August 3, 2015

  • COD Screenshots- Auditors have gone over this a few times. Even if the loans are shown as canceled in NSLDS, they need the COD screenshots.
    • If the loan period end date ends within the last year in NSLDS, pull the COD screenshots. Erin has sent multiple emails on what’s required.
  • Delete duplicate forms out of CVue-  Auditors will start failing files for this if it’s not pointed out in the audit email and stated which ones need to be deleted.
  • Appointments-If you reschedule an appointment for any reason, you MUST make sure you notify the AC and ADOA.
  • Cover Page- When putting together your forms to send to students in docusign select “Cover Page” first then all of your forms will upload to Cvue themselves.  There were a lot of different combinations of forms being sent so it wouldn’t upload.  Selecting “Cover Page” first will ensure that all of the forms your student signs will upload. (SEE BELOW)

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  • Start date on the academic year screen needs to reflect the proper start date.  (SEE BELOW)

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  • ARM Approval-When asking for ARM approval for a loan over 25,000 Bret Whetman will be consulting with Alan Hansen who is being very cautious.
  • UEH- When a UEH approval is denied you can appeal the denial.
    • Get Statement from student that they are aware that a 2.0 GPA is required to be eligible and that there will be a delay in funding.
    • No funding will be ordered until the student passes their first class
    • PCE remains the same
    • Send appeal letter to Online CFA for second approval and put that with the UEH file once received