2. Sept. 21, 2014 Peoplesoft 9.0 Campus Solutions Features and Enhancements Bundle #37 Kickoff Webinar Thursday, May 21, 2pm

3. Purpose   To inform.  To provide a high level overview.  To give you time to prepare (training, communication).

4. What is a Bundle? PeopleSoft delivers application software packages called “bundles” four times per year (quarterly). A bundle release contains four elements:  New software features  Capability enhancements  Fixes for known issues  Regulatory compliance items

5. Delivery Sequential application on an ongoing basis Implement new functionality to meet immediate needs Institutions no longer have to rely on costly, disruptive major upgrades CDM customers must be on the same software release All updates must be applied in sequential order Bundle 37 is a prerequisite for Bundle 38 Continuous Delivery Model (CDM)

6. Success Criteria/ Benefits  Campus Solutions will be up to date on releases, features, and enhanced capabilities  64 various software fixes corrected across the modules  Financial Aid will be within regulatory compliance  Campus Solutions will be ready for the application of Bundle 38

7. Assumptions  PeopleSoft will continue to deliver software updates each quarter  Enterprise Applications will continue to install the bundles  End users will participate in the Bundle install projects to ensure the software fixes and new capabilities meet LSC standards and business processes  Business owners will communicate changes to staff and constituents

8. Go Live Weekend Refresh CS90SND from CS90DMO DBAs Prep CS90DMO Scan COBOL Program and SQR for LSC Mods Refresh CS90FAD from CS90STG Oracle delivers CS Bundle DBAs Prep CS90FAD OMS Performs Bundle Retrofit

9. Go Live Weekend OMS Performs Bundle Retrofit DBAs Refresh CS90TST from CS90STG DBAs Apply CS 9 Bundle and OMS Retrofit Project to CS90TST CS Team Preliminary Testing CS90TST Bundle 37 Kickoff Webinar CS Team Submits Security Requests for UAT End Users Perform UAT in CS90TST

10. Go Live Weekend OMS Performs Bundle Retrofit DBAs Refresh CS90TST from CS90STG DBAs Apply CS 9 Bundle and OMS Retrofit Project to CS90TST CS Prep for Go Live Week End Users Perform UAT in CS90TST Refresh CS90STG from CS90PRD DBAs Prep CS90PRD Pre Go Live Tasks Go Live-DBAs Apply CS Bundle and Retrofit Bundle 37 Go Live DBAs Refresh CS90DEV from CS90STG

11. Bundle 37 Highlights Targeted Regulatory Updates Planned 2015-2016 Aid Year Updates For Direct Lending COD and 2015-2016 Aid Year Updates for DLSAS New Schema Version 4.0b Student Eligibility Code (formerly Ability to Benefit) changes PLUS Loans with Adverse Credit History support, including Credit Status (CS) System Generated Response (replacing CO System Response) and PLUS Credit Counseling results Changes to COD Edits DLSAS Disbursement On Demand load Planned 2015-2016 Aid Year Updates for INAS Federal Methodology (FM) Annual update for computational support to the 2015-2016 INAS Federal Methodology (FM) and continued support for the Institutional Methodology and Estimated Federal Methodology (IM/EFM). Modifications are planned for FM, IM, and EFM INAS processing to account for changes in processing logic to support 2015-2016. Planned 2015-2016 Aid Year Updates for Pell COD Annual changes to enable Pell COD processing for 2015-2016 including incorporation of new ATB values and functionality to associate Student Eligibility/ATB Code by Aid Year.Planned 2015-2016 Verification Updates Post Campus Solutions 9.0 Bundle #36

12. Bundle 37 Highlights Targeted Regulatory Updates Planned 2015-2016 Aid Year Updates for Pell Schedules On January 29, 2015, the US Department of Education (ED) published the Regular Payment and Disbursement schedules [Dear Colleague Letter (DCL) GEN-15-02] for determining Federal Pell Grant awards for the 2015-2016 Aid Year; July 1, 2015 to June 30, 2016, which was posted on February 11, 2015. We plan to post this regulatory update in Additional Features Q2 2015. Planned 2015-2016 Verification Updates Post Campus Solutions 9.0 Bundle #36 The ability to apply aid year 2015-2016 tax data to ISIR and changes to the Tax, Credits, and Payments page. Subsequent changes to Tax, Credits, and Payments to identify and use the correct Income Tax Amount required by FAFSA.

13. Document Overview by Module Oracle’s PeopleSoft 9.0 Campus Solutions Bundle 37 Document Overview by Module

14. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. 2015 - 2016 Aid Year Verification Updates Assessing Eligibility for Financial Aid.pdf (documentation update only) 2015 – 2016 Aid Year FM INAS and Verification Tax Form Updates Processing Federal Financial Aid Applications.pdf (documentation update only) Student Eligibility Code (Ability to Benefit) Updates Assessing Eligibility for Financial Aid.pdf 2015-2016 COD DL and PELL Update Processing Direct Loans.pdf (documentation update only) Student Loans Company Updates (GBR) Using Student Loans Company.pdf PDF versions can be downloaded at LoneStar.edu/campus-solutions

15. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions NOTE: The PeopleBook updates for Verification, INAS, Student Eligibility Code (Ability to Benefit), and DLSAS are based on the following critical system updates made since Bundle 36 and before the release of Bundle 37: Patch ID 11611860/Product Update ID 917320 released on February 17, 2015. Patch ID 19033014/Product Update ID 918958 released on March 9, 2015. 2015 – 2016 Pell Grant Schedules On January 29, 2015, the United States Department of Education published the Regular Payment and Disbursement schedules [Dear Colleague Letter (DCL) GEN-15-02] for determining Federal Pell Grant awards for the 2015-2016 Aid Year, July 1, 2015 to June 30, 2016. On February 11, 2015, Oracle posted Patch ID 19032869/Product Update ID 915103 to My Oracle Support for customers to update the system with the schedules announced in DCL GEN-15-02.

16. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Assessing Eligibility for Financial Aid.pdf Viewing Financial Aid Administrator Information Bundle 37 Documentation Only Update If a student or parent has an IRS Request Flag value of “02”, meaning the IRS data was transferred from the IRS and was not changed by the user prior to submission of an application or correction, then the following message appears at the bottom of the FAA Information, Household Info, and Tax Form Data pages: “One or more IRS Request values equals 02. Performing Get Fed Data is optional. You may enter information directly in the component. Updating IRS AGI data elements required for Verification may result in an AGI no longer supported by the information retrieved from the IRS.”.

17. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Assessing Eligibility for Financial Aid.pdf Filing Information: Special Circumstances Bundle 37 Documentation Only Update-Updated Description Select this checkbox to indicate special circumstances may exist for the student.

18. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Assessing Eligibility for Financial Aid.pdf Entering Tax, Credits, and Payments Bundle 37 Documentation Only Update-Updated Description of this section Tax Credits and Payments allows entry of pertinent data from forms 1040, 1040A, and 1040EZ. It captures Line xx Income Tax Amount and uses that value to update U.S. Tax Paid on the Tax Form Data entry page for use in the compare process. Other fields used in compare available in Tax, Credits, and Payments are Schedule A itemized Deductions (1040 only), Education Credits, Additional Medicare Form 8959, Earned Income Credit, and Additional Child Tax Credit.

19. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Assessing Eligibility for Financial Aid.pdf Creating and Managing Ability to Benefit Bundle 37 Added Aid Year field to record. Renamed “Ability to Benefit Code to “Stdnt Eligibility Code” Creating Ability to Benefit Data in Batch Bundle 37 Documentation Only Update Renamed “Ability to Benefit Code” to “Stdnt Eligibility Code”

20. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Processing Direct Loans.pdf Processing and Reviewing Miscellaneous Borrower Data Bundle 37 Documentation Update Only Renamed “Loan Credit Information” group box to “PLUS Loan Credit Information”.

21. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Processing Direct Loans.pdf PLUS Loan Credit Information Bundle 37 Documentation Update Only Renamed “Loan Credit Override” to “Credit Decision Override” and updated the field description. Renamed “Ln Endorser Amount” to “Loan Endorser Amount” and updated the field description. Added the following new fields: Credit Decision Status Credit Decision Expiration Dt Credit Action Choice Credit Action Status Endorser Approved Credit Requirements Met Original Credit Decision Reconsideration Eligible Credit Appeal Status Counseling Completed Counseling Complete Dt Counseling Expiration Dt Counseling Exception Credit Balance Option

22. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Processing Direct Loans.pdf Importing School Account Statement Data Bundle 37 Added Disbursement Detail On Demand File Types (DSRFnnOP, DSMFnnOP and/or DSYFnnOP).

23. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Processing Federal Financial Aid Applications.pdf Viewing EFC Status and Database Matches Bundle 37 Documentation Only Update Added FM Assumptions link at the upper left of the EFC Information region.

24. Financial Aid Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Using Common and Disbursement.pdf Using Common Origination Message Classes Bundle 37 Documentation Only Update Added the CRCSnnOP message class.

25. Student Financials Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. Documentation Only Update: Clarification on description of term and transaction wash Setting Up Tuition Controls Criteria Equations and Waivers.pdf Updates to HECS Help Account Type Information (AUS) Setting Up and Using Australian Loan Processing.pdf PDF versions can be downloaded at LoneStar.edu/campus-solutions

26. Student Financials Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. Setting Up Tuition Controls Criteria Equations and Waivers.pdf Bundle 37 Documentation-only update. Clarified description of term and transaction wash. Specifying Tuition Calculation Percentages Bundle 37 Added sentence. The wash functionality contains three levels: session, term, and transaction, and are mutually exclusive. PDF versions can be downloaded at LoneStar.edu/campus-solutions

27. Student Financials Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. Setting Up Tuition Controls Criteria Equations and Waivers.pdf Bundle 37 Documentation-only update. Clarified description of term and transaction wash. Term Controls Bundle 37 Added Sentence. Term wash is not based on class or class cost, but is based on billing units of the class. Session Wash Period Bundle 37 Added sentence. Session wash is not based on class or class cost, but is based on billing units of the class. PDF versions can be downloaded at LoneStar.edu/campus-solutions Establishing Tuition Calculation Controls Bundle 37 Documentation-only update: Clarified description of term and transaction wash.

28. Student Records Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. (GBR) HESA Field Derivation PDF versions can be downloaded at LoneStar.edu/campus-solutions

29. Campus Community Updates Bundle 37 Changes Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions Changes affecting Constituent Services and Frameworks only.

30. Software Issues Resolved

31. Your Adventure Guides Sam ChauFinancial Aid Cindy SealeStudent Records, Texas State Reporting, Advising, CE Brenda JacksonCampus Community, Advising, Admissions, CE James SilvaStudent Financials Jim MathewsTech Information Manager Bob LawsonDirector Enterprise Applications - Campus Solutions Renata TyreeCampus Solutions Information Manager We Are Here

32. You can always find up-to-date bundle communications at: www.lonestar.edu/campus-solutions

33. Questions WHO INVENTED PEANUTBUTTER AND JELLY? DOES P=NP? WHAT HAPPENED BEFORE THE BIG BANG? WHATS INSIDE A BLACK HOLE? ARE THERE LIMITS TO HUMAN KNOWLEDGE? WHAT IS MATHMATICS, REALLY? WHAT IS GRAVITY REALLY? WHAT IS SOY SAUCE REALLY? IS PHYSICAL ACHIEVABILITY A PROPER SUBSET OF ABSTRACT CONCEIVABILITY? WHY DID THE CHICKEN REALLY CROSS THE ROAD? WHO IS JOHN GALT? WHO IS PIZZLER? WHO KILLED KENNEDY? WHY DID CAP'N CRUNCH TASTE SO MUCH BETTER WHEN i WAS 10? WHY DO PIGS HAVE CURLY TAILS? FOR CONVEX SURFACES OF FIXED INTRINSIC DIAMETER, IS THE DOUBLED DISK THE ONE WITH THE GREATEST AREA? DID GALOKA THINK THAT THE ULUS WERE TOO UGLY TO SAVE? WHY WAS MATHMATICS INVENTED OR DISCOVERED? CAN EVERY EVEN INTEGER GREATER THAN 2 BE WRITTEN AS THE SUM OF TWO PRIMES? WHY WON'T HEATHER LET ME LOOK INSIDE HER PURSE? WHY IS GRAPE NUTS CEREAL CALLED THAT, WHEN IT CONTAINS NEITHER GRAPES OR NUTS? WHY IS THE #2 PENCIL THE MOST POPULAR? WHAT DO PEOPLE IN CHINA CALL THEIR GOOD PLATES? WHY IS IT OKAY TO SELL YOUR BLOOD BUT NOT YOUR KIDNEY? WHY DO WE STILL HAVE APES IF PEOPLE EVOLVED FROM APES? WHY ARE THE NUMBERS ON A PHONE AND A CALCULATOR REVERSED? WHY IS SCIENCE DEFINED AS A PROCESS AND A PRODUCT? DO SOUNDWAVES TRAVEL FOREVER? WHO INVENTED THE BOOK LIGHT? WHAT HAPPENS AS THE UNIVERSE EXPANDS? IS NEW TECHNOLOGY ALTERING THE STRUCTURE OF OUR BRAINS? ….