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The Monthly Memo Archive

The Monthly Memo

January 1, 2002

Dear Colleagues,

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

Points of Interest:

  1. In preparation for the 2002-03 academic year you will soon receive, under separate cover, information related to the following:
    • New 2002-03 Nursing Loan Program proposed rules and procedures
    • New 2002-03 Selective Service Registration requirement procedures
    • Edvest Wisconsin Program procedures related to State aid eligibility calculations
    Please review the information once you receive it. If you have any questions or suggested changes, please feel free to submit them.

  2. The Department of Workforce Development Bureau of Child Support has now converted from using the tax intercept file to using the lien docket to identify individuals who are delinquent in child support payments. The lien docket at this time is much more lenient in terms of identifying individuals who are delinquent in child support payments. Therefore, it is quite likely that an individual who was coded delinquent may no longer be considered delinquent and a delinquent code may no longer appear. If students currently enrolled at your institution are no longer coded as delinquent, you may now voucher funds for those individuals assuming they meet all other program requirements. Please be aware that currently the Bureau of Child Support is phasing in different levels of delinquency status. This means that a very lenient level is being currently implemented but less lenient levels will be implemented in time. Therefore, a student could potentially be considered not delinquent now (according to current standards) and be eligible for State assistance, yet be considered delinquent at a later point (according to future standards) and not be eligible for State assistance in the future. As always, please contact me if you have questions about this change. Updated procedures speaking to this change will also be sent to you under separate cover.

  3. We are currently in the process of eliminating the paper copies of the check registers and replacing them with electronic versions. We will continue to send the checks as we have in the past. However, the check registers will be sent only electronically in the future. Currently registers are sent to the Office of Student Financial Aid. If you would like copies sent to the Office of the Bursar or the Business Office instead of or in addition to electronic copies sent to the Office of Student Financial Aid, please let Marilyn Gillies or Barb Moermond know. If you have any questions or concerns about this change, please contact Marilyn Gillies or Barb Moermond as soon as possible.

  4. Since it appears that more schools are submitting student file changes directly to the federal processor, as recommended, rather than submitting file maintenance to HEAB; we are now considering a phase out of "File Maintenance Changes" for the academic year 2002-03. Some exceptions would need to be made in cases of "special tuition" file maintenance changes for WTG, for example. There may be other instances where a necessary change could not be made via the federal processor. However, the vast majority of changes can and should be (due to student file volatility) made through the federal processor. If you have concerns about this phase out of accepting most file maintenance changes for 2002-03, please let us know. We will work with you to see what alternative/s could be used to meet your needs. Please note that we will continue to accept file maintenance changes for 2001-02. I have had a couple of responses to date but would like to hear from others if there are any concerns.

Points Related to Processing:


  1. 2001-02 notification lists and associated reports are scheduled to run every Tuesday night.

  2. 2001-02 award commit and spent for WHEG and WTG are as follows:

      UW WHEG Award Commit = 128.70% (last year at this time it was 116.43%)
      UW WHEG Spent = 57.21% (last year at this time it was 56.66%)
      WTC WHEG Award Commit = 172.74% (last year at this time it was 144.52%)
      WTC WHEG Spent = 71.61% (last year at this time it was 70.27%)
      WTG Award Commit = 116.14% (last year at this time it was 122.33%)
      WTG Award Spent = 52.97% (last year at this time it was 56.25%)

  3. The 2001-02 voucher (V) process began August 3, 2001. We will continue to run the 2001-02 vouchering process on Tuesday and Friday nights of each week. Just a reminder that we cannot guarantee that your request can be loaded on the same day it has been received if the information arrives after 12NOON. Please keep in mind that it takes two to three business days after the vouchering process runs before checks are physically printed. So please plan accordingly. Please only voucher funds for students who are registered for coursework. Contact me if you have any questions.

  4. Please remember to submit TIP nomination forms to Sandy Dercole.

Other Points:


  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." On an exception basis we accept student ISIR file data directly from the school in order to establish a student record. This should occur only when extraordinary circumstances occur and needs 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 note that all ISIR records are being loaded before each notification list run and/or voucher run. I encourage you to begin making all changes through the federal processor rather than via file maintenance. You are being encouraged to do this since most recent data received is what will be reflected on a student's record whether it be from file maintenance or the ISIR file. In many cases file maintenance data submitted is overridden by ISIR file data when the ISIR file does not reflect the change included in past file maintenance. To avoid this, please make changes via the ISIR record rather than via file maintenance.

  9. 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).

  10. 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.

  11. 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.

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

  13. The past procedure that was to be followed for students who were delinquent in child support payments stated:

    If a student is no longer delinquent in payments, a letter sent to HEAB from the student's county child support office stating that the student is clear of the specified child support obligations initiated a contact between HEAB and the Department of Workforce Development Bureau of Child Support to determine if the student could be cleared of the eligibility hold for state financial assistance.

    This was the procedure up until recently when HEAB staff had a phone conference with the Bureau of Child Support staff to discuss the possible transition to the use of another type of delinquency list.

    Based on that meeting, HEAB can no longer accept letters from the counties to obtain clearance from the Bureau of Child Support, rather the county has to inform the Bureau of the change in status. The Bureau will then update their lien docket which is what HEAB uses to place holds on student records for state financial aid eligibility purposes. Once the student is released from the Bureau's list, which is sent to HEAB, the financial aid eligibility hold will be released.

  14. 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.

  15. 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. However, the notification list which communicates the student award to you is run every 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.

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

  17. 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.

  18. The next training sessions will be held:

      January 17, 2002

    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.

I appreciate your feedback and thoughts! My phone number is 608.264.6181, FAX: 608.267.2808, EMAIL: jane.hojan-clark@heab.state.wi.us and SNAILMAIL: HEAB, P.O. Box 7885, Madison, WI 53707-7885.


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


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