FORM 90 1 2 3 4 5 6 7 Graduate Student Financial Support Funding Mechanisms & History Data 1 FORM 90 2 Fellowship VS. Assistantship 3 Update to Form 90 & Processes Fellowship Minimum Stipends 4 Fellowship Insurance 5 Account Management 6 7 Form 90 Review

Funding Mechanisms & History Data 1 GRANT ( free money ) $ WORK LOAN

$ 1 GRANT WORK LOAN Funding Mechanisms & History Data Fellowship ( free money ) Fellowship Form 90/FA Form PASC Monthly Scholarship Form 79 DFA Semester $ WORK LOAN

$ 1 GRANT WORK LOAN Funding Mechanisms & History Data Assistantship ( free money ) Assistantship Fee Remit List/PA Form PASC Monthly Prof MS not eligible Hourly Timecard Bi-weekly $ WORK LOAN

$ 1 GRANT WORK LOAN Funding Mechanisms & History Data FAFSA ( free money ) $ WORK FAFSA http://www.purdue.edu/dfa/ LOAN

VS. 2 Fellowship Assistantship Fellowship VS. Assistantship Free Grant (0.0 CUL) Stipend GTS Eligibility COPA / Institutional Allowance Financial Aid (less eligibility) Purdue Student Insurance Taxable (taxes not withheld) Work (25.0 -100.0 CUL) Salary Fee Remit ($855/mo) Financial Aid (more eligibility) Grad Staff Insurance Taxable (taxes withheld)

2 Fellowship VS. Assistantship - GTS Semester Fees & Fee Remit GS Fellowship Admin as Assistantship ¼ Assistantship Fellowship with Fellowship CUL 50.0 – 100.0 (employee) 25.0 0.0 (not an employee) Hrs/week 10-40 10 Pay Salary Stipend Tuition Fee Remit GTS/GS Fees Student/Dept COPA/Student/Dept Insurance Payroll Deduction No Supplement Stipend Supplement Taxes Taxable (taxes withheld) Fellowship (taxes not withheld) ¼ Assistantship (taxes withheld) (taxes not withheld) Financial Aid More eligibility Less eligibility

1 Funding Mechanisms & History Data 810 fellows 869 fellowships 1375 Forms 90

How many 1 Funding Mechanisms & History Data fellows? fellowships? Forms 90? Based on Form 90 data for 2016-17

How many 1 Funding Mechanisms & History Data fellows? fellowships? Forms 90? 800+ 850+ 1375+ Based on Form 90 data for 2016-17

1 Funding Mechanisms & History Data External Types of Fellowships Federal Industrial Institutional Commitment Types of Fellowships Internal Graduate School Endowed (Dept/School /College)

1 Funding Mechanisms & History Data Example: Graduate School Tuition Payment GTS/Fee Remit Supplement Stipend/Scholarship Additional Appointment ¼ Assistantship Administration Fellowship/Assistantship Supplement Management Department Sponsor Internal: Graduate School Graduate School Endowed (Dept/School /College) Federal Industrial Institutional Commitment Example: Andrews, Bilsland, Carver, Chappelle, Kruhe, Lynn, Purdue Doctoral, Ross

1 Funding Mechanisms & History Data 1per sponsor guidelines Graduate Tuition Payment Fellowship/Fee Remit Supplement1 Stipend/Scholarship Additional Appointment1 ¼ Assistantship Administration Fellowship/Assistantship Supplement Management Dept/School/College Sponsor Internal Graduate School Endowed (Dept/School /College) Federal Industrial Institutional Commitment 1per sponsor guidelines

1 Funding Mechanisms & History Data 1per sponsor guidelines Graduate Tuition Payment COPA, GTS/Fee Remit Supplement1 Stipend/Scholarship Additional Appointment1 ¼ Assistantship Administration Fellowship/Assistantship Supplement Management SPS Sponsor Federal Graduate School Endowed (Dept/School /College) Federal Industrial Institutional Commitment 1per sponsor guidelines

1 Funding Mechanisms & History Data 1per sponsor guidelines Graduate Tuition Payment COPA, GTS/Fee Remit Supplement1 Stipend/Scholarship Additional Supplement1 ¼ Assistantship Administration Fellowship/Assistantship Supplement Management SPS Sponsor External Graduate School Endowed (Dept/School /College) Federal Industrial Institutional Commitment 1per sponsor guidelines

1 Fellowship Timeline Funding Mechanisms & History Data Allocations Made Colleges Submit Recipient List Nov May Jan – April Offers Made 10 11 12 01 02 03 04 05 06 07 08 2015 2016 2017 May – July Submit E-Form 90s Jan Colleges Submit Adjustments

VS. 2 Fellowship VS. Assistantship - GTS Semester Fees & Fee Remit Graduate Tuition Scholarship (GTS) Graduate Staff & Graduate School Fellows VS. TUITION (NR, FT) COPA/Inst. Allow. STUDENT FEES $9,992.00 $0.00 $9,992.00 $94.10 TUITION (NR, FT) FEE REMIT ($855/mo) STUDENT FEES General Service Technology Repair & Rehabilitation Student Activity Student Wellness Total Fees General Service Technology Repair & Rehabilitation Student Activity Student Wellness Total Fees $805.00 $94.10 $161.00 $122.00 $20.00 $ 1,202.10 $0.00 $161.00 $122.00 $20.00 $ 303.00

2 Fellowship VS. Assistantship – COPA Hierarchy 1 2 3 4 5 6 7 Medical Insurance 1 Grad Appt., R & R Fee, Wellness & Activity Fee 2 Technology Fee 3 International Fee 4 Tuition (Resident/Non-resident) 5 Differential Fee 6 Other educational costs consistent with the sponsor guidelines 7 Example: $12,000

VS. 2 Fellowship VS. Assistantship - GTS Semester Fees & Fee Remit Graduate Tuition Scholarship (GTS) Graduate Staff & Graduate School Fellows VS. TUITION (NR, FT) COPA/Inst. Allow. STUDENT FEES $9,992.00 $5000.00 $9,992.00 $94.10 TUITION (NR, FT) FEE REMIT ($855/mo) STUDENT FEES General Service Technology Repair & Rehabilitation Student Activity Student Wellness Total Fees General Service Technology Repair & Rehabilitation Student Activity Student Wellness Total Fees $805.00 $94.10 $161.00 $122.00 $20.00 $ 1,202.10 $0.00 $161.00 $122.00 $20.00 $ 303.00

Standard Project Timeline Update to Form 90 & Processes 3 Standard Project Timeline 08/01/2017 07/31/2018 Fellowship 2016 2017 2018 Assistantship 08/14/2017 08/13/2018

Andrews, Purdue Doctoral, Ross, Lynn Graduate School Fellowship Minimum Stipends 4 Andrews, Purdue Doctoral, Ross, Lynn $ $17,645 2017-18 FY

Open Enrollment Period Fellowship Insurance – Insurance Supplement Payment 5 Open Enrollment Period Aug ??? Sep ??? 07 08 09 10 2017 2018

eForm 90 Process

6 Form 90 Issues Status (Where is my Form 90?) Fellowship vs. assistantship (tuition, fees, insurance) Project period, semesters, months paid didn’t align No stipend amounts for holds Processing and routing issues causing delays Inconsistencies in fellowship set up request

5 Andrews Purdue Doctoral Carver Updates & Reminders to Fellowship Process 5 Andrews Andrews Fellowship Yr 1 Andrews Fellowship Yr 2 Andrews Assistantship Yr 1 Andrews Assistantship Yr 2 Purdue Doctoral Purdue Doctoral Fellowship Yr 1 Purdue Doctoral Fellowship Yr 2 Purdue Doctoral Assistantship Yr 1 Purdue Doctoral Assistantship Yr 2 Carver Carver Fellowship Yr 1 Carver Fellowship Yr 2 Carver Fellowship Yr 3 Carver Assistantship Yr 1 Carver Assistantship Yr 2

7 Form 90 Review Allocation Recipient List E-Form 90 Recipient List document GSBO Allocation November PUFO GEA Recipient List May GEA PUFO E-Form 90 Recipient List BO E-Form 90 Doc BO Bursar initiator receiver Award Letter Student BO

Form 90 Review 7

Form 90 Review 7

Form 90 Review 7

Form 90 Review 7

7 Form 90 Review Review 2016-17 fellows PUFO enters multi-year fellowships - This Year Only !!! Interdisciplinary fellowships – added to the department list

7 Open Labs July 7 10:00 -12:00 SC 183 July 26th 10:00 -12:00 SC 183 Form 90 Review 7 Open Labs July 7 10:00 -12:00 SC 183 July 26th 10:00 -12:00 SC 183

Initiated - Form 90 gets generated based on information in Recipient's list or when users add a fellowship by clicking new fellowship button.    Saved  - A form can be saved multiple times before it is submitted by clicking 'Save' button. Once submitted, this option disappears. Submitted -  When a user submits the form by clicking 'Submit' button. Completed - When the budget account info is entered and 'Reviewed by GSBO' button is clicked. This option is available only for Marci. For non "Purdue Graduate" fellowships this step is bypassed and a form attains 'Completed' status when 'Submit' button is clicked. Reviewed by Bursar - When the bursar office reviews the form and click on 'Reviewed by Bursar' button. Revised - Submitted - Once submitted, a form can be revised at any point by the business users by clicking the 'Revise' button. Revised - Completed - Similar to 'completed' status but when the revision process begins Revised - Reviewed by Bursar - ​ Similar to 'Reviewed by Bursar' status but when the revision process begins

https://ias.itap.purdue.edu/rgs/wpu_intra.pu_dispauth eForm 90 https://ias.itap.purdue.edu/rgs/wpu_intra.pu_dispauth

Thank You