Scope:

• VA compliance fundamentals

• Common audit findings

• Certification best practices

• Cross-department coordination

• Q&A / scenario-based discussion

Scope and pricing may vary based on training length, level of customization, and number of participants. Most engagements range from $2,500 to $6,500.

Scope:

• Workflow between:

  • VA certifying official

  • Financial Aid

  • Registrar

  • Admissions

• Breakdown points in communication

• Timing and reporting risks

• Process mapping and recommendations

Scope and pricing may vary based on institutional size, organizational complexity, and number of departments involved. Most engagements range from $6,500 to $11,500.

Scope:

• Enrollment certification accuracy

• Credit/clock hour alignment

• Tuition & fee reporting validation

• Change reporting timeliness

• Documentation sufficiency

Scope and pricing may vary based on institutional size, program complexity, and volume of records reviewed. Most engagements range from $5,500 to $9,500.

Scope:

• File sampling and certification review

• Documentation testing

• Program approval alignment

• Policy and procedure cross-check

• Exit summary with risk areas and recommendations

Scope and pricing may vary based on institutional size, program complexity, and volume of records reviewed. Typical engagements range from $6,500 to $12,500.

Included Services:
• Up to 20 consulting hours monthly
• Weekly advisory access for institutional leadership
• Compliance risk monitoring
• Financial aid operational strategy guidance
• Leadership mentoring for financial aid directors or compliance officers
• Limited policy and procedure review

Additional Benefits:
• 15% discount on project-based consulting services
• Priority advisory scheduling
• Strategic compliance planning support

Best suited for:
• Institutions undergoing operational restructuring
• Schools experiencing compliance pressure
• Multi-campus environments requiring additional oversight

Pricing: $7500 - $10,000 per month depending on institutional complexity

Retainer Engagement Terms and Conditions

Minimum Engagement Period
Retainer partnerships require a minimum six‑month engagement period to ensure institutions have sufficient time to implement operational and compliance improvements.

Monthly Hour Allocation
Each retainer tier includes a defined number of consulting hours per month. Unused hours do not roll over to future months. Additional consulting time requested beyond the monthly allocation may be billed at the firm's standard consulting rate.

Scope of Services
Retainers provide advisory access and limited operational guidance. Large-scale services such as full financial aid file audits, mock program reviews, policy manual development, department restructuring initiatives, staff training programs, or large-scale compliance reviews may be scoped as separate consulting engagements.

Institutional Size Considerations
Standard retainer structures are designed primarily for institutions with fewer than approximately 2,500 enrolled students. Larger institutions or multi-campus systems may require a customized consulting agreement.

Scheduling and Availability
Retainer clients receive priority scheduling for advisory consultations. Response times may vary depending on scheduling availability.

Early Termination
Retainer agreements may be terminated with 30 days written notice. If termination occurs prior to completion of the minimum engagement period, the remaining balance of the minimum engagement term may be due at termination.

Project-Based Services
Additional consulting services outside the retainer scope will be quoted separately. Retainer clients receive priority scheduling and discounted project pricing where applicable.

Engagement Availability
To ensure quality advisory support, the number of institutional retainer partnerships is intentionally limited. Institutions interested in establishing a retainer relationship are encouraged to schedule an initial consultation to determine the appropriate engagement structure.

Included Services:
• Up to 12 consulting hours monthly
• Two leadership strategy calls per month
• Compliance process evaluation and recommendations
• Limited file sampling review
• Program review and audit preparation guidance
• Review of operational documentation and procedures

Additional Benefits:
• 10% discount on project-based consulting services
• Priority scheduling for advisory calls

Best suited for:
• Institutions experiencing operational strain
• Institutions preparing for audits or program reviews
• Institutions with moderate staff turnover

Pricing: $4,500 - $6,000 per month depending on institutional complexity

Retainer Engagement Terms and Conditions:

Minimum Engagement Period
Retainer partnerships require a minimum six‑month engagement period to ensure institutions have sufficient time to implement operational and compliance improvements.

Monthly Hour Allocation
Each retainer tier includes a defined number of consulting hours per month. Unused hours do not roll over to future months. Additional consulting time requested beyond the monthly allocation may be billed at the firm's standard consulting rate.

Scope of Services
Retainers provide advisory access and limited operational guidance. Large-scale services such as full financial aid file audits, mock program reviews, policy manual development, department restructuring initiatives, staff training programs, or large-scale compliance reviews may be scoped as separate consulting engagements.

Institutional Size Considerations
Standard retainer structures are designed primarily for institutions with fewer than approximately 2,500 enrolled students. Larger institutions or multi-campus systems may require a customized consulting agreement.

Scheduling and Availability
Retainer clients receive priority scheduling for advisory consultations. Response times may vary depending on scheduling availability.

Early Termination
Retainer agreements may be terminated with 30 days written notice. If termination occurs prior to completion of the minimum engagement period, the remaining balance of the minimum engagement term may be due at termination.

Project-Based Services
Additional consulting services outside the retainer scope will be quoted separately. Retainer clients receive priority scheduling and discounted project pricing where applicable.

Engagement Availability
To ensure quality advisory support, the number of institutional retainer partnerships is intentionally limited. Institutions interested in establishing a retainer relationship are encouraged to schedule an initial consultation to determine the appropriate engagement structure.

Included Services:
• Up to 6 advisory hours per month
• Email consultation related to Title IV compliance questions
• Review of limited documentation or operational procedures
• One monthly leadership consultation call
• Regulatory interpretation and compliance clarification
• Guidance for financial aid leadership teams

Best suited for:
• Smaller institutions
• Institutions with an experienced Financial Aid Director
• Schools seeking periodic compliance reassurance

Pricing:

• $2,500 - $3,500 per month depending on institutional complexity

Retainer terms and conditions:

1. Retainer Engagement Terms and Conditions:

   Minimum Engagement Period
   Retainer partnerships require a minimum six‑month engagement period to ensure institutions have sufficient time to implement operational and compliance improvements.

   Monthly Hour Allocation
   Each retainer tier includes a defined number of consulting hours per month. Unused hours do not roll over to future months. Additional consulting time requested beyond the monthly allocation may be billed at the firm's standard consulting rate.

   Scope of Services
   Retainers provide advisory access and limited operational guidance. Large-scale services such as full financial aid file audits, mock program reviews, policy manual development, department restructuring initiatives, staff training programs, or large-scale compliance reviews may be scoped as separate consulting engagements.

   Institutional Size Considerations
   Standard retainer structures are designed primarily for institutions with fewer than approximately 2,500 enrolled students. Larger institutions or multi-campus systems may require a customized consulting agreement.

   Scheduling and Availability
   Retainer clients receive priority scheduling for advisory consultations. Response times may vary depending on scheduling availability.

   Early Termination
   Retainer agreements may be terminated with 30 days written notice. If termination occurs prior to completion of the minimum engagement period, the remaining balance of the minimum engagement term may be due at termination.

   Project-Based Services
   Additional consulting services outside the retainer scope will be quoted separately. Retainer clients receive priority scheduling and discounted project pricing where applicable.

   Engagement Availability
   To ensure quality advisory support, the number of institutional retainer partnerships is intentionally limited. Institutions interested in establishing a retainer relationship are encouraged to schedule an initial consultation to determine the appropriate engagement structure.

A compliance-focused review of the institution’s Title IV cash management processes under standard federal funding rules.

Scope:

• Evaluation financial aid authorization

• federal fund drawdowns

• student account postings align with federal cash management regulations

• institutional accounting practices

• disbursement timing

• credit balance processing

• reconciliation between financial aid systems and the general ledger.
  

A structured review of the operational relationship between the Financial Aid Office and the Business Office. This assessment evaluates communication processes, workflow coordination, and institutional procedures that affect Title IV compliance.

The review identifies gaps in coordination that can lead to operational inefficiencies, delayed refunds, reconciliation errors, or audit findings.

Deliverables include a written risk summary and operational improvement recommendations.

An operational review designed to clarify the appropriate division of responsibilities between the Financial Aid Office and the Business Office in accordance with Title IV internal control expectations.

In many institutions, operational roles evolve informally over time, which can result in overlapping responsibilities or unclear accountability between departments. This engagement evaluates whether institutional practices properly separate functions responsible for aid authorization, financial accounting, and reconciliation.

Scope:

• financial aid awarding authority

• student account billing responsibilities

• fund disbursement coordination

• reconciliation procedures.

Includes:

• All three audits

• Executive summary binder formatted for accreditor presentation

• Mock accreditor Q&A simulation (virtual session)

• Board-ready governance brief

• 6-month implementation advisory support (light)

Initial consultation fee is credited toward the Institutional Accreditation Readiness Package if an engagement is initiated within 30 days.

Focus:

• Student journey mapping from lead → graduation

• Data handoff failures between departments

• Communication silos

• Compliance leakage points

• Early intervention design

Initial consultation fee is credited toward the Enrollment to Completion Lifecycle Risk Assessment if an engagement is initiated within 30 days.

Scope:

• Admissions-Financial Aid-Academics process mapping

• Enrollment promise vs academic outcome comparison

• R2T4 withdrawal cause tracing

• SAP disqualification root cause review

• Incentive compensation cross-department risk scan

• Accreditation narrative stress test

Initial consultation fee is credited toward the Institutional Alignment & Governance Audit if an engagement is initiated within 30 days.

Focus:

• Attendance tracking reliability

• Last date of attendance documentation

• Instructor understanding of Title IV impact

• Grade submission timing risks

This directly reduces audit findings.

Initial consultation fee is credited toward the Faculty-FA Compliance Interface Review if an engagement is initiated within 30 days.

Focus:

• Program-level attrition mapping

• Attendance enforcement consistency

• Faculty early-alert systems

• Withdrawal documentation testing

• Program viability vs completion outcomes

Initial consultation fee is credited toward the Retention & Completion Risk Audit if an engagement is initiated within 30 days.

Scope:

• SAP policy alignment with actual grading behavior

• Appeals committee structure

• Academic warning/probation consistency

• Grade inflation or compression analysis

• Repeat coursework oversight

Initial consultation fee is credited toward the Academic Progress & SAP Alignment Review if an engagement is initiated within 30 days.

Scope:

• Lead quality vs completion data

• Admissions promise vs academic reality gap

• Early withdrawal pattern tracing

• First-term attrition causation mapping

Initial consultation fee is credited toward the Admissions Funnel to Retention Alignment Assessment if an engagement is initiated within 30 days.

Scope:

• Incentive compensation risk analysis

• Commission-based red flag review

• Behavioral pressure mapping

• Cultural tone assessment

Initial consultation fee is credited toward the Admissions Compensation & Ethical Structure Review if an engagement is initiated within 30 days.

Scope:

• Admissions standards review

• ATB / prior education documentation testing

• Enrollment pattern analysis (start dates, clustering, risk indicators)

• Recruiter incentive structure analysis

• Program fit alignment review

• “Right Student, Right Time, Right Program” assessment

Initial consultation fee is credited toward Admissions Consulting Services if an engagement is initiated within 30 days.

Tier 1 – Sole Proprietor / Independent Contractor

Schedule C Filing
Starting at $750

Includes:
• Income consolidation
• Expense categorization
• Self-employment tax calculation
• Advisory-level review
• Estimated tax guidance

Tier 2 – Entity-Level Business Returns

• S-Corp (1120S)$1,500 – $3,000

• Partnership (1065)$1,800 – $3,500

• C-Corp (1120)$2,000 – $4,000

• Basic W-2 Return$350 – $450

• Itemized Return$450 – $650

• Schedule C (Self-Employed)$650 – $1,100

• Investment-Heavy Return$600 – $1,200

• Rental Property (per property)+$250 – $400

• Multi-State Filing+$150 per state

Scope:

• Key-person risk mapping

• Skill redundancy review

• Process dependency analysis

• Contingency planning framework

Scope:

• Engagement driver mapping

• Controllable vs uncontrollable factors

• Cost-benefit analysis of intervention strategies

• Leadership leverage modeling

Scope:

• Replacement cost modeling

• Productivity loss estimation

• Compliance error correlation

• Institutional financial impact projection

Scope:

• Communication breakdown analysis

• Incentive misalignment review

• Packaging pressure assessment

• Enrollment vs compliance conflict mapping

Scope:

• Director workload mapping

• Emotional exhaustion indicators

• Role overload analysis

• Structural control assessment

Deliverable:
Executive stability risk brief

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.

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.

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.

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:

• Policy compliance review

• Appeals committee structure

• Documentation sufficiency

• Denial consistency testing

Scope:

• Staffing model review

• Workload analysis

• Packaging timelines

• Verification workflow

• Student service bottlenecks

Scope and investment are calibrated to institutional size, staffing scale, enrollment volume, and operational complexity.

Scope:

• Sample file testing

• Withdrawal date validation

• Post-withdrawal disbursement review

• Process mapping

Scope may be expanded for larger institutions or extended sampling requirements.

$18,000 – $45,000 per year

Includes:
• Quarterly compliance review
• Annual workforce climate scan
• Leadership advisory calls
• Policy updates
• Audit readiness support

$4,000 – $9,000

Review:
• FTE ratios
• File volume
• Packaging load
• Compliance exposure
• Admissions/FA tension points

Deliverable:
Staffing realignment proposal.

$6,500 – $14,000

Includes:
• Risk factor identification
• Leadership intervention plan
• Emotional support structure
• Engagement recovery design

$12,000.00 - $25,000.00

Based on your dissertation model:

• Financial Aid Engagement Scale (FAES-30)
•Financial Aid Organizational Satisfaction Inventory (FAOSI-36)
• Financial Aid Behavioral Risk & Operational Deviation Scale (FABRODS-32)

Assessment Instruments Included

The Financial Aid Workforce Climate Assessment™ integrates three proprietary instruments developed specifically for Title IV and student services environments:

1. Financial Aid Engagement Scale (FAES-30)
Measures regulatory energy, institutional commitment, and cognitive absorption within financial aid operations.

2. Financial Aid Organizational Satisfaction Inventory (FAOSI-36)
Assesses leadership alignment, workload structure, process clarity, recognition systems, communication climate, and institutional resourcing.

3. Financial Aid Behavioral Risk & Operational Deviation Scale (FABRODS-32)
Identifies procedural deviation risk, withdrawal behaviors, interpersonal strain, and burnout indicators that may compromise compliance integrity.

These instruments collectively evaluate structural stability, workforce resilience, and behavioral risk exposure within financial aid operations.

Intellectual Property Notice

The Financial Aid Workforce Climate Assessment™ and all associated instruments, including the FAES-30, FAOSI-36, and FABRODS-32, are proprietary works developed by Dr. Matthew Rosenboom.

All survey instruments, scoring methodologies, interpretive frameworks, reporting templates, and diagnostic models are protected intellectual property.

No portion of these materials may be reproduced, distributed, adapted, administered, or used in whole or in part without the express written permission of Dr. Rosenboom.

Unauthorized use, duplication, or derivative adaptation is strictly prohibited.

$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.

$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.

$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.

$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.

$450 – $2,500 | Session or Annual Advisory

Strategic planning for families with multiple college-bound students or overlapping enrollment periods. Includes multi-year projections, FAFSA timing strategy, and income fluctuation planning.

• Multi-Student Strategy Session: $450 – $750
• Multi-Year Aid Projection Package: $650 – $1,250
• Annual Family Advisory Plan: $1,200 – $2,500

Best For: Families seeking long-term affordability planning.

Structured guidance for families experiencing income changes or unique financial situations. Includes documentation planning, appeal strategy, and preparation for institutional review under professional judgment authority.

• Strategy Session: $350 – $650
• Documentation & Appeal Planning Package: $650 – $975
• Comprehensive Appeal Support: $899 – $1,500

Best For: Families navigating income reduction or financial hardship.

👉 SAP Guidance + Appeal Strategy: $350 – $650
👉 Enrollment Change Impact Review: $225 – $400
👉 R2T4 Consultation: $225 – $400

📦 SAP + Enrollment Impact Bundle:
👉 $599 – $900

$350 – $1,200 | Flat Fee

Strategic loan planning to prevent overborrowing and long-term financial strain. Includes annual loan limit review, subsidized vs. unsubsidized analysis, PLUS loan risk discussion, and cumulative debt projections.

• 90-Minute Borrowing Strategy Session: $350 – $550
• Detailed Loan Projection Package: $550 – $850
• Comprehensive Strategy + Projection Bundle: $750 – $1,200

Best For: Families seeking disciplined borrowing decisions.

$225 – $550 | Flat Fee Depending on Scope

Comprehensive review of financial aid award letters to clarify net price, compare institutional offers, and evaluate loans versus grants. Includes cost breakdown and strategic guidance on next steps.

• Award Letter Review: $225 – $350
• Multi-School Cost Comparison: $375 – $550

Best For: Families deciding between institutions or evaluating affordability.

Services:

• Guided FAFSA Completion & Submission
• FAFSA Renewal & Year-to-Year Monitoring
• Dependency Status Review
• Income & Asset Entry Verification
• Submission Readiness Audit

Comprehensive planning for complex situations, multiple students, or income changes.

Includes:
✔ Everything in Tier 2
✔ Multi-year aid projection modeling
✔ Multi-student planning strategy
✔ Special circumstances / professional judgment consultation
✔ Documentation planning guidance
✔ Two additional strategy sessions (as needed within 12 months)
✔ Priority scheduling

Best For: Families seeking long-term financial aid oversight and strategic guidance.

For families making serious financial decisions or navigating eligibility concerns.

Includes:
✔ Everything in Tier 1
✔ Student loan borrowing strategy consultation
✔ Subsidized vs. unsubsidized analysis
✔ PLUS loan risk discussion
✔ Enrollment change & SAP eligibility review
✔ Basic repayment projection

Best For: Families who want disciplined borrowing and proactive risk management.

Designed for families who want confidence and error prevention during filing and award review.

Includes:
✔ Guided FAFSA completion or renewal review
✔ Dependency & income entry verification
✔ Financial aid award letter review
✔ Written summary of recommendations

Best For: Families early in the college process who want to avoid mistakes and understand their offer clearly.