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

Mon Sep 23 11:55:02 PDT 2024

Hi Debbie,

I was able to run the query QCS_FA_SAI_DISCREPANCY and successfully
resolved the first student listed. (yay!)

However, I ran into an error on the very next student.

When attempting to load the ISIR from the ISIR Suspense Management,

   - ctcLink instead labeled the ISIR suspended, with the radio button
   "recycled" automatically changing.
   - At this point, I am unable to "undo" my action from the ISIR suspense
   page
   - There appear to be no changes on the "Correct ISIR Records" page for
   24-25 ISIRs
   - When clicking around trying to identify what may be causing this, only
   the "reject reason description" stood out when compared to the existing
   ISIRs with the incorrect SAI

[image: image.png]

Has anyone encountered this or know of a workaround?

Would appreciate any help!

Thank you

On Thu, Sep 19, 2024 at 4:21 PM Deborah Englehardt via DirFinAid <
dirfinaid at lists.ctc.edu> wrote:

> 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.
>
>
>
>
>
>
>
> 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.
>
>
>
>
>
> 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.
>
>
>
>
>
> *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
>
> [image: 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 <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/>*
>
>
>
>
> _______________________________________________
> DirFinAid mailing list
> DirFinAid at lists.ctc.edu
> http://lists.ctc.edu/mailman/listinfo/dirfinaid_lists.ctc.edu
>

-- 

*Dane Olaso*

Associate Director Financial Aid

Edmonds College

20000 68th Ave. W., Lynnwood, WA 98036

Email: dane.olaso at edmonds.edu
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