• TABLE OF CONTENTS
HIDE
 Front Cover
 Title Page
 Table of Contents
 From the director
 An overview
 Philosophy and mission stateme...
 '00-'01 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 2000-2001
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Permanent Link: http://ufdc.ufl.edu/UF00087105/00003
 Material Information
Title: Annual report 2000-2001
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: 2000-2001
 Record Information
Bibliographic ID: UF00087105
Volume ID: VID00003
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
    '00-'01 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
        Page 11
    Financial aid programs
        Page 12
        Page 13
        Page 14
        Page 15
        Page 16
        Page 17
        Page 18
    Special programs
        Page 19
        Page 20
    Support services
        Page 21
        Page 22
        Page 23
    Technical systems & processing
        Page 24
        Page 25
        Page 26
        Page 27
        Page 28
        Page 29
    Staff & professional activities
        Page 30
        Page 31
        Page 32
        Page 33
        Page 34
    Back Cover
        Page 35
Full Text



ANNUAL REPORT


2000-01


I I I .- E.


*~-'I IIA


Office for Student Financial Affairs
S-103 Criser Hall, P. O. Box 114025
Gainesville, FL 32611-4025


UNIVERSITY OF
. FLORIDA


Cruiser Fall
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annual report

office for student
financial affairs




july 1, 2000-june 30, 2001


Karen Fooks
Director

Rick Wilder
Associate Director

Elaine Stuckman
Associate Director

Susan Mickelberry
Editor

Jordana Kava: Cover Design
Piper Stannard: Proofreading

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 irector........................................................... ............................ 1
A n O overview ...................................................... ......................................... 1
Philosophy and Mission Statement............................................2
2000-01 Summary and Highlights........................ ....................2
Fiscal R review ...................................................... ......................................... 3
A dm inistration................................................................ ............................ 5
Financial A dvising .................................................. ................................ 7
Customer Service........................... ...... ............................... 8
Satellite Offices........................... ....... ................................ 10
Special Program s.......................... ....... ............................... 11
Financial Aid Programs.......................... ...... .............................. 12
G rants .............................................................................. ............... 13
Scholarships...................... ......................................... 14
State Program s.......................... ...... ...... ....................15
Student Em ploym ent ............................................... .................... 16
Loan Certifications.................... ..................................... 17
Special Program s............................................ ....................................... 19
Quality Assurance......................... ....... ............................. 20
Verification...................................... ............................................... 20
Su p p ort Services........................................................... ................................21
Information/Publication Services............................................22
Outreach and Training.......................... .... ........................... 23
Technical Systems & Processing.......................... ....................24
Aw arding........................................... ................ .................... 25
Disbursements and Fund Reconciliation.........................................25
D ata Entry .................................................................. ....................27
Document Editing........................... ...... .............................. 27
Records & Optical Scanning............................. .................... 27
Systems and Programming...............................................27
Staff & Professional Activities..............................................30
S FA Staff ..................................................................... ...........................3 1
Professional Activities.............................. ... .................33





iii







SFA continued its ongoing goal of quality
service for University of Floridastudents.
As always, this involved going the extra mile
needed to accommodate changing federal
and state requirements as well as our own
goal of providing enhanced financial aid
services.
Karen Fooks
Director


-k~~'


office for student financial affairs


CI~~1~F't
)








from the director

I am pleased to present the 2000-01
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 2000 and continuing
through July 2001, as well as information
on the general state of the office.
SFAcontinued its ongoing goal of
quality service for UF students. As
always, this involved going the extra
mile needed to accommodate changing
federal and state requirements as well as
our own goal of providing enhanced
financial aid services. Many of our
departments' resources this year were
directed toward revising systems and
procedures to implement a new Federal
Direct Loan Confirmation site available
through UF's ISISsystem and a new
disbursement tracking system for the
state's Florida Bright Futures Program.
The installation by our systems area of
card-swipe readers at our customer
service stations and a new Mac G-4
server were valuable new additions that
resulted in increased level and quality of
service for students.

The Florida Bright Futures Scholars
program has continued its phenomenal
growth, and the awarding of summer
Florida Bright Futures Scholarships by
the state for the first time this year
resulted in the attendant increase in
funds disbursed, requiring additional
staff resources to process the awards and
disbursements.
This year, 2000-01 saw the fulfillment of
two long-term SFAgoals with the
addition of several staff positions. Our
Training and Development area hired a
full-time outreach adviser to work in
conjunction with UF's Admissions Office
to actively recruit students from diverse
backgrounds to attend UF, and our
Systems area added a Computer Support
Specialist position to be responsible for
staff training, as well as computer and
network troubleshooting, and equipment
and software maintenance.
SFA staff are committed to providing
financial assistance to all students who
wish to achieve their educational goals at
the University of Florida (UF). On behalf
of SFA staff, we welcome any questions
or comments regarding this report.


an overview


ach year, SFA continues to enhance
the quality of its financial aid
services and delivery capacity. 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 $276 million in
student aid from federal, state,
institutional, and private sources to
close to 40,000 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 of a


student's educationally related expenses,
SFAmakes every effort to 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 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 2000-01








from the director

I am pleased to present the 2000-01
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 2000 and continuing
through July 2001, as well as information
on the general state of the office.
SFAcontinued its ongoing goal of
quality service for UF students. As
always, this involved going the extra
mile needed to accommodate changing
federal and state requirements as well as
our own goal of providing enhanced
financial aid services. Many of our
departments' resources this year were
directed toward revising systems and
procedures to implement a new Federal
Direct Loan Confirmation site available
through UF's ISISsystem and a new
disbursement tracking system for the
state's Florida Bright Futures Program.
The installation by our systems area of
card-swipe readers at our customer
service stations and a new Mac G-4
server were valuable new additions that
resulted in increased level and quality of
service for students.

The Florida Bright Futures Scholars
program has continued its phenomenal
growth, and the awarding of summer
Florida Bright Futures Scholarships by
the state for the first time this year
resulted in the attendant increase in
funds disbursed, requiring additional
staff resources to process the awards and
disbursements.
This year, 2000-01 saw the fulfillment of
two long-term SFAgoals with the
addition of several staff positions. Our
Training and Development area hired a
full-time outreach adviser to work in
conjunction with UF's Admissions Office
to actively recruit students from diverse
backgrounds to attend UF, and our
Systems area added a Computer Support
Specialist position to be responsible for
staff training, as well as computer and
network troubleshooting, and equipment
and software maintenance.
SFA staff are committed to providing
financial assistance to all students who
wish to achieve their educational goals at
the University of Florida (UF). On behalf
of SFA staff, we welcome any questions
or comments regarding this report.


an overview


ach year, SFA continues to enhance
the quality of its financial aid
services and delivery capacity. 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 $276 million in
student aid from federal, state,
institutional, and private sources to
close to 40,000 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 of a


student's educationally related expenses,
SFAmakes every effort to 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 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 2000-01









philosophy and

mission statement


SFAis a service organization with a
primary responsibility to help
students secure the funds necessary to
pursue their educational goals at UF.
SFAis 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 SFAassume 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.

* SFAbelieves 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.

* SFArecognizes 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.

* SFAhas 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. SFAmanagers will
make every effort to develop managerial
plans that promote leadership that will
benefit and be appreciated by all staff.

The awarding philosophy of SFAis 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
student's family, job income, savings,
and other resources.


"00-"01 summary

and highlights


n 2000-01,SFAcontinued to enhance
our Web presence within EAGLE and
ISIS, greatly increasing access for student
financial aid recipients to financial aid
information and functions.Several SFA
departments contributed to the first year
on the Web of our new online Federal
Direct Loan Confirmation site available
through ISIS. Over the course of the year,
wrinkles in the program were smoothed
after observing student use of the new
service. We also experienced the fruits of
the first year implementing the Federal
Direct Stafford Loan Master Promissory
Note (MPN). Due to the successful
implementation of this efficient new
form, UF paid out significantly more
Stafford loans in the first several
automated payment runs of the
academic year and continued to
experience this benefit throughout the
year. The awarding of summer Florida
Bright Futures Scholarships for the first
time added to another huge increase in
funds disbursed this year. Our Systems
area installed card-swipe readers to our
customer service stations. These and
many similar projects resulted in an
active year for SFA staff and significant
progress toward our goal of providing
UF students with the best financial aid
technology and services available.
* This was our first year implementing
the Federal Direct Stafford Loan
Master Promissory Note (MPN), and
our opportunity to see the true payoff.
In 2000-01, promissory notes became
multi year. Students who had
completed an MPN the previous year
at UF and received a loan payment
were set to receive their 2000-01 loans
as soon as they confirmed they desired
the funds.
SFAcontinues to maintain and
enhance our web presence within
Eagle and ISIS. The Loan
Confirmation Web site added as a new
feature of ISIS was a time-consuming
project for SFA staff, but highly
successful. The site was designed to
enable students to accept or cancel
their loan, reduce the amount, and/or
link to the National Student Loan Data
System to review their total loan debt.
As a result, modifications to students'
files have been made more quickly,
and loan disbursement through Batch


Net Check has become possible the
same night. The new site was highly
publicized through various media.
* The Florida Bright Futures Scholars
(FBFS) program continued to grow
dramatically. The awarding of summer
scholarships for the first time in
summer 2001 added to another huge
increase in funds disbursed. In 2000-01,
UF students received $40,072,779 in
FBFS-up $10.5 million from last year.
* An increase in student overseas
program attendance was another
result of the State's decision last year
to fund summer Florida Bright
Futures, as well as a corresponding
increase in financial aid recipients. The
number of overseas students receiving
financial aid increased by nearly 27%
over the previous year-760 UF
students participating in overseas
study received financial aid.
* SFAparticipated in Ask UF, a new UF
web information service launched in
December 2000. Our
Information/Publication Services
section assumed responsibility for our
participation, in conjunction with our
Customer Service area. SFA provided
about fifty Questions and Answers
(QA) in this first year, with three QA in
the top ten. "When should apply for
financial aid to attend UF?" was the
number two question accessed by
students.
* Four non-traditional MBA programs
were created this year, bringing the
total to twelve. Three hundred sixty
two students enrolled in these
programs, up 24% over last year. SFA
processed private loan applications for
48 of these students, and 131 Federal
Direct Stafford Loans. Loans totaled
more than $1.9 million.
* Our Systems and Programming area
completed installation of card-swipe
readers at all of the front desk
advising stations in our lobby. The
new readers greatly enhance
confidentiality of student records and
minimize potential ID difficulties for
staff and students.
* Systems and Programming installed a
new Macintosh G-4 Web Server to
improve capacity to our computer
system.


Student Financial Affairs Annual Report 2000-01









philosophy and

mission statement


SFAis a service organization with a
primary responsibility to help
students secure the funds necessary to
pursue their educational goals at UF.
SFAis 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 SFAassume 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.

* SFAbelieves 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.

* SFArecognizes 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.

* SFAhas 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. SFAmanagers will
make every effort to develop managerial
plans that promote leadership that will
benefit and be appreciated by all staff.

The awarding philosophy of SFAis 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
student's family, job income, savings,
and other resources.


"00-"01 summary

and highlights


n 2000-01,SFAcontinued to enhance
our Web presence within EAGLE and
ISIS, greatly increasing access for student
financial aid recipients to financial aid
information and functions.Several SFA
departments contributed to the first year
on the Web of our new online Federal
Direct Loan Confirmation site available
through ISIS. Over the course of the year,
wrinkles in the program were smoothed
after observing student use of the new
service. We also experienced the fruits of
the first year implementing the Federal
Direct Stafford Loan Master Promissory
Note (MPN). Due to the successful
implementation of this efficient new
form, UF paid out significantly more
Stafford loans in the first several
automated payment runs of the
academic year and continued to
experience this benefit throughout the
year. The awarding of summer Florida
Bright Futures Scholarships for the first
time added to another huge increase in
funds disbursed this year. Our Systems
area installed card-swipe readers to our
customer service stations. These and
many similar projects resulted in an
active year for SFA staff and significant
progress toward our goal of providing
UF students with the best financial aid
technology and services available.
* This was our first year implementing
the Federal Direct Stafford Loan
Master Promissory Note (MPN), and
our opportunity to see the true payoff.
In 2000-01, promissory notes became
multi year. Students who had
completed an MPN the previous year
at UF and received a loan payment
were set to receive their 2000-01 loans
as soon as they confirmed they desired
the funds.
SFAcontinues to maintain and
enhance our web presence within
Eagle and ISIS. The Loan
Confirmation Web site added as a new
feature of ISIS was a time-consuming
project for SFA staff, but highly
successful. The site was designed to
enable students to accept or cancel
their loan, reduce the amount, and/or
link to the National Student Loan Data
System to review their total loan debt.
As a result, modifications to students'
files have been made more quickly,
and loan disbursement through Batch


Net Check has become possible the
same night. The new site was highly
publicized through various media.
* The Florida Bright Futures Scholars
(FBFS) program continued to grow
dramatically. The awarding of summer
scholarships for the first time in
summer 2001 added to another huge
increase in funds disbursed. In 2000-01,
UF students received $40,072,779 in
FBFS-up $10.5 million from last year.
* An increase in student overseas
program attendance was another
result of the State's decision last year
to fund summer Florida Bright
Futures, as well as a corresponding
increase in financial aid recipients. The
number of overseas students receiving
financial aid increased by nearly 27%
over the previous year-760 UF
students participating in overseas
study received financial aid.
* SFAparticipated in Ask UF, a new UF
web information service launched in
December 2000. Our
Information/Publication Services
section assumed responsibility for our
participation, in conjunction with our
Customer Service area. SFA provided
about fifty Questions and Answers
(QA) in this first year, with three QA in
the top ten. "When should apply for
financial aid to attend UF?" was the
number two question accessed by
students.
* Four non-traditional MBA programs
were created this year, bringing the
total to twelve. Three hundred sixty
two students enrolled in these
programs, up 24% over last year. SFA
processed private loan applications for
48 of these students, and 131 Federal
Direct Stafford Loans. Loans totaled
more than $1.9 million.
* Our Systems and Programming area
completed installation of card-swipe
readers at all of the front desk
advising stations in our lobby. The
new readers greatly enhance
confidentiality of student records and
minimize potential ID difficulties for
staff and students.
* Systems and Programming installed a
new Macintosh G-4 Web Server to
improve capacity to our computer
system.


Student Financial Affairs Annual Report 2000-01











fiscal review


* Systems filled an ongoing
departmental need by hiring a new
Computer Support Specialist
position to be responsible for staff
training, computer and network
troubleshooting, and equipment and
software maintenance.
* In spring 2002, SFAconsolidated and
expanded our Training and
Development and Information/
Publications sections under one
Associate Director with the goal of
improving information flow and
increasing the quality control of SFA's
information and outreach efforts. This
reorganization included hiring a full
time outreach adviser to work in
conjunction with UF's Admissions
Office to actively recruit students from
diverse backgrounds to attend UF. The
goal of the new staff member is to
reach out to incoming freshmen and
transfer students through
presentations, lectures, conferences,
workshops, and other functions.
* SFAcontinued 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 Supplemental
Educational Opportunity Grant, 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.


SFAfunctioned with a $3,246,292
operating budget in 2000-01.
Funding for the operating budget is
provided from State Education and
General (E & G) funds, an administrative
allowance for the administration of
federal financial aid programs, and
student financial aid fees. State E & G
funds allocations provided
approximately 71% of the total budget,
with the administrative allowance and
financial aid fee making up the
remaining 29%.

Staffing for 2000-01 was at 67.75 FTE as
of July 2001, remaining unchanged
from July 2000.


In 2000-01, the increase in Salaries is due
to annual raises. Operating Expenses
and Other Capital Outlay (OCO)
expenditures decreased as 1999-00
expenditures were largely due to a one
time allocation of "Florida Academic
Counseling and Tracking for Students
(F.A.C.TS.)" money given to UF for
enhanced financial aid services and
information to students. In 2000-01, SFA
stepped up office informational
publications, which in turn stepped up
postage costs. Dollars spent on Other
Personnel Services (OPS) are variable
year to year depending on departmental
needs and funds available.

The components of the office operating
budget are as follows:


components of the office operating budget

BUDGET CATEGORY 2000-01 1999-2000 1998-99

Salary $2,500,005 $2,310,455 $2,306,149

Operating Expense 347,856 385,304 250,510

Other Personnel Services 135,298 82,133 108,577

Other Capital Outlay 74,799 127,287 91,377

Federal Work-Study Salaries 188,334 188,760 190,548


* SFA's consumer information
initiatives continued to emphasize
electronic financial aid application, the
new Master Promissory Note, and the
online Loan Confirmation site on ISIS,
providing information to the media
and SFAWeb site links to pertinent
federal web locations. Our
Information/Publications section also
began offering the SFA Newsletter three
times a year instead of two and
created a Withdrawal Information
brochure to provide concise
information to assist students
withdrawing from UF.

Student Financial Affairs Annual Report 2000-01







S;FA administration

Sect 0 ons financial aid advising
-customer service
-satellite offices
-special programs

financial aid programs
fta -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
-data processing
-document editing
-records/optical scanning
-systems & programming










"'Helping students be successful' is one
of our primary goals at SFA. New
initiatives in areas of distance education,
study abroad, and alternative
educational delivery systems will
continue to challenge the University of
Florida's ability to fund the educational
expenses of our students. Our ability to
provide financial assistance to meet the
needs of these students will be a major
priority for 2001-2002."

Rick Wilder
Associate Director


administration








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
SFA, including the director and
associate directors, are responsible for
ensuring such distribution, while also
guaranteeing equal access to all
prospective students to 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.


Secretarial Support
There are three staff members in the
administrative area: a receptionist who
handles incoming traffic, telephone
calls, and sending out facsimiles; a
word processor who maintains quality
control of all outgoing and in-house
forms and administers a central forms
catalog system for each section within
SFA; and a senior secretary who assists
the office manager directly with payroll
and personal matters. All three,
supervised by the Director's office
manager, share responsibility for
assisting the director and associate
directors, with secondary
responsibilities to the assistant
directors and other SFA staff.


Student Financial Affairs Annual Report 2000-01










"Customer Service staff are associated
with being the face and voice of the
financial aid office in that they represent
the visible image of the financial aid office
to the public. Even though the stress is
high, the pay is low, and the compliments
are few, the reward is great when one is
able to help a student realize his or her
educational goals through the financial aid
assistance one has given. "
Rodlee Ritter
Student Affairs Coordinator


financial aid advising








customer service


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 UF financial aid office a
national leader in the administration of
financial aid.

In 2000-01, Customer Service staffing
was characterized by a high rate of
turnover. We filled a total of 10
financial aid adviser positions,
promoting three Financial Aid
Coordinator Is to Coordinator IIs and
hiring and training seven new Financial
Aid Coordinator Is. Four of the new
Coordinators left after only two to eight
months. This year we also endured the
loss of one of our colleagues due to
death. In theory, during 2000-01
Customer Service staff included a
Student Affairs Coordinator III
(Assistant Director), six Student
Financial Aid Coordinator IIs, five
Student Financial Aid Coordinator Is,
one Clerical Supervisor, two Senior
Clerks, and a Clerk, an overall increase
of two positions from the previous
year. Due to the described unstable
conditions, however, we realized no
real benefit this year from the two
newly created positions.

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. 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
2000-01, the customer service telephone
bank handled 51,663 telephone calls,
9,920 more than the previous year.
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
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, several MBA
non-traditional programs, SFA's
academic progress program, and the UF
Emergency Short-Term Loan Program.

* Summer AIM Program
During Summer B, SFAworks closely
with the Admissions Office and the AIM
Program Office to process financial aid
for students admitted through this
summer special admissions program.
Enrollment in 2000-2001 was much
lower than originally predicted. The
decrease has been attributed to changes
in admissions procedures resulting from
the One Florida initiative. Only 448
students were admitted through the AIM
program in 2000-01. Of these students,
187 actually enrolled and 144 received
more than $313,219 in grant assistance to
meet the total costs of the summer
program. These figures represent a
decrease of 204 financial aid recipients
and $381,781 less in financial aid
expenditures than 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 1,077 in 1999-2000 to
1,230 in 2000-01. 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 27% over the previous year. This
increase can again be attributed to the
availability of Florida Bright Futures
Scholarship monies during the
summer term, as well as to an increase
in students receiving 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 their initial eligibility
evaluation. The number of petitions,
274, received in 2000-01 and the
number approved,179, decreased,
which could be attributed to the overall
healthy economy.

SConsortium 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


Student Financial Affairs Annual Report 2000-01











financial aid for students enrolled in
the following programs:

New World School of the Arts, Miami,
Florida. Students take classes from
Miami-Dade Community College and
UF. In 2000-01, 53 students received
financial aid to attend this program.

UF Milton Program, Milton, Florida.
Students enrolled in this IFAS extension
program may take classes at University
of West Florida, Pensacola Junior
College, and UF. In 2000-01, 15 students
received financial aid to attend this
program.

UF Fort Lauderdale Program. Students
enrolled in this program may take
classes at FAU and Broward
Community College. Three students
received aid through this IFAS
extension program in Fort Lauderdale
in 2000-01.

UF Fort Pierce Program. This IFAS
extension program allows students to
take courses through Indian River
Community College. In 2000-01, 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 and disbursed by UF. Each
student must be monitored
individually to ensure that all
requirements are met and
documentation is received before aid is
disbursed. In 2000-01, UF processed
financial aid for 102 students
participating as SUS transients.

Concurrent Enrollment & the Summer
Florida Bright Futures Scholarship
Program. Summer 2001 was the first
time UF provided payment of Florida
Bright Futures scholarships to students
also concurrently enrolled for courses
at another eligible Florida institution.
Fifty-five students received scholarship
funds that included their tuition fees
both for UF and the other institution.

* 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 in 1998-99. This
award year, a total of 362 students
enrolled non-traditional MBA
programs, an increase of 88 students
over those enrolled in similar programs
in 1999-00. This year four new
programs were added for a total of 12.
SFA first began processing Federal
Direct Stafford Loans for students
enrolled in these non-traditional MBA
programs during the 1999-2000 year.
Before this, students participating in
these programs were only considered
eligible for private loans. During 2000
01, SFA processed private loan
applications for 48 of these students,
and 131 Federal Direct Stafford Loans
were processed for students enrolled in
these programs, an increase of 86
students over last year. Loan awards
totaled in excess of 1.9 million.

*SFA Student Info E-Mail Service
SFA's Student Info E-mail Hotline was
established in 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 general information
about the financial aid process,
eligibility requirements, and program
availability. The volume of e-mail
inquiries to the hotline lessened in
2000-01-5,725 inquiries compared to
6,745 last year. The reduction may be a
result of UF's "Ask UF" automated
inquiry system.

*Emergency Short-Term Loan Program
The volume of short term loans (STL)
has remained consistent over the past
several years with the greatest need for
assistance coming during the start of
the fall term. During the 2000-01 year,
788 students borrowed funds through
the STL program to the tune of
$708,812. During the fall term of 2000,
430 students borrowed STLfunds as


opposed to 191 during the spring and
247 over the course of the summer
terms. As these figures indicate, there
are a good number of repeat STL
borrowers during the course of an
academic 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 an Academic Progress Committee
member. Customer service advisers
counsel students on the academic
progress policy and petition process.

A total of 872 petitions were reviewed
in 2000-01, a decrease from the 1,162
reviewed in 1999-2000. The decrease is
proportional to the decrease in the
number of students meeting academic
suspension or termination conditions
for the same years. During 1999-2000,
3,888 students had their financial aid
eligibility suspended or terminated, as
compared to the 3,399 flagged during
2000-01.


Student Financial Affairs Annual Report 2000-01








satellite offices


Unofficial Withdrawals. In recent
years, the federal government has put
pressure on schools to document that
students who receive financial aid
funds have attended class. In
particular question are students who
receive federal aid whose end of term
grades are all 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 student's class attendance. For
students for whom we cannot obtain
proof of attendance, UF must
reimburse the federal financial aid
accounts. During 2000-01, 299 such
students were flagged. UF was
required to reimburse the federal
financial aid accounts for 84 students
in the total amount of $71,921.

Looking Ahead
Budget call-backs and a hiring freeze
may have an impact on the Customer
Service section next year if staff
turnover resembles that in 2000-01.
The high stress coupled with low pay
make it difficult to retain high quality
staff. Since every one of the "senior"
financial aid coordinators will be
working with a team partner with less
than a year's experience, 2001-02 will
be a challenge. Compounding the
challenges is our decision to revert to
four advising teams so that we could
devote a full-time position to handling
all aspects of the academic progress
activities. Undoubtedly this will create
longer lines in the lobby and more
difficulty in reaching financial aid
advisers by telephone. Our limited
staff resources will require us to
continue to encourage the use of
electronic means to access financial aid
information.


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 SFAand 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 SFAwith
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
FT.D. (Foreign Trained Dentists)
students, administering Title IV loan
programs, Title VII loans and
scholarships, and various outside
scholarship and loan 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 UFHealth 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 UFHealth
Sciences Center Room CG-96.

College of Law
Of about 1,160 UF law students,
approximately 90% receive some form
of financial aid. During 2000-01,
almost $14,000,000 in federal loans
were paid to 955 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 for Bar
related expenses 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-six students received
$796,820 from these funds in 2000-01.
In addition, approximately $1.8
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
receive financial assistance. 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. The


Student Financial Affairs Annual Report 2000-01








special programs

College of Medicine aid office FA administers a number of special
administers more than 50 loans and programs on-site in Criser Hall to
scholarships. In 2000-01 the office paid meet the needs of specific groups of
out $7,470,000 in student loans and students by financial aid professionals
more than $1,395,000 in scholarships. 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 VAWork-Study and VA
Tutorial Assistance to veterans who
are enrolled students. VAWork-Study
is available for veterans to work in
positions at UF up to 25 hours a week
making minimum wage, tax-free. The
VATutorial 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 part-time off the SFA lobby in
S-107 Criser Hall.









Student Financial Affairs Annual Report 2000-01









"The Florida Bright Futures Scholarship
program has continued its phenomenal
growth and parallels the increase in the
academic level of performance of our
students. Our student body seems to set
the standard for defining academic
excellence."
Donna Kolb
Assistant 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








grants


Grants are gift aid (no repayment
required) awarded to students
who show financial need. At UF, SFA
administers the following programs:
Federal Pell Grants, Federal
Supplemental Educational Opportunity
Grants, Florida Student Assistance
Grants (FSAG), 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 are awarded to
undergraduate students with
exceptional need as part of a
comprehensive aid package. FSAGis a
state awarded grant program.

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 increased from
$13,726,955 last year to $15,105,724 in
2000-01. The number of Pell Grant
recipients decreased from 7,038 to
6,893.

Federal Supplemental
Educational Opportunity
Grant (FSEOG)
This federal grant program is a campus
based grant available to all
undergraduates who show exceptional
financial need and are also eligible to
receive Pell Grant. Campus-based means
that, although federally funded, the
selection of the recipients and award
amounts are determined by SFA.
Funding for FSEOG continues a
downward trend from the past few
years. In 2000-01 2,231 students received
$2,242,790 through this program, down
from last year's awards of $2,879,974 to
2,752 students.

Turner Grants
Institutional grants are university
administered programs awarded by
SFA to students who show exceptional
financial need. The Turner Grant is
funded by a variety of sources


including student fees and the state
legislature. In contrast with FSEOG,
Turner Grant funding increased this
year. In 2000-01, $6,625,976 were
awarded to 3,343 students, up from last
year's totals of $6,045,210 awarded 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 2000-01, 3,983 UF students
received awards totaling $4,589,147, up
from 1999-2000,when 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 2000-01


$20,000,000



$10,000,000


2000-01 1999-00 1998-99
Pell Grant Dollars Disbursed


2000-01 1999-00 1998-99
No. of Pell Grant Recipients








scholarships


Scholarships are coordinated by
several offices at the UF, including
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
(Private Donor Awards)
Areview of statistics on custodial
awards received by UFstudents reveals
an area of significant growth over the
last two academic years. In 1998-99 the
total amount of private donor awards
was $7,736,485. This figure increased in
1999-2000 to $9,246,294, and again a
significant increase occurred in 2000-01
to $10,361,879. This is an increase of a
little over $2.6 million over the course
of two years. 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 Student
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
excluding custodial awards, State of
Florida scholarships, and tuition fee
waivers. The total dollars paid out in
2000-01-$16,960,517-demonstrates an
increase of just over $2.66 million
dollars from the previous year.


Student Financial Affairs Annual Report 2000-01


$20,000,000,


$15,000,000


$10,000,000

$5,000,000


2000-01 1999-00 1998-99

Scholarship Dollars Disbursed
*Excludes State Scholarships, Custodial
Awards, and Tuition Fee Waivers


2000-01 1999-00 1998-99
Number of Scholarship Awards
*Excludes State Scholarships, Custodial
Awards, and Tuition Fee Waivers








state programs


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
25,585 awards to students enrolled at
UF, who received a total of $52,494,859
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 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*

"Chappie James" Most Promising
Teacher Scholarship

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 Scholarship
program has continued its phenomenal
growth and parallels the increase in the
academic level of performance of our
students, as reflected by the following
statistics:

1998-99: $29,488,905 to 14,864 students
1999-00: $40,072,779 to 17,894 students
2000-01: $47,132,734 to 21,187 students

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 2000-01


$60,000,000
$50,000,000
$40,000,000
$30,000,000
$20,000,000 ri
$10,000,000
$0
2000-01 1999-00 1998-99
State Program Dollars Disbursed








student employment


SFA's 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 UE
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 2000-01, 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
$11,776,554 continuing the steady
increase over previous years.

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 SFAWeb site
at:www.ufsa.ufl.edu/sfa/ .


Student Financial Affairs Annual Report 2000-01


FWS OPS FWS OPS FWS OPS
$10,000,000

$8,000,000
r Il 3
W rr ri
$6,000,000 -
Lr,
ILr =rJC
$4,000,000 rl 1 7

$2,000,000

$0
2000-01 1999-00 1998-99
Dollars Disbursed through Employment


2000-01 1999-00 1998-99
No. of Students Employed








loan certifications


The goal of the Loan Certification
department is to use today's
technology to develop a loan process
that is accurate and efficient and can be
reviewed and revised by the student.
UF continues to participate in the Ford
Federal Direct Loan Program (FFDLP).
The 2000-01 academic year was UF's
seventh year of participation. FFDLP
differs substantially from the Federal
Family Education Loan Program
(FFEL) in that private lenders are not
involved. The U. S. Department of
Education (USDOE) 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 Coordinators, and a
Program Assistant.

Regulatory Changes
Regulatory changes affecting the 2000-01
academic year.
1.In July 2001 an electronic version of
the federal Master Promissory Note
(MPN) was introduced. Summer
2001 was spent educating students
and staff about this new feature. One
hurdle was the necessity for each
student to maintain their Federal
PIN. We look for this problem to be
eliminated by USDOE's
implementation of PIN access via the
Web in January 2002. With the
development of the electronic MPN,
our department has experienced a
savings in both processing time and
mailing expenses.


2. In 1999-2000, 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
2000-01 UF implemented an active
rather than passive confirmation
process for both the subsidized and
unsubsidized loan programs. Students
are able to confirm, cancel, or reduce
their loans on the Web via ISIS, UF's
Integrated Student Information
System. ISIS has also enabled students
to link to the National Student Loan
Data System (NSLDS)to review their
loan indebtedness and to USDOE's
Web site to review a copy of the
Federal Borrowers Rights and
Responsibilities and a sample
repayment schedule. Through ISIS,
students can also link to UF's first
time borrowers Entrance Counseling
site and SFA's award files. Our staff
continues to monitor the confirmation
process through reports and student
feedback, to verify accuracy and
develop further enhancements.
3. The origination fee for 2000-01 Federal
Direct Subsidized and Unsubsidized
Loans remained at 3%. Direct PLUS
Loans remained at 4%.
4. In October 2000 USDOE announced
two new Direct Loan repayment
incentive benefits. The first was an up
front interest rebate of 1.5% for
Federal Direct Stafford Loan and
PLUS loan borrowers beginning with
loans for 2000-01. The second was an
interest rate reduction of 0.8% that
would be applied to all Direct
Consolidation Loans made during the
period 10/1/2000 to 09/30/2001.
5. July 2000 bought changes to the
NSLDS system. Schools were
authorized to use data from NSLDS to
monitor the financial aid history of all
applicants for federal student aid,
including those who transfer mid year
(paper transcripts are no longer
required). However, this authority
was given under the condition that
schools access NSLDS no earlier than
30 days prior to the beginning of the
first payment period for which the
school expects to pay the student. In
July 2001 new regulations and the
Transfer Monitoring Process replaced


prior guidance regarding mid year
transfer students. Under the new
monitoring system the school informs
NSLDS of its mid year transfer
students and NSLDS monitors
changes to the student's financial aid
history and sends the information to
the school.

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.

SFederal 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. FDUSLwas 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
FDSL/FDUSL funds paid to students fell
from $118,414,612 in 1999-2000 to


Student Financial Affairs Annual Report 2000-01












34,000
32,000
30,000
28,000
26,000 r
24,000 2
22,000
20,000
2000 01 1999 00 1998 99
No. of Stafford Loans Awarded


$116,429,903 in 2000-01. The number of
loans awarded also decreased, by142.
This decrease may be due to the
increased amount of state-awarded aid
provided to our students this year.

For the period July 1, 2000, through June
30, 2001, the FDSL/FDUSL interest rate
was set at 7.59%. FDSL/FDUSL loans
are capped at 8.25%.

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, 2000 through June 30,
2001, the variable interest rate for
FDPLUS was set at 8.99% and capped
at 9%.
FDPLUS borrowing by parents
decreased again this year, by $212,548 to
$3,787,644. This decrease may be due in
part to the marketing efforts of the


$6,000,000
$5,000,000
$4,000,000
$3,000,000
$2,000,000 -
$1000,000 7
S$0
1999-00 1998-99 19978
FDPLUS Dollars Disbursed



1,200
1,000
1,ooo

600
400WI99
200 O

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


private loan sector. Other reasons may
be that parents creditworthiness and the
ability of students to then borrow
unsubsidized loan funds.

*Private Loans
Number of private lenders offer loans
that allow a student to borrow funds
equal to their cost of attendance minus
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.

The dollar amount of private loans
processed for UF students in 2000-01
was $2,090,286. Again, as with Federal
Direct Stafford Loans, this slight decrease
from last year may be due to the increase
in state funding.

*Loan Default
UF's Federal Direct Loan Program's 1999
Cohort Default Rate was 3.1%, well
below the national average and
threshold of 20% that mandates default
reduction measures. Nevertheless, both
SFAand University Financial Services
continued to stress the need to avoid
unnecessary borrowing and to ensure
that 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, loan application
materials, and the SFAWeb site. Further,
the new loan 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
UF Web services to students continued
to improve, with additional on-line
services and added links to federal
information.
The Federal Direct Loan Origination
Center and the Direct Loan Servicing
Center created web sites in 2000-01 so
schools could review loan information.
The federal government's school portal
on the web was implemented in 2001
giving schools a single Web entrance to
all Title IV Federal student aid program
information, resources, and activities.


Summer 2001 was spent preparing for
the system conversion from CICS screens
to Eagle, a web-based processing system.

*Planning for the Future
Continue to refine the automated
loan system to ensure it is accurate, is
userfriendly, and will accommodate
the need for individual coding for the
specialty programs developed yearly.
Continue to prepare for NSLDS
Transfer Monitoring system changes
that will take effect for 2000-01.
Develop new ways students can
interact with Loan Certifications
electronically.
Monitor the electronic promissory
note process and new DOE-developed
enhancements to enable students to
receive their federal PIN electronically.
Simplify the confirmation process
and enhance the SFAWeb site with
additional links and loan information.
Work with DOE to implement the
new Common Origination and
Disbursement process for 2002-03. This
system re-engineers the current
processes and systems for delivering
and reporting Pell Grants and Direct
Loans from two processes and systems
into one common record and system.
This common record relies on
Extensible Markup Language (XML).
Continue to test and prepare for
conversion to the Eagle Web system.
After December 2001, the Student
Aid Internet Gateway (SAIG) a Web
based data transmittal system will
replace the current TIVWAN data
transmission system.


Student Financial Affairs Annual Report 2000-01










"Selection for verification at UF is based on
criteria SFAhas established as a result of our
participation in the U. S. Department of
Education's Quality Assurance program. The
result is a selection that focuses on
information areas most prone to errors made
by students and parents when completing
the Free Application for Federal Student Aid. "
Rose Williams
Financial Aid Coordinator


special programs








Quality Assurance


n July 1989, SFAwas 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 QAis 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. QAcontinually
evaluates and reviews all aspects of
financial aid processing with the goals
of streamlining the process and
reducing errors.
In 1994-95, the QAand 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 QAfiles. This
structure continued to operate
efficiently in this year.


Quality Assurance Procedure
Special Quality Assurance random
sample group is selected in the fall of
most years. 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.
This process was suspended was
suspended for by the U. S. Department
of Education for the 2000-01 year in
order to redesign the federal quality
assurance process.
SFA believes in continuous quality
improvement. The QAstaff 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

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 2000-01 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

*Excluded Income

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 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 QASection consolidated staff
resources, and since then the
verification staff has continued to
perform QAdocument collection and
data analysis. The consolidation of staff
expedited QAdocument collection, and
at the same time, exposed the
verification staff to the QA
methodology and philosophy.

Statistics
For 2000-01, 7,242 student files were
selected for verification. Of that total,
5,510 students completed the process,
yielding an 82% completion rate.


Student Financial Affairs Annual Report 2000-01










"An important Outreach and Training initiative
in 2000-01 has been the hiring of a full-time
outreach adviser who works in conjunction with
UF's Admissions Office to actively recruit
students from diverse backgrounds to attend
UF. Ateam travels throughout Florida and
focuses its efforts on under-served areas of the
state. SFAis excited to be part of this effort to
help bring quality and diverse students to UE"
Ron Anderson
Associate Director


support services








Information/Publication

Services


SFAs 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
coordinates with SFA's director,
associate directors, and assistant
directors to assure compliance with
federal consumer information
dissemination regulations. The section
also includes a full-time Computer
Support Specialist who administers
SFA's Web site, plus a paraprofessional
staff of four Federal Work-Study
students. Information/Publications is
also responsible for in-house training
materials and reports.
Major elements of the information
program are: producing annual cost
effective financial aid publications,
including the SFA Web site, the annual
Gator Aid Handbook, the annual Gator
Aid Application Guide, the SFA
Newsletter, 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, and designs, produces,
and contributes articles to the Division
of Student Affairs' tri-annual newsletter,
the Student Affairs Update.
In 2000-01, 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 were:
availability to students of financial aid
file tracking through ISIS (UF's
Integrated Student Information
System); the introduction of the
Federal Direct Loan Confirmation site
now available through ISIS; the
introduction of the new federal
electronic Master Promissory Loan
web site; and the availability of online
access for students to complete first
time borrowers entrance orientations,
as well as to sign up for Direct Deposit
of their financial aid funds.

This year SFA participated in a new
UF web information service-Ask UF.
Information/Publication Services
section assumed responsibility, in
conjunction with the Customer Service
area. SFA provided about fifty
Questions and Answers (QA) and had
three QA in the top ten during this
first year of service. "When should I
apply for financial aid to attend UF?"
was the number two question directed
to the system.
In the area of print publications, SFA
began offering the SFA Newsletter three
times a year instead of two, and created
a new Withdrawal Information
brochure to provide concise information
to assist students withdrawing from UF.
Information/Publications continued to
enhance and improve SFA's Web site.
The site provides application and
program information, information on
receiving aid, financial aid links and
portals, a News & Updates feature, and
many printable forms in PDF format.
The "scholarships" feature 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 web site
continues to be high. In addition to
keeping our own information-heavy
site current, while working toward a
new home page design to facilitate
easier use, SFA's Web coordinator also
continued to maintain the Division of
Student Affairs Web site.


Information/Publications provides
ongoing support to other SFA
departments, including designing and
producing newsletters, reports/report
covers, posters, flyers, etc. The annual
Student Employment Office 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
support SFA's Training & Development
section with the annual Summer
PREVIEW production, and other
presentations as required.

Publications
* SFA World Wide Web site
* 2000-01 Gator Aid Handbook
* 2000-01 Gator Aid Application Guide
* SFA News-a spring,summer, and
fall edition newsletter to student
aid recipients
* SFA TIPS/World Wide Web wallet
cards
* Brochures: First-Time Applicant's
Guide to Gator Aid, University of
Florida Withdrawal Information,
Looking for Scholarships & Financial
Aid, a Student Opinion Survey,
Welcome to the Office for Student
Financial Affairs, 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.
* Notification of Financial Aid Award
brochure, the Federal Direct Loan
PLUS Application, the Revised
Award Letter Information Sheet, plus
various other forms, information
sheets, bulletins, and flyers
* Student Employer's Handbook
* Student Employment Coordinator
* 1999-2000 Student Financial Affairs
Annual Report
* 2000-01 Student Employee Handbook


Student Financial Affairs Annual Report 2000-01








Outreach and

Training


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 SFA staff and student
assistants.
During 2000-01 SFA consolidated
several information and outreach
departments under one Associate
Director with the goal of improving
information flow and increasing the
quality control of our information and
outreach efforts. Outreach and Training,
together with SFA's Information/
Publication Services section now work
together toward that goal.

Outreach
One Outreach and Training initiative
in 2000-01 has been hiring a full-time
outreach adviser who works in
conjunction with UF's Admissions
Office to actively recruit students from
diverse backgrounds to attend UF. A
team travels throughout Florida and
focuses its efforts on under-served
areas of the state. SFA is excited to be
part of this effort to help bring quality
and diverse students to UF. The
primary goal of the new outreach staff
member is to reach out to incoming
freshmen and transfer students
through presentations, lectures,
conferences, workshops, and other
recruitment functions.
In January and February 2001, 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 UFresidence 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
Alligator, 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 UFacademic advisers
(CLAS). The following outreach
sessions were also 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.
SFAalso continued its participation in
Preview, the summer freshman
orientation program. Our presentation,
"Money Matters," was presented
nineteen 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 SFAof more than $1 million 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
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
Aneed for standardized training for all
new employees was expressed. To
facilitate this, Outreach formalized a
comprehensive two-week 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 SFAMacintosh network.
Specific individual training sessions are
held periodically to ensure employee
familiarity with the functions and
capabilities of the Macintosh network.
Staff members may also access a
videotape training library to find
answers to application problems.


Student Financial Affairs Annual Report 2000-01









"In 2000-01 we experienced our second year of
using the Stafford Loan Master Promissory Note
(MPN), and our opportunity to see the true
payoff. In 2000-01, the note became multi year.
Students who had completed an MPN the
previous year at UF and received a loan
payment were set to receive their 2000-01 loans
once they confirmed they desired the funds.
Consequently, significantly more Stafford loans
were disbursed in the first several automated
payment runs of the academic year."
Sharon Stebbins
Financial Aid Coordinator


technical systems & processing








Disbursements & Fund


Reconciliation


Awarding


Awarding is comprised of two
Financial Aid Coordinators who
process all financial aid award
revisions. Requests for revisions to
students' awards generally come from
customer service staff when students'
enrollment, residency, or housing
statues change; when students receive
additional outside funds; or when
students request revisions to their
awards for which they are eligible. Each
term, Awarding adjusts budgets for
students enrolled less than full time
whose files show campus-based aid.

Awarding staff are also responsible for
adjusting awards in situations where
students' need has been "overmet."
Students' receipt of outside resources
(scholarships, fellowships, etc.) after
their need has been met produces a
large volume of the work for Awarding.
Before the first disbursement of aid in
the fall, a program known as "rolling
revisions" automates most 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.

Awarding 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 2000-01, 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
e Stafford Loan Master Promissory
Note (MPN) This was our second
year using the MPN, and our
opportunity to see the true payoff. In
2000-01, the note became multi year.
Students who had completed an MPN
the previous year at UF and received a
loan payment were set to receive their


2000-01 loans once they confirmed
they desired the funds. Consequently,
significantly more Stafford loans were
disbursed in the first several
automated payment runs of the
academic year.
* Confirmation-three big changes:
-Our policy states students must
confirm that they desire their loan
funds as a requisite to SFA disbursing
those funds. In this second year for
active confirmation of Stafford loans,
we expanded the requirement from
Unsubsidized Stafford loans only, to
also include Subsidized Stafford loans.
-The method for confirming loans
was upgraded from paper to an
interactive web site, and the process
was expanded to include new options:
canceling a loan and reducing the
payment to a chosen amount. As a
result, modifications to students' files
were made faster, and loan
disbursement through Batch Net
Check was possible the same night.
-The Loan Confirmation Web site
was a time-consuming project.
Announcement of this new feature
was made through various media. We
are confident that students' familiarity
with the site, as well as modifications
our staff have made, will allow easier
and wider usage next year.
* Federal Direct Loan Origination
Center (LOC) and the Direct Loan
Servicing Center: Both these branches
created web sites in 2000-01 that
schools and other agencies could
access for specific loan information.
Disbursements used these sites to help
clarify problem areas of students'
loans, confirm that repayments were
properly applied, investigate loan
questions from puzzled students and
former students, and assist in our
close-out efforts for 2000-01.
* Reconciliation of Direct Loan data
with the federal government: LOC
continued to provide new and
expanded reconciliation tools. Nearing
the deadline for close-out, LOC
initiated a procedure to send year to
date reports biweekly, which was
quite useful. This is now standard
practice year round.


Student Financial Affairs Annual Report 2000-01















* National Student Loan Data System
(NSLDS): This was our fourth year
using NSLDS. Each year seems to
present its own problems. In 2000-01
we discovered that the Direct Loan
Servicing Center was using rebated
loan amounts instead of true gross
disbursements. This affected our
calculations of students' aggregate
loan limits, and was confusing for
students and staff. The United States
Department of Education (USDOE)
promised to resolve the problem for
2001-02, although no clean-up for the
existing disparity will be initiated.
Time was invested preparing for the
new NSLDS Student Transfer
Monitoring Process. Under regulations
effective as of July 1, 2001, schools are
no longer required to obtain paper
Financial Aid Transcript (FAT)s for
transfer students or respond to
another school's request for one.
Under the Transfer Monitoring
Process, NSLDS will provide FAT
information for mid-year transfer
students directly to schools that
request it.
* USDOE School Portal: USDOE
implemented a web site that provides
access from a single point to many
useful links pertinent to schools and
Title IV financial aid. Links to help
lines, publication repositories,
regulations, and Direct Loan offices
are just a few resources we have used.
* In 2000-01, USDOE offered reduced
interest rates on new Federal Direct
Consolidation Loans disbursed prior
to September 30, 2001 a potential
benefit to former students and to
current students with previous loans.
We disseminated information to
students through newsletters and
other media. A number of
professional students in particular
(e.g., medical students) took
advantage of this opportunity.
* Loan origination fee: The 3%
origination fee for Stafford Loans
remained in effect for a second year
(the origination fee for PLUS loans
remained at 4%).
* Interest Rebate: The Direct Loan Task
Force instituted a 1.5% interest rebate


to students on new Stafford and PLUS
loans as an incentive for timely
repayment. For 2000-01 the rebate
reduces students' outstanding loan
balance to be used at the time of
repayment. To retain eligibility for the
rebate, students must make their first
12 payments on time when they enter
repayment. For 2001-02, the interest
rebate will be "up-front," increasing
the amount students realize from their
loan proceeds.

Statistics
In 2000-01, Disbursements monitored
and authorized disbursement of
$32,334,963 in grant funds, $93,015,801
in scholarships, and $129,032,655 in
student loan funds. The total amount
authorized through this section was
$254,383,419.

New Year Objectives
* Administer new Direct Loan Interest
Rebates: In 2001 02, the 1.5% interest
rebate mentioned above becomes
"up front," requiring schools to carry
rebate data on their files, transmit this
data, calculate rebates, and pay
students accordingly. This will
require changes in our screens and
coding as well as extensive testing.
Pursue our goal to close out the
previous year's Federal Direct Loan
reconciliation well before the federal
deadline. We anticipate closing out
the 2000-01 year with a zero ending
balance (out of $120 million disbursed
Direct Loan dollars).
Continue monitoring NSLDS use,
particularly as it relates to the new
Transfer Monitoring process. This
affects our Disbursements section, as
we pays loans only after assurance
that students are eligible.
Electronic MPNs: Monitor student
problem/concerns that arise using
the new E-MPN process, and
introduce changes made by USDOE.
MPN: Beginning in 2001 02, we will
eliminate expiration dates on screens
and files used in tracking MPN's. The
LOC will take over this function and
notify schools of any 12-month or 10
year expiration problems.


* Confirmation: Continue to refine the
Direct Loan Confirmation web site for
clarity and usefulness. Changes will
include warnings to students on the
screen that they have not completed
the E-MPN and/or Entrance
Counseling, plus links to these sites to
prompt quick responses by students.
* Continue to brainstorm upgrades to
scholarship processing methods,
including newer technology such as
scanners in place of photocopying.
* Prepare for implementation of
USDOE's Common Origination and
Disbursement Process (COD) in 2002
03. COD is a re-engineering of current
delivery and reporting methods for
Pell Grants and Direct Loans from
two processes to one. COD uses
eXtensible Markup Language and a
single file record across Pell and
Direct Loan programs for origination
and disbursement. Campus-Based aid
will eventually be accommodated.
* The USDOE conversion from the
current data transmission network,
TIVWAN, to use only of the internet
via the new Student Aid Internet
Gateway, will take place by
December 18, 2001.
* Beginning fall 2001, UF will send
global e mail messages to freshmen
every Wednesday via their Gatorlink
accounts. Our office will participate
to reach freshmen with important
loan reminders (e.g., completing the
e-mpn, confirmation).
* EAGLE(Enhanced Application
Generation Language for the
Enterprise): The office will introduce
this web-based file-viewing system.
In 2001-02 we will be allowed dual
systems for production files, using
both CICS and EAGLE.
Disbursements will continue to refine
Disbursement and Check File screens
so that in 2002-03 we are prepared to
work solely on EAGLE.
* Student identifier. Beginning in 2001
02, Social Security number fields will
be replaced by a field called UF-ID.
Disbursements will change its screens
and accompanying documentation.


Student Financial Affairs Annual Report 2000-01











Data Entry


The Data Entry staff is comprised of one
Program Assistant. 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.




Document Editing

The Document Editing Section is
where the application processing
cycle begins. The staff, comprised of a
clerical supervisor, an OPS employee,
and several student assistants, are also
responsible for the mailroom.
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. The
Document Editing/Mailroom Section is
where the application processing cycle
begins. The staff of this section receive,
sort, date-stamp, and scan certain
documents and distribute all incoming
mail. Most major mail outs are also
handled by this area, approximately
142,935 pieces of mail, including mailing
financial aid award letters, Information
Request Forms, student loan letters,
follow-up letters, and bulk mailings of
financial aid application packets to
Florida high schools and community
colleges at the beginning of every
application year.
Document Editing also edits Plus Data
Sheets and graduation dates before
routing these to Data Processing.


Records & Optical

Scanning


SFAs Records/Optical Scanning
Section maintains an accurate, up
to-date system of records consisting of
more than 168,000 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.

KIDDS (Kofax Index Digital
Document System)
KIDDS, an administrative application
on UF's ISIS web server, implemented
in late 1999, allows our Records area to
scan student documents on a high
speed, high-resolution scanner and
store them on a file server at NERDC.
KIDDS enables UF staff to access
student documents on a standard Web
browser by using their NERDC ID and
password.
Statistics
Documents generally are scanned
using KIDDS within two to four
working days after their receipt.
Following are statistics on documents
received and scanned by Records for
the 2000-01 school year: Verification
Checklists, 35,600; student employment
(SP-100) forms, 15,627; electronic data
changes from the FAFSA, 8,900; and
awards and award revisions, 35,728.
The majority of documents were
received between June and September.
The total number of documents
received and scanned during the year
was 157,505.
Our document-processed count was
down this year due to increased
automation and the fact that Federal
Stafford Loan Acceptance Forms were no
longer required because the
"acceptance" process went online.
Office staff destroyed 6,460 microfiche
records that had passed the required
retention period.


Systems &

Programming


systems and Programming (S & P)
develops and maintains the
computer software systems needed for
automated delivery of student
financial aid at 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 &Pis 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 & Pis 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 2000-01














and award information. Nightly
production also involves interfaces
within SFAfiles 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 SFAdatabase 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 & Pis 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 & Pis 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.


Data Entry
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 & PSection 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 SFAalso 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 & Pworks 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 SFAdata 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.
Office of the UFChief Information
Officer (CIO): S&Pworks closely with
UFOffice of the CIO staff on various
projects, including interfaces with
EAGLE (Enhanced Application
Generation Language for the
Enterprise), a web-based file viewing
system.) EAGLE enables mainframe
databases and CICS resources to be
directly accessed from the Internet.
Board of Regents (BOR): S & P staff
work closely with BOR systems staff to


Student Financial Affairs Annual Report 2000-01











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
StudentAffairs, to provide statistical
information or data 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 SFArecords, and
act as an informal resource for
Macintosh 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 with 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
2000-01
S & P experienced another challenging
year, 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 continues at full
strength.

Ongoing projects: S & Pcontinues 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 & Palso 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 & Pcontinues to
maintain our desktop computers at the
Power PC standard. This year we have
continued to replace older equipment.
New projects: The year has been filled
with new challenges and responsibilities.

* S & P staff completed installation of
card-swipe readers at all of our front
desk advising stations. These new
readers greatly enhance
confidentiality of student records
and minimize ID difficulties for staff
and students.


* S&Pcontinues to enhance SFA's
Web presence within Eagle and ISIS.
This year S&P created a web-based
electronic Loan Confirmation feature
as a new ISIS selection. This project
was labor-intensive for staff, but the
option should prove invaluable to
students and staff in terms of time
saved. Students will also benefit by
keeping closer track of their loan
debt amounts. The software was
designed so that in addition to
confirming that they wanted their
loans, students could also cancel
their loan, reduce the amount of their
loan, and/or link to NSLDS to
review their total student loan debt.
* S & P staff have been in training
mode all year, assuring that all
systems staff are on board for next
year's conversion of all of our CISS
screens to Eagle.
SS & P staff spent many hours writing
a new disbursement tracking
program for the Florida Bright
Futures Scholarship Program,
improving our disbursement services
to student aid recipients.

* S&Pinstalled a new Macintosh G-4
Web Server to improve capacity to
our system.
* S &Padded a new Computer
Support Specialist position to our
staff to be responsible for staff
training, computer and network
troubleshooting, and equipment and
software maintenance.

* S&Pinstalled new Outlook Express
and Microsoft Word software on all
staff computers and provided
multiple staff training sessions on the
use of the new applications.


Student Financial Affairs Annual Report 2000-01











"Student Financial Affairs is about
teamwork. Our focus is communication
within the department and globally.
Through our daily interactions, we develop
short-term and long-term connections. Each
staff member is encouraged to continue
learning and to assist other employees with
their new-found knowledge. As we go
along that route, we do so with a smile."
Anne Newman
Office Manager


staff & professional activities








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
Kathleen Sexton
Lois Perkins


Director
Associate Director
Associate Director
Computer Applications Coordinator
Assistant Director, Scholarships and State Programs
Student Affairs Coordinator-Loans and Disbursements
Student Affairs Coordinator-Document Editing, Information/Publication Services,
Outreach, Records/Optical Scanning, Training & Development
Student Affairs Coordinator-Pell Grant, Manual /. im, Quality Control, Verification
Student Affairs Coordinator, Customer Service
Assistant Director, Loan Certification
Senior Accountant
Senior Fiscal Assistant
Office Manager
Senior Secretary
Word Processing Operator


Customer Service
Ashanta Simmons Senior Clerk
Vacant Financial Aid Coordinator
Debbie Coleman Financial Aid Coordinator
Joyce Days Senior Clerk
Vacant Financial Aid Coordinator
Vacant Financial Aid Coordinator
Vacant 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
Vacant


Financial Aid Coordinator
Financial Aid Coordinator
Program Assistant


Student Employment
Ruth Strawder Financial Aid Coordinator
Vacant Senior Clerk
Vacant Senior Clerk


Student Financial Affairs Annual Report 2000-01











Satellite Offices
Mike Menefee Student Financial Affairs Coordinator, Health Professions,
Nursing, Pharmacy, & Veterinary Medicine
Eileen Parris Student Financial Affairs Coordinator, Medical Center
Tom Kolb Student Financial Affairs Coordinator, Dental School
Trish Varnes Student Financial Affairs Coordinator, Law School


Technical Processing and Support


Data Processing
Lisa Nelson


Disbursements
Sharon Stebbins F
Jan Berlin f

Document Editing
Micheal Wood F
Eloise Trucano C


Program Assistant


financial Aid Coordinator
programm Assistant


financial Aid Coordinator
clerical Supervisor


ManualAwarding
Richard Brauning Financial Aid Coordinator
Donna Kolb Financial Aid Coordinator

/nformation/Publications Services
Susan Mickelberry Coordinator, Information/Publications Services
Michael Daube Computer Support Specialist


Qua/lty Assurance
Susan Bragg Fi

Pe/ Grant
Dawn Western Fi


nancial Aid Coordinator


nancial Aid Coordinator


Records/Opt/ca/ Scanning
Berta Atkinson Office Manager
Vacant Clerical Supervisor
Vacant 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


Verification
Susan Bragg
Larry Moore
Vacant
Vacant


Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Clerk Typist


Student Financial Affairs Annual Report 2000-01







Professional Activities


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 Chair, Membership
Services Chair, Finance Committee Chair
UF committees: Reitz Scholars Mentor

Elaine Stuckman Associate Director
memberships: NASFAA, SASFAA,FASFAA
UF committees: Minority Recruitment and Retention Committee, Who's Who and Hall of Fame Selection Committee, Uni
versity Minority Mentor, Student Health Service Fee Committee

Ron Anderson Associate Director
Document Editing, Information/Publications Services, Outreach,
and Training & Development
memberships: NASFAA, SASFAA, FASFAA

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

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

Donna Kolb Student Affairs Coordinator
Scholarships, State Programs, Student Employment, Records/ Optical Scanning,
memberships: NASFAA, SASFAA, FASFAA

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

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

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



Student Financial Affairs Annual Report 2000-01










Peggy Myers Student Affairs Coordinator
Pell Grant, Awarding, Verification, Quality Assurance, and Athletes
memberships: NASFAA, SASFAA, FASFAA:Bonnie Pirkle Scholarship Committee; Student Affairs Sexism and
Homophobia 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 ADACommittee, Health Center
Student Conduct Standards Committee

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

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

Nolan Simmons Financial Aid Coordinator
Athletes
memberships: SASFAA, 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

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
















Student Financial Affairs Annual Report 2000-01





















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