1. Configuration Reference for Student Financial Planning
  2. Title IV Criteria Guide

Title IV Criteria Guide

Use this workbook to configure the awarding criteria for Title IV funds.

Workbook Description

The file name for this workbook is T4_CRIT.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 Description
OPEID A Y

String

Alphanumeric ASCII text, 8 digit number.
U.S. Department of Education assigned OPEID.
  • 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 are updated to SCHOOL_CONFIGURATION.OPEID
  • Refer to the OPEID column of this School Workbook when another workbook requires the school OPEIDs and ensure that the OPEIDs in both workbooks remain in sync.
Enrollment statuses B N
Enumeration
  • AM - Admitted/Not Started
  • F - Full Time
  • H - Half-time or more, but less than full-time
  • L - Less than half- time
  • A - Approved Leave of Absence
  • X - Never Attended
  • C - Cancel *
  • G - Graduated
  • D - Deceased *
  • W - Withdrawn (voluntary or involuntary)

The list of all possible enrollment statuses that needs to be in order to meet awarding criteria.

Separate statuses using the Pipe Character (|).
Academic statuses C N

String

Alphanumeric ASCII text.

The list of all possible academic statuses needed to meet awarding criteria.

Examples:
  • RG - Regular
  • AP - Academic Probation

Separate statuses using the Pipe Character (|).
Admission statuses D N

String

Alphanumeric ASCII text.

The list of all possible admission statuses needed to meet awarding criteria.

Examples:
  • RG - Regular
  • AM - Admitted
  • PV - Provisional

Separate statuses using the Pipe Character (|).
Eligibility - High School Equivalence E N

Boolean

  • TRUE
  • FALSE

Determine whether to evaluate ISIR Field #29 (HS Diploma or Equivalent) when calculating General Title IV eligibility.
BBAY Start Date Offset F N

Integer

Any Positive Number.

 The academic year start date is less than the configured number of days in the future
Course Start Date Offset G N

Integer

Any Positive Number.

 There is at least one course in the academic year that is in any status other than Projected and the start date of that course is less than the configured number of days in the future
Aid Year H N

String

Alphanumeric ASCII text, up to 255 characters in YYYY-YYYY format.

Aid Year associated to fund.
Effective Start Date I N Date

Date configuration is enabled.

Enable the Configuration in the UI

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

Required Permissions

You must have a role with the following General Permission(s) and/or Document Permission(s) through Roles Management in order to enable and view the configuration in the UI.

  • Student

See Set General Permissions Matrix.

Configuration in the User Interface

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

  1. Student Search > Student > Financial Information > Packaging
  2. Click the active link next to a Title IV fund in the fund information table
  3. Click the second tab of the pop-out dialog box "Accepted and Awarded Amounts"

Understanding How the Baseline Configuration Works

Awarding Criteria

In the baseline configuration for the student to progress to an Awarded status they must have an acceptable Enrollment, Academic, and Admissions status and the BBAY Start Date and Course Start Date must be less than 180 days in the future. Their High School Equivalence can be false, but if it is false, the student does not meet Title IV General Eligibility requirements and will be considered ineligible for Title IV Funds in the baseline configuration.