Title IV Consulting
Expert, independent guidance to support your institution in meeting Title IV requirements.
Concerned about Title IV compliance?
Are you struggling to keep up with Title IV regulations?
Is your financial aid team understaffed or stretched thin?
Are your policies and procedures overdue for review?
If any of these sound familiar, our Title IV Consulting services are designed to provide expert, independent guidance, helping you identify gaps, reduce risk, and move forward with clarity.
Monthly Consulting
Fixed-fee monthly support that adapts to your institution’s Title IV compliance needs over time.
- New to Title IV Programs
- Ongoing compliance guidance
- Direct access to experienced Title IV subject-matter experts
- Insight into current and emerging regulatory changes
- Staff training and coaching
- Flexible priorities based on monthly needs
- Support tailored to your institution’s structure and timelines
One-Time Projects*
Targeted consulting engagements designed to address a specific compliance concern, project, or high-risk area.
- Policy and procedure updates or full policy reviews
- Single-area testing (R2T4, SAP, loan proration, etc.)
- Program structure reviews
- Mock Program Reviews
- Corrective action plan development
- Audit findings support
- ED Program Review response assistance
*We support other custom projects tailored to your needs.
Our Title IV Consulting services are designed specifically for institutions that are not current audit clients of McClintock & Associates. This structure helps maintain independence while allowing our team to provide objective, specialized compliance support tailored to your needs.
Key Areas We Support
Institutional Eligibility
Review of ECAR and PPA elements.
Administrative Capability
Review of policies and procedures.
Student Eligibility
Assessment of Pell, Direct Loan, and Campus-Based programs.
Reporting
Major reporting requirements, including NSLDS, FISAP, and Annual Security Reports.
Cash Management
Examination of monthly reconciliations, reimbursement methods (HCM), credit balances, etc.
Our Process
We use a clear, step-by-step process to help guide each engagement from initial scope-setting through final recommendations.
Brief call to understand needs, timelines, and priorities.
We review relevant policies, procedures, and supporting materials.
Selected testing: e.g., R2T4, SAP, eligibility, reporting, structure.
Regular touchpoints to align on questions and progress.
Compliance memo outlining observations and recommend actions
Preparing for a Program Review?
If you’re preparing for a federal Program Review and want extra confidence going in, our Program Review Protector offers a simulation-style review that helps you spot potential issues early.
We support a Wide Range of Title IV Institutions
Our consulting services are designed for many types of Title IV-participating institutions, including:
- Non-profit colleges and universities
- For-profit career and technical schools
- Online and hybrid institutions
- Certificate and clock-hour programs
- Multi-campus systems
What Makes Us Different
Dedicated to Higher Education
We serve only postsecondary institutions, not one of many industries. Our team speaks your language and understands the regulations that affect your financial health.
Educating the Educators
Regulations don’t pause, and neither do we. Our FAAC credentialed team has worked inside institutions, so we know this space from every angle. We proactively share what’s changing through webinars, articles, and trainings, so you’re never caught off-guard.
Zero Project Drag
We run a tight ship. Reports are issued well before deadlines and shortly after fieldwork wraps. We’re hyper-focused on moving projects forward efficiently, so nothing sits, nothing stalls, and nothing surprises you at the end.
We’re available 365 days a year to keep you ahead of regulatory changes.
Meet Us at These Upcoming Events
Our team presents at multiple conferences annually. Stop by to hear our insights on Title IV compliance, Composite Scores, and regulatory changes.
Financial Aid Insights
Let’s Talk About Your Compliance Needs
Connect with our team to discuss how we can support your institution’s compliance and financial health.
