TABLE OF CONTENTS


Automatic College Grade Level Calculation


GEGI automatically calculates the value for the Grade Level in College field in the ISIR Data panel based on the program settings and courses assigned to a student. 


You can enable automatic calculation by checking Use the Calculated Value:



Program Settings


For the automatic calculation to work correctly, you must configure college grade levels for each program. This can be done on the Details →  College Grade Levels tab in the program settings :



Calculation Steps


  1. The grade level selection is determined by the year number from the student’s Financial Aid Plan.
  2. The system automatically maps the program’s college grade levels to ISIR 24-25+ values (e.g., "First Year (Freshman)", "Second Year (Sophomore)", etc.).
  3. If the student has credit granted courses, the awarded hours are included in the calculation, and the system adjusts the starting year accordingly.


Automatic Pell Calculation


GEGI automatically calculates Estimated Payments for Pell Grants based on the Pell limits for the award year and the student’s ISIR data. It is calculated automatically:

  • When creating an FA Plan.
  • When creating a new FA Plan draft.
  • When editing an FA Plan draft (after clicking the "Save" button).
  • When updating an FA Plan draft from ISIR or an FA Plan template.


Calculation Steps

  1. Identify the Award Year — taken from the Pell row in the FA Plan.

  2. Determine Pell Eligibility:
    • Use the maximum Pell if the ISIR "Maximum Pell Indicator" is set.
    • Use the minimum Pell if the ISIR "Minimum Pell Indicator" is set.
    • Use the calculated Pell if no indicators are set. It is calculated as Max Pell - SAI, rounded to the nearest $5.
  3. Distribute the amount across payment periods based on the program type:
    • Term-Based programs — Pell is divided across payment periods based on enrollment intensity (credits taken vs. full-time credits).
    • Clock-Hour programs — If the academic year is full-time, Pell is split evenly between payment periods. If a student has fewer hours, the amount is prorated based on hours or weeks completed.
    • Non-Term programs — Full-time students get an equal split across two payment periods. Part-time students receive a prorated amount based on enrolled credit hours.


You can view a detailed breakdown of the calculation for each individual cell by hovering over it. A pop-up window will display all calculation steps:



Pell Limits


Pell Limits define the maximum and minimum Pell Grant amounts a student can receive for an award year. Limits can be set up in Financial Aid → Settings → Pell Limits. 



Note: If Pell limits for an award year are not defined, Pell cannot be calculated automatically.


Automatic Loan Fee Calculation 


GEGI automatically calculates loan fees for Direct Loans (Subsidized, Unsubsidized, PLUS, Grad PLUS) in the Financial Aid Plan. The calculation process:

  1. Calculate the difference between gross and net amounts for all Direct Loans within an academic year.
  2. Divide the total by the number of payment periods.
  3. Apply the amount to each period.

Manual entry remains available using the pencil icon. When manual amounts differ from the calculated values, cells are highlighted with tooltip explanations:



Note: Loan fees recalculate automatically when Direct Loans are added or updated.