Transcript Slide 1

2015 PASFAA Spring Training
PA State Grant and Special Programs
Update
Christine A. Zuzack
Vice President, State Grant and Special Programs
PHEAA
Appropriations
2015-16 Proposals
Governor Wolf proposes three new
programs for PHEAA to fund:
• Dual Enrollment
• STEM Scholarship
• Primary Care Physician Loan Forgiveness
2015-16 Proposals
6.6% state sales tax on text books
 6.6% state sales tax on student fees

◦
◦
◦
◦
Meal plans
Student activity fees
Technology fees
Other non-tuition fees
Tuition and room charges not included
 Effective January 1, 2016, if approved

2015-16 State Grant Program
2015-16 Early Estimator released in
February
 SGAC meets April 9
 Formula set on April 23 by PHEAA Board
of Directors
 Conditional awards announced May 1
 Final awards announced with budget
passage

2015-16 Cost on the Web
Released to schools on March 16
 Due to PHEAA on April 15
 Provide room and board amounts for
statistical purposes.

2014-15 State Grant
Reminder: April 1st Student Reconciliation
Deadline
 Generally, reinstatement or reconsideration of 2014-15
State Grant awards that result in increased awards are
NOT permitted if requests are received after April 1,
2015, or 35 days after the Agency’s last request for
information for the 2014-15 Academic Year.
2015 Summer SG Awards
2015 Summer State Grant application
available March 16
 Deadline for submission is August 15,
2015
 Schools do not have to participate in the
Summer State Grant Program.

2015 Summer State Grant
“SUMMER STUDENT GRANT APPL” is weekly
PageCenter report of students filing a 2015
Summer application for your school
 Initial report available March 16 and ends midSeptember.
 List is cumulative and alphabetical: asterisk
identifies new students

2015 Summer State Grant

At the school’s request, PHEAA will send
email messages to students informing
them of availability of the Summer SG
application.
2015 Summer State Grant
All institutions must submit a PreDisbursement Roster
 Institutions receive a percentage
reduction on disbursements based on
past 3 year fund utilization history.
 New for 2015, if number of 2014 Summer
awards less than 15 students, 100% of
funds will be disbursed.

2016 Summer State Grant

If an institution chooses not to participate
in the Summer SG Program:
◦ Send letter between December 1, 2015 and
January 31, 2016
◦ Reaffirm on 2016-17 COTW

This is universal for all students in all
programs.
2016-17 State Grant
Completed Master Agreement and
Schedule A for the State Grant Program
are due in November 2015 for 2016-17
program participation.
 Reject F – school not approved for the
State Grant Program – will result without
appropriate forms on file

State Grant Training

Contact State Grant Staff:
 Email [email protected] or
 Call 1-800-443-0646, Option 3, Option 1
 Reserved for Financial Aid Administrators

Resources
 www.PHEAA.org/training
 Tutorials, Webinars, User Guides, etc.

State Grant Certification Workshops
◦ Look for announcement of times and dates
FAFSA Outreach
Pennsylvania participating in the USDE
FAFSA Completion Initiative
 Selected FAFSA data may be shared with
high school, school districts, and affiliated
non-profit college access groups

FAFSA Outreach

Emails to renewal students with remaining
eligibility
FAFSA Outreach

Postcard to high school graduates who
received the Funding Your Future brochure
in December
Compliance Services
PHEAA Program Review staff will
incorporate administrative capability in
future program reviews.
 Items include:

◦ Timeliness of roster return
◦ Timeliness of refunds
◦ Other administrative reqirements
SG Outcomes Study
SG Outcomes Study
SG Outcomes Study

Median Annual Household Income
• Cohort = $42,904
• Dependent Cohort Students = $46,120
• Independent Cohort Students = $13,790
• All PA Residents = $52,267
• All U.S. Residents = $53,046

Average Annual Tuition and Fees
• Cohort = $14,319
• Dependent Cohort Students = $14,754
• Independent Cohort Students = $10,006
SG Outcomes Study
SG Distance Education Pilot
Institutional applications for new schools
that would like to participate available in
May and due July 15, 2015
 Summer awards are available for 2015.
 2014-15 AY Reconciliation Rosters
available April 1 and due June 1.

SGDEPP
Ready to Succeed Scholarship
New program for 2014-15
Eligibility Requirements:





Annual family income not to exceed $110,000
Meet all State Grant Program eligibility requirements with the
exception of financial need
Achievement of second year status
Earned a cumulative Grade Point Average (GPA) of at least 3.25
Full-time award cannot exceed $2,000 in combination with the
State Grant award.
Ready to Succeed Scholarship
63,847 students meet the income guidelines and did not have a SG over the
tolerance levels.
Ready to Succeed Scholarship
PHEAA will be cancelling a specific selection of
uncertified RTSS awards on May 29, 2015.
 These cancelled awards will be those that have been
available for certification for at least 60 days as of May
29, 2015, but have remained uncertified for any reason.
 Funds generated through this award cancellation
process will be returned to the RTSS allocation and
then awarded to other eligible students via an eligibility
run tentatively scheduled for June 1, 2015.

Ready to Succeed Scholarship
Annual reconciliation begins April 30,
2015
 Reconciliation deadline is June 30, 2015
 Last date for award certification is July 31,
2015.
 August 3, 2015 is last disbursement date

Disbursement Changes
RTSS and SGDEPP both monitor refunds
on a student-by-student basis
 This functionality due soon for returning
funds
 Watch for announcement of training
webinar

2014-15 PA-TIP

For 2014-15 the student application
submission deadline is extended to May 1,
2015
2015-16 PA-TIP
Institutional applications for 2015-16
available May 2015
 Institutional applications due December
31, 2015

FWSP-ON and CS
The 2014-15 FWS-ON and/or CS Year-End
Reports will be available via the PageCenter
mailbox.
 The deadline to submit the Year-End Report(s)
to PHEAA is August 1, 2015.

2015 Summer SWSP

Employer Renewal Form due June 30
◦ Work dates: May 10 through August 15
Student summer applications due June 30
 Maximum SWSP summer award is $4,000

◦ Employer reimbursement is either 30% (forprofits) or 40% (non-profits) of the student’s
earnings up to this amount
 40% of $4,000 = $1,600
 30% of $4,000 = $1,200
2015-16 SWSP

The employer must submit either the online
SWSP student application or the completed
SWSP Student Application/Placement Form to
PHEAA on or before the following application
filing deadline dates:
◦ 2015-16 AY or Fall Term Only: November 1,
2015
◦ 2015-16 Spring Term Only: March 1, 2016
◦ 2016 Summer Term: June 30, 2016
2015-16 SWSP

Start and end dates for SWSP
employment for 2015-16:
◦ 2015-16 AY
 August 16, 2015 – May 8, 2016
◦ 2015-16 Spring Term Only
 December 14, 2015 – May 8, 2016
◦ 2016 Summer Term
 May 9, 2016 – August 14, 2016
2015-16 EAP
Level funded for 2015-16 in the Governor's budget
 PASSHE standard in-state, full-time tuition
◦ Determined when Commonwealth budget passes
 Selected non-Title IV program eligibility
 Contact DMVA at [email protected] for
questions regarding EAP processing, student eligibility
and funding

2014-15 IAG
All enrollment updates due by April 30
 IAG Eligibility Certification Listing

• Released May 1, 2015
• Due June 1, 2015
• Final per capita payment June 2015
2015-16 IAG

If Governor’s budget approved at
projected increase, per capita is estimated
to be $650 for 2015-16
SGSP Contacts

Mailboxes:
 [email protected]
[email protected][email protected]
[email protected][email protected]
[email protected][email protected]
[email protected][email protected]
[email protected][email protected]
[email protected][email protected][email protected]
■
■
■
■
■
■
Questions? Comments?

Christine Zuzack
◦ 717.720.2368
◦ [email protected]