Implementation Minutes
Financial AidTeam
[MP1]Onsite Training with Anna
Date:_03-11-2009 thru 3-13-2009__
Meeting Information
Facilitator / Anna SwansonNote Taker / Chris Crandon
Attendees / Carol Claiborne, Chris Crandon, Robin Lee, Angie Melton, Donna Levine, Angela Ezell, Tabitha Huskey, Debbie Kightlinger
<Topic Title>
Relevant Training/Discussion Highlights: / Chris needs to document the process for loading FA applications.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / If you get a “Can’t open file” note when running RCBTPxx then something is wrong with access to the folder where the ISIRs are loaded.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / DeadlineCheck permission when we go live with the data load folder. Must have read, write, and modify access granted.
<Topic Title>
Relevant Training/Discussion Highlights: / Will have to meet with Linda and decide how we will handle wrong dates of birth. Will FA be allowed to update the date of birth, social security number, name, or address?GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / DeadlineMust meet with Linda.
<Topic Title>
Relevant Training/Discussion Highlights: / Update Worksheet A, B, & C requirement to be some other form for students selected for verification. RTVTREQ, create new requirement here. RRAAREQ to associate the requirement with the group.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / Find out how Admissions is handling students when they don’t attend for one or two or three semesters. Will they be inactivated or what?GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / DeadlineNeed to find out what Admissions plans to do.
<Topic Title>
Relevant Training/Discussion Highlights: / Do we need tracking codes of VET09, VET10, VET11? Can we just use a DD214 requirement code?GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / Which email will we be using to correspond to student’s regarding their financial aid? And all Cameron information for that matter. If a student is not admitted, they do not have a Cameron email address, so if we choose to use the Cameron email then what happens to those students who file a FAFSA and send it to Cameron but they don’t have a Cameron email yet?GAPs Identified:
Decisions Made: / Team Leads Meeting
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / How many emails can be sent out at one time? Mass emails.GAPs Identified:
Decisions Made: / Team Leads Meeting
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / Create another email address for a return email when we send out tracking emails and award emails. Instead of having them all come back to Chris.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / Robin will need an extra computer to run emails/letters when we get to Banner.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns: / Best practice as identified by Anna. Get with Debbie Goode and see if we can get an auxiliary computer for Robin.
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / When a student turns verification documents in, how will we handle those?GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns: / Cheryl-Ann will continue to date-stamp documents and then put them in the appropriate counselor’s inbox.
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / We may want to create a tracking group for those dependent students who answer that they are not going to provide parental information.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / We will remove all Commuter budgets on the Budget form.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / In CRP, we need to fine tune our award letters so that they pick up OHLAP and waivers. They need to be pulled in from AR so that they show on the award letter.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / Deadline<Topic Title>
Relevant Training/Discussion Highlights: / We are waiting on Sungard to develop a fix for the question on the FAFSA that allows a student to submit the FAFSA and answer that they will not be providing parental information.GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:
Action Items / Assignments
Description / Owner / DeadlineSunGard Higher Education – Confidential & Proprietary
FA Note Taking Template.doc / Page 1 of 6
10/1/2018
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