Fellowship Training 2005 06 Welcome Fellowship Training 2005

Fellowship Training 2005 -06 Welcome Fellowship Training 2005

Fellowship Training 2005 -06 Training Team Cyndi 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 ü Understand the difference in graduate student appointments and financial aid implications ü Communicate changes in Graduate School Fellowship Program ü Understand the impact of offer letters ü Academic Office Communicate Business Office

Fellowship Training 2005 -06 Agenda • Fellowship Overview • Fellowship Program Changes • Offer Letters

Fellowship Training 2005 -06 Reference Material Fellowship Manual http: //www. purdue. edu/Grad. School/downloads/facstaff/fellowshipmanual. pdf

Fellowship Training 2005 -06 Part 1 Fellowship Overview

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. 2. 3. 4. Definition of a fellowship Conditions for acceptance Recommended financial provisions 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) and compensation (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 Resident Non-Resident Tuition, fees 5, 860 17, 640 Room, meals 6, 700 890 1, 260 1, 340 $14, 710 $26, 570 Books, supplies Transportation & Personal Total (Based on survey conducted by Division of Financial Aid)

Fellowship Training 2005 -06 Financial Aid Calculations Resident Assistantship Fellowship Cost of education 14, 710 Fee remission 4, 732 14, 710 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 9 a) • 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 Part 2 Graduate School Fellowships

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 Grants Reference: 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 Part 3 Offer Letters Fellowship/Assistantship

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 15 th

Fellowship Training 2005 -06 Key Points (continued) • Offer Letter Distribution Dept. Business Office Dept. Graduate Chair ISS (if international) Graduate School Student file 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 recognition http: //www. gradschool. purdue. edu/funding/indextemp. cfm

Fellowship Training 2005 -06 Fellowship Resources • Other resources needed? – email fellowships@purdue. edu

Fellowship Training 2005 -06 Questions Cyndi 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