[Ucwsfiscal] Monthly UC WS and Fiscal Meeting

Catherine Yu Li ycli at ucdavis.edu
Fri Dec 13 14:38:43 PST 2024


Hi all.

It came to my attention that each school is supposed to host the monthly meeting for 6 months. Davis started in March so we are supposed to hand this over to another school. Please let me know if you would like to be the next and when you can start. It's a little too late for Davis but I suggest the next hosting school creates their own meeting series to avoid what happened yesterday.

Additionally, I believe UC Merced manages the email list so if you want to be removed, please simply send an email to this list. I got a request from Christine Camicia ccamicia at ucsc.edu<mailto:ccamicia at ucsc.edu> - Arvin can you please remove her?

Catherine Li
Associate Director || Financial Aid and Scholarships
p. 530-752-6904 | c. 530-400-6274  | w. financialaid.ucdavis.edu<https://financialaid.ucdavis.edu/> | e. ycli at ucdavis.edu<mailto:ycli at ucdavis.edu>
One Shields Avenue, Davis, CA 95616

From: Catherine Yu Li <ycli at ucdavis.edu>
Sent: Friday, December 13, 2024 12:24 PM
To: Brieann Howard <bhoward at ucdavis.edu>; Daniel G Ojeda <dgojeda at ucdavis.edu>; Ryan Patrick Fernandes Pais <rpfernandes at ucdavis.edu>; Chie Tuller <Chie.Tuller at ucop.edu>; Vijayalakshmi Kota <Vijayalakshmi.Kota at ucop.edu>; ed.ferrary at ucop.edu; bcompton at fas.ucla.edu; elliot.yau at ucsf.edu; Cesar D Lopez <cesar.lopez at ucr.edu>; monica.martinez at ucr.edu; jose.aguilar at ucr.edu; ccamicia at ucsc.edu; smccabe at berkeley.edu; Annie Wong <anniew at berkeley.edu>; Blanca Isabel Nuila <blanca.nuila at berkeley.edu>; saramire at uci.edu; Apri Medina <Apri.Medina at ucop.edu>; jmaksim at ucsd.edu; lmcelroy at ucsd.edu; ehmarquez <ehmarquez at ucsd.edu>; Arvin Tumonong <atumonong at ucmerced.edu>; Jodie Lingenfelter <jlingenfelter at ucmerced.edu>; aheight at ucsb.edu; Julie Portillo <julie.portillo at sa.ucsb.edu>; Nikki Unachukwu <Nikki.Unachukwu at ucop.edu>; Li Tran <Li.Tran at ucop.edu>; Shashank Katepalli <Shashank.Katepalli at ucop.edu>; Gabriela Urias <gabriela.urias at berkeley.edu>; Debbie Kistler <dkistler at uci.edu>; Nico Feria <nico.feria at berkeley.edu>; Emily Bustos <ebustos at ucmerced.edu>; Daryn Bieri <dbieri at ucsc.edu>; Sylvia Jeung <smjeung at uci.edu>; Robert L Quarles <robert.quarles at ucr.edu>; Robert Quarles <robertq at ucr.edu>; Devlin Seymour <devlin_seymour at ucsb.edu>; Allison Inglett <ainglett at ucsb.edu>; Andrea Garrison <garrisa1 at uci.edu>; Alfred K Karam <alfred.karam at ucr.edu>; EJ Johnson <Esther.Johnson at ucop.edu>; Kathryn Ann Sandhu <kastuhr at ucdavis.edu>; Susana Carrillo <suscarrillo at ucdavis.edu>
Cc: Shubitha Raj <Shubitha.Jeyaraj at ucop.edu>; Li Tran <Li.Tran at ucop.edu>; Catherine Yu Li <ycli at ucdavis.edu>
Subject: Notes from 12/12/2024 Meeting about Federal Work-Study

Thank you all for joining yesterday's conversation about federal work-study. Below is a summary:


  1.  Discuss WS funds escheatment issue with UCPath Center - OP, Berkeley
     *   After UC schools transitioned to UCPath, a process to handle Federal Work-Study stale checks is not established.
     *   About a year and a half ago UC Berkeley Financial Aid office received a list of stale checks that includes federal work study earnings. Some checks were from 2020. Another analysis was going to be conducted to identify additional checks.
     *   JIRA-139990 (is this the right number?) is working on garnishment
                                                   i.      Team discussed the possibility of solving escheatment issue alongside the garnishment issue
                                                 ii.      UCPath GL team staff Shubitha Raj will connect financial aid office with payroll team that is working on this JIRA
                                               iii.      Financial Aid staff reiterated that escheating of FSA funds is prohibited and FWS earnings are not subject to garnishment
ACTION ITEM: Berkeley and OP staff please follow up with Shubitha and Li Tran to connect with the right UCPath team who handles this topic.



  1.  Further discuss and finalize WS Award Table Effective Date issue - all
     *   We unfortunately didn't have time to discuss this topic. UCPath Center IT lead Chie Tuller will schedule a separate meeting to discuss.
     *   Davis voiced concerns to change effective date to the most recent update date every time there's an update due to it's unique configuration for GSRs. Previously, Davis asked if it is possible to add a field to the table.
ACTION ITEM: Chie please schedule a meeting.



  1.  Status update from UCPath Center on allowing WS Award Balance go negative - Chie
     *   After a year-long request and multiple discussions, all campuses agreed/approved the request.
     *   A few highlights of the change: 1) we will only allow balance go negative as a result of I159 submission; 2) when new award becomes $0, only "Remove WS" will be allowed in SCT. Otherwise, "Reapply WS" is also allowed.
ACTION ITEM: UCPath IT team initiate the change, allow financial aid offices to test and then implement. Financial aid offices will follow up via the monthly meeting.

Catherine Li
Associate Director
Financial Aid and Scholarships
Enrollment Management
University of California, Davis
One Shields Avenue
Davis, CA 95616
530-752-6904 tel
530-400-6274 mobile
ycli at ucdavis.edu<mailto:ycli at ucdavis.edu>
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