Enrollment Restrictions – Make sure you are checking the enrollment restrictions for each state on DL 492R (see attached). There are certain states that require action on our part to make sure the student is packaged correctly. Make sure you are taking necessary actions to ensure we get the required documents and attach them as an EA attachment. For the restrictions on # of students enrolled, we need to obtain approval from the registrar.
Packaging Deadlines: All files must be submitted for the initial audit by 5:00pm on Thursday, August 31st. All resubmissions for 2nd audits and pending items must be completed by 11:00am on Friday, September 1st.
CampusVue Activities: The new report we will be using for performance metrics does require that activities are added to CV. Most of the team is doing a great job getting these activities added in real time, but there are still some gaps. Please pull this report every morning and make sure the CV records are fully updated. Once this is perfected, we can eliminate the need for daily reports.
PLUS Application – No need for a PLUS application if we have proof that the parent cannot take out the loan (on a fixed income). CFA must approve it, so the necessary paperwork would need to be submitted and approved for additional unsub loans.
Copies of ID and SSC – Per Ryan Perry, photocopies of SSC and IDs are acceptable. If it is V4 or V5, we cannot accept a photocopy of the ID. If we have a C Code or SSA mismatch, we cannot accept a photocopy of the SSC.
Uploading Tax Forms – When uploading tax forms from the student to SchoolDocs, please only include the first 2 pages of the 1040/1040A/1040EZ. Some files are being uploaded with over 80 pages of attachments and none of that extra documentation is needed.
Restart Paperwork – If a student is restarting, please do not delete the tablet or laptop agreements that are in their file.
SEOG 17-18 – On the Program Cost Estimate (PCE), the SEOG (17-18) should be split between the 1st two Academic Years. $50 should be applied to the 1st AY in term 2. $50 should be applied to the 2nd Academic Year in term 1. If the 17-18 is unavailable to program in CVue, the FP will only program $50 in SEOG to round out the 16-17 award year.
Health Programs – We are still enrolling the health programs on the attached DLs (Health Information Management). When confirming program availability we should ONLY reference the catalog and the two attached DLs.
30 Day Hold – If the JFP forgets to check the box when running the enrollment wizard, the loan dates will be off. The 1st year planners will need to be looking for the hold when they program the awards and manually update these if incorrect.
17-18 ISIRs – If the 17-18 ISIR is causing an issue while programming awards, email L-Dene and see if she can fix it.
Award Letters to Students – CampusVue generates an award letter when CFA funds an account. The award letter is sent via email, from the planner on the account. Please familiarize yourself with the email sent and what the award letter looks like.
Scholarships – The planner does need to update the PCE and ARM when a student receives a scholarship. Many of our students receive the scholarships long after they are packaged, but fail to update the PCE or ARM. This causes problems when our collections department calls to collect on past due amounts when they do not actually exist.
CLE Hold Groups – The CLE group is no longer a hold group. You will have to manually search the student’s groups to see if they are in the CLE group.
Matching Funds (UPDATE) – If a student qualifies for matching funds (tuition assistance match) and another CEHE grant/scholarship (Ex. 33% clinical grant), they can receive both. Per Eric Juhlin, we CAN award CEHE grants and scholarships to students using the matching funds for tuition assistance.
Campus Change in CVue – When changing the campus from the original application in CVue, the Enrollment Wizard will ask “do you want to use the existing application information”, click NO to ensure it will update the campus to the new one.
Deferments for Perkins and FFEL Loans – We will need physical signatures on deferment forms for all students who have Perkins and/or FFEL loans. Students can print out the deferment form, hand sign it, and take a picture of it to send back to us.
Child Support Paid (Update) – We can accept a statement from the student for child support paid (and/or received) even for V6. We can require additional information if it doesn’t add up. The statement, child support form, and ISIR all need to match.
ID POA – When you have an ID for a file that is expired, blurry, cut off, trashed, or anything else like that, and you have a POA to go with it, please include the bad ID in the file with the POA.