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HEERF III Student Share Grant Policy for the Award and Administration of Funds Adopted on September 8, 2021

I. Background

In May 2021, the U.S. Department of Education (“ED”) announced additional funding available to institutions of higher education to serve students during the COVID-19 pandemic. This funding established the Higher Education Emergency Relief Fund III (“HEERF III”) and was authorized by the American Rescue Plan (“ARP”), which was signed into law on March 11, 2021.

Under ARP, HEERF III Student Share Grant funds may be used for any component of the student’s cost of attendance or for emergency costs that arise due to coronavirus, such as tuition, food, housing, healthcare (including mental health care), or child care.

Under ARP, students enrolled at an institution of higher education on or after March 13, 2020 (the date of declaration of the national emergency due to the coronavirus) are eligible for emergency financial aid grants from the HEERF III, regardless of whether they completed a Free Application for Federal Student Aid (“FAFSA”) or are eligible for Title IV.

The ARP requires that institutions prioritize students with exceptional need. ED encourages institutions to prioritize domestic students, especially undergraduates, in allocating this funding. Domestic students include citizens, permanent residents, refugees, asylum seekers, DACA recipients, other DREAMers, and similar undocumented students.

II. Purpose and Scope

Loyola University of Chicago (“LUC” or “the University”) is eligible to receive up to $13,857,311 in HEERF III Student Share Grant Funds. This policy presents the University’s methodology for making these grants to eligible students under ARP, as well as the process and procedure for distributing and disbursing the HEERF III Student Share Grant Funds.

III. Policy

LUC will make available the HEERF III Student Share Grants to eligible students, consistent with the requirements of ARP, and any subsequent guidance by ED.

The University will not (1) condition the disbursement of HEERF III Student Share Grants to students on continued or future enrollment in the University, (2) use the HEERF III Student Share Grants to satisfy a student’s outstanding account balance, unless the University has obtained the student’s written(or electronic) affirmative consent, or (3) require such consent as a condition of receipt of or eligibility for the HEERF III Student Share Grants.

A. Eligibility

To be eligible to receive a HEERF III Student Share Grant, a student must meet both of the eligibility criteria listed below (“Eligible Student”):

  1. Student was Enrolled at LUC on or after March 13, 2020.

    For purposes of this policy, an “Enrolled” student is defined as:

    i) a student who, after March 13, 2020, received a letter grade [A, B, C, D, F, I, P, NP, W or WF] related to an LUC course

    OR

    ii) a student who is registered in an LUC course as of end of day on September 13, 2021 (i.e. the Fall 2021 official 10th day of term for reporting purposes).

  2. Student submitted a University HEERF III Student Share Grant Application.

B. HEERF III Student Share Eligible Expenses

HEERF III Student Share Grants may be used for any component of the student’s cost of attendance or emergency costs that arise due to coronavirus, such as tuition, food, housing, health care (including mental health care), or childcare (“HEERF III Student Share Eligible Expenses”). Students determine how they may use their emergency financial aid grant within the allowable uses.

As part of the HEERF III Student Share Grant Application process, students will be asked to certify they have Eligible Expenses as described above.

C. HEERF III Student Share Grant Prioritization Methodology

Consistent with federal guidelines, the University will prioritize students with exceptional need, especially undergraduates, in awarding HEERF III Student Share Grants, as follows:

i. ForEligibleStudentswhohavecompletedaFreeApplicationforFederalStudentAid (“FASFA”) and have an official Expected Family Contribution (“EFC”) on file with Loyola’s Financial Aid Department:

The University will utilize the most recent official EFC available for measuring a student’s need.

The University will use the following EFC categories for purposes of prioritization:

EFC RangeEFC Category
Less than or equal to $5,846 1
More than $5,846 but less than or equal to $10,000 2
More than $10,000 but less than or equal to $40,000 3
More than $40,000 4

ii. For Eligible Students who have not completed a FAFSA or do not have an official EFC on file with Loyola’s Financial Aid Department, as part of the Application process, Eligible Students will be asked to self-certify as follows:

  1. The Eligible Student will be asked to self-certify as to whether they are currently participating in any federal or state need-based programs (such as: Supplemental Food Program for Women, Infants and Children, All Kids health insurance, Head Start, Supplemental Nutrition Assistance Program, Supplemental Security Income, Illinois Aid to the Aged, Blind or Disabled, Temporary Aid for Needy Families, Illinois General Assistance and Medicaid)

    OR

  2. The Eligible Student will be asked to self-certify that their current Estimated Annual Household Income (“AHI”) is in one of the following ranges:

Current Estimated Annual Household Income

AHI Category

Less than or equal to $75,000

1
More than $75,000 but less than or equal to $100,000 2

More than $100,000 but less than or equal to $150,000

3

More than $150,000

4

For Eligible Students without a FAFSA or EFC, to the extent reasonably possible, the University will compare the Eligible Student’s self-certification information with information available within the University’s Financial Aid Department, such as receipt of an Illinois MAP Grant, Loyola Commitment or other need-based financial aid awards.

For Eligible Students without a FAFSA or EFC, the University may also share the Eligible Student’s self-certification information with other appropriate University Departments for purposes of providing information to the student about other available assistance programs.

IV. Procedures

A. Applying for a HEERF III Student Share Grant

An Eligible Student may apply for a HEERF III Student Share Grant by completing an online application on the University’s website (the “Application1”). Once the Application is made available to students, the University will accept such online Applications for an initial period of at least two weeks (the “Priority Application Period”).

Completion of an Application does not guarantee that the Eligible Student will receive a HEERF III Student Share Grant.

The University retains discretion to extend or make available subsequent application periods based on available HEERF III Student Share Grant funds.

B. Application Information

As part of their Application, Eligible Students will indicate their interest in receiving a HEERF III Student Share Grant and certify that they have incurred HEERF III Student Share Eligible Expenses.

The University will not require the student to provide receipts or other expense documentation. Students are encouraged to retain documentation supporting the HEERF III Student Share Eligible Expenses.

See Appendix A and B of this Policy for sample applications:

  • Appendix A: Sample Application: Eligible Students with a FAFSA/EFC

  • Appendix B: Sample Application: Students without a FAFSA/EFC

C. Review and Decision Regarding HEERF III Student Share Grant Amounts

The University will accept Applications during the Priority Application Period and verify student eligibility in order to establish eligible applications (“Eligible Applications”).

Based on the number of Eligible Applications received and available HEERF III Student Share Grant funds, the University will determine a fixed dollar amount to be distributed to students within some or all of the categories defined in Section III. C, HEERF III Student Share Grant Prioritization Methodology, with priority given to students, especially undergraduates, in EFC Category 1 and AHI Category 1. The University may also take into account amounts an Eligible Student received for HEERF I and/or HEERF II Student Share Grants.

Depending on available HEERF III Student Share Grant funds, and the number of Eligible Applications received, it is possible that certain EFC or AHI Categories may not be allocated any HEERF III Student Share Grant funds.

D. Disbursing HEERF III Student Share Grants

The University will make every effort to disburse the HEERF III Student Share Grants as soon as practicable following the close of the Priority Application Period.

The University will notify students via their Loyola email address of the amount of the HEERF III Student Share Grant available to them.

As part of this notification, students receiving a HEERF III Student Share Grant will have the option of completing an online Disbursement Instruction2, to instruct the University to apply none, some, or all of the HEERF III Student Share Grant funds as a payment towards any outstanding balance owed by the student to the University (“Student Account Balance”). Any Student Account Balance remaining after applying such payment remains the responsibility of the student. If applying this payment to the Student Account Balance results in a credit balance, the credit will be refunded to the student as part of the Bursar’s refund process, to be used by the student for HEERF III Student Share Eligible Expenses.

Students notified of their HEERF III Student Share Grant award but who 1) do not complete a Disbursement Instruction or 2) request via the Disbursement Instruction that some or all of the HEERF III Student Share Grant award be paid directly to them, will receive the HEERF III Student Share Grant (or portion thereof) via electronic transfer to the student’s bank account indicated in LOCUS. Students who do not have bank account information in LOCUS will be paid via check, mailed to the student’s permanent address in LOCUS.

See Appendix C of this Policy for a Sample Disbursement Instruction.

The University will disburse the HEERF III Student Share Grants to students via the LOCUS Student Account system, but in no event shall the University apply any portion of such funds to pay down any balance owed by the student to the University, without the student’s written Disbursement Instruction.

E. Reporting and Tax Compliance

The University will comply with ED and IRS reporting requirements regarding HEERF III Student Share Grants.

The University will issue the appropriate tax documents to students for these HEERF III Student Share Grants as required by the Internal Revenue Service.

V. Resources

COVID-19 INFORMATION

For Coronavirus (COVID-19) information and university updates, visit LUC.edu/coronavirus.

To inquire about general Loyola information related to COVID-19, please email COVID-19support@luc.edu

Students, faculty, and staff who have tested positive for COVID-19 must report their case to the University as soon as possible at COVID-19report@LUC.edu or by calling 773-508-7707.

For information on the university's plans for returning to campus, visit LUC.edu/returntocampus.

View the Return to Campus Checklist here.