SAM

1
SAM ProSAM SYSTEMSINFORMATION FLOW
Admissions Student Rec.. Integration
Financial Verification
BSP
COM
Student Need Analysis
External Data Exchange
BIO
Aid Application
2
SAM ProSAM Student Need Analysis
Financial Aid Process Overview
(FAFSA)
(ISIR Corrections)
(SAR - ESAR)
(ISIR)
Student
3
SAM ProSAM Student Need Analysis
CPS Database Match Overview
Prisoner Match (Discontinued)
Valid Soc. Sec
SOC SEC
NSDLS
INS
IRS
SEL SERV
CPS
4
SAM ProSAM Student Need Analysis

• Need Analysis Components

Table Audit Data Dictionary (TADD)
SAM Database
5
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)

Table Audit Data Dictionary (TADD)
Legend Red lettering represents SAM file
Name Green lettering represents TADD short Table
Name O Affects the On-line Process B Affects
the Batch Process
6
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• TADD Screen

TADD SAM 2003 (AAB) SNX DEFAULTS UPDATE gt
________________________________
TATU
2/2 01/22/02   L30 FISCYR 03 L40
FISCYR 03   TOLER 99999 MDETYPE C
FORMAT E PROCESS S
MSGOPT Y COMPUTE A
KEYOP Y TYPETRM O
REPORT D NINEMTH Y
FARPRNT S DEPEND Y
SAMFILE O FAROPT S EFCOPT
P KEYOP Y UPOPGI Y
INDPC Y SARPROC
P                 KP1 PRev KP12
UPdate PF __
7
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)

SAM Database
Need Analysis Module (SNB, SNF, SNS, SNP, AMS,
AMD)
Legend Red lettering represents SAM file
Name Green lettering represents TADD short Table
Name O Affects the On-line Process B Affects
the Batch Process
8
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Programs

• ISIR Load Programs
• CASU80 ISIR Load Program (SAM ProSAM)
• CASU10x Tracking Assignment Routine
• CAST10x Tracking Assignment Routine
• CASU81x ISIR Pre-processor (ProSAM)
• CASU90x ISIR Pre-processor Institutional Match
• CASU91 ISIR Pre-processor Unique ID Generator
• CASU82x ISIR Pre-processor AMS/AMD File
  Maintenance

9
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Programs

• Online Screens
• Need Analysis Initial Menu Screen (LM) - SAM
• FACLUM
• Need Analysis Screens Pages 1 26 (LU1-26) - SAM
• FACLU1-9 FACLUA-Q
• Need Analysis Calculation SAM
• FACLCx (1, 2, 3)

10
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Screens

  SAM YR 2003 NEED ANALYSIS MENU gt
________________________________
FALM
1/1 08/07/00 Id 111223333 Name
BEHAPPY/DONTWORRY Privacy S Page
------- Descriptions ------- S Page -------
Descriptions ------- _ 1 Student Base Data
_ 13 Parent Income Data, Base
Year _ 2 Student Status Data _
14 Parent Allowances, Base Year _ 3 Student
Income Data, Base Year _ 15 Parent Income
Data, Proj Year _ 4 Student Allowances, Base
Year _ 16 Parent Allowances, Proj Year _
5 Student Income Data, Proj Year _ 17
Parent Asset Data _ 6 Student Allowances,
Proj Year _ 18 Parent Contribution Data _
7 Student Asset Data _ 19
Student Demographic _ 8 Student Contribution
Data _ 20 Student College/Stafford _
9 DOE--FM Contribution Data _ 21
Student Application Area _ 10 Alternate
Contribution Data _ 22 Flags Indicators
Exclusions _ 11 Additional/State Data
_ 23 Non-Custodial Parent Data _ 12 Parent
Status Data _ 24 Non-Custodial
Parent Data _ 25 CSS Profile Data
_ 26 Comment/Reject Codes Screen SUMMARY
---- Ovr Primary Secondary REVISION User Rl
Pgm RevDate RevTime Family Cntrb 23146
SNB-Base 29 L41 03/05/02
070530
SNF-Federal 18 L41 03/05/02 070530
Parents Type R Regulr SNP-Parent
22 L41 03/05/02 070530 Student Type R
Regulr SNS-Student 22 L41
03/05/02 070530 STATUS Dep D Sam R Cmp C
Far P SNI-Inst. KP5
HElp PF __
11
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Screens

SAM YR 2003 SNA - STUDENT UPDATE gt
________________________________
LU
02/26 11/19/03 Id 111223333 Name
BEHAPPY/DONTWORRY PRIVACY  
Description ECAR Fed Meth Revised Src
Calc Sts Students Marital U Unmarr _
_ Age of Student
__ _ 17 C Size of Household
__ _ Number Exemptions
00 __ _ Number in College
__ _ Tax Return Filed Z FEZ/A E
EEZ/A/ Z FEZ/A/ _ Filed/Elig to file 2
D _ _ _ _ VA Contrib Months
00 __ _ VA Contrib Amt/Mon
0 ________ _ VA Contr Total
________ _ Total Vet Benefits
________ _     FC 23146
DepSt D PriType R SecType   KP1 PRev KP2
NExt KP5 HElp KP11 COmput KP12
UPdate PF __
12
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Screens

• 1st column Description - contains a description
  of the Need Analysis data elements used on the
  EFC calculation
• 2nd ECAR - contains the Electronic Correction
  Application
• Reported Information (ECAR)
• 3rd Fed Meth - contains the Federal Methodology
  Information
• loaded from the ISIR record
• 4th Revised - contains any revisions /
  adjustments you make
• 5th Src (Source) - source of revisions /
  adjustments
• (value T tax form, V verification
  wksheet, S student,
• P parent, D documentation, E forced
  electronic
• correction, O override of federal
  assumption,
• professional judgment.
• 6th Calc (Calculation) - contains calculations
  and / or assumptions
• 7th Sts (Status) - indicates whether the
  information on this field is included in the
  EFC calculation. Values are eXclusion,
• Inclusion, Assumption, Calculation.

13
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Screens

SAM YR 2003 SNA - STUDENT UPDATE gt
_________________________________
LU
09/26 12/28/00 Id 111223333 Name
BEHAPPY/DONTWORRY PRIVACY  
Primary Secondary
Fed Meth
Fed Meth Type Calc. R Regular SC Assets
350 SC Income
1747 Total SC 2097
0   Type Calc. R
Regular PC Assets 5473 PC
Income 15576 Total PC
21049 0 Simp
Needs Test N
Paid EFC Total FC
23146   FisapTI 96500
Pell FC 23146 Independ PC 0 EFC
ChgFl Official SC
Official PC FC
Override _ Official FC   KP1 PRev
KP2 NExt KP5 HElp KP11 COmput
KP12 UPdate PF __
14
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Screens

SAM YR 2003 Comment/Reject Codes
BROWSE gt ______________________ STUDENT HAS NO
REJECT CODES LU
26/26 04/07/03 Id 111223333 Name
BEHAPPY/DONTWORRY PRIVACY   Display
(R OR C) C COMMENTS COMMENT CODE 112 We
have applied a formula to the financial aid
information you submitted. The result of
this formula will be used by your school to
determine your eligibility for most types of
federal student aid. See your FAA to
determine what types of student aid you may
be able to receive. Based on the information you
gave us, you are not eligible for a Federal
Pell Grant but you may be eligible for other
aid. All the schools listed on this ISIR will
receive an electronic report of your
information. Unless a school tells you
otherwise, you do not need to submit this ISIR
to any school. Keep the ISIR in case you need
to make corrections, or if you decide to
attend a school that is not listed.
Financial Aid Procedure The student must
bring a copy of their birth certificate as proof
of citizenship. COMMENT CODE 171 KP1 PRev
KP2 NExt KP3 HfBack KP4 HfFwd KP7 ScrlBk
KP8 ScrlF PF __
15
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Programs

• ISIR Comment Code Translation
• CODESx.DAT File
• This file is year specific
• This file is send by Sigma once a year. This
  information is received from CPS.
• It is loaded in the Year Specific Letter Table in
  the TADD System
• It is used to translate the ISIR Comment Codes

16
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• ProSAM Screens

17
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• ProSAM Screens

18
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• ProSAM Screens

19
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• ProSAM Screens Colors Scheme

Element Color Display Table
20
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• ProSAM Screens

21
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Programs

• Batch Programs (SAM ProSAM)
• Need Analysis Calculation SAML30x
• Recalculate the EFC
• Need Analysis Transfer to SAM File SAML40x
• Prints ISIRs
• Transfer information from the Need Analysis Files
  to the SAM File

22
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• SAM Programs

• Batch Programs (SAM ProSAM)
• Electronic Correction to Application (ECAR)
  SAML41x
• Produces the ISIR Correction File to be sent to
  CPS
• Electronic Correction Reject File Report
  SAML72x
• Produces a report of the Electronic Correction
  Reject File
• Need Analysis Transaction Processing SAML10

23
SAM ProSAM Student Need Analysis

• Need Analysis Components (Continued)
• ProSAM Screens

Censored
24
 
SAM ProSAM Student Need Analysis

• 2003-2004 ProSAM ISIR FAFSA Number Comparisons
• (ISIR s are indicated in Blue, FAFSA/SAR s
  are indicated in Red and italicized)

132
132
276
3
4
5
276
3
4
5
176
146
265
175
176
146
265
175
171
145
171
145
172
219
214
25
SAM ProSAM SYSTEMSINFORMATION FLOW
Admissions Student Rec.. Integration
Financial Verification
BSP
COM
Student Need Analysis
External Data Exchange
BIO
Aid Application
Tracking
26
SAM ProSAM Tracking

• Tracking Components

Table Audit Data Dictionary (TADD)
SAM Database
27
SAM ProSAM Tracking

• Tracking Components (Continued)

Table Audit Data Dictionary (TADD)
Legend Red lettering represents SAM file
Name Green lettering represents TADD short Table
Name O Affects the On-line Process B Affects
the Batch Process
28
SAM ProSAM Tracking

• Tracking Components (Continued)
• TADD Screen Track Table

TADD SAM 2003 (TRK) TRACK TABLE UPDATE gt
________________________________
TATU
1/2 11/26/03   S TRACK 1 2 3 4
5 6 7 8 9 10 11 12 13 14 15   _
CGIN F N N N N N F F N N
N N N N N
Cont,Graduate,Independent,No Verification _
CGIV F N N F F N F F N N
N N N N N
Cont,Graduate,Independent,Verification _
CUDN F N N N N N F F N N
N N N N N
Cont,Undergraduate,Dependent,No Verification _
CUDV F N F F F N F F N
N N N N N N
Cont,Undergraduate,Dependent,Verification _
CUIN F N N N N N F F N N
N N N N N
Cont,Undergraduate,Independent,No Verif _
CUIV F N N F F N F F N N
N N N N N
Cont,Undergraduate,Independent,Verification _
NGIN A N N N N N A F N N
N N N N N
New,Graduate,Independent,No Verification _
NGIV A N N F F N A F N N
N N N N N
New,Graduate,Independent,Verification     KP3
HfBack KP4 HfFwd KP6 AddRec KP7 ScrlBk KP8
ScrlFd PF __
29
SAM ProSAM Tracking

• Tracking Components (Continued)
• TADD Screen Track Table

TADD SAM 2003 (DOC) DOCUMENT TABLE UPDATE gt
________________________________
TATU
1/2 11/26/03   S NUM IRS SHORT
DESCRIPTION   _ 01 N ADM DEC ADMISSIONS
DECISION RENDERED _ 02 N FIN DATA FAMILY
FINANCIAL DATA FOLLOWING OUR INSTRUCTIONS _ 03
P PAR 1040 COPY OF PARENT'S MOST RECENT IRS
FORM 1040 OR 1040A _ 04 S STU 1040 COPY OF
STUDENT'S MOST RECENT IRS FORM 1040 OR 1040A _
05 N VERWKST VERIFICATION WORKSHEET _ 06 N
AFDT NS AFFIDAVIT OF NON-SUPPORT FROM PARENTS _
07 N FAFSALOD FAFSA LOADED INTO SAM _ 08 N
INST APP APPLICATION FOR FINANCIAL AID FILED
WITH AID OFFICE _ 09 N STAF/DIR
Stafford/Direct Loan Application _ 10 N
SCHLRAPP Scholarship Application _ 11 N PLUS
APP Parents Loan for Undergraduate Students _
25 N CFS FIL CONFIDENTIAL FINANCIAL SUMMARY
FILED WITH AID OFFICE _ 28 N FARM-BUS
SUPPLEMENTAL FORM FOR FARM AND/OR BUSINESS
OWNERS _ 29 N SEP-DIV SUPPLEMENTAL FORM FOR
SEPARATED OR DIVORCED PARENTS _ 30 N MIL PAR
SUPPLEMENTAL FORM FOR PARENT(S) IN MILITARY
SERVICE _ 31 N PUB ASST DOCUMENTATION OF
BENEFITS FROM PUBLIC ASSISTANCE     KP3 HfBack
KP4 HfFwd KP6 AddRec KP7 ScrlBk KP8 ScrlFd
PF __
30
SAM ProSAM Tracking
Tracking Components (Continued) TADD Screen
Track Table

• Application Complete
• A minimum number of documents have been received
  that will allow a student to go through a certain
  point in the Financial Aid process (example
  notification)
• File Complete
• All of the documents have been received that will
  allow a student to go through the complete
  Financial Aid process (example disbursement)

31
SAM ProSAM Tracking

• Tracking Components (Continued)
• TADD Screen Group Table

TADD SAM 2003 (GRP) GROUP TABLE UPDATE gt
________________________________

TATU 1/2 04/07/99 Member TRKASG Num 10 FP N
LTR Con C S -----------------------------
GROUP DESCRIPTION -----------------------------
_ GRP TRKASG 10 DEPENDENDT TRACK C C
FP N LTR CON C _ SLCT LDEPSTF
EQ D _ SLCT LVER EQ V _ SLCT
TTRACK NE CUDV _ ASSN TTRACK TO
CUDV _ GRP TRKASG 12 INDEPENDENDT TRACK
C C FP N LTR CON C _ SLCT
LDEPSTF EQ I _ SLCT LVER EQ V _
SLCT TTRACK NE CUIV _ ASSN TTRACK
TO CUIV --------- --------- ---------
--------- --------- --------- --------- -------
Row Selection (S-Select, D-Delete, I-Insert,
C-Copy) Insert Type _ (S-Select, A-Assign,
W-Award, P-Policy, O-Sort, H-When,
I-Insert, L-Load) PF3 HfBack PF4 HfFwd
PF6 AddRec PF7 ScrlBk PF8 ScrlFd PF
__
32
SAM ProSAM Tracking

• Tracking Components (Continued)
• TADD Screen Group Table

TADD SAM 2003 (GRP) GROUP TABLE UPDATE gt
________________________________

TATU 1/2 04/07/99 Member DOCASG Num 10 FP N
LTR Con C S -----------------------------
GROUP DESCRIPTION -----------------------------
_ GRP DOCASG 10 FARM SUPPLMENTAL FORM REQ C C
FP N LTR CON C _ SLCT LCOMENT
EQ 070 _ SLCT TATYPES NE 28 _
ASSN TATYPES TO 28 --------- ---------
--------- --------- --------- --------- ---------
------- Row Selection (S-Select, D-Delete,
I-Insert, C-Copy) Insert Type _ (S-Select,
A-Assign, W-Award, P-Policy, O-Sort, H-When,
I-Insert, L-Load) PF3 HfBack PF4
HfFwd PF6 AddRec PF7 ScrlBk PF8 ScrlFd
PF __
33
SAM ProSAM Tracking

• Tracking Components (Continued)
• TADD Screen Letter Table

TADD SAM 2003 (LET) LETTER TABLE UPDATE gt
________________________________

TATU 1/2 11/26/03   S MEMBER S CRTDATE REVDATE
REVTIME OPR PREPDATE PREPTIME OPR TOTRECS
CD   _ A T 08/01/01 08/01/01 085238
08/01/01 085238 U08 2   _ B T
08/01/01 08/01/01 085238 08/01/01 085238
U08 4   _ C T 08/01/01 08/01/01
085238 08/01/01 085238 U08 2   S
AO1 T 08/01/01 08/01/01 143255 SSI
08/01/01 143255 SSI 30
Follow-Up Tracking 01 _ AO2 T 08/01/01
08/01/01 085238 08/01/01 085238 U08
31 Follow-up Tracking 02 _ AO3
T 08/01/01 08/01/01 085238 08/01/01
085238 U08 32 Follow-Up
Tracking 03 _ N T 08/01/01 08/01/01
085238 08/01/01 085238 U08 2   _
P T 08/01/01 08/01/01 085238
08/01/01 085238 U08 2       KP3 HfBack
KP4 HfFwd KP6 AddRec KP7 ScrlBk KP8 ScrlFd
PF __
34
SAM ProSAM Tracking

• Tracking Components (Continued)
• TADD Screen Letter Table

TADD SAM 2003 (LET) LETTER TABLE UPDATE gt
________________________________

TATU 2/2 11/06/98 LETTER AO1 Follow-Up
Tracking 01 (00001-00015)  
........1........2........3........4....
....5........6........7... TOP OF
FILE HEAD HEAD HEAD
HEAD Watts
Amattah U HEAD
Student Financial Aid Office HEAD
2305 So. Colorado Blvd. Suite 100
HEAD Denver, CO
80222-5904 HEAD
1-800-747-4462 HEAD TEXT
TEXTYour Financial Aid Form was received by our
office and TEXTwe are processing your
documents. TEXT TEXTPlease be
advised that we have received the following
TEXTdocuments INSR   KP1 PRev
KP3 ScrlLf KP4 ScrlRi KP5 SCALE KP6
Copy KP7 ScrlBk KP8 ScrlFd KP10
Prep KP12 UPdate PF __
35
SAM ProSAM Tracking

• Tracking Components (Continued)

SAM Database
Tracking Module (TRK)
Legend Red lettering represents SAM file
Name Green lettering represents TADD short Table
Name O Affects the On-line Process B Affects
the Batch Process
36
SAM ProSAM Tracking

• Tracking Components (Continued)
• SAM Programs

• Batch Programs
• General Selection SAMU41
• Tracking Letter Writer SAMT25
• Tracking Label Writer SAMT30
• Tracking Status Report SAMT71
• Tracking Transaction Processing SAMT10

37
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• SAM Screens

SAM YR 2003 TRACK FILE - UPDATE gt
________________________________
FATU
1/2 08/20/02 Id 111223333 Name
BEHAPPY/DONTWORRY Phone (800)
747-4462 Id2 111223333 Addr 2305 S
COLORADO BLVD Birth 12/06/85 Privacy
DENVER CO 80222 Sex
F FEMALE Term FALL AStat
_ Track NUDV SFAApp 01/22/02
Begin 09/01/02 End 05/30/03 Trk Type F
FILE COM AppComp 03/01/02 ASpec 04/04
Follow1 01/15/02 Adm Stat A ADMITTED
FileComp 03/02/02 FSpec 02/02 Follow2
02/01/02 Act Stat A ACTIVE Maj/Sch _____
___ Clear ___ Follow3 ________ UserCd
1 __ 2 __ Campus1 000002 Scrnd
________ Interest Codes 3 ____ 4 ____
Campus2 000003 AidPref WSP 1 __ 2 __
3 __ ProcCntr F FEDERAL YrInSch 01
Freshman 4 __ 5 __ 6 __
DOCUMENT RECEIVED S DOCUMENT RECEIVED S
ADDITIONAL DOCUMENTS ADM DEC 01/01/02 _
FIN DATA 02/10/02 _ C DOCUMENT RECEIVED
STAT PAR 1040 02/01/02 _ STU 1040
02/10/02 _ CFS FIL 02/10/02 _
VERWKST 02/15/02 _ AFDT NS ________ _
ENC FORM 02/15/02 _ FAFSALOD 01/22/02 _
INST APP 02/02/02 _ ADDL 03 ________
_ STAF/DIR ________ _ SCHLRAPP ________ _
ADDL 04 ________ _ PLUS APP
________ _ DOC 12 ________ _ ADDL
05 ________ _ DOC 13 ________ _ DOC
14 ________ _ DOC 15 ________ _
-------------------------- REVISION INFORMATION
-------------------------- RevDt 02/15/02
Time 160059 User SSI RL 19
Pgm TU KP2 NExt KP5 HElp
KP12 UPdate PF __
38
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• SAM Screens

SAM YR 2003 TRACK FILE - UPDATE gt
________________________________
FATU
2/2 02/18/03 Id 111223333 Name
BEHAPPY/DONTWORRY Phone (800)
747-4462 Id2 111223333 Addr 2305 S
COLORADO BLVD Birth 12/06/85 Privacy
DENVER CO 80222 Sex
F FEMALE   STYPE DATE S
-------------------- DESCRIPTION
--------------------- C CRSP01 01/01/02 _
Correspondence re Family Financial Situation
A CRSP02 MEMO _ Correspondence re
Father's Hospitalization A CRSP03
02/01/02 _ Correspondence re Brother's College
Enrollment Status A CRSP04 02/15/02 _
Correspondence re Request to drop to half time
status A FAT01 MEMO _ Financial Aid
Transcript from SAM University, Denver FAT02
03/02/02 _ Financial Aid Transcript from SARS
University, P.R. ________ ________ _
__________________________________________________
____ _ ________ m_______ _ _______________________
_______________________________ _ ________
w_______ _ _______________________________________
_______________ _ ________ d_______ _
__________________________________________________
____ _ ________ 020101__ _ _______________________
_______________________________ _ ________
01/01/02 _ _______________________________________
_______________ _ ________ 20020101 _
__________________________________________________
____ _ ________ ________ _ _______________________
_______________________________ _ ________
________ _ _______________________________________
_______________ _ ________ ________ _
__________________________________________________
____ _ KP1 PRev KP3 HfBack KP4 HfFwd KP7
ScrlBk KP8 ScrlFd KP12 UPdate PF __
39
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens

40
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens

41
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens

42
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens

43
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens

44
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens

45
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens

46
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens

47
SAM ProSAM Student Need Analysis

• Tracking Components (Continued)
• ProSAM Screens