2. Financial Aid Overview
Tracy Dale

3. What are we going to cover?
Finaid Overview
What are we going to cover?
Recent Department of Education notices
Yearly Setup
ISIR Reporting
Manual Awarding
COD Export/Import
Auto Packaging
Term and modules

4. Recent Dept. Of Ed. Notices
Finaid Overview
Recent Dept. Of Ed. Notices
Key Points
Recommendations for “award letters”
Moving of FSADownload.ed.gov moving to IFAP June 2019
Keep data security in mind
GLBA. ,
Department’s cyber page and free compliance tool.
Use CAMS so you can focus on compliance.

5. Yearly Setup Finaid Overview Use one financial and academic year
Key Points
Use one financial and academic year
Student loan periods are set per student
Make budget labels generic enough to be reused
Pell chart importing
Set award reference values before awarding

6. ISIR Reporting Finaid Overview Doctrack Autoload is a requirement
Key Points
Doctrack Autoload is a requirement
Add document for each required comment code
Use SQL conditions for verification

7. Manual Awarding Finaid Overview
Key Points
Single and Multi student packaging only add awards in mass, no logic
Works for smaller schools
Use packaging worksheet to calculate package

8. COD Import/Export Finaid Overview Award status is most important field
Key Points
Award status is most important field
Official students aren’t always full time
Used in conjunction with Doctrack Autoload , you will not disburse ineligible students

9. Auto Packaging Finaid Overview
Key Points
Adjust awards based on enrollment status
Estimate awards for all ISIRs received , quickly
Saves time awarding basic federal aid.
On average, takes 20 minutes to package 1000 students

10. Terms and Modules Finaid Overview
Key Points
Registration setup affects how financial aid would be setup
It’s possible to do both in CAMS, use an incremental approach
May require customizations to CAMS based on programs

11. Wrap up Finaid Overview CAMS Financial Aid Module can save time
Key Points
CAMS Financial Aid Module can save time
Time investment in setup is recommended
Basic knowledge of SQL is recommended
In tuition based school, it’s the most important office, get help.
CAMS can be integrated with PowerFAIDS

12. Questions? Tracy.dale@3dtechnologiesllc.com
Finaid Overview
Questions?