School Guide
Use this workbook to establish general school level details necessary for processing financial aid. Some parameters defined here include, for example: Federal School ID, OPEIDs, and Right to Cancel Deadline.
Workbook Description
This workbook contains school specific information like your school name, campus name, and data that enables integration with U.S. Department of Education (ED) systems. The information housed in this workbook provides a gateway to transmit or consume information such as ISIR data with the Central Processing System (CPS), origination and disbursement messages with the Common Originations and Disbursements (COD) system. In order to connect to TD Client, your institution must update the school's Federal School Code, OPEIDs, COD Routing ID, and TG Mailbox in this workbook.
The file name for this workbook is School.csv.
- Field Name.
- Column: Spreadsheet column associated with the field.
- Required?: Denote if you're required to populate the field or not.
- Field Type and Accepted Values:
- String: These are usually alphanumeric.
- Integer: Numeric, a whole number.
- Double: Numeric with places to the right of the decimal.
- Enumeration: List of values.
- Boolean: True or False, Yes or No.
- Groovy script: A logical query using groovy script.
- Date: yyyy-mm-dd format.
- Description.
Field Name | Column | Required? | Field Type and Accepted Values | Description |
Federal School Code | A | Y |
String Alphanumeric ASCII text, 6 characters. |
U.S. Department of Education assigned federal school code |
COD Routing ID | B | Y |
String Alphanumeric ASCII text, 8 digit number. |
U.S. Department of Education assigned COD Routing (Entity) ID |
OPEID | C | Y |
String Alphanumeric ASCII text, 8 digit number. |
U.S. Department of Education assigned OPEID.
|
Disable_Pace_of_Completion | D | N |
Groovy script TRUE, FALSE, blank |
SCript to disable the Pace of Completion calculation for SAP. You can override this in the SAP UI. Baseline value is set to blank which means Pace of Completion calculation is enabled. |
Minimum Pace of Completion | E | Y |
Double Any numerical value. Baseline value is set to 0.67. |
Minimum Pace of Completion %. |
Maximum Approved SAP Appeals | F | Y |
Integer Any Positive Number. Baseline value is set to 2. |
Maximum number of approved SAP appeals that can be requested for any student record. |
SAP Appeals Initiating Doc | G | Y |
String Valid configured document code. |
SAP Appeal Document Document student must submit to start the SAP Appeal process. Baseline value is SAPAppealRequest. |
Prior_Year_Determination_Credit_Balance | H | N |
Enumeration
|
How the system should determine what is the prior year is when calculating $200 prior year FA charges during credit balance determination. |
Right to Cancel Deadline | I | Y |
Integer Any Positive Number. Baseline value is set to 2. |
The number of days after the disbursement message has been sent in which the student can accept a lower amount of the disbursement or cancel the fund without applying the Right to Cancel rules. |
Number of Days delay to Determine Disbursement Dates | J | Y |
Integer |
The number of days that should be added to or removed from the payment period/loan payment period to determine the disbursement dates. This is only applicable to Title IV funds. NFF disbursements are managed in the NFF workbook. For example, minus 10 (-10) would set disbursement date to 10 days prior the start of the term. Because the course start date may be different than the Term start date, you may need to add disbursement criteria to limit disbursements from going out too early prior to the first course start date. |
Late Disbursement Acceptance Deadline Timeframe | K | Y |
Integer Any Positive Number. Baseline value is set to 2. |
Number of days from when the Late Disbursement Information was sent in to which Disbursement Acceptance must be received within by the system. |
PWD Acceptance Deadline Timeframe | L | Y |
Integer Any Positive Number. Baseline value is set to 2. |
Number of days from when the post-withdrawal Disbursement Information was sent in to which Disbursement Acceptance must be received by the system. |
Grant Overpayment Student Notification | M | Y |
String Alphanumeric ASCII text,up to 255 characters |
Configured message when grant overpayment exists |
Valid ISIR Deadline for Non-Withdrawn Students | N | Y |
Integer |
Number of days from when the ISIR information for Non-Withdrawn
students disbursements was sent in which valid ISIR fields must
be receivedby the system.
Note: DEADLINE FOR
WITHDRAWN STUDENTS: Valid ISIR Deadline Configuration for
Withdrawn Students = R2T4_CFG_DEADLINE.NUMBER_OF_DAYS - 1
day |
R2T4 Deadline | O | Y |
Integer |
This is the number of days the system waits from the DOD before forcing an R2T4 calculation if the calculation is pending for any reason. |
Include Prior Year Outstanding Balance? | P | Y |
Boolean
|
Election for whether the Prior Year Outstanding Balance should be calculated and included to determine the credit balance amount. |
Total COA Loan Fee To Add | Q | Y |
Enumeration
|
Defines which loan fee isadded to the student's Total Cost of Attendance, if the packaging engine is packaging the student for that Cost of Attendance. |
Actual COA Loan Fee To Add | R | Y |
Enumeration
|
Defines which loan fee is added to the student's Actual Cost of Attendance, if the packaging engine is packaging the student for that Cost of Attendance. |
Change of Program - Max Days Out of Attendance | S | Y |
Integer |
Maximum number of days that a student can be out of attendance and still be considered continuously enrolled for the first condition to stay in the same Payment Period. |
Validate Number of Break Days for LOA/Breaks | T | Y |
Boolean
|
Indicates if system should validate Number of Break Days in LOA/Breaks inbound message. |
Effective Date of Full First Academic Years for External Transfer / Advancing Degree Students | U | Y | Date |
Effective date by which Client wants New packaging logic to become effective The greater of the packaging start date/program start date is compared to this field if greater than the config date - then uses new logic |
Count Repeat Courses in SAP - Pace of Completion? | V | Y |
Boolean
|
Indicates if system should count Repeat Courses towards Students' Pace of Completion component of SAP Calculation. Baseline value is set to TRUE so that any repeat courses from the SAFI are included in the SAP calculation. |
Count Repeat Courses in SAP - Max Time Frame? | W | Y |
Boolean
|
Indicates if system should count Repeat Courses towards Students' Max Time Frame component of SAP Calculation |
Days Between FAH File Requests | X | Y | Integer |
Days after the initial FAH File request is sent upon receipt of ISIR; Next FAH File request. Baseline value is set to TRUE so that any repeat courses from the SAFI are included in the SAP calculation. |
Backdated LOA Return Disbursed Funds Policy | Y | Y |
Boolean
|
Return loan funds disbursed during backdated LOA? Table integer translated. |
Additional ISIR Matching Criteria | Z | Y |
Enumeration
|
Additional Criteria that are used to match Student to ISIR Record
if initial attempt of SSN fails.
Note: This value is
ignored if an ISIR Matching Criteria Combination (Column AE)
is provided |
Enrollment_Status_Determination | AA | Y | Query |
To specific how the system should determine the student's enrollment status. Valid logical query returning one of the following enrollment
statuses:
|
Create User Task If Automatic ISIR Matching Fails | AB | Y |
Boolean
|
Indicates if system should create a matching user task when automatically matching ISIRs to Students when the criteria specified fails. |
ISIR Matching Criteria Combination | AC | Y |
Enumeration
|
Criteria values available for use when matching ISIRs to Students. Matching Criteria combo (for example - SSN~DOB). Combine any of these with any other single criterion to create a
Matching Criteria combination:
Examples of Syntax:
Example Valid Matching Rules:
Note: The legacy ISIR matching logic (Column AC -
Additional ISIR Matching Criteria) is used if this value is
not provided.
|
Active CIP Code Year | AD | N |
String 2010,2020 |
CIP Code Classification year from SAFI. ED introduced new CIP Codes beginning with the 2020-2021 Award Year; the first since 2010. This field determines which classification year to use (2010 or 2020) for COD reporting purposes. |
SAP_Evaluation_Period_Determination_Script | AE | Y | Groovy script | Determines whether to evaluate SAP on a Term/Payment Period or
Academic Year basis. TRUE (Academic Year),FALSE (Term/Payment Period) You can define specific populations to be evaluated differently. Students with a prior SAP status of FD, FW, or FP, are evaluated by Term/Payment Period regardless of configuration. Baseline value is set to return FALSE, which evaluates by Term/Payment Period. |
Summer_EFC_Need_Calc | AF | N | Date | The Summer EFC calculation is applied if the academic year end date is greater than the effective date set in the Summer_EFC_Need_Calc column. |
Considerations for Configuration
For testing the system, none of the fields in this workbook are required to be updated.
The only fields that are required to be updated in this workbook for use in a production environment are:
- School Name
- Campus Name
- Federal School Code
- COD Routing ID
- OPEID
- TG Mailbox