1. NYSFAAA 2010

2. New York State Grants & Scholarships

3. TAP… into the Future

4. vProcessing Update v2010 Budget Remedial Students vGrants and Scholarships Modernization Strategy Overview

5. 2010-11 Processing Update

6. Processing Update 2010-2011 vApplications Over 515,000 processed as of September 1, 2010  ETA 1%  Renewal Process22%  FAFSA Direct46%  Anytime TOTW31%

7. Communications vAs of September 1, 2010, HESC sent out more than 2.25 million communications to students for the 2010-11 academic year v99% via e-mail

8. 2010-11 Budget Changes

9. 2010-11 TAP: New York State Budget and Regulatory Update vAll annual TAP awards are reduced by $75 vPrivate pension and annuity amounts excluded from New York State income tax are included in the calculation of income used for determining TAP award eligibility vThe maximum award for students, other than a student who is in a nursing program, on Schedules D and E attending degree-granting or registered not-for-profit business schools qualified for tax exemption under section 501(c)(3) of the internal revenue code for federal income tax purposes that offer only 2 year programs is $4,000 or the actual tuition charged, whichever is less

10. 2010-11 TAP: New York State Budget and Regulatory Update vA new award schedule with a maximum New York income less than $40,000 and a maximum award of the lesser of $3,025 or the actual tuition charged is established for independent students who are married with no tax dependents vTAP awards are not available to graduate students vStudents in default on any state or federal student loan are not eligible for TAP or any other New York State financial aid program vNew academic standards have been established for non-remedial students first receiving state aid in 2007-08 and thereafter

11. Remedial Students and SAP vRegulations Relating to New Standards of Academic Progress for TAP for the 2010-2011 Academic Year

12. Remedial Students and SAP vIntent To ensure students receiving TAP and not needing remedial instruction or a small amount of remedial instruction demonstrate sufficient academic progress to complete their programs in a timely manner

13. Remedial Students and SAP Returning students who “fall in the gap” between the 2006 and 2010 SAP, will be deemed remedial students for the 2010-2011 academic year only and will continue to be eligible for TAP while progressing to the level of academic performance necessary for the new SAP standards for the 2011-2012 academic year

14. Where We Are & Where We Are Going…

15. Express TAP Application (ETA) vHESC ceased automatically mailing paper applications with 2010-11 academic year Prior to 2010-11, HESC printed and mailed ETAs to students whose ISIR was selected based on NYS residency, choice of NYS schools, etc. Of these applications, only 25% were actually returned and processed Considerations:  Waste of resources  Privacy issues  Costly

16. New Process: ETA by Request vNo automatic printing and mailing of ETAs vETA printed only upon request by student or school: Student can call HESC or request online School can request ETA to be sent using Request TAP Form link (previously used to request duplicates) School will continue to have the on-site print function under Reports/Standard Reports

17. New Process: ETA by Request vSame prefilled application based on FAFSA data! vInstead of creating the file to get a paper application 2-3 weeks after ISIR selection, the print function will be available 1 or 2 days after ISIR selection

18. Proposed Application Deadline Change for 2010-2011 vNew regulation makes TAP application deadline the same as FAFSA deadline: June 30 vCommences with the 2010-2011 academic year

19. Where We Are… Multiple Scholarship Processing

20. Currently: vHESC’s core TAP System (mainframe) can only process one scholarship for each student for any given year vNew scholarships necessitated the development of more useful tools to expedite processing

21. Multiple Scholarship Processing Currently: vMost scholarships and TAP awards are processed on the core TAP system vSome programs, such as Memorial programs, cannot be correctly calculated due to field size limitations These are calculated, put on rosters and certified using the Consolidated Scholarship Roster (CSR) system with expanded field sizes

22. Multiple Scholarship Processing Currently: vWhen the student holds 2 scholarships e.g., the Scholarship for Academic Excellence (SAE) and NYS Lottery’s Leaders of Tomorrow Scholarship (LOT) LOT is paid on the core TAP system SAE on the CSR vAll Robert C. Byrd Honors Scholarships are paid on the CSR

23. Multiple Scholarship Processing Currently: vCompletely parallel processing CSR rosters and RAs are paper TAP rosters and RAs are electronic vBoth rosters and RAs produced at same time according to TAP processing schedule on HESC.org CSR = paper printed from HESC Standard Reports Mainframe = web or electronic files

24. Multiple Scholarship Processing Currently: vWeb inquiry of CSR and TAP core processing is now available in View Student Record

25. First Steps into the Future…

26. New Comprehensive Student Status Listing

27. vSSL COMP give schools a complete picture of a student’s financial aid vContains data from both the core TAP system and the CSR vLayout for new SSL Comp available on HESC.org vExisting Full and Abbreviated Student Status Listings will continue to be available

28. New Comprehensive Student Status Listing vTwo record types for each student, differentiated by a Record Type field: One Demographic (Demo) record containing data relevant to the student and all financial aid programs the student receives One or more Financial Aid Program (FAP) records which contain data specific to one financial aid program, including term information Available as an electronic file and Excel spreadsheet

29. New Comprehensive Student Status Listing  Fields on Demo Record (Record Type D) IVP Status Reduction Index Residency Indicator - New Deferred Term Information - New Lifetime Points Information First Year Student Record Count - New CSR FAP Indicator - New Name SSN Date of Birth Petition Status Record State Remedial Information Waiver Information College Code

30. New Comprehensive Student Status Listing vFields on FAP (Record Type F) SSN Origin Indicator - New FAP Year FAP Code Application Status FAP Lifetime Points College Code by Term Award Amount by Term Roster Number by Term Message Number by Term Award Schedule by Term Points Pending/Used by Term Pay Status by Term Certification Code by Term RA Number by Term Enrollment Status by Term Cost of Attendance by Term - New Tuition & Fees by Term - New Room & Board by Term - New Books & Transp. by Term - New Pell Amount by Term - New Budget Code by term - New

31. New Comprehensive Student Status Listing vSimilarities between Full and Comprehensive Student Status Listings Term information only provided if student is attending your school in that term Possible to have an award amount of $0 Prior to enacted State Budget, header record will contain PRELIM and term award amounts masked with 11111

32. New Comprehensive Student Status Listing vDifferences between the Full and Comprehensive Student Status Listings No Check Digit on the SSL Comp Memorial scholarships contain accurate award amounts on SSL Comp

33. New Comprehensive Student Status Listing vDifferences in:  Application Status  Award Amounts  Certification Code  Enrollment Status  First Year and FAP Year

34. View Student Record Enhancements

35. vHESC has added data from the CSR to the View Student Record Web page New section “G&S CSR Payment Data” added below existing Payment data If the financial aid program is paid via a TAP roster, data will be displayed in the G&S Payment Data section If the financial aid program is paid via the CSR, data will be displayed in the G&S CSR Payment Data section

36. View Student Record Enhancements vView Student Record Samples

37. Advancing into the Future….

38. Future Enhancements vHESC plans to process multiple scholarships for a student on the core TAP system Goal is to eliminate the CSR and unify the Roster, certifications and RA New data model developed Working on redesign of Roster, certification and RA processing A survey concerning current roster use and our thoughts on how to change the roster for multi FAP’s will be going out shortly

39. HESC Points of Contact Norene Grose Director, Grants and Scholarships ngrose@hesc.org Todd Palmiere Manager, Application Development tpalmiere@hesc.org

40. Questions?