing Report: • Student information • Term • Program name • Total disbursed for student by program • Institution certifies institution and MOSFA balance; balancing deadline near term end

9. GEAR UP Scholarship Program Report • MOSFA generates initial report • Posts to SSL site during awarding period • Requests the following data elements for GEAR UP applicants : • Cost of Attendance • EFC • Pell award amount • Other aid • GEAR UP Mississippi award amount • Institution provides requested data

10. Institution-Generated Reports Grade Report Enrollment Verification Report Summer Development Program Enrollment Report

11. Grade Report • Due 5thworking day after term ends on SSL site • Data elements on grade report: • Student information • Student type (UG/GR) • Term hours attempted • Term earned hours • Term quality points • Term GPA • Term pass/fail hours • Term incomplete hours • Total hours attempted • Total hours earned • Total quality points • Cumulative GPA • Coop during term • End of term classification • Major • Degree sought • Degree date if current term • Expected grad date • Comment

12. Enrollment Report • Due 6-11 days after term begins on SSL site • Data elements on Enrollment Report: • Student information • Student type (UG/GR) • Coop term • Term classification • Term hours enrolled • Term enrollment status • School email address

13. Summer Developmental Program Enrollment Report • Institution generates initial report of all students enrolled in the Summer Developmental Program • MOSFA determines which “enrolled” students met the July 21 application deadline, and requests: • Cost of Attendance • EFC • Summer EFC • Pell award amount • Other aid • SUMD award amount

14. Refunds and Refund Report • Institution refunds money to MOSFA • Institution includes refund report/roster with refund

15. Required Reports by Term • Fall • Enrollment • Balancing • Refunds • Grade • Winter (WCU) • Enrollment • Balancing • Refunds • Grade • Spring • Enrollment • Balancing • Refunds • Grade • Summer (nursing, GTS, CSA only) • Enrollment for nursing • Balancing for nursing • Refunds for nursing • Grade for nursing, GTS/CSA

16. Reporting Suggestions • Programmers write reports and save in central repository for use each term • Establish internal schedule for running reports • If MOSFA advises of errors in institutional report, involve programmers to correct root problem to eliminate same problem for future reporting

17. Reporting Deadlines • Grade Reports – 5th working day after term ends • Enrollment Reports – 6-11 days after term begins • Certification of Balancing Reports – near term end • Refunds – near term end

18. Deadlines Online?

19. Returning Funds • Current Policy • If student drops below FT or withdraws AFTER receives money, keeps money for term and student loses for next term • If student drops below FT or withdraws BEFORE receives money, money returned for term and student loses for current term AND next term.

20. Full-time Enrollment • 12 semester hours/9 trimester hours • Only courses listed as “undergraduate” in course catalog accepted for undergraduate students • Courses must be term bound - some independent study or correspondence courses are not accepted

21. Summer Disbursement for Nursing Education L/S • Will ONLY pay trailing summer • Student requests payment schedule on app. • BSN; RN to BSN; MSN; and RN to MSN: Fall/Spring - $1,500, Summer - $1,000 • Ph.D./DNP: Fall/Spring - $1,875; Summer - $1,250 • Part-time disbursements will be pro-rated based on enrollment report (FT, TT, HT, QT)

22. MOSFA Staff800-327-2980 OR 601-432-6997 • Jennifer Rogers, Director – jrogers@mississippi.edu • Programs: GEAR UP, Youth Advisory Board • Meg Harris, Assistant Director – mharris@mississippi.edu • Programs: Nursing Education (N-Z), Nursing Teacher Stipend (N-Z), William Winter, Counselor and School Administrator, and Graduate Teacher • Beverly Jackson, Senior Systems Analyst – bjackson@mississippi.edu • Handles all reports (grade, enrollment, balancing) and rosters (disbursement, award, etc.) • Babs McAlpin, Program Administrator – bmcalpin@mississippi.edu • Programs: HELP, Nissan, Graduate and Professional Degrees, State Medical, State Dental, Summer Development, SREB Regional Contract Program, Vet Med, Health Care Professions, Law/Fire, Doctoral Scholars, and Public Management Graduate Intern • Apryll Washington, Program Administrator – awashington@mississippi.edu • Programs: Nursing Education (A-M), Nursing Teacher Stipend (A-M), Critical Needs, MS Teacher Loan Repayment • Wayne Carlisle, Systems Analyst – wcarlisle@mississippi.edu • Renotta Jones, Administrative Assistant – rjones@mississippi.edu • Shirley Mitchell, Secretary/Receptionist – smitchell@mississippi.edu

23. Questions?