Compliance and Operational Reviews

Compliance and Operational Reviews

Ensuring compliance with the federal financial aid rules, while remaining operationally efficient, are two common areas in which schools struggle. Blue Icon Advisors can help your institution excel through a variety of evaluations designed to meet your needs, time, and budget. In-person and off-site options are available. 

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Standards of Excellence (SOE) Reviews are the most comprehensive evaluation option, covering both operations and compliance for the most recently completed award/academic year. LEarn More >>

Operational Reviews explore the organizational effectiveness of the financial aid office and provide recommendations to improve efficiency and student service. While compliance is not the focus of the review, the consultant(s) will tell the school if they uncover compliance issues. 

Compliance Reviews evaluate the institution’s compliance with the laws, regulations, and sub-regulatory guidance that govern the administration of Title IV Federal Student Aid. Areas evaluated are consistently included in the top 10 findings by the U.S. Department of Education. 

Single-Topic Assessments target a particular area of federal financial aid administration from a compliance perspective. Topics may include, but are not limited to, Consumer Information, Professional Judgment, Satisfactory Academic Progress, Return of Title IV Funds, Verification, and Title IV Credit Balances.

Now is the best time to address compliance and operational concerns.  To discuss your needs, contact us via EMAIL, call (202) 785-6953, or complete our ONLINE REQUEST FORM.

Custom Projects

Since all of our projects are customized to meet your specific needs, you will never pay for services you don't need. If you are looking for a service that is not described on this site, please CONTACT US so we can assess your needs and determine the best way forward. 

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