[Ucwsfiscal] New CCOA and PGM

[Catherine Yu Li]

Same at Davis. We have only Pell, SEOG, FWS, LAEP in PGM.

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: Jose A Aguilar <jose.aguilar at ucr.edu>
Sent: Tuesday, March 12, 2024 11:24 AM
To: UC WS and Fiscal Workgroup <ucwsfiscal at lists.ucmerced.edu>
Subject: Re: [Ucwsfiscal] New CCOA and PGM

Hi Andrew,

We were set up as you described below. I was told by our Controller that since Call Grants, MCS, and Chafee were all on a balance sheet account that we did not need to move these programs to the PGM system.  The reason why LAEP was moved to PGM was because it is similar to Federal Work Study.  Not sure if this helps or not.

Best,
Jose


JOSE A. AGUILAR, MBA

Executive Director, Financial Aid Office

Office of Financial Aid

2106 Student Services Building

900 University Avenue | Riverside, CA 92521



Phone: (951) 827-7249 | Fax: (951) 827-5619 |

Email: jose.aguilar at ucr.edu<mailto:jose.aguilar at ucr.edu> |Web: https://financialaid.ucr.edu/



________________________________
From: Andrew Height <aheight at ucsb.edu<mailto:aheight at ucsb.edu>>
Sent: Tuesday, March 12, 2024 10:30 AM
To: UC WS and Fiscal Workgroup <ucwsfiscal at lists.ucmerced.edu<mailto:ucwsfiscal at lists.ucmerced.edu>>
Subject: [Ucwsfiscal] New CCOA and PGM

Hi All,

I'm still assisting UCSB OFAS with the rollout of the new CCOA with the Financial Management Modernization project at our campus. I was wondering if those of you that already had made the move could provide some feedback.

LAEP was identified as required to be housed in the Projects and Grants Management module at our campus because of reporting requirements to UCOP, however, no other CSAC programs were also identified by our Project Management Office. Could any of you confirm that you were also required to house LAEP in PGM, and if any other CSAC programs were also required to be housed in PGM, such as Cal Grant, MCS or Chafee? I believe some campuses may be using other terminology for this module, so hopefully this makes sense.

Any feedback you all could provide would be greatly appreciated. Thanks!

Amdrew
--
Andrew Height | he, him, his
Business Systems Operations Specialist
Financial Aid Information Systems
Email: aheight at ucsb.edu<mailto:andrew.height at sa.ucsb.edu>
[UC Santa Barbara]

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ucmerced.edu/pipermail/ucwsfiscal/attachments/20240312/25f2c5d7/attachment.htm>