October 1999 Board Report February 2000 Board Report Board Reports Index
Board Members Present: Mike Clumpner, Sandy Dercole, Jeremy Shea, Sister Mary Beth
Kornely, Gerard Randall, Mary Jo Green
HEAB Staff Present: Jane Hojan-Clark, Mary Lou Kuzdas, Sandra Thomas, John Whitt, Jim
Buske, Alice Winters
Other Present: Tom Flaschberger, Margaret Zitzer, Shelly Gardner, Andrew Richards,
Katharine Hildebrand, Julie Schaefer, Rolf Wegenke, Mary Roggeman, Agnes Fleming, Dana Gretz
The meeting was called to order at 9:07 a.m. by Mike Clumpner, Chair.
A public hearing was held on the revised rules being proposed for the Minority Teachers Loan
Program prior to the Board meeting. Jane Hojan-Clark, Executive Director reviewed the need for the
Emergency Rules. Under the current HEAB administered program, students must be enrolled full time
and show financial need to participate. Students who did not enroll full time and did not show
financial need were allowed to participate in the program in the past when the University of
Wisconsin System Administration governed the program. Under the current HEAB administered program,
they are not eligible. Unless the Board changes its rules, many participating students will lose
their eligibility in the program. This would cause a hardship to those students who relied on the
interpretation of the prior system administration. This emergency rule expands the eligibility rule.
The emergency rules went into effect on August 6, 1999 for 150 days ending January 2, 2000 and can
request an additional 120 days if needed. Staff is currently pursing a permanent change.
The Chairman announced the lack of a quorum and offered the public hearing participants an
opportunity to request to "represent" their case at another occasion when a quorum is present but it
must be requested in writing.
Dr. Martin Habermann, UW Milwaukee Professor provided testimony. The UW Milwaukee has been
running the program for 10 years. College graduates work as paraprofessionals and aids in the
Milwaukee school systems to prepare minority teachers for Milwaukee schools and earn $12,000/year.
Requirements are that the person have one year of service in the Milwaukee Public School Systems and
be a college graduate. This is a very special group of students - 71% African American with intern
programs that earn $27,500 per year. The Aids are part-time staff trained on the job. This provides
a very successful model for other large cities. Milwaukee Public School hired 800 but need 1000 and
18% of them were African American. Board reports are located in the board packet.
Mary E. Roggeman, UW Milwaukee Director of Financial Aid, provided testimony. A handout was also
prepared in support of the proposed changes regarding the eligibility criteria for participation in
the Minority Teacher Loan Program. The program has been very successful. It has been a good
recruiting tool in minority education to reduce unsubsidized loans. UW Milwaukee has been a strong
component in developing access to minority populations in urban areas.
Chairman Clumpner closed the public hearing session at 9:34 A.M.
The agenda moved to introductions and consideration of board reports provided by Jane Hojan-Clark.
#00-1 Finding of Emergency for the Minority Teacher Loan Program
- Information from the public hearing was summarized.
#00-2 Student Aid Expenditures, 1999-2000. A statistical
analysis of the current programs was reviewed.
HANDICAPPED STUDENT GRANT- Expenditures decreased slightly in 1998-99 compared to 1997-98. The
majority of the funds continue to be utilized by students attending technical colleges throughout
the state.
INDEPENDENT STUDENT GRANT - No longer awarding new funds. Must still collect and forgive
outstanding loans.
INDIAN STUDENT GRANT - The total dollars expended in 1998-99 decreased from 1997-98 by less than
one percent. The number of recipients increased by more than 7%. Prior to 1995-96, the maximum grant
was $2200. The drop to $1100 may need to increase next biennium.
MINORITY RETENTION GRANT - Awards are based on financial need with a maximum grant of $2500 per
year for up to eight semesters or twelve quarters. The University of Wisconsin System has a similar
program for students attending those institutions.
MINORITY TEACHER LOAN - Funding increased actually doubled from 1997-98 the participants
increased by more than 98%
NURSING STUDENTS STIPEND LOAN - Still monitoring and collecting. Not awarding new dollars.
PAUL DOUGLAS SCHOLARSHIP - Of the 213 students receiving funding under the program, more than 50%
have been forgiven or are in the forgiveness status.
TALENT INCENTIVE PROGRAM GRANT - Upper class students are eligible for up to $1,175 per year if
enrolled consecutive terms and continue to show financial need. The dependent students utilized the
majority of the funds.
TEACHER EDUCATION LOAN PROGRAM - Just getting into repayment on this program. Milwaukee Teacher
Education Center enrollees.
WISCONSIN HIGHER EDUCATION GRANT - The average award for a student attending a University of
Wisconsin in 1997-98 was $836. In 1998-99, the average award increased to $951. The average award
for a student attending a Wisconsin Technical College in 1997-98 was $740. In 1998-99, the average
award increased to $758. Dependent students attending an UW institution in 1998-99 expended the
majority of the funds available. The average award was $999. Independent students with families
attending a WI Technical College in 1998-99 expended the majority of the funds available just to
over 60% while their average award was $778 compared to the $872 average award that dependent
students received and the $647 average award received by single independent students.
WISCONSIN TUITION GRANT - The number of recipients decreased just 4%. Majority of the funds in
1998-99 were expended by the dependent students over 74%. Single independent students expended over
15% and independent students with families over 11%. Statistical data was summarized showing how
funds were spent, number of grants, average dollar amounts by which college, etc.
#00-3 Academic Excellence Scholarship Survey - The information
was gathered through surveys and from discussions. The tables are broken down by class levels and by
the total number of scholars. This is so the users can be identified. For example: UW Madison has
the top number of scholars and amount of money spent. This also can tell how students need financial
aid.
The number of students using Wisconsin grants from 1999 compared to 1995 has risen. This shows
that more high school graduates want to stay in Wisconsin to attend school. Students say that the
amount of financial aid they can receive affects their decision to stay in Wisconsin.
#00-4 Minnesota/Wisconsin Reciprocity - Tuition differences are
expanding. They are allowing more flexibility in tuition costs. This should be looked into further.
Members met with Minnesota to discuss tuition costs for the University of Minnesota.
APPROVAL OF BOARD MINUTES
Chairman Clumpner announced there is a quorum. A motion was made by Jeremy Shea and second by Sr.
Mary Beth Kornely to approve the Board minutes from February 26, 1999 with the correction of
spelling of Catharine Lyall's name. Approved.
REPORT OF EXECUTIVE SECRETARY
Jane Hojan-Clark reviewed personnel changes. Jim Buske was introduced. Lowell Mayes has decided
to retire and Sherry Nelson (the Human Resources Officer) has taken his place. She is doing both
positions until her position is filled. An update was provided on statutory changes. A new
grant/loan program may be available for teachers of visually impaired students. Childcare providers
may also have loan assistance once they have finished their program. The 1997-1999 Biennial Report
was distributed. This summary report is to be submitted once every 2 years. It will contain analysis
of agency's reports for 1997-1999. Jane distributed the NASSGAP Annual Summary Report and a one-page
summary as appeared in the Chronicle of Higher Education. Wisconsin continues to hold it's own in
the State rankings of State aid provided. A schedule was distributed for the statewide High School
Counselor's Workshops being organized with WASFAA again this year. This is an annual event and is
very well received by the High Schools in an effort to update them on Financial Aid resources and
process for the next year.
#00-5 Status of 1999-2000 Applicants and Programs
There are 59 fewer awards and 2% less committed than at this time last year.
UW-WHEG SYSTEM
Committed dollars are quite a bit lower than this time last year. After analyzing this, we
realized that applicant numbers are up but that family contributions are also up. Adjusted gross
income figures in some groups are higher.
WISCONSIN TUITION GRANT
Running behind from last year. Keep in mind that schools are "cleaning up" eliminating students
who are not at least half time, not enrolled for Spring, not in degree programs, etc. Because of the
maximum of 122% overcommit, schools are making an effort to eliminate those not eligible. Last year,
there were students on a waiting list who were never pulled off, so we are actually doing fine this
year. We believe some schools are behind because of computer software conversions going on
throughout the state and also holding off until the budget was passed. The vouchering process,
however, seems to be going well with a quick turnaround time getting dollars to the students.
#00-6 1999-2000 WHEG and WTG Program Formulas
With additional dollars appropriated by the newly signed budget and with what is currently
unspent, the WTC WHEG could, potentially, be ahead approximately $680,000 with an additional
$705,000. Jane recommended leaving formula as is. If leftover, we could carry it forward being that
we are in the first year of the biennial period. The recommendation would be to utilize current
formula (3rd column-left). A motion was made by Mary Jo Green and seconded by Jeremy Shea to adopt
the current formula with the intent to move to the new single formula for 2000-2001. Roll call vote
passed unanimously 6-0.
UW SYSTEM WHEG
The UW WHEG program was awarded a 9.6% increase. Applicant numbers are up, but commits are down.
We found that EFCs are up, AGI's are up in certain pockets of students. One pocket being dependent
in the $0-$15,000 AGI range, their average income went up, thus EFCs are up. With additional 9.6%
increase and with what is unspent, we arrived with Simulation #1 leaving dependent formula alone and
increasing the maximum for independent students from $1270 to $1480. Jane recommended using this for
1999-2000. A motion was made by Gerard Randall and seconded by Mary Jo Green to adopt Simulation #1
for 1999-2000 with the intent of moving to one single formula for 2000-2001. Discussion occurred
regarding collapsing the UW WHEG formula into one formula for dependent and independent students.
The plan is to make the change in 2000-2001 rather than 1999-2000. Some preliminary simulations have
already been set up and will be looked at when planning begins. The theory is to bring the
independent maximum closer to the dependent maximum making the transition a little easier. Roll call
vote passed unanimously 6-0.
WISCONSIN TUITION GRANT
There are various components that need to be considered when looking at the formula for the
Wisconsin Tuition Grant. In 1998-99, there was approximately $300,000 that was carried back to cover
1997-98. In October 1998, W codes were put on for students on the waiting list; this also included
Tribal colleges. In terms of the overaward commit it would change 6.2% if we didn't have a W code.
Recommend adjusting 1999-2000 to reflect Simulation 1. Also change influence factors back to last
year. A motion was made by Sr. Mary Beth Kornely and second by Gerard Randall to accept the
recommendation adjustment for 1999-2000. The roll call vote was passed 6-0.
TRIBAL COLLEGE WHEG PROGRAM
Simulation one shows the result of 9134. Simulation two shows the result of equity level is
closer to dependent awarding. There would also be a $4000 limit. This figure is based on last year's
spending. This shows the 483,722 will come closer after they are cleaned up. It is recommended that
Tribal College WHEG Program use the Simulation two. This should be implemented in the year
1999-2000. Using the WTG formula, tribal tuition is higher than $3750 in Madison. A motion was made
by Jeremy Shea and second by Gerard Randall that the Tribal College WHEG Program adopt simulation
two. The roll call vote was passed unanimously 6-0.
BIENNIAL BUDGET PROCESS
Governor's Veto Power was exercised. UW WHEG received a 9.6% increase the first year; the second
year 0% increase in support of a tuition freeze. WTCS WHEG received 6% each year. The WTG and TIP
increases were 7% from the first year and 7% from the second year. Overall, HEAB Programs
experienced a substantial increase of funds to the programs.
FEDERAL UPDATE
Jane reviewed the current status of the federal budget. The year started October 1, 1999. A
continuing resolution was passed to expire tonight, October 28.
PRESENTATION BY LAC COURTE OREILLES OJIBWA COMMUNITY COLLEGE
Tom Flashberger, Agnes Fleming and Dana Gretz from the Lac Courte Oreilles Community College
presented slides and a fact sheet explaining the Community College, its mission and population. The
school does not just serve tribal students; 30% are non-Indian students; students that cannot go to
other technical colleges because of the location. Many of the students do not have transportation.
The school is located in Sawyer County area; a popular tourist area of Wisconsin. The closest higher
education facility is more than one hour a way. Tribal colleges graduate more native Americans than
any technical college and university in the state combined. The College has 12 associate degrees and
8 certificate programs. All students have the option to learn more about the Native American
culture. Introduction to tribal cultures is a general education requirement. Reduced juvenile crime
rates because of after school extra-curricular activities. The school is financially stable; they
owe nothing.
ELECTION OF BOARD OFFICERS
There currently are three vacant spots that have not been appointed yet. Chairman Clumpner
recommended delaying election of officers until next meeting.
NEW BUSINESS
Approaches in addressing issue of "brain drain". This may need to be an agenda item.
Sister Mary Beth Kornley had some concerns about the turnaround time of HEAB when there are
changes to the EFC through EDE corrections. Jane indicated that records are built by student rather
than by school. They will continue to look at what the agency does with the data. Jane suggested
that schools continue to make the changes to HEAB and to the federal processor. The federal
processor can override what HEAB changes manually, so it is important to make the change at both
places. Jane will address in monthly memo.
NEXT MEETING DATE
The next meeting is scheduled for Friday, February 25 and, if needed, Friday, April 28. Everyone
should submit e-mail addresses to Jane if they have them for easier means of communication.
There was a motion made by Jeremy Shea and a second by Gerard Randall to adjourn. Approved.
Meeting adjourned at 11:48 a.m.
Mary Jo Green
ACADEMIC EXCELLENCE SCHOLARSHIP - The scholarship is applied to the student's tuition, in the amount
of $2250 per year, for up to four years.
WTC-WHEG SYSTEM
WTCS WHEG
Secretary
October 1999 Board Report
February 2000 Board Report
Board Reports Index
HEAB Main Page
Contacting HEAB
Financial Aid Programs
Financial Aid Application Information
Frequently Asked Questions
Links
Information for Financial Aid Administrators
Site Map
 |
© Copyright 2000 by the Higher Educational Aids Board HEAB E-Mail: HEABmail@wisconsin.gov State of Wisconsin E-Government Privacy Notice |