1. Satisfactory Academic Progress A NASFAA Authorized Event Presented by [Name of Presenter/Association] [Location] [Date], 2017

2. Lesson 1: Introduction to Satisfactory Academic Progress

3. SAP General Policy Requirements
For all categories of students
Same As or Stricter Than
Quantitative
Qualitative
Other factors
Evaluation Components
Warning
Probation
Appeals
Assessment

4. Consumer Information Requirements
Prospective
Students
Currently Enrolled
Readily available in paper or electronic format
Accessible to the public
Easily accessible to students
Describe standards for maintaining and re-establishing Title IV aid eligibility
Not via restricted intranet
If online, provide exact URL
Annual notice of SAP policy
SAP evaluation results, if eligibility is affected

6. Do you agree that the SAP standards should be the same as or stricter than the standards set for students who are not receiving Title IV aid? Why or why not?
Is your SAP policy easy to find and easily understood by students? If not, how would you simplify it?
What do you believe is the best way to distribute consumer information disclosures? Would you suggest one method or multiple methods?
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7. Lesson 2: Evaluating Satisfactory Academic Progress

8. Evaluation
Frequency
Timing
SAP Evaluation Policy

9. Quantitative Component
Pace:
Maximum Timeframe
Undergraduate students
Graduate students
Cumulative Hours Completed
Cumulative Hours Attempted

10. Quantitative Component
Maximum Timeframe
Undergraduate:
150% of published length of program
Graduate:
defined by the school, based on length of program

11. Quantitative Component
Graduated quantitative standard (optional)
Transfer students
Credits accepted count in both completed and attempted hours

12. Example: Amy
54 Hours Completed
= 90%
60 Hours Attempted

13. Example: Henri
POLICY
Graduated Standard
HENRI

14. Example: Tasha Maximum timeframe is 180 credit hours
Pace expectation is 67% at each review
Annual review after spring semester

15. Happy Valley Junior College Mountaintop University
Example: Ivan
Pace expectation is 65% at each review
Annual review after spring semester
60 credits
30 credits
Happy Valley Junior College
Mountaintop University

16. Example: Alisha Program length: Review after first payment period:
900 clock hours
32 weeks
Review after first payment period:
Completion of 450 clock hours and 16 weeks
Pace expectation is 67%
At 16 weeks, her pace exceeds 67%, but she has not yet completed the first payment period

18. Quick Quiz 1: 1. How frequently are schools required to evaluate SAP?
2. Evaluation of SAP must coincide with the end of a payment period.
 True
 False 
3. What three options are available to schools regarding the timing of evaluating SAP for students enrolled in clock-hour programs?
4. Define pace.
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19. Quick Quiz 1: 5. What is the fraction for calculating pace?
6. The maximum timeframe for an undergraduate program offered in credit hours can be no longer than _______ of the published length of the program.
7. What is the maximum timeframe for a graduate program?
8. Schools must use a graduated pace standard.
 True
 False 
Pages 17-18

20. Quick Quiz 1:
9. When calculating the pace of a transfer student, the school must include hours accepted towards his or her program of study in both the __________ and __________.
10. A student becomes __________ for Title IV aid when it becomes mathematically impossible to complete a program of study within the maximum timeframe.
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21. Learning Activity: Calculating Pace Page 19

22. Learning Activity: Calculating Pace
1. Carlo
Carlo is enrolled in an associate degree program at Hilltop Community College. Hilltop evaluates SAP at the end of each payment period. Calculate Carlo’s pace for his first three terms.
100% (12/12)
85.7% (18/21)
72.7% (24/33)
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23. Learning Activity: Calculating Pace
2. Maria
Maria is enrolled in a bachelor’s degree program at Sunrise State University. Sunrise State evaluates SAP annually at the end of the spring semester. Calculate Maria’s pace for her first two years.
N/A
81.8% (27/33)
N/A
80.7% (46/57)
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24. Learning Activity: Calculating Pace
3. Toby
Toby is enrolled in a 900 clock hour program. Students complete the program in 32 weeks. Each payment period is the amount of time it takes a student to complete both 450 clock hours and 16 weeks of instruction. SAP is evaluated at the time students’ scheduled clock hours for a payment period have elapsed. Calculate Toby’s pace.
* Note: Figure represents Toby’s cumulative clock hours completed at the end of the second evaluation period. 
66.7% (300/450)
72.2% (650/900)
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25. Qualitative Component
Quality of the student’s work
Grade Point Average
Comparable Qualitative Measure
Graduated Standard
Equivalent of a “C” or better

26. Example: Anabelle Cumulative GPA of at least 2.0
SAP review after each semester
Met GPA requirement

27. Example: Mikhail
POLICY
Graduated Standard
MIKHAIL

28. Not making SAP after two years
Example: Isobel
Fixed qualitative standard of at least 2.0
Annual SAP review
Not making SAP after two years

29. Example: Marlin
POLICY
Comparable Measure
MARLIN

30. Consequences of Not Meeting SAP Standards
Failure to make SAP results in immediate loss of aid eligibility
Eligibility may be regained if:
Pay for classes without federal financial aid
Successfully appeal

32. Quick Quiz 2: 1. What does the SAP qualitative component measure?
2. All schools must use grade point average to measure the qualitative component, even if they otherwise don’t calculate GPAs.
 True
 False 
3. Fill in the numerator and denominator below for the fraction used to calculate GPA.
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33. Quick Quiz 2:
4. Which of the following are examples of qualitative measures?
 GPA
 Badges 
 Pace
 Nonpoint rubrics 
 Maximum timeframe
5. Which students are impacted by the requirement to have a GPA equivalent of a “C” or better at the end of the second year?
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34. Quick Quiz 2:
6. A school’s SAP evaluation is complete when it includes both ____________ and ____________ components at the same time.
7. What are the consequences when a student fails to meet SAP standards?
8. How can a student regain eligibility if he or she is not meeting SAP standards?
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35. Learning Activity: Calculating GPAs Page 26

36. Learning Activity: Calculating GPAs
For the case study of “Haley” described on page 26, use the information provided to calculate each specified GPA. You may find it helpful to refer to the blank Calculating Grade Point Averages worksheet on page 30.
Page 26

37. Learning Activity: Calculating GPAs
Fall 2017:
Spring 2018:
(3x3)
(3x4)
(3x2)
(3x4)
________
________
12 credits
39 points
(3x4)
(3x3)
(3x4)
(3x2)
(3x3)
________
________
15 credits
48 points
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38. Learning Activity: Calculating GPAs
What is Haley’s GPA for Fall 2017? __________
What is Haley’s GPA for Spring 2018? __________
What is Haley’s cumulative GPA? __________
3.25 (39/12)
3.2 (48/15)
3.22 (87/27)
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39. Do you think the use of graduated standards is effective?
Should all schools be required to evaluate SAP after each payment period?
Is pace a good way to measure a student’s progress towards completing his or her program of study in a timely manner? What measure would you use instead?
As schools explore different ways to offer educational programs, is GPA still a good way to measure academic achievement?
Do you think the use of graduated standards is effective?
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40. Lesson 3: SAP Appeals, Probation, and Academic Plans

41. SAP Appeals Acceptable reasons Limitation of SAP appeals
Conditions and Circumstances
Student’s circumstances
Actions taken on an appeal
Documentation
Steps to follow
Making appeal decisions
Processing SAP Appeals

42. What are the circumstances under which a student may appeal?
How does a student submit an appeal?
Who is responsible for reviewing appeals?
What are the deadlines, if any?

43. Financial Aid Probation
Meeting SAP requirements
Academic plan or ineligible
Appeal
Review after one payment period
Academic Plan
Appeal
Periodic
Reviews
Achieve Plan Goals

44. Financial Aid Probation
Frequency of Monitoring
Financial Aid Probation Conditions
School Policy Option
Regulatory Definition

45. Academic Plans Frequency of Monitoring Development of Academic Plans
Consequences of Not Following the Plan

46. Under what circumstances does the school use academic plans for students who fail to maintain SAP?
Who is responsible for developing academic plans for students?
Who will monitor compliance and how often?

47. Re-Establishing Eligibility
Methods for re-establishing eligibility
Notification to students

49. How does your institution structure its appeal process?
Does your institution use the financial aid warning and/or financial aid probation statuses?
How does your institution structure its appeal process?
Assuming SAP appeals are used, should students have the opportunity to meet with an Appeals Committee, or is only written documentation permitted?
Assuming SAP appeals are used, should a student be allowed to appeal SAP status to a higher authority?
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50. Learning Activity 1: SAP Review Scenario—Sansa Page 51

51. Learning Activity: SAP Review Scenario—Sansa
For the case study of “Sansa” described on page 51, review the information provided to answer questions about her school’s SAP policy and Sansa’s SAP status.
Page 51

52. Quick Quiz
Winterfell Institute offers undergraduate bachelor’s degree programs. Sansa is a sophomore majoring in Biology.
What is the pace that a Winterfell student must maintain to complete the Biology program within 180 attempted credits?
What is Sansa’s cumulative rate of progression (pace) at the end of the Fall 2017 semester?
What is Sansa’s cumulative rate of progression (pace) at the end of the Spring 2018 semester?
Is Sansa meeting the school’s qualitative (GPA) standard at the end of the Fall 2017 semester?
At least 67% of credits
attempted in each term (120/180 = 0.667).
61% (27/44 = 0.613).
63% (35/56 = 0.625).
Yes, because her 3.0 GPA (cumulative) exceeds the school’s minimum of 2.5.
Page 51

53. Quick Quiz
Winterfell Institute offers undergraduate bachelor’s degree programs. Sansa is a sophomore majoring in Biology.
Is Sansa meeting the school’s qualitative (GPA) standard at the end of the Spring 2018 semester?
At the end of the Fall 2017 semester, what is Sansa’s SAP status?
At the end of the Spring 2018 semester, what is Sansa’s SAP status?
What three options are available for Sansa when you counsel her at the end of the Spring 2018 semester?
Yes, because her 3.1 GPA (cumulative) exceeds the school’s minimum of 2.5.
She lost eligibility before being placed on warning for one semester.
She lost eligibility, but may appeal for probation under academic plan.
Appeal.
Sit out, then appeal.
Improve, without aid.
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54. Lesson 4: Additional SAP Policy Elements

55. Additional SAP Policy Elements
Withdrawals and nonattendance
Incomplete courses or grades
Repeated coursework
Transfer hours
“W”
“I”
“R”
“T”

57. Quick Quiz 1:
1. It is important to consider __________ in determining the impact of how withdrawn courses count toward a student’s SAP standing.
 the total amount of federal loan debt the student has incurred
 the effect the courses would have had on the student’s GPA if they had been completed
 if the student is a Federal Pell Grant recipient
 the effect of withdrawn courses on the student’s pace and maximum timeframe 
Page 70

58. Quick Quiz 1:
2. Transfer hours accepted toward a student’s educational program must count as:
 Only hours attempted.
 Only hours completed.
 Both hours attempted and completed.
 Neither hours attempted nor completed. 
3. Define repeated coursework.
Page 70

59. Quick Quiz 1: 4. How a school handles incomplete coursework is:
 Determined by SAP regulations.
 Determined by the institution.
 Not a component that must be addressed in SAP policy.
 Determined by the student’s wishes. 
Page 70

60. Learning Activity: Transfer Hours and Repeated Coursework Page 71

61. Learning Activity: Transfer Hours and Repeated Coursework
1. Fred
Fred attends Bedrock University and is a Chemistry major. Introduction to General Chemistry is a required course for his degree. He took it his freshman year, and received a failing grade. He repeated the course in the spring.
How can Bedrock University account for Fred’s repeated coursework for SAP purposes?
Page 71

62. Learning Activity: Transfer Hours and Repeated Coursework
2. Mary
Mary decides to transfer to Big City University (BCU) to pursue a bachelor’s degree in Psychology. BCU will only accept grades of “C” or better. After an evaluation of her coursework from County Community College (CCC) transcript, BCU accepts 36 hours of transfer work toward her bachelor’s degree.
How is BCU required to handle Mary’s transfer credits for SAP purposes?  
Page 71

63. Additional SAP Policy Elements
Audited Courses
Pass-or-Fail Courses
Remedial Coursework
English as a Second Language
Continuing Education or Enrichment Courses
Comprehensive Transition and Postsecondary Program
School policy required

65. Quick Quiz 2:
1. ____________ may be excluded or included in the pace calculation.
 Hours for remedial coursework
 Hours with grades of “F”
 Hours accepted for transfer by the school 
2. Students enrolled in a CTP program are required to:
 Maintain SAP as determined by the school in the context of the CTP program in which they are enrolled.
 Be enrolled no more than half time for SAP purposes.
 Have their SAP status reviewed only annually.
 Be exempt from SAP regulations. 
Page 74

66. Quick Quiz 2: 3. Students taking remedial coursework are limited to:
 One academic year of remedial coursework.
 30 credit hours.
 450 clock hours.
 9 quarter-credit hours. 
 One-half of an academic year of remedial coursework. 
4. What are the conditions for receiving Title IV aid for continuing education or enrichment courses?
Page 74

67. Quick Quiz 2: 5. Audited coursework may affect:
 GPA or an equivalent measure.
 Pace.
 Maximum timeframe.
 Title IV aid received. 
Page 74

68. How is repeated coursework handled at your school?
Does your school place a time limit on resolving incomplete grades? How have you seen incomplete grades affect SAP?
How is repeated coursework handled at your school?
Does your school use pass-or-fail grading for courses? How do you account for pass-or-fail grades in calculation of a student’s GPA for SAP?
Page 75

69. Additional SAP Policy Elements
School must determine SAP treatment
Multiple Degrees or Credentials
Double Majors
Change of Program
Academic Amnesty

71. Quick Quiz 3:
1. An institution’s SAP policy may allow certain hours a student takes prior to a change in major to be excluded in the SAP determination. Which of the following must be included in the SAP determination?
 Successfully completed hours applicable to the current program of study
 Hours earned that do not apply to the new program of study
 Transfer hours successfully completed which do not apply to the current program of study
 Grades that do not apply to the new program of study
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72. Quick Quiz 3: 2. SAP regulations allow for academic amnesty.  True
 False
3. A school can require students with double majors to appeal maximum timeframe if it becomes a SAP issue.
4. Schools may set a limit on the number of times it allows students to “reset” by a change of major.
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