Pell Lifetime Eligibility Used (LEU)

Transcription

1 Pell Lifetime Eligibility Used (LEU) EASFAA May 2013 Pam Gilligan U.S. Department of Education

2 Consolidated Appropriations Act Established the duration of a student s Pell eligibility as 12 semesters or its equivalent Effective with the award year No grandfathering Includes all years of the Pell/Basic Education Opportunity Grant (BEOG) Program Back to the award year See DCL GEN & various EAs and Technical References 2

3 Pell Grant LEU Definitions Lifetime Eligibility Used (LEU) The amount of Federal Pell Grant funds a student may receive is limited to the equivalent of six years of Pell Grant funding Since the maximum amount of Pell Grant funding a student can receive each year is equal to 100%, the six year equivalent is 600%. If LEU is more than 500% but less than 600%, only partial eligibility for next award year

4 Pell LEU Calculated by COD and provided to NSLDS NSLDS only contained grant history from forward One time catch up file provided in July 2012 from COD to NSLDS with grants for award years from to Some students did not have loan or COD records; created as new grants are added to system NSLDS records updated with the COD LEU data daily

5 Pell LEU Scheduled Award - based on the: Statutory maximum award amount for the year Student s COA Student s EFC Amount student would be eligible for if enrolled FT for a full academic year Maximum Award is $5,645 If EFC = 0, FT Scheduled Award is $5,645 If EFC = 1,000, FT Scheduled Award is $4,695 5

6 Pell LEU Annual Award = the amount of scheduled award actually received by the student Examples of items that affect the award: < FT attendance Attendance < a full academic year R2T4 6

7 Pell LEU How to calculate the equivalency? Add together each of the annual percentages of a student s scheduled award which were actually disbursed to the student. Once LEU reaches 600%, student no longer eligible for Pell Note: May impact FSEOG eligibility 7

8 Pell Percentages Examples Student enrolls FT for Fall & Spring semesters, has a 732 EFC and scheduled Pell Grant of $4,800 Think percentages not dollars here 34 CFR (b) requires disburse equally between payment periods 50% disbursed in Fall and 50% disbursed in Spring 100% of the student s Pell been disbursed

9 Pell Percentages Examples Same student enrolls FT for Fall & Spring semesters, same EFC, same scheduled award of $4,800 Student only attends 6 of 12 credit hours in Fall School makes required recalculation for HT attendance 25% disbursed in Fall - HT 50% disbursed in Spring - FT 75% of the student s Pell has been disbursed

10 Calculating Partial Award for LEU Examples Let s again presume: 100% Pell Scheduled Award = $4800 School Calendar: Standard Term Semesterbased (Fall & Spring) Student Enrollment: Full Time for Fall & Spring

11 Calculating Partial Award for LEU Examples 1. Student s LEU is %. What is her remaining LEU? % % = % LEU remaining 2. Her scheduled award is $4,800. How much may you pay her? $4,800 x % = $3,600 remaining eligibility

12 Calculating Partial Award for LEU Examples 3. How much are the disbursements? Treat student with LEU issues like we treat transfer students Don t take the amount of eligibility remaining and disburse ½ per term. First term disbursement = $2,400 ½ of her scheduled award of $4,800 $4,800 x 50% = $2,400 (50.00% of $4,800) Second term disbursement = $1,200 What s left of her remaining eligibility of $3,600 $3,600 - $2,400 = $1,200 (25.00% of $4,800)

13 Calculating Partial Award for LEU Examples 1. Student s LEU is %. What is her remaining LEU? % % = % LEU remaining 2. Her scheduled award is $4,800. How much may you pay her? $4,800 x % = $3, remaining eligibility

14 Calculating Partial Award for LEU Examples 3. How much are the disbursements? First term disbursement = $2,400 ½ of her scheduled award of $4,800 $4,800 x 50% = $2,400 (50.00% of $4,800) Second term disbursement = $1, What s left of her remaining eligibility of $3, $3, $2,400 = $1, (26.133% of $4,800)

15 Calculating Partial Award for LEU Examples You may round the dollar amount down to $1254 (26.125%), or pay the cents $ (26.133%) If you round, the student will end up at %; if you disburse the cents, the student is right at 600%. Do not round the percentages Have the option to round cents but rounding rules do not apply if the amount disbursed would place the student s LEU > %

16 How Will Students Know Their Pell LEU? For the award year, students can determine their Pell LEU by: Additional comments added to the SAR consistent with the student s Pell history at the time of the SAR (pre-screening) & from NSLDS post-screening, if LEU changes SAR comments will refer to the equivalent of school year SAR Codes contain new or revised comments See SAR Comment Codes and Text Guide posted February

17 How Will Students Know Their Pell LEU? COD System COD Transcript can be provided by the institution for the student 17

18 Declining Pell - GEN Students can decline all or part of their Pell Grant awards or return some previously received Pell Grant funds to preserve future Pell Grant eligibility May not return any Pell Grant funds from a prior award year (must be in same award year) Must provide a signed, written statement clearly indicating that they are declining/returning Pell funds for which they are otherwise eligible and that those funds may not be available once the award year is over School must submit any required adjustment records for the student to the COD System 18

19 How Will Schools Know a Pell LEU? Weekly Pell LEU Report NSLDS will display student s LEU CPS will use SAR comment codes if student s LEU is close to/exceeds 600%. COD Pell LEU History page NSLDS Financial Aid History Page on SAR If school reports a disbursement but doesn t disburse or doesn t disburse in full, MUST adjust (more important now than ever due to the 600% limit) Report adjustments within 15 days (3/15/13 EA) EFFECTIVE on April 1, 2013 Note: COD has the most reliable Pell historical data for a student s Pell LEU. COD is the System of Record for Pell LEU data. 19

20 Pell LEU Weekly Report Weekly Pell LEU Report identifies Pelleligible CPS applications with LEUs > or = 450% Each school s report includes students who listed their Federal School Code on their FAFSA Sent to school s School Newsbox on COD Reporting website award year reports will be generated until October 5, 2013 After 10/5, school can still view last 26 versions of the report in the Previous Versions folder in its Reporting Newsbox

21 Pell LEU Weekly Report For award year and forward, COD will deliver the Pell LEU Report via SAIG, not COD reporting site CSV format for easy import and sort SAIG message class PGLEYYOP YY is the award year Example file for award year would be identified as PGLE14OP

22 Pell LEU Weekly Report An applicant will appear on a school s Pell LEU Report, if the student: Submitted a FAFSA for the award year Is Pell-eligible for the award year as determined by the CPS LEU is greater than or equal to 450% as determined by the COD System

23 Pell LEU Update - Reports COD will provide the LEU on the following Pell Grant SAIG preformatted reports: Pell Grant Multiple Reporting Report (MRR) Pell Grant Reconciliation Report Pell Grant Year to Date Report Note: A student must have been disbursed a Pell Grant in an award year for the student s LEU to populate a school s report.

24 COD - Retrieving PELL LEU Report

25 Example Pell LEU Report Original SSN Original Name Code Transa CPS Date ction # Processed Primary Expected Family Applicant Last Contribution Name Applicant First Name Applicant Middle Name Applicant Date of Birth Current Social Security Number Lifetime Eligibility Used Student's Address Federal School Code xx xx 1 1/2/ SHAVAYO X 11/12/ xxx.xxx@gmail.com 9999 xx xx 1 1/2/ FRANCO X 6/10/ xxx.xxx@gmail.com 9999 xx xx 1 1/2/ FRANCO X 7/21/ xxx.xxx@gmail.com 9999 xx xx 1 1/2/ WIMADALO X 1/19/ xxx.xxx@gmail.com 9999 xx xx 1 1/2/ DOGAAL X 11/23/ xxx.xxx@gmail.com 9999 xx xx 2 1/2/ MIJOGTA X 12/2/ xxx.xxx@gmail.com 9999 xx xx 1 1/2/ KELODEL X 8/14/ xxx.xxx@gmail.com 9999

26 How Will Schools Know a Pell LEU? COD System 26

27 How Will Schools Know a Pell LEU? COD System 27

28 How Will Schools Know a Pell LEU? COD System 28

29 How Will Schools Know a Pell LEU? COD System Export Summary is in Excel format Transcript that may be printed and provided to students 29

30 Pell LEU - COD COD Warning Edits Two Pell LEU warning edits are given with origination and/or disbursement record: Edit # Message 177 Lifetime Percentage of Eligibility Used is near the lifetime limit 178 Lifetime Percentage of Eligibility Used has exceeded the lifetime limit No hard reject edit in COD or EDExpress to prevent an institution from disbursing Pell awards to a student with an LEU of > 600% in the and award years This will change beginning Summer 2013, COD will return a HARD REJECT EDIT. Expect implementation at end of June. Check IFAP for updates. 30

31 Pell LEU Update - NSLDS COD calculates Pell LEU for all Pell recipients and sends it to NSLDS NSLDS records updated daily with the COD LEU data Displays LEU on the Professional Access-Grant Page, Student Access Grant Section, and on Transfer Monitoring/FA History files NSLDS will provide LEU information to the CPS via the pre-screening and post-screening process Note: COD has the most reliable Pell historical data for a student s Pell LEU. COD is the System of Record for Pell LEU data. 31

32 Pell LEU Update - NSLDS Displays on websites NSLDS Professional Access Grant page NSLDS Student Access Grant page

33 Pell LEU - NSLDS New for NSLDS providing the Pell LEU% to CPS for inclusion on the ISIR NSLDS Professional Access website to display Pell Grant Warning Icons Close to Pell Grant LEU Limit and Meets or Exceeds Pell Grant LEU Limit 33

34 Pell LEU Update - CPS For ,CPS changes included: SAR C code on SAR if the Pell Lifetime Limit Flag is E or C SAR comments generated for the Pell Lifetime Limit Flags to help with resolution Comment Codes 345, 346 and 347

35 Pell LEU Update - CPS Pell LEU Comments implemented for Text revised for Generated when the Pell Lifetime Limit Flag is set as follows: Comment # 345: Will be set if the NSLDS Pell Lifetime Limit Flag is H A student may only receive a Federal Pell Grant for the equivalent of 12 semesters. Based on information from the National Student Loan Data System (NSLDS), we have determined that you may have received a total amount of Federal Pell Grants that is at least 75% of the cumulative total you can receive. Comment # 346: Will be set if the NSLDS Pell Lifetime Limit Flag is C A student may only receive a Federal Pell Grant for the equivalent of 12 semesters. Based on information from the National Student Loan Data System (NSLDS), we have determined that you may have received a total amount of Federal Pell Grants that is close to the cumulative total you can receive. Therefore, your eligibility for additional Pell Grant may be limited. Comment # 347: Will be set if the NSLDS Pell Lifetime Limit Flag is E A student may only receive a Federal Pell Grant for the equivalent of 12 semesters. Based on information from the National Student Loan Data System (NSLDS), we have determined that you may have received a total amount of Federal Pell Grants that equals or exceeds the cumulative total you can receive. 35

36 Pell LEU Update NSLDS/CPS New for : NSLDS provides reason codes to reflect the new Pell LEU limits. Only students who are Pell Grant eligible will be considered for post-screening with the following reason codes: Code Warning Threshold E Meets or Exceeds Pell Grant LEU Limit Greater than or equal to % C Close to Pell Grant LEU Limit Between % and % H High Percentage Warning Between % and %* N No Problem Less than or equal to % *previously between % and % 36

37 Pell LEU - CPS New for : Pell Lifetime Limit Flag from NSLDS to the ISIR Pell LEU % to NSLDS pre-screening data and the ISIR a 7-character field with an implied decimal (example: xxxx.xxx%) 37

38 Pell LEU - CPS New for : If a Pell LEU % is provided in NSLDS data from prescreening, SAR comment is generated for Pell eligible transactions that includes the amount of eligibility used converted to the academic year equivalent (Comments ) If Pell LEU % = 0 or is blank, SAR comment is generated for Pell eligible transactions with general information about the Pell Grant limit (Comment 349) 38

39 Pell LEU Comments New in Comment # Condition 349 0% and Pell Grant Flag is set to Y 350 > 0% and < or = 50% and Pell Grant Flag is set to Y SAR Comment There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Once a total amount of Pell Grant eligibility has been received, a student can no longer receive Pell Grant aid. There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of up to one half of a school year. 39

40 Pell LEU Comments New in Comment # Condition 351 > 50% and < or = 100% and Pell Grant Flag is set to Y 352 > 100% and < or = 150% and Pell Grant Flag is set to Y SAR Comment There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between one-half one school year. There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between one and one and one-half school years. 40

41 Pell LEU Update - CPS Pell Lifetime Eligibility Used (LEU) Implemented for Added NSLDS Post-screening Reason Codes for close to or exceeding Pell limit 20 = Pell eligible and met or exceeded Pell lifetime limit 21 = No longer meeting or exceeding Pell lifetime limit 22 = Pell eligible and close to Pell lifetime limit 23 = No longer close to Pell lifetime limit Values will appear in existing fields on the ISIR 41

42 Disbursements Over 600% LEU Reminder: COD will return a HARD REJECT EDIT beginning Summer Expect implementation the weekend of June 29th. Check IFAP for updates. Unlike the discharging of loans: No provision in the law to disregard Pell Grant in the calculation of a student s LEU in a case of fraud or a Closed School Discharge Compliance will be monitored and added to audit and program review procedures 42

43 Disbursements Over 600% LEU Institution may be liable for the overpayment if it had information at the time of disbursement that indicated that the student would exceed 600% LEU Rounding rules do not apply if the amount disbursed would place the student s LEU > % Student is liable for any Pell Grant overpayment Institution should follow the normal procedures for handling an overpayment: Contact student and enter into satisfactory repayment arrangements Refer to the Department for collection 43

44 Resolution Process for Incorrect LEU If a student or institution believes a Pell Grant LEU is incorrect The student should work with their current institution of enrollment The school should act as an advocate for the student Review the student Pell Grant LEU History in COD and provide a copy If data is still in question, the institution will receive direction from the COD Help Desk on how to escalate the matter to FSA for adjudication NOTE: Documentation will be required and may include student statement, institutional attestation, etc. 44

45 45 Resources

46 Communications - LEU Jan. 30, 2013 DCL GEN Pell Payment Schedules Sept. 4, 2012 June 29, 2012 June 14, 2012 May 5, 2012 DCL GEN Declination or Return of Pell Funds by a Student Pell LEU Information - July 2012 System Updates for Lifetime Limit for Pell Grants Pell LEU Information - Additional COD System Update Retrieving the Pell LEU Report Through the School's Reporting Newsbox on the COD Web site 46

47 Resource: Assistance from ED 47

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49 Help with Title IV Questions For Schools & Other Aid Professionals: Research & Customer Care Center for Grants; COD School Relations Center for Grants; Campus-Based Call Center ; For Students: Federal Student Aid Information Center (FSAIC) 800-4FED-AID 49 49

50 Contacts Boston Training Officers Pam Gilligan Anita Olivencia Boston/New York School Participation Team Main Number: (BOS) Scott Prince (IIS) Barbara Wingel (IIS) firstname.lastname@ed.gov 50

51 Feedback on Training Presentation Evaluation Survey for this presentation: Jo Ann Borel Supervisor of Training Officers ; 51

52 QUESTIONS? 52