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<div class="WordSection1">
<div class="MsoNormal" align="center" style="text-align:center"><i><span style="font-size:14.0pt;color:#4472C4;mso-ligatures:none">
<hr size="1" width="100%" noshade="" style="color:#0070C0" align="center">
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<p class="MsoNormal"><i><span style="font-size:14.0pt;color:#4472C4;mso-ligatures:none">A Financial Aid Focus</span></i><span style="mso-ligatures:none"><o:p></o:p></span></p>
<div class="MsoNormal" align="center" style="text-align:center"><i><span style="color:#4472C4;mso-ligatures:none">
<hr size="1" width="100%" noshade="" style="color:#0070C0" align="center">
</span></i></div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"> </span></b><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">We hope it’s been a great start to your winter term!
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">FA Support would like to share some reminders on what to consider when running Authorizing and Disbursing in ctcLink.
We recommend taking extra special care <b><u>and</u> </b>communication to your SF friends when performing manual Authorization and Disbursements.
<span style="color:black">Manual adjustments should not be happening </span>during the batch processes running <span style="color:black">nor prior to SF creating the batch Group Post.</span></span><span style="font-family:"Calibri Light",sans-serif;color:black"> </span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Please bear in mind that when you are running batch Authorization and Disbursements, and a manual disbursement is performed
in between batch processes of when Group Post (SF) is run, this can result in having some inadvertent disbursement fallout where the original award amount is disbursed through the batch process, but then the manual amount that is adjusted is creating a disbursement
issue. <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Consider the following scenario on how Customer Account errors happen:<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Timing issues when someone manually adjusts and disburses after batch authorization and disbursement, but
<i>before</i> Group Post runs, can result in extra clean up and inaccurate postings to accounts.<o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="margin-bottom:12.0pt;mso-list:l3 level1 lfo1"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">(FA) An Award is reduced on 1/16<o:p></o:p></span></li><li class="MsoNormal" style="margin-bottom:12.0pt;mso-list:l3 level1 lfo1"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">(FA) Authorization is run in batch on 1/19 at 9 AM<o:p></o:p></span></li><li class="MsoNormal" style="margin-bottom:12.0pt;mso-list:l3 level1 lfo1"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">(FA) Disbursement runs in batch on 1/19 at 9:15 AM<o:p></o:p></span></li><li class="MsoNormal" style="margin-bottom:12.0pt;mso-list:l3 level1 lfo1"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">(FA) Winter portion of award is cancelled on 1/19 at 11 AM</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></li><li class="MsoNormal" style="margin-bottom:12.0pt;mso-list:l3 level1 lfo1"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">(FA) Manually authorized on 1/19 at 11:15 AM</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></li><li class="MsoNormal" style="margin-bottom:12.0pt;mso-list:l3 level1 lfo1"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">(FA) Manually disbursed on 1/19 at 11:16 AM</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></li><li class="MsoNormal" style="margin-bottom:12.0pt;mso-list:l3 level1 lfo1"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">(SF) Group Post is run on 1/19 at 1 PM</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">In the above scenario, it has been discovered that awards needing to have been pulled back entirely will just end up with the amount reduced
being credited again to the student account. Please always check Customer Accounts for during the clean-up process until the account is fully reconciled. Take extra special care that batch authorization/disbursement is not running, and all group posts have
successfully posted before doing any clean-up work to accounts. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">If you find yourself in this situation, please file a ticket with FA Support as soon as you discover the issue.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">We know a lot goes on behind the scenes and timing is always of the essence! Keep doing the great work and just keep these timing considerations
at the forefront. You got this, FA! <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"><img width="443" height="631" style="width:4.618in;height:6.5763in" id="Picture_x0020_3" src="cid:image001.jpg@01DA4AE7.EE0EF770" alt="An iceberg in the water
Description automatically generated"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:14.0pt;color:#4472C4;mso-ligatures:none">Query Corner</span></i><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"> </span><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Segoe UI Emoji",sans-serif;color:black;mso-ligatures:none">✨
</span></b><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">Shining the light on this helpful query!
</span></b><b><span style="font-size:12.0pt;font-family:"Segoe UI Emoji",sans-serif;color:black;mso-ligatures:none">✨</span></b><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">
<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">A QUERY TO HELP WITH CUSTOMER ACCOUNT RECONCILIATION:</span></b><span style="color:black">
</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black">The query
<b>CTC_FA_SF_DISCREPANCY_LIST</b> is a query that will pull students that have aid unapplied to Customer Accounts. This could mean something as simple as Group Post hasn’t yet run, or it could mean something a little deeper to mean that the Payment Priority
and/or Charge Priority List need to be reviewed and or adjusted. </span><span style="color:black"> </span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">The ideal time to run this query is during periods of disbursement, typically once a week.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">In the highlighted example, note column Q for
<i>Unapplied Amt to Customer Accounts. </i>This is the column you need to find out why a payment has not applied to Customer Account.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">You can do a quick sweep with this query to find students who need Customer Account review.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Tip!</span></i></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> This query typically has many results
in it, so run it in Schedule Query for best results.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif"><img width="1093" height="413" style="width:11.3888in;height:4.3055in" id="Picture_x0020_4" src="cid:image002.jpg@01DA4AE7.EE0EF770" alt="A screenshot of a computer
Description automatically generated"><span style="mso-ligatures:none"><o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<div class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">
<hr size="1" width="100%" noshade="" style="color:#0070C0" align="center">
</span></div>
<p class="MsoNormal"><i><span style="font-size:14.0pt;color:#4472C4;mso-ligatures:none">Financial Aid Learning Opportunities
</span></i><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<div class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">
<hr size="1" width="100%" noshade="" style="color:#0070C0" align="center">
</span></div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> <o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-top:12.0pt;page-break-after:avoid"><b><i><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:#00B050">Calendar invites with web ex log in information already sent out</span></i></b><b><span style="font-size:16.0pt;font-family:"Calibri Light",sans-serif;color:#2F5496"><o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-top:12.0pt;page-break-after:avoid"><span style="font-size:16.0pt;font-family:"Calibri Light",sans-serif;color:#2F5496">Session: The Adventures of the R2T4 Worksheet – Session 1 </span><span style="font-family:"Calibri",sans-serif;color:#2F5496"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">When:
</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Thursday, 1/25/2024, 1:00PM – 3:00PM
</span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Audience:</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">
<span style="color:black">Staff responsible for processing R2T4 calculations </span>
<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Presenters:</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> Molly Groyer, FA Support Functional
Analyst </span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt;vertical-align:baseline"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Objectives:
<o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-left:47.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;vertical-align:baseline">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;mso-ligatures:none"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;position:relative;top:-.5pt;mso-text-raise:.5pt;mso-ligatures:none">Identify students to be reviewed for R2T4 by Mass Assigning F03 Service Indicator </span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:47.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;vertical-align:baseline">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;mso-ligatures:none"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;position:relative;top:-.5pt;mso-text-raise:.5pt;mso-ligatures:none">Find a student’s withdrawal information in ctcLink</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:47.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;vertical-align:baseline">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;mso-ligatures:none"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;position:relative;top:-.5pt;mso-text-raise:.5pt;mso-ligatures:none">Find a student’s institutional charges</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:47.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;vertical-align:baseline">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;mso-ligatures:none"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;position:relative;top:-.5pt;mso-text-raise:.5pt;mso-ligatures:none">Create & complete an R2T4 worksheet & understand the functionality of key fields on the Worksheet</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:47.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;vertical-align:baseline">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;mso-ligatures:none"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;position:relative;top:-.5pt;mso-text-raise:.5pt;mso-ligatures:none">Adjust federal aid & undisburse/re-disburse</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:47.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;vertical-align:baseline">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;mso-ligatures:none"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;position:relative;top:-.5pt;mso-text-raise:.5pt;mso-ligatures:none">Add an F05 Service Indicator</span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:47.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;vertical-align:baseline">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;mso-ligatures:none"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;position:relative;top:-.5pt;mso-text-raise:.5pt;mso-ligatures:none">Review available R2T4 queries</span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:47.0pt;vertical-align:baseline"><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:47.0pt;vertical-align:baseline"><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-top:12.0pt;page-break-after:avoid"><span style="font-size:16.0pt;font-family:"Calibri Light",sans-serif;color:#2F5496">Session: Intermediate Loan Processing - Loan Troubleshooting</span><span style="font-size:16.0pt;font-family:"Calibri",sans-serif;color:#2F5496"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">When:
</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Tuesday, 1/30/2024, 9:00AM – 11:00AM
</span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Audience:</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> Staff
responsible for awarding/managing the Direct loan program<span style="color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Presenters:</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> Kelly Forsberg, FA Functional Trainer
</span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt;vertical-align:baseline"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Objectives:
<o:p></o:p></span></b></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l0 level1 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Understand how to work varying examples from the following reports:<o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level1 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Loans on Hold Report<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l0 level2 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Origination Hold<o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level2 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Origination Changes Hold<o:p></o:p></span></li></ul>
<li class="MsoNormal" style="mso-list:l0 level1 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Rejected Originations Report<o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level1 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Disbursement Errors Report<o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level1 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Understand which ctcLink pages to navigate and how to read and update them when troubleshooting loan reject and loans
on hold messages:<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l0 level2 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">View Loan Processing Actions page<o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level2 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">View COD Data page<o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level2 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Hold/Suspend Change Data page <o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level2 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Override Loan Data page<o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level2 lfo3"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Override Processing Status page<o:p></o:p></span></li></ul>
</ul>
<p class="MsoNormal" style="margin-left:1.0in"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-top:12.0pt;page-break-after:avoid"><b><i><span style="font-size:16.0pt;font-family:"Calibri Light",sans-serif;color:#00B0F0;mso-ligatures:none">New!
</span></i></b><span style="font-size:16.0pt;font-family:"Calibri Light",sans-serif;color:#2F5496">Session: FA Drop-In Debrief – How Did It Go? Using the New Transfer Monitoring UEM Process </span><span style="font-size:16.0pt;font-family:"Calibri",sans-serif;color:#2F5496"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">When:
</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Thursday, 2/9/2024, 9:00AM – 10:00AM
</span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Audience:</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> Staff
responsible for managing the NSLDS Transfer Monitoring process in ctcLink<span style="color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Facilitators:</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> Kelly Forsberg, FA Functional
Trainer </span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">This hour-long Fin Aid Debrief Session is a ‘<i>how did it go’</i> conversation with your Financial Aid colleagues in the system who have run this
process for the Winter 2241 term. Come to the session and chat amongst yourselves to talk through what you learned, what were some challenges, personal learnings and/or information you encountered during the new NSLDS Transfer Monitoring UEM process and anything
else you think might be helpful to share with your college colleagues.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Additionally, in the session, Kelly Forsberg will briefly walk through the
<a href="https://ctclinkreferencecenter.ctclink.us/m/92427/l/1375608-nslds-transfer-monitor-business-process-guide">
<span style="font-family:"Aptos",sans-serif;color:#467886">NSLDS Transfer Monitoring Guide</span></a> to show updates as of 01/18/2024, reflecting the NSLDS technical and enrollment reporting guides so you can familiarize yourself with the information used
to optimize your experience in working with TRNINFIN and FAHEXTOP files.<o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-top:12.0pt;page-break-after:avoid"><span style="font-size:16.0pt;font-family:"Calibri Light",sans-serif;color:#2F5496">Session: Intermediate Pell Processing - Pell Troubleshooting </span><span style="font-size:16.0pt;font-family:"Calibri",sans-serif;color:#2F5496"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">When:
</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Tuesday, 2/13/2024, 9:00AM – 11:00AM
</span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="vertical-align:baseline"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Audience:</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> Staff
responsible for managing Pell payment<span style="color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Presenters:</span></b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"> Kelly Forsberg, FA Functional Trainer
</span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt;vertical-align:baseline"><b><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Objectives:
<o:p></o:p></span></b></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level1 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Understand how to read and work examples in the Pell Reports<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level2 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Pell Records by Transaction Status<o:p></o:p></span></li><li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level2 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Pell Records by Status<o:p></o:p></span></li><li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level2 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Pell Origination Validation Report<o:p></o:p></span></li><li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level2 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Pell Disbursement Validation Report<o:p></o:p></span></li><li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level2 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Pell Disbursement Status Report<o:p></o:p></span></li></ul>
<li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level1 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Understand how to perform Pell troubleshooting using various pages in ctcLink<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level2 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">View COD Data page<o:p></o:p></span></li><li class="MsoNormal" style="color:#4D4D4D;mso-list:l2 level2 lfo4"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Manage Pell Payment page<o:p></o:p></span></li></ul>
</ul>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none"> </span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:14.0pt;color:#4472C4;mso-ligatures:none">Team Updates</span></i><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-top:2.0pt;page-break-after:avoid"><span style="font-size:13.0pt;font-family:"Calibri Light",sans-serif;color:#2F5496">FA Support Team<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">It’s Aid Year Rollover season! Aid Year Rollover calendar invites have made their way to their intended recipients in the FA offices. Beginning near
the end of January, and into March, the Functional Analysts will be working with your college FA team to roll tables and review items for the 2024/2025 Award Year.<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-top:2.0pt;page-break-after:avoid"><span style="font-size:13.0pt;font-family:"Calibri Light",sans-serif;color:#2F5496">Training Team<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Updates to Canvas Training courses are ongoing and will be worked up to include screen updates from the FAFSA Simplification. Announcements will be
made in Canvas when these updates are completed.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">The QRGs and BPGs are<i> still</i> currently undergoing a continual overhaul to accommodate the upcoming PeopleTools 8.59 system upgrade. We expect
these updates to continue through Aid Year Rollover season. If you have guides or QRGs printed out, please continue to check the ctcLink Reference Center for the most current version.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:14.0pt;color:#4472C4;mso-ligatures:none">Just for Fun!</span></i><span style="font-size:14.0pt;color:#4472C4;mso-ligatures:none">
</span><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none">Enjoy a global buffet and your best personality trait will be revealed!
</span><a href="https://www.buzzfeed.com/hazelyxlee/international-foods-best-quality-quiz"><span style="color:#467886">Food Quiz: Eat Food Reveal Best Personality Trait (buzzfeed.com)</span></a><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;color:black">TGIF,
<o:p></o:p></span></p>
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<p class="MsoNormal" style="text-autospace:none"><!--[if gte vml 1]><v:shapetype id="_x0000_t75" coordsize="21600,21600" o:spt="75" o:preferrelative="t" path="m@4@5l@4@11@9@11@9@5xe" filled="f" stroked="f">
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</v:shapetype><v:shape id="Picture_x0020_2" o:spid="_x0000_s1026" type="#_x0000_t75" alt="Compass" style='position:absolute;margin-left:0;margin-top:0;width:45pt;height:84pt;z-index:251659264;visibility:visible;mso-wrap-style:square;mso-width-percent:0;mso-height-percent:0;mso-wrap-distance-left:6pt;mso-wrap-distance-top:0;mso-wrap-distance-right:6pt;mso-wrap-distance-bottom:0;mso-position-horizontal:left;mso-position-horizontal-relative:text;mso-position-vertical:absolute;mso-position-vertical-relative:line;mso-width-percent:0;mso-height-percent:0;mso-width-relative:page;mso-height-relative:page' o:allowoverlap="f">
<v:imagedata src="cid:image003.jpg@01DA4AE7.EE0EF770" o:title="Compass" />
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</v:shape><![endif]--><![if !vml]><img width="60" height="112" style="width:.625in;height:1.1666in" src="cid:image003.jpg@01DA4AE7.EE0EF770" align="left" hspace="8" alt="Compass" v:shapes="Picture_x0020_2"><![endif]><span style="font-size:12.0pt;font-family:"Franklin Gothic Medium",sans-serif;color:#003764;mso-ligatures:none">Kelly
Forsberg </span><span style="font-family:"Calibri",sans-serif;color:black;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Franklin Gothic Medium",sans-serif;color:#003764;mso-ligatures:none">ctcLink Functional Trainer | Financial Aid</span><span style="font-family:"Calibri",sans-serif;color:black;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Franklin Gothic Book",sans-serif;color:#003764;mso-ligatures:none">Washington State Board for Community and Technical Colleges</span><span style="font-family:"Calibri",sans-serif;color:black;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri Light",sans-serif;color:black;mso-ligatures:none">o: 360-704-1066</span><span style="font-family:"Calibri",sans-serif;color:black;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Franklin Gothic Book",sans-serif;color:blue;mso-ligatures:none"> </span><span style="font-family:"Calibri",sans-serif;color:black;mso-ligatures:none"><o:p></o:p></span></p>
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