10th Anniversary 1999 - 2009

“Year Around” Pell

Dave Curran, Principal Consultant

Before we start….

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Please jot down questions and hold until end of section

My Background

Philadelphia, PA Native and Resident BS, De Sales University , PA R.O.T.C/Commissioned at Lehigh University M.B.A, Oklahoma City University, OK

Former Director of Financial Aid University of Texas at San Antonio, TX

My Current and Former Financial Aid & Self-Service Implementations Georgetown University (FM/IM INAS, Undergraduate, Graduate, Law,

Medical and International; School of Foreign Service Doha, Qatar) Brown University (FM/IM INAS, Undergraduate ,Graduate and

Medical) Temple University (Undergraduate ,Graduate, Law and Medical) Villanova University (FM/IM INAS, Undergraduate ,Graduate)

Agenda

Year Around Pell OverviewBanner Set upBanner Day-to-Day ProcessingQuestion and Answer

Year Round Pell is a Nickname

Old Law

A Pell recipient will receive up to ONE scheduled award in an award year

New Law

A Pell recipient will receive up to TWO scheduled awards in an award year

Effective 2009-10 award year funds

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Year Round Pell

The Statute : The Higher Education Opportunity Act (HEOA) of 2008 authorized the awarding of up to two Federal Pell Grants within an academic year.

Banner 7.14.1/8.4.2 addresses Phase 1 which allows up to 200% of a scheduled Federal Pell Grant award within an academic year.

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Year-Round Pell Grant

Students may receive up to two scheduled Pell Grants during an award year For receipt of the first scheduled award,

student may be at any enrollment status For receipt of any money beyond the first

scheduled award, student must be enrolled at least half-time

RPEDISB has been updated to verify that a student is enrolled at least 1/2 time prior to disbursing Pell funds from a second Pell award within an aid year.

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Term-Based Calculation BeforeYear-Round Pell Grant

Old Rule: One Scheduled Award per Award YearStudent’s Scheduled Award is $4,000 in both award years

Spring 2010$2,000

Summer 2010$2,000

Fall 2009$2,000

Fall 2010$2,000

2009-10 Award Year

2010-11 Award Year

Spring 2011$0.00

100% 2009-10

100% 2010-11

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Term-Based Year-Round Pell Grant

Spring 2010$2,000

Fall 2010$2,000

Fall 2009$2,000

Spring 2011$2,000

2009-10 Award Year

2010-11 Award Year

Summer 2011$2,000

Summer 2010$2,000

150% 2009-10 AY

150% 2010-11 AY

New Rule: Up to Two Scheduled Awards per Award YearStudent’s Scheduled Award is $4,000 in both award years

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Term-Based Year-Round Pell Grant

New Rule: Up to Two Scheduled Awards per Award YearStudent’s Scheduled Award is $4,000 for the award year

Fall 2009$2,000

Summer 2010$2,000

Summer 2009$2,000

2009-10 Award Year

Spring 2010$2,000

200% 2009-10 AY

Banner Setup

RTVAPRD

Banner Setup (cont…)

RFRDEFA

Banner Results…

RPAAWRD

Banner Results RPEPEL will set the New Pell and Loan Tab “Additional Eligb.

Indicator” if applicable so it can be reported to COD. Not updateable by hand!

Banner Results…

Banner Results…

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Two Scheduled Awards Per Award Year

Pell funds are linked to an award year G5 must know what year’s funds are being drawn

down Student must be eligible for that year’s funds

Pell eligible ISIR

Effective July 1, 2009

Year-Round Pell Grant

Effective with the 2009-2010 award year 09/10 maximum scheduled award is $5,350

Schools will continue to calculate the payment using scheduled award for award year

Schools will be able to pay a student up to a maximum of 200% of the scheduled award for the award year

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Year-Round PellSummer Mini-Sessions

Standard term programs using Pell formula 1 or 2 count the summer term as a standard term May consist of mini-summer terms/sessions which are

combined and handled like a standard term Full-time for the combined summer terms/sessions must be

defined as 12 credits Length of summer terms/sessions does not matter

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Year-Round PellSummer Mini-Sessions

School with standard terms has 4 summer mini-sessions Session I: May 4 – June 5 Session II: May 18 - June 19 Session III: June 8 – July 10 Session IV: July 6 – Aug 7

School combines all 4 sessions into one 14 week summer term (May 4 – Aug 7)

Summer is a crossover payment period Students may take courses in any session and still are enrolled in

the combined summer term

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Year-Round PellSummer Mini-Sessions

Student A enrolls only in Sessions I and II May 4 – June 19

Student B enrolls only in Sessions III and IV June 8 - August 7

Student C enrolls only in Session IV All are considered to be enrolled in combined term that starts May

4 and ends August 7 Assuming valid ISIR for both 09/10 and 10/11, may

be paid Pell from either award year

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May 18 toJune 19

May 4 to Jun 5

Student A: Attends only Sessions I and II

July 6 toAug 7

June 8 to July 1

All mini-sessions combined as one standard term

Student B: Attends only Sessions III and IV

09-10 award yearJuly 1, 2009 10-11 award year

All mini-sessions combined as one standard term

July 6 toAug 7

All mini-sessions combined as one standard term

Student C: Attends only Session IV

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COD and Year-Round Pell

New field added to COD record Additional Eligibility Indicator (AEI) Once the RPEPELL process has awarded the

student beyond 100% of the scheduled award, the Additional Eligibility Indicator (RORSTAT_ADD_PELL_ELIG_IND) field is set to Y.

AEI student will not trigger POP MRR but will trigger concurrent enrollment MRR

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NPRM - Year Round Pell

To receive a second scheduled award, student must Successfully complete credit or clock hours of

the first academic year in the award year Enroll in an eligible program leading to a

bachelor’s or associate degree or other recognized educational credential

Enroll at least as a half-time student

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NPRM - Year Round Pell

School may waive requirement to complete hours of the academic year Must be due to circumstances beyond the student’s

control Must be determined and documented on individual

basis May include circumstances such as illness or

classes not offered Does not include withdrawing to avoid a grade or

failing to register for offered class

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NPRM - Year Round Pell: Transfers Assume completed first academic year if

received all of first Scheduled Award at prior institution If less than first Scheduled Award was

received, assumption that student completed the same ratio of the academic year as the % of Pell received

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NPRM - Year Round Pell: Crossovers Full-time or three-quarter-time

Must assign a crossover payment period to award year in which student receives greater payment at time payment is initially calculated

Must reassign if subsequent information shows greater payment would result

Half-time or less May assign to either year

Must assign if student requests to maximize benefits over 2 award years

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NPRM - Year Round Pell: Payment from Second Award

Payment for payment period is greater than balance of first Scheduled award

Payment is remaining amount of first Scheduled Award plus an amount from second Scheduled Award for the balance of the payment

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Maximum Duration of Eligibility

• Limits Pell eligibility to 18 semesters Department equivalent is 9 scheduled awards

• Applies only to students who are first-time Pell recipients in the 2008-2009 award year or after Students enrolled less than full-time will be

assessed at the fractional enrollment status•

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Maximum Duration of Eligibility

• COD will track student usage Percentage used available in COD and NSLDS

beginning July 2009 and will appear on the ISIR

beginning in 2010-2011

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Maximum Duration of Eligibility

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Fall 2009TQT

Fall 2010HT

Summer 2014FT

Fall 2014FT

Spring 2015FT

Fall 2008FT

Spring 2009FT

Spring 2010TQT

Summer 2010TQT

Student’s Pell disbursements based

Percentage Used on enrollment status per payment period

787.5%

= 100%

Summer 2011HT

Fall 2011HT

Fall 2015FT

Summer 2015FT

200%

Spring 2016FT

Summer 2016FT

Fall 2016FT

112.5%

75%

150%

Spring 2017FT

Summer 2017FT

150%

=

=

=

=

=

2008-09

2009-10

2014-15

2010-11

2015-16

2016-17

Maximum Pell Eligibility For Dependents of Military Personnel Killed in Iraq/Afghanistan

Effective 2009-2010 only for those who have Pell eligible EFC on processed FAFSA

COD website: Post 9-11 Deceased Veteran Dependent Indicator: Schools update there!!

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April 10, 2023

Questions?dave.curran@sungardhe.com