Standards of Excellence Review Program

SOE LogoNASFAA's Standards of Excellence (SOE) Review Program, administered by Blue Icon Advisors,  offers objective, confidential, peer reviews that assess your institution's delivery of student financial aid. Customized reviews are designed to highlight strengths, identify compliance exceptions, and recommend improvements.

Due to the COVID-19 pandemic, we are temporarily offering a remote option of the full SOE review. 

The full SOE Review Program looks at all aspects of Title IV program administration, including:

  • Systems, automation, and technology utilization
  • Program compliance, operations, and delivery
  • Customer service and satisfaction
  • Institutional eligibility
  • Administrative capability
  • Human resources
  • Facilities (not available for remote reviews)
  • Other relevant areas

SOE Consumer Information AssessmentIn addition, a full review includes a Consumer Information Assessment, which we also offer as a remote stand-alone evaluation that covers the following topics :

  • Gainful employment
  • Financial assistance information
  • Third-party servicers
  • Campus security and fire safety
  • Institutional information
  • Graduation, completion, and placement rates
  • Drug and alcohol awareness
  • Family Education Rights and Privacy Act (FERPA)
  • Athletics
  • Teacher preparation
  • Voter registration

Request an SOE Review


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