Consortium contractual agreements and study abroad programs
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Consortium/Contractual Agreements and Study Abroad Programs. RMASFAA 2011. DEFINTIONS. CONSORTIUM AGREEMENT A written agreement between two or more eligible institutions CONTRACTUAL AGREEMENT A written agreement between an eligible institution and an ineligible institution.

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Consortium contractual agreements and study abroad programs

Consortium/Contractual Agreements and Study Abroad Programs

RMASFAA 2011


Defintions

DEFINTIONS

CONSORTIUM AGREEMENT

A written agreement between two or more eligible institutions

CONTRACTUAL AGREEMENT

A written agreement between an eligible institution and an ineligible institution


Home versus host school

HOME VERSUS HOST SCHOOL

  • HOME SCHOOL

    • The school where the student is enrolled in a degree or certificate program

  • HOST SCHOOL

    • The school where the student is taking part of his/her program requirements through a consortium/contractual agreement


Consortium agreement

CONSORTIUM AGREEMENT

Program offered in a written arrangement MUST meet the requirements of an eligible program

  • No limit on the portion of the eligible program that may be provided by eligible schools other than home school

  • A school could have:

    • One agreement for each student;

    • A separate agreement with each host school; or

    • A blanket agreement with a group of schools

  • Agreement contents can vary and depends on interests of the schools involved AND the accrediting or state agency standards


Consortium agreement cont

CONSORTIUM AGREEMENT, (cont.)

  • Must disclose to prospective & enrolled students programs designed to be offered by another entity:

    • Portion of program not being offered by the degree/certificate granting school

    • Name & location of other school/organization

    • Method of delivery not being offered by the degree/certificate granting school

    • Estimated additional costs that student may incur due to arrangement


Consortium agreement cont1

CONSORTIUM AGREEMENT (CONT.)

  • Should also clearly indicate...

    • The school that will grant the degree or certificate

    • Student’s tuition/fees, room/board at each school

    • Student’s enrollment status at each school

    • The school responsible for disbursing aid and monitoring eligibility

    • Procedures for calculating awards, disbursing aid, monitoring SAP, keeping records as well as R2T4 in the event the student withdraws.


Contractual agreement

CONTRACTUAL AGREEMENT

Program offered in a written arrangement MUST meet the requirements of an eligible program

  • Eligible school is prohibited from entering into a contractual agreement IF ineligible school or organization has had its eligibility to participate in the FSA programs terminated by the Secretary

    or

  • Ineligible school has voluntarily withdrawn from participation in the FSA programs under a termination, show-cause, suspension, or other proceeding initiated by the institution’s state licensing agency, accrediting agency, or by the Secretary


Contractual agreement cont

CONTRACTUAL AGREEMENT (CONT.)

  • Eligible school is always the home school and is responsible for maintaining all records necessary to document student eligibility and receipt of aid

  • Limit on portion that can be offered by ineligible school

    • No more than 25% can be provided if both home and ineligible school are owned or controlled by the same individual, partnership, or corporation

    • No more than 50% can be provided if both are separately owned or controlled BUT the home school’s accrediting agency or state agency must determine and confirm in writing that the agreement meets its standards for contracting out education services


Why do schools enter into consortium and contractual agreements

Why do schools enter into consortium and contractual agreements?


Consortium contractual agreements and study abroad programs

  • To provide access to additional courses at schools in the same geographical area

  • To allow students to take courses at other schools during the summer

  • To provide access to additional courses via distance learning

  • To allow students to do a semester or year at another school domestically


Facilitating institutional partnerships

FACILITATING INSTITUTIONAL PARTNERSHIPS

  • 2 Plus 2 Programs

  • Study Abroad Programs

  • Group of school offering an entire degree program via distance learning

  • Programs jointly offered by 2 or more schools


2 plus 2 programs

2 PLUS 2 PROGRAMS

  • A partnership between a 2 year and a 4 year institution to facilitate a student completing the last 2 years of his/her 4 year degree.

    • These programs are also often referred to as “bridge” or “4 year degree completion” programs.


2 plus 2 programs cont

2 PLUS 2 PROGRAMS (CONT.)

  • Characteristics of the last two years of these programs are frequently:

    • Tailored to meet the needs of non-traditional students

    • Offered via distance learning

    • Offered in the evening only

    • Offered on the site of the 2 year school

    • Offered in various places in the community at temporary sites

    • Offered right on site of the student’s workplace


2 plus 2 programs cont1

2 PLUS 2 PROGRAMS (CONT.)

  • Unique issues with 2 Plus 2 Programs:

    • Determining where the student is enrolled at any given time

    • Determining what to do if the student is a regular student at a two year college and beginning to take some upper level courses at a senior institution

    • Determining which school is going to provide financial aid

    • Satisfactory Academic Progress

    • Tracking appropriate enrollment information with partner school


Study abroad consortiums

STUDY ABROAD CONSORTIUMS

  • Students participating in a study abroad program approved by the home school are eligible for FSA funds, regardless of whether the program is required for the student’s degree or certificate program, as long as...

    • The home school must be located in the United States

      AND

    • Student is an eligible, regular student enrolled in an eligible program at the home school (aid eligibility should be based off of the higher COA of the Study Abroad Program

      AND

    • Eligible school approves the program of study abroad for academic credit

      AND

    • Credits earned must be acceptable toward graduation in the student’s program by the home school


Study abroad cont

STUDY ABROAD (CONT.)

  • Student is a degree seeking student

    at eligible school #1 and plans to attend

    eligible school #2 in the U.S. that has a study

    abroad program in conjunction with an eligible

    foreign school or organization

    • The two eligible schools in the U.S. must

      have a consortium agreement in place

      with each other

    • Eligible school #2 must have a consortium

      or contractual agreement with the foreign

      school or organization

CONSORTIUM

CONSORTIUM/CONTRACTUAL AGREEMENT

STUDENT RETURNS HOME


Study abroad cont1

STUDY ABROAD (CONT.)

  • Student is a degree seeking student

    at an eligible school and plans to

    enroll in a study abroad program

    with an eligible foreign school

    or organization

    • The eligible school must have a consortium

      or contractual agreement with the foreign

      school or organization

STUDENT RETURNS HOME


Study abroad consortiums foreign locations

STUDY ABROAD CONSORTIUMS & FOREIGN LOCATIONS

  • Eligible school sends faculty and student

    to a foreign location (could be a school,

    organization, or just a site)

    • Foreign location would be considered an

      additional location and rules in 34 CFR 600.32

      (Eligibility of Additional Locations) apply


Study abroad consortiums foreign locations1

STUDY ABROAD CONSORTIUMS & FOREIGN LOCATIONS

  • International Student Exchange Program

    • http://www.isep.org/

  • National Student Exchange

    • http://www.nse.org/

  • College Consortium for International Students

    • http://ccisabroad.org/


Satisfactory academic progress

SATISFACTORY ACADEMIC PROGRESS

  • The home school may decline to give credit for host school courses in which a student earns a grade that is not acceptable at the home school even if the host school accepts the grade for its resident students

  • Grades earned do not have to be included in the GPA calculation, but must be included in calculating the quantitative (PACE) component of SAP, as well as maximum credits for program


Consortium contractual agreements and study abroad programs

Does school wish to enter into a consortium agreement?

Consortium agreement not required, but cannot combine enrollment without one

Update policies and procedures and execute consortium agreement

Is the student enrolled as a regular student at both schools?

Cannot execute consortium agreement

School not required to enter into consortium

Is the student enrolled as a regular student at the home school?

Cannot execute consortium agreement (contractual agreement is necessary)

Are both schools Title IV eligible?

Cannot execute consortium agreement

Will the home school give academic credit on the same basis as if it provided the coursework itself?

Consortium Agreements Among Eligible Institutions, NASFAA Spring Training, 2003

Slide 17


Policies and procedures

POLICIES AND PROCEDURES

  • Be sure your consortium/contractual guidelines are clearly defined in your policy and procedure manual

    • Treat students consistently

    • Do you process campus-based aid for all students or a certain population and explain why each group should be treated differently

      Distance learners only

      Not all courses are offered online

      Satellite campus

      Not all courses are offered onsite

      Undergraduates only

      Graduate/Professional/Law students only

      Study Abroad


Keep in mind

KEEP IN MIND

  • A student may only receive Title IV assistance for courses that are required as part of that student’s certificate or degree program

    • Exception: Study Abroad –

      Eligible school must approve the program of study abroad for academic credit

      Student must be eligible regular student enrolled in an eligible program at the home school

      Eligible school must approve the program of study abroad for academic credit

      Credits earned must be acceptable toward graduation in the student’s program by the home school

  • Under a consortium agreement (not a contractual agreement), either school can process a student’s aid provided the student has normal access to all sources of Title IV aid, including campus-based funds

  • A consortium/contractual agreement between schools should clearly indicate (1) what the reporting expectations are and (2) within what timeframe those reporting expectations are to be met


Examples of consortiums

Examples of Consortiums


Consortium contractual agreements and study abroad programs

Evaluate

Request (only certain programs are approved)

Student Requests Consortium

Notify Student

DENY

APPROVE

Inst. A as Host

Notify Host School of student’s request

Gather forms and add documents to tracking

Inst. A as Home

Send CA to Host school for signature

Student confirms first day of attendance at host school

Provide COA and proof of enrollment to home school

Receive signed CA from Host school

Total of external/internal hours is manually posted. Copy of CA taken to Registration Office/Perkins Loan Office for Clearinghouse reporting

Release Aid

Mark consortium enrollment hours

Manual process monitors transcript receipt, credit, grade & hours

Automated weekly process monitors enrollment for drops, updates, etc.

Notify Home school of changes

Example of ‘Institution A’ Process

Slide 21


Consortium contractual agreements and study abroad programs

Student Requests Consortium

Evaluate

Request

Notify Student

DENY

APPROVE

Inst. Bas Home

Create/send/receive signed agreement from host school

Post consortium enrollment hours on consortium tracking page

Inst. B as Host

Total of external hours is manually posted to remote hours on Financial Aid Term for disbursement. These hours will be evaluated for Clearinghouse reporting

Provide COA and proof of enrollment to home school

Automated weekly process monitors transfer credit and updates course grade, hours, creates report

Capability to run manual report to create a summary report for a term and a clearinghouse report

Post consortium enrollment hours on consortium tracking page

Automated weekly process monitors enrollment for drops, updates consortium tracking page, creates report

Example of ‘Institution B’ Process

Slide 33


Consortium contractual agreements and study abroad programs

To request a Consortium, student must submit the following:

KU Consortium Agreement Request form (this slide)

KU Advisor Certification form (next slide), completed and signed by academic advisor

A copy of the course description(s) from the Host School


Consortium contractual agreements and study abroad programs

  • The advisor certification form must list the external course subject and number exactly as it will appear on the external school transcript

  • If a KU equivalency does not exist in the system at the time of the contract, it must be created by the time the transcript is eventually received

  • The contract must have the correct number of units taken for the external course


Consortium contractual agreements and study abroad programs

  • Host school must include dates of enrollment, credit hours enrolled, and the full cost of attendance

  • Host school agrees to assume responsibility for:

    • providing documentation of student’s enrollment at the host school and COA

    • providing student with consumer information

    • notifying us in a timely manner if the student changes enrollment


Where can you learn more

Where can you learn more?


Resources

RESOURCES

  • US Department of Education, Regulatory Update 2011, Written Arrangements to Provide Educational Programs, Participant’s Guide, 1-40 - 43

  • CONSORTIUM/CONTRACTUAL AGREEMENTS & TWO PLUS TWO PROGRAMS

    • Cheryl Leibovitz, U.S. Department of Education, NASFAA Conference, 2000

  • NASFAA, CONSORTIUM AGREEMENTS

    • Spring Training, 2003

  • 2010-2011 FEDERAL STUDENT AID HANDBOOK

    • Written Agreements between Schools, Volume 2, Chapter 7, 2-22 to 2-24

  • THE BLUE BOOK

    • Written Agreements between Schools, Chapter 6, 1-79 to 1-83, October 2005

  • CONSORTIUM AGREEMENTS, NASFAA CONFERENCE 2011

    • Stephanie Covington

    • Connie Corcoran


Top 10 reasons you know you ve studied abroad

Top 10 Reasons You know you've studied Abroad:

  • 10. if you don't say 'koala bear & quote...they're marsupials’

  • 9. when you're back home and forget what is the correct side of the road to drive on

  • 8. when your passport has more stamps in it than your parents

  • 7. you now qualify for the expert traveler lane at the airport

  • 6. when you dream in a different language


Consortium contractual agreements and study abroad programs

  • 5. when you actually plan not to graduate on time, just so you can study abroad one more semester

  • 4. when you start checking flight prices regularly just to see where you should plan your next trip

  • 3. when you start to think your parents now have a wicked accent

  • 2. when you've stopped shaving your legs

  • 1. when anything and everything can remind you of an occurrence abroad (and your friends are tired of hearing about it!)


Consortium contractual agreements and study abroad programs

Consortium/Contractual Agreements and Study Abroad ProgramsValerie CurtinUM Helena College of [email protected]


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