1. NEASFAA FALL TRAINING Preparing for an Audit Program Review

2. 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

3. 5 Stages of Fed Review (Grief) Denial Anger Bargaining Depression Acceptance

4. 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

5. 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

6. 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

7. 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 3 rd Party Vendors Clock to Credit Hour Conversion ◦ (if applicable)

8. 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

9. Fin Aid - Cont. Student Right to Know ◦Retention Rate Placement Rate Post-graduate study plans Annual Notice to Students of all Disclosures Available to them on request

10. Non-Direct Financial Aid Information Requested

11. Athletic Information Athletic Compliance & Graduation Rates Equity in Athletics

12. 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

13. 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

14. Student Services Copyright Information Drug & Alcohol Abuse Prevention Program Vaccination Policy Constitution Day Activity Voter Registration Information

15. 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

16. Academics Accreditation Bodies Transfer of Credit Policy Attendance Policy Withdrawal Policy Leave of Absence Policy Program Agreements with other Institutions

17. Academics – Cont. Completion/Graduation Rates for short- term programs Study Abroad Policies – accepting credit Teacher Preparation Report Correspondence Courses Offered Catalogs

18. Academics – Cont. Student Body Diversity Percent of Full-time Student Body enrolled ◦By Gender ◦By Ethnic Group ◦By Pell Grant Recipients

19. 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

20. 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

21. 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

22. Specifics – Cont. Enrollment Status #/Hrs by Term Withdrawal Date Last Day of Attendance RT4F Return Amount (in total) Date Funds Returned Verification Done(yes/no) Prof Judgment Done(yes/no) Dependency Override Done(yes/no) Amt of T4 Credit Balance by Term Date Credit Balance Appeared Date Credit Balance Paid

23. Specifics – Cont. Web Based Information Financial Aid Stuff Student Services Stuff Academic Stuff