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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5">Hi, Kelsey,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5">I agree with Ashley that having more information on the query helps catch all the students we are required to review for post-withdrawal disbursements. I understand that reducing
the workload is always desirable, but when it comes to R2T4, thorough is the best route to keep the feds happy.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5">I would caution against adding criteria to the query that would assist in throttling down the information that is retrieved. I use Excel filtering to a great degree when processing
R2T4; it’s easier to filter out information that you don’t want/need than to find another way to capture it because you found you needed it after all.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5">When it comes to R2T4, more is definitely better; ED will consider it a poor excuse if we say our queries simply didn’t pull that information, and a worse one if we say we deliberately
excluded from our query some students who should have been reviewed - even those who have been awarded need to be reviewed to see if they are considered to be a TIV recipient, and then to see if they are entitled to a PWD.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5">I work withdrawals once a week throughout the quarter (the
<i>entire</i> quarter to catch all the backdated ones from withdrawal exception requests). I work PWDs once a week as well, on the day after I’ve processed the latest batch of R2T4 calculations. This keeps the PWD list fairly clean of official withdrawals.
I save the lists with the date added to the filename, and compare the previous one to the new one every week to cull out the students I’ve already reviewed, which further whittles down the number of students to be reviewed. It usually doesn’t take me long
to work through the list.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5">Of course, this is just my opinion and preferred method, but it’s born from 23 years of processing R2T4 and advice from a program reviewer in a federal program review. I hope it
helps you all.<br>
<br>
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5">~Sharon<br>
<br>
<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Trebuchet MS",sans-serif;color:#1F3864">Sharon Gerlach</span></b><b><i><span style="font-family:"Trebuchet MS",sans-serif;color:#1F3864"> |</span></i></b><b><span style="font-family:"Trebuchet MS",sans-serif;color:#1F3864">
Program Specialist 3</span></b><b><span style="font-family:"Trebuchet MS",sans-serif;color:#4472C4">
<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual">Financial Aid Office
</span><span style="font-size:10.0pt;font-family:"Wingdings 2";color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual"></span><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual">
Spokane Community College</span><span lang="FR-CA" style="font-size:6.0pt;font-family:"Trebuchet MS",sans-serif;color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual">1810 N Greene St MS 2152, Spokane, WA 99217-5399<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual">509.533.7017
</span><span style="font-size:10.0pt;font-family:"Wingdings 2";color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual"></span><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual">
<a href="mailto:sharon.gerlach@scc.spokane.edu"><span style="color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;text-decoration:none">sharon.gerlach@scc.spokane.edu</span></a></span><span style="font-family:"Trebuchet MS",sans-serif;color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#2E74B5;mso-ligatures:standardcontextual"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Trebuchet MS",sans-serif;color:#2F5496;mso-ligatures:standardcontextual"><o:p> </o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Trebuchet MS",sans-serif;color:#404040;mso-style-textfill-fill-color:#404040;mso-style-textfill-fill-alpha:100.0%;mso-ligatures:standardcontextual">Whether you think you can, or you think you
can’t – you’re right. ~Henry Ford</span></i><span style="font-family:"Arial",sans-serif;color:#2E74B5;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#2E74B5"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> ctcLinkfinaidsupport <ctclinkfinaidsupport-bounces@lists.ctc.edu>
<b>On Behalf Of </b>Kelsey Denton via ctcLinkfinaidsupport<br>
<b>Sent:</b> Friday, December 13, 2024 1:32 PM<br>
<b>To:</b> Clark, Ashley <Ashley.Clark@sfcc.spokane.edu>; ctclinkfinaidsupport@lists.ctc.edu; dirfinaid@lists.ctc.edu; Molly Groyer <mgroyer@sbctc.edu><br>
<b>Subject:</b> Re: [ctcLinkfinaidsupport] Question Re: NEW R2T4 Query!<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thanks, Ashley - this is helpful for continuing the conversation with our SME. I'll work with them and then see if there is anything we want to bring to FAST. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Welcome any other input out there!<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Best wishes,<o:p></o:p></p>
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<p class="MsoNormal">Kelsey <o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> Clark, Ashley <<a href="mailto:Ashley.Clark@sfcc.spokane.edu">Ashley.Clark@sfcc.spokane.edu</a>><br>
<b>Sent:</b> Friday, December 13, 2024 12:28 PM<br>
<b>To:</b> Kelsey Denton <<a href="mailto:KDenton@greenriver.edu">KDenton@greenriver.edu</a>>;
<a href="mailto:ctclinkfinaidsupport@lists.ctc.edu">ctclinkfinaidsupport@lists.ctc.edu</a> <<a href="mailto:ctclinkfinaidsupport@lists.ctc.edu">ctclinkfinaidsupport@lists.ctc.edu</a>>;
<a href="mailto:dirfinaid@lists.ctc.edu">dirfinaid@lists.ctc.edu</a> <<a href="mailto:dirfinaid@lists.ctc.edu">dirfinaid@lists.ctc.edu</a>>; Molly Groyer <<a href="mailto:mgroyer@sbctc.edu">mgroyer@sbctc.edu</a>><br>
<b>Subject:</b> RE: Question Re: NEW R2T4 Query! <o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<span style="font-family:"Segoe UI",sans-serif;color:#212121">You don't often get email from
<a href="mailto:ashley.clark@sfcc.spokane.edu">ashley.clark@sfcc.spokane.edu</a>.
<u><a href="https://aka.ms/LearnAboutSenderIdentification">Learn why this is important</a></u><o:p></o:p></span></p>
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River College. Please do not click any links or open attachments unless you know the sender and know the information is safe. Even if you know the sender, if the request or information seems unusual please check with the sender first before clicking a link
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Please do not give out or enter your Green River email, network login, password information on non-Green River websites.<o:p></o:p></span></p>
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<p class="MsoNormal">Hi Kelsey,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">At SFCC we actually have been a proponent of the change because it was missing students who may have needed an evaluation of a post withdraw disbursement. SFCC made their own query a few years back when Debbie was here to include students
who had aid awarded but then cancelled, as well as those who never had aid offered.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">One way we help to cut down reviewing students is processing official withdraws first and then closing their worksheets in the system, that will then be on the PWD query with a completed worksheet date. Therefore, you know those at least
have already been processed through official withdraw processing. I am not sure if there would be other fields that could be added help you filter, maybe others have ideas. One idea is adding Aid Processing Status and Review Status from the Packaging Status
Summary page. That way you could filter those Package Complete/Complete? If it is a request of the larger group we could discuss that in FAST for any additional fields to help filter.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">We found the below was missing from the old PWD query and should have been reviewed for a PWD:<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l0 level1 lfo1">Those accidently cancelled by other staff before the R2T4 specialist could review for a PWD.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo1">Those who were cancelled because they said they were coming Fall and awarded all year, but then never enroll Fall so we cancel aid. Then they come winter and never update us. Those were missing from PWD
evaluation if their aid was cancelled in prior quarters, but really may be entitled to a PWD.<o:p></o:p></li></ul>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Our hope we can keep the new results so that we are ensuring to review all students who actually may be eligible for a PWD. Just our two cents!<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" style="background:white"><b><span style="font-size:12.0pt;color:#0070C0">Ashley Clark</span></b><span style="color:#0070C0"> | Associate Director of Financial Aid</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:#201F1E">Spokane Falls Community College</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:#201F1E">Financial Aid | MS 3172</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:#201F1E">3410 W Whistalks Way | Spokane WA 99224-5288</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:#201F1E">509-533-3533 |
</span><u><span style="color:blue"><a href="mailto:Ashley.Clark@sfcc.spokane.edu" target="_blank">Ashley.Clark@sfcc.spokane.edu</a></span></u><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.5pt;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<div style="border:none;border-top:solid windowtext 1.0pt;padding:3.0pt 0in 0in 0in;border-color:currentcolor currentcolor">
<p class="MsoNormal"><b>From:</b> ctcLinkfinaidsupport <<a href="mailto:ctclinkfinaidsupport-bounces@lists.ctc.edu">ctclinkfinaidsupport-bounces@lists.ctc.edu</a>>
<b>On Behalf Of </b>Kelsey Denton via ctcLinkfinaidsupport<br>
<b>Sent:</b> Friday, December 13, 2024 11:29 AM<br>
<b>To:</b> <a href="mailto:ctclinkfinaidsupport@lists.ctc.edu">ctclinkfinaidsupport@lists.ctc.edu</a>;
<a href="mailto:dirfinaid@lists.ctc.edu">dirfinaid@lists.ctc.edu</a>; Molly Groyer <<a href="mailto:mgroyer@sbctc.edu">mgroyer@sbctc.edu</a>><br>
<b>Subject:</b> [ctcLinkfinaidsupport] Question Re: NEW R2T4 Query!<o:p></o:p></p>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;color:black">Hello! </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">I am working with our SME who runs the R2T4 process, and they would like to be able to limit the results/outputs of this query to only those accounts who have not been awarded at all. I understand
that the updated query was made precisely <i>to </i>include accounts with awarded aid. However, the change is slowing down the SMEs review process and I'm wondering what this community would recommend in response. Is there a field they can filter to after
running or an alternative query that they can use? Or perhaps there is an optional prompt that could be added to allow them to run it limited to that group? Maybe we are missing something about how results are intended to be used or reviewed? </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><br>
Would love to know how other colleges handle this desire and/or what the best path forward/recommendations are for supporting this SME. </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Thank you!</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Kelsey Denton</span><o:p></o:p></p>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="2" width="98%" align="center">
</div>
<div id="divRplyFwdMsg">
<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black"> ctcLinkfinaidsupport <</span><u><span style="color:blue"><a href="mailto:ctclinkfinaidsupport-bounces@lists.ctc.edu">ctclinkfinaidsupport-bounces@lists.ctc.edu</a></span></u><span style="color:black">>
on behalf of Molly Groyer via ctcLinkfinaidsupport <</span><u><span style="color:blue"><a href="mailto:ctclinkfinaidsupport@lists.ctc.edu">ctclinkfinaidsupport@lists.ctc.edu</a></span></u><span style="color:black">><br>
<b>Sent:</b> Monday, November 18, 2024 10:23 AM<br>
<b>To:</b> </span><u><span style="color:blue"><a href="mailto:ctclinkfinaidsupport@lists.ctc.edu">ctclinkfinaidsupport@lists.ctc.edu</a></span></u><span style="color:black"> <</span><u><span style="color:blue"><a href="mailto:ctclinkfinaidsupport@lists.ctc.edu">ctclinkfinaidsupport@lists.ctc.edu</a></span></u><span style="color:black">>;
</span><u><span style="color:blue"><a href="mailto:dirfinaid@lists.ctc.edu">dirfinaid@lists.ctc.edu</a></span></u><span style="color:black"> <</span><u><span style="color:blue"><a href="mailto:dirfinaid@lists.ctc.edu">dirfinaid@lists.ctc.edu</a></span></u><span style="color:black">><br>
<b>Cc:</b> Ryan Kamper <</span><u><span style="color:blue"><a href="mailto:rkamper@sbctc.edu">rkamper@sbctc.edu</a></span></u><span style="color:black">><br>
<b>Subject:</b> [ctcLinkfinaidsupport] NEW R2T4 Query!</span><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<div style="border:solid #9C6500 1.0pt;padding:2.0pt 2.0pt 2.0pt 2.0pt;margin-bottom:7.5pt">
<p class="wordsection1" style="background:#FFEB9C"><b><span style="font-family:"Arial",sans-serif;color:#D70000">CAUTION:</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> This email originated from outside of Green River
College. Please do not click any links or open attachments unless you know the sender and know the information is safe. Even if you know the sender, if the request or information seems unusual please check with the sender first before clicking a link or opening
the attachment. If you are unsure, contact the IT Help Desk at x6050 or email </span>
<u><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue"><a href="mailto:ithelpdesk@greenriver.edu">ithelpdesk@greenriver.edu</a></span></u><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">.<br>
<br>
Please do not give out or enter your Green River email, network login, password information on non-Green River websites.</span><o:p></o:p></p>
</div>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif">Good morning FA -<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif"> <o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif">We have a new global Post-Withdrawal Disbursement query:
<b>QCS</b>_FA_POST_WITHDRAWN!<br>
<br>
The new query is similar to <b>CTC</b>_FA_POST_WITHDRAWN but with improvement in criteria and additional fields.<br>
<br>
<b>Criteria change:</b> QCS_FA_POST_WITHDRAWN compared to CTC_FA_POST_WITHDRAWN is not eliminating students who 'had' aid for the prompted term. For colleges like SFCC, that award full year of aid up front, eliminating that population of students may result
in missing students eligible for Post-Withdrawal disbursements.<br>
<br>
<b>New fields:</b><br>
- FINA Requirement checklists still in Initiated status? 'Y' or 'N'<br>
- Last Dt of Att - Stdnt Records from STDNT_CAR_TERM<br>
- Withdraw Code, Withdraw Reason, Withdrawal Date<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif">- FA Load, FA Taken Units, Enrollment Intensity & Enrollment Intensity Calculate<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif">- Term<br>
<br>
We also removed the middle name field from the query so we could reduce the amount of data returned & because it wasn’t a necessary field.<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif"> <o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif">CTC_FA_POST_WITHDRAWN query has been archived.<br>
<br>
<b>Please note:</b> In order to ensure we did not miss any students in the available R2T4 queries & to accommodate business processes for 33 colleges, there may be some students that meet the criteria for multiple R2T4 queries.<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif"> <o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif">Thank you,<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif"> <o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif"><img border="0" width="58" height="90" style="width:.6041in;height:.9375in" id="x_Picture_x0020_1" src="cid:image001.png@01DB4F97.8E74B1F0" alt="Title: SBCTC logo - Description: Compass"></span><span style="font-size:14.0pt;font-family:"Franklin Gothic Medium",sans-serif;color:#003764">Molly
Groyer</span><span style="font-family:"Aptos",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Franklin Gothic Medium",sans-serif;color:#003764">Functional Analyst, Campus Solutions (Financial Aid)</span><span style="font-family:"Aptos",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Franklin Gothic Book",sans-serif;color:#003764">Washington State Board for Community and Technical Colleges</span><span style="font-family:"Aptos",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><u><span style="font-family:"Franklin Gothic Medium",sans-serif;color:#467886"><a href="mailto:mgroyer@sbctc.edu"><span style="color:#467886">mgroyer@sbctc.edu</span></a></span></u><span style="font-family:"Franklin Gothic Medium",sans-serif;color:#003764">
</span><span style="font-family:"Franklin Gothic Book",sans-serif;color:#003764">• o:
</span><span style="font-family:"Franklin Gothic Book",sans-serif;color:#1F3864">360-704-1058 •</span><u><span style="font-family:"Franklin Gothic Book",sans-serif;color:#3333FF"><a href="https://www.sbctc.edu/colleges-staff/it-support/default.aspx"><span style="color:#3333FF"> SBCTC.edu/IT
Division</span></a></span></u><span style="font-family:"Aptos",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Aptos",sans-serif"> <o:p></o:p></span></p>
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