[Ucwsfiscal] Work-Study Award Sending and Balance Calculation Discussion

Wed Apr 26 10:02:32 PDT 2023

Thanks, Catherine,
I wasn't able to make yesterday's meeting, but yes, please include me in
future financial aid workgroup meetings.

*Ellen Baeth*

Business System Analyst, Financial Aid & Scholarships
University of California, Berkeley

ellen.baeth at berkeley.edu

*If you are not the intended recipient of this message please treat
confidentially, notify the sender and delete it.*

On Tue, Apr 25, 2023 at 12:30 PM Catherine Yu Li <ycli at ucdavis.edu> wrote:

> Hello again.
>
>
>
> FYI – we just came out of the meeting with UCPC IT team. 2 decisions were
> tentatively made: 1) we got favorite votes from Berkeley, Davis, San Diego,
> LA, Merced that we’d like to allow WS balance go to negative amount when WS
> award amount was reduced to below student’s WS earnings. UCPC IT will
> review all impacted programs and test to see if there’s any issue.
> Irvine/SC/Riverside/SB/SF colleagues, if you have any concerns with this
> new approach, please share with me or directly with UCPC immediately; 2) we
> generally agreed to use different “effective date” when we send updated WS
> award (upward or downward). UCPC and schools who had tested this method
> assured us that the “effective date” functions as a transaction date and
> does not create issues when we try to apply/remove WS before the new
> “effective date”. I didn’t ask how soon we should implement that but Davis
> won’t be able to make this change till 23/24 the earliest.
>
>
>
> UCPC will ask their manager for approval to create a user group with us
> financial aid folks and meet monthly to continue working on UCPath WS
> issues. If you are interested, please send me your contact if you are not
> in today’s meeting. My coworker just shared with me that the meeting invite
> I sent to this listserv yesterday went to her junk email. Sorry if you
> missed the meeting because of that.
>
>
>
> Catherine
>
>
>
> *From:* Catherine Yu Li
> *Sent:* Friday, April 21, 2023 4:14 PM
> *To:* UC WS and Fiscal Workgroup <ucwsfiscal at lists.ucmerced.edu>
> *Subject:* [Ucwsfiscal] Work-Study Award Sending and Balance Calculation
> Discussion
>
>
>
> Hello all.
>
>
>
> Hope this email finds everyone well. You may remember the conversation
> from our last meeting that we’d like to collaborate as a group to work with
> UCPath Center when it comes to UCPath SCT redesign, I159 and balance
> calculation.
>
>
>
> I was finally able to start conversation with John Eberhardt (I believe
> he’s lead IT Developer for UCPC) and he’s now willing to consider a
> recommendation Berkeley and Davis put through JIRA 125597
> <https://tntjira.ucop.edu/browse/UCP-125597>. They are meeting this
> coming Tuesday, 4/25 and I asked to join. If they include us, I’ll forward
> the meeting to this group. If you are interested, please read the JIRA
> ticket for background information. I feel there’re more about work-study
> issues they are working on but right now we are focusing on if we can allow
> balance to go negative and if we can avoid using a different effective date
> when we send in updates (up or downward adjustment).
>
>
>
> Have a great weekend!
>
>
>
> [image: X8aPOQ1eBKw760RxECmESEq0afh1JAuYSQENrUH4YZStbWeIRcBJEVawBAwUYkL8]
> <https://financialaid.ucdavis.edu/>
>
> [image: cid:8904c978-94a7-4890-9558-34f53f847521]
>
>   *Catherine Yu Li*
>   Associate Director
>   2117 Dutton Hall | UC Davis
>   One Shields Avenue, Davis CA 95616
>   P: 530.752.6904
>
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