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This report serves as an introduction to the TRIO programs. The TRIO programs are the primary federal programs providing support services to disadvantaged students to promote achievement in postsecondary education. This report provides a description of the TRIO programs, authorized in Title IV-A-2-1 of the Higher Education Act (HEA), as amended by the Higher Education Opportunity Act (HEOA; P.L. 110-315) in 2008. Key program amendments of the HEOA as implemented through final Department of Education (ED) regulations published in 2010 are discussed. The report is intended to support congressional understanding of the programs, summarize recent evaluations and performance reports, and review the Department of Education's progress in implementing HEOA. In FY2012, the TRIO programs were funded at $840 million and served almost 800,000 secondary, postsecondary, and adult students. The TRIO programs have been designed to prepare qualified individuals from disadvantaged backgrounds for postsecondary education and encourage their success throughout the educational pipeline from secondary school to undergraduate and graduate education. While the TRIO programs primarily serve low-income, first-generation college students, they also serve students with disabilities, veterans, homeless youth, foster youth, and individuals underrepresented in graduate education. The TRIO programs are also designed to award prior grantees that implement successful projects and propose high-quality projects with subsequent grants before awarding applicants without prior TRIO experience. There are six TRIO programs, each serving a different demographic. The TRIO Upward Bound (UB) Program serves secondary school students, providing relatively intensive preparation services and encouragement to help students pursue education beyond secondary school. The TRIO Talent Search (TS) Program provides less intensive services than UB in support of the completion of high school and enrollment in postsecondary education, and it encourages primarily students and out-of-school youth. The TRIO Educational Opportunity Centers (EOC) Program primarily serves adults. The TRIO Student Support Services (SSS) Program motivates undergraduate students to complete their undergraduate education. The Ronald E. McNair Postbaccalaureate Achievement (McNair) Program prepares undergraduate students for graduate school. Finally, the TRIO Staff Development (Training) Program trains TRIO project staff to be more effective. Several TRIO program provisions were amended through the HEOA. Two key HEOA amendments address issues pertaining to the application review process: scoring and second reviews (appeals). The first amendment defined outcome criteria that require the secretary and each grantee to agree upon objectives/targets for the criteria. The extent to which grantees meet or exceed these objectives determines the number of prior experience (PE) points the grantee may earn as part of its application in the next grant competition. Earning more PE points increases the likelihood of funding. The FY2011 TS and EOC and FY2012 UB grant competitions requested that applicants propose objectives for the statutorily defined outcome criteria. The second amendment established an application review process by which those unsuccessful applicants that can identify a specific technical, administrative, or scoring error may have their applications reviewed a second time (appealed). The FY2012 TRIO UB competition is the first to use the revised application review process.
Veterans' employment outcomes in the civilian labor market are an issue of ongoing congressional interest. This report offers introductory data on veterans' performance in the civilian labor market as well as a discussion of veteran-targeted federal programs that provide employment-related benefits and services. According to federal data, the unemployment rate for veterans who served after September 2001 is higher than the unemployment rate for nonveterans. Conversely, the unemployment rate for veterans from prior service periods (a much larger population than post-9/11 veterans) is lower than the nonveteran unemployment rate. The varied demographic factors of each of these populations likely contribute to these variations, though their degree of influence is unclear. There are a number of federal programs to assist veterans in developing job skills and securing civilian employment. Broadly speaking, these programs can be divided into (1) general veterans' programs, (2) programs that target veterans with service-connected disabilities, and (3) competitive grant programs that offer supplemental services but may be limited in scope. General veterans' programs begin with transition programs that are provided to exiting members of the Armed Forces. These transition programs cover a variety of topics including information on identifying occupations that align with military skills and specializations, conducting job searches, applying for employment, and navigating veterans' benefits. One of the most common veterans' benefits is educational funding through the GI Bill. The GI Bill programs typically provide funding for education or training programs as well as housing allowance while the veteran is enrolled. Veterans who are no longer eligible for the GI Bill may receive training benefits through the newly created Veterans Retraining Assistance Program (VRAP). Veterans who are seeking employment without obtaining additional training may receive job search assistance and other services from Local Veterans Employment Representatives (LVER). Veterans who wish to pursue employment in the federal government are assisted by several policies that give them preference in the competitive hiring process or, in some cases, allow them to forego the competitive process and be appointed directly. Veterans with service-connected disabilities who have obstacles to employment may be assisted by the Vocational Rehabilitation and Employment (VR&E) program. This program provides assistance in identifying an occupation that is consistent with the veterans' skills and interests and providing the services (including educational services) necessary to achieve that outcome. Disabled veterans can also receive assistance from the Disabled Veterans Outreach Program (DVOP), which provides assistance in local labor markets. In addition to these nationwide programs, the federal government also funds competitive grant programs for state, local, and private entities to provide employment-oriented services to veterans. These include the Veterans Workforce Investment Program (VWIP), which may provide training or employment services and Veterans Upward Bound (VUB), which prepares educationally disadvantaged veterans for post secondary coursework.
The U.S. Department of Veterans Affairs (VA), previously named the Veterans Administration, has been providing veterans educational assistance (GI Bill) benefits since 1944. The benefits have been intended, at various times, to compensate for compulsory service, encourage voluntary service, avoid unemployment, provide equitable benefits to all who served, and promote military retention. In general, the benefits provide grant aid to eligible individuals enrolled in approved educational and training programs. Since three of the GI Bills have overlapping eligibility requirements and the United States is expected to wind down involvement in active conflicts, Congress may consider phasing out one or more of the overlapping programs. This report describes the GI Bills enacted prior to 2008. Although participation in the programs has ended or is declining, the programs' evolution and provisions inform current policy. The Post-9/11 GI Bill (Title 38 U.S.C., Chapter 33), enacted in 2008, is described along with potential program issues in CRS Report R42755, The Post-9/11 Veterans Educational Assistance Act of 2008 (Post-9/11 GI Bill): Primer and Issues, by Cassandria Dortch. This report provides a description of the eligibility requirements, eligible programs of education, benefit availability, and benefits. The report also provides some summary statistics, comparisons between the programs, and brief discussions of related programs. Individuals currently participate in five GI Bills enacted prior to 2008: The most popular program prior to the Post-9/11 GI Bill was the Montgomery GI Bill-Active Duty (MGIB-AD), which provides a monthly allowance primarily to veterans and servicemembers who enter active duty after June 30, 1985; The Montgomery GI Bill-Selected Reserve (MGIB-SR) provides a lower monthly allowance than the MGIB-AD to reservists who enlist, re-enlist, or extend an enlistment after June 30, 1985; The Reserves Educational Assistance Program (REAP) provides a monthly allowance that is higher than the MGIB-SR but lower than the MGIB-AD to reservists with active duty service; The program with the fewest individuals receiving benefits is the Post-Vietnam Era Veterans' Educational Assistance Program (VEAP), which provides a monthly allowance to veterans who first entered active duty service on or after January 1, 1977, and before July 1, 1985; The dependents of individuals with military service may be eligible for the Survivors' and Dependents' Educational Assistance (DEA) program, which provides benefits to the spouse and children of servicemembers who, as a result of service, are seriously disabled, die, or are detained. Other educational support is available to veterans using these benefits. Participants may also request academic and vocational counseling before and while using their GI Bill benefits. Participants on a growing number of pilot campuses have access to the Vet Success on Campus program, which provides on campus counseling and referral services. In addition to counseling support, some participants may participate in the Veterans Work Study Program to receive additional financial assistance in exchange for work while attending school.
The Post-9/11 Veterans Educational Assistance Act of 2008 (Post-9/11 GI Bill)-enacted as Title V of the Supplemental Appropriations Act, 2008 (P.L. 110-252) on June 30, 2008-is the newest GI Bill and went into effect on August 1, 2009. There were four main drivers for the Post-9/11 GI Bill: (1) providing parity of benefits for reservists and members of the regular Armed Forces, (2) ensuring comprehensive educational benefits, (3) meeting military recruiting goals, and (4) improving military retention through transferability of benefits. By FY2010, the program had the largest numbers of participants and the highest total obligations compared to the other GI Bills. The Post-9/11 GI Bill provides benefits to veterans and servicemembers who serve on active duty after September 10, 2001. Participants may be eligible for payments to cover tuition and fees, housing, books and supplies, tutorial and relocation assistance, and testing and certification fees. Individuals who serve on active duty for 36 months after September 10, 2001, may receive a tuition and fees benefit of up to the amount of in-state tuition and fees charged when enrolled in public institutions of higher learning, or up to $18,077.50 when enrolled in private institutions of higher learning in academic year 2012-2013. Benefit payments vary depending on the participant's active duty status, length of qualifying active duty, rate of pursuit, and program of education. There are two mechanisms by which dependents of individuals with military service may be eligible for Post-9/11 GI Bill benefits. Transferred Post-9/11 GI Bill benefits may be available to the dependents of servicemembers who stay in the military for at least 10 years. Also, the Post-9/11 GI Bill Marine Gunnery Sergeant John David Fry Scholarship Program may be available to the children of servicemembers who die while serving on active duty in the line of duty. The Post-9/11 Veterans Educational Assistance Improvements Act of 2010 (P.L. 111-377) made several amendments to eligibility and benefits under the Post-9/11 GI Bill. The Restoring GI Bill Fairness Act of 2011 (P.L. 112-26) temporarily reversed a P.L. 111-377 amendment to the tuition and fees benefit for some individuals. The Honoring America's Veterans and Caring for Camp Lejeune Families Act of 2012 (P.L. 112-154) requires the Department of Defense (DOD) and Department of Veterans Affairs (VA) to provide annual reports to Congress on the Post-9/11 GI Bill and the Survivors' and Dependents' Educational Assistance program (DEA). Congress, administrators, and participants have raised several issues recently. In light of the amount of federal funds devoted to these benefits, an average of $13,871 per participant and a total of $7.7 billion in FY2011, some concerns have been raised regarding the quality of the programs of education and the deceptive recruiting techniques of some institutions serving Post- 9/11 GI Bill participants. The President issued Executive Order 13607, Establishing Principles of Excellence for Educational Institutions Serving Service Members, Veterans, Spouses, and Other Family Members, on April 27, 2012, to provide information, support, and protections to servicemembers, veterans, and their family members who use federal military and veterans educational assistance benefits. Issues have also been raised regarding benefit overpayments, benefit levels, transferability, and benefit uses. This report provides a description of the eligibility requirements, benefit availability, benefit payments, participation, and obligations of the Post-9/11 GI Bill. The report also describes a few issues that may be addressed by Congress.
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