Undergraduate Resource Reporting
Attention Campus Partners!
We are accepting submissions for the 2023-2024 school year via our new online portal. Effective Fall 2023 quarter (2023-2024 AY) pdf forms will no longer be accepted.
Summer (M24) submissions will open up within the portal on May 28, 2024.
The deadline to submit 2023-2024 Undergraduate Student Resource Disbursement forms (including summer requests) is October 31, 2024.
Don't see your account string to be able to select/award students?
Please fill out the following Google Form which will allow you to add a new account string, or modify or remove an existing account string from the Undergraduate Resource Reporting portal. Please note: if your fund is not tied to a 78xxxx account, please work with the Accounting office first to setup a 78xxxx account and wait for confirmation that your new account is active PRIOR to submitting this request.
Please be aware that new account strings must have a class code established for payment to the student's BARC billing account, which can take a minimum of 2 weeks for set up before they can be added into the UGRR portal.
For other processing related inquiries please contact FinAidResource@sa.ucsb.edu (departmental use only).
Adding a new user pdf guide
Monarch Opportunity
2023-2024 Disbursement Form
FAQs
My Account information has changed or I have a new account string. How can I get it in the system for use?
If you need a new or to modify or disable an existing account string for the Undergraduate Reporting Program, please fill out our Google Form - Undergraduate Resource Reporting Account String Setup
I clicked the link and don’t have access?
Please email us at sa-finaidresource@ucsb.edu. In your email please state you need access to assign preparers and approvers for Undergraduate Resource Reporting. Please include your name, position/title, department name(s), department code(s), and UCSB Net ID.
What if my preparer/approver isn’t listed as an option to assign?
Please email us at sa-finaidresource@ucsb.edu. In your email please state the name of the employee you need to assign as a preparer/approver for Undergraduate Resource Reporting. Please include their name, position/title, department name(s), department code(s), and UCSB Net ID.
***Important Financial Aid Impacts Regarding Departmental Awards***
This year, the Middle Class Scholarship (MCS) was revamped to vastly expand and change its way of determining eligibility. Any new awards received by the student will result in reductions or loss of eligibility of their MCS award. Below is a table that helps detail the changes:
|
BEFORE
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NOW
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Number of MCS recipients
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1,100
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>8,000
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Size of MCS awards
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Max $4,399
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Calculated per student and can be large (>$7,800)
|
|
Effect for students receiving a departmental award
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None (these awards were never considered in the calculation for MCS awards)
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Considered (All gift aid including departmental awards, stipends & scholarships will be calculated for MCS awards)
|
|
Implications for students of departmental awards
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No change
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Reduction in MCS (reduction amount varies per award)
|
|
Implications for departments
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None
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Likely to cause reductions to MCS
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While changes to the program will result in more overall funding for our students, OFAS will no longer be able to accurately predict financial “need” for departmental scholarship recipients or determine the impact of those awards to a student’s overall financial aid package. In light of this, it’ll be important that departments use caution when speaking with students about departmental awards and their potential impact.
Thank you for your patience as we work through this major implementation. As always, OFAS is here to support you with any questions you may have.
Resources:
MCS FAQs for Departments
Financial Aid Attachment for Student Awards