Transcript Federal Update

Health Professions Loans,
Scholarships, and Reporting
EASFAA 2009 Annual Conference
May 19, 2009
Scholarship and Loan Program Managers
Health Resources and Services Administration
Bureau of Health Professions
Division of Student Loans and Scholarships
Campus Based Branch
Today’s Presentation
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Agency/Bureau Overview
Overview of Campus Based Branch Programs
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Health Professions Student Loan (HPSL)
Primary Care Loan (PCL)
Loans for Disadvantaged Students (LDS)
Scholarships for Disadvantaged Students (SDS)
Nursing Student Loan (NSL)
Nurse Faculty Loan Program (NFLP)
Electronic Handbook
Annual Operating Report (AOR) Edit Errors
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Bureau Overview
BHPr Mission:
Increase the population’s access to
health care by providing national
leadership in the development,
distribution and retention of a diverse,
culturally competent health workforce
that can adapt to the population’s
changing healthcare needs and provide
the highest quality of care for all.
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New Faces
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Mary K. Wakefield, PhD, RN
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Marcia K. Brand, PhD
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Acting Associate Administrator, BHPr
Sarah L. Richards
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Deputy Administrator, HRSA
Diana Espinosa
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Administrator, HRSA
Director, DSLS
Maureen J. Williams
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Chief Operating Director, DSLS
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Bureau of Health Professions
Office of Shortage
Designation
Office of Workforce
Policy and Performance
Management
Division of
Nursing
Advance Nursing
Education Branch
Diversity & Basic
Nurse Education
Branch
Division of
Medicine
and Dentistry
Primary Care
Medical Education
Branch
Dentistry,
Psychology
and Special
Projects Branch
Graduate Medical
Education Branch
2008
Reorganization
Program
Support Staff
Office of the
Associate Administrator
Division of Student
Loans and
Scholarships
Division of
Diversity and
Interdisciplinary
Education
Division of
Practitioner
Data Banks
Campus Based
Branch
Geriatrics &
Public Health
Branch
Policy and
Analysis Branch
Health Education
Assistance Loan
Branch
Area Health
Education Center
Branch
Research/Disputes
Branch
Diversity Branch
Operations and
Administration
Branch
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Primary Care Loan
Requires:
 Medical and osteopathic students
who receive these funds to practice
primary health care.
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Institutions to make a 1/9th
contribution based on PCL draw
down of Federal funds.
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PCL -- Requirements
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Not less than 50 percent of the school’s designated
graduates meet the criterion of either being in a primary
health care residency training program or being engaged
in the practice of primary health care; or
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Not less than 25 percent of the school’s designated
graduates meet the above criterion, and this percentage
is not less than 5 percentage points above the
percentage of such criterion for the preceding one-year
period; or
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The school in in the top 25th percentile of participating
PCL schools relative to the proportion of designated
graduates who meet the above criterion.
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Health Professions Student
Loan Program
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Established to alleviate the shortage of
health professionals and to assure that
qualified students were not denied a health
professions career due to lack of financial
resources.
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HPSL provides long-term, low interest loans
to full time students with financial need
pursuing a degree in health professions.
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Health Professions Student
Loan Program
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Initially funded through appropriations
from Congress is now maintained
through a revolving Federal Capital
Contribution (FCC).
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Institutions must make a 1/9th
contribution of Federal funds awarded.
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Eligible Disciplines
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Dentistry
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Optometry
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Pharmacy
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Podiatric Medicine
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Veterinary Medicine
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Loans for Disadvantaged
Students
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Provides financial assistance for health
professions students from disadvantaged
backgrounds with financial need.
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Funds are awarded to accredited schools of
allopathic medicine, osteopathic medicine,
dentistry, optometry, pharmacy, podiatric
medicine, and veterinary medicine.
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LDS – Eligibility Requirements
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Eligibility requirements:
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Recruit and retain disadvantaged
students;
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Recruit and retain minority faculty;
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Provide adequate instruction regarding
minority health issues;
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LDSEligibility Requirements, Continued
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Establish arrangements with clinics serving
individuals from disadvantaged
backgrounds;
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Establish linkages with feeder schools; and
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Offer mentoring programs to help individuals
from disadvantaged backgrounds obtain
health professions degrees.
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Scholarships for Disadvantaged
Students
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Established along with LDS to provide
scholarships to full-time students from
disadvantaged backgrounds that show
financial need and are enrolled in health
professions and nursing programs.
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Schools are responsible for selecting
scholarship recipients, making reasonable
determinations of need, and providing
scholarships that do not exceed the cost of
attendance (tuition, reasonable educational
and living expenses).
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Eligible SDS Disciplines
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Allopathic Medicine
Osteopathic Medicine
Dentistry
Optometry
Podiatric Medicine
Veterinary Medicine
Chiropractic Medicine
Pharmacy (Baccalaureate or Graduate)
Public Health (Graduate)
Dental Hygiene (Baccalaureate & Graduate)
Medical Laboratory Technology (Baccalaureate)
Speech Pathology (Baccalaureate & Graduate)
Registered Dietician (Baccalaureate & Graduate)
Radiologic Laboratory (Baccalaureate)
Audiology (Baccalaureate & Graduate)
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Eligible SDS Disciplines,
Continued
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Occupational Therapy (Graduate)
Physical Therapy (Graduate)
Clinical Psychology (Graduate)
Clinical Social Work (Graduate)
Marriage and Family Counseling (Graduate)
Rehabilitation Counseling (Graduate)
Gerontology Counseling (Graduate)
Mental Health Counseling (Graduate)
Associate Nursing
Baccalaureate Nursing
Graduate Nursing
Physician Assistant Training
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SDS Performance-based
Eligibility Criteria
Schools are eligible if they can demonstrate:
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10% disadvantaged enrollment in Academic Year
And
10% disadvantaged graduates in Academic Year.
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In addition, must have economically disadvantaged
students enrolled and graduated during the
reporting year.
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SDS Funding Priorities
To receive consideration for larger amounts of
funding, schools must have at least:
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50 percent of their graduates practicing in Primary
Care,
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10 percent of their graduates serving in Medically
Underserved Communities, or
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A percent of underrepresented minorities that is above
the national average for the discipline for which the
school is applying.
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Nursing Student Loan
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Established to alleviate the shortage of
nursing personnel and to assure that no
qualified student was denied the pursuit of a
nursing career due to lack of financial
resources.
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Provides long-term, low-interest loans to fulltime and part-time students pursuing a
course of study leading to a diploma,
associate degree, bachelor’s degree, or
graduate degree in nursing
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Nursing Student Loan
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The annual maximum amount a student
may borrow is $2,500. For students
enrolled in their last two years of study, the
annual loan maximum is $4,000. The
aggregate amount may not exceed $13,000
for all years of study.
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Repayment of loan begins 9 months after
leaving school.
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NSL Programs –
High Default Rates
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In accordance with the Campus Based
Branch loan program statute and regulations,
schools are required to:
 Meet a 5% default rate performance
standard on June 30th of each year, and
 Complete an AOR Report each year.
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Failure to maintain the default rate below the
5% rate results in probation, suspension, and
finally termination from program participation.
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Probation
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During the PROBATION period there are no
restrictions on the normal activities of the fund.
Rather, PROBATION puts your school on notice that
the program has a default rate over the 5% threshold
and that the school should work with its guarantor to
make reductions toward an acceptable default rate
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The school is generally given until December 31st of
the same year to achieve a 5% default rate or reduce
its ending default rate by 50%. If this default rate is
not met by December 31st, the school’s status in the
program will change from PROBATION to
SUSPENSION, effective January 1st of the next year.
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Suspension
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Programs placed in SUSPENSION are:
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Ineligible to receive new Federal Capital
Contribution (FCC) awards;
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Not authorized to draw down funds from the
Payment Management System (PMS); and
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Not authorized to make loan disbursements
from the loan fund.
Programs placed in SUSPENSION as of January 1st
must reach a 5% default rate or reduce their default
rate by 50% by June 30th of the new year.
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Termination
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Programs in SUSPENSION, which fail to achieve the
specified reductions, will automatically be
TERMINATED on July 1st of the new year.
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TERMINATED programs are barred from participation
in the Federal Capital Contribution program.
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The terminated program must remit funds back to the
Federal government in accordance with the guidance
procedures found in the Student Financial Aid
Guidelines.
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Nurse Faculty Loan Program
(NFLP) - Strategic Goals
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Promotes recruitment of nursing students
to become nurse faculty;
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Provides financial support for students
enrolled in an advanced education
nursing program to prepare qualified
nurse faculty; and
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Retains loan recipients as nurse faculty
by providing loan cancellation over a
consecutive four-year period.
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NFLP- Eligible Entity
Accredited collegiate school of
nursing or another entity within
that institution that offers a
graduate-level nursing degree
program preparing qualified nurse
faculty.
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NFLP Loan Fund
The NFLP fund may be used only:
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For the deposit of the FCC and ICC, or
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To make loans to students enrolled in a
master’s or doctoral nursing degree
program with an education component
that will prepare the student to teach.
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Student Requirements
NFLP students:
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Must enroll for a minimum of two
consecutive terms/semesters for each
year of NFLP loan support; and
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Must complete the specified
education component to prepare
qualified nurse faculty prior to
graduating from the program.
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NFLP Loan Provisions
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Students may borrow a maximum of
$30,000/year for no more than 5 years
of support.
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NFLP* loans may be used to cover
full/partial tuition, fees, books,
laboratory expenses, and other
reasonable education expenses.
* NFLP is not a need-based program.
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NFLP Loan Cancellation
Following completion of the education
program, NFLP loan recipients may
cancel up to 85% of the total NFLP
loan and interest over a consecutive
four-year period while serving as fulltime faculty at a school of nursing.
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NFLP Loan Cancellation,
continued
NFLP loan recipients may receive
cancellation of up to 85% of the loan
principal and interest.
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20% cancellation upon completion of
each 1st, 2nd and 3rd year of
employment as full-time faculty.
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25% cancellation upon completion of
the 4th year of employment as fulltime faculty.
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NFLP Interest Rates
NFLP loans bear interest at an
incentive rate of 3% per year,
beginning three months after
completion of the program.
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NFLP Interest Rates, continued
NFLP loans bear interest at the
prevailing market rate if the borrower:
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Ceases to be enrolled; or
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Does not establish employment as
nurse faculty or ceases to be
employed as nurse faculty over a
consecutive 4-year period following
the 9 month grace period.
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How to Apply
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Grants.gov application submission (Phase 1)
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SF 424 R&R
Checklist
EHBs application submission (Phase 2)
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Program Specific Form
Abstract and Narrative
Assurances
Required Attachments/Documentation
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Application for SDS
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SDS
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One Application per institution (campus)
Multiple Disciplines in one application
Separate subsection for each discipline
Application cannot be submitted until all
disciplines are completed
Authorizing Official approves and submit all
applications at one time
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Application for NFLP
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NFLP
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One Application per institution (campus)
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Authorizing Official approves and submits
the application
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SDS & NFLP Resources
Type
Purpose
http://www.hrsa.gov/grants/default.htm
Website
HRSA Funding Opportunities
and Application Guidance
Material
http://www.grants.gov or by phone at
1-800-518-4726
Website;
Phone
Grants.gov URL and phone
number for assistance with
application.
http://www.grants.gov/applicants/get_r
egistered.jsp
Website
Grants.gov Registration
https://grants.hrsa.gov/webexternal/ho
me.asp
Website
HRSA Electronic Handbooks
(EHBs) Login and Registration
http://www.hrsa.gov/grants/userguide.
htm
Website
HRSA’s Electronic Submission
Guide (HTML and PDF version)
HRSA Call Center
Phone;
Email
Assistance with electronic
application process in the
HRSA/EHBs. Program
questions should be addressed
to the Project Officer/Grants
Specialist.
Resources
Phone: 877-Go4-HRSA/877-4644772; or 301-998-7373 (9:00 AM to
5:30 PM ET M-F)
Email: [email protected]
HPSL, PCL, NSL & LDS will still be handled through the WRS.
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Reporting
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The Annual Operating Report (AOR) is
used to monitor and evaluate
institutional performance, and report
expenditures for the funds.
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The AOR is submitted annually and
covers the period from July 1st through
June 30th.
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Annual Operating Report (AOR)
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Demonstrates how schools allocate and
distribute loan funds to students during a
particular academic year.
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Provides accountability to the Department of
Health and Human Services (HHS) for schools
managing HHS student loan programs.
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Is available for annual submissions on July 1,
and must be submitted annually by August 15.
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AOR Edit Report
Where do I find the current AOR Edit
Error Report ?
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Web Reporting System at:
http://wrs.hrsa.gov
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Main Menu
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Where Are Common Errors?
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Page 1: Student borrower data section.
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Page 2: Cumulative and current year
cash balances.
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Page 3: Cumulative principal & write-offs.
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Page 5: Default rate.
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Page 6: Principal loaned & principal
repaid totals.
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SDS Performance/Progress
Report (SDSPR)
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Amount of disbursement
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Recipients number and their
racial/ethnicity breakdown
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Recipients that graduated during the
reporting year by racial/ethnicity
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Race and Ethnicity
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The AOR and the SDSPR will collect
race and ethnicity data following new
OMB requirements.
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Ethnicity will be collected separately
from race.
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Specific multi-race data will be collected.
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Race and Ethnicity (cont’d)
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Ethnicity:
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Hispanic or Latino
Non-Hispanic or Non-Latino
Race:
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American Indian or Alaska Native
Asian (not underrepresented)
Asian (underrepresented)
Black or African American
Native Hawaiian or other Pacific Islanders
White
More than one race
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Race and Ethnicity (cont’d)
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After data on ethnicity is entered, a
table will appear to allow you to input
data on race for each ethnic group of
students.
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The table will allow, but not require, you
to enter specific multi-race data this
year. The system will provide choices of
combinations of two, three, four or five
races.
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BHPr Scholarship and Loan Information
Website: http://bhpr.hrsa.gov/dsa
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Contact Information
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Jim Essel, Acting Branch Chief
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Denise Thompson, Project Officer, NFLP
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[email protected]
Lesa Bandy, Project Officer, SDS & LDS
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[email protected]
Christine Brazell, Project Officer, NSL
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[email protected]
[email protected]
Cynthia Johnson, Co-Project Officer, HPSL
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[email protected]
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Contact Information
BHPr Scholarship and Loan Managers
Health Resources and Services Administration
Bureau of Health Professions
Division of Student Loans and Scholarships
Campus Based Branch
New Address:
5600 Fishers Lane, Room 9-105
Rockville, MD 20857
[email protected] or 1-888-ASK-HRSA
Phone: 301-443-4776
Fax: 301-443-0846
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Thank You!