Financial Aid Services
To support students in achieving their educational goals by assisting them in obtaining
financial assistance through federal, state, institutional and private grant, scholarship, loan,
employment and payment plan programs. To support the institution by maintaining
compliance with all federal and state regulatory policies and procedures governing the
student financial aid programs.
Core Activities and Performance
Core Activity
Key PI
Indicators
Communication
- Inform students and the campus community regarding the
various forms of financial assistance available. - Promote the
importance of applying for financial aid by the appropriate
deadlines in insure the timely processes of student awards.
Monitor the
number of
financial aid
filers from
year to year
at specific
points in
time.
Compliance
- Continue to maintain the proper federal and state student aid
compliance standards. - Train all staff members regarding all
regulatory updates.
- Annual A133 audit
report. Annual
training
activities for
staff
members.
Customer Service
- Continue to provide customer service to a high number of
students via in-person, telephone and e-mail. - CUNYfirst training
has been provided to all Financial Aid staff so they are better
equiped to resolve student inquiries, with limited referrals.
- Reduce the
lines and
wait time in
the customer
service area.
- Review the
phone call
logs and
office e-mail
account.
Technology
- Continue to leverage the new CUNYfirst student information
system to provide information and on-line services to students
regarding their financial aid application and status of their awards.
- Expand the web-based processing services used by students.
Measure the
number of
students
utilizing the
CUNYfirst
"self service"
and qcc
e-mail
accounts.
Department-Sponsored Staff Development Activities
Activity Type
Topic
Date
Total
Professional Achievements and Activities of Individual Staff
Achievement Type
Other
First Name
Last Name
Achievement
Semester
Professional Achievements and Activities of Individual Staff
Achievement Type
Other
First Name
Last Name
Achievement
Semester
Margaret
Howell
- CUNY Financial Aid Conference USA Funds Fall 11 and Spring 12
Training - New York State Financial
Aid Administrators Association
Federal Update Training, IRS Tax
Retrieval Webinar and Verification
Webinar - US Department of
Education Verification Webinar CUNYfirst Training
Fall 2011
O'Sullivan
Karen
CUNY Financial Aid Conference - USA Fall 2011
Funds Fall 11 and Spring 12 Training
- New York State Financial Aid
Administrators Association Federal
Update Training, IRS Tax Retrieval
Webinar and Verification Webinar US Department of Education
Verification Webinar - CUNYfirst User
Acceptance Testing and Training
Maureen
Kelly
- CUNY Financial Aid Conference CUNYfirst Training - New York State
TAP Training
Spring 2012
Mary Anne
Langbart
CUNY Financial Aid Conference USA Funds Fall 11 and Spring 12
Training - New York State Financial
Aid Administrators Association
Federal Update Training, IRS Tax
Retrieval Webinar and Verification
Webinar - US Department of
Education Verification Webinar CUNYfirst User Acceptance Testing
and Training - US Department of
Education Federal Student Aid
Conference
Fall 2011
Veronica
Lukas
CUNY Financial Aid Conference - USA Fall 2011
Funds Fall 11 and Spring 12 Training
- New York State Financial Aid
Administrators Association Federal
Update Training, IRS Tax Retrieval
Webinar and Verification Webinar US Department of Education
Verification Webinar - CUNYfirst User
Acceptance Testing and Training - US
Department of Education Federal
Student Aid Conference
Jeremy
Manishor
- CUNY Financial Aid Conference USA Funds Fall 11 and Spring 12
Training - New York State Financial
Aid Administrators Association
Federal Update Training, IRS Tax
Retrieval Webinar and Verification
Webinar - US Department of
Education Verification Webinar CUNYfirst Training
Conference, workshop,
training attended
Fall 2011
Professional Achievements and Activities of Individual Staff
Achievement Type
Other
First Name
Last Name
Achievement
Semester
Diana
Pham
- CUNY Financial Aid Conference USA Funds Fall 11 and Spring 12
Training - New York State Financial
Aid Administrators Association
Federal Update Training, IRS Tax
Retrieval Webinar and Verification
Webinar - US Department of
Education Verification Webinar CUNYfirst User Acceptance Testing
and Training
Fall 2011
Irvin
Roff
- CUNY Financial Aid Conference USA Funds Fall 11 and Spring 12
Training - New York State Financial
Aid Administrators Association
Federal Update Training, IRS Tax
Retrieval Webinar and Verification
Webinar - US Department of
Education Verification Webinar CUNYfirst Training
Fall 2011
Barbara
Tunney
- CUNY Financial Aid Conference
- USA Funds Fall 11 and Spring 12
Training
- New York State Financial Aid
Administrators Association Federal
Update Training, IRS Tax Retrieval
Webinar and Verification Webinar
- US Department of Education
Verification Webinar
- CUNYfirst Training
Fall 2011
Cindy
Wang
- CUNY Financial Aid Conference USA Funds Fall 11 and Spring 12
Training - New York State Financial
Aid Administrators Association
Federal Update Training, IRS Tax
Retrieval Webinar and Verification
Webinar - US Department of
Education Verification Webinar CUNYfirst Training - US Department
of Education Federal Student Aid
Conference
Fall 2011
Michelle
Yeung
- CUNY Financial Aid Conference USA Funds Fall 11 and Spring 12
Training - New York State Financial
Aid Administrators Association
Federal Update Training, IRS Tax
Retrieval Webinar and Verification
Webinar - US Department of
Education Verification Webinar CUNYfirst User Acceptance Testing
and Training - US Department of
Education Federal Student Aid
Conference
Fall 2011
Professional Achievements and Activities of Individual Staff
Achievement Type
Other
First Name
Last Name
Achievement
Semester
Veronica
Lukas
Chair QCC Enrollment Management
Committee Chair CUNY Council of Financial Aid
Directors Member CUNY Enrollment
Management Committee
Fall 2011
Service to department,
College, University,
community, and/or
professional society
Changes in Department within Last Year
Change Type
Change
Reason
Semester
Other Changes
Development and Testing of the Financial Aid The legacy Financial Aid system is
Spring 2012
module of the CUNYfirst student information being retired on a rolling basis and QCC
system.
is the Vanguard school who will be
going live with the new system. The
Financial Aid module was scheduled to
go-live in May, 2012 for the 12-13
academic year.
Assessment and Evaluation
KPI
Target Outcome
Communication
Actual Outcome
Action Plan
Status
- Inform students and the Effectively communicated
campus community
departmental goals to students
regarding the various
forms of financial
assistance available. Promote the importance of
applying for financial aid by
the appropriate deadlines
in insure the timely
processes of student
awards.
Plan will be continued
next year
Completed
Compliance
- Continue to maintain the
proper federal and state
student aid compliance
standards. - Train all staff
members regarding all
regulatory updates.
Expected outcome was
achieved.
Completed
Customer Service
- Continue to provide
Customer service suffered this
customer service to a high year, yet again, due to the
number of students via
implementation of CUNYfirst.
in-person, telephone and
e-mail. - CUNYfirst training
has been provided to all
Financial Aid staff so they
are better equiped to
resolve student inquiries,
with limited referrals.
- Annual A-133 audit did not
have any findings.
It is expected that next Continuing
year we will have the
same problems with the
implementation of the
Financial Aid module of
CUNYfirst. We will
continue to work toward
rectifying problems, as
they occur, but there are
many issues that are out
of the control of the
campus staff.
Assessment Plan
Core Activity
KPI
Target Outcome
Plan
Technology
- Work toward the
improvement of the new
Financial Aid module of the
CUNYfirst system.
With the implementation of the new
Financial Aid module of CUNYfirst for
the 2012-13 academic year as the
Vanguard college, we will be
evaluating the failures of the new
system to work toward future
improvements.
Continue to work with the
CUNYfirst central office staff
to recommend enhancements
to the system.