[ctcLinkfinaidsupport] Fin Aid Training: Pell Reconciliation Refresher

Kelly Forsberg kforsberg at sbctc.edu
Tue Jan 17 11:14:46 PST 2023


This calendar invite is for a Financial Aid Training on a Pell Reconciliation Refresher held on Tuesday November 14th, 2023, from 9AM - 11:00AM.  This Fin Aid Training Session is a review on reconciling Pell in ctcLink.

Objectives:


  *   Understand the steps to run the Pell Reconciliation report
     *   Import Pell Recon Report
     *   Review Discrepancy Report A
     *   Review Discrepancy Report B
  *   Understand the steps to process the Pell Statement of Accounts File (PGAS)
     *   Upload/Download File Process
     *   Import PGAS File
     *   Review Pell Statement of Account
     *   Print Pell Statement of Account

  *   Understand the steps to process the Pell School Account Statement (SAS) Files (PGSM)
     *   Upload/Download Files Process
     *   Import SAS Files
     *   Review Pell SAS Summary
     *   Generate Pell SAS Report
Audience:  Staff responsible for reconciliation of Pell/SEOG
Action Required:  Prior to the session, please ensure the following files are appearing in your SAIG mailbox:

pgrc file (pgrc23op.dat message class)
pgas (pgas23op.dat message class)
pgsm (pgsm23op.dat message class)

ctcLink works with fixed-length file formatting for this process, and you will not see these files in your SAIG mailbox/EdConnect unless you contact COD Customer Service/or request the file from COD to be received going forward. Each month, you will be loading the Pell recon files into ctcLink to create a custom-SBCTC report, and other reports for SAS detail that you will use to reconcile Pell awards against COD.

When you first receive the files in your SAIG mailbox/EdConnect, you may receive the pgyr file, which is a year-to-date version of the pgrc file.  Thereafter, every first Saturday of the month, you will receive the pgrc file in your SAIG mailbox.
This session will be recorded.  The presentation slide deck will be attached to this invite prior to the session delivery.
SBCTC is committed to providing equal access for individuals with disabilities to its programs and events in accordance with the ADA and 504 of the Rehabilitation Act. Please submit your accommodation request as soon as possible to Kelly Forsberg (kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu>).

Thank you,

[Compass]Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
o: 360-704-1066
kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu>

Kelly Forsberg (SBCTC) is inviting you to a scheduled Webex meeting.



Occurs Tuesday, November 14th, 2023 at 9:00 AM to 11:00 AM, (UTC-08:00) Pacific Time (US & Canada)
9:00 AM  |  (UTC-08:00) Pacific Time (US & Canada)  |  2 hrs



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