Page Comparison

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1. Go to the student.

2. Go to Menu > Person Selected > F/A Transactions.

3. In Award Code select the award (e.g. The Barrett Memorial Scholarship).

4. Select the Award Year, usually the calendar year of the last term in the academic year. For example, Fall 2023 would belong to the 2024 aid year.

5. Under Disb #1 Semester select the semester (payment period) in which to apply the award.

6. In Start/Scheduled Date, optionally choose the first disbursement date.

   1. If the chosen semester is set up under the Semester Date Maintenance it will auto fill with the starting date of the corresponding semester; you can override this date

   2. If the date field is left blank it will default to today’s date

   3. If using/creating a payment plan the start/schedule date will determine the first payment date for the payment plan.

      1. If using the payment plan override option when creating a payment plan, the start date will be the payment day for each sequential month.

7. If applying a non-federal (institutional award), the user may leave the AY#, Academic Year, and Payment Period dates empty. If applying a federal award (e.g. subsidized or unsubsidized Federal Stafford Loans or Pell Grants) processed through COD origination/disbursement functions in Campus Cafe, then you must fill in the following:

   1. AY# is the Academic Year the disbursement will be packaged under.

      1. If left blank it will default to AY 1

   2. Acad Year Begin and End Date: Determine the Academic Year dates the first disbursement will fall into. For term-based schools this usually is the same date period as the Award/Loan Period begin and end dates, which will appear of the page following once you click Add.

   3. Pay Period Start Date: This date is the payment period starting date, which is usually the start date of the student's first class within the disbursement's specified term.

   4. Pay Period Ending Date: This date is the payment period ending date, which is usually the end date of the student's last class within the disbursement's specified term.

8. To add additional disbursements, click “Add Disbursement” and repeat the steps above.

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9. Adding additional disbursements will split the total award amount among the created disbursements.

10. Click Add to create the award.

11. Details of the award appear.
    Status: Indicates the status of the award. The status impacts how the award appears on a student bill.
    Award Amount: The total amount of all scheduled disbursements within the award (regardless if they have been disbursed or not). Adjustments to Federal Award total amounts created through the Auto Packaging tool should be made to the disbursements directly through the scheduled disbursements page.
    Comment 1: A note related to the award
    Award Year: The financial aid year associated with the award
    PLUS APP ID: Manually set the PLUS Loan application ID to be used for Origination and Disbursement of the award
    Award(loan)/Loan Period From Date: The date indicating the start of the award/loan period (needed for COD origination on the Disbursement Roster)
    Award(loan) /Loan Period To Date: The date indicating the end of the award/loan period (needed for COD origination on the Disbursement Roster
    Again, Academic Year Begin and End Dates are set on the individual Scheduled Disbursements.

12. Click Save.

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