# Presentation: 290620

## Institutional Development and Undergraduate Education Programs Service

- This guide is intended to be informational, not authoritative.  In case of any inconsistencies between this guide and the program statute and regulations, the statute and regulations will prevail.

*FY 2007 Basic Eligibility Guide*
*CFDA No. – 84.031H*

- Higher Education Programs

- Program Authority:  20 U.S.C. 1057-1059d
- Applicable Regulations:  34 CFR Parts 606 and 607

## “Basic” eligibility is used by: 

***“******Basic” eligibility is used by:***** **

- Applicants planning to apply for a grant under the Title III, Part A and Title V Programs. Designation as an eligible institution is a prerequisite to being considered for funding under these programs.
***AND***
- 2.	Applicants requesting a waiver of the non-federal cost-share requirements under any of the following programs:
*The Federal Work-Study Program (FWS);*
*The Federal Supplemental Educational Opportunity Grants Program (FSEOG);*
*The TRIO Student Support Services Program (SSS); and*
*The Undergraduate International Studies and Foreign Language Program (UISFL)*

- Overview

## FY 2007 Application Deadlines

**FY 2007 Application Deadlines**

**March 9, 2007 **
- for an applicant institution that wishes to be designated as eligible to apply for a FY 2007 new grant under the Title III, Part A programs or the HSI program
**April 30, 2007 **
- for an applicant institution that wishes to apply only for cost-sharing waivers under the FSEOG, FWS, SSS, or UISFL programs
_***Note***_***:  A competition for new awards will not be held in the Title III, Part A Strengthening Institutions Program.  FY 2007 New Awards will be made to applicant institutions which scored highly on the FY 2006 slate but were not funded in FY 2006.***

- Important Dates

## Required Information

**Information needed when applying for**
**FY 2007 “basic” eligibility**

-   Institution/campus OPE ID number
-   DUNS number
-   Total institutional enrollment for fall 2004
-   Minority enrollment for fall 2004
-   Number of Pell recipients in fall 2004
-   Number of students enrolled at least half-time in a degree program in fall 2004
-   Total educational and general (E&G) expenditures for 2004-2005
-   Average E&G expenditures per FTE student in fall 2004
-   Proof of sufficient enrollment of needy students

## TOTAL INSTITUTIONAL ENROLLMENT (Fall 2004 Head Count)

**TOTAL INSTITUTIONAL ENROLLMENT (Fall 2004 Head Count)**
** **
-   Determine the institution's **2004 fall semester** head count of enrolled undergraduate and graduate students.
-   Do not include foreign students who are ineligible to participate in Title IV need-based financial assistance programs.

- Additional Information

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**FALL 2004 RECIPIENTS OF TITLE IV NEED-BASED FINANCIAL ASSISTANCE**
** **
-   Determine the institution's total **2004 fall semester,** **unduplicated **student head count of degree students who received any of the following Title IV need-based assistance: **Federal Pell Grant; Federal College Work Study; Federal Perkins Loan; or Federal Supplemental** **Educational Opportunity Grant.  **
-   To compute the unduplicated student head count, count each student who received Title IV need-based assistance, regardless of the number of need-based programs in which the student participated, **only once**.

- Additional Information

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## Additional Information

**FALL 2004 ENROLLMENT OF HALF-TIME, UP TO AND INCLUDING FULL-TIME, UNDERGRADUATE STUDENTS**
-   Determine the institution's total **2004 fall semester **undergraduate head count of students who were enrolled at least **half time **in degree programs at your institution.
-   Do not include foreign students who are not eligible for Title IV need-based financial assistance.

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## Needy Student Requirement

- 1.	At least 50% of its 2004 fall semester, unduplicated student head count of undergraduate and graduate degree students received financial assistance under one or more of the following programs:  Federal Pell Grant; Federal College Work-Study; Federal Perkins Loan; or Federal Supplemental Educational Opportunity Grant programs.  (Part III, 1B)
-  *OR*

- 2.	The percentage of its 2004 fall semester, undergraduate degree students who were enrolled on at least a half-time basis and received Federal Pell Grants _exceeded the median_ percentage of undergraduate degree students who were enrolled on at least a half-time basis and received Federal Pell Grants at comparable institutions that offered similar instruction.  (Part III, 1D)

**YOUR INSTITUTION MEETS THE NEEDY STUDENT REQUIREMENT IF:**

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## Calculating E & G Expenditures

**TOTAL EDUCATIONAL AND GENERAL (E&G) EXPENDITURES**
** **
-   E&G expenditures is defined as the** total amount **expended by an institution of higher education for:  instruction; research; public service; academic support (including library expenditures); student services; institutional support; scholarships and fellowships; operation and maintenance expenditures for physical plant; and any mandatory transfers which the institution is required to pay by law.
-   Determine the institution's E&G expenditures for **2004-2005 **by totaling these costs.  **Do not include federal student financial aid.**
**AVERAGE E&G EXPENDITURES PER**
**FTE STUDENT****                                           **
** **
- The system will do this calculation for you.

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## Applications for eligibility should be completed and submitted electronically at:

- _[http://webprod.cbmiweb.com/title3and5/](http://webprod.cbmiweb.com/title3and5/)_
_***Note***_***:*****	*****The notice inviting applications contains ******	******information for applicants unable to submit their ******	******application electronically.***

- Submission Information

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## For further information

- Detailed information on the program is provided in the ***Application Package***** **and the** *****Notice Inviting Applications*** for this program.

***Both documents are accessible at:***

- http://www.ed.gov/about/offices/list/ope/idues/index.html

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## For additional assistance contact:

- Imogene.Byers@ed.gov	202-502-7672
- Kelley.Harris@ed.gov	202-219-7083
- Carnisia.Proctor@ed.gov	202-502-7606

- For further information

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