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2013-2014 Team

1. Comments Transmission Log FSEQG Anticipated Disbursements Parent Borrower Info Optional Student Info Optional Parent Into Additional Information Select a Cost of Attendance Budget MwP9 ise Summary of expected resources each source Tuition and fees for full academic year 9 300 00 Total COA 15 363 00 Books supplies equipment 600 00 Requested SUE 3 500 00 Foom and Board 5 463 00 Requested UNSUB 46000 00 Minimum of 1500 for a student with no Requested Plus 0 00 dependents who is living with parents or 2500 minimum for all other students PoeVa a Pal 5 645 00 Miscellaneous expenses transportation 0 00 Ather Poou unmaied Determined by school Prorated EFC 0 00 218 00 Other e g dependent care or disability 0 00 FSEOG Amount Requested 218 00 expenses Determined by school F45 25 School Share 163 5 754 Federal Share Start Award with Payment Number 5 Please note the following steps are numbered in the order in which you should complete them on the screen above and the corresponding numbers are included in the steps below The cost of attendance values may change for each student within a program but should generally be based on standard budgets determined the school Select the Cost of Attendance budget from the drop down menu at the top of this tab 1 In step A enter the tuition and fees for a full academic year In step B enter the amount for books
2. Disbursement Report by Payment Date button This report should match your daily disbursement journals from GEMCOR You should periodically match the disbursement journals to this report Data may not reflect refunds processed outside of this system NEW Anticipated Disbursements within Date Range This function will print a report of all of the 13 14 anticipated disbursement records whose projected payments are within a particular date range that have not yet been toggled for payment Enter the date range in which you wish to run the report and click the Anticipated Disbursements within Date Range button lf you would like to hand key the information from scratch or you do not have any previous information to load click on the Program Information tab the Budget Information tab and the School Information tab and add the information manually see below April 2013 Call Toll Free 1 888 GEMCOR 8 13 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Program Information April 2013 The Program Information Module includes constant information about Academic Programs at each of your schools Go to the Utilities section and click on the Program Information tab Complete the following information to create a program record for each academic program at your school The asterisk key at the bottom of the screen allows you to add a new record see arrow below Enter your first program ID and
3. TRAX button next to the Original Start Date field Enter the scheduled attendance per week and select the Program ID before continuing on NEW Admissions Criteria ATB field now required for all Pell and Loan It is located on the General Information Screen in 13 14 TEAM for each student see arrow below Be sure this value is correct before packaging the student record The default value is pulled off of the student s ISIR You should modify this default value for each student where applicable 2013 2014 Student Award Information for JOHNNY DEPP General Information Packaging Disb Refunds Comments Transmission Log Original Start Date CAE Scheduled Attendance Per Week 30 Program ID 41 is Student ID 111223333DE01 Original SSN 111223333 Admissions Criteria ATB REQUIRED School ID 041847 i Testing Complete _ EFC College Credits 00000 Home Schooled Number of Units in Program Number of Weeks in Program 72 39 Number of Units in Academic Year Number of Weeks in Academic Year 30 30 Payments in the Program 3 April 2013 Call Toll Free 1 888 GEMCOR 8 17 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Next click on the Packaging tab and this will bring you to the Pell sub tab 2013 2014 Student Award Information for JOHNNY DEPP Packaging Disb Refunds Comments Transmission Log PELL DIRECT LOAN Grade Level One DIRECT LOAN Grade Level Two FSEO
4. Yes The new data will be reflected in the Anticipated Disbursements tab April 2013 Call Toll Free 1 888 GEMCOR 8 18 GEMCOR Inc TEAM User s Manual 2013 2014 Edition To toggle this student s Pell payment go to the Anticipated Disbursements tab which is to the right of the FSEOG tab You should now see an entry for the Pell payment that you just calculated in the previous step 2013 2014 Student Award Information for JOHNNY DEPP General Information Packaging Disb Refunds Comments Transmission Log PELL DIRECT LOAN Grade Level One DIRECT LOAN Grade Level Two FSEDG Anticipated Disbursements Parent Borrower Info Option im jik Toggle for Toggle Date Fund Type Grade Payment Units in Begin Date Projected Projected Payment Level Period Payment Pernod Payment Amt Payment Date 3 20 2013 FPELL 1 1 15 00 O1 01 2013 2 822 50 0170172013 E FFELL 1 2 15 00 2622 50 01 04 2013 with a Begin Date of 03 28 2013 If you are ready to toggle this payment request check the Toggle for Payment box for the appropriate calculation see arrow above This should automatically enter the Toggle Date to the right of the check box If you want to toggle all of the payment requests in the list with a certain payment number and begin date enter the Payment in the box in the top right enter the date into the with a Begin Date of field and hit the Toggle All Payment
5. below button To un toggle all payments in the list click the Un Toggle All button on the lower right The data for this student s Pell Payment Request is now toggled and will be exported and sent to GEMCOR Inc during the next SEND transmission Direct Loan A first payment of a Stafford or PLUS loan is accomplished by submitting a file to our office for loan origination This file can now be submitted electronically via our TEAM system The following questions you might already be familiar with if you have submitted FDSL Certification Worksheets to us in the past You can now submit the same information to us electronically via TEAM Select the grade level of the loan by selecting either the DIRECT LOAN Grade Level One or DIRECT LOAN Grade Level Two tabs question 2 on certification worksheet Generally the grade level represents the student s grade level at your institution If you offer a one year diploma or certificate program in a particular occupation the student s grade level will be a 1 If a student has attended two years of college at another school prior to enrolling at your school that does NOT put the student into grade level 3 The grade level represents the student s grade level for training received at your institution only April 2013 Call Toll Free 1 888 GEMCOR 8 19 GEMCOR Inc TEAM User s Manual 2013 2014 Edition To process a Direct Loan payment first select the
6. supplies and equipment In step C enter the amount for room and board determined by school In step D enter the amount of miscellaneous expenses and transportation determined by school In step E enter other costs e g dependent care or disability expenses The total cost of attendance will be calculated for each student in the specific program that you identified above Once this information has been entered you can move on to the right side of this menu Here you will find a summary of the resources this student expects to receive during the award period from each source Calculate unmet need by clicking the Calculate MAX FSEOG Award button 2 This will calculate the FSEOG Amount to be requested On the bottom left corner of this tab enter the starting payment period number for the award either 1 or 3 3 Once you have entered all of the student s information in the FSEOG tab click on the Calculate Anticipated FSEOG Disb button at the bottom This will take the information that you have entered for the student and calculate the anticipated FSEOG disbursements This calculation will display on the Anticipated Disbursements tab April 2013 Call Toll Free 1 888 GEMCOR 8 25 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Once you click Calculate Anticipated FSEOG Disb you can modify any information as necessary If you have to make any changes to the data that you have entered please do so and then c
7. After you hit the YES button the following black boxes will open in order to complete the transfer It is very important that you do NOT click the X to force close these boxes The box below will open and remind you that you need to have an active internet connection in order to make FIP transfers It will ask you to press any key to continue and you should press the space bar C windows system32 cmd exe You must have an active Internet connection before attempting FTP transfers If not Press Ctrl C to abort this attempt or if you are ready to procee SS THE SPACE BAR Press any key to continue The transfer will now begin Once the transfer is completed another black box will appear It will ask you to press any key to continue and you should hit the space bar again C windows system32 cmd exe A third black box will appear It will ask you to press any key to continue and you should hit the space bar for the third time C windows system32 cmd exe This will complete the FIP transfer and your payment request files have now been exported and sent to GEMCOR If you do not receive a confirmation file within 24 hours please call GEMCOR at 1 888 GEMCOR 8 e Send Option Number 2 The second way in which you can send records to GEMCOR is to click the SEND button on the Command Center home screen In order to send records to GEMCOR in this way you must have already exported the data explained
8. Request form above displays all anticipated disbursements whose projected payment dates fall before 05 28 2013 This field s default value is the date that the user is accessing the form The user is able to change this date to view anticipated disbursements that fall before the date that they enter into the input box Click the Toggle All button if you want to toggle all anticipated disbursements listed in the Bulk Payment Request box If there is already a begin date entered this function will NOT toggle that disbursement line Enter the begin date that you wish to toggle all disbursements with and click the Toggle All button Click the Untoggle All button if you would like to untoggle all disbursement records that you have previously toggled by using the Toggle All button above Enter the begin date that you wish to untoggle all disbursements that have been toggled with that begin date and click the UnToggle All button April 2013 Call Toll Free 1 888 GEMCOR 8 31 GEMCOR Inc TEAM User s Manual 2013 2014 Edition It is recommended that you first review the Pre Transmit Review the first button on this tab to ensure that all students are included on the report If after reviewing the transmission report should you determine that additional data needs to be processed you may exit the EXPORT function to process additional data before transmission lf all of the records are correct on th
9. Training Support Call Toll Free 1 888 GEMCOR 8 35 36 36 37 7 39 40 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Procedural Information Application Processing To receive federal student financial assistance your students will be required to file a universal and nationally recognized application known as a Free Application for Federal Student Aid FAFSA FAFSAs are typically filed by the student at the U S Department of Education s FAFSA processing web site www fafsa ed gov Within 48 72 hours the student s FAFSA is processed by the Central Processing System CPS and an Institutional Student Information Record ISIR is released to each of the institutions to which the student authorized the release of his her information during the application process These ISIRs are necessary to begin the federal aid awarding process ISIR Processing Any ISIR files for your school are downloaded into your computer each time you perform the receive function from the Command Center Menu Any ISIR data that GEMCOR has prepared for you will be returned during this transmission If you received any ISIR files from GEMCOR they must be imported into the TEAM database and then you will have the option to preview or print selected students ISIRs Schools who receive data from the Student Aid Internet Gateway SAIG system under their own TG account can choose whether they want to import and print their ISIRs through EDExpr
10. and the corresponding numbers are included in the steps below If this student is a first time borrower check the check box First Time Borrower at the top of the menu 1 Then select the payment number in which you would like to start this award either 1 or 3 2 Enter the clock credit hours or terms in the loan period 3 and then select a cost of attendance budget from the drop down menu 4 The cost of attendance can be changed for each student within a program but should generally be based on standard budgets determined by you On the top right side select the student s dependency status independent dependent or you can select the Parent Plus Denied Credit Check option 5 Then enter the loan period begin date and loan period end date 6 7 The loan period should coincide with the length of the student s program or academic year whichever is shorter Payments will be distributed in accordance with your payment periods during that loan period Enter the student s anticipated graduation date 8 To determine eligibility for subsidized loans any other financial aid and the EFC must be subtracted from the total cost of attendance The resulting figure represents unmet need and is the amount a student can apply for in a subsidized loan In the Subsidized Loan Determination box enter the total cost of attendance for the period of the loan The EFC will be automatically entered in the next box based on the l
11. description Enter the program length by typing in the clock credit hours or terms and the number of weeks in the selected program Then enter the academic year length by typing in the clock credit hours or terms and the number of weeks in the academic year Enter the number of payments in each program the breakdown in units or terms for each pay period and the number of weeks in each pay period This will aid in calculating the Anticipated Disbursements on your TEAM Award Leiters NEW Click the Delete This Program button if you would like to delete the program that is currently displayed on the screen This function is password protected and should only be used if you have created a program in error or if there is a blank program that needs to be deleted It is advised that you do not delete programs that you have previously used to package student awards Please call GEMCOR at 1 888 GEMCOR 8 for the password to Delete a Program Utilities Menu Program Information Budget Information School Information Miscellaneous Program ID IMA 6 character maximum Payments in the Program 3 Description Medical Assistant HUnits Weeks HUnits Weeks in Pay in Pay in Pay in Pay Period Period Period Period 1 1 15 Program Length Number of Number of Units Weeks 2 1 15 TY 3 1 15 Academic Year Length Number of Humber of Units Weeks rg Complete the fields above to create a Program Record for each academic progra
12. recordkeeping of all your file submissions and disbursements View Disbursement Journal Information 00000000A Full Time Technical Support via Your Computer Screen Annual Licensing Fee FREE to all GEMCOR Clients System Requirements IBM Compatible Personal Computer PC Windows XP Windows Vista and Windows 7 or Windows 8 Operating Systems ACD CDR or DVD Drive DSL Connection Microsoft Access 2010 or installation of the Microsoft Access Runtime 2010 files In order to access the 13 14 TEAM program you will either need to have Microsoft Access 2010 installed on your computer OR you will need to install the Microsoft Access Runtime 2010 files If you do not already have Microsoft Access 2010 installed on your machine and you need to install the Microsoft Access Runtime 2010 files please call Terrah at 1 888 GEMCOR 8 or email terrah gemcorinc com for instructions on how to do so April 2013 Call Toll Free 1 888 GEMCOR 8 J GEMCOR Inc TEAM User s Manual 2013 2014 Edition Table of Contents April 2013 O 0 O O O Procedural Information Overview of TEAM buttons Installation Getting Started Utilities Program Information Budget Information School Information Sorting the Student Records Process PELL Direct Loan FSEOG Subsequent Payments Refunds Transmit Receive Print Preview and Quick View How to Check or Clear Your Messages Versions of TEAM
13. the second set of eyes confirming the accuracy of the ISIR file Our TEAM system allows users to preview or print ISIRS to the screen or printer print award letters at your location view disbursement journals via TEAM preview a short copy of the ISIR called the QUICK VIEW ISIR view a transmission log for payment requests and confirmations view disbursement information pull information from your existing TRAX System into TEAM change your school name and address view new student award information screen for all payment types preview EFC intermediate values available for direct loan processing has the ability to scroll through all payment records for subsequent payment requests and offers multi user functionality on your existing network Your TEAM system also includes electronic withdrawal and refund notifications electronic subsequent payment requests and most importantly report capability ensuring that no students slip through the cracks and end up unprocessed GEMCOR s new TEAM now joins the best technical support team in the country combining to give you effortless administration of your Title IV funds In past years TEAM was only used by clients who requested this service and an annual software fee was charged We are very happy to announce that our TEAM system is now free of charge to all of our clients We feel that the savings generated by the system will cover any development costs and are passing that savings on to you
14. version number of TEAM that the system is currently using The C represents that this users TEAM system is operating off of their computer s C drive Next to the version number ex 003 you will see either the letter C or T If you have the letter C this means that your TEAM software is running off of your C drive on your computer and you can only use TEAM on one user s machine If you have the letter T this means that your TEAM software is running off of your school s T drive which is a network drive If you have the T version users can access the TEAM software from multiple machines locations How to Find Out What the Most Current Version of TEAM Is In order to find out what the most current version of TEAM is open your web browser and go to www gemcorinc com Then click on the Software link at the top of the page Under the picture that is labeled TEAM you can see the number of the most current version of TEAM In the photo to the right the current version of team is version 13 If the version number on your home screen of TEAM does not match the most current version number on the website read on to find our how to get the most current version of TEAM How to Get the Most Current Version of TEAM In order to get the most current version of TEAM first make sure that you tem upora are closed out of the TEAM program Then open your Command Center On the TEAM side of the Command Center click on the T
15. 00 0170172013 2 522 50 0170172013 Sat FFELL 15 00 2 522 50 0170472013 Fayment 1 032872013 FOSLU 15 00 01701 2013 3 000 00 0170172013 with a Begin Date of FOSLU 15 00 3 000 00 01 04 2013 03 20 2013 O3 2e 2013 FOSLS 15 00 0170172013 1 750 00 01701 2013 Un Taggle E E E FOSLS 15 00 1 750 00 O01 404 201 5 If you are ready to toggle this payment request check the Toggle for Payment box for the appropriate calculation This should automatically enter the Toggle Date to the right of the check box If you want to toggle all of the payment requests in the list with a certain payment number and begin date enter the Payment in the box in the top right enter the date into the with a Begin Date of field and hit the Toggle All Payment below button To un toggle all payments in the list click the Un Toggle All button on the lower right The data for this student s Direct Loan Payment Request is now toggled and will be exported and sent to GEMCOR Inc during the next SEND transmission Next click on the Parent Borrower Info tab to the right of the Anticipated Disbursements tab Please note you might have to use the navigation arrows to view this tab and any other tabs to the right of this tab Use these navigation arrows just like you would use a regular scroll bar See arrow below April 2013 Call Toll Free 1 888 GEMCOR 8 272 GEMCOR Inc TEAM User s Manual 2013 2014 Edit
16. 1 Users Manual l 2013 2014 Edition al OR Inc ervicing and Software 400 Quadrangle Drive Bolingbrook Illinois 60440 Copyright 2000 GEMCOR Inc GEMCOR Inc TEAM User s Manual 2013 2014 Edition Introduction TEAM was developed by GEMCOR Inc in response to the overwhelming need for a user friendly Windows based software system for use by post secondary institutions to transmit electronic applicant and award information directly to GEMCOR from the school s on campus computer systems TEAM Title IV Electronic Awarding Module is an optional software system that allows schools the ease of electronically transmitting award requests to GEMCOR Electronic processing is undoubtedly the fastest and most accurate way for our offices to communicate It allows you to receive ISIRS the same day we get them from the department reduces the turnaround time on your awards allows you to originate your payment requests electronically all while using today s state of the art technology Either way additional benefits include reduced paper waste and postage expense for both of our offices as well the obvious time benefit of being able to initiate payment requests the same day that an ISIR is produced by the department In most cases you ll be able to process actual payments within 2 3 days of filing the FAFSA TEAM is an optional system Physical review of ISIR files is still available for those schools who like
17. 88 GEMCOR S8 lf you want to re toggle any of the payment requests that you have previously tried to send highlight the appropriate line s that you would like to re toggle enter the batched date in the textbox at the bottom of the screen and hit the Re Toggle Batch Above with Batched Date of button Then hit the Export and Send to GEMCOR button and follow the instructions in Step 3 EXPORT explained above and Step 4 SEND explained below Step 4 SEND Once you have toggled and exported the records you can send the data two different ways April 2013 Call Toll Free 1 888 GEMCOR 8 32 GEMCOR Inc TEAM User s Manual 2013 2014 Edition e Send Option Number 1 The box below which appears after you have exported the award data explained above will remind you that you need to have an active internet connection in order to make FIP transfers If you would like to send this batch of payment requests to GEMCOR now click the yes button If you would like to send this batch of payment requests to GEMCOR at a later time click the NO button and you can send it later by using the SEND button on your command center home screen which is explained in sending option number 2 TEAM System GEMCOR Inc x Export Complete You must have an active Internet connection before attempting FTP transfers Would you like to Send this batch of payment requests NOW to GEMCOR Y N Yes No
18. Budget have previously used to package student awards Please call GEMCOR at 1 886 GEMCOR 8 for the password to Delete a Budget Record H 1 of 71 Pp Pl RE amp No Filter Search April 2013 Call Toll Free 1 888 GEMCOR 8 15 GEMCOR Inc TEAM User s Manual 2013 2014 Edition School Information Enter your school information by selecting the UTILITIES button and selecting the School Information tab Enter your school s name address phone number and OPE ID To the right there is the Export Data button Use this function to export demographic ISIR data on each 13 14 ISIR in your system This can be used for mailing labels or to email distributions lists This data is sent to C TEAM TEAMDATA txt Utilities Menu Program Information Budget Information School Information Miscellaneous School Name ABC Institute of Business Use the Export Data function to export demographic ISIA data on each 12 13 Street Address 1000 Main Street ISIR in your system This can be used for mailing labels or email distributions City Demoville lists The data is sent to c CATEAMSTEAMDATA TT tate IL Zi Phone Number 630 555 1313 041847 04164700 Record 14 1 of 1 i No Filter Search Sorting the Student Records You can sort the student information on your TEAM Main Menu one of orISIR List By three ways In the lower corner of the TEAM Main Menu you will see Student Name i O Student ID the image to
19. COR Inc TEAM User s Manual 2013 2014 Edition Utilities Loading the School Information Program Information and Budget Information Go to the Utilities Module and click on the Miscellaneous tab Click on School Global Import from TEAM 2012 2013 to automatically load the Program Information and Budget Information from TEAM 2012 2013 into TEAM 2013 2014 Utilities Menu Program Information Budget Information School Information Miscellaneous Import TEAM 2012 2013 Budget and Program Information gie a int TEAM 2013 2014 2012 2013 TEAM Run GEMCOR Technical Support Use only Maintenance d Code j To print a report of all of the disbursements in your TEAM 2073 2014 database click Disbursement Disbursement Report by Pay Date This report should match to your daily disbursement journals from GEMCOR Ine z Fera r fou should penodically match the disbursement journals to this report Data may not reflect refunds mi processed outside of this system Fran To print 4 report of all of the 13 14 anticipated disbursement records whose projected payments are within a particular date range that have not yet been Tor toggled for payment please enter the date range in which vou wish to view the report and clidk the Anticipated Disbursements Within Date Range Button Disbursement Report by Payment Date To print a report of all of the disbursements in your TEAM 2013 2014 database click the
20. G Anticipated Disbursements Parent Borrower Into Select a Cost of Attendance Budget Anpil Pell Expected Disbursement 5 645 00 A Tuition and fees for full academic year 10 000 00 Pell Scheduled Award 5 645 00 B Books supplies equipment 450 00 C Room and Board Determined by school 9 760 00 U nits students will complete at your school 30 D Miscellaneous expenses transportation Determined by school 0 00 E Other e g dependent care or disability expenses 0 00 Determined by school If Start Date Prior to 142013 Enter the Units Total Cost of Attendance 70 710 00 Completed as of 6 30 2013 start This Award with Payment Period Number 4j Range 1 to 3 Date this Payment Period Began 0170172013 Please note the following steps are numbered in the order in which you should complete them on the screen above and the corresponding numbers are included in the steps below The cost of attendance values may change for each student within a program but should generally be based on standard budgets determined the school Select the Cost of Attendance budget from the drop down menu at the top of this tab 1 In step A enter the tuition and fees for a full academic year In step B enter the amount for books supplies and equipment In step C enter the amount for room and board determined by school In step D enter the amount of miscellaneous expenses and transportation deter
21. NG OR ACCESSING THE LISTED SERVICES AND OR SOFTWARE FROM LOGMEIN INC LMI These terms and conditions Terms govern the use and licensing by LMI of the following LagMeIn service s and related software LogMeIn Backup LogMeIn Central LogMeIn Free LagMeIn Ignition LogMeIn IT Reach LogMeIn Mac LagMeln Pro LogMeIn Pro2 LogMeln Rescue LogMeIn Rescue Mobile LogMeIn Hamachi LogMeIn Hamachi and any other related software or services the Service and the Network Console software the Software and together with the Service the Products BY COMPLETING THE ELECTRONIC ACCEPTANCE PROCESS CLICKING THE SUBMIT OR ACCEPT BUTTONS SIGNING USING ANY OF THE The following screen will appear and you should choose Typical recommended and click Next i LogMeln Software options Choose the setup type that best suits your needs You can install LogMeIn with default settings or you can choose to specify them during installation Typical recommended Custom for advanced users Cancel The following screen will appear and you should click Next i LogMeln Destination Folder Choose Destination Location Setup will install LogMeIn in the folder listed below To install to this folder click Next To install to a different folder click Browse and select another folder Destination folder C Program Files LogMeln Cancel The follo
22. R 8 35 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Print Preview amp Quick View During a receive function you will automatically receive any new ISIR data in GEMCOR s systems After receipt of an ISIR file from GEMCOR the file must be imported into the TEAM database This import function will not only allow you to print the ISIRs but will also store the data in the TEAM database for future electronic award request functions ISIR SUMMARY button All student s names student ID numbers EFC s and the date the ISIRS were added into TEAM will be included on the selected student s ISIR Summary If you would like to preview a student s ISIR select a student from the list and click the Preview ISIR button at the bottom of the screen Select this option if you want to view the student s ISIR on your computer screen instead of printing the ISIR out This is a preview of all of the information that is on the student s printed ISIR x If you want to print an ISIR Summary of all current ISIRs in TEAM click the PRINT PRINT SUMMARY If you would like to see a student s ISIR quick view select a student from the list and Quek click on the Quick View button at the bottom of the screen The ISIR Quick View includes a summary of the information that appears on the selected student s ISIR If you would like to print a student s ISIR select a student from the list and click on the Print ISIR button
23. Software package or if you would like to receive a TRAX Demo please call our office at 1 888 GEMCOR S8 Please notice the new addition of a version number to the top of the Command Center see arrow above The version of the Command Center pictured above is Version 012 This is different than the version number of your TEAM system If the 2013 2014 button on your Command Center is not enabled please call our offices at 1 888 GEMCOR 8 for assistance April 2013 Call Toll Free 1 888 GEMCOR 8 11 GEMCOR Inc TEAM User s Manual 2013 2014 Edition 2010 2011 To enter into the TEAM System from your Command Center simply click on the award year in which you wish to enter The first time that you click on the 2013 2014 button from the Command Center a message box will appear This message box tells you that the TEAM program is loading your school information from TEAM 2012 2013 and will now close Click ok and 212014 it will bring you right back to the Command Center where you can re enter TEAM by clicking on the 2013 2014 button again If you did not have TEAM 2012 2013 you will have alternate steps to load your school information into the TEAM system Please see the following section titled Utilities for more information The image below displays the 2013 2014 TEAM Main Menu The background of the 13 14 TEAM Main Menu displays the 2013 2014 new award year color which is green In the upper left corner of t
24. We are also confident that you will benefit from reduced postage and express mail expenses on your end too Lastly regulations allow you to maintain your records electronically so you need not even print your ISIRS on campus Once they are in your TEAM system they are part of your permanent records As with any software system we encourage routine backups of your data but should you lose any data we can regenerate a year to date batch of ISIRS at any time It s a classic win win situation GEMCOR Inc is now paperless with ISIRs and Award Letters If you are not already a TEAM Client please call our offices at 1 888 GEMCOR 8 to receive your TEAM Installation Package for 2013 2014 so that you can print your 2013 2014 ISIRS and 2013 2014 Award Letters This user s manual will outline the features of the TEAM software system and will provide instructions for the use of all TEAM features If at any time you require technical support help is only a phone call away Just dial toll free 1 888 GEMCOR 8 April 2013 Call Toll Free 1 888 GEMCOR 8 1 GEMCOR Inc TEAM User s Manual 2013 2014 Edition 2013 2014 TEAM System Features Receive ISIRs electronically through Internet based transfers Print Preview ISIR records by daily batch or individual basis Request Federal Pell Grant Awards Request Federal SEOG Awards Request Federal Direct Loan Awards Print Award Letter Notifications Notify GEMCOR of refunds deposited Computer based
25. all LogMeln onto your computer The person who sent you this link will be able to access your computer LogMeln is a secure remote access system that allows your trusted IT support professional to provide technical assistance by remote controlling your computer over the Internet ssi this link from a trusted source Next the following screen will appear and you should click Install LogMeln April 2013 Call Toll Free 1 888 GEMCOR 8 6 GEMCOR Inc Download and Install LogMeln Click the button below to run LogMeln installer Install LogMeln Problems Click here for alternate installation instructions The following screen will appear and you should click Next LogMeIn Simply Connected Version 4 1 1578 http www LogMeIn com info LogMeIn com Copyright 2003 2010 LogMeln Inc Cancel The following screen will appear and you should click Next This installation will be attached to the following account Company GEMCOR Inc Account holder Laurie Grybas laurie gemcorinc cam Cancel eee The following screen will appear and you should click I Agree April 2013 Call Toll Free 1 888 GEMCOR 8 TEAM User s Manual 2013 2014 Edition GEMCOR Inc TEAM User s Manual 2013 2014 Edition i LogMeln License Agreement Terms and Conditions of Use IMPORTANT PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY WHEN YOU HEREAFTER YOU OR YOUR ARE ORDERI
26. at the bottom of the screen This will print the selected student s ISIR to your computer s default printer How to Check or Clear Your Messages Check Messages n You will find these two buttons on the bottom left hand side of your Command Center home screen If you want to check to see if you have any messages waiting to be read click the Check Messages button When you are done reading your messages you can click the Clear Messages button If you have a message that says there are ISIRs that are currently waiting to be imported into TEAM you must first import those ISIRs before you can draw down more ISIRS through your next receive If you have a message that says you have a pending payment file waiting to be sent make sure that all of your selected student records are marked as toggled and do a SEND function to export the student records to GEMCOR April 2013 Call Toll Free 1 888 GEMCOR 8 36 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Versions of TEAM How to Find Out What Version of TEAM You Currently Have In order to find out what version of TEAM you currently have open the Command Center and click on the correct TEAM award year On your TEAM home screen look at D the upper left side of the screen Here in red letters you will find your current version of TEAM In the photo to the right the current version of TEAM is version 003C In this example the 003 represents the
27. borrower was unearned After determining how much loan pell money is unearned you will return these funds by depositing the unearned amount back into your federal funds bank account and notifying GEMCOR about this return of funds We will then adjust the borrower s account with the Department of Education and either use the returned funds on hand for a future borrower or return them to the Department of Education electronically lf you would like to request a refund for a particular student first select the student from the TEAM Main Menu and then click the PROCESS button at the bottom of the screen Then click on the Disb Refunds tab to the right of the Packaging tab April 2013 Call Toll Free 1 888 GEMCOR 8 27 GEMCOR Inc TEAM User s Manual 2013 2014 Edition 2013 2014 Student Award Information for JOHNNY DEPP Packaging Disb Refunds Comments Transmission Log Select a Disbursement to Refund Loan Type Check Pam Pay Date Refund Status Refund Date Refund Amount Post thmRefund This function is password protected and should Delete The only be used if you have posted a refund in Reffind error that needs to be deleted Please call GEMCOR at 1 888 GEMCOR S for the password to Delete a Refund 4 b data may not reflect refunds processed outside of this system Use the Comments tab to record and additional information that you would like to convey to GEMCOR regarding the to
28. ccordingly Refund Withdrawal Processing Refund information and withdrawal date information can be entered into the student s record in the TEAM system As with Pell and campus based award requests any pending refund or withdrawal information is automatically exported from the TEAM system Upon receipt of your electronic data file any refund or withdrawal information is processed accordingly The above descriptions represent a simple overview of the TEAM administrative processes Please review the respective sections in this manual for detailed information on entering data and navigating through the TEAM Software System April 2013 Call Toll Free 1 888 GEMCOR 8 4 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Overview of TEAM Buttons Upon entering the TEAM system a main menu will be displayed showing the eight administrative functions available to you as well as an EXIT command button PREMIEW ISIR lf at any point when you are in the TEAM program and you want to get back to the Command Center screen simply click the EXIT button at the bottom left of the screen Try not to X out of any TEAM screens using the red X on the upper right section of the screen The PRINT ISIR SUMMARY button is used if you want to print a listing of all current ISIRs in TEAM The PROCESS button allows you to go into each student s record and request pe m PELL grants Loans and FSEOG if schoo
29. corinc com on the DOWNLOADS page You can confirm your wish to attend any of the meetings by fax or email Email Steve at steve gemcorinc com Your registration will be confirmed by email Space is limited so let us Know as soon as possible Call our office with any questions and we hope to see you at one of our meetings Ca J F nC i itv Seats un to 20 P articioa nts AUIIILY OCA S U W tO lt U raricli Val lo Niir NI CVAT Tr ry INI a Our New Training April 2013 Call Toll Free 1 888 GEMCOR 8 39 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Our office provides toll free technical support on any educational or financial aid SI JPPORT issues during normal business hours Monday Friday 9 00am to 5 00pm Central Time In addition to general daily inquiries we can provide assistance to you with program review responses accreditation concerns amp eligibility and certification issues We would be happy to assist you with any questions you might have regarding the services that GEMCOR Inc can provide to your business Should you want to contact us for more detailed information on how GEMCOR Inc can support your institution please let us know Your questions are very important to us For support with any questions that you have you can contact Don Grybas President of GEMCOR Inc Don can be reached at 1 888 GEMCOR 8 ext 101 or by email at don gemcorinc com PELL Department For support with PELL gra
30. e Pre Transmit Review you have the choice of printing a copy of the award data for student files by clicking on the Student Data Sheet button the second button on this tab This report can be printed for each student any time under the Process Module for the selected student Then click on the Export and Send to GEMCOR button the third button on this tab Once you click on the Export and Send to GEMCOR button the box below will appear to tell you how many Student Payment Requests you are exporting and sending to GEMCOR If this is correct click the OK button TEAM System GEMCOR Inc FA Exporting and Sending 1 Student Payment Requests to GEMCOR Inc The box below will appear to tell you that the export is complete TEAM System GEMCOR Inc x Export Complete You must have an active Internet connection before attempting FTP transfers Would you like to Send this batch of payment requests NOW to GEMCOR Y N les No Next go to Step 4 SEND below to see how to send your payment requests to GEMCOR At the bottom of this menu you will find a white box that is the Transmission Log This will show a listing of all of the transmissions that you have sent to GEMCOR A payment request is not successfully received until you have received a payment confirmation for the request If you do not receive a payment confirmation within one business day of transmittal please call our offices at 1 8
31. e data must be exported into a file to be transmitted The first way to export and send records to GEMCOR is to click on the TRANSMIT button on the TEAM Main Menu April 2013 Call Toll Free 1 888 GEMCOR 8 30 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Transmission Log amp Bulk Payment Request Export 2013 2014 Award Data to GEMCOR INC Student Data Sheet Transaction Toggle Fund Grd Pay Units Begin Projected Projected Status Date Status Student ID and Name Date Type Lvl Prd inPP Date Pmt Amt Pmt Date 03 28 2013 BATCHED 111223333DE01 DEPP JOHNNY 03 28 2013 FSEOG 1 1 15 01 01 2013 81 75 01 01 2013 05 28 2013 05 28 2013 Toggle for Fund Grd Pay Units Begin Projected Projected Payment Status Student ID and Name Type Lvl Prd InP P Date Prt Amt Pmt Date 111223333DE01 DEPP JOHNNY FSEOG 1 2 15 81 75 01 04 2013 111223333DE01 DEPP JOHNNY FPELL 15 01 01 2013 2 822 50 01 01 2013 111223333DE01 DEPP JOHNNY FPELL 15 2 822 50 01 04 2013 Tame 111223333DE01 DEPP JOHNNY FDSLU 15 01 01 2013 3 000 00 01 01 2013 Alt 111223333DE01 DEPP JOHNNY FDSLU 15 3 000 00 01 04 2013 111223333DE01 DEPP JOHNNY FDSLS 15 01 01 2013 1 750 00 01 01 2013 111223333DE01 DEPP JOHNNY FDSLS 15 1 750 00 01 04 2013 O00 000p g 05 28 2013 UnTa ggle Al NEW BULK PAYMENT REQUEST Use this function to quickly toggle anticipated disbursements whose projected payment dates are prior to today or prior to a given date The Bulk Payment
32. e is an icon titled Command Center GEMCOR Inc Double click this icon to open the Command Center GEMCOR gt Software Applications Command Center GEMCOR Inc TEAM NO NEW MESSAGES O 2010 2011 211 2012 2012 2013 P 2013 2014 Any messages in green above need to be read into the appropriate TEAM program before continuing TEAM Upgrade additional RECEIVES Select the TEAM Program for the corresponding award year to have these check Messages Check Messages Messages notifications read into TEAM now If you have any questions apt call GEMCOR Technical Support at Clear Messages 1 888 GEM Home Directory Visit us on the web at www gemcorinc com The left side of the Command Center contains all TEAM Software functions The right side of the Command Center contains all TRAX Software functions TRAX Institutional Student Tracking System is another software package that we offer our clients TRAX provides modules to efficiently monitor and track prospects Admissions and Enrollment Document Tracking Marketing and Admissions Rep Performance Attendance Grades and Services Tracking Satisfactory Academic Progress SAP Reports Accounts Receivable Placement Tracking Default Management 90 10 Revenue Tracking amp 1098T Reporting and Unearned Tuition Calculations If you would like to receive more information on our TRAX
33. eam Upgrade button The box below will open and remind you to exit your TEAM System Make sure you are out of TEAM and click yes saying that you want to continue Command Center GEMCOR Inc This function will download the most current version of TEAM Please exit your TEAM System before continuing Do you wish to continue No April 2013 Call Toll Free 1 888 GEMCOR 8 37 GEMCOR Inc TEAM User s Manual 2013 2014 Edition The following black boxes will open in order to complete the transfer It is very important that you do NOT click the X to force close these boxes The box below will open and remind you to be closed out of your TEAM program It will ask you to press any key to continue and you should hit the space bar o C windows system32 cmd exe ave exitted out of TEAM and a The transfer will now begin Once the transfer is completed another black box will appear It will ask you to press any key to continue and you should hit the space bar again C windows system32 cmd exe TRANSFER COMPLETE Press any key to return Press any key to continue After you hit the space bar for the second time the black box should close and the following box will appear You should click the OK button B Center GEMCOR Inc K i Please Wait until the black boxes finish executing and then press ok You should now have the most current version of TEAM You can verify this by checking your curren
34. ess or through TEAM Pell Award Processing After your ISIRS have been imported into the TEAM system you can enter Formula Sheet information for students who are ready for a first Pell payment for the award year For subsequent payments simply enter the payment eligibility date into the student s record in the TEAM system All Pell award files can then be exported and the files will be transmitted to GEMCOR during your next send function When we receive the file your students Pell awards will be processed accordingly Federal Direct Loan Processing After your ISIRs have been imported into the TEAM system you can enter Certification Worksheet information for students who are ready for a first Direct Loan payment for the award year For subsequent payments simply enter the payment eligibility date into the student s record in the TEAM system All Direct Loan award files can then be exported and transmitted to GEMCOR during your next send function When we receive the file your students Direct Loan awards will be processed accordingly Campus Based Award Processing In similar fashion to the procedures for electronic Pell award requests campus based award requests can also be data entered into the student s record in the TEAM system The campus based award requests will be transmitted to GEMCOR during your next send function Upon receipt of your electronic file the students campus based awards will be processed a
35. ess works on an easy to remember acronym we call E T E S Enter Toggle Export Send Step 1 ENTER Enter the award information formula sheet or loan certification worksheet into your TEAM student record You can do this by first selecting a student from the student record list on the 2012 2013 home screen and then click the PROCESS button at the bottom of the screen You have now entered into this student s record Enter the student s award information here Step 2 TOGGLE When you are ready to export and send a payment request to GEMCOR you must first toggle the student record Toggle Flag each student payment type by checking the appropriate box on the Anticipated Disbursements tab explained in the Process section of this manual This student s record is now ready to be exported and sent to GEMCOR You can now move on to another student record and enter their award information These toggle boxes are located under the PROCESS function in the Pell and Direct Loan tabs Step 3 EXPORT Each day export the award data that was entered into TEAM during step 1 This process batches all of your payment request information for that day into a single easy to transmit file that remains on your machine until you SEND it to GEMCOR After you export the award data you can either choose to send the data now or you can choose to send it at a later time After you have processed all of your TEAM data for the day th
36. ggle for Payment box for the appropriate calculation This should automatically enter the Toggle Date to the right of the check box If you want to toggle all of the payment requests in the list with a certain payment number and begin date enter the Payment in the box in the top right enter the date into the with a Begin Date of field and hit the Toggle All Payment below button To un toggle all payments in the list click the Un Toggle All button on the lower right The data for this student s Pell Payment Request is now toggled and will be exported and sent to GEMCOR Inc during the next SEND transmission Verification is a process that requires an institution to confirm the data that a student has included in his her application for federal assistance Generally institutions must perform verification procedures on selected files A file has been selected for verification if the EFC number on the SAR or ISIR is followed by an asterisk If the student you selected has been selected for verification a box will appear asking if complete and accurate information is on file You must have this completed before requesting any Financial Aid for a student April 2013 Call Toll Free 1 888 GEMCOR 8 26 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Additional Documentation Other additional documentation that GEMCOR will need to receive in order to process the students direct loans incl
37. ggled refund Refund Status Key FLAGGEDS T oggled to be exported to GEMCOR BATCHED Exported to Gemcor but not confirmed CONFIRM Received by GEMCOR Post The Refund Here you will see a list of disbursements that have been paid on this student From this list select a disbursement to refund Enter the refund date and the refund amount Then click the Post the Refund button to post this refund to this student s record This will be exported and sent to GEMCOR the next time you complete the send function NEW Delete The Refund Select the refund from the list that you wish to delete Click the Delete The Refund button This function is password protected and should only be used if you have posted a refund in error that needs to be deleted Please call GEMCOR at 1 888 GEMCOR 8 for the password to Delete a Refund Comments There is a Comments tab under the PROCESS menu to post any necessary comments about this student and or their disbursements Do not use the Comments box for additional information about Refunds Refunds are sent separate from payment request files April 2013 Call Toll Free 1 888 GEMCOR 8 2g GEMCOR Inc TEAM User s Manual 2013 2014 Edition 2013 2014 Student Award Information for JOHNNY DEPP TRANSFER STUDENT 12 15 201 Transmission Log There is a Transmission Log tab under the PROCESS menu that displays a list of all of the requests for payment that you have made o
38. hen click Browse Select your CD DVD drive from the pick list marked Look In To install select and run the Setup exe file to begin your installation 1 Welcome Screen click NEXT 2 Customer Information Screen Enter User Name and Organization and click NEXT Choose Setup Type Select CUSTOM Custom Setup Select BROWSE 3 5 Change Destination Folder Change Folder Name to CA TEAM and click OK 3 ji Custom Setup Screen Click NEXT Ready to Install Screen Click INSTALL After Installation Once your installation is complete please call our Technical Support Staff at 1 888 GEMCOR 8 and we will load your Year to Date ISIR files updated Disbursement Journals and Confirmation Files into your TEAM mailbox and activate your license We have an optional Support Package available that will allow our Technical Support Staff to connect to your computer screen to assist with your installation if needed on line training and troubleshooting Please ask our Technical Support Staff about this very valuable support package April 2013 Call Toll Free 1 888 GEMCOR 8 10 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Getting Started Now that you have installed and reviewed the layout and basic features of your new n TEAM system you are ready to start using the software In order to open the TEAM mim system you must first launch the Command Center On your desktop ther
39. his TEAM main menu you will see the current version number of the TEAM system that you are running see arrow below Below this in the center of the screen you will see the Name School Code and Address of your Institution In the lower right corner of this screen there is an option of how to sort the Student ISIR List You can choose to sort the list of student ISIRS by Name Student ID or Date Added by simply selecting the circle to the left of each option see arrow below Title IV Electronic Awards Management System for Windows 201 3 2014 Version 005C _ Please make sure you do a TEAM Upgrade from the GE COR Inc Command Center monthly The current version of _ Servicing TEAM is posted on our website at Federal Student Aid www gemcorinc com on the software tab Programs Since 1973 For Technical Support Call Toll Free 1 888 GEMCOR 8 Visit us on the web at www gemcorinc com ABC Institute of Business 041847 1000 Main Street Demoville IL 60515 Sort ISIR List PRINT Name PREMEEW OUmEK p te Vel cT cy ae ey PREEEsS TRAMEMIT UTIMEEIES E V Eia 1 l 5 Date Added NEW FUNCTION IN TEAM Click this button to quickly toggle anticipated a ee Te disbursements whose projected payment dates are prior to today If you have not done so already please complete the following before you attempt to initiate 2013 2014 Payment Requests to GEMCOR via TEAM April 2013 Call Toll Free 1 888 GEMCOR 8 12 GEM
40. in step 3 prior to hitting the SEND button on the Command Center home screen April 2013 Call Toll Free 1 888 GEMCOR 8 33 GEMCOR Inc TEAM User s Manual 2013 2014 Edition ETER Once you have clicked the SEND button the following box will appear This box reminds you that this function will send data for all award years In order to send data to GEMCOR in this way you must have exported the data prior to hitting the send button on the Command Center screen This box also reminds you that you need an active internet connection in order to send the data Click the Yes button in this box GEMCOR Inc This function will send data for all award years Be sure to export your files before sending Active Internet connections are required before sending data Dial up Internet users must sign on to ISP before performing Send functions Do you wish to continue No Just like in the first option to send the data to Gemcor the black boxes will appear It is very important that you do NOT click the X to force close these boxes You should follow the prompts that the boxes give you and when they ask you to press any key you should hit the space bar to continue Always remember ETES Enter Toggle Export Send If after one business day the status in the transmission log still says BATCHED that means that we have NOT received the payment request Please call our offices immediately at 1 888 GEMCOR 8 Apri
41. ion 2013 2014 Student Award Information for JOHNNY DEPP Packaging PELL DIRECT LOAN Grade Level One DIRECT LOAN Grade Level Two FSEOG Anticipated Disbursements Parent Borrower Info Option Parent Borrower Information Driver s License Social Security H State E Date ot Birth Email Address optional Hame Home Phone Address FO a ae State l U S Citizen or National min rs Permanent Resident Other Eligible Non Citizen IF 2 Shen Registration No U S Citizenship Status Check One Enter the parent borrower s information accordingly All questions on this tab need to be entered in order to send the information to GEMCOR for Plus loans Next click on the Optional Student Info tab Please note you might have to use the navigation arrows to view this tab and any other tabs to the right of this tab Use these navigation arrows just like you would use a regular scroll bar see arrow below 2013 2014 Student Award Information for JOHNNY DEPP General Information Packaging DIRECT LOAN Grade Level Two FSEOG Anticipated Disbursements Parent Borower Info Optional Student Info Optional Parent Info Additie Student Borrower Information Driver s License State E Social Security 11 22 333 Email Address optional DOO U Name JOHNNY DEPP Address 25350 WAVERLY LANE Home Phone 125551212 City HOLLYWOOD State Zip oann References Name Phone Rela
42. ipated Direct Loan disbursements This calculation will display on the Anticipated Disbursements tab Once you click Calculate Anticipated Grade Level 1 or 2 Disb button you can modify any information as necessary If you have to make any changes to the data that you have entered please do so and then click on the Calculate Anticipated Grade Level 1 or 2 Disb button again A box will pop up saying Any existing Direct Loan Grade Level 1 or 2 Anticipated Disbursements will be Deleted and Re calculated Are you sure you want to continue If you want to delete the previously entered information and replace it with the new data click Yes The new data will be reflected in the Anticipated Disbursements tab April 2013 Call Toll Free 1 888 GEMCOR 8 21 GEMCOR Inc TEAM User s Manual 2013 2014 Edition To toggle this student s Direct Loan payment go to the Anticipated Disbursements tab which is to the right of the FSEOG tab You should now see an entry for the Direct Loan payment that you just calculated in the previous step 2013 2014 Student Award Information for JOHNNY DEPP Packaging Disb Refunds Transmission Log FELL _ DIRECT LOAN Grade Level One DIRECT LOAN Grade Level Two FSEQG Anticipated Disbursements Option Toggle for Toggle Date Fund Type Grade Payment Units in Begin Date Projected Projected Payment Level Period Payment Period Payment Amt Payment Date FFELL 15
43. l Two tab to the right of the DIRECT LOAN Grade Level One tab This will bring you to the menu below 2013 2014 Student Award Information for JOHNNY DEPP DIRECT LOAN Grade Level Two Option FURS ime EAST ee Let fi Independent 7 Dependent 7 Parent Plus Denied Credit Check Loan Period Begin Date Clock Credit Hours in the Loan Period 42 Loan Period End Date Select a Cost of Attendance Budget Awpi0 l Anticipated Graduation Date Subsidized Loan Determination Unsubsidized Plus Loan Determination Loan Period Cost of Attendance 16 520 Loan Feriod Cost of Attendance 16 520 Less EFC 0 Less SUB Loan Amount Requested 5 950 Less Loan Period Other Financial Aid 0 Less Loan Period Other Financial Aid 0 Less Pell Scheduled Award 7 03 Less Pell Scheduled Award 47 903 Unmet Financial Need 8 617 Unmet Financial Need 2 767 Loan Amt Requested SUBS 5 650 UHSUE 2 rr Calculate Hax Loan Amount E UNSUB alculate Anticipated Grade Level 2 Disb Special notation to schools programs whose academic year units are less than 900 units the number of disbursements will appear on the loan screens so that the user can modify the number of disbursements for the loan April 2013 Call Toll Free 1 888 GEMCOR 8 20 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Please note the following steps are numbered in the order in which you should complete them on the screen above
44. l 2013 Call Toll Free 1 888 GEMCOR 8 34 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Receive cave In order to receive information from GEMCOR such as your school s ISIR s confirmation of payments and disbursement journals you will need to click on the RECEIVE button on your Command Center screen The following black boxes will open in order to complete the transfer It is very important that you do NOT click the X to force close these boxes The box below will open and remind you that you need an active internet connection in order to make an FTP transfer It will ask you to press any key to continue and you should press the space bar lt C windows system32 cmd exe You must have an active Internet connection before The transfer will now begin Once the transfer is completed another black box will appear It will ask you to press any key to continue and you should hit the space bar again C windows system32 cmd exe After you hit the space bar for the second time the following box will appear This box will tell you if you have any new messages or if you have any new ISIR files that can be printed In the box below there are no new messages and no new ISIR files to be printed This box will ask you to press any key to continue and you should hit the space bar for the third time to complete the receive function C windows system32 cmd exe April 2013 Call Toll Free 1 888 GEMCO
45. l 2013 Call Toll Free 1 888 GEMCOR 8 5 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Installation GEMCOR now installs TEAM and TRAX remotely through LogMeln software This is the fastest and most convenient way to install our software on your computer and it only takes a few easy steps First we need to install LogMeln on the computer in which you want to run TEAM or TRAX Please call our Technical Support Staff when you are ready to install the LogMeln software on your machine We will then send you an installation link via email that looks like the one below laura aol com Subject LogMelIn Installation Link Laura Please click on the following link and do a typical installation taking all of the defaults If it asks you for a computer access code please enter gemcor123 If it asks you fora computer description please enter Laura New Once see that the software has been installed will give you a call Or you can call me when you are done as well https secure logmein com i l en amp c 00 quttrz3znwk6xcekii3v74see4ck9i5xst3fl Thank you and have a great day Can Dpoolitra Information Systems amp Technologies Officer GEMCOR Inc 630 633 5600 When you click the link in the email the following message will appear You should check the box next to I have received this link from a trusted source and then click Continue Welcome to the LogMeln Installer This will inst
46. l is eligible This function also allows you to report refunds as well From the TRANSMIT menu users will be able to preview a list of all students nf aa toggled preview print a copy for a student s file export and send to GEMCOR and view your Transmission Log The UTILITIES button allows you to set up Program Information Budget Information School Information view GEMCOR Disbursement Reports and Transmission Log eee The PREVIEW ISIR button allows you to preview the selected student s ISIR to the rSIR screen rather than printing it to the printer First select a student from the list and click the PREVIEW button at the bottom of the screen i The QUICK VIEW button allows you to view a single page Quick View of a student s ISIR If you would like to see a student s ISIR Quick View select a student from the list and click on the Quick View button at the bottom of the screen The PRINT ISIR button is used if you would like to print a student s ISIR First select a student from the list and click on the PRINT button at the bottom of the screen The PACKAGE REPORT button generates a report sorted in descending date order that lists all of the students that were packaged through TEAM Click the Bulk Payment Request button to quickly toggle anticipated disbursements whose projected payment dates are prior to today Bulk Payment Request Apri
47. lick on the Calculate Anticipated FSEOG Disb button again A box will pop up saying Any existing FSEOG Anticipated Disbursements will be Deleted and Re calculated Are you sure you want to continue If you want to delete the previously entered information and replace it with the new data click Yes The new data will be reflected in the Anticipated Disbursements tab To toggle this student s FSEOG payment go to the Anticipated Disbursements tab which is to the right of the FSEOG tab You should now see an entry for the FSEOG payment that you just calculated in the previous step 2013 2014 Student Award Information for JOHNNY DEPP General Information Packaging Disb Refunds Comments Transmission Log Anticipated Disbursements Parent Borrower Info Optional Student Info Optional Parent Info Additional Information Toggle for Toggle Date Fund Type Grade Payment Units in Begin Date Projected Projected Payment Level Period Payment Period Payment Amt Payroent Date EM 03 28 2013 FSEOG 0120172013 81 75 0170122013 E FSEOG 81 75 01 04 2013 Payment 1 FPELL 010172013 2 822 50 01 01 2013 with a Begin Date of FFELL 2 822 50 0170422013 03 28 2013 FOSLU 010172013 3 000 00 01 01 2013 FOSLU 3 000 00 01 04 2013 FOSLS O1 01 2013 1 750 00 01 01 2013 FDSLS 1750 00 01 04 2013 Ea If you are ready to toggle this payment request check the To
48. like to delete the budget that is currently displayed on the screen This function is password protected and should only be used if you have created a budget in error or if there is a blank budget that needs to be deleted It is advised that you do not delete budgets that you have previously used to package student awards Please call GEMCOR at 1 888 GEMCOR S8 for the password to Delete a Budget Utilities Menu Program Information Budget Information School Information Miscellaneous Budget ID MaA D 6 character maxiniurn Budget Description Medical Assistant Dependent Tuition and fees for full academic year 13 600 00 Books supplies equipment 550 00 C Room and Board 1 500 00 Determined by school Miscellaneous expenses 1 000 00 transportation Determined by school Other e g dependent care or 0 00 disability expenses Determined by Total Cost of Attendance 16 650 00 Navigation Toolbar below to Navigate through the program records The astensk key below adds a new record Use Complete the fields above to create a Cost of Attendance record for each standard budget used at your school Use the the binoculars on the left to search for a specific program Do not leave values blank This function i password protected and should only be used if pou have created a budget in error or if Deletesthis there iz a blank budget that needs to be deleted It is advised tha tyou do not delete budgets that you
49. m at your school Use the Navigation Toolbar below to Navigate through the program records The asterisk key below adds a new record Use the binoculars on the left to search for a specific program Thiz function is password protected and should only be used if you have created a program in error or Del This if there it a blank program that needs to be deleted Itis adyiged tha tyou do not delete programs that Program pou have previously used to package student awards Please call GEMCOR at 1 868 GEMCOR S8 for the password to Delete a Program Record H 1 of 8 Fo H RE i lt Mo Filter Search Call Toll Free 1 888 GEMCOR 8 14 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Budget Information Enter your Budget Information by selecting the UTILITIES button and selecting the Budget Information tab Complete each field on this page to create a Cost of Attendance record for each Standard Budget used at your school Use the navigation toolbar at the bottom of the screen to navigate through the budget records The asterisk key below adds a new record Use the binoculars at the bottom of the screen to search for a specific Budget First enter your Budget ID and Budget Description Then enter the amounts for each field A E for your Budget Do not leave any fields blank The total cost of attendance for the specific standard Budget will be calculated NEW Click the Delete This Budget button if you would
50. mined by school In step E enter other costs e g dependent care or disability expenses The total cost of attendance will be calculated for each student in the specific program that you identified above On the bottom of this tab enter the payment period number you would like to start the award either 1 2 3 or 4 2 To the right enter the date this payment period began 3 On the right side of this tab enter the number of units the student will complete this academic year at your school 4 In the following box if the start date is prior to 7 1 2013 enter the units completed as of 6 30 2013 5 Once you have entered all of the student s information in the PELL tab click on the Calculate Anticipated Pell Disbursements button at the bottom This will take the information that you have entered for the student and calculate the anticipated Pell disbursements This calculation will display on the Anticipated Disbursements tab Once you click Calculate Anticipated Pell Disbursements you can modify any information as necessary If you have to make any changes to the data that you have entered please do so and then click on the Calculate Anticipated Pell Disbursements button again A box will pop up saying Any existing Pell Anticipated Disbursements will be Deleted and Re calculated Are you sure you want to continue If you want to delete the previously entered information and replace it with the new data click
51. n this particular student 2013 2014 Student Award Information for JOHNNY DEPP Transmission Log T ti Stat Student ID and H Toggle Fund Grd Pay Hrein Begin Projected Projected Sat Date ere ees aes Date Type vl Pid Frd Date PaymentAnt Fayment Date 0372872013 BATCHED 111223333DE01 DEPP JOHNNY 0372872013 FSEOG 1 15 0170172013 81 75 0170172013 April 2013 Call Toll Free 1 888 GEMCOR 8 29 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Transmit The TEAM System provides all the software necessary for you to begin processing your Title IV award data through GEMCOR electronically After entering your FAFSA documents into the federal CPS web site through the Department of Education s EDExpress FAA On Line Access system you will be able to electronically receive your students ISIRs through our TEAM system Once you have received your ISIRs through TEAM you will be able to electronically request Federal Pell awards FSEOG awards or Federal Direct Loan awards with virtually no paperwork Simply select the desired student record from the easy to use pick lists enter your Formula Sheet or Loan Certification Worksheet information then export your data and send it all electronically through today s state of the art FTP Internet based file transfers Further you will be able to request second payments and notify GEMCOR of any refunds paid through the same FTP batch and transfer process The entire proc
52. nts please contact Steve Berry Vice President of GEMCOR Inc Steve can be reached at 1 888 GEMCOR 8 ext 103 or by email at steve gemcorinc com Federal Direct Student Loan Department For support with Direct Loans please contact Megan Refness Director of Federal Direct Student Loan Division or Michele Thompson Federal Direct Loan Officer Megan can be reached at 1 888 GEMCOR 8 ext 105 or by email at megan gemcorinc com Michele can be reached at 1 888 GEMCOR 8 ext 109 or by email at michele gemcorinc com April 2013 Call Toll Free 1 888 GEMCOR 8 40 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Information Systems amp Technologies Department April 2013 For support with TEAM or TRAX please contact Laurie Grybas Director of Information Systems amp Technologies Division or Terrah Spoolstra Thomas Hodorowski or Stephen Zolper nformation Systems amp Technologies Officers Laurie can be reached at 1 888 GEMCOR 8 ext 102 or by email at laurie gemcorinc com Terrah can be reached at 1 888 GEMCOR 8 ext 108 or by email at terrah gemcorinc com stephen can be reached at 1 888 GEMCOR 8 ext 110 or by email at steohen gemcorinc com For support with Cash Management Bank Reconciliations or Refund Requests please contact Carri Catalano Cash Management Officer Carri can be reached at 1 888 GEMCOR 8 ext 106 or by email at carri gemcorinc com For support with SSCE s Student Enrollment Repo
53. oan period that you entered on the top right side of the screen Enter the less other financial aid for period of loan Then to the right of the Calculate MAX Loan Amount heading click the SUB button to calculate the amount of the award 9 This calculated amount will appear in the SUB box above In the Unsubsidized Plus Loan Determination box a similar calculation to the Subsidized loan is performed to determine the eligibility for Unsubsidized and PLUS loans except that the EFC figure is not used in these calculations Eligibility for Unsub and Plus loans is limited only by cost of attendance less other financial aid In the Unsubsidized Plus Loan Determination box the information should already be calculated for you Then to the right of the Calculate MAX Loan Amount heading click the UNSUB button to calculate the amount of the award 10 This calculated amount will appear in the UNSUB box above Then to the right of the Calculate MAX Loan Amount heading click the PLUS button to calculate the amount of the award 11 This calculated amount will appear in the PLUS box above Once you have entered all of the student s information in either the DIRECT LOAN Grade Level One or Two tab click on the Calculate Anticipated Grade Level 1 or 2 Disb buttons at the bottom This will take the information that you have entered for the student and calculate the antic
54. rting Errors FAFSA s Free Application for Federal Student Aid or Verification questions please contact Jacki Griffin Administrative Officer Jacki can be reached at 1 888 GEMCOR S8 ext 104 or by email at jacki gemcorinc com For support with SSCR s Student Enrollment Reporting please contact Sue Berry Administrative Officer Sue can be reached at 1 888 GEMCOR 8 ext 111 or by email at sue gemcorinc com Call Toll Free 1 888 GEMCOR 8 41 GEMCOR Inc TEAM User s Manual 2013 2014 Edition April 2013 Call Toll Free 1 888 GEMCOR 8 42
55. student from the TEAM Main Menu and press the PROCESS button at the bottom of the screen If this payment request is for a grade level one loan click on the Packaging tab to the right of the General Information tab and then click on the DIRECT LOAN Grade Level One tab to the right of the PELL tab This will bring you to the menu below 2013 2014 Student Award Information for JOHNNY DEPP General Information Packaging PELL DIRECT LOAN Grade Level One Option 4 gt fet Time Ib Ome Independent 7 Dependent 7 Parent Plus Denied Credit Check Loan Period Begin Date jm 10172013 Clock Credit Hours in the Loan Period 30 Loan Period End Date a 08 2013 Select a Cost of Attendance Budget Awpi Anticipated Graduation Date jm 17 2013 Subsidized Loan Determination Unsubsidized Plus Loan Determination Loan Period Cost of Attendance 16 520 Loan Period Cost of Attendance 16 520 Less EFC 0 Less SUB Loan Amount Requested 3 500 Less Loan Period Other Financial Aid 0 Less Loan Period Other Financial Aid 0 Less Pell Scheduled Award 5 645 Less Pell Scheduled Award 5 645 Unmet Financial Need 410 875 Unmet Financial Need 7375 Loan Amt Requested SUBS 3 500 UNSUBS 6 000 Calculate Hax Loan Amount UNSUB Galculate Anticipated Grade Level 1 Dish If this payment request is for a grade level two click on the DIRECT LOAN Grade Leve
56. t version of TEAM on your TEAM home screen See the section titled How to find out what version of TEAM you currently have above If you do not have the Team Upgrade button on the TEAM side of your Command Center or if the button is not enabled please call GEMCOR at 1 888 GEMCOR 8 so that we can give you the necessary update April 2013 Call Toll Free 1 888 GEMCOR 8 38 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Training GEMCOR has expanded our office to accommodate the additions of both staff and clients The expansion includes new employee offices as well as state of the art conference and training rooms Come on in for a training session and see our remodeled office GEMCOR hosts a series of small informal training sessions on Title IV program administration each year These sessions will be condensed to a one day format and will cover a brief overview of FAFSA and ISIR processing with more significant emphasis on new regulations and policies that have been enacted through recent legislation Usually the training sessions are held at our Bolingbrook Illinois office Most sessions can comfortably accommodate 20 participants per session Meetings of this size should provide a great opportunity for hands on training in an informal and open forum like setting There will be no charge for participants to attend these sessions When the new Seminar Schedule is updated it will be posted to our webpage at www gem
57. the right O Date Added You can sort the information by the Student s Name the Student s ID or the Date Added This feature makes it much easier for you to find the student record that you wish to view or process The default selection will be to sort the student records by Student Name You can change this option by simply clicking in the circle next to the choice that you wish to sort the student records and the ISIR List on the TEAM Main Menu will change accordingly April 2013 Call Toll Free 1 888 GEMCOR 8 16 GEMCOR Inc TEAM User s Manual 2013 2014 Edition Process When processing PELL Direct Loan or FSEOG for a student select the student from the TEAM Main Menu and click on the PROCESS button The buttons to the right are found at the bottom of the Process screen These buttons allow you to EXIT this menu and go back to the previous screen view a QUICK VIEW ISIR PREVIEW ISIR VIEW ALL RECORDS view a STUDENT DATA SHEET and also view the student s AWARD LETTER PELL To process a PELL payment first select a student from the TEAM Main Menu and click on the PROCESS button at the bottom of the screen The following menu will appear If the student is a transfer student click the check box next to Transfer Student Enter the student s original start date If the student s record is already in TRAX you may choose to import the original start date from the TRAX system by clicking on the
58. tionship to Borrower Mame Address City State E Zip Phone Relationship to Borrower ee Address FO City rr y O state E Zip FO Enter the student borrower s information accordingly When you are finished entering the information on this tab you can move on to clicking on the Optional Parent Info tab April 2013 Call Toll Free 1 888 GEMCOR 8 23 GEMCOR Inc TEAM User s Manual 2013 2014 Edition 2013 2014 Student Award Information for JOHNNY DEPP Packaging DIRECT LOAN Grade Level Two FSEOG Anticipated Disbursements Parent Borrower Info Optional Student Info Optional Parent Info Additie Parent s Employer Information PLUS Loan Only Employer s Phone Number Mame Street If itis determined that you hawe an City State El Zip adverse credit history will pou try to obtain an endorser References 1 Name a TRE No SY Address FO City y O State E Zip Phone OOOO y O Relationship to Borrower DOO y O Name TO Address FO i y y O City OO State Zip Phone OO Relationship to Borrower FO O The information on the Optional Parent Info tab is optional for your school If you choose to enter this information simply click on the Optional Parent Info tab and enter the parent borrower s information accordingly Next click on the Additional Information tab 2013 2014 Student Award Information for JOHNNY DEPP Packaging Disb Refunds Commen
59. ts Transmission Log FSEOG Anticipated Disbursements Parent Borrower Info Optional Student Info Optional Parent Info Additional Information EFC Intermediate Values Mon 1 00000 Mons 00000 Mon 00000 Mon 411 00000 Mon goood Mon5 00000 Mon oo000 Moni2 0000 Mond oo000 Mong 00000 Mon 10 00000 Aggregate Amounts Outstanding Pending FFEL Direct Loans Prin Bal Disb 3 Subsidized Loans 5 7000 3 10479 5 Unsubsidized Loans TEACH Loans 5 WA 3 Combined Loans 17479 5 This tab includes information on the student s Intermediate Values EFC that were automatically pulled from the student s ISIR You do not have to enter any information here but it is convenient for you to view the information in each Month s box April 2013 Call Toll Free 1 888 GEMCOR 8 24 GEMCOR Inc TEAM User s Manual 2013 2014 Edition FSEOG FSEOG stands for Federal Supplemental Educational Opportunity Grant and is considered a Campus Based Program designed to supplement a student s Federal PELL Grant award To process an FSEOG payment first select the student from the TEAM Main Menu and then click on the PROCESS button at the bottom of the screen Then click on the Packaging tab to the right of the General Information tab Then click on the FSEOG tab to the right of the DIRECT LOAN Grade Level Two tab 2013 2014 Student Award Information for JOHNNY DEPP General Information Packaging Disb Refunds
60. ude the students Promissory Notes and or the Parent PLUS note The student can fill out an electronic master promissory note or E MPN as well as a Parent PLUS E MPN at www studentloans gov This will automatically link with the loan origination and is much faster and convenient than the paper prom notes You can also send the original paper note to GEMCOR but this usually takes an additional 2 3 weeks to be processed by COD Please see the next section titled Subsequent Payments for information on second payment requesis Subsequent Payments Our systems will automatically schedule future payments to a student at the time the first payment on a SAR or ISIR is processed The schedule shall coincide with the remaining payment periods in the institution s academic year When students reach a Subsequent payment period and the institution has determined that the students have been maintaining satisfactory progress in accordance with published standards you may request subsequent payments through your TEAM software s electronic process We will then process the students next payments GEMCOR does not automatically process future payments based on scheduled dates You must notify us that a student has completed all requirements of the prior payment period before future payments are generated Disbursements Refunds In the event a borrower withdraws from your school you may discover that some of the loan pell money received by the
61. wing screen will appear and you should wait until the green bar finishes loading and wait until the second box appears April 2013 Call Toll Free 1 888 GEMCOR 8 g GEMCOR Inc TEAM User s Manual 2013 2014 Edition i LogMeln Installation Install status Setup is performing the requested action Please wait while the Setup wizard installs LogMeIn This may take a few seconds CUTE When this box appears your setup is completed and you can click Finish Setup Completed LogMeln is now installed on this computer To access this computer remotely go to www LogMelIn com and log in with your email address and password Need help Visit www LogMeIn com support Once you have completed the installation of LogMeln on the computer that you wish to have TEAM installed our Technical Support Staff can log into your machine remotely and install the TEAM software After the installation is complete we will load your Year to Date ISIR files updated Disbursement Journals and Confirmation Files into your TEAM mailbox and activate your license April 2013 Call Toll Free 1 888 GEMCOR 8 9 GEMCOR Inc TEAM User s Manual 2013 2014 Edition You can also choose to install the TEAM software through a CD mailer package Workstation Installation from CD Close any programs which may be minimized or running on your system Place the TEAM CD into your CD ROM CD RW or DVD ROM drive Click the Start button then Run t

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