STATE UNIVERSITY OF NEW YORK

OFFICE OF THE UNIVERSITY CONTROLLER

Schedule of Student Account Activity

OVERVIEW

The state University is required to identify the scholarship allowances received by/for students and is required to report this as scholarship allowance (contra revenue) against the appropriate revenue category to which this was applied (i.e. tuition and fees, residential facilities, meal plans, etc.) or expense. 

Information to be provided by the campuses is reflected on Exhibit VII.  We are requesting the campuses to provide this information for the fiscal year ended June 30 which generally includes the summer and fall (prior year) and spring (current year) semesters.

PURPOSE

This information is necessary and will be used in the University’s methodology for the application of scholarship allowances to the various student charges and the amounts paid back to the students.

Questions regarding the exhibit should be directed to the university controller's office at (518) 443-5463.  The Exhibit must be submitted by August 6.

INSTRUCTIONS

The information requested on the attached exhibit is briefly described below:

3^rd Party Grants and Scholarships to Students – If the outside entity (third party) selects the recipient of the scholarship, the amount is considered a third-party receipt to the student.

3^rd Party Grants and Scholarships to Campus - If funds are remitted to the institution by an outside entity and the institution selects the recipient, then the award is considered to be made to the campus.

Other Federal/State Grants – The campus will need to report amounts received for the DMNA, VESID, and Veteran programs.  These amounts are not identifiable by System Administration.

                                                    STATE UNIVERSITY OF NEW YORK

                                            OFFICE OF THE UNIVERSITY CONTROLLER

                                         Schedule of Student Account Activity

Waivers/Scholarships – These are campus waivers/scholarships awarded by the campus, EXCEPT THOSE AMOUNTS PROVIDED IN THE STATE UNIVERSITY FINANCIAL PLAN (UNIVERSITY-WIDE SCHOLARSHIP/FELLOWSHIP PROGRAMS).  These amounts will be identified by System Administration and include grants/programs for GA/TA waivers, Graduate Opportunity Program, employee/UUP waivers, Critic Teacher/Social work waivers, Economically Disadvantaged Professional students, Graduate Fellowships – Underrepresented Minorities, Empire State Scholarships - Underrepresented Minorities, EOP, and the State University Supplemental Tuition Award (SUSTA).

Current restricted fund endowment earnings (managed by the University of Buffalo) used for scholarships do not need to be reported as these amounts will be identified by System Administration.

The Controller’s Office will also identify and report the RESIDENT ASSISTANCE WAIVERS as reported by the campuses each semester.  If you have rent waivers in addition to what is reported to the Controller’s Office, please report them on this form.

Stipends/Scholarships paid through the payroll process – These are stipends and scholarships awarded and paid through the payroll process.

Student Payments Received – Payments received from the student, exclusive of loans, federal, state, and 3^rd party grants, etc.  If the campus does not specifically identify these amounts, the campus may need to identify all payments applied to the student account and back out amounts received from other than the student.

Refunds to Students - Refunds to students generally result from funds received from all sources (payments, aid, loans, etc.) in excess of student charges.  Payments made directly to students for Stipends should not be reported here.

                                                    STATE UNIVERSITY OF NEW YORK

                                            OFFICE OF THE UNIVERSITY CONTROLLER

                                         Schedule of Student Account Activity

Campus:  __________________________              Dept./Div.Code: _________________

Preparer: __________________________              Telephone:  ____________________