Funding Estimate (Award Letter)
- Robert Lenk
- Nate Parsell
- Chris Barrett
About funding estimate
A funding estimate, often called an award letter, outlines a student's expected financial aid. Students often use these to compare their financial aid offers across colleges.
Prerequisites
Import ISIRs and package students.
Required permissions
Module | Number | Description |
|---|---|---|
System Admin | 465 | Change text that appears on the funding estimate |
System Admin | 293 | Set the text size on the funding estimate |
System Admin | 293 | Control the elements shown on the funding estimate |
System Admin | 293 | Control multiple funding estimates within one year |
Awards that appear on estimate
Only awards set to print on award letter will appear on the funding estimate. Awards are configured in F/A Codes.
Adjust text on estimate
You may include text on the funding estimate to explain the purpose or content of the award letter.
Currently the only HTML tags that are supported are: <p>, <i>, <b>, <br>, <ul>, <ol>, <li>
Adjust the text (wording)
Go to Admin > Adjustable Text.
In Search enter FA_AWARD_LETTER_HEADER.
Click the pencil.
In Value (the large box) enter the text to appear at the top of the funding estimate. Because the funding estimate is produced as a PDF, HTML and CSS are not supported.
Click Save & Back.
In Search enter FA_AWARD_LETTER_FOOTER.
Click the pencil.
In Value (the large box) enter the text to appear at the bottom of the funding estimate. Because the funding estimate is produced as a PDF, HTML and CSS are not supported.
Click Save.
Go to Admin > Refresh Data Cache.
Adjust the font size
You can set the font size of the text on the award letter.
Go to Admin > Custom Control.
In Search enter FA_LETTER.
Next to Sequence 2, Parameter 6 click the pencil.
In Parameter Value 6 enter a number greater than 0 and less than 17.
Click Save.
Elements shown on estimate
You can tell Campus Cafe what components should appear on the funding estimate. For example, you may wish to show or hide the cost of attendance.
Go to Admin > Custom Control.
In Search enter FA_LETTER.
Next to the option to update click the pencil.
In Parameter Value enter your desired option.
Click Save.
If Cost of Attendance doesn’t appear on the funding estimate for packaged students, ensure that Custom Control FA_LETTER, Sequence 1, Parameter 1 is set to Y and, to show scheduled disbursements, Parameter 2 is set to Y.
Borrower-based institutions: Separate estimates for different academic years
For borrower-based institutions with multiple academic years or periods within the same federal financial aid (ISIR) year, you can create award letters to show only disbursements and cost of attendance with the selected “academic year.”
Turning this on enables the use of the "Academic Year" field to generate separate funding estimates (award letters) for separate academic year disbursements. For more information refer to Disbursement Term Rules for academic years and the borrower-based information on packaging and Cost of Attendance Detail.
Go to Admin > Custom Control.
In Search enter FA_LETTER.
Next to Sequence 3, Parameter 1 click the pencil.
In Parameter Value 1 enter Y.
Click Save.
View or print estimate
As an administrator, you can view or print a student’s funding estimate.
Go to the student’s profile.
Go to Person Selected > FinAid Status or click the Financial Aid tab > Review Financing.
In Current Year select the financial aid year.
Click Print. The estimate opens as a PDF in a new window.
