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Work through the ESA compliance checklist

A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.
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How to work through the ESA compliance checklist

  1. 1Click Reports under Administration in the sidebar
  2. 2Click Compliance checklist on your program's tuition worksheet card (shown only for the school's own state)
  3. 3Check the Refund & reimbursement policy card — if it says Not on file, click Add the policy
  4. 4Read the deadline cards, each with a countdown that turns red once the date has passed
  5. 5Where the program has a withdrawal clock, read the banner and click Mark reported once the withdrawal is filed; where it has none (Texas), read the Enrollment reverification gates instead
  6. 6Read the Scholarship students roster and its Program student ID column — a missing ID is added on the award
  7. 7Use the buttons under the roster: Tuition worksheet CSV, Manage awards and Scholarship receivables
  8. 8Read Program requirements and their statute citations

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

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Next in this group

Print the tuition and fees disclosureAdmins
Build the AUP evidence pack for your auditorAdmins
Run Texas TEFA complianceAdmins
Run Iowa Students First ESA complianceAdmins

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