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About

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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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1. Navigate to Student Financials > F/A Packaging

2. Under ISIR Importing click browse

3. Select the file containing ISIRs

4. Click Import ISIR

View ISIR

Permission #1250 is required to access this function and must be set to RO (read only).

1. Navigate to Student Financials > F/A Packaging

2. Under Find Package By select the Award Year

3. 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".

4. 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.

5. 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

1. Navigate to Student Financials > F/A Packaging

2. Under Find Package By select the Award Year

3. Under Find Package By select the package statusH: Students held for verificationP: Students already packagedR: Students pending repackagingU Student is not packaged

4. 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.

5. 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.

6. Optionally select Entered/Changed Date From and To fields to query for ISIR's imported or changed within the selected date range.

7. 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.

8. 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.

9. Named Term Disbursement Rule: If applicable, Select Named Term Disbursement Rulefrom the dropdown, and apply to all students that are selected in the grid.

10. 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).

11. 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).

12. 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.

13. Click Package Selected to package the student(s)

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Over Awarded Packaging or "Need" Check

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Upload F/A Awards Non-PowerFaids

For institutions using the Campus Café financial aid module this function is intended to upload institutional scholarships. It is not designed to upload federal financial aid. Awards uploaded through this method are not factored into cost of attendance. Uploaded awards are are limited to one disbursement per award per semester.

For institutions not using the Campus Café financial aid module, this function may, depending on the institution's business processes, facilitate the placement of financial aid awards contained in a spreadsheet on student records. 

For institutions using a third-party financial aid servicer, the institution should consult with Campus Café support prior to using this function.

Prerequisites

• Campus Cafe financial aid award codes must be configured and each code must be tried to a transaction code.

• A default “0” F/A Link Token; other codes and years and other fields do not need to be set, just one record with a “0” token is all that is needed.

• If no “0” token is added, then F/A Uploads will treat every upload as a new award disbursement to the billing batch and will not take prior disbursed amounts into consideration for subsequent debit/credit adjustments.

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Configure Process (Non-PowerFaids)

1. Navigate to Admin > Custom Control

2. Locate ProgramId UPLOADPATH Sequence 1, Parameter 1

3. Next to UPLOADPATH click the pencil

4. In Parameter Value 1 enter C:\CampusCafe\resources\faupload.xlsx  (you can set this to another name or .csv file format if needed; but you must make sure that when using the upload process you match this format)

5. Click Save & Back

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6. Locate ProgramId FA_REMOVE Sequence 1, Parameter 1

7. Next to FA_REMOVE click the pencil

8. In Parameter Value 1 Campus Cafe recommends entering N. (If set to Y, the system will assume that all financial aid awards appear in every file upload and the system will delete previously uploaded awards not appearing on the most recently uploaded file.)

9. Click Save & Back

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10. Locate ProgramId USEFADISB Sequence 1, Parameter 1. 

11. Next to USEFADISB click the pencil

12. In Parameter Value 1 enter Y to create a financial aid award and scheduled disbursement. (Only one disbursement will be created.) Enter N to create the award only.

13. Click Save & Back

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14. Refresh the cache by navigating to Admin > Refresh Data Cache > reload data

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Prepare the File (Source is Non-PowerFaids)

1. Using Microsoft Excel, Google Sheets or another spreadsheet software, create a a spreadsheet that must contain the following columns in order: award_status, sched_amt, disb_amt, net_amount, isDL, id_number, token, award_type, award_year, award_semester, social_sec_number, scheduled_date. 
   

   View file
   name UploadFAAwardsTemplate.xlsx

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2. Save the file in .xlsx as default; A comma separated value (.csv) format is only supported if you set the Custom Control Configuration is set to use a .csv file. A sample template is attached to this article.

• award status: The state of the award. C = Canceled; D = Declined; P = Pending; V = Verified

• sched_amt: The total dollar value of the award encompassing all individual disbursement(s) (do not include a dollar sign or a comma)

• disb_amt: The gross dollar value of the individual disbursement disbursed to the student and to be applied to the student's ledger (do not include a dollar sign or a comma). If the award contains multiple disbursements, list each disbursement as a separate row. The sched_amt representing the overall award total would be the same for each row.

• net_amount: The net (after loan origination fees) dollar value of the individual disbursement disbursed to the student and to be applied to the student's ledger (do not include a dollar sign or a comma). If the award contains multiple disbursements, list each disbursement as a separate row. The sched_amt representing the overall award total would be the same for each row.

• isDL: Whether the award represents a federal direct loan. Y = Yes; N = No If to N, the process puts the net award amount as the gross award amount regardless of what is on the spreadsheet.

• id_number: The Campus Cafe ID number of the student.

• token: This is set to 0 for all disbursements for Non-PowerFaids schools

• award_type: The Campus Cafe award code

• award_year: A four digit number representing the federal financial aid year

• award_semester: The Campus Cafe numerical code representing the semester to apply the award

• social_sec_number: The student's social security number (this field must be filled in)

• scheduled_date: The scheduled date for the disbursement in a flat format (e.g. 20210511 would be used for 05/11/2021)

Upload the File

Permission #379 is required to access this function

1. Navigate to Financials > Upload F/A Awards

2. In the drop down choose the maximum semester to process from the spreadsheet. Awards with this semester and below will be processed. Awards with semesters of higher numbers will be skipped.

3. Click Browse

4. Choose the file you saved earlier

5. Click Upload

6. A message will appear saying the number of rows to process

7. Click Continue

8. Wait until the Job still running turns to Job completed successfully! The process will continue to run if you navigate away from the page but the completed message will not appear so you will not be able to confirm if the process has completed successfully.

9. Awards are added directly to student records; disbursements are sent to bill batch for posting; a link appears to download a file containing information on data that could not be processed because of an invalid SSN, semester code or transaction code.

Using Base Report to Disburse Aid that has been created by the Upload Process

Using the Base Report "FinAid Awards Upload", listed under the Financial Aid base report folder, you can export an upload file that is in the correct format to disburse.

1. Generate a listing of students from the Student Finder and use the Action Items to Export the ID numbers to the SSRS Reports. This will be the listing of students that will pull into the report in the correct format.

2. Use the Parameters at the top of the report page to select the ISIR Award Year, Semester, and Award Codes, then export the report. It is recommended to use the .csv export to download the file.

3. Set the Disb_Amt and Net_Amounts to the correct disbursement Gross and Net amounts for the awards needed disbursed.

4. Delete all columns including and after the "delete" column. These columns are for reference use only.

5.  Save the file to the exact file format that is set up under the Custom Control Settings; please review "Configure Process Section" for the default file naming and file type; .xlsx is what is recommended above.

6. Upload the file in Café Web through Upload F/A Awards Page, and select the semester you are disbursing on.