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Professional Judgment (PJ) 101

Professional Judgment (PJ) 101. MASFAA Conference, Charleston WV October 18, 2005 Michele & Jerry Wade. Starting Points…. There is no right or wrong action… within reason Inconvenience…hardship Document…document…document Define issue Collect information/Verification Resolution Action.

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Professional Judgment (PJ) 101

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  1. Professional Judgment (PJ) 101 MASFAA Conference, Charleston WV October 18, 2005 Michele & Jerry Wade

  2. Starting Points… • There is no right or wrong action… within reason • Inconvenience…hardship • Document…document…document • Define issue • Collect information/Verification • Resolution • Action

  3. Who determines use of PJ? • Federal Regs • Provide authorization under Higher Education Act • DOE • No regulatory responsibility • May monitor for auditing purposes • FAA • Is there a unique circumstance? • Does it warrant special consideration? • What should treatment be? • What supporting documentation is required?

  4. What are examples of PJ? • Loss of employment • Medical/dental expenses not covered by insurance • Elementary/Secondary school tuition • Dependent care costs • Loss of child support or Social Security benefits • Divorce of parent or independent student • Death of parent or independent spouse • Dependency Override

  5. Why is PJ Important? • Provides flexibility in dealing with unique circumstances of individual case • Allows for intervention of FAA in a subjective manner • Enables response to issues not anticipated in legislation or regulation

  6. When should PJ be used? • Adjust COA for unusual expenses during enrollment period • Change FM data elements to allow for special circumstance • Override dependency status • Allow for leniency in monitoring SAP • Deny or limit access to Title IV loan program • Others?

  7. When does PJ not apply? • Four conditions that do not merit a dependency override: • Refusal to contribute • Unwillingness to provide FAFSA data • Not claiming student as deduction on 1040 • Demonstration of total self-sufficiency

  8. When does PJ not apply? • Across-the-board changes • Change FM formula • Adjust bottom-line EFC • Change status from independent to dependent • Make an otherwise ineligible student eligible • Include post-enrollment expenses • Circumvent intent of law or regulation

  9. How do I implement PJ? • Dependency override • Standards of Progress • Loss of income • Medical/dental costs • Elementary/secondary school tuition • Divorce/death of parent or independent student

  10. Income Protection Allowance • 30% for food • 22% for housing • 9% for transportation • 16% for clothing & personal care • 11% for medical care • 12% for other family consumption

  11. Do… • Think outside the FA box • Verify accuracy of original data provided on FAFSA • Gather and retain supporting documentation • Document decision, date of action and staff responsible for decision • Process changes through CPS if Federal Pell Grant is effected • Document…document….document!

  12. Don’t… • Accept PJ made at another institution • Hesitate to collect third-party documentation or other supporting materials • Allow inappropriate influence to enter into decision • Be intimidated by the process

  13. Contact information Michele Wade wade.172@osu.edu Jerry Wade jwade@capital.edu

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