[Ucwsfiscal] 11/7/2024 Agenda Document

Wed Nov 6 09:31:57 PST 2024

Hi Catherine,
I don't have access to view this jira ticket. Is there a way I can be
granted access?

[image: image.png]
Julie Portillo *(she, her, hers, ella)*
Fiscal Manager
Office of Financial Aid & Scholarships
Office: (805) 893-4828
Email: Julie.Portillo at sa.ucsb.edu
[image: UC Santa Barbara]

On Wed, Nov 6, 2024 at 9:21 AM Catherine Yu Li <ycli at ucdavis.edu> wrote:

> Good morning.
>
>
>
> 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.
>
>
>
> If you would like to get more details, go to JIRA ticket UCP-125597
> <https://ucopedu.atlassian.net/browse/UCP-125597> 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.
>
>
>
> Yesterday’s meeting:
>
> 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:
>
>    1. Workstudy Awards need to be Effective dated for all Adjustments –
>    some location are sending the same Effective date for W/S Adjustment.
>    2. 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.
>    3. 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.
>    4. Requirements evaluation:
>       1. Negative Balances – determine if I-159 should process Workstudy
>       Award Adjustments, that result in Negative Award Balances.
>       2. Reject Award Adjustments with Zero Amounts when there have be
>       prior Workstudy Distributions on the original Award.
>       3. W/S Award file reconciliation, how are locations validating
>       I-159 reported exceptions.
>       4. 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.
>
> *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:* Daniel G Ojeda <dgojeda at ucdavis.edu>
> *Sent:* Tuesday, November 5, 2024 10:14 AM
> *To:* UC WS and Fiscal Workgroup <ucwsfiscal at lists.ucmerced.edu>
> *Subject:* Re: [Ucwsfiscal] 11/5/2024 Agenda Document
>
>
>
> Hello Team,
>
>
>
> Can we remove Heidi from this email list.
>
>
>
> Additionally, the document was created for our meeting on 11/7/2024 not on
> 11/5/2024.
>
>
>
> *Daniel Ojeda*
>
> *Leads Funds Analyst** || **Financial Aid and Scholarships*
>
> p. 530-752-6102 | w. ucdavis.edu | e. dgojeda at ucdavis.edu
>
> One Shields Avenue, Davis, CA 95616
>
>
> *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.*
>
>
>
> *From:* Heidi M Rogers <hrogers at ucdavis.edu>
> *Sent:* Tuesday, November 5, 2024 10:06 AM
> *To:* UC WS and Fiscal Workgroup <ucwsfiscal at lists.ucmerced.edu>
> *Subject:* Re: [Ucwsfiscal] 11/5/2024 Agenda Document
>
>
>
> Hello Daniel,
>
>
>
> I hope you are doing well over in FAS! Could you kindly remove me from
> this email list?
>
>
>
> Best to you,
>
>
>
> Heidi Rogers (She/Her/They/Them)
>
> The Green Initiative Fund Grant Manager
>
> https://tgif.ucdavis.edu/
>
>
>
> *From:* Daniel G Ojeda <dgojeda at ucdavis.edu>
> *Sent:* Tuesday, November 5, 2024 9:52 AM
> *To:* UC WS and Fiscal Workgroup <ucwsfiscal at lists.ucmerced.edu>
> *Subject:* [Ucwsfiscal] 11/5/2024 Agenda Document
>
>
>
> Hello All,
>
>
>
> I wanted to let you know that I’ve created a new agenda document for our
> meeting on 11/5/2024.
>
>
>
> Please let me know if you have any questions.
>
>
>
> *Daniel Ojeda*
>
> Lead Funds Analyst
>
> *Financial Aid and Scholarships*
>
> *Enrollment Management*
>
>
>
> University of California, Davis
>
> One Shields Avenue
>
> Davis, CA 95616
>
>
>
> *530-754-6102 *tel
>
> dgojeda at ucdavis.edu <yourname at ucdavis.edu>
>
>
>
>   <https://www.facebook.com/UCDavisFAS/>
> <https://www.instagram.com/ucdavisfinaid/>
> <https://youtube.com/@aggiebluetogoldfinancialwe9235>
>
> __________________________________
>
>   <https://financialaid.ucdavis.edu/>
>
>
> *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.*
>
>
> _______________________________________________
> Ucwsfiscal mailing list
> Ucwsfiscal at lists.ucmerced.edu
> https://lists.ucmerced.edu/mailman/listinfo/ucwsfiscal
>
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