It’s Time to Light the Lights 2016 ILASFAA Annual Conference Session Title GAP Access Q&A – Best Practices Presented by: David Perry Asst. director, Partner and Product Services Illinois Student Assistance Commission It’s Time to Light the Lights 2016 ILASFAA Annual Conference April 6 – 8, 2016, Hilton, Lisle, IL 2016 ILASFAA Annual Conference April 6 – 8, 2016, Hilton, Lisle, IL

Payment Requesting Two Steps – Create Requests and Submit Requests Two Ways to Create Requests Online Batch Requests – Input Enrollment Hours Individual Requests – Student Detail Screen 2016 ILASFAA Annual Conference

Input Enrollment Hours 2016 ILASFAA Annual Conference

Input Enrollment Hours 2016 ILASFAA Annual Conference

Input Enrollment Hours 2016 ILASFAA Annual Conference

Student Detail: Payment 2016 ILASFAA Annual Conference

Student Detail: Payment 2016 ILASFAA Annual Conference

Submit Payment Requests You may run 2 reports prior to submitting Payment Requests Not Submitted Payment Requests Submitted without Results 2016 ILASFAA Annual Conference

Submit Payment Requests 2016 ILASFAA Annual Conference

Results – Report List 2016 ILASFAA Annual Conference

Results – Payment Results/Exceptions Report 2016 ILASFAA Annual Conference

Results – Payment Results/Exceptions Report 2016 ILASFAA Annual Conference

Results – Student Detail 2016 ILASFAA Annual Conference

Voucher 2016 ILASFAA Annual Conference

Results – Connect the Dots 2016 ILASFAA Annual Conference

Adjustments Did the student’s situation change? If “yes”, do an adjustment. An adjustment is simply a subsequent payment request. Always request what student is eligible for – for the term. ISAC does the math (calculates the difference between 1st and 2nd requests) Dollars are offset against future payment, so no money is returned until the end of the processing cycle. 2016 ILASFAA Annual Conference

Adjustments Student Detail 2016 ILASFAA Annual Conference

Adjustments Results 2016 ILASFAA Annual Conference

Adjustments - Invoice 2016 ILASFAA Annual Conference

Adjustments – Student Detail 2016 ILASFAA Annual Conference

Adjustments – Student List 2016 ILASFAA Annual Conference

Reconciliation - Data YOU ALREADY DID IT! You reviewed the data when you received the result Did student’s situation change? (hours, eligibility) You made the adjustment that was necessary You confirmed the correction Reconcile the dollars at the end of the year by comparing “claims made” and “dollars vouchered” 2016 ILASFAA Annual Conference

Reconciliation - Dollars Confirm Claims Have you entered all the claims according to your system into GAP Access? Run MAP Cumulative Payment Results Report Count Dollar Amounts Vouchered Compare Claims to Dollars If you have entered all the claims from your system, ISAC also compares claims to dollars. 2016 ILASFAA Annual Conference

Reconciliation - Dollars Means more dollars vouchered than claims received. 2016 ILASFAA Annual Conference

Reconciliation - Dollars 2016 ILASFAA Annual Conference

Helpful Hints Schedule payment requesting and schedule a review of the results Make adjustments soon after you receive results, also on a schedule if you like Match the invoice number with the voucher when it arrives, then with the payment when it arrives Use the filtered student list screen to see the history of transactions for a student 2016 ILASFAA Annual Conference

Filter Screen 2016 ILASFAA Annual Conference

Rules ISAC.ORG >FAA’s>E-Library>Administrative Rules>2015-16 ISAC Rules>Monetary Award Program (MAP) Section 2735.30 Program Procedures Section 2735.40 Institutional Procedures 2016 ILASFAA Annual Conference

Processes 2016 ILASFAA Annual Conference

Questions 2016 ILASFAA Annual Conference

Contact *Make sure you are signed up for e-messaging Questions, problems, issues, etc. should be directed to: School Services Phone: 866.247.2172 Fax: 847.831.8549 E-mail: isac.schoolservices@isac.illinois.gov *Make sure you are signed up for e-messaging 2016 ILASFAA Annual Conference

Thank you for participating today! THANKS FROM ISAC! Thank you for participating today! 2016 ILASFAA Annual Conference