General Auto Repackaging Rules

When a fund source passes or fails a configured fund source rule, all funds within that academic year will be increased or decreased accordingly. All increases or decreases to a fund source award amount are auto repackaged within the academic year for all terms and non-standard terms SE9W, regardless of whether the Term Repackaging Effective Dates have been reached or not. A disbursement's status will not be changed from Canceled to Scheduled on any award level increase or decrease. This awarding auto repackaging functionality ensures that all aid is awarded evenly throughout all terms/payment periods, enabling the Cost of Attendance (COA) and all need/non-need based aid to be awarded per federal regulations.

Note: When a student in a Term program fails a configured Fund Source Rule after originally passing and being awarded the fund, all related current and future scheduled disbursements for that fund source are reduced to $0.00 and canceled. The appropriate origination changes for Direct Loans are created for export to COD and re-origination updates for Pell and TEACH grants are also created for export.

Specific Fund Source Details

Pell Grants

Current and future Pell disbursements are only increased or decreased on or after the award level change, so as to not modify any term End Date that has elapsed. If the total award amount has been reduced, a Pell disbursement that had already been paid will be refunded.

Note: When a Direct Loan (Subsidized, Unsubsidized, Direct Loan PLUS, Grad PLUS, HEAL) is auto repackaged for the first time, the system ignores configured Term Repackaging Effective Dates. This occurs for all terms and non standard terms SE9W within an academic year.

Direct Loans

Scheduled and paid Direct Loan disbursements are increased or decreased on all disbursements for award level changes. If the total award amount has been reduced, a Direct Loan disbursement that had already been paid will be refunded. If the total award amount has been increased, all fund sources that are already originated at COD will be re-originated with new changes.

Standard Academic Year (SAY)

When all the funds for a student's Direct Loan (Direct Subsidized/Unsubsidized and Grad PLUS loans) have been paid in full for the SAY and that student's award eligibility is then increased, auto repackage creates a new loan to cover that increased eligibility amount. This new Direct Loan utilizes the same Academic Year and Loan Period Start and End Dates.

TEACH Grant

When the TEACH eligibility for a student who has already received TEACH grant disbursements is increased, therefore making the total award amount more than what has already been awarded, automated awarding functionality creates a new disbursement to cover that additional eligibility amount.

Financial Aid Automation 8.2.0 and later automatically repackages a TEACH Grant award level increase/decrease for all terms and non-standard terms within an academic year regardless if the Term Repackaging Effective Dates have been reached.

The Auto Repackaging logic:

Uses the Term Repackaging Effective Dates configurations to determine the actual student course registration or enrollment status to realign all disbursements amounts at a term.
Does not change a disbursement Status from Canceled to Scheduled on an award level increase/decrease. This needs the Term Repackaging Effective Date to be done based on that and course registration.
Always considers the award level impact for all fund sources from the increase/decrease of a single award disbursement.

Example: If a TEACH Grant in term 1 is reduced from Full Time of $1,200 to 1/2 Time at $600, then another fund source may be increased (if the fund source rule eligibility configuration allows it) at the award level of $600 and that amount split to all disbursements for the academic year.

Note:

When the following fund sources are auto repackaged for the first time, the system ignores configured Term Repackaging Effective Date:

Direct Loans
Pell Grant
TEACH Grant
Grants other than Pell
Scholarship
Other Outside Resources
Non Title IV Need and Non-Need Based Loans

This occurs for all terms and non standard terms SE9W within an academic year

Cash Payment Plan

When Auto Repackaging is run for a student eligible for a Cash Payment Plan and that student has a gap in their funding, that existing cash payment plan award is not reduced or adjusted. The system will automatically add another cash payment plan up to the configured Award Rule Limit to cover any gaps in funding.

Repackaging Logic

The system determines which students qualify for repackaging by first identifying students and academic years already processed by auto awarding and then evaluates all payments periods in each term of the academic year. These terms are then evaluated by first checking the Automated Awarding Fund Source Rule form to confirm that Auto Repackage is enabled and that the Repackage Method is set to 'Simulation'. The Term Repackaging Effective Dates (Start/End) grid in the Packaging Options tab of the Automated Budget and Packaging Options form is reviewed to confirm exactly when a term's disbursements should be repackaged.

The system uses the 'Default' configuration for repackaging COA and fund source values processing a term that does not have a course schedule configured or when the Term Repackaging Effective Date has not been met. When the Term Repackaging Effective Date has been met, any fund sources configured to 'Simulation' are repackaged based on the student's enrollment status for the current term.

An increase for a paid disbursement will require an additional disbursement.
A decrease for a paid disbursement will require a refund to be posted.
An increase/decrease for a scheduled disbursement will require an increase/decrease to the disbursement amount.
If the last day of the time period configured within Term Repackaging Effective Date has elapsed and no courses have been registered, any disbursements assigned to that term are canceled.
When auto repackaging is run for a student who was auto packaged for Term programs and awarded paid disbursements for a fund source, but later that student failed the Fund Source Rule Criteria, the student becomes ineligible for that fund source. All current and future disbursements for the fund are reduced to $0 and canceled, and any origination changes for Direct Loans and re-originate updates for Pell and TEACH that are required by COD will be created for exporting.
Scheduled Direct Loan disbursements (Direct Subsidized, Direct Unsubsidized, Direct Parent PLUS, Direct Grad PLUS, HEAL) for term/non-standard term SE9W are evaluated during the Auto Repackaging process. If a student's enrollment status drops below Half Time, any outstanding scheduled disbursements will be canceled. The full Direct Loan status will be canceled if all disbursements have been canceled. The system will also zero-out and cancel all Direct Loans on the last day of the Term Repackaging Effective Date/End Date if no course was ever registered or documented on the program version's Term Summary for that term.
When the Term Repackaging Effective Date has been met, a Pell and TEACH fund source configured for Auto Repackage with a Repackage Method of 'Simulation' (within the Automated Awarding Fund Source Rules form) is repackaged based on the student's enrollment status for the current term and the paid disbursement is increased by creating a new disbursement or is decreased via a refund.

Note:

The Repackage Action column only appears when Student Financial Aid Automated Repackaging is enabled. The drop-down field for this column is selectable for each fund that has the Auto Repackage check box selected and has a Repackage Method set to a value of 'Simulation'. The system performs a Term-level evaluation (Term and Non Standard Term) against enrollment status and reviews COA adjustments and Term Payment Period Enrollment Allocation. The configured Repackage Actions occur on the Disbursement level after the total award levels have been adjusted.

When a fund source has not been awarded and the student has already gone through Auto Package, Auto Repackage will award the eligible fund source automatically without using the Repackage Action configuration. When the fund source is being adjusted by exception, the resulting amount from an increase or decrease that has to be manually inserted on the award is considered and will not be overridden by another fund source.

The following options are available for selection in the column:

Value	Definition	Description
I	Increase	Increase the amount automatically and no decrease will occur and no exception is created.
D	Decrease	Decrease the amount automatically including scheduled or a refund on a paid disbursement. No increase will occur and no exception is created.
B	Increase and Decrease	Increase and decrease the amount automatically, including scheduled payment and refunds. No exception is created.
EI	Exception for Increase	Create an exception for the increased amount to manually update the value. The exception will be presented on the Financial Aid Exceptions form with the fund name, award year, fund amount, and fund source type displayed. A decrease will automatically be processed and no exception is created.
ED	Exception for Decrease	Create an exception for the decreased amount to manually update the value. The exception will be presented on the Financial Aid Exceptions form with the fund name, award year, fund amount, and fund source type displayed. An increase will automatically be processed and no exception is created.
EB	Exception for Increase and Decrease	Create an exception for the decreased and increased amount to manually update the value. The exception will be presented on the Financial Aid Exceptions form with the fund name, award year, fund amount, and fund source type displayed. A decrease and an increase will not be processed.

Fund Source	Repackage Action	Repackage Action Result
Direct Loans	I D B	A Direct Loan that is already originated at COD will be re-originated with new changes and the origination status will remain as "Accepted". A Direct Loan that is not originated at COD will be originated with new changes and the origination status will be marked as "Ready to Send". "Ready to Send" will only occur if the configuration for Direct Loans is configured in the system to automatically update the origination status. The origination and/or origination changes will be added and exported.
	EI ED EB	A Direct Loan that is already originated at COD will not be re-originated with new changes and the origination status will remain marked as "Accepted". If the origination is not in an accepted status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions. A Direct Loan that is already originated at COD will not be re-originated with new changes and the origination status will remain marked as "Accepted". If the origination is not in an "Accepted" status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions. Exceptions will be generated and no origination and/or origination changes will be added for export.
Pell	I D B	A Pell that is already originated at COD will be re-originated with new changes and the origination status will be updated to "Ready to Send". A Pell that is not originated at COD will be originated with new changes and the origination status will be updated to "Ready to Send". "Ready to Send" will only occur if the configuration for Pell is configured in the system to automatically update the origination status. The origination and/or origination changes will be added and exported.
	EI ED EB	A Pell that is already originated at COD will not be re-originated with new changes and the origination status will remain as "Accepted". If the origination is not in an accepted status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions. A Pell that is already originated at COD will not be re-originated with new changes and the origination status will remain as "Accepted". If the origination is not in an "Accepted" status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions. Exceptions will be generated and no origination and/or re-originations will be added for export.
TEACH	I D B	TBDA TEACH that is already originated at COD will be re-originated with new changes and the origination status will be updated to "Ready to Send". A TEACH that is not originated at COD will be originated with new changes and the origination status will be updated to "Ready to Send". "Ready to Send" will only occur if the configuration for TEACH is configured in the system to automatically update the origination status. The origination and/or origination changes will be added and exported.
	EI ED EB	A TEACH that is already originated at COD will not be re-originated with new changes and the origination status will remain as "Accepted". If the origination is not in an accepted status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions. A TEACH that is already originated at COD will not be re-originated with new changes and the origination status will remain as "Accepted". If the origination is not in an "Accepted" status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions. Exceptions will be generated and no origination and/or re-originations will be added for export.
All Other Fund Sources	I D B	When fund source eligibility is reduced or increased based on an award change by Auto Repackage, the system will automatically update based on the assigned value.
	EI ED EB	When fund source eligibility is reduced or increased based on an award change by Auto Repackage, will be assigned within Exception Processing to a staff member, staff group or adviser to manually complete the process.

Fund Source

Repackage Action

Repackage Action Result

Direct Loans

A Direct Loan that is already originated at COD will be re-originated with new changes and the origination status will remain as "Accepted".

A Direct Loan that is not originated at COD will be originated with new changes and the origination status will be marked as "Ready to Send". "Ready to Send" will only occur if the configuration for Direct Loans is configured in the system to automatically update the origination status.

The origination and/or origination changes will be added and exported.

A Direct Loan that is already originated at COD will not be re-originated with new changes and the origination status will remain marked as "Accepted". If the origination is not in an accepted status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions.

A Direct Loan that is already originated at COD will not be re-originated with new changes and the origination status will remain marked as "Accepted". If the origination is not in an "Accepted" status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions.

Exceptions will be generated and no origination and/or origination changes will be added for export.

Pell

A Pell that is already originated at COD will be re-originated with new changes and the origination status will be updated to "Ready to Send".

A Pell that is not originated at COD will be originated with new changes and the origination status will be updated to "Ready to Send". "Ready to Send" will only occur if the configuration for Pell is configured in the system to automatically update the origination status.

The origination and/or origination changes will be added and exported.

A Pell that is already originated at COD will not be re-originated with new changes and the origination status will remain as "Accepted". If the origination is not in an accepted status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions.

A Pell that is already originated at COD will not be re-originated with new changes and the origination status will remain as "Accepted". If the origination is not in an "Accepted" status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions.

Exceptions will be generated and no origination and/or re-originations will be added for export.

TEACH

TBDA TEACH that is already originated at COD will be re-originated with new changes and the origination status will be updated to "Ready to Send".

A TEACH that is not originated at COD will be originated with new changes and the origination status will be updated to "Ready to Send". "Ready to Send" will only occur if the configuration for TEACH is configured in the system to automatically update the origination status.

The origination and/or origination changes will be added and exported.

A TEACH that is already originated at COD will not be re-originated with new changes and the origination status will remain as "Accepted". If the origination is not in an accepted status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions.

A TEACH that is already originated at COD will not be re-originated with new changes and the origination status will remain as "Accepted". If the origination is not in an "Accepted" status, auto repackage will change the status to "Not Ready To Send" after completing this process of creating exceptions.

Exceptions will be generated and no origination and/or re-originations will be added for export.

All Other Fund Sources

When fund source eligibility is reduced or increased based on an award change by Auto Repackage, the system will automatically update based on the assigned value.

When fund source eligibility is reduced or increased based on an award change by Auto Repackage, will be assigned within Exception Processing to a staff member, staff group or adviser to manually complete the process.