1. 2015 PASFAA Spring Training
PA State Grant and Special Programs Update
Christine A. Zuzack
Vice President, State Grant and Special Programs
PHEAA

2. Appropriations

3. Proposals
Governor Wolf proposes three new programs for PHEAA to fund:
Dual Enrollment
STEM Scholarship
Primary Care Physician Loan Forgiveness

4. 2015-16 Proposals 6.6% 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 included
Effective January 1, 2016, if approved

5. State Grant Program
Early Estimator released in February
SGAC meets April 9
Formula set on April 23 by PHEAA Board of Directors
Conditional awards announced May 1
Final awards announced with budget passage

6. 2015-16 Cost on the Web Released to schools on March 16
Due to PHEAA on April 15
Provide room and board amounts for statistical purposes.

7. State Grant
Reminder: April 1st Student Reconciliation Deadline
Generally, reinstatement or reconsideration of 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 Academic Year.

8. 2015 Summer SG Awards
2015 Summer State Grant application available March 16
Deadline for submission is August 15, 2015
Schools do not have to participate in the Summer State Grant Program.

9. 2015 Summer State Grant
“SUMMER STUDENT GRANT APPL” is weekly PageCenter report of students filing a Summer application for your school
Initial report available March 16 and ends mid- September.
List is cumulative and alphabetical: asterisk identifies new students

10. 2015 Summer State Grant
At the school’s request, PHEAA will send messages to students informing them of availability of the Summer SG application.

11. 2015 Summer State Grant
All institutions must submit a Pre- Disbursement Roster
Institutions 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.

12. 2016 Summer State Grant
If an institution chooses not to participate in the Summer SG Program:
Send letter between December 1, 2015 and January 31, 2016
Reaffirm on COTW
This is universal for all students in all programs.

13. State Grant
Completed Master Agreement and Schedule A for the State Grant Program are due in November 2015 for program participation.
Reject F – school not approved for the State Grant Program – will result without appropriate forms on file

14. State Grant Training Contact State Grant Staff: Resourcesor
Call , Option 3, Option 1
Reserved for Financial Aid Administrators
Resources
Tutorials, Webinars, User Guides, etc.
State Grant Certification Workshops
Look for announcement of times and dates

15. FAFSA Outreach
Pennsylvania participating in the USDE FAFSA Completion Initiative
Selected FAFSA data may be shared with high school, school districts, and affiliated non-profit college access groups

16. FAFSA Outreach Emails to renewal students with remaining eligibility

17. FAFSA Outreach
Postcard to high school graduates who received the Funding Your Future brochure in December

18. Compliance Services
PHEAA Program Review staff will incorporate administrative capability in future program reviews.
Items include:
Timeliness of roster return
Timeliness of refunds
Other administrative reqirements

19. SG Outcomes Study

20. SG Outcomes Study

21. SG 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

22. SG Outcomes Study

23. SG Distance Education Pilot
Institutional applications for new schools that would like to participate available in May and due July 15, 2015
Summer awards are available for 2015.
AY Reconciliation Rosters available April 1 and due June 1.

24. SGDEPP

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

26. Ready to Succeed Scholarship
63,847 students meet the income guidelines and did not have a SG over the tolerance levels.

27. Ready to Succeed Scholarship
PHEAA 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.

28. Ready to Succeed Scholarship
Annual reconciliation begins April 30, 2015
Reconciliation deadline is June 30, 2015
Last date for award certification is July 31,
August 3, 2015 is last disbursement date

29. Disbursement Changes
RTSS and SGDEPP both monitor refunds on a student-by-student basis
This functionality due soon for returning funds
Watch for announcement of training webinar

30. PA-TIP
For the student application submission deadline is extended to May 1, 2015

31. PA-TIP
Institutional applications for available May 2015
Institutional applications due December 31, 2015

32. FWSP-ON and CS
The 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.

33. 2015 Summer SWSP Employer Renewal Form due June 30
Work dates: May 10 through August 15
Student summer applications due June 30
Maximum 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

34. SWSP
The 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:
AY or Fall Term Only: November 1, 2015
Spring Term Only: March 1, 2016
2016 Summer Term: June 30, 2016

35. 2015-16 SWSP Start and end dates for SWSP employment for 2015-16:AY
August 16, 2015 – May 8, 2016
Spring Term Only
December 14, 2015 – May 8, 2016
2016 Summer Term
May 9, 2016 – August 14, 2016

36. 2015-16 EAP Level funded for 2015-16 in the Governor's budget
PASSHE standard in-state, full-time tuition
Determined when Commonwealth budget passes
Selected non-Title IV program eligibility
Contact DMVA at for questions regarding EAP processing, student eligibility and funding

37. 2014-15 IAG All enrollment updates due by April 30
IAG Eligibility Certification Listing
Released May 1, 2015
Due June 1, 2015
Final per capita payment June 2015

38. IAG
If Governor’s budget approved at projected increase, per capita is estimated to be $650 for

39. SGSP Contacts Mailboxes: sghelp@pheaa.org ■ paetg@pheaa.org■ ■ ■ ■ ■

40. Questions? Comments?
Christine Zuzack