Overview

The SAP Setup screen allows a school to set up the details of how they plan to use Regent Award to provide/calculate SAP statuses for their students. Title IV funds and some state or federal aid require a student to have an eligible Satisfactory Academic Progress (SAP) status to receive a disbursement or have a 'SAP-Not Required' UDF present for the defined term for which the school has determined does not require a SAP status for disbursement. If the 'SAP-Not Required' UDF is present, the disbursement process will disregard the SAP validation for that term when determining disbursement eligibility for a subsequent term.

General Subtab

Field Name	Description	Required/Optional	Type	Values	Business Rules
SAP Status Source	Indicates whether or not the SAP status will be provided via the SIS.	Required	Drop-down	Manual SIS Provided Calculated	If Manual or SIS Provided, then all of the fields on the screen are unavailable except for Policy Name, Effective Dates, Program Type, Frequency, Maximum Time Frame and the Population Selection section. If Calculated, we need all the data elements on this screen to be provided. If the user chooses Manual, no SAP data is provided on the SBL and the user will have to manually enter all data, including the sap status, on the manual record using the SAP wizard. If the user chooses SIS Provided, the SAP data will all come from the SBL.
Policy Name	Name to identify the SAP policy rule set	Required	Text box	Text	Name assigned by the school to the SAP policy.
Effective Start Date	Date range that this SAP policy is effective.	Required	Date picker	Date	The "Date to be used when Applying the SAP Policy" in Institution Setup, in combination with the SAP policy effective dates, determine which SAP policy will be applied to the student. If SAP Policy is a PP-2 step or PP-3 step policy: - When "Date to be used when Applying SAP Policy" = Review Period End Date: If the student's Payment Period End Date falls within the SAP policy effective start and end dates, the SAP policy will be used to determine SAP for the student for the given PP. - When "Date to be used when Applying SAP Policy" = Review Period Start Date (default): If the student's Payment Period Start Date falls within the SAP policy effective start and end dates, the SAP policy will be used to determine SAP for the student for the given PP. If SAP Policy is an AY-2 step policy: - When "Date to be used when Applying SAP Policy" = Review Period End Date: If the student's Academic Year End Date falls within the SAP policy effective start and end dates, the SAP policy will be used to determine SAP for the student for the given AY. - When "Date to be used when Applying SAP Policy" = Review Period Start Date (default): If the student's Academic Year Start Date falls within the SAP policy effective start and end dates, the SAP policy will be used to determine SAP for the student for the given AY. The dates for this policy cannot overlap with another SAP policy's effective dates. A program cannot be assigned to SAP policies with overlapping effective dates.
Effective End Date	Date range that this SAP policy is effective.	Required	Date picker	Date	See Effective Start Date (listed above).
All Program Types	This checkbox indicates that this policy applies to ALL program types.	Optional	Checkbox	Selected Unselected	If this box is selected, then the Program Type drop-down should not be available.
Program Type		Required	Drop-down	Undergraduate Graduate Post-Graduate Prep-Grad Prep-Undergrad Ed Licensure Post-Bach Licensure CTP Programs	Select the program type for which this SAP policy is applicable. This field is unavailable if "All Program Types" is checked.
Frequency	The frequency for which the school wants to run this SAP Policy calculation automatically. The frequency is required in order to allow REM to create the record at the correct level (i.e, PP or AY).	Required	Drop-down	AY (2 step) PP (2 step) PP (3 step)	In the two-step process, the SAP status is moved from Satisfactory to Suspension. Schools can check each academic year or each payment period using the two-step process. Two Steps: Not Calculated or Satisfactory – > Suspension In the three-step process, the SAP status moves from Satisfactory to Warning, then to Suspension. Schools can check each payment period using the three-step process. Three Steps: Not Calculated or Satisfactory – > Warning-- > Suspension The Probation status is only added if an Appeal of Suspension is approved and it would then appear in the hierarchy as follows: Three Steps: Not Calculated or Satisfactory --> Warning --> Suspension (updated to Probation manually upon approval of an appeal) Two Steps: Not Calculated --> Suspension (updated to Probation manually upon approval of an appeal)
Perpetuate PP-level SAP Status	This flag would signal to RA that once we have a SAP value supplied by the school (SIS provided or Manually provided), RA will use this value for each consecutive payment period until the next SAP value is sent by the school. If the student's SAP status has been provided as "FA Satisfactory" for a single PP, all future PPs will receive a SAP status of "FA Satisfactory" until a new SAP status is received. If the student's SAP status has been provided as "FA Suspended" for a single PP, all future PPs will receive a SAP status of "FA Suspended" until a new SAP status is received. If the student's SAP status has been provided as "FA Probation" for a single PP, the student can be on "FA Probation" for only one payment period, because at the end of that PP, SAP should be re-evaluated. For all PPs following the "FA Probation" payment period, the PP level SAP statuses must be marked as "Not Calculated." The remaining PPs for the student will have a SAP status of "Not Calculated" until a new SAP Status is received. RA should not perpetuate the default "Satisfactory" SAP status generated for AY0. For rebuild students, RA routinely generates a default initial SAP status of “Satisfactory” if a student has either 1) an AY0 Payment Period or 2) a Paid rebuild award. If no actual SAP is provided, the system should still set a default "Satisfactory" status for the student's initial AY0. However, that "Satisfactory" SAP should not be applied to following PPs. Instead, RA should use "Not Calculated." If a school has a Perpetual SAP policy, and the school provided a SAP status for AY0, RA should use the most recent actual (historic) AY0 SAP value. The following PPs should perpetuate based on the normal Perpetuate SAP requirements.	Optional	Drop-down	No, Yes	Display only when "SAP Status Source" = "SIS" or "Manual" (do not display this field when SAP Status Source is "Calculated") Display only when "SAP Frequency" = "PP2Step" or "PP3Step." Default to "No" when creating a new SAP policy
Maximum Time Frame	The student can attempt up to 150% of the number of units required to complete the academic program.	Required	Text box	Percentage	Numeric value from 100 to 150, 'Blank' value is allowed. Blank means that this field is ignored during SAP calculation.
CBE Qualitative SAP	The SBL will allow the school to enter any value in a new field called "qualitativeAssessmentForCBE" (on the SAP node of the SBL) in order to indicate that the student has "passed" qualitative SAP. If the "qualitativeAssessmentForCBE" field on the SBL is NULL, that will indicate that the student has failed the qualitative portion of the SAP calculation.	Required	Drop-down	Yes No (default)	Display this option only when the SAP Policy type = "Calculated" If “Yes” is chosen in this field, hide the “SIS Provided GPA” field and the GPA section of the screen.
SIS Provided GPA		View Only			Defaults to Yes. If Yes is selected, then the system expects the GPA data to be sent via the SBL, and the system will not calculate it.
SIS Provided Pace		Required	Drop-down	Yes No	If Yes is selected, then the system expects the Pace data to be sent via the SBL, and the system will not calculate it.
SIS Provided Max Timeframe %		Required	Drop-down	Yes No	If Yes is selected, then the system expects the MTF % data to be sent via the SBL, and the system will not calculate it.
Calculate SAP on Unattended Periods	When checked, Regent Award will calculate SAP whenever a school sends a SAP node containing a cumulativeGPA for a review period covered by the Calculated SAP policy and if the PP/term is on the Academic Plan (based on the SBL provided SAP data). Regent Award will calculate SAP on these periods even when there are no attended units in the period, but only program applicable units are applied towards quantitative (PACE) calculations. For qualitative (GPA) portion, we are just comparing GPA from the SAP node, to the requirements, outlined in the GPA benchmark table on SAP Setup in RA, to determine if they passed or not. When there are only non-program applicable courses, "0" is used for PACE calculations. Applies to all program types and calendar types (NT, TERM, NST).	Optional	Checkbox	Selected Unselected (default)	The option only displays on the UI when the SAP Status Source is “Calculated.” This option will default to unchecked (not in use, so no change to current functionality). This option will only calculate (and display on the UI) for for PP Frequency types: PP (2 step) and PP (3 step).
Inherit SAP for Unattempted Periods	If this feature is set to "Yes," once a term's SAP Date has been reached, and the SAP process has been executed, that term will inherit the prior term's SAP status if: The term has not received a SAP status AND The term has no attempted units AND The term is marked with an enrollment status of "Autowithdrawn" or "Actual - None" AND A SAP Node containing either a Cumulative GPA or a SAP status has NOT been provided via the SBL, for the term. A manual, calculated, or SIS provided SAP status ALWAYS take precedence over the inherited SAP status regardless of the SAP date, if it is added after the term has Inherited SAP. Note: The SAP date for the inherited SAP status should be set to the date that the SAP Process was run (whether it was running alone or as part of BP) that resulted in the inherited status. This feature applies only to term and non-standard term programs. In the case of program changes, the “Use Prior Program SAP Status when Program is Changed” selection made by the school overrides the new Inherit configuration. See Institution Setup Requirements. If a student's academic plan is covered by two SAP policies over time, and those two policies have this flag set differently, as long as the student is CURRENTLY governed by a policy that is using this new feature (Inherit SAP for Unattempted Periods = Yes) then SAP statuses should be used to inherit SAP, even if those SAP statuses are on terms that are governed by a policy that has Inherit SAP for Unattempted Periods = No.	Optional	Checkbox	Selected Unselected (default)	Display for PP-based SAP policies only. This does not apply to AY-based SAP.
GPA Section
Benchmark Type		Required	Drop-down	- # PP Completed - % of Program Completed - % of Program Attempted - # of Attempted Units - # of Completed Units - % of Maximum Timeframe - Grade Level	Note: For Official SAP: Attempted units = Attended units (attempted is a SAP term). Number of PP Completed – this would not reference specific payment periods, just a number of payment periods. Unit options still apply. % of Program Completed - Range of percentages, completed units over the number of units in the program. % of Program Attempted - Range of percentages, attempted units over the number of units in the program. Number of Attempted Units - Range of attempted units. Number of Completed Units - The student can complete units in the amount of up to 150% of the amount of credits it takes to complete the program. % of Maximum Timeframe - The student can attempt units in the amount of up to 150% of the amount of credits it takes to complete the program. Grade Level - 0 thru 7.
From	Range of values of the benchmark chosen.	Required	Text box	Numeric values 0.000 to 6.000	The range of values of the benchmark chosen. These range values cannot overlap with another defined range.
To	Range of values of the benchmark chosen.	Required	Text box	Numeric values 0.000 to 6.000	The range of values of the benchmark chosen. These range values cannot overlap with another defined range
Review Pd. GPA	Minimum Review Period GPA needed for the benchmark range chosen.	Optional	Text box	Numeric values 0.000 to 6.000	If the value is below this threshold, then the measure is not met.
Cumulative GPA	Cumulative GPA needed for the benchmark range chosen.	Optional	Text box	Numeric values 0.000 to 6.000	If the value is below this threshold, then the measure is not met. If the user completes both the Lifetime GPA and the Review Period GPA, both numbers will be used separately, in the SAP calc. ED has indicated Cumulative GPA must always be used. The Review Period GPA is at the school's discretion.
Completion Ratio (Pace) Section
Benchmark Type		Required	Drop-down	# PP Completed % of Program Completed % of Program Attempted # of Attempted Units # of Completed Units % of Maximum Timeframe Grade Level	Note: For Official SAP: Attempted units = Attended units. (Attempted is a SAP term) Number PP Completed – this would not reference specific payment periods, just a number of payment periods; unit options do still apply; % of Program Completed - Range of percentages, completed units over the number of units in the program % of Program Attempted - Range of percentages, attempted units over the number of units in the program Number of Attempted Units - Range of attempted units Number of Completed Units - The student can complete units in the amount of up to 150% of the amount of credits it takes to complete the program. % of Maximum Timeframe - The student can attempt units in the amount of up to 150% of the amount of credits it takes to complete the program. Grade Level - 0 thru 7
Use Review Period		Optional	Checkbox	Selected Unselected (default)	Flag to indicate Completion Ratio (Pace) should be based on the Review Period rather than the entire program. Only displayed when Benchmark Type = # of Completed Units OR # of Attempted Units. When NOT selected, the Review Period % column is hidden. If prior values existed in the Review Period % column they are set to NULL when the policy change is saved. When selected, the Cumulative % column is hidden. If prior values existed in the Cumulative % column they are set to NULL when the policy change is saved.
From	Range of values of the benchmark chosen.	Required	Text box	Numeric - Percentage 0.000 to 100.000	The range of values of the benchmark chosen. These range values cannot overlap with another defined range.
To	Range of values of the benchmark chosen.	Required	Text box	Numeric - Percentage 0.000 to 100.000	The range of values of the benchmark chosen. These range values cannot overlap with another defined range.
Review Pd. %	Minimum Review Period % needed for the benchmark range chosen.	Required	Text box	Numeric - Percentage 0.000 to 100.000	For grad/prof programs, this may be given in a number of years rather than percent of program units attempted. 1 - Formula: Possible to meet MTF: Attempted Credits (including transfer credits) / Remaining Credits in Program must be less than or equal to the MTF percentage. If not, the student fails SAP and is ineligible for TItle IV. Failing to meet this requirement results in immediate suspension and a message on the student's SAP wizard screen for the review period indicating "Mathematically unable to meet Maximum Time Frame" regardless of what the Regular MTF formula (below) indicates. 2 - MTF Regular Formula: Credits attempted/Credits in program = MTF percentage.
Cumulative %	Cumulative % needed for the benchmark range chosen. Maximum percentage of program units the student may attempt. For Undergraduate programs, this is 150%. Institution determines for grad/prof programs.	Required	Text box	Numeric - Percentage 0.000 to 100.000	If the value is below this threshold, then the measure is not met.
Include Disqualified Repeat Units	Include disqualified repeat units in the calculation of attended units to be used in the Pace calculation.	Optional	Checkbox	Selected Unselected (default)	If selected, Disqualified Repeat Units will be included in the calculation
Include Remedial Units	Include all remedial units in the calculation of attended units to be used in the Pace calculation.	Optional	Checkbox	Selected Unselected (default)	If selected, Remedial Units will be included in the calculation
Include Non-Program Applicable Units	Include all non-program applicable units in the calculation of attended units to be used in the Pace calculation.	Optional	Checkbox	Selected Unselected (default)	If selected, Non-Program Applicable Units will be included in the calculation
Include Attended courses dropped on or before Term Last Day for Drop/Add	Include units if the course withdraw date was before (not on) the Term-level "Last Day for Drop/Add" date, in the calculation of attended units to be used.			Selected Unselected (default)	If selected, Attended courses dropped on or before the Term-level "Last Day for Drop/Add" date will be included in the calculation.
Population Selection
Apply SAP Policy to all selected Program Types	Select this box to apply this SAP policy to all the programs that are set up for the site, at any given point in time, that meet the program type and grade level criteria chosen.	Optional	Checkbox	Selected Unselected (default)	If selected, apply the restrictions selected to all academic programs that are set up in the system for the selected Campus (location).
Available Programs	List of available programs that can be associated to the SAP Policy.	Optional	Multi-select list box	Program list
Selected Programs	List of programs chosen to be associated to the SAP Policy.	Optional	Multi-select list box	Program list

Overview

General Subtab

GPA Section

Completion Ratio (Pace) Section

Population Selection

Browser not supported