Updates to fund eligibility reporting for OBBB support

The Term Fund Eligibility Report and Term Fund Ineligibility Report now include new OBBB-related outputs added to SFP reporting and export views. These enhancements help you more quickly determine why funds were or were not packaged for a specific student and package version.

Existing Navigation:

  • Navigate to BI Publisher > Shared Folders > SFP Reports > Monitoring.

Added Values

  • Pell
    • Workforce Pell Tuition and Fees
  • Sub
    • Change of Program Remaining Eligibility
    • Loan Enrollment Intensity
    • Pre-enrollment Intensity Award Amount
    • Post-enrollment Intensity Award Amount
  • Unsub
    • Change of Program Remaining Eligibility

    • Loan Enrollment Intensity

    • Pre-enrollment Intensity Award Amount
    • Post-enrollment_intensity_award_amount
  • GPLUS
    • Grad Plus Loan Limit
    • Loan Enrollment Intensity
    • Pre-enrollment Intensity Award Amount
    • Post-enrollment Intensity Award Amount
  • PLUS
    • Parent Plus Aggregate Remaining Eligibility
    • Parent Plus Annual Remaining Eligibility
    • Parent Plus Loan Limit
  • Applicable loan fund sections
    • Ed Loan Limit Exception
    • Institutional Limit
    • Lifetime Max Remaining Eligibility
    • Loan Limit Exception
    • COD Enrollment Status Effective Date

Business Benefit: The updates to Fund Eligibility Reporting for OBBB Support enable institutions to more effectively evaluate why specific funds were or were not packaged, improve award review and triage, and provide a seamless transition as OBBB-related eligibility outputs are added to existing monitoring reports.

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

  • Run the Term Fund Eligibility Report or Term Fund Ineligibility Report using the existing parameters and review the added outputs in the applicable fund sections.
  • If a selected fund is not present for the student and package version, the report continues to display `No Data`.
  • Added fields follow existing null and blank handling conventions, including displaying `0` where applicable.

Key resources