Transcript Document

2013 PASFAA Conference
State Grant and Special Programs Update
Christine Zuzack
PHEAA’s 50th Anniversary
PHEAA’s 50th Anniversary
• Over $9.0 billion for Pennsylvania State Grant
• Over 6 million State Grant individual awards to
students
• Created nation’s first unsubsidized federal
student loan in 1984
• In 2009 became one of four TIVAS as Federal
Loan Servicing (FLS)
2013-14 State Appropriations
Program
State Grant*
2012-13
2013-14
Request
2013-14
Approved
$344.88
$362.132
$344.888
IAG
24.389
25.608
24.389
Matching Funds
12.496
13.121
12.496
.534
.534
.534
1.525
2.000
1.525
.047
.047
.047
2.246
2.358
2,246
Bond-Hill Scholarship
Cheyney Keystone
Blind or Deaf
Act 101
Washington Internships
*PHEAA provided $75 million in Agency resources in 2012-13 and 2013-14
.350
SG Purchasing Power
2014-15 State Appropriations
Program
State Grant*
2013-14 Approved
2014-15 Request
$344.88
$362.132
IAG
24.389
25.608
Matching Funds
12.496
13.121
.534
.534
1.525
2.000
.047
.049
2.246
2.358
Bond-Hill Scholarship
Cheyney Keystone
Blind or Deaf
Act 101
Washington Internships
.350
*PHEAA provided $75 million in Agency resources in 2013-14 and has
committed $25 million for 2014-15
2013-14 State Grant Program
• Maximum award increased to $4,363.
• Minimum award is $500 for all institutional types
and locations.
• New distance education definitions and
monitoring by term are required beginning with
the 2013-14 award year.
• Term-by-term credit reporting required for all
students.
2013-14 State Grant Program
• Effective with the 2013-14 academic year,
schools must report all credits for which the
student was registered at the time that the State
Grant award was posted as a valid credit to the
student’s account.
• Credits must be differentiated between online
and classroom and a value must be provided for
each field even if it is a zero. THIS APPLIES TO
ALL STATE GRANT RECIPIENTS.
2013-14 State Grant Program
Distance Education Pilot Program
• The Governor signed House Bill 1141 (Act 59)
authorizing the implementation of the 5-year DE
Pilot Program for which PHEAA approved an
allocation of $10 million from the agency’s
business earnings to fund the Program for
2013-14.
• Enhanced student and institutional reporting
required of all participating schools.
• 55 participating schools for 2013-14
Distance Education Pilot Program
Distance Education Pilot Program
Partner Interface
• New web-based State Grant product for program
management
• New features being released:
 Filtering ability
 Self-service reporting
 School change request
 Print functionality
Partner Interface Training
http://pheaa.org/partner-access/training/index.shtml
Education is of the utmost importance to us here at PHEAA. That is why we want to ensure that our
school partners have the highest quality training available in one easy-to-use location. From this page
you will be able to:
•
•
•
Review specific training topics
View training events
Sign up for educational workshops
Partner Interface Training
Let us help you keep current with the latest tools for postsecondary schools to report and verify key
components used in evaluating eligibility and disbursement for State Grant awards.
Partner Interface
• Carol Gill and Pat Heer will lead a Partner
Interface session Tuesday morning at 8:00 am
(Session 23) on new enhancements to this
product
• Training materials also available online
Gift Aid Policy
• The PHEAA Gift Aid Policy eliminated beginning
with 2013-14 award year
• Schools no longer required to perform separate
gift aid test for State Grant but must abide by
Title IV over-cost/over-need regulations if
applicable. Treat like Federal Pell Grant.
• You may counsel a student to cancel the State
Grant award to save eligibility for a future term.
Must be in writing from the student.
Gift Aid Policy
Value of 2011-12 and 2012-13 Gift Aid
Cancellations by Family Income
Blue = 2011-12 Red = 2012-13
Tuition Scholarships
• How tuition and institutional scholarships are
handled by the school impacts State Grant
eligibility
• Tuition charges must be reflected on the
student’s account to be used in calculating the
State Grant cost of attendance
Tuition Scholarships – Student 1
Fall Term Charges
Tuition
Fees
Fall Term Credits
$15,000.00
$500.00
Room
$5,000.00
Board
$2,500.00
Institutional Scholarship
$15,000.00
State Grant
$4,363.00
Educational Loan
$5,000.00
TOTAL
Refund
$23,000.00
$1,363.00
Tuition Scholarships – Student 2
Fall Term Charges
Fees
$500.00
Room
$5,000.00
Board
$2,500.00
State Grant
$0.00
Educational Loan
TOTAL
Balance Due
Fall Term Credits
$5,000.00
$8,000.00
$3,000.00
Tuition Scholarships
College Costs A
Tuition
College Costs B
$30,000
-
Fees
$1,000
$1,000
Educ Exp Allowance
$4,000
$4,000
Books
$1,000
$1,000
TOTAL
$32,000
$6,000
For a 10000 EFC
State Grant Award
$4,363
Reject M
SG Participation Agreements
• New State Grant Participation Agreements will
be sent to all SG participating institutions
• Forms must be signed and returned to PHEAA
• 2015-16 cut-off date for awards if agreement not
returned
State Grant Advisory Committee
• Cross-section of financial aid representatives
• Reviews State Grant policies and issues
• PASFAA representatives for 2013-14
 Cheryl DePaolis
 Matt Stokan
 Joe Alaimo
• Next meeting October 29, 2013
2014-15 EFC
Parent1/Parent2
• New federal definition of parent excludes terms
“mother” and “father.” 2014-15 State Grant
Form (SGF) being revised for the “living
situation” and “employment status” questions to
accommodate this change.
• For State Grant purposes, no re-evaluation of
eligibility for refilling three previous years of
federal tax returns.
• The FAFSA is the State Grant application
2014-15 EFC
• Changes in the “Education Savings and Asset
Protection Allowance” may result in increased
EFCs.
Award Year
Parental Age
Asset Protection
Allowance
2012-13
44
$40,300
2013-14
44
$35,400
2014-15
44
$30,000
2014-15 Federal Pell Grant
• The announced maximum award for the 201415 Federal Pell Grant is $4,785, a $140 increase
over the 2013-14 award.
2014 High School Seniors
FAFSA Completion Project
• New federal program to provide information to
high schools on students who have completed a
FAFSA.
• Optional for state grant agencies
• Limited information can be shared with schools
• 2015-16 is earliest award year for meaningful
participation
PA-Targeted Industry Program
• 2013-14 is second year for PA-TIP
• Funded with $5.0 million of PHEAA resources
• Part-time students permitted at non-profit and
public institutions for 2013-14.
• Schools can still apply for 2013-14 participation
until December 31, 2013.
• In 2012-13 there were 60 participating schools
and 1,281 students received a PA-TIP award
• Average award = $3,465
Work Study Programs
• FWSP-ON and FWSP-CS
 Level funding and limited carry forward limits program
expansion
• State Work Study Program (SWSP)
 Schools and employers interested in participating in
SWSP for the summer of 2014 must apply by June
30, 2014.
IAG
• There are 88 institutions participating in the
Institutional Grant Program
• The per capita for 2012-13 is $544
• The estimated per capita for 2013-14 is $526
Pennsylvania Internship Program Grants
• Provides funds to students who participate in
internships through The Washington Center for
Internships and Academic Seminars
• Check their webpage for additional information
 www.twc.edu
Special Programs
• 2013-14 is last year for GEAR-UP awards
• Expect the 2013-14 is the last year for NETS
awards – only 30 anticipated recipients for this
year.
• EAP annual maximum award for 2013-14 is
$6,622 ($3,311 per semester).
• PATH funds from partners must be disbursed to
the school
• Act 101 has 35 participating institutions for
2013-14
Contacts
• Mailboxes:
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 [email protected]
 [email protected]
 [email protected]
 [email protected]
 [email protected]
 [email protected]
 [email protected]
• Telephone: 800.443.0646
[email protected]
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Questions/Comments
Christine Zuzack
• 717.720.2368
• [email protected]