Scholarship Administration (USF Staff Only)

Reports

Access to scholarship fund and student award information requires completion of FERPA/Security Training in GEMS.

Banner Enhanced Access: My USF -> Business Systems -> Student Self-Service (Staff)

Access requires completed Banner, BDM, and Degree Works Access Request and FERPA training must be completed in GEMS
Approval requires
- For non – USF Foundation funds -
  - Accountable officer (AO) or designated staff with Banner access - AO must email Steve Runion (srunion@usf.edu) the approval and include the FAST chart field used to track scholarship expenses. The chart field will be used to verify the AO
- For USF Foundation funds:
  - An AO must send Kristi Laribee (klaribee@usf.edu) a request for staff to assist with scholarship administration.
  - This request should include a description of the awarding unit (e.g., College, Department) responsible for administering the funds and how the awarding unit plans to award and reconcile in Banner
Access to additional Banner Financial Aid pages
Access to export spreadsheets from Banner Financial Aid pages to assist with awarding and payment reconciliation by aid year, fund, term
Thank you letter tracking
Access to input scholarship awards directly into Banner Financial Aid pages (must be requested and approved based on fund type)

Scholarship Power BI Workspace Access: My USF->Email & Teams-> USF Office 365->Apps->Power BI->Workspaces

Fund Monitoring – all funds, Scholarship Name, Fund Code, Disbursement Requirements
Fund Reconciliation – All students awards; Paid vs. Unpaid, Enrollment status, Terms and Conditions (T&C))/Thank You Letter (TYL) requirements
Scheduled Daily Updates
Additional Reports available up on request

Scholarship Administrative Reports - Login (Authorized Users) – See Scholarship Administrative Guide