Section text and notes
Purpose
Allotments to States
In general
Authorization
section 1070c(b)(2) of this titleFrom sums reserved under for each fiscal year, the Secretary shall make an allotment to each State that submits an application for an allotment in accordance with subsection (c) to enable the State to pay the Federal share, as described in paragraph (2), of the cost of carrying out the activities under subsection (d).
Determination of allotment
Continuation of award
Except as provided in clause (ii), if a State continues to meet the specifications established in such State’s application under subsection (c), the Secretary shall make an allotment to such State that is not less than the allotment made to such State for the previous fiscal year.
Special continuation and transition rule
If a State that applied for and received an allotment under this section for fiscal year 2010 pursuant to subsection (j) meets the specifications established in the State’s application under subsection (c) for fiscal year 2011, then the Secretary shall make an allotment to such State for fiscal year 2011 that is not less than the allotment made pursuant to subsection (j) to such State for fiscal year 2010 under this section (as this section was in effect on the day before ).
Priority
The Secretary shall give priority in making allotments to States that meet the requirements described in paragraph (2)(B)(ii).
Federal share
In general
The Federal share of the cost of carrying out the activities under subsection (d) for any fiscal year shall not exceed 66.66 percent.
Different percentages
Non-Federal share
In general
The non-Federal share under this section may be provided in cash or in kind, fairly evaluated.
In-kind contribution
Effect on need analysis
For the purpose of calculating a student’s need in accordance with part F, an in-kind contribution described in clause (ii) shall not be considered an asset or income of the student or the student’s parent.
Application for allotment
In general
Submission
A State that desires to receive an allotment under this section on behalf of a partnership described in paragraph (3) shall submit an application to the Secretary at such time, in such manner, and containing such information as the Secretary may require.
Content
State agency
section 1070c–2(a) of this titleThe State agency that submits an application for a State under shall be the same State agency that submits an application under paragraph (1) for such State.
Partnership
Roles of partners
State agency
Degree-granting institutions of higher education
Programs
An early information and intervention, mentoring, or outreach program that is in a partnership receiving an allotment under this section shall provide direct services, support, and information to participating students.
Philanthropic organization or private corporation
A philanthropic organization or private corporation that is in a partnership receiving an allotment under this section shall provide funds for grants for access and persistence for participating students, or provide funds or support for early information and intervention, mentoring, or outreach programs.
Authorized activities
In general
Establishment of partnership
Each State receiving an allotment under this section shall use the funds to establish a partnership to award grants for access and persistence to eligible low-income students in order to increase the amount of financial assistance such students receive under this subpart for undergraduate education expenses.
Amount of grants
Special rules
Partnership institutions
A State receiving an allotment under this section may restrict the use of grants for access and persistence under this section by awarding the grants only to students attending institutions of higher education that are participating in the partnership.
Out-of-State institutions
If a State provides grants through another program under this subpart to students attending institutions of higher education located in another State, grants awarded under this section may be used at institutions of higher education located in another State.
Early notification
In general
Each State receiving an allotment under this section shall annually notify low-income students in grades seven through 12 in the State, and their families, of their potential eligibility for student financial assistance, including an access and persistence grant, to attend an institution of higher education.
Content of notice
Eligibility
Grant award
Duration of award
section 1091(c) of this titleAn eligible student who receives a grant for access and persistence under this section shall receive such grant award for each year of such student’s undergraduate education in which the student remains eligible for assistance under this subchapter, including pursuant to , and remains financially eligible as determined by the State, except that the State may impose reasonable time limits to degree completion.
Administrative cost allowance
A State that receives an allotment under this section may reserve not more than two percent of the funds made available annually through the allotment for State administrative functions required to carry out this section.
Statutory and regulatory relief for institutions of higher education
The Secretary may grant, upon the request of an institution of higher education that is in a partnership described in subsection (b)(2)(B)(ii) and that receives an allotment under this section, a waiver for such institution from statutory or regulatory requirements that inhibit the ability of the institution to successfully and efficiently participate in the activities of the partnership.
Applicability rule
The provisions of this subpart that are not inconsistent with this section shall apply to the program authorized by this section.
Maintenance of effort requirement
Each State receiving an allotment under this section for a fiscal year shall provide the Secretary with an assurance that the aggregate amount expended per student or the aggregate expenditures by the State, from funds derived from non-Federal sources, for the authorized activities described in subsection (d) for the preceding fiscal year were not less than the amount expended per student or the aggregate expenditure by the State for the activities for the second preceding fiscal year.
Special rule
Notwithstanding subsection (h), for purposes of determining a State’s share of the cost of the authorized activities described in subsection (d), the State shall consider only those expenditures from non-Federal sources that exceed the State’s total expenditures for need-based grants, scholarships, and work-study assistance for fiscal year 1999 (including any such assistance provided under this subpart).
Continuation and transition
section 1070c–3a of this titleFor the two-year period that begins on , the Secretary shall continue to award grants under as such section existed on the day before , to States that choose to apply for grants under such predecessor section.
Reports
Not later than three years after , and annually thereafter, the Secretary shall submit a report describing the activities and the impact of the partnerships under this section to the authorizing committees.
Pub. L. 89–329, title IV, § 415EPub. L. 105–244, title IV, § 407(c)(2)112 Stat. 1666 Pub. L. 106–554, § 1(a)(1) [title III, § 316(2), (3)]114 Stat. 2763 Pub. L. 110–315, title IV, § 407(c)122 Stat. 3216 Pub. L. 111–39, title IV, § 401(a)(6)123 Stat. 1938 Pub. L. 116–260, div. FF, title VII, § 704(3)134 Stat. 3200 (, as added , , ; amended , , , 2763A–47; , , ; , , ; , (5), , .)
Editorial Notes
References in Text
Section 1087ss of this titlePub. L. 116–260, div. FF, title VII, § 702(h)134 Stat. 3152 , referred to in subsec. (c)(1)(B)(vii), was generally amended by , , , and, as so amended, no longer contains a subsec. (c).
Prior Provisions
section 415E of Pub. L. 89–329section 1070c–4 of this titleA prior was renumbered section 415F and is classified to .
section 415E of Pub. L. 89–329section 1070c–4 of this titlePub. L. 96–374Another prior was classified to prior to repeal by .
Amendments
Pub. L. 116–260, § 704(5)2020—Subsec. (c)(1)(B)(vii). , substituted “automatic zero student aid index” for “automatic zero expected family contribution”.
Pub. L. 116–260, § 704(3)Subsec. (d)(3)(A)(i). , substituted “a student aid index” for “an expected family contribution”.
Pub. L. 111–392009—Subsec. (b)(1)(B). substituted “Except as provided in clause (ii), if a” for “If a” in cl. (i), added cl. (ii), and redesignated former cl. (ii) as (iii).
Pub. L. 110–3152008— amended section generally. Prior to amendment, section consisted of subsecs. (a) to (g) relating to a special leveraging educational assistance partnership program.
Pub. L. 106–554, § 1(a)(1) [title III, § 316(2)]2000—Subsec. (c). , which directed amendment of section 415 of the Higher Education Act of 1965 in section 415E by adding subsec. (c) and striking out former subsec. (c), was executed to this section, which is section 415E of the Higher Education Act of 1965, to reflect the probable intent of Congress. Prior to amendment, subsec. (c) listed the activities for which States receiving a grant under this section were authorized to use the grant funds.
Pub. L. 106–554, § 1(a)(1) [title III, § 316(3)]Subsecs. (f), (g). , which directed amendment of section 415 of the Higher Education Act of 1965 in section 415E by adding subsecs. (f) and (g), was executed by adding subsecs. (f) and (g) to this section, which is section 415E of the Higher Education Act of 1965, to reflect the probable intent of Congress.
Statutory Notes and Related Subsidiaries
Effective Date of 2020 Amendment
Pub. L. 116–260section 701(b) of Pub. L. 116–260section 1001 of this titleAmendment by effective , except as otherwise expressly provided, and applicable with respect to award year 2024–2025 and each subsequent award year, as determined under this chapter, see , set out as a note under .
Effective Date of 2009 Amendment
Pub. L. 111–39Pub. L. 110–315section 3 of Pub. L. 111–39section 1001 of this titleAmendment by effective as if enacted on the date of enactment of (), see , set out as a note under .
Effective Date
Pub. L. 105–244section 3 of Pub. L. 105–244section 1001 of this titleSection effective , except as otherwise provided in , see , set out as an Effective Date of 1998 Amendment note under .