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State Financial Aid Processing Schedule Update Memo

State Financial Aid Webcast 2020 November 17 regarding CAL and TASSP Processing: Application to Disbursement

The purpose of this user guide is to provide instructions on how to make updates after completing certification for the College Access Loan (CAL) and Texas Armed Services Scholarship Program (TASSP) on the HelmNet Online portal.

For compliance and security purposes, institutions are required each year to verify the Texas Higher Education Coordinating Board's (THECB) list of designated portal users. The required steps to complete this annual review is listed in this memo.

The purpose of the Online Reporting feature within the HelmNet portal provides institutions a secure method to run and export real-time data for the College Access Loan (CAL), Texas Armed Services Scholarship Program (TASSP), and B-on-Time (BOT) programs. Administrators can access program summaries as well as borrower-specific details from application to final disbursement.

Each year institutions must conduct a User Access Review of the secure web portals that transmit FERPA-regulated information between institutions and the Texas Higher Education Coordinating Board (THECB).

Financial Aid Services (FAS) requires an annual User Access Review for the secure web portals used to transmit information between institutions and the Texas Higher Education Coordinating Board (THECB). The three main financial aid portals include: Higher Education Loan Management System (HelmNet), Coordinating Board Pass (CBPASS) and MOVEit DMZ. These web portals allow staff at the institution to access FERPA regulated information. For compliance and security purposes, institutions are required to ensure that designated portal users are accurate and up-to-date.