SASFAA
Executive Board Meeting
Transition Meeting
The Don CeSar
June 10, 2005
CALL TO ORDER
President Janet Sain called
the meeting to order at 8:57 a.m.
WELCOME
President Sain welcomed everyone
to the Don CeSar. President Sain thanked the following for providing food,
hospitality suite, and entertainment:
Edsouth/Edamerica , Dee
Tally’s son for entertainment, Mike O’Grady and College Loan Corp, Craig
Anderson and Chase/Bank One, Southwest Student Services, and Next Student.
Janet welcomed special guests
Rick Renshaw, SWASFAA President-Elect and Dave Gelinas, NASFAA National
Chair-Elect.
CHANGES TO THE AGENDA AND SUBSTITUTE VOTING
Janet added Carol Mowbray to
the agenda
INTRODUCTIONS
The following elected board
members were present: Janet Sain, President; Guy Gibbs, President-Elect; Ron
Day, Past-President; Zita Barree, Vice President; Lester McKenzie, Treasurer
and Sandy Neel, Secretary.
State Presidents in
attendance were: Heather Boutell, Kentucky; Joanie Walker, Tennessee; Freida Jones,
Georgia; Tom Morehouse, Virginia; Chip
Quisenberry, Alabama; Betty Whalen, South Carolina; Sharon Oliver, North
Carolina; and Laura Diven-Brown, Mississippi
Committee Chairs in
attendance were: Karen Fooks, Management Institute; Erik Melis, Electronic
Services; Karen Koonce, Finance and Audit; Dee Tally, Diversity, Carol Mowbray,
Special Projects; Forrest Stuart, Membership; Ron Gambill, Site Selection; Bill
Spiers, Legislative Relations ;
Liaisons present: Elizabeth
McDuffie, Agency, and Jane McNaughton, Lender.
APPROVAL OF THE MINUTES
ACTION: Tom Morehouse moved to accept the minutes of
the February Board meeting held at the Peachtree Marriott,
Dave Gelinas was invited to
say a few words.
REPORTS FROM THE OFFICERS- SEE ATTACHMENT A
Past President, Ron Day
Ron recognized Jane
McNaughton and Guy Gibbs for assisting him with the GAP Report
Recess for Lunch 11:51
Reconvened 1:12
STATE REPORTS- SEE ATTACHMENT B
COMMITTEE REPORTS- SEE ATTACHMENTS C
Report from Special Projects Chair Carol Mowbray
Carol presented the draft
History of the Long Range Plan
ACTION: Guy Gibbs made a motion that the draft History of the
Carol Mowbray presented to
the board a list of participants for the SASFAA retreat planned for November 11
and 12, 2005 in
ACTION: Betty Whalen made a motion to accept the
proposed participants list presented by Carol and her committee. The motion was
seconded by Chip Quisenberry.
Discussion occurred about the
committee make up and how people were chosen to participate in the retreat.
The motion being made and seconded, carried. One
Person abstained for the vote.
LIASON REPORTS- SEE ATTACHMENT D
Old Business
Karen Koonce stated that changes to the 2004-2005 Budget versus Actual statement were necessary. A CD matured and $20,000 will
be reinvested to another CD. To balance the budget line 206 budgeted amount was increased to
$264,247.65 to balance to the actual. Line 207 Site Selection was increased to $1464.86
.. Line item 208 was increased to $3782.50, the actual spent.
New Business
It was proposed that a credit
card be issued for the Conference Chair.
Action: Heather Boutell made a motion that the Policy
and Procedure Manual , section 7.6 Guidelines and Procedures for the Treasurer,
be changed to state, “The Treasurer shall secure major credit cards for official SASFAA
Business for use by the elected SASFAA Officers (6 cards) and the Conference
Chair. The limit on such cards shall be $5,000 per card for the President and
Vice President and $3,500 per card for all other card holders.” The motion
being seconded by Tom Morehouse carried.
Announcements
Hospitality Suite in room 354
and dinner is at 6:30 at Hurricanes sponsored by Chase/Bank One.
ACTION: Tom Morehouse made a motion to adjourn the
Executive Board meeting. The motion being seconded by Joanie Walker carried.
Meeting adjourned at 4:16 pm
Respectfully submitted,
Sandra J. Neel, SASFAA
Secretary
ATTACHMENT A
EXECUTIVE BOARD REPORTS
President Janet Sain’s Report
SASFAA Board Report
June 2005
Since the NASFAA Board
meeting in November, SASFAA has had some great accomplishments. On December
10-12, 2004, SASFAA held its 2004 Management Institute at the beautiful Grove
Park Inn in
Many thanks to Karen Fooks
and her committee for their excellent workshop!
February 12-16 was the Annual
SASFAA Conference held in
The highlight of the
conference was the Awards Luncheon in which Ms. Francine Reeves, formerly of
the DOE, was honored by being made an Honorary Lifetime Member of SASFAA and being
given the President’s Special Appreciation Award for her many years of
dedicated service to the SASFAA region. Many thanks are due to all the folks
who volunteered during the conference as well as to GASFAA for all their
hospitality.
SASFAA election results:
Brent Tener, President-Elect, Deborah ‘Tolly” Tollefson, Vice President and
Heather Boutell, Treasurer.
Spring state meetings began
in earnest in April with TASFAA, NCASFAA, AASFAA, SCASFAA and KASFAA all having
meetings between April 10-22. Guy Gibbs, President-Elect and Ms. Sain split up
the responsibilities of presenting the SASFAA Update at all the meetings.
President Sain attended NCASFAA and KASFAA conferences.
NCASFAA’s theme was “Wastin’
Away Again in Financial AidVille”. The meeting was held at the Hilton in
KASFAA’s conference was held
in
May travels included trips to
Atlantic City and EASFAA as their inter-regional guest where Ms. Sain was the
moderator for a session on Legal Issues presented by Stan Freeman; the MASFAA
Annual Meeting held at the Beau Rivage in Biloxi, MS where President Sain
conducted an interest session titled, “Motivating the Workforce”; then
immediately after the NASFAA Board meeting, Ms. Sain concluded her May trips by
heading to Virginia Beach, VA for the VASFAA Annual Conference. While at
MASFAA, SASFAA’s Long-Range Planning Committee met to analyze the membership
survey and finalize plans for a LRP Retreat to be held in
June meetings include GASFAA
which Mr. Gibbs will visit and FASFAA which Ms. Sain will visit to do the
SASFAA Update. Immediately after FASFAA, Ms. Sain goes to St. Pete Beach for
the Transitional Board meeting at The Don CeSar Resort followed by the
SWASFAA/SASFAA Mid-Level Workshop in
Ms. Sain would like to take
this opportunity to express her sincere thanks and appreciation for all the
hospitality shown during all her travels and for all the support she
experienced during her year as President of SASFAA. It has been the most
rewarding and professional growth experience she has ever had and one she will
never forget!
President-Elect Guy Gibbs has
finalized his 2005-2006 board and he is well underway formulating his goals and
objectives for the coming year.
President Elect Guy Gibbs’Report
SASFAA Board of Directors Meeting
Report of the President-Elect
June 9-10, 2005
Rocky Mountain Association
of Student Financial Aid Administrators (RMASFAA)
As an observer to the NASFAA
board, the President-Elect is assigned to an interregional visit. The President-Elect attended the RMASFAA
board meeting held March 11-12 in
This proved to be in an
invaluable experience. It is interesting
to see how other association’s deal with issues. While the President-Elect found many
similarities, there were also differences between RMASFAA and SASFAA. A special thanks to Peg Mason, President of
RMASFAA, and the board for their wonderful hospitality. Peg asked that SASFAA be thanked for the
hospitality shown when she attended the SAFSAA annual conference in
State Association Visits
The President-Elect attended
several state spring meetings, provided greetings and updates for President
Janet Sain. The visits included:
It was a pleasure to have
been able to attend these states meetings.
A special thanks to Joanie Walker, Sharon Oliver, Betty Whalen, and
Freida Jones and their program chairs for providing an opportunity to present
at these conferences.
GAP Committee Meeting
Ron Day asked the
President-Elect to participate in the review of the reports used to complete
the GAP report. That activity was held
in
On-going Planning
Activities
The President-Elect has
continued to prepare for 2005-2006. All
committee chairs and two of the three liaisons have committed to serve SASFAA;
however, Greg Martin of the U. S. Department of Education is currently awaiting
clearance.
The transition of the 2004-2005 board with the 2005-2006 will occur on Saturday, June 11, 2005.
Past President Ron Day’s Report
Past President’s Report
Ron Day
As part of the
responsibilities of the Nominations and
Election Committee, a slate of candidates was presented to the membership
at the annual conference in
Brent Tener President
Elect
Deborah (Tolly) Tollefson Vice President
Heather Boutell Treasurer
All candidates were
congratulated for their willingness to serve SASFAA.
The GAP Committee met May 6 – 8, 2005 in
Guy Gibbs
(President-Elect)
Earl Mayo
Jane McNaughton
Thurman Mitchell
Rose Mary Tutt
Ron Day, Chr.
Vice President Zita Barree’s Report
Submitted
by Zita Barree
June
10, 2005
New
Aid Officer’s Workshop
Join Us As We Find:
the Brains to do more, the Heart to search more, the Courage to find
more
The SASFAA New Aid Officer’s Workshop
begins on Sunday, June 19 at the
Due to recent resignations of
two of the instructors (Michael Barree and Deborah Byrd) for health reasons,
Brad Barnett of
Classes and Instructors:
Apple Orchard: Leonard
Gude,
Nancy Melton, Alice Lloyd College, KY (returning)
Lynda Sayer,
Michelle Wright,
Poppy Field: Brad Barnett, James Madison University,
VA (returning)
Lisanne Masterson,
Tornado Alley: Bruce Crain,
Janette Overton,
Staff:
Curriculum
Coordinator: Deborah, “Tolly”,
Tollefson,
Local
Arrangements Coordinator: Beth Bartlett,
Jackie
Biz
Daniel, National Education, VA (returning)
Gary
Mann, Suntrust/Nelnet, GA (returning)
Todd
Woodlee, Education Finance Partners, GA (new)
All
of these individuals are to be commended for their excellent work this
year. In particular, Tolly has done an
excellent job as curriculum coordinator and is more than ready for her role as
SASFAA Vice President next year. Beth
Bartlett has also done a great job working quietly behind the scenes on all the
local arrangements.
There has been considerable
interest in the workshop this year.
Originally, registrations were capped at 135 but after a wait list was
put together and continued to grow, a decision was made and supported by Janet
Sain to increase the size of the workshop to 144. After one late cancellation, the current
count for expected attendees is 143.
Some statistics on the participants:
Gender:
Female 111
Male 31
Blank 1
Race:
Asian/Pacific
2
Black/African
American 34
Hispanic
3
Not
Specified
23
Other 1
White/Caucasian 80
State:
Non-SASFAA
2
Of
the 143 registrants, 128 are from schools.
Thanks also
go to Ann Martin at University of North Carolina – Asheville for working so
closely with us on all the logistics of the workshop, Lester McKenzie for all
his work with the registration and payment process, Erik Melis for working with
ATAC to get the online registration process up and running and altered when the
size of the workshop was increased, Janet Sain for always being there to answer
questions and provide advice and Bob Godfrey for soliciting additional
sponsorship for several key activities/items.
SWASFAA/SASFAA Mid-Level
Workshop
The Mid-level Workshop is
June 12 – 14, 2005 at the Embassy Suites Hotel –
Bob Godfrey, who will be
coordinating the Mid-level Workshop next year, was unable to attend this year’s
workshop. Because the SASFAA Board
meeting was over the same weekend and the New Aid Officer’s Workshop starts on
the 19th (with Zita and Tolly starting their travels to Asheville on
the 15th and 16th respectively), it was decided that Amy Berrier
from University of North Carolina - Greensboro who had already registered for
the workshop as a participant and plans to work with Bob next year, could also
serve as SASFAA’s representative. A big
thanks to Amy for agreeing to serve in this capacity and to Tolly for
supporting this decision.
Treasurer Lester McKenzie’s Report
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Jul '04 - Jun 05 |
|
Budget |
|
$ Over Budget |
|
% of Budget |
|
|
Income |
|
|
|
|
|
|
|
|
|
|
|
01 · Membership Dues |
39,335.00 |
|
36,250.00 |
|
3,085.00 |
|
108.51% |
|
|
|
02 · Professional Advancement |
94,858.78 |
|
100,650.00 |
|
-5,791.22 |
|
94.25% |
|
|
|
03 · Annual Meeting |
161,173.26 |
|
148,000.00 |
|
13,173.26 |
|
108.9% |
|
|
|
04 · Vendors/Sponsors/Patrons |
188,724.42 |
|
143,000.00 |
|
45,724.42 |
|
131.98% |
|
|
|
05 · Advertising |
20,454.37 |
|
10,000.00 |
|
10,454.37 |
|
204.54% |
|
|
|
06 · Publications |
0.00 |
|
0.00 |
|
0.00 |
|
0.0% |
|
|
|
07 · Interest Income |
33,670.35 |
|
13,000.00 |
|
20,670.35 |
|
259.0% |
|
|
|
08 · Miscellaneous Income |
16.00 |
|
550.00 |
|
-534.00 |
|
2.91% |
|
|
|
09 · Balance Forward |
0.00 |
|
38,000.00 |
|
-38,000.00 |
|
0.0% |
|
|
Total Income |
538,232.18 |
|
489,450.00 |
|
48,782.18 |
|
109.97% |
|
|
|
Expense |
|
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101 · President |
5,311.83 |
|
7,500.00 |
|
-2,188.17 |
|
70.82% |
|
|
|
102 · President-Elect |
5,765.60 |
|
6,900.00 |
|
-1,134.40 |
|
83.56% |
|
|
|
103 · Vice President |
973.31 |
|
3,400.00 |
|
-2,426.69 |
|
28.63% |
|
|
|
104 · Secretary |
2,225.16 |
|
5,000.00 |
|
-2,774.84 |
|
44.5% |
|
|
|
105 · Treasurer |
5,648.98 |
|
6,050.00 |
|
-401.02 |
|
93.37% |
|
|
|
106 · Past President |
4,538.53 |
|
3,500.00 |
|
1,038.53 |
|
129.67% |
|
|
|
201 · Membership/Directory |
2,360.57 |
|
4,000.00 |
|
-1,639.43 |
|
59.01% |
|
|
|
202 · Electronic Services |
7,071.51 |
|
7,200.00 |
|
-128.49 |
|
98.22% |
|
|
|
203 · Professional Adv |
63,721.50 |
|
141,750.00 |
|
-78,028.50 |
|
44.95% |
|
|
|
204 · Newsletter |
1,343.63 |
|
2,500.00 |
|
-1,156.37 |
|
53.75% |
|
|
|
205 · Finance and Audit |
1,589.88 |
|
2,700.00 |
|
-1,110.12 |
|
58.88% |
|
|
|
206 · Annual Meeting Program |
263,547.63 |
|
208,000.00 |
|
55,547.63 |
|
126.71% |
|
|
|
207 · Site Selection |
1,064.86 |
|
1,000.00 |
|
64.86 |
|
106.49% |
|
|
|
208 · Nominations and Elections |
3,782.56 |
|
3,000.00 |
|
782.56 |
|
126.09% |
|
|
|
209 · By-Laws |
0.00 |
|
0.00 |
|
0.00 |
|
0.0% |
|
|
|
210 · Executive Board |
22,203.73 |
|
30,000.00 |
|
-7,796.27 |
|
74.01% |
|
|
|
211 · President's Contingency |
1,092.87 |
|
3,000.00 |
|
-1,907.13 |
|
36.43% |
|
|
|
212 · Archives/Research |
0.00 |
|
0.00 |
|
0.00 |
|
0.0% |
|
|
|
213 · Advance Program Planning |
465.82 |
|
750.00 |
|
-284.18 |
|
62.11% |
|
|
|
214 · Diversity Issues |
5,143.46 |
|
5,450.00 |
|
-306.54 |
|
94.38% |
|
|
|
215 · Prior Administration Bills |
20,028.79 |
|
22,000.00 |
|
-1,971.21 |
|
91.04% |
|
|
|
216 · Legislative Relations |
612.50 |
|
4,050.00 |
|
-3,437.50 |
|
15.12% |
|
|
|
217 · |
7,213.62 |
|
12,300.00 |
|
-5,086.38 |
|
58.65% |
|
|
|
218 · Vendor/Sponsor/Patron |
1,045.56 |
|
4,000.00 |
|
-2,954.44 |
|
26.14% |
|
|
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219 · Special Projects |
1,646.43 |
|
4,900.00 |
|
-3,253.57 |
|
33.6% |
|
|
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221 · Computer Hardware/Software |
0.00 |
|
500.00 |
|
-500.00 |
|
0.0% |
|
|
Total Expense |
428,398.33 |
|
489,450.00 |
|
-61,051.67 |
|
87.53% |
|
|
Net Income |
109,833.85 |
|
0.00 |
|
109,833.85 |
|
100.0% |
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ATTACHMENT B
STATE PRESIDENTS REPORTS
No report submitted
Report from the
Heather H. Boutell, KASFAA
President
Spring Conference
KASFAA’s Spring Conference
was held April 20-22, 2005, at the Louisville Airport Hilton Garden Inn in
Election Results
KASFAA’s future is now in the
hands of our newest elected officers, Runan Pendergrast, President-Elect,
Jennifer Cosens, Treasurer, Bryan Erslan, Vice President, Katie Valentine,
Private School Sector Representative, and Wendi Dailey, Agency Sector
Representative. These new leaders will
serve
Support Staff Workshop
KASFAA offered a Support
Staff Workshop in
College Goal Sunday
Legislative Issues
As
previously reported, KASFAA drafted legislation, HB 460, which was presented in
the
Transition Meeting
President-Elect Shelley Park
conducted KASFAA’s annual transition meeting on May 23 and 24 in
Board Activities
President Boutell wishes to
thank the Board members who served with her this year in SASFAA. She developed some friendships that will last
a lifetime. The state presidents were
very supportive to her throughout the year, and provided her with some ideas
for her own state. She looks forward to
working with all of you in the future as SASFAA Treasurer, and wishes
SCASFAA Report to SASFAA
The Don CeSar Resort
June 10, 2005
The SCASFAA Spring Conference
was held April 17-20 in
From a scavenger hunt which
had groups following somewhat obtuse clues in search of “celebrities”…to a
‘special’ beauty contest featuring some of SCASFAA’s loveliest(?)…to a banquet
at the historic Pine Lakes Country Club followed by an evening of entertainment
at the Alabama Theatre, SCASFAA’s evenings were full of fun and excitement.
Throughout the conference,
members participated in a silent auction with all proceeds donated to the Horry
County Shelter. SCASFAA presented the
shelter with a donation in excess of $1300.
Our days were serious and
productive as Steve Morgan from
Anthony Jones and Kathy Gause
provided the federal update and presented other sessions; Wood Mason conducted a session on COD; Ron Bennett enlightened attendees on NSLDS
and loan consolidation issues. SCASFAA
sincerely appreciates each of the presenters from the US Department of
Education.
In addition, representatives
from SC agencies provided updates, several SCASFAA members presented a variety
of interest sessions and we all learned from each other. Jennifer Jones-Gaddy, SCSLC, served as
conference chair for “The One and Only SCASFAA.” JJ and the conference committee are once
again commended for an outstanding conference.
As is our tradition at the
spring conference, SCASFAA elected officers for the 2005-06 year. Our association was fortunate to have been
presented with an outstanding dual slate of candidates. Leading SCASFAA for the coming year will be:
President Nancy
Garmroth,
President-Elect Kim
Jenerette, USC Upstate
Vice President Tabatha
McAllister,
Treasurer Kim
Ellisor,
Member at Large Jeff
Holliday,
Marty Carney of Furman
University will continue in the second year of his 2 year term as secretary.
SCASFAA’s first Diversity
Workshops were held in late February in
Our transition meeting is
scheduled for June 27-28 in
Betty Whalen
SCASFAA President 2004-05
The VASFAA Annual Conference
was held at the brand new Hilton Oceanfront in
During the conference, the
association held its annual election of officers. The results of the election are as follows:
President Elect: Erik Melis,
Treasurer Elect: Kerrie
Roth,
Secretary: Leslie
Thomas,
Representative at Large (2
years): Angie Hawkins,
Representative at Large (2
years) Keith Wellings,
Representative at Large (1
year) Melissa Collum Wyatt, SCHEV
The association also voted to
fix the board composition at four representatives at large, rather than one per
one hundred. The association has varied
over the past several years from three to five representatives, with the
tendency being towards four. This change
should help stabilize the governance and organizational structure, allowing for
better continuity from year to year.
One of the themes that
I want to take this
opportunity to thank the entire Board, the Committee Chairs and their members,
the vendors and sponsors, and the entire membership for their support, participation
and efforts to make this a great year.
It has indeed been my pleasure to serve as President and it has been the
highlight of my career in the financial aid community. It has also been a
pleasure to be associated with the Board of SASFAA and to serve with their
elected officers and the other state’s presidents – quite a remarkable group of
professionals. .Thank you.
To quote Garrison Keillor: be
well, do good work and keep in touch.
Joanie Walker
TASFAA President
The TASFAA Spring
Conference: TASFAA – Walking in
The TASFAA Executive Board at
the conference voted to no longer charge a fee to be a member of TASFAA. This is assist financial aid administrators
employed at institutions that choose not to pay individual membership fees. The board is currently working on the details
that follow this decision, such as, implementing a new membership form,
revising TASFAA Policies & Procedures Manual, etc. The conference fees will be increased so that
the association will not experience a loss in revenue.
A second change in
association governance is how members will be reimbursed for meal
allowances. The old policy asked members
time of travel and allowed a specific amount per meal. The new policy does not ask for time of
travel and gives a per diem for meals.
There is always concern that this type of policy will be abused but in
spite of that, the board believed the new policy to be better for the
association.
Plans are in place for the
annual transition meeting. Forrest
Stuart and I have secured a speaker and working on the schedule for the
event.
Over the past three months I
have served on the search committee for the Executive Director of TSAC. At this point in time, we do have a final
candidate and are waiting on the background search to be completed. Twenty-eight resumes were submitted for this
position; five people were interviewed with three individuals selected as the
top choices. I am extremely hopeful that
by the time of the SAFAA Transition Meeting, the process will be complete.
I have enjoyed my experience
on the SASFAA Executive Board, gotten to know many new people and look forward
to serving in some capacity in the future.
Since
Joanie Walker
TASFAA President
Alabama President’s SASFAA
Newsletter Report for Summer 2005
Dear Colleagues:
The 2005 AASFAA Spring Conference was a resounding success! Held at the Perdido Beach Resort in
Three tracks (New Aid
Officer, Mid-Level, and Senior) were offered for all the concurrent sessions,
and all sessions were well attended throughout the conference. The majority of the concurrent sessions were
taught by individuals from outside the AASFAA membership; this allowed AASFAA members
to more fully participate in the conference.
Our “fed” was Deborah Tarpley from
President Chip Quisenberry
presented AASFAA Certificates of Appreciation to the following members who are
retiring from student aid positions this year:
Cindy Massey (SouthTrust Bank/Wachovia); Pat Reedy (University of West
Alabama), Dot Wilkinson (Southern Union State Community College), Mae Glosson
(University of Montevallo), and Cornelia Miller (Jefferson Davis State
Community College). Cindy Massey, Dot
Wilkinson, and Pat Reedy were also presented with Lifetime Achievement Awards
at the Association Banquet on Thursday night.
The following members were
elected to serve the AASFAA membership for 2005-2006:
President Buddy Jackson,
President-Elect Jonna Moses,
Vice-President Ben Baker,
Treasurer Charles Markle,
Treasurer-Elect Lissa Burleson,
Secretary Donna Bass,
AASFAA’s Legacy Scholarships
(valued at $1,000 each) were presented to the following schools:
The Shirley Spear Legacy Scholarship Linda
Calvanese,
The Bill Gentry Legacy Scholarship Suzanne
Bush,
The Floyd Johnson Legacy Scholarship Wanda
Bass,
The Theresa Duke Legacy Scholarship Tracy
Adams,
The AASFAA Legacy Scholarship Joan Waters,
The highlight of the
conference was the appearance of the Honorable John H. Buchanan, Jr. AASFAA named its Distinguished Service Award after
Mr. Buchanan in 1980 due to his many contributions to education as the
Respectfully submitted,
Chip Quisenberry
2004-05 AASFAA President
SASFAA Transitional Board
Meeting
The Don CeSar,
June 9-11, 2005
The 38th Annual
MASFAA Conference was held May 18-20, 2005, at the Beau Rivage Resort in
The theme of the conference,
“MASFAA in May”, celebrated the fact that the event was being held in May for
the first time. A festival atmosphere
was featured by Conference Chair Wendy Hutchins and her committee. They did an outstanding job!
The Opening Session kicked
off with a very dynamic set of election speeches from our officer candidates
and a memorable salute to new Honorary Lifetime Member Larry Blankenship. The session concluded with the Magic of
Steven Bargatze, an internationally acclaimed professional magician who not
only performed comedy entertainment and magical wonders for the audience, but
also shared his personal story about the importance of education in his
life. Then the membership gathered
outside on the hotel deck for the President’s Reception, overlooking the
beautiful
Day two of the conference
commenced with a panel discussion on ethics in the world of financial aid,
which was a great topic. The remainder
of the day involved twenty break-out sessions followed by a general session
that honored MASFAA past presidents, new members, and the vendors/sponsors who
made the conference possible. The
schools surprised the sponsors with tokens of their appreciation so that every
sponsor in attendance got to take home a gift with a school logo on it. Then the night rolled on with a beach party
that included beach balls on the deck and flip flops!
The last day of the event
featured updates from Janet Sain (on behalf of SASFAA), the Mississippi Office
of Student Financial Aid, Dave Elliott from the Department of Education, and
Claude Pressnell and Nicole Barry of the Advisory Committee on Student
Financial Assistance.
The 2005-06 MASFAA election results were
announced. A total of 193 votes were
cast – a new record for MASFAA. Congratulations
to:
President Elect – Garry
Jones,
Vice-President – LaShanda
Chamberlain, MS Gulf Coast Community College –
Secretary – Michael Ruffin,
Education Services Foundation (ESF)
Member at Large – Nancy
Gault,
Director – Peggy Shoemake,
To conclude the conference, several MASFAA members
were presented with special awards, including
Jane McNaughton, recipient
of the Jack Woodward Award of Excellence
Wendy Hutchins, recipient
of the President's Special Recognition Award for 2004-05
Lynda Gist, “Rookie of the
Year”
The 2004-05 MASFAA Board, committee chairs, and
members had a very productive year. In addition
to an excellent annual conference, here are just a few bullet points from the
year in review:
Incoming 2005-06 MASFAA President, Soraya Welden, has
scheduled the Transitional Board Meeting for June 27-28 in
Sharon Oliver, NCASFAA President
The
North Carolina Association for Student Financial Aid Administrators experienced
a year of excitement, growth, and rewards.
The excitement began when
TRAINING
We
were fortunate to provide to our members two pre-conference workshops sponsored
by the Department of Education on relevant topics such as “Return of Title IV, Analyzing Data and
Conflicting Training” and “Federal Student Aid Audits and Program
Reviews.” The
VOLUNTEERS
The
success of the association is contingent upon the volunteers and their level of
commitment. Volunteerism was highly
promoted through several avenues on this year.
The president’s message for the fall newsletter was “Volunteers Make A
Difference.” Also, we established a
volunteer booth at our spring conference and conducted a session on NCASFAA
Idol 101. Additionally, the Executive Board members attended the New Aid
Officers Workshops and briefly shared their roles and invited new members to
become actively involved in the association.
During the fall conference, new members were selected to serve as
moderators.
ACCOMPLISHMENTS
A
special thank you is extended to the Executive Board for their dedication,
enthusiasm, and loyalty to NCASFAA.
Ourprimary goals for this year were to develop future leaders and
provide excellent professional training and develop programs considering
members experience, institutional type and level of responsibilities. We successfully achieved the following goals:
·
Increased the
number of participants for NASFAA Leadership Conference
·
Provided two
Department of Education Training Sessions as Pre-Conference Workshops
·
Promoted
volunteerism through articles, volunteer booth, and sessions
·
Increased
membership from 465 to 473
·
Awarded NCASFAA
Scholarships at the fall and spring conferences
·
Established a
·
Developed
policies for NCASFAA grant which will be used to assist middle school students
entitled “NCASFAA Summer Enrichment Scholarship”
·
Placed NCASFAA
Pocket Directory on the web
·
Recognized
Agencies at the President’s Reception
·
Provided
specialized training for New Aid Officers—Professional Judgment Symposium
TRANSITION BOARD RETREAT
The transition board retreat
will be held on June 20-21, 2005 in
Through NCASFAA’s Executive Board,
committees, website and members, we will continue to strive to develop and
strengthen the professional competency of student financial aid administrators
and encourage members to take advantage of the training opportunities and
services available.
GASFAA has had a wonderful year. Plans are
in place to work extremely hard on developing new talent and building member
confidence for running for office at the state and regional level. The incoming
president, Suzanne Pittman, is dedicating this job to a committee chair for
2005-2006. She is to be commended for her follow-through on our discussions. At
the GASFAA conference, there was a booth dedicated to professional development.
In short GASFAA will be working diligently to be a feeder to SASFAA’s
committees and offices.
GASFAA Spring Conference was June 1-3,
2005 at Chateau Elan,
It was truly an honor to serve on the
SASFAA board as State President Thanks go to GASFAA for making this opportunity
possibly.
Respectfully submitted,
Freida J. Jones
ATTACHMENT C
COMMITTEE
REPORTS
Membership Chair’s Report
SASFAA Membership Committee Report
June 2005
SASFAA has hit a new record
in membership: 1,540 members. This
represents a growth of more than 130 members over 2003-04.
Here are the current
segmented data:
By State (Alpha): By
State (Rank) Ethnicity:
FL: 264 FL: 264 Black,
African-American: 258
GA: 268 NON-SASFAA: 201 Hispanic: 38
KY: 80 NC: 155 Asian or Pacific Is:
9
MS: 78 TN: 136 Other: 7
NC: 155 VA: 131 American Indian: 1
SC: 115 SC: 115 Not reported: 462
TN: 136
VA: 131 KY:
80 Male: 477
NON-SASFAA: 201 MS: 78 Female: 978
Not
reported: 85
I have thoroughly enjoyed
working as Membership Chair for two years. Our committee of state association
membership chairs has done a wonderful job of “towing” the SASFAA membership
line. My thanks to them and to both Ron Day and Janet Sain for allowing me to
serve both in 2003-04 and 2004-05.
Forrest M. Stuart
SASFAA Membership Chair
Site Selection Report
SASFAA Transitional Board Meeting
June 9-12, 2005
Site Selection Report
Final
contract negotiations were completed with the
Exhibit
space should not be a problem for the 2006 meeting to be held in
Follow-up
has also been initiated with the Renaissance Nashville which is the site for
2007. The exhibit space is limited in
comparison to what was used in
Additional
contract negotiations have been initiated for the Conference Planning Committee
for an October 2005 meeting.
The
GAP Report was completed with the recommendations for 2005-2006.
Submitted
by Ron Gambill
Vendor/Sponsor Report
SASFAA Executive Board Meeting
June 10-12, 2005
2004-05 Sponsorship End-of-Year Report
Summary
The 2004-05 year for
sponsorship has been extraordinary. The
budgetary expectation of $143,000 in sponsorship and $10,000 in advertising
appeared, at the time, to be daunting. Through
a combination of factors, we were fortunate to significantly exceed those
budgetary goals.
As of 6/6/05 the sponsorship
income total is $185,219 with a few outstanding invoices, and income from the
New Aid Officers’ workshop to be realized.
If should end up close to the $190,000 figure.
Our newsletter advertising
showed an amazing increase of almost 100%.
As of 6/06/05 the amount collected for advertising is $19,952.
The combined amount
coordinated by the sponsorship chair is $205,171 and will rise slightly before
the end of the year.
A number of factors played a
role in the increase and it is important to keep these in mind as future
budgets are drawn.
1.
Conference
Location: By all measures,
2.
Management
Institute: The institute provided a
challenge for sponsorship so as to not raise funds at the expense of other
on-going sponsorship initiatives. In
other words, any sponsorship we receive for the management institute should not
result in a subsequent reduction of the sponsor’s other SASFAA
commitments. We were surprisingly
successful in raising $9700 for the institute, and fortunately, saw no
reduction in other SASFAA support from the sponsors. The approach taken by the sponsorship chair
was to emphasize the uniqueness of this opportunity and have companies sponsor
specific speakers. This was found to be
quite successful.
3.
Banner
Advertising Up Significantly: The number
of banner ads rose from 11 for 03-04 to 18 for 04-05. With ads now priced at $1200, we saw an
increase of $8400 over last year’s total.
4.
Newsletter
Ads: I can offer no reason why there was
much more interest in advertising in our newsletter this year. We can only hope the interest continues.
Meeting Sponsorship
We are grateful to the
following sponsors who have contributed to the success of this transitional
meeting.
Edamerica/Edsouth
Chase/Bank One
Wachovia Education Finance
Sun Trust
Southwest Student Services
Next Student
New Aid Officer’s Workshop
Sponsorship has been secured
for the New Aid Officer’s from the following:
Participants’ T-shirts Sallie Mae
Instructors’ Polo shirts PNC Bank
General Support Wachovia Education Finance
Personal Note:
It has been an honor and
pleasure serving as sponsorship chair for the past two years. I want to thank Ron and Janet for asking me
to undertake this role. It has been a
great deal of fun.
I also want to thank Lester McKenzie
for his invaluable help. There is a
great deal of interaction between the treasurer and the sponsorship chair. Lester has been great to work with. I could never have done it without his
help. It’s been a real pleasure.
I also want to thank Eric for
his work on the sponsorship-related web activity. We “broke in” many new initiatives on the web
during the past two years. He has been a
pleasure to work with.
And, last, but not least, my
deepest appreciation for the dozens of friends and sponsors that have
contributed to the success of SASFAA by their contributions. They have been great. There are some that, when approached, never
turned me down. I appreciated that very
much.
Sincerely,
Bob Godfrey
Sponsorship Chair
Conference Chair Report
Conference
Committee Report
Brent Tener,
Chair
Transition
Meeting – June, 2005
The
following includes summary information regarding the Annual Conference
Committee that was developed for the GAP Report. We had a great year and I
appreciate all of the support from the planning committee and local
arrangements committee. A special thanks to Lisanne Masterson, next year’s
chair for her help and Lisa Mitchem and Todd Woodlee for doing a great job with
local arrangements.
1.
Objectives for 2004-2005
·
Provide
opportunities for the participation and growth of new members.
·
Work with all
sectors of the region's financial aid community to ensure representation and
participation in all Association programs and activities.
·
Provide timely
information useful to all sectors of the membership.
·
Address a full
range of issues, ranging from policies to daily operations.
·
Provide a
means for networking between and among all sectors of the membership.
·
Enhance the
use of new and emerging technologies (i.e., internet, etc.) as a more timely
and cost-efficient means of communicating with the membership.
·
Apprise
members of legislative issues affecting the profession.
·
Educate
members of alternative approaches.
·
Encourage timely,
effective involvement in financial aid issues affecting the
profession.
·
Determine the
training/professional development needs of members, recognizing categorical
distinctions among members such as experience, institutional type, and level of
responsibility.
·
Improve and
enhance the annual conference on the basis of systematic reviews and evaluation
of previous conferences, as well as current needs of members.
·
Present
programs and sessions possessing both vitality and relevance for all members.
·
Provide a
diversity of topics recognizing both the need for regulatory and technical
knowledge, as well as the need for skills in management and human relations.
·
Provide open
forum opportunities to accommodate timely topics not considered when the
program was planned.
·
Recognize and
encourage the development of informal "networking" strategies for
sharing information and locating job opportunities.
·
Recognize and
provide opportunities for pre- and post-conference training and recreational
activities.
·
Continue to
provide an annual, intensive training workshop designed to provide new aid
administrators the basic framework of knowledge needed to administer student
financial assistance programs.
·
Encourage
participation in professional development activities by experienced members who
represent the diversity of the membership and are capable of motivating and
teaching others.
·
Offer periodic
opportunities for experienced aid administrators to grow in leadership,
management, and other advanced functions of aid administration.
·
Offer advanced
training programs and seminars for experienced members on unique topics related
to financial aid administration after considering whether such activities are
geographically accessible, financially feasible, and educationally enhancing.
·
Provide
special attention to new technologies as both an object of training efforts and
as a vehicle for presenting other topics for training, discussion, and
advancement.
2.
Indicate how the committee objectives are related to the SASFAA Mission
Statement.
This committees’ activities relate directly to SASFAA’s goals of providing for the professional growth and competencies of its members, enhancing alliances between and among various sectors of the student financial aid community, and promoting the development of future leaders by actively involving its membership.
3.
Which Long-Range Planning Goals did the committee objective
support? Please identify.
·
Promote and
encourage active participation by all members in activities of the Association.
·
Facilitate
alliances between and among various sectors and diverse members of the
financial aid community.
·
Disseminate
information to enhance communications among members in a timely and
cost-efficient manner.
·
Apprise
members of legislative issues affecting the profession, educate members of
alternative approaches, encourage involvement on issues and advocate positions
when reasonable consensus exists.
·
Provide for
the professional growth and competencies of members by offering workshops,
seminars, meetings and other training opportunities to meet the needs of the
membership.
4.
State the activities and accomplishments that were significant for this
committee.
·
A total of 969 attendees, with 229 indicating they were first-time
attendees. We had over 1000 individuals
register for the conference; exceeding the 1000 registration mark for the first
time.
·
100% online conference registration process
·
The online conference evaluation process included 330 respondents – of which, 93.3% indicated the conference
met their professional needs and 93% indicated that the conference met their
expectations.
·
Utilized 86.4% of contracted hotel room block that more than met the
80% requirement (this compares to 89% for 2004, over 100% for 2003 and 90% for
2002). We also arranged overflow accommodations for 3 additional hotels when
there were no available rooms in the conference hotel.
·
A total of 49 concurrent interest sessions were offered in six
different track designations – from the evaluation forms, respondents rated the
quality of the sessions as being a 4.24 on a scale of 1 to 5 (with 5 being the
highest possible score), compared to an average score of 4.17 in 2004.
·
The opening session with Jon-Paul Hutchins as the keynote speaker –
this event scored a 3.60 on the evaluations on a 1 to 5 scale compared to last
year’s opening session that received a 4.66 score.
·
Successful SASFAA Community Service Project, which raised $6290 for the
·
Targeted e-mails were sent to first-time attendees welcoming them to
SASFAA and trying to get them better acclimated to the conference ahead of
time.
·
We worked extremely hard to provide updated e-mail information to the
conference attendees. From the evaluation forms, respondents rated the
pre-conference information as being 4.58 on a scale from 1 to 5, compared to a
3.82 average last year.
·
We instituted a “Daily News” that was produced each day, providing a
review of the prior day’s activities along with previewing things to come. This
provided a great way to communicate with attendees during the conference.
·
We provided a hands-on learning lab so individuals could experience,
first hand, new technologies. NSLP and ASA sponsored this activity.
·
Based upon the conference evaluation, people continue to believe that
the conference fee of $185.00 is reasonable.
·
We provided free time on Monday for attendees to visit Atlanta-area
sites, meet with the Feds and/or tour the vendor area.
·
We opened the PC Lab (for e-mail and internet) 45 minutes to 1 hour
prior to the first session, and left the lab open until 5:00pm each day. This
scheduling seemed to be adequate.
5.
What would this committee do differently? What did the committee find most
successful? Least successful?
6.
Were resources available to the committee adequate to accomplish its
goals and objectives? If not, what was
needed that was not provided?
The resources allocated were sufficient.
7.
Was the level of support from the Board of Directors appropriate? If not, what was needed that was not provided?
The level of support was appropriate.
8.
What was the major means of communication between your committee
members? Meetings, email, memo, fax,
phone, etc.? Were these means
adequate? Which did you find to be most
effective?
We held two planning meetings,
conducted two conference calls and exchanged numerous e-mails. All forms of communication were necessary to
accomplish the committee’s goals.
9.
Please provide your recommendations and suggestions for next year’s
committee.
A transitional meeting was held at the conclusion of the 2005 conference with both the 2004-05 Conference Committee and those members of the 2005-06 committee that have already been identified. Lisanne Masterson, next year’s Conference Committee chair, took lots of good notes during that meeting. In addition, Brent will be sharing with her comprehensive information, including paper and electronic records, as well as any suggestions prior to the June SASFAA Board Transition meeting.
Budget
and Finance Chair Report
Report from Audit and Finance – Karen Koonce, Chair
Karen reported that two of our CDs turned over in the last couple months. Both were reinvested in the Suntrust
Securities Group. See the updated list
of investments dated June 8, 2005. Finally,
all of our CD’s have been turned over and are invested in the same group under
separate securities. This should make
things easier to track in the future. A
copy of the current CD listing was available at the meeting.
The asset list had not changed since our last
meeting, but there was the addition of a laptop held by the conference
chair. Information has been forwarded to
the new budget and finance chair for 05-06.
The budget had overages in some
categories. Several budgets were
adjusted to accommodate these overages.
After the board meeting, the budget will need another adjustment if the
goal is to not have any category over budget.
Since there was an issue with the balance
sheet showing amounts from previous CDs that had been cashed in as erroneous
figures, Lester McKenzie has purchased new software to correct the
problem.
Newsletter Editor’s Report
June Board Report from Newsletter Editor, April
Kendrick
Since the last
board meeting in
The third quarterly edition
of the newsletter, SASFAA Spring 2005 Newsletter, was
placed to the SASFAA Web site and accessible May 1st, 2005. A special thanks to the elected board, state presidents,
committee chairs and liaisons for providing their reports for the Winter SASFAA
Newsletter. In addition, SASFAA members
provided other articles for publication, and the newsletter editor was able to
add additional information pertinent to financial aid and the mission of the
association. The SASFAA sponsors came
through again and provided 16 advertisements.
Also, thanks to Bob Godfrey for working with the sponsors and obtaining
a commitment for newsletter advertisements.
The June Newsletter will
include reports from the Elected Officers, State Presidents, Committee Chairs,
Liaisons and articles from the SASFAA membership. The SASFAA sponsors will come through once
again and will provide 17 advertisements.
As required by Policy, the June Newsletter will contain the annual
report.
The newsletter
editor would like to thank each elected board member, state president,
committee chair and liaisons for their assistance given this year. Also thanks to those individuals not on the
board and/or serving as chairs of committees for the submission of articles for
publication.
The editor would also like to
thank President Janet Sain and President-Elect Guy Gibbs for their guidance and
assistance during the year and for inviting her to serve as newsletter editor
for 2004-2005 and again for 2005-2006.
Diversity Chair Report
SASFAA Diversity Report
SASFAA Transition Meeting
The Don CeSar
June 10, 2005
The SASFAA Diversity Committee
offered an excellent assortment of activities and programs for SASFAA members
at the annual conference in
SASFAA’s first multicultural
leadership symposium was a huge success.
The most popular session of the symposium was the distinguished panel of
NASFAA, SASFAA and state leaders. These
individuals (Ron Anderson, Mary Givhan, Cruzita Lucero and Sharon Oliver)
shared their personal experiences and expertise with the group. Joel Harrell served as facilitator and did an
outstanding job. Sponsorship provided to
the symposium was received from ECMC (program); TG (lunch co-sponsor); Regions
(continental breakfast, break and lunch co-sponsors) and Bank of America
(co-sponsor of afternoon speaker). The
Diversity Committee expresses its appreciation to all sponsors for their
contributions and participation.
Also, the committee offered
four interest sessions during the conference; an outing to the
As its last project for the
year, the committee analyzed the results of the Diversity survey that was made
available to the membership via the internet.
The survey was developed in an effort to determine what diversity means
to the membership, and what type of activities/interest sessions they would
like to see offered at future SASFAA conferences in the area of diversity. The results of the survey will serve as a
guideline for future Diversity chairs and committee members in developing a
diversity program that will be informative and meaningful to SASFAA
members. There were eight questions on
the survey, as well as a section for comments. Sixty individuals responded to the
result. The results were as follows:
When you hear the word
“diversity” what does it mean to you?
The vast majority of the
respondents felt that diversity dealt mainly with differences; differences in
culture, sexual orientation, race, gender, disability, etc. Acknowledging these differences, respecting
these differences and embracing the differences are all part of diversity. Diversity is not limited to people and race,
but has many different aspects. A
comment was made that it was nice to see a different kind of diversity speaker
at SASFAA (referring to Mark Abelsson), although some people were offended
because of him being outspoken about homosexuality.
Is diversity important to
you? Explain.
The vast majority of the
respondents indicated that diversity is important to them because it is
important to value and respect the differences that exist among society. Diversity facilitates understanding and makes
us more tolerant and accepting of others.
Do you feel that SASFAA
promotes diversity? Explain.
Most respondents indicated
that they did believe that SASFAA promotes diversity due to the programs and
activities offered at the conferences, and having an actual committee for this
purpose. A few indicated they felt
SASFAA “over” promotes diversity, and some felt that diversity was limited to
black and white issues. Also, there were
several respondents who felt that SASFAA does not promote diversity, but likes
to talk about it.
What activities would you
like to see SASFAA sponsors in the area of diversity?
Many respondents suggested
general sessions and activities that go beyond racial issues. Some suggestions included legislative issues
that impact diverse groups; diversity dance; sensitivity training; cross cultural
communication workshops; multicultural meals; promoting minority leadership
roles and securing speakers that talk about life experiences. One respondent suggested that maybe it’s time
for a “breather” from these sessions.
Would you attend a diversity-related
general session/concurrent session at a SASFAA conference? Please explain your response.
The majority of the
respondents would attend these type sessions because they realize the value
they offer. One comment was made
regarding the fact that people who are aware of the issues attend the sessions
and those who really need to attend doesn’t attend. So, general sessions may be more conducive to
getting more individuals to attend (as long as they are appropriately named in
the agenda, referring to the Mark Abelsson session). One respondent indicated that we should do
away with these sessions; we are “beating a dead horse”.
What diversity related topics
would you like to see addressed at a SASFAA conference?
A variety of topics were
suggested including HBCU Minority Recruiting and Retention; sexual orientation
issues; Hispanic population; communication skills/techniques; speakers who have
had living experiences in another part of the world and ways to inspire more
qualified leaders.
List any diversity
activities/sessions that SASFAA has done in the past that you have benefited
from.
The Multicultural Leadership
Symposium was mentioned, as well as Mark Abelsson; Wintley Phipps; Leeza Bruce;
the diversity luncheon with Steve Morgan; tour of civil rights museum and the
FAFSA workshop.
What does your school or
organization do to promote diversity?
Many offer diversity programs
and training. Some have diversity
organizations and committees within their schools and organizations. There were several that did not do anything
to promote diversity.
Comments/suggestions or other
feedback you wish to provide.
Several thanked the committee
for doing the survey and seeking members input.
Other comments were: “Learn to
address diversity, not ethnicity. Our
focus is too narrow.”
“Keep SASFAA about student
financial aid; having sessions relating to diversity is out of line”. “Bring in an individual who can touch the
lives of SASFAA members, perhaps someone who has lived in a diverse situation;
this usually makes an impact on those listening to the presentation”. “I believe that SASFAA works hard to make
diversity not only about race and I appreciate their willingness to continue to
do so as well as the willingness to do a survey that will determine the needs
of the association”.
The complete survey text will
be distributed to the 2005-2006 diversity chair, and should be used as a guide
in developing the diversity program for that year.
The Diversity Committee chair
would like to thank SASFAA President Janet Sain and the Executive Board for
providing her with this opportunity to serve the association. It has been a wonderful year!
Respectfully submitted,
Dee Talley
SASFAA Diversity Chair
Electronic Services Chair Report
SASFAA Executive Board
Erik R. O. Melis, Chair, SASFAA Electronic Services Committee
June 2, 2005
Electronic Services Committee Report for June 2005 Transitional Board Meeting
The following updates have been made to the web site, through coordination with ATAC and other SASFAA committees and board members, since the August board report:
The following web-related projects are planned, are in progress or will be continued by the 2005-2006 Electronic Services Committee.:
Throughout the course of the upcoming year, the Electronic
Services Committee will continue to work with the elected Board, State Presidents,
and Committee Chairs to get input on improvements and updates for the SASFAA
web site and to determine ways that the Electronic Services Committee can
assist in meeting goals and objectives.
Special Projects Report
SASFAA Board of Directors Meeting
Report of the
June 9 –10, 2005
The Long Range Planning
Committee met by conference call on March 29 2005 to review its annual goals
and accomplishments for the GAP report due on April 1, to review and revise the
membership survey questionnaire and methods for distribution, to review the
draft of the History of the Long Range Plan, and to consider the needs for the
SASFAA Retreat to be held in November 2005.
The committee determined that another meeting was needed in May to
analyze the outcomes of the membership survey, to identify the participants for
the SASFAA Retreat and to develop the goals and objectives for the 2005-2006
associational year.
The membership survey
questions were reviewed and revised. The committee agreed that the survey
should be posted for at least three weeks and sent to all members to complete
electronically. The committee agreed that President Sain would send the survey
link out to the membership as well as to all state presidents. The survey would be posted in April for at
least three weeks to encourage full member participation. Responses will be tallied for the committee’s
next meeting.
The membership survey was
tested by the committee and adjustments made.
Following testing, the survey was available for online completion by the
membership in April. One hundred and
sixty six members responded (166).
The LRP GAP report was
submitted on April 1, 2005 to Ron Day, chair of the GAP committee.
The committee’s Budget
request was prepared and submitted it to Clark Aldridge, Budget and Finance
Chair for the 2005-2006 associational year.
The LRP committee met May
16-17 in
The LRP also reviewed and
analyzed the membership survey results. The committee members prepared
observations and a executive management summary for the Board of Directors.
Action Items:
(1)
The Draft History
of the Long-Range Plan be approved by the Board of Directors.
(2)
The results,
executive summary and observations of the members responses are provided for
the review of the Board of Directors consideration and any follow up action as
they deem appropriate.
(3)
The LRP committee
recommends that the SASFAA Retreat be scheduled for November 11th
and 12th in
The committee membership for
the 2005-2006 associational year was reviewed.
Juanita Russell will discontinue participation, as she will serve as
SASFAA Membership chair. All other committee members would like to continue. The committee plans to meet September 18 and
19th in
2004-2005 LRP Committee
Carol Mowbray, Chair,
Northern
Cruzita Lucero,
Peggy Lowey-Wellisch, Nova
Southeastern University
Jane C. McNaughton, Edamerica
Tom Morehouse,
Juanita Russell,
Betty Whalen,
Janet Sain (ex officio) ECPI
College of Technology
ATTACHMENT D
LIASION REPORTS
Agency Liaison Report
Agency Liaison Report
Elizabeth V. McDuffie
June 10, 2005
Theresa Antworth
The Florida Department of
Education, Office of Student Financial Assistance, Scholarship and Grants
Office is working to complete the 2004-05 academic year with successful
expenditures and data in programs with current year appropriations.
The 2005 Florida Legislative
Session made very minor modifications to existing programs and created no new
programs. The funding for the 2005-06
academic year has been approved by Governor Bush and awards an approximate 13%
increase to student financial aid for a total budget of $527 million. The minor statutory recommendations to
current law included (1) program enhancements for our military students
participating in the Operation Iraqi Freedom, and (2) recognition of the
Advanced International Certification of Education (AICE), an acceleration
curriculum, to meet high school eligibility criteria in our merit scholarship
program.
Shelley Nickel
Last year, the State of
·
The HOPE
Scholarship program awarded over $76 million to more than 31,000 students who
also received the Pell Grant, the federal program which serves students with
demonstrated financial need. HOPE scholarships are merit based, and are awarded
to eligible students enrolled in degree programs at
·
The HOPE Grant
program awarded $41.2 million to more than 41,500 Pell recipients. HOPE grants
are awarded to
·
$1.46 million was
awarded through
In February 2005,
GSFC is pleased to announce a
new pilot Service Cancelable Loan Program designed to attract and retain
qualified individuals into the field of social work. GSFC created the program
in conjunction with the Department of Human Resources in response to Governor
Sonny Perdue's commitment to add 500 new social work positions in the state.
The program will be piloted with
Earlier this year,
the State of
Thanks to KASFAA President Heather Boutell for
attending the February Board meeting and reporting on the KASFAA task force
created to work with Senator Tim Shaughnessy to make recommendations for any
needed changes to KEES. KEES legislation moving administrative responsibility
from CPE to KHEAA and changing reporting requirements for student grades was
sponsored by Representative Tanya Pullin and passed by the 2005 Kentucky
General Assembly. This is just one more example of how our working together can
improve our services to students and schools.
ZipDECISION for Parent
Borrowers
Parents using a KHEAA
Origination Services lender can now perform an immediate credit pre-approval
online. ZipDECISION is available 24 hours a day, 7 days a week.
Parent borrowers may access
ZipDECISION in several ways.
Student Aid Advisory Committee
The KHEAA Student Aid
Advisory Committee, comprised of financial aid officers from the public,
private, and proprietary sectors, met on March 31 at KHEAA. CPE Vice President
for Finance Sandra Woodley discussed the forthcoming Affordability Study, a
research project sponsored by CPE and KHEAA that will involve data collection
from
KEES Data Report
KHEAA recently released the “2003 Kentucky
Educational Excellence Scholarship Data Report.” The standardized 2003 KEES
information (presented by school, school district, county, postsecondary
institution, and several other variables) is designed to address the most
commonly asked KEES questions. (KHEAA will soon publish 2004 KEES data.) The
electronic version of the report is available at
www.kheaa.com/serv_reports.html. If you have questions about this report,
please contact KHEAA’s Policy Analysis group at (502) 696-7471 or mletteer@kheaa.com.
KAPT Board Governance
House Bill 184, passed by the
2005 General Assembly, transfers board governance of
Use of KAPT Benefits
Through March, 119 KAPT
beneficiaries had used $579,000 in KAPT benefits for the 2004-2005 academic
year. KAPT expects approximately 150
KAPT beneficiaries to use benefits for the 2005-2006 academic year. Financial aid and business officers can
access student eligibility and matriculation information through KAPT’s secure
eligibility website at www.prepaidtuition.com.
For information on using the website, e-mail Jo Carole Ellis at jcellis@kheaa.com
or call (502) 696-7442.
KAPT Lawsuit
House Bill 267, the state
budget bill, requires KAPT to return $13.7 million from the KAPT Program Fund
to the General Fund. In December 2004,
the KAPT Board approved the transfer of $13.7 million from the Unclaimed
Property Fund to the KAPT Program Fund to eliminate the program’s actuarial
deficit. On March 30, the Attorney
General filed a lawsuit claiming the return of the funds required by the budget
bill is unconstitutional. On April 7,
the court approved a temporary injunction barring the return of the $13.7
million until the court rules on the lawsuit.
The status of the lawsuit will not affect those students currently using
KAPT benefits. At the April 11 meeting, the KHEAA Board directed staff to
respond to the lawsuit by April 20.
Interest Rates Reduced
The interest rate for
conversion scholarship/loan programs was reduced from 12% to 6%, effective
April 1. Participants in the following
programs will benefit from this regulatory change:
Zip Access
The certifier piece of Zip
Access for the Robert C. Byrd Honors Scholarship, Teacher Scholarship, and
Early Childhood Development Scholarship programs was implemented on Saturday,
April 2. This feature allows appropriate
personnel to certify student applications for each scholarship program online
and eliminate the paper certification process.
GoHigherKY.org
GoHigherKY.org continues to
receive lots of hits―nearly 4.8 million from June 2004 when it went
online through the end of March. Nearly 5,000 accounts have been opened and
over 3,700 requests for additional information have been received.
30 Seconds of Fame Competition
KHEAA and The Student Loan People
presented a $1,000 check to
The College Track Series
KHEAA/KHESLC Executive
Director Joe McCormick took part in a three-part series on college access in
Elizabeth V. McDuffie
FAFSA Day
The fourth annual FAFSA Day
attracted over 1,350 students seeking assistance in completing their FAFSA, a
40% increase over the prior year. Host
sites reported a total of over 300 volunteers assisting the students and their
families. FAFSA Day is co-sponsored by
NCASFAA and the State Education Assistance Authority.
Counselor Internships
Seventeen counselors have
been chosen this summer to receive paid internships in college financial aid
offices on 12 campuses. Internships
range in length from three to six weeks and participants learn more about
financial aid and increase their abilities to help their future high school
students.
CFNC Update
Over 800,000 accounts have
been established on the CFNC site and over 107,000 admissions applications were
sent between August 1, 2004 and May 31, 2005.
In addition, the Department of Public Instruction is rapidly expanding
the implementation of NCWISE software into the public schools in NC, which will
enable students to request electronic transcripts to be sent to the colleges
within minutes of the request. An
estimated 50% of the counties will be operational by December with the
remaining due in 2006.
New ads strategies are
targeting first generation students to further support
Program Growth
Additional programs are being
contemplated by the NC General Assembly for implementation in 2005. Most of the programs are workforce
development programs as NC attempts to address the teacher and nurse
shortage. More information will be
forthcoming when the General Assembly adjourns.
Edward Shannon
The SC Tuition Grants Program
is a “need-based” grants program for eligible
The SC General Assembly is
completing its work on the 2005-2006 state budget. Funding for the SC Tuition
Grants Program in 2005-2006 is expected to be similar to the $28.6 million
level of the current year. The maximum grant approved for the 2005-2006 school
year is $2,600.
A new feature beginning in
the 2005-2006 award year is the use of electronic award notifications in place
of the normal paper award letters. The SC Education Assistance Authority, the
state agency governing the SC Student Loan Corporation, is providing the
service at no cost to the SC Tuition Grants Commission. The experience thus far
has been that 85% of the eligible students have e-mail addresses (taken from
the FAFSA) to which award notifications have been sent. The 15% without e-mail
addresses are mailed paper award notifications. The savings to the SC Tuition
Grants Commission from postage, paper, and employee work time is significant.
Merit-based programs continue
to be highly emphasized in
Department of Education Liaison
Report
No
report
Lender Liaison Report
Lender Liaison Report
Jane McNaughton, Chair
June 10, 2005
Jane reported that the new
interest rates for FFELP and Direct Loans, for loans first disbursed on or
after July 1, 1998 and effective July 1, 2005, will be 4.70% for in-school, in
grace and in deferment. The repayment and
forbearance rate will be 5.30% and the PLUS rate will be 6.10%. Because of these higher rates, the loan
community has seen a increase in the number of consolidation applications by
students wishing to lock in the 2.875% fixed consolidation rate through June
30, 2005. The Department of Education is
also allowing in-school consolidation of FFELP loans as outlined in Dear
Colleague letter GEN-05-08. This
guidance from the Department will allow students still attending school to lock
in historically low interest rates on FFELP loans.