Transcript Agency PowerPoint Template

2014 PASFAA Spring Training
State Grant and Special Programs
Christine Zuzack
2014-15 Appropriations
2013-2014
Budget
2014-2015
Board
Request
2014-2015
Governor’s
Proposals
Percent Change
from 2013-2014
to 2014-2015
$344.888
$362.132
$344.888
0%
Institutional Assistance
Grants (IAG)
Matching Funds
$24.389
$25.608
$24.389
0%
$12.496
$13.121
$12.496
0%
Higher Education of the
Disadvantaged (Act 101)
Higher Education of Blind or
Deaf Students
Pennsylvania Internship
Program Grants
Ready to Succeed
Scholarships
Co-Administered
$2.246
$2.358
$2.246
0%
$0.047
$0.049
$0.047
0%
$0.350
n/a
$0.000
-100%
n/a
n/a
$25.000
100%
Bond-Hill Scholarship
Cheyney Keystone Academy
$0.534
$1.525
$0.534
$2.000
$0.534
$1.525
0%
0%
$386.475
$405.802
$411.475
6.37%
PHEAA Administered
State Grant Program
Total
2014-15 Appropriations
PHEAA will finalize their 2014-15 supplements
based on available revenues at the June 2014
Board of Directors meeting. Current expectations
are:
• PA State Grant Program: $75 million
• State Grant Distance Education Pilot: $10 million
• PA-TIP: $6 million
State Grant Purchasing Power
SG & Pell Grant Purchasing Power
Max State Grant & Pell Award* Purchasing Power (as % of Tuition & Fees) 2008-09 through 201415, including the PHEAA supplements from 2011-12 through 2014-15
Award Average as % of Tuition & Fees
120%
100%
100.0%
80%
81.4%
80.4%
60%
66.6%
65.2%
59.3%
PASSHE
Community Colleges
49.4%
49.3%
BTT
2YR Private
State Related
40%
All Pennsylvania Institutions
27.2%
20%
0%
Nursing
Total Program
4YR Private
* Where EFC = 0.
** 2014-15 projected State Grant values are based on the Governor's recommended appropriation.
2008-09
2009-10
2010-11
2011-12
Academic Year
2012-13
2013-14
2014-15**
2014-15 SG Awards
• Award to be determined at the April 24 Board of
Directors meeting.
• Public announcements of awards will be made
shortly thereafter.
• Estimator Program will be updated with 2014-15
award parameters.
2014-15 COTW
• All institutions must submit their anticipated
2014-15 costs through ALEC.
• Due date for submission of information is April
14, 2014.
• 2013-14 costs will be used for those schools that
do not provide updated information.
State Grant Transactions
• Selected SG update transactions and online reports will
be phased out January 1, 2015 and replaced with the
Partner Interface. These include:
» SCHG (FG11)
» ECHG (FG5T)
» ACTN (FG5Y)
» GPAD (FG77)
» GAPS (FG5K)
• The paper reports for GPAD and GAPS will continue to
be generated on PageCenter
State Grant Transactions
• Partner Interface Replacement Transactions:
CMWeb Conversion to MFG
• New web-based file transfer system called My File Gateway (MFG)
will enhance data security.
• Log into MFG using your unique CG Number (RACF ID) and
password (RACF password).
• New users must request access to MFG via BPAMS for Web File
Transmissions to add that user to the mailbox group.
• MFG documentation can be found at https://sfweb.pheaa.org.
• All external users of CMWeb must be converted to MFG no later
than June 30, 2014. On this date, CMWeb will be removed from the
server.
State Grant Uncashed Refunds
What is the correct action if the school has
correctly disbursed State Grant funds and issued a
refund check, but the refund check remains
uncashed?
• Based on the fact that the money distributed is
considered to be a refund of previously paid student or
other funds and not the State Grant funds, (i.e. money is
fungible and we don't consider the refund to be
attributable to the State Grant Funds but overpayment of
other amounts) the funds are basically the students.
State Grant Uncashed Refunds
• The school needs to insure compliance with the Commonwealth's
unclaimed property law. Monies that are not claimed by an individual
but held by a third party must be turned over to the Bureau of
Unclaimed Property after the designated holding period.
• The school would have to report the funds in the name of the
student. The amount needs to be paid to the Pennsylvania Treasury
attributable to the individual who did not cash the check.
• The school needs to check with their lawyers or consult with the
Bureau to insure compliance with the unclaimed property law and
turn over the funds to Treasury after the holding period has expired.
• Additional information at
http://www.patreasury.gov/unclaimedProperty.html
2014 Summer State Grants
• Student applications available from March 15
through August 15
• Email notifications can be sent to your students
concerning the availability of the summer
application
» All 2013-14 and 2014-15 applicants with a valid email
address
» Contact [email protected]
• SUMMER STUDENT GRANT APPL identifies
applicants in PageCenter
2014 Summer State Grants
• Students must be enrolled for at least 6 credits
spanning 8 weeks of attendance
• Non-consecutive “mini-terms” may be combined
to achieve the 8 week minimum enrollment
period
• All information necessary to complete the
Summer 2014 application must be received by
October 31, 2014
2014 Summer State Grants
2014 Summer User
Guide available on
the Document Library
2014 Summer Term Changes
Distributed in
March
2014 Summer Term Changes
Summary of changes
•
•
•
•
•
•
Summer 2014 outstanding disbursement rosters, reconciliation rosters,
and/or refunds will prevent academic year disbursements effective October
31, 2014.
Based on historical usage patterns, an adjustment percent of net funds due
for the Summer term will be applied to all Pennsylvania schools.
All schools will be required to certify a Summer 2014 pre-disbursement
roster before the Summer 2014 disbursement roster is generated
Although eligibility announcements to schools and students begin in late
May, Summer term disbursements will not be available until after passage
of the Commonwealth budget (June 30, 2014 anticipated date.)
All schools will be required to certify a reconciliation roster for the Summer
term
The refund deadline for the 2014 Summer term is changed to
October 31, 2014 (currently published as November 15).
Distance Education Pilot Program
• In July of 2013, legislation passed to permit
PHEAA to offer a State Grant Distance
Education Pilot Program for five years.
• Current regulations and policies limited distance
education programs and enrollments for
students.
• PHEAA provided $10 M in funding for 2013-14.
• There are currently 77 campus locations
participating in the Pilot for 2013-14.
Distance Education Pilot Program
• There will be some funds available for 2014
Summer awards for students participating
through the DE Pilot Program.
• Should apply for a Summer award using the SG
Summer Application available in Account
Access.
• Specifics on the Summer nomination process
will be forthcoming.
Distance Education Pilot Program
• Applications for new schools to apply for
participation in the DE Pilot for the 2014-15
award year will be available May 1, 2014. The
due date for submission is July 1, 2014.
• A new disbursement process for 2014-15 will
separate funds disbursed for DE Pilot students
from those for regular SG recipients.
• Disbursement processing for 2014-15 will be
through the Partner Interface.
Master Agreements
• To participate in the PA State Grant Program
effective with the 2015-16 award year, a school
must complete a Master Agreement and
Schedule A.
• Must have two original versions returned to
PHEAA signed by an “authoritative” source.
• The legal name of the school must be entered
on the documents.
“Satisfactory Character”
Schedule A 2(b) is modeled after 24 P.S. §5158.2.
•24 P.S. §5158.2 requires institutions to report to PHEAA the name and
address of any students who are PA residents:
a. who are expelled, dismissed or denied enrollment for refusal to
obey a lawful regulation or order of any institution of higher education,
which refusal contributed to a disruption of the activities,
administration or classes of the institution.
b. of whom the institution has knowledge that has been convicted of
any offense committed in the course of disturbing, interfering with or
preventing, or in an attempt to disturb, interfere with or prevent the
orderly conduct of the activities, administration or classes of an
institution of higher education
“Satisfactory Character”
c. of whom the institution has knowledge that has been convicted of a
criminal offense which, under the laws of the United States or the
Commonwealth, would constitute a misdemeanor involving moral
turpitude or a felony.
“Satisfactory Character”
As the institution’s obligation is a statutory requirement, §2(b) does not
add any additional obligations on the institution.
2. For clarification:
• the reporting requirements only apply to those students who are
approved to receive/are receiving PA State Grant aid.
• FERPA 34 CFR § 99.31 allows schools to disclose information
for financial aid eligibility determination for a student.
• “Moral Turpitude”. Because of their licensing of teachers, the
Pennsylvania Department of Ed has compiled a specific list of crimes
that have been adjudicated as a crime of moral turpitude. Check PDE
website for additional information.
“Satisfactory Character”
PHEAA’s use of the information
•24 P.S. §5158.2 states that PHEAA may deny financial
assistance to any student who is subject to the above.
•22 Pennsylvania Code §121 requires
applicants/recipients to have and maintain satisfactory
character. The regulation states that PHEAA may consider,
among other factors, convictions of misdemeanors of the
first, second or third degrees.
“Satisfactory Character”
• Reporting mechanism being developed for
schools in Partner Interface using the “special
request” feature.
• New fields on the student display will indicate
reason for reporting and date of school
knowledge.
SG Credit Reporting
• New credit reporting requirements introduced for 2013-14
• There is a Page Center Report to assist you with this requirement
labeled “Attempted Credits for 2013 Academic Year” (PageSet
LWS43LWS43R2)
• Information due by June 30, 2014
• Training materials available at http://www.pheaa.org/partneraccess/training/state-grant-training.shtml
» 2013-14 Credit Report Presentation
» 2013-14 Credit Reporting Q&As
» State Grant Credit Reporting Tips
» Attempted Credit Report
State Outcomes Reporting
• Virginia
» http://research.schev.edu/apps/info/Reports.Guide-to-theRetention-and-Graduation-Reports.ashx
• District of Columbia
» http://osse.dc.gov/publication/dc-tuition-assistance-grant-dc-tag10-year-accomplishments-report
• Indiana
» http://www.in.gov/che/files/2014_Completion_Report_Full_Repor
t.pdf
• West Virginia
» http://www.wvhepc.com/wpcontent/uploads/2013/12/Financial_Aid_Report_2013.pdf
SG Certification Workshops
• The 2014-15 State Grant Certification
Workshops will be scheduled and registration
information released soon.
• Full day program based on school feedback.
• Format of the Certification Procedures changing
to a State Grant Handbook with certification
procedure chapters dedicated to specific topics,
i.e. school eligibility, student eligibility, cash
management, etc.
Mailing to High School Seniors
Mailing to High School Seniors
Email to Renewals
Ready to Succeed Scholarships
• Governor Corbett announced the Ready to
Succeed Scholarship Program (RETSS) in his
budget address on February 4.
• The purpose is to make college more affordable
and to reduce student loan indebtedness.
• $25 million in funding for the 2014-15 award
year
• PHEAA working with the PA Department of
Education on program parameters
Ready to Succeed Scholarships
• Targeted for students who demonstrate
academic merit from families with annual
incomes not exceeding $110,000
» A definition of “merit” for entering students and
enrolled students is still under discussion
• Full-time students could receive up to $2,000
and part-time students up to $1,000
• Legislation and funding necessary for program
implementation
Ready to Succeed Scholarships
• Will use many of the State Grant Program
eligibility criteria except financial need and
academic merit
• If legislation and funding approved, look for
institutional application for 2014-15 participation
PA-TIP
• The 2014-15 school application deadline is
December 31, 2014.
• The 2014-15 student application deadline is
March 31, 2015
• The Graduation Date Report is important!
• Three eligible core industries:
» Energy
» Advanced Materials and Diversified Manufacturing
» Agriculture and Food Production
2014 Summer SWSP
• Summer 2014 work period extends from May 11
to August 16.
• Student deadline for application is June 30
• Employer deadline for application is June 30
Chafee Education & Training Grants
• Federal program for youth aging out of foster
care.
• New student application deadline for 2014-15 is
March 31, 2015
• Current maximum annual award is $4,000.
• Certification of awards is important to expend all
funds and service as many students as possible.
Discontinued Programs
• No GEAR-Up awards for 2014-15
• 2014-15 NETS awards only to prior year
recipients who are continuing in an eligible
program of study.
• Reporting requirements still in place for prior
NETS recipients.
Training
Go to: http://www.pheaa.org/partner-access/training/index.shtml
Contact Information
• Mailboxes:
 [email protected]
 [email protected]
 [email protected]
 [email protected]
 [email protected]
 [email protected]
 [email protected]
 [email protected]
• Telephone: 800.443.0646
[email protected]
■ [email protected]
■ [email protected]
■ [email protected]
■
Questions?
• Christine Zuzack
Vice President
State Grant and Special Programs
717.720.2368
[email protected]