Implementation Minutes
Financial Aid Team
Onsite Training with Anna
Date:_03-11-2009 thru 3-13-2009__
Meeting Information
Facilitator
Anna Swanson
Note 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
Deadline
Check permission when we go live with the data load folder. Must
have read, write, and modify access granted.
SunGard Higher Education – Confidential & Proprietary
291191579
Page 1 of 6
5/29/2016
Implementation Minutes
<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
Deadline
Must 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
Deadline
Need to find out what Admissions plans to do.
SunGard Higher Education – Confidential & Proprietary
291191579
Page 2 of 6
5/29/2016
Implementation Minutes
<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
SunGard Higher Education – Confidential & Proprietary
291191579
Deadline
Page 3 of 6
5/29/2016
Implementation Minutes
<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
SunGard Higher Education – Confidential & Proprietary
291191579
Deadline
Page 4 of 6
5/29/2016
Implementation Minutes
<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
SunGard Higher Education – Confidential & Proprietary
291191579
Deadline
Page 5 of 6
5/29/2016
Implementation Minutes
<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
SunGard Higher Education – Confidential & Proprietary
291191579
Deadline
Page 6 of 6
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