Implementation Minutes
Financial Aid Team
Processing Loans
Date:_03-30-2009__
Meeting Information
Facilitator
Anna Swanson
Note Taker
Chris Crandon
Attendees
Carol Claiborne, Chris Crandon, Robin Lee, Angie Melton, Donna Levine, Carol
Dally, Tabitha Huskey, Debbie Kightlinger
<Topic Title>
Relevant
Training/Discussion
Highlights:
Create a new packaging group for Native Americans. We don’t want them to
get loans and work study packaged automatically.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
Use the prototype document and look at RORRULE for examples of
rules from our other packaging groups.
<Topic Title>
Relevant
Training/Discussion
Highlights:
If a student wants additional loan funds other than what they accepted on SSB
they will have to come into the office.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
Need to create a loan change form.
SunGard Higher Education – Confidential & Proprietary
282221377
Page 1 of 3
5/29/2016
Implementation Minutes
<Topic Title>
Relevant
Training/Discussion
Highlights:
We need to send ELM some test files using the PG option in value 3 on the
parameter set in RPRELAP. Accept the loans and then extract them and send
them to ELM.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
<Topic Title>
Relevant
Training/Discussion
Highlights:
Tabitha will check with OGSLP to see if they can guarantee our loans in a “Print
and Guarantee” status.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
We DON’T want OGSLP (or any guarantor) to guarantee a loan
until they have entrance counseling and an MPN on file for a
student.
<Topic Title>
Relevant
Training/Discussion
Highlights:
Don’t change file version numbers in the middle of the year. Finish out the year
in either 4 or 5 and then switch.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
SunGard Higher Education – Confidential & Proprietary
282221377
Deadline
Page 2 of 3
5/29/2016
Implementation Minutes
<Topic Title>
Relevant
Training/Discussion
Highlights:
Be sure to review output after running the loan extract process.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
SunGard Higher Education – Confidential & Proprietary
282221377
Deadline
Page 3 of 3
5/29/2016