This assessment provides your school with an opportunity to review procedures regarding automation. The related links to each eligibility section are listed at the end of the assessment.

Why complete the worksheet?

The worksheet will provide you with the opportunity to assess and document your automation and electronic processes. We recommend that you include this information in your policies and procedures.

If you identify areas requiring corrective action, we recommend that you complete the Management Enhancement Worksheet.

Activity Bar:
Automation Activity 1: Required Electronic Processes Worksheet

Additional Links: 2008-09 FSA Handbook, School Eligibility & Operations, Chapter 9; 2008-09 FSA Handbook, School Eligibility & Operations, Chapter 10

Schools must have the capability to print Federal Registers or other complex documents provided in portable document format (PDF). The software for viewing and printing PDF files can be downloaded onto a school’s PC hard drive for free from the Adobe Systems web site at: http://www.adobe.com/prodindex/acrobat/readstep.html

Program information such as Dear Colleague/Partner Letters, announcements, and Federal Register listings previously mailed to participating schools is now communicated through Federal Student Aid's IFAP Website. One of the features of this site is the notification service, which makes it possible for individuals to receive an e-mail summarizing recent postings to IFAP. (See http://ifap.ed.gov for more information.)  To register for the notification service, click on Member Services on the IFAP Web site.

Although not required, please review the Optimal System Configurations to consider upgrading any of your systems according to the chart.