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Frequently Asked Questions document is not all-encompassing but provides some very basic information to questions that are projected from the client community. For additional information, please check the Product Brief for this release and the Release Notes and linked material. If you still need more information, submit a ticket through the CZ Portal. |
Can any client upgrade to Regent 6.7?
Any client currently using Regent Award may take Regent 6.7 for UAT and ultimately production upgrade.
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Clients using Regent Award for Salesforce will not need to upgrade to a new Salesforce application version in order to continue current functionality.
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What Enhancements are in Regent 6.7?
The 6.7 release addresses product defects as listed in the “Bugs” section of the Release Notes, and also major enhancements and new features including:
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The Release Notes also contain information on new configuration options, and a list of updates to the Admin Guide and User Guide.
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If a client uses ‘Primary EFC’ in queries to currently award, will the functionality continue to work?
For clients using ‘Primary EFC’ in queries to award currently, the functionality should continue to work. However once the query is opened/edited, clients will need to replace the ‘Primary EFC’ query property with the ‘SAI’ query property.
How will schools receive 2024-2025 ISIRs?
A new version of TDClient or EDConnect is required to access the new FTI-SAIG mailbox which will be used solely for FPS to send 2024-2025 ISIR files to schools. All other SAIG files including 2024-2025 ISIR corrections will continue to use the existing SAIG mailbox.
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Important Note: Clients MUST provide RTM and INI files in order to use FTI-SAIG functionality in Regent for 2024-2025. Please work with your Account Manager/Project Manager to provide in secure manner.
What documents do we need to configure for 2024-2025?
There is a new ‘2023-2024 and Prior Federal Award Years’ checkbox on the Document General Tab starting with Release 6.6. All currently existing documents in your system at the time of your upgrade to 6.6 or a later release will automatically include a one-time build script, which will set the checkbox to ‘checked’ for all existing documents in document configuration to apply for 2023-2024 and prior federal award years.(See /wiki/spaces/RPM/pages/3654090888 6.6 Product Brief for additional details.)
Clients must configure all new document requirements for 2024-2025, including if the requirements use any ISIR assignment options. However, this excludes Student Scoped documents that are not assigned by the ISIR. In this case, clients should not create a new 2024-2025 document.
Wait until you upgrade to 6.6 to configure 2024-2025 documents because with the upgrade, the checkbox mentioned above will apply all existing documents for 2023-2024 and prior federal award years. When configuring 2024-2025 documents, make sure the ‘2023-2024 and Prior Federal Award Years’ checkbox on the Document General Tab is unchecked (default setting).
A list of the standard Regent Review documents for existing client use can be found here:
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When adding a document for 2024-2025, is there a way to inactivate the older document so it does not appear in the dropdown list on the Document Tab?
Clients can use a naming convention such as adding a ‘zz’ to the beginning of the document name, so that the document will fall to the bottom of the dropdown list. However, it is important to recognize the student may see this document in their portal.
How does the ‘2023-2024 and Prior Federal Award Years’ checkbox on the Document General Tab affect documents that are not assigned by an ISIR?
Regent’s guidance is to create a new document for 2024-2025 and forward, even except if the existing document is Student Scoped and not assigned by an ISIR.
Is Regent Award updated to calculate Pell with the new rules?
Yes. Regent will calculate:
Scheduled (full-year, full-time) Pell amounts using the new rules for Maximum Pell, Calculated Pell, and Minimum Pell.
Annual Pell amounts using the new Enrollment Intensity Percentage (EIP) calculation.
Payment Period Pell amounts using the same Pell formulas (1, 3, and 4) as we have in previous FAYs.
If students submitted their 24-25 Access application prior to the 6.7 Release, are their calculated SAIs accurate?
Regent’s 6.7 Release contains the updated formula that the Department implemented approximately a month after the FAFSA and Access applications went live to correct inflation adjustments stipulated in statute. However, any Access applications submitted prior to the Release 6.7 upgrade will have SAIs calculated with the original (now incorrect) federal SAI calculation. Regent is developing a means to reprocess these early applications to provide the applicants with updated SAIs. Your Account Manager will keep you posted on this development.
Is Regent still supporting the ‘FAFSA Completion Date’ field within the Ranking and Priority tool?
Regent is no longer supporting the 'FAFSA Completion Date' within the tool, it has been replaced with ‘Application Receipt Date’. See Customer Zone Knowledge Base pageRegent Fund Ranking and Priority Tool for more information.
Are there any known 2024-2025 FAFSA/ISIR issues that clients should be aware of?
Review these links for information about Department of Education 2024-2025 FAFSA and ISIR issues:
Technical FAQ and Known Issues: https://fsapartners.ed.gov/sites/default/files/2024-03/TechnicalFAQandKnownIssues.pdf
FAFSA confirmed issues:
ISIR confirmed issues: (Check Department of Education Knowledge Center for updates from the Department of Education)
Some key items:
EA GEN-24-20 includes: The student’s Federal Pell Grant history, that is pulled from the National Student Loan Data System (NSLDS) and appears on the ISIR after processing, does not reflect the last three Pell Grant award sequences. However, Pell Lifetime Eligibility Used (LEU) and Unusual Enrollment History (UEH) flags are still triggering correctly on the ISIR, and schools should continue to review and resolve these flags to ensure students are packaged correctly. Schools should continue to utilize NSLDS online in general, and NSLDS Transfer Student Monitoring (TSM) to obtain the most current financial aid history for a student when needed.
EA-GEN-24-25 includes: The FAFSA Processing System (FPS) was not including all data fields needed to correctly calculate the Student Aid Index (SAI) for dependent students who reported assets. The FPS used the student’s Adjusted Net Worth of Businesses and Investment Farms to calculate the Student Contribution from Assets (ISIR field 328) and should have also included the student’s Current Net Worth of Investments and Total of Cash, Savings, and Checking Accounts. This resulted in an SAI that was lower than expected and an inaccurate total Student Contribution from Assets value. (ISIRs with incorrect SAIs will be reprocessed)
How will the upcoming COD upgrade affect processing until the aligning 6.7.2 Regent upgrade?
COD currently plans to upgrade to the new 5.0b schema on April 21, 2024. Please be advised about the following during the short period before Regent’s aligning 6.7.2 upgrade will be released:
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