Welcome fellowship training 2005
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Welcome Fellowship Training 2005. Training Team. Cyndi Lynch, Director of Fellowships and Professional Development [email protected] 42598 Kelly Kater Fellowship Secretary [email protected] 42598 Ashlee Robertson Director of Financial Affairs [email protected] 41558. Communicate.

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WelcomeFellowship Training 2005


Training Team

Cyndi Lynch,

Director of Fellowships and Professional Development

[email protected] 42598

Kelly Kater

Fellowship Secretary

[email protected] 42598

Ashlee Robertson

Director of Financial Affairs

[email protected] 41558


Communicate

Objectives

  • Understand the difference in graduate student appointments and financial aid implications

  • Communicate changes in Graduate School Fellowship Program

  • Understand the impact of offer letters

  • Academic OfficeBusiness Office


Fellowship Overview

Fellowship Program Changes

Offer Letters

Agenda


Fellowship Manual

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

Reference Material


Part 1Fellowship Overview


Executive Memorandum A-199 (1961)

Addendum to A-199 (1984)

Executive Memorandum C-23 (1991)

Medical Insurance Policy (1997)

Fellowship Policies


Definition of a fellowship

Conditions for acceptance

Recommended financial provisions

Policy-making responsibilities

Executive Memorandum A-199


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.


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

Attachment 3

Addendum to A-199


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.

Addendum A-199 con’t.


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

Executive Memorandum C-23


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

Medical Insurance Policy


Guidelines

Tax implications

Financial aid implications

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

Fellowship or Assistantship


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

Appointment Limitations


Cost of education – Aid = Loan Eligibility

Aid includes scholarships, fellowships, assistantships

Financial Aid Eligibility


The Estimated Cost of Education

(Based on survey conducted by Division of Financial Aid)


Financial Aid Calculations


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

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.

Special Note:


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.

Need-based Fellowships


Part 2Graduate School Fellowships


Federal

Graduate School Administered

School or Department Endowed

Foundation

Industrial

Types of Fellowships


Andrews

Bilsland Dissertation

Carver

Chappelle

Knox

Kruhe

Lynn

Purdue Doctoral

Puskas

GS Summer Research Grants

Ross

Special Initiatives

Graduate School Fellowships

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


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

Changes occurring in 2004-05


Andrews

Dissertation

Knox

Lynn

Purdue Doctoral

Ross

Summer Research Grants

Awards selected by Academic Program

Reference: Guide to Graduate School Awards (purple sheet)


Chappelle

George Washington Carver

Kruhe

Puskas

Special Initiatives

Graduate School Selected

Reference: Guide to Graduate School Awards


Part 3 Offer LettersFellowship/Assistantship


Title/Type (TA/RA/Fellow)

Stipend or compensation amount

Length of appointment

Tuition & fees (how & what covered)

Insurance

Terms of Appointment


Title of Appointment?

Fellowship or Assistantship

Stipend or Compensation amount?

Fellowship/Stipend

No Taxes Withheld

Assistantship/Compensation amount

Taxes Withheld

Offer Letter – Key Points


Length of Appointment?

Consistent with Award

Long Term Commitment

Insurance

Fellowship/stipend supplement

Assistantship/PU grad health insurance

(www.student-resources.net)

Key Points (continued)


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

Key Points (continued)


Fees

Dependent on Sponsor/Department

Graduate appointment fee

Technology fee

International student fee

Differential fee

Key Points (continued)


Resolution of the Council of Graduate….

Cannot require acceptance prior to April 15th

Key Points (continued)


Offer Letter Distribution

Dept. Business Office Graduate School

Dept. Graduate Chair Student file

ISS (if international) Others as Needed

Key Points (continued)


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

Key Points – Offer Letters


Fellowship Manual

HBCU, HSI, Tribal college report

Funding web pagehttp://www.gradschool.purdue.edu/funding/

Fellows web pagehttp://www.gradschool.purdue.edu/funding/fellows.cfm

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

Fellowship Resources


Other resources needed?

email [email protected]

Fellowship Resources


Questions

Cyndi Lynch,

Director of Fellowships and Professional Development

[email protected] 42598

Kelly Kater

Fellowship Secretary

[email protected] 42598

Ashlee Robertson

Director of Financial Affairs

[email protected] 41558


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