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<p class="MsoNormal">Good Afternoon Tammy-<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The ctcLink URR Error report does not contain an error for every Edit that exists in WSAC’s URR portal. In a case where a post withdrawn student receives the
<i>Total Need-Based aid exceeds the reported Need Amount</i> edit, would there be any data in ctcLink to correct?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The Supplemental Special Budget Process for URR looks for students that have Active FA Terms with an FA load greater than N and the W/D Info tab on FA Term does not have a Withdrew or Cancelled status. While a students’ budget duration
would not have adjusted based on this criteria, it sounds like the students record would be accurate in the csv file. At the time of disbursement for the term the student withdrew, the enrollment level and aid received is reported. If the student did not
attend future terms, they would show as not enrolled for those terms. If there are specific students you would like us to review, please submit a ticket with examples.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Stephanie<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> DirFinAid <dirfinaid-bounces@lists.ctc.edu> <b>
On Behalf Of </b>Zibell, Tammy via DirFinAid<br>
<b>Sent:</b> Wednesday, October 4, 2023 10:42 AM<br>
<b>To:</b> Financial Aid Directors <dirfinaid@lists.ctc.edu>; ctclinkfinaidsupport@lists.ctc.edu<br>
<b>Cc:</b> Zibell, Tammy <Tammy.Zibell@scc.spokane.edu><br>
<b>Subject:</b> Re: [Dirfinaid] The unexpected "Enrollment does not match Need Duration" Informational Edit on students without a valid ISIR/WASFA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div style="border:solid #C00000 1.5pt;padding:2.0pt 2.0pt 2.0pt 2.0pt" id="footer">
<p class="MsoNormal" align="center" style="text-align:center;background:white"><b><span style="color:#C00000">[Sent from outside SBCTC]
</span></b><span style="color:#C00000"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="color:black">Hello<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Thanks for all your assistance with this for me. I had over 200 students that I had to manually override with a
<b>No ISIR</b> statement. I hope this can be fixed because we are increasing our Running Start Students, High School +, and Dual Enrollment. This means we will have to do more manual overrides in the URR Portal.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Also, I have a few questions.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="color:black;margin-left:.25in;mso-list:l0 level1 lfo3">
I had 91 students error out with the Total Need-based aid exceeds the Reported Need Amount. Most of these were due to EFC not being reduced when students
<o:p></o:p></li></ol>
<p class="MsoListParagraph" style="margin-left:.75in"><span style="color:black"> withdraw from classes. How come these students do not show up on our CTC Unit Record error list?<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:.75in"><span style="color:black"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="2" type="1">
<li class="MsoListParagraph" style="color:black;margin-left:.25in;mso-list:l0 level1 lfo3">
I had a lot of students who withdrew from classes, and they’re <b>not enrolled</b> for specific quarters did not show on the CTC Link Unit Record error list. Is there a reason why
<o:p></o:p></li></ol>
<p class="MsoListParagraph" style="margin-left:.75in"><span style="color:black"> some students do not error until CSV file is loaded in the URR Portal?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Thanks<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black">Tammy<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="color:#1F497D"><img width="355" height="102" style="width:3.7013in;height:1.0625in" id="Picture_x0020_4" src="cid:image001.jpg@01D9F6D3.07C58DA0"></span><span style="font-size:12.0pt;font-family:"Script MT Bold";color:#44546A"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Script MT Bold";color:#44546A"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Script MT Bold";color:#44546A">Tammy<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#44546A"><o:p> </o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#44546A">Tammy Zibell</span></i><span style="font-family:"Arial",sans-serif;color:#44546A"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#44546A">Director</span></i><span style="font-family:"Arial",sans-serif;color:#44546A"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#44546A">Financial Aid Department</span></i><span style="font-family:"Arial",sans-serif;color:#44546A"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#44546A">Spokane Community College</span></i><span style="font-family:"Arial",sans-serif;color:#44546A"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#44546A">509-533-8135<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#44546A"><a href="mailto:tammy.zibell@scc.spokane.edu"><span style="color:#44546A">tammy.zibell@scc.spokane.edu</span></a></span></i><span style="font-family:"Arial",sans-serif;color:#44546A"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> DirFinAid <<a href="mailto:dirfinaid-bounces@lists.ctc.edu">dirfinaid-bounces@lists.ctc.edu</a>>
<b>On Behalf Of </b>Deborah Englehardt via DirFinAid<br>
<b>Sent:</b> Wednesday, October 4, 2023 10:05 AM<br>
<b>To:</b> <a href="mailto:dirfinaid@lists.ctc.edu">dirfinaid@lists.ctc.edu</a>; <a href="mailto:ctclinkfinaidsupport@lists.ctc.edu">
ctclinkfinaidsupport@lists.ctc.edu</a><br>
<b>Cc:</b> Deborah Englehardt <<a href="mailto:denglehardt@sbctc.edu">denglehardt@sbctc.edu</a>>;
<a href="mailto:unitrecord@wsac.wa.gov">unitrecord@wsac.wa.gov</a><br>
<b>Subject:</b> [Dirfinaid] The unexpected "Enrollment does not match Need Duration" Informational Edit on students without a valid ISIR/WASFA<br>
<b>Importance:</b> High<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Good morning FA!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">WSAC has confirmed there was no intention of assigning the "Enrollment does not match Need Duration" informational edit on those without a valid ISIR/WASFA. Ann is working with her techs to get the URR Portal updated, however, it may take
days and the URR is due on Monday. <span style="font-family:"Segoe UI Emoji",sans-serif">
😥</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Here are steps on a workaround to bulk override the students in this population.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>Step 1) Open up the CSV you loaded into the URR Portal that generated the informational edits<o:p></o:p></b></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="text-indent:.5in"><img border="0" width="840" height="274" style="width:8.75in;height:2.8541in" id="Picture_x0020_3" src="cid:image002.jpg@01D9F6D3.07C58DA0"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="text-indent:.5in">The population that should have not received the "Enrollment does not match Need Duration" informational edit can be identified by filtering to view just
<b>blanks</b> for <i>Column AA – NeedDuration</i> field. <o:p></o:p></p>
<p class="MsoNormal" style="text-indent:.5in"><o:p> </o:p></p>
<p class="MsoNormal" style="text-indent:.5in"><b><u>Technical Summary<o:p></o:p></u></b></p>
<p class="MsoNormal" style="margin-left:.5in">The <i>NeedDuration</i> field on the URR CSV pulls from the
<i>Budget Duration</i> field on an ISIR table in PS. Therefore, without an ISIR, there is no Budget Duration value for the student.<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:.5in">Reference QRG: <a href="https://ctclinkreferencecenter.ctclink.us/m/92421/l/933744-9-2-creating-a-prorated-efc">
9.2 Creating a Prorated EFC | 9.2 FA - ISIR Processing | ctcLink Reference Center</a>
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>Step 2) Filter your spreadsheet to students that have no Need Duration value
<o:p></o:p></b></p>
<p class="MsoNormal" style="text-indent:.5in"><o:p> </o:p></p>
<p class="MsoNormal" style="text-indent:.5in"><img border="0" width="753" height="272" style="width:7.8472in;height:2.8333in" id="Picture_x0020_1" src="cid:image003.jpg@01D9F6D3.07C58DA0"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>Step 3) Use the list from Step 2 to select the students in the URR Portal to perform a bulk override. Per Ann, the override comment should be something like “No valid ISIR/WASFA on file.”<o:p></o:p></b></p>
<p class="MsoNormal" style="text-indent:.5in"><o:p> </o:p></p>
<p class="MsoNormal" style="text-indent:.5in">Steps and screenshots for the bulk override start on p. 43 of the URR Manual.
<a href="https://wsac.wa.gov/sites/default/files/2022-23.UnitRecordReportManual.pdf">
https://wsac.wa.gov/sites/default/files/2022-23.UnitRecordReportManual.pdf</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If you have any questions about the bulk override process in the URR Portal, please contact WSAC’s URR team
<a href="mailto:unitrecord@wsac.wa.gov">unitrecord@wsac.wa.gov</a> for assistance.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you!<o:p></o:p></p>
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</v:shape><![endif]--><![if !vml]><img width="60" height="113" style="width:.625in;height:1.1736in" src="cid:image005.jpg@01D9F6D3.5FC245C0" align="left" hspace="12" alt="Compass" v:shapes="Picture_x0020_1"><![endif]><b><span style="font-size:14.0pt;font-family:"Candara",sans-serif;color:#1F497D">Deborah
Englehardt</span></b><b><span style="font-size:14.0pt;font-family:"Candara",sans-serif;color:#003764"><o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height:10.55pt;text-autospace:none"><b><span style="font-size:10.0pt;font-family:"Candara",sans-serif;color:#1F497D">Senior Functional Analyst, Campus Solutions (Financial Aid)<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height:10.55pt;text-autospace:none"><span style="font-size:10.0pt;font-family:"Candara",sans-serif;color:#1F497D">Washington State Board for Community and Technical Colleges<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:10.55pt;text-autospace:none"><span style="font-size:10.0pt;font-family:"Candara",sans-serif">1300 Quince Street SE<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:10.55pt;text-autospace:none"><span style="font-size:10.0pt;font-family:"Candara",sans-serif">Olympia, WA 98504-2495<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:10.55pt;text-autospace:none"><span style="font-size:10.0pt;font-family:"Candara",sans-serif;color:#1F497D"><a href="mailto:denglehardt@sbctc.edu">denglehardt@sbctc.edu</a> • O: 360-704-3979
</span><span style="font-size:12.0pt;font-family:"Candara",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Candara",sans-serif;color:#1F497D"><a href="https://www.sbctc.edu/"><span style="font-size:10.0pt">sbctc.edu</span></a></span><span style="font-size:10.0pt;font-family:"Candara",sans-serif;color:#003561">
</span><span style="font-size:10.0pt;font-family:"Candara",sans-serif;color:#1F497D">• Twitter:</span><span style="font-size:10.0pt;font-family:"Candara",sans-serif;color:#003764">
</span><span style="font-family:"Candara",sans-serif;color:#1F497D"><a href="https://twitter.com/SBCTCWashington"><span style="font-size:10.0pt">@SBCTCWashington</span></a></span><span style="font-size:10.0pt;font-family:"Candara",sans-serif;color:#003764">
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