BOGFW Handbook Update
September 28, October 1 , 2015
Bryan Dickason
Community College Chancellor's Office
916-323-5952
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
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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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Chapters in the New BOGFW Manual
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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
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Enhancements, including
New Chapters
6
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Chapter 1
1.
2.
3.
4.
Program Purpose
Program Description
Program Authority
Multi-Campus District
5. 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 Application
Point out that other financial aid requires FAFSA/Dream Act
Veterans 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 3
Annual 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
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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 A
Financial Eligibility for Part B
Financial Eligibility for Part C
Explained more fully
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
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Coming for the 2016 Fall term
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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) CalWorks
b) DSPS
c) EOPS
d) Foster youth
e) Veterans
2. Tier 2
a) New students
b) Continuing students
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Chapter 9 Default Prevention and
Financial Literacy
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 Consultant
Tiered prevention approach
Tier 1 – Default rate in excess of 30%
Tier 2 – Default rate between 20% and 30%
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Chapter 9 Default Prevention and
Financial Literacy
1. Financial Literacy
1. Partnership with NEFE
2. CashCourse
1. For Colleges
2. 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 formula
BFAP-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 findings
Systemic/significant findings
Repeat Findings
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Chapter 13 Campus Reporting Requirements
MIS Data: Annual October 1st Submission
Estimates of Fee Waiver Activity
Reallocation of Unused Administrative Allowance: BFAP Report 2
Maintenance of Administrative Effort: BFAP Report 3
Ad Hoc Reports
Reporting to the Student Aid Commission
Reporting Federal Gainful Employment Data
Reporting 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
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