Welcome Fellowship Training 2005

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Welcome Fellowship Training 2005
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Training Team
Cyndi Lynch, Director of Fellowships and
Professional Development clynch_at_purdue.edu
42598 Kelly Kater Fellowship Secretary kater_at_purd
ue.edu 42598 Ashlee Robertson Director of
Financial Affairs ashlee_at_purdue.edu 41558
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Objectives

• Understand the difference in graduate student
  appointments and financial aid implications
• Communicate changes in Graduate School Fellowship
  Program
• Understand the impact of offer letters
• Academic Office Business Office

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Agenda

• Fellowship Overview
• Fellowship Program Changes
• Offer Letters

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Reference Material

• Fellowship Manual
• http//www.purdue.edu/GradSchool/downloads/facstaf
  f/fellowshipmanual.pdf

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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
• Attachment 3

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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 is responsible

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Fellowship or Assistantship

• Guidelines
• Tax implications
• Financial aid implications
• Reference 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
• Additional 0.25 FTE Grad appointment permitted
• International students maximum appointment 0.50
  FTE (visa restriction)
• Fellowship does not count towards this requirement

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Financial Aid Eligibility

• Cost of education Aid Loan Eligibility
• Aid includes scholarships, fellowships,
  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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Note

• If a student has a fellowship and an
  assistantship, the fellowship stipend must be
  included in calculating financial aid eligibility.

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Special Note

• When registering fellows for classes, do not code
  fellows as assistants on the Registrar Form 23
  (sections 9 and 9a)
• Division of Financial Aid may be required to bill
  the student for disbursed loan proceeds.

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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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Part 2Graduate School Fellowships
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Types of Fellowships

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

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Graduate School Fellowships

• Andrews
• Bilsland Dissertation
• Carver
• Chappelle
• Knox
• Kruhe

• Lynn
• Purdue Doctoral
• Puskas
• GS Summer Research Grants
• Ross
• Special Initiatives

Reference 2004-05 GS Fellowships Guidelines
(purple sheet)
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Changes occurring in 2004-05

• Allocation are made in dollars, not in numbers
• Schools/programs set stipend level
• (minimum 14,000 plus insurance tech fee )

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Changes occurring in 2004-05

• Diversity fellowships (Knox, Purdue Doctoral) are
  selected by the School/College
• Diversity fellowships (Knox, Purdue Doctoral, and
  George Washington Carver) are required to
  complete a 500 word diversity essay
• Special Initiatives fellowships are student
  written and submitted

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Awards selected by Academic Program

• Andrews
• Dissertation
• Knox
• Lynn
• Purdue Doctoral
• Ross
• Summer Research Grants

Reference Guide to Graduate School Awards
(purple sheet)
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Graduate School Selected

• Chappelle
• George Washington Carver
• Kruhe
• Puskas
• Special Initiatives

Reference Guide to Graduate School Awards
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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 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
• 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

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Key Points (continued)

• Offer Letter Distribution
• Dept. Business Office Graduate School
• Dept. Graduate Chair Student file
• ISS (if international) Others as Needed

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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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Fellowship Resources

• Fellowship Manual
• HBCU, HSI, Tribal college report
• Funding web pagehttp//www.gradschool.purdue.edu/
  funding/
• Fellows web pagehttp//www.gradschool.purdue.edu/
  funding/fellows.cfm
• Fellows recognitionhttp//www.gradschool.purdue.e
  du/funding/indextemp.cfm

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Fellowship Resources

• 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 Kelly Kater Fellowship Secretary kater_at_purd
ue.edu 42598 Ashlee Robertson Director of
Financial Affairs ashlee_at_purdue.edu 41558