1. Colleague® Updates: New Things & Things to Come

2. Colleague Self-Service

3. Colleague Transformation is Complete

4. Get Current on Colleague Self-Service
Over 400 of you are already running it in production! Latest Version (2.22) Released on September 13, 2018
Don’t be the last one!
Colleague Self-Service 2.22 Documentation
Release Summary Self-Service 2.22
2.23 is expected to be released in mid-December

5. Colleague Self-Service Offers LOTS of New Functionality

6. Stay Connected

7. UI 5.7 – What are you waiting for?
Over 300 clients are already running UI it in PRODUCTION
Don’t get left behind…UI 5.7 was released on September 13, 2018
UI 5.7 Installation and Administration Guide
UI 5.7 Getting Started Document
Create full and part time – details in “Using Need Analysis” beginning pg. 13
- Worksheet available on pg. 79

8. Let’s Chat Client Forums – eCommunities
Consider bookmarking:
Sign up for the Ellucian HUB at:
Documentation Libraries
User Guides are Available Here
Need Help?

9. Looking Back to 2018

10. What’s Been Going On?
2018/2019 COD Processing (3.7.18) 2018/2019 Federal Shopping Sheet 2019/2020 FAFSA Processing ( ) Additional Updates to Support Year- Round Pell (Jan. 2018)
2019/2020 ISIR and INAS/Profile ( ) 2018 FA Enhancements (ETA Mid-Dec 2018) Colleague Self-Service Financial Aid 2.19, 2.20, 2.21

11. Additional Updates to Support Year-Round Pell
The following Pell related change requests and issues are being addressed in this software update: CR Issue with S.FA.PELL.SUBR causing additional Pell amounts not to transmit CR Year-Round Pell calculating pennies Export COD XML records (CODE) generating a message that Student has exceeded their FT entitlement. Other change requests being addressed in this software update: CR Unable to maintain freeze budget flag on Student Budget Component (SBC) CR CODE not triggering changes for program length info in certain scenarios Updated the SBC form to prevent changing a Component ID overtop of an existing component. Updated the logic for SBC when creating a new budget being that the Budget Components were not being distributed over the award periods correctly.
Released in January 2018

12. Colleague Self-Service Financial Aid 2.19
Students are able to view their anticipated disbursements and transmitted amounts for their TIV awards from Colleague Self-Service Financial Aid using Colleague Self-Service Finance.
A new parameter was added to display anticipated disbursement dates for student’s TIV awards
Released in March 2018

14. 2018-2019 COD Processing Update
The following regulatory updates were made:
CODE and DOEI processes were updated to allow clients to send\receive data with COD as well as support new message classes for new processing year.
Edit codes were added and updated for the 2018/2019 processing year within the COD.REASONS file.
Updated Additional Pell logic for awarding, disbursing and reporting data to COD for students that attended other institutions during the same award year
Added and updated PEU and LEU fields on PLCD form
Addressed several enhancements and high weighted requests
Released in March 2018

15. 2019-2020 FAFSA Processing Update
The following regulatory updates were made:
Created the 2019/2020 FAFSA forms by cloning prior year
Delivered the 2019 initial Pell Entitlements records and year-based message class records.
The initial Pell Entitlement and new message class records are copies of last year’s records. The initial Pell Entitlement records allow clients to start the early awarding of Pell Grants. 
Delivered the 2019 TEACH category amounts records
Released in May 2018

16. Several Pell related updates
• CR When running FATR or AIDE with FATC turned on the output report was producing a warning around the S.FA.XMIT.ADJUST.AWARDED.AMTS subroutine, but with no specifics on what the issues were when attempting to transmit the Pell award.  • CR In certain cases students were being awarded a negative amount for additional Pell instead of being given a zero amount for an award period.  • CR When awarding students using PKCR for Pell some students were getting an error when the LEU for the student was over %. Increased the size of the fields and the display of the LEU data on the PLCD form.  • CR When a student was both Pell eligible and marked with a Deceased Veteran flag of Yes the system was not assuming a zero EFC for the Pell award for the student and assuming that the student should be awarded an Iraq Afghanistan award. Updated the logic to look to see if the student is Pell eligible and with a deceased Dec Vet flag of Yes to assume a zero EFC.  • Based on a specific setup, when awarding a new Pell award, the system was creating the correct TA records and disbursement records. However, the Annual amount was set to zero. Changing the annual Pell amount to a high value would recalculate Pell and correct the amount.
Released in June 2018

17. Colleague Self-Service Financial Aid 2.21
Added description text option for Pell Eligibility Used
Added new parameters that allow users to identify awards, action statuses or categories that will not be evaluated for FA Checklist completion determination
Added option on the terms to display when student is Requesting a Loan
Released September 13, 2018

18. 2019-2020 ISIR and INAS/PROFILE Processing Update
The following regulatory updates were made:
Updated and deliver all FAFSA and PROFILE forms and regulatory updates for the new year.
Updated the DOEI process to import PROFILE data.
Updated the ISIR School Code Addition (ISCA) process for the new processing year.
Updated the Estimated Family Contribution (EFC) and Supplemental calculations to reflect the new processing year.
Created new ISIR comment codes for processing year.
Updated the Correction Application Export (CAPX) and Initial Application Export (IAPX) processes to send initial and correction data to CPS.
Updated the printed ISIR for
Released on Oct. 10, 2018

19. Coming Soon!!

20. Anticipated Releases for Q4 – 2018 and Q1 - 2019
# Financial Enhancements
# Budgets by Award Period
# Self-Service 2.22
# Self-Service 2.23
Scheduled to be released in Mid-December

21. Released Scheduled to Include
Functionality will be added that allows clients to set/assign budgets at the award period level for students.
Clients have requested a fourth year be added to MYSA – Multi-Year Student Awards
AWDR-Awards Register will have the ability to ‘generate spreadsheet’ added
EUVR will identify the difference between PEU and LEU used during awarding and current values. This will be a variance report.
New Fields will be added to NTIV
Academic Program
Catalog Year
Division
Scheduled to be released in Mid-December

23. Karen Britt Statler Senior Consultant, Financial Aid
Business Mobile

24. NCASFAA would like to thank our Professional Affiliates!
Fall Conference November 4 - 7, 2018