What s New in Colleague Financial Aid? Sarah Crook, Senior Solutions Consultant 2017 ELLUCIAN. 1
Colleague Transformation 2017 ELLUCIAN. 2
Get Current on Colleague Self-Service Over 400 of our Colleague customers are already running it in production! Don t be the last one! 2017 ELLUCIAN. 3
FA 100% Moved to Colleague Self-Service Financial Aid with A LOT of New Functionality! Features WebAdvisor-Award by term/year, accept/reject, request a loan New Colleague self-service financial aid Requires Graphical financial aid checklist x Requires Colleague Self-Service Financial Aid License with baseline Colleague Student License Dynamic award distribution graphic x Comprehensive display of required documentation for FA X x Acceptance/rejection of awards per term x Modification of loan amounts per term x Requesting a new loan of All loan types x Production of financial aid shopping sheet x x Creation of student centric award letters x x Creation and displaying of award letter history data X Electronic signature on award letters X Hyperlinks to Department of Education sites for completion required X Graphical aggregate loan amounts per Institution X Ability to add institution s hyperlinks or forms X Satisfactory academic progress views X Seamless user interface X Ability to assign financial aid checklist items and statuses X Ability to enforce that a student has to take action on sub loan before X unsub loans 2017 ELLUCIAN. 4 Proxy Capabilities in Colleague Self-Service Financial Aid X
UI 5.3 What are you waiting for? Over 200 customers are already running it in production Don t get left behind UI 5.3 Release Announcement UI 5.3 Getting Started Document UI 5.3 Installation and Administration Guide Quick Tour for Migrating to UI 5 Download and provide it to your users 2017 ELLUCIAN. 5
Colleague UI 5.3 is Available Now! Resolves 72 change requests Addresses priority client input regarding look and feel with greater contrast capabilities Incorporates performance improvements Thank you to our customer development partners: Lewis-Clark State College North Central College Roger Williams University, North Carolina Community College System Jump right to Colleague UI 5.3 today to give your institution the most current experience! 2017 ELLUCIAN. 6
Steps to Take Now 2017 ELLUCIAN. 7
Now is the Time to Modernize Give your constituents across the institution the modern experience they expect with the latest Colleague Transformations! 2017 ELLUCIAN. 8
How can we help? 2017 ELLUCIAN. 9
Ellucian Client Team Account Executive (AE) Your primary point of contact at Ellucian Coordinates resources you need from the extended Ellucian team for engagements like consulting and solution demonstrations Inside Sales Rep (ISR) Customer Success Manager (CSM) Supports your AE on specific sales Collaborates on plans for upgrades and extensions 2017 ELLUCIAN. 10
Product Calendar Dashboard with Real-Time Access Available via the Ellucian Support Center Enhanced navigation and search capabilities Ability to view online and to export for sharing 2017 ELLUCIAN. 11
Looking back at 2016 2017 ELLUCIAN. 12
Looking back at 2016 Colleague Self-Service Financial Aid 2.12 2017/2018 FAFSA Processing Colleague Self-Service Financial Aid 2.13 2017/2018 ISIR & INAS\PROFILE Processing Colleague Self-Service Financial Aid 2.14 2016 Financial Aid Enhancements 2017 ELLUCIAN. 13
Colleague Self-Service Financial Aid 2.12 Added new functionality to set default checklist items at the office/year level on the FA Office Checklist Items (FOCI) form. Added new functionality to use rules in order to determine the checklist items to be assigned and associated status setup on the FA Checklist Office Rules (FACR) form when a student already has a set of checklist items assigned. Also updated the FA Checklist Batch process (FCIB) to evaluate the rules or set the default the values when the batch is run. Added new functionality to trigger email notifications (FSNP) when a student s award package is available to be viewed after the Application complete date is entered with a current or prior date. 2017 ELLUCIAN. 14
FA Office Checklist Items (FOCI) 2017 ELLUCIAN. 15
FA Office Checklist Rules (FACR) 2017 ELLUCIAN. 16
FA SS Notification Parameter 2017 ELLUCIAN. 17
2017/2018 FAFSA Processing Delivered all the 2017/2018 FAFSA forms and all regulatory updates for the new processing year. Delivered the 2017 initial Pell Entitlements records and yearbased message class records. Delivered the 2017 TEACH category amounts records. Added and modified several forms to be able to display the budget information for a student at the award period level. Updated several reports to standardize, added option for SSN masking and ability to send the report results to a Comma Separated Value (CSV) file. Added several enhancements and high weighted requests 2017 ELLUCIAN. 18
Colleague Self-Service Financial Aid 2.13 Delivered Allow student to identify scholarships, grants and loans that they are receiving outside the institution New form & report to see these outside awards submitted by student: Student Outside Awards (SOAW) FA Outside Awards Report (FOAR) Ability to grant access to parent proxies to view outside scholarships, grants and loans identified by the student. 2017 ELLUCIAN. 19
Colleague Self-Service Financial Aid 2.13 Delivered Notify students that the need to review their award letters Added a message that will display after the student has updated their awards (My Awards) instructing them that they need to review their award letter. Clients can modify the message using the Resource file. Notify counselors when a loan request is submitted by a student Can setup parameters that will trigger an email to the assigned or generic FA counselor assigned to the student notifying them that a loan request has been submitted. Add the Pell Lifetime Eligibility Used percentage Added the option to display the Pell Lifetime Eligibility Used value to display on the Financial Aid Home page for the student (if one exists for the student). Addressed several enhancements and high weighted requests 2017 ELLUCIAN. 20
Report\View Outside Awards 2017 ELLUCIAN. 21
Student Outside Awards 2017 ELLUCIAN. 22
FA Outside Awards Report 2017 ELLUCIAN. 23
Proxy Access Permissions (PRAP) 2017 ELLUCIAN. 24
Award Letter Notification 2017 ELLUCIAN. 25
FA SS Loan Parameters 2017 ELLUCIAN. 26
Pell Lifetime Eligibility Used Parameter 2017 ELLUCIAN. 27
2017/2018 ISIR & INAS/PROFILE Processing Delivered All the 2017/2018 FAFSA and PROFILE forms and regulatory updates for the new processing year. The ISIR Import (ISIM) process can now import the 2017/2018 ISIR data. The Department of ED import (DOEI) process can now import 2017/2018 PROFILE and NCP data. Updated the ISIR School Code Addition (ISCA) process for the new processing year. Updated the Estimated Family Contribution (EFC) and Supplemental calculations reflect the new changes for the 2017/2018 processing year. Created new ISIR comment codes for the 2017/2018 processing year and updates ISIR comment codes that were modified for the 2016/2017 processing year. Updated the Correction Application Export (CAPX) and Initial Application Export (IAPX) processes to send initial and correction data to CPS for the new processing year. Updated the printed ISIR for the 2017/2018 processing year. Addressed several enhancements and high weighted requests 2017 ELLUCIAN. 28
Colleague Self-Service Financial Aid 2.14 Delivered New parameter allowing clients the option to not display Average Aid Package New parameter allowing clients the option to display student s Account Summary with ability to link to Account Summary in Student Finance Addressed issue when setting up the accept/decline parameters to both exclude and ignore the statuses the students were unable to accept their award letters on the Colleague Self-Service Financial Aid. Ignore Action Statuses field was removed from FA SS Awarding Parameters (FSAP) form and three new fields were added to the FOYP form: Ignore Award Categories Ignore Awards Ignore Action Statuses Addressed several enhancements and high weighted requests 2017 ELLUCIAN. 29
Average Award Package Parameter 2017 ELLUCIAN. 30
Student Finance Account Summary 2017 ELLUCIAN. 31
2016 Financial Aid Enhancements Official 2017/2018 Pell Entitlement parameters (PEF) New option on the Awards Definition (AWD) form that can be set to not have the award go against need or cost. Added the new value (6-Verification attempted, issues found with both identity and HS completion) for the Identity/HS Verif Flag that clients can mark on the ISIR Verification Processing (IVER) form. Added new option, Largest Active Program, on the SAP Calculate Results (SAPC) form in the Multiple Programs Ind field. Multiyear Student Awards (MYSA) form displays student s awards for current year and two years prior on a single form. 2017 ELLUCIAN. 32
2016 Financial Aid Enhancements New batch processes: ISIR/PROFILE Purge Process (ISPP) allows users to purge older (5 year prior to current year) linked and unlinked PROFILE/NCP, ISIR, Supplemental and IAPP files from the system. NSLDS Enrollment Monitoring Date Override (NEMO) sets the override enrollment default date Batch Update Freeze Package (BUFP) updates the freeze package flag displayed on the Student Package Definition (SPCK) form. Subsidized Usage Limit Report (SULR) identifies students that are close or have exceeded their subsidized usage limit of 150% based on the student s latest NSLDS information on their ISIR or NSLDS monitoring file. 2017 ELLUCIAN. 33
What s been delivered and still to come in 2017? Colleague Self-Service Financial Aid 2.15 2017/2018 COD Processing 2018/2019 FAFSA Processing Colleague Self-Service Financial Aid 2.16 2017 ELLUCIAN. 34
What s been delivered and still to come in 2017? 2018/2019 ISIR & INAS/PROFILE Processing Colleague Self-Service Financial Aid 2.17 2017 Financial Aid Enhancements 2017 ELLUCIAN. 35
Colleague Self-Service Financial Aid 2.15 Delivered March 2017 Added new parameters on FA SS Award Letter/Shopping Sheet Parameters (FSLS) form to determine which awards should display on the Award Letter and Financial Aid Shopping Sheet. Added the ability to include a hyperlink to the award description on Award Definition (AWD) that will display on the My Awards page. Increased the size of the address that is stored in the AWARD.LETTER.HISTORY. Added new fields to the Award Category Definition (ACD) form to translate and restrict awards for the use by potential outside consumers. 2017 ELLUCIAN. 36
2017/2018 COD Processing Update Delivered March 2017 Updated and support for new 4.0C schema (new required tags) o o Supporting Direct Loans (2016 & prior) must send several tags award level. Supporting Direct Loans, PELL and TEACH (2017 & beyond) tags must all be applied to all the award types at disbursement level Updated CODE to be able to export (all years) & validate against schema Updated DOEI to support the new schema (new tags) & message classes Added new CDD elements for new tags for all awards (disb level) as well as for exports\imports of awards Updated and add new fields to the Colleague forms Updated and add new COD edits Made necessary updates to support new years ESOA, MRR, and Direct Loan SAS file 2017 ELLUCIAN. 37
2018/2019 FAFSA Processing September 2017 Created the 2018/2019 FAFSA forms by cloning prior year Delivered the 2018 initial Pell Entitlements records and year-based message class records. o The initial Pell Entitlement and new message class records are copies of last year s records. The initial Pell Entitlement records allow clients to start the early awarding of Pell Grants. Delivered the 2018 TEACH category amounts records Added the new Loan Repayment Rate value to the Financial Aid Shopping Sheet for the 2017/2018 processing year and beyond. Added several new country codes and wording in edits (errors/warnings) that COD added as part of a May 2017 COD Technical Reference update. Removed obsolete file from File Suite Template (FSTD)\FA File Suite Processing (FFSP) forms as well as removed/commented out the references to these older files in the code within Colleague Financial Aid. Addressed several enhancements and high weighted requests 2017 ELLUCIAN. 38
Colleague Self-Service Financial Aid 2.16 Delivered July 2017 Updated the FA Shopping Sheet for 2017/2018 and beyond adding the Loan Repayment data. For 2016/2017 and prior the FA Shopping Sheet will continue to display the Loan default rate. Updated when student has both a subsidized and unsubsidized loan that the student must take action on the sub loan prior to making any changes to the unsub loan. Added new parameter that allows students to reject or reduce the loan down to zero after the loan has been accepted. Added logic to completing the MPN if the GPLUS has an MPN status of E for Endorser. Allow the admin to login as student within Colleague Self-Service Financial Aid instead of via Colleague Added new parameter to allow CM code\date when Application Complete date is entered and email is generated for student. Addressed several enhancements and high weighted requests 2017 ELLUCIAN. 39
2018/2019 ISIR & INAS/PROFILE Processing September 2017 Update and deliver all the 2018/2019 FAFSA and PROFILE\NCP forms and regulatory updates for the new processing year. Update the ISIR Import (ISIM) process to import the 2018/2019 ISIR data. Update the Department of ED import (DOEI) process to import 2018/2019 PROFILE and NCP data. Update the ISIR School Code Addition (ISCA) process for the new processing year. Update the Estimated Family Contribution (EFC) and Supplemental calculations to reflect the new changes for the 2018/2019 processing year. Create new ISIR comment codes for the 2018/2019 processing year. Update the Correction Application Export (CAPX) and Initial Application Export (IAPX) processes to send initial and correction data to CPS for the new processing year. Update the printed ISIR for the 2018/2019 processing year. 2017 ELLUCIAN. 40
Colleague Self-Service Colleague Self-Service Financial Aid 2.17 Display PERC restrictions on each of the Financial Aid pages for students Update how FA SS is getting the FA data when the user accesses the forms to assist with performance Looking to add ability to upload documents for students\per year Looking to add a detail page that allows user to see estimated disbursement dates 2017 ELLUCIAN. 41
2017 FA Enhancements Update Address various high level issues and enhancements that clients have reported or that resulted from Ellucian Live feedback forum. 2017 ELLUCIAN. 42
Stay Connected Documentation Libraries User Guides (http://ellucian.okta.com) Client forums ecommunities Bookmark the URL for easy access: https://ecommunities.ellucian.com Sign up for a HUB account at: https://clientapps.ellucian.com/signup Forgot HUB password: https://ellucian.okta.com/reset-password 2017 ELLUCIAN. 43
It takes a village.thank you! Financial Aid Client Advisory Board Clients that take the time to: Review ecommunities postings Post questions Answer questions Track Team 2017 ELLUCIAN. 44
Colleague by Ellucian Highlights and Overview: A Webinar Series Colleague Finance Update Wednesday, September 27, 2017 2:00 PM EST 1 hour Colleague HR Update Wednesday, October 18, 2017 2:00 PM EST 1 hour Colleague Self-Service Update Tuesday, November 14, 2017 2:00 PM EST 1 hour 2017 ELLUCIAN. 45
Thank you! Michelle Taylor Michelle.Taylor@ellucian.com 2017 ELLUCIAN. 46