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

TODAY’S FOCUS  Welcome  Tuition Exchange Liaison Officer duties  Your school responsibilities  TELO Only Resources  Calendar  TE Website Review  TELO Portal  Wrap-up

WELCOME  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

WELCOME  Who is on the call with us today?  Name  School  Length as Tuition Exchange Liaison Officer (TELO)

TELO DUTIES • Imports • Communication • Annual Report Students Employees Reporting • Exports • Eligibility • Balance Sheet

TELO DUTIES  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

TELO DUTIES  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 

TELO DUTIES  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

TELO DUTIES  Reporting  Annual Report  Due October  Review after the beginning of each new enrollment period  Generates your Participation Fee (PFEE) statement

WHAT DOES THE ANNUAL REPORT TELL ME  Let’s look at your Annual Report… Start here – open and print your Annual Report

AN EXAMPLE OF AN ANNUAL REPORT Import section Export section

TELO DUTIES  Balance Sheet  Rolling 5 year history  The formula  Good standing  Alert standing  Restriction 

WHAT DOES A BALANCE SHEET TELL ME? 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

TELO DUTIES  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 

TELO DUTIES  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

WHAT DOES THE MANDATORY INSTITUTIONAL PROFILE LOOK LIKE?  Let’s look at your Mandatory Institutional Profile…  Start here Every question requires an answer!

TELO DUTIES  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

HOW DO I ADD DC 3 STUDENTS TO MY ANNUAL REPORT 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!

YOUR SCHOOL RESPONSIBILITIES  Create, establish and implement guidelines  Export  Imports  Employees  Appoint a TELO  Communication guide  Establish a TE calendar 

YOUR SCHOOL RESPONSIBILITIES  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

CALENDAR  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

CALENDAR  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

TE WEBSITE REVIEW  www.tuitionexchange.org To access your school details click here To access TELO assistance click here

TELO RESOURCES ONLY  TELO@tuitionexchange.org  TELO14 These folders house information that can assist you with your job as TELO at your school.

WRAP-UP  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.