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Disclosures for HEERF I, II and III

Higher Education Emergency Relief Fund (HEERF) Grant Disclosure

This page provides student and institutional updates and Quarterly Budget and Expenditure Reports per Coronavirus Aid, Relief and Economic Security Act (CARES) Sections 18004(a)(1) and 18004(a)(2), Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) and American Rescue Plan Act, 2021 (ARP) section (a)(1) and (a)(4) programs.

Quarterly Budget and Expenditure Report, 9/30/20 (PDF)

Quarterly Budget and Expenditure Report, 12/31/20 (PDF)

Quarterly Budget and Expenditure Report, 3/31/21 (PDF)

Quarterly Budget and Expenditure Report, 6/30/21 (PDF)

Quarterly Budget and Expenditure Report, 9/30/21 (PDF)

Quarterly Budget and Expenditure Report, 12/31/21 (PDF)

Quarterly Budget and Expenditure Report, 3/31/22 (PDF)

Quarterly Budget and Expenditure Report, 6/30/22 (PDF)

Quarterly Budget and Expenditure Report, 9/30/22 (PDF)

Quarterly Budget and Expenditure Report, 12/31/22 [PDF]

Quarterly Budget and Expenditure Report, 3/31/23 (PDF)

Quarterly Budget and Expenditure Report, 6/30/23 (PDF)

HEERF III

Southwest Baptist University was allocated funds from the federal American Rescue Plan Act of 2021 (ARP) which was signed into law on March 11, 2021.

  1. ARP funds were awarded after the Coronavirus Response and Relief Supplement Appropriations Act, 2021 (CRRSAA), and the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). ARP created a third round of the Higher Education Emergency Relief Fund (HEERF), known as HEERF III, to provide emergency financial aid grants to students who experienced financial hardship due to the pandemic.  The University received access to this funding on May 24, 2021.
  2. The total amount of funds awarded to the University from the Department of Education for Emergency Financial Aid Grants to Students based on section 2003(a)(1) of ARP Act is $3,582,436.
  3. The total amount of Emergency Financial Aid Grants distributed to students under the ARP program as of December 31, 2021 is $3,582,436.
  4. The estimated total number of students at Southwest Baptist University who are eligible to receive Emergency Financial Aid Grants under the ARP program is 2,265 students.
  5. The total number of students who have received an Emergency Financial Aid Grant under the ARP program is 2,161 students.
  6. The University distributed ARP funds in two rounds.  For the first round of distributions, the method used by the University to determine which students received Emergency Financial Aid Grants and how much they would receive under the ARP program follows:
    • Qualifying students were enrolled in the fall 2021 semester in at least 3 credit hours.  Full time employees were excluded. These students were further categorized as follows:
      • Undergraduate students with exceptional need were prioritized by Pell Grant eligibility and unmet need exceeding $10,000.  These students were awarded $2,250.
      • All other undergraduate students were awarded $1,500.
      • Graduate students and students without a FASFA were awarded $1,000.
    For the second round of distributions, which was an application process, the method used by the University to determine which students would be awarded Emergency Financial Aid Grants follows:
    • Qualifying students were enrolled in the fall 2021 semester in at least 3 credit hours. Full time employees were excluded. These students were further categorized as follows:
      • Undergraduate students with exceptional need were prioritized by estimated family contribution (EFC) of $0. These students were awarded $1,200.
      • Undergraduate students with and EFC of less than $20,000 were awarded $700.
      • Graduate students and students without a FASFA were awarded $350.
  7. For the first round of distributions, students were notified of their qualification for Emergency Financial Aid by receiving the below email. 

    According to the criteria defined by the Department of Education, you qualify for emergency relief funds through the Higher Education Emergency Relief Fund III (HEERF III), authorized by the American Rescue Plan Act of 2021 (ARPA), which was signed into law on March 11, 2021.

    To receive these funds, please log in to the MySBU student portal. In the list of Applications, choose the Self-Service link. Click on your username, then choose "Required Agreements". Carefully read the agreement, then select between the disbursement options to accept or decline the emergency relief funds offered through HEERF III.

    The current emergency grant funding under HEERF III allows students to consent to have Southwest Baptist University apply funds directly to their student accounts by accepting the agreement. If you do not consent to have funds applied to your account, then you can decline the agreement to have the emergency funding disbursed directly to you.

    Additional information is posted on the SBUniv.edu website and on the portal.

    For the second round of distributions, which was an application process, students were notified of the opportunity through the University’s student portal, digital signage and social media.  The messaging posted follows:

    HEERF III Funds Available by Application - Deadline Dec 5

    A small portion of HEERF III funds remain, and we invite those with exceptional need to apply.  Requested funds are not guaranteed.  The HEERF III - Round 2 Application is due by December 5.

    The Higher Education Emergency Relief Fund III (HEERF III), authorized by the American Rescue Plan Act of 2021 (ARPA) and signed into law on March 11, 2021, provides emergency assistance to students during the pandemic. SBU is offering students a second opportunity to access these funds through this application process. Qualifying students are currently enrolled in the fall 2021 semester in at least three credit hours. Full time employees are excluded. Priority will be given to students with exceptional financial need. Requested funds are not guaranteed. Decisions will be made by December 10.

    HEERF III Funding Application

Southwest Baptist University was allocated funds from the federal American Rescue Plan Act of 2021 (ARP) which was signed into law on March 11, 2021.

  1. ARP funds were awarded after the Coronavirus Response and Relief Supplement Appropriations Act, 2021 (CRRSAA), and the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). ARP created a third round of the Higher Education Emergency Relief Fund (HEERF), known as HEERF III, to provide emergency financial aid grants to students who experienced financial hardship due to the pandemic.  The University received access to this funding on May 24, 2021.
  2. The total amount of funds awarded to the University from the Department of Education for Emergency Financial Aid Grants to Students based on section 2003(a)(1) of ARP Act is $3,582,436.
  3. The total amount of Emergency Financial Aid Grants distributed to students under the ARP program as of September 30, 2021 is $2,617,000.
  4. The estimated total number of students at Southwest Baptist University who are eligible to receive Emergency Financial Aid Grants under the ARP program is 2,265 students.
  5. The total number of students who have received an Emergency Financial Aid Grant under the ARP program is 1,567 students.
  6. The method used by the University to determine which students received Emergency Financial Aid Grants and how much they would receive under the ARP program follows:
    1. Qualifying students were enrolled in the fall 2021 semester in at least 3 credit hours.  Full time employees were excluded. These students were further categorized as follows:
      1. Undergraduate students with exceptional need were prioritized by Pell Grant eligibility and unmet need exceeding $10,000.  These students were awarded $2,250.
      2. All other undergraduate students were awarded $1,500.
      3. Graduate students and students without a FASFA were awarded $1,000.
  7. Students were notified of their qualification for Emergency Financial Aid by receiving the below email.

    According to the criteria defined by the Department of Education, you qualify for emergency relief funds through the Higher Education Emergency Relief Fund III (HEERF III), authorized by the American Rescue Plan Act of 2021 (ARPA), which was signed into law on March 11, 2021.

    To receive these funds, please log in to the MySBU student portal. In the list of Applications, choose the Self-Service link. Click on your username, then choose "Required Agreements". Carefully read the agreement, then select between the disbursement options to accept or decline the emergency relief funds offered through HEERF III.

    The current emergency grant funding under HEERF III allows students to consent to have Southwest Baptist University apply funds directly to their student accounts by accepting the agreement. If you do not consent to have funds applied to your account, then you can decline the agreement to have the emergency funding disbursed directly to you.

    Additional information is posted on the SBUniv.edu website and on the portal.

HEERF II

Southwest Baptist University was allocated funds from the federal Coronavirus Response and Relief Supplement Appropriations Act, 2021 (CRRSAA).

  1. CRRSAA funds were consequently awarded after the completion of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), Higher Education Emergency Relief Fund (HEERF). CRRSAA created a second round of funding known as HEERF II, to provide emergency financial aid grants to students who experienced financial hardship due to the pandemic.  The University received access to this funding on January 17, 2021.
  2. The total amount of funds awarded to the University from the Department of Education for Emergency Financial Aid Grants to Students based on section 314(a)(1)(A)-(F) of CRRSAA is $1,150,794.
  3. The total amount of Emergency Financial Aid Grants distributed to students under the CRRSAA program as of May 20, 2021 is $1,151,150. 
  4. The estimated total number of students at Southwest Baptist University who were eligible to receive Emergency Financial Aid Grants under the CRRSAA program was 1,593 students.
  5. The total number of students who have received an Emergency Financial Aid Grant under the CRRSAA program is 1,561 students.
  6. The method used by the University to determine which students received Emergency Financial Aid Grants and how much they would receive under the CRRSAA program follows:
    • Qualifying students were enrolled in the spring 2021 semester and demonstrated the greatest financial need on the 2020-21 FAFSA with an estimated family contribution of $20,000 or below.  These students were further categorized as follows:
      • Undergraduate students with exceptional need were prioritized by Pell Grant eligibility and unmet need exceeding $10,000.  These students were awarded $850.
      • All other undergraduate students were awarded $650.
      • Graduate students were awarded $550.
  7. Students were notified of their qualification for Emergency Financial Aid by receiving the below email.  

    According to the criteria defined by the Department of Education, you have been identified as someone who qualifies for emergency relief funds through the Higher Education Emergency Relief Fund II (HEERF II), authorized by the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA), which was signed into law on December 27, 2020.

    In order to receive these funds, you must log in to the MySBU portal. In your list of Applications, choose the Self-Service link. Once in Self-Service, click on your username in the upper right corner, then choose "Required Agreements". Carefully read the agreement titled "CRRSAA/HEERF II Funding Agreement", then make your decision to accept or decline the emergency relief funds offered through HEERF II.

    The current emergency grant funding under HEERF II allows students to consent to have Southwest Baptist University apply funds directly to their student accounts by accepting the agreement. If you do not consent to have funds applied to your account, then you can decline the agreement to have the emergency funding disbursed directly to you.

HEERF I

As of September 30, 2020, Southwest Baptist University has received and distributed $1,150,794 of the $1,150,794 in funding received from the Department to award as Emergency Financial Aid Grants to students under Section 18004(a)(1) of the CARES Act.

An estimated 1,537 students were determined to be eligible to participate in programs under Section 484 in Title IV of the Higher Education Act of 1965 and thus eligible to receive Emergency Financial Aid Grants to students under Section 18004(a)(1) of the CARES Act. The University determined the number of eligible students based on the number of students for whom the University received an Institutional Student Information Record (ISIR).  The University then applied this number to its own methodological framework, as described below, for disbursal of funds to produce a final total of eligible students at the University.  The University did not make assumptions about the potential eligibility of students for whom the institution has not received an ISIR.

An estimated 1,537 students were determined to be eligible to participate in programs under Section 484 in Title IV of the Higher Education Act of 1965 and thus eligible to receive Emergency Financial Aid Grants to students under Section 18004(a)(1) of the CARES Act. The University determined the number of eligible students based on the number of students for whom the University received an Institutional Student Information Record (ISIR).  The University then applied this number to its own methodological framework, as described below, for disbursal of funds to produce a final total of eligible students at the University.  The University did not make assumptions about the potential eligibility of students for whom the institution has not received an ISIR.

On August 4, the University opened an application process to allow students who had expenses that exceeded the initial Emergency Financial Aid Grant amount to request additional funds.  Instructions given to students about the application process included the following:

  • If you were a student during the Spring 2020 semester and meet the following guidelines, you are eligible to apply for an additional Emergency Financial Aid Grant award of up to $2,000.
    • Title IV-eligible
    • Enrolled in a non-distance learning degree-seeking program during the spring 2020 semester
    • Estimated family contribution (EFC) of $20,000 or less for the 2019-20 academic year
    • Must have expenses related to the disruption of campus operations due to coronavirus that were not covered by the first round of Emergency Financial Aid Grant awards
    • Applications must be received by August 21, 2020
  • Funds are limited for the second round, and only those students with exceptional circumstances will be considered. You will have to provide a brief statement of your current financial need as it relates to the disruption of campus operations due to coronavirus.
  • Complete the attached application and return it via email as directed on the application.

The total number of students who received an Emergency Financial Aid Grant under Section 18004(a)(1) of the CARES Act as of September 30, 2020 was 1,488. Of this total, 118 students received additional Emergency Financial Aid Grants through the application process.  

As of July 23, 2020, Southwest Baptist University has distributed $1,070,100 of the $1,150,794 in funding received from the Department to award as Emergency Financial Aid Grants to students under Section 18004(a)(1) of the CARES Act.

An estimated 1,537 students were determined to be eligible to participate in programs under Section 484 in Title IV of the Higher Education Act of 1965 and thus eligible to receive Emergency Financial Aid Grants to students under Section 18004(a)(1) of the CARES Act.

The total number of students who have received an Emergency Financial Aid Grant under Section 18004(a)(1) of the CARES Act as of July 23, 2020 was 1,476.

Additional emergency relief funds will be made available on an application basis for students who had expenses that exceeded the initial Emergency Financial Aid Grant amount.

Southwest Baptist University was allocated funds from the federal Coronavirus Aid, Relief, and Economic Security (CARES) Act. The CARES Act established and funded the Higher Education Emergency Relief Fund (HEERF) to provide emergency financial aid grants to students who experienced financial hardship due to the pandemic-related disruption of the spring 2020 semester.

Southwest Baptist University signed and returned to the U.S. Department of Education the Certification and Agreement to apply for funding under Section 18004(a)(1) of the Coronavirus Aid, Relief and Economic Security (CARES) Act on May 12, 2020.  The University intends to use, no less than 50 percent of the funds received to provide Emergency Financial Aid Grants to students.

On May 15, 2020, The University was approved to receive $1,150,794 in funding from the Department to award as Emergency Financial Aid Grants to students.

The total amount of Emergency Financial Aid Grants distributed to students under Section 18004(a)(1) of the CARES Act as of June 11, 2020 was $944,675.

An estimated 1,539 students were determined to be eligible to participate in programs under Section 484 in Title IV of the Higher Education Act of 1965 and thus eligible to receive Emergency Financial Aid Grants to students under Section 18004(a)(1) of the CARES Act.

The total number of students who have received an Emergency Financial Aid Grant to students under Section 18004(a)(1) of the CARES Act as of June 11, 2020 was 1,303.

To determine which students were eligible to receive Emergency Financial Aid Grants and how much they would receive under Section 18004(a)(1) of the CARES Act, the University utilized guidance from the Department of Education and selected students demonstrating the greatest financial need on the FAFSA with an estimated family contribution of $20,000 or below. 

Instructions, directions, or guidance provided by the University to students concerning the Emergency Financial Aid Grants included the following:

Students are directed to go to the Self-Service link in their mySBU portal to electronically sign the agreement listed below.

"By electronically signing this agreement, I agree to the following statements:

I acknowledge I am accepting CARES Act funding to assist with expenses incurred from food, housing, course materials, technology, transportation, health care, childcare, or other related expenses as a result of the disruption of campus operations due to COVID-19 in the 2020 Spring semester.

Furthermore, I certify I meet the following eligibility criteria: I am a degree-seeking student who was enrolled in the Spring 2020 semester with at least one seated course prior to March 13. I submitted a 2019-20 FAFSA and was eligible to receive Title IV aid."

Please confirm your mailing address is correct on the User Profile section of Self Service (located in your mySBU student portal). If you need to make changes to the address where your check will be sent, please email the updated address to: registrar@SBUniv.edu

If you have questions about accepting these funds or your eligibility to receive funds, please contact the Financial Aid Office at finaid@SBUniv.edu

Each qualifying student who certifies eligibility will receive $725.

Additional eligibility for a second round of emergency relief funds will require an application process. Details will be posted when available.

Checks will be mailed each Thursday. You must have completed the agreement process (explained in the next question) by 3 p.m. Tuesday for the check to be mailed Thursday of that week.

 

Frequently Asked Questions

Current degree-seeking students enrolled at least half time in spring 2020 in at least one seated course who have completed a 2019-20 FAFSA to determine Title IV eligibility and financial need. Students who were determined to meet the eligibility criteria will receive an email sent to their SBU email address.
Students who were not enrolled in the spring 2020 semester, students enrolled in fully online classes in spring 2020, international students, and undocumented students are not eligible.
Student eligibility was determined by guidance from the Department of Education and narrowed down by students showing financial need on FAFSA. Our selection was based on students with an EFC (estimated family contribution) of $20,000 or below.

Each student will receive $725.

Additional eligibility for a second round of emergency relief funds will require an application process. Details will be posted when available.

Checks will be mailed each Thursday. You must have completed the agreement process (explained in the next question) by 3 p.m. Tuesday for the check to be mailed Thursday of that week.

Students are directed to go to the Self-Service link in their mySBU portal to electronically sign the agreement listed below. More information will be posted on the portal and emailed to eligible students to their SBU email address.

"By electronically signing this agreement, I agree to the following statements:

I acknowledge I am accepting CARES Act funding to assist with expenses incurred from food, housing, course materials, technology, transportation, health care, childcare, or other related expenses as a result of the disruption of campus operations due to COVID-19 in the 2020 Spring semester.

Furthermore, I certify I meet the following eligibility criteria: I am a degree-seeking student who was enrolled in the Spring 2020 semester with at least one seated course prior to March 13. I submitted a 2019-20 FAFSA and was eligible to receive Title IV aid."

Please confirm your mailing address is correct on the User Profile section of Self Service (located in your mySBU student portal). If you need to make changes to the address where your check will be sent, please email the updated address to: registrar@SBUniv.edu.

If you have questions about accepting these funds or your eligibility to receive funds, please contact the Financial Aid Office at finaid@SBUniv.edu.

No. Any funds received through the CARES Act are to counteract disruption of campus services and will not be repaid.