Riding the Open SG HighwayPASFAA

October, 2010

Who Are We?

• Program Administration

– Eleanor Alspaugh

– Carol Gill

– Sandy Schmelz

Advance Questions Received

• When will a SAR change NOT be accepted?

– If a record is complete…

– If a record is incomplete…

Look out for:

• Staff source codes• Professional Judgment• Staff reviews• Data that causes status changes (dependent to

independent, etc.)

• “I think that a review of the disbursement and awards summary would be helpful. Many are trying to integrate new software systems with PHEAA reconciliation and our fiscal people are asking about calculated disbursements versus adjusted disbursements.”

FG3S I 2009;A; STATE GRANT COLLEGE DISBURSEMENT DISPLAY

OE CODE APPLICATION YEAR 2009-10 PAGE 3 OR 3

PHEAA CODE ACAD YEAR LAST USER PH12441

DISBURSEMENT AND AWARDS SUMMARY

TOTAL AWARDS $ 6,497,742 A

CALCULATED DISBURSEMENT $ 6,856,070 B

ADJUSTED DISBURSEMENT $ 6,587,962 C

LESS PRIOR YEAR REFUND $ 80,221 D

ACTUAL DISBURSED AMOUNT $ 6,507,741 E

TOTAL SPECIAL CHECKS $ 0 F

TOTAL COLLEGE REFUND $ 0 G

TOTAL PROGRAM REVIEW REFUND $ 0 H

TOTAL PHEAA COLLECTABLE REFUND $ 7,346 I

BALANCE DUE PHEAA $ 82,874 J

BALANCE DUE INSTITUTION $ 0 K

D + E = C; C – A – I = J

FG3S I 2009;A; STATE GRANT COLLEGE DISBURSEMENT DISPLAY

OE CODE APPLICATION YEAR 2009-10 PAGE 3 OR 3

PHEAA CODE ACAD YEAR LAST USER PH12441

LAST UPDATE 09/29/2010

DISBURSEMENT AND AWARDS SUMMARY

TOTAL AWARDS $ 1,222,642 A

CALCULATED DISBURSEMENT $ 1,979,527 B

ADJUSTED DISBURSEMENT $ 1,868,273 C

LESS PRIOR YEAR REFUND $ 0 D

ACTUAL DISBURSED AMOUNT $ 1,868,273 E

TOTAL SPECIAL CHECKS $ 0 F

TOTAL COLLEGE REFUND $ 646,168 G

TOTAL PROGRAM REVIEW REFUND $ 0 H

TOTAL PHEAA COLLECTABLE REFUND $ 1,425 I

BALANCE DUE PHEAA $ 0 J

BALANCE DUE INSTITUTION $ 1,962 K

D + E = C; C – A – I – G = K

Jack and Jill Went Up the Hill….

…to Green University. Each began college during the Spring semester, enrolled for 12 credits, and received full-time State Grants.

Jack – 12 credits – 9 regular, 3 remedial; passed the 9 regular credits

Jill - 12 credits – 12 regular; passed 9 of the 12 regular credits

Green U. checks progress after Spring so both were short by 3 credits.

Both take a 3 credit Summer class to make up SAP.

Can both retake the same class during the Summer that they failed during the Spring term – Jack, 3 credits remedial; Jill, 3 regular credits?

If not, why not?

Jack Fell Down…..

Jill is OK. The course she failed was a regular course counting toward her degree.

Jack will need to take a regular course to make up those 3 credits even though the course that he failed was a remedial course.

A remedial exception is an exception to the requirement that all credits for which a SG is received must count toward the student’s degree. It is for the term during which the SG was received only. If the student fails to meet the requirements for that term, then the makeup credits must also count toward the degree.

And Now Today’s Questions….

More Questions????

• Contact State Grant and Special Programs staff:– 1-800-443-0646, option 3, option 1 (a private

number reserved for the use of financial aid administrators only)

– Email: sghelp@pheaa.org

Along the Same Remedial Lines

School B is reviewing a transcript from School A. The last award was a half-time award in Fall 2004 when the student attempted and completed 3 regular and 3 remedial credits. No remedial exception was reported by School A for that term. Can the remedial credits be counted toward the academic progress test?

Remedial Answer

If School A did not report a remedial exception, then the assumption is that the credits were all “regular.” Therefore, the credits counted toward progress must also be “regular.” School B cannot count those 3 remedial credits.

To Pay or Not to Pay…

Student enrolls at School A for the Spring semester and then withdraws after their refund period so School A retains the SG. The student then enrolls in School B which has a later Spring semester start date, so she is enrolled in School B during that same term but is ineligible for the SG since it has been kept by School A.

The student completes 15 semester credits at School B but none at School A. Can School B’s transcript for the Spring semester be used as documentation of earned credits for progress for that term?