YOU

1.        How many years of experience do you have in processing financial aid programs?
__less than 2 years

__more than 2 years but less than 5

__more than 5 years but less than 10

__more than 10 years

 

2.        Which best describes you primary responsibilities?
_____ managerial or supervisory                                             _____ expert in one program area (Please specify.)  _____ counselor or advisor                                                           _____ one person office
_____ other (Please specify.) _______________________

YOUR INSTITUTION AND ITS PROGRAMS

3.        Are your academic programs measured in credit hours or clock hours?

_____ credit hours with standard terms                                  _____ clock hours
_____ credit hours with non-standard terms                          _____ both credit and clock hours

4.        In which of the following Title IV (federal) student aid programs does your school participate?

_____ Pell                                                                                     _____Stafford (Direct Loan Program)
_____ Federal SEOG                                                                   _____Stafford (FFEL Program)
_____ Federal Work-Study                                                       _____PLUS (Direct Loan Program)
_____ Federal Perkins                                                                                _____PLUS (FFEL Program)

TRAINING DELIVERY

5.        Which type of training delivery do you prefer? (Rank, starting with  1)

_____ Federal trainer in-person                                                _____ Self-instructional modules on-line
_____ Federal and non-Federal trainer in-person                  _____ Self-instructional modules on CD-ROM
_____ Video-conference­                                                            _____ Internet based or other distance education                                                                                                                                format (CCC Confer)
_____ Other  (Please specify.) ______________________

6.        What is the best location for you to attend financial aid training?  (Rank, starting with 1.)

_____ FSA’s Regional Training Facility                                 _____ Spring Fling meeting (1 north, 1 south)
_____ Institution in your state                                                 _____ Annual Conference (December)
_____ Other (Please specify.) ______________________

 

7.        What was (were) the most significant reason(s) that limited your participation in financial aid training?

_____ Distance to training site                                                 _____ Travel cost
_____ Training provided at inconvenient time                      _____ Insufficient coverage in office
_____ FSA did not cover topics relevant to your needs      _____ Did not know training was being offered

8.        What is the best method for informing you of financial aid training? (Rank, starting with 1.)

_____ FAO All listserv                                              _____ CCCSFAAA listserv

9.        _____ CCCSFAAA web site                                     _____ Email  or written notice

_____ Other (Please specify.) _________________
 

TRAINING TOPICS

10.     On which of the following topics related to general administrative capability do you want or need more training? (Rank starting with 1.)

_____ Reading and understanding laws and regulations    _____ Institutional participation and eligibility (e.g.,
_____ Institutional participation and eligibility issues                       recertification process, adding new programs
_____ Fiscal responsibilities and cash management issues                              and/or locations)
_____ Developing policies and procedures
_____ Other ___________________________________


11.     On which of the following topics related to electronic processes do you want or need more training?  (Rank starting with 1.)

_____ Common Origination and Disbursement records
_____ E-Campus-Based processing: completing the FISAP Report
_____ NSLDS on the Web (e.g, Inform/Monitor/Alert, Student Status Confirmation Reporting)

_____FAA Access to CPS On-line
_____Other ___________________________________


12.     On which of the following topics related to processing student applications do you want or need more training?  (Rank starting with 1.) 

_____ FAFSA and ISIR questions                                           _____ Verification
_____ Needs analysis/EFC calculations                                 _____ Professional Judgment
_____ Overawards and overpayments                                    _____ Satisfactory Academic Progress
_____ Other _______________________________        _____ Processing students in non-traditional                                                                                                                                                       programs

13.     On which of the following topics related to disbursing aid do you want or need more training?    (Rank starting with 1.)

_____ Determining payment periods                                       _____ Required authorizations and notifications _____ R2T4 (Return of Title IV funds)                                                  related to disbursing aid
_____ Entrance and exit loan counseling
_____ Other ___________________________________


14.     On which of the following topics related to preparing, providing, and sending required reports do you want or need more training? 

_____ Reading, interpreting, and appealing                           _____ Student consumer information requirements
            your cohort default rate                                                  _____ Family Education Rights and Privacy Act
_____ Campus Security Report                                                                            (FERPA) requirements
_____ Other _______________________________        _____ Overview of all Institutionally required reports

15.     In the remaining space, please provide any other suggestions for training topics and delivery of training,  (e.g., Do you need training at a basic, intermediate, or advance level on particular topics?   Do you need one-on-one training/technical assistance?)

 

16.     Indicate what level of training needed:
_____ Basic                                                                                  _____ Intermediate
_____ Advanced                                                                         _____ Leadership development
_____ Personal Development                                                   _____
_____ Other _______________________________        _____                                                                                   

 

17.     Are you willing to host training at your school (can accommodate 300 + attendees;  1 main room for lunch and general sessions and 3 to 4 breakout rooms; attendees can travel to your site fairly easily; parking)

 

18.     Are you willing to be a presenter to give training sessions?  If yes, indicate training area:

 

19.