About Financial Aid Packages and Viewing ISIRs
Auto packaging evaluates a student's ISIR against the cost of attendance and disbursement rules configured in the system and then packages the student with financial aid awards. The system also allows for users to view or print the standardized EdExpress 6-page format.
Campus Cafe auto packaging supports federal subsidized and unsubsidized loans and Pell grants. It does not support Plus loans, Federal Supplemental Educational Opportunity Grant (FSEOG), federal work study, state and local government grants, alternative (private) loans or institutional scholarships.
Prerequisites
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. The name of the admissions portal form (e.g. ISIR) must be set in Custom Control FA_ISIRAPP Sequence 1, Parameter 1, and, if your institution has a second OPEID, also in Parameter 2.
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
For all financial aid eligible majors the CIP Code, Program Length, Length Type, Credential Level, 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.
Import ISIRs
Importing Institutional Student Information Records (ISIRs) to Campus Cafe allows the platform, in conjunction with the configured cost of attendance and student's academic record, to package students for federal financial aid.
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Navigate to Student Financials > F/A Packaging
Under ISIR Importing click browse
Select the file containing ISIRs
Click Import ISIR
View ISIR
Permission #1250 is required to access this function and must be set to RO (read only).
Navigate to Student Financials > F/A Packaging
Under Find Package By select the Award Year
Under Find Package By select the package status if applicable
Check "Include Non-Default" to also see all ISIRs imported that are not currently set as "Default".
Click "View ISIR" button to view ISIR which can then be printed or saved as a .pdf file.
If a student has a manual packaging row, the "View ISIR" button will not appear.
A new window will open to save or print the standardized EdExpress 6-page PDF format to assist with a user's financial aid process.
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Review & Package Students to Package
Navigate to Student Financials > F/A Packaging
Under Find Package By select the Award Year
Under Find Package By select the package statusH: Students held for verificationP: Students already packagedR: Students pending repackagingU Student is not packaged
Optionally select Include Non-Default to show non-active ISIRS. The first time an ISIR is imported, that ISIR will be marked as the default ISIR to use for that and future packaging. If the a new ISIR for the same student is imported, it will not automatically be marked as default. These newer non-default ISIRS should be reviewed for accuracy to determine if they should be set as default (active) to ensure proper packaging.
Optionally check to Include Doc Status to loan package listing with Financial Aid Required Activity Tracking Completion status. Checking this box may increase loading times depending on how many "required" financial aid activities are listed on a student's account.
Optionally select Entered/Changed Date From and To fields to query for ISIR's imported or changed within the selected date range.
Click Submit to review the packagesTo make edits or to mark a student as verified, click on the edit pencil tool of the record needing to be reviewed to take you to the Package Detail Page.
Cost of Attendance (COA) Named Rule: If applicable, Select Named COA Rulefrom the dropdown, and apply to all students that are selected in the grid.
Named Term Disbursement Rule: If applicable, Select Named Term Disbursement Rulefrom the dropdown, and apply to all students that are selected in the grid.
Student COA Academic Year: Type the academic year in which the COA Template will be applied; Please see Term Disbursement Rules regarding "Academic Year"
Default "1" for institutions with one Academic year per Financial Aid Award year (most institutions).
Student's can have separate COA's for different Academic Year's "1", "2", "3", etc. (sometimes used by clock hours/borrower based schools).
Generate Student COA: Click "Generate Student COA" to apply the corresponding COA templates to the currently selected students for the typed academic year (Generated Cost amounts can be seen in the packaging row grid after generation, and can also be reviewed under the student's packaging detail page).
Once Students have their Cost of Attendance generated, select the students to package by clicking the checkbox next to the student(s) under the "Selected" column.
Click Package Selected to package the student(s)
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Over Awarded Packaging or "Need" Check
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PLUS Loan Packaging
This documentation page aims to provide the steps to implement PLUS loans into the financial aid packaging processes.
Video Overview
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Set up Term Disbursement Rules
To set up PLUS loans for packaging, awards must set up in the Disbursement Term Rules using the Packaging Award Type "DL-PLUS" when adding a new Term Rule.
Set up the disbursements' dates and year as instructed on the Disbursement Term Rules page.
Import PLUS Applications to F/A COD Documents
Navigate to Financial Aid COD Documents from Student Financials Menu or Financial Aid Dashboard shortcut.
Click on "PLUS Documents" Tab
Click "Choose File" under the PLUS File Import section
Select the "crspXXop" file from your EdConnect download folder and click "Upload" button
Once the file successfully imports the grid will show the applications from the last imported file to review and the following fields:
The grid will show the Application ID that can be used to search for the application in COD,
The corresponding document ID
Award year
Student ID (If the SSN matches a student's on file; if no match is found the words "Unmatched SSN" will show)
Student name
Borrower Name
Endorser Name (If applicable)
Approved Loan Amount (This amount is what will be used in the auto packaging process)
Endorser Amount (If applicable)
Credit Decision showing Approved or Denied
(If Denied, the application will NOT be used to package PLUS loans through the auto packaging process. If you try to originate, it will be rejected because the application will not be linked to the award. If manually set to Approved, then you need to manually assign the PLUS loan application ID under the award detail.)
Credit Decision and Expiration dates
(If Credit Decision Expiration Date has passed, the application will NOT be used to package PLUS loans through the auto packaging process. If you try to originate, it will be rejected because the application will not be linked to the award.).
Max Loan Indicator
(If Yes, the packaging process will packaging the PLUS loan up to the remaining Cost of Attendance)
Deferment Option Flag
Six Month Deferment Option Flag
School Credit Balance Option
Credit Balance Option (Who should receive the credit balance Student or Borrower)
Borrower Overpay Code (If Yes, then PLUS loan packaging will be blocked)
Loan Request Start and End Dates
Credit Requirements Met (If 'No' then PLUS loan packaging will be blocked)
To see previously imported files, select a date range from the filters section and click "Filter"
Manually Adding
If an application filed in COD, but has not been received through a "crspXXop" file, then one can be manually created to package a student.
Find the PLUS application in COD by using the PLUS search tool
Click the "New" button from grid menu optionsFill out the Application ID and other appropriate fields as listed in COD on the application.
Click "Create"
Editing Applications
To make an edit to an application has been imported or manually added, select the checkbox next to the application and click "Edit Selected"
Make adjustments
Click "Update" to Save
F/A Packaging with PLUS
Once an application is received or created for a student PLUS awards can be created either manually or automatically through F/A Packaging.
For PLUS loans to be auto packaged with other aid the following items need to be in place:
Disbursement Term Rules must be set up for the Financial Aid award year you are packaging for along with a corresponding PLUS Application for the same year
The PLUS loan application must have a matching SSN for the student
The application for the corresponding year must have an approved credit status
The application must not have not exceeded the credit approval expiration date
The borrower must not have an Overpay code on the application
Once all of the above are met, when the Packaging process is run the PLUS application will be linked to the ISIR revision used for packaging, and the award will be created for the student. The amount of the PLUS award will be determined either by the Approved Loan Amount field or the "Max Loan Indicator". If the Max Loan Indicator is checked, and the Loan Amount field is blank or $0, then the PLUS loan will be packaged up to the remaining Cost of Attendance.
Manually Selecting Application for students with Multiple Applications
In the case that a student has multiple PLUS applications imported or created in the system for a specific award year, you can select which Application to use for PLUS packaging by selecting the applicable PLUS
Application ID from the ISIR Package Detail Page. This selection is located below the Cost of Attendance section.
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Once the Primary Application ID has been used for auto packaging; if a second PLUS loan needs to be processed under a different Application ID (e.g. separated parent borrowers), then the Application ID can be set manually for the 2nd PLUS Award Code under the Award Detail Page.
Origination and Disbursement
Origination and Disbursement follows the same process as other COD awards. It may not be necessary, but is recommended to send a separate file for PLUS origination and disbursements.
Check for Imported PLUS MPN on F/A COD Doc Portal
In order to verify that a PLUS loan is ready to be disbursed it may help to check the Financial Aid COD Document Portal for a valid PLUS MPN on file.