Type of Program

• Undergraduate
• Graduate
• Post-Graduate
• Prep-Grad
• Prep-Undergrad
• Ed Licensure
• Post-Bach Licensure
• CTP Programs

If a student is enrolled in a Prep-Graduate or Prep-undergraduate program type, that the <PreprofessionalCourseworkIndicator> flag = true on the COD export.  If the student is enrolled in a program of any other program type, <PreprofessionalCourseworkIndicator> flag must = false on the COD export.

Post-Bach program are awarded at Grade Level 5 only. 

• Undergraduate certificate or diploma

• Associate’s degree

• Bachelor’s degree

• Post Baccalaureate certificate

• Master’s degree

• Doctoral degree

• First Professional degree

• Graduate/Professional certificate

• Non-credential programs

Values available for selection in this drop-down must be based on the Program Type selected - using the following rules:

Enable My Borrowing

• Selected (default)
• Unselected 

Enable Additional Regent Plan Components

• Selected (default)
• Unselected 

• Full time

• Three quarter time

• Half time

• Less than half time

Subscription Period Enrollment Level

Enrollment Level value for Subscription Period programs.

If an Enrollment Level other than ‘None’ is selected, the system will treat the program as one that uses Subscription Periods (SP). Functions such as packaging and disbursement release will use the SP Enrollment Level selected for the program.

If the SP Enrollment Level has a value of ‘None,’ the system will not apply Subscription Period rules.

SP Enrollment Level cannot be used with the ‘Enable Enrollment Anticipation’ configuration settings. Subscription Periods also cannot apply to nonterm programs.

• None (Default)

• Full Time

• Three Quarter Time

• Half Time

• Less Than Half Time

If the user selects a Subscription Period Enrollment Level value other than “None,” the system will disable the Program Setup settings for Enrollment Options Enrollment Anticipation.

Allows the school to set a specific day of the week as the first day of the instructional week for all students enrolled in this Program.

• Inherit (default)
• Sunday
• Monday
• Tuesday
• Wednesday
• Thursday
• Friday
• Saturday

Identifier for the Program from the school

External Program ID must be unique across all enterprises and institutions. The system does not consider deleted programs in the uniqueness constraint.

Indicator if students in the program are eligible for additional unsub loan amount.  

• Ineligible
• Lower Eligible
• Upper Eligible

2010 CIP Code

2020 CIP Code

• Selected
• Unselected (default)

• Yes
• No

• Yes
• No

• By default, this field should inherit it's value from the Campus level but be editable by the end user.
• If the "Assume Attendance" value is changed to Yes then this date field should default to today's date but be editable by the end user.
• If the "Assume Attendance" value is changed to No then this date field should become inactive but the last date entered should be left in the field.
• The date entered can be a date in the past from today.

• Inherit (default)
• 5
• 7

If Inherit is chosen, the Program will use the value chosen on Campus setup.

If 5 is chosen, do not count weekends when tabulating disbursement scheduling.

If 7 is chosen, do count weekends when tabulating disbursement scheduling.

• Special Admission Associate Degree Programs 
• Bachelor's Degree Completion Programs
• Not Applicable (default)
• Preparatory Coursework Graduate Professional Program
• Non-Credential Teacher Certification Program
• Preparatory Coursework Undergraduate Program

If Special Program is equal to Preparatory Coursework Graduate Professional Program on a Direct Loan origination, a school is not required to submit a Published Program Length tag.

If a Published Program Length tag is submitted and Special
Programs is equal to ‘Prep Grad’, the values will be ignored and
will not be stored on the system.

• Inherit (default)
• Yes
• No

Enrollment Options

Unselected (default)

If Enable Enrollment Anticipation is not checked, this field must be greyed out

• Selected
• Unselected (default)

Inherits default from Campus when Program is created but can be edited.

For Undergraduate Programs, the Academic Year definition should not be less than the minimal Federal Academic Year definition (24-semester credits or 36 quarter credits/30 weeks for credit hour; 900 units/26 weeks for clock hour).

For Graduate Programs, the Academic Year definition should not be less than the minimal Federal Academic Year definition (30 weeks for credit hour; 26 weeks for clock hour).

• 1
• 2
• 3
• 4
• 5
• 6
• 7

Program Completion Weeks

Published Program Length (Years)

Program length for SULA calculations.

If this field has a value, it will be used for calculating the values for the 'Regent Calculated Program Length in Years' and the 'Regent Maximum Eligibility Period' and will be the program length sent to COD.

Required for all programs. One of the three options must be selected, and the selected option must also have a numeric value. Schools can select only one of (Years, Weeks, Months.)

Validation: Schools must choose one selection option, and enter the associated value. The numeric fields will allow numeric input only: positive values, up to three decimal places. Zero is not allowed, but blank/empty values are OK (and blank values are required for the non-selected options).

Published Program Length (Months)

Program length for SULA calculations.

If this field has a value, it will be used for calculating the values for the 'Regent Calculated Program Length in Years' and the 'Regent Maximum Eligibility Period' and will be the program length sent to COD.

Published Program Length (Weeks)

Program length for SULA calculations.

If this field has a value, it will be used for calculating the values for the 'Regent Calculated Program Length in Years' and the 'Regent Maximum Eligibility Period' and will be the program length sent to COD.

Regent Calculated Program Length in Years

If the configuration is changed for the Published Program Length or Academic Year Weeks, then the system will recalculate this field's value.

The value depends on the school's selection and value for the new field Published Program Length (PPL-Y Years, PPL-M Months or PPL-W Weeks). (PPL-W Weeks will be initially populated with the value for the preexisting configuration setting, Academic Year Weeks (AYW) at upgrade). The resulting value is truncated to 3 decimal places with standard rounding. 

1. If the school selected Years, then set this field to the same value as Published Program Length in Years (PPL-Y).
2. If the school selected Months, then set this field to the calculated value of: 
   1.    (Published Program Length in Months value) x (30)  / 
          ( (Academic Year Weeks value) x 7)
3. If the school selected Weeks, then set this field to the value of:
   1.     (Published Program Length in Weeks value)  / 
          (Academic Year Weeks value) 

The resulting value is truncated to 3 decimal places.

Regent Calculated Maximum Eligibility Period

If the configuration is changed for the Published Program Length or Academic Year Weeks, then the system will recalculate this field's value.

The value is calculated using the Regent Calculated Program Length in Years.  

Calculation steps for Regent Calculated Maximum Eligibility Period:

1. Make sure the Regent Calculated Program Length in Years value is truncated to three decimal places (0.001)
2. Multiply the Regent Calculated Program Length in Years value by 1.5
3. Round to 1 decimal place (0.1) using standard rounding
4. The resulting value is the Regent Calculated Maximum Eligibility Period. 

Apply SULA Calculations

• Inherit (default)
• Yes
• No

• Selected
• Unselected (default)

• Selected (default)
• Unselected

When selected, this program is available to transfer students, and students who change program. (i.e. student with a historic CEP or transfer units)

When unselected, this blocks packaging for transfer students, and students who change program. (i.e. student with a historic CEP or transfer units)

• Selected
• Unselected (default)

When selected, this program is available to new/prospective students. (i.e. student with only 1 CourseEnrollmentProgram)

When unselected, this blocks packaging for new/prospective students. (i.e. student with only 1 CourseEnrollmentProgram)

• Inherit (default)
• Yes
• No

• Selected
• Unselected (default)

• Selected (default)
• Unselected

If this option is selected, this program will be displayed on the batch packaging screen.

If this is unselected, this program does not appear in the batch packaging screen pick list.

• Selected
• Unselected (default)

• SAY - Federal Award Year Based (default)
• BBAY1 - Borrower Based
• BBAY2 - Borrower Based
• BBAY3

• Standard Term Semester (default)
• Standard Term Trimester
• Standard Term Quarter
• Standard Term Quarter 4
• Non-Standard Term 2 SE9W Terms
• Non-Standard Term 3 SE9W Terms
• Non-Standard Term 4 SE9W Terms
• Non-Standard Term 5 SE9W Terms

• Semester Credit (default)
• Quarter Credit
• Credit Hr./Clock Hr. Conversion Semester Credit
• Credit Hr./Clock Hr. Conversion Quarter Credit
• Other Unit

• Formula 1
• Formula 3
• Formula 4

Pell COA is to be used in determining the student's Pell award, for Pell reporting to COD, and for appropriate disbursement.

See Pell COA Setup Data Elements for more information on Pell COA Setup requirements.

When this setting is Yes, Regent Award will automatically package a 3-term loan based on registration adjacent to a header/trailer term. The award would be split evenly across each of the three terms, IF this setting is 'Yes' and the student is in a SAY program with registration for header/trailer.. The feature is for SAY schools only.

• If a crossover term associated to selected program is marked "Use for Anticipation", then loans will always include header/trailer term in SAY LP and split evenly across all term in the LP
• If a crossover term associated to the selected is NOT marked "Use for Anticipation", then loans will include header/trailer term in SAY LP only when registration exists before loan has been disbursed in header/trailer term and split evenly across all term in the LP

• Yes
• No (default)

This option is only available if Academic Calendar is SAY, hidden otherwise.

Default value is No

Notes for use:

1. Term setup should not mark summer trailers as useForPlanning. Setting autoIncludeHeaderTrailer to True ('Yes') will always include the Header/Trailer term regardless of registration.

2. Campus setup should have attemptToKeepPaidDisbursementsUnchanged=True to avoid increasing paid disbursements. Without attemptToKeepPaidDisbursementsUnchanged =true, the original disbursement will change.

Show ALL grade level progression fields on the screen - and default all to a value of 0.

Logic that determines which grade level progression fields are editable on the screen is determined by the value selected in the Program Type field:

• If Undergraduate is chosen, grade level progression fields 2, 3, 4 & 5 should be editable. 6 and 7 should be shown, but are not editable.
• If Graduate is chosen, grade level progression field 7 should be editable. 2 thru 6 should be shown, but are not editable.
• If Post Graduate is chosen, grade level progression field 7 should be editable. 2 thru 6 should be shown, but are not editable.
• If Prep Undergraduate is chosen, all grade level progression fields are not editable.
• If Prep Graduate is chosen, all grade level progression fields are not editable.
• If Ed Licensure is chosen, grade level progression field 5 should be editable. 2, 3, 4, 6 and 7 should be shown, but are not editable.
• If Post Bach is chosen, grade level progression fields all grade level progression fields are not editable.
• If CTP is chosen, grade level progression fields 2, 3, 4 & 5 should be editable. 6 and 7 should be shown, but are not editable.

• Inherit (default value)
• Yes
• No

Auto-Assign Loan Crossover FAY Based on ISIR Availability

Drop-down

• Inherit (default value)
• Yes
• No

Inherits value from the Campus by default, but is editable.

When this setting is "Yes," and a student does not have an ISIR from the preferred FAY per the configured Default Academic Year Crossover Date, but the student has an ISIR from the other FAY in a crossover AY, the system will award loans using the other FAY's ISIR.

Because of the different term structures (Term, Non-Term and Non-Standard Term), the days between the completion of a course(s) and when the school will need to review the student for R2T4 will vary. In order to manage the number of days between the completed course(s) and the task being triggered, we will add three inheritable, configurable fields to the Institution and Campus set up screens to manage the different term structures. These fields are:

• Days between last completed course and task - Term
• Days between last completed course and task - Non-Term
• Days between last completed course and task - Non-Standard Term

The field 'Days between last completed course and task' on program set up will inherit its value from campus set up based on the program's academic type. For example, if campus set up is the following:

• Days between last completed course and task - Term 60 days
• Days between last completed course and task - Non-Term 30 days
• Days between last completed course and task - Non-Standard Term 14 days

And the program's academic structure (based on the programs academic calendar set up) makes it a non-term program, then the field 'Days between last completed course and task' on program set up will inherit the value of '30'.

This field pertains only to the "Review Completed Courses No Current Registration" task. When a student completes their current course(s) and is not registered for another course(s) within X number of days, the student should be reviewed for R2T4. This task will trigger on the X day after the last completed course for the student. In this field, enter the number of days after the last completed course in which the R2T4 review should be triggered / completed. This value is inherited from institution and campus set up based on the academic structure of this program.
ask ‘Review Completed Courses No Current Registration

Inherits default from campus when Program is created but can be edited . 

Only displayed for BBAY3 programs.

Although this field is technically optional, it should be treated as required when completing setup for most schools (until such time that we encounter a school that wants to continue recalculating eligibility amounts when progress is slow, i.e. a dynamic efc).

Academic Plan Payment Period Projection Method:

Applicable only to BBAY3 calendar. The option chosen here dictates how R8 will extend a payment period end date when there is not enough registered units or weeks to soft close the payment period.

These fields control how we push out a payment period end date when we do not have registration to fill in the gap between the partial registration and the PP end date, until such time that we have actual registration to set the PP end date.

CE has partial course data --> use that partial end date to apply the method chosen here if the end date is today or in the past.

If the course goes into the future we'll use that course enrollments end date to anticipate into the future.

When there is not sufficient future registration to complete the PP, a non-term PP extension (by enrollment, student pace, or fixed amount) occurs as soon as the student fails a course or otherwise does not progress as expected. The CEs would be re-rolled up after the school sends the SBL with the failed course.  RNA would then have updated CE data in the next packaging run, which would adjust the plan as needed. 

• By Enrollment
• By Program Rate
• By Fixed Amount

Applicable only to nonterm programs. The option controls how Regent Award will extend a nonterm payment period end date when the student does not have enough registered units or weeks to fill the payment period.

Only Display when BBAY3 is selected.

By Actual Enrollment - Uses the current accrual rate:

Registered Units / Duration to get the units/wk the student is earning or expected to earn.

Multiply this progress rate by the remaining number of units in the PP.

r (rate) = registered units/current number of weeks = units/week

u (remaining units) = Required PP units - Registered units

w = u / r

w will be added to today's date if registered end date is in the past.

w will be added to the registered end date if it is in the future.

the new PP length can't be less than the required minimum number of instructional weeks.

By Program - will figure out the number of weeks based on the program accrual rate

r (rate) = Program Setup AY units/AY weeks = units/week

u (remaining units) = Required PP units - Registered units

w = u / r

w will be added to today's date if registered end date is in the past.

w will be added to the registered end date if it is in the future.

the new PP length can't be less than the required minimum number of instructional weeks.

By Fixed Amount

• null or 0 days - Does nothing. 
• >0 days - Extends the PP for the number of days entered.  Days are added to the greater of either the maxRegisteredDate (end date of last course) or today’s date.  

Example: Has partial registration Jan 1-31. The end date of the enrollment would be 31. If the date is in the past, we'll use today's date and add the fixed amount number of days to that date. If the end date is in the future, we'll use that date and add the fixed number of days to that date.

• Selected (default)
• Unselected

• Selected (default)
• Unselected

If selected, this is a site that you want to offer this program, and you will indicate the settings you want to use, if you do not choose to have this site to inherit the program level settings.

If not selected, all of the fields in this row are grayed out.

• Selected (default)
• Unselected

If this is selected, this site should inherit all of the values set at the program level.

• Selected
• Unselected

• Selected
• Unselected

• Selected
• Unselected

If this option is selected, this program will be displayed on the batch packaging screen for the selected site.

If this option is unselected, it will not display in this list for the chosen site.

• Selected
• Unselected

• Selected
• Unselected