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Welcome Fellowship Training 2005

Welcome Fellowship Training 2005. Training Team. Cyndi Lynch, Director of Fellowships and Professional Development clynch@purdue.edu 42598 Kelly Kater Fellowship Secretary kater@purdue.edu 42598 Ashlee Robertson Director of Financial Affairs ashlee@purdue.edu 41558. Communicate.

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Welcome Fellowship Training 2005

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  1. WelcomeFellowship Training 2005

  2. Training Team Cyndi Lynch, Director of Fellowships and Professional Development clynch@purdue.edu 42598 Kelly Kater Fellowship Secretary kater@purdue.edu 42598 Ashlee Robertson Director of Financial Affairs ashlee@purdue.edu 41558

  3. Communicate Objectives • Understand the difference in graduate student appointments and financial aid implications • Communicate changes in Graduate School Fellowship Program • Understand the impact of offer letters • Academic Office Business Office

  4. Fellowship Overview Fellowship Program Changes Offer Letters Agenda

  5. Fellowship Manual http://www.purdue.edu/GradSchool/downloads/facstaff/fellowshipmanual.pdf Reference Material

  6. Part 1Fellowship Overview

  7. Executive Memorandum A-199 (1961) Addendum to A-199 (1984) Executive Memorandum C-23 (1991) Medical Insurance Policy (1997) Fellowship Policies

  8. Definition of a fellowship Conditions for acceptance Recommended financial provisions Policy-making responsibilities Executive Memorandum A-199

  9. Fellowship Defined Free grant given to the University for the support of a graduate student in his or her study and /or research. The primary purpose of such a grant is to further the education and training of the student recipient in his or her individual capacity.

  10. Sets the charging/costing guidelines for fee remits for dual fellowship and assistantship appointments Attachment 3 Addendum to A-199

  11. Students on a fellowship appointment, who hold an additional .25 FTE, are entitled to the graduate staff fee remission, as part of the compensation benefits. This is an entitlement that cannot be waived. Addendum A-199 con’t.

  12. Monthly stipend (fellowships) andcompensation (assistantships) ranges Salary policy is approved by the Board of Trustees and communicated to the academic units by the Dean of the Graduate School Executive Memorandum C-23

  13. All fellowship awards to include a supplement for the purchase of medical insurance When the fellowship does not provide a supplement, the department is responsible Medical Insurance Policy

  14. Guidelines Tax implications Financial aid implications Reference: Guidelines for Determining the Status of a Student as a Graduate Assistant or Graduate Fellow Fellowship or Assistantship

  15. Assistantship = 0.50 FTE Fellowship = 0.00 FTE Additional 0.25 FTE Grad appointment permitted International students maximum appointment = 0.50 FTE (visa restriction) Fellowship does not count towards this requirement Appointment Limitations

  16. Cost of education – Aid = Loan Eligibility Aid includes scholarships, fellowships, assistantships Financial Aid Eligibility

  17. The Estimated Cost of Education (Based on survey conducted by Division of Financial Aid)

  18. Financial Aid Calculations

  19. If a student has a fellowship and an assistantship, the fellowship stipend must be included in calculating financial aid eligibility. Note:

  20. When registering fellows for classes, do not code fellows as assistants on the Registrar Form 23 (sections 9 and 9a) Division of Financial Aid may be required to bill the student for disbursed loan proceeds. Special Note:

  21. For all financial need-based fellowships (i.e. GAANN or Javits), the student must have a FAFSA establishing financial need before the award is made. Need-based Fellowships

  22. Part 2Graduate School Fellowships

  23. Federal Graduate School Administered School or Department Endowed Foundation Industrial Types of Fellowships

  24. Andrews Bilsland Dissertation Carver Chappelle Knox Kruhe Lynn Purdue Doctoral Puskas GS Summer Research Grants Ross Special Initiatives Graduate School Fellowships Reference: 2004-05 GS Fellowships & Guidelines (purple sheet)

  25. Allocation are made in dollars, not in numbers Schools/programs set stipend level (minimum $14,000 plus insurance & tech fee ) Changes occurring in 2004-05

  26. Diversity fellowships (Knox, Purdue Doctoral) are selected by the School/College Diversity fellowships (Knox, Purdue Doctoral, and George Washington Carver) are required to complete a 500 word diversity essay Special Initiatives fellowships are student written and submitted Changes occurring in 2004-05

  27. Andrews Dissertation Knox Lynn Purdue Doctoral Ross Summer Research Grants Awards selected by Academic Program Reference: Guide to Graduate School Awards (purple sheet)

  28. Chappelle George Washington Carver Kruhe Puskas Special Initiatives Graduate School Selected Reference: Guide to Graduate School Awards

  29. Part 3 Offer LettersFellowship/Assistantship

  30. Title/Type (TA/RA/Fellow) Stipend or compensation amount Length of appointment Tuition & fees (how & what covered) Insurance Terms of Appointment

  31. Title of Appointment? Fellowship or Assistantship Stipend or Compensation amount? Fellowship/Stipend No Taxes Withheld Assistantship/Compensation amount Taxes Withheld Offer Letter – Key Points

  32. Length of Appointment? Consistent with Award Long Term Commitment Insurance Fellowship/stipend supplement Assistantship/PU grad health insurance (www.student-resources.net) Key Points (continued)

  33. Tuition Assistantship/Tuition Remitted Fellowship GS – tuition scholarships Federal – tuition scholarships Institutional commitments – tuition scholarships Industrial – not eligible for tuition scholarship Foundation – check with Graduate School Key Points (continued)

  34. Fees Dependent on Sponsor/Department Graduate appointment fee Technology fee International student fee Differential fee Key Points (continued)

  35. Resolution of the Council of Graduate…. Cannot require acceptance prior to April 15th Key Points (continued)

  36. Offer Letter Distribution Dept. Business Office Graduate School Dept. Graduate Chair Student file ISS (if international) Others as Needed Key Points (continued)

  37. Use Fellowship Offer Response Form copy the Graduate School on the responses Academic Office and Business Office audit final list of fellows; copies Graduate School Key Points – Offer Letters

  38. Fellowship Manual HBCU, HSI, Tribal college report Funding web pagehttp://www.gradschool.purdue.edu/funding/ Fellows web pagehttp://www.gradschool.purdue.edu/funding/fellows.cfm Fellows recognitionhttp://www.gradschool.purdue.edu/funding/indextemp.cfm Fellowship Resources

  39. Other resources needed? email fellowships@purdue.edu Fellowship Resources

  40. Questions Cyndi Lynch, Director of Fellowships and Professional Development clynch@purdue.edu 42598 Kelly Kater Fellowship Secretary kater@purdue.edu 42598 Ashlee Robertson Director of Financial Affairs ashlee@purdue.edu 41558

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