2015 PASFAA Spring 2015 PASFAA Spring TrainingTraining

PA State Grant and Special Programs Update

Christine A. Zuzack

Vice President, State Grant and Special Programs

PHEAA

AppropriationsAppropriations

2015-16 Proposals2015-16 Proposals

Governor Wolf proposes three new programs for PHEAA to fund:• Dual Enrollment• STEM Scholarship• Primary Care Physician Loan

Forgiveness

2015-16 Proposals2015-16 Proposals6.6% state sales tax on text books 6.6% state sales tax on student fees

◦Meal plans◦Student activity fees◦Technology fees◦Other non-tuition fees

Tuition and room charges not includedEffective January 1, 2016, if approved

2015-16 State Grant 2015-16 State Grant ProgramProgram2015-16 Early Estimator released

in FebruarySGAC meets April 9Formula set on April 23 by PHEAA

Board of DirectorsConditional awards announced

May 1Final awards announced with

budget passage

2015-16 Cost on the Web2015-16 Cost on the WebReleased to schools on March 16Due to PHEAA on April 15Provide room and board amounts

for statistical purposes.

2014-15 State Grant2014-15 State GrantReminder: April 1st Student Reconciliation DeadlineGenerally, reinstatement or reconsideration of 2014-15 State Grant awards that result in increased awards are NOT permitted if requests are received after April 1, 2015, or 35 days after the Agency’s last request for information for the 2014-15 Academic Year.

2015 Summer SG Awards2015 Summer SG Awards2015 Summer State Grant

application available March 16Deadline for submission is August

15, 2015Schools do not have to

participate in the Summer State Grant Program.

2015 Summer State Grant2015 Summer State Grant

“SUMMER STUDENT GRANT APPL” is weekly PageCenter report of students filing a 2015 Summer application for your school

Initial report available March 16 and ends mid-September.

List is cumulative and alphabetical: asterisk identifies new students

2015 Summer State Grant2015 Summer State GrantAt the school’s request, PHEAA

will send email messages to students informing them of availability of the Summer SG application.

2015 Summer State Grant2015 Summer State GrantAll institutions must submit a Pre-

Disbursement RosterInstitutions receive a percentage

reduction on disbursements based on past 3 year fund utilization history.

New for 2015, if number of 2014 Summer awards less than 15 students, 100% of funds will be disbursed.

2016 Summer State Grant2016 Summer State GrantIf an institution chooses not to

participate in the Summer SG Program:◦Send letter between December 1,

2015 and January 31, 2016◦Reaffirm on 2016-17 COTW

This is universal for all students in all programs.

2016-17 State Grant2016-17 State GrantCompleted Master Agreement

and Schedule A for the State Grant Program are due in November 2015 for 2016-17 program participation.

Reject F – school not approved for the State Grant Program – will result without appropriate forms on file

State Grant TrainingState Grant TrainingContact State Grant Staff:

Email sghelp@pheaa.org or Call 1-800-443-0646, Option 3, Option 1

Reserved for Financial Aid Administrators

Resources www.PHEAA.org/training

Tutorials, Webinars, User Guides, etc.

State Grant Certification Workshops◦ Look for announcement of times and dates

FAFSA OutreachFAFSA OutreachPennsylvania participating in the

USDE FAFSA Completion InitiativeSelected FAFSA data may be

shared with high school, school districts, and affiliated non-profit college access groups

FAFSA OutreachFAFSA OutreachEmails to renewal students with

remaining eligibilityEmails to renewal students with

remaining eligibility

FAFSA OutreachFAFSA OutreachPostcard to high school

graduates who received the Funding Your Future brochure in December

Compliance ServicesCompliance ServicesPHEAA Program Review staff will

incorporate administrative capability in future program reviews.

Items include:◦Timeliness of roster return◦Timeliness of refunds◦Other administrative reqirements

SG Outcomes StudySG Outcomes Study

SG Outcomes StudySG Outcomes Study

SG Outcomes StudySG Outcomes Study Median Annual Household Income• Cohort = $42,904

• Dependent Cohort Students = $46,120

• Independent Cohort Students = $13,790

• All PA Residents = $52,267

• All U.S. Residents = $53,046

Average Annual Tuition and Fees• Cohort = $14,319

• Dependent Cohort Students = $14,754

• Independent Cohort Students = $10,006

SG Outcomes StudySG Outcomes Study

SG Distance Education SG Distance Education PilotPilotInstitutional applications for new

schools that would like to participate available in May and due July 15, 2015

Summer awards are available for 2015.

2014-15 AY Reconciliation Rosters available April 1 and due June 1.

SGDEPPSGDEPP

Ready to Succeed Ready to Succeed ScholarshipScholarshipNew program for 2014-15Eligibility Requirements:Annual family income not to exceed $110,000Meet all State Grant Program eligibility requirements with the exception of financial needAchievement of second year statusEarned a cumulative Grade Point Average (GPA) of at least 3.25Full-time award cannot exceed $2,000 in combination with the State Grant award.

Ready to Succeed Ready to Succeed ScholarshipScholarship63,847 students meet the income guidelines and did not have a SG over the tolerance levels.

Ready to Succeed Ready to Succeed ScholarshipScholarshipPHEAA will be cancelling a specific selection

of uncertified RTSS awards on May 29, 2015. These cancelled awards will be those that

have been available for certification for at least 60 days as of May 29, 2015, but have remained uncertified for any reason.

Funds generated through this award cancellation process will be returned to the RTSS allocation and then awarded to other eligible students via an eligibility run tentatively scheduled for June 1, 2015.

Ready to Succeed Ready to Succeed ScholarshipScholarshipAnnual reconciliation begins April

30, 2015Reconciliation deadline is June

30, 2015Last date for award certification

is July 31, 2015.August 3, 2015 is last

disbursement date

Disbursement ChangesDisbursement ChangesRTSS and SGDEPP both monitor

refunds on a student-by-student basis

This functionality due soon for returning funds

Watch for announcement of training webinar

2014-15 PA-TIP2014-15 PA-TIPFor 2014-15 the student

application submission deadline is extended to May 1, 2015

2015-16 PA-TIP2015-16 PA-TIPInstitutional applications for

2015-16 available May 2015Institutional applications due

December 31, 2015

FWSP-ON and CSFWSP-ON and CS

The 2014-15 FWS-ON and/or CS Year-End Reports will be available via the PageCenter mailbox.

The deadline to submit the Year-End Report(s) to PHEAA is August 1, 2015.

2015 Summer SWSP2015 Summer SWSPEmployer Renewal Form due June 30

◦Work dates: May 10 through August 15Student summer applications due

June 30Maximum SWSP summer award is

$4,000◦Employer reimbursement is either 30%

(for-profits) or 40% (non-profits) of the student’s earnings up to this amount 40% of $4,000 = $1,600 30% of $4,000 = $1,200

2015-16 SWSP2015-16 SWSPThe employer must submit either the

online SWSP student application or the completed SWSP Student Application/Placement Form to PHEAA on or before the following application filing deadline dates:◦ 2015-16 AY or Fall Term Only:

November 1, 2015◦ 2015-16 Spring Term Only: March

1, 2016◦ 2016 Summer Term: June 30, 2016

2015-16 SWSP2015-16 SWSPStart and end dates for SWSP

employment for 2015-16:◦ 2015-16 AY

August 16, 2015 – May 8, 2016◦ 2015-16 Spring Term Only

December 14, 2015 – May 8, 2016◦ 2016 Summer Term

May 9, 2016 – August 14, 2016

2015-16 EAP2015-16 EAPLevel funded for 2015-16 in the Governor's

budgetPASSHE standard in-state, full-time tuition

◦ Determined when Commonwealth budget passes

Selected non-Title IV program eligibilityContact DMVA at

patricia.m.troutman.nfg@mail.mil for questions regarding EAP processing, student eligibility and funding

2014-15 IAG2014-15 IAGAll enrollment updates due by

April 30IAG Eligibility Certification Listing • Released May 1, 2015• Due June 1, 2015

• Final per capita payment June 2015

2015-16 IAG2015-16 IAGIf Governor’s budget approved at

projected increase, per capita is estimated to be $650 for 2015-16

SGSP ContactsSGSP ContactsMailboxes:

sghelp@pheaa.org ■ paetg@pheaa.org act101@pheaa.org ■ path@pheaa.org bdbg@pheaa.org ■ patip@pheaa.org eap@pheaa.org ■ pegp@pheaa.org iag@pheaa.org ■ rtss@pheaa.org nets@pheaa.org ■ swsp@pheaa.org gearup@pheaa.org matchingfunds@pheaa.org

Questions? Comments?Questions? Comments?Christine Zuzack

◦717.720.2368◦czuzack@pheaa.org