TACRAOFall 2012

Jane CaldwellTX Higher Education Coordinating Board

Exemption & Waiver programs are authorized by the Texas Legislature and provide a monetary benefit to qualifying students via a reduction in

tuition, fees, or both.

Exemptions:Allow special groups of resident or non-resident students to pay a reduced amount of tuition and/or fees.

Waivers:Allow special groups of non-resident students to pay a reduced nonresident tuition rate.

THECB02/2010Slide 2

Implementation of exemption & waiver programs vary by statute.

Mandatory:Require all institutions to honor provisions in

statute for all qualifying students

THECB02/2010Slide 3

With few exceptions, exemption and waiver programs do not receive state appropriations . Instead, institutions are required to cover the “costs” of the programs via foregone

tuition and fees.

Mandatory:$374 million

FY2011 234.000234.000 students served Approx. $492 million $492 million in foregone tuition and fees (FY 11 dollars).

Optional:$118 million

THECB02/2010Slide 4

Total Exemption & Waiver Recipients FY 2007-FY 2011

THECB02/2010Slide 5

Total Foregone Tuition & FeesFY 2007-FY 2011

THECB02/2010Slide 6

(Constant 2007 Dollars)

THECB05/2012Slide 7

Total Exemption Recipients by Program(FY 2011)

THECB02/2010Slide 8

Total Waiver Recipients by Program(FY 2011)

SB32, passed by the 82nd Legislature, moved most of the exemption and waiver programs previously housed in Subchapter B of Chapter 54 of the Texas Education Code to Subchapter D and renumbered most of the programs in Subchapter D. This had two results:◦ Citations for the program have changed (see

handout); and◦ The CB has rule making authority only for the

waiver programs specifically granting us that authority.

Slide 9

Program Current Citation Rule Chapter

Rule Subchapter

Combat 54.2031 22 TT

Children of Nurse Faculty

54.355 22 O

Fire Science 54.208 22 T

Good Neighbor Scholarship

54.331 21 K

Hazlewood 54.341 21 NN

Peace Officers 54.2081 22 U

National Student Exchange

51.930 21 EE

Preceptors/Children 54.356 22 P

Reciprocal Exchange 54.231 (d) 21 AA

Students from Mexico 54.231 21 BB

Waivers 54.213 (CS)54.0601 (100 mi.)

21 SS

Slide 10

Program Hazlewood Total

New/Old Statute 54.341/54.203Type Mandatory

Academic Year    

2006-7 9,113 $19,651,9622007-8 9,642 $22,183,4442008-9 9,882 $24,656,788

2009-10 14,837 $34,264,8292010-11 22,585 $69,342,710

    5-yr % change 147.83% 252.85%     

Slide 11

TX veterans (including National Guardsmen) who are veterans of the US Armed forces

Children and Spouses of US Armed Forces vets (including National Guardsmen) who:◦ Die or died from service-related injury/illness◦ Are MIA◦ Have been killed in action◦ Are 100% unemployable due to service related

injury/illness Children and Spouses of TX NG vets killed on

active duty for the State Legacy children

Slide 12

CB Staff Proposals – NOT Yet Adopted by Board

Vet living out of state due to military orders may use HazlewoodExpand description of 100% disabled veteran to include persons who are “totally and permanently disabled,” not just those 100% unemployableClarify vets’ options when they are eligible for federal benefits and HazlewoodSpecifically indicate a vet, though Legacy, may revoke his/her assignment of hours to a childMake age limit apply only to Legacy children, not all Hazlewood children

Slide 13

CB Staff Proposals – NOT Yet Adopted by BoardAdd common definitionsAdd academic progress requirements for continuation awardsRecipient must complete and submit FAFSA or TASFA by the end of the first award term in a given yearExemption cannot be used to avoid a penalty charged for excess hours or excess dropped classesEach institution must designate an Exemption/Waiver Contact on their campuses

Slide 14

Program fact sheets:◦ www.collegeforalltexans.com/

Paying for College Types of Financial Aid

Exemptions Waivers

Coordinating Board:◦ grantinfo@thecb.state.tx.us◦ hazlewood@thecb.state.tx.us

Slide 15