The Monthly Memo

Please visit our web page. The site address is heab.state.wi.us.

Points of Interest:

1. The Senate and Assembly each have reviewed the various student financial aid programs HEAB administers as part of the 2001-03 biennial budget process. I have attached a spreadsheet that describes funding levels for the various programs to date. Non funding related changes are as follows:
   GOVERNOR's Version:
   1. Renames the AES Program to the Governor Thompson Scholarship Program.
   2. Requires HEAB to report annually the effectiveness of the Minority Undergraduate Retention Grant Program.
   3. Provides HEAB with funding to upgrade Mainframe System.
   JOINT FINANCE Version:
   1. Renames the AES Program to the Governor Thompson Scholarship Program.
   2. Allows high schools to offer one AES to an International Baccalaureate Scholar.
   3. Requires HEAB to report annually the effectiveness of the Minority Undergraduate Retention Grant Program.
   4. Eliminates the maximum award statutory language under WTG.
   5. Provides HEAB with funding to upgrade Mainframe System.
   SENATE Version:
   1. Allows high schools to offer one AES to an International Baccalaureate Scholar.
   2. Expands Minority Undergraduate Retention Grant Program to include first-year students.
   3. Requires HEAB to report annually the effectiveness of the Minority Undergraduate Retention Grant Program.
   4. Eliminates the maximum award statutory language under WTG.
   5. Links funding increases for UW/WTC WHEG and Minority Undergraduate Retention Grant Program to the average prior year increase for resident undergraduate tuition at UW System comprehensive institutions.
   6. Requires DOA (as well as HEAB and other representatives) to undertake a study of the development and implementation of a tuition grant program that provides state payment of two years of postsecondary education.
   7. Requires HEAB to develop a plan for implementing a forgivable loan program for farmers who graduate from UW or WTC.
   8. Requires HEAB to study and report on the cost, desirability, and effectiveness of creating a student loan forgiveness program to attract workers to the state.
   9. Deletes the renaming of the AES Program to the Governor Thompson Scholarship Program.
   10. Deletes funding for HEAB to upgrade Mainframe System.
   ASSEMBLY Version:
   1. Renames the AES Program to the Governor Thompson Scholarship Program.
   2. Allows high schools to offer one AES to an International Baccalaureate Scholar.
   3. Requires HEAB to report annually the effectiveness of the Minority Undergraduate Retention Grant Program.
   4. Requires HEAB to study and report on the cost, desirability, and effectiveness of creating a student loan forgiveness program to attract workers to the state.
   5. Eliminates the maximum award statutory language under WTG.
   6. Provides HEAB with funding to upgrade Mainframe System.
   7. Prohibits students from receiving State assistance if they have not registered (if required to) with the Selective Service System.
   The budget will next go to a Conference Committee to work out the differences between the Senate and Assembly versions. The committee will have four representatives from each the Senate and the Assembly. Once the Conference Committee completes its work the final version will go to the Governor for his review and signature.

2. The next Board meeting will be held from 9AM to approximately 12NOON on July 20, 2001. The meeting will be held in room 201SE at the State Capitol.
   [Please follow this link to the July 20, 2001 Board Report.]

Points Related to Processing:

2000-01

1. The final 2000-01 notification lists will run July 24, 2001.

2. Just a reminder that we are no longer accepting FM or Voucher requests for 2000-01.

3. 2000-01 award commit for WHEG and WTG is as follows:

   UW WHEG Award Commit	=	134.83%	(last year at this time it was 138.84%)
   UW WHEG Spent	=	98.56%	(last year at this time it was 89.17%)
   WTC WHEG Award Commit	=	171.60%	(last year at this time it was 157.34%)
   WTC WHEG Spent	=	97.26%	(last year at this time it was 91.18%)
   WTG Award Commit	=	120.86%	(last year at this time it was 109.68%)
   WTG Award Spent	=	99.66%	(last year at this time it was 88.54%)

Other Points:

PLEASE NOTE THAT THESE ARE VARIOUS POINTS THAT WERE INCLUDED IN PREVIOUS MONTHLY MEMOS. THESE CONTINUE TO BE INCLUDED ONLY BECAUSE THEY ARE GOOD REMINDERS.

1. Here are a few tips for bringing in your electronic Notification Files:
   1. set all margins to 0.25"
   2. set paper orientation to landscape
   3. set font to Courier (or Lucida Console if you have it)
   4. set point size to 9

2. If you encounter problems opening the file directly from email, try saving it to your server or hard drive using either Notepad or WordPad to open it. If this doesn't work, please give Barb Moermond a call at (608) 266-3091 and she will work with you to try to find a solution.

3. If your school transfers data to HEAB via an FTP site, please notify Barb Moermond at barbara.moermond@heab.state.wi.us as soon as possible whenever any changes in your FTP set-up, software, IP, etc. occur. Once notified, Barb will make all the necessary changes that need to be made at our end in order for HEAB to continue to be able to transfer data to and from your school.

4. To all schools using the HEAB templates for file maintenance and voucher requests: Please refer to the Information for Financial Aid Administrators section on the HEAB web page (http://HEAB.state.wi.us) where you will find the formatting guides for both templates. Please use the guides and verify that both templates are formatted exactly the way the guides indicate. There have been an increasing number of problems with files not being formatted properly when they had been fine previously and this means that the file maintenance changes and/or voucher requests that have been submitted aren't going through. Please contact Barb Moermond (barbara.moermond@HEAB.state.wi.us) if you have any questions.

5. HEAB is no longer accepting "adds" submitted via File Maintenance effective March 20, 2001.
   1. Effective March 5, 2001, our production schedule began loading all File Maintenance and ISIR records received to date on both Tuesday and Friday nights of each week just prior to vouchering. In the past ISIR data was loaded every other Monday night prior to the notification run on Tuesdays.

   2. An "exception processing system" was put in place effective March 20, 2001, for "exception adds." We expect to have a newly designed template that will require all data element information necessary for our student record to be included. This template will be available for use when extraordinary circumstances occur and will need to be submitted directly to the Program Coordinator for their review.

   3. Currently the majority of schools receive an electronic version of the notification list. We are in the process of working with the remaining schools who receive paper lists so that all schools receive the electronic notification list. Once all schools have converted to the electronic notification list, it is our intention to eliminate paper notification lists. Sending electronic notification lists to all schools and eliminating all paper lists will allow us to send the notification list once a week.

   We believe that with the above changes, concerns that have been provided through your feedback will be addressed. We will continue to accept all File Maintenance "changes." Only the acceptance of "adds" has been discontinued. We expect to obtain all new record or student information via Federal ISIR files.

6. There have been a number of schools who have been sending file maintenance for students who are not enrolled at their school. Therefore, new awards keep recalculating based on file maintenance sent in by the school where the student is not attending. The school where the student is attending has to keep sending file maintenance to correct what the other school has sent. To eliminate this problem, please only send file maintenance for students who you know are attending or plan to attend your school.

7. When you send file maintenance, which includes contribution changes, you must always include the SC and PC along with the new EFC for dependent students. This is important for maintaining our internal student system particularly when working with the TIP grant.

8. Please be aware that it is not necessary for schools to submit an award amount via file maintenance. This information is not used. Including this information consumes resources both at HEAB and at your school. Awards are calculated prior to each voucher and re-calculations are triggered by changes to any of the five key fields (dependency status, year in school, marital status, household size and EFC).

9. Please note that the only proper procedure for correcting a student's Social Security number is to submit a separate email to the general HEAB address ( heabmail@heab.state.wi.us). Please include the student's name, the incorrect number, and the correct number. Also, please remember that when you submit a Delete for a student, you are deleting your school from the student's record, NOT the student's record from our system.

10. For schools whose students receive WTG funding: If you have students with "special tuitions," please identify those students with their special tuition WTG code each time file maintenance is submitted for them.

11. If your school receives the electronic report file of the notification list, please note that a 1 or a 2 in the child support column means that the student is delinquent (1 or 2 = DELQ).

12. Please be aware that if you request a disbursement of less than $250 for a term or a semester or if the student has used nine semesters of eligibility, the voucher request is manually handled through a "special voucher" which is run on Wednesday nights.

13. Also be aware that you cannot voucher funds for a student you just sent FAFSA changes for to the federal processor. Please voucher funds for students after they are reflected on the notification list. Our agency will calculate an award the Tuesday or Friday night after file maintenance is received or after the student is loaded from the federal record (which we draw down daily). However, the notification list which communicates the student award to you is run every other Tuesday. Please keep all of this in mind when you are making student record changes or vouchering funds. Please also keep in mind that we calculate awards on the most recent information that is received either through file maintenance or from the federal processor.

14. Just another reminder that students can receive up to ten semesters of a combination of WHEG/WTG rather than ten semesters of each.

15. Please be aware of the following errors that have been made in the processing of refunds. The errors fall into two categories:
    1. Schools returning more money for a student than was originally vouchered.
    2. Schools sending in duplicate refunds.

    Please take a moment before sending in refunds to check and make sure that:

    1. You are returning the proper amount.
    2. You have identified the proper program.
    3. That the same refund has not been sent to us previously.

16. The next training sessions will be held:
    July 19

    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.

    If you want to register for a session or need more information, please call Jim Buske at (608) 267-9865 or send email to james.buske@heab.state.wi.us.

Jane Hojan-Clark, Executive Secretary
Wisconsin Higher Educational Aids Board