OASFAA Executive Committee Meeting
Minutes
Great Lakes
Higher Education Corporation,
March 9, 2007
Pamela
Arrington*
Mary
Arter
Amy
Baker*
Robin
Belleville
Stacey
Black*
Doran
Brock*
John
Brown
Mike
Clouse*
Don
Chenelle*
Bev
Dalheim*
Deb
Divers*
Joan
Dornette*
Roger
Eldridge
Steve
England*
Carrie
Euype*
Ann
Marie Gruber*
Greg
Guzman
Lee
Harrell
Jennifer
Hayes*
Pamela
Hughes
Sherri
Jianuzzi
Angela
Johnson*
Betsy
Johnson
Karen
Kopp
Scott
Lehman*
Marty
Maliwesky*
Amanda
McPherson*
Kim
Nash-Yore*
Melony Ohalek
Mayme Patthoff
Mary
Lynn Perri*
Francis
Robbins*
Wendell
Schick*
Michiale
Schneider
Carmen
Sears-Edwards
Charles
Shahid
Becky
Shinaberry*
Doris
Smith
Stephanie
Sutton*
LaToya Sykes
Karen
Tijanich*
Lee
Ann Timmerman*
Andrea
Tracy
Randy
Ulses*
Michele
Wade*
Karen
Wallace*
Claudia
Wenzel*
Cheryl
Willard*
Connie
Williams
*Present
Meeting called
to order at 10:10 a.m.
I. Announcements and New Business Claudia Wenzel
Claudia
thanked Kim Nash-Yore for taking on VP for Training
Claudia
requesting names of supervisors of all of exec members for thank you for their
service. Also
requested that your committee members are up to date on the OASFAA website. Also be sure that they are OASFAA members.
James
White Award-Claudia looking for assistance and input to select award
recipient. Claudia to send out an
official notice soliciting input for the award process. Don suggested sending out a list of past
recipients and a description of the award.
Lawrence
Matthews update.
Policy
breakfast-Invitations to the breakfast were mailed to exec committee earlier
this week. Breakfast is March 28. Governor Strickland was invited. Not confirmed that he will be in
attendance. Mailed to
all state legislatures. Approximately 80 RSVPs.
Approximately 20-25 students to be attendance. Many speakers are confirmed. (Updated from Moralee) Exec members and past presidents (still in
the business) were all invited for OASFAA.
Approximately 200-300 attendees expected. Discussion on what OASFAA members that attend
what should be some talking points. (amount of aid to students, meeting with your particular
legislature, membership numbers, etc.)
State issues committee to take a lead in this.
P&P
issues
Archivist
(Ann Bauers) at BGSU is willing to pull the minutes
from the OASFAA website to update the archives.
Proposed
changes to P&P passed around by Michele Wade. Executive committee to
review changes for next meeting.
Executive committee needs to approve the updated P&P. Updates to the committee descriptions also
requested to be updated.
Randy
asked why offer registration fees covered for certain OASFAA members and not
the hotel registration since they have to be in attendance. Claudia suggested that it may be a budgetary
issue. Discussion: Who gets registration and hotel fees covered
by OASFAA.
Michele to send changes to the proposal to exec
committee prior to next exec meeting. Executive
committee to vote on changes at the next executive meeting.
III.
Secretary’s Report Scott
Lehman
Minutes from the November 3 Executive
Committee meeting posted to website.
Stephanie Sutton motioned to approve
Jan. 26 minutes. Deb Divers
seconded. Minutes for 1/26/07
approved. Will post to
OASFAA website.
IV.
Treasurer’s Report Stephanie
Sutton
Summary of activities:
§
All accounts
reconciled with bank statements.
§
Federal and
State Tax Returns filed and mailed on
A.) Northeast Stacey
Black
Summary of activities:
4th Meeting @
tax
information and verification
FA/ OASFAA past present and future
5th Meeting@ Akron Zoo- April 25
Need
Analysis
Activities planned but not yet completed:
Still need presenter and topic for afternoon session
for 5th meeting
B.) Northwest Sherri
Jianuzzi
March 30 Northwest
Regional meeting will be held at Winebrenner in
C.) Southeast Amanda
McPherson
Next to last meeting is
Friday March 2nd. Haven't had many
responses for attendance, I think there are some people that didn't get the
email to the region. I heard from
several people that said they never received the email. I resent the email 2/26 to see if I get any
more responses. The last meeting is
scheduled on April 20th at Zane State/OU-Z.
D.) Southwest Doran
Brock
Summary of activities:
The Second Southwest Regional Meeting was held on
February 8th at
Activities planned but not yet completed:
The next regional meeting will be on March 8th at
Doran having problems with members receiving e-mails.
1.) Support
Professional Committee Karen
Tajanich
Emails sent out soliciting nominations
for Support Professional of the year.
2.) Need Analysis Carmen Sears-Edwards
Summary of activities:
We
conducted our Need Analysis sessions in each of the four regions:
·
February 1st,
2007 NE at
·
February 7th,
2007- NW at
·
February 8th,
2007- SW at
·
February 16th,
2007 – SE at
Evaluations
were very positive; will forward to committee.
One suggestion if Need Analysis does go back to four sessions for next
winter that the fourth session be a detailed review of completing the FAFSA.
3.) NASFAA
Training
No report at this time.
4.) Outreach
Committee Bev
Dalheim
Summary of
activities:
The committee
held its last meeting for 2006-07 on Feb. 22.
At the meeting we reviewed 2006-07 and began planning for 2007-08. Activities include: OACAC Articulation Workshops, Honda Fair
Days, OACAC conference and advisor training, Regional Meetings, OASFAA winter
conference, and the biggest challenge of all, the Counselor Workshops.
The 07-08 Committee is off to a great start with a lot of great ideas
and suggestions, as well as great volunteers…..but we always welcome everyone
who has time and interest.
Activities
planned but not yet completed:
None for
2006-07.
Recommended
discussion items for the Executive Committee:
Budget for
2007-08? including
the EAC/NASFAA funds from OASFAA.
Claudia asked
that Bev and Carrie review budget to see what is causing overages.
5.) Early
Awareness Committee LaToya Sykes
No report at this time.
6) College Goal
Sunday Committee
Summary of activities:
College Goal Sunday ’07 has come and gone and been a
great success! On Sunday, February 11,
2007, we assisted 1371 students/families in completing their FAFSA’s for 2007-08.
The number of volunteers from OASFAA, OCAN, high school guidance
offices, etc. totaled 437. Over all
there were 3141 people participating in College Goal Sunday ’07. All 35 sites
have reported excellent evaluations from students and families.
The wrap-up meeting for CGS ’07 was held Friday,
February 23rd at Great Lakes Higher Education Corp. Most site coordinators were in attendance and
offered good comments and suggestions which will be reviewed for next
year. Evaluations and surveys have been
collected from all sites and are being reviewed by the co-chairs and then sent
on to Marcia Weston at NASFAA. They will
evaluate and record all survey results and send us a report showing the
results.
(Handout passed out to Executive Committee members of
numbers at each site.)
Activities planned but not yet completed:
Another meeting of the co-chairs will be held in the near future to review the
time table and suggestions discussed at the wrap-up meeting. We plan on meeting in the next two weeks to
finish the wrap-up for ’07 and get started with the planning of CGS ’08. Save the date now…Sunday, February 10, 2008!!
7) Web Manager John
Brown
No report at this time.
Goal
is to have registration to be on website by March 19. On-line program to be on
website on 19th as well.
30 interest sessions. Hoping to have Governor Strickland on site for opening session. Student success stories will be part of
conference. Angela asking for student
success stories suggestions. Discussion of what type of student to bring in. What defines “success story.”
“Ask Jamie” session after her general session on
Thursday morning. Various other sessions were discussed.
1.) Corporate
Development Karen
Wallace
Summary of activities:
For Winter Conference 2006 we had 40 exhibitors and
20 sponsors; for a total dollar commitment of $42,100. There are still two
vendors unpaid, but they have been contacted.
For 2006-2007 General Corporate Sponsorship we have
received all payments.
Attended pre-conference site meeting on February 8th.
Activities planned but not yet completed:
Revising sponsorship website for Spring Conference.
2.) Professional
Development
Considering a
committee’s fair at spring conference. Working with Jennifer Hayes for new members. Asking committee chairs to update their
committee responsibilities with the P&P and get that information to Jen.
3.) Conference
a.) Site Frances
Robbins
Summary of activities:
·
Betsy
participated in the conference site visit on Feb. 8 and conference planning
meeting on Feb. 9
·
We had a
conference call with Angela on February 16 to plan the timeslots and rooms to
use for break-out sessions
·
We redesigned
the interest session form to be submitted by the moderator. The new version asks the moderator to inform
the site chairs of all A/V plans for the session – not just the A/V needs the
presenter will have from OASFAA. This
will help us in room assignment and set-up.
Future activities planned:
·
We will be
working on interest session A/V needs and room assignments as we receive
interest session forms from the moderators
Recommended discussion items for the Executive
Committee:
·
We will need to
clarify who will be able to provide projectors, laptops and other A/V needs for
the spring conference.
b.) Program Lee
Ann Timmerman
Looking at
designs for Spring Program.
c.) Entertainment Martha
Geiger
Summary
of activities:
·
Formed entertainment
·
Held initial
individual meeting with some
Activities
planned but not yet
·
Entertainment
o
Decide on spring
conference entertainment ideas: “Amazing Race”, “FAO Connections” + DJ or Live
Band.
§
Decide on game
§
Investigate
pricing between DJ or live band
o
Coordinate with
hotel for drink tickets and hotel restaurant/bar hours during conference.
o
Coordinate with
hotel for Evening on your Own options for guests
·
Charitable
o
Investigate
opportunities for charitable event or drive at winter conference. Ideas from
·
Student Group
Performance
o
Identify a
“student” group to perform for 60-90 minutes during the wel
Recommended
Discussion Items for Executive Committee:
No
items for Entertainment Committee at this time. I will keep in contact with
Angela on any new developments.
Recommended
Action Items for Executive Committee:
I
am looking for guidance on a charitable activity. I would like to break away from the book
drive if possible. I am not sure how broad the charity need to be. Inner City
options in
d.) Registration Ann
Marie Gruber
No report at this time
4.) Leadership Mike
Clouse
Summary of activities:
We are in the process of gathering current e-mail
addresses for all the past leadership graduates, and then we will be e-mailing
them to see if they are interested in serving on the leadership committee for
next year.
Activities planned but not yet completed:
We are working on a session for spring
conference. The session will focus on
recruiting for 2007-2008 leadership class and answering any questions that the
participants may have about leadership.
Also, are encouraging all new members to attend this session.
Working with Michiale Schneider for pictures from
past classes. Also looking to have a
panel discussion.
Considering putting together an overnight “retreat”
possibly Oct. 11-12.
Recommended discussion items for the Executive
Committee:
We feel and the recommendations showed that there is
a real value for having a leadership retreat either a one-day event or an
overnight stay. This helps break the ice
and makes things run smoother for winter conference. We would just like to hear some thoughts from
the executive committee on this.
5.) New Member/Mentor Jennifer Hayes
Summary of activities:
We will be having a conference call on March 20 to
discuss session topics and other ideas for spring conference.
Activities planned but not yet completed:
We are planning to have a mentor/mentee
reunion at Spring conference and get ideas from them
to see how things are working and their suggestions for future years.
C.
President-Elect Amy
Baker
Summary of activities:
·
2007-2008
Executive Committee Transition meeting will be at Sawmill Creek on Wednesday,
June 13th and Thursday June 14th
·
Submitted two
names for the MASFAA Leadership retreat for June: Jason Reinoehl and
Jackie Tracy
Activities planned but not yet completed:
·
Will be
attending the NASFAA leadership conference March 4-6, 2007 in
·
Currently
working on finalizing the nominations for the 2007-2008 year
Amy announced ballot.
Statements to candidancy to
all candidates. Voting date to be determined at a later date.
Transition meeting at Sawmill Creek June 13-14, 2007.
1.) College Goal
Sunday Corporate Development Mary Arter
Summary of activities:
·
Meeting took
place between Mary and Cheryl on 2/8/07.
·
Finalized
Corporate Contact list.
·
Finalized letter
and phone script.
· Contacted
OASFAA Associate Members on 2/16/07.
(Completing grant with US Bank)
Activities planned but not yet completed:
·
Mail letters to
prospective corporate sponsors on March 16, 2007.
·
Develop
follow-up correspondence.
·
Create invoice.
·
Make follow-up
phone calls to prospective corporate sponsors between April 1 and April 10,
2007.
·
Send packet to
interested parties by April 25, 2007.
Project plans circulated to Executive Committee. (Mary to e-mail that document to me)
Discussion about recognition of sponsors. (How?, where?, levels of sponsorships, marketing & promoting)
Discussion about marketing and promoting College Goal
Sunday.
D.
Past President Mary Lynn
Perri
1.) Association
Governance Planning Michele
Wade
Summary of activities:
Committee will met on March 2nd to
discuss:
·
2000-05 AG&P
revisions to P&P that were approved but are not in
P&P.
·
Go through
entire P&P for general revision recommendations.
Activities planned but not yet completed:
- Once totally revised, we will send updated P&P
to John Brown for posting to the web.
Recommended discussion items for the Executive
Committee:
-None at this time.
Recommended action items for the Executive Committee:
a) Approve/discuss any recommendations from AG&P that come from above.
2.) Membership
OASFAA Membership Statistics 3.8.07
All
membership payments for applications/renewals processed directly through the
membership data base received as of 3.8.07 have been processed.
Current
membership as of March 8, 2007 600
Compared
to January 26, 2007 477
123 memberships processed in little over a month
Objective
--- to have membership data base as accurate or “clean” prior to the opening of
Spring 2007 conference registration.
Worked
with Ann Marie and Emily to ensure, to the extent that is possible, that all folks who
had made membership payments with conference were properly recorded.
Have
also been working with Paula to “clean up” the membership data base
Several
different issues
They
have been working on this but as of 3.8.07 there are still 150 entries on the
possible duplicate list and others that I have found that I feel should be on
the list that are not appearing ATAC will research these as well.
Future
action:
Still
need to coordinate conversation with conference and oasfaa
president , president elect and past president to
discuss how membership application./renewal is set up
Also need to look at functionality of the payment data bases such as conference and the capabilities of the chairs.
3.) Communication Michiale
Schneider
Summary of activities:
Gazette was submitted to ATAC; awaiting proof
Activities planned but not yet completed:
Two additional Gazettes
Recommended discussion items for the Executive
Committee:
We would like include text at the end of all Gazettes
as follows (borrowed from MASFAA):
“Articles may be submitted by any person, committee, state
association or organization. All
submissions are subject to final acceptance and review by the editorial board
prior to the publication of the newsletter.
Submissions may be rejected, edited for content or edited for
length. Articles must be intended for
the benefit of OASFAA members and not for company or promotional purposes.”
It was decided that the above recommended item is accepted and implemented.
4.) Regulatory
Committee
a.) Federal Issues Martin
Maliwesky
Summary of activities:
We have compiled an up-to-date contact list for all
Activities planned but not yet completed:
Roger will be providing HERA updates at the upcoming
Southeast Regional Meeting on March 2nd.
b.) State Issues Connie
Williams
Summary
of activities:
A.
Clarification from last Exec. Meet. The
Board that governs the Ohio Board of Regents is the Board that the governor is
considering disbanding.
B.
Mike Kinney, College Resource Coordinator for Ohio Rehabilitation Services
Commission will present at the Spring Conference.
C. Posted on the list serve the new proposed
legislation regarding restoring the state income tax deduction for College
tuition and fees.
Activities
planned, but not completed:
Contacted
Alex Murdoch to arrange to have the Governor speak at
Spring Conference.
Discussion: Will OASFAA have an official position about
the proposed elimination of the Ohio Choice Grant? Greg Guzman is gathering more information
about the issue. Concern
about the lack of communication from the State.
c.) Reauthorization
Issues
No report at this time.
d.) Task Force Wendell
Schick/Don Chenelle
TASK FORCE ON STUDENT ACCESS AND
EARLY AWARENESS
FINAL REPORT
– March 7, 2007
TASK
FORCE CHARGE:
The Task Force on Student Access and Early Awareness
was charged by President Claudia Wenzel to determine and define OASFAA’s role in Student Access and Early Awareness.
The Governor’s Commission on Higher Education and the
Economy set a goal of increasing the
1. What can OASFAA do to best support students’ needs in
the college preparation, planning and selection process?
2. What role can and should OASFAA play in achieving the
matriculation goal of the Governor’s Commission on Higher Education and the
Economy, i.e. to increase the postsecondary matriculation rate in
3. What can and should OASFAA provide to other agencies
and organizations to empower them to improve the postsecondary matriculation
rate?
4. How can OASFAA best interface with and support the
activities of other interested agencies and organizations whose primary focus
is college access?
5. What assistance would be most valuable to access
agencies, Gear Up Programs, Trio Programs and other
organizations with a stake in the college planning, preparation and
matriculation process?
6. What can OASFAA realistically accomplish within its
defined resources and limited volunteer base?
Wendell Schick and Donald Chenelle
met to consider the charge and identify Task Force members who would represent
the stake holders involved in access and early awareness. A diverse committee
was essential to determine the need and properly define a role for OASFAA.
The first step in the process was to review OASFAA’s history to determine if OASFAA had previously
established any principles of which the committee should be aware. The only
previous discussion of OASFAA’s role in access and
early awareness had occurred during Wendell Schick’s presidency. Wendell was
faced with the potential loss of associate member financial support as a result
of a potential change in federal regulations. Therefore, Wendell asked the
Executive Committee to determine the core functions that OASFAA must maintain
in the event that funding was drastically reduced in the future. The Executive
Committee determined that ACCESS was a core function for OASFAA while EARLY
AWARENESS was not a core function.
Guiding principles were defined against which to measure
suggested roles for OASFAA. The guiding principles were applied in evaluating
various options that were considered. The guiding principles also should be
used to evaluate roles for OASFAA during the college selection continuum,
namely aspiration, academic preparation, affordability, availability, academic
planning and advancement. All activities should be evaluated on the basis that
the specific activity is focused, targeted, consistent and sustainable.
What has emerged during our deliberations is a
philosophy of access and early awareness, a road map not a blueprint for
action. By establishing guiding principles, OASFAA will be able to position
itself to react appropriately to changes in the future.
At the Task Force meeting, the representatives of the
access programs stated their two most pressing needs were funding and
staffing. Even when funding and human
resources were initially available to initiate early awareness initiatives,
continued funding and staffing to evaluate, maintain and improve the initiative
were not readily available.
OASFAA member institutions are uniquely positioned to
address both of these access and early awareness problems. The use of Federal
Work-Study funds to pay student salaries to work in access and early awareness
will address both of the primary needs by providing both staff and supplemental
funding.
To be most effective, it was determined that OASFAA
must:
·
Define the
population to be served;
·
Be aware of
trends and initiatives that occur in the state and nationally;
·
Identify and
support the activities, efforts and initiatives of the Ohio College Access
Network;
·
Identify and
support the activities, efforts and initiatives of the TRIO and OACHE (Ohio
Appalachian Center on Higher Education) Programs
·
Identify and support
initiatives to disseminate information to members of OACAC, OACRAO, and other
professional organizations:
·
Support the
information needs and activities of the State of
·
Continue to
support College Goal Sunday;
·
Establish a link
within
·
Stay focused and
targeted in only those areas in which OASFAA can make a difference;
·
Work diligently
to provide continuity and sustainability in the areas of our strength.
If we examine the data on college matriculation since
1970, the increase in the college going population has occurred primarily among
the students whose family income levels place the family in the highest income
quartile. That quartile has seen an increase of 39.6 percent while the overall
population has only experienced an 11.8 percent increase. Today, a student in
the lowest income quartile is five times less likely to attend postsecondary
education than a student in the highest income quartile.
Therefore, it is our recommendation that OASFAA focus
its activities on improving the college matriculation rate of students in the
lowest two income quartiles. It is in these two quartiles where there is the
greatest potential to affect the matriculation rate and consequently the lives
of the students. How can OASFAA maximize its efforts to affect the
matriculation rate? Who are these students and how do we reach them.
Students, who enter postsecondary education in the
next two decades, will increasingly look very different than previous students.
They will be increasingly from minority groups, particularly Hispanic and from
lower income families. As a result of the dramatic increase in the Hispanic
college age population, it will be increasingly important that information and
materials be provided in both English and Spanish.
OASFAA has neither the manpower nor the forum to
reach these potential students on its own. It must do so in cooperation with
other organizations whose primary purpose is college access. By matching
college and university financial aid offices with individual access
organizations, Trio Programs, the Gear Up Lighthouse sites, the Centers of
Excellence OASFAA can cooperate with these professionals to provide the
neediest students with the motivation, the information and the resources to
make the dream of a college education a reality. Schools and access programs
with existing relationships and/or written contracts should be matched, for
example
In addition to the matching of schools and programs,
the use of Federal Work-Study to expand the volunteer base and funding of access
programs, OASFAA should commit itself to assist the Ohio Board of Regents to
maximize the benefits of the College Access Hotline and the College Access
Portal, both of which are operational.
OASFAA is in a unique position to help expand the volunteer base and
funding of those needs by using Federal Work-Study funds from their
institutions to enable students at the undergraduate and graduate levels to
supplement programmatic staff, to expand program capabilities and provide
direct contact with program clients, i.e. students, parents, counselors and
other interested community and access partners.
OASFAA can further provide information & training
support concerning the financial aid application process and funding
opportunities to all the interested agencies.
By doing this, it will not only increase the capacity and capability of
these agencies, especially the Regional Centers of Excellence and OCAN, but it
can provide correct information about financial aid through them to the
students who have the need for the information reducing the concern for the
non-availability of funding.
While the commitments envisioned by this Task Force
Report are substantial, they are well within the capability, resources and
volunteer base of OASFAA. The commitments envisioned in this report are
focused, targeted, consistent and sustainable. OASFAA would need to commit
itself to maintain at least four different functions. First, a group would need
to focus on the message itself and delivery of the message. Group Two would have
to focus on the matching program. Group Three would have to focus on follow-up
and quality control. Finally, Group Four would have to concentrate on the
gathering of statistical information and analysis to monitor the effectiveness
of OASFAA’s Early Awareness and Access Initiatives.
Respectfully
Submitted,
The
Task Force on Access and Early Awareness
Discussion
about findings.
A.) OBR Charles
Shahid
No report at this time.
B.)
(Submitted by Tim Hewitt) Mike Clouse has joined GLHEC with their
Outreach area.
Training sessions for
C.) OCAN Mayme Patthoff
Legislative Breakfast
OCAN
is finalizing plans with OASFAA, OACAC and the TRIO Programs in
OCAN
would like to thank OASFAA for co-sponsoring the event. Each association is kicking in $1000 which
should cover the cost of the event.
Each
organization will prepare an information sheet to be included in a packet of
materials provided to all attendees. All
groups appear to be very excited about the opportunity to work collaboratively
on this project and to have the opportunity to help educate the legislators
about our work.
If Governor Strickland cannot attend, will plan a
press conference at a later date.
KnowHow2Go Campaign
Much
work is underway to launch this national college awareness campaign in
College101
The
winter edition of the magazine was produced just prior to the College Goal
Sunday event. Magazines were shipped to
CGS sites for distribution to all who attended.
There was a full page CGS ad and an article in the magazine. The next edition will be Fall
2007. If you like the magazine, please
speak with your marketing people at your campus about purchasing
advertising. The more ads, the more
magazines we can produce and give to high school students and parents.
September 16-18 for OCAN Conference at Marriot North. Governor
Strickland has been asked to attend.
Higher
Education institutions can now join OCAN.
Motion to
adjourn meeting by Scott Lehman, seconded by Amanda McPherson. Meeting
adjourned at 1:36 p.m.
Next meeting: April 27, 2007