Postsecondary education institutions interested in participating in the Cal Grant Programs administered by the California Student Aid Commission (Commission) need to provide from 11 to 13 categories of documentation, depending on the type of institution.
To assist with this process, print the IPA Required Documentation Checklist
All public and non-public institutions need to download, complete, and submit the following seven documents. Each document will require an original signature in blue ink. The Institutional Participation Agreement (IPA) must be signed by the institution's president, chancellor or CEO as reported to the U.S. Department of Education. All other documents may be signed by the Financial Aid Director/Administrator.
Submission of the supporting documentation numbered 8 and 9 in the list below depends on the type of institution:
Non-Public* Institutions must submit these two types of documentation.
Public Institutions and Non-Public Institutions qualifying under the 10% Rule* do not submit these two types of documentation.
For Non-Public Institutions with the main campus out of state, the disbursement documents must demonstrate that the institutionís main out-of-state institution is disbursing those funds. Submit a copy of accounting ledgers or student ledgers, and/or FWS payroll statements that verifies the main out-of-state institution disbursement of Pell Grant and two of the three federal campus-based programs (SEOG, Perkins Loan, and FWS) for each California location.
For Non-Public Institutions with the main campus out of state, the Title IV funds must have been allocated to the institutionís main campus.
Also, each California additional location must submit a copy of accounting ledgers or student ledgers, and/or FWS payroll statements verifying each California additional location disbursement of Pell Grant and two of the three federal campus-based programs (SEOG, Perkins Loan, and /or FWS).
In addition, all institutions must provide the following four supporting documents:
The Commission will also use information collected from the U.S. Department of Education regarding the institutionís Title IV eligibility, accreditation, school officials, and additional locations/branches/sites (if applicable) to verify and determine the institutionís eligibility to participate in the Cal Grant program.
If you have questions regarding your application or require assistance in completing the forms, please contact the Commission at (888) 294-0153 or at email@example.com, attention: IPA Processing.
Information Security "Requirements" for WebGrants Participants
IPA Article VI, Institutionís Administrative Authorization for Access & Roles and Responsibilities, H:
The Institutionís SA(s) will ensure that all Institution employees or agents who require WebGrants (GDS) access will sign a "Grant Delivery System (GDS) WebGrants User Access Request Form", prior to being granted access to the WebGrants System. Such access will be granted for a period of time not to exceed one (1) year, and shall be renewed upon completion of annual Commission-supplied training or Institutional-supplied training in areas of information security, privacy and confidentiality. This documentation shall remain at the institution.
*If your institution qualifies under the "10% Rule," it does not provide items 8 and 9 listed above; however, it must download, complete, and submit the Financial Statement and Demonstration of Administrative Capability Form.
10% Rule: Under Section 69432.7(l)(1)(B) of the California Education Code, a Qualifying Institution for the Cal Grant Program means a nonprofit postsecondary institution headquartered and operating in California that: (a) expends at least 10% of the institutionís operating budget, as demonstrated in the most recent audited financial statement, for the purposes of institutionally funded student financial aid in the form of grants, (b) demonstrates to the Commission that it has the administrative capability to administer the funds, and (c) is accredited by the Western Association of Schools and Colleges.