Title IV Audit Preparation: Accessing Audit Documentation via CORE File Pickup

Overview

When your school undergoes a Title IV compliance audit, your auditor will request a standard set of documents. Most of these are available through the CORE platform in the File Pickup bucket. This article explains what documents are typically requested, where to find them, and how to work with the CI Financial Aid Team when additional assistance is needed.

Common Audit Document Requests

How to Access Documents in CORE

1. Log in to CORE at solutions.campusivy.com.
2. Navigate to the File Pickup bucket (green bucket).
3. Update the search criteria start date to cover the audit period (e.g., set to June 1 for a June audit cycle).
4. All applicable reports uploaded by the CI team will appear. Download each file as needed.

Note: CORE is a secure portal used specifically because audit documents contain Personally Identifiable Information (PII). Documents are not sent by email for this reason.

Documents Uploaded by CI on Your Behalf

The CI Financial Aid Team uploads the following to CORE for your audit packet:

• Third-party servicer audit package
• FISAP and supporting documentation
• NSLDS reports (NSLDS submittal, OVP001, SCH07A)
• CI internal compliance survey and policies and procedures
• Student population report (includes verification flags, program names, enrollment status, transfer indicators)

Documents Your School Provides

• Institutional policies and procedures manual
• Sample student files (school-maintained records)
• Any institution-specific agreements or state approvals

When to Contact Support

If a document you need is not appearing in CORE File Pickup, or if you cannot open a downloaded file, submit a ticket to the CI Financial Aid Team. Include the specific audit item number and document name. The team can upload missing documents or schedule a walkthrough session to help you retrieve each item.

Related Topics

• FISAP submission and SAIG enrollment
• NSLDS reporting and COD reconciliation