[ctcLinkfinaidsupport] New query for WCG and Follow-up on Elimination of 125% Max Timeframe for State Aid

Zhuk, Zoya Zoya.Zhuk at scc.spokane.edu
Thu Sep 17 09:55:42 PDT 2020


What about Concurrently enrolled students ?  I am not sure if you can pull that into the query as well ?

Zoya Zhuk
SCC - Financial Aid

From: Deborah Englehardt <denglehardt at sbctc.edu>
Sent: Thursday, September 17, 2020 9:25 AM
To: Zhuk, Zoya <Zoya.Zhuk at scc.spokane.edu>; Matison, Kim <kmatison at tacomacc.edu>; lsaucedo at tacomacc.edu; Zibell, Tammy <Tammy.Zibell at scc.spokane.edu>; Reineke, Ronda <Ronda.Reineke at scc.spokane.edu>; Walker, Melissa <Melissa.Walker at scc.spokane.edu>; Chitpasong (Chippi) <CBello at clark.edu>; Jacky, Kate <kjacky at clark.edu>; Sanchez, Karina <ksanchez at clark.edu>; Geier, Marisa <mgeier at lcc.ctc.edu>; Harris, Jessica <jlharris at lcc.ctc.edu>; Isbell, Brian <risbell at lcc.ctc.edu>; htownsend at olympic.edu; Marshall, Anita <amarshall at olympic.edu>; cmason at olympic.edu; Barbara Cloutier <BCloutier at pencol.edu>; Terry Smith <TSmith at pencol.edu>; Trinity Huttner <THuttner at pierce.ctc.edu>; Holliday, Deann <dholliday at cascadia.edu>; Lee, Danielle <Danielle.Lee at sfcc.spokane.edu>; Bailey, Alexandra <Alexandra.Bailey at sfcc.spokane.edu>; Johns, Ashley <Ashley.Johns at sfcc.spokane.edu>; ctclinkfinaidsupport at lists.ctc.edu; Dixon, Debra <Debra.Dixon at scc.spokane.edu>
Cc: FASupport <FASupport at sbctc.edu>
Subject: Re: New query for WCG and Follow-up on Elimination of 125% Max Timeframe for State Aid

Good morning Zoya,

Yes, I can add those two fields. Before I make any  changes, I will wait to see if there are any more suggestions.

Thank you,
Debbie

________________________________
From: Zhuk, Zoya <Zoya.Zhuk at scc.spokane.edu<mailto:Zoya.Zhuk at scc.spokane.edu>>
Sent: Thursday, September 17, 2020 9:13 AM
To: Deborah Englehardt <denglehardt at sbctc.edu<mailto:denglehardt at sbctc.edu>>; Matison, Kim <kmatison at tacomacc.edu<mailto:kmatison at tacomacc.edu>>; lsaucedo at tacomacc.edu<mailto:lsaucedo at tacomacc.edu> <lsaucedo at tacomacc.edu<mailto:lsaucedo at tacomacc.edu>>; Zibell, Tammy <Tammy.Zibell at scc.spokane.edu<mailto:Tammy.Zibell at scc.spokane.edu>>; Reineke, Ronda <Ronda.Reineke at scc.spokane.edu<mailto:Ronda.Reineke at scc.spokane.edu>>; Walker, Melissa <Melissa.Walker at scc.spokane.edu<mailto:Melissa.Walker at scc.spokane.edu>>; Chitpasong (Chippi) <CBello at clark.edu<mailto:CBello at clark.edu>>; Jacky, Kate <kjacky at clark.edu<mailto:kjacky at clark.edu>>; Sanchez, Karina <ksanchez at clark.edu<mailto:ksanchez at clark.edu>>; Geier, Marisa <mgeier at lcc.ctc.edu<mailto:mgeier at lcc.ctc.edu>>; Harris, Jessica <jlharris at lcc.ctc.edu<mailto:jlharris at lcc.ctc.edu>>; Isbell, Brian <risbell at lcc.ctc.edu<mailto:risbell at lcc.ctc.edu>>; htownsend at olympic.edu<mailto:htownsend at olympic.edu> <htownsend at olympic.edu<mailto:htownsend at olympic.edu>>; Marshall, Anita <amarshall at olympic.edu<mailto:amarshall at olympic.edu>>; cmason at olympic.edu<mailto:cmason at olympic.edu> <cmason at olympic.edu<mailto:cmason at olympic.edu>>; Barbara Cloutier <BCloutier at pencol.edu<mailto:BCloutier at pencol.edu>>; Terry Smith <TSmith at pencol.edu<mailto:TSmith at pencol.edu>>; Trinity Huttner <THuttner at pierce.ctc.edu<mailto:THuttner at pierce.ctc.edu>>; Holliday, Deann <dholliday at cascadia.edu<mailto:dholliday at cascadia.edu>>; Lee, Danielle <Danielle.Lee at sfcc.spokane.edu<mailto:Danielle.Lee at sfcc.spokane.edu>>; Bailey, Alexandra <Alexandra.Bailey at sfcc.spokane.edu<mailto:Alexandra.Bailey at sfcc.spokane.edu>>; Johns, Ashley <Ashley.Johns at sfcc.spokane.edu<mailto:Ashley.Johns at sfcc.spokane.edu>>; ctclinkfinaidsupport at lists.ctc.edu<mailto:ctclinkfinaidsupport at lists.ctc.edu> <ctclinkfinaidsupport at lists.ctc.edu<mailto:ctclinkfinaidsupport at lists.ctc.edu>>; Dixon, Debra <Debra.Dixon at scc.spokane.edu<mailto:Debra.Dixon at scc.spokane.edu>>
Cc: FASupport <FASupport at sbctc.edu<mailto:FASupport at sbctc.edu>>
Subject: RE: New query for WCG and Follow-up on Elimination of 125% Max Timeframe for State Aid


Deborah,

Can I please suggest adding 2 more fields/columns to the query- see highlighted below.  DISB amount to pull from FA DISB; Enrolled Units to come from the Records side ( not FA Term). It will really help schools to first focus on the students that are already disbursed & enrolled. I just ran a query for WA171 and we have 170 students to check. We already ran DISB and refunds will run tomorrow, but a lot of these students are not even registered, so we really don't need to be checking them right this moment.



I had to run a couple of different queries to compare and only  pull students that are DISB & Enrolled, but if you can add those fields, we won't waste time doing extra work we don't need.



[cid:image001.png at 01D68CD8.B3A99BB0]





Thank you!



Zoya Zhuk

SCC - Financial Aid



From: Deborah Englehardt <denglehardt at sbctc.edu<mailto:denglehardt at sbctc.edu>>
Sent: Wednesday, September 16, 2020 3:38 PM
To: Matison, Kim <kmatison at tacomacc.edu<mailto:kmatison at tacomacc.edu>>; lsaucedo at tacomacc.edu<mailto:lsaucedo at tacomacc.edu>; Zibell, Tammy <Tammy.Zibell at scc.spokane.edu<mailto:Tammy.Zibell at scc.spokane.edu>>; Reineke, Ronda <Ronda.Reineke at scc.spokane.edu<mailto:Ronda.Reineke at scc.spokane.edu>>; Zhuk, Zoya <Zoya.Zhuk at scc.spokane.edu<mailto:Zoya.Zhuk at scc.spokane.edu>>; Walker, Melissa <Melissa.Walker at scc.spokane.edu<mailto:Melissa.Walker at scc.spokane.edu>>; Chitpasong (Chippi) <CBello at clark.edu<mailto:CBello at clark.edu>>; Jacky, Kate <kjacky at clark.edu<mailto:kjacky at clark.edu>>; Sanchez, Karina <ksanchez at clark.edu<mailto:ksanchez at clark.edu>>; Geier, Marisa <mgeier at lcc.ctc.edu<mailto:mgeier at lcc.ctc.edu>>; Harris, Jessica <jlharris at lcc.ctc.edu<mailto:jlharris at lcc.ctc.edu>>; Isbell, Brian <risbell at lcc.ctc.edu<mailto:risbell at lcc.ctc.edu>>; htownsend at olympic.edu<mailto:htownsend at olympic.edu>; Marshall, Anita <amarshall at olympic.edu<mailto:amarshall at olympic.edu>>; cmason at olympic.edu<mailto:cmason at olympic.edu>; Barbara Cloutier <BCloutier at pencol.edu<mailto:BCloutier at pencol.edu>>; Terry Smith <TSmith at pencol.edu<mailto:TSmith at pencol.edu>>; Trinity Huttner <THuttner at pierce.ctc.edu<mailto:THuttner at pierce.ctc.edu>>; Holliday, Deann <dholliday at cascadia.edu<mailto:dholliday at cascadia.edu>>; Lee, Danielle <Danielle.Lee at sfcc.spokane.edu<mailto:Danielle.Lee at sfcc.spokane.edu>>; Bailey, Alexandra <Alexandra.Bailey at sfcc.spokane.edu<mailto:Alexandra.Bailey at sfcc.spokane.edu>>; Johns, Ashley <Ashley.Johns at sfcc.spokane.edu<mailto:Ashley.Johns at sfcc.spokane.edu>>; ctclinkfinaidsupport at lists.ctc.edu<mailto:ctclinkfinaidsupport at lists.ctc.edu>
Cc: FASupport <FASupport at sbctc.edu<mailto:FASupport at sbctc.edu>>
Subject: New query for WCG and Follow-up on Elimination of 125% Max Timeframe for State Aid



Good afternoon!



First off, I wanted to let you know that there is a new query in production to find students whose WCG award amount is greater than their Tuition & Fees.



QCS_FA_AWARD_EXCEEDS_TUITFEES

Prompts by institution, aid year, term, and item type.

Finds students whose have the selected item type and their award amount exceeds total tuition & fees for the prompted quarter.

Note: Query is set up to only calculate ACCOUNT_TYPE_SF labeled 'TUT' or 'FEE'



Secondly, attached are the presentations that were given last Tuesday about the Elimination of 125% State Aid Maximum Timeframe. Below is the link to the recording as well as the link to the QRG



Recording

https://sbctc.webex.com/recordingservice/sites/sbctc/recording/play/ab376e2589d74f55bf78d600af649753<https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsbctc.webex.com%2Frecordingservice%2Fsites%2Fsbctc%2Frecording%2Fplay%2Fab376e2589d74f55bf78d600af649753&data=02%7C01%7CZoya.Zhuk%40scc.spokane.edu%7Cea36caddef3b4b17cc2508d85b264620%7C4dedfefa6bd04442a06c98aed0b4b8da%7C1%7C0%7C637359567249303602&sdata=ujy7Hwn535pb1W%2FviOnJR9m76DgNVJTpjrr2HyHyvCg%3D&reserved=0>

QRG

http://ctclinkreferencecenter.ctclink.us/m/92428/l/1289943-9-2-state-aid-leu-override-process-for-students-with-sap-status-of-maxt-max-time-frame?token=XHsvv-v-boAKKwVDjPI8DG7SY1BES4aB<https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fctclinkreferencecenter.ctclink.us%2Fm%2F92428%2Fl%2F1289943-9-2-state-aid-leu-override-process-for-students-with-sap-status-of-maxt-max-time-frame%3Ftoken%3DXHsvv-v-boAKKwVDjPI8DG7SY1BES4aB&data=02%7C01%7CZoya.Zhuk%40scc.spokane.edu%7Cea36caddef3b4b17cc2508d85b264620%7C4dedfefa6bd04442a06c98aed0b4b8da%7C1%7C0%7C637359567249313586&sdata=JnQTEoBn%2FZhSp5C5oo3N5PBMIDyDSmrUncT67nvIAj0%3D&reserved=0>



Some institutions track Federal Maximum Timeframe outside of the system. Those institutions will not need to use the process because they will not have students in MAXT status and so their aid will disburse with no issue.



Finally, I would like to follow-up on items that were mentioned on Tuesday



1) QCS_FA_SAP_MAXT_STATE_AID_ELIG has been updated so the report will only list students who have an Accepted Amount not equal to Disbursed Amount. Previously, the report had the criteria of Accepted Amount greater than zero which resulted in students remaining on the list even though their aid had already disbursed.



2) Since the SAP Severity level is different for all colleges, it is important to review the SAP screen to determine whether the MAXT should be overriden. Below is an example of when you would not want to override SAP. The student's SAP status is ultimately MAXT but they are also Not Meets for other reasons.

[cid:image002.png at 01D68CD8.B3A99BB0]



3) There was mention about a need for a CBS LEU checklist. We weren't sure how many colleges were interested in another checklist to manage so we have not moved forward with creating a process at this time.



Thank you,



[Compass]Deborah Englehardt

Functional Analyst, Campus Solutions (Financial Aid)

Washington State Board for Community and Technical Colleges

1300 Quince Street SE

Olympia, WA 98504-2495

denglehardt at sbctc.edu<mailto:denglehardt at sbctc.edu> * O: 360-704-3979

sbctc.edu<https://www.sbctc.edu/> * Twitter: @SBCTCWashington<https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2FSBCTCWashington&data=02%7C01%7CZoya.Zhuk%40scc.spokane.edu%7Cea36caddef3b4b17cc2508d85b264620%7C4dedfefa6bd04442a06c98aed0b4b8da%7C1%7C0%7C637359567249313586&sdata=rkogQIGVCLCL2R95K3I1uHek%2B1Hd9Nm4%2B3jdNRlb4bw%3D&reserved=0> * Facebook: @WASBCTC<https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fwasbctc%2F&data=02%7C01%7CZoya.Zhuk%40scc.spokane.edu%7Cea36caddef3b4b17cc2508d85b264620%7C4dedfefa6bd04442a06c98aed0b4b8da%7C1%7C0%7C637359567249323583&sdata=X%2BQe6rqHVPh3h4tNs3RQnjWi4zMfjKJybxl0pISQuQg%3D&reserved=0>


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