OASFAA Executive Committee Minutes
Great Lakes Higher Education
Columbus, OH
October 3, 2005
Pamela Arrington*
Amy Baker
Robin Belleville
Doran Brock
John Brown*
Tina Coulter
Deb Divers*
Kacy Duling
Roger Eldridge
Steve England
Suzanne Fahrer
Jason Florack
Mary Kay Freshour*
Sandy Gilbert
Ann Marie Gruber*
Greg Guzman
Gail Houtz
Angela Johnson
Betsy Johnson
Jeanette Jones
Michael Jones
Susan Kannenwischer*
Kim Landis*
Tasha McDaniel*
Jennifer Minyo
Becky Moore*
Kim Nash-Yore
Melony Ohalek
Mayme Patthoff
Mary Lynn Perri
Faith Phillips*
Lisa Pitkin*
Wendell Schick*
Michiale Schneider
Carmen Sears-Edwards*
Charles Shahid*
Jo Slade
Pam Stimpert*
Stephanie Sutton
Emily Swain
Lee Ann Timmerman
Randy Ulses
Jerry Wade
Michele Wade
Karen Wallace
Claudia Wenzel
Cheryl Willard*
Absent*
I. Announcements and Opening Business Mary Lynn Perri
Meeting begin at 10:12am.
A) Mary Lynn shared the sad news of the death of the Geraldine Parker-Thrower from Lakeland Community College and Erin Emerine from the Ohio Board of Regents. Flowers were sent to the funeral home and a card was sent to the staff at Lakeland Community College. In addition, OASFAA will send a donation to one of the organizations mentioned in the obituary for Erin Emerine. As a follow up, Michelle Wade will check with Charles Shahid on the names of those organizations. OASFAA will also send a card to the staff of the Ohio Board of Regents.
B) OASFAA Website Privacy Statement & Ad-Hoc Committee on Website (Betsy – see report at end under Old Business)
· This committee, led by Betsy Johnson, met this morning because an associate member asked about a privacy statement for OASFAA’s website. Paula, from ATAC, sent Mary Lynn three options of privacy statements.
· The issue is concern that associate members will solicit our members.
· Summary of meeting: The committee needs guidelines for list serve and calendar use. (See notes from meeting at the end of this agenda.)
· Request from committee: They want to put a statement on website that explains our guidelines for posting on OASFAA-L, on the calendar, and in the Gazette. Recommendation is that training announcements aren’t appropriate unless they represent OCAN, NASFAA, OASFAA, or MASFAA. Therefore, products won’t be discussed with them.
· A newsflash would be sent announcing these new guidelines. The posting will be strict and then can be lessened if we see fit.
· Michelle Wade suggested that we verbally say “no” to requests that are questionable until Exec agrees on these guidelines. Michiale Schneider has received about 6 requests for gazette submissions which are questionable. Michiale is asking for approval to make the decision. We want “meat” and solid information.
· The committee will be discussing consequences of a member sending an advertisement.
· Who will monitor this? Vice President of Training could be an option. One benefit of having the Vice President for training monitor these communications is that it’s an elected position which can be an internal filter. The current filter includes ATAC making sure that the sender is a member (e.g. email check).
· There are also issues with things on the OASFAA main page and calendar. The person who serves as the “filter” could also be a resource for gazette editor.
· President could send retraction message after a private “hand slapping.”
· Michiale Schneider has also received request for scholarship information to be a part of the OASFAA-L. Could we add a section to the gazette for scholarships? Could that be something that Tally’s committee could take care of?
· The goal is to have it finalized by December executive committee meeting. Mary Lynn suggested that executive committee review the privacy statements.
C) OASFAA, OCAN, OACAC, Memorandum of Understanding
· Moralee is working on a one-year agreement with other state associations. e.g. free table registration and one registration but could be two members.
· Mary Lynn has an agreement that she shared with executive committee. (Get from her to include.)
· Melony asked about articulation workshops as compared to conferences. Mary Lynn will get clarification. OCAN has always offered a free table but we haven’t reciprocated. Mayme added that OCAN could share with OACAC; they’d simply like to be able to get the information out.
· The agreement also states that the organizations would share electronic membership lists.
· Issue: Will we have too many free tables in the vendor areas? Karen Wallace suggested that we put these “free” tables near the registration table. Claudia said that some hotels are okay with that many tables in the lobby.
D) Ohio Scholarship Program
· Mary Lynn received an email from Tally Hart with clarification on expectations. The website will be housed at OBR. OASFAA has been asked that we have at least one school in each region to help load the scholarship issue.
· Concerns: Randy Ulses mentioned that when the University of Cincinnati puts a scholarship on their website they have an expiration date so it automatically comes off. Who will add these and maintain them? Gayle Houtz suggested that we categorize the scholarships instead of separating them by regions. Who will coordinate these efforts so that there aren’t duplicate scholarships in the database?
· Michelle Wade reminded us that we can say “no.” Gayle and Steve suggested that OASFAA give recommendations on what we can do as an association. Our association changes elected and appointed members too much to maintain on a consistent basis.
· Mary Lynn will call Tally to get more details.
E) NASFAA’s Financial Aid Fundamentals Training (LearnStudentAid@nasfaa.org)
· Mary Lynn received an email asking if OASFAA wanted to be a state partner with NASFAA with the Financial Aid Fundamentals Training. Any OASFAA member who participates in the online class would receive a 10% discount.
· Get Responsibilities from Mary Lynn: we get a special code, and we must register separately, add a link on our website, etc…
· Concerns: Is it worth it? It costs us nothing as an organization except the time it takes to email, create the link on web, and an every other month reminder.
· Claudia Wenzel and Angela Johnson were in support of moving forward.
· Randy Ulses moved and Melony will second. All in favor and none opposed.
II. Secretary’s Report Emily Swain
· No comments or corrections.
III. Treasurer’s Report Betsy Johnson
· We had a bill for College Goal Sunday that needed paid immediately. We paid it from regular account but Stephanie wrote a check from the other account. It might look odd.
· Steve asked of we’re within the guidelines for our reserves. Betsy said that she will check and we included one more transfer in this coming year’s budget.
· We’re to have between one third and one half of our finances of total budget into reserves. Betsy shared we have $65, 500 in earnings and $37,000 in TIAA-CREF. Betsy asked what the retained earnings are on the balance sheet? Betsy will look into it and she’ll report back in the December meeting.
· Claudia passed out labels with her contact information for reimbursements to be mailed.
A.) Northeast Jason Florack
Summary of activities:
Activities planned but not yet completed:
I have secured sites for the
next two NE regional meetings: Mount Union College and Baldwin-Wallace
College. The exact date of our second
regional meeting (at Mount Union) is currently TBD, because this will be the
meeting where the DOE Videoconference is shown, and the date of that
Videoconference is currently unknown.
However I anticipate that the session will be held in late October or
early November. The date of our third
meeting (at B-W) is Friday, February 17, 2006; the Need Analysis Committee will
run their annual training sessions at this meeting. I have also designated Friday, March 17 and
Friday, April 14 as tentative dates for our region’s final two meetings.
I am currently in
discussions with several different possible presenters for upcoming meetings.
Recommended discussion items for the Executive Committee:
Update at meeting: The first meeting was held at Lorain County Community College on September 23rd with about 30 attendees. Presentation were given by the Outreach Committee (Emily and Melony) along with a brief discussion about Hurricane Katrina. Jeff Johnston presented on financial planning. The next meeting will be at Mount Union College on November 7th followed by a meeting, including Need Analysis, on February 17th at Baldwin-Wallace College. Jason also shared there is no video conference for 2006-2007.
B.) Northwest Robin Belleville
Summary of activities: Working on finalizing speakers for October and November regional meetings
Activities planned but not yet completed: October and November regional meetings/spring meetings
Update at meeting: first meeting is Oct 22nd at Findlay. She has a survey for the meeting. outreach will present and there will be a NSLDS.
How do you handle the people who want to be informed about the regional meetings but they aren’t in your specific region? Mayme offered to send an email to OCAN members. T will cut down on the “extras.” Randy asked if we can include associate members on a “committee” which would allow the regional representatives to invite the Associate Member Committee instead of individual emails. Mary Lynn will be able to check with Paula on making this committee.
C.) Southeast Jo Slade
No report at this time.
Update at meeting: October 26th is first meeting and she’s working on the location. She’ll send email to members. Other meeting dates are November 18th, January 25th, and February 24th. She is trying to get more sites confirmed and she’s had a struggle.
D.) Southwest Doran Brock
Summary of activities: The first meeting will be held at the
University of Dayton on October 24th. The date will be finalized shortly. The
presentation/training will held on Debt Management and loan Consolidation. Lunch
will be served. The second meeting will be held at The University of Cincinnati
Raymond Walters College on November 30th. Since there will be no Federal video
conference a time slot has to be filled, but The Outreach committee will there
for a presentation/update. Lunch will be served.
Activities planned but not yet
completed: The next three regional
meeting are still pending. What I can tell you is the third regional meeting
will be held on or around February 17th. The location I'm shooting for is The
University of Miami Middletown. The training will on Need Analysis and there
may be a presentation in the second half of the day. The fourth regional
meeting will be held on or around March 17th. The location I'm shooting for is
Wittenberg University and the topic is TBA. The fifth and final regional
meeting is TBA, but most likely it will be held in the great city of
Cincinnati, OH. Doran will bring updates
to the next meeting.
Update at meeting: Doran is very exhausted and is struggling with dates. October 24th is the first meeting at University of Dayton. The meeting will include two presentations. Following meetings are November 30th at Raymond Walters including a presentation from the Outreach Committee and February 17th , and March 17th.
Details: There are different access web addresses for regional representatives and other elected officials. Mary Lynn will check with Paula on the details of this and email the regional representatives with the new web address and instructions.
1.) Support Professional Committee
Summary of activities: Committee met via conference call on 9-13-05 and began planning the Support Professional Workshops. The workshops will be held November 3 and 4 (2 each day to cover the 4 regions). Possible topics were discussed and committee members will be working on firming up the topics, securing presenters and selecting sites. Another conference call will be held
9-26-05.
2.) Need Analysis
We held our first meeting on August 5th at Franklin University in Columbus OH. Reviewed the charge for the committee and assigned responsibilities for members to complete. Minutes have been posted to the website.
Committee members will present on October 19th at the OCAN conference in Columbus OH. The committee worked along with the regional reps to schedule our drive in trainings for the February regional meetings.
At our next meeting, we will add to our agenda the impact that a possible delay in the release of the tax forms and the FAFSA; due to the Hurricane Katrina; would have on our training material for winter conference. Our final two meetings will be held on October 7th and November 18th at Great Lakes.
3.) NASFAA Training
Summary of activities: Fall training topic: Administrative Capability: Campus-Wide Compliance covering issues related to student consumer information, campus-wide information-sharing requirements, and coordination and development of campus-wide activities impacted by Title IV
Trainers: Frances Robbins, The Ohio State University, and Cindy Hahn, Ohio Dominican University
Training-for-trainers over September 24th weekend in Washington, DC.
Fall conference training to be offered in 3 sessions on Thursday and the final session on Friday morning.
Activities planned but not yet completed: Set date and location for pre- or post-conference training drive-in
Coordinate break-up of training program over conference schedule & submit to Conference Committee
4.) Outreach Committee
Last week, the OACAC Articulations were held at four locations and Outreach provided a PPT session on State & Federal Aid updates. At each location, the committee manned a table at the college fair in the afternoons. A Fifth Third Bank representative advised that they are interested in advertising the CGS event in their 300 Ohio locations and feel other banks would do same. The CGS handout designed to look like an oversized sporting event ticket was a big hit with college fair goers.
Volunteers have been assigned to man tables, give out FA handouts and answer FA questions at three Honda Ed Fairs set for Oct, 5, 12, 19th.
The four regional reps. have requested Outreach’s FA Update PPT for the following dates/locations:
· 09/23/05 - NE Region, Lorain C. C., Presenters: Melony Ohalek & Emily Swain
· 10/20/05 - NW Region, Owens-Findlay, Presenters: Tina Coulter & Lawrence Matthews
· 10/26/05 - SE Region, site TBD, Presenters: Needed
· 11/18/05 - SW Region, U.C. Raymond Walters: Presenters: Needed
CWS sites are now confirmed:
· 11/28/05 - Univ. of Findlay
· 11/29/05 – Belmont Tech. College, Stark State (1 of 2)
· 11/30/05 – Kent State Univ., Xavier Univ.
· 12/01/05 – Baldwin Wallace, NCS, Shawnee State, U. D.,
· 12/02/05 – Stark State (2 of 2), Ohio Dominican U., Hocking College
Dayna Ritchie has been working on the CWS postcard that we mail to counselors announcing the dates, locations, & online registration information. It has been approved for printing and should be mailed the first week of October. An Ohio counselor mailing list has been secured from Mayme Patthoff. The RSC is also supposed to provide us with a mailing list of their training counselors. The counselor mailing is expected to go out 10 days prior to the start of the online registration. ATAC requires our updated information 2 weeks prior to the open online registration date of Oct. 17, 2005.
October 13, Outreach will hold its second meeting to review the events completed and to finalize plans for the Counselor Workshops.
5.) Early Awareness Committee
Summary of activities: Gathering information to be included with registration.
New Member Chairs- Jennifer Minyo, Gail Houtz will be automatically notified when new members register and members who want to be mentors/mentees.
Will include question regarding registrant’s plans to attend the Default Management session per the request of DOE.
Activities planned but not yet completed: Registration to open on October 11th.
Need to order supplies.
6) College Goal Sunday Committee
Activities planned but not yet completed: We have a meeting scheduled for 10-13-05.
Update at meeting: Francis Robbins and Cindy Hahn went to NASFAA training in Washington D.C. Randy needs to know February regional dates so he can plan a drive-in workshop. Randy added NASFAA training. It’s costing association $51 per packet. Randy proposed that we charge the attendees $51. We ordered 100 packets because we have 20 left over from last year (125 ordered). Claudia proposed that we only charge $50. Betsy thinks it should be $51. Final answer = $51.
Need analysis had its first meeting and is presenting at OCAN.
Save the Date tickets were passed out at articulation. 10,000 tickets were produced. 4600 are remaining. They will be used at Honda fairs and OCAN. Total cost is $919 for ticket project. Ohio College Goal Sunday Website is now up and running. There is a downloadable and reproducible ticket for us. No bill has been received. www.ohiocollegegoalsunday.org. Second piece is being produced. It’s a “schedule” and will be sent to guidance counselors. It’s more cost effective. Will it be reproducible. The delivery date is November 4th. There is also a poster to colleges, high school counselors, and OCAN. Sites will be on this poster. Karen Wallace asked if OCAN could receive the mailings. Can we use black and white for the advertising? Greg will check with each sponsor. It will save money. Karen and Michael will find out if black and white is okay.
“I Know I Can” hasn’t submitted an application for College Goal Sunday site. Claudia said that we needed them to participate because of volume.
Greg is attending National College Goal Sunday meeting this Friday in Washington. NASFAA is paying for $250 of the expenses. It will more than cover his travel expense.
Michael Jones said that we have 6 CGS sponsors.
Do we want pennant as a part of the logo? Yes, because it’s part of Lumina. OASFAA and Ohio CGS will also be on there.
Greg has put together a list of volunteers from spring ’05 conference. There will be a table at conference.
The committee is still working on marketing part. Kent State might work on the marketing. LeeAnn said that we could put a volunteer sheet in program or in registration packet.
1.) Corporate Development
Summary of activities: The 2005-2006 General Sponsorship website went live on August 29. General sponsorships have been going very well. The ATAC enhancements have made the process much nicer. Currently we have $15,000 committed and $2750 paid. Items still available for sponsorship include: Membership Directory, The Gazette, Both Need Analysis, NASFAA Workshop at Conference, and College Goal Sunday.
Activities planned but not yet completed: Email second notice to sponsors on available sponsorship items.
· Update to general sponsorship: $16,400 committed $14,850 paid
· Michael will send an email to associate members about opportunities left to sponsor
· Update Conference sponsorship:
· Maximum 38 exhibitors at $400 each. We’ll be in a tent. Maximum we could earn is $40,000 if we got sponsorship for everything including interest sessions.
· They’ll be updating ATAC sponsorship selection.
· Putting breaks in the sponsor area is the preference.
Update Conference sponsorship: Maximum 38 exhibitors at $400 each. They’ll be in a tent. Maximum we could earn is $40,000 if we got sponsorship for everything including interest sessions. They’ll be updating ATAC sponsorship selection. Putting breaks in the sponsor area is the preference.
2.) Professional Development
Summary of activities: Amy and Pam attended the conference planning meeting and have been assigned two professional development sessions for winter conference. Pam and Amy had a brainstorming session and are putting together session ideas and looked at ways to seek additional information from other committee members.
Activities planned but not yet completed: We are contacting our committee members to get ideas and /or for the two sessions. We have several ideas, but would like input from our committee members focusing on one session with a target audience of people with decision making power and the other session with a target audience of staff having direct dealings with students.
3.) Conference
Summary of activities: The Conference Planning Committee met on September 12 at Columbus Stated Community College to initiative the plans for the Winter Conference to be held Dec. 7-9, 2005 at Columbus Marriott North. We have over 50 members join the Conference Planning Committee
The full-conference rate is $125 and one-day will be $70. The hotel rate for the conference will be $99/ night.
Plans for the conference are coming together. The conference theme is “Training for the Gold”. We will have four distinct training tracks:
· The 2005-2006 Leadership Class will be held throughout the conference in a separate track.
· On Wednesday following lunch , the U.S. Department of Education will kick-off the statewide default management training program to be piloted in Ohio
· On Thursday, we will have the NASFAA Training track all day (3 sessions and conclude Friday morning
· On Friday, we will have the annual Need Analysis training to take place over three sessions
We have been working with the Ohio Association of Career Colleges and Schools (OACCS) to invite financial aid professionals from this group to attend the Winter Conference and participate in OASFAA. From the invitation sent from the OACCS, six members of this group joined the Conference Planning committee.
A small group of the Conference Planning Committee took a tour of the Columbus Marriott North following the planning meeting. We had a chance to view the facilities to begin planning logistics for December.
We will again have “Spirit Day” on the opening day of conference, Wednesday, December 7, 2005. This is where schools and partners will wear paraphernalia that represents their institution.
Activities planned but not yet completed: Finalizing general sessions and speakers
Conference update at meeting: Conference theme is Training for the Gold. We’re at Columbus Marriott North. Terry Everson and the Department of Ed will be there to do school breakouts. NASFAA training and Need Analysis Training will also be represented. Friday is extended. MASFAA President will come on Thursday.
The committee has discussed having a spirit day at conference. The committee had a site visit a few weeks ago. Details such as registration were discussed. There is room for at least 6 breakout sessions (including Leadership).
a.) Site
No report at this time.
b.) Program
Activities planned but not yet completed: Design, create and then printed our folders used for outreach programs and conference
Create the winter and spring conference programs, postcards, folders and quick reference guide. Also, to attain the most reasonable printing prices available.
Actively working on design for folders and materials for “Training for the Gold,” winter conference. Example to be provided at time of meeting for approval.
Update at meeting: LeeAnn is still looking for session descriptions, including Leadership. A/V donations can be told to Jeanette and Francis.
c.) Entertainment
Update at meeting: John Brown is considering donating funds toward a scholarship toward a student affected by Hurricane Katrina. He’s also working on games for Thursday evening.
d.) Registration
Summary of activities: Gathering information to be included with registration.
New Member Chairs- Jennifer Minyo, Gail Houtz will be automatically notified when new members register and members who want to be mentors/mentees.
Will include question regarding registrant’s plans to attend the Default Management session per the request of DOE.
Activities planned but not yet completed: Registration to open on October 11th.
Need to order supplies.
Update at meeting: Becky is working on details of registration form. November 11th is the goal for live registration.
e.) New Member/Mentor
The co-chairs of the New Member Committee have discussed the beginning stages of planning for the winter conference. Our plans include organizing a New Member Session, and a BINGO game for new members to familiarize themselves with the conference. This technique was used in a previous conference with great reviews. It has been decided that the New Member session will be combined with the President's Reception during Winter Conference so that New Members can familiarize themselves with OASFAA members and learn more about the organization from seasoned professionals.
In tandem to the New Member Session, our committee has outlined a program for
mentoring to include a mentoring breakfast, mentoring session, and involves a
continued mentor/mentee mentoring program from Winter to Spring Conference. A
speaker was suggested for the mentoring session, and contact with him has been
made. At Spring conference we intend to follow up with those involved in the
program to discuss successes and collect suggestions and ideas. We intend to
meet and discuss further details in the coming week and invite those who
volunteered for the committee to join in the planning stages.
Update at meeting: Bingo game for new members and the grand prize will be a free conference registration (already secured). Two speakers secured for the mentoring session and the new member reception will be combined reception with President’s Reception. The mentor session is immediately before. They will get with Emily to get suggestions on previous receptions. Recognition (pins, ribbons) – suggestion is that an associate member sponsors an item. E.g bag or portfolio.
f.) Leadership
Summary of activities: Leadership Class formed with 23 participants. We had 25 applications but turned 1 away for too much OASFAA experience and had 1 person decline acceptance. (See spreadsheet for names) Planning for the retreat for committee and for Leadership Participants in Columbus on October 4th and 5th. We have Steve Morgan as a feature speaker/presenter.
Activities planned but not yet completed: Deciding on how best to recognize/involve sponsors with program. Determine precise format of winter and spring conference leadership sessions/track.
Update at meeting: Leadership retreat update at meeting: 21 participants for leadership retreat. Steve Morgan will be there to assess the group October 4-5.
Each leadership attendee will receive a confirmation of acceptance. It was suggested that the supervisor be notified of acceptance as well.
Summary of activities: I attended the MASFAA leadership retreat in Chicago in early August. The reduced membership for MASFAA ($65-$50) was discussed as well as availability of a scholarship to offset conference expenses. Ohio was one of the first states to have an application submitted. The state exchange was also discussed. Angela Johnson will be the OASFAA representative traveling to Iowa. Dan Mann, MASFAA president has been invited to attend either of our conferences. I will update the group when he responds I printed labels for reimbursement forms
Activities planned but not yet completed: I will be attending the MASFAA conference in West Virginia and I will have nomination forms available at conference
Update at meeting: Claudia attended MASFAA leadership retreat. She’ll start on the MASFAA Executive Committee in October.
MASFAA wants to know how they can help. Membership fees have been reduced to $50 from $65. One scholarship is offered. Angela Johnson is going to the Iowa Conference as a part of the state exchange. MASFAA gave Claudia some membership brochures.
MASFAA summer institute will be June 17-22nd and the new price is $150 for double occupancy.
1.) Finance Committee
2.) Research
3.) College Goal Sunday Corporate Development
Summary of activities: No activities to date.
Activities planned but not yet completed: We have a meeting scheduled for 10-13-05.
Update at meeting: CGS corporate development update: first meeting is 10/13.
Past President Wendell Schick
1.) Association Governance Planning
No report at this time.
2.) Membership
Summary of activities: Currently we have 836 members.
Activities planned but not yet completed: We are waiting on a MASFAA membership listing of all Ohio members and Melony will be contacting those from Ohio who are not currently OASFAA members to see if they would like to join.
Recommended discussion items for the Executive Committee: The updated membership brochure is on the website. Please review and let us know if there is anything that needs changed.
3.) Communication
Summary of activities: Currently finalizing the Fall edition of the Gazette—waiting on a couple more articles. Plan to have it online in Oct 2005.
Activities planned but not yet completed: 3 more editions of the Gazette
4.) Regulatory Committee
a.) State Issues
No report at this time.
Update at meeting: Michelle’s meeting with Charles Shahid was cancelled due to Erin’s death. Charles wanted to have a small group meet about OCOG. Bottom line – OASFAA needs to decide how to inform members about OCOG. Michelle said she’d give sessions at conference if OBR can’t/won’t.
We’ll have a general session at winter conference and Charles has committed to do this sessions but do we need more before the conference prior to conference? OBR isn’t going to tell us the amounts of OCOG; schools will have to calculate it.
Concern: Is OASFAA giving guidance on a state issue? Michelle thinks the OCOG training will need to be in November. One of the questions is which program do they belong in and what is the estimate?
OBR is saying that they don’t need to be up and running for OCOG until reporting in fall of 2006. Students won’t be receiving OIG or OCOG letters for 2006-2007. OBR will provide a query of which students have been identified as OCOG vs OIG.
Suggestion: Who will come to the OCOG training? IT or FAA’s? Suggested week of November 14th. Purpose of meeting is awareness. We can’t just inform OASFAA members; we need to tell the entire state. It was also suggested that a letter comes from Charles to Presidents and Directors of Colleges and Universities in Ohio.
Concerns: Are we allowing OBR to use OASFAA as a crutch? Should we use north/south as a way to promote awareness of OCOG? Can we do a videoconference for Ohio? Lorain County Community College might be able to develop the feed for this and others can log in. A key point is that there is interaction with Charles. Michelle Wade and Stephanie Sutton will work on this.
b.) Federal Issues
Update at meeting: Michigan’s state association sent a letter out to their members about reauthorization. Roger passed out letter. Should OASFAA do a letter like this? If so it needs more substance.
Discussion – Should we ask the membership for ideas on the letter or just ask Exec. Suggestion is that a template with contact information of delegates be shared with members. Each institution can fill in their own idea. Claudia suggests sending a general letter on OASFAA letterhead to congressional constituents. Claudia and Mary Lynn can approve the wording.
Should we contact Congressman Behnor about having a staff member give an update at general session. Jamie Malone could assist as well. Stephanie is checking with Jamie to see if she can just give the update and she’ll follow through with Roger. Jamie Malone will only be at Winter Conference instead of Spring Conference 2006.
A reauthorization update will be created and can be reproduced for regional meeting.
Outline of amendment of bill 609 in July of 2005. Roger gave an outline of highlights.
c.) Reauthorization Issues
A.) OBR Charles Shahid
B.) Great Lakes Lee Harrell
Alternative loan training this week throughout Ohio.
New security system at GLHEC.
C.) OCAN Mayme Patthoff
Update at meeting: Mayme passed out brochure. Almost 300 people registered for conference. SASCCO is part of OCAN conference this year.
OCAN Calendar can now hold OASFAA information. Regional meetings will be put on there which will take the pressure off of the regional reps with emailing.
OCAN 2006 conference isn’t scheduled yet. Oct 15-18, 2006 is MASFAA in Des Moines, IA. Future MASFAA dates are: Oct 7-10, 2007. Oct 15-18, 2009. 2008 is in Ohio.
All housing issues can be sent to Mayme. Ocan@ohiocan.org is where we can send regional updates as well.
Ad Hoc Committee Info:
Notes from 8/30/05 meeting:
Communication with ATAC:
- goes through “web chair” or co-chair
- members must plan for filter time when requesting postings
- create form to be submitted to chair which is then passed on to ATAC (will this work for ATAC?)
Chair responsibilities:
- liaison with ATAC
- monitor web for content
o (remove info in timely fashion, like presentations, conference sign ups, College Goal Sunday info
o Historic postings? review every 6 months
o Calendars
§ Web chair and exec only members with access (Exec can only put out OASFAA sponsored training)
§ Recommend three colors for training information
· One color – OASFAA sponsored
· Second color – OASFAA supported affiliated organizations (MASFAA, NASFAA, DOE)
· Third color – associate member events
- Listserv Guidelines (if violations occur – consider filtering all messages through web chair)
- training announcement go through web committee for determination of appropriateness of announcement; communication will occur if denied or approved and then allowed to send through listserv
- if sender ignores guidelines and sends message straight to listserv, retraction message will be sent by president/web chair; after 3rd strike, revoke membership
- personal announcement of milestones or life changing events are allowed (heart of OASFAA)
- questions may be posted without requesting approval
- no job announcements, this should be done through Job Postings submittal process which then creates a listserv announcement
- no profanity or personal attacks (review MASFAA for these type of general guidelines)
- invitations to social gatherings not permitted
- information exclusively regarding your institutions products and/or services and sessions or workshops for sole purpose of products or services not permitted
Calendar Guidelines
- OASFAA event – posted by exec member (must be related to role on exec)
- All other must go through web chair
Outreach Guidance
- who owns website? private organization or school or association for schools (AICUO, OACAC, etc) or OBR, federal or state (all but private org are ok)
- scholarship searches that don’t include other purposes (loans); example is studentaid.ed.gov
- recommend separate page for “private for profit” searches disclaimer on printed pieces and other handouts which are then posted to web
Membership – each year when sign up for membership, click to “agree to guidelines for listserv…”
Bigger Picture Issues
- sponsorship – guidelines communication for each “event” sponsored
- membership – how determined?
- handouts for outreach
· Update to general sponsorship: $16,400 committed $14,850 paid.
· Michael will send an email to associate members about opportunities left to sponsor
Next meeting – December 7th
Robin motioned to adjourn. Second by Stephanie. All in favor none opposed.
Meeting adjourned at 1:45pm