• TABLE OF CONTENTS
HIDE
 Front Cover
 Title Page
 Table of Contents
 From the director
 An overview
 Philosophy and mission stateme...
 '01-'02 summary and highlights
 Fiscal review
 Administration
 Financial aid advising
 Financial aid programs
 Quality assurance/verification
 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 2001-2002
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 Material Information
Title: Annual report 2001-2002
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: 2001-2002
 Record Information
Bibliographic ID: UF00087105
Volume ID: VID00004
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
    '01-'02 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
    Quality assurance/verification
        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

Office for Student Financial Affairs
Annual Report
2001-02


UNIVERSITY OF
FLORIDA









annual report

office for student
financial affairs




july 1, 2001-june 30, 2002


Karen Fooks
Director

Rick Wilder
Associate Director

Elaine Stuckman
Associate Director

Susan Mickelberry
Editor

Jordana Kava
Cover, Editorial Assistant

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

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


Equal Opportunity/Affirmative Action Institution











table of


contents


Table of C ontents.................................................... ................................ iii
From the D director .................................................... ................................ 1
A n O overview ........................................................................ ...........................1
Philosophy and M mission Statem ent .................................. ...........................2
2001-02 Sum m ary and H highlights .................................... ...........................2
Fiscal R review ...................................................... ......................................... 3
A dm inistration ................................................... ......................................... 5
Financial A dvising .................................................. ................................ 7
C ustom er 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
Quality Assurance/Verification ........................................ ....................19
Quality Assurance......................... ....... ............................. 20
V verification ................................................... .................................. 20
Support Services .................................................... ................................ 21
Information/Publication Services .................... ....................22
Outreach and Training ............................. .............................23
Technical Systems & Processing........................................24
A w 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
SFA Staff............................................................. ...................................3 1
Professional Activities ...................................................... 33





iii








Student Financial Affairs continues to
support University of Florida students by
providing quality service, timely and
accurate financial aid awards, and reliable
consumer information to the achieve the
mission of Student Affairs: "Helping
Students be Successful."
Rick Wilder
Associate Director








from the director

I am pleased to present the 2001 02
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 2001 and continuing
through July 2002, as well as
information on the general state of the
office.
SFA continued its ongoing goal of
quality service for UF students. This
year, as in many previous years,
providing this service involved
implementing major new technology. In
2001-02, this included a new two-in-one
origination and disbursement process
for Direct Loans and Pell Grants and
ELM, an automated internet system for
processing private alternative loans. We
also converted completely to EAGLE
from CICS screens within the office,
and expanded and improved our Loan
Confirmation Site on ISIS, making it
more user friendly. Also this year,
SAIG, a Web-based data transmittal
system, replaced the TIVWAN data
transmission system, allowing us to
transmit Title IV data using existing
Internet Service Provider connections
rather than the Wide Area Network
(WAN). And last but not least, our new
technology also included a new phone
system. Needless to say, new
technology demands staff training, and
our Training and Systems areas had
their hands full keeping staff informed
and up to speed.
SFA staff are committed to providing
financial assistance to all students who
wish to achieve their educational goals
at the University of Florida (UF).
As always, the dedication and pride of
our staff helped us through the
moments when we wondered if we
could pull it together on time. 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 $295 million in
student aid from federal, state,
institutional, and private sources to an
enrolled UF student body of more than
45,000 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 2001-02








from the director

I am pleased to present the 2001 02
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 2001 and continuing
through July 2002, as well as
information on the general state of the
office.
SFA continued its ongoing goal of
quality service for UF students. This
year, as in many previous years,
providing this service involved
implementing major new technology. In
2001-02, this included a new two-in-one
origination and disbursement process
for Direct Loans and Pell Grants and
ELM, an automated internet system for
processing private alternative loans. We
also converted completely to EAGLE
from CICS screens within the office,
and expanded and improved our Loan
Confirmation Site on ISIS, making it
more user friendly. Also this year,
SAIG, a Web-based data transmittal
system, replaced the TIVWAN data
transmission system, allowing us to
transmit Title IV data using existing
Internet Service Provider connections
rather than the Wide Area Network
(WAN). And last but not least, our new
technology also included a new phone
system. Needless to say, new
technology demands staff training, and
our Training and Systems areas had
their hands full keeping staff informed
and up to speed.
SFA staff are committed to providing
financial assistance to all students who
wish to achieve their educational goals
at the University of Florida (UF).
As always, the dedication and pride of
our staff helped us through the
moments when we wondered if we
could pull it together on time. 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 $295 million in
student aid from federal, state,
institutional, and private sources to an
enrolled UF student body of more than
45,000 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 2001-02









philosophy and

mission statement


SFA is 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 that treat each student fairly
and equitably while taking unusual
circumstances into account.

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

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.


"01-"02 summary

and highlights


n 2001 02,SFAcontinued to enhance
and improve our Web presence,
converting completely to EAGLE from
CICSscreens within the office, as well as
expanding our ISIS presence and making
it more user friendly. We continued to
reap the benefits of the U.S. Department
of Education's (USDOE) new electronic
Master Promissory Note, as well as the
new federal student portal at
www.students.gov. "Improved
technology" was the byword this year, as
our staff spent long hours converting to
the Common Origination and
Disbursement (COD) system, a two-in
one origination and disbursement
process for Direct Loans and Pell Grants
and signed a contract with and began
using ELM, an automated, internet
system for processing private alternative
loans. The Student Aid Internet Gateway
(SAIG) allowed us to transmit Title IV
data to the federal processor over the
Web, and we took advantage of the
National Student Loan Data System's
(NSLDS) financial aid transcript
information for mid year transfer
students. As Florida Bright Futures
funds increased, we administered state
academic scholarship funds to an
additional 1,200 students. Funds paid to
overseas studies participants increased
by 17%, and non-traditional MBA
students receiving assistance increased
by 33%. In June 2002, SFAconverted to a
new telephone system, requiring
retraining of all SFA staff, and especially
phone room staff. As always, the
financial aid profession continually
changes and the technology improves
daily. These changes in technology keep
us busy striving to provide UFstudents
with the best financial aid services
available.
In 2001, USDOE announced an
expansion of its Web presence for
students that made life easier for
students and financial aid offices. It
launched a student portal at
www.students.gov to allow students
who have received Title IV aid to
research their personal data, increasing
students' awareness of loan
indebtedness and encouraging them to
take responsibility for tracking their
own aid history.


* USDOE also announced that an
electronic Master Promissory Note (E
MPN) for Direct Subsidized and Direct
Unsubsidized Loans would be ready
beginning July 2, 2001. The EMPN is
completed and signed by students over
the Web as an alternative to using a
paper note, greatly reducing the
paperwork and data entry required for
paper promissory notes.
* In this third year of active Stafford loan
confirmation, using student feedback,
we made our SFAConfirmation Web
Site more user-friendly and added
notifications with Web links for
students who had not completed their
E-MPN or first-time borrower Entrance
Counseling. Students who took
advantage of these received their loans
faster. We continued our efforts to
inform students of the required
Stafford Loan Confirmation process via
newspaper, special mail outs,
correspondence, and the weekly UF
electronic undergraduates update.
* Much time and energy was spent on
the system conversion from CICS
screens to EAGLE, a Web-based
processing system. Throughout 2001
02, testing, designing, and training was
in full swing as Systems and other
departments worked to verify accuracy
and improve EAGLE screen formatting.
* Common Origination and
Disbursement (COD). COD integrates
the origination and disbursement
processes of the current two systems
into one system. COD was officially
implemented by USDOE in April 2002.
As a full-participant school, SFA will
fully use COD's features for 2002-03 for
Direct Loans and Pell Grants.
Disbursements and Systems spent
summer 2002 converting to COD from
the Direct Loan legacy record format.
* ELM. In summer 2002, UFsigned a
contract with ELM. ELM is a non-profit
company supported by lenders,
guarantors, and services. ELM
provides automated alternative loan
processing, loan updates, and loan
information through the Internet. ELM
enables UFto offer students a
simplified, unified loan certification
and disbursement process for
alternative loans.


Student Financial Affairs Annual Report 2001-02









philosophy and

mission statement


SFA is 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 that treat each student fairly
and equitably while taking unusual
circumstances into account.

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

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.


"01-"02 summary

and highlights


n 2001 02,SFAcontinued to enhance
and improve our Web presence,
converting completely to EAGLE from
CICSscreens within the office, as well as
expanding our ISIS presence and making
it more user friendly. We continued to
reap the benefits of the U.S. Department
of Education's (USDOE) new electronic
Master Promissory Note, as well as the
new federal student portal at
www.students.gov. "Improved
technology" was the byword this year, as
our staff spent long hours converting to
the Common Origination and
Disbursement (COD) system, a two-in
one origination and disbursement
process for Direct Loans and Pell Grants
and signed a contract with and began
using ELM, an automated, internet
system for processing private alternative
loans. The Student Aid Internet Gateway
(SAIG) allowed us to transmit Title IV
data to the federal processor over the
Web, and we took advantage of the
National Student Loan Data System's
(NSLDS) financial aid transcript
information for mid year transfer
students. As Florida Bright Futures
funds increased, we administered state
academic scholarship funds to an
additional 1,200 students. Funds paid to
overseas studies participants increased
by 17%, and non-traditional MBA
students receiving assistance increased
by 33%. In June 2002, SFAconverted to a
new telephone system, requiring
retraining of all SFA staff, and especially
phone room staff. As always, the
financial aid profession continually
changes and the technology improves
daily. These changes in technology keep
us busy striving to provide UFstudents
with the best financial aid services
available.
In 2001, USDOE announced an
expansion of its Web presence for
students that made life easier for
students and financial aid offices. It
launched a student portal at
www.students.gov to allow students
who have received Title IV aid to
research their personal data, increasing
students' awareness of loan
indebtedness and encouraging them to
take responsibility for tracking their
own aid history.


* USDOE also announced that an
electronic Master Promissory Note (E
MPN) for Direct Subsidized and Direct
Unsubsidized Loans would be ready
beginning July 2, 2001. The EMPN is
completed and signed by students over
the Web as an alternative to using a
paper note, greatly reducing the
paperwork and data entry required for
paper promissory notes.
* In this third year of active Stafford loan
confirmation, using student feedback,
we made our SFAConfirmation Web
Site more user-friendly and added
notifications with Web links for
students who had not completed their
E-MPN or first-time borrower Entrance
Counseling. Students who took
advantage of these received their loans
faster. We continued our efforts to
inform students of the required
Stafford Loan Confirmation process via
newspaper, special mail outs,
correspondence, and the weekly UF
electronic undergraduates update.
* Much time and energy was spent on
the system conversion from CICS
screens to EAGLE, a Web-based
processing system. Throughout 2001
02, testing, designing, and training was
in full swing as Systems and other
departments worked to verify accuracy
and improve EAGLE screen formatting.
* Common Origination and
Disbursement (COD). COD integrates
the origination and disbursement
processes of the current two systems
into one system. COD was officially
implemented by USDOE in April 2002.
As a full-participant school, SFA will
fully use COD's features for 2002-03 for
Direct Loans and Pell Grants.
Disbursements and Systems spent
summer 2002 converting to COD from
the Direct Loan legacy record format.
* ELM. In summer 2002, UFsigned a
contract with ELM. ELM is a non-profit
company supported by lenders,
guarantors, and services. ELM
provides automated alternative loan
processing, loan updates, and loan
information through the Internet. ELM
enables UFto offer students a
simplified, unified loan certification
and disbursement process for
alternative loans.


Student Financial Affairs Annual Report 2001-02











fiscal review


* State Programs and Florida Bright
Futures Scholars (FBFS). An
additional 1,200students qualified for
state academic scholarships this year
because of the increased state funds
available through FBFS. However, no
FBFS funds were available for summer
2002, requiring extensive media
announcements to students
throughout the spring to plan ahead
for this loss of funding.
* SFA's Systems area purchased three
new OS X servers to enhance our
online and network capabilities-an e
mail server, a Web server, and a
Filemaker Pro server.
* The number of overseas study
participants receiving financial aid
increased from 760 in 2000-01 to 893 in
2001-02 even though Florida Bright
Futures Scholarship monies did not
pay during summer 2002.
. Two new non-traditional MBA
programs were created in 2001 02.
Non-traditional loan awards totaled
more than $2.5 million, and, 480
students enrolled in 14 non-traditional
MBAprograms, an increase of 118
students over last year.
* Systems staff installed the new Inter
Tel Phone System in June 2002,
requiring many staff hours as well as
complete retraining of SFA staff, in
particular, the Customer Service Phone
Room staff.
* Student Aid Internet Gateway (SAIG).
This year, SAIG, a Web-based data
transmittal system, replaced the
TIVWAN data transmission system,
allowing us to transmit Title IV data
using existing Internet Service
Provider connections rather than the
Wide Area Network (WAN).
* This was our first year using NSLDS's
new Student Transfer Monitoring
Process, by which NSLDS provides
financial aid transcript information for
mid year transfer students directly to
schools requesting it. Schools no
longer have to respond to financial aid
transcript requests.


FAfunctioned with a $3,401,337
operating budget in 2001 02.
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 67% of the total budget,
with the administrative allowance and
financial aid fee making up the
remaining 33%.

Staffing for 2001-02 was at 70.75 FTE as
of July 2002, a modest increase from
67.75 as of July 2001.


In 2001-02, the increase in Salaries is due
to annual raises and staff size up by 3.0
FTE. Operating Expenses increased
primarily in areas of building
renovations to better house staff and
phone equipment upgrades. Other
Capital Outlay expenditures continued
to decrease as the one-time allocation of
"Florida Academic Counseling and
Tracking for Students (FA.C.T.S.)"
money given to UF in 1999-2000 for
enhanced financial aid services and
information to students is depleted.
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 2001-02 2000-01 1999-2000

Salary $2,630,254 $2,500,005 $2,310,455

Operating Expense 384,843 347,856 385,304

Other Personnel Services 153,344 135,298 82,133

Other Capital Outlay (OCO) 14,809 74,799 127,287

Federal Work-Study Salaries 218,087 188,334 188,760


Student Financial Affairs Annual Report 2001-02








administration


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

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


special programs
-quality assurance
-verification

support services

-outreach & training
-information/publication services

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


~.
1~
~c~












"'Providing avenues of financial
assistance to University of
Florida students is our primary
mission. In an everchanging
financial aid climate, finding the
best way to do this is our
greatest challenge."

Ron Anderson
Associate Director








administration


As federal and state funding of
student education grants continues
to decrease and borrowing continues to
rise, effective distribution by the
financial aid office of funds available to
qualified students becomes increasingly
important. The administrative staff of
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
secretarial support 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 three
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 second
associate director oversees technical
areas, processing areas, and student
employment, which includes
supervising two student affairs
coordinators. The third associate
director is responsible for the training
and development, outreach, and
publications and Web areas, which
includes supervising two financial aid
coordinators and an information/
publications coordinator. Additionally,
the three associate directors 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.


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 2001-02











"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








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 University of Florida's (UF)
financial aid office a national leader in
the administration of financial aid.

Although we enjoyed staff stability in
customer service during the 2001-02
year, half of our advisers had less than a
year's financial aid experience. Customer
Service staff included a Student Affairs
Coordinator III (Assistant Director), six
Student Financial Aid Coordinator IIs,
five Student Financial Aid Coordinator
Is, a Clerical Supervisor, two Senior
Clerks, a Clerk and a full-time OPS
position.

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
incoming phone calls to the non
administrative financial aid sections. 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. In
June 2002 a new phone system was
installed requiring complete retraining of
phone staff, who were instrumental in
accommodating the smooth transition to
the new system by the entire office.

During 2001-02, the customer service
telephone bank handled 47,104
telephone calls, 4,559 fewer calls than the
previous year. We attribute this decrease
due to the availability of general


financial aid information through the
numerous electronic services that
students can use to access their financial
aid information. However, the calls
handled by the phone bank tend to be
more complicated, requiring more time
assisting callers or taking messages and
completing problem inquiries to answer
students' questions.

Customer Service advisers assist UF aid
applicants, prospective applicants, and
families with financial aid application
procedures and other financial aid
functions, such as 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, including 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 SFAStudent Info E-mail service,
several MBAnon-traditional programs,
SFA's academic progress program, and
UF's 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
special admissions program. Summer
2002 enrollment was slightly higher than
in 2001. In summer 2002, 501 students
were admitted-54 more than in 2001.
The increase is attributed to increased
recruiting efforts by admissions
personnel, and the addition of a new
SFATraining and Outreach Coordinator
who accompanies Admissions Office
staff on recruitment trips. Of the 501
students admitted in summer 2002, 281
actually enrolled, an increase of 94
students from last year. Of these
students, 279 received more than
$595,768 in grants to meet their total
costs for the summer program, an
increase over 2001 of 135 financial aid
recipients and $282,549 in financial aid
monies. (Note: aid recipient figures do
not include athletes admitted through
the AIM program.)


*Overseas Study Students with Aid
The number of students participating in
UF-sanctioned overseas studies
programs continues to be strong, even
after the events of September 11, 2001.
The number of students attending such
programs dropped slightly from 1,230 in
2000-01 to 1,197 in 2001-02. The number
of participants receiving financial aid
increased from 760 in 2000-01 to 893 in
2001-02 even though Florida Bright
Futures Scholarship monies did not pay
during summer 2002. Financial aid
packages routinely are supplemented
with Federal Direct Stafford Loans
(subsidized and unsubsidized), Federal
Direct PLUS Loans, or private loans to
offset costs of studying abroad.

* Extenuating Circumstances Reviews
Customer service advisers counsel
students about the revision petition
process. Students have the right to, and
are given the opportunity to, petition
parental contributions, student
contributions, and dependency status if
they have extenuating circumstances not
reflected in the initial eligibility
evaluation. Three hundred twenty-six
petitions were received in 2001-02, as
compared to 274 in 2000-01, but only 178
were approved, which was only one
more than last year. The approval
percentage fell from 65% in 2001 02 to
55% in 2001-02. The increase in the
number of petitions received and decline
in approval rate may be the result of a
shift in office philosophy to encourage
the petition process even when the
professional opinion of staff is that the
situation is not of an extenuating nature.

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


Student Financial Affairs Annual Report 2001-02











"partner" institutions while taking UF
coursework. For several years, we have
processed financial aid for students
enrolled in the following concurrent
enrollment programs:

New World School of the Arts, Miami,
Florida. Students take classes from
Miami-Dade Community College and
UF In 2001 02, 83 students received
financial aid to attend this program.
UF Milton Program, Milton, Florida.
Students enrolled in this IFAS extension
program may take classes at Pensacola
Junior College, University of West
Florida, and UF. In 2001-02, SFA
processed financial aid for 14 students
UF Fort Lauderdale Program. Students
enrolled in this program may take
classes at FAU and Broward Community
College. Five students received aid
through this IFAS extension program in
Fort Lauderdale in 2001 02.
UF Fort Pierce Program. This IFAS
extension program allows students to
take courses through Indian River
Community College. In 2001 02, aid was
processed for four 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 2001-02, UF
processed financial aid for 130 students
participating as SUS transients.

Visiting students receiving aid from
other schools totaled 36.

*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 aid for which the student is eligible
based on the program. To facilitate the
processing of aid for these students, a
Coordinator II position was jointly
funded by our office and the College of
Business administers MBA programs.
This award year, two programs were


added. Four hundred and eighty
students enrolled in 14 non-traditional
MBAprograms, an increase of 118
students from those enrolled in similar
programs in 2000-01. SFAfirst began
processing Federal Direct Stafford Loans
for students enrolled in these non
traditional MBA programs in 1999-2000.
Before this, students participating in
these programs were considered eligible
only for private loans. During 2001 02,
SFA processed private loan applications
for 44 of these students and Federal
Direct Stafford Loans for 181 students, 50
more than last year. Loan awards totaled
more than $2.5 million.

* Emergency Short-Term Loan Program
Short-term loan (STL) volume has
remained consistent over the past few
years, with the greatest need for
assistance coming at the start of fall
term. During 2001 02, 785 different
students borrowed STLfunds to the tune
of $739,180, compared to 788 students
borrowing $708,812 last year. During
2001 02, 399 students borrowed STL
funds in the fall, 145 in the spring, and
318 in the summer. The number of
borrowers during summer 2002
significantly increased over loans
processed in summer 2001, but the
increase was offset by decreases during
fall and spring compared to last year.
The elimination of summer 2002 Bright
Futures funding may have contributed
to increased STL borrowing in summer
2002. Some loans included in these
statistics reflect repeat STL borrowers
over the course of the academic year.

* SFAStudent Info E-Mail Service
SFA's Student Info E-mail Hotline was
established in September 1995 to enable
students to ask general financial aid
questions without having to come to
Criser Hall. Due to confidentiality
regulations, we cannot respond to
specific requests about individual
financial aid files, but we can provide
helpful, general information about the
financial aid process as well as program
availability and eligibility requirements.
The volume of e-mail inquiries seems to
be holding steady. Statistics for 2001-02
indicate we received 5,682 inquiries as
compared to 5,725 last year. The current
trend indicates that even with ISIS, an
updated SFAWeb site, and the "Ask UF"


Automated Inquiry System, students are
consistently using this e-mail service.

*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 petitions
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.
Atotal of 3,363 files were terminated or
suspended in 2001-02, and 1,893
petitions were reviewed, 872 more than
last year. The increase reflects the
number of students on warning status
because they were approaching the
maximum hours and/or maximum
terms allowed for their degrees. A total
of 743 petitions were reviewed for
suspension or termination, 872 fewer
than in 2000-01. This decrease, although
not proportional to the decrease in
number of students meeting "academic"
suspension or termination conditions for
the same years, is the result of students
identified as "potential walk-aways"
who did not necessarily need to petition


Student Financial Affairs Annual Report 2001-02








satellite offices


as the termination was not due to lack
of academic progress.
Unofficial Withdrawals. In recent
years, the federal government has put
pressure on schools to document that
students who receive financial aid
funds actually have attended class. In
particular question are students who
receive federal aid whose end of term
grades are 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
students' class attendance. For students
for whom we cannot obtain proof of
attendance, UF must reimburse the
federal accounts. During 2001-02, 318
such students were flagged, 19 more
than last year, and UF was required to
reimburse the accounts for 68 students
in the amount of $48,946. Three factors
contributed to the increase: (1) a full
time SFA staff person worked solely on
academic progress petitions and
unofficial withdrawals; (2) the Provost's
office was instrumental in the increased
responses from departments regarding
attendance records; and (3) more
students responded to the request for
proof of attendance, thanks to SFA news
articles and newsletters.

Looking Ahead
Budget call backs and a hiring freeze
could again slgnificantly affect
CuRtomcr Service in 2002 A0 if we
experience staff turnover High st'ss
and low pay continue to make it
difficult for uo to retain the high quality
Staffwe c11tically need. Front deok
burnout often reoulto in 1055 of
Cuotomcr Service taff to better paying,
less stsesful SEA positions. We are also
concerned about the impact of the new
Eagle data system that will replace most
NERDC sciens on our ability to mo.
tPnff:2 thro fqh o:r 2ffic .it 2 ffi2:t4


. 1


Student Financial Affairs (SFA)
supports four professional positions
designed to accommodate special
needs 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,
including: financial aid presentations
for dental admission days, helping
students through the application
process, debt management, daily
walk-in counseling, and exit
interviews for graduating seniors. The
office is located in the UF Health
Sciences Center in the Dental Tower,
D3-#17A.

Colleges of Health
Professions, Nursing,
Pharmacy, and Veterinary
Medicine
The Health Sciences Center (HSC)
Financial Aid Administrator is
responsible for the coordination of all
financial aid services for each college.
These services include awarding, aid


packaging, and debt counseling for
more than 1,900 students. Further, the
HSC aid administrator provides the
colleges with the financial data needed
to award scholarships, coordinates all
financial aid services, and assists in
awarding and packaging all college
based loans and scholarships.
Emphasis is placed on counseling
students to reduce student loan debts
as well as on providing up-to-date
information about federal aid
programs and requirements. The HSC
Financial Aid Office is in UF Health
Sciences Center Room CG-96.

College of Law
Of about 1,100 UF law students,
approximately 90% receive some form
of financial aid. During 2001-02, almost
$14,000,000 in federal loans were paid
to 937 students. The Law School
Financial Aid Office, in 164 Holland
Hall, is administered by a Financial Aid
Coordinator, who is 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 an ex-officio 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 fifty students
received $761,444 from these funds in
2001-02. In addition, approximately $1.5
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 980 medical,
graduate, and physician assistant
students. More than 600 students use
the office for some type of 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


Student Financial Affairs Annual Report 2001-02


and timely manner during peak
periods. Students may experience
1 .


Student Fiaca Aff P IPPairs Annul R t 2








special programs


interviews. The College of Medicine
aid office administers more than 50
loans and scholarships. In 2001-02
COM students were paid more than
$8,850,000 in student loans and
$1,560,000 in scholarships.


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

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

VA Work-Study/Tutorial
Assistance Adviser
The position for the adviser for the
federal VA Work-Study and VA
Tutorial Assistance programs is
funded by the federal government to
provide 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 2001-02










"The Federal Direct Loan Program
continues to be one of the most cost
effective and efficient ways to borrow
funds for higher education. With
interest rates at an all time low and an
increase in both program automation
and electronic services, borrowing
funds for college has never been as easy
or as expedient as it is today."

Donna Fowler
Student Affairs Coordinator













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.








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. FSAG is 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 to
$17,744,788 in 2001-02 from $15,105,724
last year. The number of Pell Grant
recipients increased to 7,361 from 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 2001-02, $2,343,549 was
disbursed to 2,246 students through this
program, up from last year's figures of
$2,242,790 to 2,231 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 2001-02, $9,692,245 were
awarded to 4,086 students, up from last
year's totals of $6,625,976 awarded to
3,343 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 2001 02, 3,966 UF students
received awards totaling $4,479,302,
down from 2000-2001,when 3,983 UF
students received awards totaling
$4,589,147. More information about state
programs can be found in the State
Programs section of this report.


Student Financial Affairs Annual Report 2001-02


$20,000,000



$10,000,000


2001-02 2000-01 1999-00
Pell Grant Dollars Disbursed


2001-02 2000-01 1999-00
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)
Review of statistics on custodial
awards received by UF students reveals
significant growth over the last three
years. This growth is demonstrated by
the following statistics:

1999-00: 9,246,294 to 5,791 students
2000-01: 10,361,879 to 5,574 students
2001-02: 11,190,002 to 5,984 students

This continued growth may be
attributed to several factors, including
the higher level academic performance
of our students. Academically elite
students have the tendency 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.

Other Scholarship Statistics
The statistics below 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
2001-02-$19,195,902-demonstrates an
increase of just over $2.2 million dollars
from the previous year.


2001-02 2000-01 1999-00
Number of Scholarship Awards
*Excludes State Scholarships, Custodial
Awards, and Tuition Fee Waivers


Student Financial Affairs Annual Report 2001-02


$20,000,000,


$15,000,000

$10,000,000

$5,000,000


2001-02 2000-01 1999-00


Scholarship Dollars Disbursed
*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
26,828 awards to students enrolled at
UF, who received a total of $55,641,703
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:

1999-00: $40,072,779 to 17,894 students
2000-01: $47,132,734 to 21,187 students
2001-02: $47,278,120 to 22,368 students

No funds were available through Bright
Futures for summer 2002, requiring
extensive media announcements to
students throughout the spring to plan
ahead for this loss of funding.

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

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


Student Financial Affairs Annual Report 2001-02


$60,000,000
$50,000,000
$40,000,000
$30,000,000
$20,000,000
$10,000,000


2001-02 2000-01 1999-00
State Program Dollars Disbursed


2001-02 2000-01 1999-00
Number of State Program Recipients








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 UF
As such, Student Employment
communicates employment policies
and procedures to UF offices and
conducts annual training sessions for
departmental employment
coordinators.
Student Employment processes all
paperwork required to appoint students
to campus jobs and enter them into the
university payroll system; develops and
updates forms; monitors student
earnings; maintains and posts job listings
from on and off campus employers;
provides job counseling to students; and
issues UF Work-Permits, offering the Dial
Up Work-Permit Request Service, which
allows students to request work permits
by phone.

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


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

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

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

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


Statistics
During the year 2001-02, the total
amount of FWS (including FCS) and
OPS Earnings was $11,683,150 which
was paid to 7,405 students.

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.

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 2001-02


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

$8,000,000
a' -- r .I L
$6,000,000 It. I r
r, LIZ c a
a' Il Cl W
$4,000,000 r 1 21

$2,000,000

$0
2001-02 2000-01 1999-00
Dollars Disbursed through Employment


2001-02 2000-01 1999-00
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 2001-02 school year was UF's
eighth 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. Repayments are made
to USDOE's Federal Loan Servicer.
Loan Certifications consists of a
Financial Aid Coordinator III, a
Coordinator II, two Financial Aid
Coordinators, and a Program Assistant,
Staff are 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.

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.
FDUSL was developed to meet the
educational costs for middle-income
students who do not qualify, in whole or
in part, for FDSL.


"Unsubsidized" means the interest is not
deferred while the student is in school.
Because unsubsidized loans are not
need-based, students may borrow funds
over and above their eligibility for
subsidized Direct Stafford funds, either
up to their cost of attendance minus
other aid, or up to Federal Stafford Loan
program limits, whichever is less.
* Federal Direct Plus Loans
(FDPLUS)
The FDPLUS program was designed to
help parents meet the expected family
contribution toward the student's
educational expenses, with loans not to
exceed the student's cost of attendance.
FDPLUS does not require students or
families to demonstrate need.
*Private Loans
Number of private lenders offer loans
that allow a student to borrow funds
equal to their cost of attendance less
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.

In Review
*Statistics
FDSL/FDUSL funds paid to students
rose from $116,429,903 in 2000-01 to
$118,511,375 in 2001-02. The number of
loans awarded also increased-by
684-up to 29,565. This increase may
be due to the increased amount of
state-awarded aid provided to our
students this year.

For the period July 1, 2001, through June
30, 2002, the FDSL/FDUSL interest rate
was set at 5.39%. FDSL/FDUSL loans
are capped at 8.25%.
The total amount borrowed in PLUS
loans for the 2001 02 year was
$3,271,934, a decrease of $515,710 from
the previous year. This decrease may be
due in part to marketing efforts of the
private loan sector. Other reasons may
be the parent's creditworthiness and the
ability of students to then borrow
unsubsidized loan funds.

For the period July 1, 2001 through June
30, 2002, the FDPLUS variable interest
rate was set at 6.79 and capped at 9%.


For Private Loans, the dollar amount
processed for UF students in 2001-02
was $3,225,972.

*Loan Default

UF's Federal Direct Loan Program's 2000
Cohort Default Rate was 3.4%, well
below the national average and
threshold of 20% that mandates default
reduction measures. Nevertheless, SFA
and University Financial Services
continue to stress the need to avoid
unnecessary borrowing and 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
students can review their loan debt prior
to accepting additional loan funds.

*Regulatory Update
On February 8th 2002, President Bush
signed the 6.8% Fixed Interest Rate/
Lender Yield Bill (S. 1762), which
amends the Higher Education Act of
1965 to establish fixed interest rates for
student and parent borrowers and
extend current law in regard to special
allowances for lenders. The legislation
sets a fixed interest rate of 6.8% for
student loan borrowers and a fixed rate
of 7.9% for parent borrowers. In addition
the bill enables lenders to use the current
methodology for determining lender
yield after July 1, 2003. These provisions
will be effective July 1, 2006.
*Interest Rebate
In 2000 the Federal Government offered
Direct Loan borrowers a 1.5% interest
rebate to encourage timely repayment.
In 2000-01, the rebate was credited to a
student's account when a disbursement


Student Financial Affairs Annual Report 2001-02












34,000
32,000
30,000
28.000
26,000
24,000 .
22,000 A
20,000
2001-02 2000-01 1999 00
No. of Stafford Loans Awarded

was received by the Direct Loan
servicing Center. Beginning in 2001-02,
the 1.5% interest rebate was provided to
borrowers as an up-front add-on to each
Direct Loan disbursement. This change
required numerous modifications to our
screens and automated systems.

Technological Services
* Electric Master Promissory Note
In 2001, the Department of Education
announced that an electronic Master
Promissory Note (E-MPN) for Direct
Subsidized Loans and Direct
Unsubsidized Loan would be ready
beginning on July 2, 2001. The E-MPN
can be completed and signed by the
student over the Web as an alternative to
using a paper note. This process greatly
reduced paperwork and data entry
required for paper promissory notes.

* EAGLE
An extensive amount of the 2001-02
school year was spent on the system
conversion from CICS screens to
EAGLE, a Web-based processing system.
The new system provided more detailed
screen descriptions and header
information, but also caused a


800
700II
600
500 11K
400~ E E r
300 i.:r
200 C-
100
0
2001-02 2000-01 1999-00
No. of FDPLUS Recipients


slowdown in production due to the
amount of scrolling required.

* Common Origination &
Disbursement (COD)
Summer 2002 was spent converting the
Direct Loan legacy record format to the
COD system. COD, which uses XML
computer language, integrates the
origination and disbursement processes
of the current RMF and DLOS into one
system. In the future COD will also
accept student-level data for campus
based programs. The conversion to
COD was not without problems.
Origination batches delayed in the
COD system and the receipt of
erroneous Master Promissory Note
information were two problems that
continually caused delays in the
disbursement of fall funds. These and
other COD system problems were not
resolved until well into the fall term.

*NSLDS
Effective July 1, 2001, all schools were
required to use the National Student
Loan Data System (NSLDS) for all
applicants. Anew NSLDS transfer
monitoring process was implemented,
requiring schools to inform NSLDS of all
mid year transfer students. NSLDS
monitors these students and alerts
schools of changes affecting the student's
eligibility. Schools no longer have to
respond to financial aid transcript
requests.

*ELM
In the summer of 2002, UFsigned a
contract with ELM. ELM is a non-profit
company supported by the lenders,
guarantors, and services who are its
members. ELM provides automated
alternative loan processing, loan
updates, and loan information through
the Internet. ELM enables UFto offer
students a simplified, unified loan
certification and disbursement process
for alternative loans .

*Confirmation Site
Specifications were developed to
simplify and enhance the Loan
Confirmation Web site. Due to time
constraints in the Systems department,
these changes have not been finalized.


* UF Web Services
UF Web services to students continued to
improve, with additional online services
and added links to federal information.
Through Wednesday E-mails, SFA was
able to notify freshmen of important loan
information.

* Student Aid Internet Gateway
(SAIG)
SAIG, a Web-based data transmittal
system, replaced the TIVWAN data
transmission system. The conversion
allowed schools to transmit Title IV data
using existing Internet Service Provider
connections, instead of the Wide Area
Network (WAN).

Future Objectives

* Continue to refine the automated loan
system to ensure it is accurate, is user
friendly, and will accommodate the
need for individual coding for the
specialty programs developed yearly.
*Develop new ways students can
interact with Loan Certifications
electronically.
* Monitor the electronic promissory note
process to ensure correct, timely
information is transmitted from the
LOC to COD and from COD to UF.
* Work with DOE to correct errors in the
COD process and continue to offer
suggestions to simplify and enhance
the process.
* Develop ways to improve EAGLE.
* Review UF's internal Loan History
program. This review will be necessary
due to NSLDS receiving loan data
weekly rather than monthly from the
Direct Loan Servicing Center.
* Prepare for UF's conversion to the
UFID as the student identifier. During
the 2002-03 school year, all Social
Security number fields will be replaced
by a number field called the UFID. All
screens and documents will need to be
revised to reflect this change.
* Monitor changes resulting from the
reduced number of loans listed in the
NSLDS loan detail section of SAR file.
* Review (1) USDOE's Federal Student
Aid Programs, and Final Rules and (2)
Reauthorization proposed regulations.


Student Financial Affairs Annual Report 2001-02












"Easing students through the complicated
process of institutional verification is a major
focus here in Student Financial Affairs."
Peggy Myers
Student Affairs Coordinator








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
The Department of Education initiated
a redesign of Quality Assurance (QA)
practices in the 2000-2001 academic
year. Schools collect "initial" and "paid
on" financial aid data and perform
statistical analysis to assess institutional
verification practices. Self assessments
of management practices are also
performed.
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 2001-02 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 document collection and assist
with data analysis. The consolidation of
staff expedited document collection,
and at the same time, exposed the
verification staff to the QA
methodology and philosophy.

Statistics
For 2001-02, 10,344 student files were
selected for verification. Of that total,
7,604 students completed the process,
yielding a 74% completion rate.


Student Financial Affairs Annual Report 2001-02












"In 2001-2002 Information and Publications
strove to bring a creative approach to both
our online and printed materials. We
designed a new, more user-friendly Web
site to ease the students' use and
understanding of the vast amounts of
information and resources available to
them through Student Financial Affairs,
and to help them maximize their potential
in securing financial aid to achieve their
educational and life goals."

Jeff Stevens
Computer Support Specialist








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 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;
the SFA Web site; 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 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.
Publications continued to issue news
releases on important financial aid
activities and information. Widely
publicized this year were the
introduction of the Financial Aid 101
tutorial on the site; the relocation and


remodeling of our SFA Resource
Center; the unavailability of Florida
Bright Futures for Summer '02;
summer aid procedures and
requirements, and suggestions for
alternative funding; the importance of
understanding the difference in the UF
PIN, the Federal PIN, and the State of
Florida PIN; and the fact that 50% of
UF students are now applying online
for financial aid!

SFA continued to participate in ASK
UF, a UF Web information service,
allotting Information/Publications
staff resources for this purpose, in
conjunction with Customer Service
staff. The top two financial aid
questions "How much does it cost to
attend UF?" and "When should I
apply for financial aid to attend UF?"
In the area of print publications, SFA
continued to produce the SFA Newsletter
three times a year, and we continued to
produce our brochures series, revising,
updating, and reprinting as necessary.
Our SFAWebmaster, a team member of
Information/Publications, redesigned
SFA's Web site for easier use, and went
a step further by designing and
launching a new tutorial for incoming
students: Financial Aid 101. The site
also 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. SFA's Web
coordinator continued to maintain the
Division of Student Affairs Web site
and also designed a new site for .
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
* 2001 02 Gator Aid Handbook
* 2001 02Gator 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, ist-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
* 2000-01 Student Financial Affairs
Annual Report
* 2001 02 Student Employee Handbook


Student Financial Affairs Annual Report 2001-02








Outreach and

Training


The Outreach and Training Section
coordinates all outreach activities to
parents, students, and high school,
university, and community groups, as
well as coordinating an ongoing training
program for SFA staff and student
assistants.
In 2001 SFAconsolidated information
and outreach under one Associate
Director to improve information flow
and increase quality control of our
information and outreach efforts.
Outreach and Training, together with
Information/Publication Services section
now work together toward that goal.

Outreach
In 2001 SFA 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. AUF team travels throughout
the southeast focusing its efforts on
underserved areas of these states. The
primary goal of the SFA outreach adviser
is to reach out to incoming freshmen and
transfer students through presentations,
lectures, conferences, workshops, and
other recruitment functions. SFA is
excited to be part of this effort to help
bring quality and diverse students to UF.
SFA Outreach also provided financial aid
literature and SFApublications to parents
and students at college fairs and
academic programs. This year about half
of the students seen by SFA Outreach
were potential UFstudents; the other half
were registered or admitted UF students.
In January and February 2002, SFA
sponsored financial aid workshops to
distribute applications, explain the
financial aid process, and answer
questions targeting all students interested
in applying for financial aid: sessions
were held at local area high schools, UF
residence halls, and 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
published in the Independent Florida
Alligator and advertising ran on the
campus housing channel (Channel 8).


Additional outreach presentations were
made to special-interest groups and high
schools bringing financial aid
information to students, parents, and
college administrators. Presentations
were made to high school guidance
counselors, UFadmissions officers, and
UF academic advisers (CLAS).
Outreach was also involved with the
following programs that facilitate
minority recruitment at UF: Destination
Gainesville, College Summit, PAACT &
AIM, the African American High School
Scholars Program, the Hispanic/Latino
High School Scholars Program, the High
School Guidance Counselor Workshop,
and the BIOTRAC (Biomedical
Residential College Experience)
Program.The McNair Scholars Program,
the STEPUP VIII Program, and the
Institute of Black Culture also called on
SFA Outreach to provide financial
information to minority students.
SFAalso continued to participate in
Preview, the summer freshman
orientation program. Our presentation,
"Money Matters," was presented twenty
two times during Summer 2002. Money
Matters was formatted into a formal
PowerPoint presentation that allowed
Outreach and Training staff to
thoroughly brief students about financial
aid programs before they entered UF. In
the summer of 2002, 6,618 students and
around 14,000 family members attended
Preview sessions. Each student received a
copy of the Gator Aid Handbook.
SFA outreach staff also 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.
Outreach and Training also participated
in all regular student orientations during
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 Associate Director
represented UFat various conferences
and meetings for the Florida Association
of Student Financial Aid Administrators


(FASFAA), also serving this year as
FASFAA Vice President for Training.
Presentations included an overview of
the National Student Loan Data System,
a New Aid Officers Workshop, a retreat
for support staff, and a two-day seminar
for experienced aid officers.

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
matters, which 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 2001-02











I/


The Data Piocessing/Mailroom Section starts the
financial aid application processing cycle by
mailing out all financial aid award letters,
Information Request Forms, student loan, and
follow-up letters. The staff receives, sorts, date
stamps, and scans documents and distributes
incoming mail. The application year begins with a
bulk mailing of financial aid application packets
to Florida high schools and community colleges at
the beginning of every application year. "We
strive to bring order out of chaos. We keep afloat
in a continuous sea of paperwork and forms so
you don't have to."
Annalise Adams
Program Assistant








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
statuses 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 who helps
manually process paper checks. The staff
monitor checks from private lenders,
state issuing agencies, and donors, and
code and file all checks.
Disbursements finally reviews 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 for direct disbursement to
students, or for deposit with UFS for
disbursement to students. Staff also
return to donors funds for which
students are ineligible.

Disbursements also manages monthly
and academic year fund reconciliation
between UF and the federal government
for all Federal Direct Loan funds. This
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
* Direct Stafford Loan Electronic
Master Promissory Note (E-MPN):
On July 2, 2001, the U. S. Department
of Education (USDOE) implemented
their federal E-MPN Web site allowing
new Direct Stafford Loan borrowers to
complete their required Master
Promissory Note s online. SFA informed
students of this site through various
media and in documents included


with Direct Loan award information.
The new technology uses a student's
federal PIN as the electronic signature
for the E-MPN. Schools using this
option receive electronic notification of
each student's completed, valid E
MPN, significantly reducing paper
handling and data entry at UF. We
were very pleased with the
smoothness of first year E-MPN use.
Regarding Disbursement edits,
USDOE began oversight of monitoring
MPN expiration dates for 12-month
and 10 year periods. We modified
screens and edits accordingly.
* Federal PIN Web Site: Federal PINs
are used as an electronic signature for
the E-MPN and, in the future, will be
used to e-sign other documents.
Beginning January 1, 2001, USDOE
reduced response time for applicants
to receive PINs to three days (via
email) from the former seven to ten
days (by mail). The e-mail directs
users to a Web URL where the PIN is
obtained. For Disbursements, faster
PINs translated to faster release of
funds to Stafford Loan recipients.
* TIVWAN to Student Aid Internet
Gateway (SAIG): The transition from
the former federal Title IV mailbox, to
a totally Web-based system occurred
October 1, 2001. The new ED
Connect/SAIG mailbox makes more
user information available to schools
on electronic files sent and received
and temporarily stored-an additional
step by USDOE to convert all data
and information systems to the Web.
* Student Portal: The federal School
Portal, created by USDOE in 2000-01
has been a valuable tool. Following
suit, a student portal was launched in
2001 02 to allow students who have
received Title IV aid to research their
personal data at their convenience,
increasing students' awareness of loan
indebtedness and encouraging them
to take responsibility for tracking their
own aid history.
* Confirmation Web Site: SFA's policy
states that students must confirm they
desire their Stafford loan funds as a
requisite to SFAdisbursing the funds.
In this third year of active Stafford
loan confirmation, using student


Student Financial Affairs Annual Report 2001-02















feedback, we made our SFA
Confirmation Web Site more user
friendly and added notifications with
Web links for students who had not
completed their E-MPN or first-time
borrower Entrance Counseling.
Students who took advantage of these
notices and links received their loan
funds faster. We also continued to
expand efforts to inform students of
the required Stafford Loan
Confirmation process via newspaper
articles and notices, special mail outs,
correspondence, and the weekly UF
electronic undergraduates update.
* Common Origination and
Disbursement (COD): COD was
officially implemented by USDOE in
April 2002. SFA's Disbursements
Coordinator III and Systems staff
spent much time preparing for the
major switch from the Loan
Origination Center/Loan Origination
System, to COD for 2002-03. As a full
participant school, SFAwill fully use
COD's features for 2002-03 for Direct
Loans and Pell.
* Reconciliation of Direct Loan data
with USDOE: Due to the upcoming
transition to COD for 2002-03 and the
approaching shutdown of the LOS,
USDOE set a close-out deadline of
December 31, 2002, for 2001-02
mandating close-out seven months
earlier than other years.
Disbursements is working closely with
the business office to accomplish this.
We anticipate close-out by mid
December 2002 with an ending cash
balance of $0 (out of $120 million in
disbursed Direct Loan funds).
e National Student Loan Data System
(NSLDS): This was our first year
using the new NSLDS Student
Transfer Monitoring (FAT) Process, by
which NSLDS provides FAT
information for mid year transfer
students directly to schools requesting
it. For spring and summer transfer
students, no disbursements were
made until data was received and
cleared using the new process.
Regarding NSLDS' loan history detail,
UF noticed and reported a data
problem involving inaccurately
reported Loan-Amount-Approved


figures being provided by the Direct
Loan Servicing Center for Stafford
Loans. The problem was resolved in
March 2002 (although no retroactive
clean-up was done).
SNERDC/EAGLE: Financial aid
screens were available on a parallel
basis using NERDC CICS screens and
the new Web-based EAGLE
(Enhanced Application Generation
Language for the Enterprise) screens.
Throughout 2001-02, much testing,
designing, and training occurred as
Systems staff and other departments
worked to verify accuracy and
improve EAGLE screen formatting,
critical since the start of 2002-03 was
designated as the EAGLE-screens
only launch point. Disbursements
worked on the Actual Disbursements
screen and Checks file screen, and
helped test other screens.
* ELM/Private Loans: ELM Resources,
a non-profit organization comprised
of lenders, guarantors, and services
provided UF with a proposal for
certifying and delivering funds for
private loans. We accepted the plan,
which included on-line loan
certifications and overnight check
delivery via ELM's disbursement arm,
the NDN (National Disbursement
Network). We proceeded with
requisite profiles, training, etc., and by
summer 2002 were in full swing. After
minor modifications, we were pleased
with the overall ELM delivery system.
* Loan origination fee: The 3%
origination fee for Stafford Loans, and
4% for PLUS loans remained in effect.
* Interest Rebate: Several years ago, 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. To
retain rebate eligibility, students must
make their first 12 payments on time.
For 2001-02, the Task Force mandated
the interest rebate be "up-front,"
increasing the amount students realize
from loan proceeds. We modified our
screens, files, and disbursements for
the upfront rebate.

* First Disbursement Flag: Direct
Lending enhanced the facility with


which schools send any actual
disbursement as the first loan
payment by creating a "First
Disbursement Flag, saving many
man-hours of manual entry by LOC
staff. This small flag gave great relief
in having payments accepted/booked
by the LOC, and reconciling with the
Department of Education at close-out.

Statistics
In 2001 02, Disbursements monitored
and authorized disbursement of
$38,041,873 in grant funds, $102,856,612
in scholarships, and $131,487,187 in
student loan funds. The total amount
authorized through this section was
$272,385,672.

Looking Ahead
* EAGLE: Beginning fall 2002,
academic year screens will be
available only in EAGLE. However,
Disbursements will continue to rely
on various NERDC/CICS screens
from the Registrar's Office and UFS.
The old Checks History file will be
permanently archived to microfiche,
rather than formatted to EAGLE.
Scholarships: For more efficient
processing, Disbursements will make
2002-03 processing changes after fall
Rush. Data Processing will key most
daily incoming scholarship checks on
batch entry screens, allowing
Disbursements to control deposits,
SAMAS account numbers, etc., while
providing for a higher bulk of check
entry at peak times. Other changes
are planned to provide more updates
to the Award and Check files by the
system. We will have a photocopy
machine specifically for our use,
greatly increasing check security and
efficiency by no longer taking checks
out of our area to photocopy.
ELM/Private Loans: UF intends to
continue using ELM/NDN for
certifying and disbursing our
numerous private loans.
COD: Implement COD, using new
file layouts, transmission methods,
edit codes, etc., a big change for both
Systems and Disbursements.
NSLDS: This year, USDOE


Student Financial Affairs Annual Report 2001-02














announced a coming change to the
NSLDS loan history detail portion of
ISIR's and query files. Instead of
reporting a student's twelve most
recent loans, NSLDS will report six,
which will affect Disbursements
whenever a student's loan maximum
is in question for yearly or aggregate
amounts. Disbursements will acquire
on-line capability to NSLDS to ensure
immediate and full access to data.
In 2002-03, the Direct Loan Servicing
Center will report loan data to
NSLDS weekly, not monthly,
significantly increasing usefulness of
online NSLDS Web data and data we
receive weekly via ISIRs, possibly
allowing us to simplify disbursement
edits for Loan History amounts.
* Other USDOE Enhancements:
USDOE has announced they will
increase the capacity of the federal
PIN site. They also project a single
sign-on by December 2002 to their
various Web sites for financial aid
administrators, a time-saver for many
at SFAwho access these sites daily.
Also, Federal Perkins Loan borrowers
will be able to use an MPN in the
future, as well as e-signatures and on
line Entrance Counseling, providing
greater efficiency.
* UFID: UF's new student identifier,
replacing Social Security Numbers,
will be implemented January 21,
2003. SFA staff, will assist with the
switch-over, which requires massive
modification of files, screens,
documents, and procedures.
Disbursements must still use SSNs
when dealing with USDOE, private
loan lenders, and private scholarship
donors.
* USDOE Title IV Final Rules, and
upcoming Reauthorization: The
Federal Register due November 1,
2002, will detail final rules (regulatory
amendments created by negotiated
rulemaking, not involving statutory
changes). The effective date is July 1,
2003. Reauthorization for the Higher
Education Act of 1965, as amended,
will continue with various task forces
and commentaries.


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.
In 2001-02 the Records area underwent
major renovations to the work area,
including the creation of a separate
work area for the office manager. Staff
turnover included the loss of two full
time, long-term staff members, hence
the hiring of new staff and the
accompanying training demands.

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 2001 02 schoolyear: Verification
Checklists, 35,829; student employment
(SP 100) forms, 17,948; electronic data
changes from the FAFSA, 8,113; and
awards and award revisions, 41,182.
The majority of documents were
received between June and September.
The total number of documents
received and scanned during the year
was 169,093.


Student Financial Affairs Annual Report 2001-02









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 often, full-time
systems analysts and programmers, are
responsible for maintaining the records
of more than 30,000 financial aid
applicants.

Primary Responsibilities
Batch processing and maintenance:
S &P is responsible for the scheduled
batch production of 1,500 programs and
for maintenance of those modules.

Online processing/ maintenance:
S & Pis 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
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 SFA database for
continued processing as needed.
* Macintosh Network. S & P is
responsible for daily and ongoing
maintenance of the network,
determining hardware and software
purchase requirements, and training
users in hardware and software use.
Programming updates
Since students must apply for financial
aid annually, a minimum of two years
of data must be maintained and
processed simultaneously.
Furthermore, because of changes in
federal, state, and institutional laws
and policies, virtually all programs
must be modified at least once
annually to reflect these required
changes. Some of the more volatile
programs, such as the Federal Direct
Stafford Loan Program and the
verification modules, must be
modified more frequently. Program
modification and development of new
programs and modules are completed
as needed.

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


Relationships with Outside
Departments/Agencies
SFA's S & P Section is involved in
many ongoing and necessary
relationships both within and outside
the university. Among the
departments and agencies that this
unit serves and from which it receives
services are:
University Information Services
(UIS): SFA's online award file is
updatable and directly linked to the
UFS net check system (administered
by UIS). Payments are read into SFA's
files daily. Nightly interfaces with
UFS's files are an integral part of
financial aid processing, so production
schedules must be carefully
coordinated between these two units.
UIS and SFA also share use of
hardware as needed (primarily high
speed printers).
Registrar: SFA's online computer
screens are a subsystem of the Office
of the University Registrar's GATA
system. As such, S & P staff maintain
ongoing communication with the
registrar's staff to keep abreast of all
changes to the GATA operating
systems, feedback problems and
suggestions, and to ensure system
security. Further, interfaces with the
registrar's files nightly are an integral
part of financial aid processing, so
production schedules must be
carefully coordinated between these
two units.
Northeast Regional Data Center
(NERDC): S & P works closely with
NERDC staff for maintenance and
updates to SFA's online line modules,
to programming language changes
and updates, and to systems security.
Additionally, NERDC houses the
storage of all SFA data files.
Federal Department of Education: S &
P staff work closely with federal
Department of Education contractors
to ensure proper transmission and
receipt of electronic student aid
records. This includes scheduling and
monitoring transmissions, annual


Student Financial Affairs Annual Report 2001-02











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
FIRN. Periodic communication with
FIRN staff is required to keep abreast
of changes and 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 UF Chief Information
Officer (CIO): S & P works closely
with UF Office 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
provide statistical reports as needed
and to transmit the annual financial aid
database file.
Vice Presidents: S & P staff interact
with the vice presidents' offices,
particularly the Office of the Vice
President of Student Affairs, to provide
statistical information or data
processing support as needed.
Additionally, S & P staff are informally
called upon to assist the Vice President
of Student Affairs' and Student
Services' offices with Macintosh
network installation, training,
problems, and special projects.

Faculty and Staff: S & P staff interact
with UF faculty and staff to provide
statistical information as necessary,
assist in resolving problems, provide or
limit access to and interpret SFA
records, and act as an informal
resource for Macintosh questions or
problems.


Continuing Goals
* 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
Gator One cards, and their
information will appear on the
adviser's screen. This technology
will improve staff efficiency and
enhance student confidentiality.

Systems Activities for
2001-02
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 & P continues to
have a long list of ongoing projects
geared toward creating a more unified
and efficient work environment. S & P
also continues to be responsible for
programming and maintenance of
statistics on the Rolm phone switch in
Criser Hall.
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 and continuing challenges
and responsibilities.
* S &P continues to enhance SFA's
Web presence within Eagle and ISIS.
This year S &Pcontinued to work
toward full implementation of Eagle
across all aid years and screens.
We have purchased three OS X
servers to enhance our online and
network capabilities. The three
servers are the e-mail server, the Web
server, and the Filemaker Pro server.
Systems staff installed the new Inter
Tel Phone System in June 2002, a
major time-consumer for several
systems area staff members.
This year, Systems worked in
conjunction with our Disbursements
area to replace the TIVWAN data
transmission system with Student
Aid Internet Gateway (SAIG). SAIG,
a Web-based data transmittal system,
allows us to transmit Title IV data
over existing ISP connections.
The new COD XML system of data
transmission with the Feds was
implemented this year.


Student Financial Affairs Annual Report 2001-02













"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








SFA Staff


Administration


Karen Fooks
Rick Wilder
Elaine Stuckman
Ron Anderson
Tony Gordon
Donna Kolb

Donna Fowler
Peggy Myers
Rodlee Ritter
Terri Wilder
Betty Holt
Anne Newman
Cathy Thompson
Lois Perkins
Shirley Moore


Director
Associate Director
Associate Director
Associate Director-Information/Publication Services, Outreach, Training & Development
Computer Applications Coordinator
Assistant Director, Scholarships and State Programs, Student Employment, Data Processing,
Mailroom, Records
Student Affairs Coordinator-Loans and Disbursements
Student Affairs Coordinator-Pell Grant, Manual /. ii. Quality Control, Verification
Student Affairs Coordinator, Customer Service
Senior Accountant
Senior Fiscal Assistant
Office Manager
Senior Secretary
Word Processing Operator
Senior Clerk, Receptionist


Customer Service
Erica Beard Financial Aid Coordinator
Debbie Coleman Financial Aid Coordinator
Garth Dixon Senior Clerk
Carol Huber Financial Aid Coordinator
Andy Lord Financial Aid Coordinator
Rhonda Riley 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 Senior Clerk
Lakeatrice Williams Clerk

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


Financial Aid Programs


Scholarships and
Brenda Langley
Ruben Lopez

Student Loans
Amber Harvey
Dimitra Schmidt
Ashanta Simmons
Lora Labonte


State Programs
Financial Aid Coordinator
Program Assistant



Financial Aid Coordinator
Financial Aid Coordinator
Program Assistant
Financial Aid Coordinator


Student Employment
Ruth Strawder Financial Aid Coordinator
Monica Johnson Senior Clerk
Connie Welcome Senior Clerk


Student Financial Affairs Annual Report 2001-02











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
Annalise Adams Program Assistant
Disbursements
Sharon Stebbins Financial Aid Coordinator
Jan Berlin Program Assistant
Document Edditing
Eloise Trucano Clerical Supervisor
Manua/lAwarding
Richard Brauning Financial Aid Coordinator
Michael Daube Financial Aid Coordinator
/nformation/Pub//cations Services
Susan Mickelberry Coordinator, Information/Publications Services
Jeffrey Stevens Computer Support Specialist
Qua/lty Assurance
Rose Williams Financial Aid Coordinator
Pe/l Grant
Dawn Western Financial Aid Coordinator
Records/Optical Scanning
Berta Mills Office Manager
Joyce Days Clerical Supervisor
Scott Glisson 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
Tra/in/'ng & Development
Chris Joseph Financial Aid Coordinator
Micheal Wood Financial Aid Coordinator
Ver/ifcat/on
Rose Williams Financial Aid Coordinator
Larry Moore Financial Aid Coordinator
Jeffrey Citty Financial Aid Coordinator
Pat Bush Senior Clerk



Student Financial Affairs Annual Report 2001-02







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,
University Minority Mentor, Student Health Service Fee Committee

Ron Anderson Associate Director
Document Editing, Information/Publications Services, Outreach,
and Training & Development
mem bersh ips: NASFAA, SASFAA, FASFAA: Vice President for Training

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 2001-02










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

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 2001-02











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