We are pleased to announce the availability of "A Guide to Creating a Policies and Procedures Manual." We have developed this guide to assist schools in creating and revising written documentation of how they comply with the various federal regulations pertaining to the administration of the Title IV programs. The guide features activities designed to help a school meet the minimum general requirements with regard to documented policies and procedures. The document also highlights additional areas for which written policies and procedures are suggested in the Federal Student Aid Handbook.
| Section | Description |
| Cover page and Table of Contents | A cover page that can be used when designing your policy and procedure manual. |
| Introduction and Section 1 | This policies and procedures guide is designed to assist institutions in documenting policies and procedures that are required by federal regulations as they pertain to the administration of the Title IV student assistance programs. The activities featured in the guide are designed to help a school understand the minimum general statutory and regulatory requirements. Additional information is also provided for consideration in the development of a comprehensive policies and procedures manual. |
| Section 2 | This section addresses Institutional Eligibility in regards to application procedures for establishing, re-establishing, maintaining, or expanding institutional eligibility and certification and updating application information. |
| Section 3 | This section outlines the requirements contained in the General Provisions Regulations. |
| Section 4 | This section provides requirements for the Federal Perkins Loans. |
| Section 5 | This section addresses the requirements for the FWS and Job Location and Development Program. |
| Section 6 | This section provides guidance on the administration of the Federal SEOG Program. |
| Section 7 | Procedures designed to ensure accountability regarding Fiscal Control and fund accounting for the Federal Pell Grant Program. |
| Section 8 | This section covers the administration of the ACG and National SMART Grants. |
| Section 9 | This session includes the administration of the FFEL Program. |
| Section 10 | This session includes the administration of the Federal Direct Loan. |
| Section 11 | This section covers the administration of the TEACH Grant. |
| Appendix A | Acronyms and Terms |
| Appendix B | Example of a Completed Section of the Administrative Capability Policy & Procedure |
| Appendix C | Policies and Procedures at a Glance |
Disclaimer: This document has been prepared to provide schools with basic guidance to develop policies and procedures. However, it should not be assumed that this document is all-inclusive. For a more complete explanation of specific program requirements, your school should refer to the applicable statutes, regulations, and the Federal Student Aid Handbook. It is the school’s responsibility to ensure that all Title IV requirements outlined in the Law and regulations are met.
