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BOGFW Handbook Update

September 28, October 1 , 2015 Bryan DickasonCommunity College Chancellor's Office916-323-5952 bdickason@cccco.edu

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Agenda

• General Fee Waiver Manual Changes• Chapters in the new manual• Enhancements, including New

Chapters• Manual Appendices

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General Fee Waiver Manual Changes

• Increased legal citations and supporting documentation

• Enhanced information on fee waivers for veterans and their dependents

• High school completion as it relates to Title IV eligibility

• Enhanced appendices

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Chapters in the New BOGFW Manual• Introduction• Application Process• Eligibility: Financial and Non-Financial • Loss of Fee Waiver Eligibility• Special Eligibility and Veteran Fee Waivers• Full-time Student Success Grant • Student Equity Plans• Enrollment Priority• Default Prevention Initiative• Fee Waiver Payment Policies

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• Categorical Funding for SFA Administration• Chancellor’s Office Audit Authority• Campus Reporting Requirements• MIS Data Submission and Use• Participation by New Colleges• COTOP Program• Miscellaneous Information• Chancellor’s Office SFA Staff Contacts and

Communications

Chapters in the New BOGFW Manual

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Enhancements, including New Chapters

6

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Chapter 1

1.Program Purpose2.Program Description3.Program Authority4.Multi-Campus District5.Definitions

1. More information on “total Income”2. Clarification on award year, academic year and

base year – prior prior

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Chapter 2

1.Application for the BOG Fee Waiver Program

The BOG Fee Waiver ApplicationPoint out that other financial aid requires FAFSA/Dream ActVeterans Fee Waiver requires College Fee Waiver Authorization letter

2. Use of the FAFSA or Dream Act Application Output Documents

2. Federal ISIR

3. Cal ISIR

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Chapter 3Annual Cycle of the Academic Year: Header or Trailer

Residency

Eligibility status under AB 540 and AB 2000

Under CEC Section 68122 for U and T visa holders

Relationship to Federal Non-financial Requirements

High school graduation – CAHSEE no longer required

Eligible Career Pathways

Definition of VACA Act “Covered Individual”

VACA is also mentioned in Chapter 4 and Appendix 23

Residency status under the VACA Act

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Chapter 3

Enrollment in Credit Coursework

Baccalaureate degree pilot program differential fee

Challenging a class – student may be charged fees

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Chapter 4

Dependency Status

Financial Eligibility for Part AFinancial Eligibility for Part B Explained more fully Financial Eligibility for Part C

BOG Fee Waiver as an Award in Packaging

Federal Statute and Regulation Regarding Need Analysis

Eligibility for Members of Religious Orders

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Chapter 5 – Loss of Fee Waiver Eligibility•Academic and Progress Standards

• Coming for the 2016 Fall term

• Just to confuse students• Fed and state financial aid SAP vs. BOGFW SAP• Make sure staff know the differences• Update campus policy manuals

•Adoption and Display of Policies

•Loss of Fee Waiver Notifications

•Appeals

•Restriction on Additional Requirements

•Collection of Fees Erroneously Waived

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Chapter 6 Special Fee Waiver Situations

Expanded information on the CalVet Fee Waivers

CalVet Fee Waivers are primarily for the dependents of veterans

The only CalVet Fee Waiver for veterans is for Medal of Honor recipients

Presentation of documentation

Cannot require the BOGFW application but in student’s best interest to apply

Waiver of fees for student eligible for in-state fees through VACA

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Chapter 7 Student Equity Plans

1.Purpose of the College

2.Some students need more help

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Chapter 8 Enrollment Priority

Promotes equity

1.Tier 1

a) CalWorksb) DSPSc) EOPSd) Foster youthe) Veterans

2.Tier 2

a) New studentsb) Continuing students

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Preparing a Default Prevention Plan

A school’s Default Prevention Plan must have the following:

1. Identify the factors causing the default rate to exceed the threshold

2. Establish measureable objectives and the steps the institution will take to improve its cohort default rate

3. Specify the actions the institution will take to improve student loan repayment

 Chancellor’s Office Default Prevention Efforts

Selection of a Private ConsultantTiered prevention approach

Tier 1 – Default rate in excess of 30%Tier 2 – Default rate between 20% and 30% 

Chapter 9 Default Prevention and Financial Literacy

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Chapter 9 Default Prevention and Financial Literacy

1.Financial Literacy

1. Partnership with NEFE2. CashCourse1. For Colleges2. For Students

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Chapter 10 Payment Policies

Eligibility Established Prior to Start of Term

Eligibility Established After Start of Term or Eligibility Pending

Reimbursement of Fees Paid and Retroactive Reimbursement

Retroactive reimbursement processing fee

 Repayment of a BOG Fee Waiver

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Chapter 11 Categorical Funding Formulas

Board Financial Assistance Program (BFAP) Student Aid

Administrative Allowance

Base BFAP-SFAA allocation formulaBFAP-SFAA capacity funding allocation formula Allowable use of funds

 The Board Financial Assistance Program (BFAP) Allocations – “2%” Fund

 Additional Allocations

 3 Percent of the “2% Fund” Set-Aside

 BOG Fee Waivers are Entitlement Funding

 Financial Aid and Fee Waivers

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Chapter 12 Chancellor’s Office Audit Authority

Chancellor’s Office Audits

 

Auditor Findings and Possible Actions

First time findingsSystemic/significant findingsRepeat Findings

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Chapter 13 Campus Reporting Requirements

MIS Data: Annual October 1st Submission Estimates of Fee Waiver ActivityReallocation of Unused Administrative Allowance: BFAP Report 2Maintenance of Administrative Effort: BFAP Report 3 Ad Hoc ReportsReporting to the Student Aid CommissionReporting Federal Gainful Employment DataReporting of Full-time Student Success Grants

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Chapter 14 MIS Data Submission

Chancellor’s Office Management Information System

Integrated Postsecondary Education Data System (IPEDS)

Maintenance of Effort (MOE) requirements

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Chapter 15 Participation by New Colleges

Initial Funding for new colleges

Categorical funding matrix in Appendix 13

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Chapter 16 COTOP Program

Program Description

 

Participation Agreement

 

Chancellor’s Office Tax Offset Program Staff Contact

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Chapter 17 Miscellaneous Information

Student Financial Aid Disbursement Contracts

Awaiting new rules coming from the feds

 

AB 2160 Requires Cal Grant GPA Submission From Public High Schools

 

Selection of Osher Scholars

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Chapter 18 Staff Contacts and Resources

Financial Aid Staff Contacts

 Communications from the Chancellor’s Office

 Training

 Other Financial Aid Resources

 Comments

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Increased Manual Appendices

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Increased Manual Appendices

Added more legal citations

CEC

CCR

Additional Charts

Additional Fact Sheets

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Fee Waiver Manual Appendices

• The law regarding the BOG Fee Waiver• Regulations regarding the BOG Fee Waiver• Special eligibility categories for persons eligible for

BOG Fee Waiver• Law regarding military residency for dependents of

the armed forces• The current BOG Fee Waiver Paper Application• 2015-16 income eligibility rates for the BOG Fee B

Waiver• Law Regarding Veterans, Military and Non-Resident

Fees• Clarification on VACA Implementation• Full-time Student Success Grant• BFAP SFAA Maintenance of Effort Guidance