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<p class="MsoNormal">Hi Julie, <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My access was granted by my campus payroll team, UCPath GL Lead. I suggest you ask someone in similar role at your campus.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I was reviewing the ticket so I downloaded the ticket description and attached docs and put all in Box here:
<a href="https://ucdavis.app.box.com/folder/292685831273">(8) JIRA UCP-125597 | Powered by Box</a> hope it helps.
<o:p></o:p></p>
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<p class="MsoNormal" style="background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#001237">Catherine Li</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">Associate Director</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#1D1D1D"> || </span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">Financial
Aid and Scholarships</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#1D1D1D"> </span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">p. 530-752-6904 | c. 530-400-6274 | w.
<a href="https://financialaid.ucdavis.edu/">financialaid.ucdavis.edu</a> | e. <a href="mailto:ycli@ucdavis.edu">
ycli@ucdavis.edu</a> </span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">One Shields Avenue, Davis, CA 95616 </span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>From:</b> Julie Portillo <julie.portillo@sa.ucsb.edu> <br>
<b>Sent:</b> Wednesday, November 6, 2024 9:32 AM<br>
<b>To:</b> UC WS and Fiscal Workgroup <ucwsfiscal@lists.ucmerced.edu><br>
<b>Subject:</b> Re: [Ucwsfiscal] 11/7/2024 Agenda Document<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hi Catherine,<o:p></o:p></p>
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<p class="MsoNormal">I don't have access to view this jira ticket. Is there a way I can be granted access?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><img border="0" width="1062" height="534" style="width:11.0625in;height:5.5625in" id="_x0000_i1025" src="cid:image002.jpg@01DB302F.9B180380" alt="image.png"><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Century Gothic",sans-serif;color:#003660">Julie Portillo
</span><i><span style="font-size:7.5pt;font-family:"Century Gothic",sans-serif;color:#003660">(she, her, hers, ella)</span></i><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.5pt;font-family:"Century Gothic",sans-serif;color:#04859B">Fiscal Manager</span></b><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif;color:#555555;letter-spacing:.5pt">Office of Financial Aid & Scholarships</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Century Gothic",sans-serif;color:#555555;letter-spacing:.5pt">Office: (805) 893-4828 <br>
Email: <a href="mailto:Julie.Portillo@sa.ucsb.edu" target="_blank"><span style="color:#1155CC">Julie.Portillo@sa.ucsb.edu</span></a></span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Wed, Nov 6, 2024 at 9:21 AM Catherine Yu Li <<a href="mailto:ycli@ucdavis.edu">ycli@ucdavis.edu</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Good morning. <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">UCPath Center IT team hosted a UCP-125597 / I-159 Workstudy Award/Award Balance Modifications - Review Meeting yesterday. I didn’t see many from this group in the meeting and felt it is important this group gets informed and be a part of
decisions. So I asked if John and his colleagues could come talk to us at tomorrow’s meeting and they graciously agreed. I’d like to encourage at least one from each school attend tomorrow’s meeting.
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">If you would like to get more details, go to JIRA ticket <a href="https://ucopedu.atlassian.net/browse/UCP-125597" target="_blank">
UCP-125597</a> or read below meeting contents from yesterday’s meeting invite. I’m trying to find previous email communication but haven’t found yet. If anyone has them, please forward and share.
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Yesterday’s meeting: <o:p></o:p></p>
<p class="MsoNormal">The purpose of this meeting is to review the GL Workstudy processing of W/S Awards and W/S Balances. I-159 Workstudy Inbound to UCPath Interface needs review for W/S Award Adjustment processing:<o:p></o:p></p>
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<li class="MsoNormal" style="mso-list:l0 level1 lfo1">Workstudy Awards need to be Effective dated for all Adjustments – some location are sending the same Effective date for W/S Adjustment.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo1">Workstudy I-159 Program is receiving the all employees in the Location/Academic Year, regardless if there are any adjustments. Please consider sending UCPath W/S Adjustment only files with new Effective
Dates – recommendation.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo1">Workstudy Awards are being reset to zero, resulting in W/S Balance reset to zero, leaving W/S distributed balances unaccounted. As result these balance cannot be processed for future Payrolls and SCT Transactions.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo1">Requirements evaluation:<o:p></o:p></li></ol>
<ol style="margin-top:0in" start="4" type="1">
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<li class="MsoNormal" style="mso-list:l0 level2 lfo1">Negative Balances – determine if I-159 should process Workstudy Award Adjustments, that result in Negative Award Balances.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level2 lfo1">Reject Award Adjustments with Zero Amounts when there have be prior Workstudy Distributions on the original Award.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level2 lfo1">W/S Award file reconciliation, how are locations validating I-159 reported exceptions.
<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level2 lfo1">SCT - REMOVE W/S on a W/S Award = 0 is an invalid condition. Consider removing SCT Workstudy, before W/S Award Amounts are zeroed out. <o:p></o:p></li></ol>
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<p class="MsoNormal" style="background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#001237">Catherine Li</span></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">Associate Director</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#1D1D1D"> || </span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">Financial
Aid and Scholarships</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#1D1D1D"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">p. 530-752-6904 | c. 530-400-6274 | w.
<a href="https://financialaid.ucdavis.edu/" target="_blank">financialaid.ucdavis.edu</a> | e.
<a href="mailto:ycli@ucdavis.edu" target="_blank">ycli@ucdavis.edu</a> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">One Shields Avenue, Davis, CA 95616 </span><o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> Daniel G Ojeda <<a href="mailto:dgojeda@ucdavis.edu" target="_blank">dgojeda@ucdavis.edu</a>>
<br>
<b>Sent:</b> Tuesday, November 5, 2024 10:14 AM<br>
<b>To:</b> UC WS and Fiscal Workgroup <<a href="mailto:ucwsfiscal@lists.ucmerced.edu" target="_blank">ucwsfiscal@lists.ucmerced.edu</a>><br>
<b>Subject:</b> Re: [Ucwsfiscal] 11/5/2024 Agenda Document<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Hello Team, <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Can we remove Heidi from this email list. <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Additionally, the document was created for our meeting on 11/7/2024 not on 11/5/2024.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#001237">Daniel Ojeda</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">Leads Funds Analyst</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#1D1D1D"> ||
</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">Financial Aid and Scholarships</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#1D1D1D"> </span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">p. 530-752-6102 | w.
<a href="http://ucdavis.edu" target="_blank">ucdavis.edu</a> | e. <a href="mailto:dgojeda@ucdavis.edu" target="_blank">
dgojeda@ucdavis.edu</a> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">One Shields Avenue, Davis, CA 95616 </span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><br>
</span><i><span style="font-size:9.0pt;font-family:"Proxima Nova";color:#666666;background:white">This email and any files transmitted may contain confidential information as protected by the Family Educational Rights and Privacy Act (FERPA). If you are not
the intended recipient, you are hereby notified that any disclosure, copying, or distribution is prohibited. If you have received this electronic communication in error, please notify me by telephone or return email and delete this message from your system
completely.</span></i><o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> Heidi M Rogers <<a href="mailto:hrogers@ucdavis.edu" target="_blank">hrogers@ucdavis.edu</a>>
<br>
<b>Sent:</b> Tuesday, November 5, 2024 10:06 AM<br>
<b>To:</b> UC WS and Fiscal Workgroup <<a href="mailto:ucwsfiscal@lists.ucmerced.edu" target="_blank">ucwsfiscal@lists.ucmerced.edu</a>><br>
<b>Subject:</b> Re: [Ucwsfiscal] 11/5/2024 Agenda Document<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Hello Daniel,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I hope you are doing well over in FAS! Could you kindly remove me from this email list?<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Best to you,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Heidi Rogers (She/Her/They/Them)</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#4EA72E">The Green Initiative Fund Grant Manager</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#4EA72E"><a href="https://tgif.ucdavis.edu/" target="_blank">https://tgif.ucdavis.edu/</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><img border="0" width="422" height="174" style="width:4.3958in;height:1.8125in" id="m_5105693149891435006Picture_x0020_119830735" src="cid:image003.jpg@01DB302F.9B180380"></span><o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> Daniel G Ojeda <<a href="mailto:dgojeda@ucdavis.edu" target="_blank">dgojeda@ucdavis.edu</a>>
<br>
<b>Sent:</b> Tuesday, November 5, 2024 9:52 AM<br>
<b>To:</b> UC WS and Fiscal Workgroup <<a href="mailto:ucwsfiscal@lists.ucmerced.edu" target="_blank">ucwsfiscal@lists.ucmerced.edu</a>><br>
<b>Subject:</b> [Ucwsfiscal] 11/5/2024 Agenda Document<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Hello All, <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I wanted to let you know that I’ve created a new agenda document for our meeting on 11/5/2024.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Please let me know if you have any questions. <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#001237">Daniel Ojeda</span></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">Lead Funds Analyst</span><span style="font-size:6.0pt;font-family:"Arial",sans-serif;color:#001237"> </span><span style="font-size:10.0pt;color:#1D1D1D"> </span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">Financial Aid and Scholarships</span></b><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#001237"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><i><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">Enrollment Management</span></i><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">University of California, Davis </span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">One Shields Avenue </span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">Davis, CA 95616 </span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:6.0pt;font-family:"Arial",sans-serif;color:#001237"> </span><span style="font-size:10.0pt;color:#1D1D1D"> </span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">530-754-6102 </span></b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237">tel</span><span style="font-size:10.0pt;color:#1D1D1D"> </span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"><a href="mailto:yourname@ucdavis.edu" target="_blank">dgojeda@ucdavis.edu</a></span><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#001237"> </span><o:p></o:p></p>
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