Fund CFP Guide

Use this workbook to associate SFA Fund Codes with College Financing Plan (CFP) categories.

Workbook Description

The file name for this workbook is FUND_CFP.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.

Note: Oracle recommends you review the Federal Student Aid Knowledge Center website for College Financing Plan specifications and templates when working with this configuration.

Field Name	Column	Required?	Field Type and Accepted Values	Description
Fund_Code	A	Y	String Alphanumeric ASCII text, up to 255 characters.	Fund Code to associate with a CFP category.
Aid_Year	B	Y	String Alphanumeric ASCII text, up to 255 characters in YYYY-YYYY format.	Award Year for which this association applies. Examples: 2024-2025 2022-2023~2023-2024~2024-2025
CFP_Category	C	Y	Enumeration: Assistantship Employer Paid Tuition Benefits Federal Direct Subsidized Loan Federal Direct Unsubsidized Loan Federal Pell Grant Grad Plus Federal Loan HRSA Loan Income Share Agreement Institutional Grant Institutional Loan Other Campus Job Other Forms of Grant Aid Other Scholarship Parent Plus Federal Loan Private Loan Scholarship For Disadvantaged Students Scholarship from School Scholarship from State School Paid Tuition Benefits State Grant Tuition Remission Waiver VA Education Benefits. Work Study	Category to be associated with the Fund_Code. Note: The applicable CFP Categories can vary from Aid Year to Aid Year. Oracle recommends reviewing the published CFP templates provided by the U.S. Department of Education to ensure you only used CFP Categories applicable to the Aid Year in context.