Save the Completed Report Using Committee Title and Date (Example: WASFAA JRSMLI Feb 10 s3

Save the completed report using Committee title and date (example: WASFAA_JRSMLI_Oct_2.doc). Submit your report via email to the WASFAA Executive Council listserv and post a copy to the Committee webpage on the WASFAA website.

Quarterly WASFAA Committee Chair Report Executive Council Meeting Date February, 2016 Executive Council Meeting Location Las Vegas, NV

Committee Information Committee Name Sister Dale Brown Summer Institute 2015 -16 Ashley Munro, University of Alaska -Fairbanks, Fairbanks, AK Chair(s) (Name, Place of Employment, State) Kay W Soltis, Pacific Lutheran University, Tacoma, WA The following names are being submitted for approval *Shawn Domingo – Chaminade University; HI *Nick Valdivia – CSU Long Beach; CA Committee Members (Name, Place of *Sarah Everitt – Gonzaga University; WA Employment, State) Please put an asterisk next to first-time committee members. Kelley Christianson – Central Washington University; WA G. Mike Johnson – Portland State University; OR Kathy Campbell – Chemeketa Community College; OR Laura Hughes – Lewis-Clark State College; ID Nichole Doering – Carrington College; ID *Anthony Morrone – Nevada State College; NV

Committee Goals Strategic Plan Goals that are being met (check all that apply) Goal 1: Leader in providing training and professional development Goal 2: Maintain the long-term financial stability of WASFAA Goal 3: Assess & monitor the performance of WASFAA & make strategic adjustments Goal 4: Increase the participation of members in WASFAA activities Goal 5: Continually improve methods & processes for communicating with members Goal 6: Consolidate and communicate the public policy positions of aid administrators Goal 7: Maintain and enhance the diversity of our membership and Executive Council Goal 8: Collaborate and coordinate with other organizations and associations

Page | 1 Quarterly WASFAA Committee Chair Report Committee Goals

Specific Committee Goals(Include progress 1. Increase the participation level by 5% toward goals and measurement of success.) 2. Assess the potential for providing a track for Director level attendees interested in becoming credentialed 3. If there is interest providing a track for Director level 4. Providing quality training for all attendees

Summary of Committee Activities for the Quarter  Reviewed 2015 Summer Institute with past chairs and collected recommendations  Worked with Site Selection on contract for 2016 locations  Chairs met to discuss potential faculty/committee members- cannot complete this until we have a date and location  Worked with WASFAA President to place order for NASFAA CORE  Requested Registration Page from Electronic Services Chair, reviewing data  Started prep work for an SI mini-site  Prepared estimated 2016 budget and sent to Fiscal Planning Committee  SI mini-site has been scheduled for March 11 and 12 at Windward Community College, Honolulu, HI  Contacted NASFAA to order training materials – NASFAA will no longer offer CORE; new materials will become available April, 2016  Final contract with PSU is being signed at the time of this report  Faculty have been selected and are identified in the report for approval by EC  Currently assessing the possibility of reducing the printing costs  Requesting EC accepted recommended registration fee for WASFAA members of$700 for residents and $450 for commuters. Non-members will be assessed the $50 membership fee

Measures Tracking Tool Data Collection Information (Include required Measures Tracking Tool data collection information to help determine progress toward Strategic plan goals/activities that are the responsibility of your Committee. See Appendix F of the current WASFAA Strategic Plan for guidance.)

None available at this time

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Budget Information Approved Budget $ 2015-2016 complete. No 2016 data available Budget Expenditures to Date 1. 2. 3.

TOTAL = $

Event Information (complete if applicable per location) Event Name Location Date Number Cost of Subtotal Registration Attendees Complimentary Registrations (if applicable – i.e., scholarship recipients) Add more rows as needed for additional events.

Calendar of Events/Timelines Committee Member Date Responsible (if Description applicable) Review 14-15 SDBS Institute and it’s faculty. Review July Co-chairs volunteers list. Aug/Sept Co-chairs Work with site selection for dates and location Oct Finalize contract – delayed, and revised Mini SI has been scheduled and registration has been communicated to PACFAA members. Faculty have identified Dec session to present. Co-chair Ashley has taken lead on this project. Regular SI: Invite Faculty; order NASFAA CORE – delayed due to NASFAA no longer offering CORE Selection of faculty. Contract with PSU revised and reviewing with co-chairs. Jan/Feb Telephone Conference Call Scheduled for January 28; agenda has been sent to faculty. Scheduled face to face meeting for February 16 at PSU. Agenda will be created and communicated. Including a training opportunity with Sue

Page | 3 Quarterly WASFAA Committee Chair Report Shogren on presentation development and audience engagement. Final contract has been reviewed and okay given by chairs for WASFAA President to sign via communication with site selection chair. Revising SI website and registration form for publication at end of February/first of March with a communication to the WASFAA membership Faculty will select modules to present, assignments will be made and communicated to faculty at face to face meeting. Faculty to work on certification using 15-16 CORE. List of faculty members has been communicated to NASFAA. Form will be completed and forwarded to NASFAA for processing. Waiting for vouchers from NASFAA to distribute to faculty for testing. Verified each faculty member must be certified in the module presenting. Recommending registration fee and requesting approval from Fiscal Planning as well as EC WASFAA Member Non-member Resident $700 +membership fee $50 Commuter $450 +membership fee $50 Late fee $ 75 Registration Open. Receive application from NASFAA for new Mar training materials for 16-17 Apr/May Receive actual training materials for 16-17 training June 2016 event

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