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Washington State

Financial Aid Programs

State Need Grant

College Bound Scholarship

Passport to College Scholarship

Training for

New Financial Aid Administrators

March 2017 – Day 2

Today’s Presenters

Steve Thorndill, Associate Director - Training, Compliance, Unit Record [email protected] 360-753-7851

Carissa Glassburn, Assistant Director - SNG/CBS Reporting, Policy, [email protected] 360-753-7841

Victor Fernandez, Fiscal Analyst - Payments, Reporting, [email protected] 360-753-7623

Wsac.wa.gov

mailto:[email protected]



http://www.wsac.wa.gov/

Agenda

Day 2

• The Cruncher

• Passport to College Scholarship Program

• Packaging State Aid Programs

• Portal Management and Tools

• Reporting Requirements

• Requesting Funds

• State Aid Repayments

• Additional Resources

Washington Student Achievement Council 3

Introducing …“The Cruncher”


CBS Cruncher: Interpreting the Results

• Award students based on OK to Award status of YES.

• Disburse funds only to those with OK to Pay status of YES.

• Sort by column heading for easy identification and sorting.

• Does NOT determine income, residency, SAP, or other eligibility criteria.


The CBS Cruncher

Q: What is the CBS Cruncher?

A: The CBS Cruncher is a tool located in the WSAC Portal. It provides colleges with a list of CBS students eligible for awarding consideration, and information about students who submitted a CBS application but are not eligible.

Q: How is the CBS Cruncher populated?

A: New FAFSAs/WASFAs are matched with valid CBS applications daily. Matched records will appear in the CBS Cruncher.

▪ Students receive a match confirmation email from WSAC.

▪ College outreach personnel may want information regarding CBS students identified.

▪ Some colleges have “crunched” to communicate with students regarding timing of awarding.


Crunch, Crunch, Crunch!

Q: How often should I Crunch?

A: Colleges should crunch regularly to identify new matches, and to determine if any changes have occurred that would impact eligibility or payment.

• Cruncher records will continually update as additional high school graduation and GPA data is received from three sources:

▪ OSPI data via WSAC data matches

▪ Transcripts provided by students to WSAC

▪ College updates Cruncher records for students

• Transcripts received by aid administrator for students who are homeschooled or from a private high school, or those not included in OSPI data matches.

Q: When can I start crunching to identify potentially eligible students?

A: Colleges can begin crunching and awarding CBS as of October prior to the new academic year, when new FAFSA/WASFA data is first received.


Additional Cruncher Information

Q: What eligibility criteria does the Cruncher check for?

A: The CBS Cruncher checks for:

• Complete and valid CBS application on file with WSAC

• High school graduation with a 2.0 GPA

• College enrollment within one year of high school graduation

• CBS five-year eligibility window

• Number of quarters/semesters used and number remaining

• If student is in repayment

Q: Is the CBS Cruncher the only place we need to check to determine

eligibility for CBS students?

A: No. The Cruncher does not determine income and MFI eligibility and some

other eligibility criteria! It is up to colleges to determine final eligibility.


CBS Cruncher: Interpreting the Results

• Award students based on OK to Award status of YES.

• Disburse funds only to those with OK to Pay status of YES.

• Sort by column heading for easy identification and sorting.

• Does NOT determine income, residency, SAP, or other eligibility criteria.


Selecting CBS Students to Award

Q: Which students should I award?

A: Identify those who are “OK to Award = Yes” AND meet other eligibility criteria.

• OK to Award = Yes includes valid CBS applicants who are likely to meet high school

requirements or have met them, and who meet timeframe requirements, etc.

• OSPI GPA data from junior year of high school determines initial eligibility status.

Those GPAs below 2.0 by junior year will not show as OK to Award.

▪ Colleges are not required to verify high school requirements or enrollment deadline unless the student inquires

▪ Colleges may update the Cruncher record for “HSRequirementsMet” and “EnrollmentDeadlineMet"

CBS award amounts should be included on all award letters for those with “OK to Award = Yes” statuses.

• Colleges should caveat their award letters that CBS awards are contingent on the

student meeting all eligibility requirements.


Reasons Why Students May Not Receive CBS

Q: What additional eligibility criteria do I have to check for outside of the

Cruncher before I award students?

A: A student record in the Cruncher might read: OK to Award = YES and OK to Pay = YES, but ultimately be ineligible to receive CBS:

• Family income may exceed 65% MFI

• Student’s total financial aid is greater than need

• Student does not meet residency or SAP

• “State Commitment” is met with other state aid

Note: A CBS student may not receive funding in one or more years, but may meet eligibility for CBS funding in other years.


When to Disburse CBS Funds

Q: How do I know when I can disburse funds to awarded students?

A: You can disburse funds only to students identified as “OK to Pay = Yes”AND that meet all other eligibility criteria.

• OSPI has provided to WSAC verification that the student graduated from a Washington high school with a GPA of 2.0 or higher.

• Colleges may wish to manually update the “HSRequirementsMet” to “Yes” if they have a transcript that verifies such. If so, transcript must be kept in the student’s financial aid file.

• Reasons why student is “OK to Pay = No”:

▪ Did not meet graduation requirements

▪ Graduation confirmation not yet received

▪ Student was homeschooled or graduated from a private high school and therefore not included in OSPI data

▪ Did not meet one-year enrollment deadline

▪ Is in repayment to another program

▪ Has used up their 12 quarters/10 semesters of CBS eligibility


Updating Cruncher Records

Q: Which CBS Cruncher fields can I update?

A: Aid Administrators can update fields tied to high school requirements and one-year enrollment in college deadline.

• Confirming 2.0 graduation requirement

▪ Collect transcript from student

▪ Coordinate with their admissions office on campus

• Documenting high school completion/graduation

▪ Might include students who were homeschooled

• Confirming enrollment in college somewhere within one year of high school graduation.

Note: If college confirms any items in the Cruncher, the college must keep such documentation in the student’s financial aid record.


CBS Eligibility: The Watch List

• Located on the Watch List tab in the CBS Cruncher.

• Add “crunched” SSNs to your Watch List to get notified of changes in eligibility for the students you’ve searched on.

• Decide the frequency for which you get notifications.


Passport to College Scholarship Program

15Washington Student Achievement Council

Passport to College Promise Scholarship Program

Program was created by the Legislature in 2007 to help students from foster care attend and succeed in college.

Students receive up to $4,500 per year, plus additional support services. Must enroll by age 22, and scholarship expires at age 27.

About 400 recipients in 2015-16 received $1.3 million in assistance. Additional resources: www.readysetgrad.org/fostercare.


Passport to College Scholarship

• Special eligibility requirements: State dependency in Washington for at least one year after age 16,

and in care at age 17.5 or emancipation.

Enrollment at eligible college in Washington on at least a half-time basis.

• 50 colleges have a Viable Plan for supporting Passport students.

Support services are funded through a state incentive grant.

• Contract with College Success Foundation for student outreach,

mentoring, and professional development for colleges and

community supporters.


Passport to College Scholarship Application

• Passport Consent form available at:http://readysetgrad.org/college/passport-foster-youth-promise-program

• Common application available at:www.independence.wa.gov

• Data from FAFSA goes into WSAC portal.Indicates foster care/independent filing status

Washington Student Achievement Council

http://readysetgrad.org/college/passport-foster-youth-promise-program

http://www.independence.wa.gov/

Foster Youth Preferences for CBS & SNG Funding

College Bound Scholarship

• Students auto-enrolled if they are a dependent of the state between 7th and

12th grade – or up to age 21 if they have not graduated from high school.

State Need Grant

• Former foster youth receive priority funding.


Passport to College Funding and Student Selections

Shared Program Responsibilities *Unique to Passport program

WSAC:• Students submit applications for Passport to College to WSAC.*

• WSAC notifies eligible students and the students notify their institutions of PTC eligibility*

• Provides funds to institutions for awards once required data has been received.

• Provides annual training through spring workshops and at summer and fall WFAA events.

• Reviews institutional data submitted to assure compliance with state rules and regulations.

Institutions: • Award eligible PTC students per program rules and regulations*

• Request funds from WSAC and disburse funds to students.

• Administer PTC Incentive Grant Program and work with CSF to provide additional support*

• Reports financial aid data on all needy students at end of each year through Unit Record Report.


Packaging State Aid Programs


“Packaging” These Three State Aid Programs

College needs to first determine if the student is eligible to receive the College Bound Scholarship (occurs each year in college).

• If Yes: The student must first be awarded a maximum State Need Grant. Then, if eligible for Passport to College, that award is added. Lastly, if there is remaining room in the “CBS Commitment,” CBS is awarded.

• If No, the college determines if the student is eligible to receive SNG:

If Yes:

▫ The college awards SNG if funds are available and meets the institution’s priority funding.

▫ If SNG funds are not available to award, college reports as “Unserved.”

If No:

▫ The college awards other aid for which the student is eligible to receive.


The Commitment to Eligible CBS Students

$10,499

$7,031

$4,300

$11,904

$4,467

$-

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

2016-17 Maximum State Award Amounts forCBS Students Attending Full-Time

Research

Comprehensive

CTC

Private 4-Year

Private 2-Year


*CBS award amounts vary by school and the amount of aid received from other state financial aid

programs (i.e. State Need Grant, Passport to College, Opportunity Scholarship, etc.).

2016-17 Maximum CBS Award Amounts


By sector, for 3 quarters/2 semesters, for students enrolled full-time for all terms

Examples of Meeting the CBS Commitment at CTCs in 2016-17


$3,541 $3,541 $3,541

$2,479 $2,302 $2,125 $1,771

$2,000

$4,500

$759

$1,821 $1,998 $2,175

$-

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

$8,000

$9,000

SNG (50% MFI)& Opp. Sch.

SNG (50% MFI)& Passport

SNG (50% MFI)& CBS

SNG (55% MFI)& CBS

SNG (60% MFI)& CBS

SNG (65% MFI)& CBS

SNG (70% MFI)No CBS

SNG OPP. SCH. Passport CBS

Note in two cases that no CBS funds

have been awarded when other state

funds equaled or exceeded the

$4,300 commitment.

$4,300Commitment

Examples of Meeting the CBS Commitment at UW in 2016-17

26

$9,348 $9,348 $9,348

$6,544 $6,076

$5,606 $4,674

$3,000

$4,500

$1,151

$3,955 $4,423

$4,890

$-

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

$16,000

SNG (50% MFI)& Opp. Sch.

SNG (50% MFI)& Passport

SNG (50% MFI)& CBS

SNG (55% MFI)& CBS

SNG (60% MFI)& CBS

SNG (65% MFI)& CBS

SNG (70% MFI)No CBS

SNG OPP. SCH. Passport CBS

Note in two cases that no CBS funds

have been awarded when other state

funds equaled or exceeded the

$10,499Commitment


Summer Awarding of CBS and SNG

• All eligible College Bound students enrolling in summer must receive full SNG and CBS eligibility.

• Students enrolling in summer terms who are not eligible for CBS are to be awarded summer SNG if required by your institution’s policy and if SNG funds are available.

▪ If SNG funds are not available for students, they should be reported as unserved SNG students.

• More detail on summer awarding will be presented at workshops presented by WSAC SFA staff later this spring.

• Be sure also to review the program manual, which includes detailed information on summer awarding.


Portal Management and Tools


Get Access to the WSAC Portal

https://fortress.wa.gov/wsac/portal/

SNG, CBS, and Passport are all administered through CSAW in the WSAC Portal.

If you need Portal access, your director can set up an account and will determine your program and access permissions.

• May include the following programs or applications:

▪ Secure messaging and forms▪ SNG▪ CBS▪ Passport to College▪ WASFA▪ Unit Record Reporting

• May include the following access functions:

▪ Can use CSAW▪ Have access to institution functions▪ Can make payment requests

If you need WSAC help, email [email protected]



Messages and Files: Files, Forms, and Memos

• This page is full of resources for you!

• Located in Portal: Home>Common>Messages and Files>Files, Forms and Memos


College Bound/SNG and Passport, too! Award Warehouse! (CSAW)

Use CSAW to:

• Manage and request program funds

• Submit interim reports

• Access student award details

Additional features include:

• Account status page

• Pre-submission interim report data analysis such as commitments/expenditures/served and unserved

• Descriptive data on student records such as maximum award amounts/QER usage detail


Account Status Page

• Transactions listed in date order

• Sort by date processed

• Download into .csv


Pre-Submission Interim Report Data Analysis

• WSAC now provides data analysis tools that colleges can use before submitting the interim report.

• Choose a category.

▪ See three year history, by reporting period.


Student Detail Information

Info buttons throughout CSAW screens provide more detailed student information. Two examples from the student detail screen:

- QER Usage Detail - Max Award Calculation Explanation


Descriptive Student Detail Information

Other examples, this time from the edits screen: Hover over the “info” button to see how the Max Award Is being calculated for each student.


Disbursement Procedures

• You must confirm the student’s enrollment and eligibility at the time of disbursement.

• The award must be adjusted or canceled if:▪ The student withdraws from the program▪ Reduces the enrollment rate

• Adjusting/lowering student awards frees up funds to award to other students.


Requesting Funds


SNG and CBS Disbursement Procedures

• Payment requests submitted via CSAW in the Portal.

• Payment requests for the new academic year cannot be fulfilled until every SNG-participating campus is reconciled for the previous year, usually in mid-to-late August.

• Payments are processed at WSAC within 24 hours of receipt, with an expected six-business-days turnaround from submission to receipt of the payment on your campus.

• You must confirm the student’s enrollment and eligibility at the time of disbursement.

• The award must be adjusted or canceled if:▪ The student withdraws from the program▪ Reduces the enrollment rate


Two Methods of Requesting Funds

Currently, colleges use one of two methods to request funds and manage student data

• Real-Time Reporting

• Non-Real-Time Reporting/Cash Request

• The 2016-17 year is the last year this method will be used. All colleges are required to use real-time reporting method for the 2017-18 year.

• Depending on individual college processes, either the financial aid office or the business office will execute the process to request funds from WSAC.

• Differences between Cash Request and Real-Time Reporting methods:

SNG and CBS Cash Request Process for Non Real-Time Public Institutions


For SNG/CBS requests, click on the “$Cash Request” button.

SNG and CBS Cash Request Process for Non Real-Time Public Institutions

• You will be asked to enter: ▪ Your institution expenditures to date, ▪ The amount requested for each subprogram, and ▪ The date of expenditures in this format (mm/dd/yyyy).

• The fields must be completed before moving forward. If they are not completed, you will receive a red error message. If you are not requesting cash please enter a zero.

• Once you have entered all of the information you will click the “Submit” button.

• Once the cash request has been submitted you will receive the following notice: “The cash request has been successfully submitted.”


SNG and CBS Cash Request Process for Real-Time Institutions

1. Generate a file

2. Log on to the WSAC Portal

3. Upload your file into CSAW

4. Address edits

5. Review students and request funds


CSAW Step 1: Generate a File

Generate and save a data file that includes all of your eligible students from your internal financial aid processing system. Save it to your computer.

• The file format is the same format as the interim report file layout.

• The file format can be found in the most recent SNG/CBS program manual on the WSAC website: http://wsac.wa.gov/FAA-resources.


http://wsac.wa.gov/FAA-resources

CSAW Step 2: Logon to WSAC Portal

• Access the WSAC Portal at https://fortress.wa.gov/wsac/portal/

• Your user name is your email address. If you do not know your password, click the “forgot it” link for help.


https://fortress.wa.gov/wsac/portal/

CSAW Step 3: Upload Your File

• Once logged into the Portal, click on:

• CSAW Upload



• Click the “Choose File” button to locate your saved file. Your file will begin loading as soon as you select it.



• As the file uploads, a status bar will appear in place of the Choose File button to display the upload progress.

• Your file should include ALL of your paid AND anticipated awards for the entire year. It should also include all of your unserved awards.

• A new file upload will always replace and update your current data.

• Awards that were marked as paid on the previous file that are not listed on your new file will be treated as a cancelled award.

• There are no partial file uploads. Your file will always include all awards for all terms.



• After the upload is complete, view the file summary award overview by term. To view a summary of changes from previously existing data in CSAW, click the blue “+ show changes” button.

• File Summary Example:



• If the information looks correct, click “save upload.” A progress bar will appear once you click on save.

• When the save is complete, click on the “Address Edits” button and the edits begin to load.


CSAW Step 4: Address Edits

• After loading has completed, you are presented with a list of edits organized into the four sub-groups:

SNG edits

CBS edits

PTC edits

General Edits

• Specific edits listed within the subgroups will be one of three types:

Non-Overridable Edit: Data must be corrected and cannot be overridden.

Overridable Edit: Can be overridden without data correction.

Informational Edit: Important student notification.


SNG and CBS Cash Request Process for Real Time Institutions

• On the Request Funds screen, you will be presented with three options to select awards for reimbursement.

Choose all students by term/program

Upload a list of students from your existing CSAW population

Choose students individually


CSAW Step 5, Option A

Option A – Choose all students by term/program: This is a quick way to access the students that are ready to be reimbursed. You will be presented with a breakdown of awards by program and term after selecting this option.

• Click the check box next to the term and program you wish to submit. Once checked, the Selected Amount box on the top of your screen will update. This shows the dollar amount of what is to be submitted. Remaining SNG balance is also reflected.

• Verify student award amounts to be paid. Once verified, click on “I agree, Request Funds.”

• Awards with outstanding edits cannot be requested until edit is resolved.


CSAW Step 5, Option B

• Option B – Upload a list of students from your existing CSAW population: Use this option for submitting a list of all the students in CSAW that you would like reimbursement for via a file upload. The format is .csv or .txt with SSNs/SIDs separated by commas, tabs or new lines.

NOTE: This is different from the file you uploaded in the Upload section. You must upload students into CSAW before using this method of submitting for reimbursement.


CSAW Step 5, Option B

• Browse to your saved file, click on Preview and Submit. Or, paste a list of SSNs into the text box. Click Search.

• This presents you with the detail list of students and their award amounts to be reimbursed. It defaults to every student checked, meaning these are the ones to be submitted for reimbursement. If you wish to not select all, click in the check box to unselect an award.

• Last step before submitting is the disclaimer box. Click “I Agree, Request Funds” to submit your request. NOTE: Public colleges are not required to pay students with institutional funds prior to requesting funds from WSAC.


CSAW Step 5, Option C

• Option C – Choose student individually: This option gives you the opportunity to manually look for student awards. You can either use the Search box and search for an individual or click on the SSNs/SIDs tab to search for multiple awards.

▪ After selecting the award(s), click on Preview and Submit. This presents you with the detail list of students and their award amounts to be reimbursed. It defaults to every student checked, meaning these are the ones to be submitted for reimbursement. If you wish to not select all, click in the check box to unselect an award.

▪ Last step before submitting is to read the disclaimer box and check by approving. You may now click on “Submit for Reimbursement.”


Passport to College Scholarship Payments

Reminder: Passport funds are not tied to SNG or CBS funds.

Request Passport funds separately using CSAW.


Requesting Passport to College Scholarship Payments


Under Passport, click on “Choose all students by term/program.”

Requesting Passport to College Scholarship Payments

• Select the term to be paid under the PTC column

• Verify student award amounts to be paid. Once verified, click on “I agree, Request Funds.”


Reporting Requirements


Reporting Requirements: Interim Reports

• Four quarterly reports submitted via CSAW throughout each award year: Fall in Nov., Winter in Feb., Spring in May, and Summer (or Final) in July.

• Data used to manage SNG and CBS funding, redistribute funds, set grant amounts and income cut-offs, and provide basis for reserve distribution.

• Includes data for both served SNG and CBS students and unserved SNG students.

• Performs eligibility checks on student data.

• Upload an updated file from your system within the reporting window.

• Final interim report in July serves as a reconciliation report. Any funds left over after all adjustments have been made must be returned to WSAC via check.


Reporting Requirements: Unserved SNG

It is extremely important to accurately and fully report unserved SNG students.

• Unserved students are those fully eligible to receive SNG, up to the 70% MFI level and enrolled, but cannot be awarded due to lack of funding.

• Summer enrollees should be included as unserved even if it is institution policy not to award other aid for summer.

• Unserved students should be reported at their attempted, not completed, enrollment level.

• Enrolled SNG-eligible students that are anticipated to be unserved for future terms should be reported as unserved on the interim reports. These need to be updated, however, if a student’s actual enrollment changes.

• Unserved student data contributes towards the amount of SNG reserves your campus will receive.


Uploading Student Information into CSAW

• Report served SNG and CBS students and unserved SNG students.

▪ Be sure to update enrollment statuses of all reported students throughout the year.

▪ Will be reporting data for five terms:▫ Summer 1▫ Fall ▫ Winter (semester schools may leave blank)▫ Spring ▫ Summer 2

• Each upload must be a full file and will replace earlier versions.

• Address edits during each submission.

• File layout requirements located in Chapter 4 of program manual.


Tips and Tricks

• Make your CSAW user experience more accurate and efficient!

• Use canned overrides.

• Eliminate ineligible unserved students before uploading your file.

• Review available reports before submitting data.


Canned Override Reasons

Canned override reasons are common valid responses to a particular edit. Select a canned override reason whenever possible.

Benefits of using canned override reasons:

• Efficiency: Hand-typed reasons will be automatically cleared after each interim report, requiring you to address the edit again on the next report.

• Consistency: Using the same override language for each edit provides consistent override data across all colleges.

• Accuracy: If you do not see the reason you want to use on the list, it could be your reason isn’t valid. Check with SNG staff if you have a question.


Canned Override Reasons

Common Override Mistakes:

65

Edit Name Actual ScenarioIncorrect Override

ReasonCorrect Override Reason

Student is OK to Pay but not awarded CBS

Student does not have DACA status

Will award at a later date UPDATED! WASFA/FAFSA applicant without DACA status

Student is OK to Pay but not awarded CBS

Unserved record exists for an ineligible student/term

• Incomplete File• Graduated last term• Did not enroll

NONE! Remove the unserved record for the term in question. These are not eligible

Combined enrollment status cannot exceed full-time forsingle term

Reporting unserved record for student that did not enroll

Student did not enroll NONE! Remove the unserved records for students/term not enrolled

SNG award exceeds maxeligible amount

Reporting full-time amount, but reporting lower enrollment status

Student was full-time NONE! Change status toreflect status at time of disbursement


Tips for Resolving Overrides

• Review all available canned reasons before selecting one to make sure the one you select best describes the reason the student is not awarded.

• Contact WSAC staff ([email protected]) if you think an override reason should become a canned response.

• If you can fix data to correct the edit, do that. Only override if you cannot fix the data to satisfy the edit. For example, change the enrollment status instead of a hand-typed override stating “Was enrolled full time.”

• WSAC includes a list of canned override reasons, by edit type, in the 2016-17 program manual.


Reporting Requirements: Unit Record Report

Participation in state aid programs requires that institutions submit a yearly Unit Record Report (URR) after each year has been completed.

• Contains information on all need-based aid recipients at your institution and all federal loan recipients, whether or not they are need-based recipients.

• Institutions must submit data by October of each year, e.g. for the 2016-17 year, institutions can submit their URR after August 15, 2017, with a final submission date of October 20, 2017.

• Institutional URR administrators are able to obtain report information each year that compares their data with other institutions in the same sector, as well as to all institutions in the state.


State Aid Repayments



• If a state aid recipient leaves a term early, they are required to repay funds according to WSAC’s universal repayment policy.

• Full policy available in program manual.

• Private campuses responsible for repaying WSAC for repayments.▪ Repay WSAC and then collect/recoup the funds from the student.

• Campus is responsible for overpayments resulting from calculation error.

• Repayments for deceased students are forgiven.



As soon as a repayment calculation is performed for a student, one of two types of repayments needs to be entered into the Portal:

• In Repayment: Choose this option to refer a repayment account to WSAC for collection. By choosing this option, you agree not to accept payment from the student, and any funds collected by WSAC during the current year will be added to any supplemental program funds and redistributed to colleges.

• Institution to Bill Account (ITB): Choose this option for accounts that your college is actively collecting on. The Institution to Bill account will flag the student on the Archive and CBS Cruncher, but WSAC will not bill the student.


Institution to Bill Repayment Accounts (ITB)

• Temporary repayment records for students who owe repayment

▪ Publics only.

▪ Flags ineligible students on the SNG Archive and CBS Cruncher.

▫ Prevents ineligible students from receiving aid at another college while they still owe state aid funds.

▪ Only for accounts that the college retains and performs active collection efforts.

• From Chapter 5 of SNG/CBS Program Manual:

“The institution must create Institution to Bill records for accounts that the institution chooses to actively collect on during the academic year. Institution to Bill records shall be entered into the Portal at the time a repayment obligation is determined.”


Institution to Bill Repayment Accounts (ITB)

For ITB students who make payments to the college:

• Reduce the award reported to WSAC by the amount of payments received.

▪ Award collected funds to other eligible students.

▪ Do not accept payments from students past June 30 of the current academic year.

▪ Refer account balances to WSAC for billing no later than August 31 after the close of the academic year.

• If paid in full during the academic year, remove the ITB record from the Portal immediately.

▪ If the ITB record isn’t removed, the student will continue to appear ineligible in the Archive and the CBS Cruncher.


Timely Referral of State Aid Repayments

Use the Submit Transmittal feature in the Portal to enter repayments as soon as possible after the repayment is incurred.

• Flags the student as ineligible on the SNG Archive and CBS Cruncher.

• Allows WSAC best chance at recovering state funds.


Managing Receivables Records

Manage both types of repayment accounts in Receivables area in CSAW.


Expanded Options for Managing Receivables Records

Manage “Institution to Bill” accounts through interim report.


Canceling a Receivable


You can delete or modify a receivable via CSAW.

Additional Resources


For Financial Aid Administrators


PROGRAM MANUALS are

available here. Important to

read and review regularly!

For Students: ReadySetGrad website


www.readysetgrad.org/#college/financial-aid-101

http://www.readysetgrad.org/#college/financial-aid-101

Private or “Outside” Scholarships: theWashBoard.org


http://www.thewashboard.org/

http://www.thewashboard.org/

To Learn More about State Financial Aid Programs


Questions or Need Help?

1. Refer to the Program Manuals

2. Visit our website at www.wsac.wa.gov

3. Contact Program Staff:


Becky Thompson, Director of Student Financial [email protected] 360-753-7840

Steve Thorndill, Associate Director - Training, Compliance, Unit Record [email protected] 360-753-7851

Carissa Glassburn, Assistant Director - SNG/CBS Reporting, Policy, [email protected] 360-753-7841

Victor Fernandez, Fiscal Analyst - Payments, Reporting, [email protected] 360-753-7623

Kelly Olson, Program Coordinator - SNG, CBS, WASFA [email protected] 360-753-7637

Dawn Cypriano-McAferty, Program Manager - Passport to [email protected] 360-753-7846

http://www.wsac.wa.gov/







Documents

Washington State Financial Aid Programs - Home | WSAC · Washington State Financial Aid Programs State Need Grant College Bound Scholarship ... transcript that verifies such. If so,