Fundamentals of Federal Student Aid Administration

Dates and Locations

Please remember that you must successfully complete the online course, Introduction to Federal Student Aid, before you can register for the Fundamentals of Federal Student Aid workshop. It will take most people at least 20 hours to complete the online course. The Fundamentals of Federal Student Aid workshops will fill up quickly, so please plan accordingly.

Start the Introduction to Federal Student Aid Administration online training.

 

Dates	Locations
Oct 29–Nov 2, 2012	Dallas
Dec 10–14, 2012	Philadelphia
Dec 10–14, 2012	Atlanta
Jan 28–Feb 1, 2013	DC
Feb 25–Mar 1, 2013	San Francisco
Mar 4–8, 2013	Chicago
Mar 18–22, 2013	Atlanta
April 8–12, 2013	DC
April 22–26, 2013	New York
May 6–10, 2013	Dallas
May 20–24, 2013	Kansas City
June 3–7, 2013	Chicago
July 22–26, 2013	Boston
July 29–Aug 2, 2013	Seattle
Aug 12–16, 2013	Denver
Aug 19–23, 2013	New York
Sept 9–13, 2013	Denver
Sept 16–20, 2013	San Francisco

 

Questions and Answers

Q1: Who must complete the Fundamentals of Federal Student Aid two-part training series?

A1: Beginning with workshops occurring after October 1, 2012, the owner/CEO (or a high-level school official designee) and a financial aid administrator at each school seeking to fulfill the requirements to be certified to participate in the Title IV, Federal Student Aid programs must complete the two-part series. Successful completion of Introduction to Federal Student Aid (online) allows participants to register for the 4.5-day in-person workshop titled Fundamentals of Federal Student Aid. Both the owner/CEO (or designee) and the financial aid administrator must complete both courses. In some cases officials from a school undergoing a change of ownership must also attend. Questions about these requirements should be directed to the school's regional School Participation Team.

Q2: Who may attend the training series?

A2: Individuals who are not required to complete the Fundamentals of Federal Student Aid Administration training series as outlined in Q1 but wish to attend basic training on the Federal Student Aid programs may also complete both courses of the two-part training series. Again, successful completion of the online portion Introduction to Federal Student Aid is required before being able to register for the 4.5-day workshop.

Q3: What will be covered in the training series?

A3: A list of topics for the Fundamentals of Federal Student Aid Administration training follows these Q & A's.

Q4: What does a trainee need to bring to the training workshop?

A4: Each trainee must bring pens/pencils, highlighters, and a calculator to the training workshop. We will provide each trainee with paper copies of the participant's guide in a large three-ring binder. Trainees will need to have a bag or luggage in which to carry this material when they leave.

Q5: How do you register for the training workshop?

A5: Complete the online portion of the two-part training series: Introduction to Federal Student Aid. At the end of this online course, you will be asked to complete a Knowledge Assessment. If you answer 80% or more of the review questions correctly, you will be provided a link to register for Fundamentals of Federal Student Aid Administration.

Individuals who are required to attend Fundamentals of Federal Student Aid Administration training (as described in Q1 above) may contact their regional school participation team for further information about participation requirements. For the list of regional school participation team phone numbers, go to http://www.eligcert.ed.gov/.

Note: Directions to each training workshop are available through our registration system. To see the directions for each location, click on the hyperlinked location name on the registration page above. You can also go to the index page for the regional training facilities.

Agenda

Introduction and High Level Overview The Process in General History and overview of the Title IV programs Law and Regulations Apply to Participate and Understand Your School's Responsibilities Be an eligible institution Apply to participate Administer programs in accordance with law and regulations Get Ready to Administer the Programs Develop policies and procedures Prepare for fiscal obligations Get ready to participate electronically Process Student Applications Understand student eligibility Complete the FAFSA Calculate the EFC Use information from output documents (ISIR/SAR) Verify information submitted on the FAFSA Package aid for the student Calculate Pell Grants Award Federal Direct Loans Award Campus-based aid and TEACH Grants Eliminate overawards Make adjustments and recalculations Exercise professional judgment

Disburse Aid to Students Notify students and get authorizations Prepare to make disbursements Calculate Title IV credit balances Correct/collect overpayments Student Exits Provide exit counseling Complete NSLDS Enrollment Reporting Calculate and return Title IV funds when student withdraws CEO Session Administrative capability & financial responsibility Program integrity Consumer information Default aversion

Last updated September 10, 2012