SA - Financial Aid Updates for 2009-2010

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Summary:

The Federal Government makes annual changes to policies regarding the financial aid processing of federal monies. The purpose of this project is to analyze the impact of these changes and make the appropriate adjustments in the Peoplesoft Financial Aid module so that ASU can continue to be in compliance with these regulations. Accomplishing these tasks will involve a) implementing delivered updates via Oracle “Regs” releases, b) modifying delivered setup to support the new regulations and c) developing mods to accommodate the new regulations.

Start Date:

December 1, 2008

Go Live:

September 15, 2009

End Date:

September 15, 2009

Current Milestone:

09/15/2009 - Financial Aid Yearly Reports

Stage:

Complete - In operation and supported by UTO.

People

Sponsor/Champion:

James Rund, Vice President of University Student Initiatives

Lead Customer:

Craig Fennell

Project Manager:

Katherine Ranes

Contact for more information:

Katherine.Ranes@asu.edu

Associate VP University Technology:

Bob Nelson

University Technology Director:

Katherine Ranes

More Info

Source:

Executive

Priority:

High

Scope:

2009-2010 is a reauthorization year. During reauthorization years more significant changes are possible. Joint efforts by UTO and Student Financial Assistance Office will use the PeopleSoft Financial Assistance module of PeopleSoft to align ASU processes with the Financial Aid reguations. The scope of this project is to make necessary adjustments to PeopleSoft to support 2009-2010 federal regulations for financial aid.

Install regulatory updates from Oracle to meet ASU processing deadlines
Modify ASU extensions and modifications to accommodate the new regulations
Update configuration tables to include ASU changes in Financial Aid
Modify set-up tables to reflect the new academic year and regulations
Test configuration and code changes
Modify run controls and QBU processes to reflect the new year
Align FA system with other modifications introduced due to other ASU projects in Financial Aid

ASU status as an experimental site is expiring. This change may also spawn related efforts. The two items in tthis part of the project are changes in the timing and requirements for exit interviews and the methods for loan proration.

All Milestones and Schedule:

December 2008 Regs 1 implemented
January 2009 Implement processes related to application load and checklist assignment - Completed
February 2009 Regs 2 implemented Budgeting (including extensive undergraduate resident tuition changes)
March 2009 Apply critical INAS update - completed
March 2009 Freshmen packaging - Complete
March 2009 Federal Grant processing (ACG/Smart,PELL) - Complete
March 2009 Federal Loan processing - Complete
April 2009 Continuing and Law packaging - Complete
April 2009 Scholarship renewal posting - Complete
May 2009 Graduate student packaging - Complete
May 2009 Regs 3 released - Complete
June 2009 Regulations 3 evaluated and installed - Defer for Regs 4
July 2009 Adjustments for Federal Load Processing related to expiration of experimental site - Complete
July 2009 Regs 4 released - Complete
August 2009 Regulations 4 installed in production - Complete
August 2009 Fall Disbursement - Complete
September 2009 Return of Title IV Funds

Risk & Threats:

Delays in delivery of Oracle updates based on federal decisions.

Time constraints based on tuition setting decisions. Financial Aid depends of student fee set-up.

Dependencies:

ABOR Tuition Rate Implementation

Dependencies:

Financial Aid Summer Athletic Award Processing

Dependencies:

PeopleSoft HRSA Updates and Fixes with UTO Labs - January/February 2009

Dependencies:

PeopleSoft HRSA Maintenance and Support with UTO Labs - July/August 2009