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State Financial Aid Texas Higher Education Coordinating Board

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Page 1: State Financial Aid Texas Higher Education Coordinating Board

State Financial Aid Texas Higher Education Coordinating Board

Page 2: State Financial Aid Texas Higher Education Coordinating Board

Table of Contents

TOWARD EXCELLENCE, ACCESS AND SUCCESS GRANT PROGRAM ........................................1

Program Authority and Purpose (TAC, Section 22.225) ................................................................ 1

State Priority Deadline (TEC, Section 56.008) ............................................................................. 1 Eligible Institutions (TAC, Section 22.227) .................................................................................. 1

ELIGIBILITY ................................................................................................................................. 2

TEXAS Grant Eligibility Requirements (TAC, Section 22.226 and Section 22.228) ........................... 2

Adhering to Program Controlled Substance Restrictions (TAC, Section 22.230) ............................. 3

Discontinuation of Eligibility (TAC, Section 22.230) ...................................................................... 3 Hardship Provisions (TAC, Section 22.231) ................................................................................. 3

Satisfactory Academic Progress (SAP) (TAC, Section 22.229) ....................................................... 4 AWARDING .................................................................................................................................. 4

Priority Award Model Requirements (TAC, Section 22.228) .......................................................... 5

Required Matching (TAC, Section 22.234) ................................................................................... 5 Over Awards (TAC, Section 22.234) ........................................................................................... 5

Late Disbursements (TAC, Section 22.235) ................................................................................. 5 Proration (TAC, Section 22.234) ................................................................................................. 5

PROCESSING FUNDS .................................................................................................................... 6

Requesting Program Funds ........................................................................................................ 6 Returning Program Funds .......................................................................................................... 6

Authority to Transfer Funds (TAC, Section 22.239) ...................................................................... 6

TEXAS EDUCATIONAL OPPORTUNITY GRANT PROGRAM .......................................................7

Program Authority and Purpose (TAC, Section 22.253) ................................................................ 7

State Priority Deadline (TEC, Section 56.008) ............................................................................. 7 Eligible Institutions (TAC, Section 22.254) .................................................................................. 7

ELIGIBILITY ................................................................................................................................. 8

TEOG Eligibility Requirements (TAC, Section 22.256) .................................................................. 8 Adhering to Program Controlled Substance Restrictions (TAC, Section 22.256) ............................. 8

Discontinuation of Eligibility (TAC, Section 22.256) ...................................................................... 9 Hardship Provisions (TAC, Section 22.257) ................................................................................. 9

Satisfactory Academic Progress (SAP) (TAC, Section 22.256) ....................................................... 9

AWARDING ................................................................................................................................ 10

Required Matching (TAC, Section 22.260) ................................................................................. 10

Over Awards (TAC, Section 22.260) ......................................................................................... 10

Late Disbursements (TAC, Section 22.261) ............................................................................... 10 Proration (TAC, Section 22.260) ............................................................................................... 10

PROCESSING FUNDS .................................................................................................................. 11

Requesting Program Funds ...................................................................................................... 11

Returning Program Funds ........................................................................................................ 11

Authority to Transfer Funds (TAC, Section 22.262) .................................................................... 11

TUITION EQUALIZATION GRANT PROGRAM ....................................................................... 12

Program Authority and Purpose (TAC, Section 22.21) ................................................................ 12

State Priority Deadline (TEC, Section 56.008) ........................................................................... 12 Eligible Institutions (TAC, Section 22.23) .................................................................................. 12

ELIGIBILITY ............................................................................................................................... 13

TEG Eligibility Requirements (TAC, Section 22.24) ..................................................................... 13

Discontinuation of Eligibility ..................................................................................................... 13

Hardship Provisions (TAC, Section 22.24) ................................................................................. 14 Satisfactory Academic Progress (SAP) (TAC, Section 22.24) ....................................................... 14

AWARDING ................................................................................................................................ 15

Over Awards (TAC, Section 22.26) ........................................................................................... 15

Page 3: State Financial Aid Texas Higher Education Coordinating Board

Tuition Differential (TAC, Section 22.22) ................................................................................... 15

Late Disbursements (TAC, Section 22.28) ................................................................................. 16

Proration (TAC, Section 22.26) ................................................................................................. 16 Adjustments to Awards (TAC, Section 22.27) ............................................................................ 16

PROCESSING FUNDS .................................................................................................................. 16

Requesting Program Funds ...................................................................................................... 16

Returning Program Funds ........................................................................................................ 16

Authority to Transfer Funds (TAC, Section 22.30) ..................................................................... 16

TOP 10 PERCENT SCHOLARSHIP PROGRAM ........................................................................ 17

Program Authority and Purpose (TAC, Section 22.196) .............................................................. 17

State Priority Deadline (TEC, Section 56.008) ........................................................................... 17 Eligible Institutions (TAC, Section 22.198) ................................................................................ 17

ELIGIBILITY ............................................................................................................................... 18

Top 10% Scholarship Eligibility Requirements (TAC, Section 22.199).......................................... 18

Discontinuation of Eligibility (TAC, Section 22.200) .................................................................... 18

Hardship Provisions (TAC, Section 22.201) ............................................................................... 18 Satisfactory Academic Progress (SAP) (TAC, Section 22.201) ..................................................... 19

AWARDING ................................................................................................................................ 19

PROCESSING FUNDS .................................................................................................................. 19

Requesting Program Funds (TAC, Section 22.202) .................................................................... 19

Returning Program Funds ........................................................................................................ 19

TEXAS ARMED SERVICE SCHOLARSHIP PROGRAM ............................................................. 20

Program Authority and Purpose (TAC, Section 21.2240) ............................................................ 20

Eligible Institutions (TAC, Section 21.2244) .............................................................................. 20 ELIGIBILITY ............................................................................................................................... 21

TASSP Eligibility Requirements (TAC, Section 21.2244 and Section 21.2246) .............................. 21

AWARDING ................................................................................................................................ 22

PROCESSING FUNDS .................................................................................................................. 22

Requesting Program Funds ...................................................................................................... 22

Returning Program Funds ........................................................................................................ 22 REPAYMENT ............................................................................................................................... 22

EDUCATIONAL AIDE EXEMPTION PROGRAM ....................................................................... 23

Program Authority and Purpose (TAC, Section 21.1080) ............................................................ 23 Eligible Institutions (TAC, Section 21.1082) .............................................................................. 23

ELIGIBILITY .............................................................................................................................. 24

Educational Aide Exemption Eligibility Requirements (TAC, Section 21.1083) .............................. 24 Hardship Provisions (TAC, Section 21.1088) .............................................................................. 24

Exemption from Student Teaching (TAC, Section 21.1087) ........................................................ 24 AWARDING ................................................................................................................................ 25

Required Matching (TAC, Section 21.1086) ............................................................................... 25

PROCESSING FUNDS .................................................................................................................. 25

Requesting Program Funds ...................................................................................................... 25

Returning Program Funds ........................................................................................................ 25

B-ON-TIME LOAN PROGRAM ................................................................................................ 26

Program Authority and Purpose (TAC, Section 21.121) .............................................................. 26

Eligible Institutions (TAC, Section 21.123) ................................................................................ 26

ELIGIBILITY ............................................................................................................................... 27

B-On-Time Eligibility Requirements (TAC, Section 21.125) ......................................................... 27

Discontinuation of Eligibility (TAC, Section 21.125) .................................................................... 27 Hardship Provision (TAC, Section 21.127) ................................................................................. 27

Page 4: State Financial Aid Texas Higher Education Coordinating Board

Satisfactory Academic Progress (SAP) (TAC, Section 21.125) ..................................................... 27

AWARDING ................................................................................................................................ 28

PROCESSING FUNDS .................................................................................................................. 28

Requesting Program Funds ...................................................................................................... 28

Returning Program Funds ........................................................................................................ 28

REPAYMENT ............................................................................................................................... 29

Forgiveness Requirements (TAC, Section 21.129) ..................................................................... 29

COLLEGE ACCESS LOAN PROGRAM ...................................................................................... 30

Program Authority and Purpose (TAC, Section 21.51) ................................................................ 30 Eligible Institutions (TAC, Section 21.54) .................................................................................. 30

ELIGIBILITY .............................................................................................................................. 31

CAL Eligibility Requirements (TAC, Section 21.55) ..................................................................... 31 AWARDING ................................................................................................................................ 32

Loan Origination (TAC, Section 21.59) ...................................................................................... 32 PROCESSING FUNDS .................................................................................................................. 32

Requesting Program Funds ...................................................................................................... 32

Returning Program Funds ........................................................................................................ 32 REPAYMENT ............................................................................................................................... 32

TEXAS COLLEGE WORK-STUDY PROGRAM .......................................................................... 33

Program Authority and Purpose (TAC, Section 21.401) .............................................................. 33 State Priority Deadline (TEC, Section 56.008) ........................................................................... 33

Eligible Institutions (TAC, Section 21.403) ................................................................................ 33

ELIGIBILITY ............................................................................................................................... 34

TCWS Eligibility Requirements (TAC, Section 21.404) ................................................................ 34

Eligible Employers (TAC, Section 21.405) ................................................................................. 34

AWARDING ................................................................................................................................ 35

Over Awards (TAC, Section 21.406) ......................................................................................... 35

Summer Awards (TAC, Section 21.407) .................................................................................... 35 Required Matching (TAC, Section 21.405) ................................................................................. 35

PROCESSING FUNDS .................................................................................................................. 35

Requesting Program Funds ...................................................................................................... 35 Returning Program Funds ........................................................................................................ 35

Authority to Transfer Funds (TAC, Section 21.409) .................................................................... 35

APPENDICES ........................................................................................................................ 36

APPENDIX 1: 2016-17 AWARD AMOUNT SUMMARY ......................................................................... 36

APPENDIX 2: AUTHORITY TO TRANSFER FUNDS ............................................................................. 37

APPENDIX 3: EDUCATIONAL AIDE EXEMPTION RESOURCES ............................................................ 38

APPENDIX 4: ADDITIONAL RESOURCES .......................................................................................... 39

Page 5: State Financial Aid Texas Higher Education Coordinating Board

TEXAS GRANT 2016-17 1

TOWARD EXCELLENCE, ACCESS AND SUCCESS

GRANT PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written in the Texas Education Code (TEC) and Title 19 of the Texas Administrative Code (TAC). The program statutes and rules should always

be used by an institution when administering this program. The guideline information provided in this document is to be used solely as

a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 22.225)

The Toward EXcellence, Access, & Success (TEXAS) Grant program is authorized by Chapter 56, Section 56.302 of Subchapter M of the Texas Education Code. Rules establishing procedures to administer the subchapter can be found in

Chapter 22, Subchapter L of the Texas Administrative Code. The program is funded by appropriations authorized by the Texas Legislature and from various revenue sources and gifts to the program. The purpose of the TEXAS Grant program

is to provide financial aid assistance to enable eligible students to attend public institutions of higher education in this

state.

State Priority Deadline (TEC, Section 56.008)

The Texas Higher Education Coordinating Board (THECB) provides a uniform priority deadline for applications that qualify

for financial assistance in an academic year. General Academic Teaching Institutions (GATIs) in Texas as defined in TEC,

Section 61.003 must publicize and use March 15 as the state priority deadline for identifying eligible students to be given priority in receiving awards through the state financial aid programs. All other public institutions are encouraged to use

this state priority deadline. Institutions have the flexibility to define what it means to meet the priority deadline at their institution. It is encouraged that institutions adopt a policy and procedure to ensure students are awarded consistently for

this program.

Eligible Institutions (TAC, Section 22.227)

GATIs (excluding Lamar State College-Orange and Lamar State College-Port Arthur) and Health-Related Institutions (HRIs)

are eligible to make both initial year (IY) and renewal year (RY) awards from a single allocation. Community colleges, public state colleges, and public technical institutions will be funded based on unused TEXAS Grant funds for those students who

meet the eligibility criteria for a RY award. These RY awards can only be given to students who received an IY award prior to fall 2014 through a community college, public state college, or public technical institutions.

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Page 6: State Financial Aid Texas Higher Education Coordinating Board

TEXAS GRANT 2016-17 2

ELIGIBILITY

TEXAS Grant Eligibility Requirements (TAC, Section 22.226 and Section 22.228)

To receive an IY award, a student must meet the

following requirements:

To receive a RY award, a student must meet the

following requirements:

Be an entering undergraduate student enrolled in a

baccalaureate program at a public 4-year or HRI institution

who can be categorized in one of the following four

pathways:

Graduated from an accredited public or private high

school* in Texas having completed at least the

Foundation program and enrolled at an approved

institution within 16 months from high school

graduation having not accumulated more than 30

semester credit hours (SCHs) (excluding credits for dual

enrollment or by examination); OR

Earned an associate degree from a public or private

nonprofit institution of higher education in Texas, and

enrolled in an eligible institution within 12 months after

obtaining an associate degree; OR

Graduated from an accredited public or private high

school in Texas May 1, 2013 or later, having completed

at least the Foundation program and enlisted in military

service within 12 months of high school graduation and

enrolled in an eligible institution within 12 months of

receiving an honorable discharge; OR

Received an IY Texas Educational Opportunity Grant

(TEOG) in Fall 2014 or later and transferred to an

eligible institution with minimum 2.5 GPA, and having

completed at least 24 SCH’s; AND

Be enrolled at least ¾ time

Not have earned a baccalaureate degree

Be registered with Selective Service, or be exempt

Demonstrate financial need

Have applied for any available financial aid assistance

Have a 9-month expected family contribution (EFC)

of no more than $5,233

Be classified by the institution as a Texas Resident

Not have been convicted of a felony or crime involving a

controlled substance or under the law of any jurisdiction

involving a controlled substance as defined by Chapter 481,

Health and Safety Code (Texas Controlled Substances Act)

Be an undergraduate student at a public 2-year

institution who previously received a TEXAS Grant IY

award prior to fall 2014 at a public 2-year institution;

OR

Be an undergraduate student at a public 4-year or HRI

institution who previously received a TEXAS Grant IY

award prior to fall 2014 at a public 2-year, 4-year, or

HRI institution; OR

Be an undergraduate student enrolled in a

baccalaureate program at a public 4-year or HRI

institution who received a TEXAS Grant IY award fall

2014 or later; AND

Be enrolled at least ¾ time

Not have earned a baccalaureate degree

Be registered with Selective Service, or be exempt

Demonstrate financial need

Be classified by the institution as a Texas Resident

Maintain satisfactory academic progress

Not have been convicted of a felony or crime involving

a controlled substance or under the law of any

jurisdiction involving a controlled substance as defined

by Chapter 481, Health and Safety Code (Texas

Controlled Substances Act)

*In order to determine eligibility for a student that graduated from a private high school in Texas, a certification form must

be submitted by the private high school to the institution the student plans to attend. This form verifies that the student completed the equivalent of the required high school curriculum. The certification form is located on the THECB’s website at

www.thecb.state.tx.us/UAP.

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Page 7: State Financial Aid Texas Higher Education Coordinating Board

TEXAS GRANT 2016-17 3

Adhering to Program Controlled Substance Restrictions (TAC, Section 22.230)

A student is not eligible to receive a TEXAS Grant award if convicted of a felony or an offense under the law in any

jurisdiction involving a controlled substance as defined in Chapter 481, Health and Safety Code (Texas Controlled

Substances Act). Institutions should consult with their internal legal counsel concerning individual student situations.

To comply with this requirement, institutions are required to collect a statement (electronic or paper) from each TEXAS grant recipient certifying that they have no such conviction. Institutions have the flexibility to determine the wording of the

statement and the frequency with which it is collected. This statement must be retained with the student’s records at the

institution and be made available if requested in the course of a program review or audit.

A person with a controlled substance conviction or offense can be considered for an award if they have one of the following:

A certificate of discharge by the Texas Department of Criminal Justice or a correctional facility.

Completed a period of probation ordered by a court, and at least two years have elapsed from the date of the

receipt or completion.

Been pardoned and had the record of the offense expunged from the person's record.

Discontinuation of Eligibility (TAC, Section 22.230)

Unless granted a hardship, a student’s eligibility ends if any of the following maximums have been met:

Pathway

If enrolled in a

degree plan of 4

years or less

If enrolled in a degree plan of

more than 4 years

Attempted

hours**

Hours while receiving grant

funds

Initial recipient via

associate degree*

3 years from the

first semester

awarded

4 years from the

first semester

awarded

150 SCH 90 SCH

No Hardship Allowed

Initial recipient via*:

High school graduate

TEOG transfer

Military extension

5 years from the

first semester

awarded

6 years from the

first semester

awarded

150 SCH 150 SCH

No Hardship Allowed

*Eligibility ends for all recipients once a baccalaureate degree has been obtained.

**Attempted hours is defined as every course in every semester for which a student has been registered as of the official

census date. This includes but is not limited to repeated courses, courses the student drops or those that the student withdraws from. For transfer students, the transfer hours and hours for optional internship and cooperative education

courses are included if they are accepted by the receiving institution towards the student's current program of study (See TAC, Section 22.230).

Hardship Provisions (TAC, Section 22.231)

A student who is ineligible for a TEXAS Grant award based on the general requirements may be deemed eligible under a hardship provision. There are limitations on which eligibility requirements can be granted a hardship. Each institution

must adopt a hardship policy and have the policy available for public review. All hardship decisions must be documented

in the student’s record and be available for submission to the THECB, if requested.

IMPORTANT NOTE: Students enrolled less than 6 SCH cannot be considered for a hardship and are not eligible for a TEXAS Grant award. While a hardship may be granted to allow an award in excess of 150 attempted semester credit

hours (SCH), the total number of hours paid for with TEXAS Grant funds may not exceed 150 or 90 SCH.

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Page 8: State Financial Aid Texas Higher Education Coordinating Board

TEXAS GRANT 2016-17 4

Satisfactory Academic Progress (SAP) (TAC, Section 22.229)

A student’s SAP eligibility is determined at the end of each academic year. At the end of the first academic year, a student

must meet SAP requirements set by the institution to be considered eligible for their first RY award. At the end of the

second academic year, and all years thereafter, a student must complete 24 SCH in the academic year and have a minimum 2.5 cumulative GPA.

Each recipient’s GPA and completed hours must be monitored to ensure compliance as outlined below. Student award

history information is available to assist institutions with monitoring this requirement via the SFAP Information Website.

IMPORTANT NOTE: A student who is below the SAP requirements at the end of the semester can appeal to have

transfer courses included in the SAP calculation. In this case, all transfer courses must be included when determining program eligibility. If the resulting grade point average exceeds the program's academic progress requirement, an

otherwise eligible student may receive an award in the following semester.

Academic Year Satisfactory Academic Progress (SAP) Requirements

End of 1st academic year Institutional SAP Policy

End of 2nd academic year or later 24 SCH in an academic year 2.5 cumulative GPA on a

4-point scale

AWARDING

If appropriations for the TEXAS Grant program are insufficient to allow awards to all eligible students, first priority will be

given to students that are eligible for a RY award (See TAC, Section 22.232).

Allocations dedicated for IY students at GATIs and HRIs must first be used for students meeting the Priority Model

requirements by the March 15 state priority deadline. Institutions have the flexibility to define what it means to meet the priority deadline. The IY students that do not meet the Priority Model but meet the state priority deadline should then be

considered. If funds remain for IY awards after all state priority deadline eligible students have been awarded, the balance

of allocated funds for IY students can go to all other eligible students (See TAC, Section 22.226).

In determining who should receive an IY TEXAS Grant award, an institution must give highest priority to students who demonstrate the greatest financial need at the time the award is made (See TAC, Section 22.233).

IY awards can be made only to students whose EFCs are $5,233 or less (9-month EFC). RY awards can be made to eligible students with EFCs higher than $5,233 as long as the student has a calculated need. A TEXAS Grant award cannot

exceed a student’s calculated financial need.

Institutions are encouraged to use the target award amounts to fund eligible renewal students, as well as fund newly eligible

students. The maximum and targeted average award amounts can be found in Appendix 1: 2016-17 Award Amount Summary.

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Page 9: State Financial Aid Texas Higher Education Coordinating Board

TEXAS GRANT 2016-17 5

Priority Award Model Requirements (TAC, Section 22.228)

To receive priority consideration for an IY award through the TEXAS Grant program, an eligible student must meet at

least one requirement in at least two of the following four areas:

Required Matching (TAC, Section 22.234)

Institutions are required to cover the cost of tuition and required fees in excess of the TEXAS Grant award amount with non-loan aid. Matching non-loan aid may include any non-loan program funds awarded to the student from federal, state,

institutional, or outside sources.

Over Awards (TAC, Section 22.234)

If, at a time after an award has been disbursed and a student receives assistance that exceeds the student's financial need, the institution is not required to adjust unless the sum of the excess resources is greater than $300.

Late Disbursements (TAC, Section 22.235)

Funds that are disbursed after the end of a student’s period of enrollment must either be used to pay the student’s

outstanding balance from his/her period of enrollment at the institution, or to make a payment against an outstanding loan received during that period of enrollment. Under no circumstances should funds be released directly to the student in

this situation.

Proration (TAC, Section 22.234)

Award amounts must be prorated if the student is in one of the following situations:

Student is enrolled less than ¾-time, but at least ½-time, with an approved hardship:

Hardship Proration Schedule

Enrolled 6-8 Hours

Maximum award for the semester divided by 12 and multiplied by the number of

hours enrolled

The balance of either total attempted hours or eligible program hours while receiving grant funds is less than the

total number of hours the student is enrolled.

Balance of total attempted hours (150 SCH) Balance of hours = 6-8 hours - 50% of the maximum award Balance of hours = < 6 hours - 25% of the maximum award Balance of eligible program hours while

receiving grant funds (150 or 90 SCH)

For Example: A student has 147 hours and 3 eligible hours remaining. The 3 hours would be prorated using the chart

above.

Area Requirement(s)

Advanced Academic

Program

12 hours of college credit (dual credit or AP courses), complete the Recommended or

Advanced High School Program or its equivalent, or complete the International Baccalaureate Program (IB)

TSI Readiness Meet the Texas Success Initiatives (TSI) assessment thresholds or qualify for an

exemption

Class Standing Graduate in the top 1/3 of the HS graduating class or a grade point average of at least 3.0

on a 4-point scale

Advanced Math Complete at least one math course beyond Algebra II or at least one advanced career and technical course, as determined by the Texas Education Agency (TEA)

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Page 10: State Financial Aid Texas Higher Education Coordinating Board

TEXAS GRANT 2016-17 6

PROCESSING FUNDS

Requesting Program Funds

When requesting funds, eligible institutions must submit a Funds Request Form (FRF). The FRF is available via the secure Coordinating Board Identification (CBID) portal on the SFAP Information Website. Requests for funds may be made on an

as-needed basis for current disbursements and must be applied to the student’s account within 5 business days.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is

available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to

the THECB, unless the funds can be disbursed to an eligible student during the current fiscal year.

Authority to Transfer Funds (TAC, Section 22.239)

Institutions participating in a combination of TEXAS grant and Texas College Work-Study (TCWS) may transfer up to 10%

of the institution’s total annual program allocation or $20,000 (whichever is less) between programs in a given fiscal year. The transfer for funds must be encumbered by the institution by February 20th. A summary that outlines the authority

to transfer process is available in Appendix 2: Authority to Transfer Funds.

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Page 11: State Financial Aid Texas Higher Education Coordinating Board

TEOG 2016-17 7

TEXAS EDUCATIONAL OPPORTUNITY GRANT

PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written

in the Texas Education Code (TEC) and Title 19 of the Texas Administrative Code (TAC). The program statutes and rules should always be used by an institution when administering this program. The guideline information provided in this document is to be used solely as

a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 22.253)

The Texas Educational Opportunity Grant (TEOG) program is authorized by Chapter 56, Section 56.402 of Subchapter P of the Texas Education Code. Rules establishing procedures to administer the subchapter can be found in Chapter 22,

Subchapter M of the Texas Administrative Code. The program is funded by appropriations authorized by the Texas

Legislature. The purpose of the TEOG program is to provide financial aid assistance to enable eligible students to attend two-year public institutions of higher education in Texas.

State Priority Deadline (TEC, Section 56.008)

The Texas Higher Education Coordinating Board (THECB) provides a uniform priority deadline for applications that qualify

for financial assistance in an academic year. Institutions eligible to participate in the TEOG program are encouraged to publicize and use the March 15 state priority deadline for identifying eligible students to be given priority in receiving

awards through the state financial aid programs. Institutions have the flexibility to define what it means to meet the

priority deadline at their institution. It is encouraged that institutions adopt a policy and procedure to ensure students are awarded consistently for this program.

Eligible Institutions (TAC, Section 22.254)

Community colleges, public state colleges and public technical institutions are eligible to make initial year (IY) and

renewal year (RY) awards. Each eligible institution will have a single allocation each fiscal year to make both IY and RY awards.

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Page 12: State Financial Aid Texas Higher Education Coordinating Board

TEOG 2016-17 8

ELIGIBILITY

TEOG Eligibility Requirements (TAC, Section 22.256)

To receive an IY award, a student must meet the

following requirements:

To receive an RY award, a student must meet the

following requirements:

Be enrolled at least ½ time as an undergraduate

student in an associate degree or certificate program at

a 2-year institution

Not have accumulated more than 30 semester credit

hours (SCH) (excluding credits for dual enrollment or

by examination)

Not have earned an associate or baccalaureate degree

Be registered with Selective Service, or be exempt

Demonstrate financial need

Have applied for any available financial aid assistance

Not be concurrently receiving TEXAS Grant

Have a 9-month expected family contribution

(EFC) of no more than $5,233

Be classified by the institution as a Texas Resident

Not have been convicted of a felony or crime involving

a controlled substance or under the law of any

jurisdiction involving a controlled substance as defined

by Chapter 481, Health and Safety Code (Texas

Controlled Substances Act)

Be enrolled at least ½ time as an undergraduate

student in an associate degree or certificate program

at a 2-year institution who previously received a

TEOG IY award

Not have earned an associate or baccalaureate

degree

Be registered with Selective Service or be exempt

Demonstrate financial need

Not be concurrently receiving TEXAS Grant

Be classified by the institution as a Texas Resident

Maintain satisfactory academic progress

Not have been convicted of a felony or crime

involving a controlled substance or under the law of

any jurisdiction involving a controlled substance as

defined by Chapter 481, Health and Safety Code

(Texas Controlled Substances Act)

Adhering to Program Controlled Substance Restrictions (TAC, Section 22.256)

A student is not eligible to receive a TEOG award if convicted of a felony or an offense under the law in any jurisdiction involving a controlled substance as defined in Chapter 481, Health and Safety Code (Texas Controlled Substances Act).

Institutions should consult with their internal legal counsel concerning individual student situations.

To comply with this requirement, institutions are required to collect a statement (electronic or paper) from each TEOG

recipient certifying that they have no such conviction. Institutions have the flexibility to determine the wording of the statement and the frequency with which it is collected. This statement must be retained with the student’s records at the

institution and be made available if requested in the course of a program review or audit.

A person with a controlled substance conviction or offense can be considered for an award if they have one of the following:

A certificate of discharge by the Texas Department of Criminal Justice or a correctional facility.

Completed a period of probation ordered by a court, and at least two years have elapsed from the date of the

receipt or completion.

Been pardoned and had the record of the offense expunged from the person's record.

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Page 13: State Financial Aid Texas Higher Education Coordinating Board

TEOG 2016-17 9

Discontinuation of Eligibility (TAC, Section 22.256)

Unless a hardship is granted, a student’s eligibility ends if any of the following maximums have been met:

Time limit Attempted hours**

Hours while receiving grant

funds

4 years from the IY award 75 SCH 75 SCH

No Hardship Allowed

IMPORTANT NOTE: Eligibility ends for all recipients once an associate or baccalaureate degree has been obtained.

**Attempted hours is defined as every course in every semester for which a student has been registered as of the official census date. This includes but is not limited to repeated courses, courses the student drops or those that the student

withdraws from. For transfer students, the transfer hours and hours for optional internship and cooperative education courses are included if they are accepted by the receiving institution towards the student's current program of study (See

TAC, Section 22.254).

Hardship Provisions (TAC, Section 22.257)

A student who is ineligible for a TEOG award based on the general requirements may be deemed eligible under the hardship provision. There are limitations on which eligibility requirements can be granted a hardship. Each institution

must adopt a hardship policy and have the policy available for public review. All hardship decisions must be documented

in the student’s record and be available for submission to the THECB if requested.

IMPORTANT NOTE: While a hardship may be granted to allow an award in excess of 75 attempted semester credit hours (SCH), the total number of hours paid for with TEOG funds may not exceed 75 SCH.

Satisfactory Academic Progress (SAP) (TAC, Section 22.256)

A student’s SAP eligibility is determined at the end of each academic year. At the end of the first academic year, a student

must meet SAP requirements as set by the institution to be considered eligible for a first RY award. At the end of the second academic year, and all years thereafter, a student must complete 75% of total attempted hours in the academic

year and have a minimum 2.5 cumulative GPA.

Each recipient’s GPA and completed hours must be monitored to ensure compliance as outlined below. Student award

history information is available to assist institutions with monitoring this requirement via the SFAP Information Website.

IMPORTANT NOTE: A student who is below the SAP requirements at the end of the semester can appeal to have transfer courses included in the SAP calculation. In this case, all transfer courses must be included when determining

program eligibility. If the resulting grade point average exceeds the program's academic progress requirement, an

otherwise eligible student may receive an award in the following semester.

Academic Year Satisfactory Academic Progress (SAP) Requirements

End of 1st academic year Institutional SAP Policy

End of 2nd academic year or later 75% completion rate in an

academic year

2.5 cumulative GPA on a

4-point scale

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TEOG 2016-17 10

AWARDING

In determining who should receive an IY TEOG award, an institution must give highest priority to students who demonstrate the greatest financial need at the time the award is made (See TAC, Section 22.259).

If appropriations for the TEOG program are insufficient to allow awards to all eligible students, first priority will be given to

students that are eligible for a RY award (See TAC, Section 22.258).

IY awards can only be made to students that have an EFC of $5,233 or less (9-month EFC). RY awards can be made to

eligible students with EFCs higher than $5,233 as long as the student has a calculated need. A TEOG award cannot exceed a student’s calculated financial need. The maximum award amounts can be found in Appendix 1: 2016-17 Award

Amount Summary.

Required Matching (TAC, Section 22.260)

Institutions are required to cover the cost of tuition and required fees in excess of the TEOG award amount, with other

available sources of financial aid excluding loan or Pell grant. Matching non-loan aid may include any non-loan program funds awarded to the student from federal, state, institutional, or outside sources.

Over Awards (TAC, Section 22.260)

If, at a time after an award has been disbursed and a student receives assistance that exceeds the student's financial

need, the institution is not required to adjust unless the sum of the excess resources is greater than $300.

Late Disbursements (TAC, Section 22.261)

Funds that are disbursed after the end of a student’s period of enrollment must either be used to pay the student’s outstanding balance from his/her period of enrollment at the institution, or to make a payment against an outstanding

loan received during that period of enrollment. Under no circumstances should funds be released directly to the student in this situation.

Proration (TAC, Section 22.260)

All TEOG award amounts must be prorated in relation to the student’s enrollment status as of the census date of a

regular semester.

Institution Type

Award Maximum

Per Year

Award Maximum Per Semester Based on Enrollment on Census Date

Full-Time

(12 or more SCH)

¾ Time

(9-11 SCH)

½ Time

(6-8 SCH)

< ½ Time

(1-5 SCH)

Public State Colleges $5,486 $2,743 $2,057 $1,372 $0

Public Technical Institutions $4,756 $2,378 $1,784 $1,189 $0

Community Colleges $2,832 $1,416 $1,062 $708 $0

Award amounts must also be prorated if the student is in one of the following situations:

Student is enrolled less than half-time with an approved hardship.

Hardship

Proration Schedule

Enrolled < 6 Hours

The maximum award for the semester divided by 12, multiplied by the number of hours enrolled; see award maximum above.

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TEOG 2016-17 11

If the balance of eligible hours is less than the number of hours being taken in a given term or semester:

Balance of total attempted hours (75 SCH) Balance of hours = 9-11 hours - 75% of the maximum award Balance of hours = 6-8 hours - 50% of the maximum award hours

Balance of hours = 6 hours or less - 25% of the maximum award. Balance of eligible program hours while

receiving grant funds (75 SCH)

PROCESSING FUNDS

Requesting Program Funds

When requesting funds, eligible institutions must submit a Funds Request Form (FRF). The FRF is available via the secure Coordinating Board Identification (CBID) portal on the SFAP Information Website. Requests for funds may be made on an

as-needed basis for current disbursements and must be applied to the student’s account within 5 business days.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is

available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to

the THECB, unless the funds can be disbursed to an eligible student during the current fiscal year.

Authority to Transfer Funds (TAC, Section 22.262)

Institutions participating in a combination of TEOG and Texas College Work-Study (TCWS) may transfer up to 10% of the

institution’s total annual program allocation or $20,000 (whichever is less) between programs in a given fiscal year. The transfer for funds must be encumbered by the institution by February 20th. A summary that outlines the authority to

transfer process is available in Appendix 2: Authority to Transfer Funds.

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Page 16: State Financial Aid Texas Higher Education Coordinating Board

TEG 2016-17 12

TUITION EQUALIZATION GRANT PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written in the Texas Education Code (TEC) and Title 19 of the Texas Administrative Code (TAC). The program statutes and rules should always

be used by an institution when administering this program. The guideline information provided in this document is to be used solely as a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 22.21)

The Tuition Equalization Grant (TEG) program was authorized by Chapter 61, Section 61.221 of Subchapter F of the Texas Education Code. Rules establishing procedures to administer the subchapter can be found in Chapter 22,

Subchapter B of the Texas Administrative Code. The program is funded by appropriations by the Texas Legislature. The purpose of the TEG program is to promote the best use of existing educational resources and facilities within this state,

both public and private, by providing need-based grants to Texas residents and National Merit Scholarship finalist enrolled

in approved private or independent Texas colleges or universities.

State Priority Deadline (TEC, Section 56.008)

The Texas Higher Education Coordinating Board (THECB) provides a uniform priority deadline for applications that qualify

for financial assistance in an academic year. Institutions eligible to participate in the TEG program are encouraged to

publicize and use the March 15 state priority deadline for identifying eligible students to be given priority in receiving awards through the state financial aid programs. Institutions have the flexibility to define what it means to meet the

priority deadline at their institution. It is encouraged that institutions adopt a policy and procedure to ensure students are awarded consistently for this program.

Eligible Institutions (TAC, Section 22.23)

Any college, university or branch campus, defined as a private or independent institution of higher education, is eligible to

participate in the TEG program (See TEC, Section 61.003).

Each eligible institution will have a single allocation in which initial year (IY), also known as first awards, and renewal year

(RY), also known as subsequent awards, can be made.

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TEG 2016-17 13

ELIGIBILITY

TEG Eligibility Requirements (TAC, Section 22.24)

To receive a first award, a student must meet the

following requirements:

To receive a continuation award, a student

must meet the following requirements:

Be an undergraduate or graduate student enrolled in degree plan leading to a first: associate, baccalaureate,

master's, professional, or doctoral degree (excluding degree plans that lead to ordination, licensure to

preach)

Be enrolled at least ¾ time Not have earned a degree for which they are currently

enrolled Be registered with Selective Service, or be exempt

Demonstrate financial need

Have applied for financial aid assistance

Be classified by the institution as a Texas Resident

unless the student is a National Merit Scholarship

finalist and received a scholarship in the amount

required to be eligible to pay Texas resident tuition

(See TEC, Section 54.213)

Not be a recipient of an athletic scholarship (i.e. the

student is obliged to play an intercollegiate sport as a

result of receiving the scholarship) during the

semester(s) TEG is awarded

Be required to pay more tuition than is required at a

comparable public college or university and be charged

no less than the tuition required of all similarly situated

enrolled at the institution

Be an undergraduate or graduate student enrolled in degree plan leading to a first:

associate, baccalaureate, master's, professional, or doctoral degree (excluding degree plans that

lead to ordination, licensure to preach) who

previously received a TEG first award Be enrolled at least ¾ time

Be registered with Selective Service, or be

exempt

Demonstrate financial need

Not be a recipient of an athletic scholarship (i.e.

the student is obliged to play an intercollegiate

sport as a result of receiving the scholarship)

during the semester(s) TEG is awarded

Be required to pay more tuition than is required

at a comparable public college or university and

be charged no less than the tuition required of all

similarly situated enrolled at the institution

Maintain satisfactory academic progress

Discontinuation of Eligibility (TAC, Section 22.24) Unless a hardship is granted, a student’s eligibility ends if any of the following maximums have been met:

Recipient working toward an

associate or baccalaureate degree*

5 years from the first semester awarded if enrolled in a degree plan

of 4 years or less

6 years from the first semester awarded if enrolled in a degree

plan of more than 4 years

Recipient working toward a master's

degree, professional degree, or doctoral degree*

No maximum time limit

*An award cannot be granted to a student pursuing a second degree of one already earned.

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TEG 2016-17 14

Hardship Provisions (TAC, Section 22.24)

A student who is ineligible for a TEG award based on the general requirements may be deemed eligible under a hardship

provision. There are limitations on which eligibility requirements can be granted a hardship. Each institution must adopt a

hardship policy and have the policy available for public review upon request. All hardship decisions must be documented in the student’s record and be available for submission to the Texas Higher Education Coordinating Board (THECB) if

requested.

Satisfactory Academic Progress (SAP) (TAC, Section 22.24)

A student’s SAP eligibility is determined at the end of each academic year. At the end of the first academic year, a student must meet SAP requirements as set by the institution to be considered eligible for their first continuation award. At the

end of the second academic year, and all years thereafter, all undergraduate students must complete 24 semester credit

hours (SCH) with a 75% completion rate of the total attempted hours and have a minimum 2.5 cumulative grade point

average (GPA) in the academic year. All graduate students must complete 18 SCH with a 75% completion rate of the

total attempted hours and have a minimum 2.5 cumulative GPA at the end of the second academic year, and all years thereafter.

Each recipient’s GPA and completed hours must be monitored to ensure compliance as outlined below. Student award

history information is available to assist institutions with monitoring this requirement via the SFAP Information Website.

IMPORTANT NOTE: A student who is below the SAP requirements at the end of the spring semester can appeal to have

transfer courses included in the SAP calculation. In this case, all transfer courses must be included when determining program eligibility. If the resulting grade point average exceeds the program's academic progress requirement, an

otherwise eligible student may receive an award in the following semester.

Academic Year Satisfactory Academic Progress (SAP) Requirements

End of 1st academic year Institutional SAP Policy

End of 2nd academic year or later; recipient

working toward their first associate or

baccalaureate degree*

24 SCH in an

academic year 75% completion rate

2.5 cumulative GPA

on a 4-point scale

End of 2nd academic year or later; recipient

working toward their first master's,

professional, or doctoral degree*

18 SCH in an academic year

75% completion rate 2.5 cumulative GPA on a 4-point scale

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TEG 2016-17 15

AWARDING

In determining who should receive a TEG award, an institution must not disburse an award in a single term or semester

that exceeds a student's financial need or tuition differential for that term or semester or the program maximum for the academic year, whichever is the least. The maximum award amounts can be found in Appendix 1: 2016-17 Award

Amount Summary.

Undergraduate students with exceptional need may receive up to 150% of the basic award, not to exceed the student’s

need or tuition differential. Exceptional need is defined as students with expected family contributions (EFCs) less than or equal to $1,000.

Over Awards (TAC, Section 22.26)

If an award has been disbursed and a student receives assistance that exceeds the student's financial need, the institution is not required to adjust the award unless the sum of the excess resources is greater than $300.

Tuition Differential (TAC, Section 22.22)

Tuition differential is defined as the difference between the tuition paid at a private or independent institution and the tuition the student would have to pay to attend a comparable public institution in Texas. Fees are not included in this

calculation, only tuition rates.

The Southern Association of Colleges and Schools (SACS) identifies institutions by the highest levels of degrees they offer.

These levels are being used by the THECB to identify “comparable” institutions for the purpose of calculating tuition differentials. The following table shows average resident undergraduate and graduate tuition rates per SCH for public

institutions at various SACS levels for the 2016-17 academic year. These numbers should be used by the institution to

derive tuition differentials by using the student’s total SCH and multiplying the tuition rate provided.

SACS LEVEL UNDERGRADUATE TUITION

RATE PER SCH GRADUATE TUITION RATE

PER SCH

Associate Degree Level 1

$52 n/a

Baccalaureate Degree Level 2

$64 n/a

Master’s Degree Level 3

$189 $262

Three or fewer Doctoral Degrees Level 5

$179 $240

Four or more Doctoral Degrees Level 6 $231 $328

The average public institution rates for law school students are as follows:

Resident: $858 per SCH

Non-resident: $1,235 per SCH

For Example:

Charges for an independent 2-year institution (e.g. Jacksonville College) should be compared to public community college charges (Level 1).

A Level 2 institution that only awards TEG to associate degree students (e.g. Southwestern Christian College) should compare it’s charges to those of public community colleges (Level 1).

Levels 2, 3, 5 and 6 independent institutions (other than Southwestern Christian College) should compare the charges to the average charges of public institutions at the same levels.

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TEG 2016-17 16

Late Disbursements (TAC, Section 22.28)

Funds that are disbursed after the end of a student’s period of enrollment must either be used to pay the student’s outstanding balance from the period of enrollment, or to make a payment against an outstanding loan received during

that period of enrollment. Under no circumstances should late disbursements be released directly to the student.

Proration (TAC, Section 22.26)

Awards must be prorated if the student has an approved hardship:

Undergraduate Hardship

Proration Schedule

Enrolled 6-8 Hours Enrolled < 6 Hours

Maximum eligibility = 50% of a

maximum award amount

Maximum eligibility = 25% of a

maximum award amount

Graduate Hardship

Proration Schedule

Enrolled 5-6 Hours Enrolled < 5 Hours

Maximum eligibility = 50% of a

maximum award amount

Maximum eligibility = 25% of a

maximum award amount

Adjustments to Awards (TAC, Section 22.27)

If a student officially withdraws or the amount of a student's disbursement exceeds the amount the student is eligible to

receive, the institution must follow its general institutional refund policy in determining the amount the award must be reduced by.

These funds should be re-awarded to other eligible students attending the institution. If funds cannot be re-

awarded, they should be returned to the THECB no later than the end of the state fiscal year for which they were allocated to the institution.

If the student withdraws or drops classes after the end of the institution's refund period, no refunds are due to

the program.

PROCESSING FUNDS

Requesting Program Funds

When requesting funds, eligible institutions must submit a Funds Request Form (FRF). The FRF is available via the secure

Coordinating Board Identification (CBID) portal on the SFAP Information Website. Requests for funds may be made on an as-needed basis for current disbursements and must be applied to the student’s account within 5 business days.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to

the THECB, unless the funds can be awarded and disbursed to an eligible student during the current fiscal year.

Authority to Transfer Funds (TAC, Section 22.30)

Institutions participating in a combination of TEG and Texas College Work-Study (TCWS) may transfer up to 10% of the

institution’s total annual program allocation or $20,000 (whichever is less) between programs in a given fiscal year. The transfer for funds must be encumbered by the institution by February 20th. A summary that outlines the authority to

transfer process is available in Appendix 2: Authority to Transfer Funds.

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Page 21: State Financial Aid Texas Higher Education Coordinating Board

TOP 10% 2016-17 17

TOP 10 PERCENT SCHOLARSHIP PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written

in the Texas Education Code (TEC) and Title 19 of the Texas Administrative Code (TAC). The program statutes and rules should always be used by an institution when administering this program. The guideline information provided in this document is to be used solely as

a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 22.196)

The Top 10 Percent (TOP 10%) Scholarship program is authorized by the General Appropriations Act of the 80th Texas Legislature, 55, (III-58). Rules establishing procedures to administer the program can be found in Chapter 22, Subchapter

K of the Texas Administrative Code. The program is funded through appropriations by the Texas Legislature from various

revenues. The purpose of the Top 10 Percent Scholarship program is to encourage outstanding high school students who graduate within the top 10 percent of their high school graduating class to attend a public college or university in Texas.

State Priority Deadline (TEC, Section 56.008)

The Texas Higher Education Coordinating Board (THECB) provides a uniform priority deadline for applications that qualify

for financial assistance in an academic year. General Academic Teaching Institutions (GATIs) in Texas must publicize and

use March 15 as the state priority deadline for identifying eligible students to be given priority in receiving awards through the state financial aid programs. All other public institutions are encouraged to use this state priority deadline.

Institutions have the flexibility to define what it means to meet the priority deadline at their institution. It is encouraged that institutions adopt a policy and procedure to ensure students are awarded consistently for this program.

Eligible Institutions (TAC, Section 22.198)

Public institution of higher education are eligible to participate in the Top 10% Scholarship program (See TEC, Section

61.003).

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Top 10% 2016-17 18

ELIGIBILITY

Top 10% Scholarship Eligibility Requirements (TAC, Section 22.199)

Beginning with the 2015-2016 academic year, only renewal awards are available. Each institution's financial aid office will determine renewal eligibility.

To receive an Renewal Year award, a student must meet the following requirements:

Be an undergraduate student who previously received an IY award at a public 2-year, 4-year, or HRI institution

Complete the Free Application for Federal Student Aid (FAFSA) or the Texas Application for State Financial Aid

(TASFA)

Be enrolled full-time as of the census date

Be registered with Selective Service, or be exempt

Have unmet financial need equal to cost of attendance (COA) minus the expected family contribution (EFC) minus

the Pell grant eligibility amount is greater than zero. (Need = COA – EFC – Pell > $0)

Maintain satisfactory academic progress

Be classified by the institution as a Texas Resident

Discontinuation of Eligibility (TAC, Section 22.200)

Unless a hardship is granted, a student’s eligibility ends if any of the following maximums have been met:

Time limit Degree obtained Number of awards

4 Consecutive Years

Baccalaureate

No Hardship Allowed

4 Awards

No Hardship Allowed

Hardship Provisions (TAC, Section 22.201)

A student who is ineligible for the Top 10% scholarship based on the general requirements may be deemed eligible under a hardship provision. There are limitations on which eligibility requirements can be granted a hardship. Each institution

must adopt a hardship policy and have the policy available for public review upon request. All hardship decisions must be documented in the student’s record and be available for submission to the THECB if requested.

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Top 10% 2016-17 19

Satisfactory Academic Progress (SAP) (TAC, Section 22.201)

A student’s SAP eligibility is determined at the end of each academic year. A student must have a completion rate of

75%, complete 30 semester credit hours (SCH) hours and have a minimum 3.25 cumulative GPA on a 4-point scale in the

academic year.

IMPORTANT NOTE: A student who is below the SAP requirements at the end of the spring semester can appeal to have transfer courses included in the SAP calculation. In this case, all transfer courses must be included when determining

program eligibility. If the resulting grade point average exceeds the program's academic progress requirement, an

otherwise eligible student may receive an award in the following semester.

Academic year Satisfactory Academic Progress (SAP) Requirements

End of each academic year 30 SCH in an

academic year 75% completion rate

3.25 cumulative GPA

on a 4-point scale

AWARDING

Each institution's financial aid office will determine renewal eligibility. Eligible renewal recipients are classified as either Priority 1 or Priority 2 based on the submission of the financial aid application (See TAC, Section 22.200).

Recipients are classified as Priority 1 if the following was completed by the March 15, 2016 state priority deadline:

The Free Application for Federal Student Aid (FAFSA) was submitted in time to generate the Central Processing

System (CPS) results in a non-rejected status.

The Texas Application for State Financial Aid (TASFA) was submitted to the financial aid office.

Renewal funding will initially be limited to Priority 1 recipients. Eligible recipients that did not meet the March 15 state

priority deadline will be considered Priority 2. Each eligible institution must include both Priority 1 and Priority 2 recipients when requesting funds. While only Priority 1 recipients can initially be paid, Priority 2 recipients will be reviewed and processed if funding becomes

available. All awards through the Top 10% scholarship program are only for the fall semester or term and is based on financial need*. The maximum award amounts can be found in Appendix 1: 2016-17 Award Amount Summary.

*For this program, financial need is the cost of attendance less the expected family contribution less the Pell Grant eligibility amount is greater than zero (See TAC, Section 22.197).

PROCESSING FUNDS

Requesting Program Funds (TAC, Section 22.202)

Funds for Top 10% scholarship students will not be disbursed until the school submits a file through the secure file

transfer portal called MOVEit DMZ.

Instructions on requesting renewal funds can be found in Appendix 4: Additional Resources.

Files can be submitted to THECB as early than August 1, 2016, but no later than October 3, 2016.

Information included in the file will be used by THECB to confirm and approve funding for eligible students.

Funds received by the institution must be applied to the approved recipients’ accounts within 5 business days.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is

available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to the THECB.

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TASSP 2016-17 20

TEXAS ARMED SERVICE SCHOLARSHIP

PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written in the Texas Education Code (TEC) and Title 19 of the Texas Administrative Code (TAC). The program statutes and rules should always

be used by an institution when administering this program. The guideline information provided in this document is to be used solely as

a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 21.2240)

The Texas Armed Services Scholarship Program (TASSP) is authorized by Chapter 61, Section 61.9771 in Subchapter A of the Texas Education Code. Rules establishing procedures to administer the subchapter can be found in Chapter 21,

Subchapter RR of the Texas Administrative Code. The purpose of the TASSP is to encourage students to become

members of the Texas Army National Guard, Texas Air National Guard, Texas State Guard, United States Coast Guard or United States Merchant Marine, or to become commissioned officers in any branch of the armed services of the United

States.

Eligible Institutions (TAC, Section 21.2244)

Public institutions of higher education, as defined in TEC, Section 61.003(8), and private or independent institutions of

higher education, as defined in TEC, Section 61.003(15), can participate.

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TASSP 2016-17 21

ELIGIBILITY

TASSP Eligibility Requirements (TAC, Section 21.2244 and Section 21.2246)

Each year the governor and the lieutenant governor may each appoint two students, and each state senator and each state representative may appoint one student to receive an initial conditional award. In order to be considered for a

TASSP award, a student enrolling in higher education directly from high school must meet two of the four academic

criteria at the time of application:

Be on track to graduate or graduated high school with the Distinguished Level of Achievement Plan, or the

International Baccalaureate Program (IB); Have a high school GPA or 3.0 or higher on a 4.0 scale;

Achieved a college readiness score on the SAT (1070) or ACT (23);

Be ranked in the top one-third of the prospective high school graduating class.

To receive an Initial Year award,

a student must:

To receive an Renewal Year award,

a student must:

Be appointed by the governor, lieutenant governor,

state senator or state representative before the

September 2, 2016 deadline

Be enrolled and in good standing in a Reserve Officers

Training Corps (ROTC) at an eligible institution

Enter into a written agreement with THECB to:

o Complete four years of ROTC training

o Graduate no later than six years after the date first

enrolled after receiving a high school diploma or

General Educational Diploma (GED)

No later than six months after graduation, enter into:

o A four-year commitment to be a member of the

Texas Army National Guard, Texas Air National

Guard, Texas State Guard, United States Coast

Guard, or United States Merchant Marine; OR

o Contract to serve as a commissioned officer in any

branch of the armed services of the United States

Maintain satisfactory academic progress as

determined by the institution

Continue to be a member of the Reserve Officers’

Training Corps (ROTC)

Not have earned a baccalaureate degree or

completed a cumulative total of 150 hours

(includes transferred hours)

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TASSP 2016-17 22

AWARDING

The amount of TASSP award in an academic year cannot exceed $15,000. The TASSP award maximum will be determined

in September 2016 by THECB. The award amount cannot exceed the difference between the total cost of attendance and other forms of student financial assistance the student borrower is eligible for (See TAC, Section 21.2242).

PROCESSING FUNDS

Requesting Program Funds

Funds will not be processed until the Financial Aid Administrator certifies the application and verifies that the promissory

note is signed by the borrower. When certifying a TASSP application, Financial Aid Administrators can: o Certify applications by logging in to HELM-Net; OR

o Request approval to submit the application using a commonline file via MOVEit DMZ.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to

the THECB.

REPAYMENT

A TASSP will be converted to a loan if the recipient fails to:

o Maintain satisfactory academic progress as required by the institution’s ROTC program for continued participation in the program.

o Does not meet any of the terms in the TASSP agreement. o Fulfill one of the following:

Does not complete a four-year commitment to be a member of the Texas Army National Guard,

Texas Air National Guard, Texas State Guard, United States Coast Guard, or United States Merchant Marine; OR

Does not contract to serve as a commissioned officer in any branch of the armed services of the United States.

If a recipient requires a temporary leave of absence from the institution and/or the ROTC program for personal reasons or to provide service for the Texas Army National Guard, Texas Air National Guard, Texas State Guard, United States

Coast Guard, or United States Merchant Marine for fewer than twelve months, THECB may agree to not convert the awards received to a loan during that time.

If a recipient is required to provide more than twelve months of service in the Texas Army National Guard, Texas Air National Guard, Texas State Guard, United States Coast Guard, or United States Merchant Marine as a result of a national

emergency, THECB can grant that recipient additional time to meet the graduation and service requirements specified in the Texas Armed Services Scholarship agreement (See TAC, Section 21.2247).

If the awards received are converted to a loan, the recipient will have a 6-month grace period from the date the student ceases to be enrolled at least half-time at an eligible institution. Repayment begins after the expiration of the 6-month

grace period. The TASSP loan has a 15-year repayment period. TASSP loans currently have a 4.50% fixed annual interest rate (See TAC, Section 21.2248).

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EAE 2016-17 23

EDUCATIONAL AIDE EXEMPTION PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written

in the Texas Education Code (TEC) and Title 19 of the Texas Administrative Code (TAC). The program statutes and rules should always be used by an institution when administering this program. The guideline information provided in this document is to be used solely as

a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 21.1080)

The Educational Aide Exemption (EAE) program is authorized by Chapter 54, Section 54.363 in Subchapter A of the Texas

Education Code. Rules establishing procedures to administer the subchapter can be found in Chapter 21, Subchapter II of the Texas Administrative Code. The purpose of the Educational Aide Exemption program is to encourage certain

Educational Aides to complete full teacher certification by providing need-based exemptions from the payment of tuition and certain mandatory fees at Texas public institutions of higher education.

Eligible Institutions (TAC, Section 21.1082)

Any public institution of higher education is eligible to participate as defined by TEC, Section 61.003. All institutions will be invited annually to partake in the Educational Aide Exemption program allocation process. Those choosing not to

participate will not be considered in the allocation calculations for the relevant year.

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EAE 2016-17 24

ELIGIBILITY

Educational Aide Exemption Eligibility Requirements (TAC, Section 21.1083)

To receive an Educational Aide Exemption award, a student must:

Be classified by the institution as a Texas Resident

Be registered for the Selective Service or be exempt

Demonstrate financial need

Have been employed by a public school district in

Texas working in the classroom directly with the

students on a full-time basis as:

An Educational Aide for at least one school year,

in the last five years from the term or semester

of the applicant’s initial award; OR

A substitute teacher, for 180 or more full days in

the last five years from the term or semester of

the applicant’s initial award

Meet academic requirements established by the

institution

Be employed in some capacity by a public school

district in Texas during the full term for which the

student receives the award, unless granted a hardship

Be enrolled in courses required for teach certification

at the institution granting an exemption or if enrolled in lower-level coursework, sign a statement indicating

an intention to become certified as a teacher in Texas

if the student received an EAE award prior to Fall 2012 Be enrolled in courses required for teacher certification

in one or more areas that the Texas Education Agency has determined to be experiencing a critical shortage

of teachers at public schools in Texas if the student

received an EAE award after Fall 2012

Teacher Shortage Areas

2016-17 school year: Bilingual/English as a Second Language -

Elementary and Secondary Levels

Career and Technical Education

Computer Science/Technology Applications

Mathematics

Science

Special Education - Elementary and Secondary

Levels

Hardship Provisions (TAC, Section 21.1088)

A student who is ineligible for an EAE award based on the general requirements may be deemed eligible under a hardship provision. There are limitations on which eligibility requirements can be granted a hardship. Each institution must adopt a

hardship policy and have the policy available for public review upon request. All hardship decisions must be documented in the student’s record and be available for submission to the Texas Higher Education Coordinating Board (THECB), if

requested.

Exemption from Student Teaching (TAC, Section 21.1087)

An individual who receives a baccalaureate degree required for a teaching certificate on the basis of higher

education coursework completed while receiving an EAE award is not required by the institution to participate in any field experience or internship consisting of student teaching as a requirement to receive a teaching

certificate. An individual who receives a baccalaureate degree prior to receiving a first EAE award is not eligible for a

student teaching exemption.

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EAE 2016-17 25

AWARDING

Institutions must determine the applicant’s eligibility to receive the exemption and notify both the applicant the school

district employing the applicant (TEC, Section 54.363 (d)). Fall and spring awards are made on the basis of the original

fall/spring application. If the student was not a recipient during the fall term, a fall/spring application will function as a stand-alone spring application. If the applicant also received a fall award, the spring award cannot be granted by the

institution until the school or school district confirms to the institution that it will still be employing the applicant in the spring term (See TAC, Section 21.085). The 2016-17 EAE Applications and Frequently Asked Questions (FAQs) are

available in Appendix 3: Educational Aide Exemption Resources.

Required Matching (TAC, Section 21.1086)

Participation in the EAE program requires that institutions utilize institutional matching of funds to cover at least 10% of each recipient's exemption. Institutions are not required to provide exemptions beyond those funded through

appropriations plus a 10% institutional matching funds.

PROCESSING FUNDS

Requesting Program Funds

At the beginning of each year, the year's full allocation of funds will be provided to each participating institution.

Allocations for public universities, Health-Related Institutions (HRIs), public state colleges or public technical institutions will be transferred to the institution’s cost center at the Comptroller’s Office. Allocations for community colleges will be

sent to the institution’s designated bank or other fiduciary institution, via direct deposit or ACH.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is

available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to

the THECB, unless the funds can be disbursed to an eligible student during the current fiscal year.

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BOT 2016-17 26

B-ON-TIME LOAN PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written

in the Texas Education Code (TEC) and Title 19 of the Texas Administrative Code (TAC). The program statutes and rules should always be used by an institution when administering this program. The guideline information provided in this document is to be used solely as

a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 21.121)

The Texas B-On-Time (BOT) student loan program is authorized by Chapter 56, Section 56.0092 in Subchapter A of the

Texas Education Code. Rules establishing procedures to administer the subchapter can be found in Chapter 21, Subchapter E of the Texas Administrative Code. The purpose of the Texas BOT loan program is to improve and increase

access to higher education in Texas.

Eligible Institutions (TAC, Section 21.123)

The following institutions are eligible to participate in the BOT program: Public institution of higher education other than public state colleges (See TEC, Section 61.003(3))

Medical and dental units that offer baccalaureate degrees (See TEC, Section 61.003(5))

Private or independent institutions of higher education that offer baccalaureate degrees (See TEC, Section

61.003(15))

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BOT 2016-17 27

ELIGIBILITY

B-On-Time Eligibility Requirements (TAC, Section 21.125)

Beginning with the 2015-2016 academic year, only renewal awards are available. Each institution's financial aid office will determine renewal eligibility.

To receive an Renewal Year (RY) award, a student must meet the following requirements:

Be an undergraduate baccalaureate student that previously received an IY award

Be enrolled full-time in a baccalaureate degree program at an eligible institution

Have not earned a baccalaureate degree

Be classified by the institution as a Texas Resident or be entitled to pay resident tuition rates as a dependent child of

a member of the U.S. armed forces

Be eligible to receive federal financial aid

Maintain satisfactory academic progress

Discontinuation of Eligibility (TAC, Section 21.125)

A BOT award must be discontinued after the student has attempted 150 SCH.

Hardship Provision (TAC, Section 21.127)

A student who is ineligible for the B-On-Time Loan based on the general requirements may be deemed eligible under a

hardship provision. There are limitations on which eligibility requirements can be granted a hardship. Each institution must adopt a hardship policy and have the policy available for public review upon request. All hardship decisions must be

documented in the student’s record and be available for submission to the THECB if requested.

IMPORTANT NOTE: No student enrolled less than six semester credit hours (SCH) may receive a B-On-Time Loan.

Satisfactory Academic Progress (SAP) (TAC, Section 21.125)

A student’s SAP eligibility is determined at the end of each academic year. A student must complete 75% of total attempted hours in the academic year and have a minimum 2.5 cumulative GPA on a 4-point scale or its equivalent.

If, in any given academic period, a student drops courses and is no longer taking a full-time course load, and does not receive a refund of the BOT loan for that period, the dropped courses will be counted toward the calculation of the 150-

hour limit.

IMPORTANT NOTE: A student who is below the SAP requirements at the end of the semester can appeal to have

transfer courses included in the SAP calculation. In this case, all transfer courses must be included when determining program eligibility. If the resulting grade point average exceeds the program's academic progress requirement, an

otherwise eligible student may receive an award in the following semester.

Academic Year Satisfactory Academic Progress (SAP) Requirements

End of 2nd academic year or later 75% attempted completion rate in an

academic year 2.5 cumulative GPA on a

4-point scale

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BOT 2016-17 28

AWARDING

. In determining the amount of a BOT award, students can only receive funding up to their cost of attendance (COA) which includes tuition, fees, books and room and board. When certifying a BOT loan, the institution is confirming that the

amount of the loan does not exceed the difference between the COA and other forms of student assistance for which the

student is eligible (See TAC Section 21.216). The maximum award amounts can be found in Appendix 1: 2016-17 Award Amount Summary.

PROCESSING FUNDS

Requesting Program Funds

Funds will not be processed until the promissory note is signed by the borrower and the Financial Aid Administrator certifies the loan using the following two options:

Directly certifying a loan by logging in to HELM-Net.

Submitting a loan certification to THECB by uploading a commonline file using the secure file transfer portal

called MOVEit DMZ. Institutions can begin disbursing loans on September 6, 2016 for the 2016-17 academic year.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is

available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to

the THECB.

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BOT 2016-17 29

REPAYMENT

BOT loans have a 6-month grace period from the date the student ceases to be enrolled at least half-time at an eligible

institution. Repayment begins after the expiration of the 6-month grace period. The BOT loan has a 15-year repayment

period or a minimum monthly payment of $75.00. BOT loans currently have a 0% interest rate (See TAC, Section 21.131).

Deferments for education enrollment or forbearances (financial hardship) are available. If the account defaults and a

judgment is entered against the borrower, interest will begin to accrue at the legal rate described in the “Terms and

Notices” from the date of judgment until the entire debt is paid in full.

Forgiveness Requirements (TAC, Section 21.129)

A Texas B-On-Time loan can be forgiven if the student is awarded a baccalaureate degree from an eligible institution, and the student either:

Graduated with a B average, or a cumulative grade point average of at least 3.0 on a 4-point scale, and received:

o A baccalaureate degree within four calendar years after the date the student initially enrolled in an

eligible institution.

o A baccalaureate degree within five calendar years after the date the student initially enrolled in an eligible institution if the institution has reported or will report that the student graduated with a degree in

architecture, engineering, or any other program that the institution certifies to THECB is a program that requires more than four years to complete.

Graduated with a B average, or a cumulative grade point average of at least 3.0 on a 4-point scale, with a total

number of course credit hours earned, including transfer credit hours and excluding hours earned exclusively by examination, dual credit course hours, and hours earned for developmental coursework that an institution

required the student to take under TEC, Section 51.3062 (relating to Success Initiative), or under the former

provisions of TEC, Section 51.306 (relating to Texas Academic Skills Program), that is not more than six hours more than the number of credit hours required to complete a baccalaureate degree.

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CAL 2016-17 30

COLLEGE ACCESS LOAN PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written in the Texas Education Code (TEC) and Title 19 the Texas Administrative Code (TAC). The program statutes and rules should always

be used by an institution when administering this program. The guideline information provided in this document is to be used solely as a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 21.51)

The College Access Loan (CAL) program is authorized by Chapter 52, Section 52.01 in Subchapter A of the Texas

Education Code. Rules establishing procedures to administer the subchapter can be found in Chapter 21, Subchapter C of the Texas Administrative Code. The CAL program provides alternative educational loans to Texas students who are unable

to meet the Cost of Attendance (COA). The CAL may be used to cover part or all of the student's COA. The amount of

federal aid that the student is eligible for (regardless of whether the funds are accepted) must be deducted from the cost of attendance in determining the CAL loan amount.

Eligible Institutions (TAC, Section 21.54)

The following institutions and entities located in Texas are eligible to participate in the CAL program:

Public or private nonprofit institution of higher education, including a junior college, accredited by a recognized

accrediting agency as defined by TEC, Section 61.003; OR Entities, including Regional Education Services Centers, approved by the State Board of Educator Certification to

offer an alternative certification program can participate without being approved by the U.S. Department of Education for the purpose of guaranteeing THECB against loss due to death, disability, or default of borrower

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CAL 2016-17 31

ELIGIBILITY

CAL Eligibility Requirements (TAC, Section 21.55)

To receive CAL loan, a student must meet the

following requirements:

To qualify for a loan,

students or cosigners must:

Be classified by the institution as a Texas Resident Be enrolled at least half-time in:

a course of study leading to a certificate, an

associate, baccalaureate, graduate, or higher degree; OR

an approved alternative educator certification

program

Meet the satisfactory academic progress requirements set by the institution

Receive a favorable credit evaluation or provide a cosigner who has good credit standing and meets

other requirements

Have an Experian VantageScore of 591 or higher Not have any public records such as tax liens or

bankruptcy proceedings Have a minimum of 5 credit trade lines, excluding

student loans or authorized user accounts

Not have defaulted on any federal or private education loans

Cosigners must:

Be at least 21 years of age

Have a regular source of income

Not be the borrower or the spouse of the borrower Receive a favorable credit evaluation

Be a U.S. citizen or a permanent U.S. resident and reside in the U.S. or in a U.S. territory

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CAL 2016-17 32

AWARDING

In determining the amount of a CAL award, students can only receive funding to cover reasonable expenses, not to exceed the cost of attendance (COA) (See TAC, Section 21.58 and IRS Certification Requirements). When certifying a CAL

loan, institutions are confirming that the amount of the requested loan is greater than $100 and does not exceed the difference between the total COA and other forms of financial assistance for which the student is eligible. The other forms

of student assistance that must be considered when determining the amount of any CAL that a student borrower is

eligible to receive include:

Free sources of student aid, such as gifts, grants and scholarships; AND The amount of any Federal Perkins loan and Federal Direct Stafford loan (inclusive of subsidized and

unsubsidized) that a student borrower is eligible to receive. Only Federal Perkins loans (to the extent that your

institution has Perkins funds to award) and Federal Direct Stafford loans are to be considered - not Federal PLUS loans.

Loan Origination (TAC, Section 21.59)

Loan origination fees will be based on the higher of the borrower or cosigner's Experian VantageScore:

0% fee for Experian VantageScore of 711 or greater

3% fee for Experian VantageScore between 651 and 710

5% fee for Experian VantageScore between 591 and 650

PROCESSING FUNDS

Requesting Program Funds

THECB will no longer calculate allocation amounts for each institution. The institution can certify eligible CAL loans

throughout the academic year on an as-needed basis. Funds will not be disbursed until the promissory note is signed by the borrower (and co-signer, when applicable) and the Financial Aid Administrator certifies the loan using the following

two options: Directly certifying a loan by logging in to HELM-Net.

Submitting a loan certification to THECB by uploading a commonline file using the secure file transfer portal

called MOVEit DMZ.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to

the THECB.

REPAYMENT

CAL loans have a 6-month grace period from the date the student ceases to be enrolled at least half-time at an eligible institution. Repayment begins after the expiration of the 6-month grace period (See TAC, Section 21.62). The CAL loan

has a 10-year repayment period for balances under $30,000 and a 20 year repayment period for balances over $30,000.

CAL loans currently have a 4.50% fixed annual interest rate (See TAC, Section 21.160). The loan will not be sold to another lender.

IMPORTANT NOTE: Postponements of loan repayment and income-sensitive or graduated repayment

schedules are available on HHloans.

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TCWS 2016-17 33

TEXAS COLLEGE WORK-STUDY PROGRAM

The Program Guidelines discussed in this document are intended to support institutions by outlining the basic concepts that are written

in the Texas Education Code (TEC) and Title 19 of the Texas Administrative Code (TAC). The program statutes and rules should always be used by an institution when administering this program. The guideline information provided in this document is to be used solely as

a resource and does not supersede the statute and/or rules for this program.

Program Authority and Purpose (TAC, Section 21.401)

The Texas College Work-Study (TCWS) program is authorized by Chapter 56, Section 56.073 in Subchapter E of the

Texas Education Code. Rules establishing procedures to administer the subchapter can be found in Chapter 21, Subchapter M of the Texas Administrative Code. The program is funded by appropriations authorized by the Texas

Legislature. The purpose of the TCWS program is to provide employment to eligible students with financial need. These

positions are funded in part by the state of Texas, and enable these students to attend eligible public or private institutions of higher education in Texas.

State Priority Deadline (TEC, Section 56.008)

The Texas Higher Education Coordinating Board (THECB) provides a uniform priority deadline for applications that qualify

for financial assistance in an academic year. General Academic Teaching Institutions (GATIs) in Texas must publicize and use March 15 as the state priority deadline for identifying eligible students to be given priority in receiving awards

through the state financial aid programs. All other public institutions are encouraged to use this state priority deadline.

Institutions have the flexibility to define what it means to meet the priority deadline at their institution. It is encouraged that institutions adopt a policy and procedure to ensure students are awarded consistently for this program.

Eligible Institutions (TAC, Section 21.403)

Any public, private, or independent institution of higher education as defined in TEC, Section 61.003, except a theological

or religious seminary, are eligible to participate in TCWS program. Each eligible institution will receive an annual allocation of state funds appropriated for the TCWS program. Earnings from this allocation are subject to employer matching

requirements (See Required Matching). All state funds must be used for student earnings.

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TCWS 2016-17 34

ELIGIBILITY

TCWS Eligibility Requirements (TAC, Section 21.404)

To receive TCWS award, a student must meet the following requirements:

Be classified by the institution as a Texas Resident

Be registered with Selective Service, or be exempt

Be enrolled at least ½ time in a plan leading to a degree or certification

Demonstrate financial need

Not be a recipient of any form of athletic scholarship during the semester(s) he/she is receiving TCWS

Not be enrolled in a seminary or other program leading to ordination or licensure to preach for a religious sect or to

be a member of a religious order

Eligible Employers (TAC, Section 21.405)

An eligible institution may enter into agreements with outside employers to participate in the general work-study

program. To be eligible to participate, an employer must:

Provide part-time employment to an eligible student in non-partisan and non-sectarian activities. Provide employment that is related to the student's academic interests, when possible.

Use Texas College Work-Study program positions only to supplement and not to supplant positions

normally filled by persons not eligible to participate in the program.

Participating for-profit employers must:

Provide no less than 50 percent of an employed student's wages and 100 percent of other employee benefits for the employed student, if the employer is a profit-making entity.

Participating non-profit Employers must:

Provide no less than 25 percent of an employed student's wages and 100 percent of other employee

benefits for the employed student from sources other than federal college work-study program funds, if the employer is a nonprofit entity, unless the institutions is eligible for a waiver of matching funds

(See Required Matching).

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TCWS 2016-17 35

AWARDING

In determining the amount of a TCWS award, the award cannot exceed the student’s calculated need which includes state

and employer matching funds.

Beginning with the 2016-17 academic year, each eligible institution must ensure that at least 20 percent, but no more than 50 percent, of the employment positions provided through the TCWS program in an academic year are provided by

eligible employers who are providing off-campus employment (See TAC, Section 21.405).

Over Awards (TAC, Section 21.406)

If, after an award has been accepted the student receives assistance which would result in an over-award, an institution is not required to adjust the TCWS award unless the sum of the over-award is greater than $300.

Summer Awards (TAC, Section 21.407)

Unless given specific permission by the Texas Higher Education Coordinating Board (THECB) to use funds for summer awards, schools will be required to utilize the original TCWS allocation of funds for employment during the 9-month academic year (fall and spring terms). However, institutions may use “reallocated” funds for summer awards, but the

funds must be expended by August 31 of the fiscal year.

Required Matching (TAC, Section 21.405)

Institutions eligible for Title III funds from the U.S. Department of Education (DOE) are exempt from the TCWS program requirement to provide 25 percent of an employed student's wages if the employer is a nonprofit entity. To

qualify, institutions must submit to the THECB a current copy of the Title III eligibility letter issued by the DOE.

PROCESSING FUNDS

Requesting Program Funds

At the beginning of each year, the year's full allocation of funds will be provided to each participating institution to reimburse students for work completed. Allocations for public universities, Health-Related Institutions (HRIs) or public

technical institutions will be transferred to the institutions cost center at the Comptroller’s Office. Allocations for community colleges or independent institutions will be sent to the institution’s designated bank or other fiduciary

institution, via direct deposit or ACH.

Returning Program Funds

Before any funds are returned to the THECB, a Return of Funds Form must first be submitted and approved. This form is

available on the SFAP Information Website. Funds that have been disbursed to an ineligible student must be returned to the THECB, unless the funds can be disbursed to an eligible student during the current fiscal year.

Authority to Transfer Funds (TAC, Section 21.409)

Institutions participating in a combination of TEXAS Grant, TEOG, TEG and Texas College Work-Study (TCWS) may transfer up to 10% of the institution’s total annual program allocation or $20,000 (whichever is less) between programs in

a given fiscal year. The transfer for funds must be encumbered by the institution by February 20th. A summary that outlines the authority to transfer process is available in Appendix 2: Authority to Transfer Funds.

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AWARD AMOUNT SUMMARY 2016-17 36

Appendices

Appendix 1: 2016-17 AWARD AMOUNT SUMMARY

TEXAS Grant

Institution Type Award Max/Year Award Max/Semester TXG Only

Target Award/Year TXG Only

Target Award/Semester

Public Universities, HRIs, Public State Colleges

$8,722 $4,361 $5,000 $2,500

Public Technical Institutions $4,572 $2,286 $2,500 $1,250

Community Colleges $2,832 $1,416 $1,325 $663

TEXAS Grant - EFC cap for Initial Year (IY) awards will be $5,233 for General Academic Teaching Institutions (GATIs).

TEOG

Institution Type Award Max/ year

Award Maximum Per Semester Based on Census Date Enrollment

Full-Time (12+ SCH’s)

Three-Quarter

Time (9-11 SCH’s)

Half-Time (6-8 SCH’s)

< Half-Time (1-5 SCH’s)

Public State Colleges $5,486 $2,743 $2,057 $1,372 $0

Public Technical Institutions $4,756 $2,378 $1,784 $1,189 $0

Community Colleges $2,832 $1,416 $1,062 $708 $0

TEOG - EFC cap for Initial Year (IY) awards will be 5,233 for Community Colleges, State and Technical institutions.

TEG

Institution Type Award Max/Year Exceptional Need

Private Institutions $3,364 $5,046

TEG - EFC’s ≤ $1,000 may receive up to the Exceptional Need award amount.

Top 10% Scholarship

Institution Type Award Type Award Max/Year

Public Institutions

Priority 1 $2,000

Priority 2 TBD

B-On-Time Loan

Institution Type Award Max/Year Award Max/Semester

Public Universities, HRIs, State Colleges and Private/Independent Institutions

$8,722 $4,361

Public Technical Institutions $4,572 $2,286

Community Colleges $2,832 $1,416

A 3% origination fee will be deducted from the loan proceeds.

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AUTHORITY TO TRANSFER 2016-17 37

Appendix 2: AUTHORITY TO TRANSFER FUNDS

Program Rule

From To Authority to Transfer

TEXAS Grant TEOG

TEG TCWS

Institutions may transfer up to

10% or 20,000 of the individual

program annual allocation

(whichever is less) TCWS

TEXAS Grant TEOG

TEG

Funds can only be transferred from a grant to TCWS or vice versa, never from a grant to a grant.

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OR

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Page 42: State Financial Aid Texas Higher Education Coordinating Board

EDUCATIONAL AIDE EXEMPTION 2016-17 38

Appendix 3: EDUCATIONAL AIDE EXEMPTION

RESOURCES

2016-17 EDUCATIONAL AIDE EXEMPTION APPLICATIONS

FALL/SPRING APPLICATION

SUMMER APPLICATION

2016-17 FREQUENTLY ASKED QUESTIONS

FAQ – INSTITUTION EDITION

FAQ – STUDENT EDITION

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ADDITIONAL RESOURCES 2016-17 39

Appendix 4: ADDITIONAL RESOURCES

THECB CONTACT INFORMATION

Contact THECB’s Financial Aid Services Team Austin Metro: (512) 427-6340

Outside Austin Metro: (800) 242-3062 / (844) 792-2640 Available October 3, 2016

FOR PROGRAM SPECIFIC QUESTIONS, EMAIL:

Toward EXcellence, Access, & Success (TEXAS) Grant [email protected]

Texas Educational Opportunity Grant (TEOG) [email protected]

Tuition Equalization Grant (TEG) [email protected]

Top 10 Percent Scholarship [email protected]

Texas College Work-Study (TCWS) [email protected]

Educational Aide Exemption (EAE) [email protected]

General information on: exemption and waivers, state

loan programs and other questions or topics [email protected]

OTHER RESOURCES FOR INSTITUTIONS

General program information for institutions Student Financial Aid Programs Information Website

General loan information HHloans

Texas Program Statutes Texas Education Code

Texas Program Rules Texas Administrative Code

Information concerning program processing, procedures,

allocations, and other topics will be communicated to institutions through the GovDelivery system. In order to

receive these communications, interested individuals

must subscribe.

GovDelivery

AVAILABLE FORMS

TEXAS Grant, TEOG, TEG, TCWS Authority to Transfer

TEXAS Grant, TEOG, TEG, TCWS, Top 10% Scholarship,

BOT, CAL, TASSP, EAE Return of Funds Form

TEXAS Grant, TEOG, TEG Funds Request Form Instructions

Top 10% Scholarship Funds Request File Instructions

CALENDAR

Institutional Calendar

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