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The Monthly Memo
May, 2005

THIS MONTH:
    THANKS
    FILE MAINTENANCE
    CHANGES TO NOTIFICATION LIST
    NOTIFICATION LIST AVAILABILITY AND VOUCHER PROCESSING
    FINAL O4/05 VOUCHER
    FIRST 05/06 VOUCHER
    WELCOME TO NEW HEAB STAFF MEMBER
    RETURN OF FUNDS POLICY
    GRANTS UPDATES - COMMITTED AND SPENT
    OTHER ANNOUNCEMENTS AND POINTS OF INTEREST - LEGISLATION
    REFUNDS
    UPCOMING DEADLINES AND EVENTS

THANKS
Thanks and congratulations to WASFAA President Don Seymour, the other WASFAA officers, and the members of the WASFAA Conference Planning Committee for another great conference at the Osthoff Resort. You are all amazing - providing a conference that is professional and really fun. Thanks for your hard work!

FILE MAINTENANCE
When submitting file maintenance, do not forget to label whether it is 04-05 or 05-06!!!!! Thanks

CHANGES TO THE NOTIFICATION LIST
Lists are no longer being emailed, but are only available using Secure HEAB.

2005-06 Notification List Guides and Instructions: Please see webpage for more instructions and for print-file heading names: http://www.heab.wi.gov/finaid.html

There are 2 major changes on the Notification List for 2005-06:

  1. The semester spent column for each of the grant programs now shows the actual total number of semesters spent instead of just 9 or 10 semesters.
  2. The number of semesters spent for WHEG and WTG have been added together into a single column.

NOTIFICATION LIST AVAILABILITY AND VOUCHER PROCESSING
Please check our Webpage under "Information for Financial Aid Administrators" for current Notification List Availability and Voucher Processing Schedules.

04-05 Notification Lists will be Available on the Following Wednesday Afternoons

05-06 Notification Lists will be Available on the Following Wednesday Afternoons

AES Notification List Availability

04-05 Voucher Processing on Tuesdays (Previously scheduled for Fridays)

FINAL 04/05 VOUCHER
FINAL 04/05 VOUCHER IS TUESDAY, JUNE 14

FIRST 05/06 VOUCHER
Vouchers for 0506 will first be processed on Friday, August 5, 2005

WELCOME TO NEW HEAB STAFF MEMBER
Michelle Massen has been hired as an Office Management Specialist, filling a position that has been vacant since February, 2004. Michelle spent many years in the College of Letters and Science Deanís Office at the University of Wisconsin Madison, and began work at HEAB on May 2. Michelle is a great addition to our staff.

RETURN OF FUNDS POLICY
The WASFAA State Issues Committee worked with Connie Hutchison on the HEAB Return of Funds Policy while at the WASFAA Conference. There will be very little change to the current policy other than that it will be rewritten to clarify the intent and extent. The proposed changes will be presented to the HEAB Board for possible action at the July meeting. To view the current policy, please check our on-line Policies and Procedures Manual, http://www.heab.wi.gov/manual.html#10.

GRANT UPDATES - COMMITTED AND SPENT
CURRENT THIS TIME
LAST YEAR
TUITION GRANT
0405

Committed
Spent
 
 
101.41%
99.78%
 
 
95.31%
98.03%
0506
Committed
 
84.18%
 
85.90%
WHEG-UW
0405

Committed
Spent
 
 
132.73%
98.24%
 
 
135.28%
99.87%
0506
Committed
 
71.44%
 
62.50%
WHEG-WTC
0405

Committed
Spent
 
 
162.43%
98.12%
 
 
167.67%
100.00%
0506
Committed
 
61.17%
 
59.02%
TIP GRANT
0405

Committed
Spent
 
 
132.98%
97.68%
 
 
136.46%
97.66%
0506
Committed
 
58.67%
 
49.61%

OTHER ANNOUNCEMENTS AND POINTS OF INTEREST

LEGISLATION
The following bills of interest have been introduced in the legislature. The links will take you to the full bill and explanation.
AES: Academic excellence higher education scholarship eligibility revised re alternates SB-76
Drug Convictions Affecting State Aid: College student convicted of certain crimes re controlled substances ineligible for a state grant, loan, or work assistance SB-187
Indian Student Assistance Grants: Indian student assistance grants: maximum amount increased and tribal matching contributions eliminated AB-137
UW Schools Tuition Limits: Two-year limit on increases in undergraduate resident tuition and nondiscretionary segregated fees at the University of Wisconsin System. AB-239

Following is a link for up-to-date information on bills affecting financial aid.

REFUNDS
Please address refunds to Nancy Wilkison, or mention on the outside of the envelope that this is a refund.
Money is very tight and processing refunds in a timely manner is important. When returning funds, please include the following:

In order to process refunds we must have this information. If the information is not provided, the refund is held-up. Please call the grant specialist for assistance if needed!

UPCOMING DEADLINES AND EVENTS

Scheduled HEAB Board Meetings: July 29, 2005

Next HEAB Training Dates: May 19, 2005; July 21, 2005

Please let us know if you are coming to training as materials are printed based on the number of people attending. To register for a session or for more information, please contact John Whitt at (608) 266-1665 or email him at john.whitt@heab.state.wi.us.

HEAB conducts one-day training programs for new and continuing financial aid administrators. The training session covers all aspects of the programs administered by HEAB, including:

The program begins at 10:00 a.m. and ends no later than 3:00 p.m. It is held at the HEAB offices at 131 W. Wilson St, Suite 902, Madison, WI. We have room for up to 6 people at each session.

 

Questions or concerns? I truly appreciate your feedback. Please contact me by phone at (608) 264-6181 or by email at connie.hutchison@heab.state.wi.us.

Connie Hutchison

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