Update for Private InstitutionsTASFAA, Fall 2012

Jane CaldwellTexas Higher Education Coordinating Board

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Session begins on second Tuesday in January

Regular Session lasts 140 days Every program begins the session with a $0

appropriation for the next biennium. Allocations are negotiated during the Session.

When spring allocations are announced for fall 2013, they will be ESTIMATES.

Packaging based on those estimates will be done at the school’s risk.

83rd Legislature (Spring ‘13)

TEGLaw: TX Education Code, Ch. 61, Subchapter F

Rules: TX Admin Code, Title 19, Ch 22, Subchapter B

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Texas resident or National Merit Finalist Enrolled least ¾-time* Paying more tuition than he/she would pay at a

public institution Not be receiving an athletic scholarship Show financial need Register for Selective Service, or be exempt Enroll in first associate’s degree, first baccalaureate,

first master’s or first doctoral degree.

*fewer hours acceptable under hardship

TEG Eligibility – First Award

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Meet basic requirements for First Award In first year in program, meet the SAP

requirements of the institutions* In second or later year in program, meet

program requirements*◦ 75% completion rate◦ Minimum overall GPA of 2.5 on a 4.0 scale◦ Complete a minimum of 24 hours (undergraduates) or

18 hours (graduate student*PJ can be basis for allowing award to person who fails to meet these requirements due to hardship or other good cause

TEG Eligibility – Renewal Award

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Each school must adopt a hardship policy, available for student view upon request

Hardship conditions include, but are not limited to: Severe illness or debilitating condition Responsibility for caring for a sick, injured

or needy person; Less than ¾-time enrollment required to

complete the degree

TEG Hardship Provisions

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An undergraduate’s eligibility for TEG ends as of the 5th anniversary of the start of the term in in which the student received his/her first TEG if the student is enrolled in a 4-year degree plan; on the 6th anniversary if the student is enrolled in a degree plan of more than 4 years.*

A graduate may continue to receive TEG as long as he/she is meeting program requirements.

*Hardship can be the basis of an extension.

TEG Period of Eligibility

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Maximum award is the least of the following:◦ Student’s need◦ Tuition differential◦ Program maximum announced by CB ($3,518 in

FY13), unless student has exceptional need (EFC <=$1,000), in which case maximum is $5,277.

Tuition differential = your tuition less the tuition of a comparable public institution. (CB provides calculations for comparable schools.)

TEG Award Amounts

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Awards must be reduced if the student is taking less than a ¾ load due to hardship.

If enrolled ½-time: max = 50% max award for semester*

If enrolled less than ½-time; max = 25% of max award for the semester*

*Prorated award cannot exceed the student’s need or tuition differential for the hours taken.

TEG Award Prorations

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Fall of each term: TEG Need Survey, used to estimate the amount of TEG the institution could award if the program were fully funded.

Fall 12 survey/instructions sent out September 24.

Results due to the CB by November 7. New, this year! Spreadsheet used to submit

student data is pre-formatted to run edits and identify errors so you can correct them before submitting your report!

TEG Reports – Need Survey

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Each spring: TEG End-of-Year Report, used to confirm that each student receiving an award met program eligibility requirements; that aggregate amounts issued are reconciled between CB and institution.

Instructions sent out @ April 20. Reports due, certified, by June 15. List of SSNs that do not match CBM001 reports

is provided as ‘warnings.’ Must be explained in the fall when the FADS report is submitted.

TEG Reports – End-of-Year Rpt.

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Following fall: Financial Aid Database Report, used to report all students receiving or applying for aid during the previous year.

Net amounts issued are again reconciled between CB and institution.

SSNs that do not match CBM001 records must be explained.

FY12 reports are being accepted now. Data must be certified by December 3.

TEG Reports – FADB

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TCWSLaw: TX Education Code, Ch. 56, Subchapter E

Rules: TX Admin Code, Title 19, Ch 21, Subchapter M

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Eligibility requirements:◦ Be classified as a Texas resident◦ Be enrolled at least half-time◦ Register for Selective Service or be exempt◦ Show financial need◦ Be lawfully eligible to work in the United States◦ Not be receiving an athletic scholarship◦ Not be enrolled in a seminary or other programs

leading to a license to preach for a religious sect;

Texas College Work-Study

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Matching requirements:◦ Non-profit employer must provide 25% of the student’s

earnings plus other employment benefits*◦ For-profit employer must provide 50% of the student’s

earnings plus other employment benefits

*If the institution is the employer and has a federal Title III or Title V waiver from the matching requirement, the school is exempt from the matching requirement for state work-study if it provides the CB a copy of the federal waiver.

Texas College Work-Study

Requesting Funds

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To request TEG funds, complete the Funds Request Form and submit it to the Grants/Special Programs Office at the CB.

The CB then submits a voucher to the State Comptroller’s Office, asking for funds to be transferred to the school via EFT, and sends institution email of date/amount of EFT deposit.

Funds received by the school are disbursed to the student or applied to the student’s account within 5 working days.

Requesting TEG Funds

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Institutions are issued their annual allocation of WS funds at the beginning of the state fiscal year.

The goal is to have the funds available at your campus for paying student salaries as they are earned.

Receiving TCWS Funds

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If you end up unable to use all your TEG or TCWS funds, you may contact our office and arrange to transfer 10% of your funds (not to exceed $10,000) to the other program.

Example: ABC university needs more work-study funds. It was allocated $1,000,000 in TEG. Since 10% of $1,000,000 is $100,000, the school can release up to $10,000 in TEG and receive that same amount in additional TCWS.

Transferring Funds

Keeping in Touch

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Subscribe to the Grants and Special Programs email distribution list! It’s the best way to receive memos, announcements, and reminders of approaching deadlines. To subscribe, go to:http://lists.state.tx.us/mailman/listinfo/txgnsp-l

Contact us at:Grants and Special Programs 512-427-6340 (Austin metro) 800-242-3062 (outside Austin metro)Grantinfo@thecb.state.tx.us

G/SP Distribution List;

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You no longer need a password to access the website. You can access it simply by going to the following link: http://www1@thecb.state.tx.us/apps/SpecialPrograms

Visit this site to access recent memos, training materials, rules, Q&A’s, and program regulations

Accessing the G/SP Website

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…for your help in administering these programs. Your students are fortunate to have you working on their behalf.

Thank you!