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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">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 3<sup>rd</sup>
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 3<sup>rd</sup>-party form but will give it to the student and will never submit
it directly to the 3<sup>rd</sup> party. For paper trail purposes we’re making students sign a statement verifying we gave the completed document directly to them.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:HelveticaNeue-CondensedBlack;color:black">Chad Blew</span></b><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:HelveticaNeue-CondensedBold;color:black">Director</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:HelveticaNeue-CondensedBold;color:black">Office of Scholarships & Financial Aid</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:HelveticaNeue-CondensedBold;color:#F98F29">Oklahoma State University</span></b><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Helvetica Neue";color:black">119 Student Union | Stillwater, OK 74078</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Helvetica Neue";color:black">405-744-7440</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:black"><a href="https://financialaid.okstate.edu/"><span style="font-family:"Helvetica",sans-serif">financialaid.okstate.edu</span></a></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><a href="https://financialaid.okstate.edu/"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;text-decoration:none"><img border="0" width="250" height="63" style="width:2.6041in;height:.6562in" id="_x0000_i1026" src="cid:image001.png@01D37A4E.164DEDC0" alt="ABO"></span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Blew, Chad
<br>
<b>Sent:</b> Tuesday, November 21, 2017 4:56 PM<br>
<b>To:</b> oasfaa@lists.onenet.net<br>
<b>Subject:</b> Data sharing<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">I called PTAC to ask them some questions about the new restriction on data sharing, specifically for 3<sup>rd</sup>-party aid providers. They confirmed that
we cannot complete a 3<sup>rd</sup>-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 3<sup>rd</sup>-party
they consider it a violation of HEA. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">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 3<sup>rd</sup>-party providers and hope that those providers will accept it in lieu of their own forms.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">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. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">He did act as if further guidance may be issued soon. Which would be wonderful. Hopefully something will be shared at FSA.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:HelveticaNeue-CondensedBlack;color:black">Chad Blew</span></b><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:HelveticaNeue-CondensedBold;color:black">Director</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:HelveticaNeue-CondensedBold;color:black">Office of Scholarships & Financial Aid</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:HelveticaNeue-CondensedBold;color:#F98F29">Oklahoma State University</span></b><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Helvetica Neue";color:black">119 Student Union | Stillwater, OK 74078</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Helvetica Neue";color:black">405-744-7440</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:black"><a href="https://financialaid.okstate.edu/"><span style="font-family:"Helvetica",sans-serif">financialaid.okstate.edu</span></a></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><a href="https://financialaid.okstate.edu/"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;text-decoration:none"><img border="0" width="250" height="63" style="width:2.6041in;height:.6562in" id="Picture_x0020_1" src="cid:image001.png@01D37A4E.164DEDC0" alt="ABO"></span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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