[ctcLinkfinaidsupport] FW: FA Weeklyish Bulletin 02/21/2025

Mon Feb 24 10:44:26 PST 2025

Good morning FA!

Clearing up my blunders on the weeklyish bulletin that was sent out 2/21:

On the SF Student Financial Responsibility sessions, there are two days during which they are available.  The Wednesday session is for 3/3, not 3/5.

Note that both sessions are the same delivery.  If you opt to go, please choose one that works best for you.

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Session:  Student Financial Responsibility Agreement Q & A Session

When:  Monday, 03/01/2025, 1:00PM – 2:00PM OR Wednesday, 03/03/2025, 1:00PM – 2:00PM

Audience:  Student Services College Staff

Presenters:  SBCTC Student Financials Team
The Student Financials team is implementing Enhancement Request 266<https://sbctcedu-my.sharepoint.com/:w:/g/personal/ctclinkdocmanager_sbctcedu_onmicrosoft_com/EcVOuHvuHEROvlwHVj__mPMBzBx5JmC2Df1zomC46fFwkQ?rtime=edUuUgFS3Ug> (Student Financial Responsibility Agreement) in production in March 2025. The implementation of a global Student Financial Responsibility Agreement (SFRA) is essential to ensure compliance with state and federal laws, mitigate institutional financial risks, and provide a consistent framework across all community and technical colleges (CTCs) in Washington. This enhancement will ask students to agree to a global set of terms and conditions either via ctcLink or via a paper form once per academic year. Please visit the QRG<https://ctclinkreferencecenter.ctclink.us/m/96102/l/1900381-student-financial-responsibility-agreement> for the Student Financial Responsibility Agreement for more information.
QRG:  Student Financial Responsibility Agreement<https://ctclinkreferencecenter.ctclink.us/m/96102/l/1900381-student-financial-responsibility-agreement>

Happy Monday!

Kelly Forsberg
ctcLink Functional Trainer | Financial Aid

From: Kelly Forsberg
Sent: Friday, February 21, 2025 2:53 PM
To: ctclinkfinaidsupport at lists.ctc.edu
Subject: FA Weeklyish Bulletin 02/21/2025

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A Financial Aid Focus

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Helpful Reconciliation Reminders

It’s time to work your POPs!  Working POPs is part of Pell reconciliation.

Potential Overaward Process (POP)s means that a Pell Grant has been disbursed by more than one school and causes the student to exceed 100% of their scheduled Pell Grant awarded.  The POP limit is 150% if the AEI = True in COD (Additional Pell Item Type).  The school will be alerted of a POP through disbursement warning 068.  The sooner you work your reconciliation and your pgmr (Pell Multiple Reporting Record) files, the easier reconciliation will be.

Recall that if schools do not reconcile POP students in 30 days, a crnd (negative disbursement) file will be sent to the school.  To avoid this situation, work your POPs within 30 days.

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Query Corner

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  *   The following queries have been updated to remove ISIR Comment Codes 293 & 294, which were comments related to DHS Secondary Matches that used to trigger a C Flag.  The 293 & 294 comment codes are no longer in use<https://fsapartners.ed.gov/sites/default/files/2023-08/202425FAFSASpecVol7CommentCodesAugust.pdf>, so they have been removed from the queries:
     *   CTC_FA_SB_AD_060 – Initiate Citizenship Status Checklist
     *   CTC_FA_SB_WV_060 – Waive Citizenship Status Checklist
  *   Note, there is no action required in your ISIR JobSet for these Checklist Run Controls

Did You Know?

  *   To track changes to queries, you can review them in metaLink.  metaLink is a search tool which can be used to search for queries, pivot grids and reports as well as used to view the SQL script used in the creation of Views.
     *   Here’s a QRG on using the metaLink Data Dictionary and Search Tool:  Using the metaLink Data Dictionary | Data Services | ctcLink Reference Center<https://ctclinkreferencecenter.ctclink.us/m/92912/l/802365-using-the-metalink-data-dictionary>

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Financial Aid Learning Opportunities

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Calendar invites with Webex log in information already sent out to the ctcLinkfinaidsupport list serv:

Session:  Fin Aid Work Session:  COD Show & Tell

When:  Thursday, 02/27/2025, 1:00PM – 3:00PM

Audience:  Only Financial Aid Staff with COD access, geared towards newer users

Presenters:  Guest Speaker: Chloe Hays, Assistant Director of Financial Aid (Lake Washington Institute of Technology) & Kelly Forsberg, (SBCTC) ctcLink FA Functional Trainer
Join your community colleagues to learn from our valued FA community member, Chloe Hays, Asst. Director from LWIT in a FA community Show & Tell on how to use COD to find student awards, MPNs, batch file information, PLUS loan batches, and all sort of other COD fun in a system YOU in FA need to perform your jobs.

Session:  Student Financial Responsibility Agreement Q & A Session

When:  Monday, 03/01/2025, 1:00PM – 2:00PM or Wednesday, 03/03/2025, 1:00PM – 2:00PM

Audience:  Student Services College Staff

Presenters:  SBCTC Student Financials Team
The Student Financials team is implementing Enhancement Request 266<https://sbctcedu-my.sharepoint.com/:w:/g/personal/ctclinkdocmanager_sbctcedu_onmicrosoft_com/EcVOuHvuHEROvlwHVj__mPMBzBx5JmC2Df1zomC46fFwkQ?rtime=edUuUgFS3Ug> (Student Financial Responsibility Agreement) in production in March 2025. The implementation of a global Student Financial Responsibility Agreement (SFRA) is essential to ensure compliance with state and federal laws, mitigate institutional financial risks, and provide a consistent framework across all community and technical colleges (CTCs) in Washington. This enhancement will ask students to agree to a global set of terms and conditions either via ctcLink or via a paper form once per academic year. Please visit the QRG<https://ctclinkreferencecenter.ctclink.us/m/96102/l/1900381-student-financial-responsibility-agreement> for the Student Financial Responsibility Agreement for more information.
QRG:  Student Financial Responsibility Agreement<https://ctclinkreferencecenter.ctclink.us/m/96102/l/1900381-student-financial-responsibility-agreement>

Session:  Fin Aid Training:  ISIR Processing Refresher

When:  Tuesday, 03/18/2025, 9:00AM – 10:30AM

Audience:  New Financial Aid Staff (and staff who need a refresher) who are responsible for ISIR processing in the 25/26 AY

Presenters:  Kelly Forsberg, FA Functional Trainer

Objectives:

  *   Understand how to set/update User Defaults for the new AY
  *   Understand the steps in ISIR Processing
     *   Upload/download process
     *   FA Inbound
     *   Process Imported ISIRs
  *   Understand how to load ISIRs using the File List Driven process and the Single File process

Session:  Fin Aid Training:  ISIR Correction Fundamentals

When:  Tuesday, 03/25/2025, 9:00AM – 10:30AM

Audience:  New Financial Aid Staff (and staff who need a refresher) who are responsible for ISIR processing and file corrections in ctcLink for the 25/26 AY

Presenters:  Kelly Forsberg, FA Functional Trainer

Objectives:

  *   Understand how to make ISIR Corrections on specific scenarios
     *   Making Corrections on an Alien Registration Number
     *   Processing Dependency Override/Homeless Youth Determinations
     *   Processing Special Conditions/Special Circumstances/EFC Adjustment Request
  *   Understand how to Process ISIR Corrections in ctcLink using the following steps:
     *   Process ISIR Corrections
     *   Create Federal Data File
     *   Upload/Download File Process

Session:  Fin Aid Work Session:  EdConnect Show & Tell

When:  Thursday, 03/27/2025, 1:00PM – 3:00PM

Audience:  Only Financial Aid Staff with EdConnect access, geared towards newer users

Presenters:  Guest Speaker: Lorena Saucedo, Assistant Director of Financial Aid (Tacoma Community College) & Kelly Forsberg, (SBCTC) ctcLink FA Functional Trainer

Join your community colleagues to learn from our valued FA community member, Lorena Saucedo from TCC in a FA community Show & Tell on how to send/receive files in EdConnect, how to identify varying message class files, what to look for and just general functionality in a system YOU in FA need to perform your jobs.

Did you not receive a calendar 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 for Fun!

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Some A-peeling facts about bananas:

  *   Bananas are rich in potassium.  One banana provides about 422 mg of potassium which helps regulate blood pressure
  *   They contain Vitamin C, which is an antioxidant that boosts the immune system and promotes skin health
  *   Bananas are a good source of dietary fiber; they aid digestion and help maintain ‘The go’
  *   They have Vitamin B6, which supports brain health and helps produce serotonin, a mood-regulating neurotransmitter
  *   Bananas contain manganese, a mineral that supports bone health and metabolism
  *   They boost energy level with natural sugars

Add a banana to your snacking options 🍌

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/>

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