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					                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                           Date Issue Date Resolution
                                     Issue                      Scope         Priority    was Reported    Needed          Options / Alternatives                    Action Taken                                  SyTEC Response                          Issue Status
                    Award letters printed for
                    students with only non-printable
                    awards - If student is only
31        Award     receiving non-printable awards, ex:          Small          Low         4/11/2007                                                  No update.
                    only veteran's benefits, an award
                    letter is being generated showing
                    no aid.
                    Revised award letters can not be
                    generated. When they print the
35        Award     original amount shows                                                    5/4/2007


                    Identification of Overawards -                                                                       Provided all information is   SYTEC has written the specifications        FINANCIER does identify students with an           Workaround already
                    Students with financial aid                                                                          available on the SQL          for this program and will shortly be        overaward but it does not produce a report so that utilized KU is done
                    overawards currently cannot be                                                                       server, we could write our    sending this information to schools for     you easily identify those students in this status.
                    identified. SYTEC is writing the                                                                     own program to identify       final review, per 04/03/07 conference       SyTEC has agreed to write a report for our
                    specs for this program being                                                                         these students but will       call. (Per Rebecca 05/09/07                 universities. The Phase One Universities worked
                    developed.                                                             Issue noted                   require significant time to   conversation)Ready for local                on the concept for the specification. SyTEC has
7         Award                                                  Large       High 1st                        4/15/2007   develop.                      acceptance testing with move to             written the actual development specification and
                                                                                         prior to go-live*
                                                                                                                                                       production to follow.                       forwarded it to the Phase One Universities on
                                                                                                                                                                                                   4/6/07 for their review and approval.




                                                                                                                         Provided all information is   SYTEC has written the specifications        FINANCIER does identify students with an           In Progress
                                                                                                                         available on the SQL          for this program and will shortly be        overaward but it does not produce a report so that
                                                                                                                         server, we could write our    sending this information to schools for     you easily identify those students in this status.
                                                                                                                         own program to identify       final review, per conference call 4/3/07.   SyTEC has agreed to write a report for our
                                                                                           Issue noted                   these students but will                                                   universities. The Phase One Universities worked
36        Award                                                  Large         High                          4/15/2007   require significant time to                                               on the concept for the specification. SyTEC has
                                                                                         prior to go-live*
                                                                                                                         develop.                                                                  written the actual development specification and
                                                                                                                                                                                                   forwarded it to the Phase One Universities on
                                                                                                                                                                                                   4/6/07 for their review and approval.




     C:\Docstoc\Working\pdf\4c94dc90-ee59-4daf-8297-62e40c7b5053.xlsOutstanding Issues for SYTEC                                                                                                                                                      1/4/201112:00 PM
                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                            Date Issue Date Resolution
                                     Issue                      Scope         Priority     was Reported    Needed         Options / Alternatives      Action Taken                  SyTEC Response                        Issue Status
                    Student entrance interview                                                                           Run report form legacy                      05/11/07per Rebecca acceptance testing is
                    information is currently updated                                                                     system and update                           scheduled for next week both SyTEC & local
                    to the legacy system needs to                                                                        manually. Sent file to
                    update Financier.                                                                                    update requirements.
                                                                                                                         Paul is setting up file
                                                                                                                         layout will be sent to FTP
                                                                                                                         Inbox to automate the
                                                                                                                         processing.



37        Award                                                             2nd priority




                    Disbursement file that will verify
                    student information prior to
                    disbursement


38       Disburse




                    Release of ISIR information -                                                                                                      No update.    Issue has been logged with Wolffpack. Wolffpack In Progress
                    Cannot correct a student's ISIR                                                                                                                  has indicated that there is a flag missing in   No change
                    (financial aid application) to have it                                                                                                           FINANCIER that needs to be added. SyTEC is
                    released to our university.                                                                                                                      working to confirm a deliverable date.


5          ISIR                                                  Small          Low         2/22/2007     8/27/2007




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                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                           Date Issue Date Resolution
                                     Issue                      Scope         Priority    was Reported    Needed          Options / Alternatives                     Action Taken                                   SyTEC Response                           Issue Status
                    Recalculation of aid eligibility                                                                     Manual update is possible      SYTEC has written the specifications        Wolffpack does not recalculate awards               In Progress
                    due to ISIR changes - When aid                                                                       however extremely time         for this program and will shortly be        automatically. Once a student has been              Delivery scheduled
                    eligibility changes due to verification                                                              consuming, labor               sending this information to schools for     packaged any changes which impact the awards        08/13/07
                    or changes made to the FAFSA,                                                                        intensive, and prone to        final review, per conference call 4/3/07.   need to be manually processed. This functionality
                    Financier is not recalculating                                                                       error.                                                                     is not delivered in this product. The aid directors
                                                                                           Issue noted
11         ISIR     revised award eligibility resulting in       Large         High                          3/26/2007                                                                              wrote specifications for the recalculation of Pell
                                                                                         prior to go-live*
                    incorrect Pell grants, incorrect                                                                                                                                                awards up to and including the time of the Pell
                    sub/unsub loan eligibility, etc.                                                                                                                                                freeze as well as the recalculation of Stafford
                                                                                                                                                                                                    Loans at the time of certification. SyTEC will
                                                                                                                                                                                                    deliver this functionality.

                    Incorrectly reporting the status                                                                     Manually monitor changes                     No update.                    Corrections are being sent to the DOE via            In Progress
                    of ISIR corrections made by the                                                                      incorrectly labeled as still                                               AES/PHEAA and are being returned. There is a         Rebecca to supply
                    Financial Aid Office - Changes                                                                       pending. Time consuming                                                    minor problem with the results in FINANCIER.         due date
                    that are made by the Financial Aid                                                                   and labor intensive.                                                       Wolffpack has identified the problem and is in the
                    Office are correctly being                                                                                                                                                      process of correcting it.
                    processed by the Department of                                        Ongoing since
14         ISIR                                                Medium        Medium                          8/31/2007
                    Education; however, they are not                                        go-live*
                    being posted properly as a
                    completed transaction within
                    Financier so it appears as if the
                    changes are still pending.

                    Federal Corrections made by                                                                          None - Can not identify                                                    This issue has been reported to Wolffpack.           Open
                    other schools are automatically                                                                      students affected by this                                                  SyTEC is waiting for a response.                     No update yet
                    loading for students we have                                                                         problem.
                    packaged - When new ISIR's are
                    loaded we have the parameter on           Unknown
26         ISIR     the VP job set to not automatically       (could be        High         3/27/2007        Immediate
                    load the information if the student is      large)
                    already packaged so that we can
                    monitor and manually adjust aid if
                    needed. This parameter is being
                    ignored if the ISIR is a result of
                    Can not manually load of the
                    corrections made by onerevised
                    ISIR records for some students
                    who are already in Financier -
                    when I try to manually load revised
33         ISIR     ISIR records for some students who           Small         High         4/18/2007
                    are already loaded and packaged I
                    am receiving an error message of
                    "Student ID can not be determined".




     C:\Docstoc\Working\pdf\4c94dc90-ee59-4daf-8297-62e40c7b5053.xlsOutstanding Issues for SYTEC                                                                                                                                                         1/4/201112:00 PM
                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                           Date Issue Date Resolution
                                     Issue                      Scope         Priority    was Reported    Needed        Options / Alternatives   Action Taken                  SyTEC Response                           Issue Status
                  Not all Federal Corrections our
                  university makes are loading                                              04/19/07 -
34        ISIR    back into Financier - Corrections              Small         High         04/30/07 -
                  we made on two students records                                            05/08/07
                  were transmitted to the Department
                  WolfPack is The corrections
                  of Education. still working on were                                                                                                                                                               Pending
39      Loan cert Alternative Loan certification - no
                  time frame given
                  "Loans processed" counts are                                                                                                                   05/08/07 - Sarah DiStanislao reports that
                  different between trial and                                                                                                                   WolfPack is working to reconcile the two.
                  update mode.                                                                                                                                  However, the update mode correctly certifies each
                                                                                                                                                                record

40      Loan cert




                    Lender codes are required based
                    on the specs that Wolfpack
                    developed




41      Loan cert                                                                            5/7/2007




     C:\Docstoc\Working\pdf\4c94dc90-ee59-4daf-8297-62e40c7b5053.xlsOutstanding Issues for SYTEC                                                                                                                    1/4/201112:00 PM
                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                           Date Issue Date Resolution
                                     Issue                      Scope         Priority    was Reported    Needed         Options / Alternatives    Action Taken                   SyTEC Response                            Issue Status
                     Loan certification job is                                                                                                                    05/11/07 - John Blake "Financier" uses snapshot of Pam testing in
                     erroneously pulling data from the                                                                                                            FAFSA information (school do not use because not acceptance
                     FAFSA when it should be pulling                                                                                                              accurate), has been remapped to the student data environment
                     from the KU Legacy interface                                                                                                                 in system. Complete by SyTEC 05/08/07.



42      Loan cert                                                                            5/7/2007




                     Files can be exported but they do                                                                  Requires a change to the                  Rebecca to contact Wolfpack to determine if
                     not contain accurate date -                                                                        process and the way                       program code can be changed so that default
                     Hold/Release issue                                                                                 that things are done                      setting is set to "HOLD" instead of "RELEASE".
                                                                                                                                                                  Answer will determine the necessary workaround.
                                                                                                                                                                  Also option of having an intermediate file that can
                                                                                                                                                                  be "modified" prior to sending information.
43          `                                                                                                                                                     05/11/07 It is what it is- Wolfpack will not be
                                                                                                                                                                  changing this functionality. The univeristy can
                                                                                                                                                                  do a disbursement forecast - not enrolled in the
                                                                                                                                                                  right number of credits, should be a month or 2-
                                                                                                                                                                  days before they disburse the loans.


                     File remains to be tested with                                                                                                               PHEAA meeting Wed to finalize testing strategy
                     PHEAA



44     Loan export




     C:\Docstoc\Working\pdf\4c94dc90-ee59-4daf-8297-62e40c7b5053.xlsOutstanding Issues for SYTEC                                                                                                                        1/4/201112:00 PM
                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                           Date Issue Date Resolution
                                     Issue                      Scope         Priority    was Reported    Needed          Options / Alternatives       Action Taken                   SyTEC Response                           Issue Status
                    No Aid Letters - There is no way to                                                                  Package loan for all           No update.    Wolffpack has the ability to provide students with a In Progress
                    notify students that they are not                                                                    students including                           no need/no loan requested denial letter. A trait
                    eligible for grants or institutional                                                                 students who indicated                       needs to be created to identify these students and
                    financial aid. Previously, a no aid                                                                  they did not want a loan on                  then the letter created using a template delivered
                    letter was sent to inform these                                                                      the FAFSA. Disregards                        by WP. SyTEC will work with Kutztown on this
                    students about loan options.                                                                         student's response to                        issue. 05/11/07 - Wolfpack has delivered a fix for
                                                                                           Issue noted                   question on FAFSA asking                     this and SyTEC is in the process of testing
8         no aid                                                 Small          Low                          6/15/2007
                                                                                         prior to go-live*               if they want a loan and
                                                                                                                         could result in hard
                                                                                                                         feelings.




                  Academic Competitiveness Grant                                                                         Could be done manually         No update.    Pell Grant reporting as well as ACG and SMART       Open
                  (ACG) and National Science and                                                                         using AES/PHEAA's                            Grants reporting are one and the same - Grant       Delivery expected
                  Mathematics Access to Retain                                                                           system. This would take                      Reporting. The outstanding issue is the two         06/01/07
                  Talent (SMART) Grant - Similar to                                                                      an excessive mount of                        volume processes (imports and exports). SyTEC
         Federal                                                                           Issue noted                   time, would be labor                         has requested a deliverable date from Wolffpack.
24                item #23 above, a program to draw            Medium        Medium                          7/1/2007
        Reporting                                                                        prior to go-live*               intensive, and would be
                  down and reconcile ACG/SMART
                  has not been developed.                                                                                prone to error.



                  Summer Pell awards chargeable                                                                                                         No update.    SyTEC worked with WP on this issue. WP will         In Progress
                  to the 2007-2008 FAFSA -                                                                                                                            provide written guidance to SyTEC which Sarah       (per Rebecca)
                  Summer course registration has                                                                                                                      and/or John will provide to KU.                     Delivery within next
                  begun and students are inquiring                                                                                                                                                                        2 wks
                  about eligibility for summer aid.
                  Federal regulations permit the                                          Approximately
15         Pell                                                  Small         High                          7/1/2007
                  payment of Pell from either the year                                    March of 2006
                  before or the year after. Wolffpack
                  (designer of Financier) has not
                  resolved this issue; therefore, the
                  financial aid office cannot advise
                  students of possible summer Pell
                  grant eligibility.
                  Pell Grant Reporting - The                                                                             Could be done manually         No update.    Pell Grant reporting as well as ACG and SMART       Open
                  program to increase our allocation                                                                     using AES/PHEAA's                            Grants reporting are one and the same - Grant       Delivery expected
                  and reconcile Pell awards has not                                                                      system. This would take                      Reporting. The outstanding issue is the two         06/01/07
                  been tested. Will be needed by                                                                         an enormous amount of                        volume processes (imports and exports). SyTEC
         Federal                                                                           Issue noted                   time, would be extremely                     has requested a deliverable date from Wolffpack.
23                July 1 if Summer 2007 Pell grants              Large       Medium                          7/1/2007
        Reporting can be awarded using the 2007-                                         prior to go-live*               labor intensive, and would
                  2008 FAFSA. (See item #15                                                                              be prone to error.
                  above)




     C:\Docstoc\Working\pdf\4c94dc90-ee59-4daf-8297-62e40c7b5053.xlsOutstanding Issues for SYTEC                                                                                                                           1/4/201112:00 PM
                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                           Date Issue Date Resolution
                                     Issue                      Scope         Priority    was Reported    Needed          Options / Alternatives                   Action Taken                                   SyTEC Response                              Issue Status
                    Perkins Loan Entrance                                                                                Manual entry of award         Perkins awards amounts were               Appearing on this spreadsheet was the first SyTEC        In Progress
                    Counseling - Website for entrance                                                                    amount on legacy system,      manually entered onto legacy system.      heard of the critical nature of this item. While it is   Next week
                    counseling has no record of Perkins                                                                  wait for file to go to and    File was sent to ECSI and students can    on our list of interfaces it was not deemed              acceptance testing
                    award being made; thus, blocking                                                                     from ECSI, then manual        now complete entrance interview and       something that needed to be done immediately as          by KU
                                                                                           Issue noted
25       Perkins    student from doing entrance                Medium          High                          3/26/2007   entry to confirm              master promissory note requirements;      it was anticipated as a disbursement requirement.
                                                                                         prior to go-live*               completion of Perkins         however, completion of requirement is     SyTEC has obtained the file format for ECSI and is
                    counseling. Also, no exchange of
                    information has yet been developed                                                                   requirements. Time            not being updated into Financier.         working to provide a resolution to this.
                    to show student has successfully                                                                     consuming, labor
                    completed entrance counseling                                                                        intensive, and prone to
                    requirement.and PLUS loans - The
                    Alternative                                                                                          error.                                      No update.                  SyTEC has requested a list of alternative loans      In Progress Delivery
                    process of certifying alternative and                                                                                                                                        from each university so that we can configure the middle of June
                    PLUS loans is still being discussed                                                                                                                                          loan set-up tasks. KU's list was received on
                    and since SYTEC views it as not                                                                                                                                              4/4/2007. Plus loans can be awarded and certified
                    being an immediate need, the issue                                                                                                                                           at this time although this is a manual process.
                    has been differed until a later date.                                  Issue noted                                                                                           Alternative lenders that use Commonline will have
19        Plus+                                                  Large       Medium                          4/15/2007
                    The Financial Aid Office has                                         prior to go-live*                                                                                       their export automated just like stafflord loans.
                    already received alternative and                                                                                                                                             The deliver date will be the same as the loan
                    PLUS loans for certification for                                                                                                                                             export/import functionality. (Only 60 lenders can be
                    2007-2008 and does not know how                                                                                                                                              maintained by system) per Rebecca 05.09.07
                    to proceed.
                    Adustments to EFC on the CPS                                                                                                                                                 05/08/07 - John Blake reported that WolfPack is          Pending
                    communication screen based on                                                                                                                                                working on issue - it has 2nd priority to the
                    professional judgement are not                                                                                                                                               corrections issue
                    being transmitted.
           Prof
45                                                                                           5/7/2007
        Judgement




                    Stafford Loan Certification -                                                                        Individual manual             Default guarantor information was not     Loan certification in batch is available and          In Progress Lender
                    Certification is the second part of a                                                                certification would take an   moved from our acceptance to              Kutztown should be testing this now. A review of codes have been
                    two-step process. Packaging (Step                                                                    enormous amount of time,      production environment and thus all       the acceptance system revealed that no testing        developed
                    1) assigns the student an estimated                                                                  would be extremely labor      Stafford loans packaged for students      had been done to date. There may be some set
                                                                                           Issue noted
17       Stafford   loan amount to be included on their          Large         High                          3/26/2007   intensive, and would delay    do not have a guarantor listed. SYTEC     up items encountered when the program is first run
                                                                                         prior to go-live*               the disbursement of loan      is checking to see if they can do a       but John/Sarah can work with KU on what needs to
                    award letter. Certification (Step 2)
                    is a volume process (batch) job that                                                                 funds to students well        mass update on this field for our         be done KU's set up. What is not available is the
                    creates a file that guarantors use to                                                                beyond an acceptable          students or if KU will need to manually   export of the certification to the guarantor from the
                    make the loan. The certification                                                                     timeframe.                    update this field for all loans awarded   vendor. This export is being tested in the WP
                    step has not been tested and is still                                                                                              thus far to our students. Per e-mail      development system and will be forthcoming from




     C:\Docstoc\Working\pdf\4c94dc90-ee59-4daf-8297-62e40c7b5053.xlsOutstanding Issues for SYTEC                                                                                                                                                          1/4/201112:00 PM
                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                           Date Issue Date Resolution
                                      Issue                     Scope         Priority    was Reported    Needed              Options / Alternatives                     Action Taken                                  SyTEC Response                              Issue Status
                      Graduate Loans - The packaging                                                                                                        No update.
                      formulas provided to calculate
                      Stafford Loans amounts for                                         Re-reported to
                      graduate students is not packaging                                     Georgia
30       Stafford     the correct amounts.                     Medium          High      4/8/07. Initially   5/15/2007
                                                                                          reported prior
                                                                                            to go-live


                      State Grant Awards -                                                                                     Manually enter all state     State grant amounts were loaded per       SyTEC has been loading PA State Grants for               05/11/07 - Next week
                      Pennsylvania State Grants are                                                                            grant awards into            SYTEC and after an additional 710         several weeks now after working with PHEAA to            actual awards are
                      currently not loaded into Financier.                                                                     Financier and manually       award letters were sent we noticed that   obtain the files. The files we are importing are the     expected from PHEAA
                      In addition, eligibility checks to                                                                       check all eligibility        the state grant awards were not           State Grant Status roster which is what PHEAA            therefore problem will
                      identify discrepancies is still under                                                                    requirements prior to        appearing for many of our students.       advised us to use for all estimated awards. We           be resolved.
                      development.                                                                                             disbursement of funds.       We were later informed state grants       are getting estimated awards but because of a
                                                                                                                               This would take an           were only loaded for students who         Grant Division policy the file is not sending awards
                                                                                                                               enormous amount of time,     listed KU first on their FAFSA            for students if the application is incomplete. This is
                                                                                                                               would be extremely labor     application and who did not have an       an issue because while we are not getting the
                                                                                                                               intensive, and would delay   incomplete record with the Grant          award amount on the Status file, Grants is placing
                                                                                                           Load of amounts: the disbursement of state       Division. PHEAA is now providing          the amount on the NA screen. In order for us to
                                                                                           Issue noted          3/26/07
9       state grant                                            Medium          High                                            grant funds to students      estimates even if we are not the first    get those estimates into our system, they have to
                                                                                         prior to go-live* Eligibility checks: well beyond an acceptable    choice school on the application;         be manually entered into FINANCIER. At this time
                                                                                                                5/15/07        timeframe.                   however, the estimated grants for         we have asked PHEAA to reconsider their policy
                                                                                                                                                            incomplete records will still require     and add those awards to our file. If they are
                                                                                                                                                            manual update. E-mail sent to John        unable or unwilling, SyTEC will review the file
                                                                                                                                                            Blake 4/19/07 in reference to a           being used to load the awards to see if we can
                                                                                                                                                            student who has an estimated Pheaa        change to the NA file.
                                                                                                                                                            state grant on AES but does not
                                                                                                                                                            have one on Financier and is not on
                                                                                                                                                            any of the state grant output reports.


                      Errors on VP Jobs - Running                                                                                                                         No update.                  SyTEC is reviewing this issue to determine cause         Open
                      some Volume Process (batch) jobs                                                                                                                                                and provide resolution.
                      generates ORACLE database
                      errors.
4        VP jobs                                                 Small          Low         3/12/2007        8/27/2007




     C:\Docstoc\Working\pdf\4c94dc90-ee59-4daf-8297-62e40c7b5053.xlsOutstanding Issues for SYTEC                                                                                                                                                               1/4/201112:00 PM
                                                                    OUTSTANDING FINANCIER ISSUES AS OF 05/11/07




                                                                                           Date Issue Date Resolution
                                     Issue                      Scope         Priority    was Reported    Needed         Options / Alternatives                Action Taken                   SyTEC Response                          Issue Status
                    Volume Process Jobs with "No                                                                                                  No update.
                    output data found" - The output
                    form multiple job runs display "No
                    output data found" instead of
                    providing a list of the students who
32       VP jobs                                                 Large         High         4/17/2007    4/20/2007
                    met the requirements of the volume
                    process jobs. Add/Load and "Trait
                    = Incomplete to Complete FAFSA"
                    are two of the jobs affected. Output
                    previously was provided from these
                    Add/Load Data Errors - Student's                                                                                                                          There were three add/load issues originally          Closed
                    records will not load into Financier.                                                                                                                     identified. Two of the three have been corrected.
                    Reason unknown.                                                                                                                                           Wolffpack has identified the third issue and will be
                                                                                                                                                                              making the fix to the system. The number of these
                                                                                                                                                                              students impacted is small but still needs to be
2                                                                Small         High         2/13/2007    4/15/2007                                                            resolved. WolfPack has delivered fix to SyTEC
                                                                                                                                                                              it is in acceptance testing s/b delivered to
                                                                                                                                                                              campus for testing by the middle of next week



                    Corrections made on a student's                                                                     Corrections can be re-                                Issue has been submitted to Wolffpack. SyTEC is Open
                    record prior to ADD/LOAD are                                                                        entered on the Federal                                waiting a response.
                    not generating Federal                                                                              Corrections screen for
                    Correction records to be sent to                                                                    these students.
27                  the Department of Education - If a           Small         High         3/23/2007
                    student's name and/or SS# is
                    corrected on their ISIR information
                    in the ADD file, the student's record
                    is being loaded into Financier the




     C:\Docstoc\Working\pdf\4c94dc90-ee59-4daf-8297-62e40c7b5053.xlsOutstanding Issues for SYTEC                                                                                                                                  1/4/201112:00 PM
              ITEMS FOR FINANCIAL AID AND INSTITUTIONAL RESEARCH TO WORK ON, AS OF 4/12/07

                                                                               Date            Options / Alternatives       Action           SyTEC Response                              Issue Status
                                                                 Date Issue  Resolution                                     Taken
                     Issue                  Scope    Priority   was Reported  Needed
      Final Request for Missing                                                               Keep copies of all letters      No      Identifying the students and      Will work with KU institutional research to
      Information - After three letters                                                       sent to students to do a      update.   obtaining a list can be           identify these students from SQL server
      to request missing information                                                          manual sorting process.                 accomplished by running an ad- information if possible.
      sent at 30 day intervals, no                                                            Labor intensive and time                hoc report in your SQL database.
      means exists to identify students                                                       consuming.                              SyTEC will check to see if we
      whose aid will be cancelled due                                                                                                 have provided the data to your
12    to lack of response.                  Medium   Medium        3/1/2007      5/1/2007                                             SQL for this process. NOTE:
                                                                                                                                      The system defaults to 30 days
                                                                                                                                      between requests for missing
                                                                                                                                      information but each school had
                                                                                                                                      the option to determine their own
                                                                                                                                      timeline for letters.

      No Automatic generation of                                                              Notify students to review       No      At this time the system does not Will work with KU institutional research to
      revised aid notification to                                                             their financial aid via       update.   automatically repackage awards. identify these students from SQL server
      students - If a student's aid                                                           student self-serve portal               As you manually repackage a         information if possible.
      changes, there is no automated                                                          on a weekly basis to                    student you have the option to
      way to alert the student about                                                          obtain updates to their                 select the print key to obtain an
      their change in aid.                                      Approximately                 aid. Notification to                    award notice, set the indicator to
13                                          Large    Medium                      4/15/2007
                                                                   3/8/07                     students only when aid                  print in the volume processing or
                                                                                              changes is a more                       you can hit the e-mail selector and
                                                                                              practical solution and is               manually send them a notice to
                                                                                              recommended.                            look at their account on the web.


      Tentative aid to show as a                                                                                           Same as SyTEC is developing queries             Crosswalk of awards from Financier back to
      credit on the bill - Information is                                                                                  #6 above. which will be shared with the         KU legacy system is currently being
      being placed in the SQL server                                                                                                 campuses. This will be delivered developed by Paul and Lynold.
      that the university will need to                                                                                               well before the billing cycle for the
      interpret in order to extract for                                                                                              summer.
                                                                  Issue noted     same date
18*   billing purposes. Information is      Large     High
                                                                prior to go-live*   as #6.
      currently incomplete and unclear
      so programming cannot be
      developed at this time to prepare
      for the bills.
     Exit Counseling - Loan                                                                                               No      Report can be developed and       Will work with KU institutional research to
     borrowers less than half-time,                                                                                     update.   obtained from the SQL Database identify these students from SQL server
     withdrawals, graduates, and no                                                                                               where awards are posted along     information if possible.
     shows need to be notified of                                                                                                 with the academic data and
     their rights and responsibilities                                                                                            conferred date. This can be used
                                                             Issue noted
21   as a borrower going into loan       Large    Medium                     10/15/2007                                           to identify the students who need
                                                           prior to go-live*
     repayment. No process has                                                                                                    exit counseling.
     been developed to identify loan
     borrowers on Financier who may
     also have loan history on our
     legacy system.
     Withdrawals - A means to                                                              Rely on paper notification     No      Report can be developed and        Will work with KU institutional research to
     identify students who have                                                            from Registrar and           update.   obtained from the SQL Database     identify these students from SQL server
     withdrawn and who have aid has                                                        Graduate Office. Using                 where it can be determined that    information or identify via current legacy
     not been determined. This                                                             this means in the past has             the student has withdrawn and      program after above crosswalk is complete.
     information is needed to perform                        Issue noted                   proven to be unreliable                that they have Title IV aid.
22                                       Medium   Medium                       8/27/2007
     a return to Title IV aid                              prior to go-live*               and resulted in audit
     calculation.                                                                          findings when forms were
                                                                                           not received in the
                                                                                           Financial Aid Office.
                                                                                                 RESOLVED ISSUES AS OF 4/21/2007
                                                                                              Options / Alternatives     Action Taken                                     SyTEC Response
                                                                      Date
                                                                     Issue     Date
                                                                      was    Resolution
                        Issue                   Scope    Priority   Reported  Needed
    Data Integrity - KU and SYTEC seeing                                                                                   Per SYTEC this was not a data      John spoke to Pam at length about this on
    different information for the same                                                                                     integrity issue. Per WolffPack,    4/3/07 and believes that she understands
    student. Processing of aid with                                                                                        we need to occasionally run the    the reason for the need to recalculate the
    conflicting information could result in                                                                                App Requirements                   Application requirements periodically. The
    substantial audit findings, overawards,                                                                                Recalculation VP prior to          reason is that as student data changes
1   and the need to recover funds already       Large     High      3/7/2007    3/26/2007                                  running packaging to keep the      and is received via the interface, their
    disbursed from students who may no                                                                                     data "in sync". Shouldn't data     application completion status will change
    longer be enrolled.                                                                                                    always be in sync?                 and the recalc will provide the most
                                                                                                                                                              current status for this small number of
                                                                                                                                                              students.
    Packaging aid when enrollment for                                                        Generate a list of students             No update.               SyTEC would like more information from
    Fall and Spring semesters do not                                                         packaged with different                                          KU on this item. How are you identifying
    match - System is designed to                                                            enrollment between terms                                         students who have a split enrollment
    determine award amounts and evenly                                                       and manually review aid                                          between fall and spring? Is this coming in
    divides the award between terms and                                                      packaged. Time                                                   on your interface? It is believed that this
    assumes the same enrollment each                                                         consuming, labor                                                 would be a very small number of students
    term. Students often do not have the                                                     intensive, and prone to                                          and should be able to easily be handled
    same enrollment for both terms.                                    Issue                 error.                                                           manually. Please provide numbers if you
                                                                       noted                                                                                  believe this is a significant population of
                                                Small     High                   4/10/2007
                                                                    prior to go-                                                                              students impacted. Wolffpack is willing to
                                                                        live*                                                                                 review this once more information is
                                                                                                                                                              provided.




    EFC Mismatches - Department of                                                           Manually adjust all aid       It appears as if WolffPack has This issue has been resolved.
    Education and Financier have different                                                   after packaging for these     corrected this problem as of
    EFC's for the same student which would                                                   students prior to the         3/23/07. All of the student's
3   result in different award amounts for the   Medium   Medium     2/19/2007   4/15/2007    generation of their award     EFCs now agree with the EFC
    same student.                                                                            letter. Time consuming        generated by the Department of
                                                                                             and could result in errors.   Education.
    Tables not on SQL Server - Information                                                                                 Data was available on the SQL      Data is available on SQL server.
    needed to identify students for                                                                                        server as of 3/26/07; however,     Kutztown and SyTEC have worked
    institutional scholarships is not yet                                                                                  the data is not being updated      together to review the data for
    available on SQL server.                                                                                               on a daily basis since awards      understanding. SyTEC has asked KU if
6                                               Small     High      3/13/2007   3/26/2007                                  given to students on 3/27/07       they would like a conference call for KU's
                                                                                                                           are currently not showing on the   IT team to work with us to help them better
                                                                                                                           server.                            understand the data being sent to them.
                                                                                                                                                              Pam is checking on whether this is
                                                                                                                                                              needed. 4/6/07
     Database Access - When running a                                                                               SYTEC requires each of the       SyTEC is reviewing this issue to determine
     Volume Process (batch) job, the                                                                                phase one schools to contact     the best way to resolve it.
     Financier system will freeze due to the                                                                        them when they want to run a
     system exceeding the maximum                                                                                   large volume processing job
     response time of 90 seconds allotted.                                                                          and then wait in the queue for
10                                               Small   Low    3/16/2007    8/27/2007                              permission to run the job to
                                                                                                                    ensure that the system does
                                                                                                                    not freeze. Per SYTEC we no
                                                                                                                    longer need to contact them
                                                                                                                    prior to submitting a volume
                                                                                                                    process job as of 4/17/07.
     Waivers - The process for posting                                                   Manual update is possible             No update.            At this time posting waivers to FINANCIER
                                                                   Issue
     waivers to a student's award package                                                however time consuming,                                     is a manual process. SyTEC plans to
                                                                   noted
20   needs to be defined. Waivers should be Medium       Low                 6/15/2007   labor intensive, and prone                                  automate the process of posting the
                                                                prior to go-
     added to a student's account prior to                                               to error.                                                   waiver awards from SAP CM to
                                                                    live*
     packaging to prevent overawards.                                                                                                                FINANCIER when CM is live.
     Documents are not available on the                                                                             SYTEC internally update the      Student self-service portal is in the hands
     student self-serve - All of the                                                                                status of forms to active, since of the universities for testing. Once KU is
     documents which may be requested from                      4/2/2007,                                           the documents appeared as        comfortable with the testing they have the
     a student are not appearing on the                             re-                                             active on the maintance form     ability to make it live for KU students.
     portal.          As of 4/11/07 student                      reported                                           but were inactive within our     The one outstanding piece is the ability to
28   can only view max of five outstanding  Medium       High                Immediate                              tables somehow. All the forms not only view missing documentation but
                                                                    via
     requirements.                                              footprints                                          not are viewable by the student. also the ability to accept/decline/reduce
                                                                  4/11/07                                                                            awards. The final testing is occurring at
                                                                                                                                                     SyTEC and the functionality is expected to
                                                                                                                                                     be delivered to the Universities by the end
                                                                                                                                                     of this week.
     No access into Financier and possible                                                                                                           The system was back on line 4/4/07.
     loss of information previously entered                                                                                                          Kutztown performed tests on the system
     - Requested documents previously                                                                                                                and has not noted any issues. SyTEC
     recorded as having been received are                                                                                                            considers the issue closed.
29   now appearing as still being required and   Large   High   4/2/2007     Immediate
     not yet received. SYTEC took the entire
     Financier system down all day 4/3/07
     and is still down.
                   Issue Status




Closed




Since SYTEC and Wolffpack notified us they had
no plans to automatically packaged a student with
different enrollments for Fall and Spring, I have
worked with Paul Siegfried to change our interface
file and always assume the same enrollment for
the Spring 2008 as they are for the Fall 2007; thus,
eliminating the possibility of different enrollment
status for all students packaged until students
actually begin to registered for the Spring. For any
student who is packaged after registration has
started for the Spring semester, we will need to
manually review the aid packaged for the student if
they have different enrollment between terms. I
have already created and tested a trait to identify
these students and will run this trait after each VP
packaging job when students begin to register for
Spring 2008.

Closed




                                                         25000
Closed




                                                       12.01923
Running of jobs is not done individually by each
institution and no longer requires SYTEC's
involvement.




                                                   27560
Closed by SYTEC; thus, will manually post until
CM is live.



Application Requirements appear to be correct on
the student self serve




Closed

				
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