
The Monthly Memo
September 2007
THIS MONTH
NOTIFICATION LIST AND VOUCHER DATES
REFUNDS IN DOLLAR AMOUNTS - NO CENTS
POLICIES AND PROCEDURES
NEW DELIMITED FILES IN THE WORKS
REPORT FILE TO BE ELIMINATED
GRANTS UPDATES - COMMITTED AND SPENT
HS COUNSELOR WORKSHOP DATES/LOCATIONS
WISCONSIN BIENNIAL BUDGET UPDATE
NOTIFICATION LIST
| Distributed Wednesday afternoons: | September 5, 12, 19, 26 October 3, 10, 17, 24, 31 |
VOUCHER PROCESSING
Vouchers are processed on Tuesdays and Fridays for files uploaded by noon.
AES LIST
| Wednesday afternoon: | August 15 and 29 October 17 |
Please look for the schedule online at: http://www.heab.wi.gov/finaid.html
REFUNDS IN DOLLAR AMOUNTS - NO CENTS
Please send refund amounts in whole dollars only; if the refund amount does have cents
please use standard rounding: up for anything 50 cents and over, down for anything below 50 cents.
HOWEVER, do not refund more than the disbursed amount.
POLICIES AND PROCEDURES
The on-line Policies & Procedures Manual has not yet been updated to
include changes relating to the systems rewrite. Current information about 2007-08 processing is on
our "Information for Financial Aid Administrators" page
(http://heab.wisconsin.gov/finaid.html). Scroll down past the Processing Schedule to the
"2007-08 Information" section.
NEW DELIMITED FILES IN THE WORKS We will be testing and working with you on these lists in September.
ALL FILES YOU CURRENTLY RECEIVE WILL BE PRODUCED THROUGHOUT THE COMPLETE 2007-08 YEAR!!
Our new system provides much more information than our old system. We will be writing new
notification lists that have one line per student and give more complete and accurate information.
REPORT FILE TO BE ELIMINATED IN 2008-09 - A YEAR FROM NOW
We will no longer produce and distribute the report file (RPT###...) once 2007-08 processing is
complete (a year from July). The delimited notification file contains more complete and accurate
information, and this list can be configured by your offices to display whatever you feel is
necessary.
GRANTS UPDATES - COMMITTED AND SPENT
TUITION GRANT "W" CODES HAVE BEEN APPLIED EFFECTIVE MAY 22nd.
| Current | This Time Last Year |
|
| TUITION GRANT (09/11/07) Committed Spent |
112.21% 26.46% |
113.89% 15.70 |
| WHEG-Tribal (09/11/07) Committed |
154.19% |
135.06% |
| WHEG-UW Committed Spent |
(W codes were applied June 27, 2007) | |
| 125.32% 35.17% |
125.38% 38.35% |
|
| WHEG-WTC Committed Spent |
156.97% 32.19% |
153.13% 34.16% |
| TIP GRANT Committed Spent |
109.92% 23.69% |
109.04% 29.56% |
HS COUNSELOR WORKSHOP DATES AND LOCATIONS
| Friday, October 12 * On-Line * UW-Fond du Lac * MATC- Milwaukee North - Mequon Monday, October 15 Tuesday, October 16 |
Friday, October 19 * Gateway Technical College - Kenosha * Herzing College - Madison * Viterbo - LaCrosse * Waukesha County Technical College - Waukesha Monday, October 22 On-line sessions require internet access from a PC and a telephone. If you select an on-line/internet session, materials will be sent to you. |
UPCOMING EVENTS
Scheduled HEAB Board Meetings: November 2, 2007
Next HEAB Training Date: September 20
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. 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.
Goals of State Aid; Eligibility for State Aid; The Notification List; The Voucher
Process; Return of State Funds; Submitting and Receiving Data to/from HEAB; Overviews of
the Individual HEAB Programs
WISCONSIN BIENNIAL BUDGET UPDATE
Please contact me by phone at (608) 264-6181 or by email at
connie.hutchison@heab.state.wi.us if you have
any suggestions, questions or concerns.
Connie Hutchison
There have been no changes since the monthly memo in August.
Executive Secretary
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