Fellowship Training Welcome Fellowship Training 2005

Fellowship Training Training Team Cyndi Lynch, Director of Fellowships and Professional Development Kelly Kater Fellowship Secretary Ashlee Robertson Director of Financial Affairs 41558

Fellowship Training 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 OfficeBusiness Office Communicate

Fellowship Training Agenda Fellowship Overview Fellowship Program Changes Offer Letters

Fellowship Training Reference Material Fellowship Manual

Fellowship Training Part 1 Fellowship Overview

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

Fellowship Training Executive Memorandum A Definition of a fellowship 2.Conditions for acceptance 3.Recommended financial provisions 4.Policy-making responsibilities

Fellowship Training 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.

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

Fellowship Training Addendum A-199 con’t. 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.

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

Fellowship Training Medical Insurance Policy 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

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

Fellowship Training Appointment Limitations 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

Fellowship Training Financial Aid Eligibility Cost of education – Aid = Loan Eligibility Aid includes scholarships, fellowships, assistantships

Fellowship Training The Estimated Cost of Education (Based on survey conducted by Division of Financial Aid) ResidentNon-Resident Tuition, fees5,86017,640 Room, meals6,700 Books, supplies890 Transportation & Personal1,2601,340 Total$14,710$26,570

Fellowship Training Financial Aid Calculations ResidentAssistantshipFellowship Cost of education 14,710 Fee remission 4,732 Tuition scholarship 4,732 Fellowship stipend 14,000 Loan eligibility 9,978-0-

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

Fellowship Training Special Note: 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.

Fellowship Training Need-based Fellowships 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.

Fellowship Training Part 2 Graduate School Fellowships

Fellowship Training Types of Fellowships Federal Graduate School Administered School or Department Endowed Foundation Industrial

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

Fellowship Training Changes occurring in Allocation are made in dollars, not in numbers Schools/programs set stipend level (minimum $14,000 plus insurance & tech fee )

Fellowship Training Changes occurring in 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

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

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

Fellowship Training Part 3 Offer Letters Fellowship/Assistantship

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

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

Fellowship Training Key Points (continued) Length of Appointment? –Consistent with Award –Long Term Commitment Insurance –Fellowship/stipend supplement –Assistantship/PU grad health insurance (

Fellowship Training Key Points (continued) 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

Fellowship Training Key Points (continued) Fees –Dependent on Sponsor/Department –Graduate appointment fee –Technology fee –International student fee –Differential fee

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

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

Fellowship Training Key Points – Offer Letters 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

Fellowship Training Fellowship Resources Fellowship Manual HBCU, HSI, Tribal college report Funding web page Fellows web page Fellows recognition

Fellowship Training Fellowship Resources Other resources needed? –

Fellowship Training Questions Cyndi Lynch, Director of Fellowships and Professional Development Kelly Kater Fellowship Secretary Ashlee Robertson Director of Financial Affairs 41558