Subject Matter Expert-Financial Aid NC Community College System Updates From Your SME Karen Britt Statler Subject Matter Expert-Financial Aid NC Community College System statlerk@nccommunitycolleges.edu 919-209-2181

Recent/Upcoming Events FA Shopping Sheet (Released April 4, 2013) NC Community College and NC Education Lottery Patch (Scheduled April 11, 2013) COD Processing-March 6, 2013 (Scheduled April 25, 2013) Performance Enhancements for FATR Process (Scheduled April 25, 2013) Additional COD Processing (TBD) CFI / Colleague Interface NC Grants Verification-Job Aid Released IIPS Conference-Charlotte, NC (July 15-17, 2013) NCASFAA (November 3-6, 2013) SEDUG-Myrtle Beach, SC (November 2013) FSA Conference (November 2013) Ellucian LIVE- Anaheim, CA (April 6-9, 2014) 11/10/2018

Training 2013-2014 Training Calendar is under development Job Aids may supplement or replace some training Informer –F2F (3 days) Census Dates Roundtable (July 11, 2013) Satisfactory Academic Progress (SAP) Communication Management Annual Set Up IPEDS

Job Aids/Release Highlights FA-LEU FA-Annual Set Up Guide FA-Auto Packager FA-Eligible Program of Study FA-Direct Loan Reconciliation FA-Satisfactory Academic Progress FA-Verification Using Colleague 2013/2014 COD Processing (March 6, 2013) 2013/2014 ISIR Processing (December 19, 2012) 2013/2014 FAFSA and INAS/PROFILE (December 10, 2012) Web Advisor for Colleague Financial Aid (August 26, 2011) 11/10/2018

Enhancements/Bugs 61712.56 - FA: 2013/2014 COD II Release 55289.11 - FA: Budgets by Award Period 42815.37 - FA: WA - Add New Financial Aid Electronic Correspondence Consent Form 62059.56 - FA: Force 50% TIV Earned does not turn on ROF "X" flag on AIDE 9152.33 - FA - Create a process like BAWD to change multiple awards 4244.56 - FA: enhancement to indicate student registered even if gets out of classes 5541.78 - ST-AR: Is there a feature to integrate FATR/FATP with CC? 62304.37 - Allow Change in Dropdown for Award Letter Selection 62231.37 - FA: Add action category parameters on AWWP (accept/reject) 40664.11 - FA: Batch Process to Update Award Action Statuses 22379.67 - SAP interaction with Com Mgt – Enhancement Request 62285.89 - FA: Computed column to determine if student received a PELL grant in last 3 yrs 55650.74 - CM: PCB BATCHLISTS records can remain locked after process finishes 7687.11 - Direct Deposit for Financial Aid 58564.93 - FA: SA.ACTION not being updated if loan changed to only 1 term 11/10/2018

Template FA13DWTL-hard copy letter FA13EDOC-email FA13EAWD-award notification CRRD-2 tracks TRC All verification rules All corresponding paragraphs All corresponding communication codes 11/10/2018

Follow Up Template FAEROPEN FAERCLOS FARSSTX FARSMBB FARSMSR NC State Grant Rules (April 11, 2013) FAEROPEN FAERCLOS FARSSTX FARSMBB FARSMSR NC Community College Grant Rules FARNC… FARL… NEW RULES FARNC17H, FARNC16H, FARNC15H, FARNC14H, FARNC13H, FARNC12H, FARNC11H FARL2900, FARL3000, FARL3100 11/10/2018

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CFI Verification Job Aid CFI Verification Workflow 2013/2014 (January 2013) http://www.nccommunitycolleges.edu/CIS_Docs/docs/FINANCIAL%20AID/FAJobAids/FA_CFI_Verfication_Workflow_2013-2014.pdf 11/10/2018

Contains 2013/2014 PELL Updates!! Release Highlights 2013/2014 COD Processing (March 6, 2013) New Forms Contains 2013/2014 PELL Updates!! PLEU-Pell Lifetime Eligibility Used This is a report that will help you identify students who are getting close, have met or exceeded the LEU maximum 11/10/2018

2013/2014 COD Processing (March 6, 2013) Modified Forms Release Highlights 2013/2014 COD Processing (March 6, 2013) Modified Forms DSRR-DL SAS Reconciliation Report LEEI-Loan Entrance/Exit Interviews FMSI-FA Misc Student Information DLAN-Direct Loan Application 11/10/2018

Sample PLEU 11/10/2018

FA Shopping Sheet (February 26, 2013) New Forms Release Highlights FA Shopping Sheet (February 26, 2013) New Forms FSSP-FA Shopping Sheet Parameters FSGU-FA Shopping Sheet Award/Budget Grouping Utility SSRT-Shopping Sheet Rule Table FSSB-FA Shopping Sheet Batch PDF 11/10/2018

Release Highlights FA Shopping Sheet (February 26, 2013) Modified Forms FOAP-FA Office Parameters FIDF-FA Institutional Defaults AWD-Award Definition SBCD-Budget Component Definition PDFR-PDF Retrieval SBCC-Batch Component Copy FASA-FA Setup Assistant FAWP-FA Web Parameters FOWP-FA Office Web Parameters 11/10/2018

2012/2013 Additional COD Processing Job Aid-FA Shopping Sheet What’s On the Horizon? 2012/2013 Additional COD Processing Job Aid-FA Shopping Sheet IIPS Conference 2013 HTML Emails FASI-Where Can I go from Here? Informer CFI Verification 11/10/2018

How Can We Help? Training Job Aids Regional Meetings HDTs-log requests through the CIS Help Desk 919.807.7048 cishelpdesk@nccommunitycolleges.edu Usage Assessments Patrick Fleming, Director, College User Support Team 919.807.7049 FA Review Team 11/10/2018

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