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Institutional Edition Limited Supply Available May 4, 2007NASFAA Members: $200 for 20 licenses Non-Members: $500 for 20 licenses Addition licenses: $10/ea.
2007-08 CORE Order Form (PDF Format)
CORE In-Service Training Updates (2007)
CORE is a comprehensive set of instructional materials designed by NASFAA for training financial aid professionals. CORE's 14 modules cover financial aid administration from A to Z!
When you purchase CORE, you may make one copy of the instructor guide for each of the 14 modules and copies of the trainee's handouts based on the number of licenses you purchase. Modules cannot be purchased individually.
The CORE materials on CD-ROM are in Adobe Acrobat format. At this time, a Mac version of CORE on CD-ROM is not available. The CD includes a PowerPoint Viewer that enables you to present a computer-based slide show.
Please return your order form with payment to:
If you are paying by credit card, you may fax your completed order form to 202-785-1487. If you have questions about your order, please e-mail your inquiry to pubs@nasfaa.org or call 202-785-0453 ext 156.
What is CORE and How Can it be Used?
CORE training materials are designed for financial aid administrators with less than two years experience. The materials cover the basics of the financial aid process from A to Z, beginning with a description of the federal student assistance programs and concluding with information about the process by which an institution applies for Title IV funding.
Although you may decide to use these materials in an informal setting, CORE has been designed to train groups of people, with an instructor leading participants through the contents. CORE was not designed to be a self-learning tool.
Description of 2007-08 CORE Modules
Module 1A introduces the federal student aid programs, providing information on the Title IV programs, state aid, the Health and Human Services (HHS) programs, and other sources of financial assistances; and Module 1B discusses the administrative requirements for participating in the Title IV campus-based programs.
Module 2 covers the delivery system processes, including the electronic and paper financial aid applications and output documents. This module contains four case studies, which require participants to complete a Pre-Application Worksheet for FAFSA on the Web (FOTW), both a "regular" and Renewal Free Application for Federal Student Aid (FAFSA), and the FAFSA Worksheets. This module also contains detailed information about the FOTW and how it compares to the "regular" FAFSA as well as handouts of the FOTW screens.
Module 3 provides an overview of the general student eligibility criteria and documentation requirements. This module acquaints participants with the role of the Central Processing System (CPS), the student eligibility database matches, and the National Student Loan Data System (NSLDS). The module also provides information on how certain educational programs affect student eligibility.
Module 4 provides an overview of the verification principles and guides the financial aid administrator through the verification process.
Module 5 introduces the concept of cost of attendance and describes each cost component used to develop student budgets.
Module 6 covers the Federal Methodology. Two case studies are presented in this module to demonstrate the computation of an expected family contribution under the Federal Methodology.
Module 7 is an overview of the Federal Pell Grant formulas and award calculations. Case studies are used to demonstrate specific concepts as well as the Federal Pell Grant formulas.
Module 8 describes the Academic Competitiveness Grant (ACG) and National Science and Mathematics Access to Retain Talent (SMART) Grant programs, for which 2007-08 is the second year of existence. Please note that the program regulations for 2007-08 are based on unique circumstances due to the very short time allowed for implementation of these programs and the evolving nature of policy development as both schools and the U.S. Department of Education gain experience in administering the programs. Policies and procedures for 2008-09 may well change and participants should be made well aware of that contingency.
Module 9A introduces the eligibility requirements and application processes for the Federal Family Education Loan (FFEL) and Federal Direct Student Loan (Direct Loan) programs; Module 9B discusses the frequency with which students may borrow and explains how loan amounts are calculated; and Module 9C provides an overview of the major repayment features in the FFEL and Direct Loan programs.
Module 10 discusses the goals and considerations involved in packaging, and provides information concerning the award notification process.
Module 11 deals with professional judgment and includes related exercises to explore circumstances under which aid administrators may exercise professional judgment and the documentation requirements for professional judgment decisions.
Module 12 covers the cash management and disbursement requirements for the Title IV programs.
Module 13 provides an overview of the Return of Title IV funds provisions.
Module 14 familiarizes participants with the application and recertification requirements as they pertain to a school's eligibility to participate in the Title IV programs.
Guide to Student Financial Aid Reporting, Disclosure, and Recordkeeping Requirements details the reporting, disclosure, and recordkeeping requirements for Title IV programs and is arranged as an institution and a student may experience the federal student aid process - from general institutional eligibility and fiscal responsibilities to student-specific aid program requirements.
Comments about the Materials
We have formatted the Instructor's Guide (IG) so that it is easy for instructors to use. For example, you will find a text font that is easy to read, descriptive headers and footers, visual prompts that tell instructors when to refer participants to the handouts (-->), indented notes to instructors, thumbprint slide prompts (except for modules 2 and 7), a vertical line between the left- and right-hand column text, and blank space in the left-hand column for instructors to make notes.
Module 2 (The Application Process), Module 4 (Verification), and Module 5 (Cost of Attendance) are presented in bulleted format (;) rather than full script. We would appreciate any comments you have on the bulleted format.
Organization of Participant's Handout
The participant materials are sequenced and numbered to correspond to the thirteen modules described above. In addition to providing trainees with these handouts, we recommend that you print reduced copies of the slides from the PowerPoint handout files and include them at the end of the handout for each specific module. If you print the slides using the "notes" format, the slide will appear at the top of the page and the participant will have the bottom half of the page to take notes. If you use the "slide" printing format and select three to a page, the slides will appear down the left column and lines for taking notes will print in the right column. We highly recommend the use of "notes" or one to a page formats for modules that contain screen captures, such as the Application module.
CAUTION: Some of the handouts have footers inserted using Adobe Acrobat. The footers may not print if you use a printer with a postscript function. Be sure to check the footers on all of the handouts you print to see if they appear; if the footers are missing, either use a printer that does not have postscript or turn that function off on the printer. Please set Page Scaling to "Fit to Printer Margins" so that Pell handouts print correctly.
Time Allocations
The time allocations noted at the beginning of each module are our best estimates of how long it will take to teach the topic. Our estimates are based on the premise that the materials will be taught over a five-day period at an institute-type workshop. Depending on how you decide to use the CORE materials, you may find it necessary to adjust these times.
Copyright and Disclaimer
All of the CORE materials are copyrighted by NASFAA. The purchase of the CD ROM entitles you to twenty (20) licenses for use by you and your staff. Additional licenses may be purchased at the cost of $10 for each additional license. As noted on the order form, you may make a copy of each of the Instructor's Guides for your instructors and up to 20 copies of the participant handouts (additional copies of the handouts may be made if additional licenses were purchased). The permission to copy these materials is granted provided that: NASFAA is credited as the source of the materials, use of the materials is not for profit, and proper notice of copyright is included on copies. We appreciate your cooperation.
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