Campus Solutions Bundle 32 Summary

Financial Aid

Financial Aid > File Management > Generate Pell Data

Financial Aid > File Management > Generate Direct Loan Data

New Schema Version 4.0 delivered for 2015.

Financial Aid > Federal Application Data > Correct 2014-2015 ISIR records:

  • The field descriptionElementary has been changed to MiddleSchoolfor Parent 1 Highest Grade Level and Parent 2 Highest Grade Level.
  • The field description values forTax Form Used for both student and parent are rearranged to the correct positions
  • Pro-rated EFC corrected to proper length
  • Add. Financial Total has had extraneous zeroes removed.
  • The last field description forparent’s Marital Status has been corrected to show Unmarried/Living Together
  • 2014-2015 Comment codes and Reject Codes have been updated (2013-2014 codes were previously being displayed).

Financial Aid > Financial Aid Status: Loan Counseling Type added (this was a request from an NDUS school)

Set Up SACR> Product Related> Financial Aid > Application Processing> Verification Setup: Set up is required.

Here are the updated Verification Field numbers for the 2015 aid year. Use all of these and only these items for 2015. You should have 66 rows on the page.

1Students Number in College

2Parents Number in College

3Students Family Size

4Parents Family Size

5Students Number of Exemptions

6Parents Number of Exemptions

7Students Marital Status

8Parents Marital Status

9Students Tax Form Used

10Parents Tax Form Used

11Does Student Have Legal Dep

12Students AGI

13Parents AGI

14Students Federal Taxes Paid

15Parents Federal Taxes Paid

16Students Wage Income

17Fathers Wage Income

18Students Spouse Wage Income

19Wage Income

27Student Eligible for 1040A-EZ

28Eligible for 1040A-EZ

29Tax Return Filed by Student?

30Tax Return Filed by Parent?

45Students Child Supp Received

46Parents Child Supp Received

47Students Other Untaxed Income

48Parents Other Untaxed income

56Student Child Support Paid

57Parent Child Support Paid

58Parent IRA/KEOGH/SEP Deduct

59Parents Pretax Pension/savings

61Parent Military/Clergy Allow

62Parent Exempt Interest Income

69Student Education Credit

70Parent Education Credit

71Student IRA/KEOGH/SEP Deduct

72Student Exempt Interest Income

73Student Non-Edu Vet Benefit

74Parent Non-Edu Vet Benefit

75Student Other Unreport Income

77Student Pretax Savings

78Student Untax IRA

79Parent Untax IRA

80Student Untax Pension

81Parent Untax Pension

82Student Military/Clergy Allow

83Student Combat Pay

84Parent Combat Pay

85Student Taxable Work-Study

86Parent Taxable Work-Study

87Student Grant/Scholarship

88Parent Grant/Scholarship

90Student Co-Op Earnings

91Parent Co-Op Earnings

97SSI Benefts

98Parent SSI Benefits

99Student SNAP/Food Stamp

100Parent SNAP/Food Stamp

101Student School Lunch Benefits

102Parent School Lunch Benefits

103Student TANF Benefits

104Parent TANF Benefits

105Student WIC Benefits

106Parent WIC Benefits

112Student Tax Filing Status

113Parent Tax Filing Status

Financial Aid> Verification> Manage 2014-2015 Verification, Tax Form Data:

  • Renamed Filing Status to Tax Return Filing Status.
  • Updated the following values for Tax Return Filing Status: Don’t Know, Head of Household, Married-Joint, Married-Separate, Single, and Widow(er).
  • Added the Additional Medicare Tax field for Form 1040 only.
  • Added HSA Pre Tax Contribution for Parent only.

Financial Aid> Verification> Manage 2014-2015 Verification,InstUntax Income:

  • Added Student and Parent Tax Return Filing Status.
  • Added Unmarried Marital Status.

In order to monitor Direct Lending Subsidized loan limits, schools are required to report Program Classification of Instructional Program (CIP) code, Published Program Length, Program Period Start Date, Weeks Program Academic Year, Enrollment Status, Program Credential Level, and Special Programs Indicator (Non-Credential Teacher Certification Program or Preparatory Coursework) to COD.

To meet this requirement, the following three set up screens have been delivered:

Set Up SACR > Product Related > Financial Aid > Loans SULA> SULA Load Rules: Do Not Set Up until a critical fix has been delivered. Do Not Originate 2015 Loans or Pell until this set up has been completed.

Use the SULA Load Rules page to define COD Enrollment Status (SULA) loads for reporting toCOD.

  • Term Category: Select the term category for the default term enrollment limits of the academic program.
  • SULA Unit Total: Enter the SULA unit total threshold for each term category. The SULA unit total represents the summed number of Anticipated plus Current plus Remote units for the given SULA load.
  • SULA Load: Select the SULA Load value. Values for this field are delivered with your system as translate values. Note: While you are permitted to establish a Less than Half-time value here, COD will reject Direct Lending loans that have an Enrollment Status that is Less thanHalf-time.

Set Up SACR> Foundation Tables > Academic Structure > Academic Plan Table> Taxonomy tab:

To be completed by Campus Solutions with information provided by your Registrar.

  • Program Length Type: Select the unit of time you want to use to define the Program Length: Weeks, Months, or Years.
  • Program Length Value: Enter the number of weeks, months, or years for the length of the Program.

Set Up SACR> Product Related > Financial Aid > Loans> SULA> Credential Cross Reference: Do Not Set Up until a critical fix has been delivered. Do Not Originate 2015 Loans or Pell until this set up has been completed

Ensure that Student Records has completed their setup (see section above) before attempting to update this page.

  • Retrieve from Acad Plan: Click this button to automatically populate the Career, Academic Plan, and NSC Classification from the Academic Plan table instead of having to manually populate the table. Please note that even though you may click this button to auto-populate the table, you can still override the values here so that they can be different than what's contained on the Academic Plan table. Note. If the NSC Classification field is blank on the Academic Plan table, it will populate this field as blank – you will need to populate this field in order to save this record.
  • Credential Level: Select a corresponding COD Credential Level to associate with the selected
  • NSC Classification. Valid values include:
  • Associate degree
  • Bachelor's degree
  • Doctoral degree
  • First Professional degree
  • Graduate/professional certif
  • Master's degree
  • Non-credential programs (preparatory coursework/teacher certification)
  • Post Baccalaureate certificate
  • Undergrad diploma/cert

Financial Aid > Financial Aid Term > Maintain Student FA Term, Statistics tab.

These fields will not display values until the set-up has been done and FA Term has been built for the individual student. If a student’s program is a SULA Special Program, enter the SULA Special Program code here. The new fields on the page are:

  • SULA Units: Displays the student's summed number of Anticipated plus Current plusRemote units: Select the check box to override.
  • SULA Load: Displays the student’s COD Enrollment Status load based on the number ofSULA Units in which the student is enrolled. Note: The SULA Load enrollment ranges are established in SULA Load setup.
  • SULA Special Program: Enter if the student is pursuing a COD-defined Special Program.Values are:
  • Non-Cred Teacher Cert Pgm (Non-Credential Teacher CertificationProgram)
  • Not applicable
  • Prep Crsewk Grad Prof Pgm (Preparatory Coursework Graduate Professional Program)
  • Prep CrsewkUgrd Program (Preparatory Coursework Undergraduate
  • Program)
  • TBD (reserved by COD for future use)

Student Financials

  1. A planned new button becomes available when a Student Records user selects the Withdrew valueon the Term Withdrawal tab, Withdraw\Cancel field. Selecting that button will call the Term Withdrawal Process and, if the withdrawal is processed successfully, execute a tuition calculation for that student in real time. If both processes are completed successfully, the Term Withdrawal Status Success link appears and the Tuition Calc Required checkbox will become unchecked. This will allow the user to then continue to inactivate the student in the Program Plan component with the knowledge that tuition has

been recalculated.

.

Student Finance setup page to enable this new functionality:

2. Bug ID 11613576 Corp Post and Group Post process credits differently. Oracle has delivered a fix for this in bundle 32. UND originally reported the issue and Oracle was able to replicate it. We will work to ensure the fix that was delivered will work. The issue is when credits are posted via group post for corp. accounts, the credits will go to the Excess account automatically and not the appropriate account type that is specified. But if you were to post that same credit to the corp. account via corporate posting, the credit would post correctly. These two programs should be posting and treating the credits the same.

Student Records

  1. Increased the speed of self-service grade roster loading for large rosters.
  1. Setup is included to allow for the automatic calculation of tuition and fees at the time of term withdrawal. Refer to Student Financials #1 for details and screen shots.
  1. Fields added to the Academic Plan table for program length type and program length to support Clearinghouse enrollment reporting for financial aid 150% Direct Loan legislation. This information will need to be entered by Campus Solutions in the near future.