[ctcLinkfinaidsupport] FA Weeklyish Bulletin 09/20/2024
Kelly Forsberg
kforsberg at sbctc.edu
Fri Sep 20 13:11:11 PDT 2024
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A Financial Aid Focus
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In Case You Missed It . . .
* From Debbie’s 09/19/2024 email – Please update the following settings on your ISIR Data Load Parameters and the NA 2024-2025 Global Options pages in ctcLink (see attached email)
Updates to the 2024/2025 ISIR Data Load Parameters page include:
* Insert a new row of today, and
* On the ISIR Load 1 tab, uncheck the Store SAI Calc Request checkbox
* On the ISIR Load 3 tab, select the Never Call SAI Calc radio button
Updates to the NA 2024-2025 Global Options page include:
* In the Calculation Parameters group box, change the Data Source to Institutional Data and the Calc Type to Institutional Methodology
* Recording Available! – An SF Work Session on Refunding Part 1 – The Why/When/Who & Prior To was held on Thursday 09/19/2024
Select the recording below to review 😊
* SF Work Session: Refunding Part 1 – The Why/When/Who & Prior To<https://sbctc.instructure.com/courses/2056628/pages/sf-work-session-refunding-part-1-the-why-slash-when-slash-who-prior-to-held-on-9-slash-19-slash-2024?module_item_id=87225268>
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Query Corner
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* Update! The following queries have been updated to include Enrollment Intensity values:
* CTC_FA913_LOAD
* CTC_FA913_LOAD_ENROLLED_NOTSAP
* CTC_FA_AUTHORIZED_LTFT
* CTC_FA_DISBURSED_BY_DATE_UNITS
* CTC_FA_TERM_ITEM_TYPE_AWARDED
* CTC_FA_ENROLL_AFTER_CENSUS
* QCS_FA_CENSUS_INFO
* Query Not Working Alert!
* QCS_FA_NEED_TERM_OVERAWARDED - 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.
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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.
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 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>.
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.
* 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.
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Just ‘Cuz
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Guess what day it is today?? It’s NATIONAL QUESO DAY!
Yep, September 20th is National Queso Day, so this means you need to get some more chili con queso dip in your life today!
How can I do that, you ask?
* Go out for queso after work! Woohoo, cheese!
* Try making a new queso recipe!
* Some restaurants will do free queso in favor of National Queso Day! Get that Google Machine working towards some warm, cheesy goodness!
Source: National Queso Day (nationaltoday.com)<https://nationaltoday.com/national-queso-day/>
[cid:image001.jpg at 01DB0B4B.EC5DBAE0]
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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Subject: [ctcLinkfinaidsupport] Action Item - Turning Off PS SAI Calc for 2024-2025 Aid Year
Date: Thu, 19 Sep 2024 23:19:09 +0000
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