[ctcLinkfinaidsupport] [SPAM] FA Weeklyish Bulletin 10/04/2024
Kelly Forsberg
kforsberg at sbctc.edu
Fri Oct 4 16:16:17 PDT 2024
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A Financial Aid Focus
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Reminders . . .
* Financial Aid Pell MRR .pdf Files – A reminder The SSN field no longer displays on the Pell MRR pdf report. You can review individual MRR records and the necessary identifiers through Financial Aid > Pell Payment > Multiple Reporting > Review MRR >> Pell Multiple Report tab You can Search by EC Transaction ID: PGMR25OP. You can limit your search if you have the Pell Batch ID or you can leave it blank and search wide open, then find your most recent batch.
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* Financial Aid History Files & More – A reminder to staff responsible for managing NSLDS Transfer Student Monitoring (TSM) Alerts, Pell Over Payments (POPs), and Pell Multiple Report Records (MRR): Please remember to also request and load Financial Aid History files! If you are requesting and processing NSLDS Transfer Monitoring (TRALRTOP), the Financial Aid History Files (FAHEXTOP) and the Pell MRR (PGMR) files, working these files keeps your Pell reconciliation more up to date and much, much cleaner. If you are not loading and working these required files and reports, you will see an influx of CRND (COD Response Negative Disbursement) files in your EdConnect queue. The CRND files contain the disbursement(s) COD has automatically reduced or cancelled if you are not working rejects, NSLDS TSM Alerts, POPs and MRRs in a timely manner. Not working the required TSM Alerts, POPs and MRRs in a timely manner may result in inaccurate awards and disbursements, as well as complicates reading the Manage Pell Payment page.
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Financial Aid Learning Opportunities
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Calendar invites with web ex log in information already sent out to the ctcLinkfinaidsupport list serv.
Session: Advanced Fin Aid Training: Reviewing the View COD Data page
When: Tuesday, 10/08/2024, 9:00AM – 10:30AM
Audience: Financial Aid staff responsible for Federal Financial Aid processing and troubleshooting
Presenters: Kelly Forsberg, FA Functional Trainer
Objectives:
* Understand how to do in-depth reading and interpreting the values on the View COD Data page
* Understand how to search for Entrance Counseling and MPN info by SSN
* Understand how to troubleshoot Direct Loan errors using the View COD Data page
* Understand where the link to the Doc ID lives on the Manage Pell Payment page and how that can be found/used in View COD Data
* Understand how to read the Doc ID on a raw CRAA and CRDL file
Session: Advanced Fin Aid Training: Pell & Loan Message Log Review
When: Tuesday, 11/05/2024, 9:00AM – 10:00AM
Audience: Financial Aid staff responsible for Pell & Direct Loan processing and troubleshooting
Presenters: Kelly Forsberg, FA Functional Trainer
Objectives:
* Understand how to download the Message Log detail
* Understand how to search in the Message Log detail
* Understand how to determine what needs further review in the MDLA and Manage Pell Payment pages
Session: Intermediate Fin Aid Training: Multiple Record Report (MRR) Process Refresher
When: Tuesday, 11/19/2024, 9:00AM – 10:30AM
Audience: New Financial Aid Staff (and current staff needing a refresher) who are responsible for managing Pell payment
Presenters: Kelly Forsberg, FA Functional Trainer
Objectives:
* Understand and work the steps in the Pell MRR Process
* Upload/Download Files
* Import Federal Data Files
* Import Pell Phase-In Data
* Run Pell MRR Batch Report
Action Required: Prior to the session, please ensure you are receiving the PGMR message class file in your SAIG mailbox (EdConnect). You may have to contact COD to request this file type if you do not already see this file in your inbox. You should be getting these files in your SAIG mailbox as POP (Pell Over-Payment) students are identified in your Pell Processing.
Didn’t receive the calendar invite and you want to be included on these email updates/calendar invites? Subscribe to the ctcLinkfinaidsupport list serv<https://lists.ctc.edu/mailman/listinfo/ctclinkfinaidsupport_lists.ctc.edu>.
Also, as a reminder, you can go to the SBCTC Calendar<https://www.sbctc.edu/calendar> (filter by Calendar ctcLink Learning Opportunities > Financial Aid) to get the information and block out your own calendar for this time.
Calendar invites forthcoming:
SAVE THE DATE! FA Work Session: 2025/2026 Aid Year Rollover Prep
When: Thursday, 10/24/2024, 1:00PM – 3:00PM
Audience: Financial Aid staff responsible for setting up and maintaining Aid Year Rollover tables
Presenters: FA Support
Join us for the Aid Year Rollover Prep session for the 2025/2026 AY. Details forthcoming.
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Team Updates
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FA Support Team
* The FA Support Team is currently planning out Aid Year Rollover dates for colleges to “Roll” into 25/26! Stay tuned on this list serv in the coming weeks for further information.
Training Team
* Updates to Canvas Training courses and QRGs are ongoing and will be worked up to include screen updates from the 24/25 FAFSA Simplification. Announcements will be made in Canvas when as the courses are completed. This work is expected through December. Updates to Business Processing Guides will be made as time and resources allows.
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Just ‘Cuz
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Dare you dress up for Halloween this year? MU-AH-AH-AHHHH! Already planned out your look months in advance? EEEE-HEE-HEE-HEE! Or do you wait until the last minute to throw something together? WOOOOOOOOO!
Welp, of course there’s a buzzfeed quiz for what Halloween costume you should wear:
What Should Your Halloween Costume Be? Personality Quiz (buzzfeed.com)<https://www.buzzfeed.com/angelicaamartinez/halloween-costume-personality-quiz-ideas>
I’ll just be over here, haunting hotels . . . 👻
TGIF,
FA Support & Training
[Title: SBCTC logo - Description: Compass]
Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu> • o: 360-704-1066
sbctc.edu<https://www.sbctc.edu/> • Twitter: @SBCTCWashington<https://twitter.com/SBCTCWashington> • Facebook: @WASBCTC<https://www.facebook.com/wasbctc/>
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