Manually Add a Non-Federal Fund
You can manually add Non-Federal Funds to the student's package through the Student Financial Planning UI.
Overview
Simply select the type of non-federal fund and the associated award year. Upon the request to add the non-federal fund to the student's package, Student Financial Planning runs an initial eligibility check (based on configuration). You can immediately see if student record fails any of the configured eligibility checks. It is important that you also check any eligibility criteria that isn’t configured to be checked by SFP before certifying the fund is eligible. If the user fails any of the eligibility items, you can bypass the configured check and continue by certifying the student is eligible for the fund.
When you certify the student is eligible for the fund, Student Financial Planning displays the data fields. Enter all the required data for each individual period and add more periods if necessary and then save. Once the fund has been added and the student record is repackaged, you can see the non-federal fund in the student's package.
Required Role Permissions
The user must have a role with the following General Permission(s) through Roles Management to complete the manual processing steps listed below.
- Student
- NFF Workflow
See Set General Permissions Matrix for more information.
Manual Processing Steps
Log into the Student Financial Planning UI.
- Enter the student's external student ID number in the search field.
- Navigate to .
- Click Add NFF Period.
- Enter a Fund Code and select an Award Year in the Choose a Fund search dialog.
- Select the Fund and click Next.
- Review the eligibility requirements that Student Financial Planning
automatically checks.Note: Review and verify any other eligibility criteria necessary based on institutional policy before certifying the fund.
- Check the box to certify the student is eligible to receive the fund.
- Enter all data for each non-federal fund period.
- Add more periods as needed.
- Click Save.