2. Using the E-App to Change/Update Your School’s Information with Federal Student Aid Patricia Patterson Session 13

3. 2 Applying and Reporting Responsibilities The regulations are organized so that changes requiring an institution to apply and wait for ED’s approval are listed under §600.20—Expanding institutional eligibility. Changes that must be reported but do not require ED’s approval are listed under §600.21 – Updating application information.

4. 3 Expand Institutional Eligibility Recertification Add a location (if required by §600.20) Increase level of program offering New program (outside scope) Short term Program

5. 4 Update Application Information Name or Address Change Change in official of the institution (President, Fiscal Officer, Financial Aid Administrator) Change in official of the ownership entity

6. 5 Update Application Information Change in method of measurement (e.g. clock hours to credit hours or semester to quarter hour) Add or drop a third party servicer (§668.25) Report a new location (unless required to apply under §600.20)

7. 6 Update Application Information Change Accreditor - tell us when you begin the change Change in state authorization Change in governance of a public institution Closure of a branch or location

8. 7 Recertification Need to submit a materially complete application 90 days prior to expiration of the Program Participation Agreement (PPA). The Department will notify the institution 6 months prior to the expiration of the PPA.

9. 8 Additional Location All schools MUST either APPLY for Approval in accordance with §600.20 Or REPORT the location in accordance with §600.21

10. 9 Additional Location …if the institution: Offers at least 50% or more of an educational program at the location and It wishes to give Title IV funds to students at that location.

11. 10 Additional Location The institution must APPLY and wait for the Department’s approval before it can disburse Title IV funds for students at the new location if it meets any of the following conditions as identified in §600.20: The institution-

12. 11 Additional Location Is provisionally certified Is funded under the reimbursement or cash monitoring payment method Has acquired the assets of another institution that participated in Title IV during the preceding year

13. 12 Additional Location Continued … Is subject to loss of eligibility under §668.188 (cohort default rate), or Was notified by ED that the school must “apply”.

14. 13 Additional Location If you do not meet one of the conditions in §600.20, you can disburse Title IV funds to students at the new location AFTER… You have submitted a MATERIALLY complete application including mailing all supporting documents for the licensed and accredited location.

15. 14 Closure of a Location The institution must report a closure of a location using the Application within 10 days of the closure of the location, branch or main campus.

16. 15 Increase Level of Educational Program Offering The institution must receive our approval before it disburses Title IV aid to students at the new level of Program Offering. (Example: Currently approved for Associate degree, now want to offer a Bachelor’s degree.)

17. 16 Adding Vocational Program If the program is different from the currently approved educational subject matter, you must apply for approval of the program. If the new program is a short-term program, you must always apply for approval of that type of program.

18. 17 Clock to Credit Hours We use the number of clock hours to apply the clock to credit hour formula. ED will only approve credit hours up to the amount that is approved by the state & accrediting agencies AND meets the clock to credit hour formula.

19. 18 Clock to Credit Hours Exemptions Each course within the program is acceptable towards that school’s associate degree, bachelor’s degree, or professional degree provided that the institution’s degree requires at least two academic years of study. Public or private nonprofit hospital- based school of nursing that awards a diploma.

20. 19 Clock to Credit Hour Formula Calculate by dividing 30 into the number of semester or trimester hours. Calculate by dividing 20 into the number of quarter hours. Must round down.

21. 20 Clock to Credit Hours Formula Examples in Semester Hours StateAccreditorED ClockCreditClockCredit 9303193031 930339303331 9302893028

22. 21 Short Term Programs Eligible for FFEL and Direct Loans only. Must be between 300 and 599 clock hours At least 10 weeks in length. Cannot be more than 50% of state required minimum hours.

23. 22 Short Term Programs Must have been legally authorized to provide and continuously provided the program during the 12 months preceding the application date. Must admit as regular students some students who have not completed an associate degree.

24. 23 Short Term Programs Must provide training that prepares a student for gainful employment in a recognized occupation. Substantiated completion rate of at least 70%. Substantiated placement rate of at least 70% in related job fields.

25. 24 Short Term Programs Rates must be reported in the annual audit (financial/compliance). If rates are not met, the program is not eligible for the next award year. Institution can apply for re-approval of the program once it again meets the program eligibility requirements.

26. 25 Applying for or Reporting Expansions and Updates Use the Application for Approval to Participate in the Federal Student Financial Aid Programs. In Question 1, select the purpose “Update Information” and make the appropriate selection from the “pick list”.

27. 26 Applying for or Reporting Expansions and Updates Complete the information for the appropriate question(s) and Section L of the Application. Mail the Signature page and the supporting documents to the address provided.

28. 27 Features of the E-App Many questions are prepopulated Edit checks Help text Skip features Status messages

29. 28 Where Do You Find the Application? The Application for Approval to Participate in the Federal Student Financial Aid Programs can be found at: –www.eligcert.ed.gov

31. Login Help Help

32. Accreditation State Authorization Add programs Add locations New Title IV program

33. Third Party Servicer Ability to Benefit Test and Tester Display and Print your application Supporting Documents

34. Status Initial schools Print blank application Print PPA and ECAR

35. ED + 8-digit OPEID No. ED + 9-digit Taxpayer ID No.

36. 35 But What If I Don’t Know My User Name or Password? No problem - Just look on your Program Participation Agreement (PPA) or your Eligibility and Certification Approval Report (ECAR), or give the team a call!

37. 36 Check Update Information, then click on the .

38. 37 Choose the Purpose from the Choices in the Picklist Additional location

40. 2001 2002 2003 2002

41. Everything’s OK Ignore the edit & keep going Just looking

42. 41 Select the Section You Want to Go to Next Index Defaults to next page Select section you want

43. 42 Special Feature of the E-App for Updates If the school chooses only one purpose, the choice “continue to next page”, will take you directly to the page you want to go, instead of you having to put in the appropriate section in the “Go to Section” box

44. Add new location

46. If you added it, You can delete it

47. Go to the signature page

48. Check that the president will sign the app and print the page 09/26/2006

49. Go to Section M

50. 49 Section M Tells You What Documents to Mail Next, click on the Application Submission page hot link!

51. If ok, click on the Submit Application button It will tell you if data is still needed School Eligibility Channel, U.S. Department of Education

52. Receipt You must receive written approval from ED for your new location(s) before you disburse Title IV funds to students at the new location(s) U.S. Department of Education School Participation Management School Eligibility Channel Integrated Partner Management Division 830 First Street, NE Washington, DC 20002-5402 09/26/2006 9:30 am Eastern Time

53. 52 Add a New Program (nondegree/vocational) Go to Section A - Question 1 (Purpose) Select “Nondegree/Vocational Program” Go to Section E - Question 27 Enter the New Program Go to Section L - President’s signature

54. Nondegree/Vocational Program

55. Takes you to Section E Go to Section E, page 2

56. Add new program Update current program

57. Click here to get a list of CIP Codes

58. Select the appropriate letter

59. Copy or Note the Appropriate CIP Code Next hit the browser’s “back” button

62. 61 Add a New Program (Cont.) Go to Section M - Tells you what supporting documents to send Go to Application Submission Page - Tells you if there is any data missing Go to Submit Application - transmits the application & gives you a receipt Mail the Supporting Documents

63. 62 How do I report a change of officials (President, Fiscal Officer, or Financial Aid Administrator)? No problem - the E-App is the way to report the new official

64. 63 Change Officials/Directors Go to Section A - Question 1 (Purpose) Select “Officials/Directors of Institution” Go to next page, Section A, page 2 Enter the new official, don’t forget to check the box “new person” Go to Section L - President’s signature

65. Officials/Directors of Institution

66. Defaults to Section A, page 2

67. New Person

68. Don’t forget to change the e-mail address

69. 68 Change of Officials (Cont.) Go to Section M - Tells you what supporting documents to send Go to Application Submission Page - Tells you if there is any data missing Go to Submit Application - Transmits the application & gives you a receipt Mail Supporting Documents

70. 69 But...What About Comments? If you wish to provide additional information about the application or data you entered … –Go to Section K –Question 69

71. Use this area to provide additional information or an explanation

72. 71 How Can You Check on the Status of Your Application? No problem -- go to the E-App -- It’s a Snap

73. Status

74. 73 Now you can access your PPA, ECAR & Update Notice from the web!

75. 74 E-mail: Department of Education – Approval Notice - Action Required Sent to President, Financial Aid Director and Application Contact.

76. 75 E-mail: Action Required – Tells you to go to the PPA/ECAR page of the E-App web site (eligcert.ed.gov) because the Approval Letter is ready. Advises you to print and review a copy of letter and ECAR for your records. Tells you who to contact if you have questions.

77. PPA Documents OPEID 04444400 School Name: Test School Number Four 4321 Main Street Fairfax, VA Select an item from the list and click the button to display it: Return to the Application Index Approval Letter Eligibility and Certification Approval Report (ECAR)

78. 77 School Participation Team Contacts New York/Boston team - (617) 289-0133 & (646) 428-3750 –Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Puerto Rico, Rhode Island, Vermont, and the Virgin Islands Philadelphia team - (215) 656-6442 –Delaware, the District of Columbia, Maryland, Pennsylvania, Virginia, and West Virginia Atlanta team - (404) 562-6315 –Alabama, Florida, Georgia, Mississippi, North Carolina, and South Carolina Chicago team - (312) 886-8767 –Illinois, Minnesota, Ohio, and Wisconsin

79. 78 School Participation Team Contacts Dallas team - (214) 661-9490 –Arkansas, Louisiana, New Mexico, Oklahoma, and Texas Kansas City team – (816) 268-0410 –Iowa, Kansas, Kentucky, Missouri, Nebraska, and Tennessee Denver team - (303) 844-3677 x100 –Colorado, Michigan, Montana, North Dakota, South Dakota, Utah, and Wyoming San Francisco/Seattle team - (415) 486-5677 & (206) 615-2594 –Arizona, Alaska, California, Hawaii, Idaho, Indiana, Nevada, Oregon, Washington, American Samoa, Guam, Federated States of Micronesia, Palau, Marshall Islands, and Northern Marianas Foreign School team - (202) 377-3168

80. 79 We appreciate your feedback and comments. Patricia Patterson patricia.patterson@ed.gov