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 Feb 20-21, 2014 Executive Council Meeting Location Handlery Hotel, San Diego, CA Committee Information Committee Name WASFAA Fund Development Chair(s) (Name, Place of Employment, State) Sun Ow, Great Lakes Educational Loan Services, CA Committee Members (Name, Place of Cheryl Barnes, Discover, CA Robert Rogers, consultant, OR Employment, State) Please put an asterisk next to first-time committee members. 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 toward goals and measurement of success.) 1. 2. 3. 4. Expand list of Vendors/Partners for potential funding partnerships (reviewed WACUBO and NASFAA sponsor list). Updated WASFAA webpage for Partners/Vendors to include items such as breaks and meals for sponsorship. Ensure that when Vendors sponsor events that they receive recognition and support. Raise $34,000 for 2014 Summary of Committee Activities for the Quarter 1. 2. 3. 4. 5. Contacted all potential Vendors and Partners for the Annual WASFAA conference and advertising for Newsletter. Added new Vendors/Partners to contact list and deleted outdated contacts. Coordinated ads and training advertising with WASFAA communications chair. Collected Vendor/Partnership forms for advertising for newsletter and blog. Work with WASFAA Conference Chair on program for WASFAA 2014 annual conference. 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.) Page | 2 Quarterly WASFAA Committee Chair Report Budget Information Approved Budget $2,000 Budget Expenditures to Date 1. 2. 3. TOTAL = $0 Event Information (complete if applicable per location) WASFAA conference Event Name Location Date Number Cost of Registration Subtotal Attendees Complimentary Registrations (if applicable – i.e., scholarship recipients) Add more rows as needed for additional events. Calendar of Events/Timelines Committee Member Responsible (if Description December Chair Send first email to potential Vendors for conference & newsletter January Chair Collect Vendor registration forms and send checks to WASFAA Treasurer. Send 2nd request for potential vendors. February Chair Collect Vendor logos & write-up, banners and Business solutions proposed sessions for conference. Send 3rd email to potential Vendors. Date applicable) Page | 3 Quarterly WASFAA Committee Chair Report Page | 4