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
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
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
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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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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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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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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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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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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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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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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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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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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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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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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