R2T4 SAFI Request Guide

Workbook Description

The file name for this workbook is R2T4_SAFI_REQUEST.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

OPEID

A

Yes

String.

ED assigned Office of Post-secondary Education ID (OPEID) an 8-digit number.

Refer to the OPEID column of School Workbook and ensure that the OPEIDs in both this workbook and the School workbook remain in sync.

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 will be updated to SCHOOL_CONFIGURATION.OPEID

Number of Days Before R2T4 SAFI Should Be Requested

B

Yes

Integer.

Whole number greater than or equal to zero.

Number of days after the date of determination of the withdrawal to request the SAFI. Default value of workbook is set to 28 days.

The system determines if other processes are pending before completing a calculation

Student Financial Planning evaluates all pending processes before beginning a calculation. Some processes can cause the R2T4 calculation to be put on hold until the other pending process is completed, to ensure an accurate calculation such as, Pending R2T4 SAFI .

Examples:

If an ISIR was received before the OLDA but is not valid, the R2T4 will not be completed until the ISIR becomes valid or until the R2T4 Calculation Deadline has been met
If the student is in the process of being packaged/re-packaged, the R2T4 will not be completed until the packaging/re-packaging process is complete
Before completing the R2T4, Student Financial Planning determines if all disbursements with a Payment ID have a Student Academic Financial Information (SAFI) - Ledger Posting Date that has been reconciled with the Disbursement Date

R2T4 Process Pending Reasons

Status	Description
Pending Configured Delay	The school can configure the R2T4 to trigger immediately or after a specific number of days based on the type of withdrawal. For example, if a student has a withdrawal type of Official Withdrawal, and the configured delay is 0 days, the R2T4 calculation may be triggered once the enrollment status is received. However, if a student has a withdrawal type of Unofficial Withdrawal, and R2T4 calculation has a configured delay of 14 days the R2T4 calculation will be triggered on the 15th day from the student's Date of Determination (DOD). Withdrawal Types. See also: Enrollment Statuses (Sub Type). Official Withdrawal Unofficial Withdrawal Administrative Withdrawal Deceased Notes: The default trigger time frame for all withdrawal types will be 0 days if no configuration is defined. Any changes that effect the trigger time frame that are received before the R2T4 calculation is triggered, do not change the scheduled calculation. For example, if the student's DOD is changed within the time period that an R2T4 calculation is scheduled, the calculation will still be triggered on the day it was originally intended.
Pending R2T4 SAFI	The R2T4 calculation is ready to be calculated and Student Financial Planning has requested an R2T4 SAFI (i.e. the ReturnToTitleIvSafiIndicator is true). Student Financial Planning will wait until the new SAFI is received, and will allow any repackaging prior to doing the R2T4 calculation
Pending Valid ISIR Process	If the status of an active award year ISIR (associated to the payment period) is Pending, Student Financial Planning will wait for the open Valid ISIR process to be completed before triggering the R2T4
Pending Packaging Process	If the Academic Year Packaging status for the payment period being assessed is Pending Repackage, Student Financial Planning waits until the packaging or repackaging process is completed before doing the R2T4
Pending Ledger Date Reconciliation	If the Ledger Posting Date in the Student Resource Element of the latest SAFI does not equal the disbursement date for the matching payment ID or have all the payment IDs, Student Financial Planning waits until a new SAFI is received and completes the reconciliation prior to doing the R2T4
Pending Change of Program Task Queue	The R2T4 calculation is pending the completion of an Evaluate Student Change of Program task. Student Financial Planning waits because if the student remains in the same payment period the R2T4 calculation will be canceled.
Pending Override Completion	If there is an R2T4 override that is still processing, the calculation will wait for it to be completed before doing the R2T4 calculation.

Note: Student Financial Planning triggers the R2T4 calculation 30 days from the Date of Determination, to ensure that the calculation is run within the required time frame set by the Department of Education (i.e. 45 days to process return of funds to the Department of Education and 30 days to request authorization to make a post-withdrawal disbursement of Title IV loan funds). Student Financial Planning does consider the current state of the active ISIR, package and disbursements at this time. If the active ISIR(s) for the associated award years of the term/payment period being assessed for R2T4 are not in a status of Valid or Unverified, the system triggers a cancellation of all future disbursements that rely upon the active ISIR(s). The R2T4 calculation persists based on the current state of anticipated disbursements that have been canceled (and/or have a cancellation reason set).

Enable the Configuration in the UI

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

Considerations for Configuration

The R2T4 SAFI can be sent to SFP at anytime, but the system will not request until the configured time frame to allow the school to make any adjustments necessary and to give the system to complete any needed repackaging before completing the calculation.

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 > R2T4 Information
You can view the R2T4 Pending Process Reasons on the Landing page

Understanding How the Baseline Configuration Works

Student Financial Planning triggers the R2T4 calculation 30 days from the Date of Determination, to ensure that the calculation is run within the required time frame set by the Department of Education (i.e. 45 days to process return of funds to the Department of Education and 30 days to request authorization to make a post-withdrawal disbursement of Title IV loan funds). Student Financial Planning does consider the current state of the active ISIR, package and disbursements at this time. If the active ISIR(s) for the associated award years of the payment period being assessed for R2T4 are not in a status of Valid or Unverified, the system triggers a cancellation of all future disbursements that rely upon the active ISIR(s). The R2T4 calculation persists based on the current state of anticipated disbursements that have been canceled (and/or have a cancellation reason set).

R2T4 Process Pending Reason: The R2T4 calculation is ready to be calculated and Student Financial Planning has requested an R2T4 SAFI (i.e. the ReturnToTitleIvSafiIndicator is true). Student Financial Planning will wait until the new SAFI is received, and will allow any repackaging prior to doing the R2T4 calculation.

OPEID	Number_of_Days_Before_R2T4_SAFI_Request
30640000	28