• TABLE OF CONTENTS
HIDE
 Front Cover
 Title Page
 Table of Contents
 From the director
 An overview
 Philosophy and mission stateme...
 2002-03 summary and highlights
 Fiscal review
 Administration
 Financial aid advising
 Financial aid programs
 Special programs
 Support services
 Technical systems & processing
 Technical systems & processing
 Back Cover














Group Title: Annual report, University of Florida Office of Student Financial Affairs
Title: Annual report 2002-2003
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Permanent Link: http://ufdc.ufl.edu/UF00087105/00005
 Material Information
Title: Annual report 2002-2003
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: 2002-2003
 Record Information
Bibliographic ID: UF00087105
Volume ID: VID00005
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
    2002-03 summary and highlights
        Page 2
    Fiscal review
        Page 3
        Page 4
    Administration
        Page 5
        Page 6
    Financial aid advising
        Page 7
        Page 8
        Page 9
        Page 10
        Page 11
    Financial aid programs
        Page 12
        Page 13
        Page 14
        Page 15
        Page 16
        Page 17
        Page 18
    Special programs
        Page 19
        Page 20
    Support services
        Page 21
        Page 22
        Page 23
    Technical systems & processing
        Page 24
        Page 25
        Page 26
        Page 27
        Page 28
        Page 29
    Technical systems & processing
        Page 30
        Page 31
        Page 32
        Page 33
        Page 34
    Back Cover
        Page 35
Full Text

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annual report

office for student
financial affairs




july 1, 2002-june 30, 2003


Karen Fooks
Director

Ron Anderson
Associate Director

Elaine Stuckman
Associate Director
Rick Wilder
Associate Director

Susan Mickelberry
Editor

Gary Lattke, cover design;
Dina Rubio, 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 report is available upon request in alternative formats for
individuals with documented, print-related disabilities. Hearing-
impaired individuals may call our telephone line for students
with disabilities: (352) 392-1272 (V/TDD). Our Web site at
www.ufsa.ufl.edu / sfa / is screen-reader friendly.


Equal Opportunity/Affirmative Action Institution










table of


contents


Table of C ontents............................................................. ............................ iii
From the D director ............................................................. ....................... 1
A n O overview ..................................................................... .......................1
Philosophy and Mission Statement .................................. .......................2
2002-03 Summary and Highlights ............................. .......................2
Fiscal R review .................................. .......................................................... 3
A dm inistration ......................................................... ................................... 5
Financial A advising ........................................................... ....................... 7
Customer Service .................................................................8
Satellite Offices ........................................................10
Special Programs.................... ..................................... 11
Financial Aid Programs ................................................................12
G ran ts ...................................................................... ..............................13
Scholarships ......................................... .....................14
State Programs.......................... ..............................15
Student Employment .....................................................16
Loan Certifications.................. ......... .......................17
Quality Assurance /Verification ............................. ......................19
Quality Assurance....................... ......... .......................20
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 .................................................................. ....................... 31
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 achieve the
mission of Student Affairs: "Helping
Students be Successful."
Rick Wilder
Associate Director


office for student financial affairs








from the director


I am pleased to present the 2002-03
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 2002 and continuing
through July 2003, as well as information
on the general state of the office.
SFA continued its ongoing goal of
quality service for University of Florida
(UF) students, striving to uphold the
Division of Student Affairs standard of
"helping students be successful."
Toward this end, this year SFA
committed significant staff resources
preparing for the university-wide
conversions to the new student UFIDs,
the UF Directory project, the new UF
portal (my.ufl), and PeopleSoft
software. Our customer service staff
provided outstanding service again this
year despite an unusual staff turnover
rate, finding innovative ways to keep
the quality of service high during
transitional training for new staff. On
the side of technology, the installation
this year of three OS X servers by our
systems area improved our Web and
email services.
SFA staff are committed to providing
financial assistance to all students who
wish to achieve their educational goals
at UF. As always, we believe this
commitment results in first-rate
financial aid services to our student
body. 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 $325 million in
student aid from federal, state,
institutional, and private sources to an
enrolled UF student body of more than
47,000 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,
SFA makes 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 and provision of
financial aid information to the
university's Integrated Student
Information System (ISIS) on the Web.
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 2002-03








from the director


I am pleased to present the 2002-03
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 2002 and continuing
through July 2003, as well as information
on the general state of the office.
SFA continued its ongoing goal of
quality service for University of Florida
(UF) students, striving to uphold the
Division of Student Affairs standard of
"helping students be successful."
Toward this end, this year SFA
committed significant staff resources
preparing for the university-wide
conversions to the new student UFIDs,
the UF Directory project, the new UF
portal (my.ufl), and PeopleSoft
software. Our customer service staff
provided outstanding service again this
year despite an unusual staff turnover
rate, finding innovative ways to keep
the quality of service high during
transitional training for new staff. On
the side of technology, the installation
this year of three OS X servers by our
systems area improved our Web and
email services.
SFA staff are committed to providing
financial assistance to all students who
wish to achieve their educational goals
at UF. As always, we believe this
commitment results in first-rate
financial aid services to our student
body. 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 $325 million in
student aid from federal, state,
institutional, and private sources to an
enrolled UF student body of more than
47,000 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,
SFA makes 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 and provision of
financial aid information to the
university's Integrated Student
Information System (ISIS) on the Web.
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 2002-03









philosophy and

mission statement


FA is a service organization with a
primary responsibility to help
students secure the funds necessary to
pursue their educational goals at UF.
SFA is committed to providing students
with the resources and information they
need to become fiscally responsible and
to understand the rights and
responsibilities incurred when they
receive financial aid.

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

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

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

* SFA has 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.

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


2002-03 summary

and highlights


A academic year 2002-03 has been busy
and profitable as we continue to
improve financial aid services. This year
SFA committed significant staff resources
and time in preparation for the
university-wide conversions to the new
UFIDs, the UF Directory Project, the new
UF portal (my.ufl), and the significant
changes and training involved with
implementing PeopleSoft software
university-wide. As always, many of our
excellent professional staff contributed
significantly to university-wide projects
and to professional organizations,
serving as officers and committee chairs.
Changes in the profession and the
university keep us busy striving to help
UF students be successful by providing
the best financial aid services available
anywhere.
2002-03 Activities of Note:
* UFID and UF Directory. Our systems
area worked many long hours
converting all student systems to
read and/or update the new UF
Directory. In many ways, this was a
more complicated and time-
consuming project than the Y2K
conversion, but 100% of the
conversion work was completed in
advance of implementation
weekend.
* EAGLE. Academic Year 2002-03 was
SFA's first year exclusively using
EAGLE Web display screens for all
financial aid files. Staff now can see
all financial aid files with three
academic years available. Staff
continued to improve the accuracy of
data display and system processes
and to improve screen formatting.
* UF Bridges. Our systems area began
preliminary groundwork for
converting to the new PeopleSoft
software, working hand in hand
with our staff located at the
downtown UF Bridges Office. Three
staff have been dedicated full-time to
UF Bridges to date, and other senior
staff are serving on advisory
committees and task groups.
* Florida Bright Futures. Florida Bright
funds were disbursed to 1,067 more
UF students in 2002-03 than last year.
The continued growth in funds


disbursed at UF through this program
reflects UF's high academic standards,
and the excellence of its educational
programs continues to draw ever-
increasing numbers of Bright Futures
students to matriculation at UF
* New Servers Installed. Our Systems
area installed three new OS X servers
to enhance our online and network
capabilities: an email server, a Web
server, and a Filemaker Pro server.
* Customer Service. During the
summer, our customer service area
reconfigured its operating protocol to
improve the types of services SFA can
provide students and to improve
phone and advising staff operations.
As a result, customer service advisers
have a better balance between time at
the front counters and time consulting
with students in their offices.
Morning telephone access to advisers
also increased. The customer service
telephone staff handled 54,511
telephone calls, almost 7500 more calls
than last year. We attribute this to full
phone room staffing and the enhanced
features of our new phone system
installed late in 2001-02.
* Common Origination and
Disbursement (COD). The U.S.
Department of Education COD system,
a new system for reporting and
processing financial aid data to the
federal government, integrates loan
and grant origination and
disbursement processes into one
system. As a full-participant school,
SFA fully used COD's features during
2002-03 to improve Pell Grant and
Direct Loan processing.
* Professional Service. SFA staff continue
to be leaders nationally and regionally
in the financial aid profession. Ron
Anderson, the Associate Director of
Outreach and Training, served as an
instructor in the Southern Association
of Financial Aid Administrators
(SASFAA) Summer Workshop Series,
a week-long workshop conducted
annually to provide training for new
aid administrators in the Southeast.
Ron was also elected as President
Elect for the coming year for the
Florida Association of Financial Aid
Administrators (FASFAA). Peggy


Student Financial Affairs Annual Report 2002-03









philosophy and

mission statement


FA is a service organization with a
primary responsibility to help
students secure the funds necessary to
pursue their educational goals at UF.
SFA is committed to providing students
with the resources and information they
need to become fiscally responsible and
to understand the rights and
responsibilities incurred when they
receive financial aid.

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

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

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

* SFA has 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.

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


2002-03 summary

and highlights


A academic year 2002-03 has been busy
and profitable as we continue to
improve financial aid services. This year
SFA committed significant staff resources
and time in preparation for the
university-wide conversions to the new
UFIDs, the UF Directory Project, the new
UF portal (my.ufl), and the significant
changes and training involved with
implementing PeopleSoft software
university-wide. As always, many of our
excellent professional staff contributed
significantly to university-wide projects
and to professional organizations,
serving as officers and committee chairs.
Changes in the profession and the
university keep us busy striving to help
UF students be successful by providing
the best financial aid services available
anywhere.
2002-03 Activities of Note:
* UFID and UF Directory. Our systems
area worked many long hours
converting all student systems to
read and/or update the new UF
Directory. In many ways, this was a
more complicated and time-
consuming project than the Y2K
conversion, but 100% of the
conversion work was completed in
advance of implementation
weekend.
* EAGLE. Academic Year 2002-03 was
SFA's first year exclusively using
EAGLE Web display screens for all
financial aid files. Staff now can see
all financial aid files with three
academic years available. Staff
continued to improve the accuracy of
data display and system processes
and to improve screen formatting.
* UF Bridges. Our systems area began
preliminary groundwork for
converting to the new PeopleSoft
software, working hand in hand
with our staff located at the
downtown UF Bridges Office. Three
staff have been dedicated full-time to
UF Bridges to date, and other senior
staff are serving on advisory
committees and task groups.
* Florida Bright Futures. Florida Bright
funds were disbursed to 1,067 more
UF students in 2002-03 than last year.
The continued growth in funds


disbursed at UF through this program
reflects UF's high academic standards,
and the excellence of its educational
programs continues to draw ever-
increasing numbers of Bright Futures
students to matriculation at UF
* New Servers Installed. Our Systems
area installed three new OS X servers
to enhance our online and network
capabilities: an email server, a Web
server, and a Filemaker Pro server.
* Customer Service. During the
summer, our customer service area
reconfigured its operating protocol to
improve the types of services SFA can
provide students and to improve
phone and advising staff operations.
As a result, customer service advisers
have a better balance between time at
the front counters and time consulting
with students in their offices.
Morning telephone access to advisers
also increased. The customer service
telephone staff handled 54,511
telephone calls, almost 7500 more calls
than last year. We attribute this to full
phone room staffing and the enhanced
features of our new phone system
installed late in 2001-02.
* Common Origination and
Disbursement (COD). The U.S.
Department of Education COD system,
a new system for reporting and
processing financial aid data to the
federal government, integrates loan
and grant origination and
disbursement processes into one
system. As a full-participant school,
SFA fully used COD's features during
2002-03 to improve Pell Grant and
Direct Loan processing.
* Professional Service. SFA staff continue
to be leaders nationally and regionally
in the financial aid profession. Ron
Anderson, the Associate Director of
Outreach and Training, served as an
instructor in the Southern Association
of Financial Aid Administrators
(SASFAA) Summer Workshop Series,
a week-long workshop conducted
annually to provide training for new
aid administrators in the Southeast.
Ron was also elected as President
Elect for the coming year for the
Florida Association of Financial Aid
Administrators (FASFAA). Peggy


Student Financial Affairs Annual Report 2002-03











fiscal review


Myers, SFA Assistant Director, served
as Treasurer this year for FASFAA,
and Rick Wilder, Associate Director,
served as FASFAA Fall Conference
co-chair. In addition, Karen Fooks,
SFA Director, served as a member of
the National Association of Student
Financial Aid Administrators
(NASFAA) Reauthorization Task
Force and as federal relations chair
for both SASFAA and the Coalition of
State University Aid Administrators
(COSUAA).
SOf particular note this year, SFA's
Information/Publications Services
staff contributed time and skills to
help with the public relations
campaigns for the UF 150 celebration
project, the new UFID/UF Directory,
the UF Bridges (my.UFL) project, and
Gatordex. Jeff Stevens, SFA's
Webmaster also designed the excellent
logos, posters, and other supporting
material for the UFID/UF Directory,
UF Bridges (my.UFL), and Gatordex,
bringing credit to SFA and receiving
praise for his work.


SFA functioned with a $3,290,850
operating budget in 2002-03.
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 percent of the total
budget, with the administrative
allowance and financial aid fee making
up the remaining 33 percent.
Staffing for 2002-03 was at 68.75 FTE as
of July 2003, a moderate decrease from
70.75 as of July, 2002.


components of th

BUDGET CATEGORY

Salary

Operating Expense

Other Personnel Services (OPS)

Other Capital Outlay (OCO)

Federal Work-Study Matching


In 2002-03, the decrease in Salaries is due
to state freezes on positions as a result of
budget constraints. Operating Expenses
decreased simultaneously as budget
constraints dictated. Other Capital
Outlay (OCO) and Other Personnel
Services (OPS) expenditures are variable
year to year depending on departmental
needs and funds available.

The components of the office operating
budget are as follows:


e office operating budget

2002-03 2001-02 2000-01

$2,610,445 $2,630,254 $2,500,005


294,621

161,039

20,423

204,322


384,843

153,344

14,809

218,087


347,856

135,298

74,799

188,334


Student Financial Affairs Annual Report 2002-03







SFA

Sections


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
-information/publication services
-outreach & training

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


i~i~i ]8~"










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

Ron Anderson
Associate Director


administration


;;,.;i;.,:..;;;;;;;








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
payroll and personnel 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 (who is responsible
for overseeing technical areas,
processing areas, and student
employment, which includes
supervising two student affairs
coordinators) is currently detailed to
the UF Bridges department. The third
associate director is responsible for the
training and development, outreach,
publications, and Web areas, which
includes supervising two financial aid
coordinators and an information/
publication services 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 2002-03









"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. "
Rodlee Ritter
Student AFrtn Coordinator


financial aid advising








customer service


SFA's Customer Service Section is the
initial point of contact for all
students who apply for aid or who need
assistance with the financial aid
application process. Our financial aid
advisers are experts in the field of
financial aid and continue their efforts
to make the University of Florida's (UF)
financial aid office a national leader in
the administration of financial aid.

The customer service area was hit hard
by turnover of senior financial aid
advising staff during the later half of
2002-03, resulting in reassignments and
several promotions for existing
customer service staff. Another result
was discontinuation of the SFA Student
Info e-mail service since no staff were
available who could assume this
responsibility. In addition, five new
customer service advisers were hired
during this period.

These staff changes led to a complete
reconfiguration of operating protocol
centered around providing limited
general information counseling services
at our service counters in the mornings
with counter staff referring students to
see advisers in their offices for complex
issues. Telephone access to advisers in
the mornings increased as one result.
The afternoon format remained
basically unchanged; however, one
member from each advising team
works at the front desk afternoons in
two-hour shifts rather than four-hour
shifts, alternating with their team
member. These configuration changes
were designed to improve the types of
services we provide to students, while
also reducing stress on the phone and
advising staff. The customer service
staff continues to include 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
and Phone Reps
All UF students and aid applicants are
assigned to two-member financial aid
advising teams by the last two digits of
students' UFID. 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.
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.
The Customer Service telephone bank
is staffed by four, full-time clerical
support 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 2003,
the phone staff also became integrated
more heavily in our morning front
desk general information services; they
now take shifts working the front desk
with the customer service general
information adviser.
During 2002-03, the customer service
telephone staff handled 54,511 telephone
calls, 7,407 more calls than the previous
year. We attribute this increase to full
staffing in the phone room in addition to
enhanced features associated with a new
phone system installed during the later
part of 2001-02.

Special Programs
A number of special financial aid
programs come under the auspices of
Customer Service, including the
summer AIM Program, overseas study
programs, financial aid for State
University System (SUS) transient
students, concurrent enrollment
programs, revision petitions, several
MBA non-traditional programs, SFA's
academic progress program, and UF's
Emergency Short-Term Loan Program.


* Summer AIM Program
During Summer B, SFA works closely
with the Admissions Office and the AIM
Program Office to process financial aid
for students admitted through this
special admissions program. Summer
2003 admits and enrollment were
slightly higher than in 2002. In summer
2003, 620 students were admitted-119
more than in 2002. Of the 620 students
admitted in summer 2002, 306 actually
enrolled, an increase of 26 students from
last year. Of these students, 262 received
more than $589,532 total in grants to
meet their costs for the summer
program. This is an actual decrease from
last year in both the number of students
receiving aid and the overall amount of
aid received and is the result of fewer
students submitting applications for
financial aid. (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 during 2002-03 surpassed the
number of participants for both 2000-01
(pre-9/11) and 2001-02 (post-9/11). The
number of students attending such
programs increased from 1,197 in 2001-
02 to 1,271 in 2002-03. The number of
participants receiving financial aid rose
to 1,110, a significant increase over the
893 in 2001-02. 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.

* Professional Judgement Revision
Petitions
Customer service advisers counsel
students about the professional
judgment 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. Five
hundred thirty-six petitions were
received and 338 approved in 2002-03, as
compared to 326 received and 178
approved in 2001-02. The approval
percentage rose from 55% in 2001-02 to


Student Financial Affairs Annual Report 2002-03











63% in 2002-03. The increase in the
number of petitions received and
approved is indicative of the downturn
in the current economic climate.

* Consortium Programs
Before financial aid can be disbursed to
students in concurrent enrollment or
transient programs, consortium
agreements must be completed for each
student to account for hours he/she may
be taking concurrently at the partner
institutions) and to ensure that financial
aid is not also being received from the
other institutions. Several formally
recognized concurrent enrollment
programs are conducted at sites away
from the Gainesville UF campus.
Although enrolled at off-site locations,
students apply for financial aid through
our office. Most are completing a part of
their curriculum requirements at
"partner" institutions while taking UF
coursework. 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 2002-03, 57 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 2002-03, SFA
processed financial aid for 15 students
UF Fort Lauderdale Program. Students
enrolled in this program may take
classes at FAU and Broward Community
College. No students received aid
through this IFAS extension program in
Fort Lauderdale in 2002-03.
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 2002-03, UF
processed financial aid for 80 students
participating as SUS transients. Visiting
students receiving aid from other
schools totaled seven.

0 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 aid processing for these
students, a Coordinator II is jointly
funded by our office and the College of
Business Administration MBA
programs. This award year, one new
program was added. Five hundred
twenty students enrolled in fifteen non-
traditional MBA programs, an increase
of forty students from those enrolled in
similar programs in 2001-02.
SFA first began processing Federal
Direct Stafford Loans for students
enrolled in these in 1999-2000. Before
this, students participating in these
programs were eligible only for private
loans. During 2002-03, SFA processed
private loan applications for 39 of these
students and Federal Direct Stafford
Loans for 191 students, ten more than
last year. Loan awards totaled more
than $3.3 million compared to $2.5
million in 2001-02.
* Emergency Short-Term Loan Program
Short-term loan (STL) volume has
remained somewhat consistent over the
past few years, with the greatest need for
assistance coming at the start of fall
term. During 2002-03, 969 different
students borrowed STL funds to the tune
of $965,238, compared to 785 students
borrowing $739,180 last year. Some loans
included in these statistics reflect repeat
STL borrowers over the course of the
academic year.

* Academic Progress Program
To comply with federal regulations, UF
must ensure that all federal aid
recipients maintain satisfactory academic
progress. Students who fail to meet


specified standards are suspended or
terminated from financial aid eligibility.
Students are notified of the academic
progress policy in a brochure they
receive with their original financial aid
award letter. The policy requires that
students make progress toward their
degree by maintaining a satisfactory
qualitative standard (grade point
average-GPA) and a quantitative
standard (such as credit hours earned or
terms of aid received).
Three times a year a financial aid
academic progress program generates
letters to students not meeting required
standards. The academic progress
coordinator in Customer Service
oversees notifying these students. A
petition procedure is available for
students who believe their failure to
maintain satisfactory progress is due to
extenuating circumstances. The
academic progress coordinator reviews
petitions and determines which 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.
A total of 3,268 student files met
conditions for termination or
suspension in 2002-03 as compared to
3,363 in 2001-02. Likewise, 1,722
petitions were reviewed as opposed to
1,893 in the previous year. The number
of students flagged for financial aid
academic progress requirements has
remained very consistent over the past
several years. The decrease in the
number of students pursuing the
appeals process may be a result of
students graduating or completing
their course of study and not needing
to request a continuation of aid
eligibility based on extenuating
circumstances.
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 classes. In
particular question are students who
receive federal aid whose end of term


Student Financial Affairs Annual Report 2002-03








satellite offices


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
2002-03, 300 such students were
flagged, 18 fewer than last year, and
UF was required to reimburse the
accounts for 70 students in the amount
of $60,544. This reflects a $11,598
increase in institutional liability from
the previous year.

Looking Ahead
Emphasis in the customer service area
will focus on training and orientation
activities for the five new customer
service advisers who joined our staff
during the later part of the 2002-03 and
beginning of the 2003-04 year.
Particular attention will also be given to
monitoring and evaluating the new
operating format that was implemented
in summer 2003 for any needed
adjustments or refinements to improve
the system.


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 SFA and the
sponsoring organizations: the College
of Dentistry, the College of Law, the
College of Medicine, and the Colleges
of Health Professions, Nursing,
Pharmacy, and Veterinary Medicine.
Since the initiation of these outreach
programs, students in these colleges
have reaped the benefits of having a
representative from SFA with
comprehensive knowledge of financial
aid programs and procedures as they
pertain to them.

College of Dentistry
The College of Dentistry financial aid
office serves D.M.D. dental students,
postdoctoral dental students, and
F.T.D. (Foreign Trained Dentists)
students, administering Title IV loan
programs, Title VII loans and
scholarships, and various outside
scholarship 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 6000 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 located
in the HPNP Bldg at 101 Newell Drive
room G208.

College of Law
Of about 1,200 UF law students,
approximately 90% receive some form
of financial aid. During 2002-03, more
than $14,500,000 in federal loans were
paid to 998 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 eighty-two
students received $601,550 from these
funds in 2002-03. In addition,
approximately $1 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
interviews. The College of Medicine


Student Financial Affairs Annual Report 2002-03








special programs

aid office administers more than 50 FA administers a number of special
loans and scholarships. In 2001-02 Lprograms on-site in Criser Hall to
COM students were paid more than meet the needs of specific groups of
$8,850,000 in student loans and students by financial aid professionals
$1,560,000 in scholarships. with specialized knowledge of federal,
state, or UF requirements relating
specifically to these groups. These
include an adviser to athletes and an
adviser to veterans.

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

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






Student Financial Affairs Annual Report 2002-03









"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."
Donna Kolb
Student AtFt;, : 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.


financial aid programs








grants


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

Programs
The Pell Grant Section of Awarding (see
page 28) focuses on efficient delivery of
Pell Grants to students. Federal
Supplemental Educational Opportunity
Grants and 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 from
$17,744,788 in 2001-02 to $20,913,722 in
2002-03. The number of Pell Grant
recipients increased from 7,361 to 8,072.

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 2002-03, $2,370,288 was
disbursed to 1,864 students through this
program, more dollars to fewer students
from last year's figures of $2,343,549 to
2,246 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 2002-03, $9,109,933 were
awarded to 3,970 students, slightly
lower than last year's totals of
$9,692,245 awarded to 4,086 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 2002-03, 4,826 UF students
received awards totaling $5,446,494, as
up from 2001-02, when 3,966 UF
students received awards totaling
$4,479,302. More information about state
programs can be found in the State
Programs section of this report.


Student Financial Affairs Annual Report 2002-03


$20,000,000



$10,000,000


2002-03 2001-02 2000-01
Pell Grant Dollars Disbursed


2002-03 2001-02 2000-01
No. of Pell Grant Recipients








scholarships


Scholarships are coordinated by
several offices at 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 students who meet the
specified requirements of donors
and/or the endowment funds.


Custodial Awards
(Private Donor Awards)
Over the past year custodial awards
received by UF students remained at a
very high level. The statistics below
demonstrate the numbers of recipients
and custodial dollars disbursed over the
past three years:

2002-03: 10,113, 519 to 5,985 students
2001-02: 11,190,002 to 5,984 students
2000-01: 10,361,879 to 5,574 students

This sustained level of growth may be
attributed to several factors, including
the high level of 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
I, i,.i, custodial awards, State of
Florida scholarships, and tuition fee
waivers.


2002-03 2001-02 2000-01
Number of Scholarship Awards
*Excludes State Scholarships, Custodial
Awards, and Tuition Fee Waivers


Student Financial Affairs Annual Report 2002-03


2002-03 2001-02 2000-01
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
28,654 awards to students enrolled at
UF, who received a total of $57,458,013
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 Medallion Scholarship*

* Florida Gold Seal Vocational
Scholarship*

* Top Scholars Award*

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

* Florida Student Assistance Grant

* Florida Teacher Scholarship and
Forgivable Loan

* Jose Marti Scholarship Challenge
Grant

* Robert C. Byrd Honors Scholarship

* Rosewood Family Scholarship

* Occupational Therapist and
Physical Therapist Scholarship Loan

* Part of the Florida Bright Futures
Scholarship Program


Florida Bright Futures
Program
The Florida Bright Futures Program is
the umbrella name for the Florida
Academic Scholarship, the Florida
Medallion Scholarship, the Florida
Gold Seal Vocational Scholarship, and
the Top Scholars Award. These
programs continue to experience
extraordinary growth at UF. This
growth parallels the increase in the
academic level of performance of our
students as reflected by the following
statistics:
2002-03: $51,414,189 to 23,435 students
2001-02: $47,278,120 to 22,368 students
2000-01: $47,132,734 to 21,187 students
Florida Bright funds were disbursed to
1,067 more UF students in 2002-03 than
in 2001-02. The continued growth in
funds disbursed at UF through this
program reflects UF's high academic
standards. The excellence of its
educational programs continues to draw
ever-increasing numbers of Bright
Futures students to matriculation at UF

Statistics
The number of students receiving state
programs as a whole continues to grow.
A 6.81% increase occurred in the
number of students receiving state aid
in 2002-03. The increase came with the
elimination of state funding for the
"Chappie James" Most Promising
Teacher Scholarship. The loss of
"Chappie James" did not significantly
impact UF's overall numbers, since an
average of only 43 students has
received "Chappie James" funds over
the last five years.


Student Financial Affairs Annual Report 2002-03


$58,000,000
$57,000,000
$56,000,000
$55,000,000
$54,000,000 I
$53,000,000
$52,000,000
$51,000,000
$50,000,000-
2002-03 2001-02 2000-01
State Program Dollars Disbursed


29,000
28,000
27,000
26,000 A

25,000 ,
24,000
2002-03 2001-02 2000-01
Number of State Program Recipients








student employment


S FA'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 2002-03, the total
amount of FWS (including FCS) and
OPS Earnings was $12,266,774 which
was paid to 7,351 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 SFA Web site
at: www.ufsa.ufl.edu/sfa/ .


Student Financial Affairs Annual Report 2002-03


$12,000,000 FWS OPS FWS OPS FWS OPS
$10,000,000
$8,000,000
$6,000,000 -
$4,000,000 r
$2,000,000
$0
2002-03 2001-02 2000-01
Dollars Disbursed through Employment









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
provides access so students may review
and reduce loan amounts.
UF continues to participate in the
Federal Direct Loan Program (FDLP).
The 2002-03 school year was UF's ninth
year of participation. FDLP 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
FDLP 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 Direct
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 certifies alternative
educational (private) loans.

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.
From July 1, 2002, through June 30, 2003,
the FDSL/FDUSL interest rate was set at
3.46%. FDSL/FDUSL rates are capped at
8.25%. The interest rebate offered to
encourage timely repayment remained
at 1.5%.
* 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.
From July 1, 2002 through June 30, 2003,
the FDPLUS variable interest rate was
set at 4.86% and capped at 9%.

*Private Loans
A number of private lenders offer loans
allowing students 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.

* Statistics
FDSL/FDUSL funds paid to students
rose from $118,511,375 in 2001-02 to
$127,659,990 in 2002-03. The number of
loans awarded also increased-by
1226-up to 30,107.
The total amount borrowed in PLUS
loans for the 2002-03 year was
$3,955,744, an increase of $168,100 from
the previous year.
For Private Loans, the dollar amount
processed for UF students in 2002-03
was $4,320,751.

*Loan Default
UF's Federal Direct Loan Program's
2000 Cohort Default Rate was 2.7%, 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 SFA Web 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.

SRegulatory Update
USDOE published final regulations on
November 1, 2002 to be effective July 1,
2003. Two loan issues which affected this
office are listed below:
1. New total and permanent disability
discharge procedures for Title IV loans.
2. Revised late disbursement provisions.
Regulations were revised to allow
schools to disburse Direct Loans to
eligible students up to 120 days from the
last day of half-time enrollment.
On September 30, 2002, the following
disbursement provisions expired.
Because UF is a participant in the
Experimental Site Program, these
provisions did not expire for this office
and no modifications were required.
1. Provision allowing schools with
default rates below 10% to disburse a
loan in a single installment for a one-
term enrollment period.
2. Provision allowing schools with
default rates below 10% to waive the
requirement that first-year, first-time
borrower loan proceeds be withheld
for 30 days.
The Office of Management and Budget
approved a Master Promissory Note for
Federal Direct PLUS Loans.


$135,000,000
$125,000,000
$115,000,000
$105,000,000
$95,000,000
$85,000,000
$75,000,000
2002 03 2001 02 2000 01
Stafford Loan Dollars Disbursed


Student Financial Affairs Annual Report 2002-03



















2002-03 2001-02 2000-01
LNo. of Stafford Loans Awarded


Technological Services
* Electric Master Promissory Note
On the whole, the electronic Master
Promissory Note (MPN) process for
Stafford Loans continued to be
successful. However, minor problems
were experienced for students with
incompatible web browsers or
discrepancies in their personal data.

* PLUS MPN
Summer 2003 was also spent preparing
to implement the PLUS Master
Promissory Note (MPN) process. All
forms and documents were revised and
system specifications changed to
accommodate the new promissory note.
* EAGLE
Minor enhancements were made to
EAGLE screens throughout 2002-03.
Although the new system provided
more detailed screen descriptions, staff
continued to make adjustments to
accommodate the production slowdown
that resulted from increased scrolling.

* COD
Although conversion of the Direct
Loan legacy record format to the

$4,000,000
$3 500, 000
$3,000,000
$2,500,000 -
$2,000,000
$1,500,000
$1,000,000
$500,000
$o
2002-03 2001-02 2000-01
FDPLUS Dollars Disbursed


2002-03 2001-02 2000-01
No. of FDPLUS Recipients


Common Origination & Disbursement
(COD) system was on the whole a
success, it was not without problems.
Origination batches delayed in the
COD system and the receipt of
erroneous Master Promissory Note
information were two problems that
caused delays in disbursing fall funds.
These and other COD system problems
were not resolved until well into the
fall term.
In 2002-03 COD also began updating its
Web site with Daily Processing Updates
to identify new issues, provide current
status on open items, and inform COD
Web users of any additional information
that might be useful to them.

*LOC
The Loan Origination Center (LOC)
closed in summer 2003, necessitating
that schools report all outstanding loan
information for award years prior to
2002-03 by July 15, 2003. Except for
minor MPN problems, the LOC
shutdown was uneventful.
*NSLDS
The National Student Loan Data
System's (NSLDS) Customer Care
Center (CCC) was developed to provide
financial aid administrators a way to
report data conflicts directly to NSLDS,
instead of contacting the data provider to
correct the conflict. The CCC has made it
much easier for schools to resolve data
conflicts and receive updated NSLDS
data and programs information.
NSLDS also changed aggregate loan
calculations to more accurately
determine a student's eligibility for Title
IV loan funds. The changes, including
new definitions, new calculations, a
breakdown of FFEL Consolidated Loans,
and a new warning icon, save much time
resolving loan history problems. With
the more timely reporting of loan data to
NSLDS, Loan Certifications experienced
a decrease in loan history discrepancies.
*ELM
The 2002-03 year proved to be
successful with regard to the ELM
private loans electronic certification
and disbursement process. The major
problem with the private loan process
continues to be coordinating the many
lenders and guarantors various policies
and procedures.


* Confirmation Site
Last year's specifications to simplify and
enhance the Confirmation Web Site were
not finalized, due to time constraints in
the Systems Department.

* UF Web Services
UF Web services to students continue to
improve. SFA continues to notify
undergraduates of important information
through Wednesday Update E-mails.

* Cohort Default
In 2002 all schools were required to
enroll in the Electronic Cohort Default
Rate (eCDR) notification process.
Through eCDR, schools receive draft
and official cohort default rate packages
electronically rather than by hard copy.

* Program Automation
As a result of changes made by NSLDS,
we further automated the aggregate
loan edit in the Loan Certification
program, saving a great deal of time.
When a student is close to borrowing the
aggregate loan maximum, the system
can now reduce a Direct Loan to the
amount of the student's remaining
eligibility. Before this change, the system
sent the record to a report to be
researched and manually calculated.

* UFID and UF Directory
Staff spent many hours revising forms,
and testing system programs to reflect
the change to the new UFID. Address
problems resulting from the conversion
to the UF Directory created delays in
loan processing for many students.

Future Objectives
* Continue to refine the automated loan
system to ensure that it is accurate and
user-friendly.
* Start preparing to convert to
PeopleSoft, by supplying program
information and loan specifications to
PeopleSoft staff.
* Work with USDOE to correct errors in
the COD process and suggest ways to
simplify and enhance the loan process.
* Continue to monitor the Stafford
electronic MPN process.
* Monitor the new PLUS MPN process.
* Review the Reauthorization proposed
regulations.


Student Financial Affairs Annual Report 2002-03










"Easing students through the complicated
process of institutional verification is a major
focus here in Student Financial Affairs. SFA
was selected to participate in the Department
of Education's Institutional Quality Control
Pilot Project, which began in 1985. As a
participant, UF develops and implements its
own verification program, customizing it to
reflect its own unique institutional setting
and student population."
Peggy Myers
Student A t- i Coordinator


Special Programs








Quality Assurance


n July 1989, SFA was selected to
participate in the Department of
Education's Institutional Quality
Control Pilot Project, which began in
1985. This project, now called the
Federal Quality Assurance Program, is
a management experiment to test the
feasibility of giving institutions more
discretion in designing policies and
procedures that will result in quality
administration of Title IV student
financial aid. This was one of the first
initiatives on the part of the federal
government to involve institutions in
developing internal controls, rather
than mandating them from the federal
level.
As a participating institution, UF is
exempt from certain verification
requirements as long as it remains
actively involved in conducting
quality assurance activities. The
university develops and implements
its own verification program,
customizing it to reflect its own
unique institutional setting and
student population.
At SFA the Quality Assurance (QA)
Section was established to administer
this program. A major goal of QA is to
identify potential student application
errors and establish ways to prevent
them from happening in the future. A
tandem goal is to identify potential
weaknesses or error-prone processes
within the office and to target those
for improvement. QA continually
evaluates and reviews all aspects of
financial aid processing with the goals
of streamlining the process and
reducing errors.
In 1994-95, the QA and Verification
Sections consolidated staff resources,
and the verification staff performed
QA document collection and data
analysis. In recent years additional
assistance has been provided by an
awarding coordinator. The additional
human resources expedited QA
document collection, as well as
exposing the verification and
awarding staff to the QA methodology
and philosophy. This structure
continued to operate efficiently during
the 2002-03 academic year.


Verification


Quality Assurance
Procedure
The Department of Education initiated
a redesign of Quality Assurance (QA)
practices in the 2000-2001 academic
year. Since that time, 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 QA staff will
continue to evaluate all aspects of
office organization and procedures,
looking for ways to reduce errors and
potential audit liabilities, simplify
processes, and improve customer
service.


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

During 2002-03 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 QA Section consolidated staff
resources, and since then the
verification staff has assisted 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 2002-03, 9,546 student files were
selected for verification. Of that total,
8,121 students completed the process,
yielding an 85% completion rate.


Student Financial Affairs Annual Report 2002-03










"Each year in January and February, SFA
sponsors financial aid workshops to
distribute applications, explain the financial
aid process, and answer questions targeting
all students interested in applying for
financial aid. Sessions are held at local area
high schools, UF residence halls, and the J.
Wayne Reitz Union. Presentations are also
held for professional students in the colleges
of Medicine, Dentistry, Veterinary Medicine,
and Law by the respective staff members of
those areas."
Ron Anderson
Associate Director


support services








Information/Publication

Services


SFA's Information/Publications
Services Section is responsible for
the office's consumer information
program, including comprehensive
financial aid publications, maintaining a
home page on the 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 high quality,
cost-effective financial aid publications,
including the SFA Web site, the annual
Gator Aid Handbook, the annual Gator
Aid Application Guide, the SFA Newsletter
series, brochures, slide presentations, in-
house training materials, and the SFA
Annual Report; producing student
application and award materials that
facilitate efficient processing and meet
federal information dissemination
regulations while communicating the
application process and program
requirements in terms understandable
by students; and interfacing with the
director and associate directors to
produce timely, effective news releases
for various news media.
Information/Publications also provides
annual updates to SFA information
contained in university catalogs and
publications, and designs, produces,
and contributes articles for the Division
of Student Affairs' tri-annual newsletter,
the Student A4.t, : Update.
In the area of print publications, this
year Information/Publications designed
a new four-color presentation folder,
created a new SFA Bookmark, and
improved our 1st-Time Applicants Guide
to Financial Aid brochure from a one-
color to a four-color brochure. SFA


continued to produce the SFA Newsletter
and our brochure series, revising,
updating, and reprinting as necessary.
All print publications are available
from S-107 Criser. Also look for the
online versions of our printed
publications on our Web site.
Publications issued news releases on
important financial aid activities and
information. Widely publicized this
year were the availability of Federal
Work-Study, staff changes at the law
school, the introduction of my.UFL the
new university web portal, and the UF
switch to a new UFID to replace the
use of social security numbers as a
student number.
SFA continued to write and edit
financial aid information for ASK UF, a
UF Web information service, in
conjunction with Customer Service
staff. This year's top two Ask UF
financial aid questions are "When
should I apply for financial aid to
attend UF?" and "How do I apply for
scholarships at UF?"
This year the Information/Publications
coordinator worked extensively on UF
communications committees this year
in the areas of publicizing the new
UFID/UF Directory project, the UF
Bridges (UF Portal) project, and the UF
150 celebration project. Our SFA
webmaster also contributed his skills to
design the logos, posters, and other
supporting material for UFID, UF
Bridges, my.UFL, and Gatordex.
Our SFA Webmaster, an Information/
Publications team member, continued
to improve our Web site, which
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 requires continual
maintenance, and online SFA
publications such as the SFA Newsletter,
Student Employer's Handbook, and all
SFA brochures are also maintained. The
numbers of visits to our Web site
continues to be high.
In addition to maintaining the SFA Web
site, our Webmaster volunteered time
in 2002-03 to design the Student Affairs
portal page and to design and maintain


the UF Alcohol and Drug Education
Policy Committee (ADEPC) Web site.
Information/Publications provides
ongoing support to other SFA
departments, including designing and
producing newsletters, reports/report
covers, posters, flyers, etc. The annual
Student Employment C'nt,.,- 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
* 2003-03Gator Aid Handbook
* 2002-03 Gator Aid Application Guide
* SFA News-a spring,summer, and
fall edition newsletter to student
aid recipients
* SFA Presentation Folder
* SFA Bookmark
* 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 C'Ot; ,-for Student
Financial A i.: 1st-Time Borrowers
Entrance Orientations, Florida Prepaid
College Program,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 A -rti
Annual Report
* 2001-02 Student Employee Handbook


Student Financial Affairs Annual Report 2002-03











Outreach & 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 SFA consolidated 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. A UF 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 SFA publications to parents
and students at college fairs and
academic programs. This year about half
of the students seen by SFA Outreach
were potential UF students; the other half
were registered or admitted UF students.
In January and February 2003, 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
Allihgator 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, UF admissions 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.
SFA also continued to participate in
Preview, the summer freshman-
orientation program. Our presentation,
"Money Matters," was presented twenty-
one times during Summer 2003. 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 2003, 6,900 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 UF at various conferences
and meetings for the Florida Association
of Student Financial Aid Administrators


(FASFAA), also serving this year as
FASFAA President Elect. The Associate
Director was also invited to serve as an
instructor in the Southern Association
of Financial Aid Administrators
(SASFAA) Summer Workshop Series.
This week-long workshop is conducted
annually to provide training for new
aid administrators in the Southeast.

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
Standardized, quality training for all
new employees is a basic and ongoing
goal of our Training staff. To facilitate
this, our staff conducts a formal,
comprehensive, one -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 SFA Macintosh 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 2002-03








-I. r
~"all


"Summer 2003 was the best ever for
disbursing retroactive Summer A Direct Loan
funds during Summer B. This has been a
time-consuming, heavily manual process.
This year we realized a breakthrough via the
design and implementation of new automated
edits, system-generated updates to files, and
customized reports. These enhancements
resulted in smoother and faster disbursement
for SFA and UFS, and students received their
funds more quickly."
Sharon Stebbins
Financial Aid Coordinator


technical systems & processing








Disbursements & Fund


Awarding

A warding is comprised of three
Financial Aid Coordinators who
monitor Pell delivery and 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 also are 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. 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, Awarding
manually reviews and adjusts files.
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 "Return of Title
IV" 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 2002-03, staffing increased to three
coordinators. Awarding assumed
responsibility for oversight of the Pell
Grant program.


Reconciliation


he Disbursements Department
I 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 helping to
manually process paper checks. The staff
monitor checks from private lenders,
donors and state issuing agencies, and
code and file all checks.
Disbursements reviews student
eligibility for loans, scholarships, and
campus-based aid before disbursing
these funds. Disbursements receives
paper checks from various scholarship
donors and private lenders. (Funds for
federal and state awards are received by
UFS via electronic drawdown.) Staff also
return to private lenders and donors
funds for which students are ineligible.
Disbursements 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 and repayment data
(due to voluntary or obligatory
repayment) and internally adjusting
student files when repayment occurs.

Statistics
In 2002-03, Disbursements monitored
and authorized disbursement of
$43,779,786 in grant funds, $115,691,611
in scholarships, and $143,283,822 in
student loan funds. The total amount
authorized through this section was
$302,755,219.

Disbursement Processing
Updates
Regulatory Changes:
* Effective July 1, 2003, schools were
given authority to disburse Direct


Loans to eligible students for up to
120 days after the last day of
minimum half-time enrollment. The
former limit was 90 days.
General:
* Academic year 2002-03 was SFA's first
year exclusively using EAGLE web
display screens for all financial aid
files. Slowness of computer response
became a concern for Batch Net
Check review and other functions.
Disbursements continued to monitor
direct loan files, the checks file, and
other screens for accuracy of both
data display and system processes.
* To assist with the launch of the new
UF-Directory system on January 21,
2003, Disbursements helped preview
production screens and files before
use by SFA as a whole. In addition,
our internal and external documents/
forms were modified to conform to
the new university-wide UFID's used
in place of ssn's. Batch Net Check
output and all interfaces with UFS for
disbursements and adjustments
switched to UFID's.
During this first year of UF-Directory
use, we experienced a downside of
student address problems that was
caused by accessing conflicting or
unavailable address data to create
paper checks. When these problems
occurred for students not enrolled for
direct deposit of financial aid funds,
the result was delay or prevention of
payment, or checks being mailed to
incorrect addresses.
* Additional financial aid award
"aidid's" (4-digit aid identifiers) were
added in 2002-03 that exceeded the
existing 0250 cap in the sequential
numbering system. The automated
Batch Net Check system currently
only "recognizes" aidid's up to 0250.
This occurrence necessitated special
processing by Systems staff and by
UFS to disburse all such awards.
Additionally, Disbursements was
unable to scrutinize these awards
prior to payment. This concern is
being targeted for resolution, so that
all eligible awards/aidid's can be
released via the Batch Net Check
system, as desired.


Student Financial Affairs Annual Report 2002-03














Direct Loans:
* Full implementation of Common
Origination and Disbursement (COD)
in academic year 2002-03 affected
Disbursements primarily in the
reconciliation sphere of Federal Direct
Loans. As the year progressed,
acceptance of disbursements and
adjustments in the COD system,
booking of loans, and promissory note
verifications had to be streamlined
between COD and UF. In general, the
transition went smoothly.
During 2002-03, it was announced that
COD would begin transmitting
individual students' Direct Loan data
to the Direct Loan Servicer on a daily
basis. Simultaneously, the loan service
began transmitting students' loan
account data to the National Student
Loan Data System (NSLDS) on a
weekly basis. Both of these timetables
were a tremendous improvement over
previous lag times experienced by
schools when trying to access accurate
loan data on NSLDS' live Web site.
With the inauguration of COD, came
the federal COD Web site, which
Disbursements used extensively when
researching issues pertaining to
particular students or to entire batch
files of disbursement data. The site
became more user-friendly during the
year, and provided schools with access
to a wide variety of student data and
reconciliation data.
* In 2002-03, Systems staff helped us
automate more of our weekly
Adjustment process, used when
repayments are made to Direct Loan
awards already disbursed. The
automation greatly reduced the need
for manual entries on students' files,
decreasing the chance of human error,
and saving man-hours each week.
Both system processing and reports
were upgraded for efficiency.
* Summer 2003 was the best ever for
disbursing retroactive Summer A
Direct Loan funds during Summer B.
This has been a time-consuming,
heavily manual process. We realized a
breakthrough via the design and
implementation of new automated
edits, system-generated updates to
files, and customized reports. These


enhancements resulted in smoother
and faster disbursement for SFA and
UFS, and students received their
funds more quickly.
* In 2002-03 Disbursements benefited
from enhancements within the
federal National Student Loan Data
System/NSLDS. For students with
consolidated FFEL loans, delays in
payment due to eligibility concerns
were eliminated, reducing work-
hours required for research,
calculations, and documenting
eligibility of students' files. This
resulted in swifter payment to
eligible students.
* We continued to have students whose
disbursement of Direct Loans was
delayed because of attempting to use
incompatible Web browsers to
complete the electronic Master
Promissory Note (MPN). In response,
we modified SFA literature and
publications to emphasize the
requirement of using only prescribed
browsers. We also contacted USDOE
to ask that the MPN Web site display
this alert to students up-front.
* A streamlined procedure was initiated
for stale-dated Direct Loan checks, to
match the protocol followed by UFS
in its handling of these funds.
* The U.S. Department of Education
changed the name of its financial aid
oversight office from "Student
Financial Assistance" to "Federal
Student Aid." Correspondingly, the
FSA Web site was upgraded and the
visual presentation redesigned.
Disbursements used this site for
Direct Loan Bulletins, regulatory
information, Title IV School Codes,
contact information for federal offices,
and other features.
Custodial Scholarships:
* The Disbursements section that
manages computer input and deposit
of custodial scholarship checks
acquired an office photocopier for
exclusive use in check handling. This
allowed photocopying in a secure area
without the interruption that occurs
with a shared machine. It virtually
eliminated the chance of checks being
misplaced inhouse.


* Changes were made to the process of
handling and inputting custodial
scholarship checks. Now, photocopies
are made of the checks and
accompanying documentation, and
input to the scholarship "Checks" file
is done by Data Processing using the
photocopies rather than original
checks. Again, this increased efficiency
and security.
* Additional automation was added to
checks processing, and enhancements
made to corresponding Eagle screens.
* Due to the changes above, processing
time of checks from receipt to deposit
with the business office was reduced
from five to two days.
Private/Alternative Loans:
* Academic year 2002-03 was our
second full year of using ELM/NDN.
We requested that ELM make checks
out directly to students (not to UF,
and not co-payable). This change
reduced processing steps for SFA and
the business office and helped
Disbursements get checks into
students' hands more quickly.

Reconciliation with the U.S.
Department of Education
* With the 2002-03 implementation of
COD, each month a new reconciliation
report-the School Account Statement
(SAS) report-has been transmitted by
COD to Direct Loan schools. The SAS
report, combined with month-specific
data and year-to-date data, proved
helpful in the Direct Loan
reconciliation process with USDOE.
We anticipate closing out academic
year 2002-03 by mid-January, with an
ending cash balance of $0 out of
$130.5 million in awards disbursed.
Looking Ahead
* We will test and implement a new
COD-mandated, 5-day hold for
academic year 2003-04 and beyond.
For all newly processed Stafford or
PLUS loans, schools must delay
disbursement for 5 days to allow
COD to send Disclosure Statements
to borrowers.
* Custodial Scholarships: fall 2003-04
will be the first fall term using a new


Student Financial Affairs Annual Report 2002-03














paper-flow process for check input
and deposit. Systems also will add
new automated mail dates. We expect
to see a notable improvement in
efficiency of handling the huge inflow
of fall-term checks.
* Late Disbursement Extension: in fall
2003 we will start using the new late
disbursement time period of 120
days required for federal compliance.
* New procedures for identifying
students with Continuing Education
courses, and for reviewing and
disbursing their aid, are planned.
* Reauthorization: we will continue to
follow Reauthorization proceedings,
and give input as appropriate. We
will be affected if the following
recommendations become law:
-Increased Stafford Loan limits.
-A change to Loan origination fees.
-Increased overaward tolerance
-Elimination of requirement to
identify unofficial withdrawals.
-R2T4 modifications to allow the
50%-point of the term to be the
denominator, and to allow
Professional Judgement decisions.
* ERP/BRIDGES and PeopleSoft: to
prepare for implementation of
PeopleSoft software, we will continue
to train, to work with ERP staff to
provide background information
about Disbursement procedures and
system needs, and to make
suggestions and decisions.
* Enhancement of the Direct Loan
Confirmation Site is desired. Special
alerts would inform students of any
additional requirements they have
not met that are causing delay of their
loan disbursement.


Data Entry


The Data Entry staff is comprised of
one Program Assistant, one half-
time data processor, and two
"overflow" data processors from the
Document Editing /Mailroom Section.
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. The two general
categories of documents are "batch" and
"online." "Batch" documents are keyed
and stored throughout the day, and the
data are 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/

Madilroom
The Document Editing Section is
Where the application processing
cycle begins. The staff, comprised of a
Program Assistant, clerical supervisor,
and fifteen student assistants, are also
responsible for the Mailroom.
The Document Editing/Mailroom
Section 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
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.
Each semester two student assistants
are "tapped" to learn basic data-entry
skills. These students assist the Data
Entry staff on an "as needed" basis.


Records & Optical

Scanning


SFA's 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 2002-03 the Records area imported
all scholarship files into the KIDDS
Record System, scanning and keying
all 1998-99 through 2001-02 files and
adding an additional 13,376
documents to student records and
another 4,813 files into an SFA
Scholarship batch file. Scholarship
documents are not scanned into
KIDDS until after the close of the
academic year.

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 2002-03 school year: Verification
Checklists, 37,586; student employment
(SP-100) forms, 16,706; electronic data
changes from the FAFSA, 8,702; Pell
Calculations, 15,244; and awards and
award revisions, 38,296. The majority
of documents were received between
June and September. The total number
of documents received and scanned
during the year was 172,329.


Student Financial Affairs Annual Report 2002-03









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, web-based
display system and coordinating
electronic data exchange with federal,
state, and local agencies to gather all
information required to process
students' financial aid.
S & P's staff, consisting of eleven,
full-time systems analysts and
programmers, are responsible for
maintaining the records of more than
50,000 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 & P is responsible for scheduled
online processing of 29 systems and the
integration and maintenance of those
systems as needed. The section is also
responsible for the online, real-time,
updatable interface with University
Financial Services (UFS) for student
award and disbursement data and read-
only access to all registrar files, student
loan collections, accounts receivable,
payroll files, etc.
Nightly interfaces:
S & P is responsible for nightly
production interfaces with UF's
Registrar's Office, UFS, and student
payroll files to: pick up changes in
enrollment status, in academic and
financial flags, and in payroll earnings;
receive payment status information;
and exchange student fee deferment
and award information. Nightly
production also involves interfaces
within SFA files to trigger or halt the
next step of financial aid processing.


Electronic telecommunication:
* Federal Department of Education.
S & P is responsible for scheduling
and monitoring the daily, two-way,
electronic transmission of student
records to and from the federal
processor (currently SAIG-Student
Aid Internet Gateway). 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 Monthly
Payment Summary Reports, and
Board of Education (BOE) 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 Systems
(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/Admissions: SFA's online
computer screens are a subsystem of
the Office of the University Registrar's
Enhanced Application Generation
Language for the Enterprise (EAGLE)
system, a Web-based file viewing
system. EAGLE enables mainframe
databases and CICS resources to be
directly accessed from the Internet. As
such, S & P staff maintain ongoing
communication with the registrar's
staff to keep abreast of all changes to
the EAGLE 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.
UF Computing and Network Services
(CNS): S & P works closely with staff
for maintenance and updates to SFA's
online line modules, to programming
language changes and updates, and to
systems security. Additionally, CNS
houses the storage of all SFA's Student
Record files.
Federal Department of Education: S &
P staff work closely with federal
Department of Education contractors


Student Financial Affairs Annual Report 2002-03











to ensure proper transmission and
receipt of electronic student aid
records. This includes scheduling and
monitoring transmissions, annual
testing, and installation of program
updates.
Office of the UF CIO: S & P works
closely with UF Office of the Chief
Information Officer staff on various
projects, including interfaces with
EAGLE.
Knott Data Center: State processing for
automated financial aid grant and
scholarship systems is handled
through the Knott Data Center in
Tallahassee. Periodic communication is
required to schedule and monitor
electronic record transmissions and
resolve transmission and programming
problems.
Board of Education (BOE): S & P staff
work closely with BOE 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 Dean
of Students' offices with personal
computer 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 the World Wide Web.
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.

Systems Activities for
2002-03
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 with staff split between our
Legacy systems and our new
PeopleSoft Systems.
Ongoing projects: S & P continues to
have a long list of ongoing projects
geared toward creating a more unified
and efficient work environment. One of
these is continued responsibility for
programming and maintenance of
statistics on the Intertel phone switch in
Criser Hall. Another is continued
enhancement of SFA's Web presence
within Eagle and ISIS.
System maintenance: Financial aid
software is in a continual state of flux
due to changes in federal regulations
and the need to stay in compliance with
federal, state, and university regulations
and guidelines. This requires continual
modification to aid award and
disbursement programs.
New acquisitions: S & P continues to
maintain our desktop computers at the
Power PC standard. This year we have
continued to replace older equipment.
New projects: The year has had many
new challenges and responsibilities.
* We have installed three OS X servers
to enhance our online and network


capabilities. The three servers are the
email server, the Web server, and the
Filemaker Pro server.

* Eagle: Our Web-based system for
staff to view SFA student data was
completed this year. We now can
see all our files with three academic
years available.
* UF Bridges: The S & P staff has
begun preliminary groundwork for
converting over to the new
PeopleSoft software. We are
working hand in hand with our
staff located at the downtown UF
Bridges Office.
* UF Directory: The S & P staff
worked many long hours to convert
all student systems to read and/or
update the new UF Directory. We
are happy to say we were up and
running 100 percent at the end of
the implementation weekend.


Student Financial Affairs Annual Report 2002-03










"Student Financial Affairs staff participate in
many UF, Divisional, and SFA-sponsored
social and professional activities. Many also
volunteer to serve on UF, Divisional, and
SFA committees, or enroll for UF-sponsored
educational workshops and opportunities
through the Division of Human Resources
as avenues for professional growth.
Through these various activities, our staff
enjoy the spirit and rewards of university
professional life.
Susan Mickelberry
Coordinator, Information/Publication Services


staff & professional activities








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 A4 t Coordinator- Loans and Disbursements
Student A4t.:, Coordinator-Pell Grant, Manual Awarding, -.,i;rr Control, Verification
Student A. i Coordinator, Customer Service
Senior Accountant
Senior Fiscal Assistant
COti. Manager
Senior Secretary
Word Processing Operator
Senior Clerk, Receptionist


Customer Service
Erica Beard Financial Aid Coordinator
Debbie Coleman Financial Aid Coordinator
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 Senior Clerk


Vacant


Clerk


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

Financial Aid Programs
Scholarships and State Programs
Connie Reed Financial Aid Coordinator
Ruben Lopez Program Assistant


Student Loans
Lora Labonte
Joy Devore
Ashanta Simmons
Vacant


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 2002-03











Satellite Offices
Mike Menefee Student Financial A 4r. Coordinator, Health Professions,
Nursing, Pharmacy, & Veterinary Medicine
Eileen Parris Student Financial A it., Coordinator, Medical Center
Tom Kolb Student Financial tA ii, Coordinator, Dental School
Randy Patton Student Financial A4t,. Coordinator, Law School

Technical Processing and Support
Disbursements
Sharon Stebbins Financial Aid Coordinator
Jan Berlin Program Assistant
Document Editing
Annalise Adams Program Assistant
Vacant Senior Clerk
Manual Awarding
Jeff Citty Financial Aid Coordinator
Michael Daube Financial Aid Coordinator
Information/Publications Services
Susan Mickelberry Coordinator, Information/Publications Services
Jeffrey Stevens Computer Support Specialist
Quality Assurance
Rose Williams Financial Aid Coordinator
Pell Grant
Vacant Financial Aid Coordinator
Records/Optical Scanning
Berta Mills COti;, Manager
Scott Glisson Clerical Supervisor
Vacant Senior Clerk
Systems and Programming
Sharon Brown Computer Programmer Analyst
Darius Cauthen Computer Programmer Analyst
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
Wes Hetrick Computer Programmer
Training & Development
Chris Joseph Financial Aid Coordinator
Micheal Wood Financial Aid Coordinator
Verification
Rose Williams Financial Aid Coordinator
Larry Moore Financial Aid Coordinator
Max Mauney Financial Aid Coordinator
Pat Bush Senior Clerk



Student Financial Affairs Annual Report 2002-03







Professional Activities


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

Rick Wilder Associate Director
memberships: NASFAA; SASFAA; FASFAA: Past President, Conference Committee Program Chair, Finance
Committee Chair
UF committees: Reitz Scholars Mentor; Johnson Scholarship Committee; Minority Transfer Scholarship Committee

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
memberships: NASFAA, SASFAA: Instructor, FASFAA: President Elect

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

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: (...'. .- of Dentistry Financial Aid Committee, (..'.'. .' 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 A .v. -. Update Committee, Student Affairs Tech Committee, UF 150 Editorial Committee, UF
Bridges Advisory User Council (Communications), UF Portal Communications Workgroup, UFID & Directory Project
Publicizing Campaign Planning Advisory Group

Student Financial Affairs Annual Report 2002-03










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

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

Rodlee Ritter Student Affairs Coordinator
Customer Service
memberships: NASFAA, SASFAA, FASFAA: Fall Conference Program Committee

Nolan Simmons Student Financial Affairs Coordinator
Athletes
memberships: SASFAA, FASFAA

Randy Patton Student Financial Affairs Coordinator
Law School
memberships: NASFAA, SASFAA, FASFAA
UF committees: College of Law Financial Aid Committee

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





















Student Financial Affairs Annual Report 2002-03






































































Office for Student Financial Affairs, S-107 Criser Hall, P.O. Box 114025, Gainesville, FL 32611-4025
(352) 392-1275 (352) 392-1272 (TDD) www.ufsa.ufl.edu/sfa/




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