1. Colleague Updates and Enhancements: What is available NOW?
Eric E. Lane
Subject Matter Expert – FA WEST
NC Community College System
Karen Britt Statler
Subject Matter Expert– FA EAST
NC Community College System

2. Recent/Upcoming Events
Financial Aid Review Team (Dec 2012)
Lifetime Pell Eligibility Used Computed Columns (Sept 2012)
NCASFAA – Concord, NC (November 11-14, 2012)
FSA Conference – Orlando, FL (November 27-30, 2012)
Registration Is Open!!
ellucian LIVE (April 2013) Philadelphia, PA
IIPS Conference 2013 (Oct 2013)
11/21/2018

3. Project Updates CFI / Colleague Interface Portal Shopping Sheet
NC Grants
SOW Complete
Verification
Requirements updated
13/14 Template Completed
Portal
State Board Approval Pending (Nov. 2012)
12 Pilot Colleges
Group 1 – Wake, Surry, Johnston, Lenoir
Group 2 – Randolph, Cleveland, Beaufort, Sandhills
Group 3 – Wayne, Craven, Blue Ridge, Tri-County
Training
12 chairs in portal implementation overview
Individual college user training
Shopping Sheet
Beta Testing
Spring Delivery
11/21/2018

4. Training Calendar Training Course Start Day Remote Seated
FA – Understanding Your Data/Informer
October 17-18, 2012 Y
FA – FA101 (Invitation Only)
October 22-25, 2012 Y*
FA – Annual Set Up (4 weeks)
On-going in Feb/March 2013
FA – Rules Writing
May 2013
Fa-Communication Management
TBD

5. Job Aids/Release Highlights
FA-Annual Set Up Guides
FA-Eligible Program of Study
FA-Direct Loan Reconciliation
FA-Auto Packager
FA-Satisfactory Academic Progress
FA-LEU
FA-Transfer Monitoring
FA-Verification Using Colleague
Release Highlights: 2013/2014 FAFSA and INAS/PROFILE Processing
2012 FA Enhancements (Aug 15, 2012)
WebAdvisor for FA (Aug 15, 2012)
Using Direct Loans (Aug 15, 2012)
2012/2013 Additional COD Processing (May 23, 2012)
11/21/2018

6. Recent Bug Fixes
FA: FATR Adjusting Loan Fees for Loans Disbursed/Reported prior to July 1, FA - Unmet Need is calculated incorrectly Computed Column for LEU FA: TA.QUERY.REG.CREDITS uninitialized variable warning FA~Link rewrite of authorization process FA: WA Change My Loan Amount is clearing packaging information FA: MRLR produces blank report FA: Direct Loans and Pell keep resending to COD FA: FAOP System defaults field label does not display properly FA: IVER gives uninitialized variable warning FA: TMXP process help is incorrect FA: FASI allows entry of FA Decisions without an associated Decision Date FA: FIDF for not accessible using UI43 form search FA: AWPD allows for multiple entry of same term FA: ROFD every third page blank FA: CRCS Front end parameters not reliable – results unpredictable FA: PKCR is updating students CM code even when not packaged FA: Change the way status codes work on FAWP FA: ROFC Update button may increase the awarded amount by $ FA: SA.PELL.TRANS.NBR not removed when Pell award deleted
11/21/2018

7. Recent Bug Fixes
FA: DL disbursement amounts from Colleague and COD for 2011
Date: 10/4/2012 3:32:58 PM Issue: Clients are finding some 2011 disbursements amt is not matching in Colleague vs COD. I.E, loan amt is $ , but the actual disb amt in Colleague is $990 and COD accepted amt is $995 Research: The anticipated Disb date is generally prior to 7/1/12, but the actual disbursement was done after 7/1/12. This is the reason why FATR considers the new 0.0 Interest Rebate % and doesn't transmit the correct amount. However, FA users are manually changing the Init XMIT amt on DLAN to be prior to 7/1/12. This is why there is no reject from COD at award or at disb level, but this causes COD and Colleague amt not to match. Resolution: Since the issue is being after the fact and last fiscal year might be close by now, the best way to resolve this issue is to remove the new fees line with activate date = 7/1/12 for the award in question from LAWD. Run FATR/FATP for the student in question which should transmit the remaining money to student's account. You may want to check DLAN to make sure that the Init XMIT date is still prior to 7/1/12. You can then run CODE to see if the record goes out, if award and disb has A response already imported in Colleague, then record may or may not go out. ALL OF THIS NEED TO BE DONE ON A QUIET SYSTEM. Making sure NO ONE is running FATR/FATP, CODE, or awarding students. Once the student in questions are taken care of place the new fees back on LAWD immediately.
11/21/2018

8. New Bugs
FISAP report erroring all students as LTFT FRCC - Not updating credit totals immediately FA~Link FLNK Host Server modification release FA~Link rewrite of authorization process DAV - confusing message when student has no awards (The field SA.AWARD in the file SA.ACYR is not setup error) "Record Security Violation" Encountered for Reports and Batch Processes (ISIM import error – update SVM privacy code) UFIF column header in wrong place FA-FASI error typo when student has no ISIR FAR027/AWDR – Numeric award codes not working (Invalid Sort) SBC in UI has misaligned labels Duplicate Checking and ISIM (value not saved on DUPC) FA: zero amt inital disb date based awards Drops as repeats issue
11/21/2018

9. Release Highlights 2012/2013 COD Processing (March 14, 2012)
FAEX – FA Exports
UCOD – Unsent COD.XML files
CNVP – FA.COD.WORK.NVP files
CXBD – COD.XML BUILD.DIR files
FEAF – FA Export Archive files
FCVR – FA Reg and TIV Credits Variance Report
11/21/2018

10. 2012/2013 Additional COD Processing
Release Highlights
2012/2013 Additional COD Processing
(May 23, 2012)
PLAP- View PLUS Applications
PLAD-PLUS Applications Detail
Edit 177 and 178 for LEU
FAAP-FA Awarding Parameters
11/21/2018

11. Release Highlights 2012 FA Enhancements (Aug 15, 2012)
ROFW – ROF Worksheet
OVAW – Over Award Detail Report
AERL – Award Eligibility Rules
DCTL – Disbursement Date Code Tool
FAPS – FA Attendance Pattern Setup
PELL LEU Computed Columns (FA, CS, SA, TA)
NSLDS Monitoring (FAUP)
11/21/2018

12. 2013/2014 FAFSA and INAS/PROFILE Processing (Oct 10, 2012)
Release Highlights
2013/2014 FAFSA and INAS/PROFILE Processing (Oct 10, 2012)
FAFSA Forms
DLBR – Direct Loans Broken Link Report
FACB – Batch Update FA Counselor
FADB – FA Decision Batch Update
11/21/2018

13. 2012 Financial Aid Enhancements Release Highlights
(Oct 18, 2012)
ROFW – Return of Funds Worksheet
OVAW – Over Award Detail Report
FAPS – FA Attn Ptrn Setup
DCTL – Disbursement Code Date Tool
AERL – Award Eligibility Rules
FAS984 – Unprocessed NSLDS Monitoring Files
11/21/2018

14. Release Highlights New / Modified Subroutines*
S.FA.PROCESS.NSLDS.FILES. This subroutine imports transfer monitoring files through the DOEI process.
S.FA.GET.DISB.CODE. This subroutine returns a disbursement code when provided a year, student ID, and award code. This subroutine is called by the TC.DISB.CODE file and is used by the DCTL form.
S.GET.UNMET.NEED. This subroutine now calls the shared subroutine to calculate Unmet Need.
S.FA.APPLY.UNMET.NEED.FORMULA. This subroutine isolates the unmet need calculation and replaced the use of an insert.
S.FA.GET.COST.EFC.NEED.AMTS. This subroutine consolidates logic being used in several places into a single subroutine.
S.FA.GET.COD.ACTIVE.PARAMS. This subroutine reads the FA.UPDATE.PARAMETERS file and return parameters needed for the DOEI importing process.
S.FA.PKG.AMT.FFELP. Allows packing of additional Unsub for denied Parent Plus
*Not a complete list
11/21/2018

15. 11/21/2018

16. Pell Lifetime Eligibility Used
New Computed Columns
FIN.AID – FA.PELL.LEU
CS.ACYR – CS.PELL.LEU
SA.ACYR – SA.PELL.LEU
TA.ACYR – TA.PELL.LEU
NSPI Populated
- We will continue to send Pell Grant LEU data from the COD System to the NSLDS for all Pell Grant recipients.
- The weekly Pell Grant LEU reports will continue. The weekly Pell Grant LEU s to students will end on July 1, 2012.
- For additional information about the Pell Grant LEU Report, refer to Volume VI, Section 8 of the COD Technical Reference.
We will process the one-time load of Pell Grant LEU data received from the COD System.
11/21/2018

17. Pell Lifetime Eligibility Used
11/21/2018

18. Pell Lifetime Eligibility Used
11/21/2018

19. Pell Lifetime Eligibility Used
11/21/2018

20. Pell Lifetime Eligibility Used
INSD.PELL.LIFE.PCT.USED
11/21/2018

21. Pell Lifetime Eligibility Used
REMEMBER the ‘99999’ trick!
11/21/2018

22. PELL LEU Transmittal Rule
11/21/2018

23. PELL LEU Packaging Rule
11/21/2018

24. Pell Lifetime Eligibility Used
LEU Steps
Pull report from to identify students
Create CMC codes for ‘nearing max’ and ‘max pell’
Create rules for packager (CS.ACYR) and transmittal (TA.ACYR)
Add packager rule to PKDF, global rule
Add transmittal rule to AEC for FPELL
Review ‘nearing max’ students, make adjustments to PLCD, to adjust Pell award
11/21/2018

25. 11/21/2018

26. Upcoming Bug Fixes
SAP: Include credits dropped after census date in credits attempted ROFC incorrectly relies on TIV Credits for Pell calculation FA: AIDE allows exceeding award budget on VFBL FA: DLAN is blank, award has transmitted/exported S.FA.ACTIVATE.PACK not on student record cannot delete message FFSP does not finish out when run in UPDATE mode DLAN allows the deleting of disbursements that have been transmitted FA: APCR does not produce a report unless Min and Max Credit Values Entered FA-FASI error typo when student has no ISIR FA: Download date stamp missing for files in UFIF/FA.RECEIVE.DIR UFIF column header in wrong place
11/21/2018

27. COD Processing Changes
11/21/2018

28. COD Processing Changes
11/21/2018

29. Exit Interview Changes
11/21/2018

30. Exit Interview Changes
11/21/2018

31. NSLDS Monitoring Changes
11/21/2018

32. NSLDS Monitoring Changes
11/21/2018

33. NSLDS Monitoring Changes
11/21/2018

34. DSRR Changes
Requires update of SAS options on COD Website
11/21/2018

35. STCM Changes
Carries forward from ROFC and any award period with a calc will appear here.
11/21/2018

36. IART Changes Stu IRS Req Stu IRS AGI Stu IRS FIT Par IRS Req
Par IRS AGI
Par IRS FIT
Ver Grp (Verification Group)
11/21/2018

37. FASI Changes
11/21/2018

38. IVER Changes
11/21/2018

39. ISVN/IPVN Changes
11/21/2018

40. SPTD Changes
11/21/2018

41. SPTD Changes Ungraded Course Statuses to Include
Enter statuses of ungraded courses to include as attempted credits in the SAP Calculation (SAPC) process.
The SAPC process includes ungraded courses that were dropped after the census date but before the drop grade required date. You must specify in this list which statuses the SAPC process will consider. Most institutions will choose the D–Dropped and W–Withdrawn statuses. Ellucian recommends you choose those and any statuses that are equivalent to those. However, you can choose any status listed in this drop-down box.
The SAPC process finds ungraded courses with one of the statuses listed here. If the associated status date is after the course census date and before the drop grade required date, then the SAPC process will consider these credits as Attempted. For example: Student drops a MATH course after the census date but before the grade required date. A grade is never assigned to this course, but the SAPC process will consider those credits as Attempted.
11/21/2018

42. SPTD Changes
In order for the SAPC process to include ungraded courses in Attempted Credits, you must:
Define census dates on one of the SRGD, TLOC, ACTM forms
Define a drop grade required date on one of the SRGD, TLOC, or ACTM forms.
Define a census number on the FRCP form.
Define Ungraded Course Statuses To Include on this form.
11/21/2018

43. Essentially… SPTD Changes
You must enter statuses in the Ungraded Course Statuses to Include list on the SAP Type Definition (SPTD) form for any SAP Types that should consider dropped or other ungraded courses as attempted.
11/21/2018

44. Shopping Sheet Answer Net #60494.81 and 60814.63 Section 484 of HEOA
Encouraged to be using 13/14
Required by schools agreeing to Executive Order 13607
Programming specifications delivered Sept 30
NCCCS Beta for ellucian
Dr. Joe Wescott Executive Director NCSAA
11/21/2018

45. Open Enhancement Requests
FA: Add unofficial withdrawal flag on ROFC which will use 50% for % TIV earned FA: RFBL should have consistent Error Messages FA: Default the additional criteria on the SBRV form to No FA: Add values for IRS Request flags for student and parent to IPVN/ISVN FA: Mark items based on verification group codes on the verification forms FA: Assign FA.COUNSELOR in FIN.AID with batch process FA: ISIM report showing CORE updates (CIMO) FA: Only include Reg Credits that are within the student's program(s) FA: Use the Last Date of Attendance in determining Withdrawal Date on ROFC FA: Add Net Price to FA Dashboards
11/21/2018

46. Existing Bugs
UI4.2./4.3 > UNIX permissions issues with the FA module CM: PCB BATCHLISTS records can remain locked after process finishes FA: FASI allows entry of FA Decisions without an associated Decision Date Direct Deposit for Financial Aid FA: DSRR > Would like the ability to print the raw data from the SAS file UI 4.2 > FFSP does not finish out when run in UPDATE mode FA:DOEI can not import files >FATAL error accessing ini-file FA: SA.ACTION not being updated if loan changed to only 1 term FA: Detail to LEEI from FASI FA: SAPM still not working after loading FA WA: No report was produced message when running WBSTS AR: FATR not limiting to savedlist of TA records FATR and Unitialized Variable Errors with S.FA.XMIT.CALC.DISB.AMTS FA: Only include Reg Credits that are within the student's program(s) Odd behavior on FA by year if no aid for year (WA) FA: Change My Loan Amount Error in WebAdvisor based on Unmet Need FA: BAWD not creating SL record if creating award for award period
11/21/2018

47. Questions?
11/21/2018