PeopleSoft Financial Aid 9.0 PeopleBook

(CAN) Using Canadian Financial Aid Applications and Canadian Need Analysis

This chapter provides an overview of Canadian Need Analysis System (CNAS) and discusses how to:

Define the CNAS file load parameters.
Load and view CNAS data.
Manage CNAS suspense.
Add an application source code for Canadian applications.
Maintain full-time student data.
Maintain part-time student data.
Review CNAS calculation results.
View audits.
Insert an ISIR row.

Understanding CNAS

CNAS application allows entry of full-time or part-time Canadian student loan applications. You invoke calculation routines from the application pages and can view the results online. Auditing is available for all fields on the application pages. The system stores calculation results in effective-dated tables.

Defining the CNAS File Load Parameters

This section discusses how to define data load parameters.

Page Used to Define the CNAS File Load Parameters

Page Name	Definition Name	Navigation	Usage
File Load Setup	CSL_CONTROL	Set Up SACR, Product Related, Financial Aid, File Management, CSL File Load Control, File Load Setup	Define the parameters of the file load.

Defining Data Load Parameters

Access the File Load Setup page (Set Up SACR, Product Related, Financial Aid, File Management, CSL File Load Control, File Load Setup).

Input/Output file

Enter the file path and file name of the input/output file that you want to load.

Error file

Enter the file path and file name for the error file.

Name ID and SIN (social insurance number)

Select a check box to indicate which criteria to use in matching incoming student records to existing records in the database.

Record Add Level and Record Suspend Level

Indicates the admit level required to add a student record to the database or place it in suspense. The values are as follows:

0: Load Everyone

1: Recruits or Higher

2: Inactive Admits or Higher

3: Applicants or Higher

4: Active Admits or Higher

5: Accepted/Continuing Only

Student records meeting criteria below the suspense admit level are not loaded from the OSAP file.

CSL Numeric Variable (Canada student loan numeric variable), Prov Loan Numeric Variable (province loan numeric variable), and CSG Numeric Variable (Canada study grant numeric variable)

Select a value. Variables enable the system to assign load data to numeric packaging variable fields.

Note. Verify that the variable chosen is not already in use. This process overwrites any existing data in the chosen numeric packaging variable fields.

Loading and Viewing CNAS Data

This section discusses how to:

Load CNAS data.
View CNAS Load Results 1.
View CNAS Load Results 2.

Pages Used to Load and View CNAS Data

Page Name	Definition Name	Navigation	Usage
Data Load	RUNCTL_OSAP	Financial Aid, File Management, Canadian, Process Data Load, Data Load	Load eligibility data from the provincial Student Services Bureau into the system.
Load Results 1	OSAP_RESULTS1	Financial Aid, File Management, Canadian, View Load Results, Load Results 1	View data load record layout results, in the format of the new or previous version, that are successfully loaded to your database.
Load Results 2	OSAP_RESULTS2	Financial Aid, File Management, Canadian, View Load Results, Load Results 2	View new version data load record layout results successfully loaded to your database.

Loading CNAS Data

Access the Data Load page (Financial Aid, File Management, Canadian, Process Data Load, Data Load).

Academic Institution

Select the institution to populate the load data.

Aid Year

Select to process the data load.

Click the Run button to run the process.

On the Process Scheduler Request page, select New OSAP Data Load (FAOSPLDN) to load files supported by the new record layout. If you select and run the Old OSAP Data Load, your process and results display in the format of the previous version.

Viewing CNAS Load Results 1

The Load Results 1 page contains the data load results for either format of the record layout for applications received by the Ministry of Training, Colleges and Universities.

Access the Load Results 1 page (Financial Aid, File Management, Canadian, View Load Results, Load Results 1).

The system displays the student name, ID, SIN (social insurance number), Aid Year, Institution, and Last Transaction Date.

App Account Nbr (application account number)	The number assigned to the application. A student can have multiple application rows.
Total Entitled Award	Displays the student's total award amount.
CSL Amount (Canada student loan amount)	Displays the loan amount from CSL.
OSL Amount (Ontario student loan amount)	Displays the loan amount from OSL.
CSG Amount (Canada study grant amount)	Displays the grant amount from CSG.
Total OSL Issued (total Ontario student loan issued)	Displays the amount issued to the student from OSL.
Total CSL Issued (total Canada student loan issued)	Displays the amount issued to the student from CSL.
Grant Issued	Displays the grant amount issued.
Date Received at SSB (date received at student support branch)	Displays the date received at SSB.
Highest Percentage Courseload	Displays the course load percentage.
Total Need	Displays the amount of the student's total financial aid need.
Total Need Flag	Displays the total need flag.
Current Cost Code	Displays the current cost code. Cost code is based on the number of weeks of financial aid and the student's career, program, and year in school.
Multiple Apps (multiple applications)	Indicates multiple applications.
Preprint Indicator	Indicates preprint.
NE Code	Displays the NE code.
Year Entering	Displays the year that the student is entering the program. For example if the student is entering second year, this field displays a 2.
Academic Year	Displays the academic year.
School Code	Displays the school code.

In the Status Codes group box, the system displays any applicable status codes.

Viewing CNAS Load Results 2

The Load Results 2 page contains the data load results using the new record layout for applications received by the Ministry of Training, Colleges and Universities.

Access the Load Results 2 page (Financial Aid, File Management, Canadian, View Load Results, Load Results 2).

Managing CNAS Suspense

This section discusses how to:

Review CNAS suspense.
Process CNAS suspense.

Pages Used to Manage CNAS Suspense

Page Name	Definition Name	Navigation	Usage
Suspense Management	FA_OSAP_SUSP	Financial Aid, File Management, Canadian, Manage Suspended Records, Suspense Management	Manage the applications that did not to load during an incoming application process.
Suspense Maintenance	RUNCTL_SUSP	Financial Aid, File Management, Canadian, Process Suspense Files, Suspense Maintenance	Move records that have been marked as add, pending or delete on the Suspense Management page.

Reviewing CNAS Suspense

Access the Suspense Management page (Financial Aid, File Management, Canadian, Manage Suspended Records, Suspense Management).

Academic Institution

Indicates the institution for data that you want to maintain.

Aid Year

An awarding cycle with defined disbursement periods.

FA Student ID

Displays the student's unique identification.

Last Transaction Date

Displays the date of the last transaction.

Application Account Number

Displays the application account number.

Social Insurance Number

Displays the social insurance number.

Date of Birth

Displays the student's date of birth.

Student's Admit Level

Displays admission level. Values are: 0 - Student Not Found, 1 - Has Not Applied, 2 - Inactive, 3 - Applied/Pending, 4 - Admitted, and 5 - Accepted/Continuing.

OSAP Suspend Reason (Ontario Student Assistance Program suspend reason)

Displays reason for suspense. Values are: EmplID not matched, SIN not matched, Name not matched, EmplID/SIN not matched, EmplID/Name not matched, SIN/Name not matched, EmplID/SIN/Name not matched, and Student not at load level.

ID

Enter the student's unique identification.

Add to Results

Select to move the student's record from suspense to the load results table.

Pending

Select to keep the student's record in suspense. For example, if your institution only loads admitted students and you know that a student is not yet admitted, you would select Pending to keep the student in suspense.

Delete from Suspense

Select to move the student from suspense.

Processing CNAS Suspense

Access the Suspense Maintenance page (Financial Aid, File Management, Canadian, Process Suspense Files, Suspense Maintenance).

Academic Institution

Select the institution for the suspense data you want to move.

Aid Year

Select the aid year for the suspense data you want to move.

Click the Run button to run the process.

For Financial Aid Year 2005-2006 and forward, two formats are available for the data load.

On the Process Scheduler Request page, select New OSAP Suspense Processing (FAOSPSPN) to process files supported by the new record layout. If you select and run the Old OSAP Suspense Processing, your process and results display in the previous format.

Adding an Application Source Code for Canadian Applications

This section discusses how to add an application source code.

Page Used to Add an Application Source Code

Page Name	Definition Name	Navigation	Usage
Add Institutional Application	INST_ADD	Financial Aid, Canadian Application Data, Add Institutional Application, Add Institutional Application	Add or view the application source code for a student's full-time or part-time Canadian application.

Adding an Application Source Code

Access the Add Institutional Application page (Financial Aid, Canadian Application Data, Add Institutional Application, Add Institutional Application).

Application Source Code

Select one or more of the options to associate this type of application with the student. The verification process uses the application source code.

8: Profile

9: Institutional Application

O: FT Canada Student Loan (full time)

P: PT Canada Student Loan (part time)

Note. Part-time applications must have an Application Source Code of P (part-time) for correct CNAS calculation.

Maintaining Full-Time Student Data

Different Canadian financial aid applications are available for full-time and part-time students. Use the Full-time Application component to enter and maintain data for full-time students.

This section lists common elements and discusses how to:

Enter student personal information.
Override institutional CNAS options.
Enter student family status and residency information.
Enter student study period information.
Enter student financial data.
Enter parent data.
Enter spouse information.
Enter signature and next of kin information.

Common Elements Used in This Section

Student Extensions	Click to access the Student Extensions Page where you can override the institutional CNAS setup options for the student.
CNAS Calc (Canadian Need Analysis System calculation)	Click to calculate an unofficial federal and institutional family contribution and award amounts using CNAS. RFC invokes a COBOL function to perform the CNAS calculation.

Pages Used to Maintain Full-Time Student Data

Page Name	Definition Name	Navigation	Usage
Student Personal Info	INST_STDNT_CSL_A	Financial Aid, Canadian Application Data, Create/Update FT Application, Student Personal Info	Enter and view demographic and school data for a student's full-time Canadian application.
Student Extensions	STDNT_CNAS_EXT_SBP	Click the Student Extensions button on the Student Personal Info page.	Override institutional level options.
Student Current Stat/Residency	INST_STDNT_CSL_BC	Financial Aid, Canadian Application Data, Create/Update FT Application, Student Current Stat/Residency	Enter or view a student's family and residency information.
Student Study Pd Info (student study period information)	INST_STDNT_CSL_D	Financial Aid, Canadian Application Data, Create/Update FT Application, Student Study Pd Info	Enter or view data regarding the academic program in which the student is enrolled for the study period.
Student Financial Data	INST_STDNT_CSL_E	Financial Aid, Canadian Application Data, Create/Update FT Application, Student Financial Data	Enter or view a student's pre-study and study period financial data.
Parent Data	INST_PARENT_CSL_J	Financial Aid, Canadian Application Data, Create/Update FT Application, Parent Data	Enter or view information about a parent's family status, income, and taxes.
Spouse Info	INST_STDNT_CSL_K	Financial Aid, Canadian Application Data, Create/Update FT Application, Spouse Info	Enter or view spouse information.
Signature / Next of Kin	INST_STDNT_CSL_M	Financial Aid, Canadian Application Data, Create/Update FT Application, Signature/Next of Kin	Enter or view family and signature information.

Entering Student Personal Information

Access the Student Personal Info page (Financial Aid, Canadian Application Data, Create/Update FT Application, Student Personal Info).

Date of Birth

Displays the student's date of birth.

CNAS Application Date (Canadian Need Analysis System application date)

Select the date that the CNAS application was filed.

Preferred Language

Displays the preferred language for the student.

Disabled

Displays whether the student is disabled.

CSL Citizenship

Displays whether CSL citizenship is established.

Last High School Date

Displays the date that the student last attended high school.

Years Out of High School

Displays the number of years the student has been out of high school.

Gender

Displays the student's gender.

Prior Postsecondary Studies

Select to indicate that the student has prior postsecondary studies.

Prior Postsecondary Date

Enter the date the student was last studying at the postsecondary level.

Prior Canadian Student Loan

Select to indicate that the student received a Canadian student loan in the past.

Defaulted Loan

Select to indicate that the student defaulted on a Canadian student loan.

Driver's License Number

Displays the student's driver's license number.

Overriding Institutional CNAS Options

Access the Student Extensions page (click the Student Extensions button on the Student Personal Info page).

The values on this page override institutional level options.

Note. Although many options can be entered and calculated, there might be only one value used to update federal need and family contribution (FC) values and only one value used to update institutional need and FC values. The most recent option entered is used in the calculation.

CNAS Rule Set (Canadian Need Analysis System rule set)	Select the CNAS Rule Set to use for this student. Select OSL or CSL.
Status	Select the effective status of the extension. Values include Active and Inactive. Only active extensions are processed.
CSL-OSL	Select the type of calculation to perform. O − OSL: Invokes OSAP special rules for parent tax table use and parental contribution calculations. C − CSL: Invokes Canadian rules for parent tax table use and parental contribution calculations.
Enrollment Override	Optionally select a value to override enrollment values for federal or institutional need calculation. Values are: Full-Time or Part-Time.
Override Standard Category	Optionally select a value to override standard category values for federal or institutional need calculation. Values are: Married: Indicates the student is married. Sng Dep: Indicates the student is single and a dependent. Sng Ind: Indicates the student is single and independent. Sole Supp: Indicates the student is the sole supporter of the household.
Prestudy Weeks Override	Optionally enter a value to override prestudy weeks values for federal or institutional need calculation.
Prestudy Housing Override	Optionally select a value to override prestudy housing values for federal or institutional need calculation. Values areO − Other or P − Parents.
Car Allowance Override	Enter a dollar amount to override car allowance values for federal or institutional need calculation.
Asset Allowance Override	Enter a dollar amount to override asset allowance values for federal or institutional need calculation.
Spouse Disabled	Select to indicate that the student's spouse is disabled and to override the values for federal or institutional need calculation.
FM/IM Use	Select one of the following: F − FM EFC: Use to calculate family contributions and to store information in federal methodology fields in Financial Aid. I − IM EFC: Use to calculate family contributions and to store information in institutional methodology fields. B − Both FM and IM: Use to store information in both FM and IM fields.
Use Cost of Attendance	Indicates whether F − fed year coa (federal year cost of attendance) or I − inst year coa (institutional year cost of attendance) is used in calculation of need.
Award Period Use	Indicates whether A - Academic, B − Both, or N − Nonstandard award periods are updated with calculation results.

Entering Student Family Status and Residency Information

Access the Student Current Stat/Residency page (Financial Aid, Canadian Application Data, Create/Update FT Application, Student Current Stat/Residency).

Marital Status

Displays the student's marital status.

Marital Status Date

If not single, select the date of the marriage.

Dependants Other Than Spouse

Select if the student has dependents other than a spouse.

Orphan or Ward of the Court

Select if the student is an orphan or a ward of the court.

In Workforce

Select if the student is in the workforce.

Student's Residence

Select the province in which the student lives.

Student's Residence Length

Select the length of time student has lived in the province. Values are:

1: less than 12 months.

2: at least 12 months.

Spouse's Residence

Select the province in which the student's spouse lives.

Spouse's Residence Length

Select the length of time the student's spouse has lived in the selected province from the following options:

1: less than 12 months.

2: at least 12 months.

Parent Residence

Select the province in which the student's parent lives.

Parent Residence Length

Select the length of time the student's parent has lived in the selected province from the following:

1: less than 12 months.

2: at least 12 months.

Dependents 11 and Under

Enter the number of dependents aged eleven or younger.

Dependents 12 to 18

Enter the number of dependents aged twelve to eighteen.

Dependents 19 and Older

Enter the number of dependents aged nineteen or older.

Child Care Costs

Enter a dollar amount if the student pays child care costs.

Entering Student Study Period Information

Access the Student Study Pd Info page (Financial Aid, Canadian Application Data, Create/Update FT Application, Student Study Pd Info).

Data in many of the fields on this page default from setup tables and from FA Term data. You can overwrite the default data on this page.

Anticipated Academic Program	Select an academic program in which the student plans to enroll.
Study Period Start Date and Study Period End Date	Enter the dates on which the study period begins and ends.
Course Load Percentage	Enter the percentage of a full-time course load in which the student is enrolled. For example, if the student is enrolled half-time, enter 50.00.
Cooperative Education Program	Select if the student is enrolled in a co-op program.
Correspondence/Distance Educ (correspondence/distance education)	Select if the student is enrolled in a correspondence or distance education program.
Merit Scholarship Recipient	Select if the student is receiving a merit scholarship.
Degree/Certificate	Select the degree or certificate that the student is working toward at the institution. Values are: 1: Diploma 2: Certificate 3: Bachelor's Degree 4: Master's Degree 5: Doctoral Degree
Year in Program	Enter the year of the program in which the student is currently enrolled.
Total Program Years	Enter the total number of years that it takes to complete the program.
Study Period Housing	Select a value to indicate whether a student is living with parents (P − parents) or living elsewhere (O − Other).
Travel Home Cost	Enter an amount allowed for a student to travel home from school during the study period.
Fed Year Cost of Attendance (federal year cost of attendance)	Enter the federal methodology amount for a yearly cost of attendance.
Inst Year Cost of Attendance (institutional year cost of attendance)	Enter the institutional methodology amount for a yearly cost of attendance.
Number of Terms	Enter the number of terms for use in the resource calculation for Additional Cost Recovery, which is a deregulated program.
Tuition Component	Enter tuition and fees data to be used by the Additional Cost Recovery program.
FA Number of Weeks	Enter the number of weeks that are considered part of the study period for financial aid purposes.
Regulated Program	Indicate whether a program is regulated (R − Regulated Program) or non-regulated (N – Non-Regulated Program) based on criteria from the Ministry of Education and Training.

Entering Student Financial Data

Access the Student Financial Data page (Financial Aid, Canadian Application Data, Create/Update FT Application, Student Financial Data).

Prestudy

Income	Enter the student's pre-study income amount.
Income Source	Select from the following values: 1: Ontario Disability Pgm 2: Family Benefits 3: General Welfare 4: Other
Prestudy Housing	Select from the following values: O: Other P: With Parents
Bankruptcy	Select if the student has declared bankruptcy in the past.

Study Period

Gross Income	Enter an amount for the student's gross income during the study period.
Other Income	Enter an amount for any other income the student receives during the study period.
S/B/A Income (scholarship, bursary, and award income)	Enter the gross income recorded on the student assistance application for income from scholarships, bursaries and awards the student is to receive during the study period.
Income Source	Select a source of income received during the study period from the following: 1: Employment Insurance 2: Loss of Earnings Benefits 3: Extended Care & Maint Alwnc (maintenance allowance) 4: Ontario Disability Support Pgm (program) 5: Ontario Works 6: Family Benefits 7: Natv Post-Sec Stu Sup Pgm (Native Post-secondary Student Support Program) 8: Canada Pension Plan 9: Other

Assets

Vehicle Make 1 and Vehicle Make 2	Enter the makes of the cars that the student owns.
Vehicle Model 1 and Vehicle Model 2	Enter the models of the cars that the student owns.
Vehicle Year 1 and 2	Enter the years of the cars the student owns.
Vehicle Value 1 and Vehicle Year 2	Enter the values of the cars that the student owns.
Retirement Savings Value	Enter the student's retirement savings amount.
Investment Value	Enter the student's investment value amount.

Entering Parent Data

Access the Parent Data page (Financial Aid, Canadian Application Data, Create/Update FT Application, Parent Data).

Marital Status

Select from: C − Common-law, D − Divorced, E − Separated, H − Head of Household, M − Married, S − Single, U − Unknown, and W − Widowed.

Dependents

Enter the number of dependents that the parents have.

Number in College

Enter the number of people in college in the parent's household.

Father's Information

Father's Social Insurance #	Enter the father's social insurance number.
Father Has No ID	Select this check box if the father has no social insurance number.
Father Actual Income and Expected Father's Earnings	Enter an amount for either the father's actual income or the father's expected earnings.

Father's Pension	Enter an amount for the father's pension if he receives one.
Father's Empl Ins Premium (father's employment insurance premium)	Enter an amount of employment insurance for the father.
Father's Tax Paid	Enter the amount of tax that the father paid.

Mother's Information

The fields in the Mother's Information group box are the same as those in the Father's Information group box.

Parent Income Source

Select the parent's income source from the following:

1: Ontario Disability Program

2: Family Benefits

3: General Welfare

4: Other

Entering Spouse Information

Access the Spouse Info page (Financial Aid, Canadian Application Data, Create/Update FT Application, Spouse Info).

Spouse

Select the student's spouse. The student's spouse is identified by an ID number, a relationship number, and relationship name. If the spouse is not among the options, enter the spouse's information on the Relationships page.

Spouse's Occupation

Select from the following values:

1: Full−time Student

2: Employed, full-time

3: Employed, part-time

4: Unemployed

5: Other

Transfer to Relationships Page

Click this link to access the Relationships page to enter a person's relationship to a student in your system.

Living in Canada

Select if the student's spouse lives in Canada.

Spouse Full-Time Course load

Select if the student's spouse is taking a full-time course load in school.

Spouse 12 Week Program

Select if the student's spouse is enrolled in a 12 week program.

Spouse Institution

Enter the name of the spouse's institution if the student's spouse is enrolled in a program.

Spouse Last High School Date

Enter the date that the spouse last attended high school.

Spouse Gross Income

Enter the amount of the spouse's gross income.

Spouse Income Source

Select from the following values:

1: Ontario Disability Prgm

2: Family Benefits

3: General Welfare

4: Other

Entering Signature and Next of Kin Information

Access the Signature/Next of Kin page (Financial Aid, Canadian Application Data, Create/Update FT Application, Signature/Next of Kin).

Next of Kin

Select the next of kin for the student. You may need to go the Relationship page to add a person before you can select the person.

Release To 1 and Release To 2

Select the first and second person to whom your institution releases information about the student. You may need to go the Relationship page to add a person before you can select the person.

Relationships

Click this link to access the Relationships page where you can enter a person's relationship to a student in your system.

Signature Information

Signer	Select a signer. Values are: Applicant, Father, Mother, and Spouse. You can have multiple signature information by adding additional rows.
Signature Type	Select a signature type. Values are: Collect Income Tax Info, Collect Personal Info, Part-time Appl Signature, and Release Personal Info. You can have multiple signature types by adding additional rows.
Date Signed	Enter the date signed for each signature type.

Maintaining Part-Time Student Data

Different Canadian financial aid applications are available for full-time and part-time students. Use the Part-time Application component to enter and maintain data for part-time students. If you have full-time application data in your system for a student, the system populates this data in the fields on the part-time application.

This section lists common elements and discusses how to:

Enter student and dependency information.
Enter student and spousal financial information.
Enter study period information.

Common Elements Used in This Section

Part-time Student Extension

Click to access the Student Extensions page where you can override the institutional CNAS options for the student.

Pages Used to Maintain Part-Time Student Data

Page Name	Definition Name	Navigation	Usage
Status/Residency	INST_PT_STDNT_A	Financial Aid, Canadian Application Data, Create/Update PT Application, Status Residency	Enter or view student and dependency information.
Student Extensions	STD_CNAS_PT_EXT	Click the Part-time Student Extensions link on the Status/Residency page..	Override institutional level options.
Financial Info	INST_PT_STDNT_CD	Financial Aid, Canadian Application Data, Create/Update PT Application, Financial Info	Enter or view student and spousal financial information.
Study Period Info	INST_PT_STDNT_EF	Financial Aid, Canadian Application Data, Create/Update PT Application, Study Period Info	Enter or view study period information.

Entering Student and Dependency Information

Access the Status/Residency page (Financial Aid, Canadian Application Data, Create/Update PT Application, Status Residency).

Date of Birth

Displays the student's date of birth.

CNAS Application Date (Canadian Need Analysis System application date)

Displays the date of the CNAS application.

Gender

Displays the student's gender.

Marital Status

Displays the student's marital status.

CSL Citizenship (Canada student loan citizenship)

Indicates whether the student is a citizen.

Dependents 11 and Under

Enter the number of dependents aged eleven or younger.

Dependents 12 to 18

Enter the number of dependents aged twelve to eighteen.

Dependents 19 and Older

Enter the number of dependents aged nineteen or older.

Part-time Weekly Child Care

Enter an amount if applicable.

Student's Residence

Select the province in which the student lives.

Course Load Percentage

Enter the course load percentage the student is taking.

Part-time Reason

Select from the following values:

1: Single Parent.

2: Elderly Dependents.

3: Restricted Mature Student.

4: Disabled.

5: Grade Improvement.

6: Excessive Debt.

7: Financial.

8: Course Not Available.

9: Program Almost Complete.

0: Other.

Fed Year Cost of Attendance (federal year cost of attendance)

Enter an amount for the federal year cost of attendance.

Inst Year Cost of Attendance (institutional year cost of attendance)

Enter an amount for the institutional year cost of attendance.

Prior SOG (prior special opportunity grant)

Select if the student has a prior special opportunity grant.

SAP for Previous SOG (student assistance program for previous special opportunity grant)

Select if the student has a student assistance program for previous special opportunity grant.

Perform SOG Grant Calc (perform special opportunity grant calculation)

Select to perform a calculation for SOG eligibility.

Note. Eligibility for SOG is calculated only if you select the Perform SOG Grant Calc check box.

Next of Kin

Select a number for the next of kin. You may need to go into the relationship page to add a person before you can select the number for next of kin.

Relationships

Click this link to access the Relationships page where you can enter a person's relationship to a student in your system.

Entering Student and Spouse Financial Information

Access the Financial Info page (Financial Aid, Canadian Application Data, Create/Update PT Application, Financial Info).

Student

Occupation	Select from the following options: Empl FT (employed full-time), Empl PT (employed part-time), FT Std (full-time student), Other, and Unemp (unemployed).
Weekly Hours	Enter the student's weekly hours worked.
Gross Income	Enter the student's gross income.

Spouse

Spouse ID	Enter the spouse's unique identification.
Weekly Hours	Enter the spouse's weekly hours worked.
Occupation	Select from the following options: Empl FT (employed full-time), Empl PT (employed part-time), FT Std (full-time student), Other, and Unemp (unemployed).
Gross Income	Enter the spouse's gross income.
Retirement Savings Value	Enter the value of the student's retirement savings.
Investment Value	Enter the value of the student's investments.
Prior Canadian Student Loan	Select if the student has a prior Canadian student loan.
Prior Part-time Loan	Select if the student has a prior part-time loan.
Amount of Prior Part-time Loan	Enter the student's prior part-time loan amount.
Defaulted Loan	Select if the student has defaulted on a loan.
Part-time Aid Requested	Enter the amount of part-time aid requested.
Student Signed	Select if the student signed the application.
Spouse Signed	Select if the student's spouse signed the application.

Entering Study Period Information

Access the Study Period Info page (Financial Aid, Canadian Application Data, Create/Update PT Application, Study Period Info)..

Study Period Start Date and Study Period End Date

Enter or view the dates on which the study period begins and ends.

Anticipated Academic Program

Select an anticipated program for the student.

Tuition and Fees Component

Enter a tuition and fee amount.

FA Number of Weeks

Enter the number of financial aid weeks.

Degree/Certificate

Select a degree or certificate for the student. Values are:

1: Diploma

2: Certificate

3: Bachelor's Degree

4: Master's Degree

5: Doctoral Degree

Reviewing CNAS Calculation Results

This section discusses how to:

View results of CNAS calculation 1.
View results of CNAS calculation 2.
View results of CNAS calculation 3.

Pages Used to Review CNAS Calculation Results

Page Name	Definition Name	Navigation	Usage
CNAS Results	CNAS_RESULTS	Financial Aid, Canadian Application Data, View CNAS Results, CNAS Results	View results of the calculations performed. You can run multiple calculations for a single student and view them by effective date and effective sequence.
CNAS Results 2	CNAS_RESULTS2	Financial Aid, Canadian Application Data, View CNAS Results, CNAS Results2	View results of the calculations performed.
CNAS Results 3	CNAS_RESULTS3	Financial Aid, Canadian Application Data, View CNAS Results, CNAS Results3	View results of the calculations performed.

Viewing Results of CNAS Calculation 1

Access the CNAS Results page (Financial Aid, Canadian Application Data, View CNAS Results, CNAS Results).

CNAS Rule Set (Canadian Need Analysis System rule set)

Displays the rule set of the CNAS calculation.

Student Category

Indicates the student's dependency status.

Total Initial Budget

Displays the student's budget.

CSL Amount (Canadian student loan amount)

Displays the CSL loan eligibility amount.

CSG Amount (Canadian study grant amount)

Displays the CSG eligibility amount.

Provincial Loan Amount

Displays the provincial loan eligibility amount.

SOG Amount (special opportunity grant amount)

Displays the SOG eligibility amount.

Overaward Used

Indicates whether overaward was used in the calculation.

Overaward Balance

Displays the overaward balance amount.

CNAS Abort Flag (Canadian Need Analysis System abort flag)

Displays the CNAS abort flag.

Full/Part Time

Indicates whether the student is full-time or part-time.

Budget Reduction/Cap

Displays the budget reduction amount.

Use Cost of Attendance

Displays the type of COA.

FM/IM Use (Federal methodology/institutional methodology use)

Displays whether the system used FM or IM in the calculation.

Award Period Use

Displays the award period that the system used for the calculation.

Viewing Results of CNAS Calculation 2

Access the CNAS Results2 page (Financial Aid, Canadian Application Data, View CNAS Results, CNAS Results2).

Minimum Prestudy Contribution

Displays the student's minimum prestudy contribution.

Actual Prestudy Contribution

Displays the student's actual prestudy contribution from income.

Prestudy Contribution Used

Displays the amount of prestudy contribution used from income.

Study Period Inc Contribution (study period income contribution)

Displays the expected study period contribution from income.

Asset Contribution

Displays the contribution amount based on assets.

Final Student Contribution

Displays the student's final contribution amount.

Father's Income Used

Displays the father's income used for calculation.

Mother's Income Used

Displays the mother's income used for calculation.

Parent's ADI (parent's annual discretionary income)

Displays the parent's annual discretionary income.

Total Parental Contribution

Displays the total parent contribution.

Parent Contribution for Student

Displays the parent contribution for the student.

Family Contribution

Displays the total family contribution.

Financial Need

Displays the financial need for the student.

Viewing Results of CNAS Calculation 3

Access the CNAS Results3 page (Financial Aid, Canadian Application Data, View CNAS Results, CNAS Results3).

Viewing Audits

This section discusses how to:

View changes made to applications.
View changes made to extension data.

Pages Used to View Audits

Page Name	Definition Name	Navigation	Usage
Application Audit	CSL_AUDIT	Financial Aid, Canadian Application Data, View Application Audit, Application Audit	View a history of changes made to entries for the student application record.
Extension Audit	EXT_AUDIT	Financial Aid, Canadian Application Data, View Extension Audit, Extension Audit	View changes made to the Student Extension record.

Viewing Changes Made to Applications

Access the Application Audit page (Financial Aid, Canadian Application Data, View Application Audit, Application Audit).

Date and Time Stamp

Displays the date and time changes were made to the application.

Field Name

Displays the changed field name.

Old Value

Displays the previous value before change.

New Value

Displays the new value.

User ID

Displays the unique identification of the person who made the change.

Record (Table) Name

Displays the record/table name of the changed field.

Viewing Changes Made to Extension Data

Access the Extension Audit page (Financial Aid, Canadian Application Data, View Extension Audit, Extension Audit).

Date and Time Stamp

Displays the date and time changes were made to the extension record.

Field Name

Displays the changed field name.

Old Value

Displays the previous value before the change.

New Value

Displays the new value.

User ID

Displays the unique identification of the person who made the change.

Record (Table) Name

Displays the record/table name of the changed field.

Inserting an ISIR Row

This section discusses how to create ISIR records for mass packaging.

Page Used to Insert an ISIR Row

Page Name	Definition Name	Navigation	Usage
ISIR Row Insert	RUNCTL_CAN_APP	Financial Aid, Canadian Application Data, Insert ISIR Rows, ISIR Row Insert	Create ISIR records for mass packaging.

Create ISIR Records for Mass Packaging

Access the ISIR Row Insert page (Financial Aid, Canadian Application Data, Insert ISIR Rows, ISIR Row Insert ).

Institution

Enter the institution for which to run the process.

Aid Year

Enter the aid year for which to run the process.

Input/Output file	Enter the file path and file name of the input/output file that you want to load.
Error file	Enter the file path and file name for the error file.
Name ID and SIN (social insurance number)	Select a check box to indicate which criteria to use in matching incoming student records to existing records in the database.
Record Add Level and Record Suspend Level	Indicates the admit level required to add a student record to the database or place it in suspense. The values are as follows: 0: Load Everyone 1: Recruits or Higher 2: Inactive Admits or Higher 3: Applicants or Higher 4: Active Admits or Higher 5: Accepted/Continuing Only Student records meeting criteria below the suspense admit level are not loaded from the OSAP file.
CSL Numeric Variable (Canada student loan numeric variable), Prov Loan Numeric Variable (province loan numeric variable), and CSG Numeric Variable (Canada study grant numeric variable)	Select a value. Variables enable the system to assign load data to numeric packaging variable fields. Note. Verify that the variable chosen is not already in use. This process overwrites any existing data in the chosen numeric packaging variable fields.

Academic Institution	Select the institution to populate the load data.
Aid Year	Select to process the data load.

Academic Institution	Indicates the institution for data that you want to maintain.
Aid Year	An awarding cycle with defined disbursement periods.
FA Student ID	Displays the student's unique identification.
Last Transaction Date	Displays the date of the last transaction.
Application Account Number	Displays the application account number.
Social Insurance Number	Displays the social insurance number.
Date of Birth	Displays the student's date of birth.
Student's Admit Level	Displays admission level. Values are: 0 - Student Not Found, 1 - Has Not Applied, 2 - Inactive, 3 - Applied/Pending, 4 - Admitted, and 5 - Accepted/Continuing.
OSAP Suspend Reason (Ontario Student Assistance Program suspend reason)	Displays reason for suspense. Values are: EmplID not matched, SIN not matched, Name not matched, EmplID/SIN not matched, EmplID/Name not matched, SIN/Name not matched, EmplID/SIN/Name not matched, and Student not at load level.
ID	Enter the student's unique identification.
Add to Results	Select to move the student's record from suspense to the load results table.
Pending	Select to keep the student's record in suspense. For example, if your institution only loads admitted students and you know that a student is not yet admitted, you would select Pending to keep the student in suspense.
Delete from Suspense	Select to move the student from suspense.

Academic Institution	Select the institution for the suspense data you want to move.
Aid Year	Select the aid year for the suspense data you want to move.

Date of Birth	Displays the student's date of birth.
CNAS Application Date (Canadian Need Analysis System application date)	Select the date that the CNAS application was filed.
Preferred Language	Displays the preferred language for the student.
Disabled	Displays whether the student is disabled.
CSL Citizenship	Displays whether CSL citizenship is established.
Last High School Date	Displays the date that the student last attended high school.
Years Out of High School	Displays the number of years the student has been out of high school.
Gender	Displays the student's gender.
Prior Postsecondary Studies	Select to indicate that the student has prior postsecondary studies.
Prior Postsecondary Date	Enter the date the student was last studying at the postsecondary level.
Prior Canadian Student Loan	Select to indicate that the student received a Canadian student loan in the past.
Defaulted Loan	Select to indicate that the student defaulted on a Canadian student loan.
Driver's License Number	Displays the student's driver's license number.

Marital Status	Displays the student's marital status.
Marital Status Date	If not single, select the date of the marriage.
Dependants Other Than Spouse	Select if the student has dependents other than a spouse.
Orphan or Ward of the Court	Select if the student is an orphan or a ward of the court.
In Workforce	Select if the student is in the workforce.
Student's Residence	Select the province in which the student lives.
Student's Residence Length	Select the length of time student has lived in the province. Values are: 1: less than 12 months. 2: at least 12 months.
Spouse's Residence	Select the province in which the student's spouse lives.
Spouse's Residence Length	Select the length of time the student's spouse has lived in the selected province from the following options: 1: less than 12 months. 2: at least 12 months.
Parent Residence	Select the province in which the student's parent lives.
Parent Residence Length	Select the length of time the student's parent has lived in the selected province from the following: 1: less than 12 months. 2: at least 12 months.
Dependents 11 and Under	Enter the number of dependents aged eleven or younger.
Dependents 12 to 18	Enter the number of dependents aged twelve to eighteen.
Dependents 19 and Older	Enter the number of dependents aged nineteen or older.
Child Care Costs	Enter a dollar amount if the student pays child care costs.

Marital Status	Select from: C − Common-law, D − Divorced, E − Separated, H − Head of Household, M − Married, S − Single, U − Unknown, and W − Widowed.
Dependents	Enter the number of dependents that the parents have.
Number in College	Enter the number of people in college in the parent's household.

Spouse	Select the student's spouse. The student's spouse is identified by an ID number, a relationship number, and relationship name. If the spouse is not among the options, enter the spouse's information on the Relationships page.
Spouse's Occupation	Select from the following values: 1: Full−time Student 2: Employed, full-time 3: Employed, part-time 4: Unemployed 5: Other
Transfer to Relationships Page	Click this link to access the Relationships page to enter a person's relationship to a student in your system.
Living in Canada	Select if the student's spouse lives in Canada.
Spouse Full-Time Course load	Select if the student's spouse is taking a full-time course load in school.
Spouse 12 Week Program	Select if the student's spouse is enrolled in a 12 week program.
Spouse Institution	Enter the name of the spouse's institution if the student's spouse is enrolled in a program.
Spouse Last High School Date	Enter the date that the spouse last attended high school.
Spouse Gross Income	Enter the amount of the spouse's gross income.
Spouse Income Source	Select from the following values: 1: Ontario Disability Prgm 2: Family Benefits 3: General Welfare 4: Other

Next of Kin	Select the next of kin for the student. You may need to go the Relationship page to add a person before you can select the person.
Release To 1 and Release To 2	Select the first and second person to whom your institution releases information about the student. You may need to go the Relationship page to add a person before you can select the person.
Relationships	Click this link to access the Relationships page where you can enter a person's relationship to a student in your system.

Study Period Start Date and Study Period End Date	Enter or view the dates on which the study period begins and ends.
Anticipated Academic Program	Select an anticipated program for the student.
Tuition and Fees Component	Enter a tuition and fee amount.
FA Number of Weeks	Enter the number of financial aid weeks.
Degree/Certificate	Select a degree or certificate for the student. Values are: 1: Diploma 2: Certificate 3: Bachelor's Degree 4: Master's Degree 5: Doctoral Degree

CNAS Rule Set (Canadian Need Analysis System rule set)	Displays the rule set of the CNAS calculation.
Student Category	Indicates the student's dependency status.
Total Initial Budget	Displays the student's budget.
CSL Amount (Canadian student loan amount)	Displays the CSL loan eligibility amount.
CSG Amount (Canadian study grant amount)	Displays the CSG eligibility amount.
Provincial Loan Amount	Displays the provincial loan eligibility amount.
SOG Amount (special opportunity grant amount)	Displays the SOG eligibility amount.
Overaward Used	Indicates whether overaward was used in the calculation.
Overaward Balance	Displays the overaward balance amount.
CNAS Abort Flag (Canadian Need Analysis System abort flag)	Displays the CNAS abort flag.
Full/Part Time	Indicates whether the student is full-time or part-time.
Budget Reduction/Cap	Displays the budget reduction amount.
Use Cost of Attendance	Displays the type of COA.
FM/IM Use (Federal methodology/institutional methodology use)	Displays whether the system used FM or IM in the calculation.
Award Period Use	Displays the award period that the system used for the calculation.

Minimum Prestudy Contribution	Displays the student's minimum prestudy contribution.
Actual Prestudy Contribution	Displays the student's actual prestudy contribution from income.
Prestudy Contribution Used	Displays the amount of prestudy contribution used from income.
Study Period Inc Contribution (study period income contribution)	Displays the expected study period contribution from income.
Asset Contribution	Displays the contribution amount based on assets.
Final Student Contribution	Displays the student's final contribution amount.
Father's Income Used	Displays the father's income used for calculation.
Mother's Income Used	Displays the mother's income used for calculation.
Parent's ADI (parent's annual discretionary income)	Displays the parent's annual discretionary income.
Total Parental Contribution	Displays the total parent contribution.
Parent Contribution for Student	Displays the parent contribution for the student.
Family Contribution	Displays the total family contribution.
Financial Need	Displays the financial need for the student.

Date and Time Stamp	Displays the date and time changes were made to the application.
Field Name	Displays the changed field name.
Old Value	Displays the previous value before change.
New Value	Displays the new value.
User ID	Displays the unique identification of the person who made the change.
Record (Table) Name	Displays the record/table name of the changed field.

Institution	Enter the institution for which to run the process.
Aid Year	Enter the aid year for which to run the process.