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(ANN-99-03) (ANN-99-03) Announcing New Financial Aid Administrator Training

DCLPublicationDate: 4/1/99
Summary: Announcing New Financial Aid Administrator Training

April 1999


Summary: Announcing New Financial Aid Administrator Training

Dear Colleague:

The U.S. Department of Education (ED) is pleased to announce a new training series for financial aid office staff with little or no experience in financial aid. Beginning this spring, we will conduct several “New FAA” workshops annually throughout the country.

What will we cover?

This training introduces you to the Title IV student aid programs. The curriculum covers the basic concepts and procedures that you need to know to properly manage and award federal student financial aid. The training will also help you use our publications and other resources to find the information you need to help students.

The workshop is three and one-half days. We will register up to 80 people for the workshop, however, the curriculum is highly interactive and we will frequently work in small groups.

What is the agenda?

Day 1-The Student
Session 1 – Introduction and Overview of Title IV
Session 2 – Student Eligibility
Session 3 – The FAFSA and Output Documents
Session 4 – How Much Aid Can the Student Get?
Session 5 – Communicating with Students and their Families

Day 2-The School
Session 6 – Verification
Session 7 – Your School and the Funds
Session 8 – Electronic Requirements
Session 9 – Extra Practice (student eligibility, verification, packaging)

Day 3-The Programs
Session 10(a) – Pell Grants - Definitions and Formulas
Session 10(b) – Pell Grant Calculations (Term-Based, Credit-Hour Programs)
Session 10(c) – Pell Grant Calculations (Nonterm, Credit-Hour and all Clock-Hour)
Session 11 – Campus-Based Programs
Session 12 - Loans, Loans, Loans (Direct Loans and FFELs)

Day 4-The Programs
Session 13(a) - Refunds/Repayments - Definitions
Session 13(b) - Refunds/Repayments - Calculations
Session 14 - Professional Judgement

Each day of the workshop will begin at 9:00 a.m. and end by 5:00 p.m., except for Day 4, which will end 1:00 p.m. There will be an hour lunch break each day (except the last day), as well as several short breaks.

When and where are the workshops?

Dates Locations
May 11-14, 1999 University of Central Florida
Student Union Building
Building 52
Cape Florida Ballroom, 316AB
Orlando, FL

September 21-24, 1999 ED Regional Training Facility
Denver, CO

October 19-22, 1999 TBD
Southern California

October 26-29, 1999 TBD
Cleveland, OH

December 7-10, 1999 TBD
Charlottesville, VA

Note: At this time we are accepting registrations for the May workshop only. When we complete our schedule we will provide further details and registration information for the other workshops.

How do I register?

There are two ways to register. You may either:

· complete and fax the attached registration form to (703) 284-5629, or

· send an e-mail with your name, address, school, phone #, e-mail address, fax number, and length of experience to

You will receive a faxed or e-mail confirmation within a few days, along with directions to the training site and hotel suggestions. Please don’t make travel plans to attend a workshop until you have received a confirmation from us!

Please don’t register more than four persons from your school. If all slots are filled, we will notify you and put you on a wait list. If a slot becomes available, we’ll contact you.

If you register for the workshop but can’t attend, please cancel your registration by calling Amy Nguyen at (703) 284-5670.

What do I need to bring?

Bring one 3-inch, 3-ring binder and a calculator to the workshop. We will provide you with a Participant's Workbook and other handouts.

This training is free of charge. However, you need to make your own travel and lodging arrangements.

How can I get additional information?

If you have questions about the workshop, or wish to check the status of your registration, please call Amy Nguyen at (703) 284-5670.

If you need special assistance, such as a sign language interpreter, please call Mike Ramos at (202) 708-8176.

Thank you for your interest in this exciting new training series!


Nina Winkler, Director
Policy, Training and Analysis Service
Office of Student Financial Assistance Programs


Last Modified: 04/21/1999