Pell Annual Amount & Recalculate

Process Tab

The purpose of this tab is to gather Pell awards created before the Department of Education published the annual maximum and minimum amounts. You can update the Max and Min Pell amounts on the Annual Amounts tab and then use the Process tab to gather Pell records that need to have their annual scheduled amount recalculated and have the Pell award packaged. This process is invoked when you select the Type option Recalculate Annual Award Year Pell. Eligible Pell records are those that have not been originated or had a Pell disbursement posted.

1. Specify the Selection Criteria to filter the records.

   Academic Year Start Date Specifies the range of start dates for the academic year. From and To Award Year The financial aid award year. Campuses The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

   Program Version The program version associated with the student or item. Type Select the recalculation type. The options are Recalculate Annual Award Year Pell and Recalculate Pell for Term EI. When you select Recalculate Annual Award Year Pell, the Award Year and Academic Year Start Date and End Date fields are displayed. The Award Year is required. When you select Recalculate Pell for Term EI, the Term field is displayed and required.

2. Select Next. The Results grid displays the records gathered based on the chosen selection criteria.

   • If you selected the Type option Recalculate Annual Award Year Pell, the Results section displays a record set gathering the following student data sets:

     • Students with a Pell award and no ISIR — The Current Scheduled Amount column will not have a value for this record.

     • Students with an ISIR but no Pell award — The Current Pell Amount column will not have a value for this record.

     • Students with an ISIR and a Pell award

     The new scheduled amount is calculated only for students with ISIRs. The new Pell amount is calculated from the Recalculate Pell eligibility button logic.

     You can invoke a job to recalculate the scheduled amount for the year for each student and then recalculate the packaged award. Students must have the Pell Eligible flag set in the FaStudentPell table.

     For students without ISIR (FaStudentPell.scheduledamount is blank) Anthology Student calculates the scheduled amount when the ISIR is imported, and then awarding can continue for the student.

     The Results grid does not list students with originated Pell awards or paid disbursements.

     In the Results grid, review the list of students and their information.

     Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Current Pell Amount Indicates the current Pell amount if a student has a Pell award. Current Scheduled Amount Indicates the scheduled Pell amount for the award year (FaStudentPell.Scheduled). Enrollment Number The number assigned during enrollment based on the parameters specified by the institution.

     Program Version The program version associated with the student or item. Student Status Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled. Student Name The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization. Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

   • If you selected the Type option Recalculate Pell for Term EI, the results grid will list student records that have a Scheduled Pell Disbursement on their Awards tab for the selected term where the Packaged EI is not equal to the Actual EI. Only terms without a disbursement in Paid or Ready to Pay status can be recalculated for enrollment intensity.

     The process will gather student records with the following origination statuses: Accepted, Ready to Send, Not Ready to Send, and Errored or Rejected.

     If there are multiple disbursements per term and at least one is paid, all remaining disbursements for that term cannot be recalculated for enrollment intensity.

     In the Results grid, review the list of students and their information.

     Actual EI The Actual Enroll Intensity displays the value based on courses the student is taking in the term. This field is not editable and is used to help guide users in determining if they want to manually change the Packaged Enrollment Intensity and recalculate. Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Disb Amount The amount of the disbursement. If you are adding disbursements using Anthology Student, the total of the amounts should equal the amount of the award. Enrollment Number The number assigned during enrollment based on the parameters specified by the institution. Origination Amount The amount being sent to COD for the grant. The field is editable for cases where there is more than one grant for the same award year. If the origination status of the award is Accepted, this is the amount at COD. If you change the amount and your institution has configured Anthology Student to automatically update the origination status, the origination status is changed to Ready to Send. If your institution is not automatically updating the origination status, Anthology Student gives you the option to change the status. Packaged EI The Packaged Enrollment Intensity defaults to 100% during initial packaging since institutions often package Pell Grants before students are registered into courses. When registration/un-registration events occur, the system recalculates the Actual Enrollment Intensity and displays it in the Term Summary. To enable this calculation, the field "Pell Enrollment Intensity - Packaged = Actual" must be selected in the Disbursement Approval Criteria policy under Configuration > Financial Aid > Disbursement Approval Criteria and the Disbursement Approval Criteria policy must be associated with the Pell fund source.

     Program Version The program version associated with the student or item. Sched Date The name of the schedule that defines disbursement dates for campuses and fund sources. Disbursement schedules are defined by your institution. Your institution can configure the fund source for an award to require a disbursement schedule. A disbursement schedule can be selected when awarding financial aid only if the academic year start date for the student falls within the academic year start date of the disbursement schedule. On the New Award form, the Disbursement Schedule drop-down is enabled only when you select awards of type Grant, Loan, or Work-Study. Student Status Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled. Student Name The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization. Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it. Term The name for the term.

3. Clear the check box in the first column of the Results grid to exclude a record from the batch job. By default, all records are selected. If a student record is associated with multiple disbursements, all disbursements are selected.

4. To view the Awarding page, select the link on the student name. The Awarding page for the selected record is displayed in a new browser tab if you have permission to view student data.

   Be sure to refresh the student's Awarding page after you have recalculated the Pell amounts.

5. Select the Queue Recalculate button.

   • If you selected Recalculate Annual Award Year Pell, two values are assessed and recalculated:

     1. The first value is the scheduled amount eligible to be received for students with ISIRs. Anthology Student uses the Max and Min Amounts for the year in conjunction with the ISIR flags to determine the eligible scheduled amount.

     2. Subsequent logic recalculates previously packaged Pell awards based on the new scheduled amount.

     Pell awards eligible for this process must not be originated or have any paid disbursements.

     For students without an ISIR but having a Pell award calculated manually from a prior year ISIR (FaStudentPell.ScheduledAmount is blank), Anthology Student automatically calculates the scheduled amount when the ISIR is imported, and then awarding can be adjusted for the student.

   • If you selected Recalculate Pell for Term EI, the system will:

     1. Recalculate the disbursement amounts per term based on the Actual EI
     2. Update the Packaged EI to match the Actual EI
     3. Update the award amount
     4. Update the origination amount
     5. Set the origination status to Ready to Send

     The total of all disbursements in the award cannot be greater than the Scheduled Amount (adjusted for Current Year Eligibility and Remaining Life Time Eligibility). If so, the recalculation for that disbursement is not saved and the job result is "Not Recalculated". If the process is successful, the job result is "Recalculated".

6. In the Queue Batch dialog, review or change the batch name and select the Queue button.

Continue with the History tab.

History Tab

Use the History tab to view the Pell records that were recalculated by the Queue Recalculate job on the Process tab. Each record included in the batch has child records that list the disbursement amounts for the awards.

Students without Pell awards have a parent record showing that the annual scheduled amount was recalculated but no amounts or child records.

1. Review the records in the Batches grid.

   Created The date when the item was created. Duration The amount of time it took to process the job or batch. Name The descriptive name of the item.

   Started The date and time when the first job within the batch started executing. Status A status of Preparing indicates that the jobs in the batch are still being created or are waiting on the system resources required to create them. Started indicates that the batch has been started. (At least one job in the batch is Enqueued, Processing, Succeeded, or Deleted.) Succeeded indicates all jobs in the batch have been executed and ALL job states are Succeeded. Completed indicates all jobs in the batch have been executed and some jobs may be in the Succeeded state, but at least one of the jobs is in a Deleted state. Awaiting indicates the batch is awaiting the completion of a dependent job or batch. Deleted indicates that the batch has been canceled. Submitted By The last and then first name of the staff member who imported or exported the file.

2. Select the refresh icon () in the footer of the grid to retrieve the current status of the background jobs.

3. For a job with a status of Succeeded, select the link in the Name column to review the records contained in the batch. Anthology Student displays the details for the job in the Job Results: <Batch Name> grid.

4. In the Job Results: <Batch Name> grid, review the record details. The columns displayed in the grid depend on selected Type option.

   Note: For the award year 2024-25 the Department of Education published the Annual Max and Min amounts for Pell grants. Anthology Student 24.1.0 uses the published values with the Max of $7395 and the Min of $740 in the recalculation process.

   Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Current Pell Amount Indicates the current Pell amount if a student has a Pell award. Current Scheduled Amount Indicates the scheduled Pell amount for the award year (FaStudentPell.Scheduled). Enrollment Number The number assigned during enrollment based on the parameters specified by the institution. Job Created The date and time when the job was added to the background job queue. Job Started The date and time when the first job within the batch started executing. Job Status The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors. Job Result Indicates the processing result for job. If it was successfully processed, it displays Passed or Succeeded. Otherwise, it displays the reason why it was not processed. New Pell Amount Indicates the new Pell amount determined by the recalculation process. New Scheduled Amount Indicates the new scheduled Pell amount determined by the recalculation process.

   Origination Amount The amount being sent to COD for the grant. The field is editable for cases where there is more than one grant for the same award year. If the origination status of the award is Accepted, this is the amount at COD. If you change the amount and your institution has configured Anthology Student to automatically update the origination status, the origination status is changed to Ready to Send. If your institution is not automatically updating the origination status, Anthology Student gives you the option to change the status. Packaged EI The Packaged Enrollment Intensity defaults to 100% during initial packaging since institutions often package Pell Grants before students are registered into courses. When registration/un-registration events occur, the system recalculates the Actual Enrollment Intensity and displays it in the Term Summary. To enable this calculation, the field "Pell Enrollment Intensity - Packaged = Actual" must be selected in the Disbursement Approval Criteria policy under Configuration > Financial Aid > Disbursement Approval Criteria and the Disbursement Approval Criteria policy must be associated with the Pell fund source. Program Version The program version associated with the student or item. Scheduled Date The name of the schedule that defines disbursement dates for campuses and fund sources. Disbursement schedules are defined by your institution. Your institution can configure the fund source for an award to require a disbursement schedule. A disbursement schedule can be selected when awarding financial aid only if the academic year start date for the student falls within the academic year start date of the disbursement schedule. On the New Award form, the Disbursement Schedule drop-down is enabled only when you select awards of type Grant, Loan, or Work-Study. Scheduled Disbursement Amount The amount of the disbursement. If you are adding disbursements using Anthology Student, the total of the amounts should equal the amount of the award. Student Status Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled. Student Name The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization. Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it. Term The name for the term.

5. Select the expand icon () and review the details of a child record or select the Expand / Collapse button in the grid to expand/collapse all child records at once.

6. Review the disbursement details in the child records.

   For non-term programs, the child records indicate a payment period instead of a term. Terms with multiple disbursements display each disbursement for the same term in its own row.

   Disbursement Number The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off. Disbursement Date The date the disbursement was paid.

   Payment Period The payment period associated with the enrollment. Payment periods only apply to program versions configured with an academic year. Term The code for the term.

7. To view the Awarding page, select the link on the student name. The Awarding page for the selected record is displayed in a new browser tab if you have permission to view student data.

   Be sure to refresh the student's Awarding page after you have recalculated the Pell amounts.

Annual Amounts Tab

Use the Annual Amounts tab to update the maximum and minimum Pell values for award years 2024-25 and later. The annual amount values should only be entered or updated once or twice a year.

1. Select the Award Year.

2. Select the Apply button. The Apply button retrieves a record if available, otherwise, it enables the buttons to add a record or edit and save.

3. In the Results grid, review the Max Amount and Min Amount of Pell awards for the selected award year. Anthology Student retrieves only one record at a time.

   Award Year The financial aid award year. Max Amount Indicates the maximum Pell amount for the award year. Min Amount Indicates the minimum Pell amount for the award year (usually 10% of the Max Amount).

   Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time. Modified By The name of the person who changed the item.

4. You can edit the Award Year, Max Amount, and Min Amount values in the grid.

5. If you want to save and: 

• Continue making changes, select the Save button

• Close, select the Save & Close button

Anthology Student allows saving only one record for an award year.