07 October 2008


site updated
9/18/2008

Long Range Strategic Planning Committee
2007-2012

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Appendix A

Environmental Scan

Issues to consider:

Politics.
  • The 2006 election has changed the majority in Congress from Republican to Democrat.
  • What will happen in the 2008 elections? Will the President be a Republican or a Democrat? Will the Democrats continue to control the Congress?
  • Will budgetary pressures from the war in Iraq and desires for tax cuts continue? What steps will organizations such as EASFAA need to take in order to effectively educate legislators on the need for investment in human capital that includes access to postsecondary education for those from low income families, and affordability for those from middle income families?
Old issues, new focus:
  • Access vs. affordability.
    • We can expect continued public demand from middle and upper class for more affordability of the cost of a postsecondary education.
    • Challenges to affirmative action will likely continue. How do we insure that the benefits of a postsecondary education are shared by all members of society, without regard to race, ethnicity, religion, gender, physical/mental challenges or sexual orientation?
    • The demographics of the American public will change. How will federal, state, and private student aid programs respond in terms of program eligibility and funding? For example, is the exclusion of non-citizens from ACG/Smart Grants the start of a new trend?
  • Public attention is increasingly focused on the levels of student indebtedness.
    • New research suggests the 8% rule of thumb for repayment is not adequate. It’s too low for higher earning students and too high for those in low paying jobs.
    • The public focus has led to interest in ethical issues regarding lender incentives to schools and the marketing of student loans.
  • Simplification of the FAFSA.
    • This is a popular sound bite, but will there actually be fewer questions?
    • The potential of reducing the economic justification of distribution formulas could further erode need analysis and move the financial aid system in the direction of rationing of funds.
    • How much “slop” are we willing to accept in the need analysis system? How much is Congress and the public willing to accept? Are we willing to accept that some percentage of funds may go to students who are “eligible” but not “needy”?
    • Can we phase out the paper form? How real is the digital divide, and will we disenfranchise some groups of students in order to gain efficiency?
  • Enrollment management and tuition leveraging.
    • This is now receiving negative publicity in the media. Will this publicity force changes in how colleges award institutional funds, or erode confidence in colleges and financial aid administrators?
    • The continuing growth of computer systems to manage aid at the campus requires changes in the skill sets of professional and clerical staff. The emphasis seems to be shifting from people skills to technical skills. How do we maintain our role as counselors/advisors while managing complex systems? Are we drifting away from our roots in access and choice, toward technology? The demands placed on campus staffs to “make it work” impose new levels of stress that affect the well-being of our members and their families, and limit the ability of members to participate as volunteers and leaders in EASFAA.
  • Continuing complexity of regulations.
    • Are we asking too many questions, looking for an “official” answer to every possible situation? Is that the avenue to being professional? Are we losing our ability to “interpret” regs when we constantly seek the “right” answer?
New issues, new concerns
  • New federal programs have been created, and more may be created in the future.
    • How does EASFAA effectively advise the Congress on the best way to achieve their goals in supporting postsecondary education while ensuring that financially needy students receive the funds needed to pay for a postsecondary education and while limiting the burden of managing these programs.
    • How does EASFAA effectively train its members to properly administer such programs?
  • Tax credits bypass the financial aid system, and don’t necessarily target money to the neediest. Can these be modified to be more effective?
  • ACG and SMART grants have fragmented the federal aid system through their emphasis on academic merit, specific curriculums, and citizenship. If students choose to “follow the money”, what are the implications for the United States in terms of recruitment to nursing and allied health, teacher education, or other equally critical national needs? In addition, the administration of these programs has created a whole new bureaucracy of regulations and procedures. On a positive note, these programs are entitlements. Does this offer the possibility of Pell Grants finally becoming an entitlement? How can EASFAA advocate for better, more effective programs?
  • No Child Left Behind (NCLB) raises three concerns.
    • First, as the Congress works to reauthorize this program over the next year or two, it will detract from the needs of postsecondary education. HEA reauthorization has been postponed for some time now. What are the implications of this?
    • Second, will Reauthorization focus the question of accountability of postsecondary education? Issues such as the percentage of students graduating in a given amount of time, and what those students have learned, may take on new life.
    • Third, to the extent that NCLB is successful at the K-12 level, it will produce an increased number of college ready students, potentially raising the competition for admission. More importantly from our point of view, will financial aid funding levels increase to meet the needs of this additional population?
Membership issues
  • The demographics of our membership are changing. A majority of our members are female. What new services can EASFAA offer to help these members?
  • How do we insure participation by all, regardless of gender, race, religion, culture, sexual orientation, or disability in our Association?
  • Our States continue to be our primary interface with many of our members. How do we insure adequate participation in EASFAA activities to continue this?
  • New methods of communication are developing at a rapid pace. Webinars, blogs, podcasts and such are only a few of the most recent. How can these and other new technologies be integrated into EASFAA’s training, its communication with members, and its communication with students and the public?
  • There is the reality of potential new regulation in the area of Lender/School relations and inducements. What will these possible new rules look like and will they impact EASFAA’s relationship with its many business/vendor partners?

Campus aid administrators are expected to do much more that just administer financial aid programs. We are involved in family financial planning, credit counseling, debt management strategies, and income tax planning. We leverage funds, assist in fund raising and development, operate complex software programs, and stay abreast of legislative developments and program regulations from federal and state agencies. We are an integral part of the enrollment management team at the campus. We communicate with students in a multi-tasking and multi-media format through print, email, webpages, IM, blogs and ipods. While doing all of this we remain counselors and advisors to students. How does EASFAA help train its members to be effective financial aid administrators in the 21st century? Are these same services appropriate for our associate members, or should other services be offered?

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