NEASFAA FALL TRAINING

Preparing for

an Audit

Program Review

Why Me – I’m a Good Person

How it started;◦Med School opened Arizona Campus

◦Contacted KC Regional Office

◦Downhill from there

◦Decided not to do Campus visit - phew

5 Stages of Fed Review (Grief)

Denial

Anger

Bargaining

Depression

Acceptance

What They Asked For – Fin Aid

Academic Year Definition

Application Process, Forms, Deadlines

Credit Balance Policy & Procedure

List of Title IV Recipients (details later)

How T4 Funds are awarded◦ Campus-Based Aid◦ Student Selection Process◦ FSEOG Selection◦ FWS Community Service & Tutoring◦ Coordination of Aid◦ External Sources

Fin Aid – Cont.

Description of all Institutional, Federal, State, Private Aid Programs

Group Selection Process for T4 Aid

Amount of Award (min v max)

Terms and Conditions of Aid Programs (especially T4)

Cost of Attendance by Program

Fin Aid – Cont.

Institutional Refund Policy

Student Withdrawal Procedures

SAP Policy and Procedures

Return of Title IV Procedures

Professional Judgment Policy & Procedures

Verification Policy & Procedures

Fin Aid – Cont.

Net Price Calculator – location & result

Link to College Navigator website

Dependency Over-Ride (P&P) w/examples

Repeat Courses (P&P) w/examples

List of all 3rd Party Vendors

Clock to Credit Hour Conversion◦ (if applicable)

Fin Aid – Cont.

Student Contact Information Appropriate College Official

Student Rights & Responsibilities◦Loan Counseling – Entrance & Exit

T4 Loan Disclosure on Sharing of Information◦School can share needed information with other

entities

Fin Aid - Cont.

Student Right to Know◦Retention Rate

Placement RatePost-graduate study plans

Annual Notice to Students of all Disclosures Available to them on request

Non-Direct Financial Aid Information Requested

Athletic Information

Athletic Compliance & Graduation Rates

Equity in Athletics

Admission Information

Admission/ Re-admission standards

GED Program availability

Recruiter Compensation

Recruitment Brochures

Examples of Marketing materials all media – print, video, radio, web-

based, social media

Admission Cont.

Academic Programs Offered

Physical Plant and relation to academic programs

Faculty and credentials

International Standard Book Numbers

Internship(s) required

Disability Services – Physical & Intellectual

Student Services

Copyright Information

Drug & Alcohol Abuse Prevention Program

Vaccination Policy

Constitution Day Activity

Voter Registration Information

Student Services – Cont.

Campus Security – Jeanne Clery Act

◦Crime Statistics

◦Daily Crime Log

◦Fire Safety Report

◦Timely Warning & Emergency Notification

◦Emergency Response & Evacuation Plan

◦Missing Person Policy

Academics

Accreditation Bodies

Transfer of Credit Policy

Attendance Policy

Withdrawal Policy

Leave of Absence Policy

Program Agreements with other Institutions

Academics – Cont.

Completion/Graduation Rates for short-term programs

Study Abroad Policies – accepting credit

Teacher Preparation Report

Correspondence Courses Offered

Catalogs

Academics – Cont.

Student Body Diversity

Percent of Full-time Student Body enrolled

◦By Gender

◦By Ethnic Group

◦By Pell Grant Recipients

Academics – Cont.

Gainful Employment

◦List of Programs On-campus & by Distance

◦Distance Ed Training materials for students

◦Faculty Contact and Interaction with Distance Ed students

◦Record Keeping of student attendance

Take-A-Ways

Keep FAO Policy & Procedure Manual updated constantly

Impart on Superiors importance of campus-wide effort to maintain effective Financial Aid Programs

Maintain good relations with all campus offices/people

Keep Alcohol within easy reach

Specifics

Recipient Data Sheet◦SSN◦Last Name◦First Name◦Pell Amount Paid◦SEOG Amount Paid◦FWS Amount Earned◦Perkins Loan Paid◦Dir Loan – Sub – Paid◦Dir Loan – Unsub – Paid◦Dir Loan – PLUS - Paid

Specifics – Cont.

Enrollment Status #/Hrs by TermWithdrawal DateLast Day of AttendanceRT4F Return Amount (in total)Date Funds ReturnedVerification Done (yes/no)Prof Judgment Done (yes/no)Dependency Override Done (yes/no)Amt of T4 Credit Balance by TermDate Credit Balance AppearedDate Credit Balance Paid

Specifics – Cont.

Web Based Information

Financial Aid Stuff

Student Services Stuff

Academic Stuff