OASFAA Executive Meeting

­­­­ January 22, 2004

 


Amy Baker

Mark Bandre

Norm Bedford*

Katie Bontrager*

John Brown*

Diane Burnham

Paul Calme

Leigh Cameron*

Beth Casper
Don Chenelle*

Mike Clouse

Cindy Delbridge*

Steve England

Mary Kay Freshour

Cindy Hahn*

Tally Hart*

A’Lisa Hatfield

Lee Harrell

Shane Hollett*

Gail Houtz

Kathy Kelly*

Kathy John

Angela Johnson

Betsy Johnson*

Michael Jones*

Scott Lehman

Lawrence Matthews

Tasha McDaniel*

James McDougal*

Lisa Mitchell

Alex Murdoch*

Melony Ohalek*

Mary Lynn Perri*

Faith Phillips

Marnie Roberts

Tom Rudd*

Wendell Schick

Michiale Schneider*

Rebecca Shinaberry*

Matt Short

Stephanie Sutton

Randy Ulses*

Michelle Wade*

Mickie Waterman

Claudia Wenzel

Cheryl Willard

 

Guest:

 

*Absent


 

 

 

I. Introductions/Announcements                                                      Wendell A. Schick

 

               

II. Secretary’s Report                                                                         Angela Johnson

 

                Faith moved and Cheryl seconded to approve the minutes of the October 24, 2003 regular meeting.

                During Wendell’s brief absence, Mark called for a vote to approve the minutes.   The minutes have been approved as drafted.

 

                                                               

III. Treasurer’s Report                                                                      Amy Baker

 

                Mary Kay moved and Cheryl seconded to approve the treasurer’s report.

               

                                               

 

IV. Regional Representatives Reports

 

A.)    Northeast                                                                      Diane Burnham 

 

On March 12, 2004 the NE Regional meeting will be held at John Carroll University as Claudia Wenzel being the site host. There will be three different presenters. The morning presenters are from Cleveland Financial Group. Elaine Straub is a dear friend to me and is a financial planner, also she is a teacher part time at Cuyahoga Community College Eastern Campus. Tom Genko also will be a presenter and he is a C.P.A. The session will be on Personal, professional and financial growth.  The afternoon session the presenter will be Lois Lott from Ohio College of Podiatric Medicine on needs of non-traditional students.  A round table discussion on Consumer Information.  The subject matter will be the needs               of non-traditional students and how to communicate with them. I would also like to have a round table discussion on Consumer information in our offices.

 

                                The site for April 15, 2004 will be held at Ohio Technical College as Marc Brenner being the

                                host. Norm Bedford from Bowling Green will be the afternoon presenter. The subject will be

                                Consortium Agreements.

 

                                I also now have access to the ATAC web page.           

 

 

                        Activities planned by not yet completed:

        Welcome to Diane Burnham!  The last two meetings will be March 13th at John Carroll University and April 15th will most likely be held at Ohio Technical College.  I have discussed a variety of topics with Diane.  She is in the process of contacting presenters.

 

                                 

 

 

                      

                                Summary Northeast Report through December 2003 -   Submitted by Emily Swain

                      

        The Northeast Region has experienced an abundance of activity since the last Executive Committee Meeting in October.  Baldwin-Wallace hosted the SFA Video Conference, and Fifth Third Bank was our sponsor.  In addition to viewing the video conference, Ginny Biada shared about the 2003 MASFAA Conference.  Roger Eldridge presented on consolidation of FFELP and Direct Loans. 

 

        AES sponsored our third regional meeting at Oberlin College.  The agenda included Michelle Colson of USAFunds.  She presented “Credit Card Debt Amongst College Students.”  The statistics were alarming, which made the material even more relevant.  Marnie Roberts gave us an update on College Goal Sunday, and the afternoon session was on the topic of verification.  Carmen Edwards-Sears and Kimberly Nash-Yore from Cuyahoga Community College were the presenters.

 

        The regional meeting at Winter Conference was highly attended.  I presented an overview of what’s happened since July 2003.  I introduced Diane Burnham, and we also took some time to discuss topics of interest to the membership in the northeast region.  It was a great way to end my time!

 

 

 

B.)     Northwest                                                                     Mike Clouse

 

Ø       Continued planning of NW Regional Workshops

 

                Activities planned but not yet completed:

 

Ø       March 11th Regional Meeting – Davis College

o        Understanding NSLDS – Resolving issues

Ø       April 16th Regional Meeting – Lourdes College

Ø       Possible Topics include:

o        Professional Judgment – Ethics, Consistency between institutions

o        New Student Orientations – Best Practice

               

                                Other Northwest News: Greg Guzman organized the "Ask the Expert" session with Channel 13, Toledo.  Those participating                          will be Greg, Gary Ulrich, Todd Matthews, Beth Casper, Suzanne Fahrer, and myself.

 

 

                                Discussion:

Mike is looking for a presenter for the NSLDS topic on April 16.  It was suggested that Mike contact either Greg Guzman or Roger Eldridge for assistance.  Additionally, Mike mentioned that Greg Guzman will participate on ‘Ask the Expert’ on Channel 13 in Toledo during live news broadcast.

 

 

C.)     Southeast                                                                      Cindy Hahn

 

                                Our third regional meeting was held on November 14th at Franklin University.  Thanks to Lee Harrell for hosting our meeting Thanks too to Ted Hallenbeck from Educaid for sponsoring our meeting.  As always Ted brought some great door prizes of which I drew my own name for the first one - honest it wasn’t fixed!

 

                                Our morning was spent with Marnie Roberts on College Goal Sunday’s history, etc. Mary Kay Freshour also presented on the EAC conference held in San Diego. She supplied us with several helpful handouts from the conference. Thanks Mary Kay!

 

                                After lunch Lee took us on a tour of Franklin’s financial aid office, student services area, the newly renovated library and, most interesting, the suspended mortarboard. There were only 11 members in attendance.  Roger Eldridge was able to spend some time with us in the afternoon on different electronic initiatives schools are currently using. 

 

                                Our next regional meeting will be held at Ohio Dominican University on March 12th.     The sponsor for our meeting will be Fifth Third Bank.

 

                                The SE regional meeting at Winter Conference was well attended.  There were approx 30 members in attendance.  We had a mini ice-breaker (guess the number of ‘kisses’) and discussion on what topics people would like to see covered at future meetings.  SE Regional door prize for Conference was an     ‘Aroma Therapy’ basket from Bath and Body Works.

 

D.)    Southwest                                                                     Kathy Kelly          

                No Report

 

 

 

V. Executive Committee Reports

 

A.)    VP for Training                                                             Claudia Wenzel   

1.)      Support Professional Committee

 

                                The Support Professionals Regional meetings were held on November 20 and 21 with overwhelming                                attendance and enthusiasm. Other than site problems in the South West, the evaluations were very positive. The Co-Chairs plan to send out information regarding the Support Professional of the Year nominations in late February/early March.

                       

 

2.)      Need Analysis                                                      Paul Calme & Scott Lehman

 

                                We had four sessions at conference that were all well attended.  In the first session, we presented on the History of Need Analysis and FAFSA Updates.  Al Donley, our resident historian, presented on the history of Need Analysis and Jason Florack presented on the FAFSA Updates.   We also had a representative from the College Board speak briefly about their history.  All did a great job.

 

                                In the second and third sessions, we presented case studies.  We had virtually a full house for those.  In fact, we had to send someone to a local store to buy some calculators for the 2nd session.  Ellen Hall and Pam Eberwein presented each of the case studies.  Although we found a few minor errors in our cases,     everything went smoothly.  Those errors have been pointed out and corrected.

 

                                Finally, Carmen Sears-Edwards and Kim Nash-Yore did their verification training on Friday morning at 9:00.  We expected about 20 people for our session.  We ended up with about 65 people in attendance!  The only complaint was that we ran out of handouts.  Who would of thought that 65 people would show up Friday morning at 9:00 a.m. for verification training.

 

                                In February, we have four regional, one-day drive-in workshops.  The same material that was presented at                     conference will be presented at those regional meetings.  Dates and Locations are as follows.

 

Baldwin-Wallace College-February 12

Wright State University-February 12

University of Findlay-February 19

Franklin College-February 19

 

                                We will be sending out an announcement to the listserve next week.  (Jan. 20-23)  (Michiale, can we have this put in the Gazette?) Lunches will be provided at these trainings. 

 

                                Finally, in our binders, we included in the tables the expected changes that the Feds were going to make in the state taxes calculations.  We have since found out that those changes will not be made.  That will be noted in our drive-in workshops, as well as a few other changes in some of the tables.

 

3.)      NASFAA Training

         

                                The NASFAA training at conference went extremely well with record attendance. We have to go back to NASFAA to order more training material twice now. Our total count for material is 125. The NASFAA workshop will be held tomorrow at Capital. We have 32 registrants.

               

                                A decision must be made on how to proceed for a spring training session.

 

 

 

 

 

 

 

 

 

4.)      Outreach Committee                                                            Lawrence Mathews & Melony O’Halek

a.)      Stakeholder Relations & Training

1.        Articulation

2.        School Counselor

3.        Access Groups

4.        Others

 

                                The main activity to report on at this time would be the Counselor Workshops that took place state wide December 2nd  through December 5th.

 

                                This year we had 9 different locations, an increase of one site with the addition of Stark State College as an official OASFAA site for the first time.

 

                                To date 8 of the 9 sites have reported attendance figures.

                                --The total state wide attendance count for these sites is 863.

                                --The site not yet reported in the past has consistently had “relatively small” numbers in attendance                                  therefore we predict a grand total of approximately 900 attendees.

 

                                Comparing this to last year’s numbers it appears that the total attendance will be down slightly.

                                --Attendance totals for the 8 OASFAA sites last year was 867.

                                --However, keep in mind this number did not include the count for the Stark State College site which last  year was an “independent” workshop and therefore not included in the OASFAA totals. 

                                --This site’s attendance is consistently around 100 so adding that to the OASFAA attendance count would                     result in  a  “revised” grand total of approximately 967 at all of the workshops last year.

 

                                With regards to the expenses/budget for the Counselor Workshop initiative.

                                --To date we have received expenses for all but two of the workshops. 

                                --Several of these submitted expenses, most likely due to the timing of their submissions, are not                                         currently reflected in the Treasurer’s report total of $4139.13. 

                                --The total to date for Counselor Workshop expenses reported directly to the committee is $5436.18. 

                                --Our budget for this initiative was $6500.  We predict that we will be very close to this number once the other two sites have submitted their expenses.

                                --We are in the process of following up with these sites and hope to have all expenses to report at the next                       executive meeting.

 

                                Outreach Session at Winter OASFAA Conference– Lawrence will provide comments on the success of this session.

 

                                The next Outreach meeting will be at Great Lakes in Columbus on February 13th, from 10:00 to 2:00.  At that time we will perform a more in depth evaluation of the workshops and report back to the executive committee at the next meeting.

                                ============================================

 

                                An item for when the Treasurer’s report is reviewed:

                                --On 1/7/2004 the refreshment expense for Otterbein College workshop (Wood Dining Services) was paid  in the amount of $612.50. 

                                --At the same time that this expense was submitted, there also should have been a reimbursement form and receipts for the photocopy expenses that needed to be paid directly to Otterbein College in the  amount of $244.38. 

                                --In reviewing the Treasurer’s report there is no entry for this expense. 

                                --After having the opportunity to double check the paper work received could the Treasurer please advise                        if we still need to provide the paperwork for this expense??

                                --Our apologies to Otterbein College for the delay in their receipt of these funds.

 

 

                        Discussion:

After previous conversations with Paula at ATAC, Mark suggested to have one point of contact to have the info needed to update the website.  Mark suggested that the e Pres.-Elect as point of contact for web information.  Lawrence further suggested having the persons requesting ATAC assistance (i.e. Committee Chairs) also CC the Pres. Elect when information is to be updated on www.oasfaa.org. 

 

 

 

 

 

5.)      Early Awareness Committee                                              Tasha McDaniel & Alex Murdoch

                 

No Report

 

                                Update:

 

Wendell indicated that there will be a meeting at the Ohio Board of Regents or early awareness.  The meeting will be a call to action of early awareness in Ohio. This call is to have a statewide advisory committee to look at early awareness.  Tom Rudd will chair the committee.  Wendell stated that he will update OASFAA executive committee with minutes from this meeting.

 

 

6.)      College Goal Sunday Committee                       Katie Bontrager, Lee Harrell, Tally Hart & Marnie Roberts

 

No Report

 

 

                                Discussion:

 

There is an immediate need for volunteers at the Youngstown site of ITT Tech.  This site has no volunteers.  Other sites in need of volunteers are Newcomerstown High School, Fairlawn High School, and ITT Tech in Youngstown several sites are low in numbers

 

However, there are no registrants for the sites that have no volunteers as yet.  Wendell asked that the College Goal Sunday committee chairs have a plan for the CGS to ensure staff at all sites. Lawrence stated a concern about canceling sites due to the availability for families to walk in and register.

 

                                Wendell indicated that the monetary expenses will be evaluated this week to modify or cancel some CGS     

plans, for example the pizza lunch has been cancelled.  However, the $250 scholarship at each site will still take place.  All of the public relations information has been committed and finalized.  Alternations will be discussed at the Finance Committee this afternoon.  Wendell had indicated that more info to be shared as it is available.  Mark stressed that the quality of the event is the thrust of the event and have a                              positive College Goal Sunday.

 

                                Lawrence also noted that the 800 4 FEDAID number will be available on Sunday, February 8 if sites needed to call on College Goal Sunday.  

                       

 

B.)     VP for Conferences                                                                      Cheryl Willard

 

1.)      Corporate Development

General Sponsorship:  $23150 committed / $22,150 paid (as of last report)

College Goal Sunday: * $9000   committed /* $8000 paid (as of last report) *Does not include scholarship funds

 

Conference Sponsorship: 

                                37 exhibitor/sponsors - $35,450 committed / $29525 paid

                               

                                Activities planned but not yet completed:

ATAC is working to enhance features of general/conference sponsorship form.  Credit card payments are a possibility. Goal is to test for spring conference.

 

 

2.)      Professional Development                                                 Michael Jones

                                The Professional Development Program at the Winter Conference was a huge success.  Terry Everson’s                                ratings were off the charts!  We had 30 participants in attendance for this program.  Everyone found the                                         information and materials to be extremely useful and something they could go back to their offices and apply.  Here are a few of the comments made by the participants:

 

                                “This was a very informative session.  Thank you for offering this.  It was very beneficial”

 

                                “Wonderful! I haven’t felt like I’ve ever taken anything this useful away from conference.  Please                                            continue to offer these types of programs at future conferences.”

 

                                “This was great- at appropriate level for senior managers.  Felt it was very useful”

 

                                “Great workshop, great idea for long-time OASFAA members” This was one of the best sessions I ever                                 attended at an OASFAA session.  Excellent, many items to think about.”

 

                                We also had 9 past presidents request hotel room compensation for the Winter conference.  $1489.10                                     went towards hotel compensation for those individuals that needed that assistance.

 

 

                Activities planned but not yet completed:

                                Inviting Terry Everson to return for the Spring conference and do a couple of small sessions designed for                             Senior OASFAA members.   We will be talking to Terry Everson soon on his ideas and suggestions for smaller sessions.  

 

                       

3.)       Leadership Committee                                                        Norm Bedford

 

        No Report

 

                                 Update:

                                Twenty class members participated in the Leadership Class of 2004.  A shorten version of the leadership offerings will be available at Spring conference.  Wendell suggested inviting class members as guest at the remaining Executive Committee meetings or to participate at the conference planning committee.

                         

 

4.)      Conference

                                The OASFAA Winter Conference was held at the Holiday Inn Columbus / Worthington Hotel, December                              9th through 12th.   A total of 425 attendees participated in one of the largest OASFAA conferences – including 59 first-time attendees and 22 past presidents. 

 

                                In addition to 44 interest sessions included in the conference agenda, training included a multi-session                                  Leadership program and an all-day Seasoned Professionals program. 

                               

                                A gala dinner and dance was offered at the hotel Wednesday evening and the Toys for Kids drive was a                               tremendous success.

                               

                                Thirty-seven exhibitors filled the upper and lower terrace areas of the hotel with an impressive array of                                   student loan information, give-away items, and door prizes.

                               

                                Conference Evaluations emphasize the appreciation of strong interest session content and expert                                            presenters, the enjoyment of good food and entertainment, the need for adequate space in breakout rooms and throughout the conference site, and the desire for internet access.

 

                                Special thanks must go to the Conference Planning Committee and the Committee Chairs who helped                                      make the conference a memorable event.  Their efforts resulted in a smooth registration process, an organized exhibit area, $35,450 committed in conference sponsorship, superb presentations, high quality printed programs and materials, and a terrific live band at Wednesday night’s gala. 

 

                                A contract for winter conference 2004 has been signed for the Holiday Inn Columbus-Worthington.                                        Contracts for 2005, 2006 and 2007 are being discussed with the Columbus Marriott North Hotel.  Marriott North contracts include a guaranteed sleeping room rate of $94 and complimentary high-speed Internet access in all sleeping rooms.

 

                Activities planned but not yet completed:

 

                                A review of the conference registration fee structure, including refunds and cancellations, will soon be                                   underway.

 

                                Members of the Spring Conference Planning Committee will meet at Great Lakes on February 20, 2004.                                     Dates for Spring Conference are Tuesday, May 18, 2004 (golf outing) through Friday, May 21, 2004.  Lee Harrell and John Brown will plan the golf outing. 

 

 

 

 

 

                                Discussion:

                               

                                Winter Conference date for the next few years are as follows:

 

                                December 7-10, 2004

                                December 6-9, 2005

                                December 2006, not finalized

 

                                A discussion of the refund policy for conference registration had ensued. It is recommended that a policy                    is in place for Spring conference to ensure members know exactly what the refund policy will be.

                                Additionally, Faith had suggested that more information about session descriptions be included on the                      website other than the title of the session.

 

 

a.)      Site                                                                                 Cindy Delbridge

 

                                       No Report

 

 

b.)     Program                                                                         Randy Ulses

 

                                      No Report

 

 

c.)      Entertainment                                                               Gail Houtz & Michiale Schneider

 

Winter Conference was a success and the gala went off without a hitch.  The band, The Might Quinn, played to an enthusiastic crowd.  Toys were also collected for the Columbus Firefighters Toy Campaign and the OASFAA membership was very generous.

 

                Activities planned but not yet completed:

 

To meet & discuss conference entertainment for the upcoming Spring 2004 Conference.

 

                               

d.)     Registration                                                                  Beth Casper

                                                425 registrants for 2003 Winter Conference

                                                        97 purchased NASFAA Materials

                                                        313 were scheduled to pay membership fee with conference registration

                                                        59 indicated this was their first conference

 

                                                                13 attendees still need to pay membership fee.

                                                                5 attendees still need to pay conference registration.

 

                                                                Of the 425 registrants, 23 past presidents/special guests attended at least a portion of the                                                  conference (22 past presidents and Jack Hines).

 

                                                                Of the 425 registrants, 21 Leadership class members participated in the leadership                                                                track.

 

                                                                Reminder notices have been sent multiple times to each individual.  The most recent                                                            reminder was sent on 1/15/04.

 

 

 

 

                                                               

C.)     President-Elect                                                                             Mark Bandré

1.)      Nominations Committee

 

        Update:

 

        Monday, January 26 is the deadline for nominations.  Currently, there are no nominations for SE regional       rep position.   The election process will take place on the website.  After Jan. 26 there will be a meeting to        get nominations.  There are sixteen positions available.  February is the expectation to have the electronic               ballots available.   Transition is planned in early May.  However, dates have not been finalized but send        info to Mark of suggested dates.

 

 

2.)      Finance Committee

 

        To meet on January 22 to discuss the long range fiscal plan.

 

 

3.)      Research/Evaluations

 

                No Report

 

 

D.)    Past President                                                                               Mary Kay Freshour

 

1.)      Association Governance Planning and                            John Brown & Michelle Wade

Evaluation Committee

               

                                No Report 

                               

                                Discussion:

 

Mark had indicated that AG&P Committee need to work on the P&P updates from Oct. meeting minutes.  Wendell suggested that Cheryl house the contracts to the conference in the lock box.

 

2.)      Membership/Recruiting and Communications                                                 

a.)      Associate Members Committee                 James McDougal & Leigh Cameron

 

                                        No Report

 

b.)     Membership Support                                                  Betsy Johnson

                                        Current memberships as of today, 1/21/04: 574

               

                                                Additional info:

                                                The New Member Session at Winter Conference was a success with almost 30 new members in                                        attendance, along with many exec members.  We created a wonderful weave and had a great time getting to know each other.  The committee will be planning the reception for the spring conference and plans to bring back the mentoring program.

 

                                                Discussion:

                Wendell questioned if the clock hours schools are included in numbers for membership.  Mary Kay will check with Betsy on whether the increased membership numbers include the clock hour group.

 

c.)      Communications                                                          Mary Lynn Perri & Michiale Schneider

                                                The December Gazette has been published & put on the web.  Additionally, we tried something                                        new—putting the photographs taken at Winter Conference on the website so members can access the photos and even order copies of those they wish to have.  We are currently working on the next issue—ETA March 2004.

 

                                Activities planned but not yet completed:

                The remaining two issues of the Gazette for 2003-04 (Feb & May—possibly Summer edition)

 

                                Recommended discussion items for the Executive Committee:

                Originally, the Gazette’s purpose was to inform the membership of important information that they needed to know.  The Internet now seems to accomplish many of these tasks through the OASFAA Listserve as well as news bulletins put out there by the regional reps. Information is flowing more quickly than ever before.  Regional reps, committee members, etc are doing a                 great job of disseminating information to the constituents.  Are we duplicating our efforts and creating information overload?  Is there a better way?  Should we streamline these activities?  Please include on the agenda for the next meeting. 

 

3.)      Regulatory Committee                                                         Stephanie Sutton & Matt Short

 

a.)      State Issues

                               

                                        No Report

 

                                       Discussion:

                                       Governor Taft has declared January financial aid awareness month.  Wendell shared the                                                     proclamation document with the Executive Committee members that were present at Great Lakes. Wendell stated that Charles Shahid plans to bring back the Ohio Board of Regents advisory committee.  Wendell suggested that up to four OASFAA members to be on the board to represent  OASFAA from a variety of schools.  The Advisory Committee will make recommendations to OBR to have to address the needs of the schools.  Lawrence suggested that Charles join the Executive Committee as the liaison to OASFAA from the Ohio Board of Regents.  Wendell mentioned that there is only one OBR person as member of OASFAA based on a recent search of the membership                             website.  Mary Kay stated that it would not be necessary to be an OASFAA member as a liaison to the Executive Committee.  Stephanie indicated that Charles needs to be officially invited to the Executive Committee and Wendell will extend the offer.  Further, Wendell suggested that the chair of the Regulatory Committee to be on the OBR Advisory Comte.  Stephanie will suggest to Charles  that OASFAA nominate those to the Advisory Committee.  Wendell also suggested that a two-year school should be represented.   There is also a suggestion to Invite HEI to attend Spring Conference to hold an interest session.

 

 

 

 

Wendell attended a meeting with John Boeher and Pat Tiberi at The Ohio State University.  During the meeting, Wendell took notes and had prepared the following to share with the membership.     

 

Meeting with John Boehner & Pat Tiberi – The OSU Main Campus

 

The one-hour meeting covered most issues currently known that are under consideration for Reauthorization in Higher Education.  Congressman Boehner, as the Chair of the committee, summarized what he expected to happen. Concern was expressed that reauthorization was coming up, but there is little if any additional funding.

 

Items that were discussed include:

 

Access:

  1. Increased Pell funding – Not much money there – increasing the Pell Grant costs way too much money.   Potential increases to first year students raised the same question; “Where is the money coming from?”  However, some incentive should be given to those who graduate on time and especially early.
  2. Stafford/Direct Loan limits need to be increased.  The amounts per year need to be leveled out in the different grade levels and increases across the board should be reviewed. There is no expectation of eliminating either of these two programs. Although he is philosophically opposed to Direct Lending, he will not attempt to end it.
    1. Prefers the terms of the two programs to be the even.
    2. He believes the program costs are equal to the Federal Government.
  3. Consolidation Loans – there need to be a variable rate for those choosing to consolidate.
  4. Does not see the Federal Work Study community service requirement of 7% increasing.
  5. Teacher Loan Forgiveness – supports increased loan forgiveness, especially for teachers who serve economically disadvantaged populations. 
  6. Continued Federal support is needed for early awareness initiatives and agencies including College Access Network, Gear-Up, and Trio programs.
  7. The Federal Need Analysis Formula – Simplify should be the goal.

a.        Review the simplified Needs Test for Long Form filers

b.       Address the 529 plans to encourage the savings component for parents.

 

Accountability:

  1. Quality Assurance programs that some Financial Aid Offices use were supported.
  2. “Fed up” Bill will be addressed in Reauthorization. (30 day delay) – hopes to include many of the original provisions.
  3. Default rates have improved significantly – recognize those schools that have successfully reduced their rates.

 

Affordability

  1. Costs for Higher Education – They are being primarily driven by Health Care and the technology explosion.

 

Cost Containment:

  1. Price controls – probably will not occur, but it needs to be talked about.  He does not believe that cost containment will become part of the legislation.

 

Important notes:

 

  1. No reauthorization probably until 2005 despite an attempt to pass a bill in 2004 in late January.  This is due in large part to the upcoming Presidential Election.
  2. The President's budget may include:
    1. Increased Pell Grants (+$500-$1000) for those with high grades.
    2. Other Pell Grant changes are not likely to occur since cost of program is going up rapidly as more low-income students attend college and are expected to continue.
  3. Plans to discuss ideas with Ohio aid administrators throughout process – The key contact is likely to be Alison Ream, staff member on the Committee on Education and the Workforce.

 

 

b.)     Federal Issues

               

                No Report

               

                Discussion:

 

                                                Lawrence had asked about the recent House Bill that has been  introduced regarding the IRS                                       match on the FAFSA.  Mark stated that it was covered in the Reauthorization meeting that hehad attended with NASFAA.  The bill was not approved but the recommended was combined with five other items.

                                                 

               

                                                Update:

 

                Ask the Regulatory Committee will be in the February issues of the Gazette.

 

 

c.)      Reauthorization Issues                                               Don Chenelle

                                                No Report

                                                 

 

 

VI. Liaison Reports

 

A.)    OBR                                                                                                Tom Rudd

                               

                                No Report

 

                                 

B.)     Great Lakes  

                               

                                No Report

 

                                 

C.)     OCAN                                                                                            Shane Hollett

                               

                                No Report

 

 

                                 

 

VII. Old Business – Clock Hour Schools – defining their needs – spring conference?

                                     

                                      Financial Aid Awareness Month.

                                      Wendell passed around proclamation from Governor Bob Taft.

 

                                      OIG Issues – Regulatory committee update.

                                      Shared by Stephanie in the Regulatory Committee updates.

 

                                     NASFAA Best Practices Symposium – reminder - The training dates and locations are:

·         February 27-28, San Diego

·         March 19-20, Boston

·         April 16-17, Dallas

 

 

VIII. New Business – Nomination for those on OIG Advisory Committee

    

   Boehner/Tiberi minutes and student success stories needed

       In addition to Wendell’s notes from the Boeher/Tiberi meeting, he want to keep track of student                       success stories that are requested by the representatives.

 

  October 4-5, 2004 OCAN Conference Marriot McKinley in Canton, OH

        As a reminder, the Ohio College Access Network conference will be held in Canton in October. This would be a great opportunity for OASFAA to attend.  Lawrence had indicated that OCAN is looking forward to Outreach Committee attending.  Further, Wendell suggested that OASFAA    members participate on the local level of Access organizations.         

 

 

NASFAA Awards Nominations Due

                                Wendell asked if there were any suggestion for nominations for the NASFAA awards.

                                Lawrence had suggested that maybe we can resubmit the leadership process and discuss with Norm for                         resubmission. There is up to 3 years to submit for an award for program.  Wendell will ask Lee Harrell to complete awards application for the Spring 2002 conference, in which OASFAA partnered with OCAN for a joint conference.  Further, Wendell will check with Tom Rudd and Leslie Sawyer on participating in this process.  Wendell also suggested to have the Outreach Committee activities for 2003-2004 submit an application of the award.  Lawrence recommended that the College Goal Sunday activities and proclamation of January as Financial Aid Awareness month be considered.  Mary Kay suggested that the Professional Development Committee submit an application of nomination for the Seasoned Professionals workshop offered at the Winter 2003 conference.  However, Spring conference will still have some information relative to the committee’s work for seasoned aid professionals and the nomination should take place the following year. Institutional awards will also be apart of this process.

 

 

Other Announcements

 

  • Announced that Myra Bush-Goetz is now at GLHEC, supporting the lenders
  • Announced that Brett Linquist has replaced Mary Artar Bell at Great Lakes.  Mark and Wendell may ask Brett to replace Roger as the liaison to the OASFAA Executive Committee
  • Announced that Wendell is a committee member for the Student Access and Coordinating Council of Ohio.  The focus of the committee is to facilitate greater communication among college access organizations and partners, to advise OBR on the development of comprehensive statewide college access strategies that also encourages students to be successful and to provide guidance that will be critical in developing assessment strategies that can assist us in measuring the effectiveness of these efforts. 
  • Announced that from March 7-9 Mark and Faith will be attending NASFAA Leadership Training
  • Announced that Mark is looking for a representative from OASFAA to attend the MASFAA State Exchange which is from March 10-12 in Missouri

 

 

Next Meeting March 4, 2004

 

Adjourn

 

 

Amy moved to adjourn.  Faith seconded.