Updating Packaging Plans
Purpose: Use these business processing documents as a reference on how to perform enrollment-based packaging plan set up, adding WBG to Packaging Plans, and understand global equation engines set up.
Audience: Financial Aid staff responsible for managing Packaging Plans
The links below provide access to a preview of the business processing guides. Some of the document formatting may be lost in the preview mode. To view document in its entirety, select the download icon (down arrow with a line underneath) on the right side of the document to download and/or edit the processing guide.
WCG and CBS Enrollment-Based Packaging Setup Guide
Updates
06/07/2024 - WCG and CBS awarding equation engines were updated to consider Enrollment Intensity for Aid Years after 2024
06/04/2025 - WCG and CBS awarding equation engines were updated to not package WCG or CBS when Enrollment Intensity for the term is less than 25% (enrollment of less than 3 credits)
09/06/2024 - CBS equation engines were updated to include the new status of '2-Year/ Transfer' for OK to Award and OK to Pay
Archived
Adding WBG Equation Engine to Packaging Plans
03/20/2025 - Updated to package 0 to 55% for Aid Year 2026 and on
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