Welcome Fellowship Training 200708

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Welcome Fellowship Training 2007-08
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• Understand the difference in graduate student
  appointments and financial aid implications
• Communicate changes in Graduate School Fellowship
  Program
• Understand the impact of offer letters

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• Academic Office Business Office

Graduate School
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Resources

• Fellowship Resources Webpage
• Fellowship Manual
• Graduate Student Employment Manual
• Training Handouts
• GS Funding Database

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Resources, cont.

• GS database
• Fellowship Status Report
• Eligible Fellowship Applicants (HBCU, HSI,
  Tribal)
• Fellows webpage
• Rotating Fellows Feature and list

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Part 1Fellowship Overview
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Fellowship Policies

• Executive Memorandum A-199 (1961)
• Addendum to A-199 (1984)
• Executive Memorandum C-23 (1991)
• Medical Insurance Policy (1997)

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Executive Memorandum A-199

• Definition of a fellowship
• Conditions for acceptance
• Recommended financial provisions
• Policy-making responsibilities

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Fellowship Defined

• Free grant given to the University for the
  support of a graduate student in his or her study
  and/or research. The primary purpose of such a
  grant is to further the education and training of
  the student recipient in his or her individual
  capacity.

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Addendum to A-199

• Sets the charging/costing guidelines for fee
  remits for dual fellowship and assistantship
  appointments
• Reference Fellowship Manual Appendix C

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Addendum A-199 cont.

• Students on a fellowship appointment, who hold an
  additional .25 FTE, are entitled to the graduate
  staff fee remission, as part of the compensation
  benefits. This is an entitlement that cannot be
  waived.

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Executive Memorandum C-23

• Monthly stipend (fellowships) andcompensation
  (assistantships) ranges
• Salary policy is approved by the Board of
  Trustees and communicated to the academic units
  by the Dean of the Graduate School

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Medical Insurance Policy

• All fellowship awards to include a supplement for
  the purchase of medical insurance
• When the fellowship does not provide a
  supplement, the department or school is
  responsible

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Graduate Tuition Scholarships

• August 12, 2003 memo
• GTS administered on a budget-basis not counted as
  waivers
• Federal, Graduate School, Institutional
  Commitments

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Types of Fellowships

• Federal
• Graduate School Administered
• School or Department Endowed
• Foundation
• Industrial

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Part 2Graduate School Fellowships
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GS Recruitment Fellowships (GSRF)

• Andrews
• Carver
• Lynn
• Purdue Doctoral
• Ross

Reference GS Fellow/Assist. Quick Facts 2007-08
(green sheet)
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GS Endowed Fellowships (GSEF)

• Bilsland Dissertation
• Bilsland Strategic Initiatives
• Chappelle
• Knox
• Kruhe
• Puskas

Reference GS Fellow/Assist. Quick Facts 2007-08
(green sheet)
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GS Recruitment Fellowship Changes

• Colleges submitted proposals (based on allocation
  dollars)
• Schools/programs set stipend level
• (estimated stipend minimum 14,628 plus an
  insurance supplement)

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GS Recruitment Fellowship Changes cont

• Technology Fee not covered
• Removed limitation of .25 FTE

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GS Endowed Fellowship Changes
GSEF provides

• tuition and fees (graduate appointment fee,
  technology fee, repair and rehabilitation fee,
  international student fee, differential fee)
• medical insurance supplement

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Reminders for 2007-08

• Diversity fellowships (Knox, Purdue Doctoral, and
  George Washington Carver) are required to
  complete a 500 word diversity essay
• Knox Fellowship will be administered by the
  Graduate School
• Bilsland Strategic Initiatives (BSI) Fellowships
  are student written and submitted
• Budget Narrative is needed for the BSI

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Academic Program selected awards

• Andrews
• Bilsland Dissertation
• Lynn
• Purdue Doctoral
• Ross

Reference Guide to GS Fellowships Awards
2007-08 (purple sheet)
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Graduate School Selected
By members of the graduate faculty

• Chappelle
• George Washington Carver
• Knox
• Kruhe
• Puskas
• Bilsland Strategic Initiatives

Reference Guide to GS Fellowships Awards
2007-08 (purple sheet)
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Fellowship or Assistantship

• Guidelines
• Tax implications
• Financial aid implications
• Reference Fellowship Manual - Guidelines for
  Determining the Status of a Student as a Graduate
  Assistant or Graduate Fellow

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Appointment Limitations

• Assistantship 0.50 FTE
• Fellowship 0.00 FTE
• International students maximum appointment 0.50
  FTE (visa restriction)
• Fellowship does not count towards this requirement

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Need-based Fellowships

• For all financial need-based fellowships (i.e.
  GAANN or Javits), the student must have a FAFSA
  establishing financial need before the award is
  made.

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Financial Aid Eligibility

• Cost of education Aid Loan Eligibility
• Aid includes scholarships, fellowships, and
  assistantships

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The Estimated Cost of Education
(Based on survey conducted by Division of
Financial Aid)
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Financial Aid Calculations
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Bursar Tuition Fee Process

• When registering fellows for classes, do not code
  fellows as assistants.
• Registrar Form 23 (sections 9 and 9a)for
  assistants
• Form 90 covers tuition and fees for fellows

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Part 3 Offer LettersFellowship/Assistantship
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Terms of Appointment

• Title/Type (TA/RA/Fellow)
• Stipend or compensation amount
• Length of appointment
• Tuition fees (how what covered)
• Insurance

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Offer Letter Key Points

• Title of Appointment?
• Fellowship or Assistantship
• Stipend or Compensation amount?
• Fellowship/Stipend
• No Taxes Withheld
• Assistantship/Compensation amount
• Taxes Withheld

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Key Points (continued)

• Length of Appointment?
• Consistent with Award
• Long Term Commitment
• Insurance
• Fellowship/stipend supplement
• Assistantship/PU grad health insurance
• (www.student-resources.net)

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Key Points (continued)

• Tuition
• Assistantship/Tuition Remitted
• Fellowship
• GS Fellowships tuition scholarships
• Federal tuition scholarships
• Institutional commitments tuition scholarships
• Industrial not eligible for tuition scholarship
• Foundation check with Graduate School

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Key Points (continued)

• Fees
• Dependent on Sponsor/Department
• Graduate appointment fee
• Technology fee
• Repair and rehabilitation fee
• International student fee
• Differential fee

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Key Points (continued)

• Resolution of the Council of Graduate.
• Cannot require acceptance prior to April 15th
• Offer Letter Distribution
• Dept. Business Office Graduate School
• Dept. Graduate Chair Student file
• ISS (if international) Others as Needed
• ApplyYourself

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Key Points Offer Letters

• Use Fellowship Offer Response Form
• Copy the Graduate School on the responses
• Academic Office and Business Office audit final
  list of fellows copies Graduate School

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Resources

• Fellowship Resources Webpage
• Fellowship Manual
• Graduate Student Employment Manual
• Training Handouts
• GS Funding Database
• GS database
• Fellowship Status Report
• Eligible Fellowship Applicants (HBCU, HSI, Tribal)

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Resources

• Fellows webpage
• Rotating Fellows Feature and list
• Other resources needed?
• Email fellowships_at_purdue.edu

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Questions
Cyndi Lynch Director of Fellowships and
Professional Development clynch_at_purdue.edu
42598 Ashlee Robertson Director of Financial
Affairs ashlee_at_purdue.edu 41558