Consortiums- The Ins and Outs

WASFAA Fall 2013- Elkhart Lake

Presented by: Coral Taylor – Marquette University

Mary Rowe – Alverno CollegeBrooke Sumner – Fox Valley Technical College

What is a consortium agreement? Definitions per the Handbook:

Consortium agreement—a written agreement between two or more eligible schools.

Contractual agreement—a written agreement between an eligible school and an ineligible school.

Home school—the school where the student is enrolled in a degree or certificate program.

Host school—the school where the student is taking part of his or her program requirements through either a consortium or contractual agreement.

Types of Consortium Agreements Case by case for a student or group of

students A separate agreement with a host school A blanket agreement with a school or

group of schools

Eligible Program CriterionIn general, student’s academic program

under consortium agreement is an eligible program for Title IV purposes if:

Home school’s program meets eligible program requirements in 668.8

Host school provides part of student’s program offered by home school

Points to know Home school can decline to accept the

credit if grade is less than its standard Grades do not have to be calculated into

the GPA Credits must be counted in the

quantitative SAP calculation

Study Abroad Programs Program does not have to be a required

part of the home school program for FSA funds.

Credits earned must be accepted toward graduation at home school.

Expense should be reflected in cost of attendance.

If program is approved for credit, home school must disburse FSA

What we will cover today How different schools utilize the

agreement to fit the specific needs of their institution (Study abroad versus domestic)

Processing procedures (checking in and follow up)

Transfer credit involvement Impact on SAP

Marquette University

Undergraduates – Non Marquette Study Abroad Programs

Law Students – Domestic Study Away and Non-Marquette Study Abroad Programs

Agreement (Marquette) Be enrolled in a degree program at Marquette Maintain Satisfactory Academic Progress Take courses at the Host School which are

transferable to his/her Marquette University degree, as certified by his/her Marquette academic advisor

Notify the Marquette University Office of Student Financial Aid if he/she does not begin attendance in the courses listed in Section II of the agreement

Agreement Cont. (Marquette) Immediately inform Marquette University and

Host School of any change in enrollment status, including withdrawing from all courses or substitution of approved courses

Ensure that the Host School provides Marquette University with an academic transcript upon completion of the consortium period.

File a FAFSA and complete the required financial aid process prior to all applicable deadlines.

Pay tuition, fees, and other expenses as charged by Marquette University and/or Host School.

Process (Marquette) Study Abroad Office/College of Business/

Law School Department/Academic Advisor approval Study Abroad Office Office of Student Financial Aid (OSFA) Host School Office of Student Financial Aid (OSFA) Registrar, Bursar and Study Abroad Office

FAO Procedure (Marquette) Update Cost of Attendance Update Financial Aid Award – No MU Gift

Aid Notify Registrar’s Office Notify Study Abroad Office Notify Student

Student Procedure (Marquette) Financial Aid Award updated and available File FAFSA by March 1 priority deadline Need to meet all other deadlines They will be notified to register for

placeholder course Recommend Direct Deposit Aid disburses to Marquette; they need to

pay Host School

Follow Up (Marquette) Transcripts SAP R2T4

Alverno College Processes primarily “exports”, both

undergraduate and graduate students Needed course not available Work conflict Summer class at home

Study Abroad (Alverno) Formal exchange agreements with 18

foreign universities Students register on campus

Course prefix denotes Study Abroad Retain all aid, including institutional Appear to be “on campus”

Non-consortium Study Abroad (Alverno) Requires individual consortium with the

host school Institutional aid is not available for these

programs

Agreement (Alverno) No money is transferred by Alverno to the

host school Payment of tuition/fees to the host school

is according to its timetable Refunds are processed by Business Office

according published policy Future aid in jeopardy w/o proof of

completion Course included in SAP calc

Student’s Procedure (Alverno) Permit for off-campus course approved by

academic advisor Completed consortium agreement from

host school Submit transcript or grade report to the

FAO at semester’s end

FAO Procedure (Alverno) Personal explanation of the process (form

is not available on-line) Enter a pending consortium in the

student’s record Change to “Accepted” when consortium is

received. Mail code is entered Chief concern---making it as obvious as

possible to staff that there is a consortium for the term

Follow Up (Alverno) Study Abroad- transcripts always late so

students are usually put on Warning or worse SAP may need to be re-calculated when

transcript is received. R2T4 possible if coursework not completed All enrollment reporting is handled by the

Registrar

Fox Valley Technical College Fairly even number of “exports” and

“imports” Convenience Classes not available at home school Cost savings from a UW or private

Agreement (FVTC)Student:All courses must be required for the student’s degreeAgreement does not pay visiting school. Student is responsible for paying tuition fees and books at visiting school and must wait for reimbursement check for those financial aid funds.An official transcript is required at the end of each term.All credits will be included in SAP.

Visiting School:Provide courses (copy of schedule) and tuition informationNotify FVTC of any course credit changes or withdrawals

Student Procedure (FVTC) Consortium form is printable off of the

FVTC forms page Student fills out their portion and signs

agreeing to the stipulations of the contract Student submits to visiting school where it

is reviewed and sent back to the FVTC FAO

FAO Procedure (FVTC) Credits are reviewed to determine if they qualify,

and the Transfer Credit Office (TCO) is consulted if needed. Student is notified by phone if credits will not be covered.

Credits are registered by FA Specialist into the “consortium class” which is visible to other staff student under class schedule. The system is set up to read these credits as part of the FA credit load.

An indicator is added to the student account to alert the TCO that student fall under the consortium

Follow Up (FVTC) Exports

Other schools may notify of drops/withdrawals at which time credits are immediately adjusted to prompt R2T4 or CSC

Transcript is received and processed by TCO. Enrollment row is removed, or adjusted if a C- or lower (see handout). The TCO will notify once this has been completed so SAP can be updated.

Student are often placed on Warning/Suspension until grades are received. SAP/R2T4 is processed as required.

Imports A reminder is set for 10 days after the start of the term to

review all imports for drops/withdrawals and home school is notified.

Thank you for joining us!

Questions?

Resources 2013 – 14 FSA Handbook, Volume 2,

Chapter 2

NASFAA Consortium/Contractual Agreement Worksheet