1  Purpose

These procedures will guide {INSERT TEAM NAME} through list process(es)

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{INSERT ROLE or DEPT NAME} will be responsible for list action share.

4  Definitions

5  Procedure

5.1 Abbreviated Periods- Non-Term

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• Student has an overlapping AY exists and student is in a clock hour (NT) program 

• Student is in a Nonterm / or Clock Hour Program 

Basic Flow

1. Student is identified:

   1. The ‘Review Overlapping Loan Period from ISIR’ or ‘Review Overlapping Loan Period from NSLDS’ or ‘Review Overlapping Academic Year from NSLDS’ task will populate for review. 

2. The user: 

   1. Navigates to the Academic Plan 

   2. Clicks on Program Management 

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   2. Selects Action Type = Manage Academic Years/Loan Periods

   3. Clicks Add Academic Year

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   2. Selects Program

   3. Selects Academic Year Number

   4. Selects “Has Abbreviated Period”

   5. Program Start Date or Re-Entry Date will auto-fill

   6. Selects Federal Award Year

   7. Enters Begin Date

   8. Enters End Date

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   2. Clicks Add Loan Period

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   2. Enters Start Date of

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1. 1. AY

   2. Enters End Date of

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1. 1. AY

   2. Clicks Save

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   3. Clicks Save

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   2. Updates NSLDS Awards:

      1. Clicks Edit

      2. Enters Override Amount, as applicable

      3. Clicks Update

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      4. Clicks Save

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      2. Clicks Continue

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      2. Reviews Awards

      3. Clicks Finish

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      2. Navigates to Academic Plan Tab:

         1. Clicks Refresh

         2. Reviews Academic Year Dates

      3. Reviews Loan Period/Payment Period Dates

      4. Reviews Loan Amounts

      5. Navigates to Tasks Tab:

         1. Selects (check) the associated task(s)

         2. Selects “Change” = Status

      6. Selects “of selected tasks to” = Completed

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Post-condition

• The academic year has been updated appropriately for the student.

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When Pell disbursements are also associated with an Abbreviated Period:

• the user will

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• Note:

  • If the abbreviated period is greater than one payment period, the entire Pell eligible award is scheduled within the abbreviated period with two disbursement dates to match the disbursement schedule of a typical student.  Prior to each disbursement, units and week progression, attendance in the Pell payment period is required to be reviewed.  If one of these is not met, the disbursement date is required to be rescheduled.

  • If the abbreviated period is less than or equal to one payment period, half of the Pell eligible award is scheduled within the abbreviated period with a single disbursement date to match the disbursement schedule of a typical student.  The second disbursement (other half) of the Pell eligible award is scheduled into the Academic Year following the abbreviated period with a single disbursement date to match the midpoint of a typical Academic Year (i.e. 36 week AY; 2^nd disbursement would be scheduled after completion of 18 weeks).  Prior to each disbursement, units and week progression, attendance in the Pell payment period are required to be reviewed.  If one of these is not met, the disbursement date is required to be rescheduled.

  • The student’s ‘Need’ will need to be assessed at the time of creating the abbreviated period and if Pell changes.

  
  

Information on legacy process on applying information from the Pell Tickler File to manually edit the Pell amounts:

Change Log