1. MASFAA 2013 October 6 th – 9 th, 2013 Indianapolis, Indiana Satisfactory Academic Progress Tara Piantanida-Kelly, USA Funds

2. SAP Definition 1 Satisfactory academic progress is the level of academic advancement required of students by the HEA to receive federal student aid.

3. Agenda  Establishing SAP Policies.  Evaluation Period.  SAP Standards. –Qualitative Standards. –Quantitative Standards.  Additional SAP Components.  Federal Aid Eligibility.  Appeals. –Academic Plans.  Student Notification.  Consumer Information Requirements.

4. Establishing SAP Policies  Reasonable standards. –Financial aid recipients vs. non-recipients.  Consistent application of standards. –Enrollment statuses. –Grade levels. –Academic programs.  Evaluation period. 1

5. SAP Standards  Qualitative standards: –School-defined for programs of two years or less. –Federally-defined for programs of more than two academic years in length.  Quantitative standards: –School-defined for all programs. Qualitative and Quantitative Standards 2 Students must meet both qualitative and quantitative standards to remain eligible for aid.

6. Qualitative Standards Grades, work projects completed or other comparable factors that are measurable against a norm. 2 By end of second year: OR Maintain standing consistent with graduation. Maintain “C” average or equivalent.

7. Qualitative Standards Incremental Evaluation Period Cumulative GPA Requirement Standard Rate First Year2.00 Second Year2.00 Third Year2.00 Fourth Year2.00 2 Graduated Rate 1.50 1.68 1.86 2.00  Sample GPA Progression:

8. Case Study Greta 3 Semester Semester GPA Cumulative GPA Meeting Standards? Standard Rate Graduated Rate 12.23 21.571.90 32.011.93 42.352.04 51.892.01

9. Quantitative Standards  Maximum time frame.  Completion standards.  Pace. 4-6 Schools must establish the normal time frame for completion of each program of study.

10. Quantitative Standards The normal time frame for completion of each program of study. Maximum Time Frame 4  Undergraduate programs: –150 percent of program length.  Graduate/professional programs: –School-defined standard.

11.  Sample (Maximum Time Frame): Quantitative Standards Maximum Time Frame 4 Established Program Hours Maximum Time Frame 30 x 150% = 45 hours 26 x 150% = 39 weeks26 week program 30 credit-hour program 120 x 150% = 180 hours Credit-Hour (non-term-based) Clock-Hour 120 credit-hour program Credit-Hour (term-based)

12. Quantitative Standards  Fixed Completion Standard (percentage): Completion Standards 5 Established Program Hours =Minimum Completion Percentage Maximum Time Frame Hours Program Requirement Maximum Time Frame Minimum Completion Percentage Credit-Hour120 hours180 hours 120 ÷ 180 = 66.7%

13.  Sample Graduated Completion Standards: Quantitative Standards Evaluation Period Minimum Completion Percentage Year 160% Year 265% Year 370% Year 4 and beyond75% Completion Standards 5

14. Quantitative Standards  Student’s individual pace must be calculated each evaluation period.  Student’s pace must be compared to minimum completion rate based on program requirements and maximum time frame. Pace 6 Pace = Cumulative number of hours successfully completed Cumulative number of attempted hours

15. Case Study  Term-based program.  Requires 120 hours to graduate.  Must complete within 150 percent time frame. 6 Carter

16. Case Study  What is the maximum number of hours he may attempt? Carter 6  What is the minimum completion percentage Buckhead could establish to ensure completion of program within the maximum time frame? = Program hours Maximum time frame hours Completion percentage

17. Case Study  Buckhead established a minimum cumulative completion rate of 75 percent. –Carter has attempted 64 credit hours and has successfully completed 56 of those credits.  What is Carter's pace toward completion? Carter 6  Is Carter's pace meeting Buckhead's SAP standard? = Hours completed Hours attempted Pace

18. Agenda  Establishing SAP Policies.  Evaluation Period.  SAP Standards. –Qualitative Standard. –Quantitative Standard.  Additional SAP Components.  Federal Aid Eligibility.  Appeals. –Academic Plans.  Student Notification.  Consumer Information Requirements.

19. Additional SAP Components  Academic-amnesty courses.  Changes in course of study.  Incomplete grades.  Leaves of absence.  Nonstandard courses.  Program completion.  Repeated courses.  Transfer credits. 7-8

20. Example  Transferring from Rosen College.  40 hours on transcript.  New school only will accept 25 hours toward her program. 9 Maria

21. Example  Determine her attempted and completed hours, and pace of completion. Maria 9 Pace = Cumulative number of hours successfully completed Cumulative number of attempted hours Transcript Hours Transferred Hours Attempted Hours Completed Hours Pace 4025 Transcript Hours Transferred Hours Attempted Hours Completed Hours Pace 4025 402562.5% 25 100%

22. Additional SAP Components  Academic-amnesty courses.  Changes in course of study.  Incomplete grades.  Leaves of absence  Nonstandard courses.  Program completion.  Repeated courses.  Transfer credits.  Withdrawals and absences.  Written arrangements. 9

23. Agenda  Establishing SAP Policies.  Evaluation Period.  SAP Standards. –Qualitative Standard. –Quantitative Standard.  Additional SAP Components.  Federal Aid Eligibility.  Appeals. –Academic Plans.  Student Notification.  Consumer Information Requirements.

24. Federal Aid Eligibility Financial Aid WarningFinancial Aid Probation Definition Required Student Action Eligibility for Aid Financial Aid Warning and Probation 10 Assigned when not meeting SAP at end of a payment period. No appeal required. Aid may be paid for the subsequent payment period. Aid reinstated due to successful appeal. File SAP appeal with school. Aid may be paid for the subsequent payment period. Must be making SAP or successfully following established academic plan.

25. Federal Aid Eligibility  May review groups of students at different intervals: –Undergraduate vs. graduate students. –Underclassmen vs. Upperclassmen. –Different programs.  Must be consistent in review within each group.  Must apply warning and probation statuses based on review frequency within groups. Frequency of SAP Evaluation 11

26. Federal Aid Eligibility For schools that measure SAP: Every payment period:Less than every payment period: Financial Aid Warning and Probation 11-12  If SAP not met, allowed to place student on “financial aid warning.” –No action is required by student. –May disburse aid for subsequent period.  If student fails to meet SAP for subsequent period, allowed to place on “financial aid probation” with applicable rules.  If SAP not met, not allowed to use “financial aid warning” status.  Student who files a successful appeal may: –Be placed on “financial aid probation.” –Have aid disbursed for subsequent period.  Continued eligibility may be granted only if one of the following is true: –Meeting SAP. –Successfully following an academic plan.

27. Federal Aid Eligibility Frequency of SAP Evaluation 12 Every payment period. * Less than every payment period. Allowed to place student on “financial aid warning.” Student not meeting SAP at end of warning period. Ineligible until meeting SAP again. Files a successful appeal and placed on “financial aid probation.”** Student not meeting SAP at end of probation period. Continued eligibility may be granted only if successfully following an academic plan. How often does the school measure SAP? Student not meeting SAP at end of evaluation period.

28. Agenda  Establishing SAP Policies.  Evaluation Period.  SAP Standards. –Qualitative Standard. –Quantitative Standard.  Additional SAP Components.  Federal Aid Eligibility.  Appeals. –Academic Plans.  Student Notification.  Consumer Information Requirements.

29. Appeals  Schools allowing appeals must: –Outline circumstances under which appeal may be warranted. –Define required elements. –Determine if standards can be met after next payment period or develop plan for meeting standards by a certain date.  Schools not allowing appeals must explain how eligibility may be regained. 13 Schools are allowed to have additional requirements of students who are on financial aid probation.

30. Appeals  Must: –Be used if student cannot meet SAP at end of probationary period. –Ensure the student will meet SAP at a later date. –Be reviewed after the probationary payment period. Then may be reviewed as frequently as other aid recipients. 13 Academic Plans If successfully followed, student can continue to receive aid, even if not meeting SAP standards.

31. Case Study  Olson College measures SAP each quarter.  Students must: –Have a cumulative 2.0 GPA. –Complete 75 percent of cumulative coursework.  At end of spring term: –GPA: 1.93. –Hours attempted: 70. –Hours completed: 40. 14 Bill

32. Case Study  Determine Bill's pace.  Based on his GPA of 1.93 and pace, is he making SAP? Bill 14 = Hours completed Hours attempted Pace SPSUFAWINSP

33. Case Study  Bill is placed on financial aid warning status for fall quarter. What must he do to continue receiving aid in future terms? Bill 14 SPSUFAWINSP SUFAWINSP

34. Case Study  After fall term, Bill's academic standing is: –GPA: 2.01. –Hours attempted: 82. –Hours completed: 52. Bill 14  Determine Bill's pace. Based on his GPA and pace, is he making SAP? = Hours completed Hours attempted Pace SPSUFAWINSPWIN

35. Case Study  Bill submits an appeal and plans to enroll in 12 hours for the winter quarter. Bill 14  If he successfully completes all 12 hours with at least a 2.0 GPA for the quarter, will he make SAP? = Hours completed Hours attempted Pace SPSUFAWINSPFAWIN

36. Case Study  Does an academic plan need to be established as part of the appeal process? Why or why not? Bill 14 SPSUFAWINSP WIN

37. Agenda  Establishing SAP Policies.  Evaluation Period.  SAP Standards. –Qualitative Standard. –Quantitative Standard.  Additional SAP Components.  Federal Aid Eligibility.  Appeals. –Academic Plans.  Student Notification.  Consumer Information Requirements.

38. Student Notification  Changes to aid eligibility as a result of SAP evaluation.  Written notification. –Explain criteria to maintain or regain eligibility. –Standard form or specific letters.  Provide opportunity for discussion. –Understanding appeal process. –Future expectations.  Document, document, document! 15

39. Consumer Information Requirements  Schools must disclose SAP policies to enrolled and prospective students.  Disclosure must include: –SAP standards. –Retaining eligibility. –Re-establishing eligibility. 15

40. Agenda  Establishing SAP Policies.  Evaluation Period.  SAP Standards. –Qualitative Standard. –Quantitative Standard.  Additional SAP Components.  Federal Aid Eligibility.  Appeals. –Academic Plans.  Student Notification.  Consumer Information Requirements.

41. A nonprofit corporation, USA Funds ® works to enhance postsecondary education preparedness, access and success by providing and supporting financial and other valued services.