[Ucwsfiscal] New CCOA and PGM

Andrew Height aheight at ucsb.edu
Wed Mar 13 09:49:52 PDT 2024


Thank you, both!

On Tue, Mar 12, 2024 at 11:45 AM Catherine Yu Li <ycli at ucdavis.edu> wrote:

> 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 | e.
> 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 <jose.aguilar at ucr.edu>* |Web: *https://financialaid.ucr.edu/
> <https://financialaid.ucr.edu/>*
>
>
>
>
>
>
> ------------------------------
>
> *From:* Andrew Height <aheight at ucsb.edu>
> *Sent:* Tuesday, March 12, 2024 10:30 AM
> *To:* UC WS and Fiscal Workgroup <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 <andrew.height at sa.ucsb.edu>
>
> [image: UC Santa Barbara]
>
>
> _______________________________________________
> Ucwsfiscal mailing list
> Ucwsfiscal at lists.ucmerced.edu
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>


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