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Report Description

Regent created a new report to support Year Round Pell (YRP) called, “Year Round Pell Crossover Exceptions.” This report provides information on Pell crossover awarding. It identifies students for whom the current, configured FAY Crossover Awarding option (on Institution Setup) has not resulted in the highest amount of Pell award that the student could have received for the crossover payment period (PP). In other words, the report identifies cases where the student would have received a larger Pell award if the student had been packaged in the "other" FAY available for the crossover payment period.

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Report Name:  Year Round Pell Crossover Exceptions
ParametersTypeOption DescriptionsRules

Enterprise

Dropdown Enterprise Name displays per Enterprise Setup

Institution(s)

Dropdown with checkbox optionsInstitution Name(s) display(s) per Institution Setup(s)
  • Selection of multiple options is permitted

Campus(es)

Dropdown with checkbox optionsCampus Name(s) display(s) per Campus Setup(s)
  • Selection of multiple options is permitted

Site(s)

Dropdown with checkbox optionsSite Name(s) display(s) per Site Setup(s)
  • Selection of multiple options is permitted

Type

Dropdown
  • Term Based
  • Non-Term Based
  • Non-Standard Term
  • Selection of multiple options is permitted

FAY Crossover Period

Dropdown
  • 2017-2018
  • 2018-2019
  • 2019-2020
  • ....
  1. The starting FAY for YRP eligibility is 2017-2018 (FAY 2018); therefore, the dropdown lists FAYs 2017-2018 and forward. If 2017-2018 is selected, the report will return student's packaged during the 2017-2018 crossover period, as well as the "other" FAY that was available to that crossover period, which may either be the former or latter FAY.
    1. For example: 2018-2019 is selected from the FAY Crossover Period parameter. A crossover PP has a start date of 5/17/2018 and an end date of 7/25/2018. This is defined as a crossover period due to the range crossing the 7/1 threshold. This payment period could be awarded from the former year (2017-2018), or from the latter year (2018-2019). The Current Crossover FAY option awarded the student from the former FAY per configuration. Therefore, the report will return Regent Award's calculation for the "Other" Crossover FAY option as the "latter" FAY of 2018-2019.
  2. The report output is limited to the two adjacent FAYs. Meaning, Regent Award can only calculate the current FAY and either the former or latter FAY. Therefore, selection of multiple FAYs is not permitted.

Return Exceptions Only

Dropdown with checkbox options
  • Yes
  • No
  1. Yes - Only return students for whom “Other" Crossover PP Pell Amount" is greater than the "Current Crossover PP Pell Amount."
  2. No - Return all students regardless of the amounts differences returned in the "Other" Crossover PP Pell Amout" and "Current Crossover PP Pell Amount."

Include Historic (AY0) Crossover Payment Periods?

Dropdown with checkbox options
  • Yes
  • No
  1. Yes - The output results will include crossover PPs in an AY0.
  2. No - The output results will not include crossover PPs in an AY0.

Student is Active?

Dropdown with checkbox options
  • Select All
  • Yes
  • No
  1. Select All - Returns both inactive and active students.
  2. Yes - Returns only active students.
  3. No - Returns only inactive students.
OutputDescriptions

ExternalID1

External Identifier 1 displays per student table.
ExternalID2External Identifier 2 displays per student table.
First NameFirst Name displays per student table.
Last NameLast Name displays per student table.
Campus NameDisplays student's campus(es).
SiteDisplays student's site(s).
Term / Payment PeriodDisplays the name of the crossover term / PP
Payment Start DateDisplays Academic Plan's Start Date for the Crossover Payment Period.
Payment End DateDisplays Academic Plan's End Date for the Crossover Payment Period.
Crossover Payment Period is Historic (AY0)?Returns Y or N, depending on whether or not the crossover payment period is in an AY0.
Current Crossover PP FAY

The FAY currently selected for use for the student’s crossover PP. For example, for 2016-2017, if the student’s crossover PP is currently packaged with 2016-2017, the report would return “2016-2017” in this field.

Current Crossover PP ISIR Transaction # Displays the transaction number of the ISIR currently used to package the crossover PP.
Current Crossover PP Active ISIR EFC Displays the student's 9-month EFC (Primary EFC) from the ISIR currently used to package the crossover PP.


Current Crossover PP Pell AmountPer RNA packaging for the student, not just based on EFC.
Current ISIR's Transaction Processed DateDisplays the date that the current ISIR was processed. 
Current Crossover FAY optionReturns either "former" or "latter." This value identifies how the student is configured to package (or how the student was packaged) right now.
“Other” Crossover PP FAY

Displays the “other” FAY (the one that is not currently used to package the Crossover PP). For example, for 2016-2017, if the student’s crossover PP is currently packaged with 2016-2017, the report would return “2017-2018” in this field.

“Other” Crossover PP ISIR Transaction #Displays the transaction number of the "other" ISIR used to calculate the crossover PP.
“Other” Crossover PP Active ISIR EFCDisplays the 9-month EFC (Primary EFC) from the "other" ISIR used to calculate the crossover PP.
“Other” Crossover PP Pell Amount 


Per RNA packaging for the student, not just based on EFC.
"Other" ISIR's Transaction Processed DateDisplays the date that the "other" ISIR was processed. 
"Other" Crossover FAY optionReturns either "former" or "latter." This values identifies how the student would have packaged if configured to use the "other" FAY.
Last Successful Packaged DateReturns the Last Successfully Packaged On date from the Student table.
Student is Active?Returns Y if the student is active; N if the student is not active. Informational Note: Inactive students are listed as such on the student Summary tab. Students become inactive via the SBL file (active=false).

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