1. Configuration Reference for Student Financial Planning
  2. COA Term Academic Year Guide

COA Term Academic Year Guide

Use this workbook to define what makes a student a full-time, full-year student for purposes of determining the student's Federal Pell Grant Cost of attendance (COA).

Overview

Define elements of calculating Pell Grant COA in this workbook.

Workbook Description

The file name for this workbook is COA_TERM_ACY.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
Program Type A Y

Enumeration

List of enumerations:
  • CERTIFICATE_GRADUATE
  • CERTIFICATE_UNDERGRADUATE
  • ASSOCIATE
  • BACHELORS
  • GRADUATE
  • DOCTORAL
  • CERTIFICATE_POST_BACCALAUREATE
  • NON_CREDENTIAL
  • CERTIFICATE_DOCTORATE

Program Type
Number of Courses B Y

Integer

Any positive integer.

Number of Courses in Academic Year

Example Values:
  • 8
  • 12
Number of Credits C Y

Integer

Any positive integer.

Number of Credits in Academic Year

Example Values:
  • 24
  • 30
  • 45
Number of Months D Y

Integer

Any positive integer.

Number of Months in Academic Year

Example Values:
  • 8
  • 9
Number of Terms E Y

Integer

Any positive integer.

Number of Terms in Academic Year

Example Values:
  • 2
  • 3
  • 4

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) through Roles Management in order to 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 Summary
  2. The COA is visible in the Package section of the summary screen.
  3. Student Search > Student > Financial Information > Packaging
  4. The COA is visible in the Packaging Summary and in the COA graphic.
  5. Click the icon in the Packaging Summary to view additional Cost of Attendance (COA) and Tuition and Fees information.

Understanding How the Baseline Configuration Works

The baseline configuration is setup the same for each program type

  • Number of Courses: 8
  • Number of Credits: 24
  • Number of Months: 8
  • Number of Terms: 2