Professional Judgment and the 2020-21 Award Year ... - NASFAA

NASFAA's 2020 Summer Training Series

Professional Judgment and the 2020-21 Award Year: A Panel Discussion

Presented June 24, 2020

National Association of Student Financial Aid Administrators

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NASFAA Presents...

Professional Judgment and the 20-21 Award Year: A Panel Discussion

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June 24, 2020

Webinar Housekeeping ? Welcome!

Audio is currently streaming Meet your presenters Submit your questions Download the handouts Print your certificate Complete the survey

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? 2020 NASFAA

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2020 Summer Training Series

NASFAA's 2020 Summer Training Series

Professional Judgment and the 2020-21 Award Year: A Panel Discussion

Presented June 24, 2020 Introductions

? Brent Tener

? Director of Office of Student Financial Aid & Undergraduate Scholarships

? Vanderbilt University

? Jim Brooks

? Assistant Vice President of Student Services & Enrollment Management and Director of Financial Aid

? University of Oregon

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Introductions

? Kelly Morrissey

? Director of Financial Aid ? Community College of Rhode Island

? Andrew Hammontree

? Financial Aid Director ? Francis Tuttle Technology Center

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Self-Study Guide

Download NASFAA Professional Judgement Self-Study Guide ? free for NASFAA members until June 30, 2020!

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2020 Summer Training Series

NASFAA's 2020 Summer Training Series

Professional Judgment and the 2020-21 Award Year: A Panel Discussion

Presented June 24, 2020

Andrew Hammontree

? Location: Oklahoma City, OK ? Student Population: 1,045 undergraduates ? 70 Certificate programs ? Non-residential ? 33% Pell

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Jim Brooks

? Location: Eugene, OR ? Student Population: ? 18,846 undergraduates ? 2,303

graduate/professional ? R-1 institution ? Residential campus ? 25% Pell ? Mascot: The Duck

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Kelly Morrissey

? Location: Largest community college in New England, 4 campuses in Warwick, Providence, Lincoln and Newport

? Student Population: 17,000 Undergraduates in 2year Associate degree and certificate programs

? Non-residential ? 10,000 financial aid recipients with 45% Pell

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2020 Summer Training Series

NASFAA's 2020 Summer Training Series

Professional Judgment and the 2020-21 Award Year: A Panel Discussion

Presented June 24, 2020

Brief Overview of Professional Judgment

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Professional Judgment Defined

Professional Judgment is the discretion granted to financial aid administrators by law to override dependency status and/or make adjustments to need analysis, including data elements used to calculate the EFC and costs within the COA components. The FAA decides if adjustments to standard components of need analysis are warranted due to special circumstances.

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Statutory Authority and SubRegulatory Guidance

HEA 479A and 480(d)(7) The law prohibits ED from regulating the exercise of PJ, but allows sub-regulatory guidance: ? FSA Handbook, AVG Chapter 5 ? GEN-16-03 (PPY) ? GEN-11-15 and GEN-03-07(dependency

overrides) ? GEN-11-07 (participation in DL program) ? GEN-11-04, GEN-09-05, GEN-09-04, and EA

5/21/10 (updates on PJ)

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2020 Summer Training Series

NASFAA's 2020 Summer Training Series

Professional Judgment and the 2020-21 Award Year: A Panel Discussion

Presented June 24, 2020

Dear Colleague Letter GEN 09-05 No Longer Applies

? This DCL was recently marked "For Historical Purposes Only" on IFAP

? References to this guidance in the 2020-21 FSA Handbook were removed and "errata" were posted on 6/12/20

? Removes guidance for across the board zeroing out of unemployment benefits for independent students

? Does not change an FAA's authority to adjust any data element on a case by case basis

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HEROES Act

ED encourages FAAs to use PJ to reflect more accurately the financial need of students identified as "affected individuals": ? Serving on active duty during a war or other military

operation or national emergency; ? Performing qualifying National Guard duty during a

war or other military operation or national emergency; ? Reside or are employed in a disaster area in connection with a national emergency; or ? Suffer economic hardship as a direct result of a war or other military operation or national emergency, as determined by ED.

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Principles of PJ

? Case-by-case ? Fully documented ? FAA's own decision

? Can't use a PJ decision from another school ? Exception: dependency override

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2020 Summer Training Series

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