[ctcLinkfinaidsupport] UPDATE: WORKFIRST POLICY UPDATE: Change to WorkFirst Book Global Item Types: WorkFirst

Marjorie Facio mfacio at sbctc.edu
Wed Aug 3 18:21:49 PDT 2022


Good evening ctcLink FA Administrators,

Please see the attached updated list of WorkFirst Global Item Type Numbers as of FY23.

Based on a college request to have additional item types that can be used to tightly control whether book item types pay charges or ONLY refund to students, additional global item type numbers have been reserved.

What this means for your college:
If you are planning on making a request to change your existing WorkFirst Global Book Item Types, you may want two separate item types for each student population; one for paying SF charges and a separate one for refund only.

This can assist you in tighter control of ONLY covering the intended charges or getting funds out to students in a timely manner.

You are not required to use two item types per student population, but numbers have been reserved if you want them created.

Please request the additional Refund only versions OR the change to your existing book item types. This will be a local decision.

Below is the snapshot of changes with the new numbers highlighted in yellow.

*Note colleges using crossover item types may want an additional crossover item type created for this same function.


Item Type Numbers Reserved
Announce versus Reserve
Primary/Optional Needed
Category
Proposed Name TBD
Short Desc
Refundable Indicator
Proposed Potential CPL
912000002030
ANNOUNCE
Primary
Books
WorkFirst Books BE
WkFrstBkBE
TBD
FBKSTONL or FBKSTREF
912000002040
ANNOUNCE
Primary
Books
WorkFirst Books LS
WkFrstBkLS
TBD
FBKSTONL or FBKSTREF
912000002050
ANNOUNCE
Primary
Books
WorkFirst Books VE
WkFrstBkVE
TBD
FBKSTONL or FBKSTREF
912000002033
ANNOUNCE
Optional
Books
WorkFirst Books BE Ref
Wk1stBkBERf
Y
FSBREFND
912000002043
ANNOUNCE
Optional
Books
WorkFirst Books LS Ref
Wk1stBkLSRf
Y
FSBREFND
912000002053
ANNOUNCE
Optional
Books
WorkFirst Books VE Ref
Wk1stBkVERf
Y
FSBREFND
912000002034
RESERVE
Crossover
Books
WorkFirst Books BE Rf 2nd
W1stBkBERf2
Y
FSBREFND
912000002044
RESERVE
Crossover
Books
WorkFirst Books LS Rf 2nd
W1stBkLSRf2
Y
FSBREFND
912000002054
RESERVE
Crossover
Books
WorkFirst Books VE Rf 2nd
W1stBkVERf2
Y
FSBREFND
912000002031
RESERVE
Crossover
Books
WorkFirst Books BE 2nd
WkFBookBE2
N
FBKSTONL
912000002032
RESERVE
Summer Prior Year Placeholder
Books
WorkFirst Books BE SmrPY
WkFBkBESPY
N
Placeholder
912000002041
RESERVE
Crossover
Books
WorkFirst Books LS 2nd
WkFBookLS2
N
FBKSTONL
912000002042
RESERVE
Summer Prior Year Placeholder
Books
WorkFirst Books LS SmrPY
WkFBkLSSPY
N
Placeholder
912000002051
RESERVE
Crossover
Books
WorkFirst Books VE 2nd
WkFBookVE2
N
FBKSTONL
912000002052
RESERVE
Summer Prior Year Placeholder
Books
WorkFirst Books VE SmrPY
WkFBkVESPY
N
Placeholder


Please let us know if you have any questions.

Thank you!

Marjorie



[Compass]Marjorie Facio
Functional Analyst, Campus Solutions (Financial Aid)
Washington State Board for Community and Technical Colleges
1300 Quince Street SE
Olympia, WA 98504-2495
mfacio at sbctc.edu<mailto:mfacio at sbctc.edu> ∙ o: 360-704-1836
sbctc.edu<https://www.sbctc.edu/> ∙ Twitter: @SBCTCWashington<https://twitter.com/SBCTCWashington> ∙ Facebook: @WASBCTC<https://www.facebook.com/wasbctc/>




From: Marjorie Facio <mfacio at sbctc.edu>
Sent: Thursday, July 28, 2022 6:28 PM
To: ctclinkfinaidsupport at lists.ctc.edu
Cc: Deana Rader <drader at sbctc.edu>; Jennifer Dellinger <jdellinger at sbctc.edu>; SFSupport <SFSupport at sbctc.edu>; FASupport <FASupport at sbctc.edu>
Subject: RE:WORKFIRST POLICY UPDATE: Change to WorkFirst Book Global Item Types: WorkFirst

Good evening ctcLink FA Administrators,

Per the changes recently announced by WorkFirst Policy, we are ready to receive your requests for changes to your Global Item Types for WorkFirst.

The following item types may be impacted by this policy change:

912000002030    WorkFirst Books BE
912000002040    WorkFirst Books LS
912000002050    WorkFirst Books VE
912000002031    WorkFirst Books BE 2nd (for colleges using crossover item types)
912000002041    WorkFirst Books LS 2nd (for colleges using crossover item types)
912000002051    WorkFirst Books VE 2nd (for colleges using crossover item types)


If you plan to reimburse or supply your WorkFirst Students with these book cost funds, please submit an item type request ticket for your WorkFirst Books item types to pay bookstore charges and refund.

Your college may not yet have a Charge Priority List of FBKRFUND, but our SF Support Team can get one created for you.


REMINDER:
Attached please find a list of all global WorkFirst Item Types.

Please note, as of FY22, you should be transitioning to using the global item type numbers for this program. This list includes OPTIONAL "Crossover" item types that not all colleges are using.

Student Support Funds:
There are also additional student support funds that allow you to with pay off and/or reimburse students for charges incurred.

If you would like your Student Support funds to be reimbursed to students, you may need a new charge priority list that pays off Miscellaneous Fees and also Refunds to students.

This is a gentle reminder to submit that request.

Not all colleges apply charges and reimburse students in the same way, so this is local decision.


How to Submit a Request for Changes:
To request global item types created for WorkFirst Books or update GITs for your college, please open a ticket under the following. SolarWinds request type: ctcLink Support ∙ Campus Solutions ∙ SF FA ∙ Item Types.

You may use a spreadsheet to request multiple item type changes. Please include the necessary signatures on the item type form and add a note "See attached spreadsheet."

Thank you,

Marjorie


[Compass]Marjorie Facio
Functional Analyst, Campus Solutions (Financial Aid)
Washington State Board for Community and Technical Colleges
1300 Quince Street SE
Olympia, WA 98504-2495
mfacio at sbctc.edu<mailto:mfacio at sbctc.edu> ∙ o: 360-704-1836
sbctc.edu<https://www.sbctc.edu/> ∙ Twitter: @SBCTCWashington<https://twitter.com/SBCTCWashington> ∙ Facebook: @WASBCTC<https://www.facebook.com/wasbctc/>





From: WorkFirst <notifications at instructure.com<mailto:notifications at instructure.com>>
Sent: Wednesday, July 27, 2022 1:34 PM
To: Deana Rader <drader at sbctc.edu<mailto:drader at sbctc.edu>>
Subject: WORKFIRST POLICY UPDATE: Change to WorkFirst Book Global Item Types: WorkFirst

You created this Announcement:

WORKFIRST POLICY UPDATE: Change to WorkFirst Book Global Item Types

Recently, Student Support Programs worked closely with Campus Solutions - Support/Financial Aid staff to review policies for awarding and disbursing funds for WorkFirst Books.

This Canvas announcement serves as an update to the WorkFirst Books policy. You can find policy guidance and WorkFirst global item types (GITs) in the FY23 WorkFirst Delivery Agreement<https://sbctc.instructure.com/groups/471835/files/201235170?wrap=1> program grant guidelines under Support Services Awarding Financial Aid.

Current Policy:

The WFDA Fiscal Guidelines <https://sbctc.instructure.com/groups/471835/files/201235233?wrap=1> policy states "Grant funds may not be given directly to a student". Currently, WorkFirst BE, LS, and VE Books global item types are set as non-refundable with the refund indicator of "N".

New Policy:

To give colleges the flexibility to best support their WorkFirst students - effective the date of this announcement, colleges may award WorkFirst BE, LS and VE Books as disbursable to the student or continue to pay the bookstore charges directly. Grant funds used for Tuition and Fees may NOT be given directly to a student.

How to Request or Update GITs:

To request global item types created for WorkFirst Books or update GITs for your college, please open a ticket under the following. SolarWinds request type: ctcLink Support ∙ Campus Solutions ∙ Student Financials ∙ Item Types.

We hope this update to the WorkFirst Book GITs policy will create less barriers for students as well as colleges. We appreciate all your hard work to effectively engage with and serve WorkFirst students.

Best,

Deana A. Rader

Program Administrator, WorkFirst-Student Supports, Student Services

Washington State Board for Community and Technical Colleges

drader at sbctc.edu<mailto:drader at sbctc.edu> ∙ o: 360-704-1837 ∙ f:360-704-4418

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