[ctcLinkfinaidsupport] FA Weeklyish Bulletin 05/02/2025

Fri May 2 10:36:24 PDT 2025

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A Financial Aid Focus
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Reminder:

  *   Funding Cancellation Deadline for Pell Grant and Campus-Based Funds is September 30, 2025:

[cid:image001.jpg at 01DBBB4E.0761BA50]
Source:  Federal Update 04-30-2025<https://drive.google.com/file/d/1buLjLXAepO85JAhoAHDYZiUURAYOjGSh/view?usp=sharing>

[An image of two people carrying a person on a stretcher]

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Query Corner
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Query for Processing Multi-Year Entrance Counseling:

  *   CTC_FA_EC_LOAN_CNSL_ISSUES - Run this query to find students whose Entrance Counseling acknowledgments are not matching up to the Initiated checklist, leaving the checklist in an Initiated status when it should be set to Completed when the Process Loan Counseling Data step and Run 3C Engine steps are run.
     *   ACTION REQUIRED:  Follow the steps in the Loan Processing Business Processing Guide<https://ctclinkreferencecenter.ctclink.us/m/92436/l/798572-loan-processing-business-process-guide> on or around pg. 120 to get these records loaded to complete the Entrance Counseling Checklist

[An image of the CTC_FA_EC_LOAN_CNSL_ISSUES query results with Award Status Cd of Skipped Record, and Counseling Stat of No Aid Year highlighted in yellow]

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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:  Cross-Pillar Training FA/SF/FIN: Reconciliation End-to-End

When:  Monday, 05/05/2025, 1:00PM - 3:00PM

Audience:  FA, SF & FIN Staff responsible for reconciling federal and state funding

Presenters:  Kelly Forsberg, FA Functional Trainer, Alec Risk, SF/FIN Functional Trainer, Karen Ebert, SBCTC Agency Controller
Objectives:

  *   FA/SF/FIN - Understand the high-level flow of the cross-pillar (FA/SF/FIN) end-to-end reconciliation process
  *   FA - Demonstrate a sample interdepartmental reconciliation worksheet college users can use/build off to track expenses, revenue, and variances
  *   FA - Understand the available reports and queries in the Fund Management Guide that should be run on weekly, semi-monthly, and monthly basis
  *   FA - Understand the high-level process in FA concerning what queries and reports to run for varying funding sources
  *   FA - Understand the timing in which SAS files are available to use for FA/COD reconciliation
  *   SF - Understand how the GL is sent to FIN via SF/SFC journals
  *   SF - Understand the available SF queries and how to reconcile them
  *   FIN - Review of GL Account Guidance / Resources
  *   FIN - Understand How SF Data Processes into Finance
  *   FIN - Review SF/GL Reconciliation Queries
  *   FIN - Reimbursement/Drawdown Best Practices

Session:  Cross-Pillar Work Session:  Reconciliation Show & Tell

When:  Thursday, 06/05/2025, 1:00PM - 3:00PM

Audience:  FA, SF & FIN Staff responsible for reconciling federal and state funding

Presenters:  Bellevue Staff: Financial Aid Director - Christine Taylor, Associate Director of Student Center-Financial Aid - Jennifer Fetters, and Finance Manager - Jennifer McMillan
Session Description:
Join us for a cross-pillar work session as SBCTC hosts our esteemed colleagues from Bellevue College in a Webex on the hot topic of reconciliation!  Guest speakers Financial Aid Director, Christine Taylor, Associate Director of Student Center-Financial Aid, Jennifer Fetters, and Finance Manager, Jennifer McMillan, walk through their local business process on reconciliation for Pell, Direct Loan, and state funds.  This session emphasizes the importance of interdepartmental communication during monthly reconciliation processes and reviews key steps unique to Bellevue College in their local reconciliation business process.

*RESCHEDULED* Session:  Fin Aid Training Workshop: (Header Colleges Only) Loan Set Up for Schema 5.0c and 25/26 Loan Processing

When:  Tuesday, 06/10/2025, 9:00AM - 12:00PM

Audience:  Header College Financial Aid Staff responsible for Direct Loan Origination and Outbounding

Presenters:  Kelly Forsberg, FA Functional Trainer
Agenda:
Updating/checking Loan Fee Set Up
Updating/checking Loan Fee in Item Types Set Up
Updating/checking the Loan Fee in Create Loan Types pg
Updating the Process Loans Run Control ID parameters to 2025 AY

  *   Break from 10:30AM - 10:45AM

Updating the EY Summer Include & Summer Exclude Run Control ID parameters to 2025/2026 dates and AY.
Updating the EY Process Loan Dates Run Control ID to 2025 AY.
Updating the Schema to 5.0b on the EY Generate Direct Loan Data pg.
Updating and/or creating EY Run Control IDs for your Direct Loan Reports

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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Did You Know?

The Washington State insect is a Green Darner Dragonfly!

Here are some interesting facts about these skilled aerial predators:

  *   They are about 3 inches long and have a bright green thorax
  *   Male darners have a bright blue abdomen and females are reddish brown
  *   Naiads (immature darners) live in ponds and streams
  *   They eat other flying insects - termites, mosquitoes, etc. and will even dine on small fish and tadpoles!
  *   They are known as the Lords of June, when they fervently buzzing about in the springtime
  *   Other names they are known by include mosquito hawks, horse stingers, and devil's darning needles, though they do not have stingers

Source: Common Green Darner | Department of Entomology<https://entomology.umn.edu/common-green-darner>

TGIF,

~FA Support & Training

[cid:image006.jpg at 01DBBB4E.0C2D9A40]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/> * Facebook: @WASBCTC<https://www.facebook.com/wasbctc/> * Bluesky: @sbctc.edu<https://bsky.app/profile/sbctc.edu>
LinkedIn: @sbctc<https://www.linkedin.com/company/sbctc/>

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