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2011-2012 Team

1. Room and Board Requested UNSUB 40 00 Minimum of 1500 for a student with no Requested Flus 0 00 dependents who is living with parents or 2500 minimum for all other students Prorated Fell 0 00 Other 0 00 Unmet Need Miscellaneous expenses transportation Determined by school Frorated EFC 0 00 Other e g dependent care or disability FSEQOG Amount Requested expenses Determined by school 25 School Share 75 Federal Share Toggle FSEOG Payment Request to GEMICOR Range 1 to 23 1stPayment Eligible Date 4 Start This Award with Payment Period Number 2nd Payment Eligible Date Academic Year 1 Use Navigation Buttons Below to View Academic Year 2 Record 14 4 1 Lb bt of 2 Ce A A The cost of attendance values may change for each student within a program but should generally be based on standard budgets determined the school Select the default budget from the drop down menu at the top of this tab In step A enter the tuition and fees for a full academic year In step B enter the amount for books supplies and equipment In step C enter the amount for room and board determined by school In step D enter the amount of miscellaneous expenses and transportation determined by school In step E enter other costs e g dependent care or disability expenses The total cost of attendance will be calculated for each student in the specific program
2. Step 4 SEND Lastly send the exported file to GEMCOR through the user friendly TRANSMIT menu selection Once you have toggled and exported the records you can send the data two different ways e Send Option Number 1 The box below which appears after you have exported the award data explained above will remind you that you need to have an active internet connection in order to make FTP transfers If you would like to send this batch of payment requests to GEMCOR now click the yes button If you would like to send this batch of payment requests to GEMCOR at a later time click the NO button and you can send it later by using the SEND button on your command center home screen which is explained in sending option number 2 TEAM System GEMCOR Inc Export Complete You must have an active Internet connection before attempting FTP transfers Would you like to Send this batch of payment requests NOW to GEMCOR Y N Yes No After you hit the YES button the following black boxes will open in order to complete the transfer It is very important that you do NOT click the X to force close these boxes The box below will open and remind you that you need to have an active internet connection in order to make FTP transfers It will ask you to press any key to continue and you should press the space bar April 2011 Call Toll Free 1 888 GEMCOR 8 34 GEMCOR Inc TEAM User s Manual 2010 201
3. April 2011 Call Toll Free 1 888 GEMCOR 8 AO GEMCOR Inc TEAM User s Manual 2010 2011 Edition Versions of TEAM How to find out what version of TEAM you currently have In order to find out what version of TEAM you currently have open the Command Center and click on the correct TEAM award year On your TEAM home screen look at the upper right hand side of the screen under the TEAM logo and Titi IW above your school name Here in red letters you will find your current version of TEAM In forvindows sP vista Version OUTC the photo to the right the current version of TEAM is version 001C In this example the O01 represents the version number of TEAM that the system is currently using The C represents that this users TEAM system is operating off of their computer s C drive Next to the version number ex 001 you will see either the letter C T or Q If you have the letter C this means that your TEAM software is running off of your C drive on your computer and you can only use team on one users machine If you have the letter T this means that your TEAM software is running off of your school s T drive which is a network drive If you have the T version users can access the TEAM software from multiple machines locations If you have the letter Q this means that your TEAM software is running off of your school s Q drive which is also a network drive If you have the Q version users can access the T
4. CUMI These terme and conditions Terma govern the and linenaing by LMI of the following Logiein servine fg and related software Logileln Bechug Looted central Logttetn Free Leghety ignitien Laghtetn IT hoock Loghgin Mac Logan Pro Leegigdn Pret Mein Resour LogMein RescueeMobile Logai machi LogMein Kuomuch ane ay other melon Orban OF arei tat Saari tnd thee Hatarik praak softwant the Sofaia and togata with tht as mh tht Products BY DOMPLE TING THE ELEC TRAIL ALCEF AMC PROLE Ta CLICKING IHi SUBMIT OR ADEPT BUTTONS SIGH UMG ANT OF THE The following screen will appear and you should choose Typical recommended and click Next I LogMeln Software options Choote the setup type that best suits your needs You can install LogMeln with default settings or you can choose to specify them dunng installation Typical recommended Custom for advanced users The following screen will appear and you should click Next W LogMeln Destination Folder Choose Destination Location Sotup will install Loghtnln in the folder listed below To install to this folder click Next To install to a different folder click Browse and select another folder Destination fielder C Program FiesLogheln Browse Cancel The following screen will appear and you should wait until the green bar finishes loading and wait until the following bo
5. or loan certification worksheet into your TEAM student record You can do this by first selecting a student from the student record list on the 2011 2012 home screen and then click the PROCESS button at the bottom of the screen You have now entered into this student s record Enter the student s award information here When you are finished with this student Toggle Flag each student payment type by checking the box on the bottom right hand side of the screen explained in the Process section of this manual This student s record is now ready to be exported and sent to GEMCOR You can now move on to another student record and enter their award information These toggle boxes are located under the PROCESS function in the Pell and Direct Loan tabs Step 2 TOGGLE When you are ready to export and send a payment request to GEMCOR you must first toggle the student record This is explained above in the PROCESS section of the manual Step 3 EXPORT Each day export the award data that was entered into TEAM during step 1 This process batches all of your payment request information for that day into a single easy to transmit file that remains on your machine until you SEND it to GEMCOR After you export the award data you can either choose to send the data now or you can choose to send it at a later time After you have processed all of your TEAM data for the day the data must be exported into a file to be transmi
6. 1 888 GEMCOR 8 for assistance April 2011 Call Toll Free 1 888 GEMCOR 8 12 GEMCOR Inc TEAM User s Manual 2010 2011 Edition o man Ol am To enter into the TEAM System from your Command Center simply click on the award year in which you wish to enter The first time that you click on the 2011 2012 button from the Command Center the following box will appear This message box tells you that the TEAM program is loading your school information from TEAM 2010 2011 and will now close Click ok and it will bring you right back to the Command Center where you can re enter TEAM by clicking on the 2011 2012 button again If you did not have TEAM 2010 2011 you will have alternate steps to load your school information into the TEAM system Please see the following section titled Utilities for more information TEAM System GEMCOR Inc Loading your School information from TEAM 2010 2011 TEAM will now close Please re start TEAM from the Command Center Sorry for the inconvenience The image below displays the 2011 2012 TEAM Main Menu The background of the 11 12 TEAM Main Menu displays the 2011 2012 new award year color which is pink In the upper right hand corner of this TEAM main menu you will see the TEAM logo along with the current version number of the TEAM system that you are running Below this you will see the Name School Code and Address of your Institution In the lower right corner of this s
7. 2011 Edition Charles Kindt Computer Programmer can be reached at 1 630 633 5600 ext 102 or by email at chuck gemcorinc com Administrative Support For support with Cash Management or Bank Reconciliations please contact Carri Catalano Cash Management Officer Carri can be reached at 1 630 633 5600 ext 106 or by email at carri gemcorinc com For support with SSCR s Student Status Confirmation Report or FAFSA s Free Application for Federal Student Aid please contact Jacki Griffin Administrative Officer Jacki can be reached at 1 630 633 5600 ext 104 or by email at jacki gemcorinc com GEMCOR Inc 400 D Quadrangle Drive Bolingbrook Illinois 60440 Phone 1 888 GEMCOR 8 Fax 1 888 9 GEMCOR Phone 1 888 436 2678 Fax 1 888 943 6267 April 2011 Call Toll Free 1 888 GEMCOR 8 A5
8. DirectLoan Sub Unsub Borrower Parent Borrower Parent Borrower cont FSEOG Anticipated Disbursements Interm EFC 2 Student Borrower Information Driver s License Po State social Security fe Email Address optional Po Name fo Date of Birth i References Mame Po Phone fs Relationship to Borrower Po Phone fe Relationship to Borrower Po Record 14 lt 1 gt P gt of 2 ee OOOO Enter the student borrower s information accordingly When you are finished entering the information on this tab you can move on to clicking on the Parent Borrower tab Packaging Disb Refunds Comments Requests for Payment PELL DirectLoan sub Unsub Borrower Parent Borrower Parent Borrower cont FSEQG Anticipated Disbursements Interm EFC lA Parent Borrower Information State Date of Birth City tC US Citizenship Status Check One State V S Citizen or National _ Permanent Resicent Other Eligible Non Citizen lf 2 Alien Registration No fs Iv Record 14 lt 4 1 gt P of 2 e Enter the parent borrower s information accordingly on this tab All questions on this tab need to be entered in order to send the information to GEMCOR for Plus loans The information on the Parent Borrower cont tab is optional for your school If you choose to enter this information simply click on the Parent Borrower cont tab and enter the parent borrower s information accordingly
9. E for your Budget Do not leave any fields blank The total cost of attendance for the specific standard Budget will be calculated April 2011 Call Toll Free 1 888 GEMCOR 8 17 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Utilities Menu Budget Information Budget ID 6 character maximum Budget Description Tuition and fees for full academic year Books supplies equipment Room and Board Determined by school Miscellaneous expenses transportation Determined by school Other e g dependent care or disability expenses Determined by school Total Cost of Attendance Complete the fields above to create a Cost of Attendance record for each standard budget used at your ith school Use the Navigation Toolbar below to Navigate through the program records The asterisk key below adds a new record Use the binoculars on the lettto search for a specific program Do not leave Values blank Record H 1lofl k H H Sorting the Student Records You can sort the student information on your TEAM Main Menu one of orISIR List By three ways In the lower corner of the TEAM Main Menu you will see Student Name Student ID the image to the right O Date Added You can sort the information by the Student s Name the Student s ID or the Date Added This feature makes it much easier for you to find the student record that you wish to view or process The default selection will be to sort the stu
10. for Payment PELL DirectLoan sub Unsub Borrower Parent Borrower Parent Borrower cont FsEOG Anticipated Disbursements Interm EFC a Grade Level First Time Borrower Loan Period Begins 03 03 2010 Anticipated Graduation Date Yes OC No Loan Period Ends iv Number of Clock Credit Hours in the Loan Period 0 Dependency Status Paene ened Select a Cost of Attendance Budget iv Independent Dependent Credit Check Subsidized Loan Determination Unsubsidized Plus Loan Determination Calculate Loan Loan Period Cost of Attendance 0 Loan Period Cost of Attendance Amounts Less EFC 0 Less SUB Loan Amount Requested Less Loan Period Other Financial Aid 0 Less Loan Period Other Financial Aid Less Pell Scheduled Award 0 Less Pell Scheduled Award pee Unmet Financial Need 0 Unmet Financial Need Loan Amt Requested Subsidized 0 Unsubsidized 0 Plus 0 Start This Award with Payment Period Number Range 1 to 2 Toggle Loan Payment Request to GEMCOR istPayment Eligible Date Academic Year 1 Use Navigation Buttons Below to View Academic Year 2 F 2nd Payment Eligible Date Record Id lt 1 gt Jij of 2 GG i The following questions you might already be familiar with if you have submitted FDSL Certification Worksheets to us in the past You can now submit the same information to us el
11. in now If you are not a TRAX user the TEAM system will automatically detect that you do not have a TRAX database file on your computer and the default value of the Your TRAX Database is Located field will be No Database Found and the IMPORT FROM TRAX button will be disabled Disregard this part of the form for it is only for TRAX clients If you are a TRAX user the TEAM program will automatically detect where your TRAX database is located so that you can easily import your TRAX data into TEAM for Gainful Employment reporting On the screen above the TEAM system had detected that this TRAX user s Database is located on their C drive in C TRAX traxdata mdb Double check to make sure that this default value is correct for your TRAX system and click the IMPORT FROM TRAX button The following message box will appear asking you if you want to delete any data that currently exists in the Gainful Employment Reporting table Click yes April 2011 Call Toll Free 1 888 GEMCOR 8 38 GEMCOR Inc TEAM User s Manual 2010 2011 Edition You are attempting to import the TRAX students into the Gainful Employment Reporting table Would you like to delete any data that currently exists This will bring you to the following screen where you will enter information about your programs in TRAX TRAX Program ID Assign to the CIP Code Description CIP Code If your TRAX Program is not a Gainful
12. that you identified above On the bottom left corner of this tab enter the starting payment period number for the award either 1 or 2 Once all of this information has been entered you can move on to the right side of this menu Here you will find a summary of the resources this student expects to receive during the award period from each source Next calculate unmet April 2011 Call Toll Free 1 888 GEMCOR 8 26 GEMCOR Inc TEAM User s Manual 2010 2011 Edition need by clicking the Calculate Unmet Need button This will calculate the FSEOG Amount to be requested Once you have entered all of the student s information in the FSEOG tab you are ready to export and send this data to GEMCOR First make sure that you are on the correct award year by using the navigation buttons at the bottom left side of the screen In the screen image above award year 1 is viewed see arrow above To request a payment for award year 2 use the right arrow at the bottom of the screen to navigate back and forth through the award years If this is a first payment request check the 1 Payment toggle box on the bottom right side of this screen If this is a 2nd payment request check the 2 Payment toggle box on the bottom right side of this screen The data for this student is now toggled and will be exported and sent to GEMCOR Inc during the next SEND transmission Please see the next section titled Subsequent Payments for info
13. the accuracy of the ISIR file Our TEAM system allows users to preview or print ISIRS to the screen or printer print award letters at your location view disbursement journals via TEAM preview a short copy of the ISIR called the QUICK VIEW ISIR view a transmission log for payment requests and confirmations view disbursement information pull information from your existing TRAX System into TEAM change your school name and address view new student award information screen for all payment types preview EFC intermediate values available for direct loan processing has the ability to scroll through all payment records for subsequent payment requests and offers multi user functionality on your existing network Your TEAM system also includes electronic withdrawal and refund notifications electronic subsequent payment requests and most importantly report capability ensuring that no students slip through the cracks and end up unprocessed GEMCOR s new TEAM now joins the best technical support team in the country combining to give you effortless administration of your Title IV funds In past years TEAM was only used by clients who requested this service and an annual software fee was charged We are very happy to announce that our TEAM system is now free of charge to all of our clients We feel that the savings generated by the system will cover any development costs and are passing that savings on to you We are also confident that you wi
14. to be read into the appropriate TEAM program before continuing additional RECEIVES Select the TEAM Program for the corresponding award year to have these notifications Check Messages read into TEAM now If you have any questions please call GEMCOR Technical Support at 1 888 GEMCOR 8 Clear Messages TEAM Upgrade us on the web at www gemcorinc com Visit The left side of the Command Center contains all TEAM Software functions The right side of the Command Center contains all TRAX Software functions TRAX Institutional Student Tracking System is another software package that we offer our clients TRAX provides modules to efficiently monitor and track prospects Admissions and Enrollment Document Tracking Marketing and Admissions Rep Performance Attendance Grades and Services Tracking Satisfactory Academic Progress SAP Reports Accounts Receivable Placement Tracking Default Management 90 10 Revenue Tracking amp 1098T Reporting and Unearned Tuition Calculations If you would like to receive more information on our TRAX Software package or information on how to receive a TRAX Demo please call our office at 1 888 GEMCOR 8 Please notice the new addition of a version number to the top of the Command Center see arrow above The version of the Command Center pictured above is Version 012 If the 2011 2012 button on your Command Center is not enabled please call our offices at
15. 00 0 00 Fell Expected Disbursement Pell Scheduled Award Academic ear Star Date 06 16 2011 Academic Year Units Number of Units to be Completed in this Academic Year ATB Completion Date ATB Test Code COMPAS S ESL WEST WorkKeys 06 15 2011 Home schooled Other Toggle Pell Payment Request to GEMCOR 1stPayment Eligible Date 06 01 2011 Eligible Date 1 start This Award with Payment Period Number Range 1 to 2 Academic ear 1 Use Navigation Buttons Below to View Academic year z 2nd Payment 4 Record H 1 of 2 t H search The cost of attendance values may change for each student within a program but should generally be based on standard budgets determined the school Select the default budget from the drop down menu at the top of this tab In step A enter the tuition and fees for a full academic year In step B enter the amount for books Supplies and equipment In step C enter the amount for room and board determined by school In step D enter the amount of miscellaneous expenses and transportation determined by school In step E enter other costs e g dependent care or disability expenses The total cost of attendance will be calculated for each student in the specific program that you identified above On the upper right side of this tab enter the Academic Year Start Date and then enter the Academic Year Units in the following box which should be the number of units
16. 1 Edition The transfer will now begin Once the transfer is completed another black box will appear It will ask you to press any key to continue and you should hit the space bar again Cclwindows systemaivemd exe A third black box will appear It will ask you to press any key to continue and you should hit the space bar for the third time _ Cciwindows systemaivemd exe This will complete the FTP transfer and your payment request files have now been exported and sent to GEMCOR If you do not receive a confirmation file within 24 hours please call GEMCOR at 1 630 633 5600 e Send Option Number 2 The second way in which you can send records to GEMCOR is to click the SEND button on the Command Center home screen In order to send records to GEMCOR in this way you must have already exported su the data prior to hitting the send button on the Command Center home screen Once you have clicked the SEND button the following box will appear This box reminds you that this function will send data for all award years In order to send data to GEMCOR in this way you must have exported the data prior to hitting the send button on the Command Center screen This box also reminds you that you need an active internet connection in order to send the data Click the Yes button in this box GEMCOR Inc This function will send data for all award years Be sure to export your files before sending Active I
17. 2011 Call Toll Free 1 888 GEMCOR 8 6 B LogMeln Installation Message File Edit view Insert Format Tools Table Window Help Type a question fo send Accounts O ug A gje AJE options gt HTML W To laura aol com 0J ce Subject LogMeln Installation Uai Laura can install the software for you Click on the link below to install the LogMeln Sofware Do a Typical Installation taking all of the defaults If it asks for a computer name or computer description please enter Laura New If it asks for a computer access code please enter gemcor123 GEMCOR Inc TEAM User s Manual 2010 2011 Edition r help Once see that the software has been installed on my end will give you a call Or you can call me when you are done as well https secure logmein com i l en c 00_dbn3x8ridaceBw6aowrSsnkl2bbtb8 m67r69 bE 7 ae i 3 Jenrah poolal ACL When you click the link in the email the following message will appear You should check the box next to I have received this link from a trusted source and then click Continue Welcome to the LogMeln Installer This will install LogMeln onto your computer The person who sent you this link will be able to access your computer LogMeln is a secure remote access system that allows your trusted IT support professional to provide technical assistance by remote controlling your computer over the Internet ie this lin
18. 3 Choose Setup Type Select CUSTOM 4 Custom Setup Select BROWSE 5 Change Destination Folder Change Folder Name to C EAM and click Ok 6 Custom Setup Screen Click NEXT 7 Ready to Install Screen Click INSTALL After Installation Once your installation is complete please call our Technical Support Staff at 1 888 GEMCOR 8 and we will load your Year to Date ISIR files updated Disbursement Journals and Confirmation Files into your TEAM mailbox and activate your license We have an optional Support Package available that will allow our Technical Support Staff to connect to your computer screen to assist with your installation if needed on line training and troubleshooting Please ask our Technical Support Staff about this very valuable support package Getting Started Now that you have installed and reviewed the layout and basic features of your new TEAM system you are ready to start using the software In order to open the TEAM system you must first launch the Command Center On your desktop there is an icon titted Command Center GEMCOR Inc Double click this icon to open the Command Center CORED Command center April 2011 Call Toll Free 1 888 GEMCOR 8 11 GEMCOR Inc TEAM User s Manual 2010 2011 Edition SEAM c TRAX NO NEW MESSAGES Enter TRAX TRAX Upgrade oC 2011 2012 Any messages in green above need
19. Agriculture General Employment program please select Agricultural Business and Management General 000000 as the CIP Code so that these Agribusiness Aqricultural Business Operations records will not be imported from TRAX Agricultural Economics Farm Farm and Ranch Management Agricultural Farm Supplies Retailing and Wholesaling Agricultural Business Technology Agricultural Business and Management Other Agricultural Mechanization General Agricultural Power Machinery Operation Agricultural Mechanics and Equipment Machine Technology Agricultural Mechanization Other Agricultural Production Operations General Animal Livestock Husbandry and Production Aquaculture Crop Production Dairy Husbandry and Production Horse Husbandry Equine Science and Management Agroecology and Sustainable Agriculture Viticulture and Enology Agricultural Production Operations Other Agricultural and Food Products Processing Dog Pet Animal Grooming 010505 Animal Training Please select the appropriate CIP Code from the list above for each of your TRAX Programs When you are finished click on the Import Now button to add all of your TRAX Students to the Gainful Employment Reporting Database Use Navigation Buttons Below to View Next TRAX Program ID lf you look towards the bottom of this screen you will see navigation buttons that you will use to navigate through each of your programs that have imported from T
20. April 2011 Call Toll Free 1 888 GEMCOR 8 24 April 2011 GEMCOR Inc TEAM User s Manual 2010 2011 Edition When you are finished entering the Loan Borrower information click on the Interm EFC tab General Information Packaging Disb Refunds Comments Requests for Payment PELL DirectLoan Sub Unsub Borrower Parent Borrower Parent Borrower cont FSEOG Anticipated Disbursements Interm EFC A EFC Intermediate Values Moni Mon 4 Mon Mion 5 Mons honk Record 14 fF 1l gt pn of 2 This tab includes information on the student s Intermediate Values EFC that were automatically pulled from the student s ISIR You do not have to enter any information here but it is convenient for you to view the information in each Month s box Verification is a process that requires an institution to confirm the data that a student has included in his her application for federal assistance Generally institutions must perform verification procedures on selected files A file has been selected for verification if the EFC number on the SAR or ISIR is followed by an asterisk If the student you selected has been selected for verification a box will appear asking if complete and accurate information is on file You must have this completed before requesting any Financial Aid for a student Additional Documentation Other additional documentation that GEMCOR will need to receive in order to process th
21. EAM software from multiple machines locations How to find out what the most current version of TEAM Is In order to find out what the most current version of TEAM is open your web browser and go to www gemcorinc com Then click on the Software link at the top of the page Under the picture that is labeled TEAM you can see the number of the most current version of TEAM In the photo to the right the current version of team is version 13 If the version number on your home screen of TEAM does not match the most current version number on the website read on to find our how to get the most current version of TEAM How to get the most current version of TEAM In order to get the most current version of TEAM first make sure that team upgrade you are closed out of the TEAM program Then open your April 2011 Call Toll Free 1 888 GEMCOR 8 A GEMCOR Inc TEAM User s Manual 2010 2011 Edition Command Center On the TEAM side of the command center click on the Team Upgrade button The box below will open and remind you to exit your TEAM System Make sure you are out of TEAM and click yes saying that you want to continue Command Center GEMCOR Inc This function will download the most current version of TEAM Please exit your TEAM System before continuing Do you wish to continue pis The following black boxes will open in order to complete the transfer It is very important that you do NOT clic
22. GEMCOR during your next send function When we receive the file your students Direct Loan awards will be processed accordingly Campus Based Award Processing In similar fashion to the procedures for electronic Pell award requests campus based award requests can also be data entered into the student s record in the TEAM system The campus based award requests will be transmitted to GEMCOR April 2011 Call Toll Free 1 888 GEMCOR 8 4 GEMCOR Inc TEAM User s Manual 2010 2011 Edition during your next send function Upon receipt of your electronic file the students Campus based awards will be processed accordingly Refund Withdrawal Processing Refund information and withdrawal date information can be entered into the student s record in the TEAM system As with Pell and campus based award requests any pending refund or withdrawal information is automatically exported from the TEAM system Upon receipt of your electronic data file any refund or withdrawal information is processed accordingly The above descriptions represent a simple overview of the TEAM administrative processes Please review the respective sections in this manual for detailed information on entering data and navigating through the TEAM Software System Overview of TEAM Buttons Upon entering the TEAM system a main menu will be displayed showing the eight administrative functions available to you as well as an EXIT command button If
23. R01 Original SSN 400377442 School ID 013998 EFC 00000 Number of Clock Credit Hrs in the Program Number of Weeks in Program The above information is being provided to assist you in awarding crossover payment Number of Clock Credit Hrs in Academic Year Number of Weeks in Academic Year periods from the ISIR which results in the larger Pell payment to the student Payments in the Program 2 After you key in this information other tabs will appear allowing you to further process the PELL award for the selected student Next click on the Packaging tab and this will bring you to the Pell sub tab April 2011 Call Toll Free 1 888 GEMCOR 8 19 GEMCOR Inc TEAM User s Manual 2010 2011 Edition General Information Packaging Disb Refunds Comments Requests for Payment FELL Direct Loan Sub Unsub Borrower Parent Borrower Parent Borrower cont FSEOG Anticipated Disbursements Interm EFC Select Default Budget for this Academic Year A Tuition and fees tor tull academic year Books supplies equipment Room and Board Determined by school Miscellaneous expenses transportation Determined by school Other e g dependent care or disability expenses Determined by school Total Cost of Attendance ATB Test Administrator Code Testing Center Test Administrator Mil Testing Completed College Credits state Process 0
24. RAX The purpose of this form is to assign each of your TRAX programs to its corresponding CIP Code If the program that you are on is NOT a Gainful Employment program please select 000000 as the CIP Code so that these records will not be imported into TEAM from TRAX Please notice that you have the option to sort the CIP Codes either by Description or by CIP Code Use whichever method is easiest for you and assign each of your programs to its correct corresponding CIP Code When you are finished click the IMPORT NOW button at the bottom of the screen The following message box will appear letting you know that the students have been added to the Gainful Employment Reporting table TRAX students who started 07 01 2006 or later will be added to the Gainful Employment Reporting Table April 2011 Call Toll Free 1 888 GEMCOR 8 39 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Microsoft Office Access When you click ok the Gainful Employment Reporting Requirement form will re appear All of the students have now been imported into TEAM You can now navigate through the students using the navigation buttons at the bottom of the screen Add edit any of the information that was imported as needed To add a new student record click on the arrow with the next to it at the bottom of the screen Enter the student s information accordingly Notice that if you entered your OPE ID and Institution name into the School Infor
25. User s Manual i ih _ 2011 2012 Edition a GEMCOR Inc Institutional Software amp Servicing Copyright 2000 GEMCOR Inc GEMCOR Inc TEAM User s Manual 2010 2011 Edition Introduction TEAM was developed by GEMCOR Inc in response to the overwhelming need for a user friendly Windows based software system for use by post secondary institutions to transmit electronic applicant and award information directly to GEMCOR from the school s on campus computer systems TEAM Title IV Electronic Awarding Module is an optional software system that allows schools the ease of electronically transmitting award requests to GEMCOR Electronic processing is undoubtedly the fastest and most accurate way for our offices to communicate It allows you to receive ISIRS the same day we get them from the department reduces the turnaround time on your awards allows you to originate your payment requests electronically all while using today s state of the art technology Either way additional benefits include reduced paper waste and postage expense for both of our offices as well the obvious time benefit of being able to initiate payment requests the same day that an ISIR is produced by the department In most cases you ll be able to process actual payments within 2 3 days of filing the FAFSA TEAM is an optional system Physical review of ISIR files is still available for those schools who like the second set of eyes confirming
26. ab you are ready to export and send this data to GEMCOR Inc First make sure that you are on the correct award year by using the navigation buttons at the bottom left side of the screen In the screen image above award year 1 is viewed see arrow above To request a payment for award year 2 use the right arrow at the bottom of the screen to navigate back and forth through the award years If this is a first payment request check the 1 Payment toggle box on the bottom right side of this screen If this is a 2nd payment request check the 2 Payment toggle box on the bottom right side of this screen The data for this student is now toggled and will be exported and sent to GEMCOR Inc during the next SEND transmission Direct Loan A first payment of a Stafford or PLUS loan is accomplished by submitting a file to our office for loan origination This file can now be submitted electronically via our TEAM system To process a Direct Loan payment first select the student from the TEAM Main Menu and press the PROCESS button at the bottom of the screen Click on the Packaging tab to the right of the General Information tab and then click on the Direct Loan tab to the right of the PELL tab This will bring you to the menu below April 2011 Call Toll Free 1 888 GEMCOR 8 21 GEMCOR Inc TEAM User s Manual 2010 2011 Edition General Information Packaging Disb Refunds Comments Requests
27. and Refund Requested A payment request is not successfully received until you have received a payment confirmation for the request If you do not receive a payment confirmation within one business day of transmittal please call our offices at 1 888 GEMCOR 8 Transmit Payment Requests Transmission Log All Activity Pending Refund Requests Pell Requested DLRequested FSEOG Requested Refund Status Date Status Student Name Student ID AY 1 2 Amount 1 2 Sub Unsub Plus 1 2 Amount Requested A Payment Request is not successfully recieved until you have received a payment confirmation for the request If you do not receive a payment confirmation within one business day of transmittal please call our offices at 1 688 GEMCOR 8 The next tab under the Transmit Menu is the Pending Refund Requests tab This menu will list the Pending Refund Requests by Type Loan Type Check Program Year Payment Amount Payment Date Refund Status Refund Status Date Student ID and Student Name Call Toll Free 1 888 GEMCOR 8 3 3 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Transmit Payment Requests Transmission Log All Activity Pending Refund Requests Refund Status Date 50 00 02 01 2011 BATCHED 03 02 2011 332740000AD02 NIKKI ADAMS 200 00 02 26 1966 BATCHED 03 02 2011 332740000AD02 NIKKI ADAMS 2 775 00 02 28 2011 BATCHED 02 28 2011 332740000AD02 332740000AD02 COSM
28. at any point when you are in the TEAM program and you want to get back to the Command Center screen simply click the EXIT button at the bottom left of the screen Try not to X out of any TEAM screens using the red X on the upper right section of the screen The PRINT ISIR SUMMARY button is used if you want to print a listing of all current ISIRs in TEAM The PROCESS button allows you to go into each studen s record and H request PELL grants Loans and FSEOG if school is eligible This function also allows you to report refunds as well Once you have entered each student for payment and toggled each student i gag record you are ready to transmit the data to Gemcor If you want to transmit student award data to GEMCOR click the TRANSMIT button From this menu you will be able to preview a list of all students toggled preview print a April 2011 Call Toll Free 1 888 GEMCOR 8 5 a h a B Wi PRENT o o GEMCOR Inc TEAM User s Manual 2010 2011 Edition copy for a student s file export and send to GEMCOR and view your Transmission Log The UTILITIES button allows you to set up Program Information Budget Information School Information view GEMCOR Disbursement Reports and Transmission Log The PREVIEW button allows you to preview the selected student s ISIR to the screen rather than printing it to the printer First select a student from the list an
29. ated amount will appear in the Unsubsidized box below Under the Calculate Loan Amounts heading to the right click the UNSUB button to calculate the amount of the award Click the PLUS button to calculate the amount of the PLUS award This calculated amount will appear in the Plus box below Enter the payment period number to start this award range 1 3 Once you have entered all of the student s information in the Direct Loan tab you are ready to toggle the record for export and send this data to GEMCOR Make sure that you are on the correct award year by using the navigation buttons at the bottom left side of the screen In the screen image above award year 1 is being viewed If you are requesting payment for award year 2 use the right arrow at the bottom of the screen to navigate to the correct year If this is a first payment request check the 1 Payment toggle box on the bottom right side of this screen If this is a 2nd payment request check the 2 Payment toggle box on the bottom right side of this screen The student record is now toggled and will be exported and sent to GEMCOR during the next SEND transmission Next click on the Sub Unsub Borrower tab to the right of the Direct Loan tab April 2011 Call Toll Free 1 888 GEMCOR 8 23 GEMCOR Inc TEAM User s Manual 2010 2011 Edition General Information Packaging Disb Refunds Comments Requests for Payment PELL
30. creen there is an option of how to sort the Student ISIR List You can choose to sort the list of student ISIRS by Name Student ID or Date Added by simply selecting the circle to the left of each option see below April 2011 Call Toll Free 1 888 GEMCOR 8 13 GEMCOR Inc TEAM User s Manual 2010 2011 Edition 2011 2012 for Windows AP AYista Version 003C GEMCOR Inc GEMCOR Inc Serving Federal Student Aid 999999 Programs Since 1973 F Clock Hour School First Mame Student ID EFC Date Added Phone Mumber MARISSA MEGAN AMBER LILLY KLE CARRIE AL feed do5 ob AAD 03574 pbEBSAGASANOT Oo000 99055621 44R01 PPP Oo4S99AROS 07612 phgbbezzBA03 OOOO0 4950032656 R01 OOOO 45b2256566U01 ooog 02 08 201 02 06 2011 02 24 2011 03709 2011 02 08 2011 03 07 2011 Oef2a 2011 9995556666 082556369 7085521245 9656662125 1112225555 fo52e1 bbb 4905556256 _ Sort ISIR List Hame E SSER 0 Student IO O Date Added For Technical Support Call Toll Free Visit us on the web at www gemcorinc com If you have not done so already please complete the following before you attempt to initiate 2010 2011 Payment Requests to GEMCOR via TEAM April 2011 Call Toll Free 1 888 GEMCOR 8 14 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Utilities Loading the School Information Program Information and Budget Information April 2011 Go to the Utilities Module an
31. ction to process additional data before transmission April 2011 lf all of the records are correct on the Pre Transmit Review you have the choice of printing a copy of the award data for student files by clicking on the Student Data Sheet button the second button on this tab This report can be printed for each student any time under the Process Module for the selected student Then click on the Export and Send to GEMCOR button the third button on this tab Once you click on the Export and Send to GEMCOR button the box below will appear to tell you how many Student Payment Requests you are exporting and sending to GEMCOR If this is correct click the OK button TEAM System GEMCOR Inc Exporting and Sending 1 Student Payment Requests to GEMCOR Inc The box below will appear to tell you that the export is complete TEAM System GEMCOR Inc Export Complete You must have an active Internet connection before attempting FTP transfers Would you like to Send this batch of payment requests NOW to GEMCOR Y N No Call Toll Free 1 888 GEMCOR 8 32 April 2011 GEMCOR Inc TEAM User s Manual 2010 2011 Edition The next tab under the Transmit Menu is the Transmission Log All Activity tab This will show a listing of all of the transmissions that you have sent to GEMCOR by Status Date Status Student Name Student ID Pell Requested Amount DL Requested FSEOG Requested Among
32. d click on the Miscellaneous tab Click on School Global Import from TEAM 2010 2011 to automatically load the Program Information and Budget Information from TEAM 2010 2011 into TEAM 2011 2012 Utilities Menu Miscellaneous Import TEAM 2010 2011 Budget and Program Information into TEAK 2011 2012 GEMCOR Technical Support Use only To print a report of all of the disbursements in your TEAM 2011 2012 database click Disbursement Report by Pay Date This report should match to your daily disbursement journals from GEMCOR Inc ou should periodically match the disbursement journals to this report Data may not reflect refunds processed outside of this system On this Miscellaneous tab you will also find the Disbursement Report by Payment Date To print a report of all of the disbursements in your TEAM 2011 2012 database click Disbursement Report by Payment Date This report should match your daily disbursement journals from GEMCOR Inc You should periodically match the disbursement journals to this report Data may not reflect refunds processed outside of this system lf you would like to hand key the information from scratch or you do not have any previous information to load click on the Program Information tab the Budget Information tab and the School Information tab and add the information manually Call Toll Free 1 888 GEMCOR 8 15 GEMCOR Inc TEAM User s Manual 2010 2011 Editio
33. d click the PREVIEW button at the bottom of the screen The QUICK VIEW button allows you to view a single page Quick View of a Student s ISIR If you would like to see a student s ISIR Quick View select a student from the list and click on the Quick View button at the bottom of the screen The PRINT button is used if you would like to print a student s ISIR First select a student from the list and click on the PRINT button at the bottom of the screen SSCR stands for Student Status Confirmation Report 2011 2012 TEAM now offers SSCR functionality Instead of listing student enrollment statuses and sending them to us via fax or mail as in the past you are now able to enter student statuses on your computer via TEAM You can electronically transmit your SSCR information to GEMCOR through the SEND function Upon receipt we will then send your school information to the Department of Education Installation GEMCOR now installs TEAM and TRAX remotely through LogMeln software This is the fastest and most convenient way to install our software on your computer and it only takes a few easy steps First we need to install LogMeln on the computer in which you want to run TEAM or TRAX Please call our Technical Support Staff when you are ready to install the LogMeln software on your machine We will then send you an installation link via email that looks like the one below April
34. dent from the TEAM Main Menu and then click the PROCESS button at April 2011 Call Toll Free 1 888 GEMCOR 8 27 GEMCOR Inc TEAM User s Manual 2010 2011 Edition the bottom of the screen Then click on the Disb Refunds tab to the right of the Packaging tab 2011 2012 Student Award Information for LILLY M ARRISON General Information Packaging Disb Refunds Comments Requests for Payment Select a Disbursement to Refund 2 775 00 01 01 2011 Refund Date Refund Amount fiu b data may not reflect refunds processed outside of this system Use the Comments tab to record and additional information that you would like to convey to GEMCOR regarding the toggled refund Refund Status Key FLAGGED Toggled to be exported ta GEMCOR BATCHED Exported to Gemcor but not confirmed CONFIRM Received by GEMCOR Here you will see a list of disbursements that have been paid on this student From this list select a disbursement to refund Enter the refund date and the refund amount Then click the Post the Refund button to post this refund to this student s record Comments Requests for Payment and Anticipated Disbursements e Comments There is a Comments tab under the PROCESS menu to post any necessary comments about this student and or their disbursements Do not use the Comments box for additional information about Refunds Refunds are sent separate from pa
35. dent records by Student Name You can change this option by simply clicking in the circle next to the choice that you wish to sort the student records and the ISIR List on the TEAM main Menu will change accordingly April 2011 Call Toll Free 1 888 GEMCOR 8 18 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Process PROGESS PELL PROGESS When processing PELL Direct Loan or FSEOG for a student select the student from the TEAM Main Menu and click on the PROCESS button All of the other process tabs will be locked until the student start date is entered The Program ID is reflected from the drop down menu GEMEOR inc Please Enter the Student Start Date and The Program before continuing All tabs are locked until the Student Start Date and Program are filled in To process a PELL payment first select a student from the TEAM Main Menu and click on the PROCESS button at the bottom of the screen The following menu will appear asking you to enter the student s start date and the student s program ID on the General Information tab before continuing on If the student s record is already in TRAX you may choose to import the original start date from the TRAX system by clicking on the TRAX button next to the Original Start Date field General Information Original Start Date 2010 2011 ISIR EFC Values for this Student Student ID Program ID lt E StudentiD 400377442G
36. e students direct loans include the students Promissory Notes and or the Parent PLUS note The student can fill out an electronic master promissory note or E MPN as well as a Parent PLUS E MPN at www studentloans gov This will automatically link with the loan Origination and is much faster and convenient than the paper prom notes Call Toll Free 1 888 GEMCOR 8 25 GEMCOR Inc TEAM User s Manual 2010 2011 Edition You can also send the original paper note to GEMCOR but this usually takes an additional 2 3 weeks to be processed by COD FSEOG FSEOG stands for Federal Supplemental Educational Opportunity Grant and is considered a Campus Based Program designed to supplement a student s Federal PELL Grant award To process an FSEOG payment first select the student from the TEAM Main Menu and then click on the PROCESS button at the bottom of the screen Then click on the Packaging tab to the right of the General Information tab Then click on the FSEOG tab to the right of the Parent Borrower cont tab General Information Packaging Disb Refunds Comments Requests for Payment PELL DirectLoan Sub Unsub Borrower Parent Borrower Parent Borrower cont FSE0G Anticipated Disbursements Intern EFC Select Default Budget for FsSEQG iv Summary of expected resources each source Tuition and fees for full academic year Total COA Books supplies equipment Requested SUB 0 00
37. ectronically via TEAM Select the grade level of the loan by checking either the 1 or 2 boxes question 2 on certification worksheet Generally the grade level represents the student s grade level at your institution If you offer a one year diploma or certificate program in a particular occupation the student s grade level will be a 1 lf a student has attended two years of college at another school prior to enrolling at your school that does NOT put the student into grade level 3 The grade level represents the student s grade level for training received at your institution only If this student is a first time borrower check either the yes or no boxes Then enter the loan period start date and end dates question 3 on certification worksheet The loan period should coincide with the length of the student s program or academic year whichever is shorter Payments will be distributed in accordance with your payment periods during that loan period Enter the student s anticipated graduation date If you have TRAX and the student s record is already in your TRAX system you can choose to import this information by clicking on the TRAX button Enter the number of clock credit hours or terms in the loan period Then select the cost of attendance budget from the drop down menu The cost of attendance can be changed for each student within a program but should generally be based on standard budgets deter
38. ed Computer based recordkeeping of all your file submissions and disbursements SSCR Functionality View Disbursement Journal Information Full Time Technical Support via Your Computer Screen Annual Licensing Fee FREE to all GEMCOR Clients System Requirements IBM Compatible Personal Computer PC Windows XP Operating System ACD CDR or DVD Drive DSL Connection April 2011 Call Toll Free 1 888 GEMCOR 8 9 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Table of Contents April 2011 Procedural InformatiOn 0 ccc cece cece eee ee eens ee eeeeeeeeenaeesaeees 4 Overview of TEAM buttons ccc ccc cece cece eee ee eee eneeeenaeeeeeaas 5 Installation 0 ccc cece eee ee ee eee etee ee ee eens aeeeeeeeeeeeseaaeeeeeeaaaes 6 MO TUIN GSU INC Gorse dapeges es E E EEE EE ETS 11 MFT SS ces restceeore tesarestvarioa acicresestonarednasecet dou Set arctoteiysdeatatantaroeedarnses anya avbeosenenein eae oneal 15 School Information cece cece cece eee e ee eeeeeneeteeeeeeegeneeeneetenaess 16 Program AOFM VA ON siareacnieagatocsann nia E CSCE RE RRE 16 Budget Information cccc cece ee ene cece eee eeeeeeeeaeeeeeaeeanenaaees 17 Sorting the Student Records ccc ccc cece cece e eens eee eeeeeeees 18 Process Qo 2 ee ee ee eee 19 LCC EO Aaa scarier enna E E E E E T 21 re lO C Sa 26 Subsequent PayMent cccecec cece cece eeeeeeeee
39. eeeeseeeeaeeeeaeens 27 REUNUS orerar E E E E E E E 27 eC eee ee eee 30 58 ne E TE ee ee 36 Print Preview and Quick View ccccccec cece cease nerna nern 37 Gainful Employment Reporting cc ccc cece cece ee eeeeeeeeeees 37 How to check or clear your MeSSAQ G ce cece cece eee eees 40 Versions Of TEAM ccc ccc cece eee eee eee n eee e sent eee eeeeagaeenaaeeegs 41 WAG ieee E bse te ds E EEE E imosudunans 43 SUPPO ee ee eee 43 Call Toll Free 1 888 GEMCOR 8 3 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Procedural Information Application Processing After a Students Free Applications for Federal Student Aid FAFSA is filed a need analysis report will provide you with an immediate calculation of the student s expected family contribution EFC After all of your applications are entered an export routine will extract your application records into a single data file This data file containing your student applications can then be electronically transmitted to GEMCOR or to the Student Aid Internet Gateway SAIG for schools that submit data to the central processor under their own TG account Approximately two to three days later the students Institutional Student Information Records ISIRs are available for retrieval ISIR Processing Any ISIR files for your school are downloaded into your computer each time you perform the receive function from
40. k from a trusted source Only individuals wih a valid usemame and password for fils Computer will De abie to log In you are online you will always receive an on screen notification when an amemp ls Mace 10 200255 your Computer Next the following screen will appear and you should click Install LogMeln April 2011 Call Toll Free 1 888 GEMCOR 8 GEMCOR Inc Download and Install LogMeln Click the button below to run LogMeln installer Install LogMeln Problems Click here for alternate installation instructions The following screen will appear and you should click Next i LogMeln LogMeIn Simply Connected Version 4 1 1578 http www Log Me in oom infom Log Mellin con a Men Copright 2003 2010 LogMetn Ine Log The following screen will appear and you should click Next pe Logelin This installation will be attached to the folawing account Company GEMCOR Ine Account holder Laure Grybas lauriedbgemconnc com TEAM User s Manual 2010 2011 Edition The following screen will appear and you should click I Agree April 2011 Call Toll Free 1 888 GEMCOR 8 GEMCOR Inc TEAM User s Manual 2010 2011 Edition 1 LogMeln License Agreement Terms and Conditions of Use IMPORTANT PLEASE RRO THiS Tirita Ar CHDITIONS CAREPULL Y WHEN VOU HEREAFTER Your OLUR ARE ORDERING OF ACCESSING THE LISTED SERVICES ANDO SOFTWARE FROM LOMEN IMC
41. k the X to force close these boxes The box below will open and remind you to be closed out of your TEAM program It will ask you to press any key to continue and you should press the space bar C windows system32 cmd exe Please make sure you have exitted out of TEAM and Press any key to continue The transfer will now begin Once the transfer is completed another black box will appear It will ask you to press any key to continue and you should hit the space bar again C windows system32 cmd exe TRANSFER COMPLETE Press any key to return to the Command Center Press any key to continue After you hit the space bar for the second time the black box should close and the following box will appear You should click the ok button Command Center GEMCOR Inc J Please Wait until the black boxes finish executing and then press ok April 2011 Call Toll Free 1 888 GEMCOR 8 42 GEMCOR Inc TEAM User s Manual 2010 2011 Edition You should now have the most current version of TEAM You can verify this by checking your current version of TEAM on your TEAM home screen See the section titled How to find out what version of TEAM you currently have above If you do not have the Team Upgrade button on the TEAM side of your Command Center or if the button is not enabled please call GEMCOR at 1 888 GEMCOR 8 so that we can give you the necessary update Training GEMCOR host
42. ll benefit from reduced postage and express mail expenses on your end too Lastly regulations allow you to maintain your records electronically so you need not even print your ISIRS on campus Once they are in your TEAM system they are part of your permanent records As with any software system April 2011 Call Toll Free 1 888 GEMCOR 8 1 GEMCOR Inc TEAM User s Manual 2010 2011 Edition we encourage routine backups of your data but should you lose any data we can regenerate a year to date batch of ISIRS at any time It s a classic win win situation GEMCOR Inc is now paperless for the 2010 2011 ISIRs and 2011 2012 Award Letters If you are not already a TEAM Client please call our offices at 1 888 GEMCOR 8 to receive your TEAM Installation Package for 2010 2011 so that you can print your 2010 2011 ISIRS and 2010 2011 Award Letters This user s manual will outline the features of the TEAM software system and will provide instructions for the use of all TEAM features If at any time you require technical support help is only a phone call away Just dial toll free 1 888 GEMCOR 8 2011 2012 TEAM System Features 9oego ogo ogqoaeeded e Receive ISIRs electronically through Internet based transfers Print Preview ISIR records by daily batch or individual basis Request Federal Pell Grant Awards Request Federal SEOG Awards Request Federal Direct Loan Awards Print Award Letter Notifications Notify GEMCOR of refunds deposit
43. mation tab in the Utilities Module both fields will be automatically entered for each new record that you create The default credential level will be Undergraduate Certificate The default GE Program Indicator will be Yes The default Medical Dental Internship Residency will be No Make sure that you change any information accordingly if these are not the correct defaults for the student s record that you are creating In an upcoming version of TEAM the SEND button at the bottom of the screen will be enabled so that you can transmit all of your Gainful Employment Reporting data to GEMCOR and we will submit it to the Department in a batched format How to Check or Clear Your Messages You will find these two buttons on the bottom left hand side of your Command Center home screen If you want to check to see if you have any messages waiting to be read click the Check Messages button When you are done reading your messages you can click the Clear Messages button If you have a message that says there are ISIRs that are currently waiting to be imported into TEAM you must first import those ISIRs before you can draw down more ISIRS through your next receive If you have a message that says you have a pending payment file waiting to be sent make sure that all of your selected student records are marked as toggled and do a SEND function to export the student records to GEMCOR aac ommnase Sone Mesag
44. mined by you Select the student s dependency status independent dependent or you can select the Parent Plus Denied Credit Check option To determine eligibility for subsidized loans any other financial aid and the EFC must be subtracted from the total cost of attendance The resulting figure represents unmet need and is the amount a student can apply for in a subsidized loan In the Subsidized Loan Determination box enter the total cost of attendance for the period of the loan The EFC will be automatically entered in the next box based on the loan April 2011 Call Toll Free 1 888 GEMCOR 8 272 GEMCOR Inc TEAM User s Manual 2010 2011 Edition period that you entered in the general information tab Enter the less other financial aid for period of loan Then you can click the under the Calculate Loan Amounts heading to the right click the SUB button to calculate the amount of the award This calculated amount will appear in the Subsidized box below In the Unsubsidized Plus Loan Determination box a similar calculation to the Subsidized loan is performed to determine the eligibility for Unsubsidized and PLUS loans except that the EFC figure is not used in these calculations Eligibility for Unsub and Plus loans is limited only by cost of attendance less other financial aid In the Unsubsidized Plus Loan Determination box the information should already be calculated for you This calcul
45. n School Information Enter your school information by selecting the UTILITIES button and selecting the School Information tab Enter your school s name address and phone number Select your School Type Clock Hour School or Term Based School This will aid in calculating the Anticipated Disbursements on your TEAM Award Letters Utilities Menu Program Information Budget Information School Information Miscellaneous School Hame Street Address City gt i g select school Type Phone Number Clock Hour School Term Based School Program Information The Program Information Module includes constant information about Academic Programs at each of your schools Go to the Utilities section and click on the Program Information tab Complete the following information to create a program record for each academic program at your school The asterisk key at the bottom of the screen allows you to add a new record You can use the binoculars button to search for a specific program Enter your first program ID and description Enter the program length by typing in the clock credit hours or terms and the number of weeks in the selected program Then enter the academic year length by typing in the clock credit hours or terms and the number of weeks in the academic year Enter the number of payments in each program the breakdown in units or terms for each pay peri
46. nd calculate the anticipated disbursements by listing the fund type projected payment date projected payment amount program payment number academic year payment number and academic year Once you click calculate anticipated disbursements you can modify any information as necessary April 2011 Call Toll Free 1 888 GEMCOR 8 29 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Please make sure that all of the program payment information has been entered accurately for each of your school programs and that all of the necessary student information is present If you have not yet selected the type of school term or clock credit hour please so do so by clicking on the UTILITIES button from the TEAM Main Menu and then clicking on the School Information tab There is also an Award Letter button on this menu that allows you to print the student s award letter for their student file 2011 2012 Student Award Information for LILLY M ARRISON Packaging Anticipated Disbursements Projected Projected Payment Program Payment Academic ear Academic Fayment Date Amount Number Payment Number ear FOSLP 03 24 2010 250 00 An 51 Awardi etter The anticipated payments above will print on the Award Letter Once you click Calculate Anticipated Disbursements you can modify any information as necessary Please make sure that all ofthe program payment information has been entered accurately for each of your schools p
47. nternet connections are required before sending data Dial up Internet users must sign on to ISP before performing Send functions Do you wish to continue Yes No Just like in the first option to send the data to Gemcor the black boxes will appear It is very important that you do NOT click the X to force close these boxes You should follow the prompts that the boxes give you and when they ask you to press any key you should hit the space bar to continue Always remember ETES Enter Toggle Export Send April 2011 Call Toll Free 1 888 GEMCOR 8 35 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Receive In order to receive information from GEMCOR such as your school s ISIR s and confirmation of payments you will need to click on the RECEIVE button on your Command Center screen RECEIVE The following black boxes will open in order to complete the transfer It is very important that you do NOT click the X to force close these boxes The box below will open and remind you that you need an active internet connection in order to make an FTP transfer It will ask you to press any key to continue and you should press the Space bar ot C windows system32 cmd exe You must have an active Internet connection before attempting FTP transfers If not Press Ctrl C to abort this attempt or if you are ready to proceed Press any key to continue The transfer will now begin Once the
48. nto TEAM will be included on the selected student s ISIR Summary lf you would like to preview a student s ISIR select a student from the list and oe 8 click the Preview ISIR button at the bottom of the screen Select this option if you want to view the student s ISIR on your computer screen instead of printing the ISIR out This is a preview of all of the information that is on the students printed ISIR lf you would like to see a student s ISIR quick view select a student from the list and click on the Quick View button at the bottom of the screen The ISIR Quick View includes a summary of the information that appears on the selected Student s ISIR lf you would like to print a student s ISIR select a student from the list and click i on the Print button at the bottom of the screen This will print the selected student s ISIR to your computer s default printer Gainful Employment Reporting To enter the Gainful Employment Reporting Requirement Form click on the Gainful Employ button on the bottom of the Command Center home screen This will bring you to the following screen April 2011 Call Toll Free 1 888 GEMCOR 8 37 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Gainful Employment Reporting Requirement Middle Last MCKEE SSN 273 94 6168 In the Utilities Module School ee F r Information tab make sure the OPE ID 03 05 1990 Institution Name Educators of Beauty OPE ID 555555 is ke
49. od and the number of weeks in each pay period This will aid in calculating the Anticipated Disbursements on your TEAM Award Letters April 2011 Call Toll Free 1 888 GEMCOR 8 16 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Utilities Menu Program Information Program ID plea 6 character maximum Payments in the Program 2 Description Units Weeks Units Weeks in Pay in Pay in Pay in Fay Period Period Period Period 1 0 Program Length Clock Credit Number of Hours Weeks 2 0 Academic Year Length Clock fCredit Number of Hours Weeks Complete the fields above to create a Program Record for each academic program at your school Use the Navigation gh Toolbar below to Navigate through the program records The asterisk key below adds a new record Use the binoculars on the letto search for a specific program Record H l ofl oR ORE rq Search Budget Information Enter your Budget Information by selecting the UTILITIES button and selecting the Budget Information tab Complete each field on this page to create a Cost of Attendance record for each standard Budget used at your school Use the navigation toolbar at the bottom of the screen to navigate through the budget records The asterisk key below adds a new record Use the binoculars at the bottom of the screen to search for a specific Budget First enter your Budget ID and Budget Description Then enter the amounts for each field A
50. orn We CGUCHUONEL HOGA Private Loans Amount TIT STE No Database Found Enrolled in Another Program Institutional Financing Amount 2011 2012 S enrolled in any other program at the same inst 2012 2013 D enrolled in another program at different inst School Name 2013 2014 Neither OPE ID 2014 2015 Credential Level Program Name Undergraduate Certificate Accounting and Business Management 520305 Associate s Degree Accounting and Computer Science 301601 GE Program all Bachelor s Degree Accounting and Finance 520304 Indicator No Post Baccalaureate Certificate Accounting and Related Services Other 520399 Master s Degree Accounting Technology Technician and Bookkeeping 520302 Doctoral Degree Accounting 520301 CIP Code First Professional Degree Acoustics 400809 Acting 500506 Use Navigation Buttons Below to View Next Student orto Add a Record The first time that you open this form the following message box should appear asking you to enter your school s OPE ID in the Utilities Module under the School Information tab You should do this right away so that you do not forget Otherwise you will have to enter the OPE ID for each student manually Microsoft Office Access Please go to the Utilities Module School Information Tab and make sure the OPE ID is keyed in for your school Otherwise you will be keying in the i OPE ID for each student Would you like to enter the OPE ID
51. rmation on second payment requests Subsequent Payments Our systems will automatically schedule future payments to a student at the time the first payment on a SAR or ISIR is processed The schedule shall coincide with the remaining payment periods in the institution s academic year When students reach a subsequent payment period and the institution has determined that the students have been maintaining satisfactory progress in accordance with published standards you may request subsequent payments through your TEAM software s electronic process We will then process the students next payments GEMCOR does not automatically process future payments based on scheduled dates You must notify us that a student has completed all requirements of the prior payment period before future payments are generated Refunds In the event a borrower withdraws from your school you may discover that some of the loan pell money received by the borrower was unearned After determining how much loan pell money is unearned you will return these funds by depositing the unearned amount back into your federal funds bank account and notifying GEMCOR about this return of funds We will then adjust the borrower s account with the Department of Education and either use the returned funds on hand for a future borrower or return them to the Department of Education electronically lf you would like to request a refund for a particular student first select the stu
52. rograms and that all ofthe necessary student information is present Ifyou have notyet selected the type of school TERM OR CLOCK CREDIT HOUR please do so on the Wtilties Menu School tab Record H 1 of 2 i Search q Transmit The TEAM System provides all the software necessary for you to begin processing your Title IV award data through GEMCOR electronically After entering your FAFSA documents into the federal CPS web site through the Department of Education s EDExpress FAA On Line Access system you will be able to electronically receive your students ISIRs through our TEAM System Once you have received your ISIRs through TEAM you will be able to electronically request Federal Pell awards FSEOG awards or Federal Direct Loan awards with virtually no paperwork Simply select the desired student record from the easy to use pick lists enter your Formula Sheet or Loan Certification Worksheet information then export your data and send it all electronically through today s state of the art FTP Internet based file transfers Further you will be able to request second payments and notify GEMCOR of any April 2011 Call Toll Free 1 888 GEMCOR 8 30 GEMCOR Inc TEAM User s Manual 2010 2011 Edition refunds paid through the same FTP batch and transfer process The entire process works on an easy to remember acronym we call E T E S Enter Toggle Export Send Step 1 ENTER Enter the award information formula sheet
53. s a series of small informal training sessions on Title IV program administration each year These sessions will be condensed to a one day format and will cover a brief overview of FAFSA and ISIR processing with more significant emphasis on new regulations and policies that have been enacted through recent legislation Usually the training sessions are held at our Bolingbrook Illinois office Most sessions can comfortably accommodate 12 to 14 participants per session Meetings of this size should provide a great opportunity for hands on training in an informal and open forum like setting There will be no charge for participants to attend these sessions When the new Seminar Schedule is updated it will be posted to our webpage at www gemcorinc com You can confirm your wish to attend any of the meetings by fax or email Email Steve at steve gemcorinc com Your registration will be confirmed by email Space is limited so let us know as soon as possible Call our office with any questions and we hope to see you at one of our meetings Our office provides toll free technical support on any educational or financial aid issues during normal business hours Monday Friday 9 00am to 5 00pm Central Time In addition to general daily inquiries we can provide assistance to you with program review responses accreditation concerns and eligibility and certification issues We would be happy to assist you with any questions you might have regarding the services
54. that GEMCOR Inc can provide to your business Should you want to contact us for more detailed information on how GEMCOR Inc can support your institution please let us know Your questions are very important to us April 2011 Call Toll Free 1 888 GEMCOR 8 A3 GEMCOR Inc TEAM User s Manual 2010 2011 Edition For support with any questions that you have you can contact Don Grybas President of GEMCOR Inc Don can be reached at 1 630 633 5600 ext 101 or by email at don gemcorinc com PELL Department For support on PELL grants please contact Steve Berry Vice President of GEMCOR Inc Steve can be reached at 1 630 633 5600 ext 103 or by email at steve gemcorinc com Federal Direct Student Loan Department For support with Direct Loans please contact Megan Reftness Director of Federal Direct Student Loan Division or Michele Thompson Federal Direct Loan Officer Megan can be reached at 1 630 633 5600 ext 105 or by email at megan gemcorinc com Michele can be reached at 1 630 633 5600 ext 111 or by email at michele gemcorinc com Information Systems amp Technologies Department For support with TEAM or TRAX please contact Laurie Grybas Director of Information Systems amp Technologies Division or Terrah Spoolsira Software Developer Laurie can be reached at 1 630 633 5600 ext 107 or by email at laurie gemcorinc com April 2011 Call Toll Free 1 888 GEMCOR 8 44 GEMCOR Inc TEAM User s Manual 2010
55. the TEAM Main Menu Any ISIR data that GEMCOR has prepared for you will be returned during this transmission If you received any ISIR files from GEMCOR they must be imported into the TEAM database and then you will have the option to preview or print selected students ISIRs Schools who receive data from the Student Aid Internet Gateway SAIG system under their own TG account can choose whether they want to import and print their ISIRs through EDExpress or through TEAM Pell Award Processing After your ISIRs have been imported into the TEAM system you can enter Formula Sheet information for students who are ready for a first Pell payment for the award year For subsequent payments simply enter the payment eligibility date into the student s record in the TEAM system All Pell award files can then be exported into a single data file and the file will be transmitted to GEMCOR during your next send function When we receive the file your students Pell awards will be processed accordingly Federal Direct Loan Processing After your ISIRS have been imported into the TEAM system you can enter Certification Worksheet information for students who are ready for a first Direct Loan payment for the award year For subsequent payments simply enter the payment eligibility date into the student s record in the TEAM system All Direct Loan award files can then be exported into a single data file and the file will be transmitted to
56. to be completed in this academic year Four new ATB fields have been added to this menu If your school accepts students who possess neither a high school diploma or a GED then you must report the ATB information to the Department of Education through GEMCOR You can submit the ATB information to GEMCOR through TEAM or by filling out the new 11 12 formula sheets and mailing or faxing the forms to us Make sure to use the appropriate formula sheet for your school clock credit hour or term based These new formula sheets are now on our website for downloading at your convenience Go to www gemcorinc com and click on the Downloads page to find your appropriate formula sheet Team Users first select the ATB Code from the available list on the menu below Then select the ATB Test Administrator Code Then select the ATB Test Code and enter the ATB Completion Date If these fields do not apply to the selected student please leave them blank April 2011 Call Toll Free 1 888 GEMCOR 8 20 GEMCOR Inc TEAM User s Manual 2010 2011 Edition ATB Completion Date 06 15 2011 ATB Test Administrator Code ATB Test Code Testing Completed Testing Center COMPASS ESL WBST College Credits Test Administrator state Process ai Ni WorkKeys Home Schooled I TABE dd i Nil On the bottom of this tab enter the payment period number you would like to start the award either 1 or 2 Once you have entered all of the student s information in the PELL t
57. transfer is completed another black box will appear It will ask you to press any key to continue and you should hit the space bar again Please presa THE SPACE BAR te vie De NOT hit ESC DO NOT HIT ENTER Press any key to continue After you hit the space bar for the second time the following box will appear This box will tell you if you have any new messages or if you have any new ISIR files that can be printed In the box below there are no new messages and no new ISIR files to be printed This box will ask you to press any key to continue and you should hit the space bar for the third time to complete the receive function o C windows system32 cmd exe You have no new messages You have no new ISIR files to be printed Press any key to continue April 2011 Call Toll Free 1 888 GEMCOR 8 36 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Print Preview amp Quick View During a receive function you will automatically receive any new ISIR data in GEMCOR s systems After receipt of an ISIR file from GEMCOR the file must be imported into the TEAM database This import function will not only allow you to print the ISIRs but will also store the data in the TEAM database for future electronic award request functions If you want to print an ISIR Summary of all current ISIRs in TEAM click the PRINT ISIR SUMMARY button All student s names student ID numbers EFC s and the date the ISIRS were added i
58. tted The first way to export and send records to GEMCOR is to click on the TRANSMIT button on the TEAM Main Menu April 2011 Call Toll Free 1 888 GEMCOR 8 3 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Transmit Payment Requests Transmission Log All Activity Pending Refund Requests If you would like to preview a listing of the student records that are marked for transmission select Pre Transmission Review on the left You cannot run this report after you begin the export process To print this listing Press Ctrl P while in preview mode Only the student records that you marked for transmission will be exported When you are ready to Fa b perform the export select Export and Send to GEMCOR atthe left ou will be prompted to send the qp records to GEMCOR for Payment Fe You must 1 Toggle 2 Export 3 Send 4 Receive Payment Confirmation in order to successfully and aid to transmit payment requests to GEMCOR Ifyou do not recieve a payment confirmation within one GEMCOR business day of transmittal please call our offices at 1 688 GEMCOR 6 Then click on the Transmit Payment Requests tab It is recommended that you first review the Pre Transmit Review the first button on this tab to ensure that all students are included on the report If after reviewing the transmission report should you determine that additional data needs to be processed you may exit the EXPORT fun
59. x appears April 2011 Call Toll Free 1 888 GEMCOR 8 9 GEMCOR Inc TEAM User s Manual 2010 2011 Edition Ty LogMeln Installation Install status Setup is performing the requested action Setup Completed Logviein is now installed on this computer Ta g000ss this computer remotely qa to wew LOghGin com and keg in with your dra aderi and possword Need help Wert wa Loghein com suport Once you have completed the installation of LogMeln on the computer that you wish to have TEAM installed our Technical Support Staff can log into your machine remotely and install the TEAM software After the installation is complete we will load your Year to Date ISIR files updated Disbursement Journals and Confirmation Files into your TEAM mailbox and activate your license You can also choose to install our TEAM software through a CD mailer package Workstation Installation from CD Close any programs which may be minimized or running on your system Place the TEAM CD into your CD ROM CD RW or DVD ROM drive Click the Start button then Run then click Browse Select your CD DVD drive from the pick list marked Look In To install select and run the Setup exe file to begin your installation April 2011 Call Toll Free 1 888 GEMCOR 8 10 GEMCOR Inc TEAM User s Manual 2010 2011 Edition 1 Welcome Screen click NEXT 2 Customer Information Screen Enter User Name and Organization and click NEXT
60. yed in for your school otherwise you will be keying in the OPE ID for The nax ie jelda desQ18e the isto S GQUCAUONG BOWKER BEBE SUGAR WAS BUOHED duning BE WIENE each student Credential Level Program Name Undergraduate Certificate Accounting and Business Management 520305 GE Program ca For TRAX Users Associate s Degree Accounting and Computer Science 301601 Indicator No Ifyou would like to import your TRAX Bachelor s Degree Accounting and Finance 520304 Students into this table for Gainful Post Baccalaureate Certificate Accounting and Related Services Other 520399 Medical Dental Yes Employment Reporting Requirements Master s Degree Accounting Technology Technician and Bookkeeping 520302 Internship or make sure your correct TRAX Doctoral Degree Accounting 520301 Residency Database location is selected below First Professional Degree Acoustics 400809 and click the IMPORT FROM TRAX Acting 500506 CIP Code 520401 button FFEL or Program Attendance Begin Date 09 07 2010 Program Com Award Year Your TRAX Database is Located Yes pleted Direct Loans No Program Attendance Begin Date Attendance Withdrew 2006 2007 Enrolled fo r Th i s Awar d Ye ar 0 g 0 7 42 01 0 Statu s 2007 2008 CATRAX raxdata mdb 2008 2009 QATRA traxdata mdb IMPORT FRM The loliowing daia elemens are ta Ge rgcared aniei the student Program Attendance End Date 12 20 2010 2009 2010 TATRAS traxdata mdb TRAX COWHER GF wihdrew P
61. yment request files April 2011 Call Toll Free 1 888 GEMCOR 8 28 GEMCOR Inc TEAM User s Manual 2010 2011 Edition 2011 2012 Student Award Information for LILLY M ARRISON General Information Packaging Disb Refunds Comments Requests for Payment Student lives with her Grandmother Student is planning on taking a leave of absence from 6 10 2011 to 10 02 2011 e Requests for Payment There is a Requests for Payment tab under the PROCESS menu that displays a list of all of the requests for payment that you have made on this particular student This screen will show the date the request was made the request ID the student s name the type of payment status of request and the confirm date 2011 2012 Student Award Information for LILLY M ARRISON General Information Packaging Disb Refunds Comments Requests for Payment Pell Requested DLRequested FSEOG Requested Refund AY 1 2 Amount 1 2 Sub Unsub Plus 1 2 Amount Requested 201N N 4202011 Y N 1500 500 Status Date Status Student Name Student ID 04 03 2011 BATCHED ARRISON LILLY 777889999AR03 e Anticipated Disbursements There is an Anticipated Disbursements tab under the PACKAGING tab Under this tab you can click the Calculate Anticipated Disbursements button from the right hand side of this screen This will take the information that you have previously entered for the student a

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