State Aid in TexasTASFAA ABC’s Pre-Conference Workshop

October 2013

Jane CaldwellDirector, Grants and Special Programs

Texas Higher Education Coordinating Boardjane.caldwell@thecb.state.tx.us

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State Aid = 6.1% of Aid in Texas (FY12)

Institutional$1,074.29 million

11.7%

Other$713.28 mil-

lion7.7%

State$566.44 mil-

lion6.1%

Federal$6,877.06 million

74.5%

* State fiscal year 2014 = 2013-2014 academic year

** Beginning fall 2014, 2-year schools are being phased out of these programs.

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State Aid Programs – FY2014*

Program Eligible Institutions

Eligible Students

TEXAS Grant All public** Undergraduate

Tuition Equalization Grant

Independent Non-profit

Undergraduate and Graduate

TX Educational Opportunity Grant

2-year public Undergraduate

TX College Work-Study

Public & Independent Nonprofit

Undergraduate and Graduate

Top 10 Scholarship All Public Undergraduate

B-On-Time Loans All Public** Undergraduate

CAL Loans Public & Independent Nonprofit

Undergraduate and Graduate

• Signed agreements/MOU’s with the CB – to follow statutes and rules; subject to audits and reviews

• Program rules; written by CB & posted on CB site• Program guidelines; (requirements/deadlines) from CB• Program allocations (each school’s share of a program’s

funds); calculated by CB & announced to the institutions• Funds requests; submitted by schools, requesting

periodic disbursements• Reports (End-of-Year & Financial Aid Database Report);

designed by CB & compiled and submitted by institutions

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Institutions/CB Communications

Federal StateEFC Calculation Use the FAFSA, including PJ

and verificationUse the FAFSA, including PJ and verificationAlso accept TASFA

SAP Requirements for Grants

GPA and completion rates GPA and completion rates, but they differ by program

Residency US Citizens, Permanent Residents and Eligible Noncitizens

Texas residents as defined by state law

Period of Eligibility 150% of hours for degree Varies by program

Definition of Fiscal Year (FY)

References first calendar year of academic termFY2014 = 2014-2015FY Period: July 1 – June 30

References last calendar year of academic termFY2014 = 2013-2014FY Period: Sept. 1– Aug. 31

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State vs Federal Programs

Immigration Status (FAFSA) (TASFA)

I am a U.S. citizen x  

I am a permanent resident with an Alien Registration Card (I-551)

x  

I am a conditional permanent resident with visa type I-551C x

I am an eligible noncitizen with an Arrival/Departure Record (I-94) showing one of the following: *Refugee *Asylum granted *Parolee (minimum of 1 year) *Cuban-Haitian entrant

x

 

I do not meet one of the statuses above; however, I have been classified as a Texas resident and therefore am eligible to pay the Texas in-state tuition rate. My classification as a Texas resident is NOT due to a waiver.

 

x 

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Texas Application for State Fin. Aid

RESIDENCY IS NOT DETERMINED BY THE FA OFFICE. IT IS DETERMINED BY THE REGISTRAR/ADMISSIONS OFFICE.

1. It is not based on FAFSA data.

2. It is not based on where they graduated from High School.

3. Use the coding from the Registrar/Admissions Office. If you believe they made an error, work things out with them. It is VERY important that your school be consistent in its reporting of residency.

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Classification as a TX Resident

Funded through set-asides from tuition. Eligibility requirements:

• Enroll at a public institution

• Financial need

• Register with Selective Service or be exempt (all public institutions

but CC’s)

Awarded based on institution’s policies and procedures. Continuation award eligibility:

• Not an entitlement – renewal awards occur at the institution’s

discretion

• No statutory end to student eligibility

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Texas Public Education Grant (TPEG)

Eligibility requirements:• Texas resident enrolled full-time and eligible for federal aid

• New, Fall 2014: can be awarded with TXG; unused funds swept on Feb. 20; no disbursements before 9/01; 2-yr inst – RY only; counseling required for high default & low forgiveness rates

Continuation award eligibility:• End of 1st year – institution’s SAP policy• Thereafter, overall GPA of 2.5; 75% completion in prior year• Ends with completion of a BA or 150 hours of BOT

Repayment benefits:• Loan forgiveness if graduate within a certain time frame, number

of hours, and with a certain GPA• 0% interest loan if not eligible for forgiveness

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Texas B-On-Time Loan (BOT)

• Available at public and private/non-profit institutions • Funded through the sale of state bonds• Eligibility requirements:• Texas resident enrolled at least ½ time• Receive a favorable credit evaluation or provide an eligible

cosigner who has good credit standing• Meet the institution’s SAP policy

• New, fall 2014: tiered origination fees based on highest score of student or cosigner – 0%, 3%, or 5%

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College Access Loan Program (CAL)

Available at public and private institutions Funded through appropriations Matching funds required unless proof is provided to the CB that

matching is waived for Federal WS Eligibility requirements:• Texas resident undergraduate or graduate student with financial

need and enrolled at least ½-time• Registered with Selective Service (or exempt)• Not receiving an athletic scholarship• Not enrolled in a seminary or other program leading to ordination

or licensure to preach for a religious sect or be a member of an order.

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Texas College Work-Study (TCWS)

Funded through appropriations.

Eligibility requirements:• Texas resident or National Merit Finalist with need and enrolled ≥¾-time• Undergraduate or graduate• Registered with Selective Service (or exempt)• Not receiving an athletic scholarship• Paying more tuition than is required at a comparable public institution

• Continuation award eligibility:• First year – meet college SAP• Subsequent years: 2.5 GPA, 75% completion rate; complete 24 SCH per year UG,

(18 SCH per year for Grads) • Eligibility ends for undergrads -- 5 year max for 4 year degree, or 6 year max for 4+

year degree

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Tuition Equalization Grant (TEG)

Funded through appropriations Eligibility requirements:• Texas resident, registered with Selective Service (or exempt).• Recommended or higher HS curriculum; graduate from TX public

or private HS in top 10 percent of the class• Meet priority deadline; show need (COA – EFC – PELL >=$1)• Maintain full-time enrollment through fall census date• Clear verification, duplicate award, etc. by October 1

Continuation award eligibility:• Cumulative 3.25 GPA, complete 30 SCH and 75% of the hours

attempted in the previous year• Eligibility ends with BA or 4 years – whichever comes first

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Top 10 Percent Scholarship

Funded through appropriations Initial eligibility requirements:• Entering undergraduate at 2-year institution; not receiving a TX Grant• Texas resident with need, EFC < 2,000 and enrolled at least ½ time • Registered with Selective Service (or exempt) and no drug conviction

Continuation award eligibility:• Calculated need• End of 1st year – institution’s SAP policy; end of 2nd year and

thereafter – overall GPA of 2.5 and 75% annual completion rate• Eligibility ends with the first of AD, 75 SCH’s, or 4 years

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TX Educational Opportunity Grant (TEOG)

TEXAS Grants

Changes are noted with red ink.

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Funded through appropriations Initial Award Eligibility:• TX resident with need; EFC < $4,620; enrolled ¾ time; and• Registered with Selective Service (or exempt); no drug conviction; ando If graduated under the Recommended HS Curriculum (or higher), be

an entering undergraduate at any public institution within 16 months of HS graduation and if entering a public university, Lamar-Orange or Lamar-Port Arthur, meet Priority Model requirements to get top consideration; OR

o Be an in-coming undergraduate with an associate’s degree who enters within 12 months of the receipt of the AD

o Be an in-coming undergraduate who graduated HS on/after May 1, 2013, entered the military within 12 months of HS graduation and is enrolling within 12 months of an honorable discharge

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TEXAS Grants, 2013-2014

Only applies to universities, Lamar-O and Lamar-PA

Priority will be given to students who meet the priority deadline, meet program basic requirements and qualify under any two of the following four areas of academic achievement :

Left-over funds after priority students are awarded will go to other eligible students meeting current requirements

Flag priority model recipients for tracking!

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TXG Priority Model, 2013-2014

Advanced Academic Programs(12 SCH, DAP, or IB)

Class Standing(top 3rd of class or B average)

TSI Readiness(meet TSI thresholds or be exempt)

Advanced Math(math class beyond Algebra II)

• No IY awards at the 2-year institutions, including Lamar-O and PO; IY awards only at universities, med & dental units

• EFC cap for IY will be updated for new year tuition and fee costs• Foundation Program added to eligible HS curriculums• Enrollment in baccalaureate degree program required• New transfer student IY pathway:

no previous TXG, at least 24 SCH, 2.5 overall GPA, TEOG in fall 2014

• Flag transfer students for tracking!

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TXG Initial Award Changes, Fall 2014

Basic RY Eligibility:• Must show financial need• SAP – at end of 1st year – meet institution’s SAP policy; • SAP – at end of 2nd year and thereafter – overall GPA of 2.5, 75%

annual completion rate, and 24 SCH’s completed per year◦ Eligibility ends with BA, 150 grant SCH’s, or 5 years for 4-year plan; 6

years for 4+ year plan whichever occurs first

STARTING Fall 2014: RY awards at the 2-year institutions limited to eligible students with an IY award prior to fall 2014

STARTING Fall 2014: RY awards at 4-year institutions limited to eligible students working on baccalaureate degrees unless the IY award was received prior to fall 2014

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TXG Renewal Awards

Grants & Special Programs: 1-800-242-3062 or 512-427-6340 grantinfo@thecb.state.tx.us G&SP Distribution List:

• Official communications – program guidelines, allocations, +

• Subscribe or unsubscribe to G/SP distribution list:

• http://lists.state.tx.us/mailman/listinfo/txgnsp-l• G&SP Information Site:

• Webinars, program information, report information, etc.

• https://www1.thecb.state.tx.us/apps/SpecialPrograms/

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Keep in Touch!

You have entered a career that is extremely important, rewarding, challenging…and that can be very frustrating.

Remember, you help students achieve their dreams.

It is an honor to work with you. Please contact us if we can ever be of assistance.

Jane Caldwell &Grants/Special Programs

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Congratulations!