Dont Stop til You Get Enough Professional Judgment - PowerPoint PPT Presentation

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Dont Stop til You Get Enough Professional Judgment

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Heather Boutell, Bellarmine University, Louisville, KY. SASFAA President-Elect ... does it. Questions? Heather Boutell hboutell_at_bellarmine.edu, 502-452-8404 ... – PowerPoint PPT presentation

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Title: Dont Stop til You Get Enough Professional Judgment


1
Dont Stop til You Get Enough -- Professional
Judgment
  • Heather Boutell, Bellarmine University,
    Louisville, KY
  • SASFAA President-Elect

2
Dont Stop til You Get Enough -- Professional
Judgment
  • Heather Boutell, Bellarmine University,
    Louisville, KY
  • SASFAA President-Elect

3
What is Professional Judgment?
  • Dictated in HEA Sec. 479(a)
  • The authority of a financial aid administrator to
    make on a case-by-case basis, adjustments to the
    cost of attendance, or the values of the data
    required to calculate the EFC (student and/or
    parent) to allow for treatment of special
    circumstances

4
Dont Do.
  • Financial aid administrators may not deviate from
    the contributions expected in the absence of
    special circumstances
  • Circumstances must be reviewed on an individual
    student basis and must not be reviewed based on a
    class of students
  • Financial aid administrators must not charge a
    fee for collecting, processing or delivering such
    information
  • Cannot modify the EFC formula or the tables

5
Dont Do
  • Cannot waive student eligibility requirements
  • Cannot circumvent the intent of the law or the
    regulation
  • Cannot add post-enrollment activity to the cost
    of attendance
  • No unreasonable judgments
  • Family vacations, tithing, standard living
    expenses (credit cards)

6
Must Do.
  • Adequate documentation must exist for PJ to
    substantiate the individual student situation
  • Resolve conflicting or inconsistent information
    before processing the PJ
  • Submit PJ changes electronically via FAA Access
    to CPS Online or your third-party servicer

7
Examples in HEA 479(a) 1998 Reauthorization
  • Tuition expenses at an elementary or secondary
    school
  • Other fees at the school?
  • Younger siblings versus the applicant?
  • Documentation of tuition
  • School year versus academic year

8
More examples.
  • Medical or dental expenses not covered by
    insurance
  • Documentation
  • Entire family
  • Flexing Spending/Pre-Tax accounts
  • Elective surgeries

9
More examples.
  • Unusually high child care costs
  • Documentation
  • Definition of unusually high
  • Reason for need of high child care
  • Recent unemployment of a family member
  • How long to wait before processing
  • Use next years income?
  • Document

10
More examples
  • Number of parents enrolled at least half-time in
    a degree, certificate, or other program leading
    to a recognized credential at an institution with
    a PPA
  • Employer paying
  • Document the degree

11
More examples
  • Other changes in a familys income
  • Gambling winnings
  • Loss of child support
  • Loss of Social Security
  • IRA distribution- ROTH in Handbook example

12
More examples.
  • Other changes to a familys assets
  • Decisions by the family
  • Unexpected events
  • Other changes to a students status

13
Stafford Loans
  • Refusal to certify a student loan not on the
    basis of discrimination
  • Decision to certify a loan for a lesser amount
  • Explain to student in writing

14
Changes to the COA
  • PJ to change costs
  • Tuition
  • Fees
  • Books
  • Room/Board
  • Transportation
  • Study Abroad/Coop/Dependent Care/Disability-Relate
    d/Student Loan Fees

15
Dependency Overrides
  • Can be changed from dependent to independent only
  • Case-by-case basis
  • Written statement detailing the determination for
    place in student file
  • Valid only at the school that performs them
  • Do not carry over from year to year

16
NOT Examples of DO
  • None singly, or in combination, qualify as
    meriting dependency override
  • Parents refuse to contribute
  • Parents are unwilling to provide information
  • Parents do not claim the student
  • Student demonstrates self-sufficiency

17
Examples of DO
  • Abusive family environment
  • Abandonment by the parents
  • Documentation from third party is important
  • Override on FAA Access

18
Certifying Additional Stafford Unsub
  • Borrowers whose parents are unable to take out
    PLUS loan due to poor credit
  • Parent is incarcerated, parents whereabouts are
    unknown, parent has filed for bankruptcy and no
    more debt, parent income limited to public
    assistance or disability, parent is not a US
    citizen or permanent resident

19
Adjusting SAP requirements
  • May waive requirements based on mitigating
    circumstances

20
Three new PJ examples
  • CCRAA mentions three new PJ examples-
  • Loss of employment of an independent student
  • Cases where a family member is a dislocated
    worker
  • Cases where a change in the students housing
    status results in homelessness

21
How do you do PJ?
  • Forms used
  • PJ form for Changes in Income
  • Dependency Override Form
  • Request for Change in COA
  • PJ form for Tuition Adjustment
  • Parent Inclusion in College Form

22
Who does PJ?
  • Director?
  • Professional Staff?
  • Committee?
  • Student Input?

23
PJ Procedures
  • Documented what you do
  • Document individually why you do it
  • Document who does it

24
Questions?
  • Heather Boutell hboutell_at_bellarmine.edu,
    502-452-8404
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