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, Pell grants, and PLUS Loans.
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.
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. 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.
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.
Navigate to Student Financials > F/A Packaging
Under ISIR Importing click browse
Select the file containing ISIRs
Click Import ISIR
When importing a new subsequent ISIR Revision for a student, if the new imported ISIR has a higher CPS Revision number than the previous it will promote the new revision to the default ISIR. It will also copy the Cost of Attendance from the previous ISIR revision to prevent needing to re-generate or re-adjust the cost of attendance.
Auto-Promotion of the incoming ISIR revision can be disabled with Custom Control FA_ISIR_SKIP 1-2 - If set to "Y" ISIR Import will NOT promote subsequent ISIR revisions to Active and will NOT update Awards' CPS Number used field.
If a student is packaged already with aid, the awards will also have the CPS Number used field updated to prevent rejections off a mismatch between the awards and the current active ISIR.
If an ISIR of a lower revision than the current default ISIR, the lower revision will not be promoted to the default used ISIR on the packaging page or on the packaged aid.
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.
Review of Packaging Grid
The packaging page grid has many details in regard to students' programs and ISIR data. Some of the key data fields to review include:
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
Navigate to Student Financials > F/A Packaging
Under Find Package By select the Award Year
Under Find Package By select the package status
H: Students held for verification
P: Students already packaged
R: Students pending repackaging
U: 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.
Optionally check to Include Doc Status to load package listing with Financial Aid Required Activity Tracking Completion status. Checking Include Doc Status will also Block Packaging if students have outstanding “F” member documents without a “Completed Date” for the current Award Year.
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 packages
To 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)
Over Awarded Packaging or "Need" Check
After packaging has been complete for students, users can review the these students for awarding over their federal Cost of Attendance or Need Limits through the "OverAward Check Report" under the Financial Aid Base Reports.
