1. Research Administration Forum/ InfoEd User Group Meeting Dave Fleming

2. Review Assistantship/Fellowship Report Processes & Procedures Assistantship/Fellowship Report Demonstration A/F Q&A Presentation Outline

3. Assistantship Fellowship Report System of record used to document assistantships and fellowships – Assistantship and Fellowship offers Used in Financial Aid calculations – Assistantship and Fellowship awards Drives waivers on student bills Source for tuition/GAD charges Used for reporting to state agencies

4. All assistantship offers must be added to the report when the offer is made to the student Enter Primary fields and stipend amount only – If student accepts the offer, fill in the stipend and tuition chart field strings. The Assistantship Fellowship Report should always be updated prior to CUBS. – If student declines the offer, delete the record Assistantship Offers

5. Graduate Assistant Tuition Differential The Graduate Assistant Tuition Differential is the difference between full time resident graduate tuition & fees and graduate assistant tuition & fees – Full-time Resident Tuition & Fees - Graduate Assistant Tuition & Fees = Tuition Differential – Tier 2 Example $4,610 - $1,060 = $3,550 – Value of Tuition Differential is different for each tier and program code Fall 2015/16 Spring Values – Tier 1 – $4,289 – Tier 2 – $3,550 – Tier 3 – $3,000 – Tier 4 – $2,655 – Tier 5 - $2,113 Fall 15 Graduate Assistant Fee - $1060 – 9 credit minimum

6. Why Use Tuition Differential System? Revenue – The Graduate Assistant Tuition Differential policy brings revenue into the university from sponsored programs – The sponsored programs tuition revenue returns for FY15 are split 75% to the colleges and 25% to the Provost For FY15: $1.9M returned to CES

7. Revenue – Resident Student Without Assistantship (Tier 2)

8. Revenue – Graduate Assistant No Tuition Differential (Tier 2)

9. Revenue – Graduate Assistant with Sponsored Programs Tuition Differential

10. Assistantship Fellowship Report Documentation All documentation is placed on the Grad School Website in the Faculty/Staff section – Graduate Tuition Policy – GAD Tiers – Training Presentation – Assistantship Fellowship Report Deadlines

11. Tuition Differential Fields This chart field string is charged for the Tuition Differential Will roll over from previous semester May have multiple chart field strings Account – Master’s 5301 MASGAD – Master’s GAD Sponsored Prog 5302 MASINS – Master’s GAD Institutional 5303 MASDEP – Master’s GAD Departmental – PhD 5351 PHDGAD – PhD GAD Sponsored Prog 5352 PHDINS – PhD GAD Institutional 5353 PHDDEP – PhD GAD Departmental

12. Tuition Differential Fields Program – Use program code from stipend chartfield string Sub-class – Institutional - 150 – Sponsored Programs - Sub-class will be exactly as it appears in stipend chart field string – Departmental - Sub-class will be exactly as it appears in stipend chart field string Project/Grant – Institutional - 1550001 – Sponsored Programs – Use Project/Grant to be charged for the tuition differential. Usually the same as stipend chart field string – Departmental – Use Project/Grant to be charged for the tuition differential

13. Source of Tuition Differential Institutional – Usually used for GTR, GTA, GLA, GGA, GAA in academic departments Sponsored Programs – Used for GRA paid from fund 20 All sponsored program proposals submitted for funding as of July 1, 2005, or after should include the Tuition Differential cost beginning with the Fall 2005 semester and thereafter for the life of the project. For preparation of proposal budget purposes, the Principal Investigator should use the current Tuition Differential rate plus a 5% increase each year, with the understanding that the rate is subject to change based upon action taken by the Board of Trustees. Departmental Funds – Used for Graduate Assistants that do not qualify for an Institutional Tuition Differential and are not paid from a fund 20 with appropriate SPNGAD budget Always refer to October 2007 Graduate Tuition Policy memo

14. GS2000 – Tuition Remission Form

15. Changes to GS61 Report Color Green on Hours means that the hours are less than PeopleSoft Red on Primary Type means the Type is different in PeopleSoft Red in Hours means that total is more the PeopleSoft or over 28 hours Red in GAD means the GAD is the wrong amount for the Program code listed for the student

16. Students on Assistantship - Enrollment Fall & Spring Terms Graduate Assistants should be enrolled in a minimum of 9 hours Summer Terms Half-term assistantships enroll in 3 hrs, full term in 6 Graduate Assistants enrolled in research hours should be enrolled in the summer school session that matches his or her assistantship term 1 st half assistantship = Summer I enrollment Full term assistantship = Long Summer enrollment 2 nd half assistantship = Summer II enrollment

17. CES Extra Steps For students that are paid on Sponsored Research Accounts, but their tuition differential is on institutional funds Need approval from Associate Dean of Research and Graduate Studies Send approval email to Jessica In institutional tuition chart string, change the program code to “203”

18. GS61 Questions?