Work Study Panel

1. Work Study Panel National Association of State Student Grant and Aid Programs Fall 2008 New Orleans, LA October 8, 2008

2. AGENDA • Overview - Federal Work Study (FWS) • What is the History of Federal Work Study? • How is Need Determined? • How Are Funds Distributed? • What is Student Funding Criteria? • What is the Employer’s Role? • Special Details regarding FWS • State Work Study Panel Discussion (Kansas, Texas, Florida)

3. What is the FWS Program? • FWS provides: • Part-time jobs for undergraduate and graduate students with financial need • Money to help pay educational expenses • Encourages community service • Promotes work related to recipient’s course of study

4. History of FWS • Economic Opportunity Act 1964 • Mobilize the human and financial resources of our nation to assist college students and combat poverty in the U.S. • Higher Education Act of 1965 • Transferred the Work-Study program from Dept. of Labor to the Department of Health, Education, and Welfare • 1972 revision of Higher Education Act of 1965 • Included Work-Study for Community Service Learning Program • Preference given to veterans

5. History of FWS (Cont.) • Higher Education Amendments of 1992 • 5% mandate for community service work • 1998 Higher Education Act of 1965 reauthorization • 7% mandate for community service work • 2008 Reauthorization of the Higher Education Act (HEA) • Rising Cost of Postsecondary Education • Additional Funds for Off-Campus Community Service • Students assisting with early childhood education activities and activities in preparation for and during emergencies and natural disasters

6. How is Need Determined for FWS? • Students receive FWS awards from participating institutions based on their financial need determined via FASFA information • Cost of Attendance (COA) less EFC and amount of other aid equals potential award amount

7. How Are Funds Distributed? • FWS is offered at approximately 3,400 participating postsecondary institutions • Allocations are based on • institutional requests for program funding • statutory formula based on relative aggregate student need • “base guarantee” linked to historic funding level

8. FWS 3-Year Performance History Source: U.S. Department of Education - Federal Campus-Based Programs Data Book 2008

9. What is Student Funding Criteria? • Undergraduates are paid by the hour • Wages must equal at least the current federal minimum wage but might be higher, depending on the type of work and the skills required • Flexibility in the event of a Major Disaster • Payments may be made to disaster affected students in an amount equal to or less than the amount of wages such students would have been paid under this part had the students been able to complete the work obligation

10. What is the Employer’s Role? • The following employers must contribute 25% of the funding • Institutional • Public • Private not-for-profit • Private for-profit organizations must match 50% funding • Waiver of institutional match (100% Federal funding) for reading and math tutors (“America Reads” and “America Counts” initiatives)

11. Special Details - Job Types • On Campus Institutional assigned work • Public Agencies (Federal, State, Local) • Work performed must be in the public interest • Private not-for-profit organizations • Work performed must be in the public interest • Private for-profit employers • Institutional agreement • Must be relevant to student’s course of study • Attendance at Career School may contain further restrictions on assigned jobs

12. Special Details - Community Service • The U.S. Department of Education encourages colleges and universities to use FWS Program funds to promote community service activities • Institutions must use 7% of their Work-Study allocation to support student jobs in community service • Healthcare • Childcare • Service opportunities or Youth Corps • Support Services for Students with Disabilities • Reading tutors for preschool or elementary school children • Mathematics tutors for children elementary through 9th grade • Literacy tutors in a family literacy project performing family literacy activities

13. Top 9 of 53 State/Territory Participants in Federal Work-Study Program - 2006-07 * 75% of the $1 billion total earned is from Federal Funds Source: U.S. Department of Education - Fiscal Year 2001-2009 State Tables for the U.S. Department of Education

14. 14 States FundedState Work Study Programs - 2006-07 State Work study Expenditures are approximately 13% of what FWS spends Source: NASSGAP - 38th Annual Survey Report on State-Sponsored Student Financial Aid 2006-07 Academic Year

15. Federal Work-Study vs. State Work-Study 10% 10% 8% Source: U.S. Department of Education - Fiscal Year 2001-2009 State Tables for the U.S. Department of Education NASSGAP - 38th Annual Survey Report on State-Sponsored Student Financial Aid 2006-07 Academic Year

16. Work Study Performance of Panel Guests 156% 12% 2% 14% Source: U.S. Department of Education - Fiscal Year 2001-2009 State Tables for the U.S. Department of Education NASSGAP - 38th Annual Survey Report on State-Sponsored Student Financial Aid 2006-07 Academic Year

17. Panel Discussions

19. Kansas Career Work Study Program • The Kansas Career Work Study (KCWS) Program provides eligible students an opportunity to work on a part-time basis for compensation, services to or on behalf of an employer which complement and enhance the educational preparation of the eligible student’s career. • An employer is any private business, not-for-profit organization, or public agency with a place of business in Kansas.

20. Kansas Career Work Study Program • Eligible students must be Kansas residents, with a minimum 2.00 grade point average, enrolled at least half time at the six regents universities and one municipal university in the state. • Students must be in good academic standing. Recipients must be “in need of earnings from employment”. This is a looser definition of need than is found in most other student financial aid statutes. Student must have a current SAR on file with the school’s financial aid office and when the school must select among similarly skilled students, that priority is given to those with financial need.

21. Kansas Career Work Study Program • Total earnings of each eligible student shall not exceed the total cost of attendance at an eligible institution, or the amount of established financial need on the part of the eligible student, whichever is less. • The institution (or state) pays 50% of the student’s salary or wages and the employer shall pay the remaining 50%. • The employer shall bear the costs of any employee benefits, including all payments due under state or local workers’ compensation laws, under the federal insurance contribution act, federal and state income tax or under other applicable laws.

22. Kansas Career Work Study Program • In 1994, an additional component was added to this program – the Youth Education Services Program (YES) - a program for the tutoring and mentoring of high-risk elementary and secondary school students. A minimum of 8% of funding may be used for the YES component. Generally 15-17% of each institution’s KCWS budget is spent on YES. • Seven public four year institutions participate in the KCWS program. During AY 2007-08, the state appropriations for this program was $528,172 and the employer portion was $604,299 for a total of $1,132,471 spent in the KCWS program. This is pretty much a mirror image of this program for the last several years.

23. Kansas Career Work Study Program • During AY 2007-08, the number of hours worked per week per student was 15.75 hours and the average wage was $7.89 per hour with a range in wages from $5.85 to $14.00/per hour. • A total of 524 students participated in the KCWS program in AY 2007-08 with an average award of $2,161.

24. Kansas Contact Info • Web site http://www.kansasregents.com • Diane Lindeman – Director of Student Financial Aid • Email dlindeman@ksbor.org • Phone (785) 296-3517

26. Texas College Work-Study Program (TCWS) Purpose - To provide eligible financially needy students with employment while attending an eligible institution Eligibility – Texas resident; Enrolled at least ½ time of a full course load Demonstrate financial need. Title III matching waivers may apply to state work-study

27. Ineligibles Athletic scholarship recipients Students enrolled in a seminary or other program leading to license to promote a religious sect Undocumented or international students unable to legally work in the U.S.

28. Employers Must provide part-time employment in nonpartisan and nonsectarian activities Student workers are to supplement not supplant regular workforce To the extent practicable, employ students in a position related to their field of study Employer match is the same as FWS (includes Title III matching waivers)

29. TCWS Mentorship Program Began in 2006 Initially for juniors and seniors to tutor freshmen and sophomores Legislature broadened criteria for 2008 and beyond Provides income for college students working in Go Centers (utilizing state funds) Requires partnerships between institutions and school districts or other outreach providers

30. Components of TCWS Mentorship Program Go Centers - Provide students with access to information about higher education G-Force - A work study peer education component of the Go Center strategy to facilitate the dissemination of the college-going message On Site Work Study Coordinator – A supervisor at the Go Center designated to oversee the duties and responsibilities of work study mentors

31. TCWS Mentorship Peer Mentor Activities Mentoring Tutoring Motivation/Encouragement College and Career Exploration Guidance College Admissions Application Assistance FAFSA Assistance Dissemination of college-going Information to students and their families

32. TCWS 4-Year Performance History *Includes Mentorship funds Source: Texas Higher Education Coordinating Board Year End Report

33. Texas Contact Information Jane Caldwell Jane.Caldwell@thecb.state.tx.us www.Collegefortexans.com

35. Florida Work Experience Program • The Florida Work Experience Program (FWEP) is a need-based program providing eligible Florida students work experiences to complement and reinforce their educational and career goals • Provide self-help student aid program that reduces student loan indebtedness • Introduces students to work experience that complements and reinforces their educational and career goals • Serves as a retention tool for students by providing on-campus employment

36. FWEP and Need Analysis • Demonstrate financial need annually • Completed error-free FAFSA • Award may not exceed a student’s unmet need • Institutional cost of attendance • Minus: Expected Family Contribution (EFC) • Minus: Pell Award (if applicable) • Minus: Other sources of financial aid (except student loans) • Equal Unmet Need

37. FWEP 4-Year Performance History Source: Florida Department of Education Office of Student Financial Assistance 2006-07 Annual Report to Commissioner

38. FWEP Funding Details • Employers are encouraged to pay students a competitive wage to increase FWEP participation • responsible for paying no less than the federal minimum or the state minimum wage whichever is greater • Institutions pay student wages up to: • 100% on campus or at public elementary or secondary school • Up to 70% for private employer • Employer is responsible for the total cost of mandatory benefits, including Social Security but not fringe benefits, travel or other related employment costs • Student awards in combination with all other resources shall not exceed the student’s net financial need

39. FWEP Performance • A total of 763 students participated in FWEP in 2007-08 with an average award of $1,971 • Average number of hours worked for the 2007-08 year per student was 207 hours • Average wage was $8.93 per hour

40. Florida Contact Information • Web site http://www.floridastudentfinancialaid.org/ • Theresa Antworth – Director of State Scholarship and Grant Programs • Email Theresa.Antworth@fldoe.org • Phone (850) 410-5185 • Sandy Shimp – Need Unit Program Director • Email Sandy.Shimp@fldoe.org • Phone (850) 410-5182

41. Overview of State Student Components Compared to FWS

42. Overview of State Administrative Components Compared to FWS

43. Washington Contact Information • Web site http://www.hecb.wa.gov • John Klacik – Director of Student Financial Assistance • Email johnk@hecb.wa.gov • Phone (360) 753-7851 • Program contact director – Jeffrey Powell – Program Associate, State Work Study • Email jefferyp@hecb.wa.gov • Phone (360) 753-7872