FARR Meeting
Sacramento CCCCO
July 22, 2013
Notes by Rita Grogan
Name / P / A / Name / P / ABarton, Connie / X / Lira, Ken (Art Lopez, VVC) / X
Bilbruck, Tom / X / Morrison, Regina / X
Burton, Adrienne / X / Rankin, Calvin / X
Carrington, Margie / X / Robinson, Anafe (Kim Miles) / X
Darcangelo, Robin / X / Sanchez, Greg / X
Fikse, Peggy / X / Schreibman, Andi / X
Grogan, Rita / X / Schroeder, Dennis / X
Heinemann, Brian / X / Westby, Kim / X
Linzmeyer, Kathy / X / Williams, Linda / X
Bonnel, Tim (CCCCO) / X / Ryan, Greg (Newsletter) / X
Dickason, Bryan (CSAC) / X / Naylor, Thalassa (CLFE liaison) / X
Mohr, Rhonda (CCCCO) / X / Georgina Guy (EOPS Liaison) / X
Ruys, Jasmine (CACCRAO) / X / Shelby Sward, Student / X
Guests & Others Present: John Pierson (Parker Pierson & Associates), Terence Gardner (CCCCO-SFA); Sara Tyson, Dean/CCCCO
Meeting Started: Tim Bonnel
Time: 8:40am
Introductions
System-Wide Default Prevention Services using the 2% Budget: Rhonda Mohr
Because of the increase in 2% funds, monies are available for financial literacy programs. Rhonda met with many vendors. She realized that some schools who are around the 30% CDR may need services above and beyond what other schools might need. Rhonda met with John Pierson (Parker, Pierson & Associates – consultants) to discuss some plans for financial literacy on campuses.
PPT presentation – CCC Default Prevention Initiative: John Pierson
Handout of Presentation – digital version available
· Assurances were given that the consulting services would not add work to our staff – rather, they will be running NSLDS data to perform risk analysis
· College-specific data will be available to provide analysis to determine which vendor, if any, might be appropriate based on the individual colleges/district needs
· Financial literacy services potentially offered through CCCCO
· System level analysis of data to review policies/procedures that may be inadvertently providing a negative impact to student borrowers and/or colleges
· Evidence-based default prevention
· Model plan for default management
o Certifying loan eligibility
CalWorks Work Study: Sara Tyson
· 24 months welfare-to-work plan
· Department of Social Services advocating to the counties that education is a viable choice for those 24 months for their population
· Some colleges won’t allow their Cal Works work study programs to place students off campus.
· Some college programs won’t place students on-campus because of the matching requirement
· The Cal Works work study available dollars are not available until late in the year? Guidance is needed to help coordinators know how to manage their fund sources.
· Lack of collaboration with FA offices.
· Difficult for them to project the use of their work study
Student Success Initiative – SB1456 – Fee Waiver Proposed Draft Regulations - Status: Rhonda Mohr
· Enrollment Priority Regulations passed
· District must implement by Fall 2014
o Cal Works – Tier One
o AB595 – in progress to move EOPS & DSPS to Tier One; amended to place a sunset date of 01/01/2017. Effective January 1, 2014 with no operative date so, since most Spring 2014 registrations already set, would be effective for priority registration assignments for Summer Fall 2014.
§ Intent of the legislature must comply with student success & support provisions
o Veterans wording state students must meet constraints of student success & support provisions
o Foster Youth not needed to meet provisions
§ Unless AB595 passes that places constraints on all Tier One groups
· SB1456 – set of regulations that require new students as of Fall 2015 to have orientation, assessment, counseling, advising or other education planning and follow-up services.
· BOG FEE WAIVER CHANGES – 58621 “Loss of Eligibility”
o (a)….student’s responsibility to register….provides consistency irrespective of individual college’s process structures
§ Concern expressed that, based on the student’s registration priority date given, a student who has low priority may lose BOG eligibility based on timing of their date of registration
§ Once academic/progress probation status known, anyone trying to register for the first time with a probation status after that status is known date, the student would lose BOG.
· (b) definition of primary terms and consecutive in nature
o sitting out one primary term doesn’t eliminate the status; however TWO primary terms, or more, will
· Student was unable to obtain “essential” campus support services.
o Essential defined as those mandated from the Student Success Initiative
o Access to services: Students must use the services
· Limit on appeals?
o Reasonable?
2013-14 BFAP-SFAA Advance Allocations: Tim Bonnel
· Digital file
· $5000 outreach holdback reflected on lists
· Lost $1.7M in 2% and $1.7M in base funding (10.25% cut on both programs)
o Workload basis – 13/14 budget used 11/12 data which included zero BOG problem; assumed 12/13 was down; etc.
o 12/13 actuals, if higher, will re-establish the calculations
· Zero BOG – took care of half the problem in the 12/13 year allocations
o The 11/12 “bills” are forthcoming for the zero bog overages
· Not released the penalty fundings
2013-14 Budget: Tim Bonnel
2013-14 Fee Waiver Proposed Changes
· One change made
o Section 76305 – The BOG, before Jan 1 2014, shall establish alternative methods to determine a student’s independent status that are less restrictive than those used in other state and federal financial aid programs. These methods may include documentation that includes a federal or state tax return.
§ Will there be a different BOG form?
§ Latitude for BOG to set the implementation date
§ Financial Independence – not claimed by anyone else
· Documentation of such with a tax return
· Jasmine points out that Students Attendance Accounting Manual (SAAM) says $500 or more received from anyone makes someone dependent for A&R purposes
o A&R would like something similar to BOG
· What about students who did not file a tax return?
o Any discretion(PJ?) for these students?
§ Work Group
· Linda Williams
· Kim Myles
· Margie Carrington
· Regina Morrison
· Jasmine/CACCRAO
2013-14 Proposed Legislative Updates – Status: Tim Bonnel
· Most are still on the senate side
· Some have not cleared fiscal
o Gomez: priority enrollment for EOPS/DSPS & subject to Student Success Act
o Williams Bill – suspended: pilot program requiring the FAFSA
o 955 – Intersession extension bill – creating “extension” programs is in suspense
o Frazier bill on debit cards – failed & then reconsidered
§ Banking & Finance – failed
§ Going to appropriations after amendment
o Weber + re: Cal Grants – still in fiscal
o 1364 Ting – Access Grants – still in policy
o Korea Bill – giving deported parents’ children …something…
o Tax Credits – going to revenue & taxation
o SB595 – FA disbursement bill – disclosures
o Handful of Cal Grant bills – pertinent to private colleges/universities
COTOP Training – Tim Bonnel
· Mid-August
CCCSFAAA Fall Trainings
· October 14-18
Foster Youth Update
· Regional Reps meeting two months ago
· August 7th – Chaffee work group in the afternoon
o 1-4pm
o Would like a couple of participants – contact Tim if you want to attend
· Foundation
o Prepared a grant application
o Seeking funding for the next two years
§ Staff person to focus on Foster Youth
I Can Afford College Update – Lindsay
· Web site re-design
o launch is set for the end of this year
· Additional new radio & TV ads; moving away from the raps
Veteran’s Services – David Lawrence
· December 5 & 6 (Thursday & Friday)
· Keynote Speaker: Dawn Halfaker of Halfaker & Associates
o Transition from amputee
· Set of Scenarios that veteran’s experience day-to-day on campus
o What can go wrong/what can go right.
o Role playing
· Veteran’s Summit home page on chancellor’s web site
· Proposal of Sessions
o Large & diverse
· GungHo Project
o Cohesively working together as a unit
o Incorporate a better transition from military to civilian
o Start outreaching to community colleges in California
§ Bridge the gap between military to civilian life
o Applied for a small grant to get a web site up and running
§ Face-to-Face chat feature
Summer Pell & ISIRs – valid thru September 27 or if received by last date of student enrollment – Rhonda Mohr
· A school had a June 30th deadline for processing ISIRs for the current year. Rhonda wants all to go back and tell our colleagues that a valid ISIR is ok to process (must process) through September 27 or by the last date of student enrollment, whichever comes first
Gainful Employment Update – Rhonda Mohr
· Per Linda Williams, GE may go away soon.
DEAR COLLEAGUE Review – Tim Bonnel
· Gen 13-18 July 3 2013 – Extended Foster Care Benefits (AB12)
o Co-funded by state & federal
§ State funds are reported as income
§ Social Services working with Counties who will inform students of how much is state
· Gen 13-17 July 1 2013 – required distribution voter registration forms
o MUST be PUSHED via email to students
· Gen 13-16 June 13, 2013 2014/15 FAFSA Verification Requirements & Documentation
o Review asap
· Gen 13-15 June 12 2013 Renewal of Private Loan Applicant Self Certification Form
o If school doesn’t certify private loans
§ Hand the student this form so that the student can self-certify for the private loan
§ NOTE: private loan amounts must be used to determine over-award situations
CSAC Updates – Tim Bonnel
· SB70 Placement and Wage Data Update
o Wage tracker data from EDD for ALL schools
· MOU and Data Exchanges GPA and Enrollment File
o Any issues to report?
§ Margie had two of three files where every record was rejected
§ Tim thinks they won’t be doing anything with the first year data, anyway
o Data File from March & September with enrollment data
§ Filter applicants for Cal Grants attending community college
§ Two combined rosters will determine who is eligible for a transfer award and as a filter for other award determinations
· “Take” rates
o For every one hundred awards they give, 51 never get claimed
§ Every segment has similar statistics
§ The board is in agreement that CSAC should be responsible for moving the students off one school’s roster to the school that the student is actually attending
§ Do schools code why students aren’t being paid?
· Send response to
§ Do the codes need to be updated to reflect why a student isn’t being paid?
· Leave of Absence (LA) to help save their award
o Students not receiving or reading their emails
o Wait to the last minute to notify schools
o Take rates include Las
Regional Representative Reports:
· Region I – Connie Barton
o All Director’s Meeting Date for 13/14 yet?
§ Should know by December or January
o Unusual Enrollment History
§ Schools are addressing
o Two new FWS brochures – one for employee; one for employer
§ Asked to share them digitally
· Region II – Robin Darcangelo ( see report )
o Asked for an alternate to attend meetings if the primary person cannot attend
o Sierra – hosted the 5th annual welcome luncheon for new and returning foster youth
o Consumnes River – Alice Kwong retired
§ Will be posting an FA officer opening soon
o American River
§ 150% direct loan requirements – working with staff
§ Good Powerpoint re: student responsibilities
· Robin to send to Rita for disbursement
o Woodland busy with growing pains
o COD sending letters to school awarding students with greater than 600% Pell award amounts
· Region III – Regina Morrison
o A lot of audits going on
o Packaging frenzy
o College of Alameda – Dr. Eric Ravenburg new interim
o SF City College – accreditation issues
§ Special trustee appointed
o San Mateo CCD
§ Closing out files for audit
§ Looking at new vendors to replace Sallie Mae for FA disbursements
§ Preparing for a rush from SFCC students
· Region IV – Kathy Linzmeyer (see report)
o Email primary contact
o Initial audits complete
o New director at DeAnza – Lisa Mandy
· Region V – Peggy Fikse (see report)
o Good attendance in June
o UEH overview and tracking
o Shared some dream app information
§ Modesto frustrated with CSAC because of lack of access to their system
o Busy time – lots of work
o Pushing for a new Regional representative
o Scheduled to meet again in mid to late September
· Region VI – Tom Bilbruck (see report)
o AVC Sherrie has 4 new staff members; all technicians
§ Hasn’t received final federal audit report yet (from February)
o Brad wants to know about the Dream App verification guide status
§ Hiring a new technician
· Region VII & Region VIII – Dennis Schroeder (see report)
o Discussed legislation status
o Covered the May information
o Melissa Moser now at the District overseeing the colleges
§ Directors at the colleges
o Pat Hurley wants to know the BOG SAP requirements?
o Auditors – new to FA
§ Focused on how does the FA office verify incarcerated students & whether they receive Pell
o Very Busy
· Region IX – Art Lopez
o Meeting this coming Thursday
o Victor Valley going through transitions with administrators and boards
· Region X- Greg Shaw
o Meeting this coming Thursday
o Mike Dear filled in for Greg when they last met
o Miramar College has a new Student Services building
Adjourned at 4;25pm
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FARR Meeting – July 22, 2013 NOTES