Transcript Slide 1

Embracing Change: Institutional
Eligibility, Compliance and Program
Participation
Val Meyers
Associate Director
Michigan State University
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As a financial aid professional, being a ‘change
agent’ means more than just ‘being on board’ with
change. From fire safety to textbook costs, there is
a myriad of information required that doesn’t come
from the financial aid office but has implications
for continued eligibility to participate in federal aid
programs. Learn how one school managed and
coordinated their efforts with all the various offices
to ensure that they were meeting all of the
reporting requirements. **
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*It is always ongoing.
*The best way to know if you did it right is to
survive a program review or audit.
*No one has all the answers. The best you
can do is to know who to ask for help.
*Your colleagues at other institutions can
help you most of all.
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challenge of many of the regulatory
changes (e.g., the Consumer Information
requirements in HEOA) are that the
financial aid office has responsibility, but
often no control in meeting the
requirements.
 Identify the information or actions needed
 Determine which unit is responsible
 Inform that unit of the requirement
 Ensure that it is met
Difficulty scale = 1 of 5
This is probably the simplest step. There
are a number of resources that list the
requirements of the HEOA and related
regulation and legislation.
You can be proactive by watching the
proposed legislation and the Notices of
Proposed Rulemaking to see what might
be on the way.
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IFAP (for QA schools, but anyone can use)
◦ http://ifap.ed.gov/qahome/qaassessments/consumerinformation.html
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FSA Handbook, Vol 2, Chapter 6 – “Providing Consumer Information”
◦ 2009-10 link
 http://ifap.ed.gov/fsahandbook/attachments/0910FSAHbkVol2Ch6Inf
ormation.pdf
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National Postsecondary Education Cooperative – Information Required to
be Disclosed under HEA
◦ http://nces.ed.gov/pubsearch/pubsinfo.asp?pubid=2010831rev
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NASFAA web site, including Today’s News
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IFAP
◦ Dear Colleague Letters
◦ Federal Registers
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Regional and State association web sites
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Inside Higher Education
Difficulty scale = 5 of 5
This is where you must involve higherlevel administration for assistance. You
may have to email or phone your contacts
on campus until you determine where the
information resides (or who can best
obtain it for you).
Difficulty scale = 4 of 5
Very hard to do without help.
The structure of reporting responsibilities in
different institutions may make it hard for a
financial aid office to convey the importance of
these requirements.
Difficulty scale = 2 of 5
Tedious, but often not difficult.
You may have to do a lot of web browsing on
your institutional web sites, making notes of
URLs that comply. You may also need to keep
copies of emails, catalogs and publications.
Working up the chain of command, the
compliance officer and director engaged
with Assistant and Associate Provosts until
the matter was assigned to a task force,
headed by an Associate Provost, who pulled
in needed officials and units for the task
Units and officials included:
• Registrar
• Office of Planning (this office supplies data for IPEDS and
other federally-required reporting)
• University Counsel
• Dept of Police and Public Safety
• Athletics
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Textbook disclosure requirement
Notice of Federal Aid penalties for Drug Law
Violations
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Student Body Diversity
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Price of Attendance
Registrar – took responsibility for
implementing and publishing the textbook
requirement as a part of online course
enrollment
When students enroll, they must be given
the required books for the course and
section and the approximate cost of those
materials
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Registrar web site made part of Faculty web
folder – each instructor is made responsible
for his or her course(s)
Or, the department or college may enter the
textbook requirements for the instructor
Registrar sends out email reminders of
deadline each semester
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This information is on the FAFSA, but is it
posted on your web site?
Possession of Controlled
Substance
Ineligibility Period
First Offense
1 year
Second Offense
2 years
Third Offense
Indefinite
Sale of Controlled Substance
Ineligibility Period
First Offense
2 years
Second Offense
Indefinite
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Most of this information is already assembled
and published on your school’s website – you
just have to know where
At MSU, it is the Office of Planning & Budget
◦ Listed are
 Common Data Set
 Student Right to Know Graduation Rates (and Student –
Athlete Graduation Rates) as well as graduation rate
history, etc. A list is available here:
 http://dev.opb.msu.edu/msuinfo/index.asp?info
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Admissions COA may be different from Financial Aid’s
listed COA (inclusion of travel, personal and
miscellaneous costs, etc.)
At MSU, the Office of International Students and
Scholars also wanted average costs for support of
dependents
Also, don’t forget to include Student Accounts (Billing
Office)
It is important to link these offices’ published costs in
some way so there is a consistent message. At MSU the
four units developed a single information sheet
◦ http://ctlr.msu.edu/download/studentaccounts/SampleBudgets.pdf
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Academic Programs & Accreditations
Alcohol & Drug Policy
Campus Security Policies, Crime Statistics
Copyright Infringement & Peer-to-Peer File Sharing Policies
Federal Student Financial Aid Penalties for Drug Law Violation
Financial Aid Information
Graduation and Retention Rates
Intercollegiate Athletic Program Participation Rates &
Financial Support Data
Missing Student Notification Procedure
Placement of Graduates
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Price of Attendance
Privacy of Student Records (FERPA)
Refund Policy, Requirements for Withdrawal, and Return of
Title IV Aid
Services for Students with Disabilities
Student Body Diversity
Textbook Information/Required Course Materials
Vaccination Policies
Voter Registration
◦ http://www.reg.msu.edu/ROInfo/HEOAnotices.asp
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Once you have done the work, you can’t
completely rest!
◦ Test web links annually
◦ Review IFAP for requirement updates and changes
◦ Watch proposed rulemaking = be proactive!
Val Meyers
Associate Director
Michigan State University
[email protected]