Florida Scholarship Grant Programs State Reporting Office of

Outline • • Institutional Responsibilities Available Resources Reporting Requirements Program Reminders Bright Futures Summer

Institutional Responsibilities www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved.

Institutional Responsibility • Verify general eligibility – Residency, Citizenship, Degree-seeking status, Number of Hours

Institutional Responsibility Residency The institution has sole responsibility for making the determination of whether

Institutional Responsibility Citizenship An applicant must be a U. S. citizen or eligible non-citizen

Available Resources www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved.

Resources https: //www. Florida. Student. Financial. Aidsg. org/home/Post. Secondary. Institutions. asp www. FLDOE. org

Postsecondary User Guide https: //www. Florida. Student. Financial. Aidsg. org/admin/SAWPDFREDIR. ASP? User. Type=PSIguide www.

State Financial Aid Calendar – 2018 -19 • Reinstatement/Restoration Application – February 2018 •

State Reporting Process • Master Eligibility List (MEL) – Centralized Programs • All students

State Reporting Requirements www. FLDOE. org © 2014, Florida Department of Education. All Rights

Loan Volume Report Institutions that received state funds in Fiscal Year 2017 -2018 for

Student Financial Aid Report (SFAR) Institutions that received state funds in Fiscal Year 2017

Report Eligible Students Timely Report Students on DER – 30 days after the end

Remit Undisbursed Funds Timely • Undisbursed funds – return funds 60 days after the

Remit Undisbursed Funds Timely Schools failing to meet the statutory deadlines for returning funds

Deadline Reminders 10 -Day Courtesy Reminders • Disbursement Eligibility Report – report disbursements (Sent

Payment Summary Screen • Review voucher amounts by program and term • Review if

Payment Summary Screen www. FLDOE. org © 2014, Florida Department of Education. All Rights

Program Reminders www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved.

Bright Futures Florida Academic Scholars • Award increased to 100% of tuition and specified

Benacquisto Beginning with the 2018 -19 academic year, funding is available for non-Florida residents.

Florida Student Assistance Grants Continue to report ‘Otherwise Eligible’ students, as these counts are

Florida Farmworker Student Scholarship The Florida Farmworker Student Scholarship will award up to 50

Bright Futures Summer Funding www. FLDOE. org © 2014, Florida Department of Education. All

Eligible Students All eligible Florida Academic Scholars (FAS) may be funded summer 2018. Students

Funding Terms Students who are FAS Eligible for 2017 -18 Fall 2017 Spring 2018

Summer Deadlines • Summer sessions with May or early to mid June drop/add dates

State Student Financial Aid Database (SSFAD) www. FLDOE. org © 2014, Florida Department of

Website/SSFAD: Makeover • • • Moving SSFAD screens to updated technology platform in order

Website/SSFAD: Makeover (Cont. ) • • Moved Login to top right of Main page

State Program’s Home Page http: //www. Florida. Student. Financial. Aid. org/SSFAD/home/uamain. htm www. FLDOE.

Website Footer www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved.

Postsecondary Institutions Menu www. FLDOE. org © 2014, Florida Department of Education. All Rights

Disbursement Eligibility Report www. FLDOE. org © 2014, Florida Department of Education. All Rights

www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 40

Resources www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 41

Common Questions www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved.

Common Questions: #1 If a student already has Tuition and Fees covered by other

Common Questions: #2 As Bright Futures is now tied to Tuition and Fees, can

Common Questions: #3 Does the institution have to reevaluate the student again for state

Contact Information Brian Underhill Director of State Scholarships & Grants 850 -410 -5185 Brian.

www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved.

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Florida Scholarship & Grant Programs – State Reporting Office of Student Financial Assistance (OSFA) May 30, 2018 Presented by: Brian W. Underhill www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved.

Outline • • Institutional Responsibilities Available Resources Reporting Requirements Program Reminders Bright Futures Summer Funding State Student Financial Aid Database (SSFAD) Common Questions www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 2

Institutional Responsibility • Verify general eligibility – Residency, Citizenship, Degree-seeking status, Number of Hours Enrolled • Verify program eligibility (i. e. determine need) • Report eligible students timely • Reconcile and Remit any undisbursed funds timely • Submit required reports timely • Submit Grade and Hours • Provide for Appeals • Fulfill Audit Requirements www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 4

Institutional Responsibility Residency The institution has sole responsibility for making the determination of whether the applicant meets the residency requirements. Institutions must follow guidelines set forth in s. 1009. 21, F. S. , in conjunction with 6 A-20. 003 and 6 A-10. 044, F. A. C. for residency determinations. The institution is required to check a student’s eligibility by the last day of drop/add for disbursement purposes. The institution is not required to re-evaluate the student’s eligibility status after the initial determination has been made. State programs that do not require Florida residency: Rosewood Family Scholarship and Benacquisto Scholarship. www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 5

Institutional Responsibility Citizenship An applicant must be a U. S. citizen or eligible non-citizen in order to receive state program awards. Citizenship for state programs is determined using the same criteria and documentation as for federal student aid programs, unless specified in State Board of Education Rules 6 A-10. 044 and 6 A-20. 003, Florida Administrative Code. www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 6

Postsecondary User Guide https: //www. Florida. Student. Financial. Aidsg. org/admin/SAWPDFREDIR. ASP? User. Type=PSIguide www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 9

State Financial Aid Calendar – 2018 -19 • Reinstatement/Restoration Application – February 2018 • ‘Early’ Bright Futures Evaluations – March 2018 • Institution Renewal Application – May 2018 • Grade and Hours submitted to determine Renewal (students funded 2017 -18) – May 2018 • Eligibility determined for other Centralized programs – July 2018 • Term 1 Allocations – August 2018 • • • Begin reporting students on the DER within 30 days of drop/add Begin reconciling within 60 days of drop/add All funds for dropped hours returned within 30 days after end of term • ‘Final’ Bright Futures Evaluations – August/September 2018 • Term 2 Allocations – December 2018 • • • Begin reporting students on the DER within 30 days of drop/add Begin reconciling within 60 days of drop/add All funds for dropped hours returned within 30 days after end of term • End of Year Reconciliation – June 1, 2019 www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 10

State Reporting Process • Master Eligibility List (MEL) – Centralized Programs • All students eligible for a centralized program will populate on the MEL • The MEL should be pulled down regularly as OSFA determines eligibility throughout the year • Disbursement Eligibility Report (DER) • It is recommended that students should not be paid until they have been successfully placed on the DER to ensure that students are eligible to be funded • Reconcile: Request or Return Funds • Grade and Hours • Any student funded at least one term during the year will populate on your Grade and Hours report www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 11

Loan Volume Report Institutions that received state funds in Fiscal Year 2017 -2018 for student scholarships or grants administered by the Office of Student Financial Assistance shall create the following two reports in a format prescribed by the Department of Education. Both reports are due by December 1, 2018. A report of the following information by institution: • 1) federal loan information, including the total federal loan amounts disbursed and total number of students who received federal loans; and • 2) student level data for all grants, scholarships, and awards to students who applied for and/or received state-funded tuition assistance and aid. Correspondence: Memo tentatively to be sent in July Reporting Format: Aggregate via online SSFAD system Deadline: December 1, 2018 www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 13

Student Financial Aid Report (SFAR) Institutions that received state funds in Fiscal Year 2017 -2018 for student scholarships or grants administered by the Office of Student Financial Assistance shall create the following two reports in a format prescribed by the Department of Education. Both reports are due by December 1, 2018. A report of the following information by institution: • 1) federal loan information, including the total federal loan amounts disbursed and total number of students who received federal loans; and • 2) student level data for all grants, scholarships, and awards to students who applied for and/or received state-funded tuition assistance and aid. Correspondence: Memo tentatively to be sent in August Reporting Format: Student-level via SFTP or Excel Deadline: December 1, 2018 www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 14

Report Eligible Students Timely Report Students on DER – 30 days after the end of regular registration each semester Effective Access to Student Education Grant Formerly – Florida Resident Access Grant (FRAG) Report Students on DER • Term 1: October 30 • Term 2: February 28 www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 15

Remit Undisbursed Funds Timely • Undisbursed funds – return funds 60 days after the end of the regular registration • Drop/Withdrawn Hours – return funds 30 days after the end of the semester (BF Only) www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 16

Remit Undisbursed Funds Timely Schools failing to meet the statutory deadlines for returning funds may be provided program funds on a reimbursement basis the following term or subsequent academic year. www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 17

Deadline Reminders 10 -Day Courtesy Reminders • Disbursement Eligibility Report – report disbursements (Sent out 20 days after your institution’s last day of drop/add) • Reconciliation – return unused funds (Sent out 50 days after your institution’s last day of drop/add) • Dropped/Withdrawn Hours (Sent out 20 days after your institution’s last day of term) www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 18

Payment Summary Screen • Review voucher amounts by program and term • Review if your institution owes OSFA, or if OSFA owes your institution for current and prior years • Check the “I agree” box to request additional funds • Attach the completed Refund Transmittal form with your refund check www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 19

Bright Futures Florida Academic Scholars • Award increased to 100% of tuition and specified fees + $300 education expenses • Summer 2018 funding Florida Medallion Scholars • Award amount increased to cover 75% of tuition and specified fees for 18 -19 • Summer 2019 funding Gold Seal CAPE Scholars • Additional funding for bachelor’s degree www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 22

Benacquisto Beginning with the 2018 -19 academic year, funding is available for non-Florida residents. Eligible non-Florida residents are exempt from out of state fees. Use the O 27 Override Code to verify that the out-ofstate student graduated from high school during the 2017 -18 school year. www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 23

Florida Student Assistance Grants Continue to report ‘Otherwise Eligible’ students, as these counts are used in next year’s allocation formula. Please ensure that all students coded as C 99 at the end of the year still meet all eligibility requirements (i. e. still have at least $200 of unmet need). www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 24

Florida Farmworker Student Scholarship The Florida Farmworker Student Scholarship will award up to 50 scholarships annually. The scholarship award is equal to 100% of tuition and specified fees at a public postsecondary institution. www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 25

Eligible Students All eligible Florida Academic Scholars (FAS) may be funded summer 2018. Students who are FAS Eligible for 2017 -18 • Native Students • Transfer Students who are FAS Eligible for 2018 -19 • Initial Students • Reinstatement Students • Restoration Students www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 27

Funding Terms Students who are FAS Eligible for 2017 -18 Fall 2017 Spring 2018 Summer 2018 Term 1 Term 2 Term 6 Students who are FAS Eligible for 2018 -19 Summer 2018 Fall 2018 Spring 2019 Summer 2019 Term 0 Term 1 Term 2 Term 6 www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 28

Summer Deadlines • Summer sessions with May or early to mid June drop/add dates – Reconcile by June 22. • Summer sessions with late June or July drop/add dates – Reconcile by August 1. • Summer Term 6 DER closes August 10 www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 29

Website/SSFAD: Makeover • • • Moving SSFAD screens to updated technology platform in order to maintain security of the system Pages/Screens affected: All Tentative Go Live Date: September 1, 2018 www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 31

Website/SSFAD: Makeover (Cont. ) • • Moved Login to top right of Main page (All Users) Reordered items on Postsecondary Institution menu Restructured the Disbursement Eligibility Report (DER) Added Message Scroll Bar to the top Moved Audit and PSI Eligibility information to the footer Merged “Reset Password” into “Maintain User Accounts” Merged allocation requests into a single screen www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 32

Common Questions: #1 If a student already has Tuition and Fees covered by other financial aid, can a student receive the full Bright Futures award? Yes. Bright Futures is not a need-based program. www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 43

Common Questions: #2 As Bright Futures is now tied to Tuition and Fees, can a student’s award be reduced because the student is exempt from paying certain fees? No. The Bright Futures award is a standard per credit hour amount based on the institution’s published Tuition and Fee schedule with the Board of Governors and may not reflect what individual students may be required to pay each term. www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 44

Common Questions: #3 Does the institution have to reevaluate the student again for state aid after the drop/add period? No. The institution is only required to evaluate each student once for state aid. www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 45

Contact Information Brian Underhill Director of State Scholarships & Grants 850 -410 -5185 Brian. Underhill@fldoe. org Levis Hughes Bureau Chief, Office of Student Financial Assistance 850 -410 -6810 Levis. Hughes@fldoe. org www. FLDOE. org © 2014, Florida Department of Education. All Rights Reserved. 46