It is critical that the packaging sequence of funds be properly setup or funds will not be properly considered in the awarding process. The Packaging Philosophy Set-up screen provides the ability to define this awarding sequence for the funds that are available at a given campus.

General Subtab

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Label:

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Value:

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How it's used:

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Fund Name

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Text

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Displays the name of funds.

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Fund Type

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Field Name	Description	Required/Optional	Type	Value	Business Rule
Name	Name of the Packaging Philosophy	Required	Text box - alphanumeric 90 characters max
External ID	External ID from the SIS.	Optional	Text box - alphanumeric 40 characters max
Set as Default Packaging Philosophy for Campus:	Indicates whether the Packaging Philosophy is default for the Campus.	Optional	Checkbox	Selected  Unselected (default)	Only ONE default Packaging Philosophy setup is allowed per campus and the setup must be active to be marked as default. In order to change the default packaging philosophy, you must first "unselect" the default checkbox on the current default packaging philosophy, save, and then make another packaging philosophy the default.
Active	Indicates whether the Packaging Philosophy is active.	Optional	Checkbox	Selected (default) Unselected
Fund Name	Displays the name of funds.	View Only
Fund Type	Displays the type of fund.	View Only
Fund Source

Federal

State

Institutional

Private Foundation Other

Displays the source of the fund.	View Only
Package To	Used to determine the percent or dollar amount to package to.	Required	Drop-down	% of Amount of Direct Costs Within $ of Amount of Direct Costs

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% of Amount Billed By Institution

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Within $ of Amount Billed By Institution

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% of FM Need

- Within

Within  $ of FM Unmet Need

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% of COA

- Within

Within  $ of Unmet COA

Used to determine the percent or dollar amount to package to.

% of Additional COA Requirement Within $ of Additional COA Requirement
Package To Amount

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Is used to set the maximum percentage or dollar amount based upon the Package to selection.	Required	Text box - numeric 5 characters max
Auto Package		Optional	Checkbox	Selected Unselected (default)	If

box

the checkbox is

checked

selected, the fund will be included in

the

batch packaging, MAP, and other automated packaging processes.

Priority Order

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Required

Text box - numeric 3 characters max

Used to establish the order in which the fund should be packaged. Pell, scholarships, and other non-need based gift aid should be awarded first followed by need-based grants, need-based work, and need-based loans. All non-need based loans should always be listed last in the priority order.