1 PHEAA PRESENTATION Chris Zuzack Kim Mincemoyer Ruth Brouse Pennsylvania Banner Users Group Conference November 2007

2 Pennsylvania State Grant Transmissions Kim Mincemoyer

3 Pennsylvania State Grant Files PA State Grant Status Data Student (Need Analysis) Data or Student Aid Fund Data NA State Grant Data PA State Grant Disbursement Data PA State Grant Certification Data

4 The data comes from the grant record in the Grant system. Data can be received through the listing on Pagecenter or through a transmission in mailbox. Both will contain estimated and then actual award information based on time of year. Summer actual award information are included when available. April (Estimate) and May (Actual) Transmission are created weekly on Monday nights. Schools can select to have the file include students where their school is any of the six school choices or just if their school is the first school choice. Listings are created weekly on Friday nights. The listings with estimate awards will include all students where your schools is one of the six school choices. The listings with actual awards will only contain the students where your school is the school first school choice. PA State Grant Status Data (Outgoing)

5 Student (Need Analysis) Data or Student Aid Fund Data (Outgoing) The data comes from the student record in the FAS system. When an ISIR comes in, Grant's creates an award and that value is placed on the student record. This usually happens within 24 hours, so schools will have awards quicker if you use one of these layouts. These layouts/flat files are created by the FAS system nightly through mailbox. This file will include all students that have the school in one of the 10 school choices. This file will not include summer awards.

6 The data comes from the grant record in the Grant system. Process runs on Tuesday afternoon and is available through a transmission in mailbox or a report on Pagecenter. File is a slimmed down version of the status transmission and is not in report format on Pagecenter. (Easier to import into EXCEL) File includes estimated or actual awards for all four terms. File will include all complete students that have your school in one of the 10 school choices. Warning - the estimates given assumes the student is full time, no part time estimates. NA State Grant Data (Outgoing)

7 August (Fall), November (Winter), December (Spring), Late June (Summer) and Late March (Reconciliation) Data can be received through the roster on Pagecenter or through a transmission in mailbox. Payment term indicator tells the type of transmission Schools confirm eligibility prior to crediting students account Reconciliation transmission are sent once the signature page is received by PHEAA from the previous terms disbursement roster data. PA State Grant Disbursement Data (Outgoing)

8 This file has 2 layouts Summer term only All other terms Schools can send updates to PHEAA. Schools may send transmissions throughout the period starting May through August of the following academic year. PA State Grant Certification Data (Incoming)

9 Loading Fall/Spring Estimated Awards Estimated awards can be calculated on the Early Estimator Program or received through the PA Sate Grant Status Transmission Funds must be identified as estimated on the students record.

10 Loading Fall/Spring Actual Awards Actual awards are calculated in early May and are available on the same transmission – PA State Grant Status Transmission Remove estimated awards through RORPOST, Batch Posting process. Load actual awards on RPAAWRD

11 Page Center Reports to Excel For schools who utilized PageCenter Reports, this data can be easily converted on to an Excel spreadsheet The handout provided shows the step-by-step process of how this can be accomplished.

12 eCourier FMS eCourier SBS Ruth Brouse

13. eCourier FMS What is eCourier FMS? Financial Management System Routes files to multiple destinations Use in conjunction with your Banner system Banner creates one file (RPRELAX) with all loan records and transmits thru eCourier FMS by placing the file into the schools CMWeb mailbox eCourier breaks apart the file and sends the appropriate records to the appropriate institution

14. eCourier FMS Response/Disbursement files are received from multiple sources and transmitted thru eCourier FMS to the institution FMS will bundle like files to send to the individual institutions. Response files are normally bundled and disbursement rosters are not. Institution will pick up their file from their CM Web mailbox and FTP them to Banner Banner will upload the response file (RPRELRU) and disbursement rosters (RPREFTL)

15 eCourier SBS What is eCourier SBS? eCourier SBS is AES secure, free, Web-based, CommonLine compliant student loan processing system. eCourier SBS is truly open & free for all schools, lenders, guarantors and service providers. eCourier SBS allows schools to input and exchange loan data with all of their FFELP and private loan partners who can accept CommonLine formatted files. eCourier SBS provides schools the ability to certify FFELP and private loans, receive response and disbursement roster files, submit loan changes, and run both standardized reports and flexible customized reports using the Ad-hoc query tool.

16 eCourier SBS Who can use eCourier SBS? Schools with a Financial Aid Management Systems (FAMS) and currently use eCourier File Management System (FMS) have all their loan files loaded to eCourier SBS by default. Schools who use a FAMS or eCourier FMS can make loan changes, run standard reports, and create/save/run custom reports through eCourier SBS.

17 State Grant Issues How can we better serve you and your students?

18 State Grant Contact us! Chris Zuzack: Kim Mincemoyer: Ruth Brouse:

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