Federal Need Analysis Methodology for the 2016-17 Award Year-Federal Pell Grant, Federal Perkins Loan, Federal Work-Study, Federal Supplemental Educational Opportunity Grant, William D. Ford Federal Direct Loan, Iraq and Afghanistan Service Grant and TEACH Grant Programs, 30217-30223 [2015-12803]
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Federal Register / Vol. 80, No. 101 / Wednesday, May 27, 2015 / Notices
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DEPARTMENT OF EDUCATION
Federal Need Analysis Methodology
for the 2016–17 Award Year—Federal
Pell Grant, Federal Perkins Loan,
Federal Work-Study, Federal
Supplemental Educational Opportunity
Grant, William D. Ford Federal Direct
Loan, Iraq and Afghanistan Service
Grant and TEACH Grant Programs
Federal Student Aid,
Department of Education.
ACTION: Notice.
AGENCY:
Catalog of Federal Domestic
Assistance (CFDA) Numbers: 84.063;
84.038; 84.033; 84.007; 84.268; 84.408;
84.379.
SUMMARY: The Secretary announces the
annual updates to the tables used in the
statutory Federal Need Analysis
Methodology that determines a
student’s expected family contribution
(EFC) for award year 2016–17 for these
student financial aid programs. The
intent of this notice is to alert the
financial aid community and the
broader public to these required annual
updates used in the determination of
student aid eligibility.
FOR FURTHER INFORMATION CONTACT:
Marya Dennis, U.S. Department of
Education, Room 63G2, Union Center
Plaza, 830 First Street NE., Washington,
DC 20202–5454. Telephone: (202) 377–
3385.
If you use a telecommunications
device for the deaf (TDD) or a text
telephone (TTY), call the Federal Relay
Service (FRS), toll free, at 1–800–877–
8339.
SUPPLEMENTARY INFORMATION: Part F of
title IV of the Higher Education Act of
1965, as amended (HEA), specifies the
criteria, data elements, calculations, and
tables the Department of Education
(Department) uses in the Federal Need
Analysis Methodology to determine the
EFC.
Section 478 of the HEA requires the
Secretary to annually update the
following four tables for price
inflation—the Income Protection
Allowance (IPA), the Adjusted Net
Worth (NW) of a Business or Farm, the
Education Savings and Asset Protection
Allowance, and the Assessment
Schedules and Rates. The updates are
based, in general, upon increases in the
Consumer Price Index (CPI).
For award year 2016–17, the Secretary
is charged with updating the IPA for
parents of dependent students, adjusted
NW of a business or farm, the education
savings and asset protection allowance,
and the assessment schedules and rates
to account for inflation that took place
between December 2014 and December
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30217
2015. However, because the Secretary
must publish these tables before
December 2015, the increases in the
tables must be based on a percentage
equal to the estimated percentage
increase in the Consumer Price Index
for All Urban Consumers (CPI–U) for
2015. The Secretary must also account
for any under- or over-estimation of
inflation for the preceding year.
In developing the table values for the
2015–16 award year, the Secretary
assumed a 1.8 percent increase in the
CPI–U for the period December 2013
through December 2014. Actual
inflation for this time period was .8
percent. The Secretary estimates that the
increase in the CPI–U for the period
December 2014 through December 2015
will be 2.5 percent.
Additionally, section 601 of the
College Cost Reduction and Access Act
of 2007 (CCRAA, Pub. L. 110–84)
amended sections 475 through 478 of
the HEA affecting the IPA tables for the
2009–10 through 2012–13 award years
and required the Department to use a
percentage of the estimated CPI to
update the table in subsequent years.
These changes to the IPA impact
dependent students, as well as
independent students with dependents
other than a spouse and independent
students without dependents other than
a spouse. This notice includes the new
2016–17 award year values for the IPA
tables, which reflect the CCRAA
amendments. The updated tables are in
sections 1 (Income Protection
Allowance), 2 (Adjusted Net Worth of a
Business or Farm), and 4 (Assessment
Schedules and Rates) of this notice.
As provided for in section 478(d) of
the HEA, the Secretary must also revise
the education savings and asset
protection allowances for each award
year. The Education Savings and Asset
Protection Allowance table for award
year 2016–17 has been updated in
section 3 of this notice.
Section 478(h) of the HEA also
requires the Secretary to increase the
amount specified for the employment
expense allowance, adjusted for
inflation. This calculation is based on
increases in the Bureau of Labor
Statistics’ marginal costs budget for a
two-worker family compared to a oneworker family. The items covered by
this calculation are: Food away from
home, apparel, transportation, and
household furnishings and operations.
The Employment Expense Allowance
table for award year 2016–17 has been
updated in section 5 of this notice.
The HEA requires the following
annual updates:
1. Income Protection Allowance. This
allowance is the amount of living
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expenses associated with the
maintenance of an individual or family
that may be offset against the family’s
income. The allowance varies by family
size. The IPA for the dependent student
is $6,400. The IPAs for parents of
dependent students for award year
2016–17 are as follows:
PARENTS OF DEPENDENT STUDENTS
Number in college
Family size
1
2
3
4
5
6
$17,840
22,220
27,440
32,380
37,870
...........................................................................................
...........................................................................................
...........................................................................................
...........................................................................................
...........................................................................................
For each additional family member
add $4,270. For each additional college
student subtract $3,040.
2
3
$14,790
19,180
24,390
29,320
34,820
4
5
........................
$16,130
21,350
26,290
31,780
........................
........................
$18,300
23,240
28,730
........................
........................
........................
$20,200
25,690
The IPAs for independent students
with dependents other than a spouse for
award year 2016–17 are as follows:
INDEPENDENT STUDENTS WITH DEPENDENTS OTHER THAN A SPOUSE
Number in college
Family size
1
2
3
4
5
6
$25,210
31,390
38,760
45,740
53,490
...........................................................................................
...........................................................................................
...........................................................................................
...........................................................................................
...........................................................................................
Number
in college
Single ....................
3
$20,900
27,100
34,460
41,420
49,190
4
5
........................
$22,790
30,170
37,130
44,910
........................
........................
$25,850
32,830
40,580
........................
........................
........................
$28,540
36,300
already assessed in another part of the
formula; and (2) the formula protects a
portion of the value of the assets.
Married ..................
2
9,960
The portion of these assets included
Married ..................
1
15,960 in the contribution calculation is
computed according to the following
2. Adjusted Net Worth of a Business
schedule. This schedule is used for
or Farm. A portion of the full NW
parents of dependent students,
(assets less debts) of a business or farm
independent students without
IPA
is excluded from the calculation of an
dependents other than a spouse, and
expected contribution because (1) the
independent students with dependents
$9,960 income produced from these assets is
other than a spouse.
For each additional family member
add $6,040. For each additional college
student subtract $4,290.
The IPAs for single independent
students and independent students
without dependents other than a spouse
for award year 2016–17 are as follows:
Marital status
2
1
Marital status
Number
in college
IPA
If the NW of a business or farm is
Then the adjusted NW is
Less than $1 ............................................................................................................................................
$1 to $125,000 .........................................................................................................................................
$125,001 to $380,000 ..............................................................................................................................
$380,001 to $635,000 ..............................................................................................................................
$635,001 or more .....................................................................................................................................
$0.
$0 + 40% of NW.
$50,000 + 50% of NW over $125,000.
$177,500 + 60% of NW over $380,000.
$330,500 + 100% of NW over $635,000.
3. Education Savings and Asset
Protection Allowance. This allowance
protects a portion of NW (assets less
debts) from being considered available
for postsecondary educational expenses.
There are three asset protection
allowance tables: One for parents of
dependent students, one for
independent students without
dependents other than a spouse, and
one for independent students with
dependents other than a spouse.
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PARENTS OF DEPENDENT STUDENTS
And they are
If the age of the older parent is
Married
Single
Then the education savings and asset
protection allowance is
25 or less .....................................................................................................................................................
26 .................................................................................................................................................................
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30219
PARENTS OF DEPENDENT STUDENTS—Continued
And they are
If the age of the older parent is
Married
Single
Then the education savings and asset
protection allowance is
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
.................................................................................................................................................................
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.................................................................................................................................................................
or older ...................................................................................................................................................
700
1,100
1,500
1,900
2,200
2,600
3,000
3,400
3,700
4,100
4,500
4,900
5,200
5,600
5,700
5,900
6,000
6,100
6,300
6,400
6,600
6,800
6,900
7,100
7,300
7,500
7,700
7,900
8,100
8,300
8,500
8,800
9,000
9,300
9,500
9,800
10,100
10,400
10,700
400
600
900
1,100
1,300
1,500
1,700
1,900
2,100
2,300
2,600
2,800
3,000
3,200
3,300
3,400
3,500
3,500
3,600
3,700
3,800
3,900
4,000
4,000
4,100
4,200
4,300
4,400
4,600
4,700
4,800
4,900
5,000
5,100
5,300
5,400
5,500
5,700
5,800
INDEPENDENT STUDENTS WITH DEPENDENTS OTHER THAN A SPOUSE
And they are
If the age of the student is
Married
Single
mstockstill on DSK4VPTVN1PROD with NOTICES
Then the education savings and asset
protection allowance is
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
or less .....................................................................................................................................................
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400
700
1,100
1,500
1,900
2,200
2,600
3,000
3,400
3,700
4,100
4,500
4,900
5,200
5,600
5,700
5,900
27MYN1
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200
400
600
900
1,100
1,300
1,500
1,700
1,900
2,100
2,300
2,600
2,800
3,000
3,200
3,300
3,400
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Federal Register / Vol. 80, No. 101 / Wednesday, May 27, 2015 / Notices
INDEPENDENT STUDENTS WITH DEPENDENTS OTHER THAN A SPOUSE—Continued
And they are
If the age of the student is
Married
Single
Then the education savings and asset
protection allowance is
43 .................................................................................................................................................................
44 .................................................................................................................................................................
45 .................................................................................................................................................................
46 .................................................................................................................................................................
47 .................................................................................................................................................................
48 .................................................................................................................................................................
49 .................................................................................................................................................................
50 .................................................................................................................................................................
51 .................................................................................................................................................................
52 .................................................................................................................................................................
53 .................................................................................................................................................................
54 .................................................................................................................................................................
55 .................................................................................................................................................................
56 .................................................................................................................................................................
57 .................................................................................................................................................................
58 .................................................................................................................................................................
59 .................................................................................................................................................................
60 .................................................................................................................................................................
61 .................................................................................................................................................................
62 .................................................................................................................................................................
63 .................................................................................................................................................................
64≥ENT≤10,400 ...........................................................................................................................................
65 or older ...................................................................................................................................................
6,000
6,100
6,300
6,400
6,600
6,800
6,900
7,100
7,300
7,500
7,700
7,900
8,100
8,300
8,500
8,800
9,000
9,300
9,500
9,800
10,100
5,700
10,700
3,500
3,500
3,600
3,700
3,800
3,900
4,000
4,000
4,100
4,200
4,300
4,400
4,600
4,700
4,800
4,900
5,000
5,100
5,300
5,400
5,500
5,800
INDEPENDENT STUDENTS WITHOUT DEPENDENTS OTHER THAN A SPOUSE
And they are
If the age of the student is
Married
Single
mstockstill on DSK4VPTVN1PROD with NOTICES
Then the education savings and asset
protection allowance is
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
or less .....................................................................................................................................................
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0
400
700
1,100
1,500
1,900
2,200
2,600
3,000
3,400
3,700
4,100
4,500
4,900
5,200
5,600
5,700
5,900
6,000
6,100
6,300
6,400
6,600
6,800
6,900
7,100
7,300
7,500
7,700
7,900
8,100
8,300
8,500
8,800
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200
400
600
900
1,100
1,300
1,500
1,700
1,900
2,100
2,300
2,600
2,800
3,000
3,200
3,300
3,400
3,500
3,500
3,600
3,700
3,800
3,900
4,000
4,000
4,100
4,200
4,300
4,400
4,600
4,700
4,800
4,900
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Federal Register / Vol. 80, No. 101 / Wednesday, May 27, 2015 / Notices
INDEPENDENT STUDENTS WITHOUT DEPENDENTS OTHER THAN A SPOUSE—Continued
And they are
If the age of the student is
Married
Single
Then the education savings and asset
protection allowance is
59
60
61
62
63
64
65
.................................................................................................................................................................
.................................................................................................................................................................
.................................................................................................................................................................
.................................................................................................................................................................
.................................................................................................................................................................
.................................................................................................................................................................
or older ...................................................................................................................................................
4. Assessment Schedules and Rates.
Two schedules that are subject to
updates—one for parents of dependent
students and one for independent
students with dependents other than a
spouse—are used to determine the EFC
from family financial resources toward
educational expenses. For dependent
students, the EFC is derived from an
assessment of the parents’ adjusted
available income (AAI). For
independent students with dependents
other than a spouse, the EFC is derived
from an assessment of the family’s AAI.
9,000
9,300
9,500
9,800
10,100
10,400
10,700
5,000
5,100
5,300
5,400
5,500
5,700
5,800
The AAI represents a measure of a
family’s financial strength, which
considers both income and assets.
The parents’ contribution for a
dependent student is computed
according to the following schedule:
If AAI is
Then the contribution is
Less than ¥$3,409 ..................................................................................................................................
¥$3,409 to $15,900 ................................................................................................................................
$15,901 to $20,000 ..................................................................................................................................
$20,001 to $24,100 ..................................................................................................................................
$24,101 to $28,200 ..................................................................................................................................
$28,201 to $32,200 ..................................................................................................................................
$32,201 or more .......................................................................................................................................
¥$750.
22% of AAI.
$3,498 + 25%
$4,523 + 29%
$5,712 + 34%
$7,106 + 40%
$8,706 + 47%
The contribution for an independent
student with dependents other than a
of
of
of
of
of
AAI
AAI
AAI
AAI
AAI
over
over
over
over
over
spouse is computed according to the
following schedule:
If AAI is
Then the contribution is
Less than ¥$3,409 ..................................................................................................................................
¥$3,409 to $15,900 ................................................................................................................................
$15,901 to $20,000 ..................................................................................................................................
$20,001 to $24,100 ..................................................................................................................................
$24,101 to $28,200 ..................................................................................................................................
$28,201 to $32,200 ..................................................................................................................................
$32,201 or more .......................................................................................................................................
mstockstill on DSK4VPTVN1PROD with NOTICES
$15,900.
$20,000.
$24,100.
$28,200.
$32,200.
¥$750.
22% of AAI.
$3,498 + 25%
$4,523 + 29%
$5,712 + 34%
$7,106 + 40%
$8,706 + 47%
5. Employment Expense Allowance.
This allowance for employment-related
expenses—which is used for the parents
of dependent students and for married
independent students—recognizes
additional expenses incurred by
working spouses and single-parent
households. The allowance is based on
the marginal differences in costs for a
two-worker family compared to a oneworker family. The items covered by
these additional expenses are: Food
away from home, apparel,
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transportation, and household
furnishings and operations.
The employment expense allowance
for parents of dependent students,
married independent students without
dependents other than a spouse, and
independent students with dependents
other than a spouse is the lesser of
$4,000 or 35 percent of earned income.
6. Allowance for State and Other
Taxes. The allowance for State and
other taxes protects a portion of parents’
and students’ incomes from being
considered available for postsecondary
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of
of
of
of
of
AAI
AAI
AAI
AAI
AAI
over
over
over
over
over
$15,900.
$20,000.
$24,100.
$28,200.
$32,200.
educational expenses. There are four
categories for State and other taxes, one
each for parents of dependent students,
independent students with dependents
other than a spouse, dependent
students, and independent students
without dependents other than a
spouse. Section 478(g) of the HEA
directs the Secretary to update the tables
for State and other taxes after reviewing
the Statistics of Income file data
maintained by the Internal Revenue
Service.
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Parents of dependents and
independents with dependents
other than a spouse
State
Percent of total income
Under $15,000
mstockstill on DSK4VPTVN1PROD with NOTICES
Alabama .....................................................................................................................
Alaska ........................................................................................................................
Arizona .......................................................................................................................
Arkansas ....................................................................................................................
California ....................................................................................................................
Colorado ....................................................................................................................
Connecticut ................................................................................................................
Delaware ....................................................................................................................
District of Columbia ...................................................................................................
Florida ........................................................................................................................
Georgia ......................................................................................................................
Hawaii ........................................................................................................................
Idaho ..........................................................................................................................
Illinois .........................................................................................................................
Indiana .......................................................................................................................
Iowa ...........................................................................................................................
Kansas .......................................................................................................................
Kentucky ....................................................................................................................
Louisiana ....................................................................................................................
Maine .........................................................................................................................
Maryland ....................................................................................................................
Massachusetts ...........................................................................................................
Michigan .....................................................................................................................
Minnesota ..................................................................................................................
Mississippi ..................................................................................................................
Missouri ......................................................................................................................
Montana .....................................................................................................................
Nebraska ....................................................................................................................
Nevada .......................................................................................................................
New Hampshire .........................................................................................................
New Jersey ................................................................................................................
New Mexico ...............................................................................................................
New York ...................................................................................................................
North Carolina ............................................................................................................
North Dakota ..............................................................................................................
Ohio ...........................................................................................................................
Oklahoma ...................................................................................................................
Oregon .......................................................................................................................
Pennsylvania ..............................................................................................................
Rhode Island ..............................................................................................................
South Carolina ...........................................................................................................
South Dakota .............................................................................................................
Tennessee .................................................................................................................
Texas .........................................................................................................................
Utah ...........................................................................................................................
Vermont .....................................................................................................................
Virginia .......................................................................................................................
Washington ................................................................................................................
West Virginia ..............................................................................................................
Wisconsin ...................................................................................................................
Wyoming ....................................................................................................................
Other ..........................................................................................................................
Accessible Format: Individuals with
disabilities can obtain this document in
an accessible format (e.g., braille, large
print, audiotape, or compact disc) on
request to the contact person listed
under FOR FURTHER INFORMATION
CONTACT in this notice.
Electronic Access to This Document:
The official version of this document is
the document published in the Federal
Register. Free Internet access to the
VerDate Sep<11>2014
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Dependents and
independents
without
dependents other
than a spouse
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official edition of the Federal Register
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PO 00000
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(%)
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Program Authority: 20 U.S.C. 1087rr.
E:\FR\FM\27MYN1.SGM
27MYN1
Federal Register / Vol. 80, No. 101 / Wednesday, May 27, 2015 / Notices
Dated: May 21, 2015.
James W. Runcie,
Chief Operating Officer, Federal Student Aid.
[FR Doc. 2015–12803 Filed 5–26–15; 8:45 am]
BILLING CODE 4000–01–P
DEPARTMENT OF ENERGY
Federal Energy Regulatory
Commission
[Docket No. ER15–1754–000]
mstockstill on DSK4VPTVN1PROD with NOTICES
Alpaca Energy LLC; Supplemental
Notice That Initial Market-Based Rate
Filing Includes Request for Blanket
Section 204 Authorization
This is a supplemental notice in the
above-referenced proceeding of Alpaca
Energy LLC’s application for marketbased rate authority, with an
accompanying rate tariff, noting that
such application includes a request for
blanket authorization, under 18 CFR
part 34, of future issuances of securities
and assumptions of liability.
Any person desiring to intervene or to
protest should file with the Federal
Energy Regulatory Commission, 888
First Street NE., Washington, DC 20426,
in accordance with Rules 211 and 214
of the Commission’s Rules of Practice
and Procedure (18 CFR 385.211 and
385.214). Anyone filing a motion to
intervene or protest must serve a copy
of that document on the Applicant.
Notice is hereby given that the
deadline for filing protests with regard
to the applicant’s request for blanket
authorization, under 18 CFR part 34, of
future issuances of securities and
assumptions of liability, is June 9, 2015.
The Commission encourages
electronic submission of protests and
interventions in lieu of paper, using the
FERC Online links at https://
www.ferc.gov. To facilitate electronic
service, persons with Internet access
who will eFile a document and/or be
listed as a contact for an intervenor
must create and validate an
eRegistration account using the
eRegistration link. Select the eFiling
link to log on and submit the
intervention or protests.
Persons unable to file electronically
should submit an original and 5 copies
of the intervention or protest to the
Federal Energy Regulatory Commission,
888 First Street NE., Washington, DC
20426.
The filings in the above-referenced
proceeding are accessible in the
Commission’s eLibrary system by
clicking on the appropriate link in the
above list. They are also available for
electronic review in the Commission’s
VerDate Sep<11>2014
16:45 May 26, 2015
Jkt 235001
Public Reference Room in Washington,
DC. There is an eSubscription link on
the Web site that enables subscribers to
receive email notification when a
document is added to a subscribed
docket(s). For assistance with any FERC
Online service, please email
FERCOnlineSupport@ferc.gov. or call
(866) 208–3676 (toll free). For TTY, call
(202) 502–8659.
30223
Applicants: ISO New England Inc.,
Northeast Utilities Service Company.
Description: Compliance filing per 35:
Third Order No. 1000 Regional
Compliance Filing to be effective
5/18/2015.
Filed Date: 5/18/15.
Accession Number: 20150518–5253.
Comments Due: 5 p.m. ET 6/8/15.
Docket Numbers: ER13–1939–001.
Applicants: Southwest Power Pool,
Dated: May 20, 2015.
Inc.
Kimberly D. Bose,
Description: Compliance filing per 35:
Secretary.
Order 1000 Interregional Compliance
[FR Doc. 2015–12710 Filed 5–26–15; 8:45 am]
Filing—Docket ER13–1939 to be
BILLING CODE 6717–01–P
effective 1/1/2015.
Filed Date: 5/18/15.
Accession Number: 20150518–5277.
DEPARTMENT OF ENERGY
Comments Due: 5 p.m. ET 6/8/15.
Federal Energy Regulatory
Docket Numbers: ER13–1940–003.
Commission
Applicants: Ohio Valley Electric
Corporation.
Combined Notice of Filings #1
Description: Compliance filing per 35:
Interregional Compliance Filing to be
Take notice that the Commission
effective N/A.
received the following electric rate
Filed Date: 5/18/15.
filings:
Accession Number: 20150518–5268.
Docket Numbers: ER10–2265–004;
Comments Due: 5 p.m. ET 6/8/15.
ER14–1818–004; ER13–1965–007;
Docket Numbers: ER13–196–004.
ER13–1791–005; ER12–261–012; ER11–
Applicants: ISO New England Inc.,
4308–013; ER11–4307–013; ER11–2805–
Northeast Utilities Service Company.
012; ER11–2508–012; ER11–2108–004;
Description: Compliance filing per 35:
ER11–2107–004; ER11–2062–013;
Third Order No. 1000 Regional
ER10–2888–013; ER10–2340–006;
Compliance Filing—TOA to be effective
ER10–2339–006; ER10–2338–006;
5/18/2015.
ER10–1291–014
Filed Date: 5/18/15.
Applicants: NRG Power Marketing
Accession Number: 20150518–5258.
LLC, Boston Energy Trading and
Comments Due: 5 p.m. ET 6/8/15.
Marketing LLC, CP Power Sales
Docket Numbers: ER14–2869–001.
Seventeen, L.L.C., CP Power Sales
Applicants: Black Hills Power, Inc.
Nineteen, L.L.C., CP Power Sales
Description: Compliance filing per 35:
Twenty, L.L.C., Energy Plus Holdings
Compliance Filing Revising Attachment
LLC, GenConn Energy LLC, GenOn
H Formula Rate Protocols to be effective
Energy Management, LLC, Green
1/1/2015.
Mountain Energy Company,
Filed Date: 5/18/15.
Independence Energy Group LLC,
Accession Number: 20150518–5262.
Norwalk Power LLC, NRG Florida LP,
Comments Due: 5 p.m. ET 6/8/15.
NRG Wholesale Generation LP, Reliant
Energy Northeast LLC, RRI Energy
Docket Numbers: ER15–1308–001.
Services, LLC..
Applicants: Kingfisher Wind, LLC.
Description: Supplement and
Description: Tariff Amendment per
Amendment to December 31, 2014
35.17(b): Kingfisher Wind FERC Electric
Updated Market Power Analysis in
Tariff Volume No. 1 MBR Tariff to be
Southeast Region of NRG MBR Entities.
effective 6/30/2015.
Filed Date: 5/18/15.
Filed Date: 5/19/15.
Accession Number: 20150518–5322.
Accession Number: 20150519–5000.
Comments Due: 5 p.m. ET 6/8/15.
Comments Due: 5 p.m. ET 6/9/15.
Docket Numbers: ER13–102–007.
Docket Numbers: ER15–1734–000.
Applicants: New York Independent
Applicants: PJM Interconnection,
System Operator, Inc., Winston &
L.L.C.
Strawn LLP.
Description: Section 205(d) rate filing
Description: Compliance filing per 35: per 35.13(a)(2)(iii): Original Service
NYISO/TOs joint compliance filing
Agreement Nos. 4145, 4146, 4147;
Order No. 1000 to be effective 1/1/2014. Queue No. Z2–040 to be effective
Filed Date: 5/18/15.
4/17/2015.
Accession Number: 20150518–5250.
Filed Date: 5/18/15.
Comments Due: 5 p.m. ET 6/8/15.
Accession Number: 20150518–5243.
Comments Due: 5 p.m. ET 6/8/15.
Docket Numbers: ER13–193–005.
PO 00000
Frm 00018
Fmt 4703
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E:\FR\FM\27MYN1.SGM
27MYN1
Agencies
[Federal Register Volume 80, Number 101 (Wednesday, May 27, 2015)]
[Notices]
[Pages 30217-30223]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-12803]
=======================================================================
-----------------------------------------------------------------------
DEPARTMENT OF EDUCATION
Federal Need Analysis Methodology for the 2016-17 Award Year--
Federal Pell Grant, Federal Perkins Loan, Federal Work-Study, Federal
Supplemental Educational Opportunity Grant, William D. Ford Federal
Direct Loan, Iraq and Afghanistan Service Grant and TEACH Grant
Programs
AGENCY: Federal Student Aid, Department of Education.
ACTION: Notice.
-----------------------------------------------------------------------
Catalog of Federal Domestic Assistance (CFDA) Numbers: 84.063;
84.038; 84.033; 84.007; 84.268; 84.408; 84.379.
SUMMARY: The Secretary announces the annual updates to the tables used
in the statutory Federal Need Analysis Methodology that determines a
student's expected family contribution (EFC) for award year 2016-17 for
these student financial aid programs. The intent of this notice is to
alert the financial aid community and the broader public to these
required annual updates used in the determination of student aid
eligibility.
FOR FURTHER INFORMATION CONTACT: Marya Dennis, U.S. Department of
Education, Room 63G2, Union Center Plaza, 830 First Street NE.,
Washington, DC 20202-5454. Telephone: (202) 377-3385.
If you use a telecommunications device for the deaf (TDD) or a text
telephone (TTY), call the Federal Relay Service (FRS), toll free, at 1-
800-877-8339.
SUPPLEMENTARY INFORMATION: Part F of title IV of the Higher Education
Act of 1965, as amended (HEA), specifies the criteria, data elements,
calculations, and tables the Department of Education (Department) uses
in the Federal Need Analysis Methodology to determine the EFC.
Section 478 of the HEA requires the Secretary to annually update
the following four tables for price inflation--the Income Protection
Allowance (IPA), the Adjusted Net Worth (NW) of a Business or Farm, the
Education Savings and Asset Protection Allowance, and the Assessment
Schedules and Rates. The updates are based, in general, upon increases
in the Consumer Price Index (CPI).
For award year 2016-17, the Secretary is charged with updating the
IPA for parents of dependent students, adjusted NW of a business or
farm, the education savings and asset protection allowance, and the
assessment schedules and rates to account for inflation that took place
between December 2014 and December 2015. However, because the Secretary
must publish these tables before December 2015, the increases in the
tables must be based on a percentage equal to the estimated percentage
increase in the Consumer Price Index for All Urban Consumers (CPI-U)
for 2015. The Secretary must also account for any under- or over-
estimation of inflation for the preceding year.
In developing the table values for the 2015-16 award year, the
Secretary assumed a 1.8 percent increase in the CPI-U for the period
December 2013 through December 2014. Actual inflation for this time
period was .8 percent. The Secretary estimates that the increase in the
CPI-U for the period December 2014 through December 2015 will be 2.5
percent.
Additionally, section 601 of the College Cost Reduction and Access
Act of 2007 (CCRAA, Pub. L. 110-84) amended sections 475 through 478 of
the HEA affecting the IPA tables for the 2009-10 through 2012-13 award
years and required the Department to use a percentage of the estimated
CPI to update the table in subsequent years. These changes to the IPA
impact dependent students, as well as independent students with
dependents other than a spouse and independent students without
dependents other than a spouse. This notice includes the new 2016-17
award year values for the IPA tables, which reflect the CCRAA
amendments. The updated tables are in sections 1 (Income Protection
Allowance), 2 (Adjusted Net Worth of a Business or Farm), and 4
(Assessment Schedules and Rates) of this notice.
As provided for in section 478(d) of the HEA, the Secretary must
also revise the education savings and asset protection allowances for
each award year. The Education Savings and Asset Protection Allowance
table for award year 2016-17 has been updated in section 3 of this
notice.
Section 478(h) of the HEA also requires the Secretary to increase
the amount specified for the employment expense allowance, adjusted for
inflation. This calculation is based on increases in the Bureau of
Labor Statistics' marginal costs budget for a two-worker family
compared to a one-worker family. The items covered by this calculation
are: Food away from home, apparel, transportation, and household
furnishings and operations. The Employment Expense Allowance table for
award year 2016-17 has been updated in section 5 of this notice.
The HEA requires the following annual updates:
1. Income Protection Allowance. This allowance is the amount of
living
[[Page 30218]]
expenses associated with the maintenance of an individual or family
that may be offset against the family's income. The allowance varies by
family size. The IPA for the dependent student is $6,400. The IPAs for
parents of dependent students for award year 2016-17 are as follows:
Parents of Dependent Students
----------------------------------------------------------------------------------------------------------------
Number in college
Family size -------------------------------------------------------------------------------
1 2 3 4 5
----------------------------------------------------------------------------------------------------------------
2............................... $17,840 $14,790 .............. .............. ..............
3............................... 22,220 19,180 $16,130 .............. ..............
4............................... 27,440 24,390 21,350 $18,300 ..............
5............................... 32,380 29,320 26,290 23,240 $20,200
6............................... 37,870 34,820 31,780 28,730 25,690
----------------------------------------------------------------------------------------------------------------
For each additional family member add $4,270. For each additional
college student subtract $3,040.
The IPAs for independent students with dependents other than a
spouse for award year 2016-17 are as follows:
Independent Students With Dependents Other Than a Spouse
----------------------------------------------------------------------------------------------------------------
Number in college
Family size -------------------------------------------------------------------------------
1 2 3 4 5
----------------------------------------------------------------------------------------------------------------
2............................... $25,210 $20,900 .............. .............. ..............
3............................... 31,390 27,100 $22,790 .............. ..............
4............................... 38,760 34,460 30,170 $25,850 ..............
5............................... 45,740 41,420 37,130 32,830 $28,540
6............................... 53,490 49,190 44,910 40,580 36,300
----------------------------------------------------------------------------------------------------------------
For each additional family member add $6,040. For each additional
college student subtract $4,290.
The IPAs for single independent students and independent students
without dependents other than a spouse for award year 2016-17 are as
follows:
------------------------------------------------------------------------
Number in
Marital status college IPA
------------------------------------------------------------------------
Single.......................................... 1 $9,960
Married......................................... 2 9,960
Married......................................... 1 15,960
------------------------------------------------------------------------
2. Adjusted Net Worth of a Business or Farm. A portion of the full
NW (assets less debts) of a business or farm is excluded from the
calculation of an expected contribution because (1) the income produced
from these assets is already assessed in another part of the formula;
and (2) the formula protects a portion of the value of the assets.
The portion of these assets included in the contribution
calculation is computed according to the following schedule. This
schedule is used for parents of dependent students, independent
students without dependents other than a spouse, and independent
students with dependents other than a spouse.
----------------------------------------------------------------------------------------------------------------
If the NW of a business or farm is Then the adjusted NW is
----------------------------------------------------------------------------------------------------------------
Less than $1................................ $0.
$1 to $125,000.............................. $0 + 40% of NW.
$125,001 to $380,000........................ $50,000 + 50% of NW over $125,000.
$380,001 to $635,000........................ $177,500 + 60% of NW over $380,000.
$635,001 or more............................ $330,500 + 100% of NW over $635,000.
----------------------------------------------------------------------------------------------------------------
3. Education Savings and Asset Protection Allowance. This allowance
protects a portion of NW (assets less debts) from being considered
available for postsecondary educational expenses. There are three asset
protection allowance tables: One for parents of dependent students, one
for independent students without dependents other than a spouse, and
one for independent students with dependents other than a spouse.
Parents of Dependent Students
------------------------------------------------------------------------
And they are
If the age of the older parent is -------------------------------------
Married Single
------------------------------------------------------------------------
Then the education savings and asset
protection allowance is
-------------------------------------
25 or less........................ 0 0
26................................ 400 200
[[Page 30219]]
27................................ 700 400
28................................ 1,100 600
29................................ 1,500 900
30................................ 1,900 1,100
31................................ 2,200 1,300
32................................ 2,600 1,500
33................................ 3,000 1,700
34................................ 3,400 1,900
35................................ 3,700 2,100
36................................ 4,100 2,300
37................................ 4,500 2,600
38................................ 4,900 2,800
39................................ 5,200 3,000
40................................ 5,600 3,200
41................................ 5,700 3,300
42................................ 5,900 3,400
43................................ 6,000 3,500
44................................ 6,100 3,500
45................................ 6,300 3,600
46................................ 6,400 3,700
47................................ 6,600 3,800
48................................ 6,800 3,900
49................................ 6,900 4,000
50................................ 7,100 4,000
51................................ 7,300 4,100
52................................ 7,500 4,200
53................................ 7,700 4,300
54................................ 7,900 4,400
55................................ 8,100 4,600
56................................ 8,300 4,700
57................................ 8,500 4,800
58................................ 8,800 4,900
59................................ 9,000 5,000
60................................ 9,300 5,100
61................................ 9,500 5,300
62................................ 9,800 5,400
63................................ 10,100 5,500
64................................ 10,400 5,700
65 or older....................... 10,700 5,800
------------------------------------------------------------------------
Independent Students With Dependents Other Than a Spouse
------------------------------------------------------------------------
And they are
If the age of the student is -------------------------------------
Married Single
------------------------------------------------------------------------
Then the education savings and asset
protection allowance is
-------------------------------------
25 or less........................ 0 0
26................................ 400 200
27................................ 700 400
28................................ 1,100 600
29................................ 1,500 900
30................................ 1,900 1,100
31................................ 2,200 1,300
32................................ 2,600 1,500
33................................ 3,000 1,700
34................................ 3,400 1,900
35................................ 3,700 2,100
36................................ 4,100 2,300
37................................ 4,500 2,600
38................................ 4,900 2,800
39................................ 5,200 3,000
40................................ 5,600 3,200
41................................ 5,700 3,300
42................................ 5,900 3,400
[[Page 30220]]
43................................ 6,000 3,500
44................................ 6,100 3,500
45................................ 6,300 3,600
46................................ 6,400 3,700
47................................ 6,600 3,800
48................................ 6,800 3,900
49................................ 6,900 4,000
50................................ 7,100 4,000
51................................ 7,300 4,100
52................................ 7,500 4,200
53................................ 7,700 4,300
54................................ 7,900 4,400
55................................ 8,100 4,600
56................................ 8,300 4,700
57................................ 8,500 4,800
58................................ 8,800 4,900
59................................ 9,000 5,000
60................................ 9,300 5,100
61................................ 9,500 5,300
62................................ 9,800 5,400
63................................ 10,100 5,500
64ENT>10,400........... 5,700
65 or older....................... 10,700 5,800
------------------------------------------------------------------------
Independent Students Without Dependents Other Than a Spouse
------------------------------------------------------------------------
And they are
If the age of the student is -------------------------------------
Married Single
------------------------------------------------------------------------
Then the education savings and asset
protection allowance is
-------------------------------------
25 or less........................ 0 0
26................................ 400 200
27................................ 700 400
28................................ 1,100 600
29................................ 1,500 900
30................................ 1,900 1,100
31................................ 2,200 1,300
32................................ 2,600 1,500
33................................ 3,000 1,700
34................................ 3,400 1,900
35................................ 3,700 2,100
36................................ 4,100 2,300
37................................ 4,500 2,600
38................................ 4,900 2,800
39................................ 5,200 3,000
40................................ 5,600 3,200
41................................ 5,700 3,300
42................................ 5,900 3,400
43................................ 6,000 3,500
44................................ 6,100 3,500
45................................ 6,300 3,600
46................................ 6,400 3,700
47................................ 6,600 3,800
48................................ 6,800 3,900
49................................ 6,900 4,000
50................................ 7,100 4,000
51................................ 7,300 4,100
52................................ 7,500 4,200
53................................ 7,700 4,300
54................................ 7,900 4,400
55................................ 8,100 4,600
56................................ 8,300 4,700
57................................ 8,500 4,800
58................................ 8,800 4,900
[[Page 30221]]
59................................ 9,000 5,000
60................................ 9,300 5,100
61................................ 9,500 5,300
62................................ 9,800 5,400
63................................ 10,100 5,500
64................................ 10,400 5,700
65 or older....................... 10,700 5,800
------------------------------------------------------------------------
4. Assessment Schedules and Rates. Two schedules that are subject
to updates--one for parents of dependent students and one for
independent students with dependents other than a spouse--are used to
determine the EFC from family financial resources toward educational
expenses. For dependent students, the EFC is derived from an assessment
of the parents' adjusted available income (AAI). For independent
students with dependents other than a spouse, the EFC is derived from
an assessment of the family's AAI. The AAI represents a measure of a
family's financial strength, which considers both income and assets.
The parents' contribution for a dependent student is computed
according to the following schedule:
----------------------------------------------------------------------------------------------------------------
If AAI is Then the contribution is
----------------------------------------------------------------------------------------------------------------
Less than -$3,409........................... -$750.
-$3,409 to $15,900.......................... 22% of AAI.
$15,901 to $20,000.......................... $3,498 + 25% of AAI over $15,900.
$20,001 to $24,100.......................... $4,523 + 29% of AAI over $20,000.
$24,101 to $28,200.......................... $5,712 + 34% of AAI over $24,100.
$28,201 to $32,200.......................... $7,106 + 40% of AAI over $28,200.
$32,201 or more............................. $8,706 + 47% of AAI over $32,200.
----------------------------------------------------------------------------------------------------------------
The contribution for an independent student with dependents other
than a spouse is computed according to the following schedule:
----------------------------------------------------------------------------------------------------------------
If AAI is Then the contribution is
----------------------------------------------------------------------------------------------------------------
Less than -$3,409........................... -$750.
-$3,409 to $15,900.......................... 22% of AAI.
$15,901 to $20,000.......................... $3,498 + 25% of AAI over $15,900.
$20,001 to $24,100.......................... $4,523 + 29% of AAI over $20,000.
$24,101 to $28,200.......................... $5,712 + 34% of AAI over $24,100.
$28,201 to $32,200.......................... $7,106 + 40% of AAI over $28,200.
$32,201 or more............................. $8,706 + 47% of AAI over $32,200.
----------------------------------------------------------------------------------------------------------------
5. Employment Expense Allowance. This allowance for employment-
related expenses--which is used for the parents of dependent students
and for married independent students--recognizes additional expenses
incurred by working spouses and single-parent households. The allowance
is based on the marginal differences in costs for a two-worker family
compared to a one-worker family. The items covered by these additional
expenses are: Food away from home, apparel, transportation, and
household furnishings and operations.
The employment expense allowance for parents of dependent students,
married independent students without dependents other than a spouse,
and independent students with dependents other than a spouse is the
lesser of $4,000 or 35 percent of earned income.
6. Allowance for State and Other Taxes. The allowance for State and
other taxes protects a portion of parents' and students' incomes from
being considered available for postsecondary educational expenses.
There are four categories for State and other taxes, one each for
parents of dependent students, independent students with dependents
other than a spouse, dependent students, and independent students
without dependents other than a spouse. Section 478(g) of the HEA
directs the Secretary to update the tables for State and other taxes
after reviewing the Statistics of Income file data maintained by the
Internal Revenue Service.
[[Page 30222]]
----------------------------------------------------------------------------------------------------------------
Parents of dependents and Dependents and
independents with dependents other independents
than a spouse without
State -------------------------------------- dependents other
Percent of total income than a spouse
--------------------------------------------------------
Under $15,000 $15,000 & Up All (%)
----------------------------------------------------------------------------------------------------------------
Alabama................................................ 3 2 2
Alaska................................................. 2 1 0
Arizona................................................ 4 3 2
Arkansas............................................... 4 3 3
California............................................. 7 6 5
Colorado............................................... 4 3 3
Connecticut............................................ 8 7 5
Delaware............................................... 5 4 3
District of Columbia................................... 7 6 5
Florida................................................ 3 2 1
Georgia................................................ 5 4 3
Hawaii................................................. 5 4 4
Idaho.................................................. 5 4 3
Illinois............................................... 6 5 3
Indiana................................................ 4 3 3
Iowa................................................... 5 4 3
Kansas................................................. 5 4 3
Kentucky............................................... 5 4 4
Louisiana.............................................. 3 2 2
Maine.................................................. 6 5 4
Maryland............................................... 8 7 5
Massachusetts.......................................... 6 5 4
Michigan............................................... 4 3 3
Minnesota.............................................. 6 5 4
Mississippi............................................ 3 2 2
Missouri............................................... 4 3 3
Montana................................................ 4 3 3
Nebraska............................................... 5 4 3
Nevada................................................. 2 1 1
New Hampshire.......................................... 5 4 1
New Jersey............................................. 9 8 4
New Mexico............................................. 3 2 2
New York............................................... 9 8 6
North Carolina......................................... 5 4 4
North Dakota........................................... 2 1 1
Ohio................................................... 5 4 3
Oklahoma............................................... 3 2 2
Oregon................................................. 7 6 5
Pennsylvania........................................... 5 4 3
Rhode Island........................................... 7 6 3
South Carolina......................................... 4 3 3
South Dakota........................................... 2 1 1
Tennessee.............................................. 2 1 1
Texas.................................................. 3 2 1
Utah................................................... 5 4 3
Vermont................................................ 6 5 3
Virginia............................................... 6 5 4
Washington............................................. 3 2 1
West Virginia.......................................... 3 2 2
Wisconsin.............................................. 7 6 4
Wyoming................................................ 1 0 1
Other.................................................. 2 1 1
----------------------------------------------------------------------------------------------------------------
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Program Authority: 20 U.S.C. 1087rr.
[[Page 30223]]
Dated: May 21, 2015.
James W. Runcie,
Chief Operating Officer, Federal Student Aid.
[FR Doc. 2015-12803 Filed 5-26-15; 8:45 am]
BILLING CODE 4000-01-P