Leveraging Educational Assistance and Partnership (LEAP) and Special Leveraging Educational Assistance and Partnership (SLEAP) Programs

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware DC Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota

LEAP and SLEAP Update
National Association of State Student Grant and Aid Programs (NASSGAP) Fall Conference Park City, Utah Montana October 23, 2007 Nebraska
Nevada New Hampshire North Carolina New Jersey New Mexico New York Tennessee Texas Guam Puerto Rico Virgin Islands

Utah
Vermont Virginia Washington West Virginia Wisconsin Wyoming

• Introduction • Program Info Operational Calendar Budget Figures Program Data • Performance Reporting • Q and A’s/Comments

Federal Update
Agenda

Oct/Nov 2007 ED Reviews and Evaluates 06-07 LEAP/SLEAP Performance Reports Jan/Mar 2008 Deadline Dates Notice Published (Pending Appropriation) Apr/May 2008 May 2008 Due June 2008 States 2007-2008 Reallotments (if any) to States 2008-2009 LEAP and SLEAP Applications are (Pending Appropriation) 2008-2009 LEAP and SLEAP Grant Awards to (Pending Appropriation)

Federal Update
S/LEAP Operational Calendar

FY 2008 (President’s Budget Request) FY 2007 Million* Past Years Allocations FY 2006
Million* $64.9

$0 $64.9

FY 2005

$65.6 Million*

*For any fiscal year for which the amount appropriated under the LEAP Program exceeds $30,000,000 the excess shall be available to carry out the SLEAP Program.

Federal Update
Budget Figures

Total = $6,155,178,453 In State Grant Aid

Total State Aid
2005-2006 Program Performance Report Data

Total = $6,155,178,453 In State Grant Aid

Total Breakdown of State Aid
2005-2006 Program Performance Report Data

$1,245,338,838 Total Size

Size of LEAP and SLEAP Programs
2005-2006 Program Performance Report Data

Expenditures by Type of Institution
2005-2006 Program Performance Report Data

Expenditures by Student Income Level
2005-2006 Program Performance Report Data

Grant Recipients by Type of Institution
2005-2006 Program Performance Report Data

Total Grant Recipient Population
2005-2006 Program Performance Report Data

Grant Recipients by Income Level
2005-2006 Program Performance Report Data

State Grant Aid Projections
2005-2006 Program Performance Report Data

A State’s LEAP/SLEAP program must: 1) Be administered by single agency 2) Provide aid to eligible students 3) Ensure that aid to full-time students cannot exceed $5,000 under LEAP 4) Ensure that students have substantial financial need as determined annually by State/approved by the Department 5) Not charge fees to students or parent’s 6) Allow all public and private nonprofit and vocational schools in the state to participate in its programs unless a) that participation is in violation of the State’s constitution b) that participation is in violation of a State law enacted before October 1, 1978 7) Ensure that if it makes awards to independent students or to students who are less –than-full-time, a reasonable portion of the State’s allocation must be awarded to those students 8) Ensure that it will spend at least a dollar-for-dollar match to the Federal award received under LEAP 9) Ensure that the amount spent on student awards under LEAP during an award year represent an additional amount over and above what it spent on student awards during the award year two years prior to the State first receiving LEAP (then SSIG) funding 12)Ensure that the amount spent on student awards in total under its LEAP program during an award year is not less than the average it spent under its LEAP program in total during the three preceding award years or the average total per FTE for those years What requirements must be met by the State program? 13)Ensure, to the extent practicable, the proportion of the funds awarded to independent students under LEAP shall be the same proportion of funds awarded to the State program(s) of which LEAP is part 14)Provide annual reports to the Department that are necessary to ensure

Performance Reporting

Additionally, a State’s SLEAP program must: 13) Identify the activities it spent the funds on •Ensure that the State funds spent as matching during an award year are in excess of the total it spent on need-based aid in FY 1999 •Ensure that State funds spent on all SLEAP authorized activities during an award were at least the amount of funds it assured the Department it would spend during that year—for any year in which the State requests SLEAP funding it assures the Department on its application that it will have spent the same level of expenditures in the previous award year as it did in two previous award years 16) Ensure that it spends at least two State dollars to every one Federal dollar it received under SLEAP

Performance Reporting
Additionally, what requirements must be met by the State program under SLEAP?

•Totals Cross-Check •Misreporting MOE Matches •Misreporting Student Recipients •Combining LEAP and SLEAP Expenditures

Performance Reporting
Common Mistakes and Errors in Reporting

Part I: General Aid Information
LEVERAGING EDUCATIONAL ASSISTANCE PARTNERSHIP (LEAP) AND SPECIAL LEVERAGING EDUCATIONAL ASSISTANCE PARTNERSHIP (SLEAP) PROGRAMS PERFORMANCE REPORT
Award Year 2006-2007 Report period ending June 30, 2006
READ THE INSTRUCTIONS CAREFULLY BEFORE COMPLETING THIS FORM

Report all state expenditures spent on State aid. State appropriated expenditures for need-based aid. Expenditures for other need-based aid

State: PART I: General Student Assistance Informa tion

Instructions for Part I Include all state expe nditures (appropriated funds and funds from othe r sources) in 2006-2007 for grants and w orkstudy jobs (need-based and non-ne ed-based aw ards , both unde rgraduate and graduate) for students attending institution

Total state (non-Federal) expenditures for grants and work-study jobs for students (415C(b)(6)&(10) and 415E(e)&(f), HEA) in the July 1, 2006 to June 30, 2007 reporting period: (a) Total state-appropriated funds spent for need-based awards: (b) All other state funds spent for need-based awards: (c) Total state funds spent for non-need based awards: $ $ $ $

(d)

TOTAL (a+b+c)

$0.00

PART II: LEAP Informa tion
Instructions for Part II, Sections A - D Reporting by Dependency Status: To the extent practicable, state LEAP Program funds shall represent the same proportionate distribution of the funds aw arded to independent students in the LEAP Program as to the funds aw arded to all students in the state Number of Dependent Recipients: This total is the number of dependent LEAP recipients of both the Federal allotment and all stateappropriated funds used to match the Federal allotment under section 415C(b). Number of Independent Recipients: This total is the number of independent LEAP recipients of both the Federal allotment and all stateappropriated funds used to match the Federal allotment under section 415C(b). Total Federal Funds: Include only the expenditures of your Federal LEAP allotment. When exact expenditures are available, you should use them. How ever, if your state accounts for Federal program expenditures at the program level, not the student level, Total State Funds: Include only the expenditures of all state-appropriated funds in your LEAP program. These funds are used to match or overmatch your Federal allotment. These funds are aw arded to students under the LEAP program regulations and statute

Report all other non need-based aid.

Performance Reporting
Part I, Front Page of Report

LEAP Base Year Requirement Check: The total of (a) + (b) + (c) must equal or be greater than (=>) your State’s Federal allotment plus (+) your State’s LEAP Base year amount.

Base Year Requirement Check: al of (a) + (b) minus your state’s SLEAP Base (1999-2000 Total Need Based Aid) leaves a b money”. Does this balance equal or exceed your state’s match under SLEAP as reported in s B - D? State’s LEAP Base (1979 Level) is: $2,000,000 $8,500,000.00 State’s SLEAP Base (1999 Level) is: $5,500,000 $750,000.00 State Received LEAP Award: $ 546,833 $10, 250,000 isSLEAP Award: $546,833 $ greater than $1,000,000.00 State Received plus $2,000,000 674,427 $3,750,000 exceeds my State’s SLEAP Match

Example:

$10,250,000.00 of $1,348,854

Performance Reporting
Part I: Why Must I Report all AID Expenditures in my State?

enditures are reported under LEAP sections and SLEAP expenditures are reported under SLEAP sections In most cases, the total Federal dollars should equal your State's allotment received for the award year for which your reporting. In all cases, the total cannot be greater than your State's allotment for the award year. Grid Totals MUST equal across categories within each LEAP and SLEAP section. Remember, you're reporting on the same pool of recipients by category.
3761 $273,417.00 $3,987,500.00 3892 $273,416.00 $3,862,500.00

3761

LEAP Match: Total State Expenditures (Dependent and Independent) MUST Equal = or Exceed > Your State's 3year-averaged Maintenance-of-Effort (MOE) Level. Your state's MOE is determined by looking at the three previous year's State expenditures under LEAP and deriving an average expenditure level (these figures should match what was reported previously on your reports for such years). Example LEAP MOE: $6,900,000 $273,417.00 $3,987,500.00 3892 $273,416.00 $3,862,500.00 Expenditures: $7,850,000

SLEAP Match: At a minimum, must show that your State matched 2-to-1. That is $2 State dollars to every $1 Federal dollar awarded.

Performance Reporting
Parts II and III (S/LEAP Grids): How do I report my State’s data?

SLEAP MOE: This total includes all non-Federal funds that a state spent for any need-based activity or program that meets the definition of any of the SLEAP authorized activities for the award year for which its reporting. This may include any non-Federal funds that were used to match another Federal need-based program. Because this total is for the SLEAP MOE, be sure to include the non-Federal funds spent for those need-based Section A: and Authorized Activities activities Total stateSLEAP Maintenance-of-Effort (MOE)the meet the definition of the SLEAP authorized were not part activities that SLEAP Program. * 1. that expenditures for postsecondaryof
activities for the 2003-2004 award year:

$

$1,348,85 $2,098,854.00 4

Section A: SLEAP Maintenance-of-Effort (MOE) and Authorized Activities 2. Indicate each need-based authorized activity your state selected to be part of its SLEAP Program (Federal and non-Federal funds) for the 2003-2004 award year:

*

X (a) LEAP Grant Awards Supplement
(b) LEAP Community Service Work-Study Awards Supplement (c) Merit, Academic Achievement, or Critical Careers Scholarships

Performance Reporting
Parts II and III (S/LEAP Grids): How do I report my State’s data?

• • •

Report recipients only once under each program. Report recipients by latest status only, however, report the State and Federal dollars as they were actually spent for that recipient. It is possible that a recipient may have received LEAP dollars and additional SLEAP dollars. In this case report that recipient under each program as directed above.

LEAP Recipient

SLEAP Recipient

LEAP and SLEAP Recipient

Performance Reporting
Parts II and III (S/LEAP Grids): How do I report my State’s data?

LEAP and SLEAP Programs Contact
Greg Gerrans greg.gerrans@ed.gov Direct/VM: 202-377-3304 Cell Phone: 202-369-9560 Fax: 269-857-5198
Please visit our Financial Partners portal at:

www.fp.ed.gov
and click the LEAP/SLEAP link

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