HEA Reauthorization 101

HEA Reauthorization 101HEA Reauthorization 101

Presenters

M. Seamus Harreys, Northeastern University

Bernie Pekala, Boston College

Eileen O’Leary, Stonehill College

Scott Prince, MEFA

AgendaAgenda

HistoryReview of the Higher Education ActLegislation

– Reauthorization– Appropriation

Resources and Actions

Federal Aid & Reauthorization Federal Aid & Reauthorization HistoryHistory

M. Seamus Harreys

Northeastern University

A history review . . .A history review . . . The first recorded scholarship High stakes of higher education 1862: The Morrill Act WWII: The GI Bill 1965: Higher Education Act 1972-1998: Reauthorizations 1978: Middle Income Student Assistance Act 1992: Student Right to Know/Campus

Security 1997: Taxpayer Relief Act

Higher Education Act of 1965Higher Education Act of 1965

“This act means that a high school senior anywhere in this great land of ours can apply to any college or university in any of the 50 states and not be turned away because his family is poor”

– President Johnson, 1965

Review of The Higher Review of The Higher Education ActEducation Act

Bernie Pekala

Boston College

HierarchyHierarchy

Some rules take precedence over others:– Laws– Regs– Dear Colleague/Dear Partner Letters– Private letters– Verbal guidance

TITLE I: GENERAL TITLE I: GENERAL PROVISIONSPROVISIONS

PART A – Definitions. Sec. 101(a), 101(b) and 102 offer definitions of Institution of Higher Education (IHE)

PART B – Other Provisions. Including Anti-discrimination, protection of student speech and association rights (fraternity issue), disclosure of foreign gifts, binge drinking, drug and alcohol abuse prevention.

PART C – Cost of Higher Education. NCES study and web-based college cost information system.

PART D – Administrative Provisions for Delivery of Student Financial Assistance. Creation of FSA – the performance based organization (PBO) for student aid.

TITLE II: TEACHER QUALITY TITLE II: TEACHER QUALITY ENHANCEMENT GRANTS FOR ENHANCEMENT GRANTS FOR STATES AND PARTNERSHIPSTATES AND PARTNERSHIP

Created in 1998, this grant program supports teacher quality grants to states, to partnerships of local education agencies and Institutions of Higher Education and to support the recruitment of teachers.

Title II also contains the institutional and state teacher reporting and accountability requirements.

TITLE III-INSTITUTIONAL AIDTITLE III-INSTITUTIONAL AID

This title offers assistance to developing institutions and those with historic federal ties. Funding for these programs, particularly those targeted to moderately identifiable groups of institutions, is growing. Not in this title, but similar, is the program supporting Hispanic-Serving Institutions (HSI’s) in Title V.

PART A –Strengthening Institutions. – Strengthening Tribally-Controlled (Sec. 316).– Strengthening Alaska Native and Native-Hawaiian Serving (Sec. 317).

PART B –Strengthening HBCU’s.– Strengthening Historically Black Graduate Institutions (Sec. 326).

PART C –Endowment Challenge Grants for Part A or B institutions PART D –HBCU Capital Financing. PART E –Minority Science and Engineering Improvement.

TITLE IV—STUDENT TITLE IV—STUDENT ASSISTANCEASSISTANCE

PART A — Grants to Students In Attendance at Institutions of Higher Education

PART B — Federal Family Education Loan Program PART C — Federal Work-Study Programs PART D — William D. Ford Federal Direct Loan Program PART E — Federal Perkins Loans PART F — Need Analysis PART G — General Provisions Relating to Student

Assistance Programs PART H — Program Integrity

TITLE IV —STUDENT TITLE IV —STUDENT ASSISTANCE IN DEPTHASSISTANCE IN DEPTH

Title IV is home to the majority of federal student aid and student assistance programs and many of the related requirements.

Part A –Grants to Students– Subpart 1: Federal Pell Grants. – Subpart 2: Early Outreach & Student Services Programs

Chapter 1: Federal TRIO programs–six programs that support the progress of first-generation, at-risk students toward college & completion of their degrees.

– Sec. 402B – Talent Search– Sec. 402C – Upward Bound– Sec. 402D – Student Support Services– Sec. 402E – McNair, Post baccalaureate Achievement– Sec. 402F – Educational Opportunity Centers– Sec. 402G – Staff Development Activities


Part A –Grants to Students-Continued Subpart 2 (cont.)

– Chapter 2 – GEAR UP – supports state grants and grants to partnerships for early intervention services and scholarships for cohorts of students beginning

in middle school. Subpart 3 – Federal Supplemental Educational Opportunity Grants (FSEOG) – a

campus-based aid program (with a 25 percent matching requirement) to provide supplemental grants to the most needy Pell recipients.

Subpart 4 – Leveraging Educational Assistance Partnership (LEAP, formerly SSIG) provides matching grants to states to encourage state funding

of grant assistance. Subpart 5 – Students from Migrant and Seasonal Farmworker Families. Subpart 6 – Robert C. Byrd Honors Scholarship program –scholarships for meritorious

students from each state. Subpart 7 – Child Care Access program –grant program to support programs providing

on campus childcare services to students and their children. Subpart 8 – Learning Anytime Anywhere Partnerships – grant program to support the

development of distance education programs.


Part B – Federal Family Education Loan Program (FFELP)– This part authorizes the FFELP programs:

Stafford Subsidized Loans, Stafford Unsubsidized Loans, PLUS loans for parents and consolidation loans.

Federal Direct Student Loans (FDSL) are authorized in Part D. Part B establishes all the terms and conditions for borrowers from interest

rates to deferments and forbearance and details the roles and responsibilities of the various players in the FFELP programs (lenders, guaranty agencies, secondary markets, etc.).

Part C – Federal Work-Study Program (FWS)


Part D – William D. Ford Federal Direct Loan Program (FDSL)– This part authorizes the Direct Loan programs:

Subsidized Direct Student Loans, Unsubsidized Direct Student Loans, Direct PLUS loans for parents and consolidation loans.

Part D establishes all the terms and conditions for borrowers from interest rates to deferments and forbearance and details the roles and responsibilities of the various players in the FDSL program.

Part E – Federal Perkins Loans


Part G – General Provisions relating to Student Assistance Programs (hodgepodge) includes:– Definition of academic year– The master calendar– Provisions related to the FAFSA – Student eligibility – Refunds– Institutional information reporting and dissemination

requirements – National Student Loan Data


Part H – Program Integrity This part identifies the role of the triad –the states,

the accrediting agencies and the federal government –in ensuring program integrity at IHE’s participating in federal student aid programs.

– Subpart 1 – State Role (Licensing) – Subpart 2 – Accrediting Agency Recognition

(Accreditation)– Subpart 3 – Federal Eligibility and Certification

Procedures

OTHER HEA--RELATED OTHER HEA--RELATED PROGRAMS, NOT IN THE HEAPROGRAMS, NOT IN THE HEA

Olympic Scholarships, Title XV, Part E of HEA of 1992

Authorizes a program to offer financial assistance to Olympic Athletes pursuing postsecondary education.

Study of Market Mechanisms in Federal Loan Program, Sec. 801 of HEA of 1998

Authorized comprehensive study of federal loan programs and alternate market based mechanisms of delivering these loans.

Community Scholarship Mobilization (Dollars for Scholars), Sec. 811of HEA of 1998

Supports the efforts of a local community scholarship initiative.

OTHER HEA--RELATED OTHER HEA--RELATED PROGRAMS, NOT IN THE HEAPROGRAMS, NOT IN THE HEA

State Grants for Workplace and Community Transition Incarcerated Youth Offenders, Section 821 of HEA of 1998

Support grants to states for education and training of youth offenders.

Grants to Combat Violent Crimes Against Women on Campuses, Sec. 826 of 1998 HEA

Support grants from Attorney General to IHE’s to assist in combating violent crimes against women through effective security, victim services, and partnerships with other agencies.

Web-based Education Commission, Sec. 851 of 1998 HEA

Established a commission to examine distance education.

TITLE V —DEVELOPING TITLE V —DEVELOPING INSTITUTIONSINSTITUTIONS

PART A — Hispanic-Serving Institutions New in 1998, this title authorizes a program

providing federal support to institutions serving high populations of Hispanic students.

TITLE VI —INTERNATIONAL TITLE VI —INTERNATIONAL EDUCATION PROGRAMSEDUCATION PROGRAMS

Supports centers, programs and fellowships at IHE’s in foreign languages, area studies and other international studies. Several discrete programs divide up these funds.

PART A – International and Foreign Language Studies

PART B – Business and International Education Programs

PART C – Institute for International Public Policy

TITLE VII —GRADUATE AND TITLE VII —GRADUATE AND POSTSECONDARY IMPROVEMENT POSTSECONDARY IMPROVEMENT

POSTSECONDARY PROGRAMSPOSTSECONDARY PROGRAMSPART A – Graduate ProgramsPART B – Fund for Improvement of Post

Secondary Education (FIPSE)PART C – Urban Community ServicePART D – Demonstration Projects to Ensure

Students with Disabilities Receive a Quality Higher Education

Legislative ProcessLegislative ProcessReauthorization Reauthorization

Eileen O’Leary

Stonehill College

HEA ReauthorizationHEA Reauthorization

Primary law is Higher Education Act Reauthorization is required each 5-6years Most recent reauthorization: Oct 7, 1998 Note: HEA can change as a result of other laws.

– Labor-HHS-Education appropriations bills– Work Incentives Improvement Act of 1999– Laws not directly related to FFELP can cause big

changes. E-sign law Gramm-Leach-Bliley (privacy act)

Primer on legislative process...Primer on legislative process...

How a Bill Becomes a Law

Bill Is Introduced Bill Is Introduced into the House or the Senateinto the House or the Senate

H.R.100

S.103

Bill Given to Bill Given to Committee for Action and Committee for Action and Subcommittee for ReviewSubcommittee for Review

House Education and the Workforce Committee

John Boehner, Chair

House Subcommittee on 21st Century Competitiveness– Buck McKeon (R-OH) Chair – John Tierney (D-MA) member

Senate Committee on Health, Education, Labor, and Pensions

– Judd Gregg (R-NH) Chair– Edward Kennedy (D-MA)– James Jeffords (I-VT)– John Edwards (D-NC)– Hilary Clinton (D-NY)– Jack Reed (D-RI)– Chris Dodd (D-CT)

MARKUP

Committee Action to Report the Committee Action to Report the Bill Back to House or SenateBill Back to House or SenateFor Debate and Vote by Full For Debate and Vote by Full

ChamberChamber

If Passed in Originating If Passed in Originating Chamber…Chamber…

Bill is sent to other Chamber and entire process is repeated there.

If the Bill Passes If the Bill Passes in the Second Chamber…in the Second Chamber…

With no changes to original bill – – Its on to the President for his signature!

If the Bill Passes If the Bill Passes in the Second Chamber in the Second Chamber withwith

changes…changes…

– The bill goes to Conference Committee (consisting of members of both Houses) for deliberation, consensus

– Back to each House for separate votes on the amended bill (with no changes allowed)

– If it passes in each House, Its on to the President for his signature!

Presidential Decision…Presidential Decision…

10 days to sign or veto If Session expires

before he signs – pocket veto

If he vetoes, its back to Congress – can override veto with 2/3 majority in each house

The RegulatoryThe RegulatoryProcessProcess

Once, the bill is signed into law– Negotiated rulemaking begins– Representatives from many organizations

hammer out regulatory language

Legislative ProcessLegislative ProcessAppropriations Appropriations

Funding

– Authorization vs. Appropriation

2003 Federal Budget Outlays

Mandatory: Social Security22%

Mandatory: Medicare/Medicaid

19%

Mandatory: Other14%

Net Debt Interest8%

Discretionary: Defense18%

Discretionary: Non-defense19%

Resources and Actions Resources and Actions

Scott Prince

MEFA

ResourcesResources MASFAA

www.masfaa.org

NASFAA www.nasfaa.org

College Board www.collegeboard.org

Consumer Bankers Association (CBA) www.cbanet.org

Chronicle of Higher Education http://chronicle.com

Department of Education HEA Reauth. Web site: www.ed.gov/offices/OPE/reauthorization/

ResourcesResources

Compilation of Federal Education Laws: http://edworkforce.house.gov/publications/compindex.htm

House Education and the Workforce web site www.house.gov/ed_workforce/index.htm

Senate HELP Committee web site www.senate.gov/~labor

IFAP http://www.ifap.ed.gov

Thomas, Legislative Information on the Internet http://thomas.loc.gov

The choices...The choices...

Reactive?

Proactive?

Take the time to speak your Take the time to speak your mindmind

– Write, e-mail, call, visit congressional delegates– Invite them to visit your campus– Provide feedback– Contact local media; write letters to editor– Share information with students and parents,

and your institutional administration

Questions & CommentsQuestions & Comments

Reauthorization Panel4:00 Today

Jane OatesSenior Education Advisor to Senator Kennedy

Larry Zaglaniczny, NASFAA Director for Congressional Relations

Reauthorization 101Reauthorization 101

Documents

HEA Reauthorization 101