Reports: Year Round Pell Crossover Exceptions

Owned by Emily Bivona (Deactivated)
Oct 23, 2019


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.

The school must award Pell in the "most beneficial" manner for the student. The school's definition of "most beneficial" may not necessarily mean awarding the student from the FAY that results in the highest dollar amount. If the school deems a student as most benefiting from being awarded Pell in the "other" FAY (versus the FAY currently chosen due to the Institution Setup's option, "FAY Crossover Awarding"), the FA User can manually change the crossover FAY for the payment period via MAP's Advanced Packaging screen. Schools may decide that the student's "most beneficial" outcome is to not refund Pell from one FAY and re-award Pell from another FAY.

If a school reviews a student returned in the report’s output as an exception (Return Exceptions Only = Yes) and they decide to not award the student from the “Other” FAY available for the crossover period (higher Pell dollar amount), this student will continue to display in future report outputs.

Note: Advanced MAP does not allow a user to override the FAY crossover option on closed PP / terms.

Report Requirements

  1. Payment periods / terms that begin before 7/1 and end after 6/30 are returned in the report output (referred to here as "crossover PPs").
  2. Student's enrollment is Actual or Anticipated for the crossover PP.
  3. Student has valid ISIRs in Regent Award for both FAYs for the crossover PP.
  4. The student is Pell eligible for at least 1 of the 2 FAYs (Pell Eligible Flag = Y) involved in the crossover PP.
  5. Both non-manual and manual awards are returned in the report output.
    1. For example, Regent Award will calculate the Pell amount in the crossover payment period in two ways: current crossover option vs. the “other” crossover option. The Pell award for the "current" FAY could be a manual award. The report will compare the amount of award potentially available if the crossover period were packaged using the "other" FAY, to the current, manual award.

Informational Note: When there is no Pell Schedule available for an FAY, Regent Award uses the prior FAY's Pell Schedule to determine the Pell award for that year (also known as the Supplemental Lookup). For example, if a future FAY is chosen or is included in the report's output because it is the adjacent FAY, the report output returns calculations based on the latest Pell Schedule.

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).