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Other aid such as Federal Supplemental Educational Opportunity Grant (FSEOG), federal work study, state and local government grants, alternative (private) loans or institutional scholarships can be set up to be packaged with Title IV aid through the use of Other Packaging Rules.
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Access to the institution's ISIRS, typically retrieved from EdConnect
An Admissions Portal form to accept inquiries created by ISIRs must be configured, so an inquiry is created when a student is not found. Possible duplicate records will also go to the Holding Table if the system detects a possible match for the ISIR to link on (based on students name, address, email, phone number) if a student doesn’t have the correct SSN listed in the system. The name of the admissions portal form (e.g. ISIR) must be set in F/A Control page.
F/A Control must be configured for Federal Financial Aid COD export to initiate
Transaction Codes and F/A Code Maintenance (award codes) must be configured
Cost of attendance must be configured
Disbursement rules must be configured
Major details for all financial aid eligible majors the CIP Code, Program Length, Length Type, Credential Level, Full Time Term Credit Hours, and Degree Seeking checkbox must be set on the major detail page
For Clock Hour programs, the "Clock Hour Indicator" must be checked, and the "Hours to Complete" must be filled in.
The students to package must have a degree row
If cost of attendance and disbursement rules are configured based on enrollment status (full time, half time, etc.) student's Part Time Code on the Degree Detail screen must be set.
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Hold - If the student has a financial aid hold it will block packaging.
MPN - Shows if there is an active MPN imported/added for a student, it will show “Expired” if an MPN exists and the expiration date has passed.
Counseling - Shows if there is an entrance counseling on record for the student
SAI - Shows the student’s SAI that will be used for Pell Packaging (-9999 or NA will be shown if an SAI isn’t calculated on the ISIR; this usually occurs when an ISIR is incomplete and only a Provisional SAI is included)
Provisional SAI - Shows the potential SAI as a reference before a finalized ISIR is received. The packaging system will not package/calculate Pell with this value. (-9999 or NA will be shown if a Provisional SAI isn’t calculated on the ISIR; most likely due to having an active SAI calculated)
Full Time Term Credit Hours - The credit hour threshold used for Enrollment Intensity percentage.
Term Credits - Shows the amount of hours a student is enrolled in from the most recent enrollment term (please note that the packaging calculations will be based on the student’s enrollment from the term that match the first term of the disbursements term rules.)
Major - the student’s current active program
Start Semester - The current active program’s starting cohort semester
IRS Request Parent/Student - The IRS Data Transfer Request tool flag
Primary EFC/SAI Formula Dependent Status - Shows the student’s dependency flag that the students unsub loan amounts will be based upon.
Session Class Level - shows the most recent session record class level for the student.
Grade Level College - shows the selected ISIR class level that is used for packaging and also exports out to COD for loan origination and disbursements.
Please note that for the 24-25 ISIR the new valid Class Levels are 1,2,3,4 (4 now being for graduate/professional degrees). However, COD is still using levels 6 and 7 for graduate programs and not grade level 4. Therefore, until COD adjusts its process to match the FAFSA grade levels, upon import of a 24-25 ISIR grade level 4 will be automatically converted to grade level 7 to allow for proper origination in COD.
Max Pell Indicator - shows the Max Pell Indicator if a student has been selected to receive full Pell calculation regardless of the posted SAI.
Minimum Pell Indicator - Shows the Minimum Pell Indicator if a student has been selected to receive the minimum Pell calculation regardless if the student’s SAI does not qualify them for Pell.
Student FTI AGI - Shows the Adjusted Gross Income reported from the IRS Linked data
Student Exempt Num - Shows the tax exemptions reported from the IRS Linked data
Student Dependents Num - Shows the dependents reported from the IRS Linked data
Parent FTI AGI - Shows the Adjusted Gross Income reported from the IRS Linked data
Parent Exempt Num - Shows the tax exemptions reported from the IRS Linked data
Parent Dependents Num - Shows the dependents reported from the IRS Linked data
Working Students to Package
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