R2T4 CHBD Guide

Use this workbook to define additional criteria that should be considered when determining Could Have Been Disbursed (CHBD) criteria per fund code, based on Admissions and/or Academic statuses from the SAFI message. This is part of configuring U.S. Department of Education (ED) Return to Title IV (R2T4) calculations.

Workbook Description

The file name for this workbook is R2T4_CHBD.csv.

Configuration Workbooks are delivered in the form of Excel spreadsheets. In these spreadsheets, every configurable field is represented as a spreadsheet column and there are as many spreadsheet rows as needed for that particular configuration. Here are the column descriptions:

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
OPEID	A	Y	String. ED assigned Office of Post-secondary Education ID (OPEID) an 8-digit number.	Refer to the OPEID column of School Workbook and ensure that the OPEIDs in both this workbook and the School workbook remain in sync. List the primary OPEID first if multiple exist Separate each OPEID with the "~" character Example: 12345677~12345678~12345679 First 6 characters of first valid value will be updated to SCHOOL_CONFIGURATION.OPEID Reference: OPEID column of School Workbook.
Fund Code	B	Y	String. Any Title IV Fund Code.	Fund Code whose CHBD Eligibility Criteria will be evaluated. Reference: FUND_CODE.R2T4_CFG_CHBD.
Academic Statuses	C	N	String. Any valid Academic Status. If listing multiple values, separate each value with the Pipe character.	The list of all possible academic statuses that needs to be in, in order to meet CHBD eligibility. Reference: ACADEMIC_STATUSES.R2T4_CFG_CHBD.
Admission Statuses	D	N	String. Any valid Admission Status. If listing multiple values, separate each value with the Pipe character.	The list of all possible admission statuses that needs to be in, in order to meet CHBD eligibility. Reference: ADMISSION_STATUSES.R2T4_CFG_CHBD.

Academic Statuses

The Academic status is defined by the institutions Student Information System (SIS)

Status	Description
RG	Regular
AP	Academic Probation
DA	Disqualified for Admission
AD	Academic Disqualification
SD	Scholastic Disqualification
SS	Scholastic Suspension
EX	Expulsion

Admission Statuses

The Admission status is defined by the institutions Student Information System (SIS)

Status	Description
AM	Admitted
CD	Conditional
DC	Denied for Cause
DE	Admission Deadline Exceeded
DF	Deferred
DN	Denied
ND	Non-Degree
OP	Orientation Pending
PV	Provisional
RE	Re-entry Required
RI	Registered International Credits
RG	Regular
RR	Registered

Enable the Configuration in the UI

You do not have to complete any setup in the user interface to enable this configuration.

Considerations for Configuration

If you are using a third party SIS, you need to map your institutions Academic and Admissions statuses to the available Academic and Admissions statuses in SFP. If you are using Oracle, PeopleSoft Campus Solutions, this mapping is not required.
You can configure additional criteria that should be evaluated when determining if a fund meets CHBD eligibility.
You can configure the system to use the COD Request Date or the COD Acceptance Date to determine if loan funds should be included in the CHBD field.

Configuration in the User Interface

The configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:

Student Search > Student > Financial Information > R2T4 Information
CHBD details are visible in Steps 1 and 3 of the R2T4 calculation