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Technical Assistance Reviews

Since its inception in 1977, Program Review has been committed to helping schools accurately and effectively administer state and federal financial aid programs. Our goal is to ensure that all state and federal financial aid programs are administered in compliance with applicable law, regulations, and policies.

We are committed to promoting and maintaining integrity, accuracy, and timeliness in the certification and delivery of financial assistance to students and their parents. To this end we now conduct general and specialized technical assistance reviews in an effort to better serve and provide training to the financial aid community.

Through the program review process we hope to encourage an atmosphere of mutual respect and support within the financial aid community. By sharing ideas, professional competencies, and experiences, we believe that we can effectively serve the diverse needs of students, families, and schools.

Below is a grid that reveals the categories of review we can provide. If you desire full or addtional details, download a free copy of the Program Review Process Guide (235 KB PDF). However, please note that schools within the Commonwealth of Pennsylvania have specific information contained in the Program Review Process Guide for Pennsylvania Schools (235 KB PDF).

As always, if you have any questions or suggestions please contact us. We appreciate your continued support and participation in our financial aid programs.

Type of Review	Characteristics of the Review	Sample Size
Routine Program Review	Scheduled by AES. Review Conducted Findings letter is mailed to the financial aid administrator's supervisor. The school must respond and resolve any findings - this includes making required refunds.	30 Stafford Loan Files 5 - 10 PLUS Files
General Technical Assistance Review	Scheduled by AES or Requested by the School. Review is conducted but fewer files are included. A letter is mailed to the financial aid administrator outlining the topics that were discussed. No response or refunds are required from the school.	15 Stafford Loan Files 3 - 5 PLUS Files
Specialized Technical Assistance Review	Requested by the School. Focus on one Specific Area Cash Management Requirements School Change in Curriculum	Generally focuses on one specific area identified by the school and may or may not include a small sample of student files.