• TABLE OF CONTENTS
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 Front Cover
 Title Page
 Table of Contents
 From the director
 An overview
 SFA mission statement
 2006-07 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 2006-2007
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Permanent Link: http://ufdc.ufl.edu/UF00087105/00009
 Material Information
Title: Annual report 2006-2007
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: 2006-2007
 Record Information
Bibliographic ID: UF00087105
Volume ID: VID00009
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
    2006-07 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 2006-07


UNIVERSITY of Office for Student Financial Affairs
F ILORI A S-107 Criser Hall P. 0. Box 114025 Gainesville, FL 32611-4025
A Division of Student Affairs Department Educating Leaders for a Global Community


L1 1 ~* ~L~~...... ... ...... .. ...... ... ..~..









annual report

office for student
financial affairs




july 1, 2006-june 30, 2007


Karen Fooks
Director

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

Susan Mickelberry
Editor and Design
Andy Koop, Lianne Jepson,
Omid Dadgar, 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
2006-07 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 2006-07
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 2006 and continuing
through July 2007, 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."
A high point during 2006-07 was the
initiation of UF's new, highly successful
Florida Opportunity Scholarship
Program for first generation, first-time
in college students. The 2006-07 school
year also saw extensive changes as a
result of the Higher Education
Reconciliation Act, including making
graduate/professional students eligible
for the new Graduate PLUS Loan. Our
departments continued to work together
to further automate aid awarding and
disbursement by expanding ISIS
options for students and continuing to
enhance our student e-mail
communication system as the main
method of communication with
students.
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 about $402 million in student
aid from federal, state, institutional,
and private sources to an enrolled UF
student body of about 43,570 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 2006-07








from the director


Tam pleased to present the 2006-07
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 2006 and continuing
through July 2007, 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."
A high point during 2006-07 was the
initiation of UF's new, highly successful
Florida Opportunity Scholarship
Program for first generation, first-time
in college students. The 2006-07 school
year also saw extensive changes as a
result of the Higher Education
Reconciliation Act, including making
graduate/professional students eligible
for the new Graduate PLUS Loan. Our
departments continued to work together
to further automate aid awarding and
disbursement by expanding ISIS
options for students and continuing to
enhance our student e-mail
communication system as the main
method of communication with
students.
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 about $402 million in student
aid from federal, state, institutional,
and private sources to an enrolled UF
student body of about 43,570 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 2006-07









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.


2006-07 summary

and highlights


In 2006-07, SFA staff delivered
approximately $402 million to UF
students. Two new programs were
created that greatly benefited UF
students-the Florida Opportunity
Scholars Program and the Federal
Direct Graduate PLUS Program-
involving much staff time and
creativity! We continued to expand our
student e-mail communication system
and our ISIS interactive financial aid
pages. Our Systems area continued to
refine and update our aid delivery
system and our "Rolling Revisions"
production program. Our advising area
was busy with training new advisers,
as well as assisting students. Our entire
staff was kept busy and productive-
meeting old goals, developing new
ones, and delivering financial aid to the
UF student body.
2006-07 Activities of Note:
* Florida Opportunity Scholars (FOS)
Program. The UF FOS Program, a
collaborative effort, primarily
between the UF Office of the Vice
President for Student Affairs and
SFA, was supported by the Florida
legislature in early June 2006 when it
created the First Generation
Matching Grant Program. FOS is
awarded by SFA to undergraduate
students who are first-generation,
first time in college, Florida residents
who meet specific income guidelines.
FOS is designed to provide scholars
support in all areas of their student
experience. The first year of the FOS
program was highly successful,
exceeding expectations in first-year
retention statistics.
* FOS Financial Literacy
Workshops. As just one aspect of
the FOS experience, Florida
Opportunity Scholars are required
to participate in a series of financial
literacy workshops. SFA designed a
workshop series to help Scholars
learn to manage scholarship funds
and assist in the FOS renewal
process. Key workshop components
included budgeting, credit
card/identity theft, and scholarship
renewal requirements. These were
scheduled throughout the fall and
spring terms. Our Systems &


Programming area and Webmaster
assisted by designing a Web-based
registration process for the
workshops.
* Graduate PLUS Loans. In addition to
the already existing Federal Direct
Stafford and PLUS loans, the Higher
Education Reconciliation Act of 2006
mandated PLUS loans for graduate
and professional students. Graduate
PLUS loans were launched in fall
2006, significantly contributing to
UF's Direct Loan dollars disbursed. In
2006-07, SFA disbursed $8.3 million
more in Federal Direct Loans than in
the previous year, $6 million of which
was in Graduate PLUS loans.
* Fewer Private Loan Disbursements.
With the advent of Graduate PLUS
Loans, UF's private loan disbursements
decreased by $2 million from last
year. We welcome this change as a
significant benefit to our students.
* Email Communications with
Students. Our Systems and
Programming area (S & P) continued
to enhance our student email
communication system as the main
method of corresponding with
students. New emails added included
disbursement information; PLUS
applications; UF Directory Address
Update Reminders; and Post-
Withdrawal disbursement
information.
* ISIS Interactive Financial Aid Pages.
S&P continued to work with SFA
sections such as Disbursements,
Loans, Advising, and Verification to
enhance and refine interactive ISIS
financial aid pages, including
allowing students to: cancel
individual terms of aid based on non-
attendance notification; add
scholarships, fee waivers, and
fellowships; add "accept," "cancel,"
or "reduce" a Perkins Loan; and
Master Promissory Note status.
* Expansion of Rolling Revisions
(RRV). "Rolling Revisions" became a
twice-weekly production program
this year, even more sophisticated
and broad in scope, managing the
majority of overmet situations on
students' Award files. The reduced
award amounts created by RRV were


Student Financial Affairs Annual Report 2006-07









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.


2006-07 summary

and highlights


In 2006-07, SFA staff delivered
approximately $402 million to UF
students. Two new programs were
created that greatly benefited UF
students-the Florida Opportunity
Scholars Program and the Federal
Direct Graduate PLUS Program-
involving much staff time and
creativity! We continued to expand our
student e-mail communication system
and our ISIS interactive financial aid
pages. Our Systems area continued to
refine and update our aid delivery
system and our "Rolling Revisions"
production program. Our advising area
was busy with training new advisers,
as well as assisting students. Our entire
staff was kept busy and productive-
meeting old goals, developing new
ones, and delivering financial aid to the
UF student body.
2006-07 Activities of Note:
* Florida Opportunity Scholars (FOS)
Program. The UF FOS Program, a
collaborative effort, primarily
between the UF Office of the Vice
President for Student Affairs and
SFA, was supported by the Florida
legislature in early June 2006 when it
created the First Generation
Matching Grant Program. FOS is
awarded by SFA to undergraduate
students who are first-generation,
first time in college, Florida residents
who meet specific income guidelines.
FOS is designed to provide scholars
support in all areas of their student
experience. The first year of the FOS
program was highly successful,
exceeding expectations in first-year
retention statistics.
* FOS Financial Literacy
Workshops. As just one aspect of
the FOS experience, Florida
Opportunity Scholars are required
to participate in a series of financial
literacy workshops. SFA designed a
workshop series to help Scholars
learn to manage scholarship funds
and assist in the FOS renewal
process. Key workshop components
included budgeting, credit
card/identity theft, and scholarship
renewal requirements. These were
scheduled throughout the fall and
spring terms. Our Systems &


Programming area and Webmaster
assisted by designing a Web-based
registration process for the
workshops.
* Graduate PLUS Loans. In addition to
the already existing Federal Direct
Stafford and PLUS loans, the Higher
Education Reconciliation Act of 2006
mandated PLUS loans for graduate
and professional students. Graduate
PLUS loans were launched in fall
2006, significantly contributing to
UF's Direct Loan dollars disbursed. In
2006-07, SFA disbursed $8.3 million
more in Federal Direct Loans than in
the previous year, $6 million of which
was in Graduate PLUS loans.
* Fewer Private Loan Disbursements.
With the advent of Graduate PLUS
Loans, UF's private loan disbursements
decreased by $2 million from last
year. We welcome this change as a
significant benefit to our students.
* Email Communications with
Students. Our Systems and
Programming area (S & P) continued
to enhance our student email
communication system as the main
method of corresponding with
students. New emails added included
disbursement information; PLUS
applications; UF Directory Address
Update Reminders; and Post-
Withdrawal disbursement
information.
* ISIS Interactive Financial Aid Pages.
S&P continued to work with SFA
sections such as Disbursements,
Loans, Advising, and Verification to
enhance and refine interactive ISIS
financial aid pages, including
allowing students to: cancel
individual terms of aid based on non-
attendance notification; add
scholarships, fee waivers, and
fellowships; add "accept," "cancel,"
or "reduce" a Perkins Loan; and
Master Promissory Note status.
* Expansion of Rolling Revisions
(RRV). "Rolling Revisions" became a
twice-weekly production program
this year, even more sophisticated
and broad in scope, managing the
majority of overmet situations on
students' Award files. The reduced
award amounts created by RRV were


Student Financial Affairs Annual Report 2006-07











fiscal review


immediately applied to the Award
files. Students' aid batched much
more quickly and was no longer held
for overmet review.
* Overmet-Rolling Revisions. The
Overmet-Rolling Revisions process
was enhanced to be able to handle
multiple enrollment periods, which
included adding summer term
processing. This summer processing
automation eased a very complicated
manual process.
* Financial Aid Advising. During the
2006-07 year, five financial aid
advisers positions turned over,
involving extensive training for the
new advisers, comprising half of our
professional advising positions.
* Ask An Aid Adviser. S & P worked
together with the SFA Webmaster to
develop the Web-based "Ask An Aid
Adviser" feature and add it as an
active function on our Web site.
* Disbursements Automation.
Disbursements continued to refine
automated and manual procedures for
paying retroactive Summer A Direct
Loans, including faster identification
and payment of overseas students.
The Checks file was enhanced to
include new fields, which assisted in
researching frequent check inquiries
presented by students and advisers:
Return Reason, DOCE hours, SFCC
hours, and FLEX#, and a new check
type indicator of "U" for UFS-
deposited checks.


SFA functioned with a $3,728,428
operating budget in 2006-07.
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 72 percent of
the total budget, with the administrative
allowance and financial aid fee making
up the remaining 28 percent.
Staffing for 2006-07 was at 71.75 FTE as
of July 2007, staying stable from 71.75
as of July, 2006.


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 2006-07


components of the office operating budget

BUDGET CATEGORY 2006-07 2005-06 2004-05

Salary $3,419,454 $3,143,377 $2,993,015

OPS $96,492 $103,079 $109,915

Operating Expense $212,482 $311,580 $359,704








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-level 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 2006-07







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

SM technical processing/
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 2006-07








"Educating students about the financial
aid process and providing accurate
information so they can make informed
decisions about financial aid issues is
the number one priority of our
advising staff."
Rodlee Ritter
Student A t.:r, : Coordinator


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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 trained to provide expert
advice in matters pertaining to financial
aid issues and strive to make the
University of Florida's (UF) financial
aid office a national leader in the
administration of financial aid.

The financial aid advising staff continues
to include a Student Affairs Coordinator
3 (Assistant Director), six Student
Financial Aid Coordinator 2s, four
Student Financial Aid Coordinator Is, a
Clerical Supervisor, two Senior Clerks,
a Clerk, and a full-time OPS position.
During the 2006-07 year, staff turnover
resulted in the hiring of five new
financial aid advisers. Since Financial Aid
Advising is comprised of ten professional
staff positions, the loss of half of our staff
made for a challenging year.

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. Student
assistants also assist with service
counter duties in the mornings where
they answer general status questions,
accept financial aid documents, and
make office referrals to advisers.
During 2006-07, the call center staff
handled 52,065 telephone calls, 4,633
more calls than the previous year! We are
perplexed by this dramatic increase in
phone calls from the previous year as
our volume for 06-07 is comparatively
close to the volume recorded for our
highest year ever, 2002-03, when we
received just over 54,000 calls. January
and August continue to be the months of
highest telephone volume with October,
November, and February the lowest.
With our increasing use of Internet and
electronic services for providing access
to financial aid information and
assistance, we hoped that students and
parents would have less of a need to
contact our office for information by
telephone and would avail themselves of
the self-service information provided
through ISIS and the Web.

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 moderately
this year. The total number of students
admitted to the summer 2007 AIM
program was 573, an increase from 518
for the 2006 summer program. Of the
573 students admitted 422 enrolled, an
increase of 68 students from last year.
Of these, 411 received $1,077,781 in
grant assistance to meet their summer


program costs, compared to 350
students who received $857,066 in
summer 2006.
The number of summer 2007 AIM athlete
enrollees and aid recipients decreased
from 40 in 2006 to 30 in 2007. Due to the
decrease in enrollees and a decrease in
the number of out-of-state students, 2007
summer expenditures were only
$97,051 as compared to $125, 565 the
previous summer.

* Professional Judgment
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.
The number of petitions submitted has
continued to decline over the past
several years. We received 304 petitions
in 2006-07 compared to 386 in 2005-06.
The number approved was 183,
compared to 218 last year. The approval
percentage rose from 56% for 2005-06 to
60% for 2006-07. 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
Because of the special enrollment
calendars established for the various
non-traditional MBA programs, the
progress of these students must be
carefully monitored to ensure that aid
is processed and disbursed within
specified federal guidelines. To
facilitate aid processing for these
students, a Coordinator 2 position has
been jointly funded by SFA and the
College of Business's MBA programs


Student Financial Affairs Annual Report 2006-07








satellite offices


office. This award year, 846 students
enrolled in nineteen non-traditional
MBA programs, a decrease of 19
students from those enrolled in similar
programs last year.
During 2006-07, SFA processed Federal
Direct Stafford Loans for 354 students,
sixteen more than last year. Federal
Direct Graduate PLUS Loans became
available this year, and 49 MBA
students borrowed about $411,000
through this program. Private loan
application volume continued to
decrease from twenty-two in 2005-06 to
fifteen in 2006-07. Overall, total loan
dollars awarded increased slightly from
5.2 million in 2005-06 to 5.25 million in
2006-07
* Emergency Short-Term Loan
Program
Short-term loan (STL) volume has
increased in both the number of
student borrowers and the dollars
borrowed from the STL program from
2005-06. The greatest need for STL
assistance continues to come at the start
of fall term. During 2006-07, the
number of borrowers increased from
537 to 640. One hundred thirty students
borrowed multiple loans throughout
the award year as the total number of
STL applications processed was 773
during this period. Graduate students
with delayed federal loan
disbursements due to late fee waiver
posting by the university comprise the
largest population of STL borrowers.

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 2006-07











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 2006-07, more than
$18,751,283 in federal loans were paid
to 1,016 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 fifteen students received
$751,283 from these funds in 2006-07.

College of Medicine
The College of Medicine (COM)
comprises nearly 1,000 medical,
graduate, and physician assistant
students. Over 700 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


awarding COM funds. 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 2006-07








"The Florida Opportunity Scholars Program, an
initiative of the University of Florida, was
supported by the Florida legislature in early June
2006 when it created the First Generation Matching
Grant Program. FOS is awarded by SFA to
undergraduate students who are first-generation,
first time in college, Florida residents who meet
specific income guidelines. Scholars are supported
by multiple programs provided through Student
Affairs departments.The first year of the FOS
program was highly successful, exceeding
expectations in first-year retention statistics."
Donna Kolb
Student A i.r, Coordinator,
Scholarships, State Programs, Student Employment


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.


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financial aid programs


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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
Awarding's Pell Grant Section focuses on
efficient delivery of Pell Grants to
students. Federal Supplemental
Educational Opportunity Grants and
Turner Grants are awarded to
undergraduates with exceptional need as
part of a comprehensive aid package.
ACG and SMART Grants address specific
student populations. 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 again,
to $19,664,232 in 2006-07 from
$20,082,730 in 2005-06. The number of


Pell Grant recipients also decreased to
7,556 in 2006-07 from 7,612 in 2005-06.

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 increased slightly this year. In
2006-07, $2,820,763 was disbursed to
1,977 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 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.
In 2006-07, $1,394,310 was disbursed to
1,587 students through ACG.

National Mathematical and
Science Access to Retain
Talent (SMART) Grant
The SMART Grant, created by the Higher
Education Reconciliation Ac (HERA) of
2005, is a federally funded undergraduate
program 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. In 2006-07,
$1,914,656 was disbursed to 634 students
through SMART Grant.

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
2006-07, $9,818,046 were awarded to
4,060 students, a slight decrease in
recipients and dollars compared to last
year's totals of $10,073,433 awarded to
4,659 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 2006-07 providing 4,586
UF students with awards totaling
$6,802,364.
More information about state programs
can be found in the State Programs
section of this report.


$25,000,000 5,uuu-
8,000
$20,000,000 7,000
z 6,000
$15,000,000 5,000
4,000-
$10,000,000 3,000
1,000-
$5,000,000 2,000
$0 0
2006-07 2005-06 2004-05 2006-07 2005-06 2004-05
Pell Grant Dollars Disbursed No. of Pell Grant Recipients


Student Financial Affairs Annual Report 2005-06








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 four years:

2006-07: 15,803,291 to 6,485 students
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.


Florida Opportunity
Scholarships
This program, an initiative of the
University of Florida, was supported by
the Florida legislature in early June 2006
when it created the First Generation
Matching Grant Program. This Division
of Student Affairs program is awarded
by SFA to undergraduate students who
are first-generation, first time in college,
Florida residents who meet specific
income guidelines. Florida Opportunity
Scholarships are designed to ensure that
those who meet eligibility requirements
will not have to work or borrow to
attend UF, but rather will have their
need fully met with grants and
scholarships. Award amounts vary
depending on the student's need
determined from the FAFSA.

The first year of the FOS program was
extremely successful, resulting in an
admissions yield rate of 81% compared
to 63% for the entire freshman class and
a 96.1% retention rate compared to
94.67% for the entire
freshman class.

The services provided $25,000,000
through the program
offered a framework $20,000,000
for student academic, $15,000,000
social, and emotional
$10,000,000
$5,000,000
$0


support. The FOS Committee's predicts
that the offer of a full grant package
was a very significant factor in the high
admissions yield rate, but the support
services and networking opportunities
are a key factor that enable the
significant retention rates.

In 2006-07, the FOS program provided
$2,133,026 to 444 UF students.

Other Scholarship Statistics
The statistics in the charts below are for
scholarships paid out to students
through the Office for Student Financial
Affairs, including scholarships such as
college-awarded scholarships,
Admissions Scholarships, UF Academic
Scholarships, and UF Honors
scholarships. They do not include
custodial awards, State of Florida
scholarships, Florida Opportunity
Scholarships, or tuition fee waivers.


Student Financial Affairs Annual Report 2006-07


m-
--

2 i 2 24

2006-07 2005-06 2004-05


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


Number of Scholarship Awards
*Excludes State Scholarships, Custodial Awards, Florida
Opportunity Scholarships 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


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:
2006-07: $74,386,746 to 26,259 students
2005-06: $69,523,327 to 25,801 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.


* Rosewood Family Scholarship

* Occupational Therapist and
Physical Therapist Scholarship Loan

* Part of the Florida Bright Futures
Scholarship Program








30,000

29,500

29,000
28,500

28,000,
4-05 2006-07 2005-06 2004-05

sed Number of State Program Recipients


Student Financial Affairs Annual Report 2006-07


$100,000,000
$80,000,000
$60,000,000
$40,000,000
$20,000,000


2006-07 2005-06 200

State Program Dollars Disbur








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 2006-07, the total
amount of FWS (including FCS) and
OPS Earnings was $11,703,271 which
was paid to 6,540 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:
During 2006-07 Student Employment
maintained a list of off-campus jobs
posted by outside, local employers for
UF students on our Web site.


Student Financial Affairs Annual Report 2006-07


FWS OPS FWS OPS FWS OPS
$12,000,000
$10,000,000
$8,000,000 C
$6,000,000
$4,000,000 4 -
$2,000,000
$0
2006-07 2005-06 2004-05

SDollars Disbursed through Employment


FWS OPS FWS OPS FWS OPS
6,000
5,000
4,000
3,0001
2,000
1,000

2006-07 2005-06 2004-05

No. of Student Awards









loan certifications


T F continues to participate in the
L Federal Direct Loan Program.
The 2006-07 school year was UF's 13th
year of participation. 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 fifth academic year
using COD at the University of Florida.

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
(subsidized and unsubsidized)
Federal Direct 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, 2006, through June 30, 2007,
the Subsidized and Unsubsidized
Stafford Loan interest rate was set at a
fixed rate of 6.8%. 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
(Parent PLUS and Graduate PLUS)
The PLUS program was designed to
help parents of undergraduate students
and graduate students meet the expected
family contribution toward the student's
educational expenses. These loans can
not exceed the student's cost of
attendance less other financial aid and
do not require students or families to
demonstrate need.
From July 1, 2006 through June 30, 2007,
the PLUS interest was set at a fixed rate
of 7.9%. A 4% origination fee was
charged at disbursement.

* Federal Direct Consolidation
Loans

The Higher Education Reconciliation Act
of 2005 (HERA) eliminated the in-school
consolidation option by eliminating the
borrower's right to cancel or reduce
the grace period. HERA also defines
conditions under which a borrower may
obtain a second Consolidation loan or
cross loan programs and repeals joint
Consolidation loans for married couples.
New provisions also allow a borrower
with a defaulted FFEL loan to receive a
Direct Consolidation loan to resolve
the default.

*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
$152,786,405 in 2006-07 from
$150,304,508 in 2005-06. In 2006-07
29,110 students received Stafford
Loans. The total amount borrowed in
Parent PLUS loans in 2006-07 year was
$5,729,627, to 796 recipients. The
amount disbursed in Grad PLUS
awards in 2006-07 was $6,221,712, to
965 recipients. Private loans disbursed
for the 2006-07 year totaled $6,709,293
to 793 student borrowers.



$155,000,000
$145,000,000
$135,000,000
$125,000,000
$115,000,000
$105,000,000
$95,000,000
$85,000ooo,ooo000
$75,000,000
2006-07 2005-06 2004-05
Stafford Loan Dollars Disbursed



33,000
31,000
29,000
27,000
25,000
2006-07 2005-06 2004-05
No. of Stafford Loans Awarded



S6,000,000
$5,500,000 -
$5,000,000
$4,500,000
$4,000,000 -
$3,500,000 -
2006-07 2005-06 2004-05

FDPLUS (Parent) Disbursed




900
soo
700
600

2006-07 2005-06 2004-05
SFDPLUS (Parent) Recipients


Student Financial Affairs Annual Report 2006-07











SLoan Default
Provisions made by the Higher
Education Reconciliation Act waived
the following requirements for schools
with three most recent cohort default
rates of less than 10%:
- multiple disbursement rules for loan
periods that do not exceed one
semester.
- 30-day delayed disbursement for
first-time, first-year borrowers.
UF's Federal Direct Loan Program's
2004 Cohort Default Rate was 1.9%.
Nevertheless, SFA continues 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.

- Regulatory Update
The 2006-07 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. For the Federal Direct
Loan Program, the new statutes mandate
changes starting July 1, 2006 and yearly
changes thereafter through 2010.
Some of the provisions that affected
Loan Certification are listed below:
- Revised annual loan limits (it did not
increase aggregate loan amounts).
- Made graduate/professional students
eligible for PLUS loans.
- Reduced Stafford Direct Loan
origination fee over the next five years.
- Revised cohort default provisions.

Technological Services
* EAGLE
Minor enhancements were made to
EAGLE screens throughout 2006-07.

* COD
No significant changes were made to
the COD system for the 2006-07 school
year.


*NSLDS
See Annual Report entry under
Disbursements and Fund
Reconciliation, page 21.

*Private Loans/ELM
In 2006-07, Wells Fargo, Wachovia, Key
Bank, and Citibank remained UF's
preferred lenders.

*Confirmation Site
The Direct Loan confirmation Web site
was inactivated at the end of the 2005-06
year. For the 2006-2007 school year, the
Direct Loan acceptance process was
incorporated into the acceptance process
used for other financial aid programs.
Students are informed to complete this
requirement on ISIS at www.isis.ufl.edu.
Under "Financial Aid" they choose
"Awards and Disbursements." Students
can also reduce or cancel their Federal
Direct Stafford Loans at this site.

* Program Automation
Most of the 2006-07 system automation
was initiated as a result of HERA. The
yearly loan limit table for Stafford loans
was revised as follows:
Subsidized
First year-$3,500
Second year-$4,500
Unsubsidized
Base limits for first and second year as
above, minus subsidized borrowing.
Graduate/Professional-$12,000
Preparatory Coursework to Enroll in a
Graduate Program-$7,000
Teacher Certificate Coursework-$7,000
The PLUS loan specifications and
system programs were revised to
include graduate and professional
students. In addition, a new Graduate
PLUS application was developed that
enabled students to submit a requested
loan amount before certifying the
Graduate PLUS Loan.
Programs were written to cancel all
Stafford Loans at the end of June in
order to reprocess them after July 1,
2007 using the new origination fee of
2.5%.
As a result of changes made in HERA
in regard to the cohort default


regulations, the experimental site
program was revised to eliminate the
monitoring of the multiple
disbursement rules and the 30-day
delayed disbursement rules.


Future Objectives
- Continue to develop ways to notify
and interact with students
electronically.
- Keep the Direct Loan manuals
updated.
- Monitor the Private Loan Web site to
make sure it is up to date and
functioning correctly.
- Finalize all goals from the October
retreat.
a. Develop a Direct Loan forms
manual.
b. Research the NSLDS system to
determine if there is a way to
simplify the loan history program.
c. Compile rush statistics for
Disbursements.


Student Financial Affairs Annual Report 2006-07








"In the financial aid profession, programs and
procedures are in constant flux and quality staff
training is of critical importance. To keep staff
continually apprised of the latest information,
Training staff present updates weekly in the form of
thirty-minute training sessions on timely subject
matters. Further, standardized 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 financial aid basics before
being assigned to their specific areas."
Ron Anderson
Associate Director


support services


nltW7








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 (online),
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 An4 t ,
Annual Report, both available at:
www.ufsa.ufl.edu / ovp / publications.htm
I/P published the SFA Presentation
Folder, SFA Bookmark, 1st-Time
Applicants Guide to Financial Aid


brochure, and the SFA Newsletter as
well as our brochure series, revising,
updating, and reprinting as necessary.
Online versions of our publications
are available on our Web site.
IP issued news releases on important
financial aid activities and
information. Special emphasis
continued to be on the use of ISIS to
track their financial aid, as well as
publicizing deadlines and other
timely financial aid information.
Outreach/ Training section continued
to use the training and PR video, Lost
on Campus, produced by IP last year
for use at PREVIEW and all year by
our Outreach Coordinator.
For our third year I/P designed and
produced display advertising
emphasizing the March "on-Time"
Deadline that appeared in February
and March as signs on the Gainesville
Regional Transit buses, on a street
banner displayed across NW 13th street
in February, and on the myUFL Splash
page in February.
Our Webmaster focused on the
extensive task of designing and
compiling a comprehensive, site-wider
Scholarship Search for Web site,
incorporating all scholarships listed on
our site in a searchable database. This
task is ongoing and will continue into
the 2007-08 school year.
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
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 Student Affairs 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.

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.
B Lost on Campus orientation video
* SFA Web Site
* 2006-07 Gator Aid Handbook
* 2006-07 Gator Aid Application Guide
* SFA News-an online spring,
summer, and fall edition newsletter
emailed as a link 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 COft.i ,for
Student Financial A4 t.: 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
series, and various other forms,
information sheets, bulletins, and
flyers.
B 2005-06 Student Financial A4 rt
Annual Report


Student Financial Affairs Annual Report 2006-07











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.
Attendant to the Florida Opportunity
Scholars Program, workshops were
developed on budgeting, credit card use,


and identity theft. All Florida Opportunity
Scholars were required to attend.
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 2006,
allowing Outreach and Training staff to
thoroughly brief students about financial
aid programs before they enter UF. We
will once again show our "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 2006-07








"Federal education loan programs are the single largest
source of college financial assistance in the nation. In
addition to the already existing Stafford and parent
PLUS loans, the Higher Education Reconciliation Act of
2006 (HERA) mandated PLUS loans for graduate and
professional students. Graduate PLUS loans were launched
in fall 2006, significantly contributing to UF's Direct Loan
dollars disbursed in 2006-07. In 2006-07, we disbursed $8.3
million more in Federal Direct Loans than in the previous
year, $6 million of which was in Graduate PLUS loans."
Sharon Stebbins
Financial Aid Coordinator


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 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 2006-07, Disbursements monitored
and authorized disbursement of
$50,305,381 in grant funds, $158,768,543
in scholarships, and $181,321,947 in
student loan funds. The total amount
authorized was $390,395,871, which is
$21 million more than last year.

Regulatory Changes
* See Annual Report entry under Loan
Certifications, page 16.


General
Just before fall 2006, SFA sent
"Disbursement Information" emails to
all registered students receiving
financial aid. This newly created email
allowed us to publish fall start-up
disbursement dates for different types
of aid as well as other critical
information. The email was thereafter
sent just before each semester to advise
students of critical payment dates.

Direct Loans, COD, &
NSLDS
* In Fall 2006 SFA began requiring
budget adjustments and reduction of
aid where needed on all students
enrolled less than full-time regardless
of type(s) of aid awarded. This
required, after Drop/Add, budget
reductions, running Rolling Revisions
to address overmet conditions, and
setting Hold Reasons to release aid
through Batch Net Check,
significantly impacting Direct Loan
disbursements for less than full-time
students. First, disbursements were
delayed until after Drop/Add.
Second, many received reduced loan
amounts. Students who were paid
Direct Loan funds during Drop/Add
at full-time status and later dropped
hours without fee liability, also had
budget adjustments. Many were put
into repayment. After RUSH, the
Budget Adjustment and Hold Reason
programs ran nightly during the term.
* Federal education loan programs are
the single largest source of college
financial assistance in the nation. In
addition to the already existing
Stafford and parent PLUS loans, the
Higher Education Reconciliation Act of
2006 (HERA) mandated PLUS loans
for graduate and professional students.
Graduate PLUS loans were launched
in fall 2006, significantly contributing
to UF's Direct Loan dollars disbursed
in 2006-07. Overall, Stafford and PLUS
loan awards continue to increase
yearly in volume and total disbursed
dollars. In 2006-07, we disbursed $8.3
million more in Federal Direct Loans
than in 2005-06.


Student Financial Affairs Annual Report 2006-07















* Disbursements' Direct Loan programs
were enhanced to incorporate Graduate
PLUS Loans and required edits and
handling. The summer program by
which we manually pay retroactive
Summer A funds was also upgraded to
include Graduate PLUS and to sort and
merge Subsidized/Unsubsidized/
Graduate PLUS loans on paysheets to
expedite payment for students with
multiple awards. We also modified our
edit program to read the new multiple
loan acceptance fields on the Award file.
* The newly reduced Stafford loan
origination fee of 2.5% implemented on
July 1, 2007 by HERA impacted
summer Direct Loans disbursements.
The large scale reprocessing of unpaid
Summer A/B loans and the required
COD (Common Origination &
Disbursement) 5-day hold delayed
disbursement for a large number of
students at the start of Summer B.
* As a result of the reduced Stafford
origination fee, our weekly system job
for applying Direct Loan repayment
adjustments was modified to be able
to correctly calculate gross/net/fee/
rebate for repays on loans whether they
were disbursed before July 1st or after.
This accuracy was critical to data being
accepted at COD once transmitted.
* Volume of post-withdrawal
disbursements (PWD) of Direct
Loans was reduced by a new policy
made during 2006-07. PWD letters,
which let eligible students accept or
decline funds after withdrawal, were
sent only if students had completed a
Direct Loan MPN. Previously all
Direct Loan students who passed
eligibility calculations were offered
PWD funds via the letter.
* Disbursements complied with UFS'
new standard in 2006-07 of stale
dating Direct Loan checks after six
months rather than one year.
* Due to security concerns, both COD
and NSLDS (National Student Loan
Data System) upgraded password and
signon securities for their respective
Web sites. Disbursements used both
Web sites for research and problem
resolution throughout the year.


* Disbursements continued to refine
automated and manual procedures for
paying retroactive Summer A Direct
Loans, including faster identification
and payment of overseas students.

Reconciliation with USDOE
* We expect to close out academic year
2006-07 during February 2008. We
anticipate closing with an ending cash
balance of $0, out of $163 million in
net Direct Loan funds disbursed.

Custodial Scholarships
* This was our third year using
PeopleSoft software, databases, and
procedures to deposit Custodial
Scholarship checks to UF's bank.
* The Checks file was enhanced to
include new fields: Return Reason,
DOCE hours, SFCC hours, and
FLEX#, and a new check type
indicator of "U" for UFS-deposited
checks was added. These fields and
data assist us in researching frequent
check inquiries presented by
students and advisers. All Check file
data for years prior to 2005-06 were
archived to the Checks History file.
* The volume of custodial scholarships
rises each year, especially in the fall.
This year Disbursements processed
thousands of paper scholarship checks
for a total exceeding $8.6 million-an
increase of $800,000 over 2005-06.

Private/Alternative Loans
* With the advent of Graduate PLUS
Loans in 2006-07, UF's private loan
disbursements decreased. We
welcome this change as a significant
benefit to our students. In 2006-07,
$6.68 million in private loan funds
were disbursed, a decrease of more
than $2 million from last year.
* Disbursements streamlined the
automated private loan program to
eliminate manual review of four
criteria: FL Prepaid students' checks at
term start-up; checks over $9999; and
checks for Overseas and Transient
students with appropriate Hold
Reasons. This resulted in a notable
decrease in manual review issues
required by staff and accelerated
disbursement for these students.


* We experienced another smooth year
using ELM/NDN, a clearinghouse
used by UF and many lenders
providing private educational loans
to UF students.

Additional Factors Affecting
Disbursement
* Rolling Revisions (RRV) became a
twice-weekly production program
this year, even more sophisticated
and broad in scope, managing the
majority of overmet situations on
students' Award files. The reduced
award amounts created by RRV were
immediately applied to the Award
file. Students' aid batched much
more quickly, no longer held for
overmet review.
A decision was made to pay graduate
and professional grants during
Drop/Add at term start-up, rather
than after Drop/Add completed,
increasing overall aid paid during the
first start-up batches of each term.
AidIDs and Batch Net Check:
Additional AidID's were added for
Direct Loan and custodial
scholarships, allowing us to disburse
up to six Direct Loan awards per
loan type without manual
intervention and facilitated custodial
scholarships watching out under
correct aid types. Also, the 0151
AidID for parent foreign checks was
configured in the aid attribute table
to allow payment via Batch Net
Check, a great assistance to students.
UFS changed its protocol for
charging a late fee the night of the
deferred fee payment deadline. To
help students avoid the $100 late fee,
we advanced Batch Net Check ahead
of the deadline. This Batch move
became the standard for each term
going forward.
Address Problems. Missing and
incorrect student addresses
continued to be a taxing issue for
paper check disbursements, a
problem resulting from students not
updating address data in ISIS. SFA
continued disseminating address-
related alerts to financial aid
students before each semester and
this year initiated an informational


Student Financial Affairs Annual Report 2006-07














insert included inside returned
checks picked up by students.
* Assisted by the new Budget
Adjustment and Hold Reason
programs, Continuing Education
(DOCE) students were able to
receive federal aid (except Pell) prior
to actually completing the DOCE
course. DOCE enrollment became
included automatically in fee liable
hours along with on-campus hours, so
students showing DOCE proof of 1st
assignment could receive aid quickly.
* Drop/Add was extended one full
school day for fall and spring terms
this year, pushing back our critical
"Batch All" RUSH batch, which
disburses an enormous amount of
aid after Drop/Add each term.
* With the HERA-created ACG and
SMART grants and Grad-PLUS
loans, our total RUSH-period
disbursements went up. For
example, total batched aid disbursed
during spring 2007 RUSH was
$126,292,069, an increase of $7.6
million from last year.
Looking Ahead
* HERA statutes mandate an annual
reduction of Stafford origination fees
through July 1, 2010. For the change
required in mid-summer 2008, we
will look to streamline the multi-
step process required for
compliance, in order to speed
disbursement of sum-B aid.
* HERA-mandated Stafford Loan limit
increases for certain annual limits
must be integrated into our Direct
Loan edit program in preparation for
fall 2007.
* Due to the upcoming Finance &
Accounting transition to PeopleSoft,
we will assist as needed with testing
the converted Batch Net Check
process and output.
* 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.
* 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 up to
three student assistants. This staff is also
responsible for all mail processing.
The staff of this section receive, sort,
date-stamp, and distribute all
incoming mail. This area handles the
majority of mailouts for the office,
including 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 2006-07 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
early 2006 SFA selected more than 350
students for the 2006-07 QA sample. Of
these, 309 began classes during 2006-
07 and participated in the QA Sample.
Two hundred fifty-seven completed the
process yielding a completion rate of
83%. 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 2006-07









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 two 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 2006-07 school year: Verification
Checklists, 37,778; electronic data
changes from the FAFSA, 7,622; Pell
Calculations, 14,097; awards and
award revisions, 39,317; and student
employment documents, 24,392. The
majority of documents were received
between July and October. The total
number of documents received and
scanned for the 2006-07 school year
was 163,935.


Student Financial Affairs Annual


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 5,048 student files met
conditions for termination or suspension
in 2006-07 as compared to 3,900 in 2005-
06. Likewise, 2,027 petitions were
reviewed as compared to 1,6296 in the
previous year. The number of students
flagged for financial aid academic
progress requirements has increased
due to revisions in our academic
progress standards to be in compliance
with federal guidelines regarding
qualitative measures. We revised our
policies to include dropped classes.
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
Report 2006-07


this situation. E-mails are sent to the
student and letters 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
2006-07, 421 such students were flagged,
78 fewer than last year, and UF was
required to reimburse the accounts for
61 students in the amount of $47,773.
This reflects a reduction of $59,978.85 in
institutional liability from last year. The
reason for the decrease is unknown.

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 2006-07, 240 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









Systems &

Programming


Junior College, University of West
Florida, Okaloosa-Walton Community
College, and UF. In 2006-07, SFA
processed financial aid for 19 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 2006-07.
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 2006-07, UF processed
financial aid for 33 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 2007
only 26 students identified themselves as
SUS transients. Only 15completed 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
1,790 in 2006-07 from 1,962 in 2005-06.
The number of participants receiving
financial aid decreased from 1,355 in
2005-06 to 877 in 2006-07. 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
76,000 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 2006-07












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
2006-07
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 was fortunate to be
able to increase their manager level
staffing from two to three very early in
the year. S & P was also able to
increase from six to seven analyst
positions. There was a three-month
period with a vacancy in the data
entry position.
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 continued to enhance the
student e-mail communication
system as the main method of
communication with students.
New processes added included:
disbursement information; PLUS
applications; UF Directory Address
Update Reminders; and Post


Student Financial Affairs Annual Report 2006-07








Verification


Withdraw disbursement
information.
* S & P further enhanced the ISIS
student financial aid pages,
including allowing students to:
cancel individual terms of aid based
on non-attendance notification;
allow students to add scholarships,
fee waivers, and fellowships; and
Perkins Loan "accept," "cancel,"
"reduce, and Master Promissory Note
status.
* The Overmet-Rolling Revision
process was enhanced to be able to
handle multiple enrollment periods,
which includes adding summer
term processing. This summer
processing automation eased a very
complicated manual process
* S & P assisted the publication and
advising staff with implementing of
a new "Ask-An-Adviser" Web-
based system.
Tech Support
* SFA's IT Continuance of Operations
Plan (ITCOP) is updated every 6
months.
* Systems Tech Support replaced
several network printers in the office.
* 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 2006-07 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 expanded e-mail
communications during 2006-07.

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 2006-07, 4,960 student files were
selected for verification. Of that total,
4,141 students completed the process,


yielding an 83% completion rate.
Another 3,079 student files were found
to be discrepant. Sixty-eight percent
(2,084) of the discrepant files were
completed.


Student Financial Affairs Annual Report 2006-07







"SFA staff participate as student mentors, teach self-defense
to women after hours, serve on UF committees, participate
in UF functions, and attend state and national conferences
to further enhance their knowledge of financial aid. Many
volunteer to coordinate or participate in social activities
such as Office Olympics to benefit the United Way, Student
Appreciation Week, Friday Theme Days (Summer B),
monthly breakfasts, baby/wedding showers, and staff
retirement receptions. SFA staff also collect canned goods
and other non-perishable items that are donated to a
charitable group at Thanksgiving."
Anne Newman
OnCt Manager


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
Jennifer Bennett
Vacant
Tonja Cave
Debbie Coleman
Vacant
Amber Young
Chiney Jones
Debbie Schmidt
Patrick McGonigle
Dina Herron
Carolyn Repko
Liz Manini
Nolan Simmons
Annie Dunn


Director
Associate Director-Athletes; Financial Aid Advising; Loans and Disbursements; MBA; Satellite
OC'ti. : for C.Ih, ,. : 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, .'In.ti;rr Control, Records/Optical Scanning, Special Programs, Training &
Development, Verification
Information Technology Senior-Systems and Programming, Tech Support, Data Entry
Student 4t-ti, Coordinator 3-Scholarships, State Programs, Student Employment
Student Ai4t.r Coordinator 3-Loans and Disbursements
Student Atn., Coordinator 3-Awarding, Pell Processing, .',.-i;rt Control, Verification
Student A4 tii., Coordinator 3- Customer Service
Coordinator 2, Accounting
Senior Fiscal Assistant
OCt;, 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 1
Clerk
Clerical Supervisor
Financial Aid Coordinator 2
Financial Aid Coordinator 2
Financial Aid Coordinator 1
Financial Aid Coordinator 2
Financial Aid Coordinator 1
Financial Aid Coordinator 2, Athletes
Senior Clerk


Financial Aid Programs
Scholarships and State Programs


Connie Reed
Jessica Tracy
Ruben Lopez
Cheri Zdiarski
Student Loans
Christina Lamb
Joy Noll
Steven Bottom
Courtney Hatch-Blauvelt
Student Employment
Amanda Phelps
Cheryl Smith

Satellite Offices
Tom Kolb
Mike Menefee

Dayna Beck
Carol Huber
Eileen Parris


Financial Aid Coordinator 2
Financial Aid Coordinator 1
Program Assistant
Financial Aid Coordinator 2

Financial Aid Coordinator 1
Financial Aid Coordinator 1
Program Assistant
Financial Aid Coordinator 2

Financial Aid Coordinator 2
Senior Clerk


Financial Aid 2, Dental School
Financial Aid Coordinator 2, Public Health & Health Professions, Nursing, Pharmacy,
& Veterinary Medicine
Financial Aid Coordinator 1
Financial Aid Coordinator 2, Law School
Financial Aid Coordinator 2, Medical Center


Student Financial Affairs Annual Report 2006-07











Support Services
Information/Publications Services
Susan Mickelberry IT Expert
Vacant Coordinator, Information/Publications Services


Training & Developme
Vernon Wright
Micheal Wood


Financial Aid Coordinator 2
Financial Aid Coordinator 1


Technical Processing/Special Programs
Awarding/Pell Processing
Matt Stubbington Financial Aid Coordinator 2
Michael Daube Financial Aid Coordinator 1
Marilyn Lord 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
Myra Cowart Senior Clerk

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


Verification
Rose Williams
Annalise Adams
Max Mauney
Pat Bush


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


Student Financial Affairs Annual Report 2006-07







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: UF Financial Aid Committee, UF 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, and FASFAA (Florida Association of Student
Financial Aid Administrators)
UF committees: Student Affairs Strategic Plan (SFA Representative), Theodore and Vivian Johnson Scholarship
Committee, Community College Transfer Scholarship Committee, Sandeen/Schafer Golf Tournament Committee (chair),
Sigma Pi Fraternity (Faculty Adviser)

Elaine Stuckman Associate Director
Systems Development and Enhancements
memberships: NASFAA, SASFAA, FASFAA
UF committees/Activities: 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, FASFAA

Norma Kuhr Information Technology Senior
Systems & Programming, Tech Support, Data Processing
memberships: NASFAA, SASFAA, FASFAA
UF committees: UF Information Technology Advisory Council

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


Student Financial Affairs Annual Report 2006-07










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 (includes SFA Web site)
memberships: University of Florida Communications Network (UFCN), SASFAA, FASFAA
UF committees: Student Affairs Tech Committee, Student Affairs Annual Report Committee

Peggy Myers Financial Aid Coordinator 3
Awarding/Pell Processing, Quality Assurance, Verification
memberships: NASFAA, SASFAA, FASFAA

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 2006-07




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