Michael Cagle, Holly Langer-Evans, and Anne Tuccillo | Dec. 2013

U.S. Department of Education

2013 FSA Training Conference for Financial Aid Professionals

Schools in the Quality Assurance Program

Session 16

Agenda

2

2012-2013 Institutional Profiles

Pell Over-payments detected by School

4

Pell Under-payments detected by School

5

Pell IP detected by Sample

6

School Verif 2012-13

7

Effect Verif in 2010-11 Sample

8

Random Sample Analysis Discussion

Conference Assignment

• School criteria you would keep?• School criteria you would tweak?• School criteria you would delete?

10

QA Program Requirements

2013-2014 Verification Requirements

12

Requirement Month

Select and verify 2013-14 records that meet institutional criteria. Select and verify 350 random sample records

January – July , 2013

Submit survey April 2013

Prepare flat file of verified random sample records

May – December 2013

Upload flat file, set verification flag May – December 2013

Analyze 2013-2014 random sample data October – December 2013

Revise and prepare for implementation of 2014-15 verification criteria

November – December 2013

2013-2014 FSA Assessments

13

Date Requirement

January - June, 2013 Continue completion of 2012-2013 assessments or activities. Keep copies of all Action Plans in QA file.

March – June, 2013 Establish Teams to begin completion of the assessments or activities for the 2013-2014 award year

April, 2013 Report on the QA Annual Survey which assessments or activities you will complete for 2013-2014

July, 2013– June, 2014 Complete Assessments for 2013-2014, and any Action Plans

2014-2015 Verification Requirements

14

Requirement MonthSelect and verify 2014-15 records that meet institutional criteria.

January – July 2014

Continued flexibility with acceptable documentation requirement

January – July 2014

Prepare flat file of sample of verified institutional records with appropriate verification criteria codes

May – December 2014

Upload flat file May – December 2014

Analyze sample of 2014-2015 records as determined by FSA October – December 2014

October – December 2014

2014-2015 FSA Assessments

15

2014-2015 Requirement

July, 2014– June, 2015 Complete Assessments for 2014-2015, and any Action Plans

March – June, 2014 Establish Teams to begin completion of the assessments or activities for the 2014-2015 award year

April, 2014 Report on the QA Annual Survey which assessments or activities you will complete for 2014-2015

July, 2014– June, 2015 Complete Assessments for 2014-2015, and any Action Plans

Celebrate the QA Program’s Accomplishments

Evolution of an Idea

Celebrate Success

UpdateQA Program

Future Possibilities

• Start over to set goals. • For example, schools apply to partner with the

Department to:

• Establish alternative verification groups • Establish alternative documentation items• Test and analyze results

• The Department uses results in Risk Models

Future Possibilities

• Other Suggestions?

• Review 487A(a) – Language is limiting• Is Reauthorization an opportunity to improve it?• Use Reauthorization to redefine the authority?

• Stay Tuned

QA Regional Representatives

Regions 1, 2, and 5 – Holly Langer-Evans – (617) 289-0136

Holly.Langer-Evans@ed.gov

Regions 3, 4, 6 & 7 – Anne Tuccillo – (202) 377- 4378

Anne.Tuccillo@ed.gov

Regions 8, 9, and 10 – Michael Cagle – (206) 615-2586

Michael.Cagle@ed.gov

22

QA Program Resources• QA Program Website - http://ifap.ed.gov/qualityassurance

• QA Program Listserv - Send email to Warren.Farr@ed.gov to subscribe to the QA Program listserv

• QA Program Mailbox – quality.assurance@ed.gov

• QA Program Training & Guidance - http://ifap.ed.gov/qahome/training.html

• Information for Financial Aid Professionals - http://ifap.ed.gov

23

QUESTIONS?

24