I. Announcements and Opening Business Mark Bandré

Mark welcomed Mayme Patthoff to the exec committee as the OCAN representative until an executive director of OCAN is named.

A) ATAC web site upgrade proposal:

An ad hoc committee was appointed to review the proposal and make formal recommendation to exec. There were four pieces to the proposal – (1) Database Upgrades including membership system, payments, chair access, events sections and existing forms, (2) Online forms upgrade including existing database connected forms, membership application, conference registrations, general sponsorship & conference sponsorship, (3) Membership directory advertising integration, and (4) E-commerce integration or the ability to accept credit cards. The thought is to upgrade the membership database to make it more functional which all deem to be dollars well spent. The credit card upgrade would be convenient but not sure it is worth the money as there are fees involved. Steve added that no one has failed to pay his or her fees because of lack of credit card acceptance options. Mark will let Paula know that we will take advantage of options 1, 2 & 3 with number 4 being declined. The implementation time frame will hopefully be mid to late February. Mary Kay mentioned the elections as we did them around that time. We need to take that into consideration for elections in March. Also, we need to consider the College Goal Sunday evaluations, which will happen after February 13^th. All agreed with the proposal. The cost is as follows;

Database upgrade is $1700

Online forms is $900

Membership upgrade is $400

Looking at timeframe, Betsy asked what portion of the web site will be down. Paula had informed us that the web would be off line for several days. Discussion continued and it was determined that we may give Paula the date of February 21st as a possible week to upgrade. Mary Lynn motioned that we accept the first three proposals, Faith seconds. Motion passed.

B) AG&P proposal re: Conference comping policies:

OASFAA may choose to invite selected individuals to annual meetings as “Conference Guests”. A conference guest (keynote speaker or presenters) invitation and expenses must be approved by the discretion of the President. The Corporation may cover the registration fee, reasonable transportation coverage, room accommodations, and/or and honorarium.

In addition, due to their involvement with the planning of the association conferences the following positions on exec will be covered accordingly:

President – Conference registration and hotel guest room for both conferences

President –Elect - – Conference registration and hotel guest room for both conferences

VP Conferences - Conference registration and hotel guest room for both conferences (shared room if possible)

Registration Chair - Conference registration and hotel guest room for both conferences (shared room is possible)

Site Co-Chairs - Conference registration and hotel guest room for both conferences (shared room if possible)

Program Chair – Conference registration for both conferences

Treasurer – Conference registration for both conferences

VP for Training – Conference registration for conference with NASFAA Training

** By order of preference offer comp rooms, as they are available.

Discussion: Comments about Treasurer, VP for Training and Program Chair, they still have the ability to attend the conference. Do they need to have the comp to participate in conference? This could apply to the Registration Chair as well. Questions: Is this a perk to run for office or is it based on the fact that the person cannot attend conference? A decision needs to based on one way or another. Part would depend on how many comp rooms we get from the hotel. Chuck and Mark pointed out the lack of four-year public school representation on exec and in elected positions and suggested that such comping polices, while not intended as a merit award, may well need to exist in order to help convince the administration of any interested parties from such schools that such roles are not a financial burden to the school. Wendell moved to accept the proposal as presented, Randy seconded. The motion passed meaning the AG&P proposal will be implemented as proposed. All recognize that the policy may not be perfect but does reflect our current association realities and is fiscally prudent.

This officially goes into place for winter 2005 conference. Amy and Mary Kay will work to update the Policy and Procedure manual.

C) BGSU archivist position proposal:

All of our archives are currently being held at Bowling Green State University at very little cost to the association. They are asking for an annual monetary donation of $300 in order to help fund a new part time archivist position being created at their center. How was the amount determined? BGSU will cover one third of the cost with materials and such being donated by their Center of Archival Collections. The over thirty associations that use the archives are being asked to cover the rest via such voluntary donations. Mark will contact Bowling Green and indicate that we will make a one-year commitment to the donation beginning July 1, 2005. We will begin to explore the possibility of imaging all the documents and potentially not using the archive system at BG anymore. In response to this latter suggestion, several mentioned that even if the materials are transferred to an electronic format, we may well still need the services of an archivist in order to actually use the materials. Wendell has agreed to take on this task of exploring document imaging options.

D) OASFAA logo project update – Randy Ulses:

Randy has been looking at the logos. He took what currently exists and tried to separate the different varieties. We need to standardize the logo. He took the basic logo, cleaned it up and then allowed it to be in color. He showed us different versions with the name, the name and the state, one with added elements, one with color logo with all elements, and online logo and a color online logo. Suggestion was made to start with one generic logo for use in letterhead and other paper processes with a second draft that incorporates color into the generic logo for use on the web site etc. Randy will work to prepare final drafts of these two logos for presentation during the January conference call.

We are trying to declare January 2005 as Financial Awareness month. Lisa is working with the Governor to get approval. We should have a decision this week. Proclamation should follow shortly thereafter.

Mark asked if there is anyone going to the Michigan conference for the MASFAA state exchange? Mary Lynn was working with a person to get that in place.

II. Secretary’s Report Amy Baker

The October 2004 exec minutes were approved with one correction. Amy has minutes, prepared by Angela, from the Spring 2004 conference business meeting which will be presented at the Thursday winter business meeting.

III. Treasurer’s Report Faith Phillips

Faith presented Treasurer’s report. It was approved as presented. She had a question about how and when to transfer funds from checking to savings in keeping with our budget plan and P&P requirements. Mark explained that we do want to put money back into the reserves but that the P&P does not stipulate when that should occur. He also clarified that we can put back more than was budgeted. Mark said that when conference expenses are taken care of, we could transfer money to reserves. That is Faith’s call as to when we are in a good situation to do so. She will put money in savings account and, at the end of the year, we will transfer funds as possible to the TIAA CREF account. That way we will still have easy access to the money if we have the need.

IV. Regional Representatives Reports

A.) Northeast Emily Swain

Summary of activities:

Since our last Executive Committee Meeting, we’ve had two meetings in the Northeast Region. On October 29^th, we met at Lorain County Community College where Stephanie Sutton presented on the NSLDS Transfer Monitoring List. I also spent some time sharing the benefits of OAFSAA membership, reasons to get involved, and upcoming events such as Support Professionals Workshop, Winter Conference, and College Goal Sunday. In addition, we had a roundtable discussion on Professional Judgment Reviews. The discussion included helpful hints and cautions along with an exchange of PJ forms used in our offices. Twenty-eight people were in attendance.

On November 18^th thirty-one members gathered to watch the Department of Education Application and Delivery Systems Video Conference at Mount Union College. Upcoming events were announced, and a high percentage of the attendees were registered for Winter Conference.

Activities planned but not yet completed:

Aside from the NE Regional Meeting at Winter Conference, the next Northeast Regional Meeting is scheduled for March 10^th. I’m working on a location and presenters for the meeting.

I also have a meeting planned for April 1^st at John-Carroll University. A representative from the Professional Development Committee will present an overview of the Leadership Class information for 2005.

Recommended action items for the Executive Committee:

What steps need to be taken when a sponsor is not listed on the website? This was question was addresses by Steve England.

B.) Northwest Todd Matthews

Summary of activities: Since the last meeting, I have organized and held a meeting on 9/23/04 at Owens main campus and also a regional meeting at BGSU Firelands for the Dept. O’ Ed. Videoconference on 11/17/04.

Activities planned but not yet completed: I have a regional meeting planned for January at Davis College and February at BGSU. I will also have a breakout regional meeting at Winter Conf.

C.) Southeast Phil Bovenizer

Summary of activities: The second SE Regional meeting took place Nov. 18 at Denison University. A continental breakfast was available at registration at 9:30 with the meeting starting at 10:00 in the Welsh Hills room of the Burton Morgan building. Thanks to Susan Kannenwischer for all her help facilitating meeting rooms and arranging catering at the beautiful Denison campus! We had 20 folks in attendance. Tom Yarnell from Otterbein presented ‘How to conduct a High School financial aid night’ which led to some really good discussion. After lunch we moved over to the library to view the SFA Videoconference. Our meeting concluded shortly after 3pm.

Activities planned but not yet completed: Regional meetings to be scheduled: Feb 18, 2005; March 18, 2005 plus an April date yet to be selected. Sites and speakers to be determined.

D.) Southwest Jeff Daniels

I do not have anything to report as I did not have a meeting during the months of October or November.

V. Executive Committee Reports

A.) VP for Training Randy Ulses

1. Support Professional Committee

Summary of activities:

November 18, Ohio Northern will host the NW Region. David Garza and Bennie Hayden from Texas Guaranty Agency will be presenting the Loan Consolidation information and Ann Marie Gruber will present the afternoon sessions.

November 18, Cedarville University will host the SW Region. Lee Harrell from Great Lakes will be presenting the Loan Consolidation information and Kathy John and Kim Jeffers will be presenting the afternoon sessions.

November 19, Lakeland Community College will host the NE Region. Michiale Schneider or a representative from USA Funds will be presenting the Loan Consolidation Information and Ann Marie Gruber will present the afternoon sessions.

November 19, COTC/OSU will host the SE Region. Steve England from AES will be presenting the Loan Consolidation information. Kathy John will be presenting the afternoon sessions.

The Workshop flyer was sent to the OASFAA list serv on 11/1 and 11/8. As of the 12^th, we have 17 registered for Cedarville; 23 registered for COTC/OSU; 18 registered for Lakeland; and 15 registered for Ohio Northern.

We did not find out the date of the ED video-conference until after the dates and locations were established for the Support Professionals Workshops. We may experience a decrease in attendance due to the scheduling conflict.

The workshops were a success. Evaluations came back very positive! We had 24 attendees at COTC/OSU; 15 attendees at Cedarville; 12 attendees at Ohio Northern; and 20 attendees at Lakeland.

Activities planned but not yet completed:

The Workshops!!!!

Support Professional of the Year Award

Recommended discussion items for the Executive Committee

Up until the week of 11/8 we only had two sponsors for the workshops (one pulling out at the last minute) We were lucky and two additional sponsors volunteered; however, if this was not the case, would the money come out of the regular Committee budget? No one seemed to know the answer to this.

2. Need Analysis

We have been very busy in the last two months in preparation for Winter Conference. The committee met in October and on November 12 at Franklin University to wrap up preparation for our four sessions at conference as well as the drive-in workshops.

There is only one major update for our committee. Our Southwest drive-in session scheduled for Friday, February 4 was moved from the University of Cincinnati to Wright State University. We were not able to obtain a site at UC.

3. NASFAA Training

Summary of activities:

· Scheduled one-day drive-in for Friday, January 14^th at Mt. Carmel College of Nursing in Columbus.

· Sent information to Paula to get online registration up.

· Conference selling of packets has gone beyond room capacity.

· Sent “save the date” email to OASFAA-L.

· Sent scheduling information to regional reps on 11/18 ED application and delivery system videoconference.

Activities planned but not yet completed:

· Food reservation for lunch.

· Registration tracking.

4. Outreach Committee

The workshops were a success! They are currently waiting on the participant numbers and the evaluations. Melony is working with OCAN to be involved with providing them with information. The question about the file source was asked and Melony indicated that they went to the state of Ohio database in sending the information. Deb Divers mentioned that she purchased a College Board database of Ohio high schools and offered the list to OASFAA exec. It was mentioned that, for future years, we should look at the possibility of purchasing the database for Outreach and College Goal Sunday. Deb indicated that the cost was around $100.

a.) Stakeholder Relations & Training

1. Articulation

2. School Counselor

3. Access Groups

4. Others

5.) Early Awareness Committee

No report

6.) College Goal Sunday Committee

The sites for College Goal Sunday 2005 are finally secure!

We will have 34 sites in 28 counties. The first piece of publicity for this year’s event was distributed at the Guidance Counselor workshops along with volunteer forms.

Greg put together a power point presentation to use at the workshops as well. Thanks to Melony and Sandy for their patience and assistance getting this information to the sites.

Greg also sent out this same information in electronic format to the list serve. Paula from ATAC is working on getting the web site updated with 2005 information as well as registration and volunteer forms. The goal is to have the site fully functional by January 1.

We are currently working on finalizing the final mailing which will include posters and brochures. These pieces will focus on registration and site locations. The plan is to mail one package to each post-secondary institution, high school, and college access program. We are working on securing the mail list for these populations. This information will also be used to spread the word through the community. Our goal is to have the publicity work stay in the hands of the site coordinators with assistance from our regional reps. The details of this publicity blitz will be reviewed at our January 14th meeting at Great Lakes. An invitation to this meeting will go out to the membership.

We will have a table in the exhibit area to touch base with site coordinators, recruit volunteers and answer any questions. Additional "Save the Date" posters will be available as well. We also will be updating the membership Thursday at lunch during the general session.

To date, our only expense has been the printing and distributing of the "SAVE THE DATE" piece for $1066. We also have incurred design expenses of $2550. The estimate for printing the next phase is approximately $4200 not including mailing and distribution. We anticipate being well under budget.

Collegegoalsunday.org web site is up. Biggest concern is the packages that will be sent out to the high schools and the colleges within the next month. One package will be sent to each institution. Claudia encouraged people to attend the January 14^th meeting at Great Lakes. They are very much under budget. Don’t anticipate the other expenses to be excessive. We are working with the Kent State design team for the marketing. What happens with the extra that we have not spent? Can we use these funds to help repay some of the deficit from last year? The regional reps will be very involved in promoting the event in their region. Still have lots of shirts and will use them in this next year.

B.) VP for Conferences Cheryl Willard

1.) Corporate Development

Summary of activities:

General Sponsorship: Currently we have a total of $18300 committed and $12450 paid.

We will be doing a follow up email on all balances that are more than 30 days old within the next couple of weeks. We have three sponsors for the Membership Directory, two for the Gazette, and six sponsors for College Goal Sunday. We were also able to secure sponsors for all four of the Support Professional workshops.

Conference Sponsorship: $44700 committed and $33800 paid.

We have 37 exhibitor/sponsors signed up. We have 1 sponsor (Fifth Third) that had to be turned away from exhibiting due to the hotel space limitation. They seemed to be understanding of our problem, gave sponsor dollars anyway, and said that they will make sure to register early for spring conference. We do not expect any others to ask about exhibiting and are excited that, at least for spring, exhibitor space should not be an issue.

Activities planned but not yet completed:

Follow up with sponsors on all unpaid balances that are more than 30 days old.

2.) Professional Development

Summary of activities:

§ Winter conferences are all set. The Professional Development Committee will have five sessions offered at conference.

Ø On Wednesday, December 8 we will have session on Leadership – Believing You Make a Difference by Darin Grussendorf of Texas Guarantee Student Loan Corp. The committee has been working with the New Member committee to encourage new members to attend this session.

Ø On Thursday, December 9, we will have two sessions presenter by certified speaking professional Patrick Donadio. Topics are Create Your Own Job Satisfaction and Empower Yourself to Success. In keeping with overarching theme that began in Winter conference of 2003, these topics may be of interest to seasoned professionals.

Ø On Thursday, December 10, we will have two focused on Leadership. One session will showcase past leadership class participants as Lessons in Leadership which is open to all members. The second Leadership session will be closed to past leadership participants, Leadership - Moving Forward, a brainstorming session with past participants to discuss the how they see future of leadership program. Attendees will be asked to explore topics to be presented at the Spring conference. Past leadership class participants were also surveyed on format, content, and

§ Invited past leadership class participants to the new member reception and meet new members; Past leadership participants will also mentor new members and discuss with them the benefits of participating in the leadership program

Activities planned but not yet completed:

§ Plan the presentation at the regional meetings to promote the upcoming leadership program for 2005-2006

§ Organizing past leadership participants who may be presenters for Spring conference, concept ‘Making It Your Own’

3.) Conference

Summary of activities: Winter Conference will take place at the Holiday Inn Columbus/Worthington from December 8 – 10.

Conference theme is “Making a Difference in the Student’s World”.

Conference registration, hotel reservation information, and sponsorship details and registration has been available on line as of October 11.

A complete Conference Program pdf file has been posted to our website.

Full conference registration fee $125

One day registration fee $70

Hotel room rate @ night $85 (Sleeping rooms sold out at the Holiday Inn as of 11/19/04 – Sheraton Suites offered $85 rate to conference attendees.)

The following data provided by Beth Casper, Registration Chair, 11/29/04:

2004 Winter Conference Statistics (red includes speakers and guests)

Total Registrants: 452     (489)
This is my first OASFAA conference. 77     (77)
Full Conference Registration ( 3 days ) 398     (405)
One Day Only Registration ( 1 day ) 53     (82)

Approximate registration-related costs to date: $500.00

A conference contract has been negotiated and signed by OASFAA and Kings Island Resort in Cincinnati, for the OASFAA Spring Conference, 2007.

a.) Site

No report

b.) Program

Goals of the Committee:

Create the winter and spring conference programs, postcards, folders and quick reference guide. Also, to attain the most reasonable printing prices available.

Timetable needed for goal completion:

The program is at the printers at this time. It is due back December 1st. The quick pocket reference guides which includes session times and descriptions are being uploaded to 48 Hourprint.com today November 19 and will be shipped in 48 hours. Post cards were mailed on schedule in October.

Expected budget:

Under last year !

c.) Entertainment

No report

d.) Registration

No report

e.) New Member/Mentor

No report

C.) President-Elect Mary Lynn Perri

1.) Nominations Committee

No report

2.) Finance Committee

No report

3.) Research

No report

4.) College Goal Sunday Corporate Development

No report

D.) Past President Wendell Schick

1.) Association Governance Planning

Summary of activities:

Submitted proposed changes for complimentary conference registrations and rooms. Will be voted on at Exec Meeting.

2.) Membership

Current number of members as of 11-29-2004 is 853. I would like everyone to look at the membership brochure and provide any feedback. Biggest question is the brochure being date sensitive. Need to get a membership renewal email out. Needs to be time sensitive. Will we make it available online? YES! We will discuss further at the January meeting.

a.) Communication

No report

b.) Membership Support

No report

3.) Regulatory Committee

a.) State Issues

Summary of activities:

· Discussion with Wendell Schick 10/20/04 on OBR/SGS and perceived disarray/misinformation handling. Update web site and voicemail, etc. Decided with input from Mark Bandre and Wendell Schick to send an e-mail to the list-serv and forward questions concerns to Charles.

· 11/19/04 Forwarded email to OASFAA list serv per Charles Shahid’s request

· Submitted College Access Information Coordinator Job per Charles Shahid request.

· Worked with Wendell Schick, Mark Bandre, Lisa Mitchell, Katie Bontrager in finding letter to secure January as Financial Aid Awareness month.

· Moderating Conflicting Information and OBR State Update Session at 2004 OASFAA Winter Conference

· See Appendices A-D for more information

b.) Federal Issues

No report

c.) Reauthorization Issues

Summary of activities:

The House of Representatives on October 6 and 7 passed two higher education bills introduced by Republican legislators. The Higher Education Extension Act of 2004 extends authority for the continuation of Higher Education Act (HEA) programs through September 30, 2005.

Congress agreed to hold off on any changes to the Pell Grant charts until it could look at the student aid problem as a whole during reauthorization of the Higher Education Act," a New York Times editorial states. "... But with the election behind it, the Republican leadership has advanced a proposal that could slash the program anyway, by roughly $300 million."

Activities planned but not yet completed:

Reauthorization of the Higher Education Act will not be completed during this Congress.

Congress will adopt an extender to keep the programs operational.

Committee hearings are likely to continue

VI. Liaison Reports

A.) OBR Charles Shahid

B.) Great Lakes Dave Bowman/Lee Harrell

C.) OCAN Mayme Patthoff

VII. Old Business

VIII. New Business

Next Meeting – January 27, 2005 – 10:00 AM to 2:000 PM (est.) – via conference call

Adjourn

Made the motion to adjourn, it was seconded. The meeting was adjourned at 11:27.

Appendix A:

Dear OASFAA Members:

Charles asked that I forward this to the list so that you are aware. Thanks.

Stephanie Sutton
OASFAA Regulatory Issues Co-Chair

-------- Original Message --------

Subject:	Ohio Instructional Grant Funds for 2003-2004
Date:	Fri, 19 Nov 2004 11:27:26 -0500
From:	Charles Shahid <cshahid@regents.state.oh.us>
To:	hei_financial_aid_liaisons@regents.state.oh.us, hei_ig_reporters@regents.state.oh.us
CC:	Rich Petrick <rpetrick@regents.state.oh.us>

Financial Aid Liaisons and Data Reporters –

Please be advised that there are no longer any Ohio Instructional Grant funds available for the 2003-2004 academic year.

If anyone has any questions, please do not hesitate to contact me.

Charles

Charles A. Shahid, Director

Ohio Board of Regents

State Grants and Scholarships Dept.

Phone (614) 644-5959

Fax (614) 752-5903

cshahid@regents.state.oh.us

Appendix B

E.) Employment Opportunity

College Access Information Coordinator

State Grants and Scholarships

Date Posted: October 22, 2004

Application Deadline: until filled

CBU: 99 – Administrative Staff

Annual Salary: $30,000 – 35,000

PCN: 28.2

Work Hours: 8:00 AM to 5:00 PM

Division: State Grants and Scholarships

Location: Ohio Board of Regents

30 East Broad Street, 36^th Floor

Columbus, Ohio 43266-0417

County: Franklin

Supervisor: Director, State Grants and Scholarships

Job Duties:

The College Access Information Coordinator will have the primary responsibility of receiving and responding to telephone inquiries received via the College Access Information Hotline from the general public, students, parents, and schools. Phone calls received via the Hotline will be in the areas of financial aid, career planning and academic exploration. Duties will include providing callers with linkages to other financial aid resources, websites, and access organizations and to provide professional advice regarding the financial aid process and its procedures as well as act as a resource to families seeking higher education information. The Coordinator will also be responsible for assisting the Ohio Board of Regents staff in the areas of Access, Ohio College Access Network (OCAN), State Grants and Scholarships (SGS), and Gear-Up in providing resource information to customers. Other related duties will be assigned.

Minimum Acceptable Characteristics:

Bachelor’s degree in a related field required. Exceptional oral & written communication skills. Three (3) years customer service experience required. Demonstrated ability to work with minimal supervision and to multi-task. Knowledge of state & federal financial aid programs preferred. Experience in campus financial aid packaging procedures a plus. Proficient in the use of Microsoft Office software package i.e. Word, PowerPoint, Access, and Excel. Experience in the use of the internet/web content for research purposes preferred. Applicant must have the demonstrated ability to work in a team environment.

Per the Ohio Revised Code 125.151(B), all newly hired employees will be required to sign up for direct deposit and have their compensation deposited directly to the financial institution of their choice.

All positions of the Ohio Board of Regents are unclassified pursuant to Section 124.11 (A) (7) (a) and Section 3333.03 of the Ohio Revised Code

Submit a cover letter and resume to: Mary Harriel, Director, Human Resources, Ohio Board of Regents,

30 East Broad Street, 36^th Floor, Columbus, OH 43266-0417

An Equal Opportunity Employer

APPENDIX C

November 17, 2004

The Honorable Bob Taft, Governor

Office of the Governor

77 South High Street

Columbus, Ohio 43215

Dear Governor Taft:

The Ohio Association of Student Financial Aid Administrators (OASFAA) reaches out to Ohio students and families with resources and counseling to help all understand the importance of education beyond high school and simplify the confusing process of applying for all types of financial aid.

Our efforts traditionally begin in January of each year as students work to apply for financial aid and finalize their plans for higher education. During this month-long period, OASFAA provides many programs including free “financial aid nights” at high schools across the state. Our members bring together thousands of families to help them understand how and when to apply for aid and to realize that needed resources are available to fund a college education. This timely focus on the financial aid process opens the door to higher education which many previously believed to be closed due to financial concerns.

In order to increase focus on the importance of higher education and financial aid preparedness, we respectfully request that you designate the month of January 2005 as Financial Aid Awareness Month in the State of Ohio. This designation will increase awareness of the value of financial aid and will enable us to make a difference for more Ohioans through our counseling and outreach efforts.

Your dedication to college access and willingness to designate January 2005 as Financial Aid Awareness Month helps to ensure progress toward our shared vision of increased college access for all Ohioans.

Should you so desire, I will be happy to provide additional information regarding our organization and ongoing outreach activities. We look forward to your continued leadership in supporting access to higher education.

Sincerely,

Mark A. Bandré

President

APPENDIX D

COMMENTS FOR OBR STATE UPDATE SESSION

AT 2004 WINTER CONFERENCE

11/23/04

The HEI website has made GREAT strides at becoming easier to work with. Thank you OBR for working so hard to make it easier for the schools!

One thing I would LOVE to see is the ability to load a CSV file rather than a flat text file. Since CSV files are much simpler to set up, it would save time for the schools!

Thanks again to all of the staff at OBR!

They may want to address any new procedures for OIG and Ohio Choice. They may also want to give us an idea of how it will be administered next year and the amounts. I believe last year they were looking into different ways to award students OIG.

I would like to know how long we have to keep records for the state programs. I just recently have taken over the OSC program and we have a lot of paperwork! Thanks!

Although I am sure he will be addressing this, I really liked how last year he was able to give us accurate OIG tables for the new upcoming year.  He was also able to give us an Ohio Student Choice estimate.  Those are the two things I will be looking for.

I would like to ask the State to consider second-term grants for those who don’t know/decide to attend until the second term. I know we have students who don’t decide to attend until second term, thus they don’t file for aid until after the 10/1 deadline. I would like to see some consideration for second-term only assistance.

For instance, if a student applies on October 2 and is attending fall and spring terms, they could get OIG for spring term, but not for fall because they missed the deadline. Further, if they didn’t apply until January, they could, again, get second term funding, but not first term. Those students who attend spring term only, as long as they applied prior to a second-term deadline date, would be eligible for funding.

I’m It concerns me that we have students taking on loan debt when they clearly have eligibility for state aid, but decided to delay attending (many times for financial reasons) until second term.

 OIG eligibility would be a good issue.  He could explain the formula used to determine the income for the student (both independent and dependent).  We still have a student whose total income from the FAFSA information does not match up with the state's number.  There is only one transaction.  The state has been unable to answer that question for us.

_______________________________________________________________________

If we verify an ISIR, and know it to be true and correct, we will “lock out” any additional ISIRs. (Frequently, students will change data on their SAR and submit it to CPS after we have received our correct report.) The State, however, pays OIG on the most current ISIR. This is difficult to accept as there are times that we know OIG is being determined on erroneous figures. Sure would like to hear the reasoning behind this. Thanks!

Thanks for giving us the opportunity to share our thoughts regarding issues with the state.

First, I would like to address the lack of correspondence they have with the students. For example, on the award letter they send to the student telling them they are eligible for OIG, nowhere does it say that the student has to be full time. Also, in the past I thought that they had communicated to students when the application is incomplete. But they are not sending any correspondence. This would give the student the opportunity to correct any information on the FAFSA and promote quicker processing. For instance, if they leave the year in school blank.

Also, I don’t think they have done a very good job of keeping their website up to date. There are still email addresses on the site of people who have tired. I could be wrong, but I don’t recall seeing any updates on who to contact when those certain individuals retired.

I guess in summary my biggest concern is the communication piece. At times, they tend to communicate very well but more often than not, they fail in the communication area.

I am sure if was brought up to you that Charles is not even a member of OASFAA. That concerns me especially when Tom was always involved. Where did OASFAA go wrong in maybe not promoting the membership?

Here a few of my suggestions:

Progress of combining OIG and PTOIG into one pot of money.

Accuracy of dates listed on web for reporting period.

Staff listing as to who is appropriate to call and when.

that's all I can think of right now, I will let you know if anything else comes to mind.

I would be interested in some direction on residency for OIG purposes under the following situations:

1) Independent student who has moved to Ohio and has been granted residency for tuition purposes. At what point does this type of student become a resident for OIG purposes?

2) Dependent student who has parents who reside out of state, however the student has remained in Ohio to attend college, and is a resident for tuition purposes.

3) A dependent student who has resided out of state, however has been in Ohio long enough to be granted residency for tuition purposes. Does this student ever become eligible for residency for OIG purposes?

Is there a way to get a flat-file format for the OIG disbursement query? We are interested in using the file to create a program that would calculate our adjustments for submission to OBOR. Currently the query output is generated in a multi-level format which is not compatible for electronic processing of the data.

In this technology and web driven era, having an accurate and up to date website is extremely important. I would like to see the SGS website updated. The OIG calculation tool is for 2003-2004 and has never been updated for 2004-2005. The State should be working on 2005-2006 OIG calculation tool.

I think that the OBR Manual also needs updated regularly.