$4,500 – $9,500 (flat fee, depending on size and scope)
Comprehensive review of:
• Packaging procedures
• Verification workflows
• SAP administration
• R2T4 processes
• Reconciliation controls
• Staffing alignment
• Written policies & procedures
Initial consultation fee is credited toward the Title IV Operational Risk Assessment if an engagement is initiated within 30 days.
$3,500 – $8,500
Includes:
• Customized Title IV manual
• SAP policy drafting
• PJ documentation standards
• Appeals workflow structure
Comprehensive projects may require expanded scope.
Initial consultation fee is credited toward the Policy & Procedure Manual Development/Overhaul if an engagement is initiated within 30 days.
Scope:
Policy compliance review
Appeals committee structure
Documentation sufficiency
Denial consistency testing
Initial consultation fee is credited toward the SAP Policy & Appeals Effectiveness Review if an engagement is initiated within 30 days.
VA Compliance & SAA Audit Support
Institutions serving veteran students operate within a dual compliance environment—Title IV and VA oversight. While often managed separately, the operational and regulatory risks are closely connected.
Rosenboom Tax & Advisory provides targeted support to ensure VA processes are aligned with institutional systems, reducing audit exposure and strengthening overall compliance integrity.
Services include:
VA / SAA mock audit preparation and review
Certification and enrollment reporting accuracy analysis
Alignment of VA processes with academic structure and institutional policies
Cross-functional coordination between VA certifying officials, Financial Aid, and Registrar functions
Identification of process gaps that increase compliance risk
Title IV Compliance and Operational Risk Advisory
Title IV administration is no longer simply a financial aid function — it is an institutional risk responsibility. Regulatory complexity, staffing strain, documentation scrutiny, and federal oversight continue to increase across colleges, universities, and adult education programs.
Rosenboom Tax & Advisory provides strategic Title IV compliance and operational risk consulting designed to protect institutional integrity, strengthen internal controls, and support sustainable financial aid operations. Our approach integrates regulatory depth with practical workflow analysis, staffing structure review, and policy alignment to reduce audit exposure and operational disruption.
Whether preparing for a program review, addressing findings, stabilizing leadership transitions, or strengthening compliance infrastructure, our work is structured to provide clarity, accountability, and measurable institutional safeguards.
$6,500 – $12,000
Simulated federal or accreditor review including:
• File sampling
• Documentation testing
• Policy cross-check
• Exit conference summary
Engagement scope tailored to institutional size and risk profile.
Initial consultation fee is credited toward the Mock Program Review/Audit Simulation if an engagement is initiated within 30 days.
Scope:
Sample file testing
Withdrawal date validation
Post-withdrawal disbursement review
Process mapping
Initial consultation fee is credited toward the R2T4 Process Deep-Dive Audit if an engagement is initiated within 30 days.
Scope:
ISIR accuracy sampling
C-code handling
Professional judgment documentation
Conflicting information review
Initial consultation fee is credited toward the Verification & File Review Quality Audit if an engagement is initiated within 30 days.
$95 – $175/hour or $8,000 – $18,000/month retainer
Scope:
• Director vacancy
• HCM monitoring
• Corrective action plan execution
• Crisis stabilization
Level of support scaled to institutional need.
Initial consultation fee is credited toward the Interim Financial Aid Leadership (Remote) if an engagement is initiated within 30 days.
Scope:
Staffing model review
Workload analysis
Packaging timelines
Verification workflow
Student service bottlenecks
Initial consultation fee is credited toward the Financial Aid Office Operational Assessment if an engagement is initiated within 30 days.
