Release Notes: Item 1304-02

2013-2014 Packaging (with User Guide updates)

This release updates FINANCIER packaging to provide year-specific modules, improved architecture and enhanced functionality for 2013-2014.

Beginning with 2013-14, packaging logic that was previously incorporated in the institutional program (WXPKPyyN) has been generalized and restructured into three base system modules and one significantly reduced institutional program:

• Year-specific subprogram WFPKP14N contains logic to read year-specific files and invoke the new version of the institutional packaging rules
• Year-specific LDA WFPKP14L contains annual and lifetime Direct loan limits
• Copycode WFPKPAKC contains contains non-year-specific packaging logic and look-up routines
• Institutional packaging program WXPKP14N contains institution packaging logic and variable overrides
  
  2013-14 Packaging routines use Dictionary parameter definitions.

Beginning this year, fund criteria input is online, and some parameter changes are introduced.

• Fund input to the Packaging Calculation, WFPKPAKB, which was previously entered and stored in work file 2, is entered for 2013-14 via the Packaging Attributes window (Fund Attributes>Packaging Attributes). Work file 2 is eliminated from 2013-14 processing, but remains in effect for 2012-13. A new file, WF-FUND-PACKAGE, stores the online input. Field Help is provided for all packaging attributes.
• The funds to include in a packaging run, and the priority order in which they are to be addressed, are now specified in the WFPKPAKB job.
• A new fund-specific parameter, CPS Received Date, enables you to select students according to the ISIR-returned application receipt date stamp. Use the fund's Packaging Attributes window to set a CPS Received Date on a fund.

Pell calculation now includes:

• the ability to set an LEU range for awarding an estimated Pell rather than an actual Pell.
  
  Using the online Packaging Attributes window for the Pell fund, you can set a minimum and maximum LEU and enrollment time status for estimated Pell. A student below the minimum gets an actual Pell (assuming all other Pell packaging requirements are met); a student within the range gets an estimated Pell (calculated on the basis of the specified time status); a student above the maximum is not packaged for a Pell award. Estimated Pell is awarded on the PELL-EST fund.
• a new run-specific WFPKPAKB control parameter to add prior-year undisbursed Pell (from the Award file) to the current COD-supplied LEU.
• correction to award distribution for students over 500 LEU. The calculation should now distribute (per regulation) half the scheduled award for fall and the remainder of the calculated award for spring.

Beginning 2013-14, the Pell tables are stored in a new non-year-specific file, WF-PELL, which is loaded by running a new import program, the Pell Tables Import (WFPELIMJ).

See the attached User Guide updates for more information on:

• Packaging Attributes fund setup (pp. 2-96 thru 2-97)
• Packaging Calculation job controls (pp. 3-13, 3-109 thru 3-110)
• Pell and PELL-EST fund setup (pp. 3-108 thru 3-109)
• Pell Import (WFPELIMB) program description (p. 3-104)

Implementation Notes

• This item is required at all client sites that use WolffPack packaging.
• Set up the new WF-FUND-PACKAGE and WF-PELL files:
  1. Load the new file definitions from the SYSOBJH file (fi130402.txt) in the attached zip file to PREDICT.
  2. Change file numbers to match your institution's physical file numbers.
  3. Generate ADABAS files for WF-FUND-PACKAGE and WF-PELL.
  4. Generate DDMs for WF-FUND-PACKAGE and WF-PELL. You may need to set the Generate Security option to YES for the new files.
  5. If NATURAL Security is used, add the new files to NATURAL Security.
  6. Link the new files to your FINANCIER library as Update.
• Load the new and updated modules from the SYSOBJH input file (sy130402.txt) in the attached zip file. Or, you may apply source changes manually for the updated modules. Click on the "mods" link next to the module name for the Differences Report, which shows the previous and current versions of the module side by side. For a further description of the Differences features, click the "Help" link at the top right when the report is displayed.
  • WFFPACKD - new WF-FUND-PACKAGE file PDA
  • WFFPACKM - new WF-FUND-PACKAGE map
  • WFFPACKO - new WF-FUND-PACKAGE I/O subprogram
  • WFFPACKP - new WF-FUND-PACKAGE online maintenance program
  • WFFPACKR - new WF-FUND-PACKAGE file restricted PDA
  • WFFPACKS - new WF-FUND-PACKAGE file shadow file PDA
  • WFFPACKT - new WF-FUND-PACKAGE file security PDA
  • WFFPACKV - new WF-FUND-PACKAGE file control variables PDA
  • WFFPACKZ - new WF-FUND-PACKAGE file edit and masking subroutine
  • WFGTNSLE - new NSLDS LEU lookup subroutine
  • WFGTPELN - new Prior year Pell lookup (undisbursed WF-AWARD data)
  • WFGTU14N - new Year-specific NSLDS LEU subprogram
  • WFPELIMB - new WF-PELL file load (Pell tables delivered as CSV)
  • WFPKP14L - new Year-specific DL limits LDA
  • WFPKP14N - new Year-specific packaging routine
  • WFPKPAKC - new Federal and generalized packaging logic copycode
  • WFPKPELE - new Pell award lookup subroutine
  • WXPKP14N - new sample institutional packaging subprogram
  • WFFATTRP (mods)
  • WFFNDRLB (mods)
  • WFPKFNDD (mods)
  • WFPKFNDN (mods)
  • WFPKLEUE (mods)
  • WFPKPAKB (mods)
  • WFPKPAKD (mods)
  • WFPKPAKN (mods)
  • WFPKSELB (mods)
  • WWREQIBD (mods)
  • WWREQIBE (mods)
• Create your 2013-14 institutional packaging program, using WXPKP14N (below) as a model. The following examples show how a sample WXPKP13N has been restructured to shorten and simplify the 2014 institutional program. If you need further help with this, WolffPack Support will be glad to assist.
  • WFPKP14N (base system module) (mods)
  • WFPKPAKC (base system module) (mods)
  • WXPKP14N (institutionally maintained module) (mods)
• Roll your 2012-13 institutional packaging selection program (WXPKS13N) to create the 2013-14 version.
• Using the Dictionary Import program (WCDICIMB), load the Dictionary input file (dc130402.txt) in the attached zip file.
• Create a PELL-EST fund to be used for awarding an estimated Pell to students who meet the LEU range criteria you set.
• Create a job for the Pell Tables Import, WFPELIMJ, to include work file 1 with a record length of 50.
• Load the 1314 Pell tables into the WF-PELL file using the .csv file (pell_1314.csv) in the attached zip file.
• Create a 2013-14 Packaging Calculation job (WFPKPAKJ) to eliminate work file 2 and accommodate new control parameters and fund parameters. (Work file 2 remains in effect for 2012-13 processing.)
• Perform a CATALL.
• Print the changed pages and User Guide update instructions in the zip file.