Transcript ConsortiumContractua..

RMASFAA 2011
CONSORTIUM AGREEMENT
A written agreement between two or
more eligible institutions
CONTRACTUAL AGREEMENT
A written agreement between an
eligible institution and an ineligible
institution
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HOME SCHOOL
◦ The school where the student is enrolled in a
degree or certificate program
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HOST SCHOOL
◦ The school where the student is taking part of
his/her program requirements through a
consortium/contractual agreement
Program offered in a written arrangement MUST meet
the requirements of an eligible program
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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
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Agreement contents can vary and depends on interests
of the schools involved AND the accrediting or state
agency standards
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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
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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.
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Program offered in a written arrangement MUST meet the
requirements of an eligible program
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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
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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
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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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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
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2 Plus 2 Programs
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Study Abroad Programs
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Group of school offering an entire degree
program via distance learning
Programs jointly offered by 2 or more schools
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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.
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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
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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
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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
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◦ 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
CONSORTIUM
STUDENT
RETURNS HOME
CONSORTIUM/CONTRACTUAL
AGREEMENT
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
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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
STUDENT
RETURNS HOME
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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
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International Student Exchange Program
◦ http://www.isep.org/
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National Student Exchange
◦ http://www.nse.org/
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College Consortium for International Students
◦ http://ccisabroad.org/
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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
Does school wish to enter
into a consortium
agreement?
Consortium agreement
not required, but cannot
combine enrollment
without one
Is the student enrolled as a
regular student at both
schools?
School not
required to enter
into consortium
Cannot execute
consortium agreement
(contractual agreement
is necessary)
Cannot execute
consortium
agreement
Is the student enrolled as a
regular student at the home
school?
Update
policies and
procedures
and execute
consortium
agreement
Are both schools Title IV eligible?
Cannot execute
consortium
agreement
Will the home school give academic
credit on the same basis as if it
provided the coursework itself?
Consortium Agreements Among Eligible
Institutions, NASFAA Spring Training,
2003
Slide 17
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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
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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
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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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Evaluate
Request
Student Requests
Consortium
Notify
Student
DENY
(only certain
programs are
approved)
APPROVE
Notify Host School of
student’s request
Inst. A
as
Home
Gather forms and add
documents to tracking
Student confirms first
day of attendance at
host school
Send CA to Host school for
signature
Provide COA
and proof of
enrollment to
home school
Receive signed CA
from Host school
Total of external/internal hours is
manually posted. Copy of CA taken to
Registration Office/Perkins Loan Office
for Clearinghouse reporting
Manual process
monitors transcript
receipt, credit, grade
& hours
Inst. A
as Host
Automated weekly process
monitors enrollment for drops,
updates, etc.
Release Aid
Mark consortium
enrollment hours
Notify Home
school of
changes
Example of ‘Institution A’ Process
Slide 21
Student Requests
Consortium
Evaluate
Request
Notify
Student
DENY
APPROVE
Inst. B
as
Home
Capability to run
manual report to
create a summary
report for a term and a
clearinghouse report
Create/send/receive
signed agreement
from host school
Post consortium
enrollment hours on
consortium tracking page
Total of external hours
is manually posted to
remote hours on
Financial Aid Term for
disbursement. These
hours will be evaluated
for Clearinghouse
reporting
Inst. B
as Host
Provide COA
and proof of
enrollment to
home school
Automated weekly
process monitors
transfer credit and
updates course grade,
hours, creates report
Automated weekly process
monitors enrollment for
drops, updates consortium
tracking page, creates report
Post consortium
enrollment hours
on consortium
tracking page
Example of ‘Institution B’ Process
Slide 33
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
• 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
• 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
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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
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CONSORTIUM AGREEMENTS, NASFAA CONFERENCE 2011
◦ Stephanie Covington
◦ Connie Corcoran
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10. if you don't say 'koala bear & quote...they're marsupials’
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9. when you're back home and forget what is the correct side
of the road to drive on
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8. when your passport has more stamps in it than your
parents
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7. you now qualify for the expert traveler lane at the airport
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6. when you dream in a different language
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5. when you actually plan not to graduate on time, just so
you can study abroad one more semester
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4. when you start checking flight prices regularly just to see
where you should plan your next trip
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3. when you start to think your parents now have a wicked
accent
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2. when you've stopped shaving your legs
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1. when anything and everything can remind you of an
occurrence abroad (and your friends are tired of hearing
about it!)
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