Transcript Residency in Practice

TASFAA, Fall 2012
Jane Caldwell
Texas Higher Education Coordinating Board
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Session begins on second Tuesday in January
Regular Session lasts 140 days
Every program begins the session with a $0
appropriation for the next biennium. Allocations
are negotiated during the Session.
When spring allocations are announced for fall
2013, they will be ESTIMATES.
Packaging based on those estimates will be done
at the school’s risk.
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Law: TX Education Code, Ch. 61, Subchapter F
Rules: TX Admin Code, Title 19, Ch 22, Subchapter B
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Texas resident or National Merit Finalist
Enrolled least ¾-time*
Paying more tuition than he/she would pay at a public
institution
Not be receiving an athletic scholarship
Show financial need
Register for Selective Service, or be exempt
Enroll in first associate’s degree, first baccalaureate,
first master’s or first doctoral degree.
*fewer hours acceptable under hardship
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Meet basic requirements for First Award
In first year in program, meet the SAP
requirements of the institutions*
In second or later year in program, meet program
requirements*
◦ 75% completion rate
◦ Minimum overall GPA of 2.5 on a 4.0 scale
◦ Complete a minimum of 24 hours (undergraduates) or 18
hours (graduate student
*PJ can be basis for allowing award to person who fails to
meet these requirements due to hardship or other good
cause
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Each school must adopt a hardship policy,
available for student view upon request
Hardship conditions include, but are not limited to:
 Severe illness or debilitating condition
 Responsibility for caring for a sick, injured or
needy person;
 Less than ¾-time enrollment required to complete
the degree
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An undergraduate’s eligibility for TEG ends as of
the 5th anniversary of the start of the term in in
which the student received his/her first TEG if the
student is enrolled in a 4-year degree plan; on the
6th anniversary if the student is enrolled in a
degree plan of more than 4 years.*
A graduate may continue to receive TEG as long
as he/she is meeting program requirements.
*Hardship can be the basis of an extension.
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Maximum award is the least of the following:
◦ Student’s need
◦ Tuition differential
◦ Program maximum announced by CB ($3,518 in FY13),
unless student has exceptional need (EFC <=$1,000), in
which case maximum is $5,277.
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Tuition differential = your tuition less the tuition of
a comparable public institution. (CB provides
calculations for comparable schools.)
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Awards must be reduced if the student is taking
less than a ¾ load due to hardship.
If enrolled ½-time: max = 50% max award for
semester*
If enrolled less than ½-time; max = 25% of max
award for the semester*
*Prorated award cannot exceed the student’s need
or tuition differential for the hours taken.
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Fall of each term: TEG Need Survey, used to
estimate the amount of TEG the institution could
award if the program were fully funded.
Fall 12 survey/instructions sent out September 24.
Results due to the CB by November 7.
New, this year! Spreadsheet used to submit
student data is pre-formatted to run edits and
identify errors so you can correct them before
submitting your report!
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Each spring: TEG End-of-Year Report, used to
confirm that each student receiving an award met
program eligibility requirements; that aggregate
amounts issued are reconciled between CB and
institution.
Instructions sent out @ April 20.
Reports due, certified, by June 15.
List of SSNs that do not match CBM001 reports is
provided as ‘warnings.’ Must be explained in the
fall when the FADS report is submitted.
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Following fall: Financial Aid Database Report,
used to report all students receiving or applying
for aid during the previous year.
Net amounts issued are again reconciled between
CB and institution.
SSNs that do not match CBM001 records must be
explained.
FY12 reports are being accepted now.
Data must be certified by December 3.
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Law: TX Education Code, Ch. 56, Subchapter E
Rules: TX Admin Code, Title 19, Ch 21, Subchapter M
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Eligibility requirements:
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Be classified as a Texas resident
Be enrolled at least half-time
Register for Selective Service or be exempt
Show financial need
Be lawfully eligible to work in the United States
Not be receiving an athletic scholarship
Not be enrolled in a seminary or other programs leading
to a license to preach for a religious sect;
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Matching requirements:
◦ Non-profit employer must provide 25% of the student’s
earnings plus other employment benefits*
◦ For-profit employer must provide 50% of the student’s
earnings plus other employment benefits
*If the institution is the employer and has a federal
Title III or Title V waiver from the matching
requirement, the school is exempt from the
matching requirement for state work-study if it
provides the CB a copy of the federal waiver.
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To request TEG funds, complete the Funds
Request Form and submit it to the Grants/Special
Programs Office at the CB.
The CB then submits a voucher to the State
Comptroller’s Office, asking for funds to be
transferred to the school via EFT, and sends
institution email of date/amount of EFT deposit.
Funds received by the school are disbursed to the
student or applied to the student’s account within
5 working days.
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Institutions are issued their annual allocation of
WS funds at the beginning of the state fiscal year.
The goal is to have the funds available at your
campus for paying student salaries as they are
earned.
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If you end up unable to use all your TEG or TCWS
funds, you may contact our office and arrange to
transfer 10% of your funds (not to exceed
$10,000) to the other program.
Example: ABC university needs more work-study
funds. It was allocated $1,000,000 in TEG. Since
10% of $1,000,000 is $100,000, the school can
release up to $10,000 in TEG and receive that
same amount in additional TCWS.
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Subscribe to the Grants and Special Programs email
distribution list! It’s the best way to receive memos,
announcements, and reminders of approaching
deadlines. To subscribe, go to:
http://lists.state.tx.us/mailman/listinfo/txgnsp-l
Contact us at:
Grants and Special Programs
512-427-6340 (Austin metro)
800-242-3062 (outside Austin metro)
[email protected]
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You no longer need a password to access the website.
You can access it simply by going to the following
link:
http://[email protected]/apps/Spe
cialPrograms
Visit this site to access recent memos, training
materials, rules, Q&A’s, and program regulations
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…for your help in administering these programs.
Your students are fortunate to have you working on
their behalf.
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