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General TRIO Questions

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NEC McNair PDS

Attended SSS Proposal Writing Workshop

NEC SSS PWW

OMB Changes to Race & Ethnicity Categories

OMB has changed the reporting categories for race and ethnicity, merging the two so that Hispanic/Latino is no longer a separate option and has added some additional options like Middle Eastern of North African. How does this impact TRIO reporting (do we expect our APR's to include these revised options), should we be revising our participant applications to reflect these changes, and what does this mean for the underrepresented eligibility criteria for McNair?

https://www.ihep.org/new-federal-standards-for-race-and-ethnicity-data-will-change-how-students-are-counted/


https://www.federalregister.gov/documents/2024/03/29/2024-06469/revisions-to-ombs-statistical-policy-directive-no-15-standards-for-maintaining-collecting-and

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Lisa
Lisa
7 days ago

Thanks for your questions! Please see the answers below:


1. How will the revised categories affect TRIO reporting, and should participant applications be changed now? OMB has revised the federal standards so that race and ethnicity will eventually be collected through one combined question, with respondents permitted to select multiple categories, and Middle Eastern or North African added as a separate category. Hispanic or Latino has not been eliminated; it remains one of the seven minimum categories. However, these changes do not require TRIO projects to revise their participant applications immediately. Projects should continue collecting and reporting information according to the current APR fields until the Department of Education issues revised TRIO forms and instructions. When that occurs, projects can revise their applications prospectively to match the new APR. ED will also need to explain how historical participant records should be handled. Projects should not independently guess or reclassify participants who previously identified under the old categories. Depending on ED’s instructions, some historical information may remain as previously reported or may need to be reported as unknown or not disclosed. Because the new standards allow participants to select more than one category, the category totals may not equal the unduplicated number of participants, and that would not necessarily be a reporting error.


2. What do the revised categories mean for McNair’s underrepresented eligibility criterion? The OMB revisions do not change McNair eligibility because OMB specifically states that the revised race and ethnicity standards are not to be used as determinants of eligibility for participation in a federal program. The current McNair regulations still provide that a student may qualify by being both low-income and first-generation, by being a member of a group underrepresented in graduate education, or through an underrepresented academic-discipline determination approved by the Secretary. Therefore, we cannot yet say that McNair projects may no longer select participants based on underrepresented-group status. However, until ED reconciles the revised reporting categories with the existing McNair eligibility definitions, my conservative recommendation would be to place the strongest recruitment and selection emphasis on students who meet both the low-income and first-generation criteria whenever possible. That is a prudent project practice, not a change in the current law or regulations.

Can FAFSA Data Verify TRIO Low-Income Status?

One issue I frequently see is that Financial Aid offices often provide only FAFSA/ISIR information, which includes Adjusted Gross Income (AGI) rather than taxable income. However, the Higher Education Act defines a low-income individual as someone whose family's taxable income for the preceding year does not exceed 150 percent of the federal poverty level for the applicable family size. In addition, FAFSA relies on prior-prior year (PPY) income, rather than income from the preceding year referenced in the statute.


As a result, FAFSA information does not align perfectly with the statutory definition of low-income for TRIO purposes in two important respects:


  • FAFSA reports AGI rather than taxable income.

  • FAFSA uses prior-prior year income, while the Higher Education Act references taxable income for the preceding year.


I am aware that the U.S. Department of Education has previously acknowledged the practical use of FAFSA information in determining TRIO eligibility, particularly given the FAFSA's prior-prior-year…


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Community for SSS-D programs?

Hello-

I am an advisor in a SSS-disability program at California State University, East Bay. I understand of the thousand or so SSS programs there are only around 50 that exclusively serve disabled students. Are there any existing communities or groups bringing together just staff of SSS-D programs? Our struggles and challenges are often quite different from the traditional SSS programs. If there is not currently a group, I would be interested in starting one if anyone would like to collaborate.

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Disability Documentation

Greetings!


I have been in TRiO for many years and I have heard several ways students can prove they have a documented disability. What is the best answer? Can students provide their own documentation or must they go through Accessibility Services?

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Once a semester we receive a letter from Accessibility services regarding our students with disabilities. Even if it doesn't turn into accommodations for our students, it still lets them feel like they control where they need to share the information, it also gives them the chance to discuss what accommodations could look like if after starting their classes they felt like they needed something, the conversation had already started.

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