2011 WFAA Summer Workshops
HECB State Student Financial Aid Updates
July 13 ~ Seattle Pacific University
July 14 ~ Whitworth University
State Need Grant
State Work Study
Unit Record Reports/Data
Coming soon…
Opportunity Scholarship
 College Bound Scholarship
 Changes to governance

Other
FA information & awareness
 Training & assistance

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State Need Grant
• Over $266 million for 2011-12 assures lowest income
students served by SNG attending public institutions
protected from tuition increases
• Continuing trend of un-served students – anticipating
over 27,000 for 2010-11
 Legislature provided direction to consider additional criteria
besides “first-come, first-served”
• Less-than-halftime eligibility continues without separate
fund tracking
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SNG policy reminders
• “Self-help” must be 25% of budget or $3,433
 $8.67 x12 hours x 33 weeks
 Work, loan, scholarships, EFC, unmet need (not Chafee
ETV or Opportunity Grant)
• Prioritization allowed
 Target lowest-income, returning recipients, nearing
completion, etc.
 HECB will gather awarding policies to summarize
• Report all eligible students regardless of whether your
packaging policy leads them to not be served
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SNG Awards
Median Family Income
Sector
0% - 50%
51% - 55%
55% - 60%
61% - 65%
66%-70%
Research
$ 9,280
$ 6,496
$ 6,032
$ 5,568
$ 4,640
Private Four Year
DigiPen and NWCA
(new students*)
WWU
$ 8,214
$ 5,750
$ 5,339
$ 4,928
$ 4,107
$ 4,107
$ 2,875
$ 2,670
$ 2,464
$ 2,054
$ 6,751
$ 4,726
$ 4,388
$ 4,051
$ 3,376
CWU, TESC
$ 6,629
$ 4,640
$ 4,309
$ 3,977
$3,315
EWU
$6,446
$ 4,512
$ 4,190
$ 3,868
$ 3,223
Community and
Technical Colleges
$ 3,256
$ 2,279
$ 2,116
$1,954
$1,628
Private Vocational
$2,713
$1,899
$1,763
$1,628
$1,357
Private Vocational
(new students*)
$1,357
$ 950
$ 882
$ 814
$ 679
$ 862
$ 603
$ 560
$ 517
$ 431
2011-12 Dependent
Care Allowance
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CSAW
• Replaces payment utility in portal and interim
report in secure site & will accommodate
College Bound awards
 Streamline & combine features of both processes
 Clearer interface to address edits
• All privates convert to “running balance” method
(GU & SU piloted)
 Adjustments made in portal
 Funds returned at year-end
• Some publics will use for November interim
report
• Conversion for all by 2012
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SNG timelines
• Summer - review of July 8 SNG Final report and
reconciliation
• August - Convert $25 million reduction to SNG to “locally
served” in portal (affects Archive Report, fund totals, etc.)
• August – Private institutions begin using CSAW
• Early Sept. - final reserves distribute remaining 10% of
allocation
• Fall 2011 – pilot public institutions begin using CSAW
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State Work Study
• Program funding drastically reduced to about $8
million (from $16 M last year or $23 M two years
ago)
• Anticipate there will be about 2,500 students
participating from 9,000 two years ago
• 2011-12 will focus on revised equitable distribution
methods; maximizing student opportunity;
utilization patterns and program advocacy
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SWS policy reminders
• Elimination of participation of non-resident students
• Suspension of special projects (high demand,
math/science teacher, community service)
• Suspension of full-time work-study
• Elimination of federal funding impacting TANF and
Unemployment Insurance benefit calculations
• Increased employer match rates
 1,500 employers classified & renewed by HECB
−
−
−
For-profit ~ 60%
On-campus/governmental ~ 40%
Non-profit/school district/STEM ~ 30%
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SWS timelines
• July 15 – Public cash requests and year-end reports;
private timesheets due
• Late July – distribution of remaining 25%
• August – reconciliation of 2010-11
• Sept. – distribution of any remaining carry-forward
• Nov. – SFA Workgroup review of distribution model &
policies
• Fall & beyond – review and re-distribution of under-spent
funds as needed
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Unit Record Report
Due date – October 7
• Trainings in August
 Highline Community College August 9 ~ 1-3 p.m.
 Joint training with SBCTC via webinar Sept. 1 ~ 2-4 p.m.
• Changes:
 Don’t report Workforce and Opportunity Grant without FAFSA
 The $25 M mid-year reduction to State Need Grant
− Some institutions report SNG, and report local funding in
appropriate source.
− Other institutions over-report SNG, the HECB will move the
appropriate amount into “unserved-served with local funds”
category.
− The SNG Edits & Mismatch report will be disabled until after
submission.
− Three year summary in totals reports versus five.
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2010-2011 FAFSA Application Dates by Income
20000
18000
16000
Independent
Students
14000
<0
12000
0-10K
10000
10-30K
8000
6000
4000
2000
0
30-50K
50-70K
70-90K
90-110K
>110K
14000
12000
Dependent
Students
10000
<0
0-10K
8000
6000
10-30K
30-50K
50-70K
4000
2000
70-90K
90-110K
>110K
0
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Opportunity Scholarship –
ESHB 2088
• Scholarships targeted to low- and middle-income resident
students pursuing a bachelors in high demand areas.
• A board with business representatives and other
appointees created.
• Program administered by College Success Foundation.
• Private contributions and $5 million state match will fund
scholarships.
• Scholarships will be awarded December 2011.
• CSF currently designing scholarship.
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College Bound Scholarship
•
•
•
•
Early commitment of enhanced State Need Grant
Nearly 87,000 students have applied
About 16,000 in the 2012 cohort
Partners (CSF, GEAR UP, OSPI, NELA, and more)
focusing on FAFSA completion and student support in
addition to outreach
• Meeting with campuses held to discuss identification and
support of students beginning in 2012
• Summer will develop financial aid procedures and
discussed at WFAA in October
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College Bound Rules
• Students have one year from high school graduation to
enroll
• Award combines with SNG to cover public T/F + $500
• Feb. 1 FAFSA deadline for SNG priority
• Most policies same as SNG except:
 65% MFI
 Four-year award within five years (12 quarters/8 semesters)
 High school graduation with 2.0 GPA
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College Bound Processes
• Students will be matched to FAFSA and presented to
campuses via “cruncher”
• HECB will communicated with matched students and
those who appear ineligible or need to verify eligibility
• Campuses will verify eligibility for those HECB cannot
• CB award incorporated into CSAW reporting systems
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Elimination of the HECB –
E2SSB 5182
• Eliminates HECB effective July 1, 2012
• Replaces HECB with an Office of Student Financial
Assistance and a Council on Higher Education (CHE)
• Names Governor-appointed steering committee to
determine role and scope of CHE functions
• Steering committee recommendation due December
2011
• Assigns GET operations to new Student Financial
Assistance Office
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Next Steps
• Strategic Master Plan (SMP) update
•
HECB and stakeholders/partners collaborate
•
Initial plan draft due at September 29 HECB meeting
at WSU Tri Cities
•
Final SMP draft due at HECB November 17 meeting
at UW Bothell
• CHE steering committee formation
−
Report due December
• Fall ‘Chautauquas’
−
Tri-Cities, Ellensburg, Yakima, Seattle & Olympia
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FA Training, Information & Awareness
• June workshop feedback – in-person training in a
convenient location appreciated
• Program manuals – likely they will not be mailed next
year
• HECB will share a FA 101 .ppt with state aid information
• HECB update at WCHSCR will be presented by SFA staff
and include FA information
• Developing video of FA students to share with Legislators
• SFA will direct efforts to institutional training and
assistance for new administrators and where data
present questions
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Questions?
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SNG 2011-2012 MFI Chart
MFIs for 2011-2012 SNG Program
(rounded to nearest $500)
Family
Size
50%
55%
60%
65%
70%
1
21,000
23,500
25,500
27,500
29,500
2
28,000
30,500
33,500
36,000
39,000
3
34,500
37,500
41,000
44,500
48,000
4
41,000
45,000
49,000
53,000
57,000
5
47,500
52,000
57,000
61,500
66,500
6
54,000
59,500
64,500
70,000
75,500
7
55,000
60,500
66,000
71,500
77,000
8
56,500
62,000
67,500
73,500
79,000
9
57,500
63,500
69,000
75,000
80,500
10
59,000
64,500
70,500
76,500
82,500
Note: Maximum MFI range remains at 70% MFI.
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MFI Range: Percentage of Award
Percentage of full-time award covered at different MFI ranges
MFI Range
2011-2012
Percentage of Award
0%-50%
100%
51%-55%
70%
56%-60%
65%
61%-65%
60%
66%-70%
50%
• No changes from 2010-2011
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Passport to College
Provides scholarship and support services to students from foster care.
• Data exchanges identify eligible students and monitor pipeline.
• DSHS verifies eligibility through secure data match, enabling a
postsecondary pipeline analysis.
• Institutions developing innovative services for youth from care, and
receive incentive payments.
• College Success foundation providing outreach, student intervention,
and community integration services.
• Award amounts will be $3,000 in 2011-12 – summer term allowed.
Year
New Enrollees
Continuing
Total
2010-11
182
188
370
2009-10
220
98
318
2008-09
157
n/a
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“Passport is a huge help in supporting my dreams.”
– Passport recipient
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The only Washington-focused scholarship
matching resource available free of charge
to both students and scholarship providers.
• Both for Washington resident or students
attending Washington institutions.
• Serves all ages of students, from middle
school to grad school.
• Benefits students by helping them to find
more scholarship opportunities.
• Benefits providers by providing free
advertising of their scholarship to potential
applicant pool.
theWashBoard.org by the Numbers:
• More than 61,000 registered student seekers.
• 200 scholarship providers participating
• 36 SNG eligible institutions or foundations
• $26m in anticipated awards listed this year
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Federal SAP vs. State SAP
• Most state SAP policies have been submitted; however, many
questions remain regarding the burden of the two policies for
state and federal aid.
• Federal and state SAP requirements have always differed
(term by term vs. annual; specific requirements regarding
completion, etc.).
• Maximum timeframe – 125% (state) vs. 150% (federal).
• The federal “pace of progress” is a different computation than
the “50% of completion.”
• Any information regarding the two policies at play on your
campus and how they determine SAP issues would be
appreciated
– the SFA Workgroup can review – data would be needed to
evaluate potential changes.
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GEAR UP GET Scholarship
• Class of 2011 Scholars Project for GEAR UP uses GET to
disburse funding.
• About 530 scholars.
• An Excel list will be uploaded to the secure site – and schools
can sort to identify students by campus.
• GEAR UP GET should be treated as a scholarship for
packaging purposes.
• If a student withdraws, refunds should be returned to GET.
• GEAR UP GET will be identified separately from regular GET
including a separate email accompanying the disbursement.
Questions? Susan St. George at susans@hecb.wa.gov
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