National Association of Student Financial Aid Administrators
© NASFAA 2012
The following is a presentation prepared for:
ISFAA ConferenceIndianapolis IN
© NASFAA 2012
Slide 2 © NASFAA 2012
Using NASFAA Tools
Ron Day, Director of Financial Aid Kennesaw State University
© NASFAA 2012
Slide 3 © NASFAA 2012
NASFAA Tools
Tools to help you improve administration and compliance include:
• Analysis of new laws, regulations and guidance
• Text of laws, regulations and ED guidance
• NASFAA-developed tools and resources
• Online live and on-demand training and analysis
• Centers with resources to help you comply with new regulations
Slide 4 © NASFAA 2012
Overview of NASFAA Tools
Slide 5 © NASFAA 2012
Overview of NASFAA Tools
Slide 6 © NASFAA 2012
Training and Professional Development
Slide 7 © NASFAA 2012
Online: NASFAA University
Slide 8 © NASFAA 2012
Paths to Credential: Demonstrated Experience
• Minimum experience• Evaluation process• Cost
Slide 9 © NASFAA 2012
Paths to Credential: Self-Study Guides
• Format• Structure• Topics
Slide 10 © NASFAA 2012
Paths to Credential: Facilitated Online Course
• Designed to bring minds and ideas together despite distances
• Program objectives:– Proficiency– Knowledge– Value
Slide 11 © NASFAA 2012
Paths to Credential: Facilitated Online Course
• 3 to 6 week length courses• Offers video-enhanced
lectures• Includes quizzes and
homework assignments• Live facilitator• Online discussions• Resource library• Qualifies for credential testing
Slide 12 © NASFAA 2012
Paths to Credential: On-site Training
• Format• Structure• Topics• Pros and cons
Slide 13 © NASFAA 2012
Paths to Credential: Boot Camps
• In-person workshops offered by state and regional financial aid associations
• Immersive in nature and usually span multiple days
• Must be using NASFAA CORE curriculum
• Successfully completing specific topic areas through a boot camp qualifies an individual for the credentialed test
Slide 14 © NASFAA 2012
Online: Webinars
Slide 15 © NASFAA 2012
• October 27, 2012 – Award Letters and Related Consumer Information• November 19, 2012 – Working with Students Without a High School Diplomas• December 19, 2012 – Moving Toward Customization: Verification for 2013-14• February 27, 2013 – Strategic Packaging: Who Gets What• May 15, 2013 – Did You Notice Anything Unusual? Exercising Professional Judgment• June 26, 2013 – Hot Topics!
Online: Webinars
Slide 16 © NASFAA 2012
On My Campus: CORE
Slide 17 © NASFAA 2012
• Comprehensive instructional materials for teaching financial aid fundamentals
• 13 modules cover almost all topics relevant to financial aid administration
• Contains an instructor’s guide, PowerPoint presentation and trainee handouts
On My Campus: CORE
Slide 18 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-
CORE
Slide 19 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-CORE
Slide 20 © NASFAA 2012
In My Area: State & Regional Workshops
• Direct Loans: The Rest of the Story• Features real-life situations• Provides guidance on common issues• Contains an instructor’s guide, PowerPoint
presentation and trainee handouts
Slide 21 © NASFAA 2012
Professional Practice Tools
Slide 22 © NASFAA 2012
AskRegs Knowledgebase
AskRegs Knowledgebase allows members to browse and search for answers to regulatory and compliance questions
Slide 23 © NASFAA 2012
AskRegs Knowledgebase
Search on key terms to view most popular Q&A articles on a topic
Slide 24 © NASFAA 2012
AskRegs Knowledgebase
Subscribe to receive automatic updates if article guidance changes
Slide 25 © NASFAA 2012
AskRegs Knowledgebase
Submit a Ticket and NASFAA staff will research and provide an answer to your question
Slide 26 © NASFAA 2012
AskRegs Knowledgebase
Immediately check the status of any Tickets you have submitted
Slide 27 © NASFAA 2012
Self-Evaluation Guide
The Guide is divided into four major parts:
I. Institutional Responsibilities
II. Administration of Title IV Federal Aid Programs
III. Administration of Title VII and Title VIII Health Professions Programs
IV. Appendices
Slide 28 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-
Self-Evaluation Guide
Slide 29 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-Self-Evaluation Guide
Slide 30 © NASFAA 2012
Compiled Title IV Regulations
• Searchable PDF document• Linked table of contents in each document• New regulations incorporated each award year• Current edition is as of July 1, 2012, effective
2012-13 award year
Slide 31 © NASFAA 2012
• Revisions that became effective July 1, 2012, are shown in: red (added text) or strikeout (like this) for deleted text
• Keys applicable to individual sections of regulation are noted in the footer
• Gray shading used to denote early implementation at institution’s option
• Bookmarks added to permit navigation in document
Compiled Title IV Regulations
Slide 32 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-Compiled Title IV Regulations
Slide 33 © NASFAA 2012
Compiled Title IV Legislation
• Searchable PDF for each major subchapter of U.S. Code
• Files constructed by incorporating amendments to the law
• Each document contains bookmarks for easier navigation
Slide 34 © NASFAA 2012
•For official version of the law, visit Thomas at http://thomas.loc.gov/home/thomas.php
Compiled Title IV Legislation
Slide 35 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-Compiled Title IV Legislation
Slide 36 © NASFAA 2012
Policies and Procedures Tools
•Tools for formatting, implementing, and evaluating policies and procedures
•Regulatory Resources Guide containing: Explicit and implied regulatory requirements Areas where schools have implementation
options
Slide 37 © NASFAA 2012
• Customizable P&P manual • Page format samples, style decisions, and
master template document• Guidance for reading and interpreting statutes
and regulations
Policies and Procedures Tools
Slide 38 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-
Policies and Procedures Tools
Slide 39 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-
Policies and Procedures Tools
Slide 40 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-
Policies and Procedures Tools
Slide 41 © NASFAA 2012
How-to Guides
• Guides for: Award Letter Self-Assessment and Net Price Calculator Selection
• Reference tool on how to use federal income tax returns, forms and schedules for verification and need analysis
Slide 42 © NASFAA 2012
Using Tax Returns in Need Analysis
Updated annually by NASFAA
Slide 43 © NASFAA 2012
How-to Guides: Using Tax Returns in Need Analysis-
Exa
mpl
e -
- E
xam
ple
-
Slide 44 © NASFAA 2012
- E
xam
ple
-
- E
xam
ple
-
How-to Guides: Using Tax Returns in Need Analysis
Slide 45 © NASFAA 2012
Standards of Excellence
Through review of school’s financial aid operations, administration of Title IV programs, and compliance with Title IV requirements by team of practicing financial aid administrators
Slide 46 © NASFAA 2012
Quick Reference Guides
•Deadlines: Direct Loan Program Year Closeout vs. Reconciliation Q & A
•2012-13 Student Aid Reference Sheet•2011-12 Graduate & Professional Reference Sheet•2011-12 Health Professions Loans & Scholarships Reference Sheet•Cash For College•And more…
Slide 47 © NASFAA 2012
Monographs
• Competent review of literature on financial aid related topics
• Publications offering historical, research driven information that summarizes statistics
Slide 48 © NASFAA 2012
Student Aid Transcript
The Student Aid Transcript is the magazine of NASFAA, featuring in-depth articles by NASFAA members, policy experts, and colleagues in related industries.
Slide 49 © NASFAA 2012
The Journal of Student Financial Aid is the official journal of NASFAA, featuring in-depth articles by NASFAA members, policy experts, and colleagues in related industries.
Journal of Student Financial Aid
Slide 50 © NASFAA 2012
Graduate & Professional Listserv
• Free service for student aid professionals at graduate and professional institutions• Serves as a communications forum for issues specifically related to the administration of financial aid at Grad/Prof schools
Slide 51 © NASFAA 2012
Resource Listserv
• Free service for institutions that have limited resources to administer student aid• Serves as communications forum for issues specifically related to the administration of financial aid and maintaining compliance on a tight budget
Slide 52 © NASFAA 2012
Questions?
Slide 53 © NASFAA 2011
Top Related