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Subject Matter Expert-Financial Aid NC Community College System

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Presentation on theme: "Subject Matter Expert-Financial Aid NC Community College System"— Presentation transcript:

1 Subject Matter Expert-Financial Aid NC Community College System
Updates From Your SME Karen Britt Statler Subject Matter Expert-Financial Aid NC Community College System

2 Recent/Upcoming Events
FA Shopping Sheet (Released April 4, 2013) NC Community College and NC Education Lottery Patch (Scheduled April 11, 2013) COD Processing-March 6, 2013 (Scheduled April 25, 2013) Performance Enhancements for FATR Process (Scheduled April 25, 2013) Additional COD Processing (TBD) CFI / Colleague Interface NC Grants Verification-Job Aid Released IIPS Conference-Charlotte, NC (July 15-17, 2013) NCASFAA (November 3-6, 2013) SEDUG-Myrtle Beach, SC (November 2013) FSA Conference (November 2013) Ellucian LIVE- Anaheim, CA (April 6-9, 2014) 11/10/2018

3 Training 2013-2014 Training Calendar is under development
Job Aids may supplement or replace some training Informer –F2F (3 days) Census Dates Roundtable (July 11, 2013) Satisfactory Academic Progress (SAP) Communication Management Annual Set Up IPEDS

4 Job Aids/Release Highlights
FA-LEU FA-Annual Set Up Guide FA-Auto Packager FA-Eligible Program of Study FA-Direct Loan Reconciliation FA-Satisfactory Academic Progress FA-Verification Using Colleague 2013/2014 COD Processing (March 6, 2013) 2013/2014 ISIR Processing (December 19, 2012) 2013/2014 FAFSA and INAS/PROFILE (December 10, 2012) Web Advisor for Colleague Financial Aid (August 26, 2011) 11/10/2018

5 Enhancements/Bugs FA: 2013/2014 COD II Release FA: Budgets by Award Period FA: WA - Add New Financial Aid Electronic Correspondence Consent Form FA: Force 50% TIV Earned does not turn on ROF "X" flag on AIDE FA - Create a process like BAWD to change multiple awards FA: enhancement to indicate student registered even if gets out of classes ST-AR: Is there a feature to integrate FATR/FATP with CC? Allow Change in Dropdown for Award Letter Selection FA: Add action category parameters on AWWP (accept/reject) FA: Batch Process to Update Award Action Statuses SAP interaction with Com Mgt – Enhancement Request FA: Computed column to determine if student received a PELL grant in last 3 yrs CM: PCB BATCHLISTS records can remain locked after process finishes Direct Deposit for Financial Aid FA: SA.ACTION not being updated if loan changed to only 1 term 11/10/2018

6 Template FA13DWTL-hard copy letter FA13EDOC-email
FA13EAWD-award notification CRRD-2 tracks TRC All verification rules All corresponding paragraphs All corresponding communication codes 11/10/2018

7 Follow Up Template FAEROPEN FAERCLOS FARSSTX FARSMBB FARSMSR
NC State Grant Rules (April 11, 2013) FAEROPEN FAERCLOS FARSSTX FARSMBB FARSMSR NC Community College Grant Rules FARNC… FARL… NEW RULES FARNC17H, FARNC16H, FARNC15H, FARNC14H, FARNC13H, FARNC12H, FARNC11H FARL2900, FARL3000, FARL3100 11/10/2018

8 11/10/2018

9 11/10/2018

10 CFI Verification Job Aid CFI Verification Workflow 2013/2014 (January 2013) 11/10/2018

11 Contains 2013/2014 PELL Updates!!
Release Highlights 2013/2014 COD Processing (March 6, 2013) New Forms Contains 2013/2014 PELL Updates!! PLEU-Pell Lifetime Eligibility Used This is a report that will help you identify students who are getting close, have met or exceeded the LEU maximum 11/10/2018

12 2013/2014 COD Processing (March 6, 2013) Modified Forms
Release Highlights 2013/2014 COD Processing (March 6, 2013) Modified Forms DSRR-DL SAS Reconciliation Report LEEI-Loan Entrance/Exit Interviews FMSI-FA Misc Student Information DLAN-Direct Loan Application 11/10/2018

13 Sample PLEU 11/10/2018

14 FA Shopping Sheet (February 26, 2013) New Forms
Release Highlights FA Shopping Sheet (February 26, 2013) New Forms FSSP-FA Shopping Sheet Parameters FSGU-FA Shopping Sheet Award/Budget Grouping Utility SSRT-Shopping Sheet Rule Table FSSB-FA Shopping Sheet Batch PDF 11/10/2018

15 Release Highlights FA Shopping Sheet (February 26, 2013)
Modified Forms FOAP-FA Office Parameters FIDF-FA Institutional Defaults AWD-Award Definition SBCD-Budget Component Definition PDFR-PDF Retrieval SBCC-Batch Component Copy FASA-FA Setup Assistant FAWP-FA Web Parameters FOWP-FA Office Web Parameters 11/10/2018

16 2012/2013 Additional COD Processing Job Aid-FA Shopping Sheet
What’s On the Horizon? 2012/2013 Additional COD Processing Job Aid-FA Shopping Sheet IIPS Conference 2013 HTML s FASI-Where Can I go from Here? Informer CFI Verification 11/10/2018

17 How Can We Help? Training Job Aids Regional Meetings
HDTs-log requests through the CIS Help Desk Usage Assessments Patrick Fleming, Director, College User Support Team FA Review Team 11/10/2018

18 11/10/2018


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