Using NASFAA Tools: Compliance Engine

Transcription

1 Using NASFAA Tools: Compliance Engine November 9, 2016

2 by National Association of Student Financial Aid Administrators (NASFAA). All rights reserved. NASFAA has prepared this document for use only by personnel, licensees, and members. The information contained herein is protected by copyright. No part of this document may be reproduced, translated, or transmitted in any form or by any means, electronically or mechanically, without prior written permission from NASFAA. NASFAA SHALL NOT BE LIABLE FOR TECHNICAL OR EDITORIAL ERRORS OR OMISSIONS CONTAINED HEREIN; NOR FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM THE FURNISHING, PERFORMANCE, OR USE OF THIS MATERIAL. This publication contains material related to the federal student aid programs under Title IV of the Higher Education Act and/or Title VII or Title VIII of the Public Health Service Act. While we believe that the information contained herein is accurate and factual, this publication has not been reviewed or approved by the U.S. Department of Education, the Department of Health and Human Services, or the Department of the Interior. The Free Application for Federal Student Aid (FAFSA ) is a registered trademark of the U.S. Department of Education. NASFAA reserves the right to revise this document and/or change product features or specifications without advance notice. November 2016

3 2016 NASFAA Housekeeping: Sound Audio is currently streaming Please adjust the volume on your computer in order to better hear the presentation NASFAA 2 Housekeeping: Assistance For technical assistance, visit Help for FAQs or contact webinars@nasfaa.org 2016 NASFAA NASFAA 1 Webinar 11/9/2016

4 Housekeeping: Handouts For today s handouts, visit Handouts 2016 NASFAA 4 Housekeeping: Chat and Q&A Chat and submit Questions 2016 NASFAA 5 Housekeeping: Presenters and Survey Meet your Presenters and complete your Survey before the end of the broadcast 2016 NASFAA 6 Webinar 11/9/ NASFAA

5 Introduction: Presenter Micah Jordan Instructional Design Specialist, NASFAA 2016 NASFAA 7 Introduction: Q&A Resource Carrie Conrad Director, Project Integration, NASFAA 2016 NASFAA 8 Getting to Know You Visit the Chat and introduce yourself: Your professional role How do you stay motivated in the workplace? 2016 NASFAA NASFAA 3 Webinar 11/9/2016

6 Getting to Know You Did you use the Self-Evaluation Guide and? Love them, used them all the time - NASFAA Rocks! I tried, but it never really caught on. I ve heard of them but never really used them. I m scared of them. What is this webinar about? 2016 NASFAA 10 Getting to Know You How well do you know the Compliance Engine? Love it, use it all the time - NASFAA Rocks! I m interested, but need more. I m scared of it. What is this webinar about? 2016 NASFAA 11 Getting to Know You How do you remain in compliance? I see binders - they re everywhere. I have a huge board and write down everything. I get my fair share of s, calls, drop-ins, etc. Attend meetings and work through everything. A combination of the above. All of the above. None of the above NASFAA 12 Webinar 11/9/ NASFAA

7 Agenda Product Overview Using the Compliance Engine Using the Feedback Received Questions & Answers 2016 NASFAA NASFAA NASFAA NASFAA 5 Webinar 11/9/2016

8 Advantages and Differentiators Compliance Consistency Usability Comprehensiveness Accountability Transferability 2016 NASFAA 16 Solution-Oriented Problems Unsupported Difficulty coordinating work across institution Ensuring compliance documents are updated Timely notification about compliance status Resource reliant Overwhelmed 2016 NASFAA 17 Benefiters Financial Aid Directors Financial Aid Assistant/Associate Director Financial Aid Counselor Other Financial Aid Staff Compliance/Auditing Staff Enrollment Management Staff Vice President/Vice Provost Business Office/Bursar Staff Student Records/Registrar Staff Admissions Staff Technology Staff Other 2016 NASFAA 18 Webinar 11/9/ NASFAA

9 Using the Compliance Engine Getting Started Accessing Checklists Checklists Overview My Checklists Dashboard 2016 NASFAA 19 Getting Started Identify responsible staff for maintaining compliance in your office. Visit Login using your mynasfaa account 2016 NASFAA 20 Getting Started 2016 NASFAA NASFAA 7 Webinar 11/9/2016

10 Accessing Checklists 2016 NASFAA 22 Accessing Checklists 2016 NASFAA 23 Accessing Checklists 2016 NASFAA 24 Webinar 11/9/ NASFAA

11 Accessing Checklists 2016 NASFAA 25 Checklists Overview 2016 NASFAA 26 Checklists Overview 2016 NASFAA NASFAA 9 Webinar 11/9/2016

12 Checklists Overview 2016 NASFAA 28 Checklists Overview 2016 NASFAA 29 Checklists Overview 2016 NASFAA 30 Webinar 11/9/ NASFAA

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19 2016 NASFAA 49 My Checklists Dashboard 2016 NASFAA 50 My Checklists Dashboard 2016 NASFAA NASFAA 17 Webinar 11/9/2016

20 My Checklists Dashboard 2016 NASFAA 52 My Checklists Dashboard 2016 NASFAA 53 My Checklists Dashboard 2016 NASFAA 54 Webinar 11/9/ NASFAA

21 My Checklists Dashboard 2016 NASFAA 55 My Checklists Dashboard 2016 NASFAA 56 My Checklists Dashboard 2016 NASFAA NASFAA 19 Webinar 11/9/2016

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27 2016 NASFAA NASFAA 74 Feedback Received I like the ability to assign sections to staff members and that I can see their progress and have a "chat" via the comments. The drop down definitions, and link to policies and supporting documentation. The online updates, storage, and link to Regs. I like that everything is all in one place and easy to access. Breaking requirements into orderly, manageable chunks NASFAA NASFAA 25 Webinar 11/9/2016

28 Let s Do This! NASFAA 76 Questions & Answers 2016 NASFAA 77 Survey Says! Please complete the survey that will appear on your screen - it will automatically launch after the webcast ends 2016 NASFAA 78 Webinar 11/9/ NASFAA

29 NASFAA s Next Webinar Citizenship Issues: Eligibility and Non-Citizen Concerns November 16, NASFAA 79 NASFAA Product & Services Webinars NASFAA Compliance Tools for Financial Aid Directors January 25, 2017 NASFAA Compliance Tools for Compliance Officers March 8, 2017 Using NASFAA Tools: Standards of Excellence Review Program May 17, 2017 Attend upcoming live sessions or view recordings at NASFAA 80 NASFAA U Course Schedule Overview of the Financial Aid Programs 9/12/16 Student Eligibility 10/3/16 Cash Management 10/18/16 Return of Title IV Funds 1/30/17 Consumer Information 2/27/17 Gainful Employment 3/27/17 Professional Judgment 4/25/17 Overview of the Financial Aid Programs 7/10/ NASFAA NASFAA 27 Webinar 11/9/2016

30 Thank you for joining us! 2016 NASFAA NASFAA NASFAA 84 Webinar 11/9/ NASFAA

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32 The National Association of Student Financial Aid Administrators (NASFAA) provides professional development for financial aid administrators; advocates for public policies that increase student access and success; serves as a forum on student financial aid issues; and is committed to diversity throughout all activities National Association of Student Financial Aid Administrators 1101 CONNECTICUT AVENUE NW, SUITE 1100 WASHINGTON, DC FAX