WSU Assistantship & Fellowship Training Rita Whitcomb: Area Finance Officer, 5-5165 Kristina Elkins: Fiscal Specialist,

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Presentation transcript:

WSU Assistantship & Fellowship Training Rita Whitcomb: Area Finance Officer, Kristina Elkins: Fiscal Specialist, July 2015

Objectives Assistantships: Eligibility Requirements Waivers Tuition and Fees PERMS Payroll Deduction Sponsored Students/Fellowships: Eligibility Requirements Graduate Sponsored Student Support Memo China Scholars ZZUSIS Deadlines

Assistantship Eligibility Requirements Academic Year Processing Memo GS website  Faculty & Staff  Finances Graduate Student Status Admitted to Pullman or branch campus RCR training / ITA exam Full Time Enrollment (10-18cr) for the entire semester 3.0 Cumulative GPA Must Reside in the state of WA- verified by looking at the mailing address in ZZUSIS Assistantship dates 8/16-12/31 or 8/16-5/15 or 1/1-5/15

Waivers Waivers are based on position funding  EAA or PA submitted after PERMS is approved may affect waiver. Please contact the GS before submitted your forms  If DEPPS does not contain updated funding information please include the account information in PERMS conditions Appointment must be for the entire semester FTE at least 25% to 50% Student must be enrolled fulltime for the entire semester  Check student enrollment before submitting PERMS action or support memo

Waiver Types Operating Fee Waiver (OFW)  Position must be funded on: State or F&A funded (001-01, ,148-05)  Estimated at $5,445/semester All But Dissertation Waiver (ABD)  Student must meet all assistantship eligibility requirements –must enroll full time for the entire semester  Must be funded on competitive extramural grants  ABD application needs to be submitted prior to 8/16 or 1/1

Waiver Types continued Non-Resident Waiver (NR)  Guarantee for 1 year for domestic students  International students get the NR waiver as long as they have an assistantship  Domestic student must submit a WA residency application Takes 1 year Please inform your students of residency requirements Qualified Tuition Reduction (QTR)  Position funded by anything other than state or F&A funds  QTR is a fringe benefit of employment  TNA & BNA grants: use job class 9904 or enter QTR Ovr Acct in waiver section of PERMS

Tuition & Fees (estimated) Tuition is due the 1 st day of classes Late fees begin on 9/8/15 – 3%

PERMS Citizenship/Immigration status & I9 Current HEPPS PENDING Job class Dates Appt type Appt term Waiver info.

Payroll Deduction 50% graduate assistantship – academic semester only Enrolled in at least 10 credits Deduct tuition and fees only – 8 pay periods, fee of $8/semester Payroll Deduction request in ZZUSIS Students with academic year appointment may authorize deduction for fall/spring with one request Direct Deposit Encourage your students to sign up Fast, easy, secure Process: Complete Authorization card and submit to Payroll Services with a VOIDED check – French Admin 236

Sponsored/Fellowship Students who receive support from department, grants/fellowships, home country – typically not on assistantship  If the student does hold an assistantship – mandatory fees and partial tuition can be guaranteed May have some GS commitment associated with their funding – please reference the commitment number in the comments of the sponsored student support memo Ph.D Fellowship Tuition Support Program  Supplement the fellowship COE allowance

Sponsored Students Know your students –GS agreements  Waivers  Fully funded positions China Sponsored Students – CSC  Receive in and out of state waivers  Department must provide $4000/yr of support Assistantship Time-Slip appointment Scholarship (requires no work from student) Pay mandatory tuition and insurance (requires no work from student) Fulbright – In/out of state waivers CONACYT- sponsored by home country, COE may differ from student to student JCATI agreement – in state waivers

Graduate Sponsored Student Support Memo

Departmental Requirements Offer Letters ABD applications – due prior to 8/16 and 1/1 Verify waivers & position funding are correct  PERMS – look at the official PERMS form ed to the originator  Payroll reconciling Student Evaluation & Certification of Effort Exception to Policy:  Begin date not 8/16 or 1/1  Additional work beyond the assistantship  GPA less than 3.0  Waiver changes after 9/15/15

ZZUSIS Request access:  View Customer Accounts or  Campus Community or  CS Reporting  Query Viewer  GS_PERMS_WVRS_W_RESEDENCY: All graduate students that are enrolled for a specific term  GS_PERMS_WVRS_W_RESIDENCY_ID: Brings back a single graduate student  GS_PERMS_WVRS_W_RESIDENCY_ID_M: Brings back multiple graduate students

Deadlines 7/20/15: GS will begin review and approval of PERMS and Sponsored Graduate Student Support memos  STUDENTS MUST BE ENROLLED CREDITS 8/04/15: ZZUSIS will calculate tuition 8/18/15: PERMS rolls into DEPPS 8/19/15: GS will work with SA to begin waiver posting 8/19/15: FinAid will begin disbursement 8/24/15: 1 st day of classes 9/08/15: 1 st Late Fee

Departments Should contact? The Graduate School  If waivers have not posted after the 3 rd week of class and ONLY after you have checked 1.PERMS 2.Students’ enrollment 3.Students’ account in ZZUSIS  If the incorrect waiver has posted – contact Rita Whitcomb, ASAP  If the position funding has changed contact Rita Whitcomb – GS Rick Grunewald – Payroll Services Questions regarding the status of your Sponsored Graduate Student Support Memo  You can view the location of our memo on mygradschoo.wsu.edu

QUESTIONS ?

If you attended this live training session and wish to have your attendance documented in your training history, please notify Human Resource Services within 24 hours of today's date: This has been a WSU Training Videoconference