Map a provider’s policies against Title IV, Title IX, and student-record duties
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Set each policy the lawyer supplies beside the standard the lawyer names and list the policy sentence that addresses it, or note that the policy has no sentence on that point. Do not rewrite the policy.
- What the lawyer must review
- 34 C.F.R. § 668.16: to begin and continue to participate in any Title IV, HEA program, an institution must demonstrate to the Secretary that it is capable of adequately administering that program. Paragraph (a) requires administration in accordance with the statutory and regulatory provisions. Paragraph (b)(1) requires a capable individual responsible for administering all Title IV programs in which the institution participates. 20 U.S.C. § 1681(a): no person in the United States shall, on the basis of sex, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any education program or activity receiving Federal financial assistance, except as that section provides. 20 U.S.C. § 1232g and 34 C.F.R. § 99.31 govern education records and the disclosures that may be made without prior consent. The lawyer decides which standard applies to which policy. Formal Opinion 512 and Rule 1.6: student records do not go into a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
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