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Academic Plans for SAP - Automated Workflow with Academic Advising
Dede Gonzales Texas State University Texas Association of Student Financial Aid Administrators
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Agenda Academic Plan for Financial Aid Eligibility Appeal Process
Workflow with Academic Advising Academic Plan Acknowledgement End of Semester Review Texas Association of Student Financial Aid Administrators
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Academic Plans Required
Texas Association of Student Financial Aid Administrators
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Creation of Academic Plans
Financial Aid staff are not curriculum experts Academic advisors in the best position to develop plans Academic advisors can ensure the academic plan for financial aid eligibility does not inadvertently conflict with academic/graduation requirements Texas Association of Student Financial Aid Administrators
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Appeal Process Texas Association of Student Financial Aid Administrators
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Circumstance Review Financial Aid and Scholarships (FAS) staff will determine if the documented extenuating circumstance provided meets the requirements for an appeal If not, the appeal is denied and the student is notified If yes, a workflow is started to academic advising. Texas Association of Student Financial Aid Administrators
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FASAP Appeal Application
Texas Association of Student Financial Aid Administrators
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Starting the Workflow Texas Association of Student Financial Aid Administrators
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Starting the Workflow – Cont.
Texas Association of Student Financial Aid Administrators
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Workflow notification
From: Sent: Tuesday, September 22, :55 AM To: Konieczny, Joya Grace Subject: Financial Aid SAP Appeal Submitted for student: A00xxxxxx Program: ED-BS A student in your college has filed an appeal to the Satisfactory Academic Progress (SAP) requirements for financial aid eligibility. Academic information is needed from the student's advisor to continue with the appeal process. An activity has been placed in the advisor's appeal request list for completion of that information. Texas Association of Student Financial Aid Administrators
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Academic Advisor’s Appeal Request List
Texas Association of Student Financial Aid Administrators
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Appeal status Appeal Submitted – FAS has forwarded an appeal to academic advising Academic Plan Submitted – Academic advising has entered information and forwarded it back to FAS. FA Complete – FAS has updated Banner and the student has been notified. FA Revision Requested – Academic advising entered information, but FAS routed it back to advising for revision. Academic Plan Modified – Academic advising updated an academic plan and forwarded back to FAS. FA Cancelled – The appeal workflow has been cancelled. Example: The student fails the academic plan at the end of a semester. Texas Association of Student Financial Aid Administrators
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Creating the Academic Plan
Texas Association of Student Financial Aid Administrators
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Creating the Academic Plan – Cont.
The advisor will indicate whether the student can regain SAP or graduate within a reasonable timeframe (no more than 4 semesters). Texas Association of Student Financial Aid Administrators
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Texas Association of Student Financial Aid Administrators
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Texas Association of Student Financial Aid Administrators
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Advisor Access The advising supervisor can manage access to their college. Texas Association of Student Financial Aid Administrators
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Finalizing the Academic Plan
Once the plan is created by academic advising, FAS staff will update the status to Complete Texas Association of Student Financial Aid Administrators
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Finalizing the Academic Plan – Cont.
The SAP status and the Appeal Status in Banner are updated Texas Association of Student Financial Aid Administrators
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Texas Association of Student Financial Aid Administrators
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Academic Plan Details - Banner
Texas Association of Student Financial Aid Administrators
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Academic Plan Acknowledgement
Students must acknowledge the requirements of the plan A requirement (SAPACK) is posted to Banner by the application Disbursement is held until received Texas Association of Student Financial Aid Administrators
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Academic Plan Acknowledgement Form
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Editing Academic Plans
Academic advisors have the ability to edit the academic plans Current and future semesters only New plan ed to students New plan details written to Banner SAPACK tracking requirement set to ‘Required’ again Texas Association of Student Financial Aid Administrators
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Academic Plan History Texas Association of Student Financial Aid Administrators
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End of Semester Review Texas Association of Student Financial Aid Administrators
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Thank you! Dede Gonzales
Associate Director, Financial Aid and Scholarships Texas State University
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