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Introduction/History | Record Group/Series Description | Inventory
Introduction/History
The Ohio Association of Student Financial Administrators Collection (OASFAA) was donated to the Center for Archival Collections
on February 9, 1990, with the assistance of Deb Heineman, historian for OASFAA. The collection, dating from 1962 to the present,
consists of minutes, reports, correspondence, region and committee files, conference files, publications and visual materials.
Files from outgoing officers are sent periodically to the CAC for addition to the OASFAA Collection. No restrictions exist
on the use of this collection and duplication is permitted for research purposes. The collection was processed and finding
aid prepared by Wendy Evans, archival assistant, in August 1995.
The Ohio Association of Student Financial Aid Administrators was established at the Ohio workshop at Hueston Woods on December
5 and 6, 1968. Robert McKay from Bowling Green State University was the first president of this organization. Previously,
financial aid professionals met as part of the Student Financial Aids section of the Ohio College Association. According to
the November 8, 1963 minutes, the Financial Aid to Students Section of the Ohio College Association held a fall meeting. These
meetings continued throughout the sixties. On December 4, 1968, a constitution was proposed to define this section. The new
name of the organization was the Ohio Association of Student Financial Aid Administrators.
The purpose of this organization is to promote "career and personal development of financial aid professionals, cooperation
among higher education and governmental agencies, and outreach (programs) to secondary and other institutions." The main activities
of the organization include conferences, workshops, committees, and publications such as OASFAA directory, newsletter, and
other guides for financial aid. Membership in this organization includes both active members who work with the administration
of financial aid and associate members.
OASFAA is affiliated with the Midwest Association of Student Financial Aid Administrators (MASFAA) and the National Association
of Student Financial Aid Administrators (NASFAA). OASFAA publishes many publications which have won awards from the national
organization. OASFAA has won NASFAA state awards for its Legislative Advocacy Handbook in 1988, Early Awareness Program in
1989, and Lender Fact Book in 1990.
OASFAA holds conferences in the spring and in the winter. In 1994, the organization celebrated its twenty-fifth anniversary
at the spring convention. At this time, a twenty-fifth anniversary scholarship fund was established to provide assistance
to students. Researchers can find more information on OASFAA by looking through the publication, OASFAA: A Score of Professionalism,
and also at the 1994 spring conference folder which includes materials on the twenty-fifth anniversary of the organization.
For more information about OASFAA, please refer to their website at http://www.oasfaa.org.
Record Group/ Series Description
This collection is comprised of eight record groups: Administrative Files, Officer Correspondence, Financial Reports, Regions,
Committees, Conferences and Workshops, Publications, and Visual Materials. Each record group may be divided into records series
which are described below.
ADMINISTRATIVE FILES
Articles of Incorporation
1984-1986
Arranged chronologically
Includes articles of incorporation and correspondence with Ohio Secretary of State.
Constitutions
1979-1989, 2000
Arranged chronologically
Includes various constitutions and revisions.
Policies and Procedures
1999, 2001, n.d.
Arranged chronologically
Policy and procedure manuals outlining operational guidelines for officers and members.
Legal Documents
1988-1989
Arranged chronologically
Includes certification of OASFAA Trademark and copyright registration.
President’s Annual Reports
1974-1997 (scattered dates)
Arranged chronologically, also may be found in Executive Committee Files
Highlight reports from president at end of term, earlier ones compiled for 1980 OASFAA history.
OASFAA History
1980
History written by James L. Stephens.
Executive Committee Files
1962-1985, 1987-2005
Arranged chronologically
Includes minutes of meetings, including annual business meetings, committee and officer reports, financial reports, correspondence.
OFFICER CORRESPONDENCE
Officer Correspondence
1975-1991, 1993-1994
Arranged chronologically
Includes mostly the President’s correspondence with the Executive Committee, other officers and
outside agencies and individuals.
FINANCIAL REPORTS AND DOCUMENTS
Financial Reports and Documents
1975-2000
Arranged chronologically
Includes monthly and annual financial reports, budgets, and tax documents.
REGIONAL FILES
Regional Files
1975, 1977-1997
Arranged by region and within chronologically
Includes correspondence, reports, minutes, workshop files documenting the activities of the OASFAA regions, specifically the
Northeast, Northwest, Southeast and Southwest regions.
COMMITTEES
Committee and Task Force Files
1976-1997
Arranged alphabetically by name of committee or task force and within chronologically
Includes correspondence, reports, and minutes of the various committees established to conduct and implement OASFAA business
and policies. Also includes ad hoc committees. Please note that committee reports are also filed with the Executive Committee
files.
Committee and Task Force Files
1976-1997
Arranged alphabetically by name of committee or task force and within chronologically
Includes correspondence, reports, and minutes of the various committees established
to conduct and implement OASFAA business and policies. Also includes ad hoc committees. Please note that committee reports
are also filed with the Executive Committee files.
CONFERENCES AND WORKSHOPS
Conference Files
1976-1989, 1991-1995, 1997, 2000, 2002-2003, 2006
Arranged chronologically
Series includes programs, and correspondence for the OASFAA conferences. OASFAA has a conference in both the spring and the
winter. OASFAA celebrated its twenty-fifth aniversary at the 1994 spring conference.
Workshop Files
1991-2005, scattered dates
Arranged chronologically
Series includes programs, planning files and participants’ materials for workshops sponsored by NASFAA, and OASFAA workshops
for High School Counselors and Support Professionals.
PUBLICATIONS
OASFAA Membership Directories
1977-1998
Arranged chronologically
Includes published lists of OASFAA members. Also includes membership brochures
OASFAA Publications
1975-1991.
Arranged alphabetically by title.
Series contains OASFAA brochures, membership directories and various publications written by OASFAA and its committees
OASFAA Newsletters
1969-1998, 2002-2007
Arranged chronologically
Includes official newsletters containing information on officers, events and legislation
VISUAL MATERIALS
Visual Materials
1981, 2003-2004
Arranged chronologically
Includes a slide program called “Planning College Costs,” seven small boxes of slides, color photographs from conferences
Inventory
ADMINISTRATIVE FILES
Box 1
Folder
- Articles of Incorporation, 1984-1986
- Constitutions, 1979-1989, 2000
- Policies and Procedures Manuals, 1999, 2001, n.d.
- Certification of OASFAA Trademark, June 1988
- Certificate of Copyright Registration-James and and His Bank, September 1989
- President’s Annual Reports, 1974-1997 (scattered dates)
- History of OASFAA, 1980
- Executive Committee minutes, reports, correspondence, 1962-1970
- Executive Committee minutes, reports, correspondence, 1971-1975
- Executive Committee minutes, reports, correspondence, 1976-1978
- Executive Committee minutes, reports, correspondence, 1979-1980
Box 2
Folder
- Executive Committee minutes, reports, correspondence, 1981-1982
- Executive Committee minutes, reports, correspondence, 1983
- Executive Committee minutes, reports, correspondence, 1984
- Executive Committee minutes, reports, correspondence, 1985
- Executive Committee minutes, reports, correspondence, 1987-1988
Box 3
Folder
- Executive Committee minutes, reports, correspondence, 1989 correspondence,
- Executive Committee minutes, reports, correspondence, 1990
- Executive Committee minutes, reports, correspondence, 1991
- Executive Committee minutes, reports, correspondence, 1992
Box 4
Folder
- Executive Committee minutes, reports, correspondence, 1993
- Executive Committee minutes, reports, correspondence, 1994
- Executive Committee minutes, reports, correspondence, February-July 1995
Box 5
Folder
- Executive Committee minutes, reports, correspondence, September-December 1995
- Executive Committee minutes, reports, correspondence, January 1996
- Executive Committee minutes, reports, correspondence, February 1996
- Executive Committee minutes, reports, correspondence, April 1996
- Executive Committee minutes, reports, correspondence, June 1996
- Executive Committee minutes, reports, correspondence, August 1996
- Executive Committee minutes, reports, correspondence, October 1996
- Executive Committee minutes, reports, correspondence, November 1996
Box 6
Folder
- Executive Committee minutes, reports, correspondence, February 1997
- Executive Committee minutes, reports, correspondence, April 1997
- Executive Committee minutes, reports, correspondence, June 1997
- Executive Committee minutes, reports, correspondence, August 1997
- Executive Committee minutes, reports, correspondence, September 1997
- Executive Committee minutes, reports, correspondence, October 1997
- Executive Committee minutes, reports, correspondence, November 1997
- Executive Committee minutes, reports, correspondence, January-May 1998
- Executive Committee minutes, reports, correspondence, June 1999
- Executive Committee minutes, reports, correspondence, July 1999
- Executive Committee minutes, reports, correspondence, September 1999
- Executive Committee minutes, reports, correspondence, November, December 1999
Box 7
Folder
- Executive Committee minutes, reports, correspondence, February 2000
- Executive Committee minutes, reports, correspondence, March 2000
- Executive Committee minutes, reports, correspondence, April 2000
- Executive Committee minutes, reports, correspondence, May 2000
- Executive Committee minutes, reports, correspondence, July-November 2001
- Executive Committee minutes, reports, correspondence, January-June 2002
- Executive Committee minutes, reports, correspondence, August-October 2002
- Executive Committee minutes, reports, correspondence, February-November 2003
- Executive Committee minutes, reports, 2003-2005
OFFICER CORRESPONDENCE
Box 1
Folder
- Correspondence, 1975-1977
- Correspondence, 1978
- Correspondence, January-April 1979
- Correspondence, May-December 1979
- Correspondence, 1980
- Correspondence, 1981-1982
Box 2
Folder
- Correspondence, 1983-1987
- Correspondence, 1988
- Correspondence, January-July 1989
- Correspondence, August-December 1989
- Correspondence, January-March 1990
Box 3
Folder
- Correspondence, April-September 1990
- Correspondence, October-December 1990
- Correspondence, 1991
- Correspondence, 1993-May 1994
FINANCIAL REPORTS AND DOCUMENTS
Box 1
Folder
- Financial reports and documents, 1975-1982
- Financial reports and documents, 1983-1984
- Financial reports and documents, 1984-1985
- Financial reports and documents, 1985-1986
- Financial reports and documents, 1986-1987
- Financial reports and documents, 1987-1988
- Financial reports and documents, 1988-1990
- Financial reports and documents, 1990-1993
Box 2
Folder
- Financial reports and documents, 1993-1994
- Financial reports and documents, 1994-1995
- Financial reports and documents, 1995-1996
- Financial reports and documents, 1996-1997
- Financial reports and documents, 1997-1998
- Financial reports and documents, 1998-1999
- Financial reports and documents, 1999-2000
REGIONAL FILES
Box 1
Folder
- Northeast Region, 1977-1988
- Northeast Region, 1989-1992
- Northwest Region, 1977-1980, 1982-1983, 1988-1990
- Northwest Region, 1994-1997
Box 2
Folder
- Southeast Region, 1975, 1977-1980, 1982-1983
- Southeast Region, 1988-1990, 1994-1996
- Southwest Region, 1978-1980, 1982-1983, 1988-1991, 1994-1995
COMMITTEE FILES
Box 1
Folder
- Associate Member Liaison Committee, 1988-1994, 1996-1997
- Certification Committee, 1976-1977
- Certification Committee, 1978
- Certification Committee, 1979
- Certification Committee, 1980-1981
- Communications Committee, 1994, 1996-1997
- Computer Support Committee, 1988-1991
- Corporate Support Committee (Master Plan), 1996
- Direct Lending ad hoc committee, 1996
- Early Awareness ad hoc committee, 1996-1997
- Educational Legislation Committee, 1977-1979
Box 2
Folder
- Federal Advocacy Committee, 1996-1997
- Federal Legislation/Issues Committee, 1980-1981, 1987-1991, 1994-1996
- High School/College Relations Committee, 1977-1980, 1987-1989
- Liaison with Trio Programs Committee, 1977-1978
- Loan Defaults Task Force, 1988-1989
- Long Range Planning Committee, 1978, 1982, 1996-1997
- Membership Committee, 1978, 1982-1983, 1988-1994, 1996
- Member Support Services ad hoc committee, 1996-1997
- Needs Analysis Committee, 1977-1979, 1982-1984, 1987-1992, 1994, 1996-1997
- New Professionals Committee, 1987-1989
- Newsletter Committee, 1990-1991
- Nominations Committee, 1978-1980, 1988-1990, 1994
Box 3
Folder
- Outreach Committee, 1989-1990, 1994-1997
- Private Career Vocational School Committee, 1994
- Professional Development Committee, 1989-1991, 1994, 1996-1997
- Professional Judgment Task Force, 1988
- Public Relations Committee, 1988-1990, 1994-1997
- Quality Control Task Force, 1988-1989
- Research Committee, 1977-1980
- Research Committee, 1988-1990, 1992-1994, 1996-1997
- Resolutions Committee, 1978
- Social Service ad hoc committee, 1978
- State Legislation/ Issues Committee, 1980, 1982-1983, 1987-1990, 1993, 1995-1997
- Support Staff Training Committee, 1987-1990, 1994
Box 4
Folder
- Training Committee, 1976-1977
- Training Committee, 1978
- Training Committee, 1979-1982
- Two Year Colleges Section, 1988-1989
- Ohio Student Loan Commission Advisory Council, 1991-1994
CONFERENCES AND WORKSHOPS
Box 1
Folder
- Winter Conference, 1976
- Spring and Winter Conference, 1977
- Spring Conference, 1978
- Spring Conference, 1979
- Winter Conference, 1979
- Spring Conference, 1980
- Winter Conference, 1980
- Spring Conference, 1981
- Winter Conference, 1981
- Spring Conference, 1982
- Winter Conference, 1982
- Spring Conference, 1983
Box 2
Folder
- Spring Conference, 1984
- Winter Conference, 1984
- Spring Conference, 1985
- Winter Conference, 1985
- Spring Conference, 1986
- Winter Conference, 1986
- Spring Conference, 1987
- Winter Conference, 1987
- Spring Conference, 1988
- Winter Conference, 1988
- Spring Conference, 1989
- Winter Conference, 1989
- Spring Conference, 1991
- Winter Conference, 1991
Box 3
Folder
- Spring Conference, 1992
- Winter Conference, 1992
- Spring Conference, 1993
- Winter Conference, 1993
- Spring Conference (25th anniversary), 1994
- Winter Conference, 1994
- Spring Conference, 1995
- Winter Conference, 1995
Box 4
Folder
- Spring Conference, 1997
- Spring and Winter Conferences, 2000
- Winter Conference, 2002
- Spring Conference, 2003
- Winter Conference (35th anniversary), 2003
- Leadership Class-Winter Conference, 2003
- Leadership Class-Winter Conference, 2006
Box 5
Folder
- NASFAA Workshop-Today’s Technical Issue, 1991
- NASFAA Workshop-Refining Reauthorization, 1993
- OASFAA Pre-Conference Workshop-Needs Analysis, Winter 1994
- OASFAA High School Counselors Workshops November 1995
- OASFAA High School Counselors Workshops, 2002-2003
- OASFAA College Goal Sunday, 2002-2005
- OASFAA Support Professional Workshop, November 2003
PUBLICATIONS
Box 1
Folder
- Membership Brochures, n.d.
- Membership Directories, 1977-1984
- Membership Directories, 1985-1989
- Membership Directories, 1990-1994
- Membership Directories, 1995-1998
Box 2
Folder
- Developing a Policy and Procedural Manua,l May 1980
- Handbook on Legislative Advocacy, 1987-1988
- James and His Bank, 1989
- Lender Fact Book, April 1990
- Looking Toward the Eighties. . 1978-1980 Training Survey, 1978-1980
- Manual for Teaching Need Analysis Statewide and Workbook for Beginners, n.d.
- New Professionals Manuals, 1988-1991
- A Public Statement by OASFAA on use of public funds to provide access to higher education for low income and minority students,
1975
Box 3
Folder
- OASFAA: A Score of Professionalism, 1988, 1968-1988
- Student Financial Aid Programs, n.d.
- Student Loan Defaults Stafford, SLS, and Plus Loans, February 1989
- OASFAA Newsletters, May 1969-November 1976
- OASFAA Newsletters, January 1977-November 1979
- OASFAA Newsletters, January 1980-September 1982
Box 4
Folder
- OASFAA Newsletters, February 1983-November 1986
- OASFAA Newsletters, February 1987-November 1990
- OASFAA Newsletters, February 1991-June 1998
- OASFAA Newsletters, February 2002-2007
VISUAL MATERIALS
Box 1
Folder
- Planning College Costs (Slide program), 1981
- 7 boxes of slides
- Color photographs, Winter 2003 Conference
- Color photographs, Winter 2003 Conference
- Picture CDs, Spring 2004 Conference and Winter 2004 Conference
NSAA Bibliography | Education Bibliography
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