• TABLE OF CONTENTS
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 Front Cover
 Title Page
 Table of Contents
 From the director
 An overview
 SFA mission statement
 2005-06 summary and highlights
 Fiscal review
 Administration
 Financial aid advising
 Financial aid programs
 Support services
 Technical processing/special...
 Staff & professional activitie...














Group Title: Annual report, University of Florida Office of Student Financial Affairs
Title: Annual report 2005-2006
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Permanent Link: http://ufdc.ufl.edu/UF00087105/00008
 Material Information
Title: Annual report 2005-2006
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: 2005-2006
 Record Information
Bibliographic ID: UF00087105
Volume ID: VID00008
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
    SFA mission statement
        Page 2
    2005-06 summary and highlights
        Page 2
    Fiscal review
        Page 3
    Administration
        Page 4
        Page 5
    Financial aid advising
        Page 6
        Page 7
        Page 8
        Page 9
    Financial aid programs
        Page 10
        Page 11
        Page 12
        Page 13
        Page 14
        Page 15
        Page 16
    Support services
        Page 17
        Page 18
        Page 19
    Technical processing/special programs
        Page 20
        Page 21
        Page 22
        Page 23
        Page 24
        Page 25
        Page 26
        Page 27
    Staff & professional activities
        Page 28
        Page 29
        Page 30
        Page 31
        Page 32
Full Text




Annual Report 2005-06


SUNIVERSITY of Office for Student Financial Affairs
FLOR DA S-107 Criser Hall P. O. Box 114025 Gainesville, FL 32611-4025

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


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annual report

office for student
financial affairs



july 1, 2005-june 30, 2006



Karen Fooks
Director

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

Susan Mickelberry
Editor and Design
Andy Koop, Lianne Jepson, Susan Mickelberry
Photography

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 ..................................................................... .......................
SFA Mission Statement ................................................................2
2005-06 Summary and Highlights ............................. .......................2
Fiscal R review .................................. .......................................................... 3
A dm inistration ......................................................... ................................... 4
Financial A advising ........................................................... ....................... 6
Custom er Service .................................................................7
Satellite O offices ....................................... ...................... 8
Financial Aid Programs................................................................10
G ran ts ....................................................................... ..............................11
Scholarships ......................................... .....................12
State Programs.......................... ..............................13
Student Employment .....................................................14
Loan Certifications................... ......... .......................15
Support Services ............................................................. ....................... 17
Information/Publication Services ...........................................18
Outreach and Training .....................................................19
Technical Processing/Special Programs ...........................................20
Awarding/Pell Processing ............................. ......................21
Disbursements & Fund Reconciliation.................................................21
Document Editing/ Mailroom........................ ....................... 23
Quality Assurance....................... ......... .......................23
Records & Optical Scanning..................... .......................24
Special Programs (Academic Progress/Consortium/Study Abroad).........24
Systems and Programming .............................. .......................25
Verification .................................................. ................................... 27
Staff & Professional Activities .....................................................28
SFA Staff .................................................................. ....................... 29
Professional Activities .......................................................31







iii







"The ability to develop a broad range of
funding options for families financing
postsecondary educations is critical in
today's global environment. The Office
for Student Financial Affairs continues to
provide financial aid packages that offer
much-needed assistance from a variety of
sources to meet the financial needs of our
students."
Rick Wilder
Associate Director


office for student financial affairs








from the director


Tam pleased to present the 2005-06
Annual Report of the Office for Student
Financial Affairs (SFA). This report
provides detailed information about the
major activities and events that have
occurred in the reporting period
beginning July 2005 and continuing
through July 2006, as well as general
information about the office.
SFA continues to strive toward its
ongoing goal of providing the highest
quality of service to University of
Florida (UF) students and to support
the Division of Student Affairs vision of
"educating leaders for a global
community."
Our entire staff had a successful year as
we continued to expand our electronic
services and communications, added
online options available to students
through ISIS, transitioned to official
business with students via e-mail,
reorganized our financial aid advising
area, and remodeled our Criser Building
processing area. UF also joined other
universities in hosting the students
displaced by Hurricane Katrina in fall
2005, providing federal assistance and
staff resources.
SFA's staff and administration are
committed to providing assistance to all
students who need financial aid to
achieve their educational goals at UF
and strive to provide unparalleled
financial aid services.


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 $404 million in
student aid from federal, state,
institutional, and private sources to an
enrolled UF student body of about
45,000 students.

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

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

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


resources are insufficient to cover all of a
student's educationally related expenses,
SFA makes every effort to meet the
student's remaining financial need.

Beyond the dollar signs...
In addition to providing assistance to
eligible students, SFA offers financial
aid advising services throughout the
year, comprehensive financial aid
publications, and state-of-the-art
technical support including an
interactive Web site and student aid file
information through UF's ISIS
(Integrated Student Information
System) site on the Web. SFA's Student
Resource Center in 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.
Counseling and outreach services
include financial aid advising,
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 2005-06








from the director


Tam pleased to present the 2005-06
Annual Report of the Office for Student
Financial Affairs (SFA). This report
provides detailed information about the
major activities and events that have
occurred in the reporting period
beginning July 2005 and continuing
through July 2006, as well as general
information about the office.
SFA continues to strive toward its
ongoing goal of providing the highest
quality of service to University of
Florida (UF) students and to support
the Division of Student Affairs vision of
"educating leaders for a global
community."
Our entire staff had a successful year as
we continued to expand our electronic
services and communications, added
online options available to students
through ISIS, transitioned to official
business with students via e-mail,
reorganized our financial aid advising
area, and remodeled our Criser Building
processing area. UF also joined other
universities in hosting the students
displaced by Hurricane Katrina in fall
2005, providing federal assistance and
staff resources.
SFA's staff and administration are
committed to providing assistance to all
students who need financial aid to
achieve their educational goals at UF
and strive to provide unparalleled
financial aid services.


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 $404 million in
student aid from federal, state,
institutional, and private sources to an
enrolled UF student body of about
45,000 students.

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

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

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


resources are insufficient to cover all of a
student's educationally related expenses,
SFA makes every effort to meet the
student's remaining financial need.

Beyond the dollar signs...
In addition to providing assistance to
eligible students, SFA offers financial
aid advising services throughout the
year, comprehensive financial aid
publications, and state-of-the-art
technical support including an
interactive Web site and student aid file
information through UF's ISIS
(Integrated Student Information
System) site on the Web. SFA's Student
Resource Center in 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.
Counseling and outreach services
include financial aid advising,
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 2005-06









SFA 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.


2005-06 summary

and highlights


In academic year 2005-06, SFA staff
delivered approximately $404 million
to UF students. We continued our
enhancement of electronic services and
communication technology, expanding
online options and information
available through ISIS, and began
conducting official business with
students via e-mail. The year was
barely underway when Hurricane
Katrina struck the Gulf coast. UF joined
other universities in hosting the students
displaced by this event, and SFA
provided federal assistance. Our Systems
area redesigned and updated major aid
delivery programs. Our Publications and
Outreach areas produced a new outreach
video. Financial Aid Advising was
reorganized, and our Criser processing
area remodeled. In general, staff were
busily engaged providing optimal
financial aid services to UF students.
2005-06 Activities of Note:
* Hurricane Katrina. On August 29th,
2005, Hurricane Katrina hit the
Mississippi/Louisiana Gulf coast.
Fall semester had just begun, and
students from many affected
institutions were displaced. The U.S.
Department of Education made an
allowance for such students to be
enrolled in and maintain eligibility
for federal student aid at host schools
such as UF during fall term. SFA
offered aid advising and assistance to
students hosted at UF, including special
arrangements for disbursements of
their aid when needed.
* ISIS Interactive Financial Aid Pages.
In a major, highly successful initiative,
SFA's Systems & Programming area
worked in collaboration with SFA
sections such as Disbursements,
Loans, and Verification to redesign the
ISIS financial aid pages to be
interactive. The enhanced ISIS pages
provide comprehensive award
information, including an Aid Status
and Awards & Disbursements pages,
and have greatly improved SFA's
communications and aid delivery
services to UF students.
* Official SFA Business via E-mail. In
Fall 2005 SFA began conducting official
business with students via e-mail. This


has proven highly beneficial to
student aid recipients and staff alike.
As an example, Direct Loan students
were notified of missing Master
Promissory Notes (MPNs),
confirmation of their loan funds, and
Entrance Counseling completion.
Students responded, resulting in
increased Direct Loan funds
disbursed in the first several runs of
fall batch net check, greater efficiency,
and fewer U.S. Postal mailings.
* New SFA Video. In conjunction with
Outreach/Training, Information/
Publications produced an outreach
and PR video, Lost on Campus, which
premiered at PREVIEW and was
used year-round by our Outreach
Coordinator. Lost on Campus was a
huge success and ran steadily during
the summer on the UF Housing
Channel, as well as being featured on
our Web site. It was a department-
wide event, with many SFA staff
participating.
* Financial Aid Advising. SFA
reorganized its Advising area in
2005-06, redistributing several
technical processing program
functions and two positions into a
newly created Special Programs
section responsible for study abroad,
SUS transient students, concurrent
enrollment, and academic progress
programs.
* Aid Program Redesigns and
Updates. Systems & Programming
redesigned major aid delivery
programs, including modifying
student budget programs to
encompass all majors on a per term
basis rather by academic year
(eliminating hand calculations by
advisers); rewriting the overmet-
rolling revision process to revise
awards past the first day of classes
(again reducing manual reviews);
and redesigning the scholarship
check deposit process to
accommodate PeopleSoft.
* Automated Private Loan Processing.
This year was our first fall term using
automated private loan processing.
Fall term brings a huge number of
scholarship and private loan checks,


Student Financial Affairs Annual Report 2005-06









SFA 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.


2005-06 summary

and highlights


In academic year 2005-06, SFA staff
delivered approximately $404 million
to UF students. We continued our
enhancement of electronic services and
communication technology, expanding
online options and information
available through ISIS, and began
conducting official business with
students via e-mail. The year was
barely underway when Hurricane
Katrina struck the Gulf coast. UF joined
other universities in hosting the students
displaced by this event, and SFA
provided federal assistance. Our Systems
area redesigned and updated major aid
delivery programs. Our Publications and
Outreach areas produced a new outreach
video. Financial Aid Advising was
reorganized, and our Criser processing
area remodeled. In general, staff were
busily engaged providing optimal
financial aid services to UF students.
2005-06 Activities of Note:
* Hurricane Katrina. On August 29th,
2005, Hurricane Katrina hit the
Mississippi/Louisiana Gulf coast.
Fall semester had just begun, and
students from many affected
institutions were displaced. The U.S.
Department of Education made an
allowance for such students to be
enrolled in and maintain eligibility
for federal student aid at host schools
such as UF during fall term. SFA
offered aid advising and assistance to
students hosted at UF, including special
arrangements for disbursements of
their aid when needed.
* ISIS Interactive Financial Aid Pages.
In a major, highly successful initiative,
SFA's Systems & Programming area
worked in collaboration with SFA
sections such as Disbursements,
Loans, and Verification to redesign the
ISIS financial aid pages to be
interactive. The enhanced ISIS pages
provide comprehensive award
information, including an Aid Status
and Awards & Disbursements pages,
and have greatly improved SFA's
communications and aid delivery
services to UF students.
* Official SFA Business via E-mail. In
Fall 2005 SFA began conducting official
business with students via e-mail. This


has proven highly beneficial to
student aid recipients and staff alike.
As an example, Direct Loan students
were notified of missing Master
Promissory Notes (MPNs),
confirmation of their loan funds, and
Entrance Counseling completion.
Students responded, resulting in
increased Direct Loan funds
disbursed in the first several runs of
fall batch net check, greater efficiency,
and fewer U.S. Postal mailings.
* New SFA Video. In conjunction with
Outreach/Training, Information/
Publications produced an outreach
and PR video, Lost on Campus, which
premiered at PREVIEW and was
used year-round by our Outreach
Coordinator. Lost on Campus was a
huge success and ran steadily during
the summer on the UF Housing
Channel, as well as being featured on
our Web site. It was a department-
wide event, with many SFA staff
participating.
* Financial Aid Advising. SFA
reorganized its Advising area in
2005-06, redistributing several
technical processing program
functions and two positions into a
newly created Special Programs
section responsible for study abroad,
SUS transient students, concurrent
enrollment, and academic progress
programs.
* Aid Program Redesigns and
Updates. Systems & Programming
redesigned major aid delivery
programs, including modifying
student budget programs to
encompass all majors on a per term
basis rather by academic year
(eliminating hand calculations by
advisers); rewriting the overmet-
rolling revision process to revise
awards past the first day of classes
(again reducing manual reviews);
and redesigning the scholarship
check deposit process to
accommodate PeopleSoft.
* Automated Private Loan Processing.
This year was our first fall term using
automated private loan processing.
Fall term brings a huge number of
scholarship and private loan checks,


Student Financial Affairs Annual Report 2005-06











fiscal review


so the new automation made a big
difference in keeping our check flow
steady and getting private loan
checks in the mail quickly. SFA also
began providing fee deferments to
students with a private loan check
in-house.
* Title IV Regulation Changes.
Extensive changes occurred as a
result of the Deficit Reduction Act of
2005, also known as the Higher
Education Reconciliation Act
(HERA). The new statutes mandate
changes for the Federal Direct Loan
Program beginning July 1, 2006, with
yearly changes thereafter through
2010, including experimental site
requirements, loan consolidation,
interest rates, origination fees, yearly
loan limits, and a new Graduate
PLUS program. HERA also created
two federal grant programs, the
Academic Competitiveness Grant
and National Science and
Mathematics Access to Retain Talent
(SMART) Grant Programs.
* MBA Programs. This award year,
865 students enrolled in nineteen
nontraditional MBA programs, an
increase of 115 students from those
enrolled in similar programs last
year.
* New Technology. SFA's Systems
Area Tech Support team, among
other tasks, updated the Systems
printers, transitioning from
continuous forms, to 8 1/2 x 11 laser
printers; upgraded all network
printers around the office; completed
migration to a faster, more reliable
Web server; transitioned files from
the Office of the VP to the new
server; and wired all new student
work islands in Criser Hall during
the office processing area redesign.


SFA functioned with a $3,506,221
operating budget in 2005-06.
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 73 percent of
the total budget, with the administrative
allowance and financial aid fee making
up the remaining 27 percent.
Staffing for 2005-06 was at 71.75 FTE as
of July 2006, staying fairly stable from
70.75 as of July, 2005.


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 2005-06


components of the office operating budget

BUDGET CATEGORY 2005-06 2004-05 2003-04

Salary and OPS $3,246,456 $3,172,490 $2,893,970

Operating Expense 311,580 359,704 280,039








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 is the payroll
and personnel administrator for the
department


Associate Directors
Student Financial Affairs has four
associate directors. One is responsible
for financial aid advising, loan
processing, disbursements,
scholarships, 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 coordinating new
system development with various SFA
departments and for overseeing the
enhancement of the various systems
associated with aid delivery. The third
associate director supervises three
financial aid coordinators and an
information technology expert; is
responsible for the training and
development, outreach, publications
and the Web, the mailroom, record
retention, and special programs areas;
and indirectly supervises the awarding,
Pell Grant, quality assurance, and
verification areas. The fourth associate
director is responsible for information
technology and supervises the Systems
and Programming area. In general, the
associate directors coordinate all data
processing requests with Systems and
Programming, 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 2005-06







SFA

Sections financial aid advising
-financial aid advising
-satellite offices

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

support services
-information/publication services
-outreach & training

technical processing/
4 ; special programs
-awarding/pell processing
-disbursements & fund reconciliation
-document editing/mailroom
-quality assurance
-records & optical scanning
-special programs
-systems & programming
-verification




Student Financial Affairs Annual Report 2005-06








"All members of the financial aid advising
staff are dedicated to providing
comprehensive financial aid services to our
students because they understand that the
guidance they provide helps shape the
course of students' lives."
Rodlee Ritter
Student Anrt Coordinator,
Customer Service


financial aid advising







financial aid

advising


SFA's Financial Aid Advising 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.
SFA made organizational changes
during the fall semester of the 2005-06
year that redistributed several technical
processing program functions out of
the Advising area and into a newly
created Special Programs Section.
Responsibility for the administration of
the study abroad, SUS transient
student, concurrent enrollment, and
academic progress programs was
moved into Special Programs. To
establish the Special Programs area,
two financial aid coordinator positions
were transferred into it from Financial
Aid Advising. Supervisory
responsibility for the UF Athletic
financial aid adviser position was
moved into the Financial Aid Advising
area to consolidate all student customer
service functions into the same area.

The financial aid advising staff
continues to include a Student Affairs
Coordinator 3 (Assistant Director), six
Student Financial Aid Coordinator IIs,
four Student Financial Aid Coordinator
Is, a Clerical Supervisor, two Senior
Clerks, a Clerk, and a full-time OPS
position.

Financial Aid Advisers and
Call Center 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 Financial Aid Advising Call Center
is staffed by five, full-time clerical
support personnel and up to twelve
student assistants. The Call Center 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. Call
Center personnel also assist at the
lobby service counters during the
mornings when professional advising
staff attend counselor and revision
petition committee meetings. During
2005-06, financial aid advising
reintroduced use of student assistants
to assist with service counter duties, to
answer general status questions, accept
financial aid documents, and make
office referrals to advisers.
During 2005-06, the call center staff
handled 47,432 telephone calls, 1,870
more calls than the previous year. We
attribute this relatively small increase
to the fact that we had five full-time
staff members working in the call
center during the entire 2005-06 award
year, as compared to four during the
spring semester of the previous year.

Areas of Specialized
Program Administration
The financial aid advising area is
responsible for the following
specialized programs and processes:
Summer AIM program, MBA
traditional and non-traditional
programs, revision petition committee
review process, UF's Emergency Short-
Term Loan Program, and coordination of
aid for UF athletes.

* 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. AIM program admits and
enrollees both increased significantly
this year. The total number of students
admitted to the summer 2006 AIM
program was 518, an increase from 399
from the previous summer. Of the 518
students admitted 354 actually


enrolled, an increase of 116 students
from last year. Of these, 350 received
$857,066 in grant assistance to meet
their summer program costs, compared
to 233 students who received $580,929
in summer 2005.
The number of summer 2006 AIM
athlete enrollees and aid recipients
remained at 40, the same as last year.
Because two fewer were out-of-state
student athletes, 2006 summer program
expenditures were down to $125,565 in
2006 from $130,488 in 2005.

* Professional Judgement Revision
Petitions
One of the most challenging
responsibilities financial aid advisers
handle is counseling students about
the professional judgment revision
petition process and then meeting with
committees on a weekly basis to review
and determine what actions should be
made based on each individual
circumstance presented. 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.
For the fourth year in a row, the
number of petitions submitted has
declined. We received 386 petitions in
2005-06 compared to 453 in 2004-05.
The number approved was 218,
compared to 260 last year. There was
no notable change in the approval
percentage from 2005-06 versus 2004-05
as it was 56% and 57% respectively. The
most common reasons cited for petition
denial continue to be failure to submit
appropriate documentation to
substantiate exceptional circumstances
and not demonstrating conditions
deemed to be extenuating.
* 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


Student Financial Affairs Annual Report 2005-06








satellite offices


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, 865
students enrolled in nineteen non-
traditional MBA programs, an increase
of 115 students from those enrolled in
similar programs last year.
During 2005-06, SFA processed Federal
Direct Stafford Loans for 338 students,
two less than last year. Private loan
application volume decreased
significantly from 75 in 2004-05 to 22 in
2005-06. Interestingly, loan awards
totaled more than $5.2 million as
compared to $5 million in 2004-05.
* 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 STL
program over the past several years.
The greatest need for STL assistance
continues to come at the start of fall
term. During 2005-06, the number of
borrowers dropped dramatically to 537
from 838 students during 2004-05.
Graduate students with delayed federal
loan disbursements due to late fee
waiver posting by the university
comprise the largest population of STL
borrowers. We would like to think the
continuing decrease in STLs can be
attributed to the fact that SFA is paying
out more types and amounts of aid
earlier every term

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 (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 I.E.D.P.
(Internationally Educated Dental
Program) 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 financial aid
office also maintains information on the
College of Dentistry Web site at
www.dental.ufl.edu / offices /Education
/Financial Aid. Cost of attendance, a
dental financial aid newsletter, and
links to check financial aid status are
housed within the site. 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


Student Financial Affairs Annual Report 2005-06











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, about
90% received some form of financial
aid. During 2005-06, more than
$16,000,000 in federal loans were paid
to 981 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 forty-one students
received $855,111 from these funds in
2005-06.

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 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.


Student Financial Affairs Annual Report 2005-06








"The Federal Direct Loan Program is the
largest federal funding program for
financial aid recipients at the University of
Florida. Because of this, it is imperative to
have an automated loan processing system
that is accurate, efficient, and will enable
students to interact with this office
electronically."
Donna Fowler
Student Aff.lil' Coordinator,
Loans and Disbursements


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


financial aid programs








grants


Grants are gift aid (no repayment
required) awarded to students who
show financial need. At UF, SFA
administers the following programs:
Federal Pell Grants, Federal
Supplemental Educational Opportunity
Grants, Federal Academic
Competitiveness Grants (ACG), National
Science & Mathematics Access to Retain
Talent (SMART) Grants, Florida Student
Assistance Grants, and institutional
grants such as I. D. Turner Grants.

Programs
The Pell Grant Section of Awarding
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 to
$20,082,730 in 2005-06 from $21,056,478
in 2004-05. The number of Pell Grant


recipients also decreased to 7,613 in
2005-06 from 8,022 in 2004-05.

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 2005-06,
$2,190,741 was disbursed to 1,868
students through this program.

Federal Academic
Competitiveness Grant
(ACG)
The ACG, created by the Higher
Education Reconciliation Act (HERA) of
2005, is a federally funded undergraduate
program to be awarded for the first time
in fall 2006. Eligibility includes being a
Federal PELL Grant recipient, completion
of a rigorous high school program, high
school graduation after January 1, 2005,
and full-time enrollment in a two- or
four-year degree program.

National Mathematical and
Science Access to Retain
Talent (SMART) Grant
The SMART Grant, created by the
Higher Education Reconciliation Act
(HERA) of 2005, is a federally funded
undergraduate program to be awarded
for the first time in fall 2006. Eligibility


includes being a Federal PELL Grant
recipient, a third- or fourth-year student
in degree-seeking program, full-time
enrollment in an eligible major, and a
college cumulative grade point average
of at least 3.0.

Turner Grants
Institutional grants are university-
administered programs awarded by SFA
to students who show exceptional
financial need. The Turner Grant is
funded by a variety of sources including
student fees and the state legislature. In
2005-06, $10,073,433 were awarded to
4,659 students, a substantial increase in
recipients and dollars compared to last
year's totals of $5,431,799 awarded to
2,581 recipients.

Florida Student Assistance
Grant (FSAG)
FSAG is a need-based grant program
available to degree-seeking, Florida
resident, undergraduate students who
demonstrate substantial financial need.
FSAG receives funding from the Florida
general revenue fund and the Federal
Leveraging Education Assistance
Partnership Program.
FSAG is a decentralized state program
which allows UF to determine
application procedures, deadlines,
student eligibility, and award amounts.
FSAG provides substantial funding for
UF students, in 2005-06, providing 4,341
UF students with awards totaling
$5,854,775.
More information about state programs
can be found in the State Programs
section of this report.


Student Financial Affairs Annual Report 2005-06


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


2005-06 2004-05 2003-04


Pell Grant Dollars Disbursed


9,000
8,000
7,000
6,000
5,000
4,000
3,000-
2,000 li A
1,000
0
2005-06 2004-05 2003-04

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:

2005-06: 13,665.977 to 6246 students
2004-05: 12,539, 757 to 5,954 students
2003-04: 12,087, 666 to 5,267 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
and 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 are for scholarships
paid to students through the Office for
Student Financial Affairs. They do not
include custodial awards, State of
Florida scholarships, or tuition fee
waivers.


2005-06 2004-05 2003-04

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


Student Financial Affairs Annual Report 2005-06


$25,000,000
$20,000,000
$15,000,000
.-',
$10,000,000 -
$5,000,000
$0
2005-06 2004-05 2003-04
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
30,640 awards to students enrolled at
UF, who received a total of $76,148,922
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:
2005-06: $69,523,327 to 25801 students
2004-05: $62,066,583 to 24,533 students
2003-04: $51,576,794 to 24,115 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
UF continues its growth trend within the
Florida Bright Futures program, which
increased by more than 1,000 students
over last year.


Student Financial Affairs Annual Report 2005-06


$80,000,000
$70,000,000
$60,000,000
$50,000,000
$40,000,000
$30,000,000
$20,000,000
$10,000,000


2005-06 2004-05 2003-04
State Program Dollars Disbursed


30,000

29,500

29,000

28,500

28,000
2005-06 2004-05 2003-04
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 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 2005-06, the total
amount of FWS (including FCS) and
OPS Earnings was $11,411,504 which
was paid to 6,674 students.

Job Searches
Part-time student jobs through the
following programs require an overall
2.0 grade point average. Students
usually work 10-20 hours a week and
earn at least minimum wage.
Student job lists are available online.
On-Campus Jobs: Go to
http: //jobs.ufl.edu.
* Federal Work-Study (FWS). FWS is a
federally funded, need-based student
work program (including Federal
Community Service) awarded by SFA.
* Other Personnel Services (OPS). OPS
employment, an institutionally/state-
funded program, is not based on
need. Application is open year-round.
Off-Campus Jobs:
Student Employment 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.


Student Financial Affairs Annual Report 2005-06


FWS OPS FWS OPS FWS OPS
$12,000,000
$10,000,000
$8,000,000 C 7 Z.
$6,000,000
$4,000,000 4
$2,000,000
$0
2005-06 2004-05 2003-04
Dollars Disbursed through Employment


FWS OPS FWS OPS FWS OPS


2005-06 2004-05 2003-04
No. of Students Employed









loan certifications

U F continues to participate in the
SFederal Direct Loan Program.
The 2005-06 school year was UF's 12th
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.
The Direct Loan program uses the
Common Origination and Disbursement
(COD) method to process, store, and
reconcile Direct Loans. This is the fourth
academic year using COD at the
University of Florida. Beginning with
2005-06, all schools are required to be
COD "full participants" for the Direct
Loan and Pell Grant programs.

Staff
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
Federal 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, 2005, through June 30, 2006,
the Stafford Loan interest rate was set at
4.7% and capped at 8.25%. A 3%
origination fee was charged at
disbursement and 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, 2005 through June 30, 2006,
the PLUS variable interest rate was set at
6.1% and capped at 9%. A 4% origination
fee was charged at disbursement.
* Federal Direct Consolidation
Loans
In 2005-06 we again 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 2.87% fixed rate
without losing their grace periods or
other benefits. UF made students
aware of this consolidation option
through e-mail and our Student
Financial Affairs (SFA) Newsletter.

*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.

SStatistics
Stafford funds paid to students rose
to $150,304,508 in 2005-06 from
$146,356,309 in 2004-05, an increase of
$3,948,199. The total amount borrowed
in PLUS loans in 2005-06 year was
$5,724,258, an increase of $905,180 over
the previous year.

*Loan Default
UF's Federal Direct Loan Program's
2003 Cohort Default Rate was 2.2%,
well below the national average and
threshold of 25% that mandates default
reduction measures. Nevertheless, SFA
and University Financial Services (UFS)
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
Services 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
The 2005-06 school year saw extensive
changes as a result of the Deficit
Reduction Act of 2005, known in the
education sector as the Higher Education
Reconciliation Act (HERA). For the
Federal Direct Loan Program, the new
statutes mandate changes starting July 1,
2006, and yearly changes thereafter
through 2010.



$155,000,000
$145,000,000
$135,000,000
$125,000,000
$115,000,000
$105,000,000
$95,000,000
$ss,ooo,ooo
$75,000,000
2005-06 2004-05 2003-04
Stafford Loan Dollars Disbursed


Student Financial Affairs Annual Report 2005-06













33,000
31,000

27,000
25,000
2005-06 2004-05 2003-04
No. of Stafford Loans Awarded J

Areas affected for direct loan include
experimental site requirements,
consolidation of loans, interest rates,
origination fee, undergraduate and
graduate yearly loan limits, and a new
Graduate PLUS program.

Technological Services
* EAGLE
Minor enhancements were made to
EAGLE screens throughout 2005-06.

* COD
The only changes to the COD systems
for 2005-06 were minor revisions to file
data and message classes
*NSLDS
As of January 2006, NSLDS
discontinued using unallocated
amounts when calculating aggregate
subsidized, unsubsidized, and
combined outstanding principal
balances. Financial aid advisers were
no longer required to investigate
whether an unallocated amount might
impact a student's eligibility for
additional aid, greatly reducing the
workload related to the aggregate loan
maximum edit. The NSLDS loan


2005-06 2004-05 2003-04
FDPLUS Dollars Disbursed


soo
800



200
100oo
2005-06 2004-05 2003-04
No. of FDPLUS Recipients


history page was also revised and
updated.
*Private Loans/ELM
In 2005-06 Wells Fargo, Wachovia, Key
Bank, and Citibank remained the
University of Florida's preferred lenders.

*Confirmation Site
No revisions were made to the Direct
Loan confirmation Web site for 2005-06.

* Program Automation
The 211A loan origination edit program
was revised to add a "chapter 30" hold
code. This edit sets a "V" in the hold
code on unprocessed loans for veterans
with VA benefits listed on the award
file. A report is generated and these
loans are then reviewed and processed
manually. The new edit prevents loans
for students with chapter 30 benefits
from processing incorrectly through the
automated system.

In spring 2006, the "system" code for
the budget calculation was removed
from the Direct Loan program and
replaced with code that would copy the
appropriate budget for the loan period
from the budget file to the loan file. The
"origination" code in the Direct Loan
program was also revised. In addition,
for summer 2006, loans that were
processed after the beginning of the
term reflected budgets based on a
student's current enrollment and pre-
registration rather than the projected
enrollment status from the FAFSA.

*PeopleSoft
In September 2005, a change was
instituted to the Deposit Transmittal
Form (DTF) printing process. The new
process restricted DTF to printing when
the deposit was completed. If an attempt
to print a DTF is made before the deposit
is completed, a message is generated
saying, "The deposit is not completed."
The DTF will print successfully when a
direct journal deposit has been marked
"complete" on the accounting entry page
and when a regular payment worksheet
has been built and has a $0 remaining
balance. Beginning spring 2006, the
notification from the UFS Cashiers office
verifying that a deposit has been
successfully processed is sent to us
electronically rather than as a paper copy
of the DTF.


Future Objectives
* Continue to develop ways for the
Direct Loan programs to avoid
system duplication of other SFA
programs.
* Research ways to increase PLUS Loan
automation and simplify the PLUS
Loan application process.
* Continue to develop ways to notify
and interact with students
electronically.
* Continue to monitor NSLDS and find
ways to simplify our Loan History
program.
* Prepare to implement the changes
resulting from the Deficit Reduction
Act of 2005. Issues that will require
revisions for the Direct Loan
Programs include experimental site
requirements, consolidation of loans,
interest rates, origination fee,
undergraduate and graduate yearly
loan limits, and a new Graduate
PLUS program.


Student Financial Affairs Annual Report 2005-06









To uphold the mission of the University of
Florida, we must continually strive to
remove the financial barriers that may
discourage or prevent students from
seeking a college education. Educating
students and prospective students about
financial aid eligibility is a cornerstone of
our mission.
Ron Anderson
Associate Director


support services








Information/Publication

Services


SFA's Information/Publications (IP)
Services area is responsible for
SFA'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 in-house training
materials and reports.
Major elements of the information
program are producing high quality,
cost-effective financial aid publications,
including the SFA Web site, the annual
Gator Aid Handbook, the annual Gator
Aid Application Guide, the SFA Newsletter
series, brochures, slide presentations,
videos, in-house training materials, and
the SFA Annual Report; producing
student application and award
materials that facilitate efficient
processing and meet federal
information dissemination regulations
while communicating the application
process and program requirements in
terms understandable by students; and
interfacing with the director and
associate directors to produce timely,
effective news releases for various news
media.
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 A rt.,,:
Seasons of Adjustment Calendar for Parents
and the Division of Student A4 (.,, :
Annual Report, both available at:
www.ufsa.ufl.edu / ovp / publications.htm
I/P again published the SFA
Presentation Folder, SFA Bookmark,
1st-Time Applicants Guide to Financial
Aid brochure, and the SFA Newsletter

Student Financial Affairs Annual


as well as our brochure series,
revising, updating, and reprinting as
necessary. Online versions of our
printed publications are available on
our Web site.
IP again issued news releases on
important financial aid activities and
information. Special emphasis was
given to transitioning students to
heavier use of ISIS to track their
financial aid.
This year, in conjunction with our
Outreach/Training section, I/P
produced a training and PR video,
Lost on Campus, which debuted at
PREVIEW and was used year round
by our Outreach Coordinator. Lost on
Campus was a tremendous success and
ran steadily during the summer on the
UF Housing Channel, as well as being
featured on our Web site. It turned
into a department-wide event, with
many SFA employees participating.
This year, to emphasize our financial
aid "On-Time Deadline," for our third
year I/P again designed and produced
display advertising signs that appeared
In February and March on the
Gainesville Regional Transit buses.
New this year, I/P produced a street
banner that was displayed across NW
13th street in February.
Our Webmaster accomplished a
complete site review and redesign this
year and began exploring integration of
database functions within the site. Our
new look uses a customized version of
the UF Web template. The new design
also balanced our text-heavy site with
use of pictures and by breaking up long
pages into shorter pages, which
increased the speed and accuracy of
searching the site. The new design also
allows users to enter the site depending
upon their needs, including prospective,
new, current, or graduate student,
parents, and faculty/staff entry points.
Several new features, including a
scholarship finder and site index, were
added and the Outreach section was
greatly expanded and made interactive.
Included on the site are 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
Report 2005-06


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 participates in
several UF committees, including the
Student Affairs SEED Committee; the
SA Tech Users Group; and the UFCN
Web Committee, including it's Design
and Function Subcommittees.
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. This year we added
an Outreach section to our Web site.

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.
* Lost on Campus orientation video
* SFA Web Site
* 2006-07 Gator Aid Handbook
* 2006-07 Gator Aid Application Guide
B SFA News-a spring, summer, and
fall edition newsletter to student
aid recipients
B SFA Presentation Folder
B Brochures: SFA Bookmark, First-Time
Applicant's Guide to Gator Aid,
University of Florida Withdrawal
Information, SFA Student Opinion
Survey, Welcome to the COn', ,for
Student Financial 4 rt.: Check Your
Aid Status on ISIS, Florida Prepaid
College Program, We're on the WEB,
Direct Deposit, Student Employment,
Financial Aid for Students with
Disabilities, International Student Aid,
and Studying Abroad & Financial Aid.
B A Financial Aid Award brochure, the
Federal Direct Loan PLUS Application,
UF Additional Aid Form, and various
other forms, information sheets,
bulletins, and flyers.
B 2004-05 Student Financial A4rt.:
Annual Report











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 continues to participate in Preview,
UF's summer freshman orientation
program. We presented our "Money
Matters" PowerPoint slide presentation
twenty-one times during Summer 2005,
allowing Outreach and Training staff to
thoroughly brief students about financial
aid programs before they enter UF. This
year we also debuted our new "Lost on
Campus" video to PREVIEW students. In
summer 2006, 6,700 students and about
14,000 family members attended Preview.
Gator One Central, located at UF's
Welcome Center, provided the
opportunity for incoming freshmen and
families to interact with SFA's Outreach
staff. Financial aid applicants were able
to check on the status of their awards
and conduct business with the financial
aid office without coming to Criser Hall.
Outreach and Training 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). The Associate Director was
also invited to serve as a member of
NASFAA's Peer Review Team for the
NASFAA Standards of Excellence
Program. Members of the Peer Review
team evaluate the compliance and
efficiency of a like institution's financial
aid office and provides their findings to
improve services to students.

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 2005-06









"SFA's technical staff are committed to
improved efficiency and service to students.
Expanded electronic communication, on line
form delivery and streamlined processing has
resulted in the speedy delivery of grant and
loan funds each term."
Peggy Myers
Assistant Director,
Awiilrnllg.P Pcll Processing


Technical Processing/Special Programs









Awarding/

Pell Processing


Awarding and Pell Processing are
comprised of two Financial Aid
Coordinators who process all financial
aid award revisions and monitor Pell
Grant Delivery. Requests for revisions to
students' awards mostly come from
financial aid advising staff when
students' enrollment, residency, or
housing statuses change; when they
receive additional outside funds; or
when they request revisions to awards.
Each term Awarding monitors budgets
for students enrolled less than full time
whose files show campus-based aid.
Awarding staff are also responsible for
adjusting awards when students' need
has been "overmet"-students' receipt
of outside resources (scholarships,
fellowships, etc.) after their need has
been met. Overmets produce a large
volume of the work. Before the first fall
aid disbursement, a "rolling revisions"
program automates most file
adjustments caused by overmet need.
After the first fall aid disbursement,
Awarding manually reviews and
adjusts files when all aid has been paid.
Awarding also monitors and documents
students' repayments of aid funds
when required. When students whose
need is overmet have repaid required
amounts, staff update the SFA award
file to reflect corrected amounts.
Midyear status changes (undergraduate
to graduate, out-of-state student to
Florida resident) may require a manual
review. 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
also processes all professional judgement
petitions., which often reduce a student's
effective family contribution,
increasing the student's eligibility.
Awarding coordinates "Return of Title
IV" information between University
Financial Services, the Office of the
University Registrar, and SFA's Financial
Aid Advising Section in situations when
a student withdraws from school in a
semester when receiving aid.
Awarding also has responsibility for
oversight of the Pell Grant program,
including recalculations and
reconciliation of grant funds.


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 2005-06, Disbursements monitored
and authorized disbursement of
$46,580,524 in grant funds, $147,338,794
in scholarships, and $175,378,571 in
student loan funds. The total amount
authorized was $369,297,889.
Disbursement Processing
Updates
Regulatory Changes:
* See Annual Report entry under Loan
Certifications, page 16.


General:
* AidIDs and Batch Net Check: In
2005-06, UF Bridges enhanced system
code to allow Batch Net Check to pick
up and disburse AidlD's above 0250-
a major step forward in disbursement
efficiency for the AidlD's we already
used. In addition, many new AidlD's
above 0250 were added from which
awards are paid (e.g., a series of new
fee-sourced need-based graduate
grants). Enabling Batch Net Check to
pay these higher AidlD's saved time
and labor for the SFA Systems section,
as well as for University Financial
Services (UFS), speeding up
disbursement to students.
* Address Problems. Missing and
incorrect addresses continued to be
an issue for cutting paper check
disbursements at UFS and for checks
mailed by our section. The quantity
of address problems was mitigated
by two actions: (1) Direct data
transfer from the UF Directory to our
Eagle screens was implemented,
allowing us to mail checks to the
most viable address, and (2) e-mails
and campus-wide alerts were
disseminated to students before each
semester regarding their local home
mailing address and the possible
affect of inaccuracies on financial aid
disbursements.
* Disbursements for graduate students
with waivers continued to be
significantly affected due to PeopleSoft
problems and data transfer errors of
waiver data. SFA worked with UFS to
provide contingency options for
affected students, and Disbursements
provided many online payments to
accommodate walk-in students.
* The Registrar's Office instituted four
new grades (EO, El, UO, Ul). These
assisted SFA by attaching to grades the
notation of no attendance ("O") or
stopped attendance ("1") for the
specific term. Disbursements began to
use these grades to evaluate eligibility
for possible retroactive payments (i.e.,
outstanding awards for prior terms).
The need to evaluate and release retro
awards occurs frequently for Direct
Loans and for private loans.


Student Financial Affairs Annual Report 2005-06















Direct Loans and COD (Common
Origination and Disbursement):
* Federal education loan programs are
the single largest source of college
financial assistance in the nation.
Subsidized Stafford loans account for
nearly half of annual federal
borrowing. At UF, Stafford and PLUS
loan awards continue to increase in
volume and total disbursed dollars
each year. In 2005-06, we disbursed
almost $5 million more in Federal
Direct Loans than in 2004-05.
* Before fall term 2005, for the first time
SFA notified Direct Loan students via
e-mail of missing Master Promissory
Notes (MPNs), confirmation of their
loan funds, and Entrance Counseling
completion. This electronic process has
had tremendous success. Students
responded, and we saw the results in
the increased amount of Direct Loan
funds disbursed in the first several runs
of fall batch net check. SFA's mailings
were reduced for the year. Direct Loan-
related e-mail continued throughout
the year each time new loans were
originated and accepted by COD.
* On August 29th, 2005, Hurricane
Katrina hit the Mississippi/Louisiana
Gulf coast as a category 3 storm.The fall
semester had barely started, and
students from many Gulf coast
institutions were displaced. The U.S.
Department of Education made an
allowance for such students to be
enrolled in, and maintain eligibility for
federal student aid at host schools such
as UF, during fall term. UF hosted many
of these students, and 31 received
Stafford loans. These loans were
processed manually on the origination
and the Disbursements end, due to the
need for step-by-step intervention. SFA
tried to assist these students, including
special arrangements for disbursements
of their aid where needed.
* The new HERA statutes imposed fixed
interest rates on new Direct Loans on
July 1, 2006. Further, inschool
consolidation ended as an option.
Consequently, for the second
consecutive year record numbers of
students consolidated their loans before
July 1, generating many inquiries and
creating numerous data conflicts on


NSLDS as the consolidation process for
specific students occurred. When the
consolidation loans appeared, often the
original loans did not cancel out on
NSLDS, requiring manual review and
research to resolve.
* SFA's Systems section provided a
Stafford Loan confirmation date field
on the loan files, which populated
when students confirmed their loans.
* We enhanced our Direct Loan edit
program to create mailing labels for
students with suspected loan limit
problems. We developed a cover letter
for loan limit mailings and for advisers
to distribute as needed to assist
students in the resolution process.
* We continued to experience and
worked to resolve sporadic problems
with NSLDS data from FAFSA ISIR's,
occasionally in queries, and
particularly from the transfer
monitoring process.
* NSLDS implemented a major change
to its breakdown of Federal Direct
Consolidated Loans-separating out
from principal "unallocated amounts"
such as accrued interest and other non-
Direct Loan underlying amounts. This
provided clear-cut data for evaluating
current loan aggregate amounts and
remaining eligibility and saved us an
enormous amount of manual research.
* We continued to refine our
automated/manual procedures to pay
retroactive Summer A Stafford and
PLUS loans. Each year we transact
between 900 and 1000 such payments.
Custodial Scholarships:
* This was our second full year using
PeopleSoft software, data bases, input
documents, and procedures to deposit
Custodial Scholarship checks to UF's
bank. We phased out prior legacy
computer output, but continued to
closely monitor the PeopleSoft system.
Problems, challenges, and complexities
meant we continued to learn work-
arounds and resolutions.
* This was also our second year
handling returned (bounced)
scholarship checks. We began to use
e-mail correspondence to keep
students informed of each stage of this
process. This also allows them an easy


venue back to us via return e-mail for
questions and concerns.
* Treasury Management's Cashiers area
mandated that departments submit
check logs with all deposits to UF's
bank. We created, tested and
implemented an automated check
log, satisfying all of their criteria.
* The volume of custodial scholarships
escalates each year, especially in the fall.
Disbursements processed thousands of
paper custodial scholarship checks this
year for a total of almost $8 million
Private/Alternative Loans:
* Researchers say private loans-
accounting for $5 billion plus
annually-are the fastest growing
form of student aid, having soared in
volume in the last five years. UF is no
exception to this trend. Each year we
receive and disburse more private loan
funds than the previous year. In 2005-
06, Disbursements processed 2,035
paper private loan checks for a total of
over $9.38 million dollars-an increase
of $2.24 million over AY2004-05.
* This year was our first fall term using
automated private loan processing. Fall
term brings a deluge of scholarship
and private loan checks, so this time-
saver made a big difference in keeping
our check flow steady and getting
private loan checks in the mail quickly.
The automated program also records
the address to which each check is
mailed, which is very helpful as
students inquire about possibly lost or
misdirected loan checks. We also began
providing fee deferments to students
with a private loan check in-house.
* 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 invaluable 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 must still be
endorsed by two parties to keep the
checks from bouncing at ELM's bank.
We continue to request that this
requirement be eliminated, as it creates


Student Financial Affairs Annual Report 2005-06














additional processing steps, slowing
disbursement to the student.
Reconciliation with USDOE
* We expect to close out academic year
2005-06 by February 2007. We
anticipate closing with an ending cash
balance of $0, out of $154.8 million in
net Direct Loan funds disbursed.
Looking Ahead
* The new HERA statutes require that
the new Graduate PLUS Loan be
offered to UF graduate students in fall
2006. This will require enhancements
to our Direct Loan file, new screens,
new AidIDs, new code, COD
transmission, and acknowledgement
enhancements.
* Also from HERA, July 1, 2007 is the
effective date for a lower Stafford
loan origination fee of 2.5%, so
students will receive a slightly higher
amount of their Stafford funds. The
origination fee will change yearly
through 2010, so this will be our
precedent year learning to
accomplish this change each
summer.
* HERA-mandated increased federal
Stafford Loan limits also take effect
July 1, 2007.
* HERA eliminated the experimental
site 30-Day Delay and Multiple
Disbursements experiments, allowing
exclusion of these practices by all
schools. We can continue using our
current edits/code and no longer
have to document this program.
* Finance & Accounting has announced
they will transition to PeopleSoft.
Disbursements will be affected if Batch
Net Check is converted.
* We will continue to request a solution
from UFS/Bridges for Overseas and
Transient students often skipped over
in Batch Net Check. If not picked up
automatically, these students must be
manually identified and paid online.
* Implementation of CashNet, a new
Treasury Management deposit system,
may be coming in 2006-07.
* We will research how to release more
summer loans without using
retroactive payments.


Document Editing/

Mailroom

The Document Editing Section is
I 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.


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 2005-06 academic year.

Quality Assurance
Procedure
The Department of Education initiated
a redesign of Quality Assurance (QA)
practices in the 2000-2001 academic
year. Beginning with 2004-05, a QA
sample of approximately 350 students
has been drawn every other year. In
2005-06 SFA did not draw QA samples.
Only institutional verification was
performed, and staff assessed the
"initial" and "paid on" financial aid
data to perform statistical analysis.
Self assessments of management
practices were also performed.
SFA believes in continuous quality
improvement. The QA staff evaluated
procedures for handling conflicting
data, reviewed the satisfactory
academic progress process, and looked
for ways to reduce errors, simplify
processes, and improve service to our
students.


Student Financial Affairs Annual Report 2005-06









Records & Optical

Scanning


Special Programs


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 2005-06 school year: Verification
Checklists, 37,705; electronic data
changes from the FAFSA, 8,318; Pell
Calculations, 13,884; and awards and
award revisions, 44,660. The majority
of documents were received between
June and September. The total number
of documents received and scanned
during the year was 167,223.


Academic Progress
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 and percent of hours
earned/hours attempted).
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. Customer service advisers
counsel students on the academic
progress policy and petition process.
A total of 3,900 student files met
conditions for termination or suspension
in 2005-06 as compared to 3,312 in
2004-05. Likewise, 1,296 petitions were
reviewed as compared to 1,638 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.


This year four new grades streamlined
our process considerably. EO (zero) and
UO (zero) grades are used to indicate that
the student never attended classes, and
El and U1 indicated they attended for
awhile but not through 60%. The older
grades E and U now document that the
student attended past the 60% date at
least, meaning that we only have to wait
on clarification of grades of incomplete.

For students for whom we cannot
obtain proof of attendance, UF must
reimburse the federal accounts. During
2005-06, 499 such students were
flagged, 145 more than last year, and
UF was required to reimburse the
accounts for 157 students in the
amount of $107,751.85. This reflects a
$16,521.85 increase in institutional
liability from last year. The new EO and
UO grades sped up the process but also
made us aware of more students who
were not attending all of their classes.

Consortium Programs
Before financial aid can be disbursed to
students in concurrent enrollment or
transient programs, consortium
agreements must be completed to
account for hours the student may be
taking concurrently at the partner
institutions and to ensure that financial
aid is not also being received from the
other institution 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 complete a part of their
curriculum requirements at "partner"
institutions while taking UF coursework.
We process financial aid for students
enrolled in the following 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 2005-06, 173 students received
financial aid to attend this program.
UF Milton Program, Milton, Florida.
Students enrolled in this IFAS extension
program may take classes at Pensacola
Junior College, University of West


Student Financial Affairs Annual Report 2005-06









Systems &

Programming


Florida, Okaloosa-Walton Community
College, and UF. In 2005-06, SFA
processed financial aid for 20 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 2005-06.
UF Fort Pierce Program. This IFAS
extension program allows students to
take courses through Indian River
Community College in addition to UE
One student received aid through this
IFAS program in 2005-06.
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
to ensure that all requirements are met
and documentation received before aid
is disbursed. In 2005-06, UF processed
financial aid for 28 students participating
as SUS transients, a significant decrease
compared to numbers from the past
several years. Summer term is when the
largest number of students traditionally
attend another SUS institution. It is not
uncommon for us to track the progress
of 75-100 students. During summer 2006,
only 19 students identified themselves as
SUS transients. Only eight completed the
process to allow disbursement of
summer aid. We have not identified an
explanation for this trend.

Study Abroad Programs
The number of students participating in
UF-sanctioned study abroad programs
attending such programs increased to
1,962 in 2005-06 from 1,859 in 2004-05.
The number of participants receiving
financial aid decreased from 1,371 in
2004-05 to 1,355 in 2005-06. 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.


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/
State of Florida 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
and state processors. 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.


Student Financial Affairs Annual Report 2005-06












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:
UF Bridges: SFA's online award file is
updatable and directly linked to the
UFS net check system (administered by
UF Bridges). 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.
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 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
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.
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
2005-06
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. The Data Entry
section, with one full-time staff person,
was transferred into Systems. The
entire Systems area office was
redesigned to increase efficiency.
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.
System maintenance: Financial aid
software is in a continual state of flux
due to changes in federal regulations
and the need to stay in compliance with
federal, state, and university regulations
and guidelines. This requires continual
modification to aid award and
disbursement programs.
New acquisitions: S & P continues to
maintain our desktop computers at the
Power PC standard. This year we have
continued to replace older equipment.
Roughly one third of staff computers
were upgraded to new Macs; also a
"trickle-down" of better computers was
used to upgrade many other staff and
student machines.
New projects: The year has had many
new challenges and responsibilities.

* S & P designed and implemented a
student e-mail communication
system as the main method of
communication with students.
S & P redesigned the ISIS financial
aid pages to be interactive, creating
a new look and providing


Student Financial Affairs Annual Report 2005-06








Verification


comprehensive award information
and including an awards-
disbursement screen and printable
PDFs.
* S & P rewrote and redesigned the
student cost of attendance (budget)
programs to encompass all majors on
a per term basis rather than an
academic year, eliminating tedious
hand calculations for advisers.
* The Brecht application tracking and
awarding process was updated.
* The financial aid academic progress
program was rewritten to comply
with new regulations on completion
rates.
* The scholarship check deposit
process was redesigned to
accommodate Peoplesoft.
* The Work Permit screen was
redesigned to facilitate issuing Work
Permits at the front desk.
* The Overmet-Rolling Revision
process was redesigned to continue
to revise awards past the first day
of classes, greatly reducing the
number manual reviews.
* SFA's IT Continuance of Operations
Plan (ITCOP) was updated.
* Systems Tech Support updated the
Systems printers, transitioning
entirely from continuous forms, to 8
1/2 x 11 laser printers.
* Systems Tech Support completed the
migration from our old Web server to
the new, faster, more reliable Web
server; also transitioned files from
the Office of the VP to the new
server.
* Systems Tech Support upgraded
network printers around the office.
* Systems Tech Support wired all new
student work islands in Criser Hall.
* A new SFA Tech Support group
e-mail account was created so all
members of the Tech Support Team
receive problem notifications.
* Systems Tech Support provided basic
Mac/PC instruction and training
sessions.


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 2005-06 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

Verification began e-mail
communications during 2005-06,
implementing Web-based form
delivery and expediting tracking and
processing of forms.

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 2005-06, 6,169 student files were
selected for verification. Of that total,


5,144 students completed the process,
yielding an 83% completion rate.
Another 3,595 student files were found
to be discrepant. Seventy percent
(2,533) of the discrepant files were
completed.


Student Financial Affairs Annual Report 2005-06








"SFA's staff are leaders in university, national,
and state professional organizations and
committees. Our staff Social Committee brings
a sense of community by celebrating
departmental milestones, such as wedding and
baby showers. Each year SFA staff participate
in programs such as the Student Affairs Kickoff,
Student Affairs SEED Committee, and
developmental activities. Annually SFA
department members contribute to and are
recognized by Student Affair's Superior
Accomplishment Award Program."
Michael Wood
Financial Aid Coordinator,
Outreach & Training


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
Jennifer Bennett
Shirley Moore

Financial Aid
Patricia Baillargeon
Erica Beard
Tonja Cave
Debbie Coleman
Katrice Crawford
L'Tonya Johnson
Chiney Jones
John McFarlin
Patrick McGonigle
Jerry Poe
Carolyn Repko
Talia Rogers
Vacant Crd
Nolan Simmons
Lakeatrice Williams


Director
Associate Director-Athletes; Financial Aid Advising; Loans and Disbursements; MBA; Satellite
C'Oft; : for C. I. ., : of Dentistry, Law, Medicine, Public Health & Health Professions, Nursing, Pharmacy, &
Veterinary Medicine; Scholarships; State Programs; Student Employment
Associate Director-Systems and Programming
Associate Director-Awarding, Pell Processing, Document Editing/Mailroom, Information/Publication
Services, Outreach, .-'i.i;rt Control, Records/Optical Scanning, Special Programs, Training & Development,
Verification
Associate Director, Information Technology-Systems and Programming, Tech Support, Data Entry
Student A4 t : Coordinator 3-Scholarships, State Programs, Student Employment
Student A4- t, Coordinator 3-Loans and Disbursements
Student A4t.,: Coordinator 3-Awarding, Pell Processing, '.,i;rr Control, Verification
Student A4 t.: Coordinator 3-Customer Service
Coordinator 2, Accounting
Senior Fiscal Assistant
COt;t, Manager
Senior Secretary
Senior Clerk, Receptionist

Advising
Financial Aid Coordinator 1
Financial Aid Coordinator 2, MBA
Senior Clerk
Financial Aid Coordinator 2
Financial Aid Coordinator 2
Clerk
Clerical Supervisor
Financial Aid Coordinator 2
Financial Aid Coordinator 1
Financial Aid Coordinator 1
Financial Aid Coordinator 1
Financial Aid Coordinator 1
Financial Aid Coordinator
Financial Aid Coordinator 2, Athletes
Senior Clerk


Financial Aid Programs
Scholarships and State Programs
Connie Reed Financial Aid Coordinator 2
Jessica Tracy Financial Aid Coordinator 1
Ruben Lopez Program Assistant
Student Loans
Lora Labonte Financial Aid Coordinator 2
Christina Lamb Financial Aid Coordinator 1
Joy Noll Financial Aid Coordinator 1
Steven Bottom Program Assistant
Student Employment
Ruth Strawder Financial Aid Coordinator 1
Amanda Phelps Financial Aid Coordinator 1
Connie Welcome Senior Clerk

Satellite Offices
Tom Kolb Financial Aid 2, Dental School
Mike Menefee Financial Aid Coordinator 2, Public Health & Health Professions, Nursing, Pharmacy, & Veterinary Medicine
Dayna Beck Financial Aid Coordinator 1
Carol Huber Financial Aid Coordinator 2, Law School
Eileen Parris Financial Aid Coordinator 2, Medical Center

Student Financial Affairs Annual Report 2005-06











Support Services
Information/Publications Services
Susan Mickelberry IT Expert
Andy Koop Coordinator, Information/Publications Services
Training & Development
Vernon Wright Financial Aid Coordinator 2
Micheal Wood Financial Aid Coordinator 1


Technical Processing/Special Programs
Awarding/Pell Processing
Matt Stubbington Financial Aid Coordinator 2
Michael Daube Financial Aid Coordinator 1
Maria Morales Financial Aid Coordinator 1
Disbursements
Sharon Stebbins Financial Aid Coordinator 2
Carol Lamb Program Assistant
Document Editing/Mailroom
Tamara Butler Senior Clerk
Quality Assurance
Rose Williams Financial Aid Coordinator 2
Records/Optical Scanning
Berta Mills CiOt-t Manager
Judy Krueger Senior Clerk
Brook Smith Senior Clerk

Special Programs (Academic Progress/Consortium Programs/Study Abroad)
Laura McNamara Financial Aid Coordinator 2
Laura Lynne Bird Financial Aid Coordinator 1
Systems and Programming
Annalise Adams Data Processing Operator
Sharon Brown IT Expert
Darius Cauthen Computer Programmer Analyst
Mike Dugger IT Expert
John Gifford IT Specialist
Cathy Murray IT Specialist
Richard Omer Senior Computer Programmer Analyst
Raleigh Pickard IT Expert
Susan Smith IT Expert
Wes Hetrick Computer Programmer


Verification
Rose Williams
Vacant
Max Mauney
Pat Bush


Financial Aid Coordinator 2
Financial Aid Coordinator 1
Financial Aid Coordinator 1
Senior Clerk


Student Financial Affairs Annual Report 2005-06







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; Coalition of State University Aid
Administrators
UF committees: Financial Aid Committee, Undergraduate Advising Council, Florida Opportunity Scholars Committee,
Reitz Scholar Mentor

Rick Wilder Associate Director
Athletes; College of Dentistry; College of Law; College ofMedicine; Colleges of Nursing,
Pharmacy, Public Health and Health Professions, and Veterinary Medicine; Disbursements;
Financial Aid Advising; Federal, State, and Institutional Audits; Funds Management; Loan
Certifications; MBA; Reporting for Federal Programs; Scholarships; State Programs; and
Student Employment
memberships: NASFAA (Standards of Excellence Reviewer); SASFAA; Florida Association of Student Financial Aid
Administrators ) FASFAA
UF committees: Florida Default Prevention Advisory Team; Johnson Scholarship Committee; Minority Transfer
Scholarship Committee; Sigma Pi Fraternity (Faculty Adviser).

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
Awarding/Pell Processing, Document Editing/Mailroom, Information/Publications Services,
Outreach, Quality Control, Records/Optical Scanning, Special Programs,
Training & Development, Verification
memberships: NASFAA (Standards of Excellence Reviewer), SASFAA (Instructor), FASFAA (President)

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

Erica Beard Financial Aid Coordinator 2
MBA
memberships: NASFAA, SASFAA, FASFAA
UF committees: Student Affairs Strategic Planning Committee

Donna Fowler Financial Aid Coordinator 3
Loan Certifications and Disbursements
memberships: NASFAA, SASFAA, FASFAA

Carol Huber Financial Aid Coordinator 2
Law School
memberships: NASFAA, SASFAA, FASFAA
UF committees: College of Law Financial Aid Committee

Student Financial Affairs Annual Report 2005-06










Donna Kolb Financial Aid Coordinator 3
Scholarships, State Programs, Student Employment
memberships: NASFAA, SASFAA, FASFAA

Tom Kolb Financial Aid Coordinator 2
College of Dentistry
memberships: NASFAA, SASFAA, FASFAA
UF committees: College of Dentistry Financial Aid Committee, College of Dentistry Admissions Committee

Mike Menefee Financial Aid Coordinator 2
Nursing, Pharmacy, Public Health and Health Professions, & 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 Financial Aid Coordinator 3
Awarding/Pell Processing, Quality Assurance, Verification
memberships: NASFAA, SASFAA (Membership Committee), FASFAA (Membership Chair)

Eileen Parris Financial Aid Coordinator 2
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 Financial Aid Coordinator 3
Athletes, Financial Aid Advising, MBA
memberships: NASFAA, SASFAA, FASFAA
UF Committees: Student Affairs Finance & Administration Committee Golf Tournament Committee; Student Affairs
Superior Accomplishments Committee

Nolan Simmons Financial Aid Coordinator 2
Athletes
memberships: NASFAA, SASFAA, FASFAA








Student Financial Affairs Annual Report 2005-06




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