R2T4 CHBD Guide
Use this workbook to define additional criteria that should be considered when determining Could Have Been Disbursed (CHBD) criteria per fund code, based on Admissions and/or Academic statuses from the SAFI message. This is part of configuring U.S. Department of Education (ED) Return to Title IV (R2T4) calculations.
Workbook Description
The file name for this workbook is R2T4_CHBD.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 |
OPEID | A | Y |
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.
Reference: OPEID column of School Workbook. |
Fund Code | B | Y |
String. Any Title IV Fund Code. |
Fund Code whose CHBD Eligibility Criteria will be evaluated. Reference: FUND_CODE.R2T4_CFG_CHBD. |
Academic Statuses | C | N |
String. Any valid Academic Status. If listing multiple values, separate each value with the Pipe character. |
The list of all possible academic statuses that needs to be in, in order to meet CHBD eligibility. Reference: ACADEMIC_STATUSES.R2T4_CFG_CHBD. |
Admission Statuses | D | N |
String. Any valid Admission Status. If listing multiple values, separate each value with the Pipe character. |
The list of all possible admission statuses that needs to be in, in order to meet CHBD eligibility. Reference: ADMISSION_STATUSES.R2T4_CFG_CHBD. |
Academic Statuses
The Academic status is defined by the institutions Student Information System (SIS)
Status | Description |
RG | Regular |
AP | Academic Probation |
DA | Disqualified for Admission |
AD | Academic Disqualification |
SD | Scholastic Disqualification |
SS | Scholastic Suspension |
EX | Expulsion |
Admission Statuses
The Admission status is defined by the institutions Student Information System (SIS)
Status | Description |
AM | Admitted |
CD | Conditional |
DC | Denied for Cause |
DE | Admission Deadline Exceeded |
DF | Deferred |
DN | Denied |
ND | Non-Degree |
OP | Orientation Pending |
PV | Provisional |
RE | Re-entry Required |
RI | Registered International Credits |
RG | Regular |
RR | Registered |
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
- If you are using a third party SIS, you need to map your institutions Academic and Admissions statuses to the available Academic and Admissions statuses in SFP. If you are using Oracle, PeopleSoft Campus Solutions, this mapping is not required.
- You can configure additional criteria that should be evaluated when determining if a fund meets CHBD eligibility.
- You can configure the system to use the COD Request Date or the COD Acceptance Date to determine if loan funds should be included in the CHBD field.
Configuration in the User Interface
The configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
- CHBD details are visible in Steps 1 and 3 of the R2T4 calculation