• TABLE OF CONTENTS
HIDE
 Front Cover
 Title Page
 Table of Contents
 From the director
 An overview
 Philosophy and mission stateme...
 2004-05 summary and highlights
 Fiscal review
 Administration
 Financial aid advising
 Financial aid programs
 Special programs
 Support services
 Technical systems & processing
 Staff & professional activitie...














Group Title: Annual report, University of Florida Office of Student Financial Affairs
Title: Annual report 2004-2005
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Permanent Link: http://ufdc.ufl.edu/UF00087105/00007
 Material Information
Title: Annual report 2004-2005
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: 2004-2005
 Record Information
Bibliographic ID: UF00087105
Volume ID: VID00007
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
    2004-05 summary and highlights
        Page 2
    Fiscal review
        Page 3
        Page 4
    Administration
        Page 5
        Page 6
    Financial aid advising
        Page 7
        Page 8
        Page 9
        Page 10
        Page 11
    Financial aid programs
        Page 12
        Page 13
        Page 14
        Page 15
        Page 16
        Page 17
        Page 18
    Special programs
        Page 19
        Page 20
    Support services
        Page 21
        Page 22
        Page 23
    Technical systems & processing
        Page 24
        Page 25
        Page 26
        Page 27
        Page 28
        Page 29
    Staff & professional activities
        Page 30
        Page 31
        Page 32
        Page 33
        Page 34
Full Text




Annual Report 2004-05


$. i


* UNIVERSITY OF Office for Student Financial Affairs
W' .- FLORIDA S-107 Criser Hall P. O. Box 114025 Gainesville, FL 32611-4025

A Division of Student Affairs Department Educating Leaders for a Global Community


L .'i








annual report

office for student
financial affairs

A Division of Student Affairs Department
Education leaders for a Global Community


july 1, 2004-june 30, 2005
Karen Fooks
Director

Ron Anderson
Associate Director
Elaine Stuckman
Associate Director
Rick Wilder
Associate Director

Susan Mickelberry
Editor and Design

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
www.sfa.ufl.edu

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.sfa.ufl.edu is screen-reader friendly.


Equal Opportunity Institution










table of


contents


Table of C ontents............................................................. ............................ iii
From the D director ............................................................. .......................
A n O overview ..................................................................... .......................
Philosophy and Mission Statement .................................. .......................2
2004-05 Summary and Highlights ............................. ......................2
Fiscal R review .................................. .......................................................... 3
A dm inistration ........................... .............................................................. 5
Financial A advising ........................................................... ....................... 7
Custom er 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 .............................. ......................28
Staff & Professional Activities .....................................................30
SFA Staff .................................................................. ....................... 31
Professional Activities .......................................................33




iii







Student Financial Affairs provides the
necessary resources to students who
would otherwise be unable to receive a
postsecondary education. In addition, we
continue to teach students valuable
money management skills and budgeting
techniques enabling them to be "Strong
Leaders for a Global Community."
Rick Wilder
Associate Director


office for student financial affairs








from the director


Tam pleased to present the 2004-05
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 2004 and continuing
through July 2005, 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."
SFA is comprised of excellent staff
members, dedicated to doing great work
and making UF's financial aid office the
best there is. Our Systems &
Programming area set the mark this year
by being awarded Davis Productivity
Awards, in conjunction with University
Financial Services, for their outstanding
achievements in creating new online
options for UF's ISIS system. Working at
the leading edge shared top billing in this
venture with teamwork, something we
all are proud of.
SFA's staff is 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.


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 almost $354,276,453.00
million in student aid from federal,
state, institutional, and private sources
to about enrolled 43,700 students, out
of a UF student body of 48,030 students
(Fall 2004).

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 2004-05








from the director


Tam pleased to present the 2004-05
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 2004 and continuing
through July 2005, 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."
SFA is comprised of excellent staff
members, dedicated to doing great work
and making UF's financial aid office the
best there is. Our Systems &
Programming area set the mark this year
by being awarded Davis Productivity
Awards, in conjunction with University
Financial Services, for their outstanding
achievements in creating new online
options for UF's ISIS system. Working at
the leading edge shared top billing in this
venture with teamwork, something we
all are proud of.
SFA's staff is 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.


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 almost $354,276,453.00
million in student aid from federal,
state, institutional, and private sources
to about enrolled 43,700 students, out
of a UF student body of 48,030 students
(Fall 2004).

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 2004-05









philosophy and

mission statement


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

he ;., -.i.; i. *..ii. ,,l 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.


2004-05 summary

and highlights


Academic year 2004-05 was a year of
change and adjustment, with many
new financial aid services created to
assist UF students. New forms were
designed and created for use on ISIS,
as we expanded online options and
information available to students
through this UF resource. Several
members of our Systems area were
awarded Davis Productivity Awards
for their outstanding achievements. In
general, all office areas were challenged
to maintain excellent service in our
ever-changing field of student aid.
2004-05 Activities of Note:
* Staff Granted Davis Productivity
Award for New Web Feature. This
year, SFA Systems staff and UFS
implemented online Perkins Loan
Master Promissory Notes, Entrance
Counseling, and UF Confirmation
options, providing students a faster,
easier way to complete Perkins
requirements so their funds could be
disbursed sooner. SFA and UFS were
jointly awarded a Davis Productivity
Award due to the success and scope
of this project.
* Eagle Screen Enhancements. Systems
area enhancements to the Eagle award
file, history file, and award revisions
screen provided staff with valuable
information, such as if a student's
MPN was complete, or when a student
confirmed or reduced his/her
Perkins loan and for what termss.
* Disaster Planning. SFA Systems &
Programming also created an SFA
Information Technology Business
Resumption Plan to accommodate
extreme situations such as a natural
disaster. As part of this plan, we began
offsite storage of a copy of all software,
file backups, and detailed information
that would be needed in the case of a
hurricane or other catastrophic event.
The plan will be reviewed and
updated every six months.
* Customer Service. A number of staff
changes resulted in a "split" of
technical processing functions and
counseling functions, with a two-
member special programs section
created to handle technical processing
duties associated with the study


abroad and transient/concurrent
enrollment programs.
Common Origination and
Disbursement (COD). This year was

our third using COD, the federal
financial aid delivery system for Pell
and Direct Loans. COD further
enhanced its Web site to make searches
easier for researching transmissions,
acknowledgements, and individual
loans. They also provided us more
Direct Loan reconciliation data for
monitoring account balances and
reconciliation problems, improvements
that directly benefited students.
Online PLUS Master Promissory
Notes. Academic year 2004-05 was our
second year using the online PLUS
Master Promissory Note (MPN) available
through the federal MPN Web site. The
speedier online MPN continued to
benefit prior and new PLUS borrowers,
and many more parents completed the
MPN using the federal site. Newly
completed electronic MPN data reaches
us in one to two business days,
allowing prompt release of funds.
Disbursements. Federal Direct
Stafford loan awards continued to
increase in volume and total disbursed
dollars each year. In 2004-05, we
disbursed more than $7 million more
in Federal Direct Loans than last year,
following $10 million increases in
disbursements the previous two years.
Disbursements anticipates closing out
academic year 2004-05 by the start of
March 2006 with an ending cash
balance of $0, out of $148.9 million in
Direct Loan funds disbursed.
Loan Consolidation. In 2004-05 we
saw a dramatic increase in the
number of students choosing to
consolidate their loans through the
Direct Loan Consolidation Program,
mainly due to students consolidating
their loans while interest rates were
at an all-time low. Many students
were able to lock in at a 2.875% fixed
rate without losing their grace periods
or other benefits. UF made students
aware of this consolidation option
through our SFA Newsletter and by
sending a special consolidation update
to students who had borrowed
through the Direct Loan Program.


Student Financial Affairs Annual Report 2004-05









philosophy and

mission statement


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

he ;., -.i.; i. *..ii. ,,l 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.


2004-05 summary

and highlights


Academic year 2004-05 was a year of
change and adjustment, with many
new financial aid services created to
assist UF students. New forms were
designed and created for use on ISIS,
as we expanded online options and
information available to students
through this UF resource. Several
members of our Systems area were
awarded Davis Productivity Awards
for their outstanding achievements. In
general, all office areas were challenged
to maintain excellent service in our
ever-changing field of student aid.
2004-05 Activities of Note:
* Staff Granted Davis Productivity
Award for New Web Feature. This
year, SFA Systems staff and UFS
implemented online Perkins Loan
Master Promissory Notes, Entrance
Counseling, and UF Confirmation
options, providing students a faster,
easier way to complete Perkins
requirements so their funds could be
disbursed sooner. SFA and UFS were
jointly awarded a Davis Productivity
Award due to the success and scope
of this project.
* Eagle Screen Enhancements. Systems
area enhancements to the Eagle award
file, history file, and award revisions
screen provided staff with valuable
information, such as if a student's
MPN was complete, or when a student
confirmed or reduced his/her
Perkins loan and for what termss.
* Disaster Planning. SFA Systems &
Programming also created an SFA
Information Technology Business
Resumption Plan to accommodate
extreme situations such as a natural
disaster. As part of this plan, we began
offsite storage of a copy of all software,
file backups, and detailed information
that would be needed in the case of a
hurricane or other catastrophic event.
The plan will be reviewed and
updated every six months.
* Customer Service. A number of staff
changes resulted in a "split" of
technical processing functions and
counseling functions, with a two-
member special programs section
created to handle technical processing
duties associated with the study


abroad and transient/concurrent
enrollment programs.
Common Origination and
Disbursement (COD). This year was

our third using COD, the federal
financial aid delivery system for Pell
and Direct Loans. COD further
enhanced its Web site to make searches
easier for researching transmissions,
acknowledgements, and individual
loans. They also provided us more
Direct Loan reconciliation data for
monitoring account balances and
reconciliation problems, improvements
that directly benefited students.
Online PLUS Master Promissory
Notes. Academic year 2004-05 was our
second year using the online PLUS
Master Promissory Note (MPN) available
through the federal MPN Web site. The
speedier online MPN continued to
benefit prior and new PLUS borrowers,
and many more parents completed the
MPN using the federal site. Newly
completed electronic MPN data reaches
us in one to two business days,
allowing prompt release of funds.
Disbursements. Federal Direct
Stafford loan awards continued to
increase in volume and total disbursed
dollars each year. In 2004-05, we
disbursed more than $7 million more
in Federal Direct Loans than last year,
following $10 million increases in
disbursements the previous two years.
Disbursements anticipates closing out
academic year 2004-05 by the start of
March 2006 with an ending cash
balance of $0, out of $148.9 million in
Direct Loan funds disbursed.
Loan Consolidation. In 2004-05 we
saw a dramatic increase in the
number of students choosing to
consolidate their loans through the
Direct Loan Consolidation Program,
mainly due to students consolidating
their loans while interest rates were
at an all-time low. Many students
were able to lock in at a 2.875% fixed
rate without losing their grace periods
or other benefits. UF made students
aware of this consolidation option
through our SFA Newsletter and by
sending a special consolidation update
to students who had borrowed
through the Direct Loan Program.


Student Financial Affairs Annual Report 2004-05











fiscal review


* Private Loan Web Page. In 2004-05,
our Loan Certification department
developed a Web page for private
loans on SFA's Web site
(http:/ /www.sfa.ufl.edu/ programs/
alternativeloans.html). The new page
explains what a private loan is, who is
eligible, and who may benefit through
a private loan program. The site also
provides information on how to
choose a lender and apply. Students
can link to preferred lenders' Web
sites to research their loan terms and
requirements and to complete the
application process online.
* Outreach and Training. SFA
continued to participate in Preview,
UF's summer freshman orientation
program. Our "Money Matters"
presentation was offered twenty-one
times in summer 2005, reaching the
6,986 students and approximately
14,000 family members who attended
Preview sessions. During Preview
Day Two, SFA Outreach staff and
other SFA professional staff
participated in Gator 1 Central-an
onsite financial aid counseling center,
affording parents and students the
benefits of the main financial aid
office without having to leave the
Preview orientation area.
* Information/Publications Services.
Our staff continued to contribute time
and skills to help with university
projects, this year assisting with the
Division of Student At4 in : 2003-04
Annual Report, the Seasons of
Adjustment Calendar, and the Reitz
Scholar Application and Poster
(www.ufsa.ufl.edu / ovp / publications.
htm). Our Webmaster volunteered
time to design and maintain the SEED
Web site. We upgraded the Forms area
of our site to forms students can
complete online before printing.
* Overseas Study Students with Aid.
The number of students participating
in UF-sanctioned study abroad
programs increased significantly
during 2004-05 from the 2003-04 year
from 1,567 in 2003-04 to 1,859 in
2004-05, an 18.6% increase. Likewise,
the number of participants receiving
financial aid rose from 1,148 in 2003-
04 to 1,371 in 2004-05 for a 19.4%
increase in aid recipients.


SFA functioned with a $3,758,113
operating budget in 2004-05.
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 68 percent of the total
budget, with the administrative
allowance and financial aid fee making
up the remaining 32 percent.
Staffing for 2004-05 was at 70.75 FTE as
of July 2005, staying fairly stable from
69.75 as of July, 2004.


In 2004-05, the increase in Salaries is due
to normal across-the-board annual raises.
Operating Expenses, 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 in the table below.


Student Financial Affairs Annual Report 2004-05


components of the office operating budget

BUDGET CATEGORY 2004-05 2003-04 2002-03

Salary and OPS $3,172,490 $2,893,970 $2,771,484

Operating Expense 359,704 280,039 315,044

Federal Work-Study Matching 225,919 233,964 204,322







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









"'Student Financial Affairs is
committed to providing students
with the highest level of service
and the tools necessary to make
informed and responsible
financial decisions."
Ron Anderson
Associate Director


administration








administration


As federal and state funding of
student education grants continues
to decrease and borrowing continues to
rise, effective distribution by the
financial aid office of funds available to
qualified students becomes increasingly
important. The administrative staff of
SFA, including the director and
associate directors, are responsible for
ensuring such distribution, while also
guaranteeing equal access to all
prospective students to UF. The smooth
and efficient administration of financial
aid programs and systems necessary
for awarding and distributing program
funds is the charge of SFA's
administration. The Director's office
manager and the accounting and
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 is responsible for
overseeing systems developments and
enhancements. 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 two full-time staff members
in the administrative area: a
receptionist who handles incoming
traffic, telephone calls, and sending out
facsimiles and a senior secretary who
assists the office manager directly with
payroll and personnel matters,
maintains quality control of all
outgoing and inhouse forms, and
administers a central forms catalog
system for each section within SFA.
Both are supervised by the Director's
office manager and 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 2004-05









"In keeping with the Division of Student
Affairs' mission and vision, the Office for
Student Financial Affairs strives to provide
exceptional service to UF students by offering
comprehensive financial aid assistance that is
delivered by a committed, competent, and
service-oriented staff"
Rodlee Ritter
Student A,4 rt,, : Coordinator


financial aid advising


X I


,.~. .......


Ix








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.

As a result of one retirement, one
resignation of senior advising staff, and
three internal promotions that led to
three coordinator 1 vacancies, customer
service experienced another challenging
year in 2005-05 with regard to staff
training and continuity.
The customer service financial aid
advising staff continues to include a
Student Affairs Coordinator 3 (Assistant
Director), six Student Financial Aid
Coordinator 2s, 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 2 and a Student Financial
Aid Coordinator 1. These teams are
responsible for assisting students with
all aspects of the financial aid process.
They 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.
The Customer Service telephone bank
is staffed by five, full-time clerical
support personnel and up to twelve
student assistants. The phone staff
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 became heavily
integrated in our morning front desk
general information services and they
continue to play an integral role in our
front desk advising services.


During 2004-05, the customer service
telephone staff handled 45,562
telephone calls, 5,173 less calls than the
previous year. We attribute this decrease
to the assumption that students are
using ISIS to obtain financial aid status
information instead of calling our office
for assistance, although the decrease
could also be attributed to having only
four full-time phone staff during the
spring semester as a the result of an
approved educational leave of absence
for the phone room supervisor.

Special Programs
A number of special financial aid
programs come under the auspices of
Customer Service, including the summer
AIM Program, study abroad programs,
financial aid for State University System
(SUS) transient students, concurrent
enrollment programs, revision petitions,
MBA traditional and 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. Both AIM
program admits and enrollees were
down significantly from last year's
program participants. The total number
of students admitted to the summer
2005 AIM program was 399, down from
565 admitted during the previous
summer. Of the 399 students admitted
238 actually enrolled, a decrease of 56
students from last year. Of these
students, 233 received $580,929 in grant
assistance to meet their costs for the
summer program compared to 293
students who received $679,816 during
summer 2004. (Note: Aid recipient
figures do not include athletes admitted
through the AIM program.)

* Study Abroad Students with Aid
The number of students participating in
UF-sanctioned study abroad programs
during 2004-05 increased significantly
from the 2003-04 year, from 1,567 in 2003-
04 to 1,859 in 2004-05, an 18.6% increase.
Likewise, the number of participants
receiving financial aid rose from 1,148 in


2003-04 to 1,371 in 2004-05, a 19.4%
increase. 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. Four
hundred fifty-three petitions were
received and 260 approved in 2004-05,
as compared to 496 received and 269
approved in 2003-04. The approval
percentage increased slightly from 54%
in 2003-04 to 57% in 2004-05. Failure to
submit appropriate documentation to
substantiate exceptional circumstances
and not demonstrating conditions
deemed to be extenuating were the most
common reasons cited for petition denial.

* 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 enrolled in this College
of Fine Arts program take classes from
Miami-Dade Community College and
UF. In 2004-05, 95 students received
financial aid to attend this program.


Student Financial Affairs Annual Report 2004-05











UF Milton Program, Milton, Florida.
Students enrolled in this IFAS extension
program may take classes at Pensacola
Junior College, University of West
Florida, Okaloosa-Walton Community
College, and UF In 2004-05, SFA
processed financial aid for 24 students in
this program.
UF Fort Lauderdale Program. Students
enrolled in this program may also take
classes at FAU and Broward Community
College. No students received aid
through this IFAS extension program in
Fort Lauderdale in 2004-05.
UF Fort Pierce Program. This IFAS
extension program allows students to
take courses through Indian River
Community College in addition to UE
No students received aid through this
IFAS program in 2004-05.
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 2004-05, UF
processed financial aid for 52 students
participating as SUS transients.
Seventeen visiting students attending
UF as transients from other schools
received aid from their respective
institutions during the past year.

* 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 2 is jointly
funded by our office and the College of
Business Administration MBA
programs. This award year, 750
students enrolled in fifteen non-
traditional MBA programs, an increase
of one hundred sixteen students from
those enrolled in similar programs in
2003-04.


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 2004-05, SFA processed
Federal Direct Stafford Loans for 340
students, seventy-two more than last
year. Private loan application volume
increased significantly from 17 in 2003-
04 to 75 in 2004-05. Loan awards
totaled more than $5 million compared
to $4.2 million in 2003-04.

* Emergency Short-Term Loan Program
Short-term loan (STL) volume has
continued to decrease in both the
number of student borrowers and the
dollars borrowed from the Short-Term
Loan (STL) program over the past
several years. The greatest need for STL
assistance continues to come at the start
of fall term. During 2004-05, 838 different
students borrowed STL funds in the
amount of $800,705, compared to 866
students borrowing $841,854 last year.
Graduate students with delayed federal
loan disbursements due to late fee
waiver posting by the university
comprise the largest population of STL
borrowers. 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 3,312 student files met
conditions for termination or
suspension in 2004-05 as compared to
3,275 in 2003-04. Likewise, 1,638
petitions were reviewed as opposed to
1,730 in the previous year. The number
of students flagged for financial aid
academic progress requirements has
remained very consistent over the past
several years.
Unofficial Withdrawals. In recent
years, the federal government began
requiring 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
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 2004-05, 354
such students were flagged, 46 more
than last year, and UF was required to
reimburse the accounts for 97 students in
the amount of $91,230. This reflects a
$22,904 increase in institutional liability
from the previous year. The spring term
continues to be the most problematic
with regard to obtaining enrollment
information for students identified as
possible "walk aways," since professors
and class instructors are traditionally
away from campus during the summer
when attendance verification is being
sought.


Student Financial Affairs Annual Report 2004-05








satellite offices


Looking Ahead
As a result of key reassignments in the
senior advising positions and the hiring
of several new entry-level advisers,
emphasis in the customer service area
will continue to focus on specialized
training in areas such as professional
judgment, verification, and need
analysis concepts in an effort to increase
the knowledge base of advising staff at
all levels.
For 2005-06, changes to the customer
service area include the reallocating two
staff members to a newly developed
special programs processing section.
Creating this new area is intended to
shift the technical processing duties
associated with the study abroad and
transient/concurrent enrollment
programs from one customer service
adviser to two, at the same time
allowing any member of an individual
advising team to handle student
inquiries regarding any type of special
program in which a student
participates. Awarding aid for summer
AIM participants will also be handled
by the students' regularly assigned
advising teams rather than by only one
senior adviser.
Administration of the academic
progress program will also be moved to
the new special programs area,
although the financial aid advisers will
be the student's point of information
regarding the requirements and petition
process.
Customer Service believes these
changes will allow financial aid
advising staff to concentrate their
efforts on providing quality financial
aid counseling service to all students
without being burdened with the
technical processing aspects of the
special program in which students
may enroll.
Lastly, in conjunction with this new
"split" of technical processing
functions and counseling functions,
the customer service area will take on
the new name of Financial Aid
Advising, which more closely
describes the primary functions of this
SFA department.


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 and 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 Public Health
and Health Professions;
Nursing; Pharmacy; and
Veterinary Medicine
The two Health Sciences Center (HSC)
Financial Aid Administrators are
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 administrators provide 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
rooms G206 and G208.

College of Law
Of about 1,200 UF law students,
approximately 90% receive some form
of financial aid. During 2003-04, more
than $15,300,000 in federal loans were
paid to 1,001 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 and
grants based on committee decision.
Two hundred fifty-one students
received $806,745 from these funds in
2003-04. In addition, approximately
$376,000 in state grants and
scholarships were administered to
minority students through this office.

College of Medicine
The College of Medicine (COM)
comprises nearly 1,000 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 to


Student Financial Affairs Annual Report 2004-05











graduating students. The Financial Aid
Coordinator is responsible for
overseeing the numerous scholarship
and loan accounts at the UF Foundation,
as well as maintaining the COM
financial aid Web site.


special programs

FA administers a program to meet
the needs of a specific group of
students by a financial aid professional
with specialized knowledge of federal,
state, or UF requirements relating
specifically to these groups.

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.


Student Financial Affairs Annual Report 2004-05






"Part-time student jobs continue 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."
Donna Kolb
Student A\ rt.:,: 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.


-- at ~ir iill~l
',,,,,,,,,,,4 _
'--,, ^ -


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 decreased
somewhat, from $21,700,834 in 2003-04
to $21,056,478 in 2004-05. The number
of Pell Grant recipients also decreased,
from 8,269 to 8,022.

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 2004-05, $2,304,651 was
disbursed to 1,574 students through this
program, fewer dollars to substantially
fewer students from last year's figures of
$2,339,182 to 2,520 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. Substantially fewer Turner
dollars were awarded to fewer
recipients this year. In 2004-05,
$5,431,799 were awarded to 2,581
students, compared to last year's totals
of $8,295,775 awarded to 3,835
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 direct contrast with
FSEOG, the 2004-05 FSAG per student
award increased from last year. In 2004-
05, 4,357 UF students received awards
totaling $5,600,500.
More information about state programs
can be found in the State Programs
section of this report.


Student Financial Affairs Annual Report 2004-05


$25,000,000
$20,000,000
$15,000,000
$10,000,000
$5,000,000 '

2004-05 2003-04 2002-03

Pell Grant Dollars Disbursed


9,000-
8,000
7,000
6,000
5,000
4,000 "-
3,000-
2,000-
1,000
0
2004-05 2003-04 2002-03

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:

2004-05: 12,539, 757 to 5,954 students
2003-04: 12,087, 666 to 5,267 students
2002-03: 10,113, 519 to 5,985 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.


Dollars Disbursed


Scholarship Awards


Number of Scholarship Awards
*Excludes State Scholarships, Custodial
Awards, and Tuition Fee Waivers


Student Financial Affairs Annual Report 2004-05


2004-05 2003-04 2002-03


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:
2004-05: $62,066,583 to 24,533 students
2003-04: $51,576,794 to 24,115 students
2002-03: $51,414,189 to 23,435 students
In a huge increase over last year,
$62,066,583 in Florida Bright funds were
disbursed to 418 more UF students. 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.


Dollars Disbursed


Student Financial Affairs Annual Report 2004-05


$70,000,000

$65,000,000

$60,000,000

$55,000,000


2004-05 2003-04 2002-03
State Program Dollars Disbursed


30,000

29,500

29,000

28,500

28,000
2004-05 2003-04 2002-03

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. FCS
allows students to work with various
community agencies dedicated to
improving community living. Jobs are
located at Acorn Clinic, Boys and Girls
Clubs of Alachua County, North
Central Florida YMCA, and many
other community service
organizations.

* 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 2004-05, the total
amount of FWS (including FCS) and
OPS Earnings was $11,515,929 which
was paid to 6,778 students.

Job Searches
As a result of the implementation of
PeopleSoft, beginning in June 2004 a
new procedure went into effect for
searching for jobs at UF Students who
are current UF employees now search for
jobs at http://my.ufl.edu by navigating
to "My Self Service" and then to "Jobs
at UF." All other students access jobs by
going to http:/ /jobs.ufl.edu.
Student Employment also offers outside
employers the opportunity to post job
offerings for UF students. Students
interested in working off-campus can
view these job listings at
http: / /www.sfa.ufl.edu/job.html.

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: http:/ /www.sfa.ufl.edu/.


Student Financial Affairs Annual Report 2004-05


FWS OPS FWS OPS FWS OPS
$12,000,000
$10,000,000
$8,000,000 m -
$6,000,000 D
$4,000,000 -
$2,000,000
$0
2004-05 2003-04 2002-03
Dollars Disbursed through Employment


2004-05 2003-04 2002-03
No. of Students Employed


I"..1111









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. The 2004-
05 school year was UF's 11th year of
participation. The Direct Loan program
differs substantially from the Federal
Family Education Loan Program in that
private lenders are not involved. The U.
S. Department of Education (USDOE)
acts as both lender and guarantor for
Direct Loans, so only two agencies are
involved: the federal government and
the university. The university originates
loans, 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 application
processes, electronic transmissions, 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
The Loan Certification Department
administers the Direct Loan programs,
including Federal Direct Subsidized
Stafford Loans, Federal Direct
Unsubsidized Stafford Loans, Federal
Direct PLUS Loans, and certifies
alternative educational (private) loans.

SFederal Direct Stafford
Loans/Federal Direct
Unsubsidized Stafford Loans
Subsidized Stafford loans are need-
based, federally insured loans that can
be repaid after graduation. Interest does
not accrue on subsidized loans until the
grace period expires, which is six
months after students leave school or
graduate. The Unsubsidized Stafford
Loan was developed to meet the
educational costs for middle-income
students who do not qualify, in whole or
in part, for Subsidized Stafford Loans.


"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, 2004, through June 30, 2005,
the Stafford Loan interest rate was set at
2.77% and capped at 8.25%. The interest
rebate offered to encourage timely
repayment remained at 1.5%.
* Federal Direct PLUS Loans
The PLUS 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.
PLUS does not require students or
families to demonstrate need.
From July 1, 2004 through June 30, 2005,
the PLUS variable interest rate was set at
4.17% and capped at 9%.

* Federal Direct Consolidation
Loans
In 2004-05 we saw a dramatic increase
in the number of students choosing to
consolidate their loans through the Direct
Loan Consolidation Program. This
increase was mainly due to students
being able to consolidate their loans
while interest rates were at an all-time
low. Many students were able to lock in
at a 2.875% fixed rate without losing their
grace periods or other benefits. UF made
students aware of this consolidation
option through our SFA Newsletter and
by sending a special consolidation
update to students who had borrowed
through the Direct Loan Program.

*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
Stafford funds paid to students rose
from $138,751,645 in 2003-04 to


$146,356,309 in 2004-05. This was an
increase of $7,604,664.
The total amount borrowed in PLUS
loans for the 2004-05 year was
$4,819,078, an increase of $573,634 from
the previous year.
*Loan Default
UF's Federal Direct Loan Program's 2002
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. Financial Aid Advisers and
SFA's Information/Publications section
emphasize this through personal student
contact, loan application materials, and
the SFA Web site. Further, the loan
confirmation site provides a link to the
National Student Loan Data System, so
students can review their loan debt prior
to accepting additional loan funds.

*Regulatory Update
No new regulatory issues were
initiated for the Direct Loan programs,
for 2004-2005. The expected federal
reauthorization of financial aid was not
completed, and current regulations
were extended until March 31, 2006.

Technological Services

Electric Master Promissory Note
The electronic Master Promissory Note
(MPN) process for Stafford and PLUS
Loans continued to be successful.
EAGLE
Minor enhancements were made to
EAGLE screens throughout 2004-05.
Three new AidlD's were issued for



$155,000,000
$145,000,000
$135,000,000
$125,000,000 -
$115,000,000
$105,000,000
$95,000,000
$85ss,000,000ooo
$75,000,000
2004-05 2003-04 2002-03

EStafford Loan Dollars Disbursed


Student Financial Affairs Annual Report 2004-05













33,000
31,000
29,000
27,000
25,000
2004-05 2003-04 2002-03



Direct Loans, one for each loan program
(SUB/UNSUB/PLUS).

* COD
The only changes to the COD systems
for 2004-05 were minor revisions to the
file data and message classes.
However, the edit portion of the COD
system experienced problems in regard
to "Edit 039" (award amount exceeds
the maximum annual limit). Many
supplemental loans were rejected in
error due to COD's 039 system edit
problem. Because it took time for COD
to implement a system fix for this edit,
these loans had to be manipulated,
monitored, paid, and recorded manually.
*NSLDS
No major technological changes
occurred to NSLDS for the 2004-05
school year. However, as a result of the
low interest rate for Direct Loans, 2004-
05 saw a major increase in the number
of Federal Direct Consolidated Loans
reported on the NSLDS system.
*Private Loans/ELM
During 2004-05, the Loan Certification
department developed a Web page for
private loans through SFA's Web site. Go










"Student Financial Affairs strives
continuously to give first-class service to
all students, both at the customer service
counters and in the timely, efficient
processing of each student's aid."
Peggy Myers
Student A r.:, Coordinator


Special Programs


I Ow








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 2003-04 academic year.


Verification


Quality Assurance
Procedure
The Department of Education initiated
a redesign of Quality Assurance (QA)
practices in the 2000-2001 academic
year. Beginning with 2005-04, a QA
sample of approximately 350 students
will be drawn every other year. This
year SFA collected tax returns and
other verifying documentation, and
then used the "initial" and "paid on"
financial aid data to perform statistical
analysis to assess institutional
verification practices. Self assessments
of management practices were 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 2004-05 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
Assets

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 2004-05, 7,809 student files were
selected for verification. Of that total,
6,466 students completed the process,
yielding an 83% completion rate.
Another 4,073 student files were found
to be discrepant. Seventy-one percent
(2,893) of the discrepant files were
completed.


Student Financial Affairs Annual Report 2004-05










"SFA's Training and Outreach section
participates each year in the Summer
PREVIEW program, meeting with students
and their families to provide general
financial aid information as well as
individualized financial aid counseling.
Meeting and talking personally with
incoming students and their families in their
first contact with UF is a great opportunity
and what our job is all about."
Ron Anderson
Associate Director


support services








Information/Publication

Services


SFA's Information/Publications (IP)
Services area 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 who
administers this section works 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 Webmaster who
administers SFA's Web site, plus a
paraprofessional staff of four Federal
Work-Study students. IP is also
responsible for inhouse 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,
inhouse 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.
IP also provides annual updates to SFA
information contained in university
catalogs and publications. The section
often provides publication design and
production assistance or serves on
committees of the Division of Student
Affairs, this year assisting with copy
and/or photos for the the Student A4 t.;,*
Seasons of Adjustment Calendar for Parents
and the Division of Student A,. Ft
Annual Report, both available at:
www.ufsa.ufl.edu / ovp / publications.htm
In the area of print publications, this
year IP again published the SFA
Presentation Folder, SFA Bookmark, 1st-
Time Applicants Guide to Financial Aid


brochure, and the SFA Newsletter as
well as our brochure series, revising,
updating, and reprinting as necessary.
All publications are available from
S-107 Criser. Online versions of our
printed publications are available on
our Web site.
IP again issued news releases on
important financial aid activities and
information. Widely publicized again
this year was the progress of my.UFL
the new UF web portal.
At the beginning of Fall 2004, our SFA
Webmaster, an IP team member,
redesigned the Web site, which
continues to receive praise from users.
In September, he accepted another
position elsewhere at UF, and the
position was vacant for much of the
rest of the year. Our new Webmaster,
Andy Koop, joined our team in April
2005 and spent the rest of the year
updating the site. We welcomed him
aboard enthusiastically.
The SFA Web site is information heavy
and user friendly, providing
comprehensive 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 continued to
participate in several UF committees,
volunteering to maintain the UF
Alcohol and Drug Education Policy
Committee (ADEPC) Web site.
IP continues to support SFA's Training
& Development section and other SFA
staff with presentations and
publications, as needed, including
designing and producing reports/
report covers, posters, flyers, etc.

Publications
Many of the following Publications and
Forms published annually by IP are


also formatted into pdf format for
inclusion on our Web site on the Forms
and Publications pages.
* SFA World Wide Web site
* 2005-06 Gator Aid Handbook
* 2005-06 Gator Aid Application Guide
B SFA News-a spring,summer, and
fall edition newsletter to student
aid recipients
* SFA Presentation Folder
* SFA Bookmark
B Brochures: First-Time Applicant's
Guide to Gator Aid, University of
Florida Withdrawal Information,
Looking for Scholarships & Financial
Aid, an SFA Student Opinion Survey,
Welcome to the COnt ,- for Student
Financial A4 ttri: 3-Step Checklist to
Get Your Loan, Florida Prepaid Collg.c
Program, We're on the WEB, Direct
Deposit, Student Employment,
Financial Aid for Students with
Disabilities, International Student Aid,
and Studying Abroad & Financial Aid.
B 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.
B UF Additional Aid Form, Federal Direct
Plus Data/Confirmation Form, and
others
B 2004-05 Student Financial A4t.,
Annual Report


Student Financial Affairs Annual Report 2004-05











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
UF's Outreach Coordinator continues 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 each year,
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 made for
professional students in the colleges
of Medicine, Dentistry, Veterinary
Medicine, and Law by the respective
staff members of those areas.
Workshop dates are published in the
Independent Florida Alligator and the


Gator Aid Application Guide and
advertised on housing 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 continued to participate in Preview,
UF's summer freshman orientation
program. In summer 2005, Outreach staff
offered SFA's "Money Matters"
presentation twenty-one times. The
Money Matters PowerPoint presentation
allowed Outreach staff to thoroughly
brief families about financial aid
programs. In summer 2005, 6,986
students and approximately 14,000
family members attended Preview
sessions. On Preview Day Two, SFA
Outreach staff, accompanied by other
SFA professional staff, participated in
Gator 1 Central, an onsite financial aid
counseling center, affording parents and
students the benefits of the main
financial aid office without having to
leave the Preview orientation area.
Outreach & Training staff also participated
in all regular student orientations during
the year to accommodate lower- or upper-
division transfer students.
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. 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 2004-05









"Researchers say private loans-accounting
for $5 billion plus annually-are the fastest
growing form of student aid. UF is no
exception to the trend. Each year we receive
and disburse more private loan funds than
" .the previous year. In 2004-05, we released
Private loan checks to 864 students (most with
multiple checks), for a total of over $6.68
million dollars-an increase of $1.4 million
over 2003-04."
Sharon Stebbins
Computer Programmer Analyst Manager


technical systems & processing











Awarding

Awarding 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.
Awarding also has responsibility for
oversight of the Pell Grant program.


Disbursements & Fund


Reconciliation


The Disbursements Department
monitors and controls the automated
disbursement systems and works with
University Financial Services (UFS) to
ensure that the batch disbursement
programs run correctly and efficiently.
The staff consists of a Financial Aid
Coordinator III, who develops the
program specifications for the numerous
automated systems; a Financial Aid
Coordinator II responsible for
implementing regulatory requirements
mandated by the federal and state
governments and supervising an OPS
worker in daily quality control review of
reports; and a Program Assistant who
supervises an OPS/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.
They also submit all processed checks to
the University Cashier's vault for deposit.
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 2004-05, Disbursements monitored
and authorized disbursement of
$41,002,215 in grant funds,
$133,834,774 in scholarships, and
$167,912,535 in student loan funds. The
total amount authorized through this
section was $342,749,524.
Disbursement Processing
Updates
Regulatory Changes:
. There were no changes to Title IV


regulations in 2004-05. The 2004
Higher Education Act (HEA)
reauthorization was delayed, and
Congress passed extension bills to
keep the current HEA active.
General:
* Online Options and screen
enhancements. SFA Systems staff and
UFS implemented online Perkins Loan
Master Promissory Notes, Entrance
Counseling, and UF Confirmation
options, providing students a faster,
easier way to complete Perkins
requirements so their funds could be
disbursed sooner. Enhancements to the
award file, history file, and award
revisions screens also provided staff
with valuable information, e.g., if a
student's MPN was complete, or when
a student confirmed or reduced
his/her Perkins loan and for what
termss. Disbursements often monitors
specific students or assists advisers in
monitoring, so the new Perkins data
was extremely helpful.
* Address Problems. Missing and
incorrect addresses continued to be an
issue for online payments made at UFS
(UF checks and Direct Deposit) and for
checks mailed by Disbursements. Late
in 2004-05, plans were made for direct
data transfer from the UF Directory to
Eagle screens and to alert students on
how to prevent address problems.
* AidIDs and Batch Net Check: We
assigned a number of specific financial
aid awards with AidlD's greater than
0250 new AidlD's lower than 0250.
Once identified with lower AidlDs the
non-predict awards could be picked
up in Batch Net Check for automated
payment. SFA and UFS continue to ask
UF Bridges for modifications that
would allow Batch Net Check to pick
up all possible AidID's.
Direct Loans and COD (Common
Origination and Disbursement):
* Federal education loan programs are
now the single largest source of
college financial assistance in the
nation. Subsidized Stafford loans
account for nearly half of annual
federal borrowing. We see this
demonstrated at UF, where Stafford
loan awards continue to increase in


Student Financial Affairs Annual Report 2004-05














volume and total disbursed dollars
each year. In 2004-05, we disbursed
more than $7 million more in Federal
Direct Loans than in 2003-04.
* Historically low interest rates in fiscal
year 2004-05 led to record levels of
student loan consolidation before rates
increased on July 1, 2005. This included
in-school consolidation, generating
many inquiries to our office.
* This year was our third using COD, the
federal financial aid delivery system for
Pell and Direct Loans. COD continued
to enhance its Web site, which we use
regularly. The newest enhancements
made searches easier for researching
transmissions, acknowledgements, and
individual loans. They also provided us
more Direct Loan reconciliation data for
monitoring COD account balances and
potential reconciliation problems.
This year we received transmitted
"acknowledgements" from COD for
Web-based updates. Sometimes we
must correct a student's disbursement
or repayment data online to COD. The
online acknowledgements provide us
COD's documented feedback and
allow us to archive the data with our
other COD acknowledgement reports.
Another plus in 2004-05-we
experienced a noticeable, welcome
decrease in problems caused by COD's
system that required COD intervention.
* Academic year 2004-05 was our second
year using the online PLUS Master
Promissory Note (MPN) available
through the federal MPN Web site. The
speedier online MPN continued to
benefit prior and new PLUS borrowers,
and we noted that many more parents
completed the MPN using the federal
site. Newly completed electronic MPN
data reaches us in one to two business
days, allowing prompt release of funds.
* Our Direct Loan edit program was
updated to allow an additional
automation that identifies students
who appear to be over aggregate loan
limits, but who have already been
confirmed eligible by Loan Certification
staff. The program sets a code for
release, which prevents duplicate
research efforts and allows students'
funds to be disbursed without delay.


* Late in 2004-05, to prevent the
lengthy and tedious process required
when we must re-use a loan AidID,
we requested and received three new
AidID's to process and pay Direct
Loan funds-one each for Sub,
Unsub, and PLUS.
* NSLDS began making adjustments for
undergraduates who had previously
received loans as a graduate student.
The enhancement reduces instances
where students files kick out
incorrectly as exceeding aggregate loan
limits and helps prevent a potential
overpayment of Stafford funds
(POSTS) on our files as we read
NSLDS data. A POST setting freezes a
student's file so that Stafford funds
cannot be disbursed.
* In 2004-05, the Federal Department of
Education (FDOE) added the "School
Balance Confirmation Screen" to the
COD Web site. It allows a school to
confirm a close-out zero balance
online for an academic year, which
immediately sets in motion the
remaining FDOE processes to finalize
the academic year for the school. We
first used the new screen to close-out
confirmation of academic year 2003-04.
* We continued to refine our
combination automated/manual
procedures to pay retroactive
summer-A Stafford and PLUS loans.
This allowed swift disbursement,
once loan requirements were met, of
more than 900 retroactive summer-A
Direct Loans.

Custodial Scholarships:
* This was our first full year using
PeopleSoft software, data bases, input
documents, and procedures to deposit
Custodial Scholarship checks to UF's
bank. It was a challenging year, as
new problems and quirks arose
constantly. Some of the problems
needed intervention from other
departments as well, adding to the
complexity. We are still learning.
* A positive "down-sizing" influenced
by PeopleSoft deposits and done in
conjunction with UFS and SFA's
Scholarship section was narrowing
the selection of SAMAS account
numbers used for depositing


scholarships. This increased ease and
speed in assigning SAMAS numbers
as we process incoming checks. It
also simplifies training of OPS staff
and student assistants.
* Our new PeopleSoft deposit
responsibilities included follow-up and
resolution on any bounced check
(custodial scholarship or foreign) we
deposited to UF's bank, a lengthy
process. We created critical steps and
procedures to handle this delicate
situation with donors, as well as to
satisfy UF protocol for returned checks.
This situation regrettably affects any
student recipient's overall UF account,
which is flagged until resolution. We
assist the student as much as possible.
Private/Alternative Loans:
* Researchers say private loans-
accounting for $5 billion plus
annually-are the fastest growing
form of student aid. UF is no
exception to the trend. Each year we
receive and disburse more private
loan funds than the previous year. In
2004-05, we released private loan
checks to 864 students (most with
multiple checks), for a total of over
$6.68 million dollars-an increase of
$1.4 million over 2003-04. This is
understandable, as educational cost-
of-attendance has increased while
Stafford loan limits have remained
constant. We see private loan
payments increase to cover the gap.
* In 2004-05 we created, tested, and
implemented a program that
automated several private loan
procedures. Some of the automated
tasks were: identifying checks
requiring manual review; identifying
checks ready to release; and for those
checks ready to release, updating
data on the Award file and the
Checks file. This automation has been
a tremendous time saver, and
decreases the chance for human error.
* Facilitated by the above automation,
we requested and received checks
from private loan lenders a full ten
days prior to the start of the upcoming
academic term. We jump-started this
in summer-B term, allowing us to
release significantly more private loan
checks the first week of classes.


Student Financial Affairs Annual Report 2004-05













* We continued to use ELM/NDN, a
clearinghouse used by UF and many
lenders providing private educational
loans to UF students. We had a smooth
year and have found ELM Customer
Service staff of invaluable assistance to
us in researching problems with
lenders. They often act as liaison
between UF and the lender, saving us
time and providing swift answers.
* Individual checks greater than $10,000
received through ELM still had to be
endorsed by two parties to prevent the
checks from bouncing at ELM's bank.
We continue to request that this be
modified. This double endorsement is
more burdensome each year as
students borrow higher amounts.
Reconciliation with USDOE
* We anticipate closing out academic
year 2004-05 by the start of March 2006.
We will be dosing with an ending cash
balance of $0, out of $148.9 million in
Direct Loan funds disbursed.
Looking Ahead
* Because SFA will be pulling address
data directly from the UF Directory
we expect to see fewer paper checks
returned in the mail.
* Finance and Accounting has
announced that CashNet, a new
deposit system, may be coming in
2005-06. If so new training, protocols,
and procedures must be established.
* Until CashNet arrives, we will
monitor the PeopleSoft deposit
process to ensure accuracy and
provide a timely flow of checks. We
will continue to document unique
problems and their resolutions.
* In addition to requesting that AidID's
over 0250 be added to Batch Net
Check, we continue to request a
solution to another concern. Batch Net
Check skips over, erratically, some
Overseas and Transient students. The
number of these "missed" students
increases yearly, and we must identify
and manually pay each one.
* We look forward to Systems providing
a confirmation-date field on our files
and Eagle screens.
* We will research how to release more
summer loans without using
retroactive payments.


Data Entry


The Data Entry staff is comprised of
one Program Assistant, one half-
time data processor, and four
"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 in
house 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/

Mailroom
The Document Editing Section is
Where the application processing
cycle begins. The staff, comprised of a
senior clerk, an office manager (also a
part of the Records area staff), and three
to five student assistants shared with
the Records area. This staff is also
responsible for the Mailroom.
The staff of this section receive, sort,
date-stamp, and bar code certain
documents and distribute all incoming
mail. This area handles the majority of
all bulk and first-class mailouts for the
office, including bulk mailings of
financial aid application packets to all
Florida high schools and community
colleges at the beginning of every
application year.
Staff are also responsible for
distributing morning production of
documents bar-coded the day before, as
well as working error reports produced
by the process.
The Senior Clerk is responsible for
keeping an inventory of all required
mailout supplies and for coordinating
with the publications area to maintain
an adequate inventory for mailouts and
for walk-in students.


Records & Optical

Scanning


SFA's Records/Optical Scanning
Section maintains an accurate, up-
to-date system of records consisting of
active and inactive files stored in three
different file systems. This section,
comprised of an office manager, two
senior clerks, and shared document
editing and mailroom Work-Study
students, optically scans all records,
purges the file system once a year, and
merges current files with those of
previous years' applications.

KIDDS (Kofax Index
Digital Document System)
KIDDS, an administrative application
on UF's ISIS Web server, implemented
in late 1999, allows our Records area to
scan student documents on a high-
speed, high-resolution scanner and
store them on a file server at NERDC.
KIDDS enables UF staff to access
student documents on a standard Web
browser by using their NERDC ID and
password.

Statistics
Documents generally are scanned
using KIDDS within two to four
working days after their receipt.
Following are statistics on documents
received and scanned by Records for
the 2004-05 school year: Verification
Checklists, 39,461; electronic data
changes from the FAFSA, 10,642; Pell
Calculations, 14,657; and awards and
award revisions, 46,377. The majority
of documents were received between
June and September. The total number
of documents received and scanned
during the year was 189,971.


Student Financial Affairs Annual Report 2004-05









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 33 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 2004-05











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.
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
2004-05
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 returning from the
PeopleSoft Project.
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 enhancement of SFA's
Web presence within Eagle and ISIS.
We review and fine tune these
programs continually to better assist
staff and students who use the various
systems.
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
review and 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.

* The Florida Department of
Education's Office for Student
Financial Assistance changed their
financial aid system. With this
change, the method of exchanging
financial aid data and the format of


that data changed. Many existing
systems were updated to
accommodate this change.
* This year SFA, jointly with UFS,
created a Web site feature that
enables students to confirm their
Federal Perkins Loan funds and sign
their promissory notes electronically.
The Web site feature takes students
through the confirmation process
step by step. SFA and UFS were
jointly awarded a Davis Productivity
Award due to the success and scope
of this project.
* Systems created an Information
Technology Business Resumption
Plan for SFA. As part of this plan,
we began offsite storage of a copy
of all software, file backups, and
detailed information that would be
needed in the case of a hurricane or
other catastrophic event. Every six
months this kit will be reviewed
and updated.

" We transitioned SFA staff from the
departmental mail server to UF's
GatorLink mail server.
* We created a file to maintain term by
term student class, college, hours
enrolled, and hours earned. We also
created a Web page in Eagle for easy
access to this data.


Student Financial Affairs Annual Report 2004-05







"Student Financial Affairs staff participate
in university, national, and state
professional organizations and committees,
frequently taking leadership rolls. Our staff
also participate in social activities that
bring staff together to enjoy each other and,
or even, in projects such as the United Way
Office Olympics, that benefit the
community at large.
Susan Mickelberry
Information/Publication Services


staff & professional activities








SFA Staff


Karen Fooks
Rick Wilder



Elaine Stuckman
Ron Anderson

Norma Kuhr
Donna Kolb
Donna Fowler
Peggy Myers
Rodlee Ritter
Terri Wilder
Keisha Williams
Anne Newman
Amanda Hollingsworth
Shirley Moore

Customer Service
Erica Beard
Debbie Coleman
Patricia Baillargeon
John McFarlin
Rhonda Riley
Katrice Crawford
Chiney Jones
Carolyn Repko
Jerry Poe
Laura McNamara
Talia Rogers
Tonja Cave
Lakeatrice Williams
L'Tonya Johnson


Special Programs
Nolan Simmons
Bill Watson


Director
Associate Director-Financial Aid Advising; Scholarships, State Programs; StudentEmployment;
Student Loans; CollIee of Medicine; College of Dentistry; College of Law; College of Veterinary
Medicine; Nursing; Pharmacy; Funds Management; Federal, State, and Institutional Audits; and Reporting
for Federal Programs
Associate Director-Systems Development and Enhancements
Associate Director-Data Processing, Document Editing, Information/Publication Services, Outreach,
Manual Awarding, Pell Grant, .',,.i;rt Control, Records/Optical Scanning, and Training & Development
Associate Director-Systems & Programming and Tech Supoport
Assistant Director-Scholarships and State Programs, Student Employment
Student A4 t Coordinator- Loans and Disbursements
Student A4t., i Coordinator-Pell Grant, Manual Awarding, ',I.i;rr Control, Verification
Student A1 Coordinator, Customer Service
Senior Accountant
Senior Fiscal Assistant
OCti. ,- Manager
Senior Secretary
Senior Clerk, Receptionist



Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Clerical Supervisor
Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Senior Clerk
Senior Clerk
Clerk



Financial Aid Coordinator, Athletes
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
Christina Lamb

Student Employment
Ruth Strawder
Monica Johnson
Connie Welcome


Financial Aid Coordinator
Financial Aid Coordinator
Program Assistant
Financial Aid Coordinator


Financial Aid Coordinator
Senior Clerk
Senior Clerk


Student Financial Affairs Annual Report 2004-05











Satellite Offices
Mike Menefee

Eileen Parris
Tom Kolb
Carol Huber


Student Financial A4 t)i. Coordinator, Health Professions,
Nursing, Pharmacy, & Veterinary Medicine
Student Financial A-t).i Coordinator, Medical Center
Student Financial A i).: Coordinator, Dental School
Student Financial 4-\ t). Coordinator, Law School


Technical Processing and Support


Disbursements
Sharon Stebbins
Carol Lamb
Document Editing
Annalise Adams
Tamara Butler
Manual Awarding
Matt Stubbington
Michael Daube


Financial Aid Coordinator
Program Assistant


Program Assistant
Senior Clerk


Financial Aid Coordinator
Financial Aid Coordinator


Information/Publications Services
Susan Mickelberry IT Expert
Andy Koop Coordinator, Information/Publications Services
Quality Assurance
Rose Williams Financial Aid Coordinator
Pell Grant
Maria Morales Financial Aid Coordinator
Records/Optical Scanning
Berta Mills C'lt-1 ,, Manager
Judy Krueger Clerical Supervisor
Brook Smith 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
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 & Developme
Vernon Wright
Micheal Wood
Verification
Rose Williams
Larry Moore
Max Mauney
Pat Bush


Financial Aid Coordinator
Financial Aid Coordinator


Financial Aid Coordinator
Financial Aid Coordinator
Financial Aid Coordinator
Senior Clerk


Student Financial Affairs Annual Report 2004-05







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
Financial Aid Advising; Scholarships; State Programs; Student Employment; Student Loans;
College of Medicine; College of Dentistry; College of Law; College of Veterinary Medicine;
Nursing; Pharmacy; Funds Management; Federal, State, and Institutional Audits; and
Reporting for Federal Programs
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
Systems Development and Enhancements
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
Data Processing, Document Editing, Information/Publications Services, Manual Awarding, Pell
Grant, Outreach, Quality Control, Records/Optical Scanning, Training & Development, &
Verification
memberships: NASFAA: Standards of Excellence Reviewer; SASFAA: Instructor, FASFAA: President

Norma Kuhr Associate Director, Information Technology
Systems & Programming and Tech Support
memberships: NASFAA, SASFAA, FASFAA
UF committees: Finance & Administration Academy, UF Information Technology Advisory Council

Erica Beard Student Financial Affairs Coordinator
MBA
memberships: NASFAA, SASFAA, FASFAA

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

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

Donna Kolb Student Affairs Coordinator
Scholarships, State Programs, Student Employment

Student Financial Affairs Annual Report 2004-05










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 Information Technology Expert
Information/Publications Services
memberships: University of Florida Communications Network (UFCN), SASFAA, FASFAA
UF committees: Student Affairs Tech Committee, Student Affairs Branding Committee

Peggy Myers Student Affairs Coordinator
Pell Grant, Awarding, Verification, Quality Assurance, and Athletes
memberships: NASFAA, SASFAA, FASFAA: Treasurer, Scholarship Committee, Fiscal Concerns 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)
UF Committees: Student Affairs Finance & Administration Committee Golf Tournament Committee

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












Student Financial Affairs Annual Report 2004-05




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