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Understanding the FISAP Report

Using the FISAP process, you report expenses for Federal Campus-Based programs—the Federal Supplemental Education Opportunity Grant (FSEOG), Federal Work-Study, and Federal Perkins Loan programs. The Department of Education uses the distribution of expenditures to evaluate whether institutions are appropriating their federal allocation of Campus-Based funds to applicants with the most need. The reported spending levels affect subsequent year allocations. The programs enable you to transfer certain percentages of funds back to last year or forward to the next year to best use unexpended funds.

For your school to transmit, receive, and report FISAP data, you must submit your FISAP expenditures to the Department of Education through their FISAP website at http://www.cbfisap.sfa.ed.gov/. Your personal identification number (PIN) allows you access to information in various department systems. If you do not have a PIN, go to www.pin.ed.gov to apply. You must also have a TG number. The system uses the TG number to identify your school and your access rights to the eCampus-Based system. If you do not have a TG number, go to www.fsawebenroll.ed.gov.

Use the provided structured query report (SQR) to print and to enter the calculated values into the Department of Education FISAP for Windows or FISAP on the web. For audit purposes, the Department of Education requires that you keep data logs and backups of your final FISAP reports and any records necessary to support their data (for example, the source data for the income grid) for three years from the end of the award year for which you submitted the FISAP.

The following FISAP report information is generated:

This section discusses:

The FISAP report includes only students who:

  • Have an FA Term (financial aid term) build source of T-Term or M-Manual. You can view the source on the FA Term Build Statistics page.

  • Have an official Institutional Student Information Record (ISIR) on file. You can view the status of a student's ISIR using the EFC Status (expected family contribution status) field on the Federal EFC Summary page.

  • Are eligible citizens based on the Social Security Administration (SSA) Citizenship Indicator database match, DHS/INS database match, and secondary DHS/INS database match. You can view the student's citizenship status in the SSA Citizenship Indicator field on the Database Matches page. Additional logic allows either the DHS/INS Match Override or SSA Citizenship Indicator Override on the Database Matches page to determine eligible citizenship status. To do this, select either the SSA Citizenship Override check box or the DHS/INS Match Override check box or both on the Eligible Aid Applicants for Award Year 20nn-20nn page.

  • Have awards with financial aid item types of FSEOG, Federal Perkins Loan, Federal Work-Study, or Federal Pell Grant at the time of disbursement. Even if the institution changes the financial aid item type of the award after disbursing the award, the FISAP report still counts the student and the award amount in the proper category.

The FISAP report uses the following rules when categorizing the selected students:

  • The most recent effective-dated sequenced ISIR row for students who meet the above report selection criteria.

  • The student's National Student Loan Data System (NSLDS) loan year value determines whether the report counts the student as an undergraduate or graduate for the FISAP report.

  • If a student is less than full-time based on enrollment status in the final term of the award year, the system counts the student as less than full-time for the entire year for FISAP purposes.

  • Total FISAP income is derived directly from the student's ISIR.

  • The Central Processing System (CPS) assigns students who meet certain tax filing and income criteria for an automatic EFC of zero. These students have an automatic zero EFC flag set to yes on their ISIR. If set to yes, this flag is on the EFC/DB Matches page in the ISIR Corrections component.

    To qualify as an Auto Zero EFC candidate on the report, the CPS must process the student's ISIR as official and must flag it with a Y in the Auto Zero EFC field. If you make changes to the student's ISIR record, and INAS determines that the student qualifies as an Auto Zero EFC candidate, schools must have the ISIR reprocessed by the CPS. The FISAP report identifies Auto Zero EFC candidates as all students with a Y value for AUTO_ZERO_EFC on the ISIR_COMPUTED table and an O value in EFC_STATUS on the ISIR_CONTROL table.

  • The third page of the FISAP report identifies graduate students who received an FSEOG as an undergraduate student in a previous term in the same award year. This page is for your information, because these students are included and reported in the appropriate sections of Application Part VI of the Program Summary Grid, based on the Department of Education's instructions. These instructions stipulate that the funds received by these FSEOG recipients should be categorized in the appropriate undergraduate category (dependent or independent by income). If the student received only FSEOG, the student is also included in the undergraduate category for the unduplicated count. If the recipient also received Federal Perkins or Federal Work-Study funds, only the student's undergraduate FSEOG funds must be reported in the appropriate undergraduate category.

    The student is then reported in the unduplicated recipients column only once by using the student's career in the final term of the award year (in this case, as a graduate student). For Federal Perkins and Federal Work-Study students, a student's career for the final term of the award year determines a student's career for FISAP purposes. To verify manually that these students are categorized correctly, use the information on the third page of the SQR report. The system does not generate a third page if no graduate students with an FSEOG exist.

Part II, Section E of the FISAP report lists total expenditures in dollar amounts. The report process gathers award disbursement information based on financial aid item type setup to calculate the total Pell, ACG and SMART grant expenditures for the aid year. Financial aid item type is defined with a Source value of Federal and a Federal ID value of Pell, ACG, or SMART on the Financial Aid Item Type 1 page. These totals include all students who received a Pell, ACG and/or SMART grant award, regardless of NSLDS loan year.

The system calculates the total for state grant and scholarship expenditures to undergraduates for the award year from award disbursement information based on financial aid item type setup. Financial aid item type setup is defined with a Source value of State and a Federal ID value of Grant or Scholarship on the Financial Aid Item Type 1 page. For each term, the student must also be an undergraduate according to their NSLDS loan year (NSLDS loan years 0 through 5). The calculation does not gather award disbursement information for terms when the student is a graduate.

Part II, Section F of the report lists the number of eligible aid applicants in an institution by income level. At various taxable and untaxed income levels, it tracks the following information:

FISAP Report Column

Eligible Aid Applicants

A

Dependent undergraduates without degrees.

B

Dependent undergraduates with degrees.

C

Independent undergraduates without degrees.

D

Independent undergraduates with degrees.

E

Graduate and professional students.

Part VI, Section A lists the number of students receiving Federal Perkins, FSEOG, and Federal Work-Study awards at various undergraduate dependent, undergraduate independent, and graduate and professional income levels. You can view both the number of recipients and amount of funds for each aid type. This section also lists totals for each aid type and for "automatic" zero EFC students, and provides a summary of funds and recipients at each income level.

The counts in this section of the FISAP report are unduplicated counts because the system counts each student once, whether or not a student receives multiple types of awards.

FISAP Report Column

Distribution of Program Recipients

A

Federal Perkins Loan Recipients

B

Federal Perkins Loan Funds

C

FSEOG Recipients

D

FSEOG Funds

E

FWS Recipients

F

FWS Funds

G

Unduplicated Count of Students