1. Session 2 Year-Round Pell
June 15, 2018

2. Year-Round Pell
Students can receive up to150% of their Pell Grant in a given Award (Aid) Year
Ex. Full-Time Summer ‘17, Full-Time Fall ‘17 = 100%
Before: No Pell Spring ‘18
Now: Can potentially get Pell for Spring ‘18

3. Eligibility
Must meet all current Pell Grant requirements for the term and be registered at least half-time
Students still limited to an LEU of 600%

4. Crossover Payment Period
A payment period that includes both June 30 and July 1
Institution must consider the payment period as being entirely within the same award year
Must have a valid ISIR for that award year
Choice of “header” or “trailer” made on a student-by-student basis
Can be a different award year from other Title IV aid the student is receiving for that payment period

5. Crossover Payment Period
Under the new law Ed directed to "allow the eligible institution in which the student is enrolled to determine the award year to which the additional period shall be assigned, as it determines is most beneficial to the student."

6. Pell Origination & Disbursement
All processes with regards to originating, disbursing and transmitting Pell awards stay the same. There is only a change to the specific data that is transmitted.

7. Oracle Configuration
Beginning with Aid Year 2018 the ability to identify an Item Type as an “Additional” Pell Item Type was added
This Item Type is identified with a ‘2’ at the end
A student cannot get both a regular Pell Item Type and a Pell 2 Item Type for the same term
If the student is receiving $1 of Pell that is over 100% for the award year, the Pell 2 Item Type must be used for the full amount for that term
A change to the ‘Aggregate Aid Limit’ page for Pell has been made.
A change to the 1st tab of the Financial Aid Item Type page has been made.

8. Second Pell Percentage field added
Set Up SACR > Product Related > Financial Aid > Awards > Aggregate Aid Limits

9. Additional Pell field added
Set Up Sacr > Product Related > Financial Aid > Awards > Financial Aid Item Type > FA Item Type 1

10. Deciding to Award Pell or Pell 2
In order to have the system determine whether or not the student should be packaged with a Pell 2 Item Type we use the Total % Used value.
In order for the Total % Used not to reflect any amount from the term being evaluated that term must not have a non-zero Pell Award.

11. Deciding to Award Pell or Pell 2
Ex. Total Percent Used = % for Summer ’17 and Fall ‘17
Spring ‘18 FA Load converted to a number as follows:
F = 50.0%
T = 37.5%
H = 25.0%
L = can’t get Pell 2 anyway
If student’s FA Load = F for Spring ’18
= % - Student gets Pell 2

14. Origination Data Update
The Additional Eligibility Indicator (AEI) Flag has been added to the origination record.
Record: PELL_ORIG_DTL
Field: SFA_ADDL_PELL_ELIG
This flag is set to ‘Y’ if the student has been packaged with over 100% Pell for the award year.

15. Additional Eligibility Indicator (AEI) Flag added
Financial Aid > Pell Payment > Manage Pell Payment > Pell Origination

16. QUESTIONS?