Fund Detail

Selected

Unselected(default) 

The options available here will be dependent upon the value chosen under Fund Type.

• Loans:
  
  • DLSub (COD)
  • DLUnsub (COD)
  • DLParentPLUS (COD)
  • DLGradPlus (COD)
  • Perkins
• Grants:
  
  • Pell (COD)
  • FSEOG
  • TEACH (COD)
  • IASG (COD)
• Work
  
  • FWSP
  • FWC
  • FWSJLD
  • FWSCS
• Other Loan
• Other Grant
• Other Work
• Other Scholarship
• Other

Not editable for Title IV funds.

No default value.

Although the system allows users to add multiple instances of COD related funds, Regent discourages having any duplicated COD funds because of its impact on the COD Rebuild Process. The COD Rebuild import process uses this field when linking COD Rebuild award data in the COD Rebuild file to its associated Regent Award fund.

NOTE: If a new fund is added, and it is of an official fund type that is the same as one of our "pre-installed" funds in Regent Award, once the fund is saved, the fields that are locked down for that official fund type will be locked down for the newly added fund.

• Federal
• State
• Institutional
• Private
• Foundation
• Other

Not editable for Title IV funds.

The options available here will be dependent upon the value chosen under Fund Source.

• Grant
• Loan
• Scholarship
• Waiver
• Work
• Exempt
• Other

Not editable for Title IV funds.

• Academic Year
• Federal Award Year

The scope should be editable for campus-based awards - FSEOG and FWS (except Perkins)

If Academic Year is chosen, a date range is used to define the period.

If Federal Award Year (FAY) is chosen, Federal Award Year options are presented.

Unselected (default)

Selected

This field is set to a default value of selected only for FWS, FSEOG, and Perkins.

If this option is not selected, Regent Award will assume an unlimited budget for the fund.

This field is locked for all Title IV funds.

Academic Year

Federal Award Year

This field is disabled if the "This fund has budgets" checkbox is not selected.

The value chosen here is the budget scope that must apply to all budgets created for this fund.

Unselected (default)

Selected

• If unselected, 'Donor Information' tab will not be presented

• If selected, ‘Donor Information’ tab will be presented

Alternative calendar schedules ("Alt-FAY") for funds using a 12-month award period. The setting is mainly used for military or institutional funds.

After upgrade to the 4.8.0.0 release, any new FAY-based fund added must have an Alt-FAY value chosen.  

Required for FAY-based funds

This setting will only be available when 'Fund Scope' selection is 'Federal Award Year.'

Allow multiple FAY scoped awards per period

• The import awards process will attempt to consolidate multiple awards from the same fund in the same period to a single award, which is then marked "manual" by Regent Award.  
• If the user opens Add Award Wizard (AAW) to add a fund, on step 1 of AAW, Regent Award determines whether or not this fund already exists on the period.  If the fund already exists, the system will switch the AAW wizard to the Modify Award Wizard (MAW) because this fund already exists for the award period.  From that point, the user will be modifying the existing fund that is on the period, not adding a new fund.

If set to Yes:

• Regent Award will import two of the same awards on the same period and the awards will NOT be consolidated into a single award, nor will they be marked as manual.
• AAW will allow the user to add another fund of the same fund type to the same period.

Optional (see Business Rules)

• Selected
• Unselected (default)

The checkbox is only applicable to FAY scoped funds that are NOT configured with an Alternate Calendar. This option is disabled for the following and displays as “No” on the screen:

• The fund is AY-based.
• The fund is FAY scoped and has an Alternate Calendar listed.
• The fund is a Pell Grant.

When the fund does not meet the items listed above, the checkbox is not disabled. Therefore, users can select the checkbox when the page is in Edit mode. Upon saving the page, this field saves as Yes on the screen.

Checkbox

• Selected
• Unselected

• NOT available for Pell funds.
• "No" by default.
• When not in "Edit" mode, a checked box will display as 'Yes;' an unchecked box will display as 'No.'

Rule Set Period Applicability

Used to determine how the Rule Set Start Date is applied.

Federal Award Year

Academic Year

Payment Period

Packaging Date

Schools should not enter characters other than letters, numbers, and underscores. However, the UI will not enforce this restriction due to some legacy values that contain other symbols.

There are no uniqueness constraints on this field, at all.

 Multiple IDs can be configured.  Each would be separated by a semi-colon with no spaces.

State Grant Census Date

1

2

3

4

The field should only be available on Funds in which the Fund Source = "State" and the Fund Type = "Grant" or "Other."

Term Setup allows the school to configure up to four State Grant Census dates (for use with various state grants).

Fund Setup allows the user to choose which of these four State Grant Census dates should be used for packaging that particular fund, each term.

-None

-COD Prints and Sends to Borrower

-COD Reprint

-School Prints

This field is only presented for:
• DL Subsidized
• DL Unsubsidized
• DL PLUS
• DL Grad PLUS

Portal Settings

Default is Unselected

Allow Students to Accept Lower Amounts or Decline Awards from the Student Portal

When this field is Yes, students can edit and reduce passive-acceptance awards (awards created in Accepted status) from the Student Portal. The setting has no effect on active-acceptance awards (awards created in Offered status). 

This setting must be "Yes" for all funds appearing on Regent Plan - Select Plan, and Change My Borrowing.

This setting needs to have the same value for Subsidized and Unsubsidized loans.

When this setting has a value of 'Yes,' the system will populate the 'User Accepted Amount' value on Import Awards, which will prevent Regent from repackaging an Accepted-status imported award at a higher amount. If an award such as a Title IV loan is Imported, the school can configure this fund setting to 'Yes' to preserve the original Accepted amounts on Accepted-status loans. Students may then accept additional eligibility from the portal. When this setting is 'No," RNA will not set the 'User Accepted Amount.' Any imported Accepted-status awards (passive-acceptance flow) will automatically adjust to match the Calculated Eligibility, regardless of the original import amount. For example, when this setting is 'No' on a Pell Grant imported through the conversion process, the system will automatically adjust the Pell amount. 

• No (default)
• Yes

Default value is No. 

The setting is only available (can only be set to Yes) for Title IV Direct Loans. 

Fund Eligibility

Is this fund eligible for CTP programs?

CTP = Comprehensive Transition & Postsecondary. Definition: Certain students with intellectual disabilities can receive funds from Pell, FSEOG, and FWS if they are in a program approved by ED as a comprehensive transition and post-secondary program for students.

Selected 

Unselected(default)

Not editable for Title IV funds.

If checked, then the fund can be awarded to eligible students who do not have an ISIR and do have an estimated EFC amount.

School should be able to choose whether or not to have valid ISIR for awarding but locked down for disbursement.

Checking the box allows estimated awarding for future(or current) award periods using a prior year ISIR OR estimated EFC (SNAP or MAP).

Not checking the box requires that you have the necessary FAY ISIR for awarding.

Selected

Unselected (default)

Selected 

Unselected (default)

SAP Required?

Selected (default)

Unselected

Selected

Unselected (default)

This feature will not display on the UI for the following Funds:  DLSub (COD), DLUnsub (COD), DLParentPLUS (COD), DLGradPlus (COD), Perkins, Pell (COD), FSEOG, TEACH (COD), IASG (COD), FWSP, FWC, FWSJLD, and FWSCS.

Documents within the same campus as the fund AND

FAY scoped funds should be awarded using either a Student scoped or FAY scoped document ONLY OR

AY scoped funds should be awarded using either a Student scoped or AY scoped document ONLY

Table displayed when Query Eligibility field is selected.

The query selected will determine eligibility in correlation with fund eligibility configuration. Packaging not affected for state funds with rulesets or funds with a custom fund ruleset.
Does not apply to Title IV funds, except the following (assuming no custom fund ruleset exists): FSEOG and FWS.

If query eligibility is met (true) and other fund rules are not met or not enough budget, a $0 award will be created but not persisted (current functionality).

Entry determines AYs for which the query will be used to identify students eligible for awarding of the fund.

Column displays if Fund Scope is 'Academic Year.'

Entry determines AYs for which the query will be used to identify students eligible for awarding of the fund.

Column displays if Fund Scope is 'Academic Year.'

Offered

Accepted

Estimated

Status should be editable for all awards

Related Configurations: 

The Override Award Status tab allows the user to override the Initial Status configured for the fund.    

The Use UDF Award Status configuration setting allows a fund's initial status to be overridden with the UDF value provided for the fund.

Uses Override Award Status

Read-only indicator that appears when a fund has additional configuration settings on the "Override Award Status" tab.

Selected (default)

Unselected (checkbox and setting do not display)

If any configuration settings are enabled on the Fund Setup "Override Award Status" tab, the screen displays this checkbox and label as Selected.

If no Override Award Status configuration is in use, Regent Award does not display this checkbox, label, information icon, or help text.

Use UDF Award Status

When the field is set with a UDF and a UDF is added (via SBL or manually) to a student record, the fund will use the UDF value provided to set the award status during packaging for the fund. Only UDF values of 'Offered' or 'Accepted' will be accepted. UDFs sent with any other value will be packaged using the Initial Status or the Override Award Status configuration.

The UDF Award Status takes precedence over both the Initial Status and the Override Award Status configurations.

Select UDF (default)

List of User-Defined Fields configured in Institution Setup

None

Cent

Dollar (default)

The drop-down should be unlocked for all funds except Subsidized loan, Unsubsidized Loan, PLUS, GradPLUS, and TEACH.

For Subsidized loan, Unsubsidized Loan, PLUS, GradPLUS, and TEACH, the value should be set to "Dollar" as COD does not accept cents for these programs.

This field should impact ONLY passive acceptance awards.

When the student accepts this fund, they can accept the award at a certain amount. They might then get repackaged for a larger award at a later date. This causes the system to automatically accept the new award amount.

Upward

Downward

Both

Neither

Should be locked for Pell and IASG only to a value of "Both."

Upward:  If eligibility increases an Accepted award will increase, but if eligibility decreases the Accepted award will not change.

Downward:  If eligibility increases, an Accepted award will not change and a new award will be created for the fund, but if eligibility decreases, the Accepted award will be reduced.

Both:  If eligibility increases or decreases, an Accepted award will change accordingly.

Neither:  If eligibility increases or decreases, an Accepted award will not change, but an additional award will be created for an eligibility increase.

Do not lock this fund in with the census date, allow flexibility throughout the term.

Adjust after census date means that Regent Award can adjust the award if the student’s course data changes after the census date.  Some awards are locked at the census date, so even if the student withdraws from a course after the census date, their awards wouldn’t change for funds that don’t have this flag set.

Adjust after census date allows awards to be adjusted continually even if a census date exists. 

Selected

Unselected(default) 

If the “Adjust after census date” flag is not checked, then the system will use the student's census date enrollment to determine the appropriate amount of the award for the payment period.

If the “Adjust after census date” flag is checked, then the system will use the students current/actual enrollment to determine the appropriate amount of the award for the payment period.  

Yes

No

Defaults:

“Yes” for Pell Grant

“Yes” for IASG

“Yes”  for FSEOG

“No” for  FWS

“No”  for Perkins Loan

“No” for Subsidized Loans

“No” for Unsubsidized Loans

“No” for PLUS  Loans

“No” for Graduate PLUS Loans

“No” for TEACH Grants

For Pell , IASG, and FWS will not be editable, but not for any other "pre-installed" funds.

Editable for newly added funds.

Allow Packaging to Move Paid Disbursements

Inherit (default)

Yes

No

Attempt To Keep Paid Disbursements Unchanged?

This field defaults to the value set on Campus level, and works in conjunction with the setting, ‘Allow Auto-Adjustment of Paid Disbursements.’ If the setting ‘Allow Auto-Adjustment of Paid Disbursements’ is “No,” then the Fund setting has no effect. If ‘Allow Auto-Adjustment of Paid Disbursements’ is “Yes,” the system will use the Fund-level setting to determine whether or not to create new disbursements for a term.

Inherit (default value)

Yes

No

This setting controls how Regent Award will make changes when packaging awards and disbursement amounts that occur in the past.

Past Award Periods: Regent Award will continue to repackage the entire award for all payment periods in the current award period until the award's end date is in the past. Once the award's end date is in the past, the system will not automatically change that award, but will continue to package the fund for future payment periods. This is the default system behavior.

Past Payment Periods: Regent Award will not make any automatic changes to amounts in past payment periods. A past PP is any payment period or term having an end date of yesterday or earlier. The system will still repackage amounts in current and future payment periods.

Financial Aid staff can still add or change the award amounts as needed using Modify Award Wizard.

Past Award Periods (default)

Past Payment Periods

Inherit (default)

Yes

No

Award Distribution Options

This field allows the user to determine how this fund will be awarded if the fund does not have a rule set.

Divide Evenly Across PPs (default)

Divide Evenly Across PPs in FAY, Not to Exceed Cost per PP

Distribute Using Payment Period Amounts

If "Divide Evenly Across PPs" is chosen, the total amount of the award will be divided evenly across the PPs within the FAY or AY (dependent upon fund scope), with an even portion being awarded each PP.

If "Divide Evenly Across PPs in FAY, Not to Exceed Cost per PP" is chosen, the total amount of the award will be divided evenly across the PPs within the FAY, giving consideration to the "Package To" cost cap for the PP.

If "Distribute Using Payment Period Amounts" is chosen, the amount per payment period value will be awarded to the student per payment period using the FAY and/or effective dates provided, up to the remaining eligibility (e.g. Aggregate limits, COA, Direct Loans).  The first payment period will be packaged first, up to the full Amount Per Payment Period, prior to awarding subsequent periods.

• Selected
• Unselected (default)

Proration Logic:

1. Takes the Program Applicable Registered Units for the payment period if enrollment level is 'Actual', otherwise uses 'Anticipated' enrollment level and divides by the Full-Time Minimum amount configured on the Enrollment Level Setup to get the % with 3 decimal places using standard rounding rules for FT Enrollment (not to exceed 100%).
2. Takes the % of FT Enrollment and multiplies it by the payment period amount
3. Rounds using the 'Rounding' configured on Fund Setup General tab.

Calculated Eligibility Amount (Eligible Amount):

• The calculated eligibility for the award is the sum of the prorated award amount for each payment period for the FAY or AY (depending on fund scope).

No (default)

Yes

Selected 

Unselected (default) 

When this field is set, the student is packaged with full eligibility, similarly to when the Award Full Eligibility in Eligible Periods Only is set, but only for the final academic year of the program.  The awarding of full eligibility would apply to any final academic year, regardless of whether it is considered a remaining period of study or not.

When this field is not set, the student is packaged with the full eligibility divided amongst the total terms in an Academic Year and then awarded only to the eligible periods, similarly to when the Award Full Eligibility in Eligible Periods Only is set, but only for the final academic year of the program. The awarding of full eligibility and dividing amongst the total terms in an Academic Year and awarding only to eligible periods would apply to any final academic year, regardless of whether it is considered a remaining period of study or not unless the Award Full Eligibility in RPS Only configuration is set (e.g. 2 eligible terms out of 3 terms in an Academic Year).

Selected 

Unselected (default) 

This configuration only displays when the ‘Award Full Eligibility for Eligible Periods Only’ configuration is not enabled.

This setting only applies to Direct Subsidized Loan and Direct Unsubsidized Loan funds.

When this field is set, the student is packaged with full prorated eligibility, similarly to when the Award Full Eligibility in Eligible Periods Only is set, but only for a Remaining Period of Study for the program. 

When this field is not set, the student is packaged with full prorated eligibility divided amongst the total terms in an Academic Year and then awarded only to the eligible periods, similarly to when the Award Full Eligibility in Eligible Periods Only is set, but only for a Remaining Period of Study for the program (e.g. 2 eligible terms out of 3 terms in an Academic Year).

Selected 

Unselected (default) 

This field only displays when the ‘Award Full Eligibility for Eligible Periods Only’ configuration is not enabled and the ‘Award Full Eligibility in Final AY Only’ is not enabled.

This setting only applies to Direct Subsidized Loan and Direct Unsubsidized Loan funds.

Selected

Unselected (default)

• Selected
• Unselected (default)

Maximum awarding of the fund allowed for a Fund Period.

Federal Award Year for a Pell.

For a loan, it would be the Loan period.

Maximum awarding of the fund allowed in total, for the student.

On ruleset-less funds, RNA considers AY0 award periods when determining if an award amount needs limited.  The amount entered here will be respected by the fund if the fund is not governed by a rule set, i.e., it is a "rule set-less" fund.  

Determines how FAY based awards will be packaged in a crossover period (for FAY based funds only). 

Exhaust current year: If any eligibility remains for the Prior Year, award from the Prior Year. If none, award from the Next Year.

Award ONLY from the Prior Year: Award ONLY from the Prior Year. Do NOT award from the Next Year even if zero eligibility remains from the Prior Year.

Award ONLY for the Next Year: Award ONLY from the Next Year. Do NOT award from the Prior Year even if eligibility remains from the Prior Year.

Inherit (default value)

Exhaust current year

Award ONLY from prior Year

Award ONLY for next Year

Used to determine when RNA should auto-create additional awards for Grade Level change increases.

If this field is set to "Yes," the increased mid-year grade level eligibility will be automatically awarded as a new award. The new award will follow the same fund acceptance rules per the Fund Setup Initial Status, Override Award Status or the Use UDF Award Status. 

Used to determine when RNA should auto-create additional awards for Grade Level Change increases during an academic year.

If “yes”, increased mid-year grade level eligibility will be awarded.

If “No,” additional awards will not be offered for mid-year grade level increases.

Inherited

Yes

No

The default value is "Inherited" (inherited from the Campus Level).

(Available on Institution, Campus, and Fund Configurations)

Designates if the fund is a need-based fund or a non-need-based fund.

If awarding to COA:

When Replaces EFC is true, then the fund can be awarded beyond Remaining Unmet Need up to the amount of the EFC (as long as the EFC for the period was not already replaced by another Fund, and honoring all other eligibility limits). Eligibility for such need-based funds is calculated as COA - EFC - EFA + lesser of remaining COA or remaining unused EFC (Result is pretty much to award per COA - EFA).

When Replaces EFC is false, then the EFC must be used in calculating remaining eligibility (need) for the fund.  Eligibility for such need-based funds is calculated as COA - EFC - EFA

If awarding to Direct Costs:

When Replaces EFC  is true, then the fund can be awarded beyond Remaining Unmet Need up to the amount of the EFC (as long as the EFC for the period was not already replaced by another Fund, and honoring all other eligibility limits). Eligibility for such need-based funds is calculated as Direct Costs - EFC - EFA + lesser of remaining Direct Costs or remaining unused EFC (Result is to award per Direct Costs - EFA).

When Replaces EFC is false, then the EFC must be used in calculating remaining eligibility (need) for the fund. Eligibility for such need-based funds is calculated as the lesser of Remaining Unmet Need (COA - EFC - EFA) or Remaining Unmet Direct Costs (DC - EFA)

Selected

Unselected (default)

Fund Source has Additional COA Requirements

When this option is selected, the user may access the "Available Cost Group(s)" and "Selected Cost Group(s)" lists. The multi-select list boxes allow users to configure the Costs Groups used for determining the amount (of this fund) to award the student per the Campus's Packaging Philosophy.

Selected

Unselected (default)

Display only Cost Groups within the same campus.

Display only Cost Groups associated to the same site/programs as the fund.

For example, if a fund is setup to cover program A, B and C which are all located in Site A, and the Cost Group is configured for Program D in Site A, then the Cost Group would not appear in the "Available Cost Group(s") list.

If a fund is setup to cover program A, B and C which are all located in Site A, and the Cost Group is only configured for Program A in Site A, then the Cost Group would appear in the "Available Cost Group(s)" List.

Display only Cost Groups with future or active effective date ranges; if the effective end date of the Cost Group is in the past, do not display it in the list for available Cost Groups. 

Multi-select boxes remain un-editable / disabled until the "Additional COA Requirements" checkbox is selected.

Multi-select text boxes display filterable columns for Cost Group Name, Category, Effective Start Date and Effective End Date.

Cost Groups display that the user selected from the "Available Cost Group(s)" list using the Add All, Add, Remove and Remove All buttons.

Award Minimums/Maximums Table

User may choose only one FAY. 

The fund min/max defined here is for the Award Period as a whole, it is not for each payment period within the award period.

If Date Range selected is FAY - If award is for FAY selected, the min/max entered will be used.

The fund min/max defined here is for the Award Period as a whole, it is not for each payment period within the award period.

If Date Range selected is AY - If AY start date falls within the range selected, the min/max entered will be used.

Amount Per Payment Period Table

Packaging will use a combination of Flat Rate Per Payment Period and the Amount Per Unit configured to determine the award amount when packaging. The configured amounts will then be used based on the following logic:

If the Amount Per Unit is left Blank, the Flat Amount Per PP would always be used.

If the Flat Amount Per Payment Period is left Blank, the Amount per Unit would always be used.

If neither the Amount Per Unit or the Flat Amount Per Payment Period is left blank, the Amount Per Unit will be used but will be limited by the Flat Amount Per Payment Period.

The payment period will use the Federal Award Year column along with the Effective Start Date and Effective End Date columns to determine if the fund will be packaged for the amount configured. 

If no Federal Award Year or Effective dates are configured, the configured Flat Amount Per Payment Period and/or Amount Per Unit amounts will be used for the award for all FAYs and PPs.  In this case, only one set of values (one row of data) can be configured.

Regent Award validates that the Effective Dates entered fall within the system configured effective date range for the FAY chosen.  For example, if the FAY date range is July 1 to June 30, any data sets provided for a given FAY must fall within these specific dates.  

If a NULL value is provided for an Effective Start or End Date, it will be implied that the Start or End date aligns with the FAY date range.  For example:

Data Set 1 for 2019-2020:  Null Start Date; End Date of Dec. 1, 2019;  The implied Start Date is the system's FAY start date, either July 1 or the start date of one of the Alt-FAY values, depending on configuration. 

Data Set 2 for 2019-2020:  Start Date of Dec. 2, 2019; Null End Date;  The implied End Date is the system's FAY end date, either June 30 or the end date of one of the Alt-FAY values, depending on configuration. 

Matching configured Amounts to Payment Periods:

For FAY-scoped Funds, Regent Award will first match the FAY value configured to the FAY value on the payment period.

Then the system will validate that the payment period start date falls within the effective date range provided for a given set of per PP/per Unit values.  If the payment period falls within the effective date range, the configured award amount will be used.

2018-2019

2019-2020

2020-2021

....

Multiple entries per FAY are allowed, but due to the effective date validation, the values configured in a single FAY should not be able to have overlapping effective date ranges

This field is required for FAY scope funds, except if only a single data set is configured. If there is only a single data set it means that the amount(s) configured will apply to all FAYs.

This table allows, within a given FAY, one entry can have either a NULL end date OR a NULL Start Date, while still ensuring that effective date ranges entered for the values of a given FAY are not overlapping.

• Select (Default)
• Less Than Half Time
• Half Time
• Three Quarter Time
• Full Time

If both the Enrollment Status Min and Enrollment Status Max are blank, payment period enrollment statuses are not considered for awarding.

If only the Enrollment Status Min is blank, all payment period enrollment statuses through the Enrollment Status Max configured are considered for awarding.

Enrollment status changes do not consider withdrawals or census date.

• Select (Default)
• Less Than Half Time
• Half Time
• Three Quarter Time
• Full Time

If both the Enrollment Status Min and Enrollment Status Max are blank, payment period enrollment statuses are not considered for awarding.

If only the Enrollment Status Max is blank, all payment periods with enrollment statuses greater than the Enrollment Status Min configured are considered for awarding.

Numeric values between 0 and 99.99

Allows values up to 3 places past decimal

If both the Enrollment Units Min and Enrollment Units Max are blank, payment period enrollment units are not considered for awarding.

If only the Enrollment Units Min is blank, all payment period enrollment units through the Enrollment Units Max configured are considered for awarding.

Numeric values between 0 and 99.99

Allows values up to 3 places past decimal 

If both the Enrollment Units Min and Enrollment Units Max are blank, payment period enrollment units are not considered for awarding.

If only the Enrollment Units Max is blank, all payment periods with enrollment units greater than the Enrollment Units Min configured are considered for awarding.

If both the Payment Period Start Date From and Payment Period Start Date To are blank, payment period dates are not considered for awarding.

If only the Payment Period Start Date From is blank, all payment period start dates through the Payment Period To date configured will bet considered for awarding.

If both the Payment Period Start Date From and Payment Period Start Date To are blank, payment period dates are not considered for awarding.

If only the Payment Period Start Date To is blank, all payment period start dates on or after the Payment Period From date configured are considered for awarding.

No effective dates are required if FAY is specified and only one row is configured for a given FAY.  

No effective dates are required if only one row is configured.

No effective dates are required if FAY is specified and only one row is configured for a given FAY.  

No effective dates are required if only one row is configured.

Less Than Half Time

Half Time

Three Quarter Time

Full time

Selecting a minimum/maximum enrollment status range is only available if the fund is configured with a per payment period amount.  The student's enrollment status for the payment period must fall within the selected minimum and maximum range in order to be awarded the per payment period amount indicated.

If the Minimum value is configured, it must be less than the Maximum value.

Enrollment Status Max

Less Than Half Time

Half Time

Three Quarter Time

Full time

Selecting a minimum/maximum enrollment status range is only available if the fund is configured with a per payment period amount.  The student's enrollment status for the payment period must fall within the selected minimum and maximum range in order to be awarded the per payment period amount indicated.

If the Maximum value is configured, it must be greater than the Minimum value.

Award Only if ISIR Interested in Work Study

If "Yes", only students with “Yes” (1) in the ISIR field “Interested in receiving Work-Study?” will be considered eligible for this fund. If "No", this fund will not be auto-packaged regardless of the value provided in the ISIR field “Interested in receiving Work-Study? If unselected, this fund will be awarded regardless of the value in the ISIR field “Interested in receiving Work-Study?"

Select (NULL) (default)

Yes, only students Interested in receiving Work-Study will be eligible for this fund.

No, this fund will not be auto-packaged regardless of the value provided in ISIR.

Display only if

Fund Source: Federal or State

Fund Type: Work

Begin and Cease Auto-Packaging Settings Table

If no Begin Date is configured for a specific FAY, all award periods with the specific FAY will be packaged until the Auto-Packaging Cease Date.

If no Cease Date is configured for a FAY, all award periods with the specific FAY will begin packaging as of the Auto-Packaging Begin Date and continue packaging until the FAY is closed.

If no Begin Date or Cease Date is configured for one or more FAYs, the fund will always be packaged for all non-configured FAY award periods.

Once date in ‘Cease Auto-Packaging Settings’ is reached, do not allow fund for the specified FAY to be 'auto-packaged' by any means (batch packaging scheduled over-night process, manual batch package process or MAP)

Allow fund to be manually adjusted via MAW

Do not allow fund to be increased automatically

Allow automatic negative adjustments.

Allow fund to be manually added via AAW

Once the 'cease auto-packaging date' is reached, awards will be treated similar to manual awards and will have the icon 'AC' (autopackage ceased).

Federal Perkins Loan Program, Federal Supplemental Educational Opportunity Grants (FSEOG) and the Federal Work-Study Program (FWS) will have a default date of 6/30/CCYY. **** CCYY will equal the FAY end date. For example, if FAY 2013-2014 is selected the default date will be 06/30/2014. If 2014-2015 is selected the default will be 06/30/2015

Only one entry (auto-packaging cease date) per FAY

Delay First Disbursement 30 days

If checked, delay the first disbursement 30 days. If unchecked, do NOT delay the first disbursement 30 days. 

Pertains to the first disbursement for loans for first-time students. 

Optional 

Checkbox

Selected

Unselected (default) 

The fund will inherit the value chosen at the Campus level but will have the option to change this value. 

Selected

Unselected (default) 

Pay one disbursement without verification

Pay one disbursement without verification, Undergraduate Only

Pay no disbursements without verification

Pay no disbursements without verification, Undergraduate Only

Pay all disbursements without verification

Default setting for each fund:

For Pell, display only two options in the drop down:

Pay one disbursement without verification

Pay no disbursements without verification (default)

For DL Sub display only one option in the drop down:

Pay no disbursements without verification

All the rest of the COD-based funds:

Allow all three options

Default option will be “Pay no disbursements without verification”

For non-COD-based funds:

Allow all three options

Default option will be “Pay all disbursements without verification”

Selected (default)

Unselected 

Default to "Yes" for awards that are reported to COD.

When "No" is selected, students on a LOA will not receive funds via the EST for A/R process for the entire duration of the break. When "Only for prior completed payment periods only" is selected, funds from the current payment period will not be disbursed during the LOA, but funds for prior completed payment periods will be disbursed. Funds that are setup to be non-disbursable or are not disbursed by the system are not affected by this option.

Inherit

Yes

No

Only for prior completed payment periods

For Fund Name = Direct Graduate PLUS Loan, Direct Plus Loan, Direct Subsidized Loan and Direct Unsubsidized Loan default to "No", for all other funds default to "Inherit"

This field is inheritable from the Campus level.

If this option is set to "No" the student will not receive any funds during a break. 

If the student has overlapping breaks with varying configuration, the most restrictive settings take precedence.

For example, an institutional break is setup to a value of "Yes", but the institutional break overlaps with a Student "LOA" break setup to a value of "No". The student should not disburse during the overlapping dates because the student break is set to the more restrictive setting.

Any disbursements scheduled during the break will be disbursed on the first EST export after the student returns from break. 

If this option is set to "Yes", and there is a scheduled disbursement during that break, the student will receive funds.

If this option is set to "Only for prior completed payment periods", late disbursements from prior completed payment periods should EST even if the student is on a break. The disbursements for the current payment period should still be blocked from EST.

Note: A late disbursement is defined as an unpaid TEACH, Pell, Direct Parent Plus, Direct Subsidized, Direct Unsubsidized, Direct Graduate Plus, SEOG and Perkins disbursement after the payment period or term has ended.  

Inherit

Yes

No

Only for prior completed payment periods

For Fund Name = Direct Graduate PLUS Loan, Direct Plus Loan, Direct Subsidized Loan and Direct Unsubsidized Loan default to "No", for all other funds default to "Inherit"

Inherit

Yes

No

Only for prior completed payment periods

For Fund Name = Direct Graduate PLUS Loan, Direct Plus Loan, Direct Subsidized Loan and Direct Unsubsidized Loan default to "No", for all other funds default to "Inherit"

Inherit

Yes

No

Only for prior completed payment periods

For Fund Name = Direct Graduate PLUS Loan, Direct Plus Loan, Direct Subsidized Loan and Direct Unsubsidized Loan default to "No", for all other funds default to "Inherit"

Inherit

Yes

No

Only for prior completed payment periods

For Fund Name = Direct Graduate PLUS Loan, Direct Plus Loan, Direct Subsidized Loan and Direct Unsubsidized Loan default to "Yes", for all other funds default to "Inherit"

Cease Disbursement Settings Table

This feature applies to both FAY-based and AY-based funds.  EST uses the Loan Period's FAY to relate to the FAY setup here.  If a fund's Loan Period's FAY does not match the FAID FAY then this feature may not work correctly. 

Date at which positive disbursements from this fund can no longer be allowed for the FAY chosen.

Default to 180 for funds in which the Fund Source = Federal; Fund Type = Loans

Default is “blank” for all other Fund Types

Date at which negative disbursements from this fund can no longer be allowed for the FAY chosen.

Default is “blank” for all other Fund Types

Selected (default)

Unselected

If the student's site is a value other than the one chosen here, do not award this fund.

If blank, there are no site-specific requirements for this award.

Selected (default)

Unselected

If the student's academic program is a value other than the one chosen here, do not award this fund.

If blank, there are no program-specific requirements for this award.

Optional

1. Required when Fund Scope is Federal Award Year. The user may choose only one FAY
2. Not required if Fund Scope is Academic Year

There is validation that the start date is prior to the end date. 

Effective Start and End Date range is based on the payment period start date. If the start date for the payment period falls somewhere between the budget start date and the budget end date, then this budget will apply to that student. (The PP start date of the period we are trying to fund needs to be in the effective date range.)

Academic Year (default)

Payment Period

This will determine which students are awarded out of this budget.  For example, if you choose AY as the period type, with a date range of 9/1/2012 through 12/1/2012, then any student’s whose AY start date falls in that range, will be awarded out of this budget.  

There is validation that the start date is prior to the end date.

The date range is based on the payment period start date.

Selected

Unselected (default)

Selected (default)

Unselected

Donor Name

Text box- alphanumeric;

60 character maximum

Email

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255 character maximum

Phone Number

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255 character maximum

 Website

Text box- alphanumeric

255 character maximum

Street Address

Text box- alphanumeric

100 character maximum

City

Text box- alphanumeric

100 character maximum

State

Zip Code

Text box- alphanumeric

13 character maximum

Donor Information Summary

WYSIWYG editor

Notes

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250 character maximum