FAS Fund Config Guide
Use this workbook to define specific details around each fund, such as when to freeze the fund, the criteria required to be met before originating Title IV funds,and so on.
Workbook Description
The file name for this workbook is FAS_FUND_CONFIG.csv.
- 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 |
Fund Code | A | Y |
String Example Values:
|
Fund Code as setup in Fund Priority Guide. Note: Don't 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. |
Effective Date | B | Y |
Date Format: YYYY-DD-MM Example Value:
|
Effective date for this configuration. |
Manually Award Indicator | C | Y |
Boolean TRUE or FALSE |
Is the fund awarded manually? Note: Funds with a Fund
Type of Student Resources
should be set to TRUE.
|
Aid Year | D | N |
String Required for any fund awarded based on Award Year. Format: CCYY-CCYY Example Values:
|
The Aid Year associated to Fund Type. |
Fund Close Out Date | E | Y |
Date Format: YYYY-DD-MM Example Values:
Date can be overridden on the Administrative Relief screen in the User Interface. |
The date the system will no longer disburse funds for the fund in the specific Award Year. |
Pell _Maximum_Regulatory_Amount | F | Y | Non-negative integer | Pell Maximum Regulatory Amount |
Pell_Minimum_Regulatory_Amount | G | Y |
Non-negative Integer |
Pell Minimum Regulatory Amount |
Enrollment Intensity | H | Y |
Groovy returning a percentage number. For example: 0.75 . |
Beginning with the 2024-2025 Aid Year, the Enrollment Intensity is the percentage of full-time enrollment at which a student is enrolled, rounded to the nearest whole percent. For example, 7 enrolled credits ÷ 12 full time credits = 0.58333 which translates to 58% for internal and UI system purposes. Range = 0-1. If the enrollment intensity percentage contains more than two decimals, the percent is rounded to the nearest whole percent using standard rounding rules. |
FSEOG SAI/EFC Limit | I | Y |
For 2023-2024 and prior Aid Years, any non-negative integer. For 2024-2025 and future Aid Years, any integer greater than or equal to -1500. |
The FSEOG eligibility limit for SAI/EFC. |
FSEOG Institutional AY Limit | J | Y |
Integer Any non-negative integer Example Values:
|
The FSEOG Aid Year limit value: (Amount for the Payment Period times the Number of Disbursements. This should total to institutional Award/Academic Year Amount. |
FSEOG Institutional PP Award | K | Y |
Integer Any non-negative integer. Example Values:
|
The institutionally set Payment Period award amount for FSEOG. |
FSEOG Need Based Elig Min | L | Y |
Integer Any non-negative integer. Example Values:
|
The minimum FSEOG eligibility need value. |
FSEOG Eligibility Per Term | M | N |
Boolean TRUE or FALSE Blank is synonymous with FALSE. |
When FSEOG_Eligibility_Per_Term is set to FALSE for an Award Year, then all Terms in that Award Year within the Academic Year must be eligible to be packaged with FSEOG. |
TEACH Formula Type ID | N | Y | Deprecated | Deprecated |
TEACH Eligible Program Info | O | Y | Deprecated | Deprecated |
Medical_Eligible_Program_Amount_Info | P | N |
Groovy Returns an integer. |
How much Additional Unsubsidized Direct Loan funds that a student in a selected medical program can receive. |
Origination Criteria | Q | N |
Groovy Script Valid logical query returning Boolean value of TRUE or FALSE. |
A Groovy Script that evaluates Origination Criteria that has to be met before a fund can be originated with COD. The script evaluates whether Origination Criteria is Met and returns a Boolean value of True/False. |
Awarding Close Out Date | R | Y |
Date Format: YYYY-DD-MM Example Values:
|
The date the system will no longer Award funds for the fund in
the specific award year . Date can be overridden on the Administrative Relief screen in the User Interface. |
Award Overriding Criteria | S | N |
Groovy script Returns AwardInfo object. Example Values of Award Info Object:
|
Additional Criteria when Determining Award Eligibility Amount. This configuration allows schools to:
|
Year Round PELL Indicator | T | N |
Enumeration
|
Allows Pell Calculator for that AY to use Regulatory PEU limit
and consider most advantageous AY for crossover AY. The Year Round Pell Indicator is applicable to Pell Only and for Award Years 2017-2018 and later. |
Enrollment Status Override (Census Dates) | U | Y |
Groovy script Returns an EnrollmentStatus object value
of:
|
Note: This field is only applicable for
Pell Grants for the 2023-2024 and prior Aid Years. Groovy
script to determine whether the calculated enrollment status as
defined in the SCHOOL.csv Enrollment Status Determination column
should be overridden.Example Usages:
Example Inputs:
Baseline configuration provides an example script for how to override the enrollment status based on a set of known census dates. |
Percent of Award Amount that Applies to Institutional Match | V | N | Double | Allows school to track Fund Codes and amount applied to fund code by percentage that apply to schools' institutional capital contribution. |
Award Year Selection Criteria | W | N |
Groovy script Returns an Award Year. |
Used to determine which award year to use for Pell Grant
crossover periods. Available Outcomes: Return crossoverHelper.useCurrentAlternative. Return crossoverHelper.useUpcomingAlternative. Return crossoverHelper.useDefaultAlternative. If configuration column is left blank, the default alternative logic is used. |
Disbursement Dates | X | N |
Groovy script Returns Date. |
You can configure one or many anticipated disbursement dates
based on the desired schedule for each payment period/term of an
academic year. This configuration only affects Title IV Funds. A subset of available groovy bindings includes:
If the configuration is left BLANK, default disbursement date functionality is used to determine disbursement dates. If the configuration output is invalid, existing disbursement date functionality is used to determine disbursement dates and an error is included in Application Event Error Report. If the configuration is set, rules for setting the 30 day disbursement delay for first-time, first-year borrowers are ignored. Current Leave of Absence system logic supersedes this configuration when setting Anticipated Disbursement Dates. |
Plus_Credit_Decision_Matching_Criteria | Y | N |
Groovy script |
Includes logic for matching criteria and creation of extension
codes for multiple PLUS and GPLUS loans. Example Usages:
|
Enable the Configuration in the UI
You do not have to complete any setup in the user interface to enable this configuration.