State Update for Public Institutions

1. State Updatefor Public Institutions TASFAA Conference October 9, 2014 Lyn Wheeler Kinyon Assistant Director, Grants and Special Programs Texas Higher Education Coordinating Board lyn.kinyon@thecb.state.tx.us

2. State Update Topics • Program Updates • TEXAS Grant • Texas Educational Opportunity Grant (TEOG) • Top 10 Percent Scholarship • Texas College Work-Study (TCWS) • College Access Loan (CAL) • B-On-Time Loan (BOT) • Exemptions and Waivers • Coordinating Board Identification (CBID) Process • Negotiated Rule-Making (NRM) and Allocations • Financial Aid Database (FADB) and End-of-Year (EOY) Reports

3. TEXAS Grant Program Updates Effective beginning 2014/15: • 2-year institutions are no longer eligible to make IY awards • 2-year institutions are eligible to make RY awards to eligible students with an IY award at a 2-year institution prior to fall 2014 • IY pathway added for students who transfer to a public university with at least 24 SCH’s, a minimum cumulative 2.5 GPA, and an IY TEOG in fall 2014 or later • EFC maximum for IY awards = $4,800

4. TEXAS Grant Program Updates Target award amounts remain in effect:

5. TEXAS Grant Program Updates Effective beginning 2015/16: • Maximum Time Frame Hour Limitation: • Currently – 150 SCH’s attempted while receiving a TEXAS Grant • Beginning 2015-16 – 150 attempted hours toward degree • No grandfathering • PJ authority for hardships added to allow greater than 150 attempted SCH’s, but no more than: • 150 SCH’s attempted while receiving the grant for HS graduate IY recipients • 90 SCH’s attempted while receiving the grant for AD IY recipients

6. TEOG Program Updates Effective beginning 2014-15: • EFC maximum for IY awards = $4,800 • Award amounts must be prorated in relation to the student’s enrollment status as of the census date • 12 hours or more – 100% of maximum award • 9 to 11 hours – 75% of maximum award • 6 to 8 hours – 50% of maximum award • < 6 hours – 0% (unless granted an award under the hardship provisions or due to < 6 hours remaining of the 75 SCH limit – at which time the appropriate proration schedule would apply)

7. TEOG Program Updates Prorated maximum award amounts:

8. TEOG Program Updates Effective beginning 2015-16: • Maximum Time Frame Hour Limitation: • Currently – 75 attempted hours while receiving the grant • Beginning 2015-16 – 75 attempted hours toward degree • No grandfathering • PJ authority for hardships added to allow greater than 75 attempted SCH’s, but no more than 75 SCH’s attempted while receiving the grant

9. Top 10 Percent Scholarship Updates Nothing new to report at this time. Questions?

10. TCWS Program Updates Deferred Action for Childhood Arrivals (DACA) • Department of Homeland Security (DHS) exercises its prosecutorial discretion to forego immigration enforcement against certain individuals for a specified period of time – may be renewed or terminated • DACA does not confer lawful immigration status, nor does it provide a pathway to citizenship • DACA recipients may beeligible for work authorization, to apply for SSN’s, and possibly to obtain a driver’s license • DACA recipients may be able to work under TCWS if otherwise eligible

11. CAL Program Updates Effective beginning 2014-15: • New origination fee structure based on the highest credit score of the student or cosigner: • Interest rate will continue to be a simple fixed rate of 5.25%

12. BOT Program Updates Effective beginning 2014-15: • Institutions will have until March 15th, or the first working day thereafter, to encumber funds • As of this date, institutions will lose claim to any unspent funds not yet reserved for students • Funds released will be available for reallocations to other institutions • Reallocation method will be the same as the initial allocation method

13. BOT Program Updates • Any unencumbered FY14 funds have been carried forward and added to the FY15 allocations • Updated allocations are posted to www.HHLoans.com under the institution’s link • LPO questions should be directed to: • Janie.Miramontes@thecb.state.tx.us or 512.427.6352 • Albert.Contreras@thecb.state.tx.us or 512.427.6585

14. Exemption and Waiver Updates • SB1210 added requirements for continuation awards: • Allows for certain program exceptions to these requirements – reference document available on the GSP Information Site at https://www1.thecb.state.tx.us/apps/SpecialPrograms/ under the ‘references and forms’ section

15. CBID Updates New system functionality to access the TEXAS Grant and TEOG databases and payment processes: • Effective September 15, 2014 • Institution Master (IM) • Other Institutional Users • For assistance, contact: • 4-year institutions (Shebah.Spears@thecb.state.tx.us or 512.427.6332) • 2-year institutions (JoElla.Martinez@thecb.state.tx.us or 512.427.6554)

16. NRM and Allocations SB215 requires negotiated rulemaking to determine the allocation process for those programs with allocations: • Consensus was reached for TEXAS Grant, TCWS, and BOT • Consensus was not reached for TEOG • The CB has proposed rules for adoption in January – currently posted to the Texas Register • Institutions will be given 10 days to review draft allocation numbers before they become final – a chance to confirm the data used for the calculations correctly reflect the numbers submitted to the CB

17. FADB and EOY Updates FADB • Required field for the 9-month EFC • Edits regarding the matching of SSN’s to the CBM001 were changed from errors to warnings – except for students identified as affidavit students which must be matched before certification EOY • FY14 – TEXAS Grant priority model confirmation added • FY15 – TEXAS Grant transfer IY avenue confirmation will be added • FY15 – TEXAS Grant and TEOG 9-month EFC field will be added

18. Questions? Lyn Wheeler Kinyon lyn.kinyon@thecb.state.tx.us (512) 427-6393 or (800) 242-3062 x6393 GSP Generic Email grantinfo@thecb.state.tx.us GSP Information Site https://www1.thecb.state.tx.us/apps/SpecialPrograms/ GSP Distribution List http://lists.state.tx.us/mailman/listinfo/txgnsp-l