Professional Documents
Culture Documents
AGENCY/PROGRAM DATE(S) COMMENTS US DEPARTMENT OF EDUCATION REGULATORY GUIDANCE AND TRAINING FSA Assessments Web-page Q&A on Program Integrity Regulations Web-site Gainful Employment Information and FAQ (includes GE Operations Manual) Info and docs Learner web-site (downloadable material: ADR, R2T4, NSLDS, EFC, regulations, DLP) Web-based material Federal Student Aid E-Training Bulletin Board [Intro to Student Aid, Basic Title IV Training (FSA Coach), ED Express Ref 1.0, Live and Recorded Webinars, Training By Topics, Systems and Software Training] Materials and Recordings/Webinars/Regulatory Updates (Archived) Audio & documents Federal Student Aid Media Files (recent conference and webinar presentations) Multi-Media FSA Conferences (Note: Attendance is not necessary and session documents should be available in mid-November) Privacy Technical Assistance Center (PTAC) Webinars & Presentations Archived material College Affordability and Transparency Center (college cost watch lists) Web-site US DEPARTMENT OF EDUCATION REFERENCE MANUALS Information For Financial Aid Professionals: Federal Student Aid Statutory, Regulatory & Guidance Publications Web-site; links to & Announcements; Brochure: IFAP: Information You Can Use publications Quick Reference Guide for Direct Loan Schools (April 2010) Flyer Direct Loan School Guide (2008 still current) Publication Program Review Guide (2009 still current) Publication Audits of Federal Stdt Finl Assistance Programs at Participating Institutions and Institution Servicers (2000) Publication US DEPARTMENT OF EDUCATION STUDENT CONSUMER PUBLICATIONS & WEB-SITES Federal Student Aid Resources Page (Publications, Brochures, Fact Sheets, Video) Web-Page & Docs For Members of the US Armed Forces: What You Need To Know About Your Federal Student Loan Benefits Brochure My TEACH Grant (TEACH Grant ATS & Initial Counseling web-site; includes links to ent & exit counseling guides) Web-site National Student Loan Data System (also for TEACH Grant exit counseling completion) Web-site Your Federal Student Loans: Learn the Basics and Manage Your Debt (2010) Publication Entrance Counseling Guide for Students (December 2010) Exit Counseling Guide for Students (December 2010) Publication Direct Loan Basics & Entrance Counseling Guide for Grad/Prof Student Direct PLUS Loan Borrowers Publication My ED Account (web-site for students to manage TIV loans in repayment) Web-site ACCESS GROUP Information for Financial Aid Administrators (list of publications for order; grad/prof/law oriented) Publications ALABAMA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS Conference Presentations Archived conf docs ALASKA COMMISSION ON HIGHER EDUCATION Understanding Your Credit (financial literacy) Document AMERICAN BAR ASSOCIATION, BUSINESS LAW SECTION SafeBorrowing.com (Mortgage, student loan, purchasing a car & credit cards) (financial literacy) Web-site AMERICAN ASSOCIATION OF COLLEGE REGISTRARS AND ADMISSIONS OFFICERS (AACRAO) Summary of Final Rule on Department of Defense Tuition Assistance (TA) Program MOU News article Webinars (Admissions, Registrar, and Enrollment Management (Most are Fee-Based) Archived webinars Higher Education Act Voter Registration Mandate and Beyond Archived webinar Webinar slides Student Voting & the HEA: How Colleges Can Ensure Compliance & Increase Student Voting Access Free webinar New Guidelines for FERPA (April 2011 NPRM) Free webinar FERPA and Financial Aid Records ($49 members/$69 non-members) Fee-based webinar AMERICAN ASSOCIATION OF MEDICAL COLLEGES (AAMC) FIRST (Financial Information, Resources, Services & Tools) for Medical Education (Financial Literacy) Resources & Pubs. AMERICAN COUNCIL ON EDUCATION Fisher v University of Texas at Austin: The Supreme Courts Decision and What It Means for Your Campus Archived webinar Memo on Exec Order-Principles of Excellence for Military Assistance & VA Benefits Progs. May 2012 Memorandum Todays GI Bill Web-site Veteran Friendly Toolkit Web-site KnowHow2Go (Post-secondary awareness; partnered with the Lumina Foundation) Web-site AMERICAN FEDERATION OF TEACHERS Loan Forgiveness Document & db
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 1 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 2 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.
Nov 5 Nov 6, 18 Nov 12 Nov 13, Dec 17 Nov 14 Nov 19, Dec 18 Nov 20 Dec 10 On-demand
Webcasts Web-site and links Archived info Archived info Archived info Web-site Archived conf docs Archived conf docs Document Videos Archived conf docs Web-site Archived conf docm Publication Publication Publication Web-site Archived webinar Archived conf docs Archived conf docm Web-site
April 2013
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 3 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 4 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 5 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.
January 2013
Archived conf docs Web-site Archived conf docs Archived conf docs Web-site Archived conf docs Archived conf docs Archived conf docs
THE GEORGE WASHINGTON UNIVERSITY Code of Conduct for Student Loans (HEA statutory requirement) GW Compliance and Privacy Office (includes link to the GW Statement of Ethical Principles) Human Resources Organizational Development & Effectiveness Office of Student Financial Assistance Financial Literacy Resources Flyers (Revised/Updated 2013) School of Business Financial Literacy Seminar Series (Fall 2011, Spring 2012, Fall 2012) School of Business - Reflections on the Federal Reserve and Its Place In Todays Economy (Lectures by Fed Chairman Ben Bernanke, with follow-ups by School of Business faculty)
Document Web-site Links & SkillPort Publication Archived resources Archived video
ETHICS AND PROFESSIONAL PRACTICE PROFESSIONAL ASSOCIATIONS AACRAO Statement of Ethics and Professional Practice ACPA Statement of Ethical Principles and Standards ACPA and NASPA Professional Competencies for Student Affairs Practitioners ACPA Professional Competency Areas for Student Affairs Practitioners Rubrics for Professional Development NACAC Statement of Principles of Good Practice NASFAA Statement of Ethical Principles and Code of Conduct for Institutional Financial Aid Professionals NACUBO Code of Ethics NASPA Standards of Professional Practice
Web document Document Document Document Document Document Document Web-site and docs
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 6 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.
NEW & NOTABLE RESEARCH & GOVERNMENT REPORTS ADVISORY COMMITTEE ON STUDENT FINANCIAL ASSISTANCE Pathways to Success: Integrating Life with Work To Increase National College Completion (February 2012) Higher Education Regulations Study (2011) The Bottom Line: Ensuring That Students and Parents Understand the Net Price of College (June 2011) AMERICAN COUNCIL ON EDUCATION (ACE) Donald Heller. Does Federal Financial Aid Drives Up College Prices? (May 2013) Putting College Costs Into Context (April 2012) Robert B. Archibald and David H. Feldman. The Anatomy of College Tuition. (April 2012) Diversity Matters in Higher Education Issue Briefs (various) AMERICAN ENTERPRISE INSTITUTE (AEI) The Trillion-Dollar Question: Reinventing Student Financial Aid for the 21st Century. (Conference, June 24, 2013; Includes video & papers) AMERICAN INSTITUTES OF RESEARCH (AIR) AND MATRIX KNOWLEDGE GROUP Mark Schneider. High Education Pays; But A lot More for Some Graduates Than Others (September 2013). AMERICAN FEDERATION OF TEACHERS On the Backs of Students and Families: Disinvestment in Higher Education and the Student Loan Debt Crisis (June 2013) AMERICAS PROMISE ALLIANCE Identifying Gaps and Opportunities in Financial Aid Services: Insights from A Survey of Americas Promise Alliance Partners (August 2013) Improving the Financial Aid System to Increase College Competition (August 2013). ACE, AASCU, NASPA, & NAVPA From Soldier to Student II: Assessing Campus Programs for Veterans and Service Members (July 2012) THE BROWN CENTER ON EDUCATION POLICY AT THE BROOKINGS INSTITUTION Brookings Institution State Grant Study Group. Beyond Need and Merit: Strengthening State Grant Programs (May 2012) CENTER FOR LAW AND SOCIAL POLICY Reforming Student Aid: How to Simplify Tax Aid and Use Performance Metrics to Improve College Choices and Completion (February 2013) CENTER FOR AMERICAN PROGRESS Joe Valenti and David Bergeron. How Qualified Student Loans Could Protect Borrowers and Taxpayers (August 20, 2013). COALITION OF HIGHER EDUCATION ASSISTANCE ORGANIZATIONS (COHEAO) COHEAO Financial Literacy Awareness White Paper. Financial Literacy On Campus: Raising Awareness, Creating and Developing Programs, and Improving Effectiveness (November 2012) THE COLLEGE BOARD Rethinking Pell Grants Study Group. Rethinking Pell Grants. (April 2013) Sandy Baum, Jennifer Ma. Trends in Student Aid and Trends in College Pricing 2012. (October 2012) Baum, Ma. Tuition Discounting: Institutional Aid Patterns at Public & Private Colls & Universities, 2000-01 to 2008-09. Sandy Baum, Kathleen Little, Ma, & Anne Sturtevant. Simplifying Student Aid: What It Would Mean for States (April 2012). Baum, Ma, Kathleen Payea. Trends in Public Higher Education: Enrollment, Prices, Student Aid, Revenues & Expenditures (May 2012). COMMITTEE FOR ECONOMIC DEVELOPMENT William R. Doyle. A New Partnership: Reshaping the Federal and State Commitment to Need-Based Aid (January 2013). CONGRESSIONAL BUDGET OFFICE Options to Change Interest Rates and Other Terms on Student Loans (June 2013) https://www.cbo.gov/sites/default/files/cbofiles/attachments/44318-StudentLoans.pdf CONGRESSIONAL RESEARCH SERVICE Cassandra Dortch. Education Assistance Programs Administered By the US Department of Veterans Affairs. (March 15, 2011). David P. Smole. Reporting and Disclosure Requirements for Institutions of Higher Education to Participate in the Federal Student Aid Programs Under Title IV of the Higher Education Act. (R40789) (August 31, 2009). CONSUMER FINANCIAL PROTECTION BUREAU Financial Literacy Annual Report (July 2013) Student Loan Affordability: Analysis of Public Input on Impact and Solutions (May 2013). Hollister Petraeus & Rohit Chopra. The Next Front? Student Loan Servicing and the Cost to Our Men and Women in Uniform (Oct 2011). Annual Report of the CFPB Student Loan Ombudsman. (October 16, 2012). Private Student Loans: Report to the Senate Committee on Banking, Housing, and Urban Affairs, the Senate Committee on Health, Education, Labor, and Pensions, the House of Representatives Committee on Financial Services, and the House of Representatives Committee on Education and the Workforce (Updated, August 2012; Originally Released July 2012). THE DELTA COST PROJECT (American Institutes for Research) Donna M. Desrochers. Academic Spending Versus Athletics Spending; Who Wins? (January 2013) College Spending In A Turbulent Decade: Findings from the Delta Cost Project A Delta Data Update 2000-2010 (December 2012).
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 7 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.
Trends in College Spending: 1998-2009: Where Does The Money Come From? Where Does It Go? What Does It Buy? (Sept 2011) Jane V. Wellman & Louis Soares. Bringing Business Analytics to the College Campus: Using Fiscal Metrics to Steer Innovation In Postsecondary Institutions (September 2011). DEMOS Hiltonsmith, Robert. At What Cost: How Student Debt Reduces Lifetime Wealth. (August 2013) EDUCATION SECTOR Andrew Gillen. In Debt and In the Dark: Its Time for Better Information On Student Loan Defaults (June 2013). Stephen Burd. Moving On Up: How Tuition Tax Breaks Increasingly Favor the Upper Middle Class. (April 2012). Kevin Carey and Andrew P. Kelly. The Truth Behind Higher Education Disclosure Laws. (November 2011). Erin Dillon. Affordable at Last: A New Student Loan System (October 2011). EDUCATION TRUST Doing Away With Debt: Using Existing Resources to Ensure College Affordability for Low and Middle Income Families (February 2013) Priced Out: How the Wrong Financial Aid Policies Hurt Low-Income Students (June 2011) EXCELLENCIA IN EDUCATION Using A Latino Lens to Reimagine Aid Design and Delivery (February 2013) THE INSTITUTE FOR COLLEGE ACCESS AND SUCCESS Adding It All Up 2012: Are College Net Price Calculators Easy to Find, Use, and Compare? (October 2012). Student Debt and the Class of 2011 (October 2011) Making Loans Work: How Community Colleges Support Responsible Borrowing (August 2012). INSTITUTE FOR HIGHER EDUCATION POLICY st Mark Huelsman and Alisa F. Cunningham . Making Sense of the System: Financial Aid Reform for the 21 Century. (January 2013) Dr. Nicholas Hillman. Issue Brief: Economic Diversity Among Selective Colleges: Measuring the Impact of No Loan Programs (Aug 2012) Sandy Baum & Saul Schwartz. Issue Brief: Is College Affordable? In Search of A Meaningful Definition (July 2012). A New Classification Scheme for For-Profit Institutions (July 2012). Student Loan Delinquency: The Untold Story (May 2011) GEORGETOWN UNIVERSITY CENTER ON EDUCATION & WORKFORCE Anthony P. Carnevale, Stephen J. Rose and Ban Cheah. The College Payoff: Education, Occupations, Lifetime Earnings (Aug 2011). NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA) Preliminary Report of the NASFAA Reauthorization Task Force (July 2013) Improving Award Letters and Consumer Information (Two different reports: 1) No Clear Winner: Consumer Testing of Financial Aid Award Letters (March 2013) and 2) Award Notification and Consumer Information Task Force Report (May 2012) Policy Themes In RADD Reports: A Summary Matrix (May 2013) Journal of Student Financial Aid Reimagining Student Aid To Improve Student Access and Outcomes (February 2013) Report of the Task Force on Student Loan Indebtedness (February 2013) The Award Letter A Model Concept (2011) NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO) Dennis DeSantis and David R. Glezerman. Student Financial Services. Free chapter from College and University Business Administration (CUBA) (June 2013). NATIONAL CENTER FOR EDUCATION STATISTICS (NCES) Radwin, D., Wine, J., Siegel, P., and Bryan, M. (2013). 201112 National Postsecondary Student Aid Study (NPSAS:12): Student Financial Aid Estimates for 201112 (NCES 2013-165). Stats In Brief: Federal Student Loan Debt Burden of Noncompleters (April 2013) Laura G. Knapp, Janice E. Kelly-Reid, Scott A. Ginder. Postsecondary Institutions and Price of Attendance in 2011-12, Degrees and Other Awards Conferred: 2010-11, and 12-Month Enrollment: 2010-11 - First Look (Preliminary Data)(NCES 2012-289) (July 2012) Stats in Brief: Federal Education Tax Benefits: Who Receives Them and To What Extent Do They Shape The Price of College Attendance? (November 2011, NCES 2011-212) NATIONAL COLLEGE ACCESS NETWORK Increasing Return on Investment from Federal Student Aid (December 2012) NATIONAL ECONOMIC RESEARCH ASSOCIATION Healey C Whitsett and Rory OSullivan. Lost Without A Map: A Survey of Students Experiences Navigating the Financial Aid Process. (October 2012). Healey C. Whitsett. High Debt, Low Information: A Survey of Student Loan Borrowers (March 2012). NEW AMERICA FOUNDATION Steven Burd. Undermining Pell: How Colleges Compete for Wealthy Students and Leave the Low-Income Behind (May 2013). Education Policy Program. Key Questions on the Obama Administrations 2014 Budget Request. (April 2013)
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 8 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.
NEW AMERICA FOUNDATION Stephen Burd, Kevin Carey, Jason Delisle, Rachel Fishman, Alex Holt, Amy Laitinen, Clare McCann. Rebalancing Resources and Incentives in Federal Student Aid. (January 2013) Jason Delisle & Alex Holt. Safety Net or Windfall? Examining Changes to Income-Based Repayment for Federal Student Loans (Oct 2012). Will Presidents Proposal Fix TEACH Grants? ED Money Watch. (February 21, 2012). Jason Delisle. Understanding the Full Benefits of Subsidized Stafford Loans. Ed Money Watch. (January 5, 2012). THE PEW RESEARCH CENTER - SOCIAL AND DEMOGRAPHIC TRENDS Richard Fry. Greatest Burden on Young, Poor: A Record One-In-Five Households Now Owe Student Loan Debt. (September 26, 2012). PRESIDENTS ADVISORY COUNCIL ON FINANCIAL CAPABILITY Final Report (January 29, 2013) PROGRESSIVE POLICY INSTITUTE Diana G Carew, Jason Gold and Michael Mandel. Student Debt Investment Fund (SDIF): A Preliminary Proposal For Addressing The Student Debt Crisis (March 2013) UNITED STATES CONGRESS JOINT ECONOMIC COMMITTEE The Causes and Consequences of Increasing Student Debt (June 2013) US DEPARTMENT OF THE TREASURY AND THE US DEPARTMENT OF EDUCATION The Economics of Higher Education: A Report Prepared By The US Department of the Treasury with the US Department of Education (December 2012). US GOVERNMENT ACCOUNTABILITY OFFICE VA Education Benefits: VA Needs to Improve Program Management and Provide More Timely Information to Students (GAO-13-338, May 22, 2013) Higher Education: Experts Cited A Range of Requirements As Burdensome (May 2013) Financial Trends in Public and Private Nonprofit Institutions (GAO-12-179) Veterans Education Benefits: Enhanced Guidance and Collaboration Could Improve Administration of Post 9/11 GI Bill Program (GAO-11356R) Higher Education: Institutions Reported Data Collection Burden Is Higher Than Estimated But Can be Reduced Through Increased Coordination (GAO-10-871) DoD Education Benefits: Increased Oversight Is Needed of Tuition Assistance Program Is Needed (GAO-11-300) YOUNG INVINCIBLES Borrower in Distress: A Survey On The Impact of Private Loan Student Debt (May 2013) The American Dream 2.0 (February 2013) Jen Mishory & Rory OSullivan. The Student Perspective on Federal Financial Aid Reform (November 2012). Denied: The Impact of Student Loan Debt on the Ability to Buy a House (September 2012).
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 9 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.