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Policy & Procedures Manual: What’s in Yours?

Policy & Procedures Manual: What’s in Yours?. Presented by: Brandon Dillard. Today’s Focus. Getting Started. Assist in documenting policies and procedures Designed to help schools meet minimum requirements Create a comprehensive manual. Getting Started.

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Policy & Procedures Manual: What’s in Yours?

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  1. Policy & Procedures Manual:What’s in Yours? Presented by: Brandon Dillard

  2. Today’s Focus Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  3. Getting Started • Assist in documenting policies and procedures • Designed to help schools meet minimum requirements • Create a comprehensive manual Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  4. Getting Started • Are Policies and Procedures required? • Regulations do not specifically require a policy and procedures manual • Facilitates good managerial habits in administering Title IV programs Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  5. Getting Started • Use an existing manual if one exists • Visit the Policies & Procedures Chartwww.ifap.ed.gov/qadocs/policiesandprocedures/designprocessforpandp.doc • Establish teams • Calendar for delivery and deadlines • Schedule a review • Train staff on existing and new procedures Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  6. Getting Started Start with: Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  7. Getting Started • Administrative capability includes: • Fiscal reports/financial statements • http://ifap.ed.gov/qahome/qaassessments/makingofapandpmanual.html • Financial aid counseling • Entrance and Exit Counseling • Consumer Information Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  8. Getting Started • Institutional Eligibility • Eligibility and Certification Approval Report (ECAR) • Electronic certification process • Location of records (E-App, PPA) • Admissions policy • Report changes to the Secretary • NSLDS Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  9. General Provisions • Certification • Consumer information • FERPA • www.ifap.ed.gov/qahome/qaassessments/consumerinformation.html • www.ifap.ed.gov/qadocs/ConsumerModule/ConsumerInfoAct6.doc Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  10. General Provisions • Title IV refunds • Verification • Professional judgment • Misrepresentation Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  11. General Provisions • Documentation • Immigration status • Secondary confirmation • Ability to Benefit (ATB ) • This ends June 30, 2012 Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  12. Federal Title IV Programs • Pell Grant • FSEOG • TEACH Grant • Federal Work-Study • Job Location and Development • Federal Perkins Loans • FDL program Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  13. Federal Title IV ProgramsGrants • Federal Pell Grants • Calculating awards • Required and optional recalculations • Federal Supplemental Educational Opportunity Grants (FSEOG) • Selection/Awarding • Matching funds Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  14. Federal Title IV ProgramsGrants • TEACH Grant • Program and student eligibility • Application and Agreement to Serve (ATS) • Transfer students • Counseling Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  15. Federal Title IV ProgramsWork • Federal Work-Study and Job Location Development • Selection/Awarding • Job assignment and descriptions • Procedures Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  16. Federal Title IV ProgramsLoans • Federal Perkins Loans • Selection/Awarding • Perkins MPN/Disclosure • Disclosure • Disbursement • Counseling Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  17. Federal Title IV ProgramsLoans • Federal Direct Loans • Packaging policy • Origination/disbursement • Counseling Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  18. Administrative Requirements www.ifap.ed.gov/qadocs/policiesandprocedures/pandpchart.doc Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  19. Let’s Recap Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  20. Resources & References • www.ifap.ed.gov/qadocs/policiesandprocedures/designprocessforpandp.doc • www.ifap.ed.gov/qahome/qaassessments/fiscalmanagement.html • www.ifap.ed.gov/qahome/qaassessments/consumerinformation.html Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  21. Resources & References • 34 CFR §668.14(b)(4) • 34 CFR §668.53 • 34 CFR §685.309 Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  22. Questions Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

  23. Contact Information Brandon Dillard Strategic Business Director 615.504.4960 brandond@inceptia.org Inceptia.org @Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

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