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Colorado Handbook for State-Funded Student Assistance Programs: Code "I" for Independent, "D" for `Dependent

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Colorado Handbook for State-Funded Student Assistance Programs: Code DOCUMENT RESUME ED 256 207 HE 018 241 a TITLE Colorado Handbook for State-Funded S udent Assistance Programs. Revised. INSTITUTION Colorado Commission on Higher Educ ion, Denver. PUB DATE Jul 84 NOTE PUB TYPE s Non-Classroom Use (055) Reports iptive (141) -- Tests/Evaluation Instrdments EDRS PRICE MF01/PC09 Plus Postage. DESCRIPTORS *Board of Education Policy; amdgets; Eligibility; Fellowships; *Financial Aid Applicants; *Financial Policy; GovernAent School Relationship; Grants; Guidelines; Higher Education; Money Management; Public Policy; Recordkeeping; *Records (Forms); Scholarships; School Accounting; *State Aid; State Boards of Education; State' Legislation; *Student Financial Aid; Tuition; Veterans; Work Study Programs IDENTIFIERS *Colorado ABSTRACT Policies and procedures established by the Colorado Commission on Higher Education for the use of state-funded student assistance are presented. Annual budget ranges, sample forms, and instructions are included. In addition to providing definitions and general policy information, the guidelines cover fund application and allocation; accounting, recordkeeping, and reporting; financial and manageThent assistance; and current state student aid legislation. The following programs are covered: Colorado Student Incentive Grant Program, Colorado Student Grant Program, Colorado Work-Study Program, graduate grant and fellowship programs, undergraduate merit award program, loan matching, dependents' tuition assistance, outreach tuition grant, National Guard tuition assistance, and veterans tuition assistance program. In addition to forms for each program, forms are included for: residency criteria, institutional application to participate in state programs, consortium procedures for financial aid, students' estimation of expenses and resources forttaward period, budget adjustment procedures for nonpublic colleges, institutional fiscal operations'report, and report of expenditures and request for funds. A subject index is included. (SW) *********************************************************************** Reproductions supplied )y EDRS are the best that` can be made from the original document. *********************************************************************** tlf COLORADOfivalcdc FCR STAIE-RICED SHIM /6SISTANCE PROGRAM FIRST ISSUED JUNE1978 REVISED JULY1984 PE filVISf;ION TO ill PilOOCkir, U S (*PAR INMOST Of fOOCAt MA IF RIAL E4AE; HE FN (.HAN Elf TKPAIA( faaSftritrf (0 t(.HiCA r Knv 1, A PPPA,if o. IMI ,141 (04MA 111)N C() I ()radiiCotilMon /4,/ ' f WO Pwal F(111( ;II I'M for IM f00,Ar1(0JA1 `( HOP .1 ', bo ity$ 4I MNA A I 1'4 IF it :3 31Ir 1 ot .$ COLORADO COMMISSION HIGHER EDUCATION A I I 4rA TABLE OF CONTENTS CHAPTER ONE INTRODUCTION 101. Purpose of Handbook 102. Use of Handbook 1 103. Handbook Updates and Distribution 1 TWO: DEFINITIONS 201. State-funded Student Assistance 3 202. Colorado Resident Student 3 203. Self-supporting or Independent Student 3 204. Dependent Student 3 205. Eligible Institution 3 206. Eligible Program 3 207. Undergraduate Student 4 208. Special Attendance Categories 4 209. Graduate Student 5 210. Professional Student 5 211. Secondary Student 5 5 212. Full-time Student .,_3_114101.4" 213. Half-time Student 5 214. Leis than Half-time Student 215. Documented Financial Need 6 216. Overaward 6 217. Overpayment 6 218. Refund 6 219. Repayri491- 6 220. FORMS 0 CCHE-II-1 Residency Criteria and Questionnaire for State-Funded Student Assistance Programs 7 CCHE-:II-2 Institutional Application to Participate in State-Funded Student Assistance Programs 8 CCHE-II-3 Consortium Procedures for Financial A id 12 '1141V THREE: GENERAL POLICIES 301, Nondiscrimination, Affirmative Action 15 302. Assignment of Administrative4tesponsibility 15 303. Written Institutional Policies 16 304. Financial Aid Transcript 17 305. Financial Aid Committee 17 306. Appeal Procedure 17 307. Student'Consumer Information Requirementc 18 308. Withdrawal Prneedureq 18 309. Fraud and Abuse 18 310. Policies for Need-Based and NeedQualified Funds 19 A. Application Requirements 19 B. Student Budgets A 19 C.Student Resources 23 D. Packaging Policy 23 E. Award Notices 25 F. Acceptance of Award 25 G.Award Revisions 26 H. Documentation and Verification of Applicant-reported Information 27 1. Institutional Responsibility 27 2. Definitions 27 3. Recommended Types and Sources of Documentation 28 L Recovery of Overpayments 28 311. Maximum Awards 29 312. Forms to Assist in Administration of General Policies CCHE-III-1 NASFAA Statement of Good Practices 30 CCHE-III-2 Sample Follow-Up Letter to Students Who Refuse Part of Aid Package 31 CCHE-III-3 Student Estimate of Expenses and Resources for Award Period... 32 CCHE-III-4 Statement of Educational Purpose 33 CCHE-M-5 Financial Aid Transcript 34 C(HE -IU-6 Institutional Policy Review 35 CCHE-I11-7 Recommended Format for Preparing Institutional Program Plans 36 .st of Comparable State Institutions 38 CCHE-11k9 Budget Adjustment Procedures for Non-Public Postsecondary Institutions 39 313. Program Comparison for State-Funded Student Assistance 40 FOUR: COLORADO STUDENT INCENTIVE GRANT PROGRAM 401. General Detcription 42 402. Institutional Eligibility 42. 403. Student Eligibility 43 404. Award Limits 43 405. Disbursement Acknowledgement 43 406. Special Reporting Requirements 43 407. Transferability of Funds 44 408. CSIG Recommendation and Reconciliation Instructions 45 CCHE-IV-1 CSIG Recommendation Form 51 CSIG Deletion Form 54 CCHE Institution Codes for Financial Aid 55 FIVE: COLORADO STUDENT GRANT PROGRAM 501. cye neral Deser ipt ion 502. Institutional Eligibility 57 503. Student Eligibility 57 504. Award Limitations 57 Adjustments to Level of Expenditure 58 I SIX: COLORADO WORK-STUDY PROGRAM 601. General Description 59 602. Institutional Eligibility 59 603. Student Eligibility 59 A. General Requirements 60 B. Financial Need Requirement 60 604. Inst4tutional Requirements for Selection of No-Need Work-Study Award Recipients 60 605. Award Limitations 60 A. Maximum Hours of Employment 61 B. Overearnings 61 606. Eligible Types of Employment 61 607. Special Administrative Responsibilities for Off-Campus Employment Programs 62 608. Match Requirements 62 609. Rat-es of Pay 62 610. Disbursement $3 611. Special Recordkeeping Requirements for Colorado Work-Study 63 A. Job Description, Referrals, and Acknowledgements of Refirrals 63 B. Time Records 63 612. Adjustments to Level of Expenditures 63 613. CCHE-IV-1 College Work-Study - Terms of Agreement.. 65 SEVEN: GRADUATE GRANT AND FELLOWSHIP PROGRAMS 701. Colorado Graduate Grant Program Policies 67 A. General Description 67 B. Student Eligibility 67 C. Institutional Requirements for Selection of Graduate Grant Recipients 68 D. Award Limitations .. 68 E. Adjustments to Level of Expe ure 68 702. Colorado Graduate Fellowship Program Policies 69 A. General Description 69 B. Student Eligibility 69 C. Institutional Requements for Selection of Graduate Fellowship Award Recipients 69 D. Award Limitations 70 E. Adjustments to Level of Expenditure 70 EIGHT: UNDER.f;RA NATE MERIT AWARD PROGRAZ 801. (_ieneral Description ............................................................. 11 802. Institutional Eligibility 71 803. Student Eligibility 71 804f Institutional Requirements for Administration of the Undergraduate Merit Award Program 71 805. Award Limitations 72 A. Maximum \mount of \ward 72 B. Awards to Students Receiving Need-Based ASSiStarlee 72 (s. Awards to Out-of-State Students 72 Iii D. Renewal Awards 806. Adjustments to Level of Expenditure F 73 CCHE-VIII-1 Undergraduate Merit-Based Aid Report 74 CCHE-VIII-2 Proposed Format for Reporting to Commission on Use of Undergraduate Merit-Based Aid 75 NINE LOAN-MATCHING; DEPENDENTS' TUITION ASSISTANCE; OUTREACH TUITION. GRANT; NATIONAL GUARD TUITION ASSISTANCE 901. Loan-Matching Program Policies 78 A.General Description 78 B. Institutional Eligibility 78 C.Institutional Compliance with Federal Policy 78 D. Institutional Responsibility for Pre .Loan Counseling 78 E.Institutional Responsibility for Loan Collection 80 902. Tuition Assistance for Dependents of Deceased or Permanently Disabled National Guardsmen; Law. Enforcement Officers, or Firemen;or Dependents of Prisoners of War and Military Personnel Missing in Action 81 A.General Description '81 B. Institutional Eligibility et 81 C.Student Eligibility 81 D. Award Limitations 82 E. Application Procedures 82 903. Outreach Tuition Grant Program Policies 84 A.General Description 84 B. Institutional Eligibility 84 C.Student Eligibility 84 D. Award Limitations 84 E. Disbursement 85 F.Transferability of Funds 85 G.Procedures for Institutional Application to Participate in the Outreach Tuition Gran' Program 85 904. National Guard Tuition Assistance 86 A.General Description 86 B. Institutional Eligibility 86 C.Student Eligibility tc. 86 Award Limitations 87 Nlik.,Application Procedures 87 F.CCHE-IX-1Billing Form 88 CCHE-IX-2National Guard Tuition Assistance Application Form 89 TER: APPLYING FOR FUNDS, ALLOCATION OF FUNDS 1001. Applying for Funds 91 1002. Allocation of Funds 91 A.Allocation Among Programs 91 B. Calculation of Institutional Need 91 C.Adjustments to "Fair Share" Allocations 92 D. Allocations Among Institutions 92 1. General Policies 92 2. Eligible Institutions 92 -a. Colorado Student Incentive Grant Program..... 93 b. Colorado Student Grant Program 93 a. Colorado Work-Study Program 93 olorado Graduate Mint Program §3 olorado Graduate Fellowship Program 93 Undergraduate Merit Award Program :........N..p 93 L Colorado
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