Fellowship Training 2005-06 Welcome Fellowship Training 2005.

Fellowship Training 2005-06

Welcome

Fellowship Training 2005


Training TeamCyndi Lynch,

Director of Fellowships and Professional Development

[email protected] 42598

Kelly Kater

Fellowship Secretary


Ashlee Robertson

Director of Financial Affairs



Objectives

Understand the difference in graduate student appointments and financial aid implications

Communicate changes in Graduate School Fellowship Program

Understand the impact of offer lettersAcademic Office Business OfficeCommunicate


Agenda

• Fellowship Overview

• Fellowship Program Changes

• Offer Letters


Reference Material

Fellowship Manual http://www.purdue.edu/GradSchool/downloads/facstaff/fellowshipmanual.pdf


Part 1Fellowship Overview


Fellowship Policies

• Executive Memorandum A-199 (1961)

• Addendum to A-199 (1984)

• Executive Memorandum C-23 (1991)

• Medical Insurance Policy (1997)


Executive Memorandum A-199

1. Definition of a fellowship

2. Conditions for acceptance

3. Recommended financial provisions

4. Policy-making responsibilities


Fellowship Defined

Free grant given to the University for the support of a graduate student in his or her study and /or research. The primary purpose of such a grant is to further the education and training of the student recipient in his or her individual capacity.


Addendum to A-199

Sets the charging/costing guidelines for fee remits for dual fellowship and assistantship appointments

Attachment 3


Addendum A-199 con’t.

Students on a fellowship appointment, who hold an additional .25 FTE, are entitled to the graduate staff fee remission, as part of the compensation benefits. This is an entitlement that cannot be waived.


Executive Memorandum C-23

• Monthly stipend (fellowships) andcompensation (assistantships) ranges

• Salary policy is approved by the Board of Trustees and communicated to the academic units by the Dean of the Graduate School


Medical Insurance Policy

• All fellowship awards to include a supplement for the purchase of medical insurance

• When the fellowship does not provide a supplement, the department is responsible


Fellowship or Assistantship

• Guidelines

• Tax implications

• Financial aid implications

Reference: Guidelines for Determining the Status of a Student as a Graduate Assistant or Graduate Fellow


Appointment Limitations

• Assistantship = 0.50 FTE

• Fellowship = 0.00 FTE• Additional 0.25 FTE Grad appointment permitted

• International students maximum appointment = 0.50 FTE (visa restriction)

• Fellowship does not count towards this requirement


Financial Aid Eligibility

• Cost of education – Aid = Loan Eligibility

• Aid includes scholarships, fellowships, assistantships


The Estimated Cost of Education

(Based on survey conducted by Division of Financial Aid)

Resident Non-Resident

Tuition, fees 5,860 17,640

Room, meals 6,700 6,700

Books, supplies 890 890

Transportation & Personal 1,260 1,340

Total $14,710 $26,570


Financial Aid Calculations

Resident Assistantship Fellowship

Cost of education 14,710 14,710

Fee remission 4,732

Tuition scholarship 4,732

Fellowship stipend 14,000

Loan eligibility 9,978 -0-


Note:

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


Special Note:

• When registering fellows for classes, do not code fellows as assistants on the Registrar Form 23 (sections 9 and 9a)

• Division of Financial Aid may be required to bill the student for disbursed loan proceeds.


Need-based Fellowships

• For all financial need-based fellowships (i.e. GAANN or Javits), the student must have a FAFSA establishing financial need before the award is made.


Part 2Graduate School Fellowships


Types of Fellowships

• Federal

• Graduate School Administered

• School or Department Endowed

• Foundation

• Industrial


Graduate School Fellowships• Andrews• Bilsland

Dissertation• Carver• Chappelle• Knox• Kruhe

• Lynn• Purdue Doctoral• Puskas• GS Summer Research

Grants• Ross• Special Initiatives

Reference: 2004-05 GS Fellowships & Guidelines (purple sheet)


Changes occurring in 2004-05

• Allocation are made in dollars, not in numbers

• Schools/programs set stipend level

(minimum $14,000 plus insurance & tech fee )


Changes occurring in 2004-05

• Diversity fellowships (Knox, Purdue Doctoral) are selected by the School/College

• Diversity fellowships (Knox, Purdue Doctoral, and George Washington Carver) are required to complete a 500 word diversity essay

• Special Initiatives fellowships are student written and submitted


Awards selected by Academic Program

• Andrews• Dissertation• Knox• Lynn• Purdue Doctoral• Ross• Summer Research GrantsReference: Guide to Graduate School Awards (purple sheet)


Graduate School Selected

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

Reference: Guide to Graduate School Awards


Part 3 Offer Letters

Fellowship/Assistantship


Terms of Appointment

• Title/Type (TA/RA/Fellow)

• Stipend or compensation amount

• Length of appointment

• Tuition & fees (how & what covered)

• Insurance


Offer Letter – Key Points

• Title of Appointment?– Fellowship or Assistantship

• Stipend or Compensation amount?– Fellowship/Stipend

• No Taxes Withheld

– Assistantship/Compensation amount• Taxes Withheld


Key Points (continued)

• Length of Appointment?– Consistent with Award– Long Term Commitment

• Insurance– Fellowship/stipend supplement– Assistantship/PU grad health insurance

(www.student-resources.net)



• Tuition– Assistantship/Tuition Remitted– Fellowship

• GS – tuition scholarships

• Federal – tuition scholarships

• Institutional commitments – tuition scholarships

• Industrial – not eligible for tuition scholarship

• Foundation – check with Graduate School



• Fees– Dependent on Sponsor/Department– Graduate appointment fee– Technology fee– International student fee– Differential fee



• Resolution of the Council of Graduate….– Cannot require acceptance prior to April 15th



• Offer Letter DistributionDept. Business Office Graduate School

Dept. Graduate Chair Student file

ISS (if international) Others as Needed


Key Points – Offer Letters

• Use Fellowship Offer Response Form

copy the Graduate School on the responses

• Academic Office and Business Office audit final list of fellows; copies Graduate School


Fellowship Resources

• Fellowship Manual• HBCU, HSI, Tribal college report• Funding web page

http://www.gradschool.purdue.edu/funding/• Fellows web page

http://www.gradschool.purdue.edu/funding/fellows.cfm

• Fellows recognitionhttp://www.gradschool.purdue.edu/funding/indextemp.cfm


Fellowship Resources

• Other resources needed?– email [email protected]


Questions

Cyndi Lynch,

Director of Fellowships and Professional Development


Kelly Kater

Fellowship Secretary


Ashlee Robertson

Director of Financial Affairs


Fellowship Training 2005-06 Welcome Fellowship Training 2005.

Documents

Transcript of Fellowship Training 2005-06 Welcome Fellowship Training 2005.