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					                Fellowship Training 2005-06




 Welcome
 Fellowship
Training 2005
                                     Fellowship Training 2005-06

Training Team
 Cyndi Lynch,
 Director of Fellowships and Professional Development
 clynch@purdue.edu 42598

 Kelly Kater
 Fellowship Secretary
 kater@purdue.edu 42598

 Ashlee Robertson
 Director of Financial Affairs
 ashlee@purdue.edu 41558
                              Fellowship Training 2005-06

Objectives
 Understand the difference in graduate student
  appointments and financial aid implications
 Communicate changes in Graduate School Fellowship
  Program
 Understand the impact of offer letters
 Academic Office Communicate Business Office
                          Fellowship Training 2005-06

Agenda
  • Fellowship Overview

  • Fellowship Program Changes

  • Offer Letters
                                       Fellowship Training 2005-06

Reference Material

Fellowship Manual
http://www.purdue.edu/GradSchool/downloads/facstaff/fellowshipmanual.pdf
          Fellowship Training 2005-06




       Part 1
Fellowship Overview
                         Fellowship Training 2005-06
Fellowship Policies

  •   Executive Memorandum A-199 (1961)
  •   Addendum to A-199 (1984)
  •   Executive Memorandum C-23 (1991)
  •   Medical Insurance Policy (1997)
                          Fellowship Training 2005-06

Executive Memorandum A-199

1.   Definition of a fellowship
2.   Conditions for acceptance
3.   Recommended financial provisions
4.   Policy-making responsibilities
                            Fellowship Training 2005-06

Fellowship Defined

 Free grant given to the University for the support
 of a graduate student in his or her study and /or
 research. The primary purpose of such a grant is to
 further the education and training of the student
 recipient in his or her individual capacity.
                            Fellowship Training 2005-06

Addendum to A-199

Sets the charging/costing guidelines for fee remits
  for dual fellowship and assistantship
  appointments

Attachment 3
                            Fellowship Training 2005-06

Addendum A-199 con’t.

  Students on a fellowship appointment, who
    hold an additional .25 FTE, are entitled to
    the graduate staff fee remission, as part of
    the compensation benefits. This is an
    entitlement that cannot be waived.
                        Fellowship Training 2005-06

Executive Memorandum C-23
 • Monthly stipend (fellowships) and
   compensation (assistantships) ranges
 • Salary policy is approved by the Board of
   Trustees and communicated to the academic
   units by the Dean of the Graduate School
                          Fellowship Training 2005-06
Medical Insurance Policy

  • All fellowship awards to include a supplement
    for the purchase of medical insurance

  • When the fellowship does not provide a
    supplement, the department is responsible
                                Fellowship Training 2005-06
Fellowship or Assistantship

 • Guidelines
 • Tax implications
 • Financial aid implications

 Reference: Guidelines for Determining the Status of a
   Student as a Graduate Assistant or Graduate Fellow
                                    Fellowship Training 2005-06
Appointment Limitations
• Assistantship = 0.50 FTE

• Fellowship = 0.00 FTE
• Additional 0.25 FTE Grad appointment permitted
• International students maximum appointment = 0.50 FTE
  (visa restriction)
      • Fellowship does not count towards this requirement
                                Fellowship Training 2005-06

Financial Aid Eligibility


 • Cost of education – Aid = Loan Eligibility

 • Aid includes scholarships, fellowships, assistantships
                                         Fellowship Training 2005-06

The Estimated Cost of Education
                                        Resident           Non-Resident
Tuition, fees                             5,860               17,640
Room, meals                               6,700               6,700
Books, supplies                            890                 890
Transportation & Personal                 1,260               1,340
Total                                   $14,710              $26,570
(Based on survey conducted by Division of Financial Aid)
                          Fellowship Training 2005-06
Financial Aid Calculations
            Resident     Assistantship Fellowship
   Cost of education       14,710       14,710
   Fee remission            4,732
   Tuition scholarship                   4,732
   Fellowship stipend                   14,000
   Loan eligibility         9,978         -0-
                           Fellowship Training 2005-06
Note:

  • If a student has a fellowship and an
    assistantship, the fellowship stipend must be
    included in calculating financial aid
    eligibility.
                            Fellowship Training 2005-06

Special Note:

• When registering fellows for classes, do not code
  fellows as assistants on the Registrar Form 23
  (sections 9 and 9a)

• Division of Financial Aid may be required to bill
  the student for disbursed loan proceeds.
                            Fellowship Training 2005-06
Need-based Fellowships


  • For all financial need-based fellowships (i.e.
    GAANN or Javits), the student must have a
    FAFSA establishing financial need before
    the award is made.
              Fellowship Training 2005-06




           Part 2
Graduate School Fellowships
                          Fellowship Training 2005-06
Types of Fellowships

•   Federal
•   Graduate School Administered
•   School or Department Endowed
•   Foundation
•   Industrial
                                  Fellowship Training 2005-06
Graduate School Fellowships
• Andrews                    • Lynn
• Bilsland                   • Purdue Doctoral
  Dissertation               • Puskas
• Carver                     • GS Summer Research
• Chappelle                    Grants
• Knox                       • Ross
• Kruhe                      • Special Initiatives
Reference: 2004-05 GS Fellowships & Guidelines (purple sheet)
                            Fellowship Training 2005-06

Changes occurring in 2004-05
• Allocation are made in dollars, not in numbers
• Schools/programs set stipend level
  (minimum $14,000 plus insurance & tech fee )
                             Fellowship Training 2005-06

Changes occurring in 2004-05
• Diversity fellowships (Knox, Purdue Doctoral)
  are selected by the School/College
• Diversity fellowships (Knox, Purdue Doctoral,
  and George Washington Carver) are required to
  complete a 500 word diversity essay
• Special Initiatives fellowships are student written
  and submitted
                                    Fellowship Training 2005-06
Awards selected by Academic Program
 •   Andrews
 •   Dissertation
 •   Knox
 •   Lynn
 •   Purdue Doctoral
 •   Ross
 •   Summer Research Grants
 Reference: Guide to Graduate School Awards (purple sheet)
                                  Fellowship Training 2005-06
Graduate School Selected

•   Chappelle
•   George Washington Carver
•   Kruhe
•   Puskas
•   Special Initiatives

Reference: Guide to Graduate School Awards
             Fellowship Training 2005-06




         Part 3
      Offer Letters
Fellowship/Assistantship
                           Fellowship Training 2005-06
Terms of Appointment

  •   Title/Type (TA/RA/Fellow)
  •   Stipend or compensation amount
  •   Length of appointment
  •   Tuition & fees (how & what covered)
  •   Insurance
                             Fellowship Training 2005-06
Offer Letter – Key Points
  • Title of Appointment?
    – Fellowship or Assistantship

  • Stipend or Compensation amount?
    – Fellowship/Stipend
       • No Taxes Withheld
    – Assistantship/Compensation amount
       • Taxes Withheld
                              Fellowship Training 2005-06
Key Points (continued)
 • Length of Appointment?
   – Consistent with Award
   – Long Term Commitment

 • Insurance
   – Fellowship/stipend supplement
   – Assistantship/PU grad health insurance
         (www.student-resources.net)
                                   Fellowship Training 2005-06
Key Points (continued)
 • Tuition
   – Assistantship/Tuition Remitted
   – Fellowship
      •   GS – tuition scholarships
      •   Federal – tuition scholarships
      •   Institutional commitments – tuition scholarships
      •   Industrial – not eligible for tuition scholarship
      •   Foundation – check with Graduate School
                            Fellowship Training 2005-06

Key Points (continued)

  • Fees
    –   Dependent on Sponsor/Department
    –   Graduate appointment fee
    –   Technology fee
    –   International student fee
    –   Differential fee
                             Fellowship Training 2005-06
Key Points (continued)

  • Resolution of the Council of Graduate….
    – Cannot require acceptance prior to April 15th
                             Fellowship Training 2005-06
Key Points (continued)

  • Offer Letter Distribution
    Dept. Business Office       Graduate School
    Dept. Graduate Chair        Student file
    ISS (if international)      Others as Needed
                           Fellowship Training 2005-06
Key Points – Offer Letters

 • Use Fellowship Offer Response Form
      copy the Graduate School on the responses

 • Academic Office and Business Office audit final
   list of fellows; copies Graduate School
                              Fellowship Training 2005-06

 Fellowship Resources
• Fellowship Manual
• HBCU, HSI, Tribal college report
• Funding web page
  http://www.gradschool.purdue.edu/funding/
• Fellows web page
  http://www.gradschool.purdue.edu/funding/fellows.cfm
• Fellows recognition
  http://www.gradschool.purdue.edu/funding/indextemp.cfm
                                   Fellowship Training 2005-06

 Fellowship Resources

• Other resources needed?
  – email fellowships@purdue.edu
                                     Fellowship Training 2005-06

Questions
 Cyndi Lynch,
 Director of Fellowships and Professional Development
 clynch@purdue.edu 42598

 Kelly Kater
 Fellowship Secretary
 kater@purdue.edu 42598

 Ashlee Robertson
 Director of Financial Affairs
 ashlee@purdue.edu 41558

				
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