Student Financial Assistance

B1: Reflects the anticipated transfer of $6,050,000 from available Work Study funds to the 91 22 201 account as permitted in the Consolidated Appropriations Act, 2022 P.L. 117-103. This authorizes that the Secretary may reserve not more than 0.5 percent from any amount made available within the Act for a program authorized by the Higher Education Act of 1965, as amended (HEA) may be used to carry out rigorous and independent evaluations and to collect and analyze outcome data for any program authorized by the HEA; except for amounts made available for subpart 1 of part A of title IV of the HEA.

B2: Reflects the anticipated transfer of $7,000,000 in unneeded Pell grant funds to the Program Administration (91 22 0800) account to cover Salaries and Expenses as permitted in Consolidated Appropriations Act, 2022 P.L. 117-103.

B3: The FY2022 Consolidated Appropriations Act, rescinds $85,000,000 in definite mandatory for discretionary funding under 20 U.S.C. 1070a(b)(7)(A)(iv)(XI)

A1: Includes $10,829,000 for Work Colleges in accordance with Congressional Directive. [Rationale: Footnote specifies the purpose(s) for which the funds are available to be obligated.]

A2: If the full amount apportioned to this line is not needed for Award Year 21/22 obligations, amounts in excess of Award Year 21/22 need will be reallocated and automatically apportioned to the Category B line titled Award Year 22/23 to be used for obligations in Award Year 22/23. [Rationale: Footnote signifies that this TAFS has received or may receive an automatic apportionment.]

A3: If the full amount apportioned to this line is not needed for Award Year 22/23 obligations, amounts in excess of Award Year 22/23 need will be reallocated and automatically apportioned to the Category B line titled Award Year 23/24 to be used for obligations in Award Year 23/24. [Rationale: Footnote signifies that this TAFS has received or may receive an automatic apportionment.]

A4: As agreed to between OMB and the Department, the Department's Federal Student Aid (FSA) office will maintain tracking and controls through a monitoring plan and program participation agreements, and at a minimum will report quarterly to the Department and OMB on the number of students enrolled and funds disbursed from participating institutions in the Second Chance Pell and Dual Enrollment experiments in order to make efforts to ensure that the budgetary cost of any experiments under the experimental sites authority authorized by section 487A(b) of the Higher Education Act (HEA), 20 U.S.C. 1094a will not be exceeded. ED will take reasonable measures to help ensure that expenditures remain under the following planned amounts for each experiment for Award Year 21/22: $62 million for the Second Chance Pell experiment and $10 million for the Dual Enrollment experiment. If the budgetary cost for either of these experiments appears to be approaching its planned amounts mentioned above, the Department will immediately notify OMB to jointly determine what action may be appropriate to take. Such actions may include, but are not limited to, limiting participation of additional students in one or more of the experiments or other actions consistent with the program participation agreements between ED and each participating institution. Expenditures for the Federal Work Study experiment shall be determined by agreement between OMB and ED, but shall not exceed 10 percent of the amount appropriated for Federal Work Study in excess of $700 million in any fiscal year in accordance with HEA section 442(a)(4)(A) and (B). The Department will conduct evaluations of the experiments that include information reported by postsecondary institutions through the Department's systems, and publish the findings publicly. The planned amounts listed above will not be subject to 31 U.S.C. 1517. [Rationale: An agency spend plan or other documentation is necessary to better understand how the agency intends to obligate some or all of the apportioned funds.]