1. The New & Improved SAP Rules Rick Shipman Director of Financial Aid Michigan State University October, 2011 Grand Rapids, Michigan

2. Regulations/Guidance – Higher Education Act (HEA) 484(a) and (c) Student Eligibility – Code of Federal Regulations §668.14 Program participation agreement §668.16(e) Standards of administrative capability §668.32(f) Student eligibility §668.34 Satisfactory academic progress §668.42(c) Financial assistance information – 2009-2010 Federal Student Aid Handbook Volume 1, pages 1-10 through 1-13 Volume 2, page 2-125 Volume 4, page 4-20 Satisfactory Academic Progress 2

3. What’s New? – Clarifies that SAP is an administrative capability requirement – Consolidates most rules under §668.34 – Lays out school policy components – Differentiates between every semester versus less frequent monitoring – Standardizes terminology – Sets broad appeal standards Satisfactory Academic Progress 3

4. Required Components – Written Policy Repeats Incompletes Withdrawals Transfers – Minimum GPA – Maximum Timeframe – Pace to Completion Satisfactory Academic Progress 4

5. One note about Graduate/Prof Students – Federal SAP rules are specific to undergrads – Schools must establish and follow reasonable graduate/professional SAP rules Satisfactory Academic Progress 5

6. Written Policy – A school must establish own policy, but it must contain the federally mandated elements – Must describe standards, monitoring processes, and steps to reestablish eligibility after failing the standards. Satisfactory Academic Progress 6

7. Written Policy – Allowing appeals is optional – Must address impact of transfer credits – Must address impact of repeats, incompletes and withdrawals – Must describe required documentation – Can have multiple policies based on specific populations Satisfactory Academic Progress 7

8. Minimum GPA – GPA standard must be consistent with the school’s graduation requirement A single bright line standard – 2.0 for an undergraduate, for example A graduated standard – 1.5 for a freshman, 1.8 for a sophomore, 2.0 thereafter, for example Other – If GPA is not used, another method is required Satisfactory Academic Progress 8

9. Maximum Timeframe – Regulations allow aid eligibility for 150% of the normal time required for a degree Example: An associate’s degree that requires 60 credits is allowed 90 credits This is equivalent to 8 semesters of minimal full time enrollment – For graduate students, you should follow the published institutional standards Satisfactory Academic Progress 9

10. Pace to completion – Specifies the rate at which a student must complete courses to stay within the maximum time frame for the degree Total hours completed / total hours attempted A 67% pace for a 4 year degree permits 180 attempted & 120 completed credits The rate calculation should use cumulative hours Satisfactory Academic Progress 10

11. Monitoring SAP Standards – No less than annually – As often as every payment period – If you monitor every payment period, you are allowed to grant a semester of aid ‘grace’ without student action – If you monitor less than every payment period, students who fail standards become immediately ineligible for aid (no ‘grace’ period) Satisfactory Academic Progress 11

12. Consistent Language – Must use specific words in SAP policies Financial Aid Warning Financial Aid Denial Financial Aid Appeal Financial Aid Probation Satisfactory Academic Progress 12

13. Consistent Language – Financial Aid Warning Student failed SAP standards in a semester he started in good standing He may continue to receive aid without taking action Only for schools that monitor every term Allowing this “Warning” semester is optional for an eligible school Satisfactory Academic Progress 13

14. Consistent Language – Financial Aid Denial School monitors every semester: – Student failed SAP standards in a semester she started in Warning, Denial or Probation School monitors less than every semester: – Student failed SAP standards for the monitoring period No federal aid payments are permitted – That means no Parent PLUS Policy should state if other aid is stopped too School may allow an Appeal Satisfactory Academic Progress 14

15. Consistent Language – Financial Aid Appeal A petition for waiver of Financial Aid Denial Can be for 1 or more semesters If granted for more than 1 semester, student adherence must be monitored each semester – Financial Aid Probation Student in Financial Aid Denial who successfully appeals for aid reinstatement May be granted for one or more semesters Satisfactory Academic Progress 15

16. Appeal Components – Strong evidence that student can return to good standing at end of semester of Probation or – Academic plan that moves student to good standing in a defined time frame Satisfactory Academic Progress 16

17. Appeal Components – Student statement What went wrong that caused the failure What has changed to prevent a recurrence Regulations specify death of a relative, a student injury or illness as reasonable Regulations also state “other special circumstances” Satisfactory Academic Progress 17

18. Academic Plan – Plan rules are not spelled out by regulation – Who prepares Plan is not spelled out either – Can require specific courses, grades, tutoring or other interventions – School must monitor each payment period if Plan covers more than 1 semester – Student must be given Appeal decision Satisfactory Academic Progress 18

19. SAP Rules at MSU 19

20. MSU SAP Approach – Needed a high tech approach for quantity – Needed a high touch approach for quality Michigan State University 20

21. MSU Unduplicated SAP Warnings & Denials by Semester WARNINGSWithdrawalsTime to DegreeGPA67% CompletionTOTALS Spring 201051612071981426 Summer 201041296218330 Fall 2010224989601361616 Spring 2011304345101151089 Summer 201116190103207516 TOTALS77115028768744977 DENIALSWithdrawalsTime to DegreeGPA67% CompletionTOTALS Spring 2010 -71- - Summer 201027118510268 Fall 201042224912287 Spring 201192795189815 Summer 201119310013207 TOTALS165361052441648 21

22. MSU SAP Approach – Written Policy – web Minimum GPA – follow University standards Maximum Timeframe – 150% Pace – 67% Maximum withdrawals – 3 Repeats count against 67% & 150% but we will only go back 1 semester for aid reinstatement Incompletes are assumed as passed but rechecked at next semester midterm – Monitor Every Semester – Allow Appeals Michigan State University 22

23. MSU SAP Approach – Include default aversion for Warnings Requires academic and financial web counseling for aid – Combine high tech with high touch – Process performed online Student statement Academic plan Review comments and decision Michigan State University 23

24. Academic Plan – Created by academic advisor Initiated by student Authorized by dean’s office Recorded in online student academic folder Plans are identical for those with and without aid Michigan State University 24

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