ERIC ED437878: Reauthorization Training, Spring 2000. Participant's Guide.

307 Pages·2000·9 MB·English

by  ERIC

DOCUMENT RESUME
ED 437 878
HE 032 750
Reauthorization Training, Spring 2000. Participant's Guide.
TITLE
INSTITUTION
Office of Student Financial Assistance (ED), Washington, DC.
PUB DATE
2000-00-00
NOTE
307p.
AVAILABLE FROM
ED Pubs, P.O. Box 1398, Jessup, MD 20794-1398. Tel:
877-433-7827 (Toll Free). For full text:
http://www.ed.gov/offices/OPE/announce/trng/tdosc.html.
PUB TYPE
Non-Classroom (055)
Guides
EDRS PRICE
MF01/PC13 Plus Postage.
DESCRIPTORS
Educational Finance; *Eligibility; Federal Aid; Federal
Programs; *Financial Aid Applicants; Higher Education; *Loan
Repayment; *Need Analysis (Student Financial Aid); Needs
Assessment; Paying for College; *Student Financial Aid;
Student Financial Aid Officers; Student Loan Programs
IDENTIFIERS
*Higher Education Act Title IV
ABSTRACT
This workbook, which is intended for training individuals
working with student financial aid matters is organized into four main
sections, each of which is prefaced by a summary of related resource
material: (1) an introduction;
(2) student eligibility and other related
(3) returning Title IV funds; and (4) master promissory notes.
issues;
Workbook exercises include case studies, illustrations of typical computer
screens, and spaces for participant notes. Extensive appendixes include
sample Department of Education forms, including drug worksheets, treatment of
Title IV funds, and master promissory notes; a list of workshop case studies;
sample worksheets for case studies on treatment of Title IV funds; review
exercises and discussion questions related to case studies; resources; and
information on state statutes related to home schooling.
(CH)
POOR PRINT QUALITY
46
205
Pgs
Reproductions supplied by EDRS are the best that can be made
from the original document.
Reauthorization
Training
Participant's Guide
BEST COPY
AVAILABLE
,.._,.......;;.i.w
U.S. DEPARTMENT OF EDUCATION
Office of Educational Research and
Improvement
EDUCATIONAL RESOURCES INFORMATION
CENTER (ERIC)
JO This document has been
reproduced as
received from the person or organization
originating it.
UNIVERSITY
Minor changes have been made
to
improve reproduction quality.
Ai
all IAD EliNal I.Y.O. NOct:ITal:iVIL.i.
V.540-VCCAiNiCUE:13
Points of view or opinions stated
in this
document do not necessarily represent
official OERI position or policy.
Form approved
OMB # 1880-1529
Exp. date 10/31/2000
STUDENT FINANCIAL ASSISTANCE
Training Satisfaction Survey
Thank you for taking a moment to answer the following questions. We will
use
this to evaluate and improve our training and materials. Any information
you
provide is confidential.
Course
Date
Location
'Rainer name(s)
Your type of institution:
Private
1:/1 Public
[:11 Proprietary
[j Clock Hour/Credit Hour
LIUndergraduate/Graduate
Length of time in financial aid related responsibilities: (years/months)
Please complete the following statements using the scale below:
= Unacceptable
1
2 = Poor/less than acceptable
3 = Moderate/Acceptable
4 = Good/More than acceptable
= Outstanding/Much more than acceptable
5
N/A = Not applicable/Unknown/No Comment
[i3 4 5
1. How well did this training meet your needs for improving
your student aid operations?
Ul 2
N/A
1
Li 2 3 4 5 N/A
2. How well did this training meet the overall objectives stated at the beginning of the course?
LI 1
3. How well did the training announcement describe this training?
zi 5
Li 1
Li 4
LI 2
rjl 3
LI N/A
3
.
4. How helpful were the case studies, charts and other graphic illustrations?
rj 5
Ul 2
[:1
N/A
4
L:11 3
1:11 1
5. Our goal is to provide accurate, clear and organized materials. How do you rate our materials?
1:1 3 4 5 N/A
LI 1
[:1 2
PRESENTATION
6. Please rate the presentation and/or slide show for clarity and accuracy.
lj 4 5 rj N/A
Li 3
CI 2
1
7. Was enough time devoted to trainee questions and exercises?
Lji No
1:11 Yes
8. What suggestions do you have to improve the trainers' presentation?
TRAINING LOGISTICS AND MISCELLANEOUS
9. What additional training would you like us to provide?
10. What comments do you have about the workshop's location and training room?
a
A
You can now provide your comments on this or any other training session on our 'fraining
Information page at www.ed.gov/offices/OPE/announce/trng/ or by sending us an e-mail at
[email protected]
4
Table of Contents
Introduction
I
2 Student Eligibility and Other Related Issues
3 Return of Title IV Funds
4 Master Promissory Note
Appendices
A Department of Education Forms
1. Drug worksheet for correcting response to SAR question 28
2 Drug worksheet for determining correct
response
to FAFSA question 28
3. Treatment of Title IV Funds When a Student Withdraws from
a Credit
Hour Program (8 blank worksheets reproduced by NCS)
4. Treatment of Title IV Funds Where a Student Withdraws from
a Clock
Hour Program (4 blank worksheets reproduced by NCS)
Master Promissory Note and accompanying material
5
for FFELP loans
6. Master Promissory Note and accompanying material
for Direct Loans
B. Cumulative list of all workshop case studies
C Treatment of Title IV Funds When
a Student Withdraws worksheets for
Session 3 case studies
D. Review exercises and discussion questions related to
case studies
E. Resources
Summary of Reauthorization Provisions
1
Federal Perkins Loan Deferments and Cancellations
2.
Return of Title IV Funds: Requirements and Deadlines
3.
Return of Title IV Funds: Requirements for Notifications
4.
Return of Title IV Funds: Determining Trigger Dates
5.
GEN-89-38 (LD) referencing SSIG
6.
7. FSEOG Match
8.
Policy Bulletin (January 7, 1999) regarding institutional charges
F. Information on State statutes related to Home Schooling
BEST COPY AVAILABLE
5
Ession I
ro uc
ion
In
Spring 2000 Reauthorization
Training Workshop
Fir
4.1*^Y
1-1
Reauthorization Training Spring 2000 Participant's Guide
1 -1
Session OneIntroduction
Workshop Agenda
u Session 1: Introduction
Session 2: Student Eligibility and Other
Related Issues
Session 3: Return of Title IV Funds
Session 4: Master Promissory Note
1-3
7
Reauthorization Training Spring 2000 Participant's Guide
1-2
Session OneIntroduction
oostet:s.voos>aeooks>a
Reauthorization of the Higher
Education Act
Higher Education Amendments of 1998 (Public
Law 105-244)
Date of Enactment: October 7, 1998
Most Provisions Effective: October 1, 1998
Negotiated Rulemaking: January
- June
1999
Final Rules: August
November 1999
-
1-4
Refer to Dear Colleage Letter GEN-98-28 for a complete listing of Reauthorization
provisions.
NPRM/Final Rule Dates
Name
NPRM
Final
Direct Loans
June 16 Aug 24
Oct 27
Accreditation
June 25
Oct 20
Institutional Eligibility
July 15
Oct 29
Student Eligibility
July 16
Oct 22
Perkins Loan
July 29
Oct 28
Cohort Default Rates
July 30
Nov 1
1-5
S
Reauthorization Training Spring 2000 Participants Guide
1-3
Session OneIntroduction
0.0.000v00000000
NPRM/Final Rule Dates
(continued)
NPRM
Final
Name
Oct 29
Aug 3
Guaranty Agencies
Oct 28
Aug 3
Pell/Campus-based
Aug 6
Nov 1
Return of Title IV funds
Nov 1
Aug 10
DL/FFELP Common
Nov 1
Aug 10
Consumerism
1-6
Appendix E Resources
&
ummary of Reauthorization Provisions
Federal Perkins Loan Deferments/Cancellations
Return of Title IV Funds
Requirements & Deadlines
Requirements for Notifications
Determining Trigger Dates
GEN-89-38 (LD) referencing SSIG
FSEOG Match
Policy bulletin referencing institutional charges
1-1
Reauthorization Training Spring 2000 Participant's Guide
1-4
9
Session OneIntroduction
4
Resources
iailable on IFAP
Higher Education Amendments of 1998
(P.L. 105-244)
Dear Colleague Letter GEN-98-28
NPRMs
Federal Registers
1-8
significant
The IFAP web site (http://www.ifap.ed.gov) is an invaluable resource. It contains a
be noted that the 1999-2000
amount of material related to Reauthorization. It should also
Student Aid Handbook incorporated relevant changes to student aid programs. The 2000-
2001 Handbook will also contain changes resulting from Reauthorization.
1-5
Reauthorization Training Spring 2000 Participant's Guide
10