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NASFAA
1101 Connecticut Avenue, NW, Suite 1100
Washington, DC 20036-4303

Phone: 202-785-0453
Fax: 202-785-1487
Web@NASFAA.org

The Resource Catalog is a guide to NASFAA publications, tools, and services.

  • Ask NASFAA a Regulatory Question (AskRegs) allows NASFAA Members to ask Association staff questions about regulatory and compliance issues.

  • NASFAA's Compiled Title IV Regulations provides a searchable PDF document for each of the major parts of CFR 34. NASFAA incorporates new regulations for each award year to shows what text will change the following July 1.

  • CCRAA (College Cost Reduction and Access Act) Resource Page provides analysis, regulatory and legislative language, media coverage and Department of Education guidance on CCRAA.
  • CORE In-Service Staff Training is a comprehensive training tool that is updated each spring. Each of the 13 modules includes an instructor's guide, participant handouts, and PowerPoints. Available on CD-ROM. Modules cannot be purchased individually.
  • The NASFAA Encyclopedia of Student Financial Aid is a Web-based tool that reflects current statutes and regulations governing federal student aid programs. Includes General Program Administration, Federal Pell Grant, FSEOG, FWS, Perkins (NDSL), FFEL, and Direct Loans.

  • ECASLA (Ensuring Continued Access To Student Loans Act) Resource Page provides analysis, regulatory and legislative language, media coverage and Department of Education guidance.
  • Fall Training addresses topics of interest that have been identified by members and the Training Committee, and is offered by the state and regional financial aid associations.

  • HEOA Implementation Resources Page provides analysis, regulatory and legislative language, media coverage and Department of Education guidance.

  • HERA Implementation Resources Page provides analysis, regulatory and legislative language, media coverage and Department of Veterans Affairs guidance on the Higher Education Reconcilliation Act including the ACT and SMART Grant programs.

  • How to Communicate with Congress provides guidance on the many ways you can effectively communicate to members of Congress.

  • How to Communicate with ED and Other Agencies provides guidance on making your views known about regulatory issues.

  • Hurricane Resource Page provides policy guidance from NASFAA, ED, HHS, DHS, and others related to the impact of hurricanes Katrina and Rita in 2005.

  • LearnStudentAid.org courses are available only on the Web, and relies on the best practices of on-line learning, which have been developed and shared by higher education institutions, associations, agencies, and corporations.

  • NASFAA's Policies & Procedures Tools show how to create and maintain a Policies & Procedures Manual for the proper administration of student financial aid. Includes electronic templates and other aids for formulating, implementing, evaluating, and revising policies and procedures.

  • Post-9/11 GI Bill Resources Page provides analysis, regulatory and legislative language, media coverage and Department of Veterans Affairs guidance on the Post-9/11 GI Bill.

  • Professional Judgment in Eligibility Determination and Resource Analysis (Monograph 10) identifies a variety of situations in which it may be necessary to use professional judgment in need analysis. Alternatives are suggested to help aid administrators assess more sensitively the ability of a family to pay for postsecondary education.
  • Satisfactory Progress: A Balancing Act (Monograph 14: updated in 2004) is a guide for evaluating and establishing written satisfactory academic progress policies and procedures that assures compliance and meets the needs of students, while taking into consideration the goals of the institution as a whole.

  • NASFAA's Self-Evaluation Guide for Institutional Participation is an in-house assessment device that helps institutions determine the effectiveness of their administration of the Title IV programs. The Guide is updated each winter.

  • September 11 Resource Page provides policy guidance, related news and resources, and information on scholarship funds for families of victims.

  • TEACH Grant Implementation Resources Page provides information and tools to help members implement the newly created TEACH Grant Program.

  • Title IV Eligibility Checklist: Considerations for Adding New Programs & Locations helps schools in the task of adding new academic programs and/or locations at their institutions. In addition to highlighting areas of regulatory concerns, the chart includes additional resources and current Case Management and Oversight contact information.

  • Using Federal Tax Returns in Need Analysis is NASFAA's annual reference tool on how to use federal income tax returns, schedules, and forms in need analysis. Includes a Forms Comparison chart and more!
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  • Award Letter Evaluation Tool offers schools a framework in which to provide clear, concise and complete award materials that deliver "what families want to know" in a language understood by all.

  • The NASFAA Career Center lets you advertise for needed staff or look for new opportunities for yourself.

  • Choosing, Using, and Appraising a Student Financial Aid Consultant provides basic guidelines to assist financial aid administrators in locating, evaluating and selecting qualified consultants.

  • College Access, Financial Aid, and College Success for Undergraduates from Foster Care. This research report examines the effects of foster care on college access and success for undergraduate students.

  • Don't Get Hooked provides free promotional materials for financial aid offices to distibute to help college-bound students and their families avoid scholarship scams.
  • The NASFAA Encyclopedia of Student Financial Aid is a Web-based tool that reflects current statutes and regulations governing federal student aid programs. Includes General Program Administration, Federal Pell Grant, FSEOG, FWS, Perkins (NDSL), FFEL, and Direct Loans.

  • Financial Aid Night Slide Presentation and Guide provides high school counselors and other interested persons the basic knowledge and information they need to conduct a financial aid night presentation. The accompanying guide, Planning and Conducting a Financial Aid Night, includes important steps on how to set up a financial aid night, as well as a narrative for the slideshow. The slideshow is available on-line in several different formats.

  • Financing Graduate and Professional Education: 2003-2004 (Monograph 17) summarizes the strategies students in graduate and professional programs use to finance their educational experiences.

  • Foster Youth FAFSA Tips helps aid administrators and foster youth complete relevant portions of the FAFSA. The document was originally developed by the California Student Aid Commission and is updated by NASFAA staff.

  • Guide to Federal Tax Benefits for Tuition and Fees helps explain two federal tax credits for college expenses - the Hope Scholarship and Lifetime Learning tax credit, as well as available tax deductions for tuition and fees and links to related IRS Publications.

  • Key Factors in Financial Aid Office Staff Sizes: Results of the 2006 NASFAA Staffing Survey and Development of the Staffing Model provides an objective methodology for predicting financial aid office staff sizes for institutions with similar characteristics.

  • NASFAA's Policies & Procedures Tools show how to create and maintain a Policies & Procedures Manual for the proper administration of student financial aid. Includes electronic templates and other aids for formulating, implementing, evaluating, and revising policies and procedures.

  • Primer on Economics for Financial Aid Professionals was jointly sponsored by NASFAA and The College Board. Written in 1996 by Sandy Baum, the Primer links basic economic concepts to college enrollment and student aid, and also analyzes need analysis from an economic perspective.

  • The Salary Analysis Online Tool (2004) lets financial aid staff at member institutions determine their average or normative salary based on a number of factors, such as education level, institution type, job title and primary duties, and geographic location of their institutions.

  • NASFAA's Salary and Staffing Models area includes on-line salary and staffing analysis tools, and results of the Association's salary and staffing surveys.

  • Satisfactory Progress: A Balancing Act (Monograph 14: updated in 2004) is a guide for evaluating and establishing written satisfactory academic progress policies and procedures that assures compliance and meets the needs of students, while taking into consideration the goals of the institution as a whole.

  • NASFAA's Self-Evaluation Guide for Institutional Participation is an in-house assessment device that helps institutions determine the effectiveness of their administration of the Title IV programs. The Guide is updated each winter.

  • The Standards of Excellence Review Program is an objective, confidential peer review program that helps institutions improve student financial aid delivery. Institutions must be NASFAA members to participate.

  • NASFAA Statement of Ethical Principles provides a set of principles for financial aid administrators that serves as a common foundation for accepted standards of conduct.

  • Student Aid Transcript is NASFAA's award-winning magazine, a forum for management and student aid issues. Student Aid Transcript is mailed to members and also available online.

  • Title IV Eligibility Checklist: Considerations for Adding New Programs & Locations In addition to highlighting areas of regulatory concerns, the chart includes additional resources and current Case Management and Oversight contact information.

  • Using Federal Tax Returns in Need Analysis is NASFAA's annual reference tool on how to use federal income tax returns, schedules, and forms in need analysis. It includes a Forms Comparison chart and more!

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  • The Annotated Bibliography of Student Financial Aid provides brief summaries of student aid research published from 1988 to the present. Researchers may search for articles by subject, title, author, or year of publication.

  • College Access, Financial Aid, and College Success for Undergraduates from Foster Care examines the effects of foster care on college access and success for undergraduate students.

  • Completing the Common Data Set: A Guide for Financial Aid Professionals (Monograph 19) enhances Member knowledge of the Common Data Set (CDS) Initiative and provides advice on completing the college costs and financial aid sections of the CDS reporting forms.

  • Financial Aid Professionals at Work: SUFAPPP 2001 is the fourth in a series of studies on the processes used by on-campus aid administrators to award financial assistance to undergraduates.

  • Financing Graduate and Professional Education: 2003-2004 (Monograph 17) summarizes the strategies students in graduate and professional programs use to finance their educational experiences.

  • Fixing the Formula: Need Analysis for Independent Students takes an innovative approach to determining independent students' ability to pay for education. It challenges many of the fundamental tenets of traditional need analysis and proposes new ways of thinking about the resources available to independent students in varying circumstances.

  • The Graduate Aid Study [SOGAPPP:98] was undertaken to gain added knowledge and insight into the distribution of financial aid funds to graduate and professional students, and into the financial aid operations and management issues facing financial aid administrations who serve these students.

  • Institutional Grants and Degree Attainment provides convincing evidence of the need to focus more attention on persistence issues to ensure that financial aid is both providing student access and assuring student degree completion.

  • The Journal of Student Financial Aid, NASFAA's award-winning research publication, is mailed to Association Members three times a year and also available on the Web. It is one of the few NASFAA publications available to non-members, to enable libraries, researchers, and others to learn of the research taking place in financial aid.

  • National Profile of Federal Student Aid Programs provides detailed information about each of the programs authorized under Title IV, including program descriptions, number of students served, and program appropriations over the past ten years. This document was published 2005 and will be updated soon.

  • A Primer on the Federal Budget Process (Monograph 18) enhances member knowledge of the legislative process that develops and completes the federal budget, and comments on the complexities of federal student aid appropriations.

  • Report on College Access and Tax Credits looks at the links between federal higher education tax credits and college enrollment.

  • Research Tools, Tips, & Resources for Financial Aid Administrators (Monograph 13) provides research tools, tips, and resources to help financial aid administrators undertake research tasks. The report also provides instructions for administrators who want to build research databases and strategies for publicizing the results of your research efforts.

  • A Scan of Our Changing Environment, 2004-2005, reviews and analyzes the political, economic, and social events and trends that may affect the future of student financial aid. Developed by NASFAA's Research Committee, the last sections of the scan look at the economic and political environments facing aid administrators on campus and within NASFAA itself.

  • So You'd Like To Do Some Research….An Introduction to the New ERIC offers a guide to the ERIC (Education Resources Information Center) library that opened to the public on September 1, 2004, and consists primarily of bibliographic records of journal articles and other reports on elementary, secondary, and postsecondary education.

  • NASFAA's Sponsored Research Grant Program awards grants to facilitate the initiation, completion, and distribution of original research activities in areas of interest to NASFAA and its Membership.

  • Staffing and Salary Tools & Models provide access to NASFAA's periodic surveys on financial aid office staffing and salaries.

  • State Tax Calculations Spreadsheet estimates the changes in parental contribution due to changes in the state/local tax allowances in the need analysis formula for 2005-2006. This document was published in 2005 and will be updated soon.

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  • NASFAA Conference DVD 2008 is your chance to own a piece of the NASFAA Conference. Five sessions were recorded and are available together on one DVD: 1) Nuts and Bolts of Program Reviews and Audits; 2) Business Taxes; 3) Making ACG/SMART Processing a Campus-wide Initiative (originally titled Navigating and Implementing Changes in ACT/SMART); 4) Conflict of Interest: Identifying Areas of Risk to Your School; and 5) Income-Based Repayment and New Loan Forgiveness for Public Service. While supplies last.
  • CORE In-Service Staff Training is a comprehensive training tool that is updated each spring. Each of the 13 modules includes an instructor's guide, participant handouts, and PowerPoints. Available on CD-ROM. Modules cannot be purchased individually.
  • Fall Training addresses topics of interest that have been identified by association members and the Training Committee, and is offered in most states by the state and regional financial aid associations.

  • Financial Aid Night Slide Presentation and Guide provides high school counselors and other interested persons the basic knowledge and information they need to conduct a financial aid night presentation. The accompanying guide, Planning and Conducting a Financial Aid Night, includes important steps on how to set up a financial aid night, as well as a narrative for the slideshow. The slideshow is available on-line in several formats.

  • In Search of Best Practices - A NASFAA Symposium provides an opportunity to delve into national topics of concern, learn from the experiences of others, and share ideas on current issues facing senior aid administrators today. Best Practices is offered as-needed, usually in the Spring.

  • LearnStudentAid.org courses are available only on the Web, and relies on the best practices of on-line learning, which have been developed and shared by higher education institutions, associations, agencies, and corporations.

  • NASFAA's Policies & Procedures Tools show how to create and maintain a Policies & Procedures Manual for the proper administration of student financial aid. Includes electronic templates and a wide array of other aids for formulating, implementing, evaluating, and revising policies and procedures.

  • NASFAA's Tips for Trainers is a PowerPoint presentation that reviews the top fears of presenters, discusses some strategies for addressing them, and shares tips for adding dynamics to your workshops.

  • NASFAA Webinars are the Association's newest means of delivering high quality, accurate training to members. Webinars deliver information to you, in your office, via the Internet. No travel is required and your time commitment is an hour and a half at most.

  • NASFAA Training Materials

    • 2007 Fall Training - Counseling Students and Families: Tacking Financial Issues - how to explain to students and families in layman’s terms how their financial resources and family demographics are used to calculate the expected family contribution (EFC) under federal methodology (FM), and other options available to them when the standard approach does not work.

    • 2006 Fall Training - Verification - explains the difference between "verification" of data used to calculate a student’s expected family contribution (EFC) and "conflicing information." In addition, the materials cover the Higher Education Reconciliation Act (HERA), which changes several need analysis formula data elements.

    • 2005 Fall Training - Administrative Capability: Campus-Wide Compliance - presented compliance in the context of a campus-wide effort, focusing on developing strategies to ensure and strengthen the cross-campus communication necessary to demonstrate Title IV administrative capability.

    • 2003 Spring Training - Debt Management - addressed debt management: strategies, options, and implications; and Federal Work-Study: promoting community service. (The consortium agreements module is now out-of-date and no longer offered.)

    • 2000 Fall Training - Professional Judgment: It's Your Decision; Guiding Principles for Making Wise Decisions

  • Training Updates and Errata

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Periodicals

Monographs

NASFAA Monographs provide practical information for student aid professionals. Monographs are available on-line and may be downloaded by members only.

  • Monograph 21: Professional Judgment in Eligibility Determination and Need Analysis identifies a variety of situations in which it may be necessary to use professional judgment in need analysis. Alternatives are suggested to help aid administrators assess more sensitively the ability of a family to pay for postsecondary education.

  • Monograph 20: Developing the Cost Attendance: Defines acceptable expenses and outlines consistent approaches for establishing reasonable levels for those expenses, while avoiding specific citation of figures, averages, or ranges.

  • Monograph 19: Completing the Common Data Set: A Guide for Financial Aid Professionals enhances Member knowledge of the Common Data Set (CDS) Initiative and provides advice on completing the college costs and financial aid sections of the CDS reporting forms.

  • Monograph 18: A Primer on the Federal Budget Process enhances member knowledge of the legislative process that develops and completes the federal budget, and comments on the complexities of federal student aid appropriations.

  • Monograph 17: Financing Graduate and Professional Education: 2003-2004 summarizes the strategies students in graduate and professional programs use to finance their educational experiences.

  • Monograph 16: E-Aid Office 2005 Systems, Features, Functionality, Integration outlines the various areas where financial aid administrators rely on computer assistance; highlights best practices; and discusses technology-driven personnel issues, institution-wide system integration, and emerging technologies that will affect the aid office. (This is an update of Monograph 12)

  • Monograph 15: Guide to Developing a Preferred Lender List provides guidance to schools that participate in the FFEL program for constructing student loan lender lists. It includes general principles, benefits, and tools to help develop an impartial list of student loan providers from which students may select a lender that they believe best meets their needs.

  • Monograph 14: Satisfactory Progress: A Balancing Act (updated in 2004) is a guide for evaluating and establishing written satisfactory academic progress policies and procedures that assures compliance and meets the needs of students, while taking into consideration the goals of the institution as a whole.

  • Monograph 13: Research Tools, Tips, and Resources for Financial Aid Administrators provides new sources of information and statistics on student aid and offers advice and ideas for aid administrators and others who want or need to conduct research on financial aid on their campuses. (Updated in 2005)

  • Monograph 12: E-Aid Office 2000: Financial Aid Software, Implementation and Operation has been updated and republished as Monograph 16.

  • Monograph 11: Constructing Written Agreements is out of date and has been removed from the Web site.
  • Monograph 10: Professional Judgment in Eligibility Determination and Resource Analysis identifies a variety of situations in which it may be necessary to use professional judgment in need analysis. Alternatives are suggested to help aid administrators assess more sensitively the ability of a family to pay for postsecondary education.

  • Monograph 9: Constructing Student Expense Budgets, has been updated and republished as Monograph 20.

Other NASFAA Publications

  • NASFAA's Annotated Bibliography of Student Financial Aid provides brief summaries of student aid research published since 1988. Researchers may search for articles by subject, title, author, or year of publication.

  • Cash for College is NASFAA's 12-page brochure that contains basic student aid information. The brochure is distributed year-round to prospective students, at high school financial aid information nights, and as a primer for institutional colleagues, trustees, legislators, and community leaders.

  • NASFAA History, 1966-1985 was compiled and written by Steven Brooks. NASFAA History, 1986-1991 was compiled and written by Robert P. Huff of Stanford University. Both histories are "must reads" for NASFAA Members.

  • NASFAA's Online Membership Directory allows you to search by individual and institution or organization. Only individuals at member institutions/organizations are included in the directory and can access it. The directory is updated daily.

  • Every Monday the NASFAA Newsletter reports on all the articles and documents added to the NASFAA Web site the previous week. The NASFAA Newsletter covers current events, legislative and regulatory activity, technical issues, and association events.

  • Today's News is a daily newsletter delivered via e-mail that reports on the financial aid industry and community.

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  • The Web site ABCs of Early Awareness: A Resource Guide and Toolkit for Helping Students Achieve a Higher Education contains the resources you need to develop and launch an effective early awareness program.

  • NASFAA's Campaign for Early Awareness compiles tools that Association members can use to conduct their own early awareness activities.

  • Cash for College is NASFAA's 12-page brochure that contains basic student aid information. The brochure is distributed year-round to prospective students, at high school financial aid information nights, and as a primer for institutional colleagues, trustees, legislators, and community leaders.

  • College Access Marketing is a Web site designed for schools, programs, organizations, and government agencies that provide students and families with support and guidance about going to college. The site explains how to use marketing techniques to reach students with messages that resonate. NASFAA is a lead partner in this project of the Pathways to College Network.

  • College Goal Sunday is a free program that helps families complete the Free Application for Federal Student Aid (FAFSA). Volunteers, including many financial aid administrators, work with parents and students to make it easier to apply for financial aid for education beyond high school.

  • The College Savings Resources page provides information on a variety of ways that student and parents may save for college. There are three sections: General Resources such as links to savings Web sites; Policy Guidance that applies to college savings; and Related News from media articles that address college savings. The information in this area will be updated soon.

  • Financial Aid Night Slide Presentation and Guide provides high school counselors and other interested persons the basic knowledge and information they need to conduct a financial aid night presentation. The accompanying guide, Planning and Conducting a Financial Aid Night, includes important steps on how to set up a financial aid night, as well as a narrative for the slideshow. The slideshow is available on-line in several formats.

  • Foster Youth FAFSA Tips helps aid administrators and foster youth complete relevant portions of the FAFSA. The document was originally developed by the California Student Aid Commission and is updated by NASFAA staff.

  • The goal of Pathways to College is to advance college access and success for underserved students by getting research-based knowledge on effective policies and practices into the right hands: namely educators; policymakers; and community, corporate, and philanthropic leaders. NASFAA is a lead partner for Pathways, which is managed by The Education Resources Institute (TERI).

  • NASFAA is one of several organizations that maintains and supports the Postsecondary Education English-Spanish Glossary. These organizations drew upon and reconciled preexisting glossaries to develop a single, easy-to-use reference tool that could facilitate the creation of more consistent Spanish-language materials about higher education and student financial aid.

  • StudentAid.org is NASFAA's financial aid resource Web site for students, parents, and counselors.

  • Guide to Federal Tax Benefits for Tuition and Fees helps explain two federal tax credits for college expenses - the Hope Scholarship and Lifetime Learning tax credit, as well as available tax deductions for tuition and fees and links to related IRS Publications.