Annual Assessment Plan (August 1-September 30) Academic Department Financial Aid Center. Year Degree Level.

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1 Annual Assessment Plan (August 1-September 30) Academic Department Financial Aid Center Year Title of Program Degree Level University Goal Objectives Expected Results (Outcomes) Revise the Financial Aid Policies Completed FA Policies and and Procedures Manual (required Procedures Manual with copies by regulations) to provide consistent to all FA Staff and VP for application of all policies Student Services Provide effective administrative services to support the mission Meet the needs of its various publics, both internal and external through the comprehensive use of informational technologies Replace computers for three workstudy stations Provide training for Financial Aid Staff Convert UWA Federal Stafford Loan Program to the Federal Direct Student Loan Program Replace obsolete furniture for two (2) FA Staff members Allow student employees to access student information in order to answer student questions and process financial aid funds Staff will provide better service for students because they will know more about FA programs and how to administer them Continued student access to student loan funding. Student satisfaction with financial aid will increase. Telephone calls and s to the FA Center will decrease. Purchase two desks and/or computer work stations for FA staff Assessment Instrument(s)/Procedures/Costs FA Policies and Procedures Manual printed and published electronically Est. costs - $ Obsolete student employee computers replaced with new computers Est. costs - $2, At least half of the FA Staff to attend at least one training or professional development activity during the year. Est. costs - $2, Staff training, computer setup, and student notification will be completed prior to start of the Fall 2010 Semester Est. costs - $7, Obsolete furniture replaced with new modern work stations Est. costs - $1,

2 Self-Study (August 1-September 30) Department Financial Aid Center Academic Year Objectives Revise the Financial Aid Policies and Procedures Manual (required by regulations) to provide consistent application of all policies Purchase laptop computer for staff member to allow her to work from home Provide training for all Financial Aid Staff Create a financial aid web page on the UWA Web Site that will answer the most common questions students have concerning their financial aid Create desktop information pages for workstudy employees Expected Outcome Completed FA Policies and Procedures Manual with copies to all FA Staff and VP for Student Services Insure that student loan funds are disbursed to students in a timely and efficient manner Staff will provide better service for students because they know more about FA programs and how they work Student satisfaction with financial aid will increase. Telephone calls and e- mails to the FA Center will decrease Work-Study employees will be able to answer FA questions and assist students in an accurate and consistent manner Actual Outcome Financial Aid Policies and Procedures Manual was not updated This goal was not accomplished Director was only staff member able to attend training and professional development Financial Aid Frequently Asked Questions (FAQ) was completed and posted on the UWA Web Site Completed desktop information pages were published and are in use by student workers 2 Problems Encountered Financial Aid Staff was not available to update. Additional funding was not provided to publish the manual. Funds to purchase laptop computer was not provided With five term start dates during the year, it was hard to schedule staff members away from their usual duties Time constraints and other demanding problems It was difficult to find time to complete the information pages Action Taken/Plan(s) For Improvement FA Staff plan to work on updating FA Policies and Procedures Manual and will request funding This goal has been reinstated for year Planning is underway to allow FA Staff to attend professional development meetings. Additional funding will be requested. FA Staff felt this project was very important and made time to accomplish this goal All FA Staff contributed in writing and editing the procedures.

3 Statement of Achievements Department Financial Aid Center Academic Year Plans Implemented Plans Not Implemented (1) (1) Attend Datatel Workshops and User Groups Converted calculation criteria for Pell Grant eligibility for online students to reflect University s definition of an accelerated program (2) Created Frequently Asked Questions (FAQ) Web Pages to answer most questions asked by students and parents (2) Provide professional training for FA Staff (3) Improved communication between FA and Student Accounts (3) Obtain additional office space for FA Center (4) (4) Cross-train with other departments (5) (5) (6) (6) (7) (7) (8) (8) (9) (9) 3

4 SHORT-RANGE PLANS: FIRST YEAR Financial Aid Center Year: Plans Strategies to Implement Completion Date Approved by IEC Revise the Financial Aid Policies and Procedures Manual (required by regulations) to provide consistent application of all policies Director and secretary will revise and forward the Manual to other FA Staff to review and correct. It will be published electronically to the shared computer drive and several copies will be printed for senior administration and auditors 08/10 Purchase computers for work-study employees to replace obsolete computers Provide training and professional development opportunities for Financial Aid Staff Provide Direct Loan Training for Financial Aid Staff Funding will be requested from the Vice President of Student Affairs Request that funds be designated by the UWA Administration to provide funding Funding to attend training and conferences will be requested from the Vice President of Student Affairs 08/10 08/10 08/10 Approved: Unit Head/Director Approved: Dean/Vice President Forward all forms to the dean by October 31 for review 4

5 MEDIUM-RANGE PLANS: YEARS TWO AND THREE Financial Aid Center Academic Years: Year Two (1) Simplify the financial aid processes (2) Shred documents filed in Skill Center (3) Update FA Policies and Procedures Manual (4) Send FA Staff to Datatel Users Meeting (5) Provide professional development opportunities for FA Staff Year Three (1) (2) (3) (4) (5) Increase FA Staff salaries Update FA Policies and Procedures Manual Upgrade computer hardware and software Send FA Staff to Datatel Users Meeting Provide professional development opportunities for FA Staff Approved: Unit Head/Director Approved: Dean/Vice President 5

6 RESOURCES REQUIRED FOR PLANS (ONE-YEAR PLANS) Financial Aid Center Year: PLANS (Refer to One-Year Plans) Revise FA Policies and Procedures Manual HUMAN RESOURCES (Faculty, Staff, Consultants, PHYSICAL RESOURCES (Supplies, Material, Equip., OTHER RESOURCES (Printing, Postage, Telephone, AVAILABLE NEEDED AVAILABLE NEEDED AVAILABLE NEEDED $1, Staff Printing and Binding Upgrade computer hardware for work-study work stations $2, Provide training for FA Staff 8 Staff $4, Provide training to convert to the Direct Loan Program 8 Staff 2 Consultants -0- $1, $1, TOTAL RESOURCES NEEDED -0-2 Consultants -0- $ $2, GRAND TOTAL OF RESOURCES NEEDED (Human Resources + Physical Resources + Other Resources) $10, AVAILABLE means budgeted in current year s budget. In listing AVAILABLE HUMAN, PHYSICAL, AND OTHER RESOURCES, please place an asterisk (*) by any items funded from external sources such as federal, private, contractual, revenue generated, or other such sources external to the university. Dean/Vice President: Date: 6

7 RESOURCES REQUIRED FOR PLANS (TWO-YEAR PLANS) Financial Aid Center Year: PLANS (Refer to Two-Year Plans) HUMAN RESOURCES (Faculty, Staff, Consultants, PHYSICAL RESOURCES (Supplies, Material, Equip., OTHER RESOURCES (Printing, Postage, Telephone, AVAILABLE NEEDED AVAILABLE NEEDED AVAILABLE NEEDED Increase FA Staff compensation -0- $10, Upgrade computer hardware and software $4, Update and publish FA Policies and Procedures Manual $ Datatel Computer Training $3, Provide professional development opportunities for FA Staff $2, TOTAL RESOURCES NEEDED -0- $10, $ $4, $6, GRAND TOTAL OF RESOURCES NEEDED (Human Resources + Physical Resources + Other Resources) $21, AVAILABLE means budgeted in current year s budget. In listing AVAILABLE HUMAN, PHYSICAL, AND OTHER RESOURCES, please place an asterisk (*) by any items funded from external sources such as federal, private, contractual, revenue generated, or other such sources external to the university. Dean/Vice President: Date: 7

8 RESOURCES REQUIRED FOR PLANS (THREE-YEAR PLANS) Financial Aid Year: PLANS (Refer to Three-Year Plans) HUMAN RESOURCES (Faculty, Staff, Consultants, PHYSICAL RESOURCES (Supplies, Material, Equip., OTHER RESOURCES (Printing, Postage, Telephone, AVAILABLE NEEDED AVAILABLE NEEDED AVAILABLE NEEDED Increase FA Staff Compensation -0- $10, Attend Datatel Training and user $4, workshops Update FA Computers and Software $4, Update office furniture in FA Center $5, TOTAL RESOURCES NEEDED $ $10, $ $9, $ $4, GRAND TOTAL OF RESOURCES NEEDED (Human Resources + Physical Resources + Other Resources) $24, AVAILABLE means budgeted in current year s budget. In listing AVAILABLE HUMAN, PHYSICAL, AND OTHER RESOURCES, please place an asterisk (*) by any items funded from external sources such as federal, private, contractual, revenue generated, or other such sources external to the university. Dean/Vice President: Date: 8