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IR Financial Aid Reporting and COVID-19-HEERF Funding

IR Financial Aid Reporting and COVID-19-HEERF Funding

Overview

For University Institutional Research and Reporting (UIRR) reports, financial aid includes funds that meet these guidelines[1]:

The student received the funds because of their postsecondary enrollment.
The funds were either not considered payment for employment, or were need-based work study.
The funds are not offset by a corresponding reduction in students’ Cost of Attendance. Note that UIRR includes funds awarded to students who have not had a Cost of Attendance calculated in the Student Information System (SIS).
The funds are available for paying any of the standard financial aid costs of attendance, including tuition, mandatory fees, books/supplies, room, board, transportation, and personal expenses.

These guidelines come from the concept of Estimated Financial Assistance (EFA) in the federal financial aid regulations. UIRR also includes certain funds that are excluded from EFA in some cases, but are required for reporting, namely GI Bill veterans’ education benefits and AmeriCorps education benefits.

[1] See these resources: https://usss.iu.edu/doc/pay_to_students.pdf , https://fsapartners.ed.gov/knowledge-center/library/conference-presentations/2005-07-14/unexplained-side-resources-and-estimated-financial-assistance (especially slide 57), https://fsapartners.ed.gov/knowledge-center/fsa-handbook (volume 3, chapter 7 on packaging aid), and Title 34 → Subtitle B → Chapter VI → Part 673 → Subpart B → §673.5 (Overawards – Estimated Financial Assistance) on https://www.ecfr.gov .

The federal CARES Act of 2020 (Coronavirus Aid, Relief, and Economic Security Act) provided funds to assist students and universities during the COVID-19 pandemic by creating the Higher Education Emergency Relief Fund (HEERF). Subsequent federal legislation has provided more HEERF funding for students and universities. Although HEERF funds have the characteristics listed above for reportable financial aid, federal and state guidelines indicate that a sizeable portion of these funds, especially in 2019-20, should have “no effect” on students’ cost of attendance, need analysis, or other financial aid[1]. Also, any “no effect” funds are to be excluded from most financial aid reporting[2]. The same is true for IU funds that were used to reimburse students for room, board, and tuition charges during the pandemic[3], and these latter funds are referred to below as IU COVID-19 refunds of institutional charges.

In most cases, IU staff need to exclude these “no effect” funds when reporting financial aid figures to match UIRR reports. The exceptions to this are listed in the Guidelines for Reporting section below. To assist users, the sections below explain where HEERF, IU COVID-19 refunds of institutional charges, and other IU COVID-19-related gift aid are recorded, and where they are excluded from various UIRR financial aid tables and fields.

Please note that the terms “CARES” and “HEERF” are used interchangeably throughout this document, and in the IUIE reports referenced below.

Guidelines for Reporting

Beginning in mid-November 2020, most UIRR reports will exclude federal HEERF “no effect” funds and IU COVID-19 refunds of institutional charges. One exception is Section 1, Parts A-C of the IPEDS student financial aid survey[4], which will include federal HEERF “no effect” gift aid (as described above in the Overview) but not IU COVID-19 refunds of institutional charges[5]. If there are any additional reports that include HEERF “no effect” gift aid, they will be specialized reports that explicitly state that these funds are included.

In addition, we expect there will be internal reporting and analysis needs related to students who received these funds. As a result, both HEERF “no effect” gift aid and IU COVID-19 refunds of institutional charges appear in the UIRR financial aid award detail snapshot table as gift aid, as well as in specialized columns in other UIRR snapshot tables. IU staff who access these tables through the IUIE or by using SQL need to familiarize themselves with how to either exclude or identify these funds, and the next section explains this for each table and view.

Tables and Views with HEERF “No Effect” Gift Aid and IU COVID-19 Refunds of Institutional Charges

UIRR Financial Aid Award Detail Snapshot

The UIRR financial aid award detail snapshot table[6] lists each separate student award by snapshot[7]. To facilitate reporting, the IUIE data group for this table (IR_FA_AWD_DTL_GT) has two derived columns that indicate whether funds represent HEERF “no effect” gift aid or IU COVID-19 refunds of institutional charges.

One of these derived columns is the IR Award Program Category[8] (IR_AWD_PGM_CTGRY_CD/DESC). Here are the IR Award Program Category values assigned to COVID-19-related funds, and the first two values represent “no effect” gift aid that are excluded from most UIRR reports:

	IR Award Program Category Code	Category Description
Excluded from most UIRR Reports	FED_CARES_ACT_GIFT_NO_EFFECT_ON_NEED	Federally Funded HEERF Grants Not Meeting Need
Excluded from most UIRR Reports	INST_GIFT_COVID_NO_EFFECT_ON_NEED	IU Gift Aid - COVID-19 Refunds of Institutional Charges Not Meeting Need
Included in UIRR reports¹⁰	FED_CARES_ACT_GIFT_MEETS_NEED	Federally Funded HEERF Grants Meeting Need¹⁰
Included in UIRR reports¹⁰	INST_GIFT_COVID_MEETS_NEED	IU Gift Aid - COVID-19 Pandemic Gift Aid Meeting Need¹⁰

Note that the latter two IR Award Program Categories in the grid above are included in all UIRR reports, and this is because these awards are set up in the IU Student Information System (SIS) to affect a student’s financial aid eligibility[9].

A second derived column is the IR Reportable Aid Category (IR_RPTBL_AID_CTGRY_DESC). Below are the values in this field. Note that the value “Reportable Financial Aid” includes the latter two IR Award Program Categories listed above, as well as the other reportable IR Award Program Categories listed in Appendix B below.

IR Reportable Aid Category Values

Reportable Financial Aid

Federal HEERF No Effect Gift Aid - Exclude From Most Reporting

IU COVID-19 Refunds of Institutional Charges Not Meeting Need - Exclude From Most Reporting

The IUIE report IR_FA_AWD_DTL_GT has user parameters for both of these derived columns. The parameter for the IR Reportable Aid Category is pre-set to only return “Reportable Financial Aid” values, which is appropriate for most reporting.

UIRR Annual Enrolled-Degree Summary with Financial Aid

This view[10] summarizes the student attributes of enrolled students and IU degree recipients, by aid year, IR snapshot period, student university ID, and reporting campus[11] to match official IR financial aid reports, such as annual reports to the Indiana Commission for Higher Education Data Submission System (CHEDSS) and most UIRR Tableau financial aid recipient and amount reports.

Most of the aggregated amount columns in this view exclude federal HEERF “no effect” gift aid and IU COVID-19 refunds of institutional charges, but include the “reportable aid” categories of COVID-19-related funds. A list of these columns is in Appendix A below.

This view also has amount columns by award program/category that sum to the total aid by funding source. For these, the reportable aid categories, HEERF “no effect” gift aid, and IU COVID-19 refunds of institutional charges are reported in separate columns. Here (and on the next page) are the mutually exclusive amount columns for federal gift aid, and the latter two columns in red should be excluded from most reporting.

Federal Gift Aid Programs/Categories - Mutually Exclusive Columns
IUIE Column Description	Column Name	Notes
Pell Grant AY Amount	IR_GFT_PELL_AY_AMT
Supplemental Education Opportunity Grant AY Amount	IR_GFT_SEOG_AY_AMT
Fed. Veterans Benefit and Military Tuition Assistance AY Amount	IR_GFT_FED_VET_AY_AMT	There are three other sub-total fields that include subsets of this fall + spring academic year amount column: a) Military Tuition Assistance, b) Post-911 GI Tuition Benefit, and c) Other Veterans Benefit
Federal Other Gift Aid AY Amount	IR_GFT_FED_OTHR_AY_AMT
Pell Grant SU Amount	IR_GFT_PELL_SU_AMT
Supplemental Education Opportunity Grant SU Amount	IR_GFT_SEOG_SU_AMT
Fed. Veterans Benefit and Military Tuition Assistance SU Amount	IR_GFT_FED_VET_SU_AMT	There are three other sub-total fields that include subsets of this summer amount column: a) Military Tuition Assistance, b) Post-911 GI Tuition Benefit, and c) Other Veterans Benefit

Federal Gift Aid Programs/Categories - Mutually Exclusive Columns (continued)
IUIE Column Description	Column Name	Notes
Federal Other Gift Aid SU Amount	IR_GFT_FED_OTHR_SU_AMT
Federal HEERF Gift Aid AY - Eligible to Meet Need	IR_GFT_FED_CARES_MTND_AY_AMT
Federal HEERF Gift Aid SU - Eligible to Meet Need	IR_GFT_FED_CARES_MTND_SU_AMT
Federal HEERF Gift Aid AY - Not Reported as Aid	IR_GFT_FED_CARES_NOEFCT_AY_AMT	Exclude this from most reporting.
Federal HEERF Gift Aid SU - Not Reported as Aid	IR_GFT_FED_CARES_NOEFCT_SU_AMT	Exclude this from most reporting.

Here are the mutually exclusive amount columns for IU gift aid/grants, and the latter two columns in red should be excluded from most reporting.

IU/IUF Gift Aid Programs/Categories - Mutually Exclusive Columns
IUIE Column Description	Column Name	Notes
IU Endowed/IU Foundation Gift Aid AY Amount	IR_GFT_IUF_ENDW_INST_AY_AMT
IU Gift Aid AY Amount - Other Source	IR_GFT_OTHR_INST_AY_AMT
IU Endowed/IU Foundation Gift Aid SU Amount	IR_GFT_IUF_ENDW_INST_SU_AMT
IU Gift Aid SU Amount - Other Source	IR_GFT_OTHR_INST_SU_AMT
IU COVID-19 Gift Aid AY - Eligible to Meet Need	IR_GFT_INST_COVID_MTND_AY_AMT
IU COVID-19 Gift Aid SU - Eligible to Meet Need	IR_GFT_INST_COVID_MTND_SU_AMT
IU COVID-19 Refunds of Institutional Charges AY - Not Reported as Aid	IR_GFT_INST_COVID_NOEFCTAY_AMT	Exclude this from most reporting.
IU COVID-19 Refunds of Institutional Charges SU - Not Reported as Aid	IR_GFT_INST_COVID_NOEFCTSU_AMT	Exclude this from most reporting.

UIRR Financial Aid Award Summary Snapshot

This view[12] summarizes the student attributes of enrolled students and IU degree recipients, by aid year, IR snapshot period, student university ID, and campus.

This view has the same columns as the UIRR Annual Enrolled-Degree Summary with Financial Aid report described above:

Aggregated amount columns that exclude HEERF “no effect” gift aid and IU COVID-19 refunds of institutional charges (see Appendix A below).
Amount columns by award program/category, as listed in the two previous grids for federal and IU/IUF gift aid.

However, please note the following differences between this report and the UIRR Annual Enrolled-Degree Summary with Financial Aid report described above:

This view lists students enrolled at a combination of Indianapolis, Columbus, and/or IU Fort Wayne on a separate row for each campus.
This view displays all financial aid recipients, including those who are excluded from the UIRR Annual Enrolled-Degree Summary with Financial Aid report due to withdrawal from classes.

Appendix A: Aggregated amount columns that exclude federal HEERF “no effect” gift aid and IU COVID-19 refunds of institutional charges

The columns on the following pages are in the following IUIE data groups:
1. UIIR Annual Enrolled-Degree Summary with Financial Aid - IR_FA_ENRL_DEGR_AWD_SUM_GT
2. UIRR Financial Aid Award Summary Snapshot - IR_FA_AWD_SUM_GT
Note that the columns on the following pages include these “reportable aid” categories of federal and IU COVID-19 funds:

	IR Award Program Category Code	Category Description
Included in UIRR reports	FED_CARES_ACT_GIFT_MEETS_NEED	Federally Funded HEERF Grants Meeting Need
Included in UIRR reports	INST_GIFT_COVID_MEETS_NEED	IU Gift Aid - COVID-19 Pandemic Gift Aid Meeting Need

Columns that exclude HEERF "no effect" gift aid and IU COVID-19 refunds of institutional charges
IUIE Column Description	Column Name
IR Aid Yr Gift Aid Indicator	IR_AID_YR_GFT_IND
IR Aid Yr IU-funded Gift Aid Indicator	IR_AID_YR_IU_GFT_IND
IR Aid Yr Non-IU Gift Aid Indicator	IR_AID_YR_NON_IU_GFT_IND
IR Aid Year Gift Aid Amount	IR_AID_YR_GFT_AMT
IR Aid Year Gift Aid Amount Excl. Vet Benefits	IR_AID_YR_GFT_EXCL_VET_AMT
IR Aid Yr IU-funded Gift Aid Amount	IR_AID_YR_IU_GFT_AMT
IR Aid Yr Non-IU Gift Aid Amount	IR_AID_YR_NON_IU_GFT_AMT
IR Acad Year Gift Aid Amount	IR_ACAD_YR_GFT_AMT
IR Acad Year Gift Aid Amount Excl. Vet Benefits	IR_ACAD_YR_GFT_EXCL_VET_AMT
IR Acad Year IU Gift Aid Amount	IR_ACAD_YR_IU_GFT_AMT
IR Acad Year Non-IU Gift Aid Amount	IR_ACAD_YR_NON_IU_GFT_AMT
Gift Aid Meeting Need AY Amount	IR_MEET_NEED_GFT_AY_AMT
IU Aid Yr Gift Aid - General Funds - Need-Based	STU_IU_GFT_GENFND_NEED_AMT
IU Aid Yr Gift Aid - General Funds - Merit-Based	STU_IU_GFT_GENFND_MRT_AMT
IU Aid Yr Gift Aid - General Funds - Both Need- and Merit-Based	STU_IU_GFT_GENFND_BOTH_AMT
IU Aid Yr Gift Aid - General Funds - Neither Need- nor Merit-Based	STU_IU_GFT_GENFND_NEITHER_AMT
IU Aid Yr Gift Aid - General Fund - Consolidated Need-Based Total	STU_IU_GFT_GENFND_ND_SBTL_AMT
IU Aid Yr Gift Aid - General Fund - Consolidated Merit-Based Total	STU_IU_GFT_GENFND_MT_SBTL_AMT
IU Aid Yr Gift Aid - General Fund Total	STU_IU_GFT_GENFND_TTL_AMT
IU Aid Yr Gift Aid - IU Foundation or IU Endowed - Need-Based	STU_IU_GFT_ENDIUF_NEED_AMT
IU Aid Yr Gift Aid - IU Foundation or IU Endowed - Merit-Based	STU_IU_GFT_ENDIUF_MRT_AMT
IU Aid Yr Gift Aid - IU Foundation or IU Endowed - Both Need- and Merit-Based	STU_IU_GFT_ENDIUF_BOTH_AMT
IU Aid Yr Gift Aid - IU Foundation or IU Endowed - Neither Need- nor Merit-Based	STU_IU_GFT_ENDIUF_NEITHER_AMT
IU Aid Yr Gift Aid - IU Foundation or IU Endowed - Consolidated Need-Based Total	STU_IU_GFT_ENDIUF_ND_SBTL_AMT
IU Aid Yr Gift Aid - IU Foundation or IU Endowed - Consolidated Merit-Based Total	STU_IU_GFT_ENDIUF_MT_SBTL_AMT
Columns that exclude HEERF "no effect" gift aid and IU COVID-19 refunds of institutional charges (continued)
IUIE Column Description		Column Name
IU Aid Yr Gift Aid - IU Foundation and IU Endowed Total		STU_IU_GFT_ENDIUF_TTL_AMT
IU Aid Yr Gift Aid - Other Sources - Need-Based		STU_IU_GFT_OTHR_NEED_AMT
IU Aid Yr Gift Aid - Other Sources - Merit-Based		STU_IU_GFT_OTHR_MRT_AMT
IU Aid Yr Gift Aid - Other Sources - Both Need- and Merit-Based		STU_IU_GFT_OTHR_BOTH_AMT
IU Aid Yr Gift Aid - Other Sources - Neither Need- nor Merit-Based		STU_IU_GFT_OTHR_NEITHER_AMT
IU Aid Yr Gift Aid - Other Sources - Consolidated Need-Based Total		STU_IU_GFT_OTHR_ND_SBTL_AMT
IU Aid Yr Gift Aid - Other Sources - Consolidated Merit-Based Total		STU_IU_GFT_OTHR_MT_SBTL_AMT
IU Aid Yr Gift Aid - Other Sources Total		STU_IU_GFT_OTHR_TTL_AMT

Appendix B: IR Award Program Categories (IR_AWD_PGM_CTGRY_CD/DESC)

	IR Award Program Category Code	Category Description
Excluded from most UIRR Reports	FED_CARES_ACT_GIFT_NO_EFFECT_ON_NEED	Federally Funded HEERF Grants Not Meeting Need
Excluded from most UIRR Reports	INST_GIFT_COVID_NO_EFFECT_ON_NEED	IU Gift Aid - COVID-19 Refunds of Institutional Charges Not Meeting Need
Included in UIRR reports	FED_CARES_ACT_GIFT_MEETS_NEED	Federally Funded HEERF Grants Meeting Need
	INST_GIFT_COVID_MEETS_NEED	IU Gift Aid - COVID-19 Pandemic Gift Aid Meeting Need
	FED_ASG	Federal ACG and SMART Grants
	FED_GEAR_UP	Federal Gear Up Grants
	FED_OTHER_GIFT_BOTH_MERIT_AND_NEED	Federal Other Gift Aid - Both Merit and Need
	FED_OTHER_GIFT_MERIT	Federal Other Merit-based Gift Aid
	FED_OTHER_GIFT_NEED	Federal Other Need-based Gift Aid
	FED_OTHER_GIFT_NEITHER_MERIT_NOR_NEED	Federal Other Gift Aid - Neither Merit nor Need
	FED_PELL	Federal Pell Grant
	FED_ROBERT_BYRD	Federal Robert Byrd Scholarship

	IR Award Program Category Code (continued)	Category Description
Included in UIRR reports	FED_SEOG	Federal Supplemental Educational Opportunity Grant
	FED_VETERANS_GIFT	Federal Veterans or Military Tuition Assistance Gift Aid
	INST_GIFT_ATHLETIC	IU Gift Aid - Undergraduate Athletic Scholarship
	INST_GIFT_ENDIUF_BOTH_MERIT_AND_NEED	IU Gift Aid - Endowed/IU Foundation - Both Merit and Need
	INST_GIFT_ENDIUF_MERIT	IU Gift Aid - Endowed/IU Foundation - Merit-based
	INST_GIFT_ENDIUF_NEED	IU Gift Aid - Endowed/IU Foundation - Need-based
	INST_GIFT_ENDIUF_NEITHER_MERIT_NOR_NEED	IU Gift Aid - Endowed/IU Foundation - Neither Merit nor Need
	INST_GIFT_FEE_COURTESY	IU Gift Aid - Faculty/Staff Tuition Benefit
	INST_GIFT_FEE_REMIT_EXCL_SCHOL	IU Gift Aid - Fee Remissions Other Than Named Scholarships
	INST_GIFT_GENFND_BOTH_MERIT_AND_NEED	IU Gift Aid - General Fund - Both Merit and Need
	INST_GIFT_GENFND_MERIT	IU Gift Aid - General Fund - Merit-based
	INST_GIFT_GENFND_NEED	IU Gift Aid - General Fund - Need-based
	INST_GIFT_GENFND_NEITHER_MERIT_NOR_NEED	IU Gift Aid - General Fund - Neither Merit nor Need
	INST_GIFT_IN_STATUTORY_COUNTY	IU Gift Aid - Indiana Statutory - County Fee Remission
	INST_GIFT_IN_STATUTORY_NONRES_CVO	IU Gift Aid - Indiana Statutory - Non-resident CVO
	INST_GIFT_IN_STATUTORY_NONRES_MILITARY	IU Gift Aid - Indiana Statutory - Non-resident Active Military
	INST_GIFT_IN_STATUTORY_SENIOR_CITIZEN	IU Gift Aid - Indiana Statutory - Senior Citizen

	IR Award Program Category Code (continued)	Category Description
Included in UIRR reports	INST_GIFT_MATCH_BOTH_MERIT_AND_NEED	IU Gift Aid - Genl Fund/IUF Match - Both Merit and Need
	INST_GIFT_MATCH_MERIT	IU Gift Aid - Genl Fund/IUF Match - Merit-based
	INST_GIFT_MATCH_NEED	IU Gift Aid - Genl Fund/IUF Match - Need-based
	INST_GIFT_OTHER_BOTH_MERIT_AND_NEED	IU Gift Aid - Genl Fund/IUF Match - Neither Merit nor Need
	INST_GIFT_OTHER_MERIT	IU Gift Aid - Other Funding - Merit-based
	INST_GIFT_OTHER_NEED	IU Gift Aid - Other Funding - Need-based
	INST_GIFT_OTHER_NEITHER_MERIT_NOR_NEED	IU Gift Aid - Other Funding - Neither Merit nor Need
	INST_GIFT_SAA_FEE_REMIT	IU Gift Aid - Student Academic Appointee Fee Remit
	INST_GIFT_VETERANS_YELLOW_RIBBON_MATCH	IU Gift Aid - IU Match of Federal Post 9-11 GI Bill Yellow Ribbon
	LOAN_PARENT_FED_PLUS_NEITHER	Federal Loan - Parent PLUS - Neither Merit Nor Need
	LOAN_PARENT_PRIVATE_NEITHER	Private Loan - Parent - Neither Merit Nor Need
	LOAN_STU_FED_GRADUATE_PLUS_NEITHER	Federal Loan - Grad. Student PLUS - Neither Merit Nor Need
	LOAN_STU_FED_HEALTH_NURSING_NEED	Federal Loan - Health and Nursing - Need-based
	LOAN_STU_FED_HEALTH_NURSING_NEITHER	Federal Loan - Health and Nursing - Neither Merit Nor Need
	LOAN_STU_FED_PERKINS_NEED	Federal Loan - Perkins - Need-based
	LOAN_STU_FED_STAFFORD_SUB_NEED	Federal Loan - Stafford Subsidized - Need-based
	LOAN_STU_FED_STAFFORD_UNSUB_NEITHER	Federal Loan - Stafford Unsubsidized - Neither Merit Nor Need

	IR Award Program Category Code (continued)	Category Description
Included in UIRR reports	LOAN_STU_INST_NEED	IU Loan - Endowed - Need-based
	LOAN_STU_INST_NEITHER_MERIT_NOR_NEED	IU Loan - Endowed - Neither Merit nor Need
	LOAN_STU_PRIVATE_NEITHER	Private Loan - Student - Neither Merit Nor Need
	PRIVATE_GIFT	Private Gift Aid - Other
	PRIVATE_ROBERT_BYRD	Private Gift Aid - Non-Indiana Robert Byrd Scholarship
	SSACI_21ST_CT	SSACI 21st Century Scholarship
	SSACI_ACTIVE_NATIONAL_GUARD	SSACI Active Indiana National Guard Grant
	SSACI_CVO_NATIONAL_GUARD	SSACI CVO National Guard Grant
	SSACI_CVO_PUBLIC_SAFETY_OFFICER	SSACI CVO Public Safety Officer Grant
	SSACI_CVO_VETERAN	SSACI CVO Child of Disabled Veteran Grant
	SSACI_GEAR_UP	SSACI Gear Up Grant
	SSACI_HEA_FT	SSACI Obannon Higher Education Award - Full Time
	SSACI_HEA_FT_INCENTIVE_ACAD_HONOR	SSACI Obannon Performance Incentive - Academic Honors
	SSACI_HEA_FT_INCENTIVE_ACCEL	SSACI Obannon Performance Incentive - Accelerated Schedule
	SSACI_HEA_FT_INCENTIVE_ASSOC_DEGR	SSACI Obannon Performance Incentive - Associate Degree
	SSACI_HEA_PT	SSACI Obannon Higher Education Award - Part Time
	SSACI_HOOSIER_SCHL	SSACI Hoosier Scholarship
	SSACI_MINORITY_TCHR_SPECIAL_ED_OT_PT	SSACI Minority Teacher/Special Education Scholarship
	SSACI_NURSING_SCHL	SSACI Nursing Scholarship
	SSACI_ROBERT_BYRD	SSACI Robert Byrd Scholarship

	IR Award Program Category Code (continued)	Category Description
Included in UIRR reports	STATE_OTHER_GIFT_BOTH_MERIT_AND_NEED	State of Indiana Other Gift Aid - Both Merit and Need
	STATE_OTHER_GIFT_MERIT	State of Indiana Other Merit-based Gift Aid
	STATE_OTHER_GIFT_NEITHER_MERIT_NOR_NEED	State of Indiana Other Gift Aid - Neither Merit nor Need
	STATE_VOC_REHAB	State of Indiana Vocational Rehab. Gift Aid
	WORKSTUDY_DISBURSED_FED_NEED	Work Study - Federal - Need-based - Disbursed
	WORKSTUDY_DISBURSED_SSACI_NEED	Work Study - State of Indiana - Need-based - Disbursed
	WORKSTUDY_ESTIMATE_FED_NEED	Work Study - Federal - Need-based - Estimated

[1] See https://ifap.ed.gov/electronic-announcements/040320UPDATEDGuidanceInterruptStudyRelCOVID19 (under Need Analysis). Note that the CARES Act includes different programs, and funds from some programs may be used for financial aid that affects need analysis; those exceptional cases are treated as reportable aid.

[2] See for example page 14 of the following, where CARES Act funds are excluded from part of the IPEDS student financial aid survey for 2019-20: https://www.airweb.org/docs/default-source/media/scripts/2020-21_nces_ipeds_updates.pdf?sfvrsn=3e3899f3_2 . The Indiana Commission for Higher Education Data Submission System (CHEDSS) instructs institutions to exclude CARES Act funds from all portions of the 2019-20 data submission, per 10/13/2020 guidance from Jake Burns, ICHE Director of Business Intelligence and Delivery.

[3] See http://ifap.ed.gov/sites/default/files/attachments/2020-03/COVID-19FAQs.docx.

[4] The IPEDS Student Financial Aid surveys for each campus are published on the UIRR website under Student Financial Aid at this URL: https://uirr.iu.edu/compliance/ipeds/index.html .

[5] See page 14 of the following: https://www.airweb.org/docs/default-source/media/scripts/2020-21_nces_ipeds_updates.pdf?sfvrsn=3e3899f3_2 . Note that federal CARES Act “no effect” gift aid is excluded from the IPEDS survey Parts D-E that are used for IPEDS average net price, per guidance from IPEDS.

[6] This table is published for IU staff as IR_FA_AWD_DTL_GT in the IUIE, which combines underlying tables such as IR_FA_AWD_DTL_SNPSHT_ST. The granularity of this table is by snapshot, student university ID, academic term, campus, award item type, award third party contract (if applicable), award SF reference description (if applicable), general ledger expense account, and general ledger object code.

[7] The different UIRR snapshots are explained on this UIRR website: https://uirr.iu.edu/resources/ir-calendars/uirr-by-module/index.html#Financial%20Aid .

[8] Note that valid values for the Award Program Category are available to SQL users in the table DSS_RDS.IR_FA_AWD_PGM_CTGRY_DM, where IR_AWD_PGM_CTGRY_CUR_IND = 'Y'. A list of these values is below in Appendix B.

[9] In the SIS, the reportable CARES Act and IU COVID-19 financial aid awards are processed using financial aid item types with a “meet need cost” setting of “conditional” instead of “no effect.” See Footnote 2 above regarding the small subset of CARES Act funds that can meet need, are considered in need analysis, and are thus considered reportable. The IU COVID-19 funds that can meet need exclude funds that were used to reimburse students for room, board, and tuition charges during the pandemic.

[10] Published as IR_FA_ENRL_DEGR_AWD_SUM_GT in the IUIE.

[11] For the reporting campus, the Indianapolis, Columbus, and IU Fort Wayne campuses are combined into one row per student, year, and snapshot for those enrolled at two or three of these campuses. Otherwise, the reporting campus is the same as the student’s enrollment or degree campus.

[12] Published as IR_FA_ENRL_DEGR_AWD_SUM_GT in the IUIE.