WISCONSIN HIGHER EDUCATION GRANT
Introduction
I have included below the 1999-2000 WHEG formulas for both the University of Wsiconsin System and the Wisconsin Technical College System to be used as a reference. The general structure of the WHEG formula is outlined in the State Statutes. The components within may be adjusted to incorporate changes in the cost of education, the Federal Methodology which determines the Expected Family Contribution, the number of applicants which relates to the number of students who enroll, and the available funding.
If the Dependent Student Equity Level is increased, the amount awarded to each dependent student would increase and the number of students eligible would increase. The number of recipients, however, would decrease if additional funding would not be available to support the increase in eligibility.
If the Independent Student Award Percentage is increased, the amount awarded to each independent student would increase and the number of students eligible would increase. The number of recipients, however, would decrease if additional funding would not be available to support the increase in eligibility.
1999-2000
WISCONSIN HIGHER EDUCATION GRANT
UNIVERSITY OF WISCONSIN SYSTEM
| Equity Level | $1,510 |
| Independent Student Average Percentage | 16.20% |
| Independent Student Budget | $9,134 |
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1999-2000
WISCONSIN HIGHER EDUCATION GRANT
WISCONSIN TECHNICAL COLLEGE SYSTEM
| Dependent Student Equity Level | $1,300 |
| Independent Student Average Percentage | 11.50% |
| Independent Student Budget | $9,134 |
|
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Formula Elements Known at This Time
Applicants: The number of 2000-01 UW System applicants will most likely increase slightly.
Enrollment within the WTC System schools may also increase slightly.
Federal Methodology (which determines the Expected Family Contribution): There will not be
any substantial changes in the formulas for 2000-01.
Appropriation: The 2000-01 appropriation for the UW System WHEG is the same as it is for
1999-2000. The WTC System WHEG appropriation for 2000-01 is 6% greater than the 1999-2000
appropriation. 2000-01 is the second year of the biennial budget period. Funds unused in 1999-2000
may be carried forward and used in 2000-01. Funding for 2000-01 will be as follows assuming no cary
forward:
Tuition Increase: The UW System tuition will not increase in 12000-01. The WTC System
tuition will most likely increase in 2000-01.
Points to Consider in Setting the WHEG Formula
Since 2000-01 is the final year of the biennium, great care must be taken to avoid excessive
overawarding as there will be no source of additional funds available should spending be greater
than anticipated.
Most recent data indicates that both the UW System WHEG and the WTC System WHEG 1999-2000
formulas could have allowed for more spending. Therefore, some funding may be carried forward from
1999-2000 to 2000-01.
It was recommended in 1999-2000 by both the UW System Administration and the WTC System Board
that the independent and dependent student WHEG formulas be collapsed into one. Existing statutory
language and other issues prevented that from occurring in 1999-2000. However, through the most
recent budget process, the statutory language was changed allowing more flexibility in building WHEG
formulas. The other issues that prevented the formula collapse to occur in 1999-2000 no longer
exist.
The 2000-01 WHEG Formulas
With the preceding information in mind, I put forth the following:
The UW System Administration and the WTC System Board will each forward their recommendations for
the 2000-01 WHEG Formulas prior to the February 25th meeting. The Executive Secretary will make her
recommendations for the 2000-01 WHEG Formulas at the February Board Meeting.
UW System
$18,900,300
WTC System
$13,201,900
2000-2001 PROPOSED UW WHEG FORMULA
| CURRENT 1999-2000 12/19/99 1999-2000 DATA |
SIMULATION 2000-2001 12/19/99 1999-2000 DATA |
|
| DEPENDENTS | ||
| APPLICANTS | 53,506 | 53,506 |
| AWARDS | 7,089 | 12,522 |
| % ELIGIBLE | 13.25% | 23.40% |
| AVERAGE $'s | $1,108 | $977 |
| $'s COMMITTED | $7,853,274 | $12,238,956 |
| INDEPENDENTS | ||
| APPLICANTS | 16,028 | 16,028 |
| AWARDS | 13,566 | 10,444 |
| % ELIGIBLE | 84.64% | 65.16% |
| AVERAGE $'s | $1,193 | $1,207 |
| $'s COMMITTED | $16,186,903 | $12,603,556 |
| TOTALS | ||
| APPLICANTS | 69,534 | 69,534 |
| AWARDS | 20,655 | 22,966 |
| % ELIGIBLE | 29.70% | 33.03% |
| AVERAGE $'s | $1,164 | $1,082 |
| $'s COMMITTED | $24,040,177 | $24,842,512 |
| 100.00% | 100.00% | |
| OVERAWARD | 127.19% | 131.44% |
|---|---|---|
| SIMULATION IS BASED ON THE INDEPENDENT STUDENT MODEL | ||
| Equity Level | $1510 | |
| Student Budget | $9,134 | $3,000 |
| Award Percentage | 16.20% | 50.00% |
| WHEG AWARD | $1,480 | $1,500 |
| UW WHEG 2000-01 ALLOCATION | $18,900,300 | |
1999-2000 data used both for current data and simulation.
2000-2001 PROPOSED TECH WHEG FORMULA
| ACTUAL 1999-2000 12/19/99 |
SIMULATION 1 2000-2001 12/19/99 |
SIMULATION 2 2000-2001 12/19/99 |
|
| DEPENDENTS | |||
| APPLICANTS | 12,825 | 12,825 | 12,825 |
| AWARDS | 2,528 | 7,457 | 7,521 |
| % ELIGIBLE | 19.71% | 58.14% | 58.64% |
| AVERAGE $'s | $1,061 | $701 | $732 |
| $'s COMMITTED | $2,683,002 | $5,229,689 | $5,505,834 |
| 15.40% | 27.24% | 27.27% | |
| INDEPENDENTS | |||
| APPLICANTS | 19,755 | 19,755 | 19,755 |
| AWARDS | 16,625 | 16,411 | 16,491 |
| % ELIGIBLE | 84.16% | 83.07% | 83.48% |
| AVERAGE $'s | $886 | $851 | $890 |
| $'s COMMITTED | $14,734,386 | $13,966,329 | $14,680,679 |
| 84.60% | 72.76% | 72.73% | |
| TOTALS | |||
| APPLICANTS | 32,580 | 32,580 | 32,580 |
| AWARDS | 19,153 | 23,868 | 24,012 |
| % ELIGIBLE | 58.79% | 73.26% | 73.70% |
| AVERAGE $'s | $909 | $804 | $841 |
| $'s COMMITTED | $17,417,388 | $19,196,018 | $20,186,513 |
| 100.00% | 100.00% | 100.00% | |
| OVERAWARD | 139.85% | 145.40% | 152.91% |
|---|---|---|---|
| SIMULATION USING ONE FORMULA - THE INDEPENDENT MODEL | |||
| Equity Level | $1300 | ||
| Student Budget | $9,134 | $7,000 | $7,000 |
| Award Percentage | 11.50% | 14.29% | 15.00% |
| Independent Award | $1,050 | $1,000 | $1,050 |
| 2000-01 WHEG WTC ALLOCATION | $13,201,900 | $13,201,900 | |
Data used is 12/19/99 for both actual data and simulations.
TRIBAL WISCONSIN HIGHER EDUCATION GRANT
Introduction
I have included below the 1999-2000 Tribal WHEG formula to be used as a reference. As indicated above, the general structure of the WHEG formula is outlined in the State Statutes. The components within may be adjusted to incorporate changes in the cost of education, The Federal Methodology which determines the Expected Family Contribution, the number of applicants which relates to the number of students who enroll, and the available funding.
If the Student Equity Level is increased, the amount awarded to each student would increase and the number of students eligible would increase. the number of recipients, however, would decrease if additional fundinf would not be available to support the increase in eligibility.
1999-2000
TRIBAL WISCONSIN HIGHER EDUCATION GRANT
| Equity Level | $1,800 |
| Dependent and Independent Student Model | |
|---|---|
| Equity Level | $1,800 |
| - Parent's Contribution | 0 |
| - Student's Contribution | 0 |
| WHEG Award | $1,800 |
Formula Elements Known at This Time
Applicants: The number of 2000-01 Tribal College applicants may increase slightly.
Federal Methodology (which determines the Expected Family Contribution): There will not be
any substantial changes in the formulas for 2000-01.
Appropriation: The 2000-01 appropriation for the Tribal WHEG is the same as it is for 1999-
2000. 2000-01 is the second year of the biennial period. Funds unused in 1999-2000 may be carried
forward and used in 2000-01. Finding for 2000-01 will be as follows assuming no carry forward:
Tuition Increase: The tuition at both Tribal Colleges will either remain the same or
increase slightly in 2000-01.
Points to Consider in Setting the Tribal WHEG Formula
Since 2000-01 is the final year of the biennium, great care must be taken to avoid excessive
overawarding as there will be no source of additional funds available should spending be greater
than anticipated.
Most recent data indicates that the 1999-2000 formula will spend what was appropriated.
Therefore, it does not appear that funds will be carried forward from 1999-2000 to 2000-01.
The 2000-01 Tribal WHEG Formula
With the preceding information in mind, I put forth the following:
The Tribal Colleges will each forward their recommendations for the 2000-01 Tribal WHEG Formula
prior to the February 25th meeting. The Executive Secretary will make her recommendations for the
2000-01 Tribal WHEG Formula at the February Board Meeting.
Tribal Colleges $400,000
2000-2001 PROPOSED TRIBAL WHEG FORMULA
| 1999-2000 CURRENT DATA |
2000-2001 SIMULATION |
|
|---|---|---|
| DEPENDENTS | ||
| APPLICANTS | 89 | 89 |
| AWARDS | 48 | 50 |
| % ELIGIBLE | 52.92% | 56.18% |
| AVERAGE $'s | $1,325 | $1,548 |
| $'s COMMITTED | $63,618 | $77,429 |
| INDEPENDENTS | ||
| APPLICANTS | 463 | 460 |
| AWARDS | 382 | 402 |
| % ELIGIBLE | 72.50% | 87.39% |
| AVERAGE $'s | $869 | $1,003 |
| $'s COMMITTED | $331,524 | $403,499 |
| TOTALS | ||
| APPLICANTS | 552 | 552 |
| AWARDS | 430 | 452 |
| % ELIGIBLE | 77.89% | 81.88% |
| AVERAGE $'s | $919 | $1,064 |
| $'s COMMITTED | $395,142 | $480,928 |
| Student Budget | $1,800 | $6,560 |
| Award Percentage | 0% | 27.44% |
| AWARD IF $0.00 EFC | $1,800 | $1,800 |
Current Formula: $1800 - EFC = Award
2000-2001 Formula: $6560 - EFC x 27.44% = Award
WISCONSIN TUITION GRANT
Introduction
I have included the 1999-2000 WTG formula to be used as a reference. The structure of the WTG formula is outlined in State Statutes. The components within may be adjusted to incorporate changes in the cost of education, the Federeal Methodology which determines the Expected Family Contribution, the number of applicants which relates to the number of students who enroll, and the available funding.
If the Inflation Factor (found in Step Four) is increased, the amount awarded each student would decrease as would the number of students showing eligibility.
If the tuition charged increases at a higher percentage than the UW Madison tuition, the amount awarded each student would increase as would the number of students showing eligibility. The number of recipients, however, would decrease if additional funding would not be available to support the increase in eligibility.
If the Base Maintenance increases at a higher percentage than the Net Tuition, the amount awarded each student would increase as would the number of students showing eligibility. The number of recipients, however, would decrease if additional funding would not be available to support the increase in eligibility.
1999-2000
WISCONSIN TUITION GRANT FORMULA
| STEP ONE |
DEPENDENT | INDEPENDENT W/O CHILDREN |
INDEPENDENT W/ CHILDREN |
|
|---|---|---|---|---|
| TUITION (insert actual tuition charged) | $5,805 | $5,805 | $5,805 | |
| - UW MADISON TUITION | $3,405 | $3,405 | $3,405 | |
| NET TUITION | $2,400 | $2,400 | $2,400 | |
| STEP TWO |
||||
| TUITION (insert actual tuition charged) | $5,805 | $5,805 | $5,805 | |
| + BASE MAINTENANCE | $6,245 | $6,245 | $10,444 | |
| TOTAL COST | $12,050 | $12,050 | $16,249 | |
| STEP THREE |
||||
| NET TUITION | $2,400 | $2,400 | $2,400 | |
| DIVIDED BY TOTAL COST | $12,050 | $12,050 | $16,249 | |
| FAMILY CONTRIBUTION PERCENTAGE | 19.92% | 19.92% | 14.77% | |
| STEP FOUR |
||||
| FAMILY CONTRIBUTION (insert actual EFC) | $1 | $1 | $1 | |
| x INFLATION FACTOR | 270% | 725% | 875% | |
| ADJUSTED FAMILY CONTRIBUTION | $270 | $275 | $875 | |
| STEP FIVE |
||||
| ADJUSTED FAMILY CONTRIBUTION | $270 | $275 | $875 | |
| x FAMILY CONTRIBUTION PERCENTAGE | 19.92% | 19.92% | 14.77% | |
| TUITION OFFSET | $54 | $144 | $129 | |
| STEP SIX |
||||
| NET TUITION | $2,400 | $2,400 | $2,400 | |
| - TUITION OFFSET | $54 | $144 | $129 | |
| Grant Amount | $2,346 | $2,256 | $2,271 | |
| UP TO A MAXIMUM GRANT OF $2,300 | $2,300 | $2,256 | $2,271 | |
Formula Elements Known at This Time
Applicants: The number of 2000-01 applicants will most likely be similar to 1999-2000 or will
increase slightly.
Federal Methodology (which determines the Expected Family Contribution): There will not be
any substantial changes in the formulas for 1999-2000.
Appropriation: The WTG appropriation for 2000-01 is 7% greater than the 1999-2000
appropriation. 2000-01 is the second year of the biennial period. Funds unused in 1999-2000 may be
carried forward and used on 2000-01. Funding for 2000-01 will be as follows assuming no carry
forward:
Tuition Increase: The tuition at the Independent Colleges and Universities will increase
on the average by approximately 5-7%. The tuition at UW Madison will not increase in 2000-01.
Points to Consider in Setting the WTG Formula
Past practice has been to increase the Base Maintenance at the rate of inflation. The rate of
inflation recently has remained stagnant.
The UW Madison tuition reflected in the formula is not the actual tuition rate for 1999-2000. The
1999-2000 rate is $3,735. Steps are necessary to begin bringing the rate used in the formula closer to
the actual tuition rate charged.
Since 2000-01 is the final year of the biennium, great care must be taken to avoid excess
overawarding as there will be no source of additional funds should spending be greater than
anticipated.
Most recent data indicates that the WTG 1999-2000 formulas will spend what was appropriated.
Therefore, it does not appear that funds will be carried forward from 1999-2000 to 2000-01.
A statutory requirement exists that limits the WTG Program over commitment to 122%.
The 1999-2000 WTG Formula
With the preceding information in mind, I put forth the following:
Most recent past practice has been to make adjustments evenly across each population of students.
The Wisconsin Association of Independent Colleges and Universities and the Tribal Colleges will
forward their recommendations for the 2000-01 WTG Formula prior to the February 25th meeting. The
Executive Secretary will make her recommendations for the 2000-01 WTG Formulas at the February
Board Meeting.
WTG Program $21,038,554
2000-2001
WISCONSIN TUITION GRANT
| CURRENT DATA 1999-2000 12/22/99 |
SIMULATION ONE 2000-2001 12/30/99 |
SIMULATION TWO 2000-2001 12/30/99 |
|
| DEPENDENTS | |||
| APPLICANTS | 11,517 | 11,518 | 11,518 |
| % OF APPLICANTS | 66.16% | 66.15% | 66.15% |
| AWARDS | 6,812 | 6,911 | 7,145 |
| % OF AWARDS | 68.55% | 68.53% | 68.85% |
| % ELIGIBLE | 59.15% | 60.00% | 62.03% |
| AVERAGE $'s | $2,142 | $2,161 | $2,170 |
| $'s COMMITTED | $14,591,260 | $14,931,494 | $15,504,427 |
| 68.26% | 68.34% | 68.69% | |
| SINGLE/MARRIED, NO DEPENDENTS | |||
| APPLICANTS | 2,907 | 2,907 | 2,907 |
| % OF APPLICANTS | 16.70% | 16.70% | 16.70% |
| AWARDS | 1,214 | 1,234 | 1,255 |
| % OF AWARDS | 12.22% | 12.24% | 12.09% |
| % ELIGIBLE | 41.76% | 42.45% | 43.17% |
| AVERAGE $'s | $2,166 | $2,252 | $2,189 |
| $'s COMMITTED | $2,629,015 | $2,779,578 | $2,746,797 |
| 12.30% | 12.72% | 12.17% | |
| INDEPENDENT WITH DEPENDENTS | |||
| APPLICANTS | 2,985 | 2,986 | 2,986 |
| % OF APPLICANTS | 17.15% | 17.15% | 17.15% |
| AWARDS | 1,911 | 1,939 | 1,977 |
| % OF AWARDS | 19.23% | 19.23% | 19.05% |
| % ELIGIBLE | 64.02% | 64.96% | 66.21% |
| AVERAGE $'s | $2,174 | $2,134 | $2,185 |
| $'s COMMITTED | $4,155,012 | $4,138,197 | $4,320,350 |
| 19.44% | 18.94% | 19.14% | |
| TOTALS | |||
| APPLICANTS | 17,409 | 17,411 | 17,411 |
| AWARDS | 9,937 | 10,084 | 10,377 |
| % ELIGIBLE | 57.08% | 57.92% | 59.60% |
| AVERAGE $'s | $2,151 | $2,167 | $2,175 |
| $'s COMMITTED | $20,375,286 | $21,849,269 | $22,571,574 |
| 100.00% | 100.00% | 100.00% | |
| OVERAWARD | 108.71% | 103.85% | 107.29% |
|---|---|---|---|
| PEOPLE | 9,937 | 10,084 | 10,377 |
| AVERAGE | $2,151 | $2,167 | $2,175 |
| Formula Factors | |||
| UW Tuition | $3,405 | $3,735 | $3,735 |
| Inflation Factors | |||
| Dependent Student | 270% | 270% | 251% |
| Single/Married Independent | 725% | 725% | 674% |
| Independent with Dependents | 875% | 875% | 814% |
| Base Maintenance | |||
| Dependent/Single | $6,245 | $6,245 | $6,245 |
| Independent with Dependents | $10,444 | $10,444 | $10,444 |
| MAXIMUM AWARD | $2,300 | $2,300 | $2,300 |
| APPROPRIATION | $19,662,200 | 7% increase $21,038,554 |
7% increase $21,038,554 |
Current Data uses 12/22/99 data.
12/30/99 data set is used for both simumations.
For simulations an increase of 5.5% is used unless the school indicated a different increase in tuition.
1999-2000 funds are $19,662,200.
2000-2001 appropriation is $21,038,554.
February 2000 Board Meeting Agenda
February 2000 Meeting Minutes
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