[ctcLinkfinaidsupport] [SPAM] FA Weeklyish Bulletin 09/06/2024

Kelly Forsberg kforsberg at sbctc.edu
Fri Sep 6 15:34:41 PDT 2024 

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A Financial Aid Focus
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  *   A Reminder about Self-Service options & Award Letter Codes – The rule to update the Award Letter Code in the Self-Service Options screen never used to function, but now it does!  This is your reminder to please update your Odd-Year Award Letter Code in your Self-Service Awarding tab.  Going forward for 25/26, we will remind you to update it from Odd-Year to Even-Year as part of Aid Year Rollover.
Nav:  Set Up SACR > Common Definitions > Self Service > Financial Aid > Self Service Options > Awarding Tab
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  *   A FWS Reporting & FISAP Reminder – In order for the FISAP processes and the queries in the FWS Calendar Earnings to COD Guide<https://ctclinkreferencecenter.ctclink.us/m/92435/l/1740844-reporting-federal-work-study-fws-calendar-earnings-to-cod> to work accurately, work study awards need to be reconciled.  The External Award Process outlined in the FISAP Guide<https://ctclinkreferencecenter.ctclink.us/m/92436/l/798224-fisap-processing-business-process-guide> is used to post students’ actual work study earnings as “Disbursed” on the student award page.

Also, in Case You Missed It . . .


  *   From Stephanie’s 9/6/2024 email – In May, when the CBS Eligibility Checker layout was implemented in ctcLink, the new status of 2-Year/ Transfer for OK to Award and OK to Pay was not included in the CBS equation engine criteria.  In the past, CBS equations have looked for OK to Award and OK to Pay=Y. The CBS equations have been updated in PRD.


     *   The CBS and WA Bridge packaging equations have now been updated to include:
CBS should package in a status of Offered when:

  *   MFI is less than or equal to 65%
  *   Ok to Pay= No or Verify
  *   Ok to Award=Yes or 2-Year/Transfer

CBS should package in a status of Accepted when:

        *   MFI is less than or equal to 65%
        *   Ok to Pay= Yes or 2-Year/Transfer

WBG should package when:

  *   MFI is less than or equal to 65%
  *   Ineligible for CBS:
     *   Student does not have a CBS Eligibility page OR
     *   CBS Eligibility page exists but Ok to Pay and Okay to Award= No or Verify

To identify students who may have been missed in awarding, please run the CTC_FA_CBS_ALL_RECORDS query to identify students with a status of 2-Year/ Transfer.



  *   From Stephanie’s 09/06/2024 email - The 2024-2025 WCG Interim Report is now available in Production!

Updates for 2024-2025 include:

  *   Family Size, Number in College and Family Income columns report blank values.
  *   Enrollment Status will display the number of credits the student is enrolled in. This value is pulled from FA Units Taken in FA Term.
  *   CBS Award Amount now includes Offered CBS awards.
  *   WCG Award Amount will include students awarded the WCG Connect item type if the student has an ISIR/WASFA. In cases when a student does not have an ISIR/WASFA on file, we are still working on an alternate solution.
  *   For 2023-2024 reporting, logic was added to blank out CBS (to not report $0) when a student did not exist with CTC_OK_TO_PAY=Y on the CBS Eligibility page. This was an over correction to the logic and has been removed for 2024-2025.

Note: Updates to the ctcLink WCG Interim Reporting Business Process Guide<https://ctclinkreferencecenter.ctclink.us/m/92436/l/848386-wcg-interim-reporting-business-process-guide> are in progress. The processing guide on the Reference Center remains applicable to generating the report and troubleshooting.



________________________________
Financial Aid Learning Opportunities
________________________________

Calendar invites with web ex log in information already sent out to the ctcLinkfinaid list serv.

Session:  Loan Processing Refresher
When:  Tuesday, 09/10/2024, 9:00AM – 11:00AM
Audience:  New Financial Aid staff (and current staff needing a refresher) who are responsible for Loan Processing
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand the Loan Origination (Batch and Single Student) Process
  *   Understand the Loan Origination Outbound and Inbound Process
  *   Understand the Loan Disbursement Outbound and Inbound Process
  *   How to Query for Missing COD Files
  *   How to Award and Originate a PLUS Loan
  *   How to Award and Process a Private/ALT Loan

New Session:  FLF Process w/ the New Enrollment Intensity Queries
When:  Tuesday, 09/17/2024, 9:00AM – 10:30AM
Audience:  Financial Aid staff responsible for authorizing and disbursing Financial Aid
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand the steps in the FLF Process using the new Enrollment Intensity Queries

New Session:  Census Refresher
When:  Tuesday, 10/01/2024, 9:00AM – 10:30AM
Audience:  New Financial Aid Staff (and current staff needing a refresher ) who are responsible for processing Census in ctcLink
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand the steps on the Census Process
     *   Update the Run Equation with AY and term
     *   Update the AY and terms on the Build FA Term page Run Controls for Census
     *   Update the AY and terms on the Census Run Equation
     *   Understand how to update the Census JobSet
     *   Understand which Census Queries are available
        *   CTC_FA_LOAD_COMP_BETWEEN_DATE
        *   QCS_FA_CENSUS_DATE_LIST
           *   The following item types were also added to query criteria: 912000000105(WCG Connect), 920000000010 (Passport) and 920000000020 (Passport Incentive)
        *   QCS_FA_LOAD_DECREASE_B4_CENSUS
           *   The following item types were also added to query criteria: 911000000030 (Iraq Afghanistan Service Grant), 912000000105 (WCG Connect) ,912000000160 (National Guard Grant), 912000000250 (WA Bridge), 913000000100 (Need Based Tuition Grant)

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 Direct Loan 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

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>.


________________________________
Team Updates
________________________________

FA Support Team

  *   The FA Support Team is currently planning out Aid Year Rollover dates with a Aid Year Rollover Prep Session to be announced for October.  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.
  *   Trainings for the remainder of the 2024 calendar year have been planned out and invites sent out.  Did you not receive an invite?  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.


________________________________
Just ‘Cuz
________________________________

Work stress?  I haz it.  We all do.  Here’s some common stress signals and tips on how to manage it:


  *   👀 Become aware of it
     *   Signs of stress:
        *   Headache (hello, Tylenol)
        *   Insomnia (can’t. put. phone. down)
        *   Change in appetite (pass the entire bowl of peanut M&Ms please)
        *   Digestive issues (hmm how did that happen, peanut M&Ms, I thought we were friends)
        *   Rapid heart rate (every time the phone rings)
        *   Sweating (well, it’s hot out)
        *   Etc. the list goes on . . .
  *   ✍️ Write down your stressors, connect with them, get to know them, befriend them, even:
     *   As you write, ask yourself,
        *   How did this make me feel?  (I feel so <insert emotion here> i.e., let down, when x, y, z happened . . .)
           *   Try not to go into the story or thought/logic of it, but just acknowledge your feeling
        *   What was my reaction to that feeling?  (My stomach sank at the weight of all those M&Ms and the feeling of being let down)
        *   What are some ways to resolve it? (Get to understand yourself-- why you felt that feeling-- normalize it and neutralize it)

These are just some of the ways we can mitigate work stress.  Journaling our feels when we are at work, it just takes a few minutes, and it helps us become more aware of what our bodies are trying to tell us.

Source:  14 Tips to Manage Work Stress and Avoid Burnout (healthline.com)<https://www.healthline.com/health/work-stress#tips>

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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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