Auto Repackaging Features

Automated Repackaging is available for the Standard Academic Year (SAY) and Borrower Based Academic Year (BBAY) awarding methodology for the standard term and non-standard term SE9W. Institutions using Automated Packaging (formerly SFAAA-Initial) can auto-repackage terms as students progress through their academic year. Repackaging configurations allows an institution to adjust the cost of attendance value and fund source amounts automatically.

The following features are available within Auto Repackaging:

• Cost of Attendance Fee Type Configuration and Adjustments Based on Enrollment Simulation

• Fund Source Payment Period Allocation Configuration and Execution

• Repackaging Triggers and Repackaging Trigger Actions

• Term Repackaging Effective Dates to evaluate term-level disbursements

• Repackaging Overaward Priority to reduce scheduled or paid disbursements

• Award Level Distribution (increase or decrease) for all terms (Past, Current, and Future Terms) to be adjusted

• Configurable Repackaging Actions on a Fund Source

• NSLDS SULA Period Evaluation

• NSLDS Pell Grant Lifetime Eligibility Usage

• NSLDS Grants/Perkins Information on Prior Percentage Disbursed

• NSLDS Aggregate Outstanding Principal Balance (Direct Subsidized and Unsubsidized Loans)

• Overlapping Direct Loan functionality to evaluate when an NSLDS record is received to adjust funding

Standard Academic Year and Borrower Based Academic Year awarding methodology Non-Term (Clock hours and Credits without Terms) will be available in a future release.

Auto Awarding will only package or repackage the funds and budget for a student in an Active status category. When the Status Represents a Title IV Withdrawal At some institutions, students who are no longer attending classes are left in an Active/Attending status so that they can still log into the Student Portal. In this scenario, the “Status Represents a Title IV Withdrawal” check box can be selected to indicate that the status represents a withdrawal for Title IV purposes. If this attribute is selected, the Status Change process will treat a status change from an Active status to the new Active status with the Title IV withdrawal attribute as if the status change was from Active to Drop for purposes of determining the NSLDS Withdrawal Date, Date of Determination, and other downstream impacts to Financial Aid, Student Accounts, and other reporting (such as enrollment reporting and Clearinghouse). This check box is displayed only when Attending is selected for System Status and Withdrawn is selected for NSLDS Status. field is enabled for a current Active status category (refer to Manage Student Statuses), Auto Awarding will not auto-package or auto-repackage the funds and budget for a student in Active but Withdrawn status.

When the Advanced Feature option Enable FA Credits for Enrollment Status and Enrollment Intensity This flag displays the following columns in the Enrollment Based Term Summary section of the student's enrollment: FA Enrollment Status, FA Credits Per Term, and FA Credits (EI). This feature is activated on a version of Student 24.2.0 or higher and Regulatory US 24.4.0 or higher. is activated (on a version of Student 24.2.0 or higher and Regulatory US 24.4.0 or higher), and the repackaging method for all Title IV and Non-Title IV fund sources is set as Simulation, the system will automatically repackage that fund source Disbursement amounts based on the simulation awards determined by the Financial Aid Enrollment Credits settings. The Title IV fund source functionality is explained at the bottom of this page. The system will grant the eligible amount based on the student's FA enrollment credits to issue the Non-Title IV disbursement amount based on the Automated Awarding Fund Source Rule's configuration of the Term Payment Period Enrollment Allocation. The system automatically repackages the fund source by simulation only when the Term Repackaging Effective dates are active for that term. This will ensure the student receives their full eligible amount.

Forms with Repackaging Fields

Automated Awarding Campus Settings

The Number of Days After Term field is required for Auto Repackaging with a range of 0 to 15 days (the default setting is 0). You can set the number of days beyond the term End Date when the system will execute the evaluation of students with no registered courses in a term for Auto Repackaging.

If the student is not registered in courses in a term that is queued up and executed by the Auto Repackaging job, the system will default to evaluate a term up to the last day of the term until 11:59:59 p.m. The system executes and evaluates on the date from the last day of the term to cancel a scheduled disbursement or refund a paid disbursement and not calculate default budget components fee amounts of that term.

Automated Awarding Fund Source Priority

You can specify the order in which a fund source is to be awarded when a student passes the Automated Fund Source Rules requirements. The auto-award engine evaluates the student’s eligibility for each fund in the order specified in the Awarding Priority. Automated awarding processes funds with a priority value greater than zero (0) in the order assigned starting with 1 up to the highest priority.

Any fund source with an Awarding Fund Source Priority of 0 will not be increased, decreased, or canceled when Auto Repackaging is run. Funds with a priority order of 1 or higher are awarded up to the total need-based/non-need-based limits. If the student's need-based aid has been fully awarded, any additional need-based funding is not awarded. Institutional Charges and/or Cost of Attendance are awarded up to the total aid limit although any additional funding is not awarded if the student's total Institutional Costs and/or Cost of Attendance have already been fully awarded.

On the Repackaging Overaward Priority tab, you can configure only the funds on the Fund Source Priority tab that have a priority value greater than zero (0). Each fund source can set a priority to be reduced for disbursements in a scheduled status or refunded for disbursements in a paid status. If the priority value is configured as zero (0), the overaward priority will not reduce that fund source's scheduled or paid disbursement.

When Repackaging Overaward Priority determines that the total amount of aid awarded (that is included as EFA) exceeds the cost of attendance (thereby warranting a reduction in funding by the overaward amount), the system does not sum the funding that is considered as Exclude from EFA. Auto Repackaging will first reduce the need-based aid overaward against the sequential priority of any need-based aid before it goes on to reduce the total overaward amount. The system creates an exception if an overaward cannot be fully reduced based on the campus configuration.

On the Repackage Fund Level Award Increases tab, you can configure the fund source priority by the Award Level Distribution of all payment periods, current and future payment periods, or future payment periods that are relevant against the system date, as well as against the Disbursement Status of Paid, Scheduled, and Scheduled, and Paid. This ensures that only those terms with that disbursement status will be increased evenly (not prorated) by the full award level increase. This does not apply to Pell awards because Pell cannot exceed the Pell chart value for individual disbursements. Any Award Level Distribution (Past, Current, or Future) or Disbursement Status (Paid or Scheduled) not configured to have actions taken is not increased.

On the Repackage Fund Level Award Decreases tab, you can configure the fund source priority by the Award Level Distribution of all payment periods, current and future payment periods, or future payment periods that are relevant against the system date, as well as against the Disbursement Status of Paid, Scheduled, and Scheduled, and Paid. This ensures that only those terms with that disbursement status will be decreased evenly (not prorated) by the full award level decrease. Any Award Level Distribution (Past, Current, or Future) or Disbursement Status (Paid or Scheduled) not configured to have actions taken is not decreased.

The Return Ineligible Fund column within the Award Level Decrease tab is selected by default. Auto Repackaging only executes a full award level reduction when Return Ineligible Fund is selected as it will reduce the full award to $0.

If the fund is in...

• Estimated status and all disbursements are scheduled, the fund source is deleted.

• Approved status, the fund source is cancelled and all disbursements are reduced/refunded down to $0.

If the Return Ineligible Fund check box is cleared, the system will only reduce the current and future payment period disbursements in a scheduled status as per the system date.

Automated Awarding Fund Source Rules

The Repackage Action column only appears when Auto 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/Non-Term Payment Period Enrollment Allocation (refer to Fund Source Repackaging Enrollment Range Allocation). The configured Repackage Actions occur on the Disbursement level after the total award levels have been adjusted.

In Financial Aid Automation 24.1 and later, Auto Repackage adjusts individual term disbursements based on the Term Payment Period Enrollment Allocation for any subsequent term when a prior term has been canceled due to the allocation eligibility having determined the disbursement should be cancelled. Also, the enrollment allocation of each disbursement is based on the original fund source award limit amount. This is because the fund’s Amount Packaged is based on the sum of all scheduled disbursements awarded.

Show Example

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.

Options in the Repackage Action 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 payments 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.

Repackage Action Result by Fund Source

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 grant 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 grant 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 grant 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 grant 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	A TEACH Grant 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 Grant 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 Grant 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 Grant 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.

Automated Awarding Global Settings

You can configure automated awarding and packaging options for all program versions at a single campus at one time. These configurations are for specific fields and are automatically populated within the Packaging Options section for every Program Version that has an Automated Budget and Packaging Options configured. Once you select the automated awarding and packaging configurations for a campus and select Save, the changes are made globally to every program version associated with that campus. Any field that is not available to a specific program version’s budget and packaging options will not be copied over.

Note: Once you select Save, the awarding and packaging changes that you made for a campus are immediately applied throughout the system, changing any and all associated program version records for that campus.

Automated Awarding Population

You can configure the Auto Repackaging Population field to ‘Yes’ or ‘No’. When you select “Yes’, the form will only allow configuring the Date Range Criteria of Academic Year Start Date From and To along with the Other Criteria fields. Configuring ‘Yes’ will only allow this population to be used in the Automated Job Management’s Auto Repackaging.

Auto Awarding will only package or repackage the funds and budget for a student in an Active status category. When the Status Represents a Title IV Withdrawal At some institutions, students who are no longer attending classes are left in an Active/Attending status so that they can still log into the Student Portal. In this scenario, the “Status Represents a Title IV Withdrawal” check box can be selected to indicate that the status represents a withdrawal for Title IV purposes. If this attribute is selected, the Status Change process will treat a status change from an Active status to the new Active status with the Title IV withdrawal attribute as if the status change was from Active to Drop for purposes of determining the NSLDS Withdrawal Date, Date of Determination, and other downstream impacts to Financial Aid, Student Accounts, and other reporting (such as enrollment reporting and Clearinghouse). This check box is displayed only when Attending is selected for System Status and Withdrawn is selected for NSLDS Status. field is enabled for a current Active status category (refer to Manage Student Statuses), Auto Awarding will not auto-package or auto-repackage the funds and budget for a student in an Active but Withdrawn status.

Automated Budget and Packaging Options

On the Cost of Attendance Options tab, you can configure each fee component in the following sections:

• Common Fees & Charges
• On Campus Residency Fees & Charges
• Off Campus Residency Fees & Charges
• With Parent Residency Fees & Charges to be Auto Packaged

Select the Auto Repackage field to enable that fee to be repackaged through automation. Once that is enabled, you can determine if the Repackage Method should be via Default or Simulation.

The Default configuration allows auto-repackaging to apply the same calculation it was using in auto-packaging to maintain the same budget values.

• Automated Budget and Packaging Options with Fee components configured with the Repackage Method of Simulation always estimates current and future term/payment periods against a full-time credit amount as per the default calculation.

• Automated Budget and Packaging Options with Fee components configured with the Repackage Method of Simulation do not have the fee for elapsed term/payment periods to be estimated against a full-time credit amount as per the default calculation.

• Auto Repackaging considers the next day after the last day of the term/payment period as elapsed per the Number of Days After Term on the Automated Awarding Campus Settings configuration.

The Simulation calculation enables auto-repackaging to consider the student's registered courses in a term that has the Term Repackaging Effect Dates currently active to calculate the fee component.

• Calculation of Fee Amount Per Academic Year:

  Take the Fee Amount divided by the number of payment periods on this form to get the cost per payment period.

  Take the cost per payment period divided by the Default Hours on this form to get the cost per credit hour.

  For any term in the academic year that doesn’t have a course registered or the Term Repackaging Effective Dates is not active, the system will multiply the cost per credit hour by the Default Hours.

  For any term that has registered courses and the Term Repackaging Effective Date is active, the system will multiply the cost per credit hour by the credits registered.

  Example

  If a 3-term academic year has 12 default credit hours per term and the cost per credit hour is $200, the total academic year fee would be $7,200 (2,400 + 2,400 + 2,400).

  If this student then registered for 18 credits in the first term and does not register for credits in the following terms, the total academic year fee would be $8,400 (3,600 + 2,400 + 2,400).

• Calculation of Fee Amount Per Credit:

  For any term in the academic year that doesn’t have a course registered or the Term Repackaging Effective Dates is not active, the system will multiply the Fee Amount by the Default Hours.

  For any term that has registered courses and the Term Repackaging Effective Date is active the system will multiply the Fee Amount by the credits registered.

  Example

  If a 3-term academic year has 12 default credit hours per term and the Fee Amount is $200, the total academic year fee would be $7,200 (2,400 + 2,400 + 2,400).

  If this student then registers for 18 credits in the first term and does not register for credits in the following terms, the total academic year fee would be $8,400 (3,600 + 2,400 + 2,400).

• Calculation of Fee Amount Per Enrollment/Program:

  Auto Repackaging calculates the Program Versions total credits divided by the standard academic year credits per year to get calculated program versions credits per academic year.

  Then take the Fee Amount divided by the calculated Program Versions credits per academic year to get a calculated Enrollment/Program fee per AY. The system will also take the program version's total credits divided by the forms Default Hours to get calculated payment periods per academic year.

  Next, the system takes the calculated Enrollment/Program fee per AY divided by the calculated payment periods per academic year to give the calculated cost per payment period.

  The final amount is taking the calculated cost per payment period divided by the forms Default Hours to get the calculated cost per credit.

  Example

  If a 2-term academic year has 18 default credit hours per term and the Enrollment/Program fee amount is $28,800, the cost per credit is $200. You would also need to know the program version total credits is 144 and the standard academic year credits per year is 36. So, the total academic year fee would be $7,200 (3,600 + 3,600).

  If this student, then registers for 9 credits in the first term and does not register for credits in the following term, the total academic year fee would be $5,400 (1,800 + 3,600).)

• Calculation of Fee Amount Per Month:

  Auto Repackaging calculates the default months per term by dividing the field ‘Months in AY’ on the student's academic year form by the default number of payment periods on the Automated Budget and Packaging Options form of this student's program version. The default Fee Amount per Month is calculated by taking the default months per term multiplied by the fee amount.

  The system calculates the simulation cost per month through a 3-step process:

  • First, it calculates the total days of the course(s) in the term by taking the end date of the latest course minus the begin date of the earliest course.

  • Second, it divides the total days of the course(s) by 7 to get the calculated weeks in the course(s).

  • Finally, it divides the calculated weeks in the course(s) by 4.33 to get the calculated months in the term.

  Any decimal number will be rounded up to the next whole month because any day into a month is considered a new month.

  Example

  If a student had 3 courses registered; course 1 from 4/1/20 to 5/22/20, course 2 from 6/10/20 to 7/30/20, and course 3 from 5/1/20 to 7/30/20, the total days in the course(s) would be 7/30/20 minus 4/1/20 for 121 days.

  Those days would then be converted into weeks (121/7=17.29). Those weeks would be converted into months (17.29/4.33=3.99), but due to rounding principles, the system would consider this to be 4 months.

  So, the simulation fee by Month for the term with registered courses would be 4 months x the Fee Amount.

• Calculation of Fee Amount Per Payment Period:

  Take the Fee Amount divided by the Default Hours on this form to get the cost per credit hour.

  For any term in the academic year that doesn’t have a course registered or the Term Repackaging Effective Dates is not active, the system will multiply the cost per credit hour by the Default Hours.

  For any term that has registered courses and the Term Repackaging Effective Date is active, the system will multiply the cost per credit hour by the credits registered.

  Example

  If a 3-term academic year has 12 default credit hours per term and the cost per credit hour is $200, the total academic year fee would be $7,200 (2,400 + 2,400 + 2,400).

  If this student then registers for 18 credits in the first term and does not registered for credits in the following terms, the total academic year fee would be $8,400 (3,600 + 2,400 + 2,400).

You can use the Packaging Options tab to award a student using the configurations associated with the student's configured combination of Program Version, Area of Study (AoS), and Student Group based on an auto-awarding hierarchy.

If a student is in a Program Version and...

• No AoS or Student Group is configured on the Budget and Packaging Options, the system applies the program versions budget and packaging options.

• An AoS is configured on the Budget and Packaging Options, the system applies the students in the Program Version and AoS for that configured budget and packaging options.

• An AoS with Student Group is configured on the Budget and Packaging Options, the system applies the students in the Program Version and Area of Study within the Student Group for that configured budget and packaging options.

• Student Group(s) are configured on the Budget and Packaging Options, the system evaluates each Student Group to determine the most recent Date Added student group for each student to apply the budget and packaging options for that Program Version’s Student Group budget and packaging options.

• Multiple Areas of Study (AoS 1 and AoS 2) are configured on the Budget and Packaging Options, the system evaluates each AoS to determine the most recent Date Added to the student for the Program Version and AoS budget and packaging options.

• An AoS and multiple Student Groups (Student Group Y and Student Group Z) are configured on the Budget and Packaging Options, the system evaluates each Student Group to determine the most recent Date Added to the student for the Program Version and Student Group budget and packaging options.

• Multiple Areas of Study (AoS 1 and AoS 2) and multiple Student Groups (Student Group Y and Student Group Z) are configured on the Budget and Packaging Options, the system evaluates each Student Group to determine the most recent Date Added for the student to apply the Program Version and Student Group budget and packaging options.

The Auto Repackaging Triggers field allows the Program Version to define when changes to a specific area on a student’s financial aid can place the student into a queue (FAStudentMaster table) so that when the Auto Repackaging job is run, only students who have been queued up for repackaging along with the defined auto-repackaging population will have their current academic year funding repackaged. A student does not have to be queued up for repackaging to execute the Auto Repackage button on the student's FA Award form.

If the Census Date trigger is configured, an additional Census Options section will be displayed. These additional fields allow you to define a census period and census recurrence.

• If the census recurrence by number of days is configured, you can specify up to 8 different days from the start of the census period that will queue up the student for auto-repackaging job.

• If the census recurrence by percentage of period is configured, you can specify up to 8 different percentages from the start of the census period that will up the student for the auto-repackaging job.

Only when the census period of Child Term/Module or Payment Period is configured will you have the option of the census recurrence for Add/Drop Date. If the Add/Drop Date is configured, the student will be queued up for the auto-repackaging job once the defined add/drop date has been reached as defined on the individual terms.

If the Census Date by Fund Source trigger is configured, an additional Census Options section will be displayed. These additional fields allow you to define a multiple census period and census recurrence by specific fund sources.

When a fund source has been configured against a specific census period and census recurrence, you will not have the option to select that fund source again by adding a new line item rule.

• If the census recurrence by number of days is configured, you can specify up to 8 different days from the start of the census period that will queue up the student for the auto-repackaging job.

• If the census recurrence by percentage of period is configured, you can specify up to 8 different percentages from the start of the census period that will queue up the student for the auto-repackaging job.

Only when the census period of Child Term/Module or Payment Period is configured will you have the option of the census recurrence for Add/Drop Date. If the Add/Drop Date is configured, the student will be queued up for the auto-repackaging job once the defined add/drop date has been reached as defined on the individual terms.

For selected triggers, the system provides an Auto Repackaging Triggers Actions grid that allows you to enable/disable certain fields that can queue up a student for the auto-repackaging job. Once you select the hyperlink on the trigger name, you can select (enable) and clear (disable) specific fields. By enabling a field you are allowing the system to monitor if any change is made to that field, and then the student will be queued up for the auto-repackaging job.

To prevent the auto-repackaging queue from stockpiling student names that may never be repackaged for various reasons, the system will remove a student’s auto-repackaging queue daily when:

• The school status is Permanent Out but not if the student has multiple school statuses and at least 1 status is NOT permanent out.

• The queue Date Last Modified is 365 days before the system date (sitting in the queue for a year).

The daily removal of students from the auto-repackaging queue can be configured under Processes > System Administration > Background Processes > Queue students for removal from the repackaging process.

The Term Repackaging Effective Dates allows an institution to determine when a term can have funds auto-repackaged if that fund source has the Fund Source Rules Repackage Action by Simulation. Only during this effective begin date and effective end date can individual disbursements associated with a term be repackaged for an increase or decrease. The effective begin and end date can be before and/or after the start and end date of the individual term. However, the system will not repackage a term within an academic year that has elapsed. The Automated Awarding Campus Settings has a configurable field, “Number of Days After Term Evaluation”, that allows the auto-repackaging validation against a term end date to review if courses were NOT registered so that any disbursements associated with that term would be cancelled. This functionality operates outside of the term repackaging effective dates.

Automated Process Activation

The Automated Process Activation form will only display the Auto Repackaging column when Settings > System > Advanced Features > Enable Advanced Auto Packaging has been enabled. When this advanced feature is enabled, it will no longer allow access to the Population, Cost of Attendance, Settings, and Triggers forms in the legacy interface of Anthology Student. These forms can only be accessed and updated on the Student Web App via the Automated Awarding Population, Automated Budget and Packaging Options, and Automated Awarding Campus Settings forms. Once configured, the institution can enable and disable Auto Repackaging at the campus level.

General Auto Repackaging Rules

Automated repackaging of a fund source can decrease or increase an original award and scheduled disbursements. The decreased or increased amount will update the existing award and the scheduled disbursement within a Term / Non-standard Term SE9W.

When an auto-repackaged fund source is:

• Increased to be more than what has been originally awarded and disbursements have already been paid, a new disbursement is awarded and scheduled for the increased amount.

• Decreased to be less than what has been originally awarded and disbursements have already been paid, a refund is scheduled for the decreased amount.

Automated repackaging will cancel disbursement amounts for a fund source when the student is not enrolled in any classes in a term payment period by the last day of the Term Repackaging Effective Dates end date.

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.

The system determines which students qualify for repackaging by first identifying students and academic years already processed by Auto Awarding and then evaluates all payment 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.

In summary:

• 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 in 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.

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.

The auto-repackaging process creates an exception when a program version was configured to award a summer term after the fall term and spring term were paid out and subsequently the program versions configuration to award the summer term is removed. The system will evaluate fund sources that have a locked value and determine if there is any change in increase or decrease of eligibility, so an exception is thrown to notify the institution of the current disbursement value and the calculated disbursement value. If the institution configures the auto-repackaging job to repackage an elapsed academic year funds, an exception is assigned to you so you can determine if manual action is required since auto-repackaging will not repackage aid within an elapsed academic year.

When the Status Represents a Title IV Withdrawal At some institutions, students who are no longer attending classes are left in an Active/Attending status so that they can still log into the Student Portal. In this scenario, the “Status Represents a Title IV Withdrawal” check box can be selected to indicate that the status represents a withdrawal for Title IV purposes. If this attribute is selected, the Status Change process will treat a status change from an Active status to the new Active status with the Title IV withdrawal attribute as if the status change was from Active to Drop for purposes of determining the NSLDS Withdrawal Date, Date of Determination, and other downstream impacts to Financial Aid, Student Accounts, and other reporting (such as enrollment reporting and Clearinghouse). This check box is displayed only when Attending is selected for System Status and Withdrawn is selected for NSLDS Status. field is enabled for a current Active status category (refer to Settings > System > Status Changes), Financial Aid Auto Awarding will not auto-package or auto-repackage the funds and budget for a student in an Active but Withdrawn status.

Specific Fund Source Details