Review and Edit Awarding Information

Once you have added the academic years, loan periods (if any), and payment periods (if any), you can use the Awards tab on the Awarding page to prepare to add the awards. You can review:

  • The cost of attendance (COA) and other information that can help you determine the financial aid to award (such as the dependency model)

  • Any existing awards

In some cases, you can change some of the values for the award year (such as the ISIR ID and the verification status of the FAFSA or ISIR). Awards can be displayed in 2 academic years for crossover awarding.

The page also displays messages that help you determine whether:

  • The financial aid can be packaged
  • The student is eligible for awards

If the message ISIR or FAFSA has been rejected is displayed, you may need to Correct ISIRs or unmatch and re-match ISIRs (see ISIR Matching).

The message No Term Association is displayed on the page if:

  • The academic years were not built using term associations or the term associations were not fully configured

  • The expected start date specified for the student during the enrollment process does not coincide with the start date configured for the associated term

Anthology Student follows this process to build the list of existing awards.

  • First, Anthology Student selects all records from the student's financial aid award schedule where the academic year equals the academic year in the student academic year table. It groups the records by the Student Aid ID (fund source) so each unique ID is a new row in the list.

  • Then, Anthology Student finds any records in FaStudentAid where the academic year equals the academic year in the student academic year table and no financial aid award schedule records exist in the financial aid schedule table for the ID. Each record found is a new row in the list.

The grid shows the items for the program version of the current enrollment (if any). Use the Program Version drop-down to change the program version. You cannot select All Program Versions.

The Awarding form displays the 2010 and 2020 CIP Codes configured for the student's area of study, program version, and program.

The Profile of students in Transfer Student Monitoring or Alerted status displays the visual indicator TSM Indicator at the top right of the page. When you hover over the icon, the tooltip displays the following information:

Transfer Student Monitoring from <Expected Start Date> to <Expected Start Date + Monitor Duration Days >

When the monitor duration period is expired or the student is removed from monitoring, the icon is no longer displayed.

When an NSLDS alert file is imported, Anthology Student displays an alert indicator for each student on their Awards page. You can review the alerts, capture notes, and mark them as reviewed for each student. The system removes the student from the TSM disbursement hold and changes the student's TSM status from alerted back to monitoring if you save with all alerts marked as reviewed.

TSM icon

The alerts message bar displays TSM Alerts when there are un-reviewed alerts from NSLDS for the student.

Shows the messages in the alert bar.

The TSM alert pop-up displays the alert file and the records with changes at NSLDS that triggered the alert. You can capture a note and mark the alert as reviewed. When all alerts for the student are marked as reviewed, the system will remove the student from the configured TSM disbursement hold.

Shows the dialog for alert codes.

Prerequisites

You must have:

  • Common - Student - View authorization

  • Financial Aid - Student Award - View authorization

To change values on the page, you must have Aid - Student Award - Edit authorization

To view the details for an existing award in the list, you must be in a staff group that has permission to view the fund source if your institution has configured permissions for fund sources

Access Method

Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile > Awards tab.

Procedure to Review the Packaging Information

  1. Verify that the program version is correct. If not, select the specific program version in the Program Version drop-down list.

  2. Review the Review the values of the records in the grid.

    Award YearClosed The financial aid award year.

    Disb. Sched.Closed Indicates whether disbursements have been scheduled for the fund source. You can quickly determine if an expected disbursement schedule exists for each fund source packaged in the academic year.

    Gross Amount Exp for AYClosed This is the Gross amount of the disbursements in the academic year adjusted for refunds. This enables staff members to reconcile the award disbursements with the amounts in the Need Analysis grid. Note: When a refund is posted for a Direct Loan, any fee adjustments for the loan are factored into the gross amount calculations made in this field. This ensures that the gross amount for the Direct Loan displayed in the Need Analysis grid is accurate.

    Fund SourceClosed The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source.

    Gross AwardClosed The amount of the award, including bank fees.

    Net Amount Exp for AYClosed This is the Net amount of disbursements in the academic year, not adjusted for refunds. This enables users to reconcile award disbursements with the Net funding scheduled in the RBS grid.

    Net AwardClosed The amount of the award less bank fees.

    Received Closed Amount received to date from the selected fund source.

    Refund/Stipend Closed Amount refunded to the selected fund source or stipends paid to the student to date from this fund source.

    Sched. Refund/Stipend Closed Indicates any scheduled refunds and stipends to be paid from the selected fund source. Anthology Student calculates the value by summing all scheduled refunds and stipends from the FA Refund and Student Accounts Stipend Schedule tables.

    Servicer Record IDClosed When the original award records are received from the servicer, the records have a Servicer Record ID. This ID is used to link any other record from the servicer (scheduled disbursements, paid disbursements, award/disbursement changes, etc.) for a student.

    Status Closed The status of the award. The values are Estimated, Pending Approval, Approved, and Canceled. The Approved option is available only if: - You are in a staff group with permission to approve the fund source. - The student does not have pending ISIR corrections. - The institution does not use a servicer (such as Global Financial Services) to process financial aid.

  3. Review the calculations and values for the Award Year section below the grid. Specify any remaining values that apply. The values that are displayed depend on the student.

    See Need Analysis Packaging below for more information about the award year packaging details.

    The fields and values displayed also depend on your packaging configuration (see Packaging). They depend on whether your institution: 

    • Selected standard or alternate in Need Analysis GridClosed Select the analysis grid. The Standard option allows you to process Financial Aid packages using the standard Financial Aid Packaging form. The Alternate option allows you to use a user-specific Financial Aid Packaging form.

    • Chose to display or hide the Remaining Balance to Schedule (RBS) portion of the grid. This is done at the database level using a registry key (xxFaDoNotDisplayRBSGrid). The values shown if RBS is displayed are marked with * in the tables below.

    Pell COAClosed Calculated Pell cost of attendance (COA) based on a 9-month academic year. If your academic year is longer or shorter, this value may differ from the value displayed in the Cost of Attendance field.

    Cost of Attendance Closed The cost of attendance. The source of the value can be the budget configured for the program version.

    - Packaged EFC/SAI (n months) Closed The expected family contribution (EFC) used for packaging. If the cost of attendance (COA) budget is not based on 9 months, this figure will be the EFC value for the number of months in the budget. If the number of months in the academic year is nine, the value is the Pell paid EFC. If the number of months in the academic year is not nine and is not zero, Anthology Student calculates the value using the number of months in the academic year. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    - Initial Unmet NeedClosed The difference between the value for the cost of attendance and the value for Packaged EFC (in months). For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    - Gross Need Based Aid PkgdClosed If bank fees are greater than 0, the gross amount of aid based on the Department of Education definition of need-based aid.

    - Non Need-Based Aid PkgdClosed The amount of the packaged aid that is not need based. It includes sources such as unsubsidized loans where financial need is not a criterion for the award. It does not include fund sources configured with a code of OTHER that were also configured to be excluded from estimated financial assistance.

    + EFC/SAI replacement and Aid OffsetClosed The Estimated Family Contribution (EFC) /Student Aid Index (SAI) replacement used when a student with an EFC/SAI has Direct Subsidized loans or campus-based aid as part of the student’s package. The field will display amounts from fund source types that can replace EFC /SAI balues that are greater than the Initial Unmet need. This will allow the top-down math for the award year to not present the student as over-packaged once the total package amount exceeds the Initial Unmet Need. *

    = Remaining Unmet Need Closed The value for Unmet Need minus the value for Net Need Based Aid Packaged.

    EFC/SAI OverrideClosed Specifies a new expected family contribution (EFC) value that is applicable to institutional funds (non-Title IV). For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    ISIR SAIClosed The Student Aid Index (SAI) value retrieved from the ISIR. This is a numeric field value than can be negative or positive to handle all characters of the ISIR Tech Ref. Automated Awarding Fund Source Rules update the Automated Zero EFC/SAI, Institutional EFC/SAI, Packaged EFC/SAI, Pell Paid EFC/SAI, and Primary EFC/SAI fields to ISIR SAI (Student Aid Index).

    Provisional SAIClosed Students can indicate on the FAFSA form that they have unusual circumstances that prevent them from providing parental data. If parental data is not provided, the students receive a provisional status as an independent student and a provisional SAI calculation. The record will be rejected, pending further action from the student’s FAA. You will have to review the student’s situation.

    Auto Zero EFC/SAIClosed When selected, indicates that the student qualifies for an automatic expected family (EFC) contribution amount of 0. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    Pell Paid EFC/SAI or Recalc. EFC/SAIClosed This is the primary or secondary expected family contribution (EFC) calculated from the FAFSA data based on a nine-month academic year. This field is labeled Recalc. EFC instead of Pell Paid EFC if financial aid advisors have chosen to award students with a recalculated EFC before the official ISIR has been received. For Recalc. EFC, awards must be in an estimated status. If the award is in an approved status, financial aid advisors must manually change the approved status to an estimated status before using this function. No changes can be made to estimated financial aid awards after any financial aid disbursements have been paid. The campus must also be configured to allow awards for students without ISIRs and to award students with recalculated EFCs. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    Secondary EFC/SAIClosed The secondary estimated family contribution from the student's FAFSA. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    FAFSA EnteredClosed The date when the FAFSA was entered in Anthology Student.

    Parent ContributionClosed If your institution has configured the campus to include the parental contribution on independent students and you are automatically awarding and using Student Financial Aid Awarding (SFAA), displays the calculated parental contribution.

    ISIR ReceivedClosed The Date ISIR Received field indicates the date the ISIR was imported into the school’s EDExpress software.

     

    First Time Borrower Closed The First Time Borrower flag is automatically selected when a student is enrolled and the Grade Level set during enrollment is "1st year, never attended college". Otherwise, the flag is not automatically selected. When selected, specifies that the student is a first time borrower and that you want to delay the first loan disbursement by xx number of days from the start date of the academic year that your institution has configured for financial aid packaging.

    ModelClosed Indicates whether a student is dependent, independent, or undetermined. The field displays the status from the student's FAFSA or ISIR. If you add a Federal Direct Parent Loan for Undergraduate Students (PLUS) loan or Federal Family Education Loan (FFEL) as a fund source and the status is undetermined, Anthology Student displays a message asking you if you want to change the student to a dependent.

    Pell LEUClosed The percentage of the lifetime maximum Pell amount that has been used.

    SLEU Closed The percentage of the subsidized loan eligibility used (SLEU).

    SULA Flag SetClosed For award years 2014-15 and later, specifies whether the Subsidized Usage Limit Applies (SULA) that limits a first time borrower to 150% of the published program version length applies to the student. Y indicates that the COD has determined that the student is a first time borrower and the 150% subsidy limit applies. N indicates that the limit does not apply.

    Children of Fallen Heroes EligibleClosed Select this check box once you have confirmed that a student is eligible for the Children of Fallen Heroes scholarship (only applicable for award year 2018-2019 or higher).  ClosedSee Note.

    Career Pathway Alternative PellClosed Select this check box to package and award the financial aid for a student eligible to receive a Career Pathway Alternative Pell grant. This field is only displayed if ATB code 12 or 14 was specified for the education on their Previous Education (Students > Admissions > Previous Education). The Career Pathway Alternative Pell Grant Disbursement Schedules use the same maximum Pell Grant eligible expected EFC/SAI that was used to develop the Regular Federal Pell Grant Payment and Disbursement Schedules. Once the annual award amount for the student is determined using the Alternative Pell Grant Disbursement Schedules, all other Pell funding calculations are the same as those used for regular Pell Grant awards, but based on the Alternative Pell Grant Disbursement Schedules. Calculation of the grant is based on the student’s full scheduled award under the Regular Federal Pell Grant Payment Schedule.

    Institutional ChargesClosed Amounts paid directly to the institution. They appear on the student ledger card and are counted as revenue for your institution. For example, tuition is an institutional charge. In most cases, travel is not an institutional charge. If your institution configured a default budget for the program version or you select a budget in the Budget Definition list, Anthology Student displays the values from the budget. If you select the check box, Anthology Student automatically updates the values for Total Budget and Total Institutional to include the amounts. For the definition of an institutional charge, see the FSA handbook. *

    - Net Funding ScheduledClosed The Net Funding Scheduled is Net Need Based Aid Packaged plus Cash/Other Packaged. This amount will not include interest from cash plans. *

    + Work-StudyClosed Amount of earnings from work-study. *

    + Refunds/StipendsClosed Amount refunded to the selected fund source or stipends paid to the student to date from this fund source.

    = Remaining Balance to ScheduleClosed The value for Institutional Charges minus the value for Net Funding Scheduled. If this amount is greater than 0, additional funding may be necessary. If this amount is 0, institutional charges have been covered by the package. If this amount is less than 0, a stipend may be scheduled to return the over-packaged amount to the student to cover allowances (such as room, board, and travel). The estimated family contribution (EFC) used in the remaining balance to schedule formula is the alternate EFC that corresponds to the number of months in the academic year. If the number of months is 9, the EFC will be the Pell-paid EFC. If the number of months is not 9, the applicable alternate EFC will be used. Loan amounts used in calculating the Remaining Balance to Schedule are principal-only. *

    CashClosed This is the total of other funding sources paid directly to the student. This amount is the total paid for Cash plans and includes the interest. It is display only and not used in the top-down math to determine the Remaining Balance to Schedule. *

    ISIR being paid onClosed If a student has more than one ISIR on file for the designated award year, select the ISIR ID that the Pell grant will be paid on. This field is read-only if either the Pell origination status for the student is equal to Accepted or Batched to Send or a Pell grant is packaged for the designated award year and at least one disbursement record in the schedule is paid or ready to be paid. Anthology Student displays the transaction ID for each record in the ISIR table for the student. The default value in the ISIR ID being paid field is the contents of the student Pell transaction ID. If you select a different ISIR ID to pay, several columns in the student Pell table are updated.

    Verification StatusClosed Use the list to manually select a verification status for the student's FAFSA or ISIR. The field is displayed only if the origination status of the Pell grant is Batched to Send. The values are Blank for Not Selected and not verified, S for Selected not verified, E for Selected - Qualified Exclusion, N for Not Verified, V for Verified, and W for Without Documentation. During import, Anthology Student sets an ISIR selected for verification to the system status of S and an ISIR not selected to Blank. The Department of Education has defined Blank, Selected, Qualified Exclusion, Verified, or Without Documentation as valid statuses. The status is reported in the Pell origination extract procedure; however, the status of Selected does not send the verification tag in the export file. The use of Selected, although not valid on the origination extract, lets you manage the verification status for those students selected before extracting a Pell origination. Be aware that Selected, Qualified Exclusion will export as an S in the file to COD.

    Unsupported DependentClosed Financial Aid Administrators may use Professional Judgment by selecting this check box to authorize a FFEL or Direct Unsubsidized loan (in the selected award year) to a dependent student when that student’s parent or parents have stopped providing financial support for the student and refuse to provide information on a FAFSA. The application creates and maintains an audit record that indicates the authorized user who selected the Unsupported Dependent check box to a student based on the Professional Judgment decision.  ClosedSee Note.

    Cost of Attendance Closed The cost of attendance. The source of the value can be the budget configured for the program version.

    - EFC/SAI (n months) Closed The expected family contribution (EFC) used for packaging. If the cost of attendance (COA) budget is not based on 9 months, this figure will be the EFC value for the number of months in the budget. If the number of months in the academic year is nine, the value is the Pell paid EFC. If the number of months in the academic year is not nine and is not zero, Anthology Student calculates the value using the number of months in the academic year. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    = NeedClosed The cost of attendance (COA) minus the expected family contribution (EFC). For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    Gross Need Based Aid PkgdClosed If bank fees are greater than 0, the gross amount of aid based on the Department of Education definition of need-based aid.

    + Non Need-Based Aid PkgdClosed The amount of the packaged aid that is not need based. It includes sources such as unsubsidized loans where financial need is not a criterion for the award. It does not include fund sources configured with a code of OTHER that were also configured to be excluded from estimated financial assistance.

    = Total Aid PkgdClosed The total of need based aid plus non-need based aid.

    COA (-) Total AidClosed The gross amount disbursed before any fees.

    Need (-) Total AidClosed The remaining need minus the total aid packaged.

    EFC/SAI OverrideClosed Specifies a new expected family contribution (EFC) value that is applicable to institutional funds (non-Title IV). For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    Auto Zero EFC/SAIClosed When selected, indicates that the student qualifies for an automatic expected family (EFC) contribution amount of 0. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    Pell Paid EFC/SAI or Recalc. EFC/SAIClosed This is the primary or secondary expected family contribution (EFC) calculated from the FAFSA data based on a nine-month academic year. This field is labeled Recalc. EFC instead of Pell Paid EFC if financial aid advisors have chosen to award students with a recalculated EFC before the official ISIR has been received. For Recalc. EFC, awards must be in an estimated status. If the award is in an approved status, financial aid advisors must manually change the approved status to an estimated status before using this function. No changes can be made to estimated financial aid awards after any financial aid disbursements have been paid. The campus must also be configured to allow awards for students without ISIRs and to award students with recalculated EFCs. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    Secondary EFC/SAIClosed The secondary estimated family contribution from the student's FAFSA. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

    FAFSA EnteredClosed The date when the FAFSA was entered in Anthology Student.

    Parent ContributionClosed If your institution has configured the campus to include the parental contribution on independent students and you are automatically awarding and using Student Financial Aid Awarding (SFAA), displays the calculated parental contribution.

    ISIR ReceivedClosed The Date ISIR Received field indicates the date the ISIR was imported into the school’s EDExpress software.

     

    First Time Borrower Closed The First Time Borrower flag is automatically selected when a student is enrolled and the Grade Level set during enrollment is "1st year, never attended college". Otherwise, the flag is not automatically selected. When selected, specifies that the student is a first time borrower and that you want to delay the first loan disbursement by xx number of days from the start date of the academic year that your institution has configured for financial aid packaging.

    ModelClosed Indicates whether a student is dependent, independent, or undetermined. The field displays the status from the student's FAFSA or ISIR. If you add a Federal Direct Parent Loan for Undergraduate Students (PLUS) loan or Federal Family Education Loan (FFEL) as a fund source and the status is undetermined, Anthology Student displays a message asking you if you want to change the student to a dependent.

    Pell LEUClosed The percentage of the lifetime maximum Pell amount that has been used.

    SLEU Closed The percentage of the subsidized loan eligibility used (SLEU).

    SULA Flag SetClosed For award years 2014-15 and later, specifies whether the Subsidized Usage Limit Applies (SULA) that limits a first time borrower to 150% of the published program version length applies to the student. Y indicates that the COD has determined that the student is a first time borrower and the 150% subsidy limit applies. N indicates that the limit does not apply.

    Children of Fallen Heroes EligibleClosed Select this check box once you have confirmed that a student is eligible for the Children of Fallen Heroes scholarship (only applicable for award year 2018-2019 or higher).  ClosedSee Note.

    Career Pathway Alternative PellClosed Select this check box to package and award the financial aid for a student eligible to receive a Career Pathway Alternative Pell grant. This field is only displayed if ATB code 12 or 14 was specified for the education on their Previous Education (Students > Admissions > Previous Education). The Career Pathway Alternative Pell Grant Disbursement Schedules use the same maximum Pell Grant eligible expected EFC/SAI that was used to develop the Regular Federal Pell Grant Payment and Disbursement Schedules. Once the annual award amount for the student is determined using the Alternative Pell Grant Disbursement Schedules, all other Pell funding calculations are the same as those used for regular Pell Grant awards, but based on the Alternative Pell Grant Disbursement Schedules. Calculation of the grant is based on the student’s full scheduled award under the Regular Federal Pell Grant Payment Schedule.

    Institutional ChargesClosed Amounts paid directly to the institution. They appear on the student ledger card and are counted as revenue for your institution. For example, tuition is an institutional charge. In most cases, travel is not an institutional charge. If your institution configured a default budget for the program version or you select a budget in the Budget Definition list, Anthology Student displays the values from the budget. If you select the check box, Anthology Student automatically updates the values for Total Budget and Total Institutional to include the amounts. For the definition of an institutional charge, see the FSA handbook. *

    - Net Funding ScheduledClosed The Net Funding Scheduled is Net Need Based Aid Packaged plus Cash/Other Packaged. This amount will not include interest from cash plans. *

    + Work-StudyClosed Amount of earnings from work-study. *

    = Remaining Balance to ScheduleClosed The value for Institutional Charges minus the value for Net Funding Scheduled. If this amount is greater than 0, additional funding may be necessary. If this amount is 0, institutional charges have been covered by the package. If this amount is less than 0, a stipend may be scheduled to return the over-packaged amount to the student to cover allowances (such as room, board, and travel). The estimated family contribution (EFC) used in the remaining balance to schedule formula is the alternate EFC that corresponds to the number of months in the academic year. If the number of months is 9, the EFC will be the Pell-paid EFC. If the number of months is not 9, the applicable alternate EFC will be used. Loan amounts used in calculating the Remaining Balance to Schedule are principal-only. *

    CashClosed This is the total of other funding sources paid directly to the student. This amount is the total paid for Cash plans and includes the interest. It is display only and not used in the top-down math to determine the Remaining Balance to Schedule. *

    ISIR being paid onClosed If a student has more than one ISIR on file for the designated award year, select the ISIR ID that the Pell grant will be paid on. This field is read-only if either the Pell origination status for the student is equal to Accepted or Batched to Send or a Pell grant is packaged for the designated award year and at least one disbursement record in the schedule is paid or ready to be paid. Anthology Student displays the transaction ID for each record in the ISIR table for the student. The default value in the ISIR ID being paid field is the contents of the student Pell transaction ID. If you select a different ISIR ID to pay, several columns in the student Pell table are updated.

    Verification StatusClosed Use the list to manually select a verification status for the student's FAFSA or ISIR. The field is displayed only if the origination status of the Pell grant is Batched to Send. The values are Blank for Not Selected and not verified, S for Selected not verified, E for Selected - Qualified Exclusion, N for Not Verified, V for Verified, and W for Without Documentation. During import, Anthology Student sets an ISIR selected for verification to the system status of S and an ISIR not selected to Blank. The Department of Education has defined Blank, Selected, Qualified Exclusion, Verified, or Without Documentation as valid statuses. The status is reported in the Pell origination extract procedure; however, the status of Selected does not send the verification tag in the export file. The use of Selected, although not valid on the origination extract, lets you manage the verification status for those students selected before extracting a Pell origination. Be aware that Selected, Qualified Exclusion will export as an S in the file to COD.

    Unsupported DependentClosed Financial Aid Administrators may use Professional Judgment by selecting this check box to authorize a FFEL or Direct Unsubsidized loan (in the selected award year) to a dependent student when that student’s parent or parents have stopped providing financial support for the student and refuse to provide information on a FAFSA. The application creates and maintains an audit record that indicates the authorized user who selected the Unsupported Dependent check box to a student based on the Professional Judgment decision.  ClosedSee Note.

     

    Notes:

    • If you specify or change the value for "Verification Status" or "ISIR being paid on" and your institution has configured financial aid to automatically update the origination status for a Pell Grant that has been approved and originated to "Ready to Send", the origination status for the grant is changed to "Ready to Send". If automatic updates are not configured, the system displays a message so that you can change the origination status.

    • If the "ISIR being paid on" drop-down does not show a valid ISIR for the student and award year, you may need to unmatch and re-match ISIRs (see ISIR Matching).

    • If you receive the message "Award cannot exceed the Cost of Attendance minus the sum of EFC/SAI and Resources/EFA":

      • Check the "Exclude from Estimated Financial Assistance" option on the fund source you're trying to award. Determine whether this option should be selected or cleared.

      • Compare the academic year sequence budget to the loan period sequence budget. Check, for example, if there is a difference in room and board costs. Match the costs in the academic year sequence and then repackage the award.

  4. If you made changes, select the Save button.

Limitations

If there are existing awards with an origination status of "Batched to Send", you cannot change the batched data until the acknowledgment is received.

Need Analysis Packaging

The purpose of the upper award grid is to calculate Remaining Need as aid is added to the student’s package to help you determine when a student is fully packaged for an academic year. It is organized in a top-down math format giving a summary view of the gross amounts packaged. The logic uses a disbursement-level summation of gross amounts since an award could have one disbursement in one academic year and another disbursement in the subsequent academic year.

The system also allows for Estimated Family Contribution (EFC)/Student Aid Index (SAI) replacement which is used when a student with an EFC/SAI has Direct Subsidized loans or campus-based aid as part of the student’s package. The "EFC/SAI replacement and Aid Offset" field will display amounts from fund source types that can replace EFC/SAI values that are greater than the Initial Unmet need. This will allow the top-down math to not present the student as over-packaged once the total package amount exceeds the Initial Unmet Need.

Additionally, when a student with an EFC/SAI has no Direct Subsidized loans or campus-based aid, the "EFC/SAI replacement and Aid Offset" field will display amounts from Non–Need-Based aid in the student package that are greater than the Initial Unmet Need. This will allow the top-down math to not present the student as over-packaged once the total packaged amount exceeds the Initial Unmet Need.

For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI). For more details, see SAI Calculator.

Packaging Configuration

  • Limit Awards to Cost of Attendance (COA): The total gross amounts for the disbursements (minus refunds) in the academic year will not exceed the COA.

  • Add bank fees to the COA when packaging loans: When set to Yes, the COA is increased by the amount of the bank fees when the award is saved. If the loan being packaged is the award that would meet the COA, the COA will still be increased by the amount of the fees when the award is added. The total amount of the loan could then again be increased or other aid added for the increased COA amount.

Campus-Based Aid

  • SEOG
  • Work-Study

Fund Source Categories

Fund Source Type Details
PELL Need-Based No restrictions within Packaging
Adheres to Need (Include Pell with all packaged awards when validating amounts)
DIRSUB Need-Based Adheres to Need
SUB Need-Based Adheres to Need
LOANNB Need-Based Adheres to Need
GRANT (other than Pell NB (SEOG)) Campus-Based Adheres to Need
WORKST Campus-Based Adheres to Need
OTHER NB Need-Based Adheres to Need
SCHOLAR NB Need-Based Adheres to Need
Replaces EFC/SAI (Total of these amounts over EFC/SAI is considered Estimated Financial Assistance (EFA) and reduces need)
DIRPLUS Replaces EFC/SAI Adheres to COA
PLUS Replaces EFC/SAI Adheres to COA
DIRUNSUB Replaces EFC/SAI Adheres to COA
UNSUB Replaces EFC/SAI Adheres to COA
TEACH Replaces EFC/SAI Adheres to COA
LOANNNB Replaces EFC/SAI Adheres to COA (Flag for Exclude from EFA removes it from Need analysis and package to COA validation)
Conditional Aid (EFA if SUB, SEOG, Work-Study are in the package, amounts from these adhere to Need. Otherwise, they are COA)
OTHER NNB   Conditional (Flag for Exclude from EFA removes it from Need analysis and package to COA validation)
SCHOLAR NNB Conditional
Grant (other than Pell NNB) Conditional
Not Included in EFA or Need Analysis
IASG  
Other
CASH
Retired
PERKINS   Retired
ACG Retired
Smart Retired