Manage College Financing Plan

You can configure the information displayed on the student's College Financing Plan (CFP), formerly known as Shopping Sheet.

Manual Processing Steps

Student Self-Service Login

A Self-Service User Type of Admin is required to access Settings.

1. Log into Student Self-Service as an Admin.
2. Navigate to Settings > College Financing Plan Configuration..
   Note: CFP Funds Configuration that was previously setup in Self-Service Settings is now done using the Fund CFP Guide.
3. Click Configuration tab to enable the CFP by Template Type and Award Year.
4. Select a Template Type:
   • Graduate Students.
   • Undergraduate Students.
5. Select an Award Year.
6. Click Loan Options.
7. Select an Award Year.
8. Select a Template Type:
   • Graduate Students.
   • Undergraduate Students.
9. Enter the Interest Rate and Loan Fees for each loan type.
10. Click Save.
11. Click Work Options.
12. Select an Award Year.
13. Select a Template Type:
    • Graduate Students.
    • Undergraduate Students.
14. Enter the:
    • Work-Study Hours Per Week (estimated) (graduate or undergraduate).
    • Work-Study Amount Per Year (graduate or undergraduate).
    • Assistantships Amount Per Year (graduate only).
    • Other Campus Job Amount Per Year(undergraduate only).
    Note: Beginning with the 2023-2024 Aid Year and forward, if you package students with Fund Codes that have a CFP_Category of Work Study, Other Campus Job, or Assistantship, you don't need to enter values for these fields. Only enter a value in these fields if you would like to display a standard value for a specific template type and Aid Year when a student isn't packaged for the corresponding Fund Code.
15. Click Save.
16. Click Configurable Content Options.
17. Enter Institution Name.
18. Select an Award Year.
19. Select a Template Type:
    • Graduate Students.
    • Undergraduate Students.
20. Enter text in the:
    • Loan Amounts Section: Default text is delivered beginning with the 2022-2023 Award Year.
      Note: For the 2021-2022 Award Year, enter the text provided by U.S. Department of Education in their CFP templates for the Loan Amounts Section.
    • For More Information Section.
    • Education Tax Benefits Section: Removed effective with the 2022-2023 Award Year.
      Note: For the 2021-2022 Award Year, enter the text provided by U.S. Department of Education in their CFP templates for the Education Tax Benefits Section.
    • Next Steps Section.
    • Customized Information Section.
21. Click Save.