Setting Up Repackaging

This chapter provides an overview of repackaging rules and discusses how to:

• Set up a repackaging plan.

• Set up repackaging processing.

Understanding Repackaging Strategy and Rules

This section discusses:

• Repackaging strategy.

• Repackaging students with multiple careers.

• Increase rule.

• Decrease rule.

• Original package rule.

• Validate entire package rule.

• Validate item type rule.

Prerequisites

Before using Repackaging plans, you need to:

• Create related item type groups.

• Create a flat file to define the repackaging selection population using any flat file editor.

• Create a query to define the repackaging selection population using PS Query.

• Create an equation to define the repackaging selection population as Batch Repackaging Selection (A_SELECT) using the Equation Engine.

• Create an equation to define the repackaging plan assignment population as Fin Aid Packaging Select Eqtns (financial aid packaging select equations) (A_SELECT) using the Equation Engine.

• Review the Don't Repackage attribute on Financial Aid Item Types to determine which awards should be excluded from Repackaging. Set the attribute accordingly. This is a new attribute on FA Item Type Set Up.

• Review the default disbursement plan and split code at the financial aid item type level. Repackaging uses this when inserting new or validating existing awards.

Note. Unlike Packaging, locked awards are always preserved and unchanged for Repackaging. Even if the student is overawarded, the Repackaging process retains a locked award in its entirety.

Repackaging Strategy

Repackaging, or reevaluating awards, maintains a package that adheres to the packaging philosophy of your institution. The objective of the repackaging strategy is to resolve unmet need or need overaward. When additional awards are posted for a student after an original set of awards is established, or when additional funding becomes available, PeopleSoft Repackaging can automate the re-awarding process.

Factors that may necessitate Repackaging include, but are not limited to, the following:

• Reevaluation of Pell Grant eligibility.

• Update of state awards.

• Receipt of outside scholarships.

• Posting of departmental awards.

• Notification from the Bursar Office.

• Loan Certification Requests.

• Funding increases.

• Attrition.

You can define repackaging rules based on the population being reevaluated. To structure repackaging rules to protect certain awards, use the Don’t Repackage attribute on the financial aid item type.

The basic repackaging rules and uses are:

As with Packaging plans, Repackaging plans can include a single rule or a combination of rules. The options and available parameters vary by rule.

Repackaging Students with Multiple Careers

The Mass Packaging and Repackaging processes handle students with multiple careers similarly. For multiple repackaging plans for careers, the order in which these repackaging plans are invoked determines the award outcomes. As part of both repackaging setup and repackaging processing, you must specify which career or the order of careers to reevaluate.

On the Repackaging Plan setup component, assign the processing order sequentially by career. Then, on the run control options for the repackaging process, specify the careers that should be repackaged. For example, Career1 RPKG1, Career1 RPKG2, Career2 RPKG1, Career2 RPKG2 might be the order. The system repackages the student for each career based on the processing order associated with the repackaging plan.

Note. If no awards exist on the student’s package for a particular career, the student will not be repackaged for that career, and the user will receive the following message:

9590 - Student has no awards for the specified Academic Career.

For Auto Repackaging, select the career against which the student will be repackaged and then click the Repackage button. If you specify a Repackaging Plan before clicking the Repackage button, the system ensures that the selected plan matches the selected career before repackaging the student. If you do not specify a Repackaging Plan before clicking the Repackage button, the system evaluates the selection criteria and the processing order of the repackaging plan table, and then it processes the student for the first matching repackaging plan for that career. If it does not find an eligible repackaging plan, the student is not repackaged.

Increase Rule

If a student has any remaining unmet need, use this rule to attempt to increase the student's existing package with a specific item type or related item type group. You must designate a default Disbursement Plan and Split Code at the FA item type level to repackage the student with this item type.

If the item type being evaluated already exists in the student's original package and the student demonstrates additional eligibility for the item type during repackaging, then a second instance of that item type will be awarded. Eligibility includes checking aggregate limits, need determination, and federal eligibility requirements. Posting will combine the two instances into a single instance. Posting will also assign attributes from the first (original) instance, such as sequence number, Award Status, and lock attributes, to the adjusted award. The Disbursement Plan must match for both instances or posting of the second instance will fail. If the Disbursement Plans match, but the Split Code differs between the two, a Custom Split (XX) is posted.

If the item type being evaluated does not already exist in the student's original package and the student demonstrates eligibility for the item type during repackaging, the award is handled as a new award.

If the student does not demonstrate eligibility for the award during repackaging, the award is returned as a 0 USD award with a message describing the failed eligibility.

You can use multiple Increase rules in a repackaging plan to increase the student’s package. You specify the sequence for these rules within the plan.

At the repackaging rule level, you can target your increase population by specifying a need threshold for the increase to occur. Need threshold can be based on Federal unmet need, Federal unmet COA, Institution unmet need, or Institution unmet COA. For example, if all students who have a sizable unmet need have an increase applied to them, the threshold can be a Federal unmet need amount greater than 1,000 USD.

Decrease Rule

Use this rule for overaward situations, either overages in need or Cost of Attendance (COA). You can reduce the student’s package based on one of these decrease methods:

• Bottom-Up Reduction. The repackaging process reduces the student's package by the overaward amount beginning with the highest sequenced award. It processes through to the lowest sequenced award until the student is no longer in an overaward condition. The system might cancel or reduce multiple awards to eliminate the overaward condition.

• Item Type. The repackaging process reduces the student's package based on the selected item type. If the item type is in the original package, the item type will be reduced or canceled based on the overaward amount. If the item type is not in the original package, no reduction will occur.

• Reduce Awards by type/source. The repackaging process reduces the student's package based on award type, award source, or both. For example, the type might be Loan and the Source might be Federal, Institution, State, or Private. The student package will be reduced starting with the lowest sequenced award matching the type and source combination through to the highest sequenced award until the student is no longer in an overaward condition. The system might cancel or reduce multiple awards to eliminate an overaward condition.

Note. An overaward condition can exist even after an item type is canceled.

At the repackaging rule level, you can target your decrease population by specifying a need threshold for the reduction to occur. Need threshold can be based on Federal overaward, Federal overaward COA, Institution overaward, or Institution overaward COA. For example, if all students who are in an overaward condition should have a decrease applied to them, the threshold can be a Federal overaward amount greater than zero.

You can choose to reduce or cancel awards below their disbursed amounts by overriding the Disbursement Protection attribute established on the FA Item Type 2 page.

Original Package Plan Rule

Use this rule to repackage the student but maintain the award rules and percentage of awards of the original packaging plan used to package the student. The system reevaluates the student’s package using the same eligibility rules and limit controls (aggregate, package plan, item type) as used in the packaging plan.

Note. Do not combine other repackaging rules with this rule in a repackaging plan.

If the student was not previously packaged by the Auto Packaging feature or Mass Packaging feature and no Packaging Plan ID exists, an attempt to repackage with this rule will fail. This error message is sent: Bypassed during Repackaging Process - no assigned Packaging plan found.

You can choose to reduce or cancel awards below their disbursed amounts by overriding the Disbursement Protection attribute established on the FA Item Type 2 page.

For the Original Package Plan rule, the repackaging process:

• Cancels all awards except those loaded by the External Award process, locked awards, and item types defined with the Don’t Repackage attribute.

• Reduces all disbursement protection awards down to the disbursed amount or below if the Reduce/Cancel Disbursed Amount check box is selected.

• Repackages the student, reevaluating from lowest sequence number to highest sequence number.

For example, if a student was originally eligible for SEOG because she filed early and money was available but then during repackaging SEOG funds are no longer available or the student now fails to meet the eligibility criteria, the student will not be awarded the SEOG during repackaging unless it is a locked award or it is designated as Don't Repackage on Financial Aid Item Type setup.

Validate Entire Package Rule

Use this rule to validate all awards contained in the package. This rule is useful when you need to ensure continual eligibility and an award amount in the student's package. You can also use this rule when a student receives an external award and you need to confirm that the outside scholarship hasn't created an overaward condition.

If you use this rule, also using an Increase or Decrease rule with need thresholds handles the case where using this rule results in either an unmet need or an overaward condition.

In order to re-evaluate your students for continued Pell Grant eligibility due to enrollment changes, you must insert a Validate Item Type Rule for your Pell item type. In order to accomplish this, you must specify two repackaging rules:

• Validate item type = Pell item type

• Validate entire package

This rule processes awards from the lowest sequenced award to the highest sequenced award, and it does not reduce locked awards. It protects external awards and disbursement-protected awards from changes.

Optionally, select the Reduce/Cancel disbursed amount parameter if you want to reduce or cancel awards below their disbursed amounts. This attribute overrides the Disbursement Protection attribute established on the FA Item Type 2 page.

Validate Item Type Rule

Use this rule to validate any specific item type. To validate more than one item type, insert a rule for each item type in a repackaging plan. If you use this rule, you should also use an Increase or Decrease rule with need thresholds in case the use of this rule results in either an unmet need or an overaward condition.

Before using this rule, ensure that the selected financial aid item type has a default Disbursement Plan and Split Code value on the FA Item Type page or repackaging will fail. For example, when validating Pell Grants, you must have an associated default Disbursement Plan and Split Code value defined on the FA item type page setup.

In order to re-evaluate your students for continued Pell Grant eligibility due to enrollment changes, you must insert a Validate Item Type Rule for your Pell item type.

Setting Up a Repackaging Plan

This section discusses how to:

• Exclude an item type from repackaging.

• Define repackaging rules.

This section also provides examples of repackaging rules.

Pages Used to Set Up a Repackaging Plan

Excluding an Item Type from Repackaging

Access the FA Item Type 2 page.

Select the Don’t Repackage check box if this item type should be protected during repackaging. If this check box is selected, this award will not be modified during repackaging unless the repackaging rule explicitly includes this item type. Even if this attribute is checked, if this item type is specified on the repackaging plan setup, its presence negates the Don't Repackage behavior and exposes the award to repackaging.

Note. This attribute does not apply to packaging plans, only repackaging plans.

Defining Repackaging Rules

Access the Repackaging Plan page.

Repackaging Target

Most of the target fields are similar to the fields used to create Packaging plans.

Repackaging Rule

Examples of Repackaging Rules

This section shows examples of how these rules are used in a plan to resolve specific situations:

• Increase rule.

• Multiple Decrease rules.

• Validate item type rule.

• Multi-rule plan to evaluate entire package.

Increase Rule

Access the Repackaging Plan page and select Increase in the Repackaging Rule field.

This example demonstrates how all students with a Federal unmet need greater than 100 USD will be evaluated for several grants with the objective of increasing funds in their package by a maximum of 5000 USD.

This table lists key parameters for the Increase rule and describes each parameter:

Multiple Decrease Rule Plan

Access the Repackaging Plan page and select Decrease in the Repackaging Rule field.

In this example, students who meet the criteria defined in the FAPDDECTEST equation are evaluated for a decrease in funding, first by Federal overaward and then by Federal overaward COA. The process evaluates federal loans before institutional loans. Any disbursed amounts are ignored.

This table lists the Decrease parameters and describes each:

Validate Item Type Rule

Access the Repackaging Plan page and select Validate item type for the repackaging rule.

In this example, students are reevaluated for eligibility for the Federal Pell Grant. After the Pell Grant is adjusted as needed, the remainder of the package is reevaluated.

This table lists the appropriate parameters and describes each one:

Multi-Rule Plan to Validate the Entire Package

Access the Repackaging Plan page.

A plan that validates students against their entire package should first validate Pell Grants, then recheck for eligibility, and finally account for overawards because locked awards won't be reduced. That is:

• Rule 1: Validate item type. Specify the item type for Pell Grant to reevaluate the student for a Pell Grant. Based on eligibility criteria, the student might be eligible for the same amount, a higher amount, or a lower amount.

• Rule 2: Validate entire package. This rule checks the student’s eligibility and federal need.

• Rule 3: Increase using an item type. This rule ensures that any student who lost a Pell Grant and thereby gained unmet need or who otherwise still had up to 500 USD of unmet need could be evaluated for a Repackaging Scholarship between 10 and 5,000 USD.

• Rule 4: Decrease. Specify the need threshold as Federal overaward and use the bottom-up method. If the student has gained (more) Pell Grant eligibility and, as a result, created an overaward condition, then this rule will reduce other awards until the overaward condition is removed. Reduction starts from the bottom up, that is, from the highest sequenced award to the lowest.

Setting Up Repackaging Processing

Before using the Repackaging process, set up:

• Context definition.

• Selection mapping.

• Population Selection PS Query for Need Summary Validation with bind record: SFA_BNSV_BIND.

• Set Up a Population Selection PS Query for Repackaging with bind record: SFA_BRPKGX_BIND or SFA_BRPKG_BIND.

• Define an Equation for Repackaging Population Selection. Define two equations, the first with an application prompt: Fin Aid Packaging Select Eqtns (A_SELECT) and the second with an application prompt: Batch Repackaging Selection (A_SELECT).

• Set Up a Population Selection Equation for Repackaging with application prompt: Batch Repackaging Selection.

This section discusses how to:

• Define the context for a repackaging PS Query.

• Set up population selection PS Query for repackaging.

• Set up a batch repackaging selection using equations.

Pages Used to Set Up Repackaging Processing

Defining the Context for a Repackaging PS Query

Access the Context Definition page.

Setting Up Population Selection PS Query for Repackaging

Access the Selection Mapping page.

For a PS Query for repackaging, include INSTITUTION and AID_YEAR as part of the criteria to be used by the Repackaging run control. Your query must include one of the following bind variables:

• SFA_BRPKGX_BIND, which does not require a career. Use if your query is not career-dependent.

• SFA_BRPKG_BIND, which requires a career. Use if your query is career-dependent.

See Also

Using the Population Selection Process

Setting Up a Batch Repackaging Selection Using Equations

You can set up an equation for batch Repackaging selection in the same way you set up a population selection PS Query.

Set up any required fields on equations before using it to select students for batch repackaging. Create two equations, the first with an application prompt: Fin Aid Packaging Select Eqtns (A_SELECT) and the second with an application prompt: Batch Repackaging Selection (A_SELECT). The second equation will have a CHOOSE EQUATION command that identifies the first equation. By including this CHOOSE instruction and specifying the application prompt as Batch Repackaging Selection, you can then select it for Batch Repackaging Population Selection.