General Subtab
These data elements are included in the setup of each fund defined.
| Field Name | Description | Required/ Optional/ Read-Only | Type | Values | Business Rules |
|---|---|---|---|---|---|
| Fund Name | Fund name | Required | Text - 40 characters maximum | Alphanumeric | Not editable for Title IV funds. |
| Official Fund Name | Optional | Drop-down | The options available here will be dependent upon the value chosen under Fund Type.
| 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. | |
| Display Name | When text is entered into this field, the Fund Display Name is displayed in the Student Experience portal. If this textbox is blank, the Fund Name is displayed. | Optional | Text - 30 alphanumeric characters max | Blank is Default | |
| Fund Source | Funding source | Optional | Drop-down |
| Not editable for Title IV funds. |
| Fund Type | Optional | Drop-down | The options available here will be dependent upon the value chosen under Fund Source.
| Not editable for Title IV funds. | |
| Fund Scope | Required | Drop-down |
| 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. | |
Alternative FAY Schedule | 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 | Drop-down |
| This setting will only be available when 'Fund Scope' selection is 'Federal Award Year.' |
Allow multiple FAY scoped awards per period | This field allows Regent Award to support multiple FAY-based awards per period per student. If set to No:
If set to Yes:
| Optional (see Business Rules) | Checkbox |
| 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:
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. |
| Allow Awards From More Than One Available FAY per Crossover Period | When this setting is Yes, the payment period may contain an award from the prior-year FAY as well as the next-year FAY if in a crossover payment period that spans multiple FAYs. When this setting is No, all awards from the fund in the same payment period must be from the same FAY. | Optional (See business rules) | Checkbox |
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Rule Set Applicability Period | Used to determine how the Rule Set Start Date is applied. | Optional | Drop-down | Federal Award Year Academic Year Payment Period Packaging Date | |
| Replaces EFC | 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) | Optional | Checkbox | Selected Unselected (default) | Not editable for Title IV fund |
| Adjust After Census Date | 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. | Optional | Checkbox | 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. |
| CTP Eligible | 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. | Optional | Checkbox | Selected Unselected(default) | Not editable for Title IV funds. |
| Active? | Indicates whether the fund is allowed to be used for awarding. If inactive, do not allow any awarding from this fund. | Optional | Checkbox | Selected Unselected(default) | |
| Award Full Eligibility for Eligible Periods Only | The setting controls the per-term maximum amounts for AY-based awards for term students who have some ineligible terms in an Academic Year. When the setting is selected, Regent Award awards full eligibility (the full AY award amount) among the available eligible terms. When the setting is unselected (checkbox is unchecked), for every eligible term in the AY, Regent Award applies a per-term cap on eligibility based on the number of total terms in the Academic Year. The system awards no more per term than the total AY amount, divided by the number of terms in the AY. For example, if a student has a three-term AY, and the middle term is ineligible, Regent Award can distribute a $3000 award amount in two ways: Total award eligibility: $3,000 1. With setting Yes (selected), the full $3000 award is distributed:
2. With setting No (unselected), the per-term maximum is $1000 per term:
For a SAY school (Fall / Spring) with an optional Summer term, if Summer is not Anticipated but there is Summer registration, "Award Full Eligibility for Eligible Periods Only" would be set to unselected. If Summer is not anticipated, leave the Summer term’s "Use for Anticipation" setting as No as well. If the student registers for summer, the term will be included in the student's AY but will receive any awarding leftover from the Fall/Spring AY, up to COA in the Summer term. | Optional | Checkbox | Selected Unselected (default) | When this setting is true (selected/checked), the student is awarded the full eligible amount for the Academic Year. The total eligible amount is distributed across all enrollment periods for which they are eligible. When this setting is false (unselected/unchecked), the student's amounts for each eligible term are limited to the total AY amount, divided across the number of terms in a full Academic Year's worth of enrollment. For a shortened remaining period of study (RPS) AY, the total amount is divided across the number of terms in the RPS AY. |
| Award Full Eligibility in Final AY Only | 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). | Optional | Checkbox | 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. |
| Award Full Eligibility in RPS Only | 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). | Optional | Checkbox | 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. |
| Display on Financial Aid Portlet | When this field is selected, the fund will display on the Financial Aid component of the Student Portal. When it is not selected, the fund will not display on the portal, therefore, the student will not be able to take any actions regarding this fund. | Optional | Checkbox | Default is Selected | This field should only display if the Financial Aid component of the Student Experience Portal is in use. See Portal Setup Data Elements |
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. | Required (defaults to No) | Yes/No |
| Default value is No. The setting is only available (can only be set to Yes) for Title IV Direct Loans. |
| Description | Description of fund - the text entered here will display on the Awards Portlet when a student clicks on the fund name. | Optional | Text - 256 characters maximum | ||
| External ID | Editable, defined by the school | Optional | Text - 40 characters maximum | 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. | |
| External ID 2 | Fund identifier as recognized by the school's A/R system. | Optional | Text - 40 characters maximum | 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. | |
| Institutional External Fund ID | Institutional identifier for fund | Optional | Text | Alphanumeric | Optional; however, the field must have a non-blank value, unique within the Institution, to allow fund-specific Document assignment during packaging. |
| School ID | For state reporting purposes. | Optional | Text - 40 characters maximum | 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. | |
| Agency Program ID | Used to link a fund to an external program. | Optional | Text - Unlimited Character Field | 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. | |
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. |
Multiple Disbursement Requirement | If checked, for sub and unsub loans, the school is required to have multiple disbursements for the first loan payment period for first time, first-year 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. |
| Disclosure Statement Print Code | Indicates whether the school or COD will print the Disclosure Statement. The party (school or COD) who is responsible for mailing the Disclosure Statement is also responsible for printing and mailing the Plain Language Disclosure Statement. | Optional | Drop-down | Y R S | These two fields will be active only for: Inactive for all other funds, and newly added state or institutional funds. |
| Allow Auto-Adjustment of Paid Disbursements | Allows the user to indicate whether Regent Award can or cannot reduce award disbursements that have been PAID. An R2T4 can reduce paid funds no matter what this setting is. For details on how this setting impacts the increase, decrease and creation of disbursements, and how it works in conjunction with the Campus Setup setting "," see Fund Setup - Treatment of Paid vs Unpaid Disbursements | Required | Drop-Down | 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. |
| Automatically Award Grade Level Progression | 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. | Required | Drop-down | Inherited Yes No | The default value is "Inherited" (inherited from the Campus Level). (Available on Institution, Campus, and Fund Configurations) |
| State Grant Census Date | Select which State Grant Census Date to use for packaging. | Optional | Drop-down | 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. |
FAY Crossover Awarding | 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. | Required when Fund Scope = Federal Award Year. | Drop-down | Inherit (default value) Exhaust current year Award ONLY from prior Year Award ONLY for next Year | This field should display on the Fund Setup screen ONLY when the Fund Scope = Federal Award Year. |
| Allow Partial Payments | This flag will manage the scenario for when there is a difference between the Last COD Accepted Amount and the current Disbursement Amount at the time of EST. | Required | Drop-down | Inherit (default) Yes No | |
Allow Packaging to Move Paid Disbursements | When this field is checked, Regent Award will allow packaging to move paid disbursements from the payment period in which they were originally paid to another payment period. When this field is unchecked, Regent Award will present a packaging error and prevent the disbursement from being moved. | Required | Drop-down | Inherit (default) Yes No | Inherits from Campus. |
| Freeze Amounts | 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. | Required | Drop- down | Past Award Periods (default) Past Payment Periods | |
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. | Required | Drop-down | Inherit (default value) Yes No | Defaults to the value set on the campus level |
| Awarding Rules | |||||
| Rounding | Defines if awarded funds should be rounded to the nearest dollar or nearest cent. | Required | Drop-down | 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. |
| Initial Status | When the fund is first assigned to the student the default award status is set to the status in the Initial Status field. | Optional | Drop-down | 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. | Read-Only | Checkbox | 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. | Optional | Drop-down | Select UDF (default) List of User-Defined Fields configured in Institution Setup | Drop-down menu displays a list of User Defined Fields - see /wiki/spaces/REM/pages/7012815. When the drop-down menu displays, it is sorted with "Select UDF" at the top, then in alphabetical order A-Z by Field Name. If a user changes the value to "Select UDF," the system clears the UDF linkage from the fund. UDF values are not case sensitive. "OFFERED" and "Offered" and "offered" will all set the Award Status to "OFFERED" in Regent Award. The UDF Award Status does not change the status of existing awards for the following situations: Manual awards Awards accepted by a student on the Student Portal Awards edited by a user in Modify Award Wizard (MAW) Past awards in closed periods that are no longer being repackaged COD-based awards that were already Originated at COD with Accepted status. Example scenarios for existing COD-based awards: Moving from Passive to Active Acceptance (new UDF value is "OFFERED") - originated COD awards already in Accepted status remain in Accepted status. Moving from Passive to Active Acceptance (new UDF value is "OFFERED") - unoriginated COD awards for funds configured to be created in Offered status will change to Offered status. Moving from Active to Passive Acceptance (new UDF value is "ACCEPTED") - Accepted and Offered awards will both change to Accepted status. When a new UDF status value is sent for non-COD awards, any unpaid awards will change status immediately upon repackaging with the new UDF value. For example, an institutional fund, SEOG, or FWS would all change status immediately upon sending the new UDF. |
Statement of Understanding | This option determines whether or not to display funds to the student in the Awards Portlet (on the Student Portal) after the ‘Statement of Understanding’ has been completed by the student. When this option is checked, it requires the student to acknowledge a Statement of Understanding prior to viewing, accepting, or declining the fund's amount in the Financial Aid component of Student Experience of the Awards Portlet of the Student Portal. All funds configured will require Active Acceptance if the award is in an 'Offered' status. | Optional | Checkbox | Selected Unselected (default) | |
| Adjustments Allowed | 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. | Optional | Multi-select list box | 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. |
| FAP Limit (max allowed for a FAP) | 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. | Optional | Text - 6 characters maximum | Numeric | |
| Aggregate Limit | 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. | Optional | Text - 6 characters maximum | Numeric | |
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. | Optional | Drop-down | 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. |
| Prorate Distribution Amounts | When this checkbox is selected, the calculated distribution amounts will be prorated based on the program applicable, registered units for the period out of the minimum full-time enrollment level for the program. Anticipated periods use anticipated units for the period. Proration does not apply to nonterm programs. | Optional | Checkbox |
| Proration Logic:
Calculated Eligibility Amount (Eligible Amount):
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| Award to "Default" Award Period Only | When this field is set to "Yes" and the fund is being auto-packaged, Regent Award will attempt to award the fund on the "default" loan period only. The fund may be added to other loan 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," Regent Award will attempt only to award 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.
The setting works similarly for FAY based funds, which are also placed on a "default loan period" in the Regent Award database when they are created.
| Required | Drop-down | No (default) Yes | Available to all funds. |
| Amount Per Payment Period | Allows amounts per Payment Period to be configured that can be used in awarding for rulesetless funds. | Optional | Drop-down | Yes No | 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. |
| Exclude Header and Trailers | When this checkbox is selected, terms configured with a Header or Trailer are not included in the award distribution across payment periods for term-based programs. | Optional | Checkbox |
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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. | |||||
| Federal Award Year | 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 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. This check is not performed for AY-Scoped funds. 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. | Optional | Drop-down | 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. |
| Flat Amount Per Payment Period | Allows a flat amount to be entered that applies to the payment period | Optional | Text box | Numerical | Either the Amount Per Payment Period or the Amount Per Unit must be configured. |
| Amount Per Unit | Allows a per unit amount to be entered that applies to the payment period | Optional | Text box | Numerical | Either the Amount Per Payment Period or the Amount Per Unit must be configured. |
| Effective Start Date | Determines the start date for when a fund can be awarded. | Optional | Date picker | Date | Either the effective begin or end date are required, except: 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. |
| Effective End Date | Determines the end date for when a fund can be awarded up to. | Optional | Date picker | Date | Either the effective begin and end date are required, except: 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. |
| Repackaging Option for Changes to Packaging Philosophy | When repackaging this fund, the 'Package To' target will use the current and future (open) payment period costs plus any previously packaged or disbursed amounts and will evenly distribute disbursements. | Optional | Checkbox | Selected Unselected (default) | This field is only available for the Subsidized, Unsubsidized and Graduate PLUS loans. |
| Enrollment Status Min | Determines the minimum enrollment level needed to award the fund | Optional | Drop-down | 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 | Determines the maximum enrollment level needed to award the fund | Optional | Drop-down | 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. |
| If no ISIR, allow awarding from Estimated EFC when available | 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. | Optional | Checkbox | Selected Unselected (default) | |
| ISIR Required? | When ISIR Required? is true, then the fund may not be awarded without an ISIR with a valid, non-blank, EFC. When ISIR Required? is false, then the student will be treated as having an EFC of “0” whether or not they have an ISIR. When the ISIR is not available, all awards must be put into "Estimated" status. When this box is checked, a user should not be able to modify an award in an "Estimated" status via the MAW. | Optional | Checkbox | Selected Unselected (default) | Not editable for Title IV fund |
SAP Required | If checked, this fund cannot be disbursed to a student with a SAP status of “FASuspended” or "MTFSuspended." The "SAP Required" checkbox should be checked by default for all federal funds. For non-federal funds, if this checkbox is unchecked, the SAP check by EST should be bypassed as the fund can be disbursed regardless of the student's SAP status. | Optional | Checkbox | Selected (default) Unselected | |
| Payment Verification Option | Indicates the disbursement action to be taken on disbursements for this fund, depending on the verification status of the paying ISIR for the award. | Optional | Drop-down | 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” |
| Offered Awards Expire | The number of days after an award has been offered to a student that it must be accepted, or the offer expires and is no longer available to the student. | Optional | Text | Numeric | Leave blank if no expiration data is needed. |
| ISIR Correction Response is Required for Disbursements | When this flag is checked, disbursements will be blocked if the Active ISIR has had a correction exported and no response has been received. | Optional | Checkbox | Selected (default) Unselected | Default to "Yes" for awards that are reported to COD. |
Award Only if ISIR Interested in Work Study | Optional | Drop-down | 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. | : Federal or State : Work | |
Award Minimums/Maximums | |||||
| Federal Award Year | The FAY selection field will be available if the Fund's Fund Scope = FAY. | Required if Federal Award Year is chosen from Fund Scope | Drop-down | Populate from list of available federal award years. | 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. |
| Begin Date | The Date Range selection fields will be available if the Fund's Fund Scope = AY. | The Begin Date is required if Academic Year is chosen from Fund Scope; the End Date can remain empty. | Date | 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. | |
| End Date | Date | ||||
| Minimum amount | Defines the minimum amount of this award, per student, for the defined period. | Required if scope is chosen | Text | Currency value | Available for all funds. |
| Maximum amount | Defines the maximum amount of this award, per student, for the defined period. | Required if scope is chosen | Text | Currency value | Available for all funds. |
Auto-package Using Document(s) | |||||
| 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. | |||||
| Require Satisfied Document(s) | Select this option if the Selected Document(s) must be in a “Satisfied” status in order for the student to be eligible for this fund. If multiple documents are selected, and those documents apply to the same scope value for awarding purposes, all documents for the same timeframe must be in a "Satisfied" status for the student to be eligible for the fund. | Optional | Checkbox | Selected Unselected (default) | |
| Available Document(s) | Documents that meet the following criteria: 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 | Optional | Multi-select list box | ||
| Selected Document(s) | Documents that the user selected to determine eligibility for the fund using the Add All, Add, Remove, and Remove All buttons. | Optional | Multi-select list box | ||
Cease Auto-Packaging Settings | |||||
| Federal Award Year | Optional | Drop-down | Populate from list of available federal award years. | ||
| Auto-Packaging Cease Date | Date at which auto-packaging (batch packaging scheduled over-night process, manual batch package process or MAP) will cease. | Optional | Date | 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 | |
Cease Disbursement Settings | |||||
| Federal Award Year | 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. | Optional | Drop--down | Populate from list of available federal award years. | |
| Positive Cease Date | Date at which positive disbursements from this fund can no longer be allowed for the FAY chosen. | Optional | Date | ||
| Positive Offset Days | Number of days after the end of the loan period for which positive disbursements must no longer be allowed for this funds. EST should look at the minimum of either the cease disbursement date or the offset days date. | Optional | Text | Default to 180 for funds in which the Fund Source = Federal; Fund Type = Loans Default is “blank” for all other Fund Types | Positive, whole numbers only |
| Negative Cease Date | Date at which negative disbursements from this fund can no longer be allowed for the FAY chosen. | Optional | Date | ||
| Negative Offset Days | Number of days after the end of the loan period for which positive disbursements must no longer be allowed for this funds. EST should look at the minimum of either the cease disbursement date or the offset days date. | Optional | Text | Default is “blank” for all other Fund Types | Positive, whole numbers only |
Budget Settings | |||||
| This fund has Budgets | Determines whether or not this fund has an unlimited budget | Optional | Checkbox | 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. |
| Budget Scope | The Fund's Budget Scope will be used to determine the necessary FAY when finding a budget match. | Required if the "This fund has budgets" checkbox is selected | Drop-down | 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. |
Fund Disbursement During Breaks | |||||
| Allow disbursement of funds to students on LOA breaks | 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. | Optional | Drop-down | 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. |
| Allow disbursement of funds to students on CORE breaks | When "No" is selected, students on a CORE 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 CORE, 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. | Optional | Drop-down | 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" | |
| Allow disbursement of funds to students on Administrative breaks | When "No" is selected, students on an Administrative break 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 Administrative break, 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. | Optional | Drop-down | 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" | |
| Allow disbursement of funds to students on Unapproved breaks | When "No" is selected, students on an Unapproved break 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 Unapproved break, 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. | Optional | Drop-down | 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" | |
| Allow disbursement of funds to students on Institutional breaks | When "No" is selected, students on an Institutional break 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 Institutional break, 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. | Optional | Drop-down | 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" | |
Additional COD Requirements | |||||
| 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. | Optional | Checkbox | Selected Unselected (default) | |
| Available Cost Group(s) | 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. | Optional | Multi-select list box | 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. | |
| Selected Cost Group(s) | Cost Groups display that the user selected from the "Available Cost Group(s)" list using the Add All, Add, Remove and Remove All buttons. | Optional | Multi-select list box | Display all Cost Groups that have ever been selected to be associated to this fund, regardless of effective start and end dates. | |
Sites Tab
| Field Name | Description | Required/ Optional/ Read-Only | Type | Value | Business Rules |
|---|---|---|---|---|---|
| All sites checkbox | All sites set up in the Campus are eligible for the fund, even those sites that are not currently set up in the system, but are set up as some future point in time. | Optional | Checkbox | Selected (default) Unselected | For federal funds, all sites are eligible. |
| Available Sites | List of sites that can be associated with the Fund | Optional | Multi-select list box | Populated with all sites in Campus | 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 Sites | List of sites that have been chosen to be associated with the Fund | Optional | Multi-select list box | When removing the last selected site, a warning message will appear stating that any programs associated to the site will be removed in the program association tab. |
Programs Tab
| Field Name | Description | Required/ Optional/ Read-Only | Type | Value | Business Rules |
|---|---|---|---|---|---|
| All programs checkbox | All programs set up in the system, for this campus, at any given point in time, are eligible for the fund. | Optional | Checkbox | Selected (default) Unselected | For federal funds, all programs are eligible |
| Available Programs | List of programs that can be associated with the fund. | Optional | Multi-select list box | Populate this list with all programs available at the sites selected on the sites tab. | |
| Selected Programs | List of programs that will be associated with the fund. | Optional | Multi-select list box | Populate with the chosen academic programs. | 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. |
Disbursement Schedules Tab
| Field Name | Description | Required/ Optional/ Read-Only | Type | Value | Business Rules |
|---|---|---|---|---|---|
| Schedule Name | The name of the disbursement schedule. | View only | |||
| Fund | The name of the fund | View only | |||
| Start Date | The starting effective date of the fund. | View only | |||
| End Date | The ending effective date of the fund. | View only | |||
| All programs | Indicates if the All Programs flag is selected on the disbursement schedule. | View only |
Budgets Tab
| Field Name | Description | Required/ Optional/ Read-Only | Type | Value | Business Rules |
|---|---|---|---|---|---|
| Budget Name | Name of the budget | Required | Text box - alphanumeric 50 characters max | ||
| Budget Amount | Total amount of dollars available for this fund (for this budget) | Required | Text box - numeric 0 | 0 to 9,999,999,999.99 | Default to $0 |
| Federal Award Year | This field should only display if the Budget Scope chosen on the Fund Setup General Tab is Federal Award Year. | Required | Drop-down | The user may choose only one FAY | |
| Effective Start Date | Determines the date range that the budget will be used. For example, of the students who meet the criteria for the Period Start Date range filter - which PPs for those students will be funded by this budget? This date range determines that. If the PP start date for those students falls within this date range, the PP will be funded out of this budget. | Required | Date | 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.) | |
| Effective End Date | Required | Date | |||
| Start Date Filter | Period that the budget is applicable for. | Required | Radio Button | Academic Year (default) Payment Period | |
| Period Start Date | 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. | Required | Date | There is validation that the start date is prior to the end date. The date range is based on the payment period start date. | |
| Period End Date | Required | Date | |||
| Active | Indicates if the budget is currently active and in use by the school. | Optional | Checkbox | Selected Unselected (default) | |
Actuals Section | |||||
| Total Offered | For every award with the status of offered, then sum the amount for the defined period of enrollments for the fund. | Optional | View only | $0 to $9,999,999,999.99 | Calculated |
| Total Accepted | For every award with the status of accepted, then sum the amount for the defined period of enrollments for the fund. | Optional | View only | $0 to $9,999,999,999.99 | Calculated |
| Total Paid | For every disbursement of this award, with the status of paid, sum the disbursement amounts for the defined period and for the fund. | Optional | View only | $0 to $9,999,999,999.99 | Calculated |
| Total Unfunded | Amount of funds for which there are student's eligible to receive the award, but there is not enough budget to award. | Optional | View only | $0 to $9,999,999,999.99 | Calculated |
| Balance Remaining to Offer | Balance of the Adjusted Amount of the budget remaining to offer. | Optional | Text box - numeric 5 characters max | ||
Sites Section | |||||
| Apply budget to all sites by default | Budget will apply to all sites set up in the system, under that Campus. | Optional | Checkbox | Selected (default) Unselected | |
| Available Sites | List of all sites associated to this fund. | Optional | Multi-select list box | Populate this box with the sites that are associated with this fund. | |
| Selected Sites | The Sites that this budget applies to. | Optional | Multi-select list box | Populate with the chosen sites form the Available site list. | |
Budget History Section | |||||
| Date of Change | The date that a change was made to the budget details | View only | Date | ||
| FAY | View only | ||||
| Budget Amount | View only | Text | |||
| Effective Start Date | View only | Date | |||
| Effective End Date | View only | Date | |||
| Start Date Filter | View only | ||||
| Period Start Date | View only | Date | |||
| Period End Date | View only | Date | |||
| User ID | The user associated to the change made. | View only | Text | ||
Override Award Status Tab
This tab allows the user to override the Initial Status (default award status) on the general tab for selected sites and/or programs for this fund. Users with 'Edit Fund Setup; permissions enabled will also have access to edit the Override Award Status tab.
| Field Name | Description | Required/ Optional/ Read-Only | Type | Values | Business Rules |
|---|---|---|---|---|---|
| Apply Override Award status to All sites | When "All sites" is selected in the Site Associations, it allows all sites to be eligible to use the Override Award status for the fund. | Optional | Checkbox | Selected Unselected (default) | Only the sites selected under the Fund Setup Sites tab will be listed. Upon adding or removing a site on the Fund Setup Site tab, any site associations listed will also be added or removed. If the 'Apply Override Award status to all sites' checkbox is selected, at least one program must be selected and the 'Apply Override Award status to all programs' checkbox cannot also be selected. |
| Available Sites | List of available sites that are able to be associated with the Override Award Status | N/A | Multi-select list box | Lists all sites associated with the fund on the Site tab of the fund. | Upon adding or removing a site on the Fund Setup Site tab, any site associations listed will also be added or removed. |
| Selected Sites | List of sites that have been selected to be associated with the Override Award Status | Required, if 'Apply Override status to All Sites' is Unselected. Minimum of 1 site must be configured | Multi-select list box | Upon adding or removing a site on the Fund Setup Site tab, any site associations listed will also be added or removed. | |
| Apply Override Award status to All programs | List of available programs that are able to be associated with the Override Award Status | Optional | Selected Unselected (default) | Only the programs associated with the sites selected under the Site Associations and the programs associated on the Fund Setup Programs tab will be listed. Upon adding or removing a site or program under the site Selected Sites or on the Fund Setup Site tab, any program associations listed will also be added or removed. If the 'Apply Override Award status to all programs' checkbox is selected, the 'Apply Override Award status to all sites' checkbox cannot also be selected. If the 'Apply Override Award status to all sites' checkbox is selected, at least one program must be selected. | |
| Available Programs | List of available programs that are able to be associated with the Override Award Status | N/A | Multi-select list box | Lists all programs associated with the fund on the Site tab of the fund. | Upon adding or removing a site or program under the site Selected Sites or on the Fund Setup Site tab, any program associations listed will also be added or removed. |
| Selected Programs | List of available programs that are able to be associated with the Override Award Status | Required, if 'Apply Override status to All Sites' is Unselected. Minimum of 1 program must be configured | Multi-select list box | Upon adding or removing a site or program under the site Selected Sites or on the Fund Setup Site tab, any program associations listed will also be added or removed. |