• TABLE OF CONTENTS
HIDE
 Front Cover
 Title Page
 Table of Contents
 From the director
 An overview
 Philosophy and mission stateme...
 '99-'00 summary and highlights
 Fiscal review
 Administration
 Financial aid advising
 Financial aid programs
 Special programs
 Support services
 Technical systems & processing
 Staff & professional activitie...
 Back Cover














Group Title: Annual report, University of Florida Office of Student Financial Affairs
Title: Annual report 1999-2000
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Permanent Link: http://ufdc.ufl.edu/UF00087105/00002
 Material Information
Title: Annual report 1999-2000
Series Title: Annual report
Physical Description: Serial
Language: English
Creator: Office for Student Financial Affairs, University of Florida
Publisher: University of Florida Office of Student Financial Affairs
Place of Publication: Gainesville, Fla.
Publication Date: 1999-2000
 Record Information
Bibliographic ID: UF00087105
Volume ID: VID00002
Source Institution: University of Florida
Rights Management: All rights reserved by the source institution and holding location.

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Table of Contents
    Front Cover
        Page i
    Title Page
        Page ii
    Table of Contents
        Page iii
        Page iv
    From the director
        Page 1
    An overview
        Page 1
    Philosophy and mission statement
        Page 2
    '99-'00 summary and highlights
        Page 2
    Fiscal review
        Page 3
        Page 4
    Administration
        Page 5
        Page 6
    Financial aid advising
        Page 7
        Page 8
        Page 9
        Page 10
    Financial aid programs
        Page 11
        Page 12
        Page 13
        Page 14
        Page 15
        Page 16
        Page 17
    Special programs
        Page 18
        Page 19
    Support services
        Page 20
        Page 21
        Page 22
    Technical systems & processing
        Page 23
        Page 24
        Page 25
        Page 26
        Page 27
        Page 28
    Staff & professional activities
        Page 29
        Page 30
        Page 31
        Page 32
        Page 33
    Back Cover
        Page 34
Full Text


Annual report


ai H l l
'^-rI Aid
'^"if ^JM^^M ^I^^ ^ te









annual report

office for student
financial affairs




july 1, 1999-june 30,

2000

Karen Fooks
Director

Rick Wilder
Associate Director

Elaine Stuckman
Associate Director

Susan Mickelberry
Editor



University of Florida
Office for Student Financial Affairs
S-107 Criser Hall
P. O. Box 114025
Gainesville, FL 32611-4025
(352) 392-1275
(352) 392-1272 (V/TDD)
FAX (352) 392-2861

This document is available upon request in alternative formats
for individuals with documented, print-related disabilities.
Hearing-impaired individuals may call the Office for Student
Financial Affairs' telephone line for students with disabilities.


Equal Opportunity/Affirmative Action Institution











table of


contents

Table of C ontents............................................................. ............................ iii
From the D director ............................................................. ....................... 1
A n O overview ..................................................................... .......................1
Philosophy and Mission Statement .................................. .......................2
'99-'00 Summary and Highlights ............................. ......................2
Fiscal R review .................................. .......................................................... 3
A dm inistration ........................... .............................................................. 5
Financial A advising ........................................................... ....................... 7
Customer Service .................................. .... ......................8
Satellite Offices .................... ................................... 10
Special Program s..................................................................... ............ 10
Financial Aid Programs ...............................................................11
G ran ts ...................................................................... ..............................12
Scholarships ......................................... .....................13
State Programs.......................... ...............................14
Student Employment ............................... .............................15
Loan Certifications................... .......... .......................16
Special Program s ............................................................ .......................18
Quality Assurance....................... ........ .......................19
Verification .............................................................. .......................19
Support Services ............................................................. ....................... 20
Information/Publication Services ...........................................21
Outreach and Training .....................................................22
Technical Systems & Processing........................ ....................... 23
A w arding................................................................. .......................24
Disbursements and Fund Reconciliation ............................................. 24
Document Editing........................... ............................26
Records & Optical Scanning..............................................26
Systems and Programming .............................. ......................26
Staff & Professional Activities .................................. .....................29
SFA Staff .................................................................. ....................... 30
Professional Activities .......................................................32






ii








SFA continues its ongoing goal of quality
service for University of Florida students.
This year many departments resources were
directed toward revising systems and
procedures to implement Federal Direct Loan
Master Promissory Note requirements, such as
a new Federal Direct Loan Confirmation site
available through UF's ISIS system, as well as
to accommodate significant increases in
disbursement and processing resulting from
the expansion of the state's Florida Bright
Futures Program.
Karen Fooks
Director


office for student financial








IrcSm dhee r


Tam pleased to present the 1999-2000
Annual Report of the Office for Student
Financial Affairs (SFA). This report
provides detailed information on the
major activities and events that have
occurred in the reporting period
beginning July 1999 and continuing
through July 2000, as well as information
on the general state of the office.
SFA continued its ongoing goal of
quality service for University of Florida
students. This year many departments
resources were directed toward
revising systems and procedures to
implement Federal Direct Loan Master
Promissory Note requirements, such as a
new Federal Direct Loan Confirmation
site available through UF's ISIS system,
as well as to accommodate significant
increases in disbursement and
processing resulting from the expansion
of the state's Florida Bright Futures
Program. The total value of state
scholarships received by UF students,
and consequently processed by SFA,
again increased dramatically.
This year we also installed KIDDS, a
new digital record scanning system,
continued to enhance our web presence
within ISIS, and brought online our year
2000 tracking and awards system.
SFA's Systems area upgraded all
computers at our advising stations to
Apple iMacs. These new "all-in-one"
computers allow advisers to multitask.
. review documents via KIDDS, check
e-mail, and access NERDC screens,
resulting in better access to information
and less waiting for students.
We experienced another remarkable rise
in E-Mail Hotline Stats. In our fifth year,
the number of inquiries to our E-Mail
Adviser more than doubled from 3,090
to 6,745, up by 118% from last year.
To improve phone service and access for
callers, a phone room adviser position
was added to our staff. SFA staff are
committed to providing financial
assistance to all students who wish to
achieve their educational goals at the
University of Florida. As we grow and
evolve, we continue our efforts to meet
the changing needs of our students.
On behalf of SFA staff, we welcome any
questions or comments regarding the
contents of this report.


M overmAsw


ach year, Student Financial Affairs
(SFA) continues to enhance the
quality of its financial aid services and
delivery capacity. The University of
Florida (UF) is one of the country's
leaders in providing financial aid to
students. UF has been frequently
selected by the federal government to
participate in experimental programs.
This year, SFA delivered more than
$260 million in student aid from
federal, state, institutional, and private
sources to 38,000-plus UF students.

Role
The primary role of SFA is to provide
financial resources to students who
would be unable to receive a post-
secondary education without assistance.
SFA offers eligible students financial aid
packages consisting of scholarships,
grants, loans, and part-time
employment.

What exactly is "financial
aid"?
Financial aid is defined as money
provided to students and their families
as either "gift aid" or "self-help" to
assist in paying college costs. "Gift aid,"
as the name implies, is free money such
as scholarships and grants, which
students do not have to repay. "Self-
help" programs include loans and
employment and are so named because
students must repay loans and work
for money awarded through
employment programs. Awards to
students consist of scholarships, grants,
loans, and work, singly or as a package.

The important factors...
SFA awards aid to students according
to financial need, defined as the
difference between a student's current
educational costs and what the student
and the student's family can afford to
pay toward these costs. UF uses a
federally mandated need analysis
formula provided by Congress to
evaluate a student's financial need from
family information provided on the
student's financial aid applications.
Students and parents have the primary
responsibility for paying students'
expenses. When the funds available from


family, job income, savings, and other
resources are insufficient to cover all
educationally related expenses, SFA
makes every effort to meet the student's
remaining financial need.

Beyond the dollar signs...
In addition to providing assistance to
eligible students, SFA offers financial
aid advising services throughout the
year, comprehensive financial aid
publications, and state-of-the-art
technical support, including such
features as a continually updated home
page on the Web, provision of financial
aid information to the university's
Integrated Student Information System
(ISIS) on the Web, and SFA TIPS, a
touchtone dial-in voice response unit.
SFA's computerized Resource Center
off of our main lobby in S-107 Criser is
available Monday through Friday to
assist students with financial aid status
checks, online aid application, and
scholarship searches. Advising services
include personal interviews, orientation
workshops, budget and debt
management counseling, and financial
planning. SFA also provides access to
alternative resources to help students
who do not qualify for financial aid, or
who need more assistance than SFA can
provide.

Facilities
The environment of the Marshall M.
Criser Student Services Center,
established in 1991, provides the ideal
setting for convenient and efficient
delivery of financial assistance to
students. The Criser center also houses
the Admissions Office, the Office of the
University Registrar, University
Financial Services, Student Services,
and the University Counseling Center,
providing students easy access to all
student services. The Criser Center is
accessible to students with disabilities.


Student Financial Affairs Annual Report 1998-99








IrcSm dhee r


Tam pleased to present the 1999-2000
Annual Report of the Office for Student
Financial Affairs (SFA). This report
provides detailed information on the
major activities and events that have
occurred in the reporting period
beginning July 1999 and continuing
through July 2000, as well as information
on the general state of the office.
SFA continued its ongoing goal of
quality service for University of Florida
students. This year many departments
resources were directed toward
revising systems and procedures to
implement Federal Direct Loan Master
Promissory Note requirements, such as a
new Federal Direct Loan Confirmation
site available through UF's ISIS system,
as well as to accommodate significant
increases in disbursement and
processing resulting from the expansion
of the state's Florida Bright Futures
Program. The total value of state
scholarships received by UF students,
and consequently processed by SFA,
again increased dramatically.
This year we also installed KIDDS, a
new digital record scanning system,
continued to enhance our web presence
within ISIS, and brought online our year
2000 tracking and awards system.
SFA's Systems area upgraded all
computers at our advising stations to
Apple iMacs. These new "all-in-one"
computers allow advisers to multitask.
. review documents via KIDDS, check
e-mail, and access NERDC screens,
resulting in better access to information
and less waiting for students.
We experienced another remarkable rise
in E-Mail Hotline Stats. In our fifth year,
the number of inquiries to our E-Mail
Adviser more than doubled from 3,090
to 6,745, up by 118% from last year.
To improve phone service and access for
callers, a phone room adviser position
was added to our staff. SFA staff are
committed to providing financial
assistance to all students who wish to
achieve their educational goals at the
University of Florida. As we grow and
evolve, we continue our efforts to meet
the changing needs of our students.
On behalf of SFA staff, we welcome any
questions or comments regarding the
contents of this report.


M overmAsw


ach year, Student Financial Affairs
(SFA) continues to enhance the
quality of its financial aid services and
delivery capacity. The University of
Florida (UF) is one of the country's
leaders in providing financial aid to
students. UF has been frequently
selected by the federal government to
participate in experimental programs.
This year, SFA delivered more than
$260 million in student aid from
federal, state, institutional, and private
sources to 38,000-plus UF students.

Role
The primary role of SFA is to provide
financial resources to students who
would be unable to receive a post-
secondary education without assistance.
SFA offers eligible students financial aid
packages consisting of scholarships,
grants, loans, and part-time
employment.

What exactly is "financial
aid"?
Financial aid is defined as money
provided to students and their families
as either "gift aid" or "self-help" to
assist in paying college costs. "Gift aid,"
as the name implies, is free money such
as scholarships and grants, which
students do not have to repay. "Self-
help" programs include loans and
employment and are so named because
students must repay loans and work
for money awarded through
employment programs. Awards to
students consist of scholarships, grants,
loans, and work, singly or as a package.

The important factors...
SFA awards aid to students according
to financial need, defined as the
difference between a student's current
educational costs and what the student
and the student's family can afford to
pay toward these costs. UF uses a
federally mandated need analysis
formula provided by Congress to
evaluate a student's financial need from
family information provided on the
student's financial aid applications.
Students and parents have the primary
responsibility for paying students'
expenses. When the funds available from


family, job income, savings, and other
resources are insufficient to cover all
educationally related expenses, SFA
makes every effort to meet the student's
remaining financial need.

Beyond the dollar signs...
In addition to providing assistance to
eligible students, SFA offers financial
aid advising services throughout the
year, comprehensive financial aid
publications, and state-of-the-art
technical support, including such
features as a continually updated home
page on the Web, provision of financial
aid information to the university's
Integrated Student Information System
(ISIS) on the Web, and SFA TIPS, a
touchtone dial-in voice response unit.
SFA's computerized Resource Center
off of our main lobby in S-107 Criser is
available Monday through Friday to
assist students with financial aid status
checks, online aid application, and
scholarship searches. Advising services
include personal interviews, orientation
workshops, budget and debt
management counseling, and financial
planning. SFA also provides access to
alternative resources to help students
who do not qualify for financial aid, or
who need more assistance than SFA can
provide.

Facilities
The environment of the Marshall M.
Criser Student Services Center,
established in 1991, provides the ideal
setting for convenient and efficient
delivery of financial assistance to
students. The Criser center also houses
the Admissions Office, the Office of the
University Registrar, University
Financial Services, Student Services,
and the University Counseling Center,
providing students easy access to all
student services. The Criser Center is
accessible to students with disabilities.


Student Financial Affairs Annual Report 1998-99











mission sare t


r he University of Florida's (UF) Office
for Student Financial Affairs (SFA) is
a service organization with a primary
responsibility to help students secure the
funds necessary to pursue their
educational goals at UF SFA is
committed to providing students with
the resources and information they need
to become fiscally responsible and to
understand the rights and responsibilities
incurred when they receive financial aid.

* The staff of SFA assume a proactive
role, reaching out to students and
potential students to educate them about
the benefits of higher education and the
availability of financial aid.

* SFA believes that no student should be
denied the opportunity to attend UF and
successfully pursue degree objectives
because of financial reasons and is
committed to maximizing the resources
available to its students.

* SFA recognizes that each student's
financial situation is unique and makes
every effort to develop policies and
procedures which treat each student
fairly and equitably and take unusual
circumstances into account.

* SFA has the responsibility of educating,
motivating, and empowering staff and
each other. SFA's management team
members believe in the importance of
listening to each other, inspiring those in
subordinate positions, and rewarding
dedication, competence, hard work, and
positive attitudes. SFA managers will
make every effort to develop managerial
plans that promote leadership that will
benefit and be appreciated by all staff.

T he aiii.u ling i/,hilol-/;,hii of SFA is to
award aid to students as a part of the
means by which they can attend college.
While students and parents have the
primary responsibility for paying the
student's expenses, our goal is to fill the
financial gap that may exist between the
cost of the individual student's education
and money available from the students
family, job income, savings, and other
resources.


"Y9- K0 swnary




year 1999-2000 at SFA was again
productive, and challenging. Many
SFA departments were involved in
revising our systems and procedures to
facilitate the new requirements, such as a
new Federal Direct Loan Confirmation
site through ISIS, and to accommodate
huge increases in disbursement and
awarding resulting from the expansion
of the state's Florida Bright Futures
Program. This year we installed a new
digital record scanning system,
continued to enhance our web presence
within ISIS, and brought online our year
2000 tracking and awards system. A
phone room adviser position was added
to improve phone service and access for
callers. We also upgraded our customer
service computers, providing faster
access to information for our advisers
and improving confidentiality for our
students.
* SFA fully implemented use of Master
Promissory Notes (MPN). The
development, tracking, and editing of
this MPN process required extensive
staff hours and system modifications.
Revisions and enhancements to this
process continued throughout the
year. Summer 2000 was spent
preparing to implement the multi-year
feature of the MPN, which would be
effective for 2000-01.
* With the MPN came a mandate that a
notification or confirmation process
replace the requirement that borrowers
sign a new note for each academic
year. For 1999-2000, UF used a passive
confirmation process for Subsidized
Stafford Loans (students are notified of
their loan information but not required
to return a formal acceptance before
disbursement of funds) and an active
confirmation for Unsubsidized
Stafford Loans (students must return
an acceptance form to the school
before disbursement).
* In addition to monitoring the 1999-
2000 confirmation process, staff
prepared to expand the automated
confirmation process for 2000-01 to
require students to actively confirm
both Subsidized and Unsubsidized
Federal Direct Stafford Loans using
UF's Integrated Student Information
System (ISIS), prior to disbursement of


their loan(s). The new Confirmation
site available through ISIS is also
designed to enable students to revise
the amount of their loan(s), to link to
NSLDS to review their loan debt, and
to access the Federal Department of
Education's Borrowers Rights and
Responsibilities.
* The Florida Bright Futures Scholars
(FBFS) program continued to grow
dramatically. The awarding of
summer scholarships for the first time
added to another huge increase in
funds disbursed this year. In 1999-
2000, UF students received a total of
$40,072,779 in FBFS -up $10.5
million from last year.
* As a result of the State's decision to
fund Florida Bright Futures for the first
time in a summer term, the volume of
transient students receiving aid in the
summer increased dramatically-from
an average of 63 students to 608
students, and the number of overseas
students receiving financial aid
increased by nearly 49% over last year.
* SFA again enhanced our web
presence within Eagle and ISIS.
borrowers for 2000-2001, as Systems
and Programming staff wrote the web-
based Loan Acceptance System. The
Direct Loan Confirmation Site for
Federal Direct Loans was hugely
successful due to staff extensive
planning and information
dissemination.
* Year 2000. Our Systems and
Programming area completed the
year 2000 software conversion and
testing. Year 2000 tracking and award
systems were brought online.
* SFA's Systems area upgraded all
computers at our front desk advising
stations to Apple iMacs. These new
"all-in-one" computers allow advisers
to multitask... review documents via
KIDDS, check e-mail, and access
NERDC screens. Major benefits are
ease of use for the advisers and very
stable operation, less down-time, better
access to information, and less waiting
for students!
* SFA'S Systems Area installed KIDDS,
Kofax Imaging Digital Document
System, a new digital records system


Student Financial Affairs Annual Report 1999-2000











mission sare t


r he University of Florida's (UF) Office
for Student Financial Affairs (SFA) is
a service organization with a primary
responsibility to help students secure the
funds necessary to pursue their
educational goals at UF SFA is
committed to providing students with
the resources and information they need
to become fiscally responsible and to
understand the rights and responsibilities
incurred when they receive financial aid.

* The staff of SFA assume a proactive
role, reaching out to students and
potential students to educate them about
the benefits of higher education and the
availability of financial aid.

* SFA believes that no student should be
denied the opportunity to attend UF and
successfully pursue degree objectives
because of financial reasons and is
committed to maximizing the resources
available to its students.

* SFA recognizes that each student's
financial situation is unique and makes
every effort to develop policies and
procedures which treat each student
fairly and equitably and take unusual
circumstances into account.

* SFA has the responsibility of educating,
motivating, and empowering staff and
each other. SFA's management team
members believe in the importance of
listening to each other, inspiring those in
subordinate positions, and rewarding
dedication, competence, hard work, and
positive attitudes. SFA managers will
make every effort to develop managerial
plans that promote leadership that will
benefit and be appreciated by all staff.

T he aiii.u ling i/,hilol-/;,hii of SFA is to
award aid to students as a part of the
means by which they can attend college.
While students and parents have the
primary responsibility for paying the
student's expenses, our goal is to fill the
financial gap that may exist between the
cost of the individual student's education
and money available from the students
family, job income, savings, and other
resources.


"Y9- K0 swnary




year 1999-2000 at SFA was again
productive, and challenging. Many
SFA departments were involved in
revising our systems and procedures to
facilitate the new requirements, such as a
new Federal Direct Loan Confirmation
site through ISIS, and to accommodate
huge increases in disbursement and
awarding resulting from the expansion
of the state's Florida Bright Futures
Program. This year we installed a new
digital record scanning system,
continued to enhance our web presence
within ISIS, and brought online our year
2000 tracking and awards system. A
phone room adviser position was added
to improve phone service and access for
callers. We also upgraded our customer
service computers, providing faster
access to information for our advisers
and improving confidentiality for our
students.
* SFA fully implemented use of Master
Promissory Notes (MPN). The
development, tracking, and editing of
this MPN process required extensive
staff hours and system modifications.
Revisions and enhancements to this
process continued throughout the
year. Summer 2000 was spent
preparing to implement the multi-year
feature of the MPN, which would be
effective for 2000-01.
* With the MPN came a mandate that a
notification or confirmation process
replace the requirement that borrowers
sign a new note for each academic
year. For 1999-2000, UF used a passive
confirmation process for Subsidized
Stafford Loans (students are notified of
their loan information but not required
to return a formal acceptance before
disbursement of funds) and an active
confirmation for Unsubsidized
Stafford Loans (students must return
an acceptance form to the school
before disbursement).
* In addition to monitoring the 1999-
2000 confirmation process, staff
prepared to expand the automated
confirmation process for 2000-01 to
require students to actively confirm
both Subsidized and Unsubsidized
Federal Direct Stafford Loans using
UF's Integrated Student Information
System (ISIS), prior to disbursement of


their loan(s). The new Confirmation
site available through ISIS is also
designed to enable students to revise
the amount of their loan(s), to link to
NSLDS to review their loan debt, and
to access the Federal Department of
Education's Borrowers Rights and
Responsibilities.
* The Florida Bright Futures Scholars
(FBFS) program continued to grow
dramatically. The awarding of
summer scholarships for the first time
added to another huge increase in
funds disbursed this year. In 1999-
2000, UF students received a total of
$40,072,779 in FBFS -up $10.5
million from last year.
* As a result of the State's decision to
fund Florida Bright Futures for the first
time in a summer term, the volume of
transient students receiving aid in the
summer increased dramatically-from
an average of 63 students to 608
students, and the number of overseas
students receiving financial aid
increased by nearly 49% over last year.
* SFA again enhanced our web
presence within Eagle and ISIS.
borrowers for 2000-2001, as Systems
and Programming staff wrote the web-
based Loan Acceptance System. The
Direct Loan Confirmation Site for
Federal Direct Loans was hugely
successful due to staff extensive
planning and information
dissemination.
* Year 2000. Our Systems and
Programming area completed the
year 2000 software conversion and
testing. Year 2000 tracking and award
systems were brought online.
* SFA's Systems area upgraded all
computers at our front desk advising
stations to Apple iMacs. These new
"all-in-one" computers allow advisers
to multitask... review documents via
KIDDS, check e-mail, and access
NERDC screens. Major benefits are
ease of use for the advisers and very
stable operation, less down-time, better
access to information, and less waiting
for students!
* SFA'S Systems Area installed KIDDS,
Kofax Imaging Digital Document
System, a new digital records system


Student Financial Affairs Annual Report 1999-2000











rscd review


in the Record Retention area. KIDDS
allows our Records area to scan
student documents on a high-speed,
high-resolution scanner and store
them on a file server at the Northeast
Regional Data Center (NERDC),
where they become accessible as an
administrative application on UF's
Integrated Student Information
System (ISIS) web server.
* Another huge surge in SFA's E-Mail
Hotline Stats. For comparison
purposes, SFA's Email Adviser
received 752 inquiries in 1997-98 and
3,090 inquiries in 1998-99. This year
our inquiries doubled to 6,745
inquiries, a 118% increase.
* New Phone Room Adviser. During
1999-2000, Customer Service's
telephone bank handled 41,743
telephone calls. To improve phone
service and access for callers, a full-
time USPS position was added to our
phone room staff.
* SFA continued to participate in the
National Student Loan Data System
(NSLDS), a centralized federal data
bank that provides a complete
history of a student's Title IV aid
disbursements, loan default
information, overpayments of Pell;
Grant, Perkins Loan, or SEOG, and
any active bankruptcy.
* UF continued as an "experimental
site" in the Ford Federal Direct Loan
Program, which allows UF exemption
from federal requirements such as
mandatory multiple disbursements for
single-term loans and a 30-day delay
in first-time borrowers disbursements.
* SFA's Website. We continued to
enhance our website. This year we
have greatly expanded our Printable
Forms section, enabling students to
print the forms they need for
employment, verification, and
petitioning directly from the site.
* Our Publications/Information area
continued to emphasize electronic
financial aid application, providing
links on our website to all pertinent
federal web locations.


T he Office for Student Financial
Affairs (SFA) functioned with a
$3,093,939 operating budget in 1999-
2000. Funding for the operating budget
is provided from state "education and
general" (E & G) funds, an
administrative allowance for
administration of federal financial aid
programs, and student financial aid fees.
State E & G fund allocations provided
about 72 percent of the total budget,
with the administrative allowance and
financial aid fees making up the
remaining 28 percent.

Staffing for 1999-2000 was at 67.75 FTE
as of June 2000, compared to 64.75 as of
June 1999.


In 1999-2000, the increase in Salaries is
due to annual raises. Increases in
Operating Expenses and OCO were
largely due to a one-time allocation of
Florida Academic Counseling and
Tracking for Students (F.A.C.T.s.) money
given to UF for enhanced financial aid
services and information to students.
SFA, thus far, purchased and installed a
new imaging system, along with all the
equipment, software, and training
necessary to run it. Dollars spent on
OPS are variable year to year
depending upon departmental needs
and funds available.


components of the office operating budget

BUDGET CATEGORY 1999-2000 1998-99 1997-98

Salary $2,310,455 $2,306,149 $2,112,753

Operating Expense 385,304 250,510 239,864

Other Personnel Services (OPS) 82,133 108,577 30,058

Other Capital Outlay (OCO) 127,287 91,377 79,206

Federal Work-Study Salaries 188,760 190,548 182,258


Student Financial Affairs Annual Report 1998-99







SFA


administration


Sections


financial aid advising
-customer service
-satellite offices
-special programs

financial aid
programs
-grants
-scholarships
-state programs
-student employment
-loan certifications

special programs
-quality assurance
-verification

support services
-outreach & training
-information/publication services

technical systems &
processing
-awarding
-disbursements & fund reconciliation
-document editing
-records/optical scanning
-systems & programming










"The University of Florida Office for
Student Financial Affairs (SFA) remains
at the forefront of universities in shaping
financial aid policy issues that affect
students nationwide. As college costs
continue to rise, SFA continues to
develop innovative programs for
funding students' postsecondary
educational expenses."
Rick Wilder
Associate Director


administration













As federal and state funding of
student education grants continues
to decrease and borrowing continues to
rise, effective distribution by the
financial aid office of funds available to
qualified students becomes increasingly
important. The administrative staff of
Student Financial Affairs (SFA),
including the director and associate
directors, are responsible for ensuring
such distribution, while also
guaranteeing equal access to all
prospective students to the University
of Florida (UF). The smooth and
efficient administration of financial aid
programs and systems necessary for
awarding and distributing program
funds is the charge of SFA's
administration. The Director's office
manager and the accounting and word
processing staff provide all necessary
support services.

Director's Office
The Director of SFA is responsible for
the overall administration of financial
aid programs at UF. She also
represents the University statewide
and nationally, helping to shape long-
range policies and goals. The
Director's Office is responsible for all
personnel matters within the office,
and the office manager administers
personnel, payroll, and coordinates
travel paperwork.


Associate Directors
Student Financial Affairs has two
associate directors. One is responsible
for customer service, loan processing,
disbursements, and satellite offices in
the Colleges of Dentistry, Law,
Medicine, and Health Professions,
which includes supervising six
assistant directors and/or student
affairs coordinators and their respective
areas of responsibility. The other
associate director oversees technical
areas and student employment, which
includes supervising one assistant
director and two student affairs
coordinators. Additionally, both
coordinate all data processing requests
with the systems coordinator in charge
of the Systems and Programming area,
supervise funds management and
research, coordinate the delivery
systems, and are responsible for all
federal, state, and institutional audits.

Accounting
Student Financial Affairs' accounting
staff maintain all departmental
accounting and fiscal activities. The
accountant and the fiscal assistant are
responsible for all phases of purchasing
and handling accounts receivable for
federal administrative allowance funds
and private donations. This office
prepares financial and compliance
reports for federal, state, and
institutional donors and helps the
director and associate directors with
special fiscal projects. Internal control
duties include maintaining
departmental ledgers and preparing the
departmental operating budget.
Accounting also supervises building
services such as telephones, equipment,
repairs, and custodial and safety
maintenance.


Word Processing
The primary responsibility of the word
processing area is to produce and
maintain quality control of all outgoing
and in-house office correspondence; to
process in-house forms and maintain a
central forms catalogue system for each
section within SFA; and to lend
secretarial and telephone support for
the director and associate directors,
with secondary responsibilities to the
assistant directors and other staff
members. The word processing staff
also respond to requests from parents
and students for general financial aid
information materials and applications.
Word processing staff are supervised by
the Director's office manager.


Student Financial Affairs Annual Report 1999-2000


~dmi~~k~~i~~










"Customer Service advisers assist UF
aid applicants, prospective applicants,
and families with financial aid
application and all other financial aid
issues, including case-by-case award
revisions for students whose financial
situations or other eligibility criteria
change during the year. "
Rodlee Ritter
Student A\rtn Coordinator


financial aid advising











SFA's Customer Service Section is the
initial point of contact for all students
who apply for aid or who need
assistance with the financial aid
application process. Our financial aid
advisers are experts in the field of
financial aid and continue their efforts to
make the University of Florida's (UF)
financial aid office a national leader in
the administration of financial aid.
During the 1999-2000 academic year,
Customer Service staff included a
Student Affairs Coordinator (Assistant
Director), five Student Financial Aid
Coordinator IIs, four Student Financial
Aid Coordinator Is, one Clerical
Supervisor, two Senior Clerks, and one
Clerk. Late in spring term, two
additional adviser positions were
funded, but these new positions did not
become operational until 2000-01.

Customer Service Advisers
All UF students and aid applicants are
assigned to two-member financial aid
advising teams by the last two digits of
students' Social Security numbers. Each
advising team consists of a Student
Financial Aid Coordinator II and a
Student Financial Aid Coordinator I.
Customer Service advisers provide
service to students via several methods:
(1) on a walk-in basis, (2) by office
appointments, (3) by telephone, or (4) by
written communication. In addition,
Customer Service is responsible for
handling incoming phone calls to the
non-administrative financial aid
departments. The Customer Service
telephone bank is staffed by four, full-
time USPS clerical personnel and up to
twelve student assistants. To improve
phone access for callers, a full-time USPS
position was added this year. The phone
bank handles all general financial aid
inquiry calls and is trained to provide
assistance for basic status inquiries.
Complex financial aid questions are
routed to a member of the student's
advising team for assistance. During the
1999-2000 academic year, the customer
service telephone bank handled 41,743
telephone calls.
Customer Service advisers assist UF aid
applicants, prospective applicants, and
families with financial aid application
procedures and all other financial aid
functions. This includes case-by-case


award revisions for students whose
financial situation or other eligibility
criteria change during the year.

Special Programs
A number of special financial aid
programs come under the auspices of
Customer Service. These include: the
summer Achievements in
Mainstreaming (AIM) Program, overseas
study programs, financial aid for State
University System (SUS) transient
students, concurrent enrollment
programs, revision petitions, the SFA
Student Info e-mail service, and several
MBA non-traditional programs. This
year, Customer Service assumed the
responsibility for SFA's academic
progress program and the UF
Emergency Short-Term Loan Program.

* Summer AIM Program
During Summer B term, SFA works
closely with the Admissions Office and
the AIM Program Office to process
financial aid for students admitted
through this summer special admissions
program. In 1999-2000, 677 students
were admitted as AIM program
participants. Applications were
processed in accordance with AIM
program guidelines for financial aid
consideration by our office. Of the 677
admitted students, 407 enrolled and 348
received more than $695,000 in grant
assistance to meet the total costs of the
summer program. These figures
represent an increase of 22 financial aid
recipients and more than $12,000 in
financial aid expenditures over last year.
(NOTE: aid recipient totals and dollars
disbursed do not include athletes
admitted through the AIM program.)

* Overseas Study Students with Aid
The trend in increased participation in
UF-sanctioned overseas studies
programs continues. The number of
students attending such programs
increased from 928 in 1998-99 to 1,077 in
1999-2000. The increase in student
overseas program attendance resulted in
a corresponding increase in financial aid
recipients. A total of 760 UF students
participating in overseas study programs
received financial aid. The number of
overseas students receiving financial aid
increased by nearly 49% over the
previous year. The increase can be


attributed to the availability of Florida
Bright Futures Scholarship monies for
the first time in a summer term, as well
as to an increase in students getting
private loans. Financial aid packages are
routinely supplemented with Federal
Direct Stafford Loans (subsidized and
unsubsidized) or Federal Direct PLUS
Loans to offset costs of studying abroad.

* Extenuating Circumstances Reviews
Customer service advisers counsel
students about the revision petition
process. Students have the right to, and
are given the opportunity to, petition
parental contributions, student
contributions, and dependency status if
they have extenuating circumstances not
reflected in the initial evaluation of their
eligibility. A total of 289 petitions were
received in 1999-2000, and 207 were
approved, 86 more than last year. The
approval rate increased from 63% to72%.

* Consortium Programs
Before financial aid can be disbursed to
students in concurrent enrollment or
transient programs, consortium
agreements must be completed for each
student to account for hours he/she may
be taking concurrently at the partner
institutions) and to ensure that financial
aid is not also being received from the
other institutions. Several formally
recognized concurrent enrollment
programs are conducted at sites away
from the Gainesville UF campus.
Although enrolled at off-site locations,
students apply for financial aid through
our office. Most are completing a part of
their curriculum requirements at
"partner" institutions while taking UF
coursework. For several years, we have
processed financial aid for students
enrolled in the following concurrent
enrollment programs:

New World School of the Arts, Miami,
Florida. Students take classes from
Miami-Dade Community College and
UF. In 1999-2000, 62 students received
financial aid to attend this program.

UF Milton Program, Milton, Florida.
Students enrolled in this IFAS extension
program may take classes at Pensacola
Junior College, University of West
Florida, and UF. In 1999-2000, SFA
processed financial aid for 10 students.


Student Financial Affairs Annual Report 1999-2000











UF Fort Lauderdale Program. No
students received aid through this IFAS
extension program in Fort Lauderdale in
1999-2000.

UF Fort Pierce Program. This IFAS
extension program allows students to
take courses through Indian River
Community College. In 1999-2000, aid
was processed for two students.

State University System (SUS)
Transient Program. UF students
awarded financial aid and attending
another SUS school as transient students
may have their financial aid processed at
UF and sent to the other institution. Each
must be monitored individually to
ensure that all requirements are met and
documentation is received before aid is
disbursed. In 1999-2000, UF processed
financial aid for 631 students
participating as SUS transients. As a
result of the State's decision to fund
Florida Bright Futures for the summer,
the volume of transient students
receiving aid increased dramatically.
Most transient processing occurs in the
summer. This used to involve between
50 and 75 students. This summer we had
608 students enrolled as transients!

* Non-Traditional MBA Programs
The number of non-traditional MBA
programs continues to increase as do the
number of students enrolling. Because
these programs do not follow the
standard UF semester format, the
progress of these students must be
manually tracked, taking care to process
the appropriate type of aid for which the
student is eligible, based on the program.
To facilitate the processing of aid for
these students, a Coordinator II position
jointly funded by our office and the
College of Business was created during
the 1998-99 academic year. This award
year, a total of 274 students enrolled in
eight different non-traditional MBA
programs, an increase of 100 students
from those enrolled in similar programs
during 1998-99 and the addition of three
new programs from the prior year.
During 1999-2000, SFA also began
processing Federal Direct Stafford Loans
for students enrolled in these programs.
Before 1999-2000, students participating
in these programs were only considered
eligible for private loans. During 1999-


2000, SFA processed private loan
applications for 85 of these students, up
from 66 processed applications last year.
Forty-five Federal Direct Stafford Loans
were processed for students enrolled in
these programs effective for the spring
and summer 2000 terms.

* SFA Student Info E-Mail Service
SFA's Student Info E-mail Hotline was
established in September 1995 to enable
students to ask general financial aid
questions without having to come to
Criser Hall. Due to confidentiality
regulations, we cannot respond to
specific requests about individual
financial aid files, but we can provide
helpful, general information about the
financial aid process as well as program
availability and eligibility requirements.
The volume of e-mail inquiries our office
has received has increased dramatically
over the last three years. To compare,
SFA received 752 inquiries in 1997-98,
3,090 inquiries in 1998-99, and 6,745
inquiries in 1999-2000, a 118% increase
from last year.

* Academic Progress Program
To comply with federal regulations, UF
must ensure that all federal aid
recipients maintain satisfactory academic
progress. Students who fail to meet
specified standards are suspended or
terminated from financial aid eligibility.
Students are notified of the academic
progress policy in a brochure they
receive with their original financial aid
award letter. The policy requires that
students make progress toward their
degree by maintaining a satisfactory
qualitative standard (grade point
average-GPA) and a quantitative
standard (such as credit hours earned or
terms of aid received).
Three times a year a financial aid
academic progress program generates
letters to students not meeting required
standards. The academic progress
coordinator in Customer Service
oversees notifying these students. A
petition procedure is available for
students who believe their failure to
maintain satisfactory progress is due to
extenuating circumstances. The
academic progress coordinator reviews
petitions and determines which require
referral to an Academic Progress


Appeals Committee member. Routine
petitions (i.e., graduating senior
requiring one final term to complete a
degree) may be approved without going
to a committee. Customer service
advisers counsel students on the
academic progress policy and petition
process.

More than 3,595 petitions were reviewed
in 1999-2000, an increase of 748 from
1998-99. This increase is proportional to
the increase in aid recipients. The two
most common conditions causing
students to lose financial aid eligibility
continue to be: exceeding the maximum
number of terms allowed on aid, and
GPA less than a 2.00 for students who
have carried 60 credit hours. This can be
attributed to transfer students with more
than 60 credit hours not achieving a 2.0
GPA in their first semesters at UF A high
percentage of students who petition are
conditionally reinstated and raise their
GPA after the next period of attendance.
Unofficial Withdrawals. In recent years,
the federal government has put pressure
on schools to document that students
who receive financial aid funds actually
have attended class. In particular
question are students who receive
federal aid whose end of term grades are
solely incomplete (I), no grades (N) or
failing grades (E). As part of each term's
academic progress program, student files
are selected that indicate this situation.
Letters are sent to the student and to the
appropriate department in an effort to
document the students' class attendance.
For students for whom we cannot obtain
proof of attendance, UF must reimburse
the federal accounts. During 1999-2000,
320 such students were flagged. UF was
ultimately required to reimburse the
accounts for 29 students in the total
amount of $88,232.

Looking Ahead
As a result of the addition of two new
positions we look forward to being able
to increase our financial aid advising
teams from four to five. This should
improve the current adviser caseload and
enhance the service we provide to our
students. We will continue to emphasize
looking for ways to improve our
automated information systems so
students can access routine financial aid
information electronically through ISIS.


Student Financial Affairs Annual Report 1999-2000








sateMte offices

student Financial Affairs (SFA)
supports four professional
positions designed to accommodate
special needs, housed at sites away
from the main financial aid office.
These positions were created at the
request of, and with financial support
from, colleges and agencies whose
students have particular difficulty
coming to the aid office because of
distance and class schedules, or who
have other special needs. The satellite
offices are jointly funded and
operated by SFA and the sponsoring
organizations: the College of
Dentistry, the College of Law, the
College of Medicine, and the Colleges
of Health Professions, Nursing,
Pharmacy, and Veterinary Medicine.
Since the initiation of these outreach
programs, students in these colleges
have reaped the benefits of having a
representative from SFA with
comprehensive knowledge of
financial aid programs and
procedures as they pertain to them.

College of Dentistry
The College of Dentistry financial aid
office serves D.M.D. dental students,
postdoctoral dental students, and F.T.D.
(Foreign Trained Dentists) students,
administering Title IV loan programs,
Title VII loans and scholarships, and
various outside scholarship funds. A
Financial Aid Coordinator is responsible
for all aspects of financial aid at the
College of Dentistry: financial aid
presentations for dental admission days,
helping students through the application
process, debt management, daily walk-in
counseling, and exit interviews for
graduating seniors. The office is located
in the UF Health Sciences Center in the
Dental Tower, D3-#17A.

Colleges of Health
Professions, Nursing,
Pharmacy, and Veterinary
Medicine
The Health Sciences Center (HSC)
Financial Aid Administrator is
responsible for the coordination of all
financial aid services for each college.
These services include awarding, aid
packaging, and debt counseling for more
than 1,900 students. Further, the HSC aid


administrator provides the colleges with
the financial data needed to award
scholarships, coordinates all financial aid
services, and assists in awarding and
packaging all college-based loans and
scholarships. Emphasis is placed on
counseling students to reduce student
loan debts and on providing up-to-date
information about federal aid programs
and requirements. The HSC Financial
Aid Office is in UF Health Sciences
Center Room CG-96.

College of Law
Of about 1,160 UF law students, almost
80% receive some form of financial aid.
During 1999-2000, almost $14,000,000 in
federal loans were paid to 959 students.
The Law School Financial Aid Office, in
164 Holland Law Center, is administered
by a Financial Aid Coordinator,
responsible for guiding students through
the financial aid application process,
from completing applications to
explaining disbursement procedures.
Private loan applications, including Bar
Exam Loans and Bar Study Loans from
The Access Group and Law Loans are
certified by this office. The law school
adviser serves as a member of the law
school financial aid committee, prepares
meeting materials, and awards and
disburses College of Law scholarships
based on committee decision. Two
hundred twenty-three students received
$645,301 from these funds in 1999-2000.
In addition, approximately $1.6 million
in state grants and scholarships were
administered to minority students
through this office.

College of Medicine
The College of Medicine (COM)
comprises more than 780 medical,
graduate, and physician assistant
students. More than 550 students are
financial aid award recipients. The
medical school adviser is a Financial Aid
Coordinator responsible for all aspects of
financial aid involving COM students,
such as counseling new admissions and
giving application assistance by
providing consumer information, debt
management counseling, and exit
interviews. In 1999-2000, the College of
Medicine aid office administered more
than 50 loans and scholarships and paid
out $7,350,000 in student loans and more
than $1,100,000 in scholarships.


FA administers a number of special
programs onsite in Criser Hall to
meet the needs of specific groups of
students by financial aid professionals
with specialized knowledge of federal,
state, or UF requirements relating
specifically to these groups. These
include an adviser to athletes and an
adviser to veterans.

Adviser to Athletes
A Financial Aid Coordinator
specializing in both financial aid and
NCAA/SEC guidelines coordinates
and administers financial aid for
student athletes. The Athletes Adviser
works with the University Athletic
Association (UAA) to coordinate
athletic scholarships with other
financial aid, to complete required
NCAA reports, to counsel athletes
about their financial aid and about their
rights and responsibilities, and to
assure compliance with both federal
and NCAA regulations. The Athletes
Adviser is located in Peabody Hall, and
also counsels student athletes at the
Office of Student Life in the Academic
Advisement Center.

VA Work-Study/Tutorial
Assistance Adviser
The position for the adviser for the
federal VA Work-Study and VA Tutorial
Assistance programs is funded by the
federal government to provide VA Work-
Study and VA Tutorial Assistance to
veterans who are enrolled students. VA
Work-Study is available for veterans to
work in positions at UF up to 25 hours a
week making $5.15 an hour, tax-free. The
VA Tutorial Assistance Program allows
veterans to be reimbursed for the costs of
tutorial assistance needed in the course
of their education. The VA Work-Study
Adviser, who counsels students on both
of these programs, is located in S-107G
Criser Hall.


Student Financial Affairs Annual Report 1999-2000









-


"SFA added numerous technical
enhancements and upgrades and
continued to improve services provided
to Universityof Florida students this
year. We renew our commitment to
providing the highest quality of service,
financial aid information, and delivery
of aid funds to UF students."
Rick Wilder
Associate Director


What makes up a financial
aid package?
Financial aid comes in many forms.
Financial aid packages are combinations of
aid made up of funds from the following
programs: grants, scholarships, state
programs, loans, and student employment.


financial aid programs









Wts


Grants are gift aid (no repayment
required) awarded to students
who show financial need. At the
University of Florida (UF), Student
Financial Affairs (SFA) administers the
following programs: Federal Pell
Grants, Federal Supplemental
Educational Opportunity Grants,
Florida Student Assistance Grants, the
Lottery Trust Grant, and institutional
grants such as I. D. Turner Grants.

Programs
The Pell Grant Section focuses on
efficient delivery of Pell Grants to
students. Federal Supplemental
Educational Opportunity Grants,
Turner Grants, and Lottery Grants are
also awarded to undergraduate
students with exceptional need as part
of a comprehensive aid package.

Federal Pell Grant
The Federal Pell Grant program
provides grants designed to assist those
students with the greatest financial
need. Pell Grants are the foundation
upon which all other need-based aid
programs are built.
The government awards grants
according to students' financial need as
determined by a federally established
need analysis formula. Need for other


aid is based upon and determined
around the student's eligibility for a
Federal Pell Grant.
The total dollar amount of Pell Grants
disbursed to students decreased from
$13,734,658 last year to $13,726,955 in
1999-2000. The number of Pell Grant
recipients decreased from 7,571 to 7,038

Federal Supplemental
Educational Opportunity
Grant (FSEOG)
This federal grant program is a campus-
based grant available to all
undergraduates who show exceptional
financial need. Campus-based means
that, although federally funded, the
selection of the recipients and award
amounts are determined by SFA.
Funding for FSEOG remains relatively
stable, although there was a slight
decrease from the past few years. The
amount of dollars disbursed decreased
from $2,930,080 in the 1998-99 academic
year to $2,879,974 in 1999-2000. This
decrease reflects the decrease in the
number of recipients, which went from
2,847 in 1998-99 to 2,752 this year.

Turner Grants
Institutional grants are university-
administered programs awarded by
SFA to students who show exceptional


financial need. The Turner Grant is
funded by student fees. Grants are
funded by the state Educational Trust
Fund Lottery. During the 1999-2000
award year, a total of $6,045,210 in
Turner Grant funds was disbursed to
3,092 recipients.

Florida Student Assistance
Grant (FSAG)
FSAG is a state-funded, need-based
financial aid program awarded by the
State of Florida Office of Student
Financial Assistance, but coordinated at
UF by SFA. In 1999-2000, 3,598 UF
students received awards totaling
$3,539,020. More information about
state programs can be found in the State
Programs section of this report.


Student Financial Affairs Annual Report 1999-2000


$20,000,000-



$10,000,000-


1999-00 1998-99 1997-98


Pell Grant Dollars Disbursed


8,000
7,000
6,000
5,000
4,000
3,000
2,000
1,000


1999-00 1998-99 1997-98

No. of Pell Grant Recipients












Scholarships are coordinated by
several offices at the University of
Florida (UF), including Student
Financial Affairs (SFA), the Admissions
Office, and individual colleges and
departments within the university.
Additionally, the state of Florida,
private organizations, and corporate
sponsors provide significant financial
support to UF students.

SFA's Scholarship Section coordinates
and administers numerous college-
awarded scholarships. Private donor
and UF-endowed scholarships are also
available to students and are awarded
by SFA to full-time, undergraduate
students who meet the specified
requirements of donors and/or the
endowment funds.


Custodial Awards
A review of statistics on custodial
awards received by UF students reveals
an area of significant growth in recent
years. The increase from 1998-99 to
1999-2000 was $1,509,809. This may be
attributed to several factors, including
the higher academic performance level
of our students. Academically able
students tend to apply for and receive
more scholarships. Also, our new
Student Financial Affairs Resource
Center, with its electronic Outside
Scholarship Bulletin Board, has brought
more scholarships to the attention of
students. Further, our advertising of
and the availability of more free
scholarship searches on the internet has
undoubtedly encouraged more
students to pursue donor scholarships.


Statistics
The following statistics include all
scholarships paid to students through
the office for Student Financial Affairs
, i,,i;,o tuition fee waivers, State of
Florida scholarships, and custodial
awards. The total dollars paid out
through the Scholarships Section in
1999-2000-$13,394,806-demonstrates
an increase of almost a million dollars
from the previous year.


Student Financial Affairs Annual Report 1999-2000


$15,000,000

$10,000,000- 7 7
-I I I
$5,000,000-
-S--

$0
1999-00 1998-99 1997-98

Scholarship Dollars Disbursed
*Excludes State Scholarships and waivers


1999-00 1998-99 1997-98
No. of Scholarship Awards
*Excludes State Scholarships and waivers


scholarships








stt priwCpw


The Florida Department of
Education offers a variety of
student assistance programs that are
administered by the State of Florida
Bureau of Student Financial Assistance
in Tallahassee, Florida. These state
programs, excluding loans, supported
18,569 awards to students enrolled at
UF, who received a total of $33,467,439
this year. Applications and information
on these programs are provided to
students primarily by high school
guidance counselors or the Florida
Office of Student Financial Assistance.

SFA's State Programs Section is the
University of Florida (UF) liaison with
the Bureau of Student Financial
Assistance in Tallahassee and is the
campus administrator for most state-
funded student scholarships and
grants.

The State Programs staff monitors
student eligibility for state aid,
processes information from a state
computer data base, maintains records
of each transaction, and arranges for
disbursement of state funds through
UF's University Financial Services.


Programs
Major state of Florida programs
administered through this section
include:

* Florida Academic Scholarship*

* Florida Merit Scholarship*

* Florida Gold Seal Vocational
Scholarship*

* Top Scholars Award*

* Children of Deceased or Disabled
Veterans or Children of Servicemen
Classified as Prisoners of War or
Missing in Action Scholarship

* Florida Student Assistance Grant

* Florida Teacher Scholarship and
Forgivable Loan

* Jose Marti Scholarship Challenge
Grant

* Robert C. Byrd Honors Scholarship

* Rosewood Family Scholarship

* Occupational Therapist and
Physical Therapist Scholarship Loan

* Part of the Florida Bright Futures
Scholarship Program.


Florida Bright Futures
Program
The Florida Bright Futures Scholars
program has continued its phenomenal
growth. As the academic level of
performance of our students has
increased and the state puts more funds
into the academic-based Florida Bright
Futures program, the total value of state
scholarships received by UF students,
and consequently processed by SFA, has
increased dramatically. The awarding of
summer scholarships for the first time
dramatically increased funds disbursed.
The increase of more than $7 million in
funds received by UF students from
academic year 1997-98 to 1998-99 has
been followed by a $10.5 million
increase from 1998-99 to 1999-2000.

Statistics
The State of Florida's continued
support of higher education at UF is
seen in the following graphs.

Many more UF students qualified for
state academic scholarships this year
than previously because of the
expanded state funds available through
this program.


Student Financial Affairs Annual Report 1999-2000


1999-00 1998-99 1997-98
State Program Dollars Disbursed









S4dswF oypfimsfw


Student Financial Affairs' (SFA)
Student Employment Office
continues to serve as a clearinghouse
for all on- and off-campus employment
activity. Part-time employment
continues to be a valuable source for
students needing funds to help pay
educational expenses. Student
employment on campus contributes
greatly to the operation of the
university, while providing students
with valuable work experience, often in
their major fields of study.
Student Employment acts as
coordinator for all student jobs at the
University of Florida (UF). As such,
Student Employment communicates
employment policies and procedures to
UF offices and conducts annual
training sessions for departmental
employment coordinators.
Student Employment processes all
paperwork required to appoint students
to campus jobs and enter them into the
university payroll system; develops and
updates forms; monitors student
earnings; maintains and posts job listings
from on- and off-campus employers;
provides job counseling to students; and
issues UF Work-Permits, offering the Dial-
Up Work-Permit Request Service, which
allows students to request work permits
by phone.

Programs
Student Employment coordinates the
following programs: Federal Work-
Study (FWS), including the Federal
Community Service (FCS) component;
and Other Personnel Services (OPS).


* Federal Work-Study (FWS)
FWS is funded 75% by the federal
government and 25% by the institution.
Awards are based on financial need as
determined from information students
provide on the Free Application for
Federal Student Aid. To be eligible
students must maintain a minimum 2.0
GPA. Jobs pay at least minimum wage.

* Federal Community Service
(FCS)
In fall 1994, Student Employment
implemented the FCS program, a new
component of FWS. FCS allows
students to work with various
community agencies dedicated to
improving community living,
especially for low-income individuals.

* Other Personnel Services (OPS)
Jobs
OPS is a state-funded campus student
work program which is not based on
financial need. To be eligible, students
must maintain a minimum 2.0 GPA.
Jobs pay at least minimum wage.

* Off-Campus Jobs
The Student Employment Office acts
as a referral agent, helping to link job-
seeking students with potential
employers. Off-campus employers list
their jobs, which are not based on
need, with Student Employment for
posting. Wages vary by employer.


Statistics
During the year 1999-2000, there has
been a continued increase in the
number of students employed on
campus through FWS (including FCS),
and OPS. Earnings have risen to a total
of $11,306,052 continuing the steady
increase over previous years by more
than one million dollars.

Job Bulletin Boards
FWS, FCS, OPS, and Off-Campus job
boards are located at various campus
locations. The job board outside SFA in
the Criser courtyard is updated daily.
The boards located at Norman Hall
McCarty Hall, G-1 Reitz Union, 305
Reitz Union, and the Health Sciences
Center are updated on Tuesdays and
Thursday. In cooperation with SFA's
Information/Publication Services, the
up-to-date job lists are also maintained
online on the World Wide Web.

Publications
In conjunction with the Information/
Publications Section, Student
Employment publishes the Student
Employment Coordinator, a periodic
newsletter for campus employment
coordinators. Other publications
produced with Information/
Publications include the Student
Employers Handbook, for UF
departmental student employment
administrators, and SFA's Student
Employee Handbook, which explains
policies and procedures to SFA student
assistants. These publications are
maintained online on the SFA website
at: www.ufsa.ufl.edu/sfa/


Student Financial Affairs Annual Report 1999-2000


FWS OPS FWS OPS FWS OPS


$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$0


1999-00 1998-99 1997-98
Dollars Disbursed through Employment


1999-00 1998-99 1997-98

No. of Students Employed











The goal of the Loan Certification
department is to use today's
technology to develop a loan process
that is efficient and correct and can be
accessed and reviewed by the student.
The University of Florida (UF) continues
to participate in the Ford Federal Direct
Loan Program (FFDLP). The 1999-2000
academic year was UF's sixth year of
participation. FFDLP differs
substantially from the Federal Family
Education Loan Program (FFEL) in that
private lenders are not involved. The
Federal Department of Education acts as
both lender and guarantor for FFDLP
loans, so only two agencies are involved:
the federal government and the
university. The university originates
loans, processes promissory notes, and
disburses students' loan funds when
they have been approved. When it is
time for repayment, payments are made
to the Department of Education's
Federal Loan Servicer.

Loan Certifications is responsible for
monitoring the Federal Direct Loan
automated application process, the
promissory note program, the correction
program, and various cancellation
programs to ensure that they run
correctly and efficiently. This
department also certifies private loans
from various lending institutions.

The staff consists of a Financial Aid
Coordinator III, an Assistant Director,
two Financial Aid Coordinator's, and a
Program Assistant.

Regulatory Changes
Regulatory changes affecting the 1999-
2000 academic year.
1. The Master Promissory Note (MPN)
was implemented in 1999-2000. With
the new process, borrowers receive
loans for multiple academic years
under one MPN. The development,
tracking, and editing of this new MPN
process required extensive staff hours
and system modifications. Revisions
and enhancements to this process
continued throughout the year.
The summer of 2000 was spent
preparing to implement the multi-
year feature of the MPN, which
would be effective for the 2000-01
academic year.


2. Along with the MPN came a mandate
that a notification or confirmation
process replace the requirement that
borrowers sign a new note for each
academic year. For the 1999-2000
academic year UF chose a passive
confirmation process for Subsidized
Stafford Loans (students are notified
of their loan information but not
required to return a formal acceptance
before disbursement of funds) and an
active confirmation for Unsubsidized
Stafford Loans (students must return
an acceptance form to the school
before disbursement).
In addition to monitoring the 1999-
2000 confirmation process, the staff
made preparations to implement a
new automated confirmation process
for 2000-01. This new process requires
students to actively confirm both
Subsidized and Unsubsidized Stafford
Loans using UF's Integrated Student
Information System (ISIS), prior to
disbursement of their loan(s). The
Confirmation site available through
ISIS also will enable students to revise
the amount of their loan(s), to link to
NSLDS to review their loan debt, and
to access the Federal Department of
Education's Borrowers Rights and
Responsibilities.
3. The origination fee for 1999-2000
Federal Direct Subsidized and
Unsubsidized Loans was reduced
from 4% to 3%. Direct PLUS Loans
remained at 4%.
4. Revised federal regulations also
increased the amount of additional
Unsubsidized Stafford Loan that some
health-related programs (dentistry,
medicine, pharmacy, and veterinary
medicine) students could borrow for
1999-2000.
5. The federal Higher Education
Amendment of 1998 extended the
amount of time a borrower may be
delinquent on loan payments before
their loan is considered to be in
default from 180 days to 270 days.
The first Direct Loan defaults to fall
under this new provision occurred
in July 1999.

Programs
Loan Certifications administers FDLP
programs-including Federal Direct


Stafford Loans (FDSL), Federal Direct
Unsubsidized Stafford Loans (FDUSL),
and Federal Direct PLUS Loans
(FDPLUS)-and processes private loans
through various lenders.

Federal Direct Stafford
Loans/Federal Direct
Unsubsidized Stafford Loans
FDSL loans are need-based, federally
insured loans that can be repaid after
graduation. Interest does not accrue on
the subsidized loan until the grace
period expires, which is six months after
students leave school or graduate. The
Higher Education Amendments of 1992
created FDUSL, a non-need-based
program. FDUSL was developed to meet
the educational costs for middle-income
students who do not qualify, in whole or
in part, for FDSL
"Unsubsidized" means the interest is not
deferred while the student is in school.
Because unsubsidized loans are not
need-based, students may borrow funds
over and above their eligibility for
subsidized Direct Stafford funds, either
up to their cost of attendance minus
other aid, or up to Federal Stafford Loan
program limits, whichever is less.

FDSL & FDUSL Statistics
While FDSL/FDUSL funds paid to
students rose from $114,319,072 in 1998-
99 to $118,414,612 in 1999-2000 (a
substantial increase of $4,095,540), the
total number of recipients decreased by
581. One reason for the increases can be
attributed to the number of students
choosing to process an FDUSL in excess
of their need. The number of students
studying abroad increased again, and
certain colleges now require students to
have computers and specialized
software to complete their degrees.
These factors contribute to the increased
demand for loans. The high number of


$125,000,000
105,000,000ooo


$95,000,000 I


1999-00 1998-99 1997-98
IStafford Loan Dollars Disbursed


Student Financial Affairs Annual Report 1999-2000












35,000




20,000
1999-00 1998-99 1997-98
No. of Stafford Loan Recipients


loans and ever-increasing loan amounts
awarded continues to be a concern to
financial aid administrators, since
students reach their aggregate loan
maximums faster. Another reason for
the increase in student loans is that
credit checks for the FDPLUS Loan are
stringent. When parent borrowers are
denied PLUS funds, dependent students
can become eligible for an unsubsidized
loan as well as a subsidized loan.

For the period July 1, 1999, through June
30, 2000, the FDSL/FDUSL interest rate
was set at 6.32 percent. FDSL/FDUSL
loans are capped at 8.25 percent.

SFederal Direct Plus Loans
(FDPLUS)
The FDPLUS program was designed to
help parents meet the expected family
contribution toward students'
educational expenses, with loans not to
exceed the student's cost of attendance.
FDPLUS does not require students or
families to demonstrate need. For the
period July 1, 1999 through June 30,
2000, the variable interest rate for
FDPLUS was set at 7.72 percent and
capped at 9 percent.


1,200
1,000

600 -
400
200

1999-00 1998-99 1997-98
No. of FDPLUS Recipients


FDPLUS borrowing by parents
decreased again this year, by $1,352,405
to $4,000,192. This decrease may be due
in part to the marketing efforts of the
private loan sector. Other reasons may
be that parents creditworthiness and the
ability of students to then borrow
unsubsidized loan funds.
*Private Loans
A number of private lenders and
companies offer loans that allow a
student to borrow funds equal to their
cost of attendance minus any other
resources. These loans do not fall within
federal guidelines when determining
awards or distributing funds. In most
cases, however, the student and/or the
parent must be verified as creditworthy.

Private loans processed for UF students
increased substantially this year up to
$3,105,573 from 2,724,768 in 1998-99. One
reason is that some students reach their
yearly maximums before the end of the
academic term, causing them to seek
alternative loan resources for the
additional term. Another reason is the
increase in the number of graduate
programs UF offers. Some new graduate
programs do not fall within federal
guidelines for term length, causing their
students to become ineligible for federal
aid.
*Loan Default
UF's Federal Direct Loan Program's 1998
Cohort Default Rate was 3.9 percent,
well below the national average and the
threshold of 20 percent that mandates
default reduction measures.
Nevertheless, both SFA and University
Financial Services continued to stress the
need to avoid unnecessary borrowing
and to make sure students are aware of
their rights and responsibilities when
contracting for a student loan. Customer
service staff and SFA's
Information/Publications section
emphasize this through personal student
contact, in loan application materials,
and on the SFA website. Information/
Publications provides a web brochure on
debt responsibility: Student Loans and
Debt Management. In addition the new
confirmation site provides a link to the
National Student Loan Data System, so
that students can review their loan debt
prior to accepting additional loan funds.


*Technological Services
Throughout the beginning of the 1999-
2000, Loan Certifications continued to
test both internally and with the Direct
Loan Origination Center (LOC) to make
sure the transition into Year 2000 (Y2K)
would go smoothly.
UF web services to students continued
to improve, with additional online
services and added links to federal
information that allow students to stay
up-to-date on information such as total
amount borrowed and the date of their
last payment. SFA linked to a new Direct
Loan site through the federal
government's student portal on the web,
at which both school staff and students
can access and review Direct Loan
information. At the site, students can
stay up-to-date on information such as
total amount borrowed and the date of
their last payment.
The Loan Department continued to
work with the systems staff to develop
an online correction screen and to
enhance the correction process. The new
screen enables staff to view more
correction information and send more
corrections at a time to the LOC.
*Planning for the Future
Continue to refine the automated
loan system to ensure that it is
accurate, user-friendly, and will
accommodate the need for individual
coding for the new specialty programs
developed yearly.
Continue to prepare for the National
Student Loan Data Systems (NSLDS)
changes that will take effect for the
2000-01 academic year.
Continue to interact with the Federal
Direct Loan Origination Center and
the Department of Education,
recommending improvements to
ensure that all changes are workable
for mainframe schools as well as for
the PC-based EOE Express.
Continue system modifications to
accommodate tracking the Master
Promissory Note across school years.
Develop more ways students can
interact with Loan Certifications
electronically.


Student Financial Affairs Annual Report 1999-2000







fl. u
F ,.-., ^


t ~tf II~
t


"Verification is a review process established
to confirm the accuracy of information
reported on financial aid documents.
Because the University of Florida
participates in the Federal Quality
Assurance Program, it designs its own
verification criteria to best target error-prone
items among its unique applicant
population. "
Peggy Myers
Assistant Director


special programs


*'.
l.








OQ.!. Ass&wwce


n July 1989, the University of Florida's
(UF) Office for Student Financial
Affairs (SFA) was selected to participate
in the Department of Education's
Institutional Quality Control Pilot
Project, which began in 1985. This
project, now called the Federal Quality
Assurance Program, is a management
experiment to test the feasibility of
giving institutions more discretion in
designing policies and procedures that
will result in quality administration of
Title IV student financial aid. This was
one of the first initiatives on the part of
the federal government to involve
institutions in developing internal
controls, rather than mandating them
from the federal level.
As a participating institution, UF is
exempt from certain verification
requirements as long as it remains
actively involved in conducting
quality assurance activities. The
university develops and implements
its own verification program,
customizing it to reflect its own
unique institutional setting and
student population.
At SFA the Quality Assurance (QA)
Section was established to administer
this program. A major goal of QA is to
identify potential student application
errors and establish ways to prevent
them from happening in the future. A
tandem goal is to identify potential
weaknesses or error-prone processes
within the office and to target those
for improvement. QA continually
evaluates and reviews all aspects of
financial aid processing with the goals
of streamlining the process and
reducing errors.
In 1994-95, the QA and Verification
Sections consolidated staff resources,
and the verification staff performed QA
document collection and data analysis.
In recent years additional assistance has
been provided by an awarding
coordinator. The additional human
resources expedited QA document
collection, as well as exposing the
verification and awarding staff to the
QA methodology and philosophy. The
arrangement resulted in a much faster
completion rate of QA files. This
structure continued to operate
efficiently in this year.


Quality Assurance Procedure
A special Quality Assurance random
sample group is selected in the fall of
each year. Students in this group are
required to provide special
documentation to verify the
information they reported on their Free
Applications for Federal Student Aid.
Receipt of aid is contingent upon
submission of requested information.

Corrective Action Procedure
QA uses the data returned by students
in the sample to determine areas for
corrective action. Areas chosen for
corrective action are those with the
largest variance, measured in dollars,
between what students in the QA
sample originally received and what
they should have received, based on
current federal and university policies
and procedures.
The 1999-2000 sample consisted of 267
students, of which 259 completed all
of the requirements of the QA study,
providing a 97% completion rate.

Statistics
Based on review of the dollar
variances measured annually from
1990-91 through 1999-2000, the total
dollar variance amount (for all errors)
has dropped significantly. While
pleased with the continued decline of
variances in the areas targeted, SFA
believes in continuous quality
improvement. The QA staff will
continue to evaluate all aspects of
office organization and procedures,
looking for ways to reduce errors and
potential audit liabilities, simplify
processes, and improve customer
service.


Verification is a review process
established to confirm the
accuracy of information reported on
financial aid documents. Because the
University of Florida participates in
the Federal Quality Assurance
Program, it designs its own
verification criteria to best target error-
prone items among its unique
applicant population. This is done in
lieu of verifying students selected by
the federal processor.

During 1999-2000, as in the previous
year, items selected for verification
were:

* Parents' and students' adjusted
gross income

Amount of federal income tax paid

Nontaxable income reflected on tax
returns and W-2 forms

Household size and number of
persons in college
Our efforts to streamline the process of
selecting files for verification continued
through the design of very specific
criteria, each component of which
must be met in order for selection to
occur. These criteria are constructed
based on results from the prior year's
in-depth quality assurance study.
Applications/ data elements that
appear to be most error-prone in the
quality assurance study are selected for
special review in the following year.

In 1994-95, the Verification Department
and the QA Section consolidated staff
resources, and since then the
verification staff has continued to
perform QA document collection and
data analysis. The consolidation of staff
expedited QA document collection, and
at the same time, exposed the
verification staff to the QA
methodology and philosophy.

Statistics
For 1999-2000, 6,747 student files were
selected for verification. Of that total,
5,510 students completed the process,
yielding a completion rate of about
82%.


Student Financial Affairs Annual Report 1999-2000


Vf.rificato










"In 1999-2000, SFA's Information/Publication
Services office continued its goals of producing
quality financial aid publications for students
and of maintaining a website that provides
students and prospective students the
information they need. SFA's website
coordinator streamlined and improved our
site's organization and content, striving
toward the simplest design to provide the
maximum amount of information."
Susan Mickelberry
Coordinator, Information/Publication Services


support services










SeRvtes~Z~


SFA's Information/Publications
Services Section is responsible for
the office's consumer information
program, including comprehensive
financial aid publications, maintaining a
home page on the world wide web, a
news release program, and audio-visual
presentations. The Coordinator of
Publications & Information Services
who administers this section, composed
of a full-time Computer Support
Specialist and a paraprofessional staff
of three to six Federal Work-Study
students, coordinates with SFA's
director, associate directors, and
assistant directors to assure compliance
with federal consumer information
dissemination regulations.
Information/Publications is also
responsible for inhouse training
materials and reports.

Major elements of the information
program are: producing annual cost-
effective financial aid publications,
including the Gator Aid Handbook, the
annual Gator Aid Application Guide,
newsletters, brochures, slide
presentations, in-house training
materials, and the SFA Annual Report;
producing student application and
award materials that facilitate efficient
processing and meet federal
information dissemination regulations
while communicating the application
process and program requirements in
terms understandable by students; and
interfacing with the director and
associate directors to produce timely
news releases.

Information/Publications also
provides annual updates to SFA
information contained in university
catalogs and publications, maintaining
the NEXUS Tapes information series,
and contributing articles to the
Student AtI'r,. : Update. This year
Information/Publications expanded
participation in production of the
Update, by assuming responsibility for
the design and production of
individual issues for the Division of
Student Affairs.


We continued to produce our brochures
series, revising, updating, and
reprinting as necessary.

Information/Publications continued to
issue news releases on important
financial aid activities and information.
Widely publicized this year was: SFA's
expanded participation in UF's
Integrated Student Information System
(ISIS) by making students' financial aid
file information available through this
online web application; the state's
Florida Bright Futures Scholarship
Program; and the availability of online
access for students to complete first-
time borrowers entrance orientations.

In 1999-2000 Information/Publications
continued to enhance SFA's website.
SFA's website coordinator continued
to maintain the Division of Student
Affairs site up to date, adding many
back issues of the Student Att.i ,
Update, as well as keeping our own
information-heavy site updated, while
striving toward the simplest design to
provide the maximum amount of
information. The site provides
application and program information,
information on receiving aid, valuable
financial aid links and portals, a News
& Updates feature, and many
printable forms in PDF format. The
Scholarships section of the SFA
Resource Center also requires
continual maintenance. Online SFA
publications such as the SFA
Newsletter, Student Employer's
Handbook, and all SFA brochures are
also maintained. The numbers of visits
to our website continues to be
phenomenally high, keeping our
knowledgeable use of this media a
primary publication of our
information services section.

Information/Publications also
provides ongoing support to other
SFA departments, including designing
and producing newsletters,
reports/report covers, slide shows,
posters, flyers, etc. The annual Student
Employment Cn';. Employers' Handbook
and the Student Employment


Coordinator (a university-wide
newsletter to campus employers) were
produced to support Student
Employment Office activities.
Information/Publications continues to
provide support to SFA's Training &
Development section with the annual
Summer PREVIEW production, and
other presentations as required.

Publications
n SFA World Wide website

n 1999-2000Gator Aid Handbook

n 1999-2000 Gator Aid Application
Guide

n SFA News-a spring and fall edition
newsletter to students

n SFA TIPS/World Wide Web wallet
cards

n Brochures: First-Time Applicant's
Guide to Gator Aid, Looking for
Scholarships & Financial Aid, a
Student Opinion Survey, and
Welcome to the C'tri;. ,for Student
Financial At t.,, : 1st-Time Borrowers
Entrance Orientations, Florida Prepaid
College Program, SFA TIPS, We're on
the WEB, Direct Deposit, Student
Employment, Financial Aid for
Students with Disabilities,
International Student Aid, and
Studying Abroad & Financial Aid.

n Student Employer's Handbook

n Student Employment Coordinator

n 1998-99 Student Financial A rt.,,
Annual Report

n 1999-2000 Student Employee
Handbook


Student Financial Affairs Annual Report 1999-2000














The Outreach and Training Section
is responsible for coordinating and
delivering all outreach activities to
parents, students, and high school and
community groups, as well as
coordinating an ongoing training
program for Student Financial Affairs
(SFA) staff and student assistants.

Outreach
In January and February of 2000, SFA
sponsored its annual financial aid
workshops to distribute applications,
explain the financial aid process, and
answer questions. These workshops
targeted all students interested in
processing applications for financial aid:
five were held at local area high schools,
two at University of Florida (UF)
residence halls, and three at the J.
Wayne Reitz Union. Presentations were
also made for professional students in
the colleges of Medicine, Dentistry,
Veterinary Medicine, and Law by the
respective staff members of those areas.
Workshop dates were included in
application packets, an article was
published in the Independent Florida
Alligltor. posters were displayed in the
Student Financial Affairs lobby, and
advertising ran on the campus housing
channel (Channel 8).
Additional outreach presentations
were made to special-interest groups
and high schools bringing the financial
aid message to large numbers of
students, parents, and college
administrators. Presentations were
made to high school guidance
counselors, UF admissions officers,
and UF academic advisers (CLAS).
The following outreach sessions were
also requested and presented: Upward
Bound, Minority Graduate Student
Recruitment, Phi Theta Kappa
Recruitment Day, and a session at
Gainesville High School on student
loans, debt, and consumer issues.
SFA also continued its participation in
Preview, the summer freshman-
orientation program. Our presentation,
entitled "Money Matters," was


presented 19 times during Summer
2000. Money Matters was reformatted
into a formal Powerpoint presentation
that allowed Outreach and Training
staff to thoroughly brief students about
financial aid programs before they
entered UF. The show was seen by
more than 15,000 parents, students, and
guests. Each student received a copy of
the Gator Aid Handbook.
During this summer's Preview sessions,
the "red zone" (online, on-site manual
updating) was successfully tested as a
means to update student files. SFA
outreach staff collected and input data
about outside scholarships from
Additional Aid Forms from Day One
Preview participants. As a result, this
information was already showing
online during Day Two visits by
families to SFA. Information gathered
from the Additional Aid Forms provided
notice to SFA of more than one million
dollars in outside scholarships to
incoming freshmen. These scholarships
are included as part of students' aid
when awarding the complete package.
Outreach and Training also participated
in all regular student orientations
throughout the year to accommodate
lower- or upper-division transfer
students. As at PREVIEW, each student
received a copy of the Gator Aid Handbook.
The Outreach Coordinator represented
UF at various conferences and meetings
for the Florida Association of Student
Financial Aid Administrators this year.
Presentations included an overview of
the National Student Loan Data System,
a New Aid Officers Workshop, and a
retreat for support staff.

Training
Because of the large number of
financial aid programs administered
by SFA, the complexity of the financial
aid process, and the need for
compliance with federal and state
regulations, on-going staff training is
critical to maintaining a successful
operation.


* Weekly counselor training
sessions
The training staff coordinate 30-
minute training sessions on timely
subject matter that are held
immediately after the weekly
counseling staff meeting. These
sessions are presented by an SFA staff
member or representative from
another UF department or agency and
generally deal with technical training,
updates on specific areas of program
responsibility, and/or information that
will help our staff function efficiently
with other UF offices and
departments.

* New employee orientation
A need for standardized training for
all new employees was expressed. To
facilitate this, Outreach formalized a
comprehensive two-day orientation
and training program that gives new
employees a solid foundation in the
financial aid basics before being
assigned to their specific departments.

* Macintosh computer training
All professional staff members have
access to the SFA Macintosh network.
Specific individual training sessions
are held periodically to ensure
employees' familiarity with the
functions and capabilities of the
Macintosh network. In addition, staff
members may access a videotape
training library to seek direction on a
particular application problems.
Members of the systems staff provide
essential training.


Student Financial Affairs Annual Report 1999-2000


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"This year we upgraded all computers at our
front desk advising stations to Apple iMacs.
These new "all-in-one" computers allow
advisers to multitask... review documents via
KIDDS, check e-mail, and access NERDC
screens. Major benefits include ease of use for
the advisers, less down-time, better access to
information, and less waiting for students."
Tony Gordon
Systems Coordinator


technical systems &








DisbwA s & Fmd


Awarding is comprised of two
Financial Aid Coordinators who
process all award revisions. Requests
for revisions to students' awards
generally come from customer service
staff when students' enrollment,
residency, or housing statuses change;
when they receive additional outside
funds; and/or when they request
revisions to their financial aid awards
for which they are eligible. Awarding
also processes Additional Aid Forms,
which are distributed to students with
their initial award letters and which
students use to report additional
outside resources.
Awarding staff are also responsible for
adjusting students' awards in situations
where their need has been "overmet."
The receipt of outside resources
(scholarships, fellowships, etc.) by
students after their need has been met
produces a large volume of the work for
this area. Before the first disbursement
of aid in the fall, a program known as
"rolling revisions" automates any file
adjustments necessary because of
overmet student need. After the first fall
semester disbursement of aid, files are
manually reviewed and adjusted.
Awarding also monitors and documents
students' repayments of aid funds
when required. When students whose
need is overmet have repaid required
amounts, the staff update the SFA
award file to reflect corrected amounts.

Mid-year status changes (under-
graduate to graduate, out-of-state
student to Florida resident, etc.) also
require a manual review and
documentation of the file. In addition,
awarding completes the approved
Budget Revision Petitions that revise a
student's cost of attendance figures,
sometimes changing the student's
award maximum.
The Awarding Section coordinates
"withdrawal" information between
University Financial Services, the Office
of the University Registrar, and SFA's
Customer Service Department in
situations when a student withdraws
from school during a semester when
that student is receiving aid.
In 1999-2000, staffing, workload,
resources, and responsibilities increased
marginally in this department.


The Disbursements Department
monitors and controls the automated
disbursement systems and works with
University Financial Services (UFS) to
ensure that the batch disbursement
programs run correctly and efficiently.
The staff consists of a Financial Aid
Coordinator III, who develops the
program specifications for the numerous
automated systems; a Financial Aid
Coordinator II, responsible for
implementing regulatory requirements
mandated by the federal and state
governments and supervising an OPS
worker in daily quality control review of
reports; and a Program Assistant who
supervises a student worker assisting in
manually processing paper checks. The
staff monitor checks from private
lenders, state issuing agencies, and
donors, and code and file all checks.
Disbursements is in charge of final
review of student eligibility for loans,
scholarships, and campus-based aid
before disbursement of these funds.
Disbursements receives both paper
checks from various scholarship donors
and private lenders and electronic draw-
downs for federal funds. These monies
are for direct disbursement to students,
or for deposit with UFS for
disbursement to students. The staff also
returns to donors funds for which
students are ineligible.
Disbursements also manages monthly
and per academic year fund
reconciliation between the university
and the federal government for all
Federal Direct Loan funds. This process
involves transmitting and reconciling all
disbursement data, as well as award-file
adjustment, and transmission and
reconciliation of data for all loan funds
returned by students-either voluntarily
or due to obligatory repayment.

In Review
Most of the 1999-2000 academic year
was spent testing, monitoring and
enhancing the new programs to be
effective in 1999-2000, as mandated by
the Higher Education Amendment of
1998.


* Master Promissory Note (MPN) for
Stafford loans: The new MPN
process, which allows borrowers to
receive loans for multiple academic
years under one promissory note,
was a challenge throughout the year.
The beginning of the year was spent
recording and tracking the MPN. In
the summer we implemented the
multi-year feature of the MPN, to be
effective for the 2000-01 academic
year, which required moving MPN
information from one year to another
as well as retrieving information
from the National Student Loan Data
System (NSLDS) and the Direct Loan
Origination Center.
* Confirmation: In lieu of a yearly
promissory note, a notification
process was required to ensure
students were informed of loan
funds awarded to them before the
loan was disbursed. For the 1999-
2000 academic year, UF chose a
passive confirmation process for
Subsidized Stafford Loans (students
are notified of their loan award but
not required to formally accept the
funds prior to a disbursement) and
an active process for Unsubsidized
Loans (students are required to
return a Loan Acceptance Form to the
school before disbursement).
In addition to monitoring the 1999-
2000 confirmation process, staff
worked to develop an automated
confirmation process for 2000-01 that
requires students to actively confirm
both Subsidized and Unsubsidized
Stafford Loans on UF's Integrated
Student Information System (ISIS)
website prior to disbursement of
their loan(s). Through the ISIS site,
students will also be able to revise
their loan amounts, link to NSLDS to
review their loan debt, and access
the Department of Education's
Borrowers Rights and
Responsibilities.
* Federal Direct Loan Origination
Center (LOC): Our fourth year
working with the LOC in
Montgomery proved to be a
challenge for both the LOC and UF.
The new systems required close


Student Financial Affairs Annual Report 1999-2000















monitoring and random manual
intervention by both parties
throughout the year. The open line of
communication provided by LOC
was very much appreciated during
this transitional period.
* Reconciliation of Direct Loan data
with the federal government: The
new Direct Loan School Account
Statement (DLSAS) designed by the
Federal Direct Loan Task Force
proved to be an ineffective
reconciliation tool. Because the
DLSAS was a monthly reconciliation
report rather than a year-to-date
report, there were often discrepancies
in tracking in which month a loan
should be reconciled. UF gave
recommendations and feedback to
the Direct Loan administration and
revisions continue to be made. In the
future the DLSAS will be optional,
and the year-to-date 732-Report will
also be available for schools to use as
a reconciliation tool.
* National Student Loan Data System
(NSLDS): We participated in our
third year using this national system
to assess students' loan totals and
other Title IV aid totals. We continue
to refine our in-house system for
using NSLDS to comply with federal
requirements to be effective in
academic year 2000-01.
* Y2K: Preparation and testing
continued to allow the best defense
against problems transitioning into
the new millennium. Testing this year
occurred not only in-house, but also
in conjunction with other UF offices,
and with federal entities.
* Extra $ for health-related degrees: Per
federal regulation, additional
Unsubsidized Stafford funds were
made available in the 1999-2000
academic year to some health-related
degree programs including medicine,
veterinary medicine, and dentistry.
The new coding initiated during the
prior summer continued to be
monitored throughout the school year.
* Loan origination fee reduced: The
federal government's revision of the
origination fee amount for Stafford
loans (excluding PLUS) from 4% to


3% was effective for all 1999-2000
loans. Students nationwide have
benefited from this fee reduction.
* More on-line data for students: UF
web services continued to improve
throughout the year, with even more
online services available and new
download capabilities.

Statistics
In 1999-2000, Disbursements monitored
and authorized disbursement of
$30,132,258 in grant funds, $88,320,700
in scholarships (a monumental increase
of almost $23,000,000 over last year),
and $130,858,039 in student loan funds.
The total amount authorized through
this section was $249,310,997.

New Year Objectives
* Continue our goal to close out the
previous year's Federal Direct Loan
reconciliation significantly before the
federal deadline. Academic year 1999-
2000 saw us close on time with a zero
ending balance (out of $122 million
disbursed Direct Loan dollars).
* Continue monitoring use of NSLDS,
particularly in the areas of NSLDS
post-screening updates, MYTR (mid-
year transfer), and SUTR (summer
transfer) complexities.
* Continue system modifications to
accommodate the ever-changing
Master Promissory Note tracking
system. This will include applying
information pertaining to the MPN
from the Federal Student Aid Report
to our internal system.
* Prepare for loan confirmation via
the Web by students for both
Subsidized and Unsubsidized
Stafford Loans, by term, to be
implemented for academic year
2000-01. If they wish, students will
also be able to reduce their loan
amounts through the same website.
* Continue to monitor on-line
systems.
* Continue to brainstorm upgrades to
scholarship processing methods,
including newer technology such as
scanners in place of photocopying.
* New Post-Withdrawal


Disbursements (PWDs) and more:
continue to research and ensure
compliance for new Reauthorization
regulations signed into law October
7, 1998, including PWDs. PWD
procedures will include tracking
students' dates of withdrawal,
calculations of PWD eligibility,
tracking notifications to students and
their response time, etc.
* Prepare to convert from the current
data transmission network,
TIVWAN, to use only of the
Internet. Although the Federal
Department of Education had
targeted the conversion for March
1999, the changeover hasn't
occurred.


Student Financial Affairs Annual Report 1999-2000








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The Document Editing Section is
where the application processing
cycle begins. The staff, comprised of a
financial aid coordinator and a clerical
supervisor, are also responsible for the
mailroom.
The staff of this section receive, sort,
date-stamp and distribute all incoming
mail and date and edit incoming
application forms for problems. They
then forward all forms and documents
to the data entry section to be keyed
into the system. Document Editing also
coordinates incoming and outgoing
financial aid transcript activities,
requesting financial aid transcripts
from other institutions for all schools
listed on students' aid applications and
honoring similar requests from other
institutions. Most major mailouts are
also handled by this area, including
mailing of financial aid award letters,
student loan promissory notes, and
bulk financial aid application packet
mailings to Florida high schools and
community colleges at the beginning of
every application year.
This year a major physical
reconstruction and reconfiguration of
the application processing area
provided expanded workspace for the
staff. The mailroom has acquired a PFE
Automailer 2MKII folder/ stuffer to
handle large mailouts. More room was
also allocated for document editing.
Application Statistics
SFA receives Federal Student Aid Reports
(FSARs) electronically from the federal
processor. In 1998-99, SFA received a
total of 37,708 FSARs online.
This year, the introduction of bar-
coding of Master Promissory Notes,
NSLDS, verification, and other
processing documents greatly enhanced
and expedited the application tracking
process.


SFA's Records/Optical Scanning
Section maintains an accurate, up-
to-date system of records consisting of
more than 128,000 active and inactive
files. This section, including an office
manager, a clerical supervisor, a senior
clerk, and a staff of work-study
students, optically scans all records,
purges the file system once a year, and
merges current files with those of
previous years' applications.

MARS (Multi-user Archival
Retrieval System) System
Since 1992, SFA has used an optical
imaging record scanning system from
Micro Dynamics called MARS. In late
1999, to integrate our records system
with the system in use by the rest of
the university, SFA switched from
MARS to the Kofax Index Digital
Document System (KIDDS), a
component compatible with IBM's
Imaging Archival System, which is
used campus-wide.

Statistics
Documents generally are scanned
within two to four working days after
their receipt.
Following are statistics on documents
received and scanned by Records for
the 1999-2000 school year: Verification
Checklists, 38,357; student employment
(SP-100) forms, 18,253; electronic data
changes from the FAFSA, 8,616;
awards and award revisions, 33,602;
and Financial Aid Transcripts, 2,696. The
Financial Aid Transcript figures include
mid-year transfer students. The
majority of documents were received
between June and September. The total
number of documents received and
scanned during the year was 183,792.
Factors in the increased number of
documents processed this year
included a new required form, the
Federal 5 r. ; ..mi Loan Acceptance Form,
which accounted for a large increase of
just over 11,000 documents, and an
increase in the number of Transient
Forms from transient students, which
rose to 687.


systems and Programming (S & P)
develops and maintains the
computer software systems needed for
automated delivery of student financial
aid at the University of Florida (UF).
The Student Financial Affairs computer
system is a fully functioning, automated
system comprising numerous files
and/or modules, involving both batch
and online processing. Among the
staff's many responsibilities are
designing and maintaining the online
terminal display system and
coordinating electronic data exchange
with federal, state, and local agencies to
gather all information required to
process students' financial aid.
S & P's staff, consisting of ten, full-time
systems analysts and programmers, are
responsible for maintaining the records
of more than 30,000 financial aid
applicants.

Primary S & P Activities and
Responsibilities
Batch processing and maintenance:
S & P is responsible for the scheduled
batch production of 1,500 programs and
for maintenance of those modules as
needed.
Online processing and
maintenance:
S & P is responsible for scheduled
online processing of 29-plus screens and
integration and maintenance of those
modules as needed. The section is also
responsible for the online, real-time,
updatable interface with University
Financial Services (UFS) for student
award and disbursement data and read-
only access to all registrar files, student
loan collections, accounts receivable,
payroll files, etc.
Nightly interfaces:
S & P is responsible for nightly
production interfaces with UF's
Registrar's Office, UFS, and student
payroll files to: pick up changes in
enrollment status, in academic and
financial flags, and in payroll earnings;
receive payment status information;
and exchange student fee deferment


Student Financial Affairs Annual Report 1999-2000














and award information. Nightly
production also involves interfaces
within SFA files to trigger or halt the
next step of financial aid processing.

Electronic telecommunication:
* Federal Department of Education.
S & P is responsible for scheduling
and monitoring the daily, two-way,
electronic transmission of student
records to and from the federal
processor (currently Electronic Data
Systems). The records are then loaded
into the SFA database for continued
processing as needed.
* Macintosh Network. S & P is
responsible for daily and ongoing
maintenance of the network,
determining hardware and software
purchase requirements, and training
users in hardware and software use.

Programming updates and
development:
Since students must apply for financial
aid annually, a minimum of two years
of data must be maintained and
processed simultaneously. Furthermore,
because of changes in federal, state, and
institutional laws and policies, virtually
all programs must be modified at least
once annually to reflect these required
changes. Some of the more volatile
programs, such as the Federal Direct
Stafford Loan Program and the
verification modules, must be modified
more frequently. Program modification
and development of new programs and
modules are completed as needed.

Federal and state reporting:
S & P is responsible for the scheduled
production and maintenance of federal
reports as needed. Annual and
quarterly reports such as the federal
Fiscal Operations/Application for
Funds report, the Pell Grant Quarterly
Institutional Payment Summary
Reports, and Board of Regents data file
reports are part of scheduled
production. Other reports are generated
by request.

Statistical reporting:
S & P is responsible for production and
maintenance of statistical reports on an
"as-needed" basis. Annual and quarterly


reports are part of scheduled
production. Other statistical reports are
generated by request.



The Data Entry staff has been reduced
to one and a half full-time employees
due to the introduction of our new bar-
coding system that has reduced the
amount of required data entry. The Data
Entry area has also been relocated to a
more central area. The primary
activities of the Data Entry Section are
data entry of all documents received
from students or generated inhouse
during the process of applying for
financial aid. There are two general
categories of documents-"batch" and
"online." "Batch" documents are keyed
and stored throughout the day and the
data applied to the SFA production files
during the evening computer
production run. "Online" documents are
keyed throughout the day, and the data
is applied to the SFA production files as
the data is keyed.

Relationships with Outside
Departments/Agencies
SFA's S & P Section is involved in many
ongoing and necessary relationships
both within and outside the university.
Among the departments and agencies
that this unit serves and from which it
receives services are:
University Information Services (UIS):
SFA's online award file is updatable and
directly linked to the UFS net check
system (administered by UIS).
Payments are read into SFA's files daily.
Nightly interfaces with UFS's files are
an integral part of financial aid
processing, so production schedules
must be carefully coordinated between
these two units. UIS and SFA also share
use of hardware as needed (primarily
high speed printers).
Registrar: SFA's online computer
screens are a subsystem of the Office of
the University Registrar's GATA
system. As such, S & P staff maintain
ongoing communication with the
registrar's staff to keep abreast of all


changes to the GATA operating
systems, feedback problems and
suggestions, and to ensure system
security. Further, interfaces with the
registrar's files nightly are an integral
part of financial aid processing, so
production schedules must be carefully
coordinated between these two units.
Northeast Regional Data Center
(NERDC): S & P works closely with
NERDC staff for maintenance and
updates to SFA's online line modules, to
programming language changes and
updates, and to systems security.
Additionally, NERDC houses the
storage of all SFA data files.
Federal Department of Education: S &
P staff work closely with federal
Department of Education contractors to
ensure proper transmission and receipt
of electronic student aid records. This
includes scheduling and monitoring
transmissions, annual testing, and
installation of program updates.
Florida Information Resource Network
(FIRN): Receipt and transmission of
electronic, online loan application
processing between UF and the state
contractor takes place over the FIRN
network. Periodic communication with
FIRN staff is required to keep abreast of
changes and to resolve transmission
problems.
Knott Data Center: State processing for
automated financial aid grant and
scholarship systems is handled through
the Knott Data Center in Tallahassee.
Periodic communication is required to
schedule and monitor electronic record
transmissions and resolve transmission
and programming problems.
Board of Regents (BOR): S & P staff
work closely with BOR systems staff to
provide statistical reports as needed
and to transmit the annual financial aid
database file.
Vice Presidents: S & P staff interact
with the vice presidents' offices,
particularly the Office of the Vice
President of Student Affairs, to provide
statistical information or data


Student Financial Affairs Annual Report 1998-99











processing support as needed.
Additionally, S & P staff are informally
called upon to assist the Vice President
of Student Affairs' and Student Services'
offices with Macintosh network
installation, training, problems, and
special projects.
Faculty and Staff: S &P staff interact
with UF faculty and staff to provide
statistical information as necessary, assist
in resolving problems, provide or limit
access to and interpret SFA records, and
act as an informal resource for
Macintosh PC questions or problems.

Continuing Goals
* Continue to work toward a
"paperless" office by: (1) increasing
electronic data transmission of
student information and electronic
completion and transmission of
federal, state, and institutional
reports, (2) investigating the
feasibility of an electronic student
application process, and (3) adding
new ways of capturing data.
* Increase and improve students'
access to their financial aid records
via such techniques as the World
Wide Web, access via modem, and
an IBM Voice Response Unit.
* Develop online training modules on
the Macintosh PC network for in-
service and pre-service training for
staff and student assistants.
* Adapt and enhance existing
systems to remain in compliance
with federal and state regulations as
program statutes change.
* Plan for upgrades to technology in
our Student Resource Center, which
provides students on-site access to
computer resources. We plan to
upgrade with five state-of-the-art
Apple G4 computers and a high-
capacity printer.
* Investigate the purchase and
programming of card swipe readers
to be used at our front desk advising
counter. With the readers, students
will simply swipe their GatorOne
cards through the readers, and their
information will appear on the
adviser's screen. This technology
will improve staff efficiency and
enhance student confidentiality.


* Develop a web-based, office-supply
ordering system for SFA staff use.

Systems Activities for
1999-2000
S & P experienced another challenging
year, readying all computer programs
for the year 2000, continuing with
ongoing projects and system
maintenance while absorbing many new
projects and changes. Areas of change,
primarily in personnel, hardware, and
the financial aid delivery system fall into
five categories: personnel, ongoing
projects, system maintenance, new
acquisitions, and new projects.
Personnel: S & P is now at full strength.

Ongoing projects: S & P continues to
have a long list of ongoing projects
geared toward creating a more unified
and efficient work environment. S & P
continues to refine Student Affairs' and
SFA's presence on the World Wide Web.
S & P also continues to be responsible
for programming and maintenance of
statistics on the Rolm phone switch in
the Criser Student Services Center.
System maintenance: Financial aid
software is in a continual state of flux
due to changes in federal regulations
and the need to stay in compliance with
federal, state, and university regulations
and guidelines. This requires continual
modification to aid award and
disbursement programs.
New acquisitions: S & P continues to
upgrade our desktop computers to the
Power PC standard as funds permit.
This year we have continued to replace
older equipment.
New projects: The year has been filled
with new challenges and responsibilities.
* S & P completed the year 2000
software conversion and testing.
Year 2000 Tracking and Award
systems were brought online.
S & P staff wrote the web-based Loan
Acceptance System.

We continue to enhance our web
presence within Eagle and ISIS,
adding student access to financial aid
information. The new access allows


students to keep track of their aid file
by providing information such as
their aid awards, the status of their
aid file, documents they still need,
their deferment status, and their
disbursement status.
* KIDDS, an administrative
application on UF's Integrated
Student Information System (ISIS)
web server, was implemented in late
1999. KIDDS allows our Records
area to scan student documents on a
high-speed, high-resolution scanner
and store them on a file server at the
NERDC. To meet requirements of
SFA and the Registrar's Office, UF's
Chief Information Officer's office
developed a web interface for
KIDDS that enables UF staff to
access these documents (with their
NERDC ID and password) on a
standard Web browser.
* We upgraded all computers at our
front desk advising stations to Apple
iMacs. These new "all-in-one"
computers allow advisers to
multitask... review documents via
KIDDS, check e-mail, and access
NERDC screens. Major benefits are
ease of use for the advisers, stable
operation, less down-time, better
access to information, and less
waiting for students.
* We purchased and installed a
barcode scanner in the Document
Editing area, realizing huge benefits
in efficiency for staff and improving
student service. The scanner
functions as a document tracking
mechanism, informing our online
systems as soon as many crucial
student documents are received,
including loan Promissory Notes,
verification forms, Additional Aid
Forms, and NSLDS documents. A lag
previously occurred from the time
these documents were received until
they were keyed in Data Entry. Now,
when students are mailed a
document request, the barcode is
already attached. When returned,
Mailroom staff scan the barcode,
immediately entering the document
into the system.


Student Financial Affairs Annual Report 1998-99










"Attendance at various University of Florida
and Division of Student Affairs social and
professional functions affords our staff
numerous opportunities to share
departmental news and advances, as well as
to interact socially."
Anne Newman
Crit;i, Manager


staff & professional








SFA Staff


Administration


Karen Fooks
Rick Wilder
Elaine Stuckman
Tony Gordon
Gordon Andrews
Donna Fowler
Ron Anderson

Peggy Myers
Rodlee Ritter
Rita Rygler
Terri Wilder
Betty Holt
Anne Newman
Valerie Southwell
Vacant


Director
Associate Director
Associate Director
Computer Applications Coordinator
Assistant Director, Scholarships and State Programs
Student,4 ti;,,. Coordinator-Loans and Disbursements
Student Alt-i.; Coordinator-Document Editing, Information/Publication Services,
Outreach, Records/Optical Scanning, Training & Development
Student A ii, Coordinator-Pell Grant, Manual Awarding, .',,.i;tl Control, Verification
Student A -.i Coordinator, Customer Service
Assistant Director, Loan Certification
Senior Accountant
Senior Fiscal Assistant
OCrt; ,' Manager
Word Processing Supervisor
Word Processing Operator


Customer Service
Ashanta Simmons Senior Clerk
Marina Cloud Financial Aid Coordinator
Debbie Coleman Financial Aid Coordinator
Joyce Days Senior Clerk
Chansone Durden Financial Aid Coordinator
Jack Graham Financial Aid Coordinator
Chandra Hardy Financial Aid Coordinator
Cindy Jensen Financial Aid Coordinator
Chiney Jones Clerical Supervisor
Cecile Kamath Financial Aid Coordinator
Connie Reed Financial Aid Coordinator
Laura McNamara Financial Aid Coordinator
Fred Pearce Financial Aid Coordinator
Tonja Cave Clerk


Special Programs
Nolan Simmons Financial Aid Coordinator, Athletes
Bill Watson Financial Aid Coordinator, MBA


Financial Aid Programs
Scholarships and State Programs
Brenda Langley Financial Aid Coordinator
Ruben Lopez Program Assistant


Student Loans
Amber Harvey
Dimitra Canellis
Denise Flinchum


Financial Aid Coordinator
Financial Aid Coordinator
Program Assistant


Student Employment
Ruth Strawder Financial Aid Coordinator
Pat Bush Senior Clerk
Birdella Williams Senior Clerk


Student Financial Affairs Annual Report 1999-2000












Satellite Offices


Mike Menefee

Eileen Parris
Tom Kolb
Trish Varnes


Student Financial A -\i., Coordinator, Health Professions,
Nursing, Pharmacy, & Veterinary Medicine
Student Financial A4t-,. Coordinator, Medical Center
Student Financial A4 t,. Coordinator, Dental School
Student Financial .A t., Coordinator, Law School


Technical Processing and Support


Data Processing
Lisa Nelson

Disbursements
Sharon Stebbins
Vacant

Document Editing
Micheal Wood
Eloise Trucano

Manual Awarding
Richard Brauning
Donna Kolb


Program Assistant


Financial Aid Coordinator
Program Assistant


Financial Aid Coordinator
Clerical Supervisor


Financial Aid Coordinator
Financial Aid Coordinator


Iij. .1"..i ..'. I ',, -/ ,./' Services
Susan Mickelberry Coordinator, Information/Publications Services
Michael Daube Computer Support Specialist


. i. 1,:i Assurance
Susan Bragg

Pell Grant
Dawn Western


Financial Aid Coordinator


Financial Aid Coordinator


Records/Optical Scanning
Berta Atkinson C'lOti;, Manager
Rubenia Ellis Clerical Supervisor
Laurie Sandlin Senior Clerk


Systems and Programming
Sharon Brown Computer Programmer Analyst
Darius Cauthen Computer Programmer
Mike Dugger Senior Computer Programmer Analyst
John Gifford Computer Support Analyst
Norma Kuhr Computer Programmer Analyst Manager
Cathy Murray Senior Computer Programmer Analyst
Richard Omer Senior Computer Programmer Analyst
Raleigh Pickard Senior Computer Programmer Analyst
Susan Smith Senior Computer Programmer Analyst


Susan Bragg
Larry Moore
Nicole Young
Vince Lipford


Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Clerk Typist


Student Financial Affairs Annual Report 1999-2000







Pwre'ssional A divites


Karen Fooks Director
memberships: National Association of Student Financial Aid Administrators (NASFAA); Southern Association of Student
Financial Aid Administrators (SASFAA); Coalition of State University Aid Administrators (COSUAA): Steering Committee
UF committees: Financial Aid Committee, Undergraduate Advising Council

Rick Wilder Associate Director
memberships: NASFAA; SASFAA; FASFAA: Past President, Executive Board, Conference Committee, Membership Ser-
vices, Finance Committee
UF committees: Minority Recruitment and Retention Council, Reitz Scholars Mentor

Elaine Stuckman Associate Director
memberships: NASFAA, SASFAA, FASFAA: Executive Board, Membership Services

Tony Gordon Coordinator of Computer Applications
memberships: NASFAA, SASFAA, FASFAA: Executive Board, WEB Site/Electronic Communications Chair

Mike Menefee Student Financial Affairs Coordinator
Health Professions, Nursing, Pharmacy, & Veterinary Medicine
memberships: NASFAA, SASFAA, FASFAA

Gordon Andrews Assistant Director
Scholarships, State Programs, Student Employment, VA Work-Study, SFA Resource Center
memberships: NASFAA, SASFAA, FASFAA
UF committees: University Payroll/Personnel Council, Reitz Scholars Mentor

Donna Fowler Student Affairs Coordinator
Loan Certifications and Disbursements
memberships: NASFAA, SASFAA, FASFAA: Federal Direct Loan Committee

Tom Kolb Student Financial Affairs Coordinator
College of Dentistry
memberships: NASFAA, SASFAA, FASFAA
UF committees: (...'. of Dentistry Financial Aid Committee, ( .'.'. of Dentistry Admissions Committee

Ron Anderson Student Affairs Coordinator
Document Editing, Information/ Publications Services, Outreach,
Records/ Optical Scanning, and Training & Development
memberships: NASFAA, FASFAA, SASFAA

Susan Mickelberry Coordinator, Information/Publication Services
memberships: University of Florida Communications Network (UFCN), SASFAA, FASFAA
UF committees: Student A.,. Update Committee



Student Financial Affairs Annual Report 1999-2000










Peggy Myers Student Affairs Coordinator
Pell Grant, Awarding, Verification, Quality Assurance, and Athletes
memberships: NASFAA, SASFAA, FASFAA: Bonnie Pirkle Scholarship Committee

Eileen Parris Student Financial Affairs Coordinator
Medical Center
memberships: NASFAA, SASFAA, FASFAA, Association of American Medical Schools Committee on Student
Financial Affairs (COSFA)
UF committees: College of Medicine Financial Aid Committee, College of Medicine ADA Committee

Rodlee Ritter Student Affairs Coordinator
Customer Service
memberships: NASFAA, SASFAA, FASFAA: Early Awareness Committee

Rita Rygler Assistant Director
Loan Certifications
memberships: NASFAA, SASFAA, FASFAA, Florida A & M University Alumni Association Pi Lambda Theta

Nolan Simmons Financial Aid Coordinator
Athletes
memberships: FASFAA, N4A

Trish Varnes Student Financial Affairs Coordinator
Law School
memberships: NASFAA, SASFAA, FASFAA, Key Bank Graduate and Professional Aid Advisors Conference
UF committees: College of Law Financial Aid Committee, Student Affairs Volunteer Committee (SAVE)

Bill Watson Student Financial Affairs Coordinator
MBA
memberships: SASFAA, FASFAA


















Student Financial Affairs Annual Report 1998-99





















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