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Professional Judgment: Dependency Overrides & Reduced Income Presented by

Professional Judgment: Dependency Overrides & Reduced Income Presented by Paul Simenson, Penn State University. Exercising Professional Judgment. Bananas, Onions, Garlic, A Deck of Cards & Other Secrets to Developing Your Professional Judgment Framework. Why are you here?.

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Professional Judgment: Dependency Overrides & Reduced Income Presented by

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  1. Professional Judgment: Dependency Overrides & Reduced Income Presented by Paul Simenson, Penn State University

  2. Exercising Professional Judgment Bananas, Onions, Garlic, A Deck of Cards & Other Secrets to Developing Your Professional Judgment Framework

  3. Why are you here? Exercising Professional Judgment First Things First: • What do you want from the next 40 minutes?

  4. UM to CM to FM to “Simplification” Exercising Professional Judgment Student Aid 101: (A brief history) • USDE Special Conditions Form • HEA ’65 Reauthorized in 1992 • & Finally August 14, 2008 • Remains Principally Unchanged • Guidance From Department • Releasing of Monograph 26

  5. Exercising Professional Judgment Immutable Truths: • The “Reasonable Person” Standard • Perception is Everything • Not A Rationing Device for Available Funds. • Responsibility of the Authority

  6. Courage to Challenge Exercising Professional Judgment Customer Service 101: • Perception vs. Reality Thing • Satisfaction = • Reality ÷ Expectations

  7. No Talking to Crazy People Exercising Professional Judgment Counseling 101: • Hurt People (pause) Hurt People • When in Doubt, Ask for Documentation. • (Paper is an unemotional advocate)

  8. Unwilling vs. Unable Exercising Professional Judgment Keep in Mind:(there are differences between) • Actionable vs. In-actionable • Institutional Policy vs. • Professional Judgment • Role of Choosing

  9. What Meets the Measure of an Exception? Exercising Professional Judgment And Now…. To the Nuts & Bolts: • Is There Documented Support from the Appropriate Parties? • What Does Professional Judgment Look Like?

  10. Exercising Professional Judgment More…. Nuts & Bolts: • HIGHER EDUCATION ACT of 1965, As Amended • Section 479A. DISCRETION OF STUDENT FINANCIAL AID ADMINISTRATORS. • In General.-Nothing in [Part F, "Need Analysis"] shall be interpreted as limiting the authority of the financial aid administrator, on the basis of adequate documentation, to make necessary adjustments on a case-by-case basis to: • the cost of attendance • the values of the data items required to calculate the • expected student or parent contribution (or both) • to allow for treatment of an individual eligible applicant with special circumstances.

  11. Exercising Professional Judgment Nuts & Bolts… con’t HIGHER EDUCATION ACT of 1965, As Amended Section 479A. DISCRETION OF STUDENT FINANCIAL AID ADMINISTRATORS. • However, this authority shall not be construed to permit aid administrators to deviate from the contributions expected in the absence of special circumstances.

  12. Exercising Professional Judgment More…. Nuts & Bolts: • How Is it Exercised? • Mitigating Circumstances (Dependency Issues) • Cost of Attendance • Income / Assets (Change of Circumstance • How Is it Exercised? • Repeatable / Reliable / Unrelenting

  13. So, How Good Does Your Professional Judgment Have to Be? Exercising Professional Judgment More….Nuts & Bolts: • Is There a Prescribed, Document-Driven Process? • Are Peers Involved?

  14. Policy Formation (or Invoking Policy) is NOT P.J. Exercising Professional Judgment So, What Are The Highlights? • P.J. Can Only Occur With The Collection of Supplemental Information • It Is Critical You Know Your Institutional Policies & Process

  15. Your Decisions Must Be… Exercising Professional Judgment So, What Are The Highlights? • The Tale of the Nun & The Violin…

  16. Exercising Professional Judgment Toolbox 101:The Big three (3) “gots” to know • Your Institutional Polices, Processes & Procedures • The Federal Law: HEA’65 • CCRAA • HEOA’08 • Where to Seek Guidance

  17. Exercising Professional Judgment Toolbox 101:Final Toolbox Thoughts • The financial aid administrator is expected to provide leadership in: • the development of institutional policies & guidelines for exercising professional judgment • ensuring the consistent application of those policies.   When questions arise involving professional judgment, the financial aid administrator may find it helpful to consult colleagues at similar institutions.

  18. Exercising Professional Judgment Toolbox 101:Final Toolbox Thoughts • The financial aid administrator is expected to provide leadership in: A continuing dialogue among financial aid administrators will prove beneficial in refining professional judgment

  19. Exercising Professional Judgment Toolbox 101:Final toolbox Thoughts The objective is to serve students more equitably & compassionately. • Professional Judgment in Eligibility Determination And Resource Analysis • November 13, 1993, Monograph Number 10 • Updated June 1997

  20. Exercising Professional Judgment Toolbox 101:Final Toolbox Thoughts The aid administrator should be able to distinguish between changes in a family’s circumstances that are a function of choice, and those that are a function of necessity. Using this distinction will help the aid administrator make better decisions…. [Professional Judgment] is not intended to be a rationing device and therefore should not be tailored to available financial aid funding.

  21. Exercising Professional Judgment Monograph A N A S F A A S e r i e s Constructing Student Expense Budgets April 1993, Monograph Number 9 Updated June 1997 Professional Judgment in Eligibility Determination And Resource Analysis November 1993, Monograph Number 10 Updated June 1997

  22. Exercising Professional Judgment Monograph A N A S F A A S e r i e s Professional Judgment in Eligibility Determination And Resource Analysis October 2007, Monograph Number 21 http://www.nasfaa.org/PDFs/2007/Monograph21.pdf

  23. http://www.nasfaa.org/products/monographs/Monographs.aspx Professional Judgment in Eligibility Determination And Need Analysis August 2012, Monograph Number 26 http://www.nasfaa.org/EntrancePDF.aspx?id=11073 Also: Dear Colleague Letter DCL ID: Gen-09-05 May 8, 2009 http://www.ifap.ed.gov/dpcletters/GEN0905.html

  24. Exercising Professional Judgment One Last Thing As You Go……

  25. Exercising Professional Judgment Questions, Comments, Concerns?

  26. Exercising Professional Judgment Thanks… P.M. Simenson Senior Manager for Administrative & Constituent Services Penn State University (pms2@psu.edu)

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