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Financialaid University of Hawai`i at Hilo Division of Student Affairs

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DIVISION OF STUDENT AFFAIRS
2012-14 Biennium Period Report
Unit Name: ____________________________________________________________________
Unit Manager: _____________________________________ Date Compiled: _______________
PART A: Please provide 1-2 significant or major examples of how your unit’s activities,
programs, services, etc., substantively/meaningfully contributed to achieving each of the
following: (a) the Division of Student Affairs strategic plan implementation matrix
(http://hilo.hawaii.edu/uhh/vcsa/documents/UHHiloDSA2011-
15StrategicPlanImplementationMatrix.pdf); (b) UH Hilo’s strategic priorities
(http://hilo.hawaii.edu/strategicplan/); and/or (c) the UH System’s strategic priorities
(http://www.hawaii.edu/ovppp/uhplan/)? Please be sure to identify/reference specific
priorities and provide specific examples and sufficient detail.
1 | Page
Financial Aid Office
Lynette Egusa
June 18, 2014
4.5 Improving higher education access, outreach and support for non-traditional and
under served populations through, but not limited to, select high-quality distance learning
programs island-wide and beyond, increased financial aid and establishment of
child-care facilities on campus.
The Financial Aid office through timely and efficient use of existing financial aid
resources, advocates for additional allocations from various funding sources. The
Director of Financial Aid collaborates with the UH System Financial Aid Specialist and
Associate Vice President for Student Affairs. This is an ongoing effort with annual review
and request for additional funds each fall.
The Financial Aid office works in partnership with UH Foundation staff to identify
scholarship needs and sources of support (donors/foundations, etc.) The Director of
Financial Aid works with UHF staff in Hilo by scheduling annual or as needed
"Scholarship Summit" meetings.
PART B: Please list and describe your unit’s 2-3 priority areas for focus to improve outcomes
or enhance positive impact for students or the constituents your serve. How will you know if
you have achieved your desired outcome or impact? Note that both quantitative and
qualitative measures are acceptable.
2 | Page
In collaboration with the Pacific Financial Aid Association (PacFAA) and the Hawaii
Association for College Admission Counseling (HACAC), we continue existing financial
aid outreach programs and identify means to increase knowledge of and access to
financial aid opportunities for students who will transition from high school to college.
Events that the financial aid office staff participates in include, but are not limited to:
Parent Financial Aid Nights, College Goal 808, College Fairs, and presentations for
individual groups such as Minority Access & Achievement Program, Pacific Islander
Student Center, New Student Programs, Upward Bound, Pharmacy, Athletics, etc.
Parent Financial Aid Nights: October 2013 - January 2014, 17 schools and
approximately 694 in attendance.
College Goal 808 - East Hawaii held on January 12, 2014 at University of Hawaii at Hilo -
156 participants, 73 households and 48 volunteers.
College Goal 808 - West Hawaii held on January 19, 2014 at Kealakehe High School -
94 participants, 38 households and 19 volunteers
The Financial Aid Office staff encourages student/parents who are experiencing difficulty
in completing the Free Application for Federal Student Aid (FAFSA) on-line to either call
or come in-person to receive individual help.
Attached is Financial Aid data from 2001-02 to 2013-14. Over $46 million dollars from
various financial aid programs passed through the Financial Aid Office. The Financial
Aid Office processed over 16,000 Free Application for Federal Student Aid for the
2013-14 academic year.
The Financial Aid Office together with the UH System Financial Aid Office has developed
a common scholarship application where a student can apply for numerous scholarships
on a single web site for any University system schools. For the 2014-2015 academic
year, there were 602 completed applications compared to the previous year of 232, an
increase of 159%.
PART C: How are you reallocating your fiscal, human, facility, technology and other resources
to support your priorities?
PART D: What strategies have you implemented, if any, to either increase efficiency and
productivity in your unit, reduce waste and unnecessary cost, and/or increase your access to
alternative funding sources, including extramural funding? What new strategies do you have
planned in the coming year?
PART E: So that we can better plan and prepare for future UH System biennial budget and
supplemental budget requests, please indicate your most urgent resource needs (e.g.,
human, fiscal, facility, etc.) in the next several years and provide an estimate of the annual
recurring funds required, i.e., base dollars, and justification for the need.
3 | Page
Fiscal - Careful planning in prioritizing the needs of the office to include supplies,
technology equipment, hiring of student assistants.
Human - Cross-training of staff to accomplish multiple deadlines and assignments to
meet federal regulations. Participate in campus workshops to enhance and meet the
needs of the office (ex. FISH, Kuali Training (Fiscal Workshops)). Staff members
attended the Pacific Association of Financial Aid Administrators (PacFAA) annual
conference and the Western Association for Financial Aid Administrators(WASFAA)
annual conference to receive federal updates regarding Title IV financial aid and related
compliance issues. Pending the availability of funds, a staff member will attend the
Banner Summit and National Association of Student Financial Aid Administrators
(NASFAA) annual conference.
The financial aid staff was able to attend the PacFAA conference in April 2014 with
funding from the Chancellor's Professional Development fund.
Technology - The director of financial aid works closely with the UH System Financial Aid
Specialist on upgrades to the Student Information System (Banner) and develops reports
using Discoverer.
The University system is looking into purchasing a document imaging system which will
be used by the Financial Aid Office and other campus offices to reduce the need of
paper and streamline record keeping.
The National Association of Student Financial Aid Administrators (NASFAA), 2012
staffing predictor model indicates that the average FTE staffing for similar institutions is
9.5 FTE staff. We are understaffed by 1.5 FTE. Federal regulations that govern
financial aid have become more cumbersome and complex. New regulations are
unforeseen and the financial aid office cannot predict the impact it will instill on the office
staff.
PART F: (if applicable) Please describe at least one learning outcome that you intended to
achieve for students who interface/interact with your unit’s functions, programs, and/or
services for the coming year. How will you measure student learning relative to this
outcome? (For units who are exempt, please note what efforts you made to assess program
outcomes, e.g., conduct self-study using CAS standards. Units may conduct both learning and
program assessment.)
PART G: How can the Office of the Vice Chancellor for Student Affairs better assist with or
support your unit’s mission, goals, priorities, etc.? Examples might include helping to
change/update a policy, establishing a pathway for better communication with another unit
on campus, receiving information about a particular issue, etc.
PART H: Are their additional comments or information you wish to provide? List attachments
included with your submission.
Please submit report electronically to your cluster leader (if applicable) with copy to the VCSA by
Friday, June 20th at 5:00 PM HST. Additional sheets may be attached. All reports will be posted online.
4 | Page
Students not meeting the Financial Aid Satisfactory Progress guidelines are asked to
provide documentation of what happened and how their situation has changed to be
successful in school when appealing for financial aid. Student must also complete Life
Skills programs on "How Do I Manage My School Life?" and "How Do I Manage My
Personal Life While in School?
The Financial Aid Office will be monitoring students to see if Life Skills has been
successful in helping students maintain "Good standing" and assess if there is a
particular population of students that we need to focus on.
New federal regulations are now more complex which requires multiple divisions across
the campus (registrar, admissions, academics) to meet Title IV
requirements/compliance. The Financial Aid Office would like the divisions to embrace
new federal regulation as an "institutional requirement".
Attachments: Financial Aid Annual Summary Report_061914
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Financialaid University of Hawaii at Hilo Division of Student Affairs

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Completed 1 March 2020

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