Non Federal Fund Attributes Guide

Use this workbook to configure any non-federal fund (NFF) for packaging; automated or manual. References to "NFR" are an acronym for "Non Federal Resources"; a term that is no longer used and is synonymous with "NFF".

Workbook Description

The file name for this workbook is NFR_ATTRIB.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 descriptions for each of the columns in the Configuration Worksheet table displayed in this topic:

• Field Name.
• Column: Spreadsheet column associated with the field.
• Required?: Denotes if you're required to populate the field (Y) or not (N).
• 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
Fund Code	A	Y	String	Fund Code as setup in Fund Priority Guide. Note: Only use this Workbook to configure Non-Federal grant and loan funds. Note: Once a Fund Code has been used in a transaction, it can't be deleted from Configuration. This is because SFP Configuration doesn't currently support an effective end date or delete indicator for Fund Configuration. Therefore, if an environment has transactional data relying on the Fund Code Configuration element, you can't remove the Fund Configuration. Workarounds to disable the Fund Code include configuring it as a manually-awarded fund or changing the award amount to always be zero.
Manually Award Indicator	B	Y	Boolean TRUE FALSE	If set to "True", the fund can only awarded manually.
Fund Eligibility	C	N	Groovy script	Defines eligibility rules for each NFF fund by academic year. This Groovy script is evaluated whenever: Package or Repackage is triggered and an NFF fund is considered. An NFF Fund is manually added and the NFF workflow is invoked.
Fund Allocation Indicator	D	Y	Boolean TRUE FALSE	Specify if the fund type has an associated fund configured in SFP.
Fund Maximum Projected Award Amount	E	N	Groovy script	Specify the rules to determine the maximum amount of funding a student may receive.
Adjustments Require Outside Communication Indicator	F	Y	Boolean TRUE FALSE	Allows the system to understand when to kick out to manual review if the fund amounts are adjusted due to Fund Acceptance, Packaging Engine, and so on.
Re-Evaluate Prior to Disbursing Indicator	G	Y	Boolean TRUE FALSE	Allows the system to determine when to initiate the Re-evaluate NFF Fund task for a Financial Aid Officer to re-evaluate the students eligibility for the disbursement.
Fund Award Year Limit	H	N	Integer Any Positive Number.	To specify the rules to determine the award year limits if one exists.
Fund Annual Year Limit	I	N	Groovy script	To specify the rules to determine the annual year limits if one exists.
Fund Aggregate Limit	J	N	Groovy script	To specify the rules to determine the aggregate lifetime limits if one exists.
Fund Minimum Amount	K	N	Groovy script	To specify if there is a minimum amount the fund is required to meet.
NFR Fund Disbursement Dates	L	Y	Groovy script	To specify how the fund disbursement dates are set by period.
NFR Periods	M	N	Groovy script	To specify the disbursement periods by academic year.
Aid Year	N	N	Enumeration Aid Year in YYYY-YYYY format.	To specify the Award Year.
Aid Year Close Out Date	O	N	Date Date in YYYY-MM-DD format.	The date the system will no longer disburse funds for the fund in the specific award year, inclusive.
NFR Awarding Criteria	P	Y	Groovy script	Determines if a fund has met all configured awarding criteria by period.
Effective Start Date	Q	Y	Date Date in YYYY-MM-DD format.	To allow updates in the middle of an Award Year if fund is restricted to an award year.
Disbursement Criteria Required	R	Y	Boolean TRUE FALSE	Only for holding or releasing disbursements for NFR_LOAN Fund Types that have Alternative CommonLine Loan Indicator code = TRUE in FUND_PRIORITY.csv. If TRUE, an “H” is sent in the Application Send file to “Hold” disbursements until notified by the school to release them. If FALSE, an “R” is sent in the Application Send file and disbursements are released by lender without the school evaluating additional disbursement criteria. Also, the system does not evaluate any disbursement criteria configured in the DISBURSEMENT.csv for this fund code.

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.

• General Permissions
  • Student
  • NFF Workflow
• Document Permissions

See Set General Permissions Matrix.

Considerations for Configuration

• When you open this workbook, Microsoft Excel may automatically reformat the dates. You may be required to update the Date columns to the following custom date format YYYY-MM-DD.

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 > Non-Federal Funds
• Student Search > Student > Financial Information > Packaging
• Student Search > Student > Documents > Received Documents
• Dashboard > Process an NFF Document (Task)
• Dashboard > Re-Evaluate NFF Fund (Task)