Tuition Rebate Program                                                       UPPS No. 03.01.13

(Texas Education Code 54.0065)                                      Issue No. 2

Effective Date:  08/23/2006

Review: May 1 E4Y

Attachment I, II

 

 

01.       POLICY STATEMENT

 

01.01  This UPPS details the Texas State University-San Marcos (University) policies and procedures for administration of the State’s Tuition Rebate Program (Rebate Program), in accordance with S.B. 1907, as enacted by the 75th Legislature, 1997 in Texas Education Code 54.0065 and in Texas Administrative Code Chapter 13, Subchapter E, sections 13.71-13.78; amended with H.B. 1890 as enacted by the 78th Legislature, 2003 in Texas Administrative Code Chapter 13, Subchapter E, sections 13.80-13.87; and further amended with S.B. 34 as enacted by the 79th Legislature, 2005.

 

02.       GUIDELINES FOR THE REBATE PROGRAM

 

02.01  Eligibility - To be eligible for the Rebate Program, a student must:

 

a.   have enrolled for the first time in an institution of higher education in the fall 1997 semester or later;

 

b.   request a rebate for coursework related to a first baccalaureate degree received from Texas State University-San Marcos;

 

c.   have been a resident of Texas as set forth under Texas Administrative Code Chapter 21, Subchapter B (relating to Determining Residence Status) and have been entitled to pay resident tuition at all times while pursuing the degree;

 

d.   if enrolled for the first time in fall 2005 or later, graduate within four calendar years from the first semester enrolled in a general academic teaching institution for a four-year degree or within five calendar years for a five-year degree if the degree is in architecture, engineering, or any other program determined by the Texas Higher Education Coordinating Board to require more than four years to complete;

 

e.   have attempted no more than three hours in excess of the minimum number of semester credit hours required to complete the degree under the catalog under which the student graduated.  Hours attempted include transfer credits, course credit earned exclusively by examination (except that, for the purposes of this Rebate Program, only the number of semester credit hours earned exclusively by examination in excess of nine semester credit hours is treated as hours attempted), courses dropped after the official date, for-credit developmental courses, optional internship and cooperative education courses, and repeated courses.  Courses dropped for reasons that are determined by the institution to be totally beyond the control of the student shall not be counted.  For students concurrently earning a baccalaureate degree and a Texas teaching certificate, required teacher education courses shall not be counted to the extent that they are over and above the free electives allowed in the baccalaureate degree program; and

 

Note that the four- or five-year time limit prescribed in section d. above begins on the first day of the month for enrollment in the semesters described as follows:  September for a fall semester; January for a spring semester; June for summer I; and August for summer II.  For example, a student enrolling for the first time in fall 2006 for a four-year degree must complete that degree no later than September 1, 2010 to be eligible for the rebate.

 

02.02  Hardship Provisions – Effective for students who enroll for the first time in fall 2005 or later, an otherwise eligible student may be eligible for a rebate without satisfying the requirements of Section 02.01 above, if the student is awarded a baccalaureate degree and the college dean certifying the degree has determined, with the completion of the Tuition Rebate Hardship Justification form in Attachment II, that the student has demonstrated a hardship under any of the following conditions:

 

a.   a severe illness or other debilitating condition that may affect the student’s academic performance;

 

b.   an indication that the student is responsible for the care of a sick, injured, or needy person and that the student’s provision of care may affect his or her academic performance; or

 

c.   performance of active duty military service.

 

02.03  Tuition - Education & General (E&G) tuition is the only tuition or fee which is eligible for rebate under the Rebate Program [per The Texas Higher Education Coordinating Board].

 

02.04  Rebate Amount –The amount of tuition to be rebated to a student under the Rebate Program is $1,000, unless the total amount of tuition paid by the student to the University was less than $1,000, in which event the amount of tuition to be rebated is an amount equal to the amount of tuition paid by the student to the University. A student who paid the institution awarding the degree an amount of tuition less than $1,000 may qualify for an increase in the amount of the rebate, not to exceed a total rebate of $1,000, for any amount of tuition the student paid to other Texas public institutions of higher education by providing the institution awarding the degree with official receipts documenting the total amount of that tuition paid to other institutions.  This proof must be provided at the time that the student submits the rebate application.  Failure to do so at that time will result in those amounts not being considered in calculating the amount of the rebate.

 

02.05  Financial Aid – Tuition rebates shall be reduced by the amount of any outstanding student loan, including an emergency loan, owed to or guaranteed by this state, including the Texas Guaranteed Student Loan Corporation.  If a student has more than one outstanding student loan, the University shall apply the amount of the rebate to the loans as directed by the student.  If the student fails to provide timely instructions on the application of the amount, the University shall apply the amount of the rebate to retire the loans with the highest interest rates first.

 

02.06  Degree-granting institution - The University is required to make payment under this Rebate Program, including any amounts which are due to the student because of prior attendance at other Texas institutions of higher education.  The rebates are to be paid from local institutional funds (Fund 002) and a comparable amount of General Revenue is to be made available to the paying institution.  It is the intent of the Legislature that rebates are to be financed by savings to the State resulting from reductions in the number of courses taken by undergraduates.

 

03.       PROCEDURES ASSOCIATED WITH THE REBATE PRORAM

 

03.01  Students must complete the rebate application form (Attachment I) and submit it to the Academic Advisor II in the college academic advising centers (advisor) no later than the workday immediately preceding their graduation.  Copies of this form are available in the college academic advising centers, or with the online graduation application, along with instructions for completion.  General information about the Rebate Program can also be found in the undergraduate catalog.  The advisor reviews the student’s academic records and, if necessary, requires the student to complete and submit the Tuition Rebate Hardship Justification form (Attachment II) and then makes a recommendation to the college dean about the student’s eligibility for the Rebate Program.  The college dean will review the rebate application, if necessary the Hardship Justification form, and the advisor’s recommendation, and then approve or deny the rebate application.  The approved rebate application, and, if necessary the Hardship Justification form, are forwarded to the Cashier’s Office for verification of resident tuition status and for calculation of any outstanding indebtedness and the amount of the rebate.  The Cashier’s Office processes the rebate.  Denied applications and forms are returned to the advisor for student notification.

 

04.       APPEALS PROCEDURES

 

04.01  Ineligibility - Students who are determined to be ineligible for participation in the Rebate Program may file an appeal with their College Dean.  Failure to adhere to all of the following requirements will constitute grounds for dismissal of the appeal.

 

a.   Format – The appeal must be in writing and must specify the reasons why the student feels they should be eligible for the Rebate Program.

 

b.   Documentation – All supporting documentation (such as official transcripts from previous institutions attended and Hardship Justification forms) must accompany the appeal.

 

c.   Deadline for Appeal – The appeal must be filed no later than 30 calendar days after the date on which the college dean determines ineligibility.  This 30-day time limit includes all University holidays and breaks.

 

The college dean will provide written notice to the student of the results of their review of the appeal no later than 30 calendar days after receipt of the appeal.  The decision of the college dean constitutes a final decision for eligibility for the Rebate Program.  For appeals which result in a determination of eligibility for the Rebate Program, the college dean will forward the approved rebate application and supporting documentation through administrative channels so that the rebate payment can be made.

 

04.02  Amount – Students who desire to appeal the dollar amount of their rebate must follow the steps detailed below.  Failure to adhere to all of the following requirements will nullify their appeal as to the amount of the rebate.

 

a.   Format – The appeal as to the amount of the rebate must be in writing and must include (a) calculations which document the rebate amount that the student expected and (b) the specific differences between the expected and actual rebate.  This appeal as to rebate amount must be sent to the Cashier’s Office.

 

b.   Documentation – All supporting documentation (such as receipts from previous institutions attended and, if necessary, Hardship Justification forms) must accompany the appeal.

 

c.   Deadline for appeal as to amount – The appeal regarding the amount of the rebate must be filed no later than 30 calendar days after the check date for rebates issued.  For students whose rebate amounts did not exceed outstanding obligations, an appeal as to amount must be received no later than 30 calendar days after the date of the Cashier’s Office notice regarding such balances.  The 30-day time limit includes all University holidays and breaks.

 

The Cashier’s Office will provide written notice to the student of the results of their review of the appeal no later than 30 calendar days after receipt of the appeal.  For appeals which result in additional funds owed to the student, payment will be forwarded to the student’s permanent address within 30 days after such determination is made.

 

05.       DUTIES ASSOCIATED WITH THE REBATE PROGRAM

 

05.01  Duties associated with the Rebate Program are as follows:

 

a.   Students – Those students who want to qualify for this program must do all of the following no later than the times specified:

 

1)   Enroll only in those courses which qualify them for the Rebate Program.  Enrollment in more than three hours beyond the minimum required for their degree will invalidate their participation in the Rebate Program.

2)   Pay tuition at the resident rate at all times while pursuing the degree.

3)   Comply with all University rules and regulations related to the Rebate Program.

4)   File the rebate application with their advisor no later than the workday immediately preceding their graduation day and, if appropriate, the Hardship Justification form.

 

b.   Advisor – provide general information about the Rebate Program and review the student’s rebate application for academic eligibility and the Hardship Justification form.

 

c.   College Deans – certify that the student is eligible for the Rebate Program and is responsible for obtaining adequate written documentation of the hardship from medical or military sources and for providing written justification of the hardship to accompany the rebate application.  Also, reviews appeals filed under this policy.

 

d.   Cashier’s Office – determines resident tuition status and the net amounts paid by the student and any outstanding obligations that the student owes to the University and to the State of Texas and pays outstanding obligations from the rebate amount, then makes payment for any remaining balance to the student.  Also, notifies the student if he or she will not receive a rebate because his or her outstanding obligations exceed the rebate amount.

 

06.       FORMS

 

06.01  The forms which should be utilized in association with this UPPS are:

 

Attachment I - Tuition Rebate Program Application

 

Attachment II – Tuition Rebate Hardship Justification

 

07.       REVIEWERS OF THIS PPS

 

07.01  Reviewers of this UPPS include the following:

 

Position                                                          Date

Associate Vice President for                      May 1 E4Y

Financial Services/Treasurer

 

Director, Curriculum Services                     May 1 E4Y

 

08.       CERTIFICATION STATEMENT

 

This UPPS has been approved by the following individuals in their official capacities and represents policy and procedure from the date of this document until superseded.

 

Associate VP-Financial Services/Treasurer; senior reviewer of this UPPS

 

Vice President for Finance and Support Services

 

President