[ctcLinkfinaidsupport] FA Weeklyish Bulletin 09/25/2023

Kelly Forsberg kforsberg at sbctc.edu
Mon Sep 25 15:58:46 PDT 2023 

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Knowing is Half the Battle
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RECONCILIATION:  It is strongly recommended that reconciliation of all financial aid programs occur once per month, and at the very minimum, once per quarter.  For Pell, you should be looking for those pgrc files in your EdConnect queue, loading and working them in a timely manner.



DEPT OF ED RESOURCES:  Electronic Announcement CB-23-16) Reminder – FISAP Due Sept. 29, 2023: https://fsapartners.ed.gov/knowledge-center/library/electronic-announcements/2023-08-30/reminder-fisap-due-sept-29-2023



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Query Corner
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QUERY FOR CENSUS:  The query CTC_FA_CENSUS_DATE_LIST identifies students who have a discrepancy between the FA Load captured at the most recent Authorization via the award activity page versus the FA Load in FA Term. This query will only pull students who have a discrepancy between the FA Loads. Item types included in the criteria are: Pell, Additional Pell, SEOG, SNG, CBS, Institution Grant (ex TCC Grant) and Need Based Tuition Waiver.

When you see results in this query, you want to confirm whether these students are still eligible for these awards at that enrollment level.  The awards may need to be recalc’d to reflect the correct enrollment intensity.

This query is yet another check and balance tool in the system to prevent incorrect award amounts from being disbursed.

This query should be run daily – and the data worked – until Census lock.

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Workshops, Trainings, Q & As, and Work Sessions
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UPCOMING TRAININGS

Session:  State Aid Reconciliation Refresher (Real-Time Reporting to WSAC)
When:  Tuesday, 09/26/2023, 9AM – 11:00AM
Audience:  Staff responsible for reconciliation of financial aid and doing the WSAC draw-down of state funds
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:
After completing this training, you should be able to:

  *   Understand what queries are available for state aid recon and what they do:
     *   CTC _SNG_COMPARE
     *   CTC_FA_CBS_SNG_NOT_AWARDED
     *   CTC_FA_SNG_ELIG_NOTPKGD
  *   Understand the clean-up reports to run prior to running recon
     *   Fund Roster
  *   Understand how to run WCG Interim

  *   Understand how to use the Fiscal Item Types page to help in your recon efforts
  *   Tips for success & additional resources


Session:  CS Cross-Pillar Training FA-SF:  FA Award Adjustments and the FARP/FARC process
When:  Tuesday, 10/03/2023, 9:00AM – 11:00AM
Audience:  FA Staff responsible for adjusting awarded aid & SF Staff responsible for correcting Customer Accounts
Presenters:  Alec Risk, SF Functional Trainer & Kelly Forsberg, FA Functional Trainer
Objectives:
After completing this training, you should be able to:

  *   FA- Understand how to do award adjustments:

     *   Adjustments for re-calcs
     *   Adjustments for R2T4
  *   FA- Understand options on getting adjustments over to Customer Accounts
     *   Batch Authorization and Disbursement
     *   Manual Authorization and Disbursement
     *   Tips and Tricks for each option
  *   FA/SF- Understand options for blocking FA refunds due to withdrawals
  *   SF- Understand the FARP/FARC Process and how to do it
     *   When and why to reverse it
  *   SF- Upcoming updates


Session:  NSLDS Transfer Monitoring Refresher
When:  Tuesday, 10/10/2023, 9:00AM – 11:00AM
Audience:  Staff responsible for managing transfer students
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand the steps in the Transfer Monitoring/FAH Process:
     *   Assign NSLDS Checklist
     *   Process NSLDS Transfer/FAH Monitoring
     *   Upload/Download File Process
     *   Import Federal Data Files
     *   Process NSLDS Files
     *   Review NSLDS Flagged Students
     *   Run NSLDS Push
     *   Resolve NSLDS Checklist or UEM (dependent on business process


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In Case You Missed It!
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From NASFAA:



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Federal Student Aid Estimator | Federal Student Aid<https://studentaid.gov/aid-estimator/>



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Training Team Updates
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The QRGs and BPGs are currently undergoing a continual overhaul to accommodate the upcoming PeopleTools 8.59 system upgrade.  We expect these updates to continue until the end of the year.  Keep your eyes peeled for a new look and feel of the QRGs in the coming months as we work through 4,000 QRGs and guides in the ctcLink Reference Center!

MOST RECENTLY UPDATED 8.59 QRGs/BPGs:

  *   QRGs:
     *   Update Ability to Benefit Fields – In Progress
  *   BPGs:
     *   NSLDS Transfer Monitoring Guide – Completed
     *   FA Fund Management Guide – Completed
     *   Census Processing Guide – Completed
     *   Blocking FA Refunds Due to Withdrawals Business Process Guide – In Progress


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Just for Fun!
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More gratitude!  Here’s three more things I am grateful for today!  What are yours?  If you struggle to find something you’re grateful for. . . here’s a list! 101 Things To Be Grateful For In Your Life - Happier Human<https://www.happierhuman.com/things-grateful/>


  1.  Hoodie season!  I am so happy to be able to throw on a warm hoodie on the weekends.
  2.  Pets!  I have a tuxedo cat who will be 19 years old in a couple of months, can you believe that?!  He just lives to be with us and to go on supuuurrrrrvised visits outside.  He loves anything cheesy (Cheetos, string cheese, and Cheez Itz) and treats before bed.
  3.  Movement!  I make it a priority to move every day, either with a walk or going to the gym, it’s a must!

Happy Monday,

[Compass]Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
o: 360-704-1066


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