1. State Update for Public Institutions
TASFAA Conference
October 9, 2014
Lyn Wheeler Kinyon
Assistant Director, Grants and Special Programs
Texas Higher Education Coordinating Board

2. State Update Topics Program Updates
TEXAS Grant
Texas Educational Opportunity Grant (TEOG)
Top 10 Percent Scholarship
Texas College Work-Study (TCWS)
College Access Loan (CAL)
B-On-Time Loan (BOT)
Exemptions and Waivers
Coordinating Board Identification (CBID) Process
Negotiated Rule-Making (NRM) and Allocations
Financial Aid Database (FADB) and End-of-Year (EOY) Reports

3. TEXAS Grant Program Updates
Effective beginning 2014/15:
2-year institutions are no longer eligible to make IY awards
2-year institutions are eligible to make RY awards to eligible students with an IY award at a 2-year institution prior to fall 2014
IY pathway added for students who transfer to a public university with at least 24 SCH’s, a minimum cumulative 2.5 GPA, and an IY TEOG in fall 2014 or later
EFC maximum for IY awards = $4,800

4. TEXAS Grant Program Updates
Target award amounts remain in effect:
Institution Type
Maximum
Year
Term
Target
Public Universities, Health-Related Institutions, and State Colleges
$8,000
$4,000
$5,000
$2,500
Public Community Colleges
$2,700
$1,350
$1,325
$663
Public Technical Colleges
$4,700
$2,350
$1,250

5. TEXAS Grant Program Updates
Effective beginning 2015/16:
Maximum Time Frame Hour Limitation:
Currently – 150 SCH’s attempted while receiving a TEXAS Grant
Beginning – 150 attempted hours toward degree
No grandfathering
PJ authority for hardships added to allow greater than 150 attempted SCH’s, but no more than:
150 SCH’s attempted while receiving the grant for HS graduate IY recipients
90 SCH’s attempted while receiving the grant for AD IY recipients

6. TEOG Program Updates Effective beginning 2014-15:
EFC maximum for IY awards = $4,800
Award amounts must be prorated in relation to the student’s enrollment status as of the census date
12 hours or more – 100% of maximum award
9 to 11 hours – 75% of maximum award
6 to 8 hours – 50% of maximum award
< 6 hours – 0% (unless granted an award under the hardship provisions or due to < 6 hours remaining of the 75 SCH limit – at which time the appropriate proration schedule would apply)

7. Award Maximum Per Semester Based on Census Date Enrollment
TEOG Program Updates
Prorated maximum award amounts:
Institution Type
Award Maximum Per Year
Award Maximum Per Semester Based on Census Date Enrollment
Full-Time
(12 or more SCH’s)
Three-Quarter Time
(9-11 SCH’s)
Half-Time
(6-8 SCH’s)
< Half-Time
(1-5 SCH’s)
Public State Colleges
$8,000
$4,000
$3,000
$2,000 $0
Public Community Colleges
$2,700
$1,350
$1,013
$675
Public Technical Colleges
$4,700
$2,350
$1,763
$1,175

8. TEOG Program Updates Effective beginning 2015-16:
Maximum Time Frame Hour Limitation:
Currently – 75 attempted hours while receiving the grant
Beginning – 75 attempted hours toward degree
No grandfathering
PJ authority for hardships added to allow greater than 75 attempted SCH’s, but no more than 75 SCH’s attempted while receiving the grant

9. Top 10 Percent Scholarship Updates
Nothing new to report at this time.
Questions?

10. TCWS Program Updates Deferred Action for Childhood Arrivals (DACA)
Department of Homeland Security (DHS) exercises its prosecutorial discretion to forego immigration enforcement against certain individuals for a specified period of time – may be renewed or terminated
DACA does not confer lawful immigration status, nor does it provide a pathway to citizenship
DACA recipients may be eligible for work authorization, to apply for SSN’s, and possibly to obtain a driver’s license
DACA recipients may be able to work under TCWS if otherwise eligible

11. Borrower AND Cosigner Approved – 3%
CAL Program Updates
Effective beginning :
New origination fee structure based on the highest credit score of the student or cosigner:
Interest rate will continue to be a simple fixed rate of 5.25%
Prior to
Beginning
Credit Score
VantageScore ≥ 700
VantageScore ≥ 591
Origination Fee
Borrower OR Cosigner
Approved – 5%
___________________________________________________________________________
Borrower AND Cosigner Approved – 3%
Score
Tier
Rate
≥ 711
≤ 590 A B C
N/A 0% 3% 5%
Denied

12. BOT Program Updates Effective beginning 2014-15:
Institutions will have until March 15th, or the first working day thereafter, to encumber funds
As of this date, institutions will lose claim to any unspent funds not yet reserved for students
Funds released will be available for reallocations to other institutions
Reallocation method will be the same as the initial allocation method

13. BOT Program Updates
Any unencumbered FY14 funds have been carried forward and added to the FY15 allocations
Updated allocations are posted to under the institution’s link
LPO questions should be directed to: or or

14. Exemption and Waiver Updates
SB1210 added requirements for continuation awards:
Allows for certain program exceptions to these requirements – reference document available on the GSP Information Site at under the ‘references and forms’ section
Requirement
Programs
Residency
Classification
Level
Minimum GPA
(GPA from Financial Aid SAP Policy)
Exemptions and Waivers
Residents and Nonresidents
Undergraduates and Graduates
All Levels
Limitation of Eligibility
(Excess Hours – TEC )
Exemptions Only
Residents
Only
Undergraduates Only
Undergraduate Levels Only

15. CBID Updates
New system functionality to access the TEXAS Grant and TEOG databases and payment processes:
Effective September 15, 2014
Institution Master (IM)
Other Institutional Users
For assistance, contact:
4-year institutions or )
2-year institutions or )

16. NRM and Allocations
SB215 requires negotiated rulemaking to determine the allocation process for those programs with allocations:
Consensus was reached for TEXAS Grant, TCWS, and BOT
Consensus was not reached for TEOG
The CB has proposed rules for adoption in January – currently posted to the Texas Register
Institutions will be given 10 days to review draft allocation numbers before they become final – a chance to confirm the data used for the calculations correctly reflect the numbers submitted to the CB

17. FADB and EOY Updates FADB EOY Required field for the 9-month EFC
Edits regarding the matching of SSN’s to the CBM001 were changed from errors to warnings – except for students identified as affidavit students which must be matched before certification
EOY
FY14 – TEXAS Grant priority model confirmation added
FY15 – TEXAS Grant transfer IY avenue confirmation will be added
FY15 – TEXAS Grant and TEOG 9-month EFC field will be added

18. https://www1.thecb.state.tx.us/apps/SpecialPrograms/
Questions?
Lyn Wheeler Kinyon
(512) or (800) x6393
GSP Generic
GSP Information Site
GSP Distribution List