<div dir="ltr"><div dir="ltr">Hi Catherine,<div><br></div><div>I got added to the meeting at the last minute and was unable to attend. My belief is that UCP should be in sync with the SIS, and if the SIS reduces an award after it has been earned then <u>UCP should allow the balance to go negative</u> until we can fix it via SCT. I still need to wrap my head around the implications of the proposed effective dated row changes.</div><div><br></div><div>I have updated the agenda with one example of how a balance can (and should) go negative.</div><div><br></div><div>Thanks,<br>Steve</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Nov 6, 2024 at 9:21 AM Catherine Yu Li <<a href="mailto:ycli@ucdavis.edu">ycli@ucdavis.edu</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-3861444121238950259">
<div lang="EN-US">
<div class="m_-3861444121238950259WordSection1">
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif">Good morning.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif">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.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif">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.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif">Yesterday’s meeting:
<u></u><u></u></span></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:<u></u><u></u></p>
<ol start="1" type="1">
<li class="MsoNormal">
Workstudy Awards need to be Effective dated for all Adjustments – some location are sending the same Effective date for W/S Adjustment.<u></u><u></u></li><li class="MsoNormal">
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.<u></u><u></u></li><li class="MsoNormal">
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.<u></u><u></u></li><li class="MsoNormal">
Requirements evaluation:<u></u><u></u></li><ol start="1" type="a">
<li class="MsoNormal">
Negative Balances – determine if I-159 should process Workstudy Award Adjustments, that result in Negative Award Balances.<u></u><u></u></li><li class="MsoNormal">
Reject Award Adjustments with Zero Amounts when there have be prior Workstudy Distributions on the original Award.<u></u><u></u></li><li class="MsoNormal">
W/S Award file reconciliation, how are locations validating I-159 reported exceptions.
<u></u><u></u></li><li class="MsoNormal">
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. <u></u><u></u></li></ol>
</ol>
<div>
<p class="MsoNormal" style="background:white"><b><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Catherine Li</span></b><span style="font-size:12pt;font-family:Calibri,sans-serif;color:black"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Associate Director</span></b><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(29,29,29)"> || </span></b><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Financial
Aid and Scholarships</span></b><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(29,29,29)"> </span></b><span style="font-size:12pt;font-family:Calibri,sans-serif;color:black"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black">p. 530-752-6904 | c. 530-400-6274 | w.
<a href="https://financialaid.ucdavis.edu/" target="_blank"><span style="color:blue">financialaid.ucdavis.edu</span></a> | e.
<a href="mailto:ycli@ucdavis.edu" target="_blank"><span style="color:blue">ycli@ucdavis.edu</span></a> </span><span style="font-size:12pt;font-family:Calibri,sans-serif;color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black">One Shields Avenue, Davis, CA 95616 </span><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
</div>
<p class="MsoNormal"><span style="font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b><span style="font-family:Calibri,sans-serif">From:</span></b><span style="font-family:Calibri,sans-serif"> 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<u></u><u></u></span></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Hello Team, <u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Can we remove Heidi from this email list. <u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Additionally, the document was created for our meeting on 11/7/2024 not on 11/5/2024.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<p class="MsoNormal"><b><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Daniel Ojeda</span></b><span style="font-size:12pt;font-family:Calibri,sans-serif;color:rgb(0,18,55)"><u></u><u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Leads Funds Analyst</span></b><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(29,29,29)"> ||
</span></b><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Financial Aid and Scholarships</span></b><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(29,29,29)"> </span></b><span style="font-size:12pt;font-family:Calibri,sans-serif;color:rgb(0,18,55)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">p. 530-752-6102 | w. <a href="http://ucdavis.edu" target="_blank">ucdavis.edu</a> | e.
<a href="mailto:dgojeda@ucdavis.edu" target="_blank"><span style="color:blue">dgojeda@ucdavis.edu</span></a> </span><span style="font-size:12pt;font-family:Calibri,sans-serif;color:rgb(0,18,55)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">One Shields Avenue, Davis, CA 95616 </span><span style="font-size:12pt;font-family:Calibri,sans-serif;color:rgb(0,18,55)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><br>
</span><i><span style="font-size:9pt;font-family:"Proxima Nova";color:rgb(102,102,102);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><span style="color:black"><u></u><u></u></span></p>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b><span style="font-family:Calibri,sans-serif">From:</span></b><span style="font-family:Calibri,sans-serif"> 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<u></u><u></u></span></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Hello Daniel,<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">I hope you are doing well over in FAS! Could you kindly remove me from this email list?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Best to you,<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<p class="MsoNormal"><span style="font-size:12pt">Heidi Rogers (She/Her/They/Them)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;color:rgb(78,167,46)">The Green Initiative Fund Grant Manager<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;color:rgb(78,167,46)"><a href="https://tgif.ucdavis.edu/" target="_blank">https://tgif.ucdavis.edu/</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><img border="0" width="422" height="174" style="width: 4.3958in; height: 1.8125in;" id="m_-3861444121238950259Picture_x0020_119830735" src="cid:ii_19302beafd04ce8e91"></span><span style="font-size:12pt;color:rgb(78,167,46)"><u></u><u></u></span></p>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b><span style="font-family:Calibri,sans-serif">From:</span></b><span style="font-family:Calibri,sans-serif"> 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<u></u><u></u></span></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Hello All, <u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></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.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Please let me know if you have any questions. <u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Daniel Ojeda</span></b><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Lead Funds Analyst</span><span style="font-size:6pt;font-family:Arial,sans-serif;color:rgb(0,18,55)"> </span><span style="font-size:10pt;font-family:Calibri,sans-serif;color:rgb(29,29,29)"> </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">Financial Aid and Scholarships</span></b><b><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(0,18,55)"> </span></b><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><i><span style="font-size:9pt;font-family:Arial,sans-serif;color:black">Enrollment Management</span></i><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black"> </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black">University of California, Davis </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black">One Shields Avenue </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black">Davis, CA 95616 </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:6pt;font-family:Arial,sans-serif;color:rgb(0,18,55)"> </span><span style="font-size:10pt;font-family:Calibri,sans-serif;color:rgb(29,29,29)"> </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">530-754-6102 </span></b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)">tel</span><span style="font-size:10pt;font-family:Calibri,sans-serif;color:rgb(29,29,29)"> </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black"><a href="mailto:yourname@ucdavis.edu" target="_blank"><span style="color:blue">dgojeda@ucdavis.edu</span></a></span><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,18,55)"> </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:12pt;font-family:Calibri,sans-serif;color:black"> </span><span style="font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black"> </span><span style="color:black"><a href="https://www.facebook.com/UCDavisFAS/" title="https://www.facebook.com/UCDavisFAS/" target="_blank"><span style="font-size:9pt;font-family:Arial,sans-serif;color:blue;text-decoration:none"><img border="0" width="31" height="31" style="width: 0.3229in; height: 0.3229in;" id="m_-3861444121238950259Picture_x0020_4" src="cid:ii_19302beafd05b16b22"></span></a><a href="https://www.instagram.com/ucdavisfinaid/" title="https://www.instagram.com/ucdavisfinaid/" target="_blank"><span style="font-size:9pt;font-family:Arial,sans-serif;color:blue;text-decoration:none"><img border="0" width="32" height="32" style="width: 0.3333in; height: 0.3333in;" id="m_-3861444121238950259_x0000_i1027" src="cid:ii_19302beafd0692e333"></span></a><a href="https://youtube.com/@aggiebluetogoldfinancialwe9235" title="https://youtube.com/@aggiebluetogoldfinancialwe9235" target="_blank"><span style="font-size:9pt;font-family:Arial,sans-serif;color:blue;text-decoration:none"><img border="0" width="32" height="32" style="width: 0.3333in; height: 0.3333in;" id="m_-3861444121238950259Picture_x0020_2" src="cid:ii_19302beafd07745b44"></span></a></span><span style="font-size:11.5pt;font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(255,192,0)">__________________________________ </span><span style="font-size:11.5pt;font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black"> </span><span style="color:black"><a href="https://financialaid.ucdavis.edu/" title="https://financialaid.ucdavis.edu/" target="_blank"><span style="font-size:9pt;font-family:Arial,sans-serif;color:blue;text-decoration:none"><img border="0" width="133" height="55" style="width: 1.3854in; height: 0.5729in;" id="m_-3861444121238950259Picture_x0020_1" src="cid:ii_19302beafd0855d355"></span></a></span><span style="font-size:11.5pt;font-family:Calibri,sans-serif;color:rgb(36,36,36)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><br>
</span><i><span style="font-size:9pt;font-family:"Proxima Nova";color:rgb(102,102,102);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><span style="color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
</div>
_______________________________________________<br>
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</div></blockquote></div><br clear="all"><div><br></div><span class="gmail_signature_prefix">-- </span><br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><font size="2">Steve McCabe<br>Business Systems Analyst</font></div><div><font size="2">University of California Berkeley</font></div><div><font size="2">Financial Aid and Scholarships Office</font></div><div><font size="2"><a href="mailto:smccabe@berkeley.edu" target="_blank">smccabe@berkeley.edu</a><span title="Call with Google Voice"><span title="Call with Google Voice"><span title="Call with Google Voice"><br></span></span></span></font></div><div><a href="http://financialaid.berkeley.edu/" target="_blank">financialaid.berkeley.edu/</a><br></div><div><br></div><div><font size="2"><span title="Call with Google Voice"><br></span></font></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>