[ctcLinkfinaidsupport] Action Item - Turning Off PS SAI Calc for 2024-2025 Aid Year

[Deborah Englehardt]

Good afternoon, FA!



We have updated info on 2024-2025 aid year setup for ISIR Processing!



History

Institutions nationwide have been struggling with Oracle's SAI calculation being off in several cases.

When we went live with 2024-2025 in June, we went with the normal setup of PS calculating its own SAI value as we've always had when it was EFC Calc so colleges can correct ISIRs in PS.

However, with Dept of Ed announcing at the end of July that institutional batch corrections (in other words, sending corrections to FPS instead of making the correction directly in FPS) will not be available for 2024-2025 aid year<https://fsapartners.ed.gov/knowledge-center/library/electronic-announcements/2024-07-30/update-batch-corrections-institutions-electronic-data-exchange-flexibilities-and-additional-support-2024-25-fafsa-cycle>, there is no reason for PS to calculate an SAI.



Oracle also has released the following statement

For 2024-2025 processing - given the decision by the Department of Education to not implement batch ISIR corrections for 2024-2025, and the ongoing challenges with keeping the Federal Need Analysis Calculator (FM NAC) up-to-date with all of the required changes for 2024-2025 - it's recommended to leave the 'Store SAI Calc' parameter OFF and also use the Global Options setup workaround referenced in step 2, to prevent the SAI calculation from happening in any instances. For 2024-2025, schools should be able to use the SAI populated on the official ISIR record in all cases, and there should not be a need to ever insert an unofficial row to make the corrections, since all corrections will need to be made within the partner portal, resulting in the new official SAI being returned to the school on a new ISIR transaction.



Required Setup Change

At your earliest convenience, please update the following two ISIR processing pages to prevent PS from calculating an SAI



ISIR Processing Setup Page 1

Navigation:  Set Up SACR > Product Related > Financial Aid > File Management > ISIR Data Load Parameters



Go into your 2025 aid year, add an effective dated row of today then uncheck Store SAI Calc Request on ISIR Load Options 1 tab and select Never Call SAI Calc on the ISIR Load Options tab. Select Save.



[cid:image006.jpg at 01DB0AA8.108BC320]



[cid:image007.jpg at 01DB0AA8.108BC320]



This setup prevents the batch ISIR Processing from calculating an SAI.



ISIR Processing Setup Page 2

Navigation: Set Up SACR > Product Related > Financial Aid > Application Processing > NA 2024-2025 Global Options


Note there is no effective dating on this page so DO NOT add a row. Select Data Source: Institutional Data and Calc Type: Institutional Methodology then select Save.



[cid:image009.jpg at 01DB0AA8.108BC320]



This setup prevents manual ISIR Processing (i.e. loading an ISIR from Suspense Management page) from calculating an SAI.



What should we do with those that currently have a PS calculated SAI?

Once your college’s NA 2024-2025 Global Options is updated, the ‘Process ISIR’ button on the 2024-2025 Suspense Management page will load the ISIR without calculating an SAI. Therefore, the students who show up on the query QCS_FA_SAI_DISCREPANCY can be resolved by reloading the ISIR transaction through the 2024-2025 Suspense Management page. We do not recommend deleting ISIRs. Load a correct row over the incorrect one.



Note that ISIRs coming in with a blank SAI will continue to auto populate to zero on the Correct ISIR Records page. There is no workaround or fix for it at this time. For this reason, you will need to continue using the query QCS_FA_SAI_DISCREPANCY.



[cid:image012.jpg at 01DB0AA8.108BC320]



QCS_FA_NEED_TERM_OVERAWARDED is not working

The query looks at the monthly EFC table (1-Month EFC, 2-Month EFC, 3-Month EFC, etc.) to determine term need overawards. SAI is not prorated so there are no values in the EFC table for aid year 2025. There are no plans to fix the query at this time.



Thank you!

Debbie

[Compass]Deborah Englehardt

Senior Functional Analyst, Campus Solutions (Financial Aid)

Washington State Board for Community and Technical Colleges

1500 Jefferson Street SE

Olympia, WA 98501

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

sbctc.edu<https://www.sbctc.edu/> • Twitter: @SBCTCWashington<https://twitter.com/SBCTCWashington> • Facebook: @WASBCTC<https://www.facebook.com/wasbctc/>




-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240919/aa08eba2/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 20405 bytes
Desc: image001.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240919/aa08eba2/attachment-0001.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.jpg
Type: image/jpeg
Size: 48943 bytes
Desc: image006.jpg
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240919/aa08eba2/attachment-0004.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image007.jpg
Type: image/jpeg
Size: 38139 bytes
Desc: image007.jpg
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240919/aa08eba2/attachment-0005.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image009.jpg
Type: image/jpeg
Size: 42441 bytes
Desc: image009.jpg
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240919/aa08eba2/attachment-0006.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image012.jpg
Type: image/jpeg
Size: 52610 bytes
Desc: image012.jpg
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240919/aa08eba2/attachment-0007.jpg>