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The Monthly Memo Archive

The Monthly Memo

August 1, 2001

Dear Colleagues,

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

Points of Interest:

  1. The Joint Finance Committee, Senate, Assembly, and now the Conference Committee 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.
    CONFERENCE COMMITTEE 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. 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.
    6. Requires HEAB to develop a plan for implementing a forgivable loan program for farmers who graduate from UW or WTC.
    7. 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.
    8. Deletes the renaming of the AES Program to the Governor Thompson Scholarship Program.
    9. Deletes funding for HEAB to upgrade Mainframe System.
    10. Prohibits students from receiving State assistance if they have not registered (if required to) with the Selective Service System.

    The budget is now being reviewed by the Governor for vetoes and signature.

  2. 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.

  3. 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 intercept list 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.

Points Related to Processing:

2001-02

  1. 2001-02 notification lists and associated reports are scheduled to run 8/7/01, 8/14/01, 8/21/01, and 8/28/01.

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

      UW WHEG Award Commit = 101.95% (last year at this time it was 89.11%)
      WTC WHEG Award Commit = 110.16% (last year at this time it was 76.07%)
      WTG Award Commit = 105.65% (last year at this time it was 104.62%)

  3. The 2001-02 voucher (V) process will begin August 3, 2001. You may begin sending in voucher requests if you have not already. Please only voucher funds for students who are registered for coursework.

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

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 in the child support column means that the student is delinquent (1 = 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. 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.

  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:

      September 20, 2001

    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

 

STATE OF WISCONSIN
HIGHER EDUCATIONAL AIDS BOARD
2001-2003 BIENNIAL BUDGET

Per the "budget target policy" an increase of zero and one percent over FY01 GPR Program Funding was requested in Version A. However, if funds do become available financial assistance programs administered by the Higher Educational Aids Board (HEAB) for postsecondary education should become a priority as Version B Budget Request indicates.

PROGRAMS 2000-01
BUDGET		 VERSION A
2001-02
BUDGET		 % OF
INCREASE
FROM 00-01		 VERSION A
2002-03
BUDGET		 % OF
INCREASE
FROM 01-02		 VERSION B
2001-02
BUDGET		 % OF
INCREASE
FROM 00-01		 VERSION B
2002-03
BUDGET		 % OF
INCREASE
FROM 01-02		 GOVERNOR'S
2001-02
BUDGET		 % OF
INCREASE
FROM 00-01		 GOVERNOR'S
2002-03
BUDGET		 % OF
INCREASE
FROM 01-02
Tuition Grant (B)
Wisconsin Higher Education Grant-WTC (B)
Wisconsin Higher Education Grant-UW (B)
Talent Incentive Grant (B)
Wisconsin Higher Education Grant-Tribal (B)* 		21,038,600
13,201,900
18,900,300
4,503,800
400,000		 21,038,600
13,201,900
18,900,300
4,503,800
400,000		 0.0
0.0
0.0
0.0
0.0		 21,248,900
13,333,900
19,089,300
4,548,800
404,000		 1.0
1.0
1.0
1.0
1.0		 24,926,800
15,668,004
22,481,700
5,336,200
432,000		 18.5
18.7
18.9
18.5
8.0		 26,920,900
16,921,400
24,280,200
5,763,000
466,600		 8.0
8.0
8.0
8.0
8.0		 21,038,600
13,201,900
18,900,300
4,503,800
400,000		 0.0
0.0
0.0
0.0
0.0		 21,038,600
13,201,900
18,900,300
4,503,800
404,000		 0.0
0.0
0.0
0.0
1.0
Indian Student Assistance (B)*
Minority Undergraduate Grant (B)
Minority Teacher Loan (A)
Dental Education Contract (A)
Academic Excellence Scholarship (S)**
Handicapped Grant (B)		 779,800
693,100
240,000
1,167,000
2,917,000
123,800		 779,800
693,100
240,000
1,167,000
2,917,000
123,800		 0.0
0.0
0.0
0.0
0.0
0.0		 787,600
700,000
242,400
1,178,700
2,917,000
125,000		 1.0
1.0
1.0
1.0
1.0
1.0		 1,559,600
2,231,100
861,000
1,725,000
9,543,500
133,700		 100.0
221.9
258.8
47.8
299.2
8.0		 1,684,400
2,409,600
929,800
1,950,000
9,543,500
144,400		 8.0
8.0
8.0
13.0
0.0
8.0		 779,800
693,100
240,000
1,167,000
2,979,000
123,800		 0.0
0.0
0.0
0.0
2.0
0.0		 787,600
693,100
240,000
1,167,000
3,041,000
123,800		 1.0
0.0
0.0
0.0
2.0
0.0
Teacher Education Loan (A)***
Loan for Teachers of the Visually Impaired (B)****
MN-WI Reciprocity (S)		 250,000
100,000
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0		 252,500
101,000
0.0		 1.0
1.0
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0
TOTAL 64,315,300 64,315,300 0.0 64,929,100 1.0 85,248,604 32.5 91,363,800 7.2 64,377,300 0.0 64,451,100 0.0

THIS APPLIES TO VERSION A AND VERSION B REQUESTS

Note: In order to fund needy students to the statutory program maximum, the programs listed below would need to increase by the following amounts in each 2001-02 and 2002-03 fiscal years. This is in addition to the amounts indicated in Version B.
PROGRAM 2001-02 2002-03
Wisconsin Higher Education Grant-WTC 14,786,128 14,786,128
Wisconsin Higher Education Grant-UW 11,151,177 11,151,177
Talent Incentive Grant 2,657,242 2,657,242

* Funded through gaming funds rather than GPR.
** Also includes $62,000 each fiscal year due to statutory change ss 39.41 (dm) (em). (Governor's Version includes a fund increase to reflect a reestimate of the amount required to fully fund the program in the 2001-03 biennium.)
*** MTEC annual tuition has not increased over the three years this program has been in existence.
**** Program was recently established in 2000-01.

A = Annual appropriation
B = Biennial appropriation
S = Sum Sufficient appropriation

PROGRAMS 2000-01
BUDGET		 JOINT FINANCE
COMMITTEE
2001-02
BUDGET		 % OF
INCREASE
FROM 00-01		 JOINT FINANCE
COMMITTEE
2002-03
BUDGET		 % OF
INCREASE
FROM 01-02		 SENATE
2001-02
BUDGET		 % OF
INCREASE
FROM 00-01		 SENATE
2002-03
BUDGET		 % OF
INCREASE
FROM 01-02		 ASSEMBLY
2001-02
BUDGET		 % OF
INCREASE
FROM 00-01		 ASSEMBLY
2002-03
BUDGET		 % OF
INCREASE
FROM 01-02
Tuition Grant
Wisconsin Higher Education Grant-WTC
Wisconsin Higher Education Grant-UW
Talent Incentive Grant
Wisconsin Higher Education Grant-Tribal 		21,038,600
13,201,900
18,900,300
4,503,800
400,000		 21,038,600
13,201,900
18,900,300
4,503,800
400,000		 0.0
0.0
0.0
0.0
0.0		 21,038,600
13,201,900
18,900,300
4,503,800
404,000		 0.0
0.0
0.0
0.0
1.0		 21,669,800
13,796,000
20,223,300
4,503,800
400,000		 3.0
4.5
7.0
0.0
0.0		 22,319,900
14,416,900
21,638,900
4,503,800
404,000		 3.0
4.5
7.0
0.0
1.0		 21,459,400
13,465,900
19,278,300
4,503,800
400,000		 2.0
2.0
2.0
0.0
0.0		 21,888,600
13,735,200
19,663,900
4,503,800
404,000		 2.0
2.0
2.0
0.0
1.0
Indian Student Assistance
Minority Undergraduate Grant
Minority Teacher Loan
Dental Education Contract
Academic Excellence Scholarship*
Handicapped Grant		 779,800
693,100
240,000
1,167,000
2,917,000
123,800		 779,800
693,100
240,000
1,342,100
2,979,000
123,800		 0.0
0.0
0.0
15.0
2.0
0.0		 787,600
693,100
240,000
1,692,200
3,041,000
123,800		 1.0
0.0
0.0
26.0
2.0
0.0		 779,800 748,500 259,200 1,342,100 2,979,000 123,800 0.0
8.0
8.0
15.0
2.0
0.0		 787,600
808,400
279,900
1,692,200
3,041,000
123,800		 1.0
8.0
8.0
26.0
2.0
0.0		 779,800
693,100
240,000
1,342,100
2,979,000
123,800		 0.0
0.0
0.0
15.0
2.0
0.0		 787,600
693,100
240,000
1,692,200
3,041,000
123,800		 1.0
0.0
0.0
26.0
2.0
0.0
Teacher Education Loan
Loan for Teachers of the Visually Impaired
MN-WI Reciprocity		 250,000
100,000
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0		 275,000
100,000
0.0		 10.0
0.0
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0		 275,000
100,000
0.0		 10.0
0.0
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0		 275,000
100,000
0.0		 10.0
0.0
0.0
Nursing Student Stipend Loan Program
New Nursing Student Loan Program		 0.0
0.0		 0
0		 0.0
0.0		 0
0		 0.0
0.0		 0
0		 0.0
0.0		 25,000
450,000		 100.0
100.0		 0
0		 0.0
0.0		 0
450,000		 0.0
100.0
TOTAL 64,315,300 64,552,400   65,001,300   67,175,300   70,866,400   65,615,200   67,598,200  

* Fund increased to reflect a reestimate of the amount required to fully fund the program in the 2001-03 biennium.

PROGRAMS 2000-01
BUDGET		 CONFERENCE
COMMITTEE
2001-02
BUDGET		 % OF
INCREASE
FROM 00-01		 CONFERENCE
COMMITTEE
2002-03
BUDGET		 % OF
INCREASE
FROM 01-02
Tuition Grant
Wisconsin Higher Education Grant-WTC
Wisconsin Higher Education Grant-UW
Talent Incentive Grant
Wisconsin Higher Education Grant-Tribal 		21,038,600
13,201,900
18,900,300
4,503,800
400,000		 21,564,600
13,631,000
19,750,800
4,503,800
400,000		 2.5
3.25
4.5
0.0
0.0		 22,103,700
14,074,000
20,639,600
4,503,800
404,000		 2.5
3.25
4.5
0.0
1.0
Indian Student Assistance
Minority Undergraduate Grant
Minority Teacher Loan
Dental Education Contract
Academic Excellence Scholarship*
Handicapped Grant		 779,800
693,100
240,000
1,167,000
2,917,000
123,800		 779,800
724,300
250,800
1,342,100
2,979,000
123,800		 0.0
4.5
4.5
15.0
1.0
0.0		 787,600
756,900
262,100
1,692,200
3,041,000
123,800		 1.0
4.5
4.5
26.0
2.0
0.0
Teacher Education Loan
Loan for Teachers of the Visually Impaired
MN-WI Reciprocity		 250,000
100,000
0.0		 250,000
100,000
0.0		 0.0
0.0
0.0		 275,000
100,000
0.0		 10.0
0.0
0.0
Nursing Student Stipend Loan Program
New Nursing Student Loan Program		 0.0
0.0		 0
0		 0.0
0.0		 0
450,000		 0.0
100.0
TOTAL 64,315,300 66,400,000 0.00 69,213,700 0.0

* Fund increased to reflect a reestimate of the amount required to fully fund the program in the 2001-03 biennium.

 

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