1 / 32

Student Eligibility, SAP, and R2T4

Session 38. Student Eligibility, SAP, and R2T4. Carla Johnson and Andy Hagedorn| Nov-Dec. 2016 U.S. Department of Education 2016 FSA Training Conference for Financial Aid Professionals. AGENDA. Student Eligibility Requirements Satisfactory Academic Progress (SAP)

butlerb
Télécharger la présentation

Student Eligibility, SAP, and R2T4

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Session 38 Student Eligibility, SAP, and R2T4 Carla Johnson and Andy Hagedorn| Nov-Dec. 2016 U.S. Department of Education 2016 FSA Training Conference for Financial Aid Professionals

  2. AGENDA • Student Eligibility Requirements • Satisfactory Academic Progress (SAP) • Qualitative and Quantitative Requirements • Financial Aid Warning, Probation • Appeals • Return of Title IV Funds (R2T4) • Sample R2T4 Calculation

  3. STUDENT ELIGIBILITY Eligibility Requirements For Federal Student Aid: • Be a Citizen or Eligible Non-Citizen of the United States • Have a Valid Social Security Number • Have a High School Diploma or a General Education Development (GED) Certificate • Be Enrolled at Least Half-Time in an Eligible Program as a Regular Student Seeking a Degree or Certificate • No Drug Convictions

  4. STUDENT ELIGIBILITY Eligibility Requirements For Federal Student Aid: • Maintain Satisfactory Academic Progress (SAP) • Not Owe a Refund on a Federal Student Grant or be in Default on a Federal Student Loan • Have a Valid ISIR/SAR on File With Your Institution • Verification Not Required—However, Conflicting Information on ISIR/SAR Must be Resolved Before Paying Aid • Selective Service (Males Only)

  5. SATISFACTORY ACADEMIC PROGRESS • Satisfactory Academic Progress (SAP) is a Student Eligibility Requirement • Institution Must Have a Reasonable SAP Policy • In Addition to Institutional Policy • Qualitative and Quantitative Components • Must be Monitored Annually or at the End of Every Payment Period • Students Must be Notified of SAP Evaluation That Adversely Impacts Aid Eligibility

  6. SAP COMPONENTS • Qualitative Component of SAP: • Usually the Cumulative Grade Point Average (GPA) • Other Comparable Measure Against a Norm • SAP Policy Must State the Minimum Qualitative Benchmark • Quantitative Component of SAP: • Defines Maximum Timeframe for Program Completion • For Undergraduate and Graduate Medical Programs – 150% of Published Length of Program • For Graduate Programs – Defined by Institution and Based on Length of Program • Subsidized Usage Limit Applies (SULA)

  7. SAP COMPONENTS • Quantitative Component Continued: • Describes Pace Students Must Progress Through Program • Calculated by Dividing Cumulative Hours Attempted by Cumulative Hours Completed, Excluding Remedial Courses • Policy Must State How Qualitative and Quantitative Impacted by: • Incompletes, Withdrawals, Repetitions, Transfer Credits • Credits Accepted from Another Institution Towards Students Program Must Count as Attempted and Completed Hours

  8. SAP PROCESS Student Grades Drop Below Minimum Financial Aid “Warning” for 1 Term Financial Aid “Probation” 1 Term or Academic Plan Appeal

  9. SAP WARNING Financial Aid Warning: • Optional • Must Describe This Status in Your Policy • Must Use Term “Financial Aid Warning” • Warning Allowed Only if SAP Measured Each Payment Period • Aid Can be Disbursed for One Payment Period • Student Does Not Need to Appeal

  10. SAP PROBATION Financial Aid Probation: • Optional • Policy Must State Conditions Under Which a Student May Appeal • Student’s Appeal Must State: • Why He/She Failed to Make SAP • What Has Changed to Allow Student to Meet SAP in the Future • Institution Must Determine if Student Will be Able to Make SAP by End of Next Payment Period or; • Will be Placed on Academic Plan That Ensures Student Meets SAP at Certain Point in Time

  11. SAP APPEALS • Academic Plan May Be Simple or Detailed • Student Must Successfully Appeal • First Term Under Plan is Considered Probation • Plan May be for Multiple Terms • If No Appeal Process, Policy Must State How Student May Re-Establish Title IV Eligibility • Cannot Have Two Consecutive Terms of Warning or Probation

  12. IMPLEMENTATION QUESTIONS • Will You Have Fixed or Graduated Standards? • Will You Have Different Standards for Different Categories of Students? • How Will You Treat Course Incompletes, Withdrawals, and Repetitions? • How Will You Treat Transfer Credits?

  13. IMPLEMENTATION QUESTIONS • How Will You Treat Remedial Courses? • Will Your Policy Permit Appeals, and if so, How Many? • Who Will Review Appeals? • If You Have Academic Plans, Who Will Develop, Approve, and Monitor Compliance With Academic Plans?

  14. RESOURCES/REFERENCES • FSA Assessments, Student Eligibility section: • http://ifap.ed.gov/qahome/qaassessments/studentelig.html • 668.16, 668.34 (SAP) • 2016-17 FSA Handbook Vol. 1, Chapter 1 • Electronic Announcement - September 2, 2011 • Policy Q & A Webpage on program integrity regulations • http://www2.ed.gov/policy/highered/reg/hearulemaking/2009/integrity-qa.html

  15. R2T4 Return of Title IV Funds (R2T4/Return) • The Calculation Required When a Recipient of Title IV Aid Withdraws From an Institution During a Payment Period/Period of Enrollment in Which the Recipient Began Attendance R2T4 Does Not Apply If: • Student Reduced His or Her Course Load • Student Failed to Begin Attendance

  16. GENERAL PRINCIPLES OF R2T4 • The Calculation Compares the Amount of Title IV Aid the Recipient Earned to the Amount Disbursed and Determines Whether Funds Must Be Returned, or the Student is Eligible for a Post-Withdrawal Disbursement • Student is Entitled to the Amount of Title IV Funds Student Earned as of His/Her Withdrawal Date

  17. ELEMENTS OF AN R2T4 CALCULATION • Withdrawal Date • Date of Determination • Aid Disbursed • Aid That Could Have Been Disbursed • Payment Period/Period of Enrollment • Post-Withdrawal Disbursement • Unearned Aid • Institutional Charges

  18. BROAD OVERVIEW OF R2T4 PROCESS

  19. SAMPLE CALCULATION School Profile Higher Education University (HEU) is a Two Year, Public, Semester-Based Institution that Measures Academic Progress in Credit-Hours. • Award Year: 2 Semesters, 24 Semester Hours, 32 Weeks • Period: 16 Weeks, 110 Calendar Days • Period Start Date: February 8 • Period End Date: May 27 • Withdrawal Date: March 13 • Scheduled Break: None • Required to Take Attendance: Yes

  20. R2T4 WORKSHEET Form 1 Form 2

  21. R2T4 WORKSHEET – STEP 1

  22. R2T4 WORKSHEET – STEP 2

  23. R2T4 WORKSHEET – STEP 3 & 4

  24. R2T4 WORKSHEET – STEP 4 & 5

  25. R2T4 WORKSHEET – STEP 6

  26. R2T4 WORKSHEET – STEP 7 & 8

  27. PWD TRACKING SHEET

  28. R2T4 BASIC INFORMATION • Withdrawal Prior to Census Date • Retroactive Withdrawal • Student Completes More Than 60% of PP or POE • Institutional or Other Refund Policies • Determining Withdrawal Date • Consumer Disclosures

  29. RESOURCES/REFERENCES • FSA Handbook, Vol. 5, Chapter 2 • 34 CFR 668.22 • Dear Colleague Letters - GEN-04-03; GEN-11-14; GEN-00-24; GEN-04-12; GEN-05-16 • FSA Assessments https://ifap.ed.gov/qahome/qaassessments/returntivfunds.html • R2T4 on the Web calculator Available at https://fafsa.ed.gov/privacyR2T4.htm • R2T4 Website Through FAA Access to CPS Online • 10/29/10 Federal Register – Final Regulation • IFAP – Program Integrity Q’s & A’s – Return of Title IV Funds

  30. CONTACTS • Email: FSA.Foreign.Schools.Team@ed.gov • Phone: 202-377-3168 • Fax: 202-377-3486 • Mail: U.S. Department of Education Multi-Regional and Foreign School Participation Division Union Center Plaza, 7th Floor 830 First Street, NE Washington DC, 20202 (20002-5340 if Overnight/Courier)

  31. SCHOOL ELIGIBILITY SERVICE GROUP (SESG)Ron Bennett - Director, School Eligibility Service Group, Washington, DC (202) 377-3181School Eligibility Service Group General Number: (202) 377-3173 or email: CaseTeams@ed.gov Or call the appropriate School Participation Division manager below for information and guidance on audit resolution, financial analysis, program reviews, school and program eligibility/recertification, and school closure information. New York/Boston School Participation Division Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont, New Jersey, New York, Puerto Rico, Virgin Islands Betty Coughlin, Director (646) 428-3737 Tracy Nave – Boston (617) 289-0145Jeremy Early– Washington, DC (202) 377-3620Chris Curry – New York (646) 428-3738 Philadelphia School Participation Division District of Columbia, Delaware, Maryland, Pennsylvania, Virginia, West Virginia Nancy Gifford, Director (215) 656-6436 John Loreng – Philadelphia (215) 656-6437 Sherrie Bell– Washington, DC (202) 377-3349 Multi-Regional and Foreign Schools Participation Division Michael Frola, Director (202) 377-3364 Barbara Hemelt − Washington, DC (202) 377-4201 Joseph Smith − Washington, DC (202) 377-4321 Mark Busskohl – Washington, DC (202) 377-4572 Michelle Allred – Dallas (214) 661-9466 Atlanta School Participation Division Alabama, Florida, Georgia, Mississippi, North Carolina, South CarolinaChristopher Miller, Director (404) 974-9297 David Smittick – Atlanta (404) 974-9301 Vanessa Dillard – Atlanta (404) 974-9418 Dallas School Participation Division Arkansas, Louisiana, New Mexico, Oklahoma, Texas Cynthia Thornton, Director (214) 661-9457 Jesus Moya – Dallas (214) 661-9472 Kim Peeler – Dallas (214) 661-9471 Kansas City School Participation Division Iowa, Kansas, Kentucky, Missouri, Nebraska, TennesseeRalph LoBosco, Director (816) 268-0440Dvak Corwin – Kansas City (816) 268-0420 Angela Beam – Kansas City 816) 268-0534 Jan Brandow – Kansas City (816) 268-0409 Chicago/DenverSchool Participation Division Illinois, Minnesota, Ohio, Wisconsin, Indiana, Colorado, Michigan, Montana, North Dakota, South Dakota, Utah, WyomingDouglas Parrott, Director (312) 730-1532 Earl Flurkey – Chicago (312) 730-1521 Brenda Yette – Chicago (312) 730-1522 Sarah Adams − Chicago (312) 730-1514 San Francisco/Seattle School Participation Division American Samoa, Arizona, California, Guam, Hawaii, Nevada, Palau, Marshall Islands, North Marianas, State of Micronesia, Alaska, Idaho, Oregon, WashingtonMartina Fernandez-Rosario, Director (415) 486-5605 Gayle Palumbo − San Francisco (415) 486-5614 or Seattle (206) 615-3699 Dyon Toney − Washington, DC (202) 377-3639 Erik Fosker – San Francisco (415) 486-5606

  32. QUESTIONS?

More Related