1. RMASFAA 2011

2. CONSORTIUM AGREEMENT A written agreement between two or more eligible institutions CONTRACTUAL AGREEMENT A written agreement between an eligible institution and an ineligible institution

3.  HOME SCHOOL ◦ The school where the student is enrolled in a degree or certificate program  HOST SCHOOL ◦ The school where the student is taking part of his/her program requirements through a consortium/contractual agreement

4. Program offered in a written arrangement MUST meet the requirements of an eligible program  No limit on the portion of the eligible program that may be provided by eligible schools other than home school  A school could have: ◦ One agreement for each student; ◦ A separate agreement with each host school; or ◦ A blanket agreement with a group of schools  Agreement contents can vary and depends on interests of the schools involved AND the accrediting or state agency standards

5.  Must disclose to prospective & enrolled students programs designed to be offered by another entity: ◦ Portion of program not being offered by the degree/certificate granting school ◦ Name & location of other school/organization ◦ Method of delivery not being offered by the degree/certificate granting school ◦ Estimated additional costs that student may incur due to arrangement

6.  Should also clearly indicate... ◦ The school that will grant the degree or certificate ◦ Student’s tuition/fees, room/board at each school ◦ Student’s enrollment status at each school ◦ The school responsible for disbursing aid and monitoring eligibility ◦ Procedures for calculating awards, disbursing aid, monitoring SAP, keeping records as well as R2T4 in the event the student withdraws.

7. Program offered in a written arrangement MUST meet the requirements of an eligible program  Eligible school is prohibited from entering into a contractual agreement IF ineligible school or organization has had its eligibility to participate in the FSA programs terminated by the Secretary or  Ineligible school has voluntarily withdrawn from participation in the FSA programs under a termination, show-cause, suspension, or other proceeding initiated by the institution’s state licensing agency, accrediting agency, or by the Secretary

8.  Eligible school is always the home school and is responsible for maintaining all records necessary to document student eligibility and receipt of aid  Limit on portion that can be offered by ineligible school ◦ No more than 25% can be provided if both home and ineligible school are owned or controlled by the same individual, partnership, or corporation ◦ No more than 50% can be provided if both are separately owned or controlled BUT the home school’s accrediting agency or state agency must determine and confirm in writing that the agreement meets its standards for contracting out education services

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10.  To provide access to additional courses at schools in the same geographical area  To allow students to take courses at other schools during the summer  To provide access to additional courses via distance learning  To allow students to do a semester or year at another school domestically 10

11.  2 Plus 2 Programs  Study Abroad Programs  Group of school offering an entire degree program via distance learning  Programs jointly offered by 2 or more schools 11

12.  A partnership between a 2 year and a 4 year institution to facilitate a student completing the last 2 years of his/her 4 year degree. ◦ These programs are also often referred to as “bridge” or “4 year degree completion” programs. 12

13.  Characteristics of the last two years of these programs are frequently: Tailored to meet the needs of non-traditional students Offered via distance learning Offered in the evening only Offered on the site of the 2 year school Offered in various places in the community at temporary sites Offered right on site of the student’s workplace 13

14.  Unique issues with 2 Plus 2 Programs: ◦ Determining where the student is enrolled at any given time ◦ Determining what to do if the student is a regular student at a two year college and beginning to take some upper level courses at a senior institution ◦ Determining which school is going to provide financial aid ◦ Satisfactory Academic Progress ◦ Tracking appropriate enrollment information with partner school 14

15.  Students participating in a study abroad program approved by the home school are eligible for FSA funds, regardless of whether the program is required for the student’s degree or certificate program, as long as... ◦ The home school must be located in the United States AND ◦ Student is an eligible, regular student enrolled in an eligible program at the home school (aid eligibility should be based off of the higher COA of the Study Abroad Program AND ◦ Eligible school approves the program of study abroad for academic credit AND ◦ Credits earned must be acceptable toward graduation in the student’s program by the home school

16.  Student is a degree seeking student at eligible school #1 and plans to attend eligible school #2 in the U.S. that has a study abroad program in conjunction with an eligible foreign school or organization ◦ The two eligible schools in the U.S. must have a consortium agreement in place with each other ◦ Eligible school #2 must have a consortium or contractual agreement with the foreign school or organization 16 CONSORTIUM CONSORTIUM/CONTRACTUAL AGREEMENT STUDENT RETURNS HOME

17.  Student is a degree seeking student at an eligible school and plans to enroll in a study abroad program with an eligible foreign school or organization ◦ The eligible school must have a consortium or contractual agreement with the foreign school or organization 17 STUDENT RETURNS HOME

18.  Eligible school sends faculty and student to a foreign location (could be a school, organization, or just a site) ◦ Foreign location would be considered an additional location and rules in 34 CFR 600.32 (Eligibility of Additional Locations) apply 18

19.  International Student Exchange Program ◦ http://www.isep.org/ http://www.isep.org/  National Student Exchange ◦ http://www.nse.org/ http://www.nse.org/  College Consortium for International Students ◦ http://ccisabroad.org/ http://ccisabroad.org/ 19

20.  The home school may decline to give credit for host school courses in which a student earns a grade that is not acceptable at the home school even if the host school accepts the grade for its resident students  Grades earned do not have to be included in the GPA calculation, but must be included in calculating the quantitative (PACE) component of SAP, as well as maximum credits for program

21. Does school wish to enter into a consortium agreement? Is the student enrolled as a regular student at both schools? Is the student enrolled as a regular student at the home school? Are both schools Title IV eligible? Will the home school give academic credit on the same basis as if it provided the coursework itself? School not required to enter into consortium Consortium agreement not required, but cannot combine enrollment without one Cannot execute consortium agreement Cannot execute consortium agreement (contractual agreement is necessary) Cannot execute consortium agreement Update policies and procedures and execute consortium agreement Consortium Agreements Among Eligible Institutions, NASFAA Spring Training, 2003 Slide 17

22.  Be sure your consortium/contractual guidelines are clearly defined in your policy and procedure manual ◦ Treat students consistently ◦ Do you process campus-based aid for all students or a certain population and explain why each group should be treated differently Distance learners only Not all courses are offered online Satellite campus Not all courses are offered onsite Undergraduates only Graduate/Professional/Law students only Study Abroad

23.  A student may only receive Title IV assistance for courses that are required as part of that student’s certificate or degree program ◦ Exception: Study Abroad – Eligible school must approve the program of study abroad for academic credit Student must be eligible regular student enrolled in an eligible program at the home school Eligible school must approve the program of study abroad for academic credit Credits earned must be acceptable toward graduation in the student’s program by the home school  Under a consortium agreement (not a contractual agreement), either school can process a student’s aid provided the student has normal access to all sources of Title IV aid, including campus-based funds  A consortium/contractual agreement between schools should clearly indicate (1) what the reporting expectations are and (2) within what timeframe those reporting expectations are to be met

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25. Student Requests Consortium Evaluate Request (only certain programs are approved) Inst. A as Home Inst. A as Host Notify Student Provide COA and proof of enrollment to home school Mark consortium enrollment hours Automated weekly process monitors enrollment for drops, updates, etc. Student confirms first day of attendance at host school Manual process monitors transcript receipt, credit, grade & hours DENY APPROVE Total of external/internal hours is manually posted. Copy of CA taken to Registration Office/Perkins Loan Office for Clearinghouse reporting Notify Host School of student’s request Gather forms and add documents to tracking Send CA to Host school for signature Release Aid Receive signed CA from Host school Notify Home school of changes Slide 21 Example of ‘Institution A’ Process

26. Student Requests Consortium Evaluate Request Inst. B as Home Inst. B as Host Notify Student Provide COA and proof of enrollment to home school Post consortium enrollment hours on consortium tracking page Automated weekly process monitors enrollment for drops, updates consortium tracking page, creates report Post consortium enrollment hours on consortium tracking page Automated weekly process monitors transfer credit and updates course grade, hours, creates report DENY APPROVE Capability to run manual report to create a summary report for a term and a clearinghouse report Total of external hours is manually posted to remote hours on Financial Aid Term for disbursement. These hours will be evaluated for Clearinghouse reporting Create/send/receive signed agreement from host school Slide 33 Example of ‘Institution B’ Process

27. To request a Consortium, student must submit the following: 1.KU Consortium Agreement Request form (this slide) 2.KU Advisor Certification form (next slide), completed and signed by academic advisor 3.A copy of the course description(s) from the Host School

28. The advisor certification form must list the external course subject and number exactly as it will appear on the external school transcript If a KU equivalency does not exist in the system at the time of the contract, it must be created by the time the transcript is eventually received The contract must have the correct number of units taken for the external course

29. Host school must include dates of enrollment, credit hours enrolled, and the full cost of attendance Host school agrees to assume responsibility for: providing documentation of student’s enrollment at the host school and COA providing student with consumer information notifying us in a timely manner if the student changes enrollment

31.  US Department of Education, Regulatory Update 2011, Written Arrangements to Provide Educational Programs, Participant’s Guide, 1-40 - 43  CONSORTIUM/CONTRACTUAL AGREEMENTS & TWO PLUS TWO PROGRAMS ◦ Cheryl Leibovitz, U.S. Department of Education, NASFAA Conference, 2000  NASFAA, CONSORTIUM AGREEMENTS ◦ Spring Training, 2003  2010-2011 FEDERAL STUDENT AID HANDBOOK ◦ Written Agreements between Schools, Volume 2, Chapter 7, 2-22 to 2-24  THE BLUE BOOK ◦ Written Agreements between Schools, Chapter 6, 1-79 to 1-83, October 2005  CONSORTIUM AGREEMENTS, NASFAA CONFERENCE 2011 ◦ Stephanie Covington ◦ Connie Corcoran

32.  10. if you don't say 'koala bear & quote...they're marsupials’  9. when you're back home and forget what is the correct side of the road to drive on  8. when your passport has more stamps in it than your parents  7. you now qualify for the expert traveler lane at the airport  6. when you dream in a different language 32

33.  5. when you actually plan not to graduate on time, just so you can study abroad one more semester  4. when you start checking flight prices regularly just to see where you should plan your next trip  3. when you start to think your parents now have a wicked accent  2. when you've stopped shaving your legs  1. when anything and everything can remind you of an occurrence abroad (and your friends are tired of hearing about it!) 33