TAP Study NYSFAAA Conference 2012

Patricia Thompson

History of TAP Reports 1972-1999

Higher Education in NYS - Keppel Report 1973 Created the philosophical basis for TAP

Temp. State Commission on the Future of Postsecondary Education in NYS – 1977

Commission of New York State Financial Aid – Volker/Wharton Report 1999-2000

Defining Need Simple and Transparent

• NYS Taxable Income• Federal Adjusted Gross• EFC• Poverty Determinations• Assets• Family Size• Deductions

Schedules

• Purpose of Schedules – Good and Bad• Reducing Number of Schedules –

Short Term/Long Term• Using Schedules to create

transparency

Schedules Examples

• Dependent on Parents• Single – no children• Married – no children• Single or married with children

Part-Time Entitlement Program• Award Calculation

• Use of Tap Eligibility• Summer Study• Future of APTS

Financial Independence

• Simpler – No Grade TAP• Still some issues – can a student who

is claimed on TAP return be considered independent? (Small number)

• Winners and Losers

Remedial Study

• Volker/Wharton “ducked” the issue in 2000.• Large percentage of students need “some”

remediation• Students are considered FT for TAP with 3

credits and the equivalent of 9 credits of remediation.

• Remediation uses TAP eligibility• Funding

Merit Aid

• Volker/Wharton did not address• Scholarships based on future

service• “Pure” Merit• Timing of Notification by SED

(Volker/Wharton)