1. Pat Barton Clayton State University
Snapshot for Students: Key eligibility information at your fingertips
9/17/2018
2016 GASFAA Conference

2. Introduction
The purpose of this session is to share the Financial Aid Snapshot developed to provide students with a single access point for key information affecting financial aid eligibility.
Benefits we hope you take away from this session include:
Identifying key eligibility elements causing issues for your students
Determining how you might use something similar at your institution
Discovering creative ways to use the information for different groups of students
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2016 GASFAA Conference

3. Agenda Background Challenges Solution Implementation Results 9/17/2018
2016 GASFAA Conference

4. Background Four-Year Public University
Part of the University System of Georgia
Certificates to Master’s Degrees
Enrollment approximately 8,000 (total annual)
High percentage of Pell eligible students (58%) (435 ISIRS received with PLEU over 600%)
Large transfer population (average 3 to 5 prior colleges)
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2016 GASFAA Conference

5. Subsidized Usage Limits State Scholarship Limits
GOTCHA
Aggregate Loan Limits
Subsidized Usage Limits
Pell LEU
State Scholarship Limits
SAP
Expiration Date
Paid Hour Limit
Attempted Hour Limit
Annual Loan Limits
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2016 GASFAA Conference

6. It was on your award letter.
Nobody told me!
It is on our website.
It was on your award letter.
It was on your SAR.
We sent you an .
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2016 GASFAA Conference

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8. Solution
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2016 GASFAA Conference

9. MacGyver
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11. Solution Requirements Key pieces of information in one place
All data pulled directly from Banner
No Banner modification required
Aid Year Specific
Disclaimer
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2016 GASFAA Conference

12. Solution Financial Aid Snapshot Application Status
Satisfactory Academic Progress (SAP) Details
State Grant Details
Pell Lifetime Eligibility Used (LEU)
Loan Debt/Servicer Details
Subsidized Loan Usage Details
Current Major/Minor
Important Reminders
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2016 GASFAA Conference

13. Implementation Online Offline Used existing CSU Message Portal
Web self-service login redirects to CSU Message Portal (existing modification)
Student Access
Offline
Used Crystal Reports
Created printable form
Prompts for student ID
Staff Access
Use as counseling tool for one-on-one or group
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2016 GASFAA Conference

14. Handouts
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2016 GASFAA Conference

15. Yavapai College Located in Prescott, Arizona
Attended presentation at Ellucian Live 2015
Developed their own version on the Financial Aid Overview tab
Gave us permission to share
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2016 GASFAA Conference

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2016 GASFAA Conference

17. Kennesaw State University
Located in Kennesaw, Georgia
Attended presentation at GA Summit 2015
Developed their own version on the Overall Status of Financial Aid tab
Gave us permission to share
PDF
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2016 GASFAA Conference

18. Implementation Simplicity is key More data and less text
Questions are good
(unless you are answering phones )
Brochure ……
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21. Results
Empowered
Students
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2016 GASFAA Conference

22. Results Phone calls began within hours of posting to the web.
Students brought in printed reports and asked questions.
Students thanked us for providing this information!
Staff find it extremely helpful when counseling students.
Now part of freshman class requirement.
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2016 GASFAA Conference

23. Happy Students
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24. Happy Staff
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25. Summary Financial aid requirements are numerous and confusing!
A single access point for critical information can help students stay on track.
Keep it simple with key data elements and minimal text.
Identify multiple ways to introduce students to this new tool.
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2016 GASFAA Conference

26. Questions