| (a) Allocations for Fiscal Year 2019 and prior. Allocations
for the TEG Program are to be determined on an annual basis as follows:
(1) All eligible institutions will be invited to participate;
those choosing not to participate will be left out of the calculations
for the relevant year.
(2) The allocation base for each institution choosing
to participate will be its three-year average share of the total statewide
amount of TEG that could be awarded, subject to the limits in Texas
Education Code, §61.227(c) and (e).
(3) The source of data used for the allocation calculations
are the three most recently completed TEG Need Survey Reports submitted
to the Board by the institutions. The reports include data for each
student identified by the school as eligible to receive a first or
subsequent TEG award as described in §22.24 or §22.25 of
this title in the fall term in which the report is submitted. The
data from the Need Survey used to calculate the amount of TEG an individual
could receive includes:
(A) Each reported student's TEG need, as defined in §22.22
of this title (relating to Definitions); and
(B) The student's exceptional TEG need, as defined
in §22.22 of this title.
(4) A student's TEG need may not exceed the least of
his or her adjusted gross need, tuition differential, or the TEG maximum
award as set in accordance with Texas Education Code, §61.227(c).
(5) A student's exceptional TEG need plus TEG need
may not exceed the least of the student's adjusted gross need, tuition
differential or 150 percent of the current year's statutory TEG maximum
award as set in accordance with Texas Education Code, §61.227(c).
(6) The maximum amount of need that may be recorded
for any single student in the TEG Need Survey may not exceed the sum
of his or her TEG need plus his or her exceptional TEG need.
(7) The total amount allocated for an institution may
not exceed the sum of the individual maximum need for all students
included in the most recent TEG Need Survey.
(8) Verification of Data.
(A) To provide data needed to confirm a reported need
amount does not exceed one of the award limits listed in paragraphs
(4) and (5) of this subsection, the Need Survey collects the following
data for each student:
(i) Cost of attendance;
(ii) Expected family contribution;
(iii) Pell Grant amount;
(iv) Categorical aid amount;
(v) Classification (graduate or undergraduate); and
(vi) An indication of whether the student's need was
limited by his or her tuition differential.
(B) The statewide TEG Need Survey summary will be provided
to the institutions for review and the institutions will be given
10 working days, beginning the day of the notice's distribution and
excluding State holidays, to confirm that the Survey accurately reflects
the data they submitted or to advise Board staff of any inaccuracies.
(b) Allocations for Fiscal Year 2020 and later. Allocations
for the TEG Program are to be determined on an annual basis as follows:
(1) All eligible institutions will be invited to participate;
those choosing not to participate will be left out of the calculations
for the relevant year.
(2) The allocation base for each institution choosing
to participate will be its three-year average share of the total statewide
amount of the total amount of TEG funds that eligible students at
an approved institution could receive if the program were fully funded,
subject to the limits in Texas Education Code, §61.227(c) and
(e), based on the students who met the following criteria:
(A) Enrollment on at least a three-fourths or three-quarters
basis;
(B) An Expected Family Contribution, calculated using
federal methodology, that results in demonstrated Adjusted Gross Need
greater than zero;
(C) Maintain satisfactory academic progress in his
or her program of study as required by §22.24(b) of this title;
(D) Classified as a Resident of Texas;
(E) Be enrolled in an approved institution in an individual
degree plan leading to a first associates degree, first baccalaureate
degree, first master's degree, first professional degree, or first
doctoral degree;
(F) Not be enrolled in a degree plan that is intended
to lead to religious ministry;
(G) Be required to pay more tuition than is required
at a comparable public college or university and be charged no less
than the tuition required of all similarly situated students at the
institution; and
(H) Not be a recipient of any form of athletic scholarship.
(3) Sources of data.
(A) For allocations for Fiscal Year 2020. The sources
of data used for the allocations are the certified Fiscal Year 2018
Financial Aid Database (FADS) report and the fall 2015 and fall 2016
completed TEG Need Survey reports submitted to the Board by the institutions.
(B) For allocations for Fiscal Year 2021. The sources
of data used for the allocations are the certified Fiscal Year 2018
and 2019 FADS reports and the fall 2016 completed TEG Need Survey
report submitted to the Board by the institutions.
(C) For allocations for Fiscal Year 2022 and Later.
The source of data used for the allocations are the three most recently
certified FADS reports submitted to the Board by the institutions.
(4) A student's TEG need may not exceed the least of
his or her adjusted gross need, tuition differential, or the TEG maximum
award as set in accordance with Texas Education Code, §61.227(c).
(5) A student's exceptional TEG need plus TEG need
may not exceed the least of the student's adjusted gross need, tuition
differential or 150 percent of the current year's statutory TEG maximum
award as set in accordance with Texas Education Code, §61.227(c).
(6) The maximum amount of need that may be recorded
for any single student in the allocation calculation may not exceed
the sum of his or her TEG need plus his or her exceptional TEG need.
(7) The total amount allocated for an institution may
not exceed the sum of the individual maximum TEG need for all students
calculated using the sources of data outlined in paragraph (3) of
this subsection.
(8) Verification of Data. The TEG allocation spreadsheet
will be provided to the institutions for review and the institutions
will be given 10 working days, beginning the day of the notice's distribution
and excluding State holidays, to confirm that the spreadsheet accurately
reflects the data they submitted or to advise Board staff of any inaccuracies.
(9) Allocations for both years of the state appropriations'
biennium will be completed at the same time. For the allocations process
of the second year of the state appropriations' biennium, the sources
of data outlined in paragraph (3) of this subsection will be utilized
to forecast an additional year of data. This additional year of data,
in combination with the two most recent years outlined in paragraph
(3) of this subsection, will be utilized to calculate the three-year
average share outlined in paragraph (2) of this subsection. Institutions
will receive notification of their allocations for both years of the
biennium at the same time.
(c) Disbursement of Funds to Institutions. As requested
by institutions throughout the academic year, the Board shall forward
to each participating institution a portion of its allocation of funds
for timely disbursement to students. Institutions will have until
the close of business on August 1, or the first working day thereafter
if it falls on a weekend or holiday, to encumber program funds from
their allocation. After that date, institutions lose claim to any
funds in the current fiscal year not yet drawn down from the Board
for timely disbursement to students. Funds released in this manner
in the first year of the biennium become available to the institution
for use in the second year of the biennium. Funds released in this
manner in the second year of the biennium become available to the
Board's program for utilization in grant processing. Should these
unspent funds result in additional funding available for the next
biennium's program, revised allocations, calculated according to the
allocation methodology specified in this rule, will be issued to participating
institutions during the fall semester.
(d) Reductions in Funding.
(1) If annual funding for the program is reduced after
the start of a fiscal year, the Board may take steps to help distribute
the impact of reduced funding across all participating institutions
by an across-the-board percentage decrease in all institutions' allocations.
(2) If annual funding for the program is reduced prior
to the start of a fiscal year, the Board may recalculate the allocations
according to the allocation methodology outlined in this rule for
the affected fiscal year based on available dollars.
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| Source Note: The provisions of this §22.29 adopted to be effective November 29, 2010, 35 TexReg 10503; amended to be effective March 4, 2014, 39 TexReg 1366; amended to be effective March 4, 2015, 40 TexReg 925, amended to be effective February 22, 2017, 42 TexReg 686; amended to be effective November 29, 2017, 42 TexReg 6625; amended to be effective August 27, 2018, 43 TexReg 5505 |
