**Student Financial Assistance**

**U.S. Department of Education**

**TEACH Grant Program Negotiated Rulemaking Team**

**January 22-24, 2008**

**DRAFT Meeting Summary**

[Review, Revise, Approve Summary of Meeting One]{.underline}

The Team approved the meeting summary with one correction.

[Review and Revise Draft Regulatory Text]{.underline}

The Team reviewed the draft regulatory text provided by the Department,
which was based on the workshop review of issues of the previous
meeting. The Team discussed and reached tentative agreements on most
sections of the draft regulation and a few outstanding issues remain.
Both are identified below.

**TENATATIVE AGREEMENTS REACHED ON THESE SECTIONS:**

**Eligibility: Institutional, Program, Student**

686.2 Definitions \--

> Post-baccalaureate program
>
> Retiree
>
> TEACH-grant eligible institution
>
> TEACH-grant eligible program
>
> Teacher preparation program

686.3 Duration of student eligibility

686.11 Eligibility to receive a grant

686.31 Determination of eligibility for payment

> **Include Preamble language** regarding 686.31(c): In the case of
> institutional error concerning student eligibility for a payment
> period, after correcting its error, an institution may make a payment
> to the student.

**Application/Disclosure/Counseling**

686.10 Application

686.32 Counseling Requirements

> Draft regulatory sections 686.32 Initial counseling requirements and
> 686.38 Exit counseling were combined into this one renamed section.
>
> **Include Preamble language** recommending that an individual who has
> knowledge of teacher preparation and certification requirements be
> present for counseling sessions.

**Service Agreement/Obligation**

686.2 Definitions \--

> Elementary school
>
> Full-time teacher
>
> High-need field (changed from high-need subject area)
>
> Highly-qualified
>
> School serving low-income students
>
> Secondary school
>
> Service agreement
>
> **Include in the Preamble**, examples of overlapping service
> obligations.
>
> Teacher

686.12 Service agreement

686.40 Documenting the service obligation

**Determination of Awards**

686.2 Definitions \--

> Annual award
>
> ISIR
>
> Payment data
>
> Scheduled award
>
> SAR

686.4 Institutional participation

686.5 Enrollment status for regular and correspondence courses

686.6 Payment from more than one institution

Subpart C\--Determination of Awards

686.20 Submission process and deadline for a SAR or ISIR

686.21 Calculation of a grant

686.22 Calculation of a grant for a payment period

686.23 Calculation of a grant for a payment period that occurs in two
award years.

686.24 Transfer student: attendance at more than one institution during
an award year

686.25 Correspondence study

**Administration of Grant Payments**

686.30 Scope

686.33 Frequency of payment

686.34 Liability for and recovery of TEACH Grant overpayments

686.35 Re-determination of eligibility for TEACH Grant award

686.36 Fiscal control and accounting procedures

686.37 Institutional reporting requirements

686.38 Maintenance and retention of records (renumbered after
consolidation of

counseling requirements into 686.32)

**Other**

686.2 Definitions at (a), (b), and (c)

**Conforming Changes**

668.1    Scope

668.2 General definitions

668.8 Eligible programs

668.19 Financial aid history

668.21 Treatment of Federal Perkins Loan, FSEOG, Federal Pell Grant,
ACG, TEACH Grant, and National SMART Grant program funds if the
recipient withdraws, drops out, or is expelled before his or her first
day of class

##### 668.22 Treatment of title IV funds when a student withdraws

##### 668.24 Record retention and examinations

##### 668.26 End of an institution\'s participation in the Title IV, HEA programs

668.32 Student eligibility---general

##### 668.35 Student debts under the HEA and to the U.S.

668.138 Liability

668.139 Recovery of payments and loan disbursements to ineligible
students

668.161 Scope and purpose

668.162 Requesting funds

668.163 Maintaining and accounting for funds

668.164 Disbursing funds

668.183 Calculating and applying cohort default rates

##### 673.5 Overaward

674.2, 675.2, 676.2, 682.200, 685.102, and 690.2      

Definitions \--

> Teacher Education Assistance for College and Higher Education (TEACH)
> Grant Program
>
> TEACH Grant

682.200 and 685.102    

Definitions \--

Estimated financial assistance

682.204 Maximum loan amounts

685.203 Loan limits

# 

# Outstanding Issues:

686.1 Scope

686.2 Definitions \--

Academic year for elementary and secondary schools

686.41 Periods of suspension

686.42 Discharge of service agreement

686.43 Obligation to repay the grant

# [Petition for Membership]{.underline}

The Team approved the nomination of one additional member, an alternate,
in accordance with its organizational protocols.

# [Public Comment]{.underline}

# There were no public comments.

# [Logistics]{.underline}

# The third and final meeting of the TEACH Grant Team is scheduled for February 6-8, from 1:00-- 5:00 pm on the first day, 9:00 am -- 5:00 pm on the second day, and 8:00 am -- 4:00 pm on the third day. The meeting will be held at the 8^th^ Floor Conference Center, 1990 K St. NW, Washington, D.C.

**[Next Steps]{.underline}**

Prior to the next meeting, the Department will provide the Team with
revised draft regulatory text reflecting the tentative agreements
reached at this meeting. The facilitators will distribute the final Jan.
8-10 Meeting Summary, revised Team contact list, Agenda for the February
6-8 Meeting, and draft Meeting Summary of the Jan. 22-24 meeting.

**[Attendance]{.underline}**

**Present:**

Julia Brown

Herbert Brunkhorst

Maureen Budetti

Judy Corcillo

Janet Dodson

Mary Dorrell

Scott Fleming

William Graves III

Donna Harris-Aikens

Tammy Halligan

Terry Hartle

J. Robert Hendricks

Jim Hermes

Janis Lariviere

Cedric Lawson

Cyndy Littlefield

Gail McLarnon

Patrick Moore

Thomas O'Neill

Bernard Pekala, Jr.

Joseph Pettibon

Sandra Robinson

Ellis Salim

Beth Stack

Jane West

Howard Bellman, Facilitator

Susan Podziba, Facilitator

**Not Present:**

Carmen Berkley

Nell Ingram

James Rice