NYSFAAA 2010. New York State Grants & Scholarships

NYSFAAA2010

New York State Grants &

Scholarships

TAP… into the Future

Processing Update

2010 Budget

• Remedial Students

Grants and Scholarships Modernization Strategy

Overview

2010-11 Processing Update

Processing Update 2010-2011

Applications

• Over 515,000 processed as of September 1, 2010 ETA 1%

Renewal Process 22%

FAFSA Direct 46%

Anytime TOTW 31%

Communications

As of September 1, 2010, HESC sent out more than 2.25 million communications to students for the 2010-11 academic year

99% via e-mail

2010-11 Budget Changes

2010-11 TAP: New York State Budget and Regulatory Update All annual TAP awards are reduced by $75

Private pension and annuity amounts excluded from New York State income tax are included in the calculation of income used for determining TAP award eligibility

The maximum award for students, other than a student who is in a nursing program, on Schedules D and E attending degree-granting or registered not-for-profit business schools qualified for tax exemption under section 501(c)(3) of the internal revenue code for federal income tax purposes that offer only 2 year programs is $4,000 or the actual tuition charged, whichever is less

2010-11 TAP: New York State Budget and Regulatory Update A new award schedule with a maximum New York

income less than $40,000 and a maximum award of the lesser of $3,025 or the actual tuition charged is established for independent students who are married with no tax dependents

TAP awards are not available to graduate students

Students in default on any state or federal student loan are not eligible for TAP or any other New York State financial aid program

New academic standards have been established for non-remedial students first receiving state aid in 2007-08 and thereafter

Remedial Students and SAP

Regulations Relating to New Standards of Academic Progress for TAP for the 2010-2011 Academic Year


Intent

• To ensure students receiving TAP and not needing remedial instruction or a small amount of remedial instruction demonstrate sufficient academic progress to complete their programs in a timely manner


• Returning students who “fall in the gap” between the 2006 and 2010 SAP, will be deemed remedial students for the 2010-2011 academic year only and will continue to be eligible for TAP while progressing to the level of academic performance necessary for the new SAP standards for the 2011-2012 academic year

Where We Are & Where We Are Going…

Express TAP Application (ETA) HESC ceased automatically mailing paper

applications with 2010-11 academic year• Prior to 2010-11, HESC printed and mailed ETAs

to students whose ISIR was selected based on NYS residency, choice of NYS schools, etc.

• Of these applications, only 25% were actually returned and processed

• Considerations: Waste of resources Privacy issues Costly

New Process: ETA by Request No automatic printing and mailing of ETAs

ETA printed only upon request by student or school:

• Student can call HESC or request online

• School can request ETA to be sent using Request TAP Form link (previously used to request duplicates)

• School will continue to have the on-site print function under Reports/Standard Reports

New Process: ETA by Request

Same prefilled application based on FAFSA data!

Instead of creating the file to get a paper application 2-3 weeks after ISIR selection, the print function will be available 1 or 2 days after ISIR selection

Proposed Application Deadline Change for 2010-2011

New regulation makes TAP application deadline the same as FAFSA deadline: June 30

Commences with the 2010-2011 academic year

Where We Are…

Multiple Scholarship Processing

Multiple Scholarship ProcessingCurrently:

HESC’s core TAP System (mainframe) can only process one scholarship for each student for any given year

New scholarships necessitated the development of more useful tools to expedite processing


Most scholarships and TAP awards are processed on the core TAP system

Some programs, such as Memorial programs, cannot be correctly calculated due to field size limitations

• These are calculated, put on rosters and certified using the Consolidated Scholarship Roster (CSR) system with expanded field sizes

Multiple Scholarship ProcessingCurrently: When the student holds 2 scholarships

e.g., the Scholarship for Academic Excellence (SAE) and NYS Lottery’s Leaders of Tomorrow Scholarship (LOT)• LOT is paid on the core TAP system

• SAE on the CSR All Robert C. Byrd Honors Scholarships

are paid on the CSR


Completely parallel processing• CSR rosters and RAs are paper

• TAP rosters and RAs are electronic

Both rosters and RAs produced at same time according to TAP processing schedule on HESC.org• CSR = paper printed from HESC Standard

Reports

• Mainframe = web or electronic files

Multiple Scholarship ProcessingCurrently: Web inquiry of CSR and TAP core

processing is now available in View Student Record

First Steps into the Future…

New Comprehensive Student Status

Listing

New Comprehensive Student Status Listing SSL COMP give schools a complete

picture of a student’s financial aid Contains data from both the core TAP

system and the CSR Layout for new SSL Comp available on

HESC.org Existing Full and Abbreviated Student

Status Listings will continue to be available

New Comprehensive Student Status Listing Two record types for each student,

differentiated by a Record Type field:• One Demographic (Demo) record containing

data relevant to the student and all financial aid programs the student receives

• One or more Financial Aid Program (FAP) records which contain data specific to one financial aid program, including term information

• Available as an electronic file and Excel spreadsheet

New Comprehensive Student Status Listing

Fields on Demo Record (Record Type D)

• IVP Status• Reduction Index• Residency Indicator - New• Deferred Term Information - New• Lifetime Points Information• First Year• Student Record Count - New• CSR FAP Indicator - New

• Name• SSN• Date of Birth• Petition Status• Record State• Remedial Information• Waiver Information• College Code

New Comprehensive Student Status Listing Fields on FAP (Record Type F)

• SSN• Origin Indicator - New• FAP Year• FAP Code• Application Status• FAP Lifetime Points• College Code by Term• Award Amount by Term• Roster Number by Term• Message Number by Term• Award Schedule by Term

• Points Pending/Used by Term• Pay Status by Term• Certification Code by Term• RA Number by Term• Enrollment Status by Term• Cost of Attendance by Term - New• Tuition & Fees by Term - New• Room & Board by Term - New• Books & Transp. by Term - New• Pell Amount by Term - New• Budget Code by term - New


Similarities between Full and Comprehensive Student Status Listings

• Term information only provided if student is attending your school in that term

• Possible to have an award amount of $0

• Prior to enacted State Budget, header record will contain PRELIM and term award amounts masked with 11111


Differences between the Full and Comprehensive Student Status Listings

• No Check Digit on the SSL Comp

• Memorial scholarships contain accurate award amounts on SSL Comp


Differences in: Application Status

Award Amounts

Certification Code

Enrollment Status

First Year and FAP Year

View Student Record Enhancements

View Student Record Enhancements HESC has added data from the CSR to the

View Student Record Web page

• New section “G&S CSR Payment Data” added below existing Payment data

• If the financial aid program is paid via a TAP roster, data will be displayed in the G&S Payment Data section

• If the financial aid program is paid via the CSR, data will be displayed in the G&S CSR Payment Data section

View Student Record Enhancements

View Student Record Samples

Advancing into the Future….

Future Enhancements

HESC plans to process multiple scholarships for a student on the core TAP system• Goal is to eliminate the CSR and unify the

Roster, certifications and RA

• New data model developed

• Working on redesign of Roster, certification and RA processing

• A survey concerning current roster use and our thoughts on how to change the roster for multi FAP’s will be going out shortly

HESC Points of Contact

Norene Grose

Director, Grants and [email protected]

Todd Palmiere

Manager, Application Development

[email protected]

Questions?

Documents

NYSFAAA 2010. New York State Grants & Scholarships