How it’s working for us…
Melody Lawrence, Southwestern CC
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Came from our President’s office.
Timing was good with staff on leave.
Comes down to Cost/Benefit Analysis:
◦ $21 per verification/$3 per C flag
◦ Scalable to any level of participation
◦ Benefit is time for other purposes
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Other participating CCs:
◦ Cape Fear, Craven, Davidson, Edgecombe, Gaston,
Guilford Tech, Johnston, Wake Tech
# selected
# complete
%
2011-12
1,281
785
61%
2012-13
1,172
688
59%
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School signs contract.
Add CFI School Services to school’s PPA as a
Third Party Servicer.
Provide TG number and access into
Colleague.
Provide calendar of school dates for billing,
payment, etc.
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New name this year
Collaboration of CFI and FAS (Financial Aid
Services)
Completely integrated - seamless to schools
and students
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Create new Comm Codes – FA13CCFS (sent),
FA13CCFK (keep)
Develop filter rules and process to keep a
student’s verification at school or send to
SSC.
Modify (or use delivered) comm. mgt.
verification rules so that if student is
assigned above SENT code, they will NOT be
selected for verification by school.
Tailor paragraphs and other information
requests to help student understand process.
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Whom to keep and whom to send:
◦ Which students are most likely to complete?
◦ Try to get the most benefit for your $$ spent.
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Define your own filter strategy and process.
Required filter rules – keep students SSC
doesn’t handle.
◦ V4, rejects, work-study income reported, etc.
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Optional filter rules – keep students you want
to work - those best or most easily handled
by school.
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Filter out the verifications you want to keep
Examples:
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Not making SAP, Exceeded Pell LEU
ISIR rejects
Drug Conviction, Special Circumstances
School not listed as Top 2 (or 3 or 4)
High EFC
Independent not due to age or marriage
Used IRS DRT and just need # in HH and college
Etc.
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Run ISIR import save list through RLPC to filter
ones we want to keep and put them in a new save
list.
Use SAAL to subtract keepers from full list and
create list of IDs that will be sent.
Assign Comm. Code to each list-Sent & Keep.
Run Comm. Mgt. on full ISIR import list to add
codes from QDTL and OTH to all files.
Verification rules know not to add verification
items if Sent code has been added.
Process gets modified slightly once corrections
are included.
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Put announcement on our website.
Mail all applicants FA brochure which
mentions possibility of their file going to SSC.
We still send them our email DTL:
◦ Tells them to expect contact from SSC at personal
email account
◦ Tells them of other missing items to turn in to us
◦ Gives them other information and alerts
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Sent separate reminder emails with link to
SSC site.
SCC has contracted with School Servicing
Center (CFI) to complete the Verification Step
of your financial aid, and they will be
contacting you soon via personal email or mail.
However, if you have any other items listed
below, please be sure to resolve those issues
or send that documentation to the SCC
Financial Aid Office.
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Use Informer to take the list of students to
send to SSC and create Excel spreadsheet.
Data must conform to exact format specified
by SSC—use Excel template to tweak format.
Upload Excel file through the SSC website.
Any size or frequency desired.
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Matches with student’s ISIR and determines
what is needed.
Sends out requests for information and
processes information submitted by student.
Updates student status on SSC website.
Sends corrections.
Refers some files to FAS for review.
Stores images of documents to send to
school later.
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Manually reviews all discrepancies.
Completes verification in CFI system.
Confirms that corrected ISIR is received by
school in Colleague, marks Verification=7,
and marks Comm. Code. Received.
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SSC goes into our system as needed to mark
files Verification Complete.
We import full list of completed students
from SSC website to Excel and use date range
to find new completions.
We award from Saved Lists, so we review new
completed verifications for File Complete
status and create new award list.
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Student Interface
School Interface
Kay Stroud
Consultant, School Servicing Center