Title: Enhancements to Wisconsin State Grant Awarding (WG-PNP)
Tickets: RS-12376; RS-12383; RS-12384; RS-12386; RS-12387; RS-12389; RS-12437; RS-12438; RS-12362;

Description:
Regent 8 (R8) implemented several enhancements to the Wisconsin Grant (WG-PNP) awarding.

Enhancement 1

Downward adjustments are not made if the disbursement is paid AND the term is closed AND the student is moving from a 3-semester award to a 2-semester award OR a 2-semester award to a 3-semester award but will impact subsequent term eligibility.

In the event of a decrease in the calculated amount of a paid disbursement for a closed term for a student moving from a 3-semester award to a 2-semester award OR a 2-semester award to a 3-semester award, the calculated eligibility would not result in a downward adjustment but rather would impact the calculated awards for subsequent term(s) (see Initial 2-Semester Award Amounts and 3-Semester Award and Disbursement Amounts examples below). Each term’s award amount is recalculated based on the new eligibility. Remaining eligibility for subsequent term award amounts is reduced by the amount of the previously paid disbursement for the closed term. Subsequent terms will only be eligible to receive up to the remaining calculated eligibility that was not yet paid (the remaining non-spent eligibility).

If an award amount for a closed term has not yet been disbursed, the award amount must be recalculated based on current eligibility upwards or downwards before invoicing the state for disbursement.

Example 1: 2-semester award to a 3-semester award scenario
Based on the 2-semester Tuition Code 7, the student is eligible for an annual award of $3,150. A student is initially awarded and paid $1,575 for the full-time Fall and Spring terms. During the Spring semester, the student becomes eligible at 7 credits for the Summer after the Fall term has closed:

• The FT Fall term award will remain as $1,575 because the term is closed.
• The FT Spring term award would be updated from $1,575 to $1,050 because the Spring term is still open.
• The 7 credit Summer term would be eligible for the remaining eligibility of $394 (up to $3,019; $1,050 + $1,050 + $919) based on the 3-semester Tuition Code 1.

Example 2: 3-semester award to a 2-semester award scenario
If a student is initially awarded and paid based on the 3-semester tuition amount $1,050 for the full-time Fall term, $1,050 for the full-time Spring term and $919 for the 7 credit Summer term and the student drops to Less Than Half Time for the Summer after the Fall term has closed:

• The FT Fall term award would be updated from $1,050 to $1,575 regardless of term being open or closed since upward adjustments are required
• The FT Spring term award would be updated from $1,050 to $1,575. The Summer term award would be canceled (updated to zero).

Note:  In a scenario where the first term (Fall) is in a historic (AY0) Academic Year and the student is moving from a 3-semester award to a 2-semester award OR a 2-semester award to a 3-semester award, a student may be incorrectly awarded during the FAY.  The Task, "Review WG-PNP award eligibility in AY0", will be triggered.  The user may adjust WI Grant manually via Modify Award Wizard (MAW) if necessary. A manual award adjustment will mark this award as "Manual" (not managed by R8 for the remainder of FAY).

Enhancement 2

Neither upward or downward adjustments are made to disbursements after the student is fully withdrawn or graduated from school, except as a result of an R2T4. If the student returns into a new program after withdrawing or graduating from a prior program, neither upward or downward adjustments are made to the prior program, unless a reversal of the R2T4 is performed for a withdraw (returning into the same term as withdrawal).

A withdrawn course(s) will update the enrollment level for the term, regardless of whether or not the course was attended, and is required to be recalculated for open and future terms. Courses are withdrawn via the SBL if the course is no longer in attendance or if the course has been unregistered. A full withdraw from school for the current term requires an R2T4 to be performed using the calculated award amount with the enrollment level at the time of withdrawal. The R2T4 may result in a refund to disbursed Wisconsin State Grant award amounts for the term. If the award has not yet been disbursed at the time of withdrawal, the student may be eligible for a post-withdrawal disbursement of Wisconsin State Grant funds.

A full withdrawal in a given term freezes the WI state grant award in R8. A full withdrawal is identified as follows:

• Student withdrew from all active (start date in the past and end date in the future) courses within the term (but may or may not have completed courses in the payment period)
• Any non-reversed R2T4 keeps the WI award frozen for the term

The WI state grant ruleset considers the term eligible for the purposes of awarding WI state grant if:

• All current and future courses are withdrawn for the current term AND
• There is not a non-reversed R2T4 present
• AND the WI Grant > $0

Otherwise, the term is considered ineligible for the purposes of awarding WI state grant.

Note: When a full withdrawal occurs, it is possible for the previously closed term to be adjusted upward. For example,

• Fall 2017 - $1,050 (paid)
• Spring 2018 - $1,050 (unpaid)
• Summer 2018 - $1,050 (unpaid)

Student withdraws from the Spring and Summer terms during the Spring term timeframe.

• Fall 2017 - $1,050 (paid) is adjusted to $1,575 ↑
• Spring 2018 - $1,050 (unpaid) - remains unchanged due to full withdrawal
• Summer 2018 - $1,050 (unpaid) - adjusted to $0 (loss of eligibility due to withdrawal prior to the term's start date)

Since a full withdrawal would require a R2T4, this award will need to be reviewed for the entire FAY and possibly adjusted manually.

Enhancement 3

When mapping students to the school specified tuition code, the Anticipated Program Start Date instead of Program Start Date is used.

Enhancement 4

R8 freezes payment periods for WG-PNP award imported into historic (AY0) Academic Years. The AY0 payment periods are assumed to be eligible, while the amounts are locked down to prevent the award from changing. R8 also triggers a task when the following criteria are met:

• WG-PNP award is in AY0
• Award is not manual
• There is a 2- to 3- or 3- to 2- semester change for the Federal Award Year (FAY)

The task should be configured to block future disbursements for the award. Satisfying the task should remove the block. Modifying the award through the Modify Award Wizard (MAW) makes this award manual (not managed by R8 for the rest of the FAY).

Enhancement 5

The logic to match the students on the Wisconsin HEAB Roster to the students in R8 is modified to match on SSN only. The students are no longer matched on First Name + Last Name if the SSN is not found.

Enhancement 6

When a disbursement amount for the Wisconsin State Grant is recalculated for a term, an Activity Log Entry is created in R8.

Title: New Fund Setup Option to Award to the Default Award Period Only
Tickets: RS-12335; RS-12426; RS-12501;

Description:
Regent 8 (R8) Fund Setup has been enhanced with a new option that allows a school to configure whether or not to award the fund to the default award period ONLY, or to any "loan period" within the Award Period. The setting is called "Award to "Default" Award Period Only" and is set to a default value of "No."

When this field is set to "Yes" and the fund is being auto-packaged, R8 will attempt to award the fund on the "default" award period only. The fund may be added to other award periods manually. In the example below, the student has a default loan period that spans the entire Academic Year, as well as a loan period that spans only the length of the Spring 2018 term. When "Award to "Default" Award Period Only" is set to "Yes," R8 will attempt to award only to the default loan period when auto-packaging the fund. A user can manually package the fund on the single term loan period using the Add Award Wizard.

Title: New Data Views for Import Award and Rebuild Award Data

Tickets: RS-12027;

Description:
Four new data views have been added for import award and rebuild award data which will replace the existing dataExtract_ImportAwardDisbursement_View and dataExtract_RebuildAwardDisbursement_View views. These new views resolve several issues with the previous versions including:

• Import award and disbursement records which did not match a student were excluded.
• Import awards without disbursements were excluded.
• Views were not optimized for incremental export.

The new views are:

1. dataExtract_ImportAward_View_v001
2. dataExtract_ImportAwardDisbursement_View_v001
3. dataExtract_RebuildAward_View_v001
4. dataExtract_RebuildDisbursement_View_v001

Going forward the student externalId1 columns will be removed from student-based data views. The student externalId1-4 columns can be obtained by joining to the dataExtract_Student_View on studentId.

Problem: 
At a school using a student-level census date, some students had incorrect Pell Grant amounts. The amounts were unexpectedly based on the attempted units at the term's census date, instead of the units on the student-level census date.

Cause: 
When a student was first packaged with an ISIR after the term ended, in a non-crossover term, the student-level census date was correctly set to the end of the term. However, the Pell Grant calculation was using the wrong set of units to determine the Pell amounts.

Fix:
The code was changed to use the correct set of attempted units for setting the Pell Grant enrollment level and amounts.

Testing: 
At a school using student-level census, repackage an affected student with a 2018 Pell Grant. Examine the Pell amount. The amount should match the enrollment level for the attempted program-applicable units as of the term's end date.

Problem: 
A term school awarded institutional funds using a Satisfied document. R8 unexpectedly did not create the awards on a term that had Less Than Half Time (LTHT) enrollment.

Cause: 
The institutional funds were Academic Year (AY) scoped funds. R8 unexpectedly applied the logic for Federal Direct Loans to the AY scoped institutional funds, and incorrectly determined the LTHT term was ineligible for the AY-based award.

Fix:
The packaging logic was corrected for awarding non-Title-IV, AY scoped funds. Payment periods can receive those institutional funds, and do not need to be eligible for Title IV Direct Loans.

Testing:
Configure an AY scoped fund to be awarded by a Satisfied Document. Navigate to a Term student who has LTHT enrollment in one term in the AY, and Half-Time or greater enrollment in another term. Assign the Satisfied document, and package the student. R8 should create the awards on the LTHT term as well as the HT term.

Problem: 
When "For Term based programs, always include Attended Program Applicable Withdrawn Courses for Cost Items using units" is set to "Yes", the student's tuition was reduced for the attended program applicable withdrawn courses.

Cause:
When the enrollment had not reached the Census Date and was not closed, R8 was not returning the maximum of the registered units or the attempted Census Program Applicable units.

Fix:
When "For Term based programs, always include Attended Program Applicable Withdrawn Courses for Cost Items using units" is set to "Yes", R8 will use the maximum of the determined units vs the attempted Census Program Applicable units.

Testing:
When "For Term based programs, always include Attended Program Applicable Withdrawn Courses for Cost Items using units" is set to "Yes", manually update attendance and withdrawal dates in R8 or submit an SBL updating attendance and withdrawal dates in R8 and make sure the tuition costs are not reduced for the attended program applicable withdrawn courses.

Problem:
When processing Independent students through the ISIR Verification Wizard, R8 users were unexpectedly being presented with parent-related questions on Step 2 of the wizard.

Cause:
The code was initially designed to show parent-related questions for both Dependent and Independent students.

Fix:
The code was changed to separate Dependent and Independent Student questions. Now, when processing a Dependent student through the ISIR Verification Wizard, the FA user will see both student and parent-related questions. When processing an Independent student through the ISIR Verification Wizard, the FA user will see only student-related questions.

Testing:
Find an Independent student and start the ISIR Verification Wizard for an ISIR needing Verification. Ensure that parent-related questions are not presented on Step 2 of the wizard. Follow the same steps for a Dependent student and ensure that both student and parent-related questions are shown on Step 2 of the wizard.

Problem: 
There were two issues present for the student reported in this ticket:

1. A fund was awarded to a student using the “Award Eligibility using Satisfied Documents” feature on Fund Setup. The fund was paid. The student later became ineligible for the fund so the document used to award the fund is no longer in a “Satisfied” status. When R8 re-packages the student, it ignores this paid award, as if it does not exist, and adds additional funds from another award, equal to the amount of the paid award, to the student's academic plan.
2. A $10 Unsubsidized Loan fee was unexpectedly being incurred and added to the student's costs.

Cause:

1. The award is expected to be canceled due to ineligibility but has been paid so the award cannot actually be put into the Canceled status and is reduced to the amount of the paid award. This award amount was not being applied to the remaining cost balances, so other funds were awarded in excess.
2. For funds packaged to "net," during the ruleset awarding, fees are calculated based on the student's full eligibility. The student’s Grade Level Progression awards were unable to be created due to the student having a single term loan period that was blocked by rebuild awards. As a result, the net loan helper was not being called to remove anticipated fees for the Grade Level Progression awards from R8's cost trackers.

Fix:

1. R8 was updated to apply the award amounts prior to continuing on to the next package queue item.
2. R8 was updated to call the net loan amount helper for package queue items prior to going on to the next item.

Testing: 
Re-package the student with and without the satisfied document to make sure the awarding is correct for all awards on the student's academic plan.

Problem: 
When deleted Terms exist in setup, they could be used to set an anticipated Manual Academic Year (AY) Term.

Cause: 
Terms were deleted from setup.

Fix: 
Update the process that creates the anticipated Manual AY Term records to exclude deleted Terms.

Testing:
For a student where Awarding is not managed by R8 yet (i.e. pre-conversion):

1. Ensure the student's active program is Term-related and has more than one Term related to it
2. Import a term-based course
3. Import COD Rebuild Award or Import Award data for a Loan where the start/end dates include the Term from the term-related course
   • This will automatically create a Manual AY record based on the Loans start/end dates
4. The process that creates the Manual AY will also attempt to anticipate subsequent Terms on the same Track as the term-related course that are related to the same Program and are not backed by courses (or Import Awards)
   • Deleted Term(s) should now be excluded from this logic that adds anticipated Manual AY Terms