1. Updates From The System Office
Antone L. McClain
Business Systems Analyst for Financial Aid

2. Recent/Upcoming Events
SEDUG - Myrtle Beach, SC (November 15-17, 2017)
FSA Conference - Orlando, FL (Nov 28- Dec 1, 2017)
Ellucian LIVE – San Diego, CA (April 8-11, 2018)
NCASFAA - Spring (April 8-11, 2018)

3. The Financial Aid Virtual Community of Practice (VCoP)
The committee is now inactive.
Will revisit the need based on FA Task Force initiative in 2018.
Contact Person: Joyce Valentine
Manager, User Support Team

4. Financial Aid Conference Call
Hosted by Dr. Wanda White,
Meetings are held 10:00 am – 11:00 am
Send questions prior to the meeting
Delivered via Skype meeting

5. Financial Aid Conference Call Schedule
Month
Day
September 2017 11
October 2017 9
December 2017
January 2018 8
February 2018 12
March 2018
April 2018
May 2018 14
June 2018

6. Recent Did You Know
Released 5/ COD Processing Update Released 5/4 17/18 COD Style Sheet to support 4.0c schema Released 7/24 18/19 FAFSA Processing Update Released 8/10 Colleague Gainful Employment Quality Update

7. Recent Did You Know
Released 8/24 (2 patches) Updates in Support of year round Pell
Released 10/5 NCCCG Transmittal Rule
DYK – RDS and Financial Aid
DYK – DFAP and DFAR

8. Patches to Come
Release Name /2019 ISIR & INAS\Profile Processing Update
This software update provides regulatory enhancements for processing ISIR and PROFILE applications for the 2018/2019 processing year: All the 2018/2019 FAFSA and PROFILE forms and regulatory updates for the new processing year.
- The ISIR Import (ISIM) process can now import the 2018/2019 ISIR data.
- The Department of ED import (DOEI) process can now import 2018/2019 PROFILE and NCP data.
- Updated the ISIR School Code Addition (ISCA) process for the new processing year.
- Updated the Estimated Family Contribution (EFC) and Supplemental calculations reflect the new changes for the 2018/2019 processing year.
- Created new ISIR comment codes for the 2018/2019 processing year.
- Updated the Correction Application Export (CAPX) and Initial Application Export (IAPX) processes to send initial and correction data to CPS for the new processing year.
Updated the printed ISIR for the 2018/2019 processing year.
Financial Aid Template Setup for 2018/2019
This SCR will deliver financial aid rules and computed columns for the 2018/2019 academic year.
Currently under development.
2018/2019 Financial Aid Annual Setup Guide is under development.

9. FA Annual Setup Training
Date
Location
December 11-15, 2017
System Office
January 29 – February 2, 2018
February 5-9, 2018
February 12-16, 2018
February 19-23, 2018
TBD
Web Training

10. 2017/2018 Software updates
Clients requested that when accessing the FA COD Identifier Change (FCDC) form to provide a warning message when a student does not have any COD activity. Added a message if the student does not have any type of COD activity when entering the student and provided the user the option to enter in a new student or cancel out of the form.

11. 2017/2018 Software updates
Clients reported that the usage period that was being used as criteria for the Subsidized Usage Limit Report (SULR) report was displaying the number of years a student had used instead of the percentage. Unfortunately the percentage is not reported in the NSLDS information received in the ISIR or Transfer Monitoring files. The report was updated to change the options to the years, added the academic year to determine the student’s active program, and added the student active program to the output report.

12. 2017/2018 Software updates
When running the FA Reg & TIV Credits Variance Report (FCVR) process, if no input saved list or student IDs are entered the process will lock up with either the message “Listener failed to respond” or “Processing, please wait…” The process selects the STUDENT.ACAD.CRED file and depending on the number of records selected this could cause the process to hang. Updated the process to select from the CS.ACYR file to get to the student academic data.

13. NEW FORMS 17/18 IPEDS School Code Import (ISCI)
TEACH Grant COD Information (TGCI)                
Pell Program Disbursement Data (PLPG)                            
DL Program Disbursement Data (DLPG)                       
TEACH Program Disbursement Data (TCPG)

14. ISCI - IPEDS School Code Import
Added new IPEDS School Cod Import (ISCI) process which imports a text file from the PEPS website to populate the IPEDS.INSTITUTIONS file for Colleague Self-Service Financial Aid.

15. PLPG - Pell Program Disbursement Data
View exported and imported program data related to a specific Pell disbursement Published Program Length Years (school): This field displays the exported number of years of the published program for the disbursement. Access PLPG though AIDE > PCOD>PLDT>Program Info Field (PLPG)

16. Updates on Year Round Pell
There is a patch for updates in support of 2017 Year Round Pell Regulations.
After installing the release, “Updates in Support of 2017 Year-Round Pell Regulations”, clients reported that they were not able to transmit the Pell awards to accounts.
New patch was released to fix the bug in the previous patch.

17. 2018/2019 FAFSA Processing Update
Added the 2018 TEACH Category amounts record based on last years teach amounts.
Added the new Loan Repayment Rate value to the Financial Aid Shopping Sheet for the 2017/2018 processing year and beyond.
The Loan Default Rate will display for 2016/2017 processing year and prior.
Added several new country codes and wording in edits (errors/warnings) that COD added as part of a May COD Technical Reference update.
Removed obsolete files from File Suite Template (FSTD)\FA File Suite Processing (FFSP) forms as well as removed/commented out the references to these older files in the code within Colleague Financial Aid.

18. 18/19 Enhancements and Change Request
CR When running the Colleague Data Scanner Utility (CDSU) clients were receiving an max size error in RT.RESULTS for the RULE.TABLE.ACYR for the WEBLTRS. This field size was increased to 20L in size to accommodate the FAL.ID.
CR Clients requested that the Link PROFILE Records (LPRO) form provide both the CM code options for the PROFILE and NCP files that are linked by this process.
CR Clients reported an issue with the FA IPEDS Section B.03 not reporting all Federal loans appropriately. An update was made to the IPEDS work file creation logic to include these loans when selecting the data for this section.

19. 18/19 Enhancements and Change Request
CR Clients reported that not all the students were being reported in the FA IPEDS Section C Part 1 report, but was only including student that were awarded financial aid. An update was made to the FA IPEDS subroutines to correctly include all the students within the cohort.
CR Clients reported the FA IPEDS Section A2b was not including private loans in the data being selected. An update was made to the Build FA IPEDS Work File (BFIW) process to include students with private loans.
CR Budget Duration Rule (BDRL) is rounding when evaluating the rules with non-whole numbers.

20. 18/19 Enhancements and Change Request
CR The Packager Creation (PKCR) process was assigning CRI codes to students who were manually awarded for awards that were not setup as packaged awards. The logic was updated to only assign a CM code when a student has been packaged new awards or changes have been made to an existing package.
CR , CR , CR Several forms were updated due to display issues found in testing UI 5.3.
Needs Analysis Summary (NASU) Loan Disbursements (LDIS) Students Attendance Patterns (SATP) Student Budget Components (SBC) Pell COD Inquiry (PCOD) Pell COD Disbursements (PLCD) Pending Award Requests (PLRS) Pell COD Disbursement (PLDT)

21. 18/19 Enhancements and Change Request
CR On the FA Reg Credits Compare (FRCC) form the office that was being returned was not the year selected, but the most recent CS.ACYR year. Updated the logic to use the selected year.
CR Clients requested the work study earnings column that is displayed on the Award Detail Entry (AIDE) form be added to the Multiyear Summary Awards (MYSA) form.
CR Clients requested the addition of a date range and FA office options to the FA Outside Awards Report (FOAR) to assist with selection criteria.

22. 18/19 Enhancements and Change Request
CR Clients reported that when attempting to use FA Reprocess COD Document (FRCD) process to resend student’s TEACH grants COD was rejecting the files due to the data not following the schema. The FRCD process was updated to correctly format the TEACH grant data being sent to COD for processing.
CR The field help for the Location Subroutine field on the Location Rule Table (LCRL) form was incorrect. The field help describing the arguments required for the Location Subroutine was updated.
CR Clients requested the ability to detail to the Financial Aid Status Info (FASI) form from the Pending Loan Request Detail (PLRD), Loan Change Request Detail (LNRD) and Pending Declined Award Request Detail (DARD) forms. The Awards field on each of the forms was updated to add the FASI option.

23. 18/19 Enhancements and Change Request
CR Clients requested the ability for the users within Colleague to be able to update the data on the Student Outside Awards (SOAW) form which was originally delivered in inquiry mode. The SOAW form that modified to allow additions and modifications to the award information on the form.
CR Clients requested the ability to update the data on the Award Detail Entry (AIDE) and Direct Loan Application (DLAN) forms when detailing from the Pending Award Requests Summary (PLRS)->Pending Loan Change Request Detail (LNRD) forms in order to update loan period codes and action statuses for awards. A modification was made to the LNRD form to allow changes to the award and loan disbursement information for students.

24. 18/19 Enhancements and Change Request
Added the option to send the output data to .CSV (Excel) files for the following processes: • ISIR Import (ISIM) • Batch Link ISIRs (BLIS) • CR ISIR Alert Report (IART) • Pell Reconciliation Report (PRER) • Award Eligibility Verif (AEV)

25. What is coming for 2018/2019 No more 399’s
2016 Amended Stu/Sp Tax Form
2016 Amended Parent Tax Form
18/19 Stu IRS Non-Filing Ltr
18/19 Par IRS Non-Filing Ltr
Selective Service Doc
18/19 Emancipation Proof
18/19 Legal Guardianship Proof
18/19 Stu Corr DRT Invalid
18/19 Par Corr DRT Invalid

26. What is coming for 2018/2019 R2T4 Notification Letter
Updated to display student owe
Return Amount
Amount Earned
Created X.SA.ROF.STU.TERM.BALANCE
X.SA.PELL.YEARS
A new computed column to check if student had Pell, subsidized, and unsubsidized loans within the last 4 years. It will return Yes or No. It is used for resolution of a comment code 359.

27. NCHED Reporting Collecting Data on 2016 and 2017
A web–based collection system.
New site will be more user friendly, providing subtotals and totals as data is entered.
Hope to have it open no later than December 15.
Collect data based on source of aid for In-State, Out-of-State and total students.
The instructions and definitions can be found at:

28. Resources
Ellucian Resources:
Local Resources:
Federal Government

29. Point of Contact to Receive Help…
CIS Help Desk
address: 
Telephone number: 

30. Business Systems Analyst for Financial Aid
Antone L. McClain
Business Systems Analyst for Financial Aid