LIAISON OFFICER (TELO) TRAINING Janet Dodson Associate Director - - PowerPoint PPT Presentation
NEW TUITION EXCHANGE LIAISON OFFICER (TELO) TRAINING Janet Dodson Associate Director Communications Spring, 2016 TODAYS FOCUS Welcome Tuition Exchange Liaison Officer duties Your school responsibilities TELO Only
Janet Dodson – Associate Director – Communications Spring, 2016
Welcome Tuition Exchange Liaison Officer duties Your school responsibilities TELO Only Resources Calendar TE Website Review TELO Portal Wrap-up
Meet the staff Janet Dodson – Associate Director of Communications former TELO andFinancial Aid Director 1979 – 2007 Training and customer service Bob Shorb – Executive Director former TELO and Financial Aid Director – 1981 – 2008 Overall program and marketing Kristine Lev – Assistant Director of Administration long time TE employee Finance and school dues and fees
Who is on the call with us today? Name School Length as Tuition Exchange Liaison Officer (TELO)
Students
Employees
Reporting
Students Exports – those leaving your school from another TE school Imports – those attending your school from another TE school Important that your TE Guidelines define Program Eligible employee Dependent Academic maintenance requirements Housing requirements
Communication and your employees - EXPORTS What is TE Who is eligible When is eligibility established Where can I find more information How long is a student eligible for TE
Communication and your IMPORTS Who is eligible When is eligibility determined Where can I find more information How long is a student eligible for TE What are the renewal requirements What about housing requirements
Reporting Annual Report Due October Review after the beginning of each new enrollment period Generates your Participation Fee (PFEE) statement
Let’s look at your Annual Report…
Start here – open and print your Annual Report
Import section Export section
Balance Sheet Rolling 5 year history The formula Good standing Alert standing Restriction
Start here
Notice the credits and debits Formula for TE standing
Check out the message at the bottom on your Balance Sheet to know your standing
Terminology Exports – students leaving your school Imports – students coming to your school Eligible employees – individuals employed by your school deemed eligible Dependents – the employee, employee spouse or partner, employee’s child(ren) or step-child(ren). Think IRS definition Annual Report – snap shot of annual imports and exports; due October 15 Balance Sheet – rolling five year review of imports and exports
Terminology E/I 3 – Export – Import 3 – allows schools who have signed-up to export up to three students annually. These three exports do not effect your Annual Report. Schools are expected to offer an equal number of imports. Offer is the key – keep track of your yearly import offers. Even if they decline your school meets the requirement – offered No additional cost Must update Question 7 of your Institutional Profile E/I 3 schools should not experience Restriction TE Central reviews annual balance sheets
Let’s look at your Mandatory Institutional Profile…
Start here Every question requires an answer!
DC 3 – Double Credit 3 – if your school belongs to another recognized exchange program – your school can earn credit for those imported students Does your school work with other exchange programs if yes, you are eligible to participate Additional cost for this program. $35 per import
Start here Be sure to click the Double Credit Program button The list of all recognized TE DC3 programs is presented. Pick the one your school belongs. Be sure to click submit!
Create, establish and implement guidelines Export Imports Employees Appoint a TELO Communication guide Establish a TE calendar
Three important areas of institutional collaboration Admissions – new and transfer students Contact and admission process Financial Aid – all students Awarding and confirmation process Human Resources – all employees Employee eligibility confirmation process
January – review your Annual Report February – continue to approve Spring/Fall Imports March – maintain positive communication flow with Financial Aid and Admissions April – finalize Imports and keep Export decision information up to date May – be sure all Imports are approved or rejected June – confirm continuing student Imports retain eligibility and meet your school’s eligibility requirements
July – Clean-up your Annual Report details; Annual TE Dues payment of $500 due 7-1 ACH or check August – Make sure all your new imports are enrolled and exports are approved September – Clean-up Imports and Exports October – finalize your Annual Report due October 15; Submit Participation Fees - $35 per export and $35 per DC 3 students November – Host TE informational sessions December – Continue to provide TE information to your employees and potential imports
www.tuitionexchange.org
To access your school details click here To access TELO assistance click here
TELO@tuitionexchange.org TELO14
These folders house information that can assist you with your job as TELO at your school.
Questions if you are listening via a webcast please email your questions to Janet Dodson – jdodson@tuitionexchange.org Thanks for attending today! Stuck? Janet Dodson jdodson@tuitionexchange.org 402.418.1081 This number is for TELO use only. Please do not share with families.