PROGRAM REVIEW FINDINGS & HIGHER ED UPDATES FROM SEAA Presenters: Cheryl Sauls and Kevin Lineberry North Carolina State Education Assistance Authority Fall Conference November 4 - 7, 2018

Fall Conference November 4 - 7, 2018 Overview Why Conduct Program Reviews Program Review Approach Frequency of Reviews Common Findings Higher Ed Updates from SEAA Contact Information Questions Fall Conference November 4 - 7, 2018

Why Conduct Program Reviews Statutory requirement – General Assembly designated SEAA as the entity responsible for implementing the programs, including periodically evaluating them to ensure the funds are being used for the intended purpose. Provides opportunity for schools to receive feedback related to administration of the programs. Establishes a platform for SEAA to receive feedback on program requirements that are unclear, leading to rules clarification and targeted training. Fall Conference November 4 - 7, 2018

Program Review Approach Review applicable statutes, regulations, rules, guides and agreements. Develop program review plan. Review external audit reports. Review and test processes and procedures. Discuss issues discovered and recommend a corrective action plan to management. Monitor for corrective action. Fall Conference November 4-7, 2018

Program Review Approach State Financial Aid Programs North Carolina Education Lottery Scholarship (ELS) North Carolina Community College Grant (CCG) North Carolina Need-Based Scholarship (NBS) The University of North Carolina Need-Based Grant (UNCNBG) UNC Campus Scholarships (UNC CAMPUS) Forgivable Education Loans for Service (FELS) Child Welfare Postsecondary Support Program (NC Reach) NC National Guard Tuition Assistance (NCTAP) Golden LEAF Scholarship (Golden LEAF) Fall Conference November 4-7, 2018

Fall Conference November 4 - 7, 2018 Frequency of Reviews Fall Conference November 4 - 7, 2018

Top 5 Common Findings (Previous Reporting Cycle) Over-awards/Under-awards UNC CAMPUS Plan Incompliance Incomplete State Grant Return of Funds Worksheet Untimely Return of Funds Residency Fall Conference November 4 - 7, 2018

Top 5 Common Findings (Current Reporting Cycle) Payment Schedule Requirements Residency Requirements State Grant Return of Funds Policy for Withdrawing Students Requirements Untimely Application and/or Return of Funds Enrollment Requirements Fall Conference November 4 - 7, 2018

Fall Conference November 4-7, 2018 NCSEAA Program Reviewers Contact Information Chanteé Favors Email: cfavors@ncseaa.edu Phone: (919) 248-4691 Cheryl Sauls Email: csauls@ncseaa.edu Phone: (919) 248-4637 Fall Conference November 4-7, 2018

Higher Education Updates from Fall Conference November 4-7, 2018

NC State Grants

NC State Grants Eligibility Student Eligibility NC resident for tuition purposes Undergraduate with no prior bachelor’s degree Satisfactory Academic Progress Meet Pell eligibility criteria (except EFC and LEU) Has not exceeded the number of semesters funded state limitation Application method: FAFSA Apply Early! Funding available until exhausted

Non-resident Armed Forces Personnel and their Dependents Only NC residents for tuition purposes are eligible for financial assistance from state financial aid programs Certain non-resident members of the armed forces and their dependents, who do not qualify as NC residents for tuition purposes, are eligible for in-state tuition rates Eligibility does not extend to financial aid programs While non-resident members of the armed forces and their dependents may qualify for the in-state tuition rate, they are not eligible for assistance from the state grant and scholarship programs. Institutions participating in the state grant programs should ensure sufficient controls to permit only NC residents who meet the residency requirements receive state grants and scholarships.

NC State Grants

Scholarships Managed by SEAA Golden Leaf Scholarship 215 scholarships Select counties (78) $3,000 (per year) Forgivable Education Loans for Service (FELS) Includes Education, Allied Health, Medical, Nursing High school senior applicants are only considered for 2 year programs unless they have been admitted into an eligible 4 year program of study Ex. Prospective teachers are not usually admitted to a school of education until their junior year—at that point, eligible for FELS Changing to lottery system for awards instead of first come, first served Applications Open 1st Monday in December. Deadline: March 1

Aubrey Lee Brooks Scholarship Qualifying Campuses: NC State, UNC-Chapel Hill, UNC-Greensboro Merit & Need Based; FAFSA Required $12,000 a year for 4 years. Stipends for summer study abroad, research or internship available to recipients Full-time Enrollment Candidates must be residents of 1 of 14 counties (see CFNC.org/brooks) 17 Scholarships Awarded Annually Application Open: 1st Monday in December Deadline: January 31

NC Teaching Fellows Program Recruit, prepare and support students for preparation as highly effective teachers Eligibility extended to: 1) Incoming freshmen, 2) CC transfer students, 3) College students with credits who decide to enter education field, & 4) Individuals seeking licensure in the areas of STEM or special education Limited to five participating colleges/universities: Elon University, Meredith College, NC State, UNC-Chapel Hill, UNC-Charlotte Application Open: October 1: www.ncteachingfellows.com Deadline: January 7

NC Reach (Child Welfare Postsecondary Support Program) Eligibility requirements Have aged out of NC public foster care or Were adopted from foster care after age twelve Age 18 – 25 and meet criteria above Enroll at least half-time in a NC Community College or UNC System school, seeking an undergraduate degree, diploma, or certificate Register with the Selective Service System, if required Not be in default nor owe a refund under any federal or State loan or grant program Maximum value: Cost of Attendance minus other aid Applications and additional information: ncreach.org H 1473 Child Welfare Postsecondary Support Program/Use of Escheat Fund Section 10.34 of the Appropriations Act appropriates funds from the General Fund and income from the Escheat Fund to the Department of Health and Human Services (the “Department”) To implement a postsecondary support program providing assistance with the cost of attendance of Foster children who are aging out of the foster care system and Special needs children adopted from foster care after age twelve Grant program is under the auspices of the Department Department charged with collaborating with the Authority in the development of policies and procedures to distribute funds under the program and empowered to contract with a third party to develop and administer the program itself. Authority’s role is limited to providing expertise in the development of the program and disbursing the funds to the recipients or the institution in which they are enrolled Funds are appropriated to the Authority to perform administrative functions necessary to manage and distribute the funds

NC School of Science and Math Tuition Grant Tuition Grant for NC School of Science and Math (NCSSM) Eligibility Graduate of NCSSM at end of 2018-19 academic year Enroll full-time at a UNC constituent institution for 2019-2020 academic year Amount Full tuition for one academic year Not to exceed cost less any scholarship or grant covering cost of attendance Not to exceed COA as determined by federal regulations

NCSEAA Contacts Kevin J. Lineberry, Associate Director for Higher Education Programs klineberry@ncseaa.edu, 919.248.4679 Edna Williams, Awards & Loan Origination Manager FELS, Golden Leaf eew@ncseaa.edu, 919.248.4632 Rashonn Albritton, Higher Education Program Coordinator NC Teaching Fellows, NCSSM Tuition Grant RAlbritton@ncseaa.edu, 919.248.4681 Tomekia Brown, Program Assistant Return of Funds tbrown@ncseaa.edu, 919.248.4635 Maxine Mitchell, Program Assistant NCSEAA Endowed Scholarships mmitchell@ncseaa.edu, 919.248.4608

Fall Conference November 4-7, 2018 QUESTIONS Fall Conference November 4-7, 2018

NCASFAA would like to thank our Professional Affiliates! Fall Conference November 4 - 7, 2018