College Financing Plan Displays Incorrect Award Amounts by Award Period for Students With Budget Award Period Different From Valid Terms for Career Setup (Doc ID 3074818.1)

Last updated on MARCH 02, 2025

Applies to:

Symptoms

When a student is budgeted and awarded for a term, if the award period defined on the budget page is different from the default award period defined for the term on the Valid Terms for Career setup, the award information displayed on the College Financing Plan is incorrect - reflecting the breakdown based on the Valid Terms award period instead of the budget award period.

For example, in one reported case the issue was being observed with a cohort of students whose academic award period is Spring Summer and non standard is Fall, contrary to the usual standard where Fall and Summer would be flipped.

The issue can be reproduced with the following steps:

1. On Financial Aid > Awards > Award Processing > Assign Awards to a Student > Student Aid Package, Award student Pell for at least one academic term and one non-standard term in the same aid year, based originally on the Valid Terms for Career setup (Set Up SACR > Product Related > Financial Aid > Aid Year > Valid Terms for Careers). Use separate Pell Item Types for each award period. 
2. On Financial Aid > Budgets > Maintain Term Budgets > Student Budget Maintenance, change the Non-Standard term awarded to Academic and change an Academic term no awarded to Non-standard and save. Then also click the 'Update Need Summary' button to re-validate the awards with the new breakdown.
3. Go back to the Assign Awards to Student component, and verify the Award Period information breakdown was adjusted correctly on the Need Summary tab, as well as within the 'Disbursement' links on the first tab for the Pell Item Types.
4. On Financial Aid > View Packaging Status Summary > Packaging Status Summary, Assign student a CFP group with award period defined in the setup (Set Up SACR, Product Related, Financial Aid, College Financing Plan, Group Options) as Academic or Both.
5. As the student, log in and click the Financial Aid tile and College Financing Plan in the Left navigation.
6. Click the link on on the main page to the College Financing Plan, and observe in the 'Grants' section that the Federal Pell Grants and Total Grants only shows the portion awarded to the term(s) defined as academic on the Valid Terms setup and is missing the portion for the term that was switched to Academic in step 2.

Cause

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