fellowship training 2005-06 welcome fellowship training 2005
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Fellowship Training 2005-06
Training TeamCyndi Lynch,
Director of Fellowships and Professional Development
clynch@purdue.edu 42598
Kelly Kater
Fellowship Secretary
kater@purdue.edu 42598
Ashlee Robertson
Director of Financial Affairs
ashlee@purdue.edu 41558
Fellowship Training 2005-06
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
Fellowship Training 2005-06
Agenda
• Fellowship Overview
• Fellowship Program Changes
• Offer Letters
Fellowship Training 2005-06
Reference Material
Fellowship Manual http://www.purdue.edu/GradSchool/downloads/facstaff/fellowshipmanual.pdf
Fellowship Training 2005-06
Fellowship Policies
• Executive Memorandum A-199 (1961)
• Addendum to A-199 (1984)
• Executive Memorandum C-23 (1991)
• Medical Insurance Policy (1997)
Fellowship Training 2005-06
Executive Memorandum A-199
1. Definition of a fellowship
2. Conditions for acceptance
3. Recommended financial provisions
4. Policy-making responsibilities
Fellowship Training 2005-06
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.
Fellowship Training 2005-06
Addendum to A-199
Sets the charging/costing guidelines for fee remits for dual fellowship and assistantship appointments
Attachment 3
Fellowship Training 2005-06
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.
Fellowship Training 2005-06
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
Fellowship Training 2005-06
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 Training 2005-06
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
Fellowship Training 2005-06
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
Fellowship Training 2005-06
Financial Aid Eligibility
• Cost of education – Aid = Loan Eligibility
• Aid includes scholarships, fellowships, assistantships
Fellowship Training 2005-06
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
Fellowship Training 2005-06
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-
Fellowship Training 2005-06
Note:
• If a student has a fellowship and an assistantship, the fellowship stipend must be included in calculating financial aid eligibility.
Fellowship Training 2005-06
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.
Fellowship Training 2005-06
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.
Fellowship Training 2005-06
Types of Fellowships
• Federal
• Graduate School Administered
• School or Department Endowed
• Foundation
• Industrial
Fellowship Training 2005-06
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)
Fellowship Training 2005-06
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 )
Fellowship Training 2005-06
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
Fellowship Training 2005-06
Awards selected by Academic Program
• Andrews• Dissertation• Knox• Lynn• Purdue Doctoral• Ross• Summer Research GrantsReference: Guide to Graduate School Awards (purple sheet)
Fellowship Training 2005-06
Graduate School Selected
• Chappelle• George Washington Carver• Kruhe• Puskas• Special Initiatives
Reference: Guide to Graduate School Awards
Fellowship Training 2005-06
Terms of Appointment
• Title/Type (TA/RA/Fellow)
• Stipend or compensation amount
• Length of appointment
• Tuition & fees (how & what covered)
• Insurance
Fellowship Training 2005-06
Offer Letter – Key Points
• Title of Appointment?– Fellowship or Assistantship
• Stipend or Compensation amount?– Fellowship/Stipend
• No Taxes Withheld
– Assistantship/Compensation amount• Taxes Withheld
Fellowship Training 2005-06
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)
Fellowship Training 2005-06
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
Fellowship Training 2005-06
Key Points (continued)
• Fees– Dependent on Sponsor/Department– Graduate appointment fee– Technology fee– International student fee– Differential fee
Fellowship Training 2005-06
Key Points (continued)
• Resolution of the Council of Graduate….– Cannot require acceptance prior to April 15th
Fellowship Training 2005-06
Key Points (continued)
• Offer Letter DistributionDept. Business Office Graduate School
Dept. Graduate Chair Student file
ISS (if international) Others as Needed
Fellowship Training 2005-06
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 Training 2005-06
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 Training 2005-06
Fellowship Resources
• Other resources needed?– email fellowships@purdue.edu
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