[Oasfaa] Data sharing

[Blew, Chad]

FYI – due to the comments made by a federal presenter at FSA that “a student is entitled to their information” (answering a question on whether we can use 3rd party forms as long as we give the form directly to the student) we will not be developing a generic needs-analysis document as I described below.  Instead we’ll be completing the 3rd-party form but will give it to the student and will never submit it directly to the 3rd party.  For paper trail purposes we’re making students sign a statement verifying we gave the completed document directly to them.

Chad Blew
Director
Office of Scholarships & Financial Aid
Oklahoma State University
119 Student Union | Stillwater, OK 74078
405-744-7440
financialaid.okstate.edu<https://financialaid.okstate.edu/>
[ABO]<https://financialaid.okstate.edu/>


From: Blew, Chad
Sent: Tuesday, November 21, 2017 4:56 PM
To: oasfaa at lists.onenet.net
Subject: Data sharing

I called PTAC to ask them some questions about the new restriction on data sharing, specifically for 3rd-party aid providers.  They confirmed that we cannot complete a 3rd-party needs analysis form and give it to the student and let the student give it to the provider.  Even though we’re giving it directly to the student, if we’re completing a needs analysis document provided by a 3rd-party they consider it a violation of HEA.

As some of us have discussed, we’ll probably move toward creating an official document we can give to students that will list the data most commonly requested by 3rd-party providers and hope that those providers will accept it in lieu of their own forms.

Also - I don’t know about the rest of you, but we’ve been questioned on whether we could consider a tribal grant to be federal aid, since they are federally recognized entities.  I doubted that would fly, but asked the question anyway.  PTAC pointed out that it’s a moot point as the provision in HEA specifically pertains to Title IV aid, not all federal aid.  So regardless, we can’t share information with the tribes.

He did act as if further guidance may be issued soon.  Which would be wonderful.   Hopefully something will be shared at FSA.

Chad Blew
Director
Office of Scholarships & Financial Aid
Oklahoma State University
119 Student Union | Stillwater, OK 74078
405-744-7440
financialaid.okstate.edu<https://financialaid.okstate.edu/>
[ABO]<https://financialaid.okstate.edu/>

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