CVC Training & Support: College Student Services Staff

State Chancellor’s Office Communications & Ed Code Sections Relating to CVC Exchange

Resources for Student Services Professionals

Frequently Asked Questions

This document represents an ever-growing list of answers to the questions we receive most from financial aid, A&R, counseling and DSPS professionals regarding Exchange implementation. Answers are updated in real-time

Student Journey Through the CVC Exchange

This 5-minute video demonstrates how the CVC Exchange turns the entire course enrollment and admissions process into a 3-minute transaction.

The CVC Exchange: What it Means for Students, Colleges, and Student Services Professionals

Webinar and accompanying slides which introduce the Exchange, discusses its benefits, gives an implementation overview, and addresses several frequently asked questions.

Exchange Admin Dashboard

The resources in this section are in support of the Exchange Admin Dashboard, a tool for financial aid, admissions & records, and counseling professionals to validate students, monitor enrollments through the Exchange, and/or run reports.

User Guide for the CVC Exchange’s Admin Dashboard

The Admin Dashboard is a tool for financial aid and A&R professionals to monitor and validate enrollments through the Exchange. This comprehensive guide covers topics that include user management, reports, and inventory management.

Admin Dashboard – Logging-In, Profiles & Notifications

This four-minute video describes the process for logging into the dashboard, setting up your profile, and setting up auto-notifications. In it, the User Guide for the Admin Dashboard is referenced.

Admin Dashboard: Running, Filtering & Downloading Reports

This six-minute video briefly describes the process for running a variety of reports regarding students from your college taking classes through the Exchange. In it, the User Guide for the Admin Dashboard is referenced.

Admin Dashboard: Residency Validations for Admissions & Records Professionals

This five-minute video demonstrates how to quickly and easily validate Exchange student residencies through the Admin Dashboard.

Admin Dashboard: Enrolled and Dropped Reports

This four-minute video demonstrates how to run and download reports for students from your college who have enrolled in and/or dropped courses through the Exchange.

A Comprehensive Guide to the CVC Exchange Admin Dashboard

This 35-minute video covers the content in the above videos with a specific emphasis on contextualization around the User Guide for the Admin Dashboard for the CVC Exchange.

Resources for Financial Aid Professionals

Federal Financial Aid Consortium Agreement

The Federal Financial Aid Consortium Agreement is a written agreement between two or more Title IV eligible institutions enabling students to take coursework at different institutions simultaneously for the purpose of completing a degree while recognizing registration at each location for financial aid purposes. Required for Home College Readiness status.

Federal Financial Aid Agreement: Guide to Creating an Electronic Signature Account

This one-page document outlines the three simple steps involved to get your college ready to sign the Federal Financial Aid Consortium Agreement.

CVC Exchange Implementation for Financial Aid Professionals

Describes the Home College and Teaching College unit aggregation workflow for students enrolling in classes through the Exchange.

CVC Exchange Auto-Email Notification to Financial Aid Offices & Students

Email templates that notify financial aid staff when a student adds a class through the Exchange (and requests financial aid), or drops/withdraws from a class taken through the Exchange.

The CVC Exchange for Financial Aid Professionals

This hour-long presentation and associated slide deck introduce implementation of the Exchange specifically catered to financial aid professionals. It includes a brief overview of the Exchange, an introduction to workflows and the Exchange Admin Dashboard, and addresses several frequently asked questions.

Resources for Admissions & Records Professionals

The CVC Exchange for Admissions & Records Professionals

This hour-long presentation and associated slide deck introduce implementation of the Exchange specifically catered to admissions and records professionals. It includes a brief overview of the Exchange, an introduction to workflows and the Exchange Admin Dashboard, and addresses several frequently asked questions.

Resources for Counseling Professionals

The CVC Exchange for Counseling Professionals

This hour-long presentation and associated slide deck introduce implementation of the Exchange specifically catered to admissions and records professionals. It includes a brief overview of the Exchange, an introduction to workflows and the Exchange Admin Dashboard, and addresses several frequently asked questions.

Resources for DSPS Professionals

CVC Exchange Implementation for DSPS Professionals

This one-page document discusses the DSPS-related considerations for students enrolling through CVC’s Exchange.

The CVC Exchange for DSPS Professionals

This hour-long presentation and associated slide deck introduce implementation of the Exchange specifically catered to DSPS professionals. It includes a brief overview of the Exchange, an introduction to workflows and the Exchange Admin Dashboard, and addresses several frequently asked questions.