February 2000 Board Report April 2000 Board Report Board Reports Index
Board Members Present: Mike Clumpner, Jeremy Shea, Sister Mary Beth Kornely, Julie
Schaefer, Steve Van Ess, Kurt Hinrichsen, Mary Jo Green, Marques Franklin, Paul Spraggins.
HEAB Staff Present: Sandra Thomas, Jim Buske, John Whitt, Jane Hojan-Clark, Mary Lou
Kuzdas.
Others Present: Jesus Garza, WTCS Staff; Shelly Gardner, WTCS Staff; David Dies, WAICU:
Kristen Hendrickson, UW System Administration; Andy Richards, UW System Administration; David Smith,
Edgewood College; George Biren, Edgewood College; Darcy Demaske, UW Colleges; William Nickolai,
Gateway Technical College; Mary Roggeman, UW-Milwaukee; Sharon Wilhelm, UW System Administration;
Erin Kalinosky, State Budget Office (DOA) Margaret Zitzer, Marquette University.
The meeting was called to order at 9:08 a.m.by Mike Clumpner, Chair.
APPROVAL OF BOARD MINUTES Motion was made by Steve Van Ess to approve the minutes as corrected and seconded by Jeremy Shea. Approved.
ELECTION OF BOARD OFFICERS REPORT OF EXECUTIVE SECRETARY
Jane Hojan-Clark reviewed personnel changes. The Office Manager position is still being sought. They
hope to have it filled by April. The Clerical Assistant position has been filled, and the person
will be starting on March 13. There is a 13.10 session that the Joint Finance Committee will be
holding in March to discuss requesting additional funds for the 0.86 SEG position that was in the
biennial budget. Looking to convert that from SEG to GPR funding.
The Y2K conversion went very well. We are working on the FAFSA information for 2000-2001. We have
been drawing down 2000-2001 information and are hoping to start processing in April. The Minority
Teacher Loan Program has had administrative rule changes. Emergency rules are in effect until April
1, 2000 at which time the permanent rule will take force. There is also a new bill that, if passed,
will establish a program for students who earned an International Baccalaureate Diploma in high
school. These students would receive $250 from the Higher Educational Grant and also $250 from the
school that they decided to attend. There are also a couple of bills that extend the FS program and
expand EdVest to allow investments to be more aggressive. There is a proposed requirement to not
consider EdVest for state aid eligibility. There is a bill that would require students who apply for
state aid to also apply for Selective Service similar to the federal rule.
The HEAB Policy and Procedure manual is almost complete. Steve Van Ess commended the staff on the
fine job they have done putting together the Policy and Procedure Manual. Chair Clumpner recognized
the Board's knowledge of financial aid operations and Jane's background as assets to this policy
making board. The purpose is to aid students not the institutions. There are two goals: (1) to
remove financial barriers to students and (2) to support educational diversity.
BOARD REPORT #00-07 1998-1999 MINNESOTA-WISCONSIN RECIPROCITY PROGRAM DATA BOARD REPORT #00-08 WHEAL PROGRAM STATUS AND AUDIT REPORT FOR FISCAL YEAR 1999 BOARD REPORT #00-09 WISCONSIN STATE STUDENT FINANCIAL AID DATA FOR 1998-99 BOARD REPORT #00-10 STATUS OF 1999-00 APPLICANTS AND PROGRAMS WHEG-UW has committed 132.05% of its appropriation with 21,429 awards. This is 992 fewer awards
and 1.4% more committed than at this time last year. Even with a change in the formula, WHEG-UW
experienced fewer students eligible. EFC was also higher for dependent students.
The WHEG-Tribal program is new, so there are no comparisons for last year.
WTG has committed 110.65% of its appropriation with 10,170 awards. This is 574 more awards and
2.82 less committed than at this time last year. Each year, schools have been getting better with
more accurate reporting of WTG. The formula was changed to commit more.
The number of applicants for 1999-00 for State programs is at 170,000 applicants (as of Feb. 25,
2000). The amount of voucher
A few minor corrections were made:
There are currently three vacant spots that have not been appointed yet. Chair Clumpner recommended
delaying election of officers until next meeting.
For 1998-1999 a liability payment was made to WI from MN due to agreement changes. The number of MN
students compared to WI students increased by 500 in 1998-99. The WI liability percentage changed.
Van Ess questioned whether the GAP charge for WI residents attending UM Twin Cities affected the
number of students going to the Twin Cities?" Jane indicated that there seems to be no effect at
this time. Jeremy asked if Staff is pursuing agreements with other states? Chair Clumpner said Staff
has been reviewing options for future years.
Reviewed current status. 108 borrowers still in repayment; 7 of the 108 have defaulted. Audit
report, if available, will be discussed at the next meeting.
Jim Buske discussed a series of exhibits for need-based and non-need based aid. The data shows a
shift from need-based aid and an increase in non-need based aid. Exhibit F shows the historical
shift from grant to loan base to help students. There was a 2.6 % decrease in the total need-based
aid. The average expected family contribution rose to 13.3% from the prior year, as did the cost of
education (3.6%). Need-based assistance - in independent colleges and universities, the number of
recipients increased by 1.4%. Non need-based assistance - all sectors combined and in each
individual sector, there has been a substantial increase: 34% in the number of awards and 26% in the
total dollars. Staff has been working with each Sector to continue to perfect the data that these
reports are based on.
Jane highlighted the current status of the largest programs: WHEG and WTG. WHEG-WTC made no change
in formula from 1998-99. WHEG-WTC has committed 152.72% of its appropriation with 20,909 awards.
This is 119 fewer awards and 11.43% less committed than at this time last year. WHEG-WTC has
experienced an increase in dollars for 1999-00.